Transcript Workplace Forms

®
IBM Lotus Forms 3.0
®
Where process automation begins…
Ricardo Rossi
Senior ITS – Lotus Forms Specialist
Worldwide Technical Sales
IBM Software Group
© 2008 IBM Corporation
Simplify complex forms for end users
Lotus Forms provides a dynamic, intelligent front-end (UI)
to applications and back-end systems.
 Lotus Forms software offers a different solution to simplify complex paper
forms and adapt them to specific users.
 Allows you to build wizards, prepopulate fields, and help and data completion functions right
into your forms.
 Role-based intelligence allows you to create forms that assume a specific format based on
the user’s role or responsibility.
 Data is validated at the point of entry as well, saving valuable server processing and reducing
the staff time needed to validate forms that are supposed to be self-validating.
 As a result, it helps improve the productivity of your people and the efficiency
of your business.
 Enables true “Innovation” within organizations.
© 2008 IBM Corporation
Lotus Forms helps drives efficiency across the organization…
Streamlines
business
processes
throughout the
organization
helping drive ROI
and yield business
value
ROI and Value
Business Process
Focused
Business Process Automation
(ECM, Workflow, BCS)
Regulatory Compliance (HIPAA,
etc)
Store Preserve Simple Process
Store Preserve
View Compliance (Pixel Perfect, Sec
508)
Document
Fill, (Sign) & Submit Off-line
Focused
Fill, (Sign) & Submit
On-line
Fill & Print
Print & Fill
Print & Read
Business Process Automation
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© 2008 IBM Corporation
Lotus Forms is the front end of process automation…
FileNet
P8
Lotus Forms provides an
easy to use front end to
SOA and BPM to extend,
streamline and automate
business processes.
Lotus Forms
Services Platform
Websphere Application
Server
Websphere Portal
Websphere
Process
Server
Content
Manager
DB2
Lotus Forms Services Platform
A framework for integrating forms
with business applications
Lotus Forms Webform Server
A Web 2.0 client for inside or
outside the corporate firewall
Lotus Forms API
Allows your Web
application to manipulate
Lotus Forms
Lotus Forms Viewer
A rich client for mobile or
disconnected users
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Lotus Forms Designer
An Eclipse-based, dragand-drop forms editor.
© 2008 IBM Corporation
The Form is the “Application”
 Workplace Forms are 100% XML documents.
 Containing UI, business logic, data, attachments and
electronic signatures in a single document.
© 2008 IBM Corporation
Lotus Forms produces complete, auditable document records…
Facilitates regulatory compliance with
auditable document records
 Combines form data and business logic are
combined into a single, intelligent document
 Transaction content and context can be
saved as single, verifiable record
 Robust electronic signature support to allow
one or more users to sign the entire form and/or
provide multiple overlapping signatures to
sections of the form.
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© 2008 IBM Corporation
Form Conversion Tooling
Form Conversion Tooling
Form conversion tooling allows legacy documents to be leveraged
quickly and easily
 Saves development time and expense by
converting legacy PDF documents into Lotus
Forms
 Supports conversions in 20 languages.
 Performs batch form version updates
 Runs within the Eclipse-based Lotus Forms
Designer
 Open framework allows conversion of multiple
form format.
 Enables Independent Software Vendors
(ISV) and System Integrators (SI) to create
parser extensions.
* Forms conversion tooling feature – available in preview form
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© 2008 IBM Corporation
Webform Server
Webform Server
Webform Server is a Web 2.0 forms experience
 Forms are rendered as HTML/JavaScript
 Eliminates the expense of deploying and managing desktop software
 Enables complex, interactive customer-facing forms applications
 Customers don’t have to install software to do business with you
Webform Server is a cross platform solution
 Windows (IE and Firefox), Mac OS X (Firefox)
Webform Server provides an interactive fill experience
 AJAX is used to update forms dynamically
 Includes support for:
 Document attachments
 Accessibility compliance
 Electronic signatures
 Translated to 26 languages
 Local form open/save
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© 2008 IBM Corporation
Designer Ease of Use
Designer - Easy to use
New features make it even easier to design and deploy forms
 A simple drag-and-drop/point-and-click
design experience for XForms
Direct editing of font & color options
Compute editor promotes rapid
development of form logic
Get started quickly with “New Form”
wizard
 Eclipse-based designer promotes team
development
 Integrates with related development tooling
 Schema-based form design
 Data-to-glass and glass-to-data are both
supported
New in V3.0
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© 2008 IBM Corporation
Largest e-Forms deployment in the World
US Army
Automating world’s largest e-forms implementation
Challenge
 US Army needed to modernize their inventory of over 100,000 e-forms utilized by 1.5
million personnel
 Needed to automate manual form-based processes
 Required a single format for electronic documents based upon open standards to ensure scalability
 Units in the field must be able to access the same forms as counterparts at bases around the world
 Confidential and critical data must be captured and transferred securely
Solution
Workplace Forms implemented to automate forms processes & streamline volumes of paper transactions
(eg: supply requests, personnel evaluations, medal recommendations)
Benefits
 Estimated cost avoidance = over $1 billion
 Significant time savings – some processes will be completed in 1/3 time previously required
 Auto-population of e-forms reduces redundancies and data errors
 Improved security of information and provision of auditable records
 Interoperability with existing infrastructures & system extensibility
 Regulatory compliance (GPEA)
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© 2008 IBM Corporation
US Army Portal deployment
Portal Integration
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© 2008 IBM Corporation
Case Studies: Health Care
Large U.S. Healthcare Payer
Provider Enrollment
Challenge
 Large number of forms results in slow enrollment process
 Providers experience long delays in enrollment (or updates) in the Provider Network
Benefits
 Streamlined the provider enrollment process
 Reduced number of forms from 40 to 50 regular, paper forms to 13 electronic forms
 Reduced the enrollment process from 18 weeks to 2 weeks
 Integrated with the Provider Portal for a consistent and integrated experience
 Integrated with Health Plan Administration system (Trizetto)
 Payer now intends to replace all of its forms processes with electronic forms processes
 Plan is to roll out electronic forms to all of the provider’s several thousand employees
 Future Plans: To further extend the use of electronic forms to its network of 20,000 to 30,000
healthcare providers and its member community of several million.
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© 2008 IBM Corporation
Back Up Slides
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© 2008 IBM Corporation
Lotus Forms integrates data across the enterprise
Lotus Forms Services Platform: an extensible
framework to facilitate code reuse and integration of
forms with other technologies
 Provides a rapid development
Lotus Forms
Viewer
environment for forms integration
 Shortens time-to-value by promoting
 Leverages Websphere Transformation
 Rich API set available for custom
Application
Servers
e.g.
Websphere
Application Server
Services Platform
• Mapping Services
• Transformation Services
•Pre-population
• Meta-data management
• Create, Read, Update,
Delete
component re-use and collaborative
development
Extender technology to integrate with:
 DB2, Oracle, SQL Server, SAP,
PeopleSoft, etc.
Repositories,
e.g.
CM, DB2,
Lotus Domino® Workflow
e.g.
Process Svr.,
FileNet P8,
Lotus Forms
Lotus
Forms
Webform
Server
User
Interfaces
e.g.
Websphere
Portal,
®
Lotus Notes
Application
Design,
e.G .Lotus
Notes,
Designer
Identity
Management
e.g. Tivoli ®
Packaged
Applications
e.g. SAP,
Siebel
integration needs
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© 2008 IBM Corporation
FileNet P8 integration
Using IBM® Lotus Forms™ with FileNet P8 AE 4.0.1 Fix Pack 2 (P8 Application
Engine) of P8 Content Manager 4.0.1 SP 1 combines the power of dynamic,
intelligent XML forms with workflow and content management.
 This allows organizations to:
 Use IBM Lotus Forms Designer to create form templates to be imported into
FileNet.
 Use the FileNet content management system as a file repository to store
forms.
 Use FileNet’s workflow features to direct the life cycle of forms.
 Use IBM Lotus Forms Server – Webform Server or IBM Lotus Forms Viewer
to display, fill out and sign forms.
© 2008 IBM Corporation
Deployment Architecture
Process
Server
WS Portal Server
HTML Render
Web 2.0
Deployment
FileNet
WS Application Server
Workflow Systems
Customer Application
LF Services Platform
Cluster
Server
LF API
Application Server(s)
Browser Only
Oracle
SQL Server
DB2
Data Repositories
SSL
Accelerator
Rich Client PC
Cluster Server
FileNet
CM
Document
Repositories
LF Webform Server
Translator
Browsers with
WF Viewer
XForms/XFDL Render
Internet/Intranet
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Webform Server(s)
Corporate
Firewall/Proxy
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LF Designer
Corporate LAN
© 2008 IBM Corporation
Case Studies: Insurance
Woodmen of the World
Automating new business acquisition
Challenge
Modernize and automate insurance business processes for field
representatives to help them be more productive and competitive
while complying with regulations
Solution
IBM Lotus ® Forms solution provides the correct forms for
compliance and automates the forms-handling process—from
quotes to policy issuance
“The Lotus Forms solution allows
for accurate and complete
information, the first time. This
saves money, but also increases
potential revenues significantly.”
Benefits
Reduced time required for policy application completion and
issuance from weeks to hours
Streamlines workflows of field representatives
Improves productivity resulting in increased competitiveness
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© 2008 IBM Corporation
Supported Platforms
Supported Platforms
Lotus Forms allow you to leverage your existing infrastructure and
expertise by deploying on the server platform of your choice
Platforms Supported by Lotus Forms Server
Operating System
Chipset
Operating System Versions
i5/OS (PASE)
System i
5.3, 5.4
AIX
POWER
5.2, 5.3
Solaris
SPARC
9, 10
Red Hat Server
(RHEL)
x86
4
Novell SUSE
Server (SLES)
x86
9
Windows Server
x86
2000 (sp4), 2003 (Standard Edition)
Lotus Forms also supports a wide variety of client platforms:
 Windows XP (Webform, Viewer)
 Mac OS-X 10.3, 10.4 (Webform)
Windows Vista (Webform, Viewer)
New in V3.0
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© 2008 IBM Corporation
Thank You
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© 2008 IBM Corporation
Webform Server Printing
Webform Server Printing
Webform Server provides multiple print options to meet a diversity of
business needs
 No additional software download required
 Print to image (PNG/GIF)
 Provides good print fidelity
 Prints directly through browser
 Print to static PDF/PDF-A image
 Provides excellent print fidelity
 Requires local reader software
 Print conversion can be invoked
programmaticaly through URL interface
 Automated conversion for form imaging
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© 2008 IBM Corporation
Questions to ask when considering e-forms…
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Questions to Consider
Issues
Implications
Do your teams have the tools they need to be productive?
Would it improve productivity of your teams to have online
access to all your forms based business processes?
Are your customers asking for increased user convenience
with 24-hour accessibility, online and offline?
Streamline
Business
Processes
 Lost productivity
 Long processing time to manually transfer from
paper to electronic form
 Critical business processes different between
departments.
 Business requires support for digital signatures or
multiple types of signing technologies that may
overlap within a single form
Have you looked for ways to realize costs savings with
Web-based services, as well as with electronic archiving
over manually filing paper forms?
How would your company benefit from speeding time-tomarket with more efficient information gathering?
Would it be useful for you to be able to store all the
elements of an entire e-form (the data, presentation layer,
business logic and signatures) in a database for records
management purposes?
Cost reduction
 Higher labor costs due to dual entry of information,
printing costs and transcription errors
Difficult data integration with existing systems due to
proprietary approaches
Can't keep up with manual filing systems for paper
forms
Lost paper forms means lost critical data that has to
be redone.
Are you required to prove compliance with regulatory and
legal obligations? Do you have a need to preserve
documents produced from compliance procedures?
Do you have a plan or solution for accessing your critical
forms in the event of a disaster?
Compliance
 Loss of paper-based forms pose both legal and
storage risks
Increasing Regulatory and legal obligations
© 2008 IBM Corporation
XForms


Provides “intent-based” data access
controls, constructs for iteration and
grouping.
XForms controls are intended to abstract
data access sufficiently to allow “skinning” of
views with a variety of host languages.


Skin #2
XFDL
<?XML..
For example, while we might use XFDL
on our laptop, WML may prove more
suitable for a PDA or mobile phone.
The host-language provides information
Skin #2
about pagination, precision layout,
WML
enhanced features such as attachment
handling, digital signatures, wizard front-ends,
etc.
© 2008 IBM Corporation
Lotus Forms works with what you have…
Protect and increase the value of your existing IT investments
 Acts as a user-friendly front-end to existing systems to extend reach inside and outside the
organization
 Helps accelerate data integration with IBM and independent software vendors systems
 Deploy on your choice of server architectures
 AIX,®Microsoft Windows ®, Sun Solaris ®, Linux ® (RedHat and Suse)
I-Series®
New in V3.0
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© 2008 IBM Corporation
Top 10 Value Propositions

Accurate data the first time allows for faster / better decisions

Dramatically accelerates forms processing, allowing for more business in the same
amount of time

Simplifies forms for end users, creating a better overall experience

As forms are the foundation of most business processes, Lotus Forms activates a
Service Oriented Architecture (SOA) with intelligent messages that flow across services

Significant & immediate competitive advantage

For any larger customer, our capabilities to effectively scale are better than any other
product in the market

Lotus Forms helps organizations more quickly advance up the value / ROI curve

Faster integration of forms to other solution components through Services Platform and
WebSphere TX

W3C XForms support enables standardization within key industries

Web 2.0 – Leveraging rich internet application technology and digital signatures to
significantly improve overall usability
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© 2008 IBM Corporation
What’s new in Lotus Forms 3.0?
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New Feature
Benefit to Customers
Designer now easier than ever
Line of Business users contribute forms
content
Thin Client Digital Signing
Web 2.0 eForms now signable, even
without client-side software
Added Server Platforms including: iSeries
PASE
More customers can deploy true zerofootprint Web 2.0 eForms
JavaScript API
Native Java use, “Mashup” UX
Vista Support
Use on new desktops
Conversion Framework Tech Preview
Import legacy content e.g. PDF
Demo Filenet Integration
Web 2.0 eForms in BPM & ECM scenarios
BiDi – Arabic & Hebrew
Forms for Arabic & Hebrew users
© 2008 IBM Corporation
Case Studies
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© 2008 IBM Corporation
Case Studies: Banking and Finance
AMP
Automating new business acquisition
Challenge
Over 3000 agents using completely manual processes for new
business applications. Great deal of rework, due to inaccurate,
incomplete data.
Solution
IBM Lotus Forms solution provides every Advisor the ability to
create, pre-fill and submit new business application forms straight
through to back end systems like Siebel, with both on-line and offline capabilities, as well as signature pads.
Benefits
 Significantly reduced the cost and time to acquire new business.
 Dramatic improvement in the way advisers work with AMP
 Increased revenue due to being able to close more business in
a shorter amount of time.
“Using IBM Workplace Forms
made it much simpler and more
cost effective for financial
planners to work with us. Many
of the financial planners we deal
with do not sell AMP products
exclusively, so being easy to
deal with is one of our key
competitive advantages.”
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© 2008 IBM Corporation
Case Studies: Banking and Finance
Large UK Financial Services Organization
Account Opening
Challenge
Need to replace an existing account opening mechanism with
an end-to end solution. Extensible and flexible data capture
solution to decrease the current cost and timescales associated
with the Account Opening process when the Bank wishes to
launch new products.
Solution
IBM Lotus Forms provides a flexible data capture solution for
the bank’s new account opening infrastructure that is cost
effective and functionally fit for purpose.
One of the largest financial
services organizations in the
U.K. chose IBM Lotus Forms to
automate their new account
opening infrastructure
Benefits
 Reduce time required from initial application to functioning
account
 Provide a consistent process across institution
 Extensible solution to facilitate new channels and products
 Decrease cost and timescales associated with introduction of
new products within the bank
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© 2008 IBM Corporation
Case Studies: Manufacturing And Retail
GXS
Automating B2B Transactions
Challenge
 GXS is the world’s largest provider of B2B solutions to an
extensive list of fortune 500 customers
 Was using HTML and paper to drive transactions in their
Trading Grid
 Required global trading partners to have customization
capabilities for form look and functionality
 Required core B2B trading forms to be customized from one
partner to many partners and customers
Solution
 Used Lotus Forms to front-end their global B2B Trading Hub
 WebForm Server used for Web 2.0 based forms
Benefits
 Company uses these forms to drive and quickly complete
electronic transactions between trading partners
 Pre-populated forms increase speed and accuracy of
document turnaround while built-in templates minimize data
entry errors
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© 2008 IBM Corporation
Case Studies: Government
Province of Nova Scotia
Automating land registry process
Challenge
 Poor service and delays to citizens
 Many “resubmits” increasing load in all agencies
Solution
 Legal, Accounting, Citizen and Govt joint working group
 Integration of Forms to submission process
 Electronic bill payment as a component
 Online screen videos to assist adoption
Benefits
 Reduced registration time from 1 week to 1 day
 Rejection rate reduced from 15% to 3%
 No manual handling of Funds
 97% of registration paperwork is now electronic
 Planning “mandatory” in future
“With the IBM solution in
place, we can provide better and more
secure document submission services
to our clients, and we can receive and
process land transactions faster and
with more error checking up front than
ever before.”
— Nancy Saunders, Acting Director,
Registry 2000 Project, Corporate
Registries of Service Nova Scotia
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© 2008 IBM Corporation