Lotus Forms Overview and Demonstration

© 2009 IBM Corporation

Overview and Demonstration

2 © 2007 IBM Corporation

Harley Davidson

3 © 2007 IBM Corporation

Agenda

Overview Demonstrations

Scenario 1: Create a form Scenario 2: Convert and edit a form Scenario 3: Table and data Scenario 4: Finished Form Scenario 5: Portal Context

Summary

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The Lotus Forms Solution

Valu

e an

d R

OI

Content-Centric

Process-Centric Enterprise Process/Content Management

Fill, (Sign) & Submit

. . .Store, Process and Preserve

Print & Read

Print & Fill

Fill & Print

1

2

3

4

5

Level

of Integ

ration

($14.00 Savings per Form*)

($16.25 Savings per Form*)

($97.00 Savings per Form**)

($154.00 Savings/Form**)

Business Process Management

Sources: * Bill Gates, Business @ the Speed of Thought, ** Gartner Group

The more integrated forms are with your business processes, the greater the value to your company.

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The Lotus Forms Solution:

Lotus Forms DesignerAn Eclipse-based, drag-and-drop forms editor.

Lotus Forms Webform ServerA Web 2.0 client for inside or outside the corporate firewall

Lotus Forms ViewerA rich client for mobile or

disconnected users

Lotus Forms Services PlatformA framework for integrating forms

with business applications

Lotus Forms APIAllows your Web

application to manipulate Lotus Forms

FileNetP8

ContentManager

DB2

WebsphereProcessServerLotus Forms

Services PlatformWebsphere Application

Server

Websphere Portal

Lotus Forms is a complete Web 2.0 Forms solution.

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The Lotus Forms Solution: Agility

Presentation Layer•High-fidelity for duplicating paper formsGuided-interview, or wizard, driven

Business LogicCapture forms processes in the formIntegrate business process workflows

Data Instances Based on W3C XForms specification Multiple XML payloads for integration Validate against external XML Schemas

File AttachmentsCapture complete transactionSupplemental or associated eFormsMS Office, videos, faxes, etc.

Security

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Demonstration Scenarios

Scenario 1: Creating a form Scenario 2: Converting and editing a form Scenario 3: Table and Data Scenario 4: Finished Form Scenario 5: Portal Context

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Scenario 1: Creating a form

You will see A form created from a template The forms designer client Simple form configuration

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Scenario 1: Creating a form

Highlights Easy to create a form Maintain consistent look and feel Intuitive design environment

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Scenario 2: Converting and editing a form

You will see Converting a PDF form Editing the form Adding fields and widgets

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Scenario 2: Converting and editing a form

Highlights Reuse of existing form assets Quick start for form development Simple drag and drop manipulation

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You will see Adding a schema and data instance Creating UI controls from the data instance Creating a table formula

Scenario 3: Tables and Data

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Highlights Split UI and Data development roles Easily bind backend data to the form’s user interface Use a wizard to quickly build formulas.

Scenario 3: Tables and Data

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4: Finished Form

You will see Partially populated form Check box Field validation Dynamic table Date Picker Attachment Digital Signature

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4: Finished Form

Highlights A form that is created quickly and easily

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Scenario 5: Portal Context

You will see Banking customer portal Personalisation and recommendation Electronic form

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Scenario 5: Portal Context

Highlights Improved user experience and engagement Reduce cost of processing forms based transactions Improve productivity for customers and employees Reduce time to deploy new products and services

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Buzzword Bingo

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Start the conversation

Web channel Electronic Forms Portals Web Content

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ThinkThank youChris SparshottBloghttp://chrissparshott.comPortfoliohttp://www.slideshare.net/sparkbouy/slideshowsIBMchris_sparshott@nz.ibm.com

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Where are Lotus Forms used?

Typical Industry Solution Areas for E-Forms

Insurance

Woodmen Insurance: Accelerated new business

application from weeks to hours!

New Business and Renewals Group Enrollment Underwriting Quote/Proposal Generation Claims Processing Agent and Customer Servicing Compliance and Reporting Agent, Underwriter, Adjuster

BankingAnd Finance

ManufacturingAnd Retail

Account Opening Loan Origination Wire Transfer Compliance Filing Profile for cross-sell of services Broker Management Records Management

AMP: Automated new business process to reduce costs and

increase revenues

GXS: A leader in B2B solutions uses Lotus Forms between

trading partners

Multi-Channel Management Inventory Management Supply Chain Fulfillment Regulatory Compliance Human Resources Cross-Channel Services

Customer Success: Customer Success: Customer Success:

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Just the facts: Supported Platforms

Supported PlatformsLotus Forms allow you to leverage your existing infrastructure and expertise by deploying on the server platform of your choice

Return

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)

New in V3.0

Lotus Forms also supports a wide variety of client platforms: Mac OS-X 10.3, 10.4 (Webform) Windows XP (Webform, Viewer)

Windows Vista (Webform, Viewer)

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Just the facts: HTML “Mashup” API

HTML “Mashup” APIA new JavaScript API allows forms to integrate with other portlets to create a single, unified user experience

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Allows forms to exchange data with other portlets Form data can be populated from other line-of-business applications Applications running in other portlets can extract forms data and respond to form events

Improves user efficiency and provides more compelling user experience

Forms can be integrated with other HTML components to quickly create new compound applications

Reduces time-to-value and application development costs