Upload
chris-sparshott
View
2.347
Download
5
Embed Size (px)
Citation preview
© 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
4 © 2007 IBM Corporation
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.
5 © 2007 IBM Corporation
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.
6 © 2007 IBM Corporation
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
7 © 2007 IBM Corporation
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
8 © 2007 IBM Corporation
Scenario 1: Creating a form
You will see A form created from a template The forms designer client Simple form configuration
9 © 2007 IBM Corporation
Scenario 1: Creating a form
Highlights Easy to create a form Maintain consistent look and feel Intuitive design environment
10 © 2007 IBM Corporation
Scenario 2: Converting and editing a form
You will see Converting a PDF form Editing the form Adding fields and widgets
11 © 2007 IBM Corporation
Scenario 2: Converting and editing a form
Highlights Reuse of existing form assets Quick start for form development Simple drag and drop manipulation
12 © 2007 IBM Corporation
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
13 © 2007 IBM Corporation
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
14 © 2007 IBM Corporation
4: Finished Form
You will see Partially populated form Check box Field validation Dynamic table Date Picker Attachment Digital Signature
15 © 2007 IBM Corporation
4: Finished Form
Highlights A form that is created quickly and easily
16 © 2007 IBM Corporation
Scenario 5: Portal Context
You will see Banking customer portal Personalisation and recommendation Electronic form
17 © 2007 IBM Corporation
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
18 © 2007 IBM Corporation
Buzzword Bingo
19 © 2007 IBM Corporation
Start the conversation
Web channel Electronic Forms Portals Web Content
20 © 2007 IBM Corporation
ThinkThank youChris SparshottBloghttp://chrissparshott.comPortfoliohttp://www.slideshare.net/sparkbouy/[email protected]
21 © 2007 IBM Corporation
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:
22 © 2007 IBM Corporation
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)
23 © 2007 IBM Corporation
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
Return
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