© 2008 ibm corporation ibm lotus forms 3.0 where process automation begins… ® ® ricardo rossi...
Post on 18-Dec-2015
217 views
TRANSCRIPT
© 2008 IBM Corporation
IBM Lotus Forms 3.0
Where process automation begins…
®®
Ricardo RossiSenior ITS – Lotus Forms SpecialistWorldwide Technical SalesIBM Software Group
© 2008 IBM Corporation
Simplify complex forms for end users
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.
Lotus Forms provides a dynamic, intelligent front-end (UI) to applications and back-end systems.
3 © 2008 IBM Corporation
Lotus Forms helps drives efficiency across the organization…
Streamlines business processes throughout the organization helping drive ROI and yield business value
Business Process Automation
RO
I an
d V
alu
e
Document
Focused
Business Process Focused Business Process Automation
(ECM, Workflow, BCS)
Fill, (Sign) & SubmitOn-line
Store Preserve
Print & Read
Print & Fill
Fill & Print
Fill, (Sign) & Submit Off-line
View Compliance (Pixel Perfect, Sec 508)
Store Preserve Simple Process
Regulatory Compliance (HIPAA, etc)
4 © 2008 IBM Corporation
Lotus Forms is the front end of process automation…
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 provides an easy to use front end to SOA and BPM to extend, streamline and automate business processes.
Lotus Forms APIAllows your Web
application to manipulate Lotus Forms
FileNetP8
ContentManager
DB2
WebsphereProcessServer
Lotus Forms Services Platform
Websphere ApplicationServer
Websphere Portal
© 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.
6 © 2008 IBM Corporation
Lotus Forms produces complete, 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.
Facilitates regulatory compliance with auditable document records
7 © 2008 IBM Corporation
Form Conversion Tooling
Form Conversion ToolingForm conversion tooling allows legacy documents to be leveraged quickly and easily
Return
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
8 © 2008 IBM Corporation
Webform Server
Webform Server
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
Return
AJAX is used to update forms dynamically Includes support for:
Accessibility compliance Translated to 26 languages
Document attachments Electronic signatures Local form open/save
Webform Server is a Web 2.0 forms experience
Webform Server is a cross platform solution
Windows (IE and Firefox), Mac OS X (Firefox)
Webform Server provides an interactive fill experience
9 © 2008 IBM Corporation
Designer Ease of Use
Designer - Easy to useNew features make it even easier to design and deploy forms
Return
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
11 © 2008 IBM Corporation
Largest e-Forms deployment in the World
Return
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
SolutionWorkplace 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)
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
12 © 2008 IBM Corporation
Portal Integration
US Army Portal deployment
13 © 2008 IBM Corporation
Case Studies: Health Care
Return
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.
Large U.S. Healthcare Payer
Provider Enrollment
14 © 2008 IBM Corporation
Back Up Slides
15 © 2008 IBM Corporation
Lotus Forms integrates data across the enterprise
Lotus Forms Viewer
Lotus Forms Services Platform
• Mapping Services• Transformation Services
•Pre-population• Meta-data management• Create, Read, Update,
Delete
Repositories,e.g.
CM, DB2,Lotus Domino
ApplicationDesign,
e.G .Lotus Notes,
Designer
Workflowe.g.
Process Svr.,FileNet P8,
PackagedApplications
e.g. SAP,Siebel
IdentityManagement
e.g. Tivoli
UserInterfaces
e.g. Websphere
Portal,Lotus Notes
ApplicationServers
e.g.Websphere
Application Server
LotusForms
WebformServer
Provides a rapid development environment for forms integration Shortens time-to-value by promoting component re-use and collaborative development
Leverages Websphere Transformation Extender technology to integrate with:
DB2, Oracle, SQL Server, SAP, PeopleSoft, etc.
Rich API set available for custom integration needs
Lotus Forms Services Platform: an extensible framework to facilitate code reuse and integration of forms with other technologies
®
®®
© 2008 IBM Corporation
FileNet P8 integration
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.
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.
18 © 2008 IBM Corporation
Deployment Architecture
CorporateFirewall/Proxy
Internet/Intranet
Webform Server(s)
LF Webform ServerTranslator
LF API
LF Services Platform
Customer Application
Application Server(s)
WS Application Server
WS Portal Server
Cluster Server
ClusterServer
SSLAccelerator
Data Repositories
OracleSQL Server
DB2
Document Repositories
FileNetCM
LF Designer
HTML Render
Browser Only
Web 2.0 Deployment
XForms/XFDL Render
Corporate LAN
Browsers with WF Viewer
Rich Client PC
Return
Workflow Systems
FileNet
Process Server
19 © 2008 IBM Corporation
Case Studies: Insurance
“The Lotus Forms solution allows for accurate and complete information, the first time. This saves money, but also increases potential revenues significantly.”
ChallengeModernize and automate insurance business processes for field representatives to help them be more productive and competitive while complying with regulations
SolutionIBM Lotus ® Forms solution provides the correct forms for compliance and automates the forms-handling process—from quotes to policy issuance
BenefitsReduced time required for policy application completion and issuance from weeks to hoursStreamlines workflows of field representativesImproves productivity resulting in increased competitiveness
Woodmen of the World
Automating new business acquisition
Return
20 © 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
Return
2000 (sp4), 2003 (Standard Edition)x86Windows Server
9x86Novell SUSE Server (SLES)
4x86Red Hat Server (RHEL)
9, 10SPARCSolaris
5.2, 5.3POWERAIX
5.3, 5.4System ii5/OS (PASE)
Operating System VersionsChipsetOperating System
Platforms Supported by Lotus Forms Server
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)
21 © 2008 IBM Corporation
Thank You
22 © 2008 IBM Corporation
Webform Server Printing
Webform Server Printing
Webform Server provides multiple print options to meet a diversity of business needs
Return
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
23 © 2008 IBM Corporation
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?
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-to-market 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?
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?
Questions to Consider
Loss of paper-based forms pose both legal and storage risks Increasing Regulatory and legal obligations
Compliance
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.
Cost reduction
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
Streamline Business Processes
ImplicationsIssues
Questions to ask when considering e-forms…
© 2008 IBM Corporation
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.
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 about pagination, precision layout, enhanced features such as attachment handling, digital signatures, wizard front-ends, etc.
<?XML..
Skin #2WML
Skin #2XFDL
XForms
27 © 2008 IBM Corporation
Lotus Forms works with what you have…
Protect and increase the value of your existing IT investments
New in V3.0
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®
®® ®®
28 © 2008 IBM Corporation
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
Top 10 Value Propositions
29 © 2008 IBM Corporation
What’s new in Lotus Forms 3.0?
New Feature
Import legacy content e.g. PDFConversion Framework Tech Preview
Web 2.0 eForms in BPM & ECM scenariosDemo Filenet Integration
Forms for Arabic & Hebrew usersBiDi – Arabic & Hebrew
Web 2.0 eForms now signable, even without client-side software
Thin Client Digital Signing
Line of Business users contribute forms content
Designer now easier than ever
More customers can deploy true zero-footprint Web 2.0 eForms
Added Server Platforms including: iSeries PASE
Native Java use, “Mashup” UXJavaScript API
Use on new desktopsVista Support
Benefit to Customers
30 © 2008 IBM Corporation
Case Studies
31 © 2008 IBM Corporation
Case Studies: Banking and Finance
“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.”
ChallengeOver 3000 agents using completely manual processes for new business applications. Great deal of rework, due to inaccurate, incomplete data.
SolutionIBM 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 off-line 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.
AMP Automating new business acquisition
Return
32 © 2008 IBM Corporation
Case Studies: Banking and Finance
One of the largest financial services organizations in the U.K. chose IBM Lotus Forms to automate their new account opening infrastructure
ChallengeNeed 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.
SolutionIBM 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.
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
Large UK Financial Services Organization
Account Opening
Return
33 © 2008 IBM Corporation
Case Studies: Manufacturing And Retail
Return
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
GXSAutomating B2B Transactions
34 © 2008 IBM Corporation
Case Studies: Government
Return
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
Province of Nova Scotia
Automating land registry process
“With the IBM solution inplace, 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