IBM Workplace Simply A Better Way

Transcription

1 IBM Workplace Simply A Better Way On Demand Insurance Business Problems 1. We lose customers because we process new policy applications too slowly. 2. Our claims processing is time-consuming and inefficient. 3. We need to do a better job of attracting new customers. 4. We need our employees to be more productive. 5. We need to grow revenue in existing accounts, and by partnering. 6. Our development teams are always behind schedule and over budget. 7. We need to gain maximum efficiency out of our IT infrastructure. On Demand Insurance CEO D1-11 IBM Workplace Collaboration.ppt 2 1

2 Current Situation We can expand our customer base by partnering with independent brokers Market research shows Red Barn Insurance to be the best broker with whom to initially partner Challenges: Red Barn agents need access to tools and information in order to successfully push On Demand Insurance s product line but corporate security policies dictate the use of extranets to prevent non-employees from gaining access to internal systems Red Barn Insurance agents and their customers are also geographically dispersed around the country and require mobile (offline/disconnected) access D1-11 IBM Workplace Collaboration.ppt 3 Using IBM Workplace to Help Expand the Customer Base We need to provide our independent brokers with tools and information to help drive new customers towards ODI. Build an Independent Broker Workplace environment using IBM Workplace Collaboration Services. On Demand Insurance CIO IBM D1-11 IBM Workplace Collaboration.ppt 4 2

3 What Is IBM Workplace Collaboration Services? Integrated platform with collaborative functions written as J2EE-based services! Messaging Team Collaboration Documents Learning Web Content Management Integrated WebSphere Application Server (J2EE) D1-11 IBM Workplace Collaboration.ppt 5 What Is IBM Workplace Collaboration Services? Portal provides universal access point with built-in integration across all collaborative services Integrated WebSphere Portal Messaging Team Collaboration Documents Learning Web Content Management Integrated WebSphere Application Server (J2EE) D1-11 IBM Workplace Collaboration.ppt 6 3

4 What Is IBM Workplace Collaboration Services? Integrated development tools for creating and customizing IBM Workplace environments Integrated Workplace Tools Messaging Custom Industry & Cross-Industry Workplace Environments Integrated WebSphere Portal Team Collaboration Documents Learning Integrated WebSphere Application Server (J2EE) Web Content Management D1-11 IBM Workplace Collaboration.ppt 7 What Is IBM Workplace Collaboration Services? Multi-device support means anytime, anywhere access Workplace Client Technology, Rich Edition Web Browser Workplace Client Technology, Micro Edition Integrated Workplace Tools Messaging Custom Industry & Cross-Industry Workplace Environments Integrated WebSphere Portal Team Collaboration Documents Learning Integrated WebSphere Application Server (J2EE) Web Content Management D1-11 IBM Workplace Collaboration.ppt 8 4

5 How Does IBM Workplace Collaboration Services Meet ODI Business Requirements? Provides independent brokers access to tools and information in a self-contained collaborative environment Allows for creation of and dynamically-provisioned Independent Broker Workplace environment Offline/disconnected support for mobile agents provided by IBM Workplace Rich Client Integrates with ODI s existing corporate collaborative infrastructure (IBM Lotus Notes & Domino, IBM WebSphere Portal) D1-11 IBM Workplace Collaboration.ppt 9 DEMO: Preparing for a Sales Call Using the Independent Broker Workplace Environment I need to 1. Check my calendar 2. Review my customer contact list 3. Prepare information about ODI for the customer IBM Workplace Collaboration Services Red Barn Insurance Agent D1-11 IBM Workplace Collaboration.ppt 10 5

6 What Did We Just See? IBM Workplace Collaboration Services Red Barn Insurance Agent Uses the same infrastructure as WebSphere Portal to assemble pages and target them to users based on role Brings together collaborative tools and applications to solve business problems Mail and Calendar Documents libraries Team Collaboration Web Conferences Learning Instant Messaging Extensible by IT organizations and Industry Vertical Partners D1-11 IBM Workplace Collaboration.ppt 11 Individuals Can Manage , Calendars, Instant Messaging, and More 1 Predefined tools allow easy access to Mail, Calendar and Address Books 2 Predefined Portlets for access to Lotus Domino, Microsoft Exchange and industry standard POP3/IMAP mail services D1-11 IBM Workplace Collaboration.ppt 12 6

7 With a Robust Directory, Red Farm Insurance Product Experts are Easily Located 1 People Finder integrates with your company s directory 3 Integrated Instant Messaging Enables easy communication within your organization Pop-up menu near people s names so you can chat, send mail, call, or find out where they fit in the organization 2 D1-11 IBM Workplace Collaboration.ppt 13 Team Rooms Enable Groups to Share Documents, Calendars, and More 2 Team Tasks and calendar 3 List portlets that are useful for this team s work Page team space for organizing sales activities; with a schedule document library, discussion area, and search 1 D1-11 IBM Workplace Collaboration.ppt 14 7

8 Much of that Information is in Lists, Such as Contact Records, Prospects, Etc. To add or change items in a list, you fill out a form It s simple to add new fields or change the layout of the form It s a very simple way to build your own applications that collect and store the data you need D1-11 IBM Workplace Collaboration.ppt 15 Shared Lists Lots of predefined lists to help you organize and manage content Links Contacts Issues Vacations Attendance Agenda Survey Milestones FAQs Sales Tracking Sign Up Sheet Prospects Announcements Employee Directory Invitations & RSVPs Directions Minutes Custom Dragging new lists from the palette, to add them to any team space Page through the data, customize the columns, or sort and filter the data D1-11 IBM Workplace Collaboration.ppt 16 8

9 Document Libraries Make User More Productive Supports complete document lifecycle (e.g. check-in/checkout, versioning, drafts, etc.) Create custom views and folders for better organization of content Define library membership lists and assign access rights to documents Conduct cross-library document search Strong contextual collaboration support (e.g. integrated Instant Messaging and presence awareness throughout) Import Microsoft Office documents Compose/edit documents using Microsoft Office or integrated Web editors D1-11 IBM Workplace Collaboration.ppt 17 Document Libraries Offer Tight Integration with Microsoft Office 1 Word, Excel, and PowerPoint toolbars are extended to provide direct access to portal functions such as locking, versioning, etc Document properties can be stored in portal, searched and used for preview 2 D1-11 IBM Workplace Collaboration.ppt 18 9

10 Other Capabilities: Team Collaboration Integrated, team-oriented collaboration services including: Team Spaces (teamrooms) Web Conferencing Presence Awareness and Instant Messaging People Finder Self-service creation and customization of Team Spaces using pre-defined or custom templates Tight integration with Document Libraries, including Microsoft Office and Web editors Presence Awareness and Instant Messaging based on industry standards (SIP/SIMPLE) IBM Lotus Instant Messaging Gateway provides seamless integration with IBM Lotus Instant Messaging environments D1-11 IBM Workplace Collaboration.ppt 19 DEMO: Making a Sales Call Using the Independent Broker Workplace Environment Offline! I d like to apply for a policy for my new hybrid automobile. Does your company handle this? Yes, On Demand Insurance does. Let me tell you about it. Red Barn Customer Red Barn Insurance Agent IBM Workplace Client Technology D1-11 IBM Workplace Collaboration.ppt 20 10

11 View and Edit Documents Offline Using Client-Side Editors or Microsoft Office D1-11 IBM Workplace Collaboration.ppt 21 Run Notes and Domino Applications Using the IBM Workplace Client Technology - Rich Edition Helps display Domino applications within this rich client environment The Domino applications run natively with full functionality This is made possible by a Notes plug-in within the IBM Workplace Client Technology 2 Clicking on the Lotus Notes icon in the toolbar allows access to Domino-based applications which run in a window within the IBM Workplace Client Technology, Rich Edition D1-11 IBM Workplace Collaboration.ppt 22 11

12 Desktop Management How will I manage all of these new IBM Workplace based desktops? How does it fit with the rest of our enterprise architecture? IBM Workplace is a server managed environment that allows you to centrally manage client systems. On Demand Insurance IT Manager IBM D1-11 IBM Workplace Collaboration.ppt 23 IBM Workplace Client Technology Client-Side User Experiences Middleware Stack for the Client IBM Workplace Messaging Documents Others Local Application Server (J2EE) Industry/ Cross- Industry Local Database Provisioning Agent Custom/ ISV Replication Eclipse 3.0 Foundation User Experience framework Windowing Component Interaction mechanism Dynamic client provisioning Replication/ Synchronization Managed Client Utilities Portal Server Multi-platform Device OS Windows, Linux, MacOS (future) Server OS Desktop Laptop Cell Phone PDA Server D1-11 IBM Workplace Collaboration.ppt 24 12

13 How the IBM Workplace Client Technology Works 4. The XML stream is sent to the rich client platform for dynamic assembly of the client UI Server 3. An XML markup of the model is created <xml> <.> Client 5. Client is built according to the model by assembling components from a clientside library Portal 2. Model is created Server Data Store Component Library Workplace Client Data store 1. User logs on to the portal 4a. Application components are replicated to client-side component library using Update Manager D1-11 IBM Workplace Collaboration.ppt 25 The IBM Workplace Auto-Provisioning Infrastructure Keeps the Desktops Up-To-Date Periodic checkpoints between client and server result in automatic downloading of approved components Components are provisioned based on policy setting controlled at the server based on individual roles/identity New version of component is updated dynamically Provisioning Server Server Component Library Client Side Component Library Client Runtime OSGi Bundles D1-11 IBM Workplace Collaboration.ppt 26 13

14 Building and Deploying the Independent Broker IBM Workplace Environment Great job on the IBM Workplace environment for Red Barn Insurance. How did you build it and get it deployed so quickly? The integrated IBM Workplace tools made the task a lot easier. On Demand Insurance CIO On Demand Insurance IT Manager D1-11 IBM Workplace Collaboration.ppt 27 IBM Workplace Applications Are Built By Assembling Components Into Templates Discussion Component My Team Domino app Enterprise Content Custom forms, workflow D1-11 IBM Workplace Collaboration.ppt 28 14

15 Template-based Applications Goal is to create applications from templates without coding The template is based on assembly and configuration of pre-built components A collection of pages and portlets Portlets are pre-wired together, and their life-cycle is managed As a unit, they have inputs and outputs Access control is simplified through role mapping Can import and export the whole definition as an XML file A Team Space is an example of a template D1-11 IBM Workplace Collaboration.ppt 29 Programming Model for Building IBM Workplace Environments Build Components Assemble and Deploy Clients Easy Easy to to use, use, no no programming Portlets, Portlets, Builders Builders Customization Customization of of runtime runtime Browser Fast Fast time time to to value, value, using using visual, visual, scripting scripting tools tools Designer Designer Template Editor Editor (Workplace (Workplace Builder) Builder) Workplace Workplace Runtime Runtime IBM IBM Workplace Client, Client, RE RE Ultimate flexibility through coding coding Rational Rational Tools, Tools, Others Others Workplace Workplace Toolkits Toolkits IBM IBM Workplace Client, Client, ME ME D1-11 IBM Workplace Collaboration.ppt 30 15

16 The IBM Workplace Designer Enables the Easy Creation of New Templates Create new components that can be assembled into Workplace Templates Work with scripts and actions to add custom logic D1-11 IBM Workplace Collaboration.ppt 31 What Would It Take To Build These Type of Solutions Using Microsoft Tools? Add custom coding, integration, massive server farms and you still have limitations 2003 Microsoft Content Management Server 2002 Offline/disconnected client support Forms-based collaborative applications Awareness, IM, & Web Conferencing Enterprise portal Portal content management Portal document management & Teamsites Microsoft SQL Server 2000 Required DB pre-reqs Source: IBM SWG Competitive Project Office, 2005 Server 2003 Required OS pre-req + Active Directory D1-11 IBM Workplace Collaboration.ppt 32 16

17 Microsoft Solution Limitations No single integrated product set Requires across the board upgrades and/or migrations to latest release levels for desired function Expensive to acquire and maintain multiple piece-parts Point products lack equivalent function as IBM Workplace Collaborations Services Source: IBM SWG Competitive Project Office, 2005 D1-11 IBM Workplace Collaboration.ppt 33 D1-11 IBM Workplace Collaboration.ppt 34 17