A Next-Gen, Low-Code Intelligent Virtual Assistant, Context- Aware and Tied to Legacy and Cognitive

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A Next-Gen, Low-Code Intelligent Virtual Assistant, Context- Aware and Tied to Legacy and Cognitive Amy Dickson Senior Offering Manager, IBM amy.dickson@us.ibm.com InterConnect 2017 Emmanuel Tissandier, IBM STSM, IBM Emmanuel.Tissandier@fr.ibm.com 1 3/24/17

Abstract IBM Personal Business Assistant is an exciting new offering and ecosystem that helps knowledge workers work smarter. Learn how the tool monitors complex business situations, enabling professionals to respond promptly or delegate responses to automation. In this session, we will demo the tools for creating new skills from scratch and modifying pre-built ones. 2 3/24/17

Please note IBM s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user s job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion. 3 3/24/17

Topics Introducing IBM Digital Business Assistant Understanding skills of Business Assistant Leveraging Cognitive services in a Skill 4 3/24/17

Introducing IBM Digital Business Assistant 5 3/24/17

The ability to understand and apply insights from data is more important than ever 6 3/20/17

50% of spreadsheet models used operationally in large businesses have material defects 1 But the tools most people use every day are not built for the digital age 68% of emails don t deserve your attention, but you spend more time on email than any other work activity 2,3 Not another dashboard 72% of employees cannot find the information they need within their company s information systems 4 7 3/20/17 Image credit: Sergey Eremin

What if you could Spend less time analyzing and more time understanding Spend less time coordinating and more time applying creativity, reasoning and judgement Spend less time keeping up and more time coming up with the next great idea 8 3/20/17

That s why we created IBM Digital Business Assistant. We are the first Digital Assistant configurable by you to work with the tools and data you use to get your job done. 9

How IBM Digital Business Assistant Improves Productivity Watches for things that matter Takes actions on your behalf Notifies at the right time Provides recommendations - - Personalized and tailored Delivers highly consumable insights Simple, powerful and extensible 10 3/20/17

What kind of things can I do? Build better relationships with customers Connect the dots between data, applications, and context Build and share expertise across teams Skills enable new employees to ramp up more quickly Leverage the power of cloud and cognitive in highly consumable way Combines situational awareness with Watson insights 11 3/20/17

How does it work? Skills are reusable, sharable behaviors you can select for your assistant Low code builders to create new skills and customize existing skills Mobile and web experience to interact with your assistant Example: 12 3/20/17

Understanding Business Assistant Skills 13 3/24/17

Important notions of Digital Business Assistant Skill Your Digital Business Assistant is made of skills Situations Skills will detect situations that matters to you Actions Skill will perform actions or propose you to perform some actions 14 3/24/17

Channels Connect to personal and enterprise data that matters to you 15 3/20/17

16 3/24/17 Demo creating a situation

What is a situation Listen to things that matters to you Within a time window An event that happens one or several times Filter on events - Keeps track of history of events that are triggered - Can detect that fact that no events occurred - Allows filters on events and correlation of event - Can be specified with no Code. 3/24/17

Situations: From simple to complex For example, three opportunities over $500K for the same customer For example, three opportunities over $500K Multiple instances of same event over some period of time Correlated events Different correlated event types For example, a new opportunity and a new support ticket for the same customer For example, only look at opportunities over $1M Single event with filter Different correlated event types ordered For example, a new opportunity followed by a new support ticket for the same customer Single event Situation Group of events followed by another group of events 18 3/20/17 For example, a new opportunity For example, three opportunities followed by three renewals

React to a situation with actions Automated responses Notification of the User With complex notification cards Interact with the user, propose next action With some prebuilt interaction (open mail application, open URL..) With the ability to create an interaction Form 19 3/24/17

Work with your assistants online or on your device Actionable alerts Currently active skills New skill notifications 20 3/20/17

Leveraging Cognitive services in a Skill 21 3/24/17

Augmenting skills with cognitive services IBM Watson Cognitive services can be used to augment the information to detect even more accurate situations. Some examples for better situation detection and better decisions: Watson Tone Analyzer : Analyze text of a Tweet, of an email and determine the emotion score of your business partner Watson Natural Language Classifier : Ensure you detect intent behind the text in tweets, forms, to detect situations you really matter Watson Language Translator : Present data in the right language to take better actions Watson Discovery News: Alert me when an entity (person, company, industry, etc.) is mentioned in the news. 22 3/24/17

Demo of cognitive assistant 23 3/24/17

Example of using Watson Discovery Service with Digital Business Assistant Beta Feed mail to WDS Compute Sentiment Scan email Create a new SpreadSheet Row with sentiment information Skill can detect a situation based on sentiment 24 3/24/17

Wrap up 25 3/24/17

IBM Digital Business Assistant Harness the power of cognitive and cloud to improve your productivity Create skills using low code builders so you don t have to be a developer to get started Scale expertise with shared skills from the catalog Out of the box mobile and web experiences 26

Sign up for the beta at www.ibm.com/assistant 27 3/20/17

Learn more about IBM Digital Business Assistant @ InterConnect Monday, March 20 Keynote Welcome to InterConnect 09:00 AM - 10:30 AM Events Center 3183A Panel Discussion: What's Next for Business Processes and Customer-Centric Operations? 11:15 AM - 12:00 PM Mandalay Bay Ballroom L 7169A Automating Work Across the Enterprise for Stellar 02:00 PM - 02:45 PM Mandalay Bay Ballroom F Customer Experience and Top-Line Results 4291A IBM's New Intelligent Virtual Assistant for Business 04:15 PM - 05:00 PM Mandalay Bay Ballroom J Tuesday, March 21 3988A "A New Way to Knowledge Work" Using IBM Digital Business Assistant Wednesday, March 22 1943A A Next-Gen, Low-Code Intelligent Virtual Assistant Context-Aware and Tied to Legacy and Cognitive 3954A Improving Employee and Team Productivity Using IBM Digital Business Assistant: A Case Study 01:30 PM - 02:15 PM Mandalay Bay Ballroom L 09:00 AM - 09:45 AM Reef F 09:30 AM - 09:50 AM Engagement Theater Booth #588 5010A Meet the Experts: IBM Personal Business Assistant 03:15 PM - 04:00 PM Meet the Experts Forum # 2 Come see us at the Activation Zone in the Concourse 28 3/24/17

Notices and disclaimers Copyright 2017 by International Business Machines Corporation (IBM). No part of this document may be reproduced or transmitted in any form without written permission from IBM. U.S. Government Users Restricted Rights use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM. Information in these presentations (including information relating to products that have not yet been announced by IBM) has been reviewed for accuracy as of the date of initial publication and could include unintentional technical or typographical errors. IBM shall have no responsibility to update this information. This document is distributed as is without any warranty, either express or implied. In no event shall IBM be liable for any damage arising from the use of this information, including but not limited to, loss of data, business interruption, loss of profit or loss of opportunity. IBM products and services are warranted according to the terms and conditions of the agreements under which they are provided. IBM products are manufactured from new parts or new and used parts. In some cases, a product may not be new and may have been previously installed. Regardless, our warranty terms apply. the results they may have achieved. Actual performance, cost, savings or other results in other operating environments may vary. References in this document to IBM products, programs, or services does not imply that IBM intends to make such products, programs or services available in all countries in which IBM operates or does business. Workshops, sessions and associated materials may have been prepared by independent session speakers, and do not necessarily reflect the views of IBM. All materials and discussions are provided for informational purposes only, and are neither intended to, nor shall constitute legal or other guidance or advice to any individual participant or their specific situation. It is the customer s responsibility to insure its own compliance with legal requirements and to obtain advice of competent legal counsel as to the identification and interpretation of any relevant laws and regulatory requirements that may affect the customer s business and any actions the customer may need to take to comply with such laws. IBM does not provide legal advice or represent or warrant that its services or products will ensure that the customer is in compliance with any law. Any statements regarding IBM's future direction, intent or product plans are subject to change or withdrawal without notice. Performance data contained herein was generally obtained in a controlled, isolated environments. Customer examples are presented as illustrations of how those customers have used IBM products and 29 3/24/17

Notices and disclaimers continued Information concerning non-ibm products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products in connection with this publication and cannot confirm the accuracy of performance, compatibility or any other claims related to non-ibm products. Questions on the capabilities of non-ibm products should be addressed to the suppliers of those products. IBM does not warrant the quality of any third-party products, or the ability of any such third-party products to interoperate with IBM s products. IBM expressly disclaims all warranties, expressed or implied, including but not limited to, the implied warranties of merchantability and fitness for a particular, purpose. The provision of the information contained herein is not intended to, and does not, grant any right or license under any IBM patents, copyrights, trademarks or other intellectual property right. IBM, the IBM logo, ibm.com, Aspera, Bluemix, Blueworks Live, CICS, Clearcase, Cognos, DOORS, Emptoris, Enterprise Document Management System, FASP, FileNet, Global Business Services, Global Technology Services, IBM ExperienceOne, IBM SmartCloud, IBM Social Business, Information on Demand, ILOG, Maximo, MQIntegrator, MQSeries, Netcool, OMEGAMON, OpenPower, PureAnalytics, PureApplication, purecluster, PureCoverage, PureData, PureExperience, PureFlex, purequery, purescale, PureSystems, QRadar, Rational, Rhapsody, Smarter Commerce, SoDA, SPSS, Sterling Commerce, StoredIQ, Tealeaf, Tivoli Trusteer, Unica, urban{code}, Watson, WebSphere, Worklight, X-Force and System z Z/OS, are trademarks of International Business Machines Corporation, registered in many jurisdictions worldwide. Other product and service names might be trademarks of IBM or other companies. A current list of IBM trademarks is available on the Web at "Copyright and trademark information" at: www.ibm.com/legal/copytrade.shtml. 30 3/24/17

31 3/24/17 InterConnect 2017