IBM Lotus Forms 3 0 Where

Simplify complex forms for end users Lotus Forms provides a dynamic, intelligent front-end (UI) to applications and back-end systems. 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. © 2008 IBM Corporation

Lotus Forms helps drives efficiency across the organization… Streamlines business processes throughout the organization helping drive ROI and yield business value ROI and Value Business Process Focused Business Process Automation (ECM, Workflow, BCS) Regulatory Compliance (HIPAA, etc) Store Preserve Simple Process Store Preserve View Compliance (Pixel Perfect, Sec 508) Document Fill, (Sign) & Submit Off-line Focused Fill, (Sign) & Submit On-line Fill & Print & Fill Print & Read Business Process Automation 3 © 2008 IBM Corporation

Lotus Forms is the front end of process automation… File. Net P 8 Lotus Forms provides an easy to use front end to SOA and BPM to extend, streamline and automate business processes. Lotus Forms Services Platform Websphere Application Server Websphere Portal Websphere Process Server Content Manager DB 2 Lotus Forms Services Platform A framework for integrating forms with business applications Lotus Forms Webform Server A Web 2. 0 client for inside or outside the corporate firewall Lotus Forms API Allows your Web application to manipulate Lotus Forms Viewer A rich client for mobile or disconnected users 4 Lotus Forms Designer An Eclipse-based, dragand-drop forms editor. © 2008 IBM Corporation

The Form is the “Application” Workplace Forms are 100% XML documents. Containing UI, business

Lotus Forms produces complete, auditable document records… Facilitates regulatory compliance with 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. 6 © 2008 IBM Corporation

Form Conversion Tooling Form conversion tooling allows legacy documents to be leveraged quickly and easily 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 format. Enables Independent Software Vendors (ISV) and System Integrators (SI) to create parser extensions. * Forms conversion tooling feature – available in preview form Return 7 © 2008 IBM Corporation

Webform Server is a Web 2. 0 forms experience Forms are rendered as HTML/Java. Script 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 Webform Server is a cross platform solution Windows (IE and Firefox), Mac OS X (Firefox) Webform Server provides an interactive fill experience AJAX is used to update forms dynamically Includes support for: Document attachments Accessibility compliance Electronic signatures Translated to 26 languages Local form open/save Return 8 © 2008 IBM Corporation

Designer Ease of Use Designer - Easy to use New features make it even easier to design and deploy forms 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 V 3. 0 9 Return © 2008 IBM Corporation

Largest e-Forms deployment in the World 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 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 Solution Workplace 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) Return 11 © 2008 IBM Corporation

US Army Portal deployment Portal Integration 12 © 2008 IBM Corporation

Case Studies: Health Care Large U. S. Healthcare Payer Provider Enrollment 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. Return 13 © 2008 IBM Corporation

Back Up Slides 14 © 2008 IBM Corporation

Lotus Forms integrates data across the enterprise Lotus Forms Services Platform: an extensible framework to facilitate code reuse and integration of forms with other technologies Provides a rapid development environment forms integration Lotus Forms Viewer Shortens time-to-value by promoting Leverages Websphere Transformation Rich API set available for custom Services Platform • Mapping Services • Transformation Services • Pre-population • Meta-data management • Create, Read, Update, Delete component re-use and collaborative development Extender technology to integrate with: DB 2, Oracle, SQL Server, SAP, People. Soft, etc. Application Servers e. g. Websphere Application Server Repositories, e. g. CM, DB 2, Lotus Domino® Workflow e. g. Process Svr. , File. Net P 8, Lotus Forms Webform Server User Interfaces e. g. Websphere Portal, ® Lotus Notes Application Design, e. G. Lotus Notes, Designer Identity Management e. g. Tivoli ® Packaged Applications e. g. SAP, Siebel integration needs 15 © 2008 IBM Corporation

File. Net P 8 integration Using IBM® Lotus Forms™ with File. Net P 8 AE 4. 0. 1 Fix Pack 2 (P 8 Application Engine) of P 8 Content Manager 4. 0. 1 SP 1 combines the power of dynamic, intelligent XML forms with workflow and content management. This allows organizations to: Use IBM Lotus Forms Designer to create form templates to be imported into File. Net. Use the File. Net content management system as a file repository to store forms. Use File. Net’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. © 2008 IBM Corporation

Deployment Architecture Process Server WS Portal Server HTML Render Web 2. 0 Deployment WS Application Server File. Net Workflow Systems Customer Application LF Services Platform Cluster Server LF API Application Server(s) Browser Only Oracle SQL Server DB 2 Data Repositories SSL Accelerator Rich Client PC Cluster Server File. Net CM Document Repositories LF Webform Server Translator Browsers with WF Viewer XForms/XFDL Render Internet/Intranet 18 Webform Server(s) Corporate Firewall/Proxy Return LF Designer Corporate LAN © 2008 IBM Corporation

Case Studies: Insurance Woodmen of the World Automating new business acquisition Challenge Modernize and automate insurance business processes for field representatives to help them be more productive and competitive while complying with regulations Solution IBM Lotus ® Forms solution provides the correct forms for compliance and automates the forms-handling process—from quotes to policy issuance “The Lotus Forms solution allows for accurate and complete information, the first time. This saves money, but also increases potential revenues significantly. ” Benefits Reduced time required for policy application completion and issuance from weeks to hours Streamlines workflows of field representatives Improves productivity resulting in increased competitiveness Return 19 © 2008 IBM Corporation

Supported Platforms Lotus Forms allow you to leverage your existing infrastructure and expertise by deploying on the server platform of your choice Platforms Supported by Lotus Forms Server Operating System Chipset Operating System Versions i 5/OS (PASE) System i 5. 3, 5. 4 AIX POWER 5. 2, 5. 3 Solaris SPARC 9, 10 Red Hat Server (RHEL) x 86 4 Novell SUSE Server (SLES) x 86 9 Windows Server x 86 2000 (sp 4), 2003 (Standard Edition) Lotus Forms also supports a wide variety of client platforms: Windows XP (Webform, Viewer) Mac OS-X 10. 3, 10. 4 (Webform) Windows Vista (Webform, Viewer) New in V 3. 0 20 Return © 2008 IBM Corporation

Webform Server Printing Webform Server provides multiple print options to meet a diversity of business needs 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 form imaging Return 22 © 2008 IBM Corporation

Questions to ask when considering e-forms… Questions to Consider Implications 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? Streamline Business Processes 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 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-tomarket 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? Cost reduction 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. 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? 23 Issues Compliance Loss of paper-based forms pose both legal and storage risks Increasing Regulatory and legal obligations © 2008 IBM Corporation

XForms 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. Skin #2 XFDL <? XML. . 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 Skin #2 about pagination, precision layout, WML enhanced features such as attachment handling, digital signatures, wizard front-ends, etc. © 2008 IBM Corporation

Lotus Forms works with what you have… Protect and increase the value of your existing IT investments 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® (Red. Hat and Suse) , I-Series® New in V 3. 0 27 © 2008 IBM Corporation

Top 10 Value Propositions 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 Web. Sphere TX W 3 C XForms support enables standardization within key industries Web 2. 0 – Leveraging rich internet application technology and digital signatures to significantly improve overall usability 28 © 2008 IBM Corporation

What’s new in Lotus Forms 3. 0? New Feature Designer now easier than ever Line of Business users contribute forms content Thin Client Digital Signing Web 2. 0 e. Forms now signable, even without client-side software Added Server Platforms including: i. Series PASE More customers can deploy true zerofootprint Web 2. 0 e. Forms Java. Script API Native Java use, “Mashup” UX Vista Support Use on new desktops Conversion Framework Tech Preview Import legacy content e. g. PDF Demo Filenet Integration Web 2. 0 e. Forms in BPM & ECM scenarios Bi. Di – Arabic & Hebrew 29 Benefit to Customers Forms for Arabic & Hebrew users © 2008 IBM Corporation

Case Studies: Banking and Finance AMP Automating new business acquisition Challenge Over 3000 agents using completely manual processes for new business applications. Great deal of rework, due to inaccurate, incomplete data. Solution IBM 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 offline 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. “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. ” Return 31 © 2008 IBM Corporation

Case Studies: Banking and Finance Large UK Financial Services Organization Account Opening Challenge Need 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. Solution IBM 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. One of the largest financial services organizations in the U. K. chose IBM Lotus Forms to automate their new account opening infrastructure 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 Return 32 © 2008 IBM Corporation

Case Studies: Manufacturing And Retail GXS Automating B 2 B Transactions Challenge GXS is the world’s largest provider of B 2 B 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 form look and functionality Required core B 2 B trading forms to be customized from one partner to many partners and customers Solution Used Lotus Forms to front-end their global B 2 B Trading Hub Web. Form 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 Return 33 © 2008 IBM Corporation

Case Studies: Government Province of Nova Scotia Automating land registry process 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 “With the IBM solution in place, 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 Return 34 © 2008 IBM Corporation