IBM Forms Experience Builder v8.6

© 2014 IBM Corporation

IBM Forms Experience Builder 8.6

© 2014 IBM Corporation2

Challenges

Making it easier for customers and employees to engage in programs, offers and surveys

More self-service and making self-service more compelling

PDF’s on your website are NOT the answer!

Streamlining processes

Timely collection and update of critical business information

Spreadsheets and email are NOT the answer!


IBM Forms Experience Builder (FEB)

Collect Track and Update Report and Analyze

Lets non-technical users (and technical users too!) create sophisticated

web applications

Automate Processes


Designing forms is easy

Drag widgets onto the canvas Set their properties


Adding rules to make forms dynamic

Turn flat forms into dynamic interactions

Ask the questions you need to ask –skip the ones you don’t


FEB creates the complete web app based on your

form design…

Deploy your

design….…and FEB creates a complete web app

Forms

Access Control

Workflow

Database

Reports and Analysis

Automatically created !

Included with FEB !

…and provides all the software you need to run it


Single software deployment for all users and everything they do

design

deploy

use and fill forms

view results

Integrate into other appsmanage

export data

Deploy your own private, secure self-service application cloud

Cloud-Style Deployment

Apps and data are only accessible by those who created them and any others who they elect to have access *

* FEB Super Admin is the exception


FEB lets business users, web developers

and IT collaborate

Web Developer

Customize and extend with HTML/JS/CSS and REST/Web Service integration

Information Technology Provide FEB as a service

Expose “company sanctioned REST/Web Services” for business users and Web Developers to consume

Business Users Create and manage their own apps or work

collaboratively


FEB apps can be adaptive with a few simple settings

Dynamic Width Dynamic Layout Dynamic Rules

Form page width adjusts to the width of window, portal column, iframe or device

Form layout collapses to one column based onbreakpoints selected

Rules set to determine when to show and hide elements


Workflow is simple

Where the form goes

when you click submit

Who can access and update

the form

What they can

see and do

Plan Administrators role has update privileges

in the Plan Administrator stage

Hide / Show

Make Read Only


Integrate other systems into your FEB apps

1. Pick a Service from Catalog

2. Map inputs from your Form into the Service

3. Map outputs from Service into your Form

Your FEB applicationExternal Systems

FEB

Service

Catalog


Integrate FEB apps into your WebSphere Portal site

FEB Design in Portal

Preview in Portal

Design and preview in WebSphere Portal Pick an existing FEB app to render

Configure Portlets for users to add directly their page from the Portal Toolbar


Integrate FEB apps into any web appUse standard HTML tags to include FEB apps in your (non Portal) web site


Use FEB data in other systems – update FEB data

from other systems

Secure Data

Your FEB application

RE

ST

AP

I

WebSphere Portal & Web Content Manager

List Retrieve Create Update Delete

Examples

Secure Access through FEB’s Data Access API

Render FEB list in Portal via DDC

Analyze FEB data in CognosFEB records from other Systems

Create or update FEB record from custom mobile app


FEB has a client side architecture which is highly

extensible

Client FEB Server

Initial Page Load

EventAJAX/REST

Provides an exceptional experience and performance


Extend FEB using common web development skills

Custom fonts and layout with CSS

Google Maps and

GeolocationBarcodes

reCaptcha

Type ahead

Custom Field Validation


Add offline mobile support with the Streebo

Mobile App Automator

Collect data offline and sync with FEB when connected

Tap into native mobile capabilities

Mobile authentication and submission to FEB database

Fidelity with FEB design lets you change and redeploy with ease

Mobile Offline Capable Apps

FEB


Example Customer Applications

Lets citizens combine different transportation options into one coordinated product

Makes it easier to get from point A to point B Helping to takes personal vehicles off the road FEB + Portal + WCM + IBM BPM


Patient journals Surgical consent forms Service requests Apps built by business users & IT Integrated with Portal and Children's medical systems



Migrated & converted 700+ forms from legacy system to Forms Experience Builder and WebSphere Portal

Partner (Streebo) provided wizard to facilitate mass conversion to Forms Experience Builder

Improvement in internal compliance and audit results

Highly scalable and multi- channel (mobile) adaptable

Revised forms helped in improving the TAT by ~ 22%



Developed a Forms Experience Builder-based application for Snow Removal Estimation.

Uses controlled variables (snow occurrence, market rates, production factors, etc.) to standardize and automate much of the snow estimating process.

Benefits of the solution include:

More consistent and profitable pricing

Decreased administrative cost for providing estimates.

Reduced risk exposure to liability claims thru better job awareness, consistent job performance planning, and scope of work capture

Brickman Group



Initial Pilot: R&D Project Tracking System

After

Before

App developed by external ($20K+ USD)Exported to MS SharePointUpdated by ITMonths to develop

App developed internallyCustom/flexible interface

Maintained by user group (trained)Custom Reports

Weeks to develop



Citizen facing site based in Portal and WCM

Includes FEB apps for forms related functions

York Region (Canada) Government Web Site



Are we improving?Form vocabulary reflects cultureComment isPositive/OpportunityHow is the collaboration?Comments allow elaboration

Voice of the employee

Transitioned goal/metric setting from ERP screens to FEBSimple, intuitive data entryImproves information security; prevents inadvertent ERP data changesData is transferred from FEB to sales DW

Setting Goals and Tracking Sales



US ArmyParachute Tracking System

Challenge

Command must assure that parachutes are rigged, packed, and inspected to safety specifications per regulations.

Existing process relied on manual entries in paper log books and only partial electronic records

When a parachute malfunctions or fails, investigation needs to find where the process failed.

Solution

IBM Forms Experience Builder-based solution to eliminate paper log books, automate processes & enable electronic reporting of parachute inventory and history

Integration with Android mobile application

Secure digital signatures from military ID card for each person in packing and inspection

Benefits

Saves lives: Commanders can verify 100% compliance with parachute safety regulations.

Faster problem determination: Investigation for failed parachute can identify all soldiers who ever touched that parachute 100% accurately.

Saved $170,000 in development costs for pilot phase alone.



Accident Compensation Corporation (ACC)Forms in public facing site

https://myacc.co.nz/portal/public/forms/hcss


https://myacc.co.nz/portal/public/forms/hcss


Royal Automobile Club of Victoria (RACV) – forms in public facing site

http://www.racv.com.au/wps/wcm/connect/royalauto/home/feedback



Meander Medical Center - forms in public facing site



MST - Medisch Spectrum Twente - forms in public facing site



City of Markham - Forms in citizen facing site



Blue Cross Blue Shield Tennessee

iPad kiosks in customer centers (Portal)

Self Service Check-In to see an Advisor (FEB)



FEB Summary – Self Service Applications in minutes

Easy to Design and Change AppsSolutions designed with FEB are agile and easily changed to accommodate changing business requirements.

Cloud-style deploymentDeploy a single software instance for all your users. Apps and data are secure.

Simple workflow

Speed the approval process with flexible, role-based workflow and access control.

Everything you needDatabase, reports and charts are all automatically created. All the software you need is included.

Flexible integrationAdd FEB apps to the your customer or employee website and integrate them with your systems.

Adaptive behavior

Forms will adapt to the devices they are being used on.

ExtensibleApps can be customized using standard web development skills.


FEB Supported Software

Server OS Linux RHEL 6 &

SUSE 11 Windows Server

2008 & 2012 AIX 7.1

Client OS Windows 7,8 & 8.1 OS X Mavericks 10.9 OS X Yosemite 10.10 Android 4.0, 4.1 & 4.4 iOS 7 & 8

Portal Servers WebSphere Portal

8.0 & 8.5

Application Servers WebSphere 8.0, 8.5 &

8.5.5 WebSphere Liberty

Database Servers Apache Derby 10.1 DB2 10.1 & 10.5 Oracle 11g R2

Browsers Apple Safari 7 & 8 Google Chrome 38 Microsoft Internet Explorer 8, 9,

10 & 11 Mozilla Firefox 31

In the FEB 8.6 box FEB 8.6 WebSphere Application Server Network Deployment Versions 8.5.5 WebSphere Application Server Liberty DB2 Workgroup Edition 10.5 * Apache Derby 10.1 (installed with WebSphere Application Server Liberty)


Additional Resources

FEB Product Page

FEB on developerWorks

FEB Knowledge Center

FEB Youtube Channel

https://www.youtube.com/channel/UCSldrDL7MdBHXEfVQf5Tlpw

http://www-01.ibm.com/software/collaboration/digitalexperience/forms.html

http://www-01.ibm.com/support/knowledgecenter/SS6KJL_8.6.0/Welcome/FEB_Welcome.html

https://www.ibm.com/developerworks/community/forums/html/forum?id=9bcca225-e7ee-4d7a-83fb-da41b29db77b

FEB on Greenhouse

https://greenhouse.lotus.com/wpsgh/wcm/connect/ghcontent/lotus+greenhouse+next+site/home/products/ibm+forms+turbo

IBM Forms Wiki

http://www-10.lotus.com/ldd/lfwiki.nsf



https://www.ibm.com/developerworks/community/groups/service/html/communityview?communityUuid=05651788-f17f-4309-a5c6-698e67acd9c1

https://www.ibm.com/developerworks/community/groups/service/html/communityview?communityUuid=05651788-f17f-4309-a5c6-698e67acd9c1









IBM Forms Experience Builder v8.6

Software

Transcript of IBM Forms Experience Builder v8.6