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David Manning | Development Manager and Architect | Lotus FormsAnthony Fiorot | Program Manager | WebSphere Portal SOA and BPM

Leveraging IBM Lotus Forms with IBM WebSphere Process Server and IBM WebSphere Portal to Enable Business Process Automation WEB214

The information on the new product is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information on the new product is for informational purposes only and may not be incorporated into any contract. The information on the new product is not a commitment, promise, or legal obligation to deliver any material, code or functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion.The IBM vision for a smarter planet is based on the premise that intelligence is being infused into all of the systems that make up the way the world works. This presents an opportunity for our organizations and our people to work smarter. And it could not have come at a better time. Today's challenges rapidly shifting markets, new ways that people live and work, increasingly demanding customers, budget constraints, and rigid legacy technology infrastructures demand a smarter way to work.

Smart Work helps our organizations make a shift in three important areas:

How businesses evolve to adapt and respond dynamically tapping into the best resources at the right time, enabling realtime decisions, making processes more dynamic.

How people collaborate to maximize effectiveness enabling people to discover and combine expertise, drive new insights, build more valuable relationships.

How technology enables flexibility to meet business needs quickly by creating flexible connections between applications, processes, people and doing so across business boundaries.

Ultimately, Smart Work helps us optimize business performance. Today I am going to talk about an important topic that can help your organization begin to realize a vision for working smarter.

Smart Work helps organizations redefine:

How Technology Enables FlexibilityHow Businesses EvolveHow People CollaborateTo Maximize EffectivenessTo Meet Business Needs QuicklyTo Adapt and Respond DynamicallyInvertedIconsSmart Work Icon for Light BAckgroundsTo optimize business performance.

The IBM vision for a smarter planet is based on the premise that intelligence is being infused into all of the systems that make up the way the world works. This presents an opportunity for our organizations and our people to work smarter. And it could not have come at a better time. Today's challenges rapidly shifting markets, new ways that people live and work, increasingly demanding customers, budget constraints, and rigid legacy technology infrastructures demand a smarter way to work.

Smart Work helps our organizations make a shift in three important areas:

How businesses evolve to adapt and respond dynamically tapping into the best resources at the right time, enabling realtime decisions, making processes more dynamic.

How people collaborate to maximize effectiveness enabling people to discover and combine expertise, drive new insights, build more valuable relationships.

How technology enables flexibility to meet business needs quickly by creating flexible connections between applications, processes, people and doing so across business boundaries.

Ultimately, Smart Work helps us optimize business performance. Today I am going to talk about an important topic that can help your organization begin to realize a vision for working smarter.

Overview of the BPA

The Technology

Conclusion

BPM is a top priority for our customers.

Source: WPLC MPA 1H 2007

Roughly 20% of Portal opportunity is BPM based83% of Portal customers use some type of Forms in Portal apps - IDC

Lotus Knows how to listen.Lotus Knows you want to automate key business processes.

The Portal Accelerators

I need to deliver business processes to users in context with the information, applications, and data that they need to make decisions.I need to increase the value of my website by delivering real-time, personalized data based on user attributesI need to track my organization's goals and performance against them to more effectively drive resultsI need a cost effective way to deliver personalized, online training just in time within the context of my employees ongoing activities. I need my teams to work together more effectively and efficiently, while easily accessing relevant corporate applicationsI want to deliver exceptional user experiences to my mobile workers, partners and customers. IBM accelerators for IBM WebSphere Portal are prepackaged offerings that speed time-to-value of portal deployments.

Straight ThroughProcesses

Coordinated/ScheduledProcesses

Non-Deterministic/ Event-Driven Processes

Collaborative/Artful Processes

StructuredUnstructured Payments

Trade settlement

Integrated supply-chain

Authorization

Fraud detection

Merchandising

Collateral creation

Innovation

Dashboards

Transaction management

Human to machine transactions

Contextual analysis

Complex transactions

Collaborative documents

Situational mashups

Ad-hoc work flows

WebSphereProcess ServerFileNet, other process enginesWebSpherePortalLotusFormsBusiness Process AcceleratorDB2SAPWeb ServicesContentPeopleSystemsLotus Knows the value of open systems.Lotus knows the value of open systems

How the Business Process Accelerator can help you:

Lengthy transaction cycles and approval chains

Cumbersome user experiences

Repeated/ inaccurate/ incomplete data capture

Static, hand-coded user interfaces

Hard-coded business rules and monolithic application architectures making process change difficult

Records compliance drives high mailing, storage, processing costs

Lotus Knows that business is changing.FlexibilitySavingsEfficiency Auditable end-to-end records that cannot be repudiated

Dynamic, Web 2.0 interfaces built using re-usable, intelligent components

Rules-driven, monitored and managed processes

Intelligent documents collect complete and accurate data the first time

Web 2.0 interfaces - a competitive advantage

Automated, rapid transaction cycles

LegacyExpenseStagnancy

BPM can benefit from Portal and Lotus Forms:

Using Portal and Forms, the user interface and application components become reusable, standards-based assets than can quickly be leveraged throughout the enterprise

Reduce infrastructure TCOPortal and Forms enable ad-hoc processes that span the enterprise - and beyond. Portal allows users to customize their work-spaces to improve personal productivity.

Facilitate innovation, flexibility and continuous process improvementBoth Portal and Forms enable new integration paradigms that make it easier to create business processes that span both functional and process-based applications.

Improve operational efficiency by integrating cross functional business processesLotus Knows you need to do more with less.

An architecture of reusable assets:

Legacy/COTSApplications

Web ServiceComponents

Process Components(BPEL)

Documents (Forms)

Composite Application Components (Portlets)

By adding WebSphere Portal and Lotus Forms to a BPM deployment, the UI and application components become reusable assets and new possibilities for systems integration emerge.

Lotus Knows component re-use saves money.

A topology for form-driven business processes:Initiate

Alert

SelectTask

SelectDocument

Fill

Work

Proceed

Select template form

Fill template form

Populate from external data source

Data validation

Suspend/ Resume

Initiate business process

Copy form data into process

Persist form

User is alerted to pending task

Select human task for work

Display (new/persisted) form

Copy data from process into form

Modify form

Populate from external data source

Data validation

Approve/ Reject

Suspend/ Resume

Complete human task

Copy form data into process

Persist form

Select next process step

Monitor

Manage

Monitor key performance indicators

Monitor work load allocation

Instance-based monitoring (self-query)

Balance work-load

Manage process instance priority (expedite)

Report

Store

Store form templates

Store form instances

Index form data

Create/Update/Delete/Search of repository

Report on data in aggregate

The BPA Framework:Initiate

SelectTask

SelectDocument

Fill

Monitor

Work

Proceed

Report

Store

Manage

Note: Framework assets are initially implemented on the WebSphere BPM stack.

WebSphere Dashboard FrameworkWebSphere Business MonitorBusiness Process ChoreographerForm ListPortlet Lists forms in repository

Property Broker Enabled

Alert

Alert Portlet/Messaging WebSphere Dashboard Framework asset

Based on Portlet Builder

Task ViewPortlet Displays task list from process engine

Uses Universal Task List

FormView Portlet Displays form in WPS

Property Broker Enabled

Lotus FormsWebform ServerFormView Portlet Displays form in WPS

Property Broker Enabled

Lotus FormsWebform ServerWebSphere Dashboard FrameworkCognos BIQuickrBPA FrameworkOther IBM AssetSample RepositoryImplementationSimple Design-Time Tooling Makes forms from tasks and publishes to repository

Overview of the BPA

The Technology

Conclusion

Reduces processing costs

Improves productivity and reduces application cycle times

Increases customer conversion rates

Improves consistency and compliance in processing of loan applications

Concentrates expertise, enabling credit specialists to respond to higher application volumes

Greater control and increased transparency of credit risk

Loan submission and approval for a retail lending institution

Applicant

LoansOfficer

Loans Manager

OnlineSubmission (1) Automatic collection of credit scores

Machine writes results into internal form

Screen Application (2) Logs in

Submits personal loan application

Loan request >10K

Fast Track Approve Recommendation Process Alert

Pre-pop Internal form

Define loan type & terms

Check size of loan

10K

Pass

Reject Rec. Fail

Manual verification of employment history

Human enters findings into internal form

ApproveRec. (5)Reject Rec. Pass

Fail

Reviews current loan sales activity

Process Alert

Review loan officer recommendations

Approves application

Signs form

Monthly LoanActivity (6) LoanContractApprovalNotificationContract signing ceremony

Automatic email generation

Loan History(8) Loan Approval(7) Employment Check (4)Credit Check (3) Reviews past loan

sales activity

Loan submission and approval for a retail lending institution

Design Tooling Form Creation Plugin A plugin for Websphere Integration Developer v6.2

Creates Lotus Forms from Process Server business objects

Key features include:

Theme support More visually appealing forms. Users can create own themes.

Will automatically add submit and navigation buttons

Multiple page support Two business objects/page, each in a section

The business objects schema is added to generated form. (Allows Lotus Forms designer to create better UI.)

Design Tooling Form Publishing Plugin A plugin for the Lotus Forms Eclipse Designer v3.5.1

Uploads a given form to a BPA repository

Repository hierarchy is browsable to make location selection simple

Uploads associated meta-data to meta-data repository

Associates form with task

Pre-population actions (REST)

Submission actions (REST)

Archive forms for process and/or each task

Both form and meta-data can be updated independently

Multiple profiles can be set up for different repositories

BPA Forms List Portlet A JSR 286 portlet for listing forms/process a user has access to

Provides both Table and Detail views

Form list is retrieved trough REST call (JSON)

Each list item can trigger a dynamic portal page or fire a portal event

Item ID is passed in event

List items can have arbitrary descriptive meta data passed (and displayed) on them

Universal Task List (UTL) Integrates tasks and work items from different workflow system.

Customizable filters limit the data to be displayed and improve efficiency.

Different options for task launching:

Portlet wiring - Task id is sent to one or more other portlets on the same or different portal page.

External URL - An external URL is launched to reuse an existing workflow user interface.

Task page - A new Portal pages which is specific to a selected task.

Different levels of customization allow to conform to enterprise policies and corporate identity.

Task Provider Instances

Visible columns

Filters

Filter menu

Dragn drop capability

Task Handling

Advanced customization can be done in the Portlet Factory designer.

Portlet window can have fixed size or resize to fit form

Form to be displayed can be:

Browsed from Turbo repository

Opened from configured URL

Provided as URL through Property Broker event

A JSR 286 portlet for displaying Webform Server (zero footprint) forms

Unlike the Webform Server Portlet Framework, no code is required

Common event types are defined for all forms:

Open Opens a form from a URL

Submit Submits form to a URL

On Open Called when form is opened

On Submit Called when form is submitted

On Close Called when a form is closed

BPA Form View Portlet

BPA Form View Portlet Events can be filtered by external programs:

Filters are implemented as simple REST API calls

Can convert unknown payloads to expected formats.

Set/On Change events are dynamically created for items marked in designer

Events can be manually configured with custom trigger/payload combinations

Compound event payloads can be defined as: String, JSON, XML

Payload/trigger XPath statements can be manually entered or browsed in XML browser

Overview of the BPA

The Technology

Conclusion

In ConclusionThe Business Process Accelerator allows Lotus Forms and Portal to be used as the user interface to any business process

Improve operational efficiency by integrating both functional and process-based applications accost organizational boundaries

Facilitate innovation, flexibility and continuous process improvement by facilitating ad-hoc workflow and workspace personalization

Reduce infrastructure TCO through an architecture of reusable assets

The Business Process Accelerator Framework can be extended to work with other repositories and process engines

Stay tuned for future announcements.

The Business Process Accelerator Framework provides a set of assets that allow forms to be used for a BPM human task with no coding

Initially implemented with Websphere Process Server, but abstracted so implementation on any process engine are possible

Expertise in Portal, Forms and BPM (Process Server) are required

Available now on the Portal Solutions Catalog

Lotus Knows it should be easy.

Questions?Try Lotus Software on Amazon Web Services for FREE

Attendees of Lotusphere 2010 are entitled to a free coupon which can be used to try one of the following Amazon Machine Images in the Cloud.*

* Once coupon has been used up you will be charged accordingly Lotus Web Content Management Standard Edition

WebSphere Portal Server and Lotus Web Content Management Standard Edition

IBM Mashup Center

Lotus Forms Turbo

http://lotusphere.awslab.com/

For your interest:For more information on Lotus Forms, Portal and the Business Process Accelerator, please go to the Lotus Forms WIKI:

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

Sample Forms

Product Documentation

Best Practices

Try Lotus Forms Turbo on-line (Greenhouse)

Try Lotus Forms Turbo in the cloud

Legal Disclaimer

IBM Corporation 2009. All Rights Reserved.

The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBMs current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software.

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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.

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BPA Design Time Topology

BPA Run Time Topology

BPA Runtime Selecting a form task from the UTL