David Farrell

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• David Farrell
• Vice President, Lotus
• IBM Software Group
• Europe, Middle East, Africa

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IBMs Software Group

• 103,000 WebSphere customers
• 1.1 million WebSphere developers
• Over 450,000 Information Management customers
• 13,000 Business Partners 40,000 ISV applications
• Over 140 million Lotus Notes client licenses sold
• Over 20 million business instant messaging users
• 600,000 users of Rational Software
• More than 18 million Eclipse downloads
• 22,000 Tivoli Service Management customers
• 60 million user licenses of Tivoli Access Manager

IBM ranked 1 or 2 in all segments Grew to 20B
in 2007
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Who is using Lotus

• 8 of the top 10 banks
• 4 of the top 5 consumer products corps
• 6 of the top 10 retailers
• 8 of the top 10 insurance corps
• 8 of the top 12 pharmaceutical corps
• 9 of the top 12 telecommunications corps

• More than half of the FORTUNE Global 100
  corporations use Lotus Notes and Domino
  software(1)?
• More than 140M clients sold
• As a market share leader, Lotus Notes and Domino
  ranks second in the integrated collaborative
  environments market based on worldwide total
  revenue(3)?
• Lotus Notes is the biggest revenue generating
  product in the IBM Software portfolio

(4)?
(1) FORTUNE 500, April 30, 2007 (2) FORTUNE
Global 500, July 24, 2006 (3) IDC, Doc 207999,
Aug 2007 (4) Wall Street Journal,
http//online.wsj.com/article/SB119007597680930576
.html
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IBMs CEO Survey
750 CEOs cited collaborative innovation as the
most important competitive advantage they must
cultivate
External
Internal
IBM Institute for Business Value, CEO Study 2006
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Consumer Web 2.0 businesses are transforming the
concept of collaboration
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Generational Influences in Collaboration
Attract and retain harness their collaborative
style
Relieve their stress and increase their
effectiveness
Younger Employees
Capture their knowledge before they retire
Influence and innovation
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IBM Lotus collaboration product strategy
Interaction and client services (online or
offline)?
Composite application framework
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• Other Enhancements
• UI and Design Excellence
• Mashup SAP support
• High usability Conversation threads, Integrated
  Sametime Connections
• Superior TC0 Simple upgrade, Same APIs, multi
  platform, Same infrastructure
• Now Available on demand
• New Web client, Citrix support, 64 bit support

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Introducing
Enhanced Mobility Solutions forLotus Domino

• New basic support from Lotus Notes Traveler
• Enhanced support provided by key IBM Business
  Partners

IBM Lotus Notes Domino Design Partner
Offered for wireless hosting via IBM Global
Technology Services
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IBM Lotus Symphony
Introducing
Be Free. Work Smart.

• No charge with online support
• Fee for full IBM support
• Documents
• Spreadsheets
• Presentations

www.ibm.com/software/lotus/symphony
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http//www.openoffice.org/screenshots/ooo20/writer
/ooo_2b006.jpg
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Cost matters

• Lotus Notes 8
• Messaging Calendaring
• Instant Messaging
• Lotus Symphony (Office)?
• Quickr Personal Edition
• Document Management
• Web2

369
140
31
31
29
Win CAL SMS CAL Exchange CAL
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67
0
Vista Client, basic
Open Collab Client
144
Windows Vista Business OEM
Note All prices are approximate RRP prices in
US from MS public List Price based on Open
Business prices, see chart and disclaimer before
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SAP and Lotus Notes Project Atlantic
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5 Year Roadmap for Lotus Notes DominoCurrently
planned ongoing improvement cycle

• 18 month (/-) feature release cycle
• 5 year minimum support lifecycle
• 3 years extended support option
• Regular maintenance releases and fix packs
• All included in software maintenance price

Lotus Notes Domino Beyond 1
Lotus Notes Domino Beyond
Maintenance releases and fix packs
Lotus Notes Domino Next
Maintenance releases and fix packs
Lotus Notes Domino 8.0
8.0.1
8.0.2
Maintenance releases and fix packs
Today
2010
2009
2012
2011
2008
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Introducing
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Introducing

• Side-shelf connector for Lotus Notes 8.0.1
• Lotus Quickr Connector for Microsoft Outlook
• Significant user experience improvements
• Performance improvements 50
• Personal file sharing services no charge for
  Lotus Notes users
• Enablers for ECM integration

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(No Transcript)
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Day in the Life Collaboration Profiles
Presence Awareness
Management Structure
Contact Information
Experience Tabs
Searchable Text
Tags
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Profiles in Microsoft Office
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Collaboration Accelerator for IBM WebSphere
Portal
Introducing

• Lotus Connections
• Lotus Sametime
• Lotus Quickr

Dashboards
Collaboration
Self Service
Enterprise Suite
Content
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Robust Integration Capabilities
Web Services (WSDL)?
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Robust Integration Capabilities
Rapid Application Development

• Pre-built Extensions enable companies to quickly
  create composite portlets and applications that
  leverage data and processes from multiple backend
  systems.

Re-usable Software Components
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Linux Market is (still) on Fire!Industry Linux
Server Revenue Growth Continues to Outpace all
Platforms
7 years of server revenue growth outpacing all
other operating systems
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Windows in Collapsing says GartnerClient
Alternatives Market trends embracing Linux and
open standards as alternatives to Microsoft
desktops...April 10, 2008 (Computerworld)
Calling the situation "untenable" and describing
Windows as "collapsing," a pair of Gartner
analysts yesterday said Microsoft Corp. must make
radical changes to its operating system or risk
becoming a has-been.In a presentation at a
Gartner-sponsored conference in Las Vegas,
analysts Michael Silver and Neil MacDonald said
Microsoft has not responded to the market, is
overburdened by nearly two decades of legacy code
and decisions, and faces serious competition on a
whole host of fronts that will make Windows moot
unless the software developer acts.
Market Buzz Windows to Linux
LINUX OPERATING SYSTEM Linux moves into the
personal computing mainstream By Brian
BergsteinASSOCIATED PRESSMonday, April 07, 2008
BOSTON The free Linux operating system handles
big tasks such as running supercomputers and
ATMs. Now, Linux has a chance to loosen Microsoft
Corp.'s hold on computing's most visible domain
mainstream PCs because of the rise of
innovative, inexpensive machines.
Prognosticators perennially say Linux is on the
verge. It gets high marks for security and
stability and is widely used behind the scenes in
corporate servers, making it a natural candidate
to steal desktop thunder from Microsoft's
dominant Windows system.
Microsoft reported in their SEC filings in July
2008 "Client faces strong competition from
well-established companies with differing
approaches to the PC market," according to the
SEC filing. Listed competitors Apple,
Hewlett-Packard, IBM and Sun. As usual, Microsoft
calls out Linux, which has "gained some
acceptance as competitive pressures lead PC OEMs
to reduce costs and new, lower price PC form
factors gain adoption."
King research/Kace networks surveyed 900 IT
professionals in August 2007 and found out that
38 of them are planning to move to a Linux
desktop alternative. 53 have NO plans to move to
Vista.
Best Buy Amazon are selling Ubuntu. Amazon also
offers SuSE Linux Enterprise Desktop from Novell.
All top Microsoft hardware partners are shipping
Linux on the desktop for business customers...
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Why are Customers are looking for Microsoft free
alternatives?

• Innovation
• Innovation thru Collaboration Enterprise of the
  Future CEO study
• Paradigm shift in collaboration from document
  centric to community centric, services oriented
• Enterprise adaptability
• Leverage Open Source

• Cost Reduction
• Software, Support costs Lower TCO
• Move away from Microsoft Enterprise Agreements
• Green benefits
• Lower the cost of desktop refresh

• Flexibility and Choice
• Overcome Vista/Office challenges
• Leverage Open Standards, ODF
• Productivity Editors, Applications
• Connected/disconnected, Virtual
• Access Devices rich/thin/mobile

• Investment Protection
• Integrate existing applications
• Avoid Operating System downgrades
• User segmentation driven migration strategies

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reasons why its a good time for a linux client
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Paths to an Open Client Solution
1 short term, in weeks, migration of Microsoft
Office 2003 to Open Office 3 on WindowsXP 2
medium term, in months, introduction of the IBM
SOA client, Lotus Notes and Expeditor on
WindowsXP 3 medium term, in months, partly
introduction of the IBM SOA client, Lotus Notes
and Expeditor on Linux 4 long term, in years,
introduction of a Microsoft free server back end
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IBM has more than 30000 OCCS on Linux

• One-size model no longer fits all
• Emerging countries need low cost solutions
• Growing remote and mobile employee connections
  to colleagues and IBM
• Desire for personal device support
• Technology complexity hinders productivity

Challenges
Read here the Press Announcement with more
details http//www-01.ibm.com/software/success/css
db.nsf/cs/CCLE-7B7QUC?OpenDocumentSitelotuscty
en_us
Directions

• Increase flexibility through open computing
• Offer more affordable solutions
• Enable people to be more effective in meetings
• Improve business through better collaborations
• Support greater spectrum of mobile devices
• Make it simple to get the job done regardless of
  computing device or location
• Globally Integrated Enterprise

Size Scope

• 450,000 End Users Worldwide
• 70 are laptops
• 20K supported smart-phone devices
• 40 work from home or customer locations
• Employees in 64 Countries

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lotus portfolio on linux
Lotus Expeditorclient middleware for app
development
Lotus Quickr via browser
Websphere Portal Accelaerators
Lotus Formsbrowser based
Lotus ConnectionsProfilesActivitiesBlogsBookma
rksCommunities
suse linux enterprise desktop 10 redhat
enterprise desktop 5 ubuntu 8.04
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IBM Lotus collaboration product strategy
Interaction and client services (online or
offline)?
Composite application framework
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Thank You
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Profiles Person Card in Microsoft SharePoint
Instructions for this custom integration can be
found at http//www.ibm.com/developerworks/lotus/
library/connections-microsoft/
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Gartner on the Rise of Smart Enterprise Suites
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HSBC Strategic Desktop Client

• Strategic Desktop for Application Integration
• Helpdesk prototype
• Rollout to tellers / call centers
• Business Problem
• Information locked in numerous very disparate
  applications
• Hunting for information across 9 applications
• Needed a way to introduce new functions
• Automated business procedure manuals
• Lotus Expeditor to Improve agent effectiveness
  and productivity
• Automated application launch and logon
• Window layout and management
• Automation of business procedures / Data
  pre-filling
• Integration of business documentation

60 more productive than Web

• Benefits
• Improved productivity
• Reduced training overhead

• Improved compliance
• Improved customer/operator experience

What used to take our call centre 6 minutes, now
takes 40 seconds with Expeditor
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Banca Carige Improving Employee Effectiveness
Summary of customer position
RFID Customer identification management
Collaboration Integration of messaging with
branch employees or back-office
Not recognized Customer Search.
Account Management
suspended operation management
Cashier operations
Actions
Benefits

• Customized offering according to customer profile
  and needs
• Support to cross/up selling

• Automatic Generation of the commercial proposal
  to the client
• Automation of the proposal and offering phase

Commercial Effectiveness
Operating Efficiency

• Integrated Front-end
• Guided workflow capabilities
• Automatic execution of operating controls

• Error reduction and data entry timing
• Flow optimization
• Easier to use and training

Customer experience

• More operations on low cost channels
• Improved customer experience

• Multi-Channel based approach
• Personalized offerings

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Toronto Dominion Canada Trust Wealth Mgmt / Call
Centre

• Business Problem
• Integration of information from multiple sources
• Single view of customer for call center / tellers
  /
• Lotus Expeditor to improve end user productivity
• Integration of existing applications
• Complete control of screen real estate
• Plug in other applications from other vendors
• Integration with Microsoft applications
• Host Access still important

• Phase I Wealth Management (2006)?
• Phase II Call Centre (2007)?
• Phase III Teller Desktop (2008) 20,000 tellers

• Benefits
• 30 more effective than Microsoft Customer Care
  Framework
• User interface delivers functions in an optimal
  manner with increased usability
• Desktop remains flexible for future additions,
  modifications
• Consistent look and feel across functions and
  applications
• Reuse of existing applications less retraining
  of call center staff and tellers

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HSBC Strategic Desktop Client

• Strategic Desktop for Application Integration
• Helpdesk prototype
• Rollout to tellers / call centers
• Business Problem
• Information locked in numerous very disparate
  applications
• Hunting for information across 9 applications
• Needed a way to introduce new functions
• Automated business procedure manuals
• Lotus Expeditor to Improve agent effectiveness
  and productivity
• Automated application launch and logon
• Window layout and management
• Automation of business procedures / Data
  pre-filling
• Integration of business documentation

60 more productive than Web

• Benefits
• Improved productivity
• Reduced training overhead

• Improved compliance
• Improved customer/operator experience

What used to take our call centre 6 minutes, now
takes 40 seconds with Expeditor
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Client Collaboration PSA Peugeot Citroën

• Challenge
• Peugeot has 75,000 Windows 2000 Professional
  clients
• To provide a lower expenses and easier
  alternative for people who only need standard
  functionality
• Keep Microsoft licenses within optimal range

• Key Benefits
• Enabled alternative while reducing costs
• Access to existing Notes Domino applications
  from any desktop (Linux, Windows) including
  thin clients

• Solution
• IBM Lotus Notes 7 for Linux , Lotus Sametime 7.5
  running on Novell SLED 10 Linux
• Started with 10 desktops, expanded to 80, and now
  deploying 300
• By year-end, will be growing to 3500 and by end
  of 2008 to 20,000

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Atlantic Roadmap
2012

• Additional Business Packages dependent on
  customer feedback

2010

• Atlantic v2.0
• Sales Professional Package
• Contact Management
• Activity Management
• Opportunity Management
• Extensions to Manager Package
• Budget Management
• Extensions to Employee Package
• Trip planning
• Time recording
• Full SDK

4Q2008

• Atlantic v1.0
• Manager Package
• Reporting Analytics
• Workflow Approval
• Employee Package
• Leave Request
• Trip Request
• Initial SDK

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Two sides of ExpeditorExtend composite
applications to laptops, desktops, kiosks and
mobile devices

• As an enabler of collaboration tools and related
  composite apps
• Extensible
• Interconnected

• Different value propositions
• Different buyer decision makers

43
Toronto Dominion Canada Trust Wealth Mgmt / Call
Centre

• Business Problem
• Integration of information from multiple sources
• Single view of customer for call center / tellers
  /
• Lotus Expeditor to improve end user productivity
• Integration of existing applications
• Complete control of screen real estate
• Plug in other applications from other vendors
• Integration with Microsoft applications
• Host Access still important

• Phase I Wealth Management (2006)?
• Phase II Call Centre (2007)?
• Phase III Teller Desktop (2008) 20,000 tellers

• Benefits
• 30 more effective than Microsoft Customer Care
  Framework
• User interface delivers functions in an optimal
  manner with increased usability
• Desktop remains flexible for future additions,
  modifications
• Consistent look and feel across functions and
  applications
• Reuse of existing applications less retraining
  of call center staff and tellers

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Unicredit / HypovereinsbankLotus Expeditor
Teller Desktop Systems

• Customer Application
• Composite desktop for 54,000 tellers
• Customer Requirements
• Instant access to customer information
• Integration of information from multiple client
  and server applications
• Sametime interoperability on desktop
• Single sign on / Security
• Benefits
• Compelling user interface
• Faster access to information
• Customer History ISSL Lead (Amy Widmer)?
• Prototype in 2006 (WMC Conversion)?
• Purchase in 2007
• Purchase for subsidiary in 2007

• Benefits
• Customer information coordinated across multiple
  client and server applications
• Application reuse reduces the need for end user
  retraining

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Profiles Person Card in Microsoft Outlook
Coming H1 2008
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So what are they actually doing there?

• Second Life
• Virtual Bank SL Bank, Meta Bank, Ginko Bank !!!
• Promotion (of bank products) BNP Paribas
  (F) Wirecard (D)?
• Promotion of country DNB Bank (N)?
• Experimental (future of Internet) Deutsche Bank
  (Q110 - D)?
• Dream World Suruga Bank (J)?
• Education Wells Fargo (USA)?
• Client communication ABN AMRO (NL)?
• Community building ING (NL) Crédit Agricole
  (F) ABN AMRO Young Professionals (NL)?
• Recruitment ABN AMRO (NL)?
• Linkage Banque Cantonale Vaudoise (CH)?
• Trading Saxo (DK)?
• MMORPG cross-over
• Exchange real-virtual money Entropia

Massive Multiplayer Online Role Playing Game
Source IBM Institute for Business Value
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The worlds local bank is taking an interest in
what interests its customers....

• Topic of the week
• Polls Data
• Commentary
• eCards
• Also
• Links to HSBC
• Advertisements
• email a Friend
• give feedback

http//www.yourpointofview.com/
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... and starting to build communities
http//www.yourpointofview.com/