IBM Lotus Quickr Overview - Presentation Authors: Jelan Heidelberg

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IBM Lotus Quickr Overview
Presentation Authors:
Jelan Heidelberg, jcheidel@us.ibm.com
Offering Manager, Lotus Quickr

Marc Pagnier, marc_pagnier@us.ibm.com
Product Manager, Lotus Quickr

WW Sales Contacts:
Kim Artlip, kim_artlip@us.ibm.com

Paul Culpepper,   paul_culpepper@us.ibm.com

Note: at Lotusphere, this presentation was used in session INV110

           ®
Agenda

               Business and market trends

               IBM Lotus® Quickr™ overview

               Relationship between Lotus Quickr
               and other products in our portfolio

               Benefits of Lotus Quickr

www.ibm.com/lotus/quickr                             2
The small print

   This presentation provides a description of IBM’s roadmap
   for document management and team collaboration.

   The material is directional in nature and does not imply any
   product plan commitment on the part of IBM.

   Plans are subject to change at any time without notice.

www.ibm.com/lotus/quickr                                          3
Enterprises need to adapt to a globally connected world
   ƒ Teams span the globe                                   “WPP…looked at all its employees… as a
                                                            vast pool of individual specialists who
         Extended enterprises and strategic partnerships   could be assembled horizontally into
                                                            collaborative teams, depending on the
         Mergers and acquisitions                          unique demands of any given project.
         Outsourcing                                       And that team would then become a de
                                                            facto new company…”
   ƒ Teams are fluid
                                                            Thomas L. Friedman, The World is Flat
         Changing from project to project
                                                                      Management models of the
         Crossing organizational boundaries
                                                                      future will need to contend…with
                                                                      how to orchestrate a complex
                                                                      and changing network of
                                                                      individuals within and outside the
                                                                      boundaries that previously
                                                                      defined “the enterprise”…

                                                                      Global Innovation Outlook 2.0
                                                                      March 2006

www.ibm.com/lotus/quickr                                                                                   4
Innovation is critical to compete in the 21st century
      and collaboration is essential for innovation…
      ƒ Top innovation priorities

            Extend the ability to collaborate
             inside and outside
            Innovate business models and
             processes
            Leverage information for business
             optimization                                       87% of
                                                                87%  of CEOs
                                                                        CEOs believe
                                                                                believe
                                                               fundamental change
                                                              fundamental     change is
                                                                                      is
                                                             required in
                                                             required  in next
                                                                          next two-years
                                                                               two-years
                                                                 to drive
                                                                 to drive innovation
                                                                           innovation

        External collaboration is indispensable. CEOs stressed the
        overwhelming importance of collaborative innovation – beyond
        company walls. Business partners and customers were cited as top
        sources of innovative ideas …
                                                 Source: 2006 IBM Global CEO Survey

www.ibm.com/lotus/quickr                                                                   5
A workforce in transition provides challenges
      and opportunities

          Older workers           Mid- career workers                New generation
           (Age 50 +)                (Age 35 – 50)                  (born after 1980)
  Growing as % of workforce     Shrinking as % of workforce    Growing as % of workforce
  Hold the wisdom and           Essential source of            Critical to long-term viability
  intellectual capital of the   professionals and middle       and innovation
  organization                  managers
  Traditional approach to       Tech savvy but not “native     Technology is 2nd nature; more
  technology, collaboration,    speakers”; mixed approach to   interested in peer / interest
  organizational loyalty, and   collaboration, loyalty, and    groups than organizational
  rewards                       rewards                        identity; think work should be
                                                               fun and fulfilling

     Capture their knowledge     Relieve their stress and      Attract and retain; harness
        before they retire            increase their            their collaborative style
                                      effectiveness

www.ibm.com/lotus/quickr                                                                         6
Web 2.0 is the native language of “Millennials” and the
      new language of collaboration …

                                                                          By 2009, wikis are predicted to
             Everyone contributes                                         become mainstream collaboration tools
                                                                          in at least half of all companies.

                Everyone’s opinion
                                                                         A new blog gets created every second.
                should be heard

                Communication is                                         Almost three-fourths of teens send
                constant                                                 instant messages more than e-mail.

         And every generation wants the applications at work to be as
         “cool” and attractive as the ones at home …
          Technorati/ Law Technology News, Dec 1, 2005; Comscore, Aug 8, 2005; America Online /Research Alert, Jan 6, 2006

www.ibm.com/lotus/quickr                                                                                                     7
A “collaboration gap” looms large in the mind of the CEO
                                                                      External collaboration is
            % of CEOs who believe
            collaboration is “absolutely                              indispensable. CEOs stressed
            critical” or “of great                                    the overwhelming importance of
            importance”
                                                                      collaborative innovation.
      80%                                  % of CEOs who believe
                                           their organization
                                           collaborates “to a large   Financial performance:
      60%
                                           extent”                    strong collaborators enjoyed
                                                                      healthier revenue growth and
                                                                      average operating margin over
      40%                                                             their competition...

      20%                                                             The gap: although collaboration
                                                                      aspirations were high, actual
                                                                      implementation was dramatically
      0%
                                                                      lower…
      Source: “Expanding the Innovation Horizon: 2006 IBM Global CEO Survey”

www.ibm.com/lotus/quickr                                                                                8
State of current tools contributes to the gap…
      ƒ Fragmented: collaboration tools are
        fragmented and disjointed
      ƒ Hard-to-use: only those with greatest
        need are willing to tackle the learning
        curve
      ƒ Stove-pipe silos: users are forced to
        change applications to access needed
        collaboration services
      ƒ Lack of integration: separation between
        communication and collaboration services
        leads many users to fall back to the
        pervasive “reply to all”
      ƒ Unfamiliar: current tools don’t enable
        users to stay within their favorite
        applications

www.ibm.com/lotus/quickr                               9
Transforming the trends into product strategy…

    ƒ Integration & flexibility:
          Fits right into the applications you            Relative importance* of attributes to buyers
                                                                     of collaboration software
           use
          Customizable to meet your needs
                                                             Integrates easily
          Open
                                                            Simplify way work
    ƒ Simplicity:                                       Anywhere/time access
          Easy to get started
                                                  Organization more responsive
          Easy to learn
                                                            Reliable and stable
          Simplifies your everyday work
                                                            Adaptable to needs
    ƒ Anytime, anywhere
                                                         Employees productive
      access:
                                                    Excellent service / support
          Collaborate inside or outside
           your firewall
                                                              Source: internal IBM market research survey
          Take your content offline                          (*Coefficients in Logistic Regression)

www.ibm.com/lotus/quickr                                                                                    10
Agenda

               Business and market trends

                IBM Lotus® Quickr™ overview

               Relationship between Lotus Quickr
               and other products in our portfolio

               Benefits of Lotus Quickr

www.ibm.com/lotus/quickr                             11
almost

www.ibm.com/lotus/quickr            12
Introducing IBM Lotus Quickr
   Fastest way to share everyday business content with your teams…

   ƒ Most complete set of connectors to
     desktop applications and an open
     connector architecture for
     developers                                                  Shared                  Team
                                                                 Content               Workspaces
   ƒ Rich collaborative content and
     team services integrated with                                         Quickr
                                                                            Quickr
     entire IBM portfolio                            Wikis              Content  Stores
                                                                         Content Stores
                                                     Team                                            Business
                                                                                                     templates
   ƒ Out-of-the-box business templates               Blogs

     (e.g. Innovation Place) leveraging
     composite application support                                                      Anywhere,
                                                               Workflow
                                                                                         Anytime
   ƒ Integration with Lotus Domino®
     and JCR content stores initially,
     and plans for IBM FileNet P8
     support, providing comprehensive,
     scalable end-to-end content
     management options

                                          Lotus Domino       IBM JCR        IBM FileNet *        IBM CM *             Other
                                            * - Requires separate purchase; supported in future release of Lotus Quickr
www.ibm.com/lotus/quickr                                                                                                      13
Lotus QuickPlace® & Lotus Quickr
  ƒ Lotus QuickPlace customers will be entitled
    to Lotus Quickr 8.0
        QuickPlace 7.0 customers can think of Lotus
         Quickr 8.0 as their next release
        With so much more: connectors, collaborative
         content management, composite applications,
         etc...
        For QuickPlace 7.0 customers, moving to Quickr
         8.0 will be even easier than previous release
         upgrades
  ƒ No need to upgrade your entire
    environment !
        Lotus Quickr 8.0 runs on both Domino 7.0 and 8.0

www.ibm.com/lotus/quickr                                    14
Lotus Quickr provides a universe of capabilities…
                                                                                                                 Self-service, customizable team
Library management, check
                                                                                                                 sites with an extensible
in & out, version control,
                                                                                                                 infrastructure (membership
views, security, custom
                                                                                                                 mgmt, search capabilities), that
meta-data for a variety of
                                                                                                                 support a full team lifecycle
business content types
                                                     Shared                 Team
                                                     Content              Workspaces
                                                                                                                      Templates for immediate
                                                                                                                      out-of-the-box value and
                                                               Quickr
                                                            Content Stores                                            support of common
                                         Wikis
A collection of reusable                                                                Business                      business processes,
                                         Team
collaborative components                                                                templates                     including Innovation
                                         Blogs
(libraries, calendars,                                                                                                Place, project & meeting
tasks, blogs, lists, Web                                                                                              management
content authoring...) to
build powerful applications                                                Anywhere,
                                                   Workflow
                                                                            Anytime

                                                                                                                    Offline services, extranet
  Basic workflow for                                                                                                access, versatile portlets, to
  notification and approval                                                                                         expand and facilitate
                                                                                                                    collaboration

                              Lotus Domino       IBM JCR        IBM FileNet *        IBM CM *            Other

                                  * - Requires separate purchase; supported in future release of Lotus Quickr
www.ibm.com/lotus/quickr                                                                                                                             15
Lotus Quickr is open and flexible …

  ƒ Infrastructure:                                                                                           ƒ Industry
                                                 Shared
                                                 Content
                                                                         Team
                                                                       Workspaces                               standards:
       Repositories
       Directories                                        Quickr
                                                                                                                 Eclipse
                                                        Content Stores
       Server
                                     Wikis
                                                                                    Business                     Atom or RSS
                                     Team
        operating                    Blogs                                          templates
                                                                                                                 ODF
        systems
                                                                                                                 AJAX
       Desktop                                                        Anywhere,
        operating                              Workflow
                                                                        Anytime                                  Web Services
        systems                                                                                                  REST
       Programming                                                                                              Java
        models
                                                                                                                 Linux

                           Lotus Domino      IBM JCR        IBM FileNet *        IBM CM *            Other
                                * - Requires separate purchase; supported in future release of Lotus Quickr
www.ibm.com/lotus/quickr                                                                                                         16
Access Lotus Quickr from an inviting, intuitive
      Web 2.0 interface…

www.ibm.com/lotus/quickr                                17
Lotus Quickr Connectors integrate right into your favorite
      applications…
                   Making sharing & collaboration transparent and natural

          Lotus                                                               Windows Explorer /
          Notes®                                                              “My Documents”
          client

                                                                                         Lotus
                                                                                       Sametime®

     Microsoft Office /
     IBM Productivity Editors

www.ibm.com/lotus/quickr
                           Simplicity     Anytime & Anywhere   Integration & Flexibility           18
Lotus Notes Connector
   Helps reduce e-mail attachments, content duplication, and “version anxiety”…

ƒ Open and save
  attachments into
  library or team
  workspace
ƒ Replace e-mail
  attachments with
  shared links
ƒ Integrated into file
  menus and “right
  click”
ƒ “Reminder” prompt
  encourages
  participation
ƒ Supports Lotus Notes
  7 & 8!

www.ibm.com/lotus/quickr
                           Simplicity   Anytime & Anywhere   Integration & Flexibility   19
Microsoft Office Connector
   Facilitates collaborative document authoring and version management…
  ƒ Open and save documents
    into library or team
    workspace
  ƒ Assign document properties
    (meta-tags)
  ƒ Integrate with workflow for
    approval routing
  ƒ Integrate with “dogear* ”
    for tagging
  ƒ Use your editor of choice
    (no forced upgrade)
        Microsoft Office XP, 2000,
         2003…
        IBM Productivity Editors                           Also available for
                                                            IBM Productivity
                                                            Editors with ODF
        * Requires purchase of Lotus Connections                support

www.ibm.com/lotus/quickr
                             Simplicity            Anytime & Anywhere            Integration & Flexibility   20
Lotus Sametime Connector
   Provides easy access to shared content right from real-time client …

                               ƒ Navigate content                ƒ Send links in chats
                                 through a simple
                                 tree interface                  ƒ Invite colleagues to
                                                                   download the
                               ƒ Drag and drop from                connectors
                                 local system to
                                 libraries and team
                                 workspaces
                               ƒ Integrated action
                                 menu
                               ƒ Quick contextual
                                 access to shared
                                 documents

www.ibm.com/lotus/quickr
                           Simplicity     Anytime & Anywhere   Integration & Flexibility   21
Microsoft Windows Explorer Connector
   Makes it easy and natural to move content to collaborative environment…

    ƒ Navigate content
      through familiar
      tree interface
    ƒ Drag and drop
      content from local
      system to libraries
      and team
      workspaces
    ƒ Integrated action
      menu

www.ibm.com/lotus/quickr
                           Simplicity   Anytime & Anywhere   Integration & Flexibility   22
Team workspaces
       Easily create online places for projects and teams

ƒ Components for managing
  projects, including:
     Document libraries

     Team calendar and milestones

     Lists for managing structured
      content

     Discussions forums, blogs, &
      wikis

     And more...

ƒ Self-service with a step-by-
  step guide to set up the
  places

www.ibm.com/lotus/quickr                                    23
End users can create custom team workspaces using
   flexible Lotus Quickr templates and components

       Team blog

       Wiki

       Project
       dashboard

       Many
       more…

www.ibm.com/lotus/quickr                               24
You do not need to reinvent the wheel
    Use Lotus Quickr application templates designed for specific business needs…

  ƒ We will provide
    extensible business
    application templates
  ƒ Plus, we will provide a
    place for a community
    of contributors to
    exchange ideas and
    share business
    templates

www.ibm.com/lotus/quickr
                           Simplicity   Anytime & Anywhere   Integration & Flexibility   25
Content libraries
            Quickly set up libraries to store and share content securely

 ƒ Check-in, check-out, version control

 ƒ Customizable views to organize
   content

 ƒ Multi-level security (library, folder,
   document)

 ƒ Search across multiple libraries

 ƒ Workflow for routing & approving
   content

 ƒ RSS/Atom feed support to share or
   consume content

 ƒ Extensibility: custom meta-data,
   document types and templates

www.ibm.com/lotus/quickr                                                   26
Lotus Quickr 8 -- Personal Edition
   Personal Edition provides a “starter set” of Lotus Quickr capabilities

ƒ Fast and easy on-line
  personal content library
ƒ Familiar folder metaphor
     Easily move content to secure,
      managed servers
     Private content
     Shared content
ƒ Getting started is just an
  e-mail click away
ƒ Includes Lotus Quickr
  connectors
ƒ Planned availability 2H ‘07
                                                                                  Free to Lotu
                                                                                               s
                                                                                    currently
                                                                                licensed No
                                                                                             tes
                                                                               and Domino
                                                                                            Web
                                                                                Access use
                                                                                            rs!!

www.ibm.com/lotus/quickr
                           Simplicity   Anytime & Anywhere   Integration & Flexibility             27
Agenda

            Business and market trends

            IBM Lotus Quickr overview

              Relationship between Lotus Quickr
              and other products in our portfolio

            Benefits of Lotus Quickr

www.ibm.com/lotus/quickr                            28
Lotus Quickr Roadmap

              ‘06                                 2Q ‘07                            4Q ’07 – Q2 ‘08

                                                             Lotus Quickr                  Lotus Quickr
                                                             personal edition               - Futures

                                                                                 ƒ Continued focus on user interface
                                               Lotus Quickr 8                    ƒ Continued focus on connectors
                                                                                     ƒ New Microsoft Outlook connector
      QuickPlace 7                                                               ƒ Continued focus on integration
                                       ƒ Modern intuitive UI with Web 2.0
                                       ƒ Business templates, blogs, wikis...         ƒ In-context sharing & web
                                                                                       conferencing
   From IBM Workplace™                 ƒ Connectors for Lotus Notes, Lotus
    & IBM WebSphere®                     Sametime, Microsoft                         ƒ Profiles, dogear, activities,
        Portal offerings                                                               communities, etc.
                                       ƒ Collaborative content management
                                                                                 ƒ Extended tools support
                                       ƒ Ease of administration
                                                                                     ƒ Lotus Component Designer
                                                                                 ƒ Integration with IBM FileNet
                                                                                     ƒ Records management, etc.
                                                                                 ƒ Integration with IBM Domino.Doc®
     Lotus Domino                             Lotus Domino
  Document Manager 7                       Document Manager 8

                           This product roadmap is directional in nature and does not imply any product plan
                           commitment on the part of IBM. Plans are subject to change at any time without notice.
www.ibm.com/lotus/quickr                                                                                                 29
Lotus Quickr and composite applications
    Lotus Quickr provides quick out-of-the-                                     User Interface Services
                                                                                               Connector services
    box value
        A set of extensible services for end-users to
        quickly create rich business applications - with no   Portal &      Sametime
                                                                              7.5
        programming skills required                           Notes 8.0

    Lotus Quickr leverages the strengths of
    the core IBM application platforms -                            Content and Collaboration Services
    Domino, WebSphere Portal, Eclipse
        Programmers familiar with any of these platforms
        can integrate and extend Lotus Quickr services        Content lib
                                                                                       Business
                                                                                                                   Blogs
                                                                                       templates
        and components to create advanced custom                                                     Calendar      Wikis
                                                                                                    Milestones
        applications                                                    Team places

                                                                                Deployment Services
                                                                     Multiple repositories, devices, directories…

                                                              Domino, Portal,                                     Rich
                                                                FileNet…          Extranet         Browser       Clients
                                                                                   Offline

www.ibm.com/lotus/quickr                                                                                                   30
Lotus Quickr and Lotus Connections:
      a perfect combination
                           Profiles                                          Communities

                                      ™Connect team members to                                ™Connect places and
                                       their profiles for expert                               communities to support rich
                                       location                                                collaboration
        Bookmarks

                                                                                                     Activities

™Tag content, events,
 wiki pages, tasks, etc...                           Shared            Team
 for more accurate                                   Content         Workspaces
 searching and retrieval                                                                                ™Add place content to
                                                                                                         an activity
                                                             Quickr
     Blogs
                                            Wikis         content stores                                ™Grow an activity to a
                                            Team                                  Business               place
                                                                                  templates
                                            Blogs                                                       ™Spawn-off activities
                                                                                                         from a place

                                                    Anywhere
  ™Complement Quickr                                 Anytime
                                                                      Workflow
   contextual team blogs
   with personal blogs

www.ibm.com/lotus/quickr                                                                                                         31
Agenda

           Business and market trends

            IBM Lotus Quickr overview

           Relationship between Lotus Quickr and other
           products in our portfolio

            Benefits of Lotus Quickr

www.ibm.com/lotus/quickr                                 32
Lotus Quickr solves key customer needs
       To maintain competitive position, innovate, and grow revenue, organizations
       require solutions to enable them to collaborate across the enterprise and
       beyond—to more effectively manage their information and projects
                                                    Get control of my content      Better collaborate with
    Let me...         Work the way I want
                                                         and information           partners and customers
    I want to...      ƒ Be more productive          ƒ Stop using my inbox to       ƒ Quickly set-up places to
                                                      dump content                   share content with
                      ƒ Work more effectively
                                                                                     anyone I want
                        with my colleagues          ƒ Reduce the duplication and
                                                      inconsistencies of content   ƒ Manage projects
                                                                                     securely

    Lotus             ƒ Access and manage           ƒ Integrate my mail client     ƒ Add users to my spaces
    Quickr              content naturally from        with my shared places and      myself
                        within the applications I     libraries
                        use everyday                                               ƒ Provide tools to track
    lets me...
                                                    ƒ Organize my files in a         and manage my team
                      ƒ Collaborate anywhere and      secured environment            activities
                        anytime
                                                    ƒ Share simply and easily
                      ƒ Take my content and
                                                    ƒ Reuse and expose content
                        projects offline
                                                      across applications

www.ibm.com/lotus/quickr                                                                                        33
Lotus Quickr integrates easily & provides flexibility

         ƒ For end users, Lotus Quickr connectors integrate into desktop
           applications
               Increases adoption of collaborative tools
               Simplifies collaboration among users with different styles and preferences
               Improves effectiveness

         ƒ For IT, Lotus Quickr leverages current software and hardware
           investment
               Works with multiple versions of Notes clients, Domino and Microsoft Office (no forced
                upgrades)
               Supports open standards

         ƒ Roadmap: Support for additional repositories and clients
               Designed for a heterogeneous environment; doesn’t force adoption of a single set of tools

www.ibm.com/lotus/quickr                                                                                    34
Lotus Quickr provides anytime, anywhere access
         ƒ For end users:
               Take an entire team workspace offline to work wherever you are
               Access team workspaces from outside the firewall to collaborate with
                strategic partners
               Access the same content from multiple applications

         ƒ For IT:
               RSS / ATOM feeds provide an easy way to post Lotus Quickr
                 content to other applications
               Use Domino replication to move Lotus Quickr content
                to the edges of your network for better performance

www.ibm.com/lotus/quickr                                                               35
Lotus Quickr = simplicity
         ƒ For end users:
               Personal edition of Lotus Quickr lets you get started easily
               Lotus Quickr connectors let you collaborate with minimal disruption to your
                normal work patterns
               Setting up intranet or extranet team workspaces takes a few simple steps
               Templates make it easy to create business-specific team workspaces
               Use of Web 2.0 technologies makes UI more compelling and more similar to
                what they use at home

         ƒ For IT:
               Leverages your current skills
               Provides self-service options
                for end users

www.ibm.com/lotus/quickr                                                                      36
Thank you!!

www.ibm.com/lotus/quickr                 37
© IBM Corporation 2007. All Rights Reserved.

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www.ibm.com/lotus/quickr                                                                                                                                    38
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