Increase organizational effectiveness by finding experts and encouraging the formation of trusted relationships faster

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2 Executive Summary The need for greater innovation, capturing the wisdom of the retiring crowd, attracting a young workforce, and leveraging dispersed human capital drive the need for social software solutions. IBM Lotus Connections can help your organization: Increase organizational effectiveness by finding experts and encouraging the formation of trusted relationships faster Increase search satisfaction by finding colleague-recommended information faster Increase work quality by discovering and reusing the wisdom of crowds, or communities

3 Lotus Connections Services Profiles Quickly find the people you need by searching across your organization using keywords that help identify expertise, current projects and responsibilities Communities Create, find, join, and work with communities of people who share a common interest, responsibility, or area of expertise Blogs Use a weblog to present your idea and get feedback from others; learn from the expertise and experience of others who blog Dogear Save, organize and share bookmarks; discover bookmarks that have been qualified by others with similar interests & expertise Activities Organize your work, plan next steps, and easily tap your expanding professional network to help execute your everyday deliverables, faster

4 Lotus Connections is already at work in IBM Profiles IBM s internal BluePages application provided the basis for Profiles. BluePages holds 578,254 profiles and serves 3.5 million searches per week. It is the hub of both user requests and all applications authentication for IBM. Communities IBM hosts over 1400 online communities. IBM forums have 147,000 members and over 1 million messages. Blogs IBM s BlogCentral has 39,531 blog users (owners and commenters) with 94,061 entries and 93,120 comments, as well as 20,040 distinct tags. Dogear IBM s internal Dogear system has 393,979 links from 12,676 users, and 16% are private. There are 991,116 tags and 4,146 Watchlist subscriptions. Activities IBM s internal Activities service contains 33,138 activities with 248,324 entries and 59,825 users. Data is as of December 13, 2007

5 Lotus Connections Functional Topology Lotus Connections Service Corporate LDAP Directory Requires IBM WebSphere Application Server 6.1 on: Red Hat Enterprise Linux Enterprise Server 4 Microsoft Windows 2003 Server SUSE Linux Enterprise Server 10 on Intel IBM AIX bit OS (ITDS 6, MS Active Directory 2003, Domino 7/8, SunOne) Relational Database Out-of-Box Access Points Browsers IBM Lotus Notes IBM Lotus Sametime IBM WebSphere Portal IBM Lotus Quickr Microsoft Office Microsoft Outlook RIM BlackBerry One or more services Activities Profiles Dogear Blogs Communities Homepage (IBM DB2 9.1/9.5 software, Oracle 10g, and Microsoft SQL 2005)

6 The need for greater and better innovation CEOs said: top sources of innovation were employees, business partners, and customers Source: IBM, Global CEO Study 2006, March 2006

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9 IBM Research project, Fringe, using SONAR

10 Capture the wisdom of the retiring crowd, while attracting and retaining a younger workforce By 2010, 40% of the U.S. workforce is set to retire In the year 2000, there were more people receiving pensions in Italy than people working Develop trusted relationships to share wisdom Within the next six years, 33 million people in Japan (26% of the population) will be over 65 years old By 2016, the number of individuals aged in Australia is expected to almost double Source: US Bureau of Labor Statistics, Beazley, et. al, Continuity Management, Mackay, Alan. Mature Age Workers: Sustaining Out Future Labor Force. An Ageless Workforce - Opportunities f or Business' Symposium Conference Paper. August 27, w w w.ageing.health.gov.au/ofoa/w llplan/aaw papers.htm, Time to act quickly on aging. The Japan Times Online. August 23, 2002 w w w.japantimes.co.jp/cgi-bin/getarticle.pl5?ed a1.htm, A. Paulli, Pension systems and gradual retirement in Italy, September 2000, p.17

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13 Leverage increasingly dispersed human capital, while connecting more people to foster greater trust Work environments are more complex Work is increasingly collaborative More interactions with unknown people Org structures constantly changing Need for more social capital to get your job done activities can be effective

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15 HELP ME FIND EXPERTISE AND BUILD A NETWORK People are key to my business. How can Lotus Connections help me find expertise and build a social network?

16 How do I search for expertise? Start with a person, or start with a topic

17 Start your search with a person, from Lotus Notes 17

18 or from Outlook 18

19 or Lotus Sametime 19

20 or Microsoft Office 20

21 or Lotus Quickr

22 or Microsoft SharePoint Investigate colleague s bookmarks Instructions for this custom integration can be found at:

23 or WebSphere Portal Search default is by name however other fields can be selected Results display 23

24 or RIM BlackBerry

25 or the Connections search page, or Profiles search page

26 and read and tag that person s Profile. Demo

27 @IBM: Easiest way to extend your network? Blogs. Read a blog, learn something Comment on a blog, make a new friend Write a blog, share something (and learn some more)

28 Internal blogsites are like a global lunch room It s where you share the stuff you d normally share over lunch in the company cafeteria. Result? I know more about you as a person, and how you contribute to the organization.

29 Lotus Connections Blogs Built as a destination blog site, similar to Web consumer-oriented sites View all blog entries by What s Hot, Most Recommended, Commented, Visited Search across blog entries by All Content, Tag, Author, Comments, Title Flag content as inappropriate Rate and recommend blog entries Send notification to others Demo

30 HELP ME FIND GOOD INFORMATION Information is all over the place. How can Lotus Connections help me be more effective at finding information that is valuable and relevant?

31 Search for a topic using the Connections search page, or Dogear browser plugin

32 or RIM BlackBerry Dogear application

33 or your enterprise search solution 50% of all intranet searches in IBM end in a click on user-tagged content, powered by Dogear.

34 or the Dogear page, then read and work with the results. Demo

35 HELP ME REACH OUT TO OTHERS AND DRIVE INNOVATION People are key to growth. How can Lotus Connections help me reach out to customers, partners, and my employees to drive innovation into my business?

36 What is a Community? Collection of people and their individual knowledge and experiences Communally created knowledge and experiences Collection of all the tools a community uses Individual blogs, bookmarks, files Forum Wiki, document repository Persistent chat room, Web meeting room Real-time broadcast channel Etc. It s more than just a place to commune.

37 A Lotus Connections Community aggregates it all, and makes it all discoverable by non-members You can t leverage the wisdom of crowds if you don t know where the crowds are.

38 HELP ME WORK MORE EFFICIENTLY AND SHARE BEST PRACTICES Business is constantly changing. How can Lotus Connections help me work more effectively and share best practices?

39 How to work more effectively Personal task management for each task you need to complete, corral all those s, IM transcripts, to-dos, websites you need to research, meeting minutes, files, thoughts and ideas in one place. Organize it with sections and on the fly forms. can lead to Social task management invite people ad hoc to help you complete the task. Encourage them to add people they know who can help, as well.

40 How to work more effectively continued which can lead to Human Process recipes publish a reusable template, or recipe, for tasks for which you have developed a good practice. Use them yourself, and give others the chance to as well e.g., Create first document draft, Onboard a new employee in my dept., Plan a marketing event for my region, Prep for a customer meeting for my product

41 We ve made it easy to gather your stuff

42 Add an or Notes document to an Activity in Lotus Notes 42

43 Add Lotus Sametime chat to an activity 43

44 Add to an Activity in Microsoft Outlook 44

45 Add a file to an Activity from Microsoft Windows Explorer 45

46 Add a Microsoft Office document to an Activity 46

47 Add a website link to an Activity

48 Then, you can work with your Activity Demo

49 Activities Templates

50 HELP ME KEEP TRACK OF IT ALL Social content is ever expanding. How do I keep track of it all?

51 Keep up to date with your social Homepage Demo

52 Thank you!

53 Coming in 1H 2008 Homepage Attention Management Personalization Profiles Customization Social Networking Communities Discussion Forum App Integration Blogs Post to External Blogs Related Blogs Popular Entries Dogear Unified Bookmarklet Popularity Count Share & Notify Activities Personal Organization Customization Flexible Types Cross-Service Notifications Ratings Aggregation Social Tagging Membership Mgmnt Search Metrics

54 What makes Lotus Connections unique? Built from the beginning as social software People, community, and task centric services built to complement real-time and document centric services IBM human capital management and IBM Research thought leadership Choice of relational databases (IBM DB2, Oracle, Microsoft SQL Server) Choice of platforms (Linux, AIX, Windows) Accessible out-of-box from a multitude of clients, from RIM*, IBM and Microsoft, past and present Robust REST-style API (Atompub/ASF, elegant URLs) for ease of integration Dogear is first-in-business social bookmarking improve corporate search satisfaction with usertagged content Activities is first-in-business social task management improve personal productivity and share reusable human processes Communities are shareable personal groups create user-defined public groups and synchronize the membership roster* with community tools Community integration with leading wiki providers, realtime broadcast tools, and teaming tools, with no third-party code requirements* Community content aggregation uncover collective knowledge stored in a variety of collaborative tools through the Community homepage * Coming in H1 2008

55 Is your company adaptable to change? 75%

56 Bookmark a Lotus Notes document, view, database 56

57 Available access points wherever your eyes are Out-of-box access from multiple clients: Browser (Internet Explorer, Mozilla Firefox, Safari*) Inbox (Lotus Notes, Microsoft Outlook*) Windows Explorer Word processing/spreadsheet/presentation tools (Microsoft Office, Lotus Symphony) Instant messaging clients (Lotus Sametime) Portals (WebSphere Portal, JSR 168 portlet) Mobile devices (Windows Mobile*, BlackBerry*, others) Team collaboration sites (Lotus Quickr*, Microsoft SharePoint*) Designed to be integrated with other applications REST-style API (Atompub/ASF) Microsoft SharePoint, Microsoft Office Communications Server (already integrated for one customer) SAP, PeopleSoft, etc. Confluence, MediaWiki, SocialText, etc. * Coming H1 2008

58 Add Connections content to websites based on topic Integrated Dogear bookmarks with matching java tag 58

59 Use Microsoft Word to post a Connections blog entry 59

60 What is Lotus Connections

61 Profiles - Stay In Touch With Your Network Expanded customized profile data fields and views for your organization Tag your colleagues and easily find them, search on them, and keep in touch with them Identify, develop and maintain a professional network with colleagues Aggregate social data in one place for others to easily discover your work This product roadmap is directional in nature and does not imply any product plan commitment on the part of IBM.

62 Communities - Vibrant Places of interest Aggregates information from across Lotus Connections, Lotus Quickr, and Socialtext & Confluence wikis Discuss with subject matter experts, ask questions and share your knowledge Allows you to address the community in external applications, like Access to external community collaboration tools like wikis, teamrooms, chat This product roadmap is directional in nature and does not imply any product plan commitment on the part of IBM.

63 Blogs - Improving Search and Discovery Advanced sorting options to allow you to better manage information Tags to assisting in finding relevant information Additional information such as number of comments and entries related to blogs Easily identify blog entries with the most recommendations and visits This product roadmap is directional in nature and does not imply any product plan commitment on the part of IBM.

64 Dogear - Share and Discover Information Filter the information relevant to your interests Stay updated and get notified when new information is available Notify your colleagues of interesting web sites Flag a broken URL to alert the owner that a web site may be off-line This product roadmap is directional in nature and does not imply any product plan commitment on the part of IBM.

65 Activities - Get Things Done The Way You Work Group activity entries together in customizable sections Easily access related information in Lotus Quickr library and support publishing files to a Lotus Quickr library This product roadmap is directional in nature and does not imply any product plan commitment on the part of IBM. Support custom activity properties Group relevant information together under main entries

66 Keep up-to-date through the Homepage CrossConnections Search Aggregates relevant social data throughout Connections Eases management of your incoming requests and tasks Improves your ability to track and discover critical information and people Provides faster access to your rapidly expanding network Composed of widgets that can be used in other web applications, including custom pages or mashups This product roadmap is directional in nature and does not imply any product plan commitment on the part of IBM.