AD105 Use Domino XPages for your Social Business. Real World Example "safebook". Part of Herbert Wagger's presentation.

1. AD 105
Use IBM Domino and XPages
for your social Business
Niklas Heidloff
Senior Software Engineer | IBM
Herbert Wagger
Managing Director | INTRANET Software & Consulting GmbH
© 2012 IBM Corporation

2. INTRANET Profile and Customer References
INTRANET Software & Consulting GmbH
LAKESIDE B01, A-9020 Klagenfurt
Tel. +43(0) 4229 3900
http://www.intranet-consulting.at
Company Profile
• Foundation1997
• Independent Software Vendor
• Markets: Banks, Insurance, SMB
• 35 Installations, > 10.000 user
2 | © 2012 IBM Corporation

3. Collaboration and Social Software
■ A social business is one that embraces and cultivates spirit of collaboration
and community throughout the organization – internally and externally
■ Social software helps users to find the right information at the right time by
leveraging personal networks, analytics and context
■ Collaboration and social software allow sharing of information. Social
software adds functionality to address the information scatter and flood
problems
3 | © 2012 IBM Corporation

4. The World has changed
2000 2011
Desktop Smartphone/Tablet
Pull Push
Click Touch
Tabs Feeds
Location unknown „location aware“
eBusiness Cloud
„go online“ „always connected“
Program-CD Apps
4 | © 2012 IBM Corporation

5. The Social Enterprise
Watch out this Prezi
5 | © 2012 IBM Corporation

6. A Banking Solution over the years
Lotus Notes/Domino Release 4.5, 5, 6, 6.5 New Techn. (R8)

2000 2004 2008 2009 2011 2013
Integrated Banking Frontend Web 2.0
6 | © 2012 IBM Corporation

7. “Safebook” brings the Best of the Consumer Web to
Banking Business
Selling experience Analytics
Recommender Engine
Social Networking
Genius
Tagging , Rating,
Real Time conversation ,
Subscription
micro blogging
Everyone can contribute User Experience
with his knowledge “sexy” UIs
7 | © 2012 IBM Corporation

8. i-Bank + safebook = i-Bank 2.0
Safebook (Social Media, Web 2.0)
i-Bank: CRM, Marketing/Sales & Workflow Platform
i-Bank Framework
Customer Analysis/ Controlling
Products Acquisition Loan
Relationship Councelling Processing
Custom er Contact Needs Product Product Conditions Target Cross- Sales Analysis Loan Rating
Info History Analysis Proposal & Knowledge groups Selling Reports Appl. Scoring
Calendar/ Financial Product Multi-Level Activities Annual Approval
Mail Product Finder Process
To-Do List Planning Selling Opportunity Mgm t. Sales Plan Workflow
CRM Base + Product Campaign Sales Mgmt &
Sales Scripts Credit Manager
Customer Mgmt. Catalogue Management Controlling
Domino and/or Websphere
Transaction Processing Systems (Mainframe)
8 | © 2012 IBM Corporation

9. Live-Demo
Social CRM
360ƒ CRM- and social view
>
Produpedia
SalesWiki, Rating, Tagging, …
>
i-Tweet
Micro Blogging & Activity Stream
>
Social Enabler, XNames
Lotus Connections, Dropbox, Facebook
>
Social Analytics
Email, Calendar, i-Tweets >
9 | © 2012 IBM Corporation

10. Social CRM (1)
■ Purchase Probability (Amazon)
■ 360 degree customer view,
profiling, segmentation,
products, financial status, ...
■ Social Client akquisition
(Campaigns, Opportunity
Management, Contact
Management)
■ “Follow” a Customer and get
posted via Activity Stream
■ Advisory functions, Financial
Planning (As-is analysis,
szenarios, calculations, tools)
■ Sales planning/monitoring and
controlling
10 | © 2012 IBM Corporation

11. Social CRM - 360° view on customer incl. social view
■ i-Tweets from inside the
organisation
■ Social Profiles & Conversations
(Facebook, Twitter, Google+,
LinkedIn, ...)
■ Social Analytics of SM-Channels
■ Cross selling potential
■ Opportunity Management
■ Activity Management
■ Appointments, ToDo‘s, e-mail
11 | © 2012 IBM Corporation

12. Social Enabler for XPages
■ Social Apps For Enterprises
using XPages and OpenNTF
project Social Enabler
■ Utilize and integrate services
from Connections, LotusLive
etc. and inter-operate between
heterogenous systems using
standard and established
technologies like REST, OAuth
and JSON
12 | © 2012 IBM Corporation

13. “Produpedia”, the SalesWiki
■ Wikipedia concept, everyone
can contribute with his
knowledge
■ Product Knowledge Base, Terms
& Conditions, Highlights, add-on
Products, ...
■ Best Practice in sales, tactics,
sales arguments
■ Cloud Tags, Product Finder
■ Comments, Ratings, Tagging
■ Top Charts, What's New,
Popular, ...
■ Blogs (Integration with Lotus
Connections)
■ Microblogging, publish feeds into
i-Tweet
13 | © 2012 IBM Corporation

14. “i-Tweet”, internal wall, micro blogging, info-push
■ Integrate People, Content and
Applications
■ Follow colleagues or experts
across the organisation
■ Follow campaigns, loan
applications, hot customer
cases etc.
■ Social Product Livecycle,
involve Product Managers,
Marketing, Sales, Legal, Sales
Rep. in a feedback-loop.
■ i-Bank or external systems start
talking to you via the live-feed
and status updates.
■ Comments, Like, Share, Tagging
14 | © 2012 IBM Corporation

15. “XNames”, Social Address Book, Communities, ...
■ Connect with and „follow“
colleagues, groups and
specialists inside the Intranet
and share information, ideas
and knowledge
■ Existing groups from the
Domino Directory can be used
for posting information (similar
to Google+ circles)
■ ad-hoc groups can be build and
joined to work on certain
business cases inside i-Bank
■ XNames is used inside
safebook/i-Bank. Profiles from
Lotus Connections can
interface.
15 | © 2012 IBM Corporation

16. Enterprise AppStore
■ Engage the user community,
rather than merely listing
applications.
■ Embrace agile methods to
regularly deploy new
functionality.
■ Apply application intelligence,
combined with DevOps
disciplines, to improve the apps
over time.
■ Mesure developer success
through consumption and
application intelligence
feedback, rather than mere
productivity or project
completion.
16 | © 2012 IBM Corporation

17. Social Analytics (mail, calendar, i-Tweets)
■ Email Ranking to find the top
contacts internally and
externally as well as e-mails
from customers.
■ Tag Searching to analyse
popular subjects or terms,
presented in a tag cloud.
■ Mail statistics: mails
send/received, did people
respond to you, did you answer
e-mails, busiest day in the
week, etc.
■ Analytics on calendar: number
of meetings, how much time
spent, Participants ranking,
where, main subjects, ...
17 | © 2012 IBM Corporation

18. ibank on iPhone/iPad, mobile CRM
18 | © 2012 IBM Corporation

19. Q&A
Niklas Heidloff Herbert Wagger
niklas_heidloff@de.ibm.com wagger@intranet-consulting.at
@nheidloff @HerbertWagger
heidloff.net www.i-bank.at
19 | © 2012 IBM Corporation