Social Business Reference Architecture

© 2014 IBM Corporation
Social Business Architecture

IBM Social Capability
• Entry Points to Social
– Social Use Cases
– Social Patterns
• IBM Social Business Reference Architecture
– Architectural Overviews
– Social Products and Solutions
• Social Capabilities
– Social Use Case Model
• Architectural Decisions
– Key Decisions
– Integration Patterns
– Non-Functional Requirements

Relationships Fuel Social Business
Network
Organization
Customers
Partners

Social Requires a Use Case Centric Approach
Capabilities
Social Use
Cases
Social Use
Cases
Open Communications
Social Collaboration
Knowledge & Insights
Leveraging Expertise

Entry Points for Social

Patterns: From Process to Value
Pattern Stakeholders Pain Points Value Props & ROI
Customer Engagement
Marketing CMO, Digital Channel,
VP Sales
• Managing brand across channels
• Difficulty engaging advocates
• Responding rapidly to marketplace shifts
↑ Brand awareness
↑ Effectiveness of Marketing
↑ Brand trust
Sales
VP Sales, VP Service,
Contact Center, CHRO,
CPO
• Inconsistent sales performance
• Responding quickly to complex sales
• Creating B2B customers digital channel
↑ Sales / Revenue
↑ Products per customer
↑ Market share
Customer
Service
VP Service, Contact
Center, VP Sales,
CHRO
• 66% of WW consumers left from poor service
• High cost of call center transactions
↑ Customer Sat
↑ Revenue (social CS = +20-40%)
↑ Efficiency (social CS = +7.9%)
Recruiting &
Onboarding
CHRO, COO, LOB,
CPO
• Accelerating time to productivity
• Attracting talent that match skill & culture
↑ Speed to value
↑ Employee engagement & revenue
↑ Retention
Innovation R&D, Product Dev,
CMO
• Less innovative than competition
• Losing share
• Limited product pipeline
↑ New products
↑ Speed to market
↑ % Revenue from new products
Supply Chain
EVP Manufacturing,
CPO, Supply Chain
Officer
• Unreliable demand forecasts
• Matching supply & demand
• Geographic, time, & language barriers
↑ Demand forecasting
↑ Reaction for supply disruptions
↑ Capacity planning
Workplace &
Public Safety
COO, EVP Operations,
Safety Exec
• Incidents impacting morale and brand
• Slow emergency response
• Citizen safety
↓ Incidents
↑ Workers comp savings
↑ Saving lives
Mergers &
Acquisitions COO, Integration Exec
• Over 50% of M&A fail to achieve plans
• Overcoming two cultures
• Losing focus on market
↑ M&A success rate (>50% fail)
↑ Retention of talent
↑ Revenue
Expertise &
Knowledge LOB & Functional Execs • Higher cost of not knowing “experts”
• Customers disengage from slow response
↑ Speed
↑ Efficiency

Purpose of Reference Architecture
• Evaluate completeness of social
solution
– Drive architectural decisions
– Understand product alignment
and gaps
– Define integration with customer’s
existing ecosystem
– Spans all industries and solution
areas
• Drives additional Architectural
Artifacts
– Scope identification
– Roadmap definition
– Risk assessment
– Gap assessment
• Define IBM reference architecture
– Major components
– Key enablers
– Key Integration points
– Deployment options
– Foundational services
• Define solutions using “heatmap”
based on reference architecture
– IBM solutions in the market
– Customer specific solutions
– Industry and business solution
patterns
– Common language and
visualization

Social Enablers Drive Solutions
Social
Platform
Enablers
Social
Platform
Enablers

The Value of a Social Business Platform
Integrated Platform
Take advantage of a broad range of industry
leading social tools
Connected to Business
People-centric business capabilities
Socially enable business process
Social as the business process
Access Anywhere
Access
Access your social data from a variety of
touchpoints (e.g. applications, desktops, mobile,
etc) Foundational Services
IBM Platform for Social Business
Social Networking Social Analytics
Social Content Social User
Experience
Deployment Options

IBM Integrated Capabilities
IBM Cloud
IBM Big Data
Commerce and
EMM
IBM Mobile
Access
Social
Networking
Social
Analytics
Social Content Social User
Experience
Deployment Options
Foundational Services

Social Business Technology Enablers
• 1st Layer Social Components
– Social Networking
– Social Content
– Social Analytics
– Social User Experience
• 2nd Layer
– Major categories of enablers
• 3rd Layer
– Core enablers
– Foundational
– Aides in capability alignment
& adoption
11
Enablers - Core Features/Building Blocks
People Centric Association
Profiles Following
Networks Recommending/ Liking
Messaging Rating
Commenting Bookmarks
@mentions Tagging
Pinning (saving)
Social Content/ Publishing
Blogs Real-Time Collaboration
Wikis Instant Messaging
Files Group Chat
Document co-editing Live Chat
Rich Media Voice (1-1, 1-several)
Web Content Audio Conference
Updates Video Calling
Surveys/Polls Screen Sharing
Libraries Web Conference (e-meeting)
Sharing
Social Analytics
Social Cooperation Social Listening & Monitoring
Communities Social Sentiment Analysis
Activities Social Relationship (Network) Analytics
Forums Predictive Analytics
Social Q/A Social Content Analytics
Ideation
Digital Experience/ Platform
Discovery Web Sites (intranet, externet, internet)
Tagclouds Web Apps
Search Mobile Apps
Streams/Feeds
Analytic Association

Access Integration
Web Mobile Client
Social Content Social User Experience
Multi-tenet Cloud Private Cloud On-Prem Hybrid
Deployment Options
Security
Access SSO
Business
Controls
DR
HA
Admin
Monitoring
Directory &
Identity Mgt
People Data
Integrator
Content
Integrator
IBM Social Capability Reference Architecture
Enterprise
Applications
Analytic
Engines
ECM
Web
Frameworks
BPM
Search
Social Media
Collaboration
Frameworks
People-Centric
Networking Social Cooperation
Real-time
Collaboration and
Association
Communications
Social Relationship
Analytics
Predictive
Analytics
Social Content
Analytics
Sentiment
Analysis
Social Documents
Surveys & Forms
Web Content
Document co-Editing
Intranet Externet
Internet Apps

Web Mobile Client
Access Integration
Deployment Options
Security
Access SSO
Business
Controls
DR
HA
Admin
Monitoring
Directory &
Identity Mgt
People Data
Integrator
Content
Integrator
IBM Social Capability Reference Architecture
Enterprise
Applications
Analytic
Engines
ECM
Web
Frameworks
BPM
Search
Social Media
Collaboration
Frameworks
People-Centric
Real-time
Collaboration and
Association
Communications
Social Relationship
Analytics
Predictive
Analytics
Social Content
Analytics
Sentiment
Analysis
Social Documents
Surveys & Forms
Web Content
Document co-Editing
Intranet Externet
Internet Apps

IBM Social Business Reference Architecture
Social Networking
• People-centric, relationship driven
• Openness
• Transparent work and open decision making
• Connected and discoverable
• Business driven
• Adaptable
Social Networking
People-Centric
Real-time
Collaboration and
Association
Communications

Social Analytics
• Infused into social platform
– Recommended content and people
– Social search
• Leverage social data to under hidden relationships
• Make determinations on what people think and might do
– Leverage IBM solutions
• Integrated solutions
– Social Intelligence Toolkit
– Sales Connect
– SAND
– Atlas/SmallBlue
– Expertise Locator Social Analytics
Social Relationship
Analytics
Predictive
Analytics
Social Content
Analytics
Sentiment
Analysis

Social Content
• User Contributed Content and Documents
– Sharing
– Storing
– Distributing
• Co-creation
– Collaborative document and content creation and management
• Developing content to web, mobile, and social channels
– WCM
– Exceptional Digital Experiences
– Social Media Publishing
• Engaging
– Surveys, polls, and other forms Social Content
Social Documents
Surveys & Forms
Web Content
Document co-Editing

Social User Experience
• Role-based, relationship driven social, web, and mobile experiences
• Integration of:
– Applications
– People
– Data
– Processes
• Dynamic, adaptable, and personal
• Engaging
– Customers
– Employees
– Partners
Social User Experience
Intranet Externet
Internet Apps

Architectural Overview from Reference Architecture
• Reference Architecture Template
• Example Architectural Overview– Innovation
• Example Product View – IBM Software

Access Integration
Web Mobile Client
Deployment Options
Security
Access SSO
Business
Controls
DR
HA
Admin
Monitoring
Directory &
Identity Mgt
People Data
Integrator
Content
Integrator
Architectural Overview - Template
Enterprise
Applications
Analytic
Engines
ECM
Web
Frameworks
BPM
Search
Social Media
Collaboration
Frameworks

Architectural Overview – Innovation Pattern
Access Integration
Web Mobile Client
Deployment Options
Security
Access SSO
Business
Controls
DR
HA
Admin
Monitoring
Directory &
Identity Mgt
People Data
Integrator
Enterprise
Applications
Analytic
Engines
ECM
Web
Frameworks
BPM
Search
Social Media
Collaboration
Frameworks
Content
Integrator

Access Integration
Web Mobile Client
IBM Smartcloud Private Cloud On-Prem Hybrid
Deployment Options
Security
Access SSO
Business
Controls
DR
HA
Admin
Monitoring
Directory &
Identity Mgt
People Data
Integrator
Content
Integrator
Sample IBM Social Architecture Product View
Enterprise
Applications
Analytic
Engines
ECM
Web
Frameworks
BPM
Search
Social Media
Collaboration
Frameworks
IBM Connections IBM Sametime
IBM Notes & Domino
IBM Connections SANDS
Atlas
IBM Connections
Content Manager
IBM Forms
IBM WCM
IBM Docs
WebSphere
Portal OpenSocial
Portlet
Standards IBM Social Apps

Social Use Case Model

Social Business Use Cases
Merger &
Acquisition Recruiting & Safety
Onboarding
External Customer
Insights

Social Business Use Cases

Social Use Case Model
Local Government Example
Libraries
Roles 1 2 3 4 5 6
Literacy Core Team
Literacy Champions in
Library Branches Internal Stakeholders
External Literacy
Consultant Literacy Trainers Citizen
Success Criteria
Subject Actors Object Actors Interaction Capability Relationship/Activity Initiative Goals Enterprise Impact
Literacy Core Team [With each other/self]
Organize training
work activities
Manage Cooperative Work Improve execution of training
program
Create awareness amongst Library
staff of literacy issues and how best
to address these issues.
Increase County Literacy
among children and adults
Develop content Manage Cooperative Work
Manage physical
literacy materials
ordering process
Manage Individual Work Manage the physical stock and
resources to aid in Literacy
Campaign
[With Consultant] Develop Content Manage Cooperative Work
Coordinate training Manage Cooperative Work
Review physical
literacy material
purchasing
Manage Individual Work Manage the physical stock and resources to aid in Literacy
Campaign
[With Champions]
Provide training
materials Publish into networks
Communicate training
schedule Publish into networks
Post guides, lists, etc Publish into networks
Respond to questions,
issues, ideas Engaging conversations
Communicate literacy
events to Champions
Publish into networks
and Library Staff
Coordinate physical
literacy materials Manage Individual Work Manage the physical stock and resources to aid in Literacy
Campaign

Components of Social Use Cases
• Relationship
– Subject Actors and what they are doing with/for the Object Actors.
• Interaction
– What drives the social relationship, and fills the need.
• Capability
– Social business capability that distills need in an consistent way to align IT
enablers
Initiative
Roles 1 2 3 4 5 6
role role role role role role
Success Criteria
Subject Actors Object Actors Interaction Capability Relationship/Activity Initiative Goals Enterprise Impact
Role [with role]
what is the buisness
doing

Social Capabilities Drive Human Interactions

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Social Business Capabilities & Enablers
Manage
individual
work
Find
information
Discover
insights
Share
knowledge
Progress
ideas
Engage in
conversations
Publish into
networks Listen
Build social
recognition
Establish
expertise
Find
expertise
Engage
experts
Leverage
expertise Learn
Work with
your
network
Manage
collaborative
work
People-Centric
•Profiles
•Networks
•Messaging
•Commenting
•@ mentions
Social Content
•Blogs
•Wikis
•Files
•Bookmarks
•Updates
•Sharing
•Libraries
•Rich Media
Social Cooperation
•Communities
•Activities
•Forums
•Social Q&A
•Ideation
•Surveys / Polls
•Gamification
•Document co-editing
Association
•Following
•Recommendations
•Liking
•Tagging
•Search
•Streams
•Social analytics
Web Experiences
•Websites
•Social media
•Web apps
•Web content
Real-Time
•Instant message
•Voice
•Video calling
•Screen sharing
•Discussion
•Web conference
•Group chats

Business Capabilities for Social Business
29
Capability
Grouping Capabilities Brief Definition
Leveraging
Expertise
Build social
recognition
The ability to establish your social presence via building connections and other social interactions (that could include the
direct contributions of knowledge or expertise) that extend the visibility of your expertise, influence, and reputation.
Establish expertise The ability for an individual to understand if someone is an expert and how they are an expert. Includes the ability to reinforce
or confirm expertise.
Find expertise The ability to explicitly search for and discover expertise where ever it exists; in a individual expert or a network of experts
collectively.
Engage experts The ability to directly contact an expert; typically involves a request or dialog and may lead to extended cooperative work.
Leverage expertise The ability to passively use the knowledge and contributions of experts; the user accesses and consumes the products of
established expertise but does not directly consume the time and attention of the expert.
Knowledge
Sharing
Find information The ability to search for specific answers to a question, or seek information, content, or insights to make decisions, do work,
or take some action
Share knowledge The ability to store knowledge assets, information, and ideas and share with others with the intent of reuse and collaboration.
Progress Ideas The ability to solicit, engage, and develop ideas.
Learn The ability to leverage captured knowledge of others (both formal and informal), passively or actively, to learn and develop
skills or ideas.
Discover Insights The ability for individuals to discover information, interactions, and updates from across various networks so that they may
develop insights to engage, make decisions, or take action.
Social
Cooperation
(Collaboration)
Manage Individual
Work The ability for an individual to organize all things they create or use when doing work (assigned or ad hoc).
Work with your
network Ability to connect and engage with others in an ad-hoc manner to gain help in doing work.
Manage
Cooperative Work Ability to for a team or group of individuals to collaboratively manage formal and ad-hoc work.
Open
Communication
Publish into
networks
The ability to outwardly communicate informational messages or content to a targeted audience, leveraging open networks
and social channels.
Engage in
conversations The ability to interact in beneficial 2-way engagement with others, such as a dialog, discussion, or request and response.
Listen The ability to target and monitor specific social conversations, interactions, individuals, topics, or streams to gain insight about
what others are thinking.

Social Architectural Decisions
Aligning Enablers to Capabilities
• Align 3rd Layer enablers in
well established, patternistic
ways to Social Capabilities
• Guidance as foundation to
Use Case decisions
• Enablers aligned with
business need:
– Define Solution
– Drive Adoption
1H13v2
Social Communication
Organizational
awareness
Publishing
into
networks
Engaged
conversations Listening
People Centric
Profiles
Networks
Expertise Location
Messaging
Commenting
@mentions
Social Content
Blogs
Wikis
Files
Bookmarks
Updates
Sharing
Rich Media
Libraries
Social Cooperation
Communities
Activities
Forums
Social Q/A
Ideation
Surveys/Polls
Gamification
Document Co-Editing
Association
Following
Recommendation/Rating
Social Analytics
tagging/tagclouds
Search
Streams
Liking
Web Experiences
Web Sites
Social Media
Web Apps
Web Content
Real-time
Instant Msg
Voice
Video Calling
Screen Sharing
Discussion
Web conference
Meeting rooms

Access Integration
Web Mobile Client
Deployment Options
Security
Access SSO
Business
Controls
DR
HA
Admin
Monitoring
Directory &
Identity Mgt
People Data
Integrator
Enterprise
Applications
Analytic
Engines
ECM
Web
Frameworks
BPM
Search
Social Media
Collaboration
Frameworks
Content
Integrator
Social Patterns for Innovation
Architectural Overview showing 2nd Layer and 1st Layer Enablers

Access Integration
Web Mobile Client
IBM Smartcloud Private Cloud On-Prem Hybrid
Deployment Options
Security
Access SSO
Business
Controls
DR
HA
Admin
Monitoring
Directory &
Identity Mgt
People Data
Integrator
Content
Integrator
Social Patterns for Innovation
Product Recommendations
Enterprise
Applications
Analytic
Engines
ECM
Web
Frameworks
BPM
Search
Social Media
Collaboration
Frameworks
IBM Connections
IBM Content
Analytics
IBM Social Media
Analytics
IBM Connections
Content Manager
IBM Forms
IBM WCM
IBM Docs
WebSphere
Portal OpenSocial
Portlet
Standards IBM Social Apps

Connections Collaboration Suite

Architectural Decisions

Access Integration
Web Mobile Client
Deployment Options
Security
Access SSO
Business
Controls
DR
HA
Admin
Monitoring
Directory &
Identity Mgt
People Data
Integrator
Content
Integrator
Social Architectural Decisions
Enterprise
Applications
Analytic
Engines
ECM
Web
Frameworks
BPM
Search
Social Media
Collaboration
Frameworks
Architectural
Decision
Architectural
Decision
Architectural
Decision
Architectural
Decision
Architectural
Decision
Architectural
Decision
Architectural
Decision
Architectural
Decision
Architectural
Decision
Architectural
Decision
Architectural
Decision
Architectural
Decision
Architectural
Decision
Architectural
Decision
Architectural
Decision
Architectural
Decision
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Social Architectural
Access Decisions
• Client Plugins
– Office and Outlook
– Notes
– OpenOffice
– Sametime
– Windows
• Mobile Access
– Native Apps
– Contextual Apps
• Expertise Locator
– Custom Experiences

Component Decisions
Business Initiative
Social use Cases
Capabilities
Social Solution
Social Components
Social Enablers

Extensible Component Decisions
• Downloadable Plugins
– Eg. Connections File Viewer
• Deployable Add-ons
– Social Apps
• Eg. ISSC Social Q/A
– Connections Mail (web mail integration)
– Sametime Web Meetings
– Sametime Presence and IM
– Cognos Reporting

Deployment Decisions
• Cloud Models
– Take into consideration integration requirements (eg. SSO)
– Staffing and ability to maintain
– SmartCloud where social features change a lot

Infrastructure (NFR) Decisions
• Business Controls
– Compliance (eg. Actiance)
– Reporting
– Archival, retention, legal discovery, etc
• Data Layer
– Underlying Database
– Profiles sources
– Objects on Disk (SAN)
• Files, attachments, etc
• Search Indexes
• IBM Connections JVM Layout
– It is possible to run multiple Application Servers (JVMs) on the same machine. Each
JVM has its own memory allocation and configuration parameters. However, there is
an overhead and administrative burden associated with managing multiple JVMs.
(1) Implement a single shared JVM to contain all of the required Connections applications .
(2) Implement separate JVMs for each of the Connections features (currently 14 in Connections 4.5).
(3) Implement multiple JVMs (lower than the total number of the Connections features) and distribute
•

Integration Decisions
Integration
Enterprise
Applications
Analytic
Engines
ECM
Web
Frameworks
BPM
Search
Social Media
Collaboration
Frameworks

Social Solution Guidance

Non-Functional Requirements (NFR)

Security
• Authentication
• Authorization and Access Control
• SSO
– Web
– Windows
– Oauth
• User Provisioning
• User Profile Population
– TDI
– LDAP and other sources
• SSL

Integration Patterns
• IBM Connections
– ActivityStreams
– Social Business Toolkit
– Widgets
– Web UI/Theme
– Feeds (ATOM)
– REST
– Profiles (TDI)
• WebSphere Portal
– Portlets
– Web UI/Theme
Integration
– WebSphere/J2EE
– Search
– Personalization Rules
– Web Content

Entry Points to Social
Entry Point Solution Highlights Considerations
Collaboration Full collaboration, social networking,
document management, instant
communications, and mail services.
Strong competition with Microsoft may
require a surround and integration strategy
Customer Engagement Created exceptional digital experiences for
customer value and commerce
Align with marketing and commerce
needs.
Provide customer support and relationship
building.
Social Intranet Web and Mobile experiences of a
comprehensive intranet service
Leverages enterprise integration services
(eg WebSphere Portal), web content
services, and social
networking/collaboration
B2B Collaboration Share content and collaborate with
external parties
On-premises and cloud models
Process Integration Take action on human events within
business processes
ActivitySteams and OpenSocial (with
CastIron, etc) expose business process
awareness in social channels
Social Mail Evolution of email to be people centric and
be a complete part of the social
collaboration, social intranet
Domino or Exchange with modern front in
experiences
Integrated Social Solutions Social intelligence toolkit
JAZZ
Cognos Collaboration
Integrated with known platforms
Social Processes Expertise Locator as a unique (mobile) tool Innovative and adaptable tools

Social as the Business Process
• Social File Sharing
– Connections Files with ECM
– Mobile and Client Integration
– Collaborative Editing (IBM Docs)
• Expertise Location
– Mobile app
– Analytics
– Social Content (Connections Profiles)
• Social Q/A
– ISSC Social App
– Analytics and Connections Content
• Social Profiles
– Aggregated People data with TDI

Some Definitions
• Business Initiatives are what the business/organization strategically wants to focus on
• Social Business Patterns and Use Cases can be applied to different customers and
industries given similar business needs
– Higher Level Use Cases are broadly applicable across different organizations
– lower level Use Cases include details about actors/personas, interactions, relationships,
and specific enabler usage.
– Can either be composed of multiple business capabilities or be a unique case of a specific
business capability
• Business capabilities are those things the business needs to be able to do
– They must be clear to an end-user as something they can and would do -- clearly achieve
something of value
– The social business capabilities are a set of defined business capabilities that are
enabled by one or more social business enablers
• Enablers are the technology building blocks used to build or enable the capabilities
– Software packages, integrated solutions, specific components or product features
– Enablers come from various software components in IBM’s Social Business Platform
architecture
Each of the above can be at various levels of focus. The business architecture for Social Business was defined to provide a
framework within which to discuss and explore the use of social business enablers within a business or business area. Also
to enable us to link the products or services supporting the enablers to the business need.
© 2014 49 IBM Corporation

Guidelines for Representation of Social Business
Enablers in this Reference Architecture
• Diagram reflects core components and core enablers (functions) that are
marketed as IBM's Social Business Platform
– As such this diagram is not intended to be a industry-agnostic representation but
attempts to represent in non-product terms the IBM solution
• Decomposition contains references (not products) to core enablers of the
Platform
– There are currently 7 Enabler Groups. Those appear in the architecture.
– Some specific Enablers appear because they have architectural significance. For
example, Document Co-editing is a unique service and represents (from IBM) a
software/server/service component – ie. IBM Docs is a part of the Platform as
marketed to our customers, but is an add-on that is directly integrated and supported
by IBM.
• Additional “optional” components are reflected as Social Apps
– ISSC Social apps are a type of add-on that is provided outside of the products and
supported outside of the regular IBM support of entitled software.
– Third-Party apps are also considered Social Apps.
– Anything in the ISC “greenhouse” Catalog

Architectural Decision: Enterprise Search
Domains
Global (ICA)
Sources: Web, Content, Social, RDBMS, Email, File
systems, CRM, Feeds
Text Analytics: Thesauri, Clustering, Ontology Support, Semantic
Processing, Entity Extraction, Relevancy
Search Engine: Indexing, Converting, Crawling
Meta-Data : Faceting, BI, Tagging, Taxonomy, Collaboration
Native Component Search
Connections (Social Business), People, Filenet, Sharepoint
Were does Vivisimo fit in ? No response from lab
IBM Content Analytics with Enterprise Search Native Component Search
better search solution across multiple repositories,
Can be used in addition to or instead of the native search engines
(Portal, Connections, FileNet, etc) or in addition to those native search
engines.
Virtually unlimited in numbers of documents
Ability to see external repositories
Can be federated into Portal
Ability to be single global search engine
Content Analytics capability adds ability to create rules around context
of content
Broader search capabilities – more fine grain
Discover what you don’t know
Learn trends and patterns in your documents
March 26, 2012
WebSphere Portal contains its own built in search capability.
Limited to 500,000 documents
Only used within Portal
No ability to see external content repositories (such as IBM FileNet)
No federation capability with external search engine
Connections Search
Provides social search, recommendations
Searches Connections content only
Filenet (ECM)
More integrated with respect to security – only see documents you have
access to
Vivisimo
TBD
Options: ICAES only
Using ICA to replace native search interfaces within products, including Connections,
is not ideal. Native Component product searches provide specific capabilities for
power users and specific use cases and modifying product applications is costly.
ICA with Native Component Search
Most customer will use ICA for Enterprise Search but will also maintain product
specific search capabilities for power users of that individual product. Individual
vendor/product searches will have a place in any standards discussion.
Best approach is to (a) define the search entry points to provide to the users, then (b)
determine what search service best supports the search entry points
Search Federation
Federating from multiple sources into ICA is not ideal as it is difficult to compare
relevancy across the search engines. There are solutions to this such as selecting
result "slots" for inserting other search engine results but can require hard coding.

Architecture Decision: Mobile access to internal web portal
Domain: Mobile access to internal web portal.
Allows access from an internet-ready smart device that is
HTML and JavaScript enabled. This can be viewed on iOS,
Android, and Blackberry device.
The decision of which approach to take is dependent upon
the type of experience the client would like the mobile user
to experience..
IBM Worklight & Portal Dedicated IBM Connections Application
Use when device choice is limited to android, iOS, RIM and Windows
Mobile
Where you need aggregation of multiple apps/content
May still be subject to issues around high latency and low bandwidth
connectivity
Responsive design, where depending on the device only as much is
displayed at once as the device can handle, not a full desktop
experience that usually won't fit on a device
Use in Websphere portal for
 Composition/federation/aggregation of multiple applications and
content sources into one solution
 Reformats the desktop browser page to display properly for the
given device
 Rich content, media or functional selection may be masked
depending on device capabilities
 Use when a wide array of android, iOS, RIM, Windows Mobile,
Symbian and WAP-Browser devices all need to have the same
experience
Excellent if the functional target is just the Connections Environment
Deployment will be limited to devices supported by the Connections
Application (iOS, Android, Windows Mobile, RIM)
Purpose built application for social business and connections
Navigator ECMs mobile application & framework
based on DOJO
Purpose built application for filenet
Use the Navigator Mobile app for Enterprise content management
Options: IBM has several different ways for access to a Social Business and
Collaboration environment from a mobile device
- IBM Worklight & IBM Portal
- Dedicated IBM Connections Application (an IBM product)
- Navigator, ECMs mobile application and framework based on DOJO
NOTE: These products are complementary

Mobile Architecture Decisions
Connections Mobile device access
http://www-01.ibm.com/software/lotus/products/connections/socialeverywhere.html
IBM Connections allows mobile users access to their corporate Connections data on-the-go via a micro-browser or a mobile
application (device dependent). With a minimal number of taps, users can access their social software information – such as:
Updates, Profiles, Communities (including the Media Gallery and Ideation Blogs) Files, Wikis, Activities, Forums, Blogs and
Bookmarks - directly from their mobile device.
Supported devices include: Apple iOS 4.0 and above, Android 2.2 and above, Blackberry OS6 and above, Nokia (micro-browser
only), and RIM Playbook (micro-browser only).
The IBM Connections mobile applications are available directly from the device vendor's digital distribution platform (app
store).

Architecture Decision: Content Management
What to use when
–Always use Connections Files for Personal File Sharing (outside communities) – this
provides ad hoc person-to-person social file sharing which can replace sending
attachments in e-mails and is a communication pattern not supported by FileNet
–For basic file sharing in the context of communities with sharing, liking, versions,
comments, ... Connections Files suffices
–For document management in the context of Communities additionally providing
approvals, nested folders and file/folder level access control, Connections Content
Manager that includes the FileNet content engine is required
–For content management outside of communities use FileNet content engine with
Content Navigator user interface
–FileNet may require an additional product deployment and lacks a few capabilities of
Files - it should be used if needed, but if its capabilities aren't needed then it shouldn't
automatically be used if not already deployed at a customer
Connections - Files Filenet Content Manager
File access control limited to that used in Connections
Uses the ACL from Connections Community based on the existing Connections
roles (Reader, Owner, Contributor).
Every member of community has read access
Files gives access control info to the search engine (Connections Search or
ICA or Portal Search or Autonomy) and the search engine respects access
control as set in Connections Files or other Connections services.
Draft handling and Approval routing
Extended metadata taxonomy and document types
Nested Folders
Check in/out, although the "Lock file" in Files is identical in concept
Allows peer-to-peer file sharing without the overhead of building a
community/repository to send large files,
b) social (likes, comments, share, downloads, tags, etc), lock/unlock, version
tracking
FileNet comes with its own access and control mechanism
Built in version control
Ability to shield identity and specific file attributes from SEARCH function
Ability to segment a document repository to specific access for given users
IBM Connections has a direct integration to IBM FileNet Content Manager as an
underlying repository for Community Library services
Domain:
Which content repository should be used to store documents for
IBM Connections
Options:
Connections - Files
Filenet Content Manager
Quickr customers are entitled to IBM Connections + Connections
Content Manager, and have the option to leverage IBM Connections and
integrated IBM Connections Content Manager libraries in Connections
Communities going forward.

Domain: What type of analytics of the Social Business site is
required?
IBM has several different type of analytics that can be applied to the
Social Business Collaboration solution. This decision is on the type to be
applied which drives selection of the products to be implemented.
Architecture Decision: Social Media Analytics
Options
– Connections: Use and Profiling Analytics which addresses questions like
– Coremetrics:
– ICAES
• Analytics of User Posted content in wikis, blogs and forums, can
be analyzed using Semantic Search and Analytics.
IBM Connections – Profiling Analytics, trends and
recommendation
Coremetrics
Navigation analytics
Who is logging in?
How long do they use the system?
How fast are Communities growing
A link to the IBM Internal Connections Metrics can be found in the
w3 Connections Community at: https://w3-
connections.ibm.com/wikis/home?
lang=en#/wiki/W775f1e9e243b_4514_8a41_d4f985d45b48/page/Metrics
Connections now has some additional analytics in the form of
identifying trends and recommendations, experience
Navigation Analytics addresses questions like:
How are users navigating our Social site?
How do they move between pages?
What links on pages seem to be used most often?
Network Analytics is an IBM Research Asset and can be delivered
to the client as part of a services engagement
ICAES
Who talks to whom in the context of a topic?
Which SMEs are contacted or cited most often on a given topic?
Is there a geographic or language dependency in our collaboration?
A link to the SAND asset can be found at:
http://sand.haifa.ibm.com/sandvis/#
Analytics of user posted content in wikis, blogs and forums, can be
analyzed using Semantic Search and Analytics
https://insights.almaden.ibm.com/lce/home (delivered to McKinsey via Research)

Connections Activity Stream
-
Best regards,
Architecture Decision: Integration of Information Repositories
Domain:
Access existing business specific documents that may be stored in
Documentum, DB2, Filenet, Oracle, Sharepoint, SQLSvr with key
word and semantic search.
Access and search product information master
Options:
Document Widgets & Portlets
Activity Streams
Portal Web Application Bridge
Web Content Management (WCM)
Document Widgets & Portlets Activity Streams
Use or build pre-canned web user interfaces in Portal and
Connections
- Purpose built interfaces which deliver tailored user experiences
- Check the IBM Business Solutions Catalog for pre-built widgets and
portlets
Drive notifications, what's new and what's most important from various
applications into a central, stream based user experience for your users
- Take action and collaborate right from the stream: approving, rejecting,
commenting on business processes and content from OpenSocial embedded
applications
- Deliver notifications to email, mobile devices or a web experience to find the most
appropriate channel for the user
- Can be global, showing all events happening across your organization, scoped to a
person or scoped to a topic with a tag or community
-Deliver in Connections, Portal or a custom UI
Activity stream is also available out of the box in IBM Notes 9 and via Outlook via the
new plugin (note: not fully OpenSocial enabled)
Portal Web Application Bridge Web Content Management (WCM)
Bring an existing application into your Portal user experience
-Reuse existing web UIs in the context of your Portal's navigation, styling and
theme
-WCI and WCM's CMIS integrations
Drive a consistent web presentation through HTML/JS templates
- Include list of content from other sources via Atom feeds, presenting your content
with WCM templates
- Out of the box templates are provided for IBM Connections and additional
templates available on the Content Template Catalog

Analyze all data wherever it resides
Gain a complete view of the business by combining all data sources
IBM Cognos BI Analytic Server IBM Social
Media Analytics
BIG DATA PLATFORM
Stream
Computing
Hadoop
System
IBM Business Analytics
Business Intelligence Predictive Analytics Solutions…
Catalyst Modeler*
Hadoop and
Analytic Data Stores
Other Data Sources
RTM* Insight
*Data in Motion support
*
Data
Warehouse
Information Integration and Governance
IBM SPSS

IBM SPSS Analytic Server
Enables analysis, modeling and scoring over high volumes of varied data
 Federation of heterogeneous data sources to use legacy and external data in model
building and scoring
 Transformations, sampling and write-back of output to big data systems
 Full support of unstructured (text) mining and running R algorithms
IBM SPSS Modeler
Big Data
Request
Stream File
Modeler
User Interface Modeler Server
IBM SPSS
Analytic Server
Hadoop Job
Analytics
IBM InfoSphere BigInsights
& Other Hadoop Distributions
IBM SPSS Analytic Catalyst
Analytic Catalyst
User Interface
Analytic Catalyst
on Tablet

IBM Cognos Business Intelligence v10.2.1
Performance gains
Faster query Faster end-to-end
In-memory caching
Dynamic cubes
SQL pushdown
Integration and proven high performance
on DB2 with BLU Acceleration
1188XX faster
cube load
1100XX faster
DB query
43%
faster performance
in a typical BI day
1100xx more data in Active Reports
33xx faster mobile report retrieval
and execution
55xx faster Active Report execution
22xx faster
Dynamic Cube
performance
66xx faster burst execution
Dynamic
Query
Compatible
Query
Dynamic
Cubes
Fast on fast

Accelerate business value with solutions
Products
Research
Customer
next best action
Asset
predictive asset
optimization
Fraud
anti-fraud, waste,
and abuse
Analytic Skills
Marketplace
Experience
Social
Big Data Use Social Media Analytics
Cases

IBM Social Media Analytics
Easily understand what’s being said
about your products and services
 Assess the impact of your social investments
 Identify behavior in the Social World
 Segment your constituencies
 Uncover insights by examining relationships
 Discover topics to anticipate new
opportunities or risks
 Segment and target audiences across
geography, demographics, influencers, and
behavioral characteristics
 Gain understanding into the response to
messages and actions
Deploy on premise or SaaS

provides rich information
for actionable insights
Demographics
Affinity
Evolving Topics
Influencer Scoring
and Sentiment
IIBBMM SSoocciiaall
MMeeddiiaa AAnnaallyyttiiccss
Behavioural Analytics Geographics

IBM addresses the challenges Big Data creates for analytics initiatives
Anticipate to see, predict, and shape business
outcomes
Challenges
 Finding relevant signals in the noise
 Incorporating big data into overall analytics program
 Delivering fast performance wherever the data resides
 Demonstrating value quickly to grow business adoption
IBM capabilities enable you to…
Fuel all decisions with powerful analytics
Broaden analytic adoption without silos
Analyze all data wherever it lives
Implement solutions to accelerate business value

IBM provides a holistic and integrated approach to Big Data & Analytics
IBM’s Advantage in Analytics for Big Data
Signature Solutions
Product and content integration for specific
Domains (NBA, Fraud, Maint & Quality)
Out of box application and integration
with other data sources
IBM SPSS Decision Management
Real-time decisions made simple by combining predictive
analytics, business rules, and optimization
IBM Cognos BI & IBM SPSS Analytic Catalyst
Fast automated understanding, robust
exploration and unified dashboards
IBM SPSS Modeler
One single UI for building & deploying
Predictive models against all forms of big data
IBM SPSS Collaboration & Deployment Services
Integration and governance to facilitate the
analytics lifecycle and efficient deployment

Social Business Reference Architecture

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