Going beyond office with IBM Lotus SymphonyDr Michael Karasick, Director of Lotus Development, IBM

China

Gavin Tay, Lotus Product Architect, IBM Singapore

INV110

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Lotus Symphony: more than just free

� Lotus Symphony is part of a long-term, key investment strategy by IBM– Promote use of ODF to help facilitate innovation in market– Long term: Advance IBM's position as market leader in new, dynamic

models for document creation and manipulation

BeyondBeyondOfficeOffice

Breakthrough document manipulation experience

ProgrammableProgrammableExtensibleExtensible

Programmability for ISVs, extensible and open

Linked Value with PortfolioLinked Value with PortfolioCross integration with Lotus portfolio, first choice for office tools of Lotus users

Meet Needs of Users, DeployableMeet Needs of Users, Deployable

Usability, capability, stability, interoperability, deployability and platform support

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Robust, “right” featured and easy to use

�Designed for the majority of users to create, edit, share documents, spreadsheets, and presentations

� Embedded in Lotus Notes client or standalone

� Based on open technology standards– OpenOffice.org and Eclipse– Supports OpenDocument Format (ODF)– Supports Microsoft Office® files and other file formats– Output to Adobe® PDF files– Support for Microsoft Windows®, Linux® and

MacOS® platforms

� Easily integrated into business solutions via robust API's.

� Supports 28 languages and delivers strong accessibility support

� Support included for integrated Lotus Symphony, free web support and fee-based options for standalone

� Available at no charge.....

Lotus Symphony meets the needs of most usersBeyondBeyondOfficeOffice

Programm ableProgramm ableExtensibleExtensible

Linked Value w ith Linked Value w ith PortfolioPortfolio

Meet Needs of Users, Meet Needs of Users, DeployableDeployable

Over 4 million downloadsOver 4 million downloads

Allows users to merge fields from data source into a document, and then print the documents or send them by e-mail, i.e., send batches of letters that merges fields from data source

Mail Merge

Select Data Source

Mail Merge tool menu

Insert field

Save/Print/Send merged docs

DataPilot Table support delivered in a very intuitive interface

Sidebar WizardSpreadsheet updated in real-timePlanned Contribution to community

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Virtually every organization has users appropriate for Lotus Symphony.

Casual – Task Users

➔ Common uses of documents, spreadsheets & presentations

➔ Mostly viewing and light editing➔ Filling out templates (status

reports, etc.)➔ Use out of box with little to no

customization➔ Example: Customer service,

and other supporting functions➔ Start now!

Power Macro Users

➔ Heavy Microsoft Excel users

➔ Third-party application integration such as Essbase

➔ Heavy reliance on macros

➔ Example: Finance department

➔ Not a target – in 2009

Medium – Power Users

➔ More robust needs for documents, spreadsheets & presentations

➔ Stronger interoperability requirements as need to collaborate with Office users

➔ Example: Sales, marketing ➔ Assess and move

IBM and Partners are helping organizations move:

-Identifying user populations-Assessing documents

Lotus Symphony is ready for deployment

IDC Whitepaper: IBM Lotus

Symphony : A Step-by-Step

Approach to Finding Open

Suite Spots in Your

Organization

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Focus Areas:�MS Office Interoperability -- MS Office 2007 Support, VB Support�Code re-base to Open Office 3�Programmability�ODF 1.2 Support

IBM Lotus Symphony – Roadmap (2009-2010)

Symphony 1.3Symphony 1.3

Q2 2009Q2 2009

MS Office 2007 Support (Read)MS Office 2007 Support (Read)

DataPilot Tables cont'd DataPilot Tables cont'd

Enhanced LotusScript APIs Enhanced LotusScript APIs

Symphony 2.0Symphony 2.0Q1 2010Q1 2010

OO 3.x code baseOO 3.x code base

ODF 1.2ODF 1.2

VB MacroVB Macro

MS Office 2007 Support cont'dMS Office 2007 Support cont'd

Symphony 2.xSymphony 2.x2H 20102H 2010

VB Macro cont'd VB Macro cont'd

Solution EnablementSolution Enablement

Linked ValueLinked Value

Symphony 1.2Symphony 1.2Nov 2008 Nov 2008 Ubuntu GAUbuntu GA

DataPilot Tables introducedDataPilot Tables introduced

Symphony 1.2.1 Symphony 1.2.1

(MacOS)(MacOS)Jan 2009 Jan 2009

MacOS GAMacOS GA

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■ Lotus Notes�Composite applications�Control using LotusScript�Send Documents as Attachments�MailMerge

■ Lotus Foundations Start! -- integrated install and entitled support

■ Lotus Quickr – Lotus Quickr connector and menu integration

■ Lotus Sametime Unyte – Publish ODF documents

■ Lotus Connections – Create Lotus Connections blogs

■ IBM WebSphere® Translation Plugin – Translate in real-time.

Lotus Quickr Connector for Lotus Symphony

Lotus Symphony – Linked value with the portfolioBeyondBeyondOfficeOffice

Programm ableProgramm ableExtensibleExtensible

Linked Value with Linked Value with PortfolioPortfolio

Meet Needs of Users , Meet Needs of Users , DeployableDeployable

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� Provides clean, elegant UI for end-users

� Liberates manipulation of document “pieces” from Lotus Symphony applications

– OpenOffice.org API's: manipulate documents directly

– Eclipse via Lotus Expeditor: Extend the editors

� Connect to situational applications and business processes

Lotus Symphony: OpenOffice.org & Eclipse....better together

BeyondBeyondOfficeOffice

ProgrammableProgrammableExtensibleExtensible

Linked Value w ith Linked Value w ith PortfolioPortfolio

Meet Needs of Users, Meet Needs of Users, DeployableDeployable

� Additional resources on Lotus Wiki– Share and contribute articles, demos for

users and developers– www-10.lotus.com/ldd/lswiki.nsf

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Market has been very receptive to Symphony Lotus Symphony receives recognition

Consistent theme: user interface is easy

"Lotus Symphony is an exciting offering which can save our business real dollars, up to $600 per seat...I have been using it to load in a huge complex spreadsheet and everything works perfectly. “Ganesh Radhakrishnan, IT Manager, Smartline Mortgage Services.

"I have used the Symphony software and have found it to be as good as or better than Microsoft Word...I would recommend Symphony to anyone looking for a user-friendly software..." Kathy Rutledge, Calvary Baptist Academy.

"After one day of using Lotus Symphony some of my users asked if they could uninstall their MS Office software" Katia Sanfins, CIO of Schahin Engineering, Grupo Schahin.

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over 200,000 deployed in IBMover 200,000 deployed in IBMover 4 million downloads (standalone version) and c ountingover 4 million downloads (standalone version) and c ountingmany companies, of all sizes, evaluating and/or dep loyingmany companies, of all sizes, evaluating and/or dep loying

Be Free. Work Smart.

Lotus Symphony

IBMSchahinAmbu A/SDot RiverJohn Lewis PartnershipAmadoriGauteng Gambling BoardPAESinochem CorporationSuntelAnglican Diocese of AustraliaSmartLineCalvary Baptist AcademyHester Groupand more..........

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“Beyond Office” changes collaborative document creation

� Documents will be created as a collective effort in support of some business objective.

� Documents will flexibly incorporate various media types.

� Documents will become much more semantically rich and be able to leverage social computing value.

� Documents will become more programmatically accessible and “mashable” – delivering more value from business applications

BeyondBeyondOfficeOffice

ProgrammableProgrammableExtensibleExtensible

Linked Value with PortfolioLinked Value with Portfolio

Meet Needs of Users, DeployableMeet Needs of Users, Deployable

� Technologies are converging that suggests that a new content creation and management paradigm will emerge

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Collaborative editing today...

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Stop the madness...

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How did we get here: A View of the Content-Creation Marketplace

Innovation Chasm●No New Choices

Innovation●The Web●Open Source●New Models

Innovation●Early Days●“Land Grab”●Lots of Choice

Collaborative Document Creation Lifecycle

3/17/09 17

Individually�Reuse community content

As a team member with a specific role�Responsible for a specific portion of a “document”

�Documents are disaggregated and then aggregated

Responsible for steps in a business process�Documents represent aggregated business decisions

�Assembled using specific work flow

- Structure +

People Collaborate on Content in Different Ways

How do I find existing content ... and ...How to I reuse it efficiently ... and ...Is it easy to share content with people ...and...Is it easy to share content with applications ... and ...How do my tools scale to team-based tools

Beyond Office is a strategy that moves us from a document centric to a content centric modelThere are several compelling solution approaches we're working on in the labs

Make content more

valuable

Collaborate on

content

Apply content to business context

DemonstrationsDemonstrations√SlideRiverSlideRiver√DandelionDandelion√MashupsMashups√Tater WikiTater Wiki

3/17/09 19

� Presentation Repository on the web, blended seamlessly with Symphony on the client

� Web 2.0 Tool to tag, find, and aggregate Slides

“SlideRiver”: Team sharing of Presentations Make content

more valuable

3/17/09 20

“SlideRiver” plugin for Lotus Symphony

Files: Insert slides from file (file name)Slide River: Insert slides from Slide River (search terms)

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Dandelion: Collaborative Content Creation Collaborate

on content� Create documents by aggregating versioned fragments

� Support individual or teamwork mode (scatter/gather)

3/17/09 22

Symphony/Mashups: Integrating applicationsand content Apply content to

business context

� Use documents and document elements as mashup widgets � Use a table as a data feed

� Tables from Symphony spreadsheet or Notes documents

Tater Wiki: Semantic tags provide context

Simplifies document structuring and reuse

Uses Darwin Information Typing Architecture (DITA)� OASIS Standard for Structured Document Elements� Paragraph, table, .... (rich industry ontology)

Apply content to

business context

Document elements tagged•Tags associated with user role•Changes document rendering

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What are “Beyond Office” Characteristics?

Store and reuse document� Documents ==> Document Fragments

Teams collaboratively create content� Track document pedigree, fine-grained versioning

Social computing patterns applied to content� Tag, rate, find, share, and reuse document fragments

Semantic tagging� Add semantic information to document: pedigree, role, workflow,...

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So, what should you do today, tomorrow.....

Share contentShare content

Make content open, Make content open,

multi-vendor friendlymulti-vendor friendly

Focus on display Focus on display

friendly content friendly content

Choose content Choose content

creation creation platform platform

Inventory and manage Inventory and manage

your user needsyour user needs

●Publish content in a document repository – Quickr, Activities, even Sharepoint

●One size does not have to fit all●Look for office productivity solutions that interoperate and scale to meet needs

●XML content is searchable●Open so vendors can extend solutions

●Paper is increasingly less relevant●Separate content from rendering

●Look for extensible document platforms, not document editors

Consider leveraging Project Liberate

NO-COST consulting engagements have helped customers around NO-COST consulting engagements have helped customers around the world the world to achieve significant cost savings in buying the same to achieve significant cost savings in buying the same products from Microsoftproducts from Microsoft, helping them to "free up" their IT budget , helping them to "free up" their IT budget to invest in mission critical or value added projects.to invest in mission critical or value added projects.

No No

ChargeCharge

● Help by sharing best practices that other customers are using Help by sharing best practices that other customers are using when negotiating Microsoft Enterprise Agreementswhen negotiating Microsoft Enterprise Agreements

● Understand what analysts are recommending when negotiating Understand what analysts are recommending when negotiating their contracts with Microsofttheir contracts with Microsoft

● Assist customers by helping them to evaluate their current Assist customers by helping them to evaluate their current expenditures with their Microsoft Enterprise Agreement and give expenditures with their Microsoft Enterprise Agreement and give them an analysis of their alternatives based on current them an analysis of their alternatives based on current deployment plans and others.deployment plans and others.

Renegotiate Renegotiate

your your

Enterprise Enterprise

AgreementAgreement

Learn Learn

MoreMore

www.ibm.com/software/info/liberatewww.ibm.com/software/info/liberate

or email: liberate@us.ibm.comor email: liberate@us.ibm.com

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■ Lotus Symphony and Notes 8 are our first installments in the beyond office journey■ Make an Open Document Format (ODF) ubiquitous■ Liberate IT budgets of our customers■ Advance IBM's opportunity in new, dynamic models for document creation

and manipulation

Begin to consider how collaborative document creation might look 5 years from now�Savings and innovation realized by looking at unique needs of user

populations�Look for increasing use of the web and informal collaboration�Documents becoming change from static, self-contained “files” to

containers of live content fragments� Innovation will happen between the tools

Conclusions

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