Lotus Strategy Update

Uffe SorensenLotus Messaging & Collaboration Director

Central/Eastern Europe, Middle East & Africa

Expanding

Building on a strong business foundation

Growing Innovating

Partnering

• Notes & Domino growing faster than Market (>12,000 new customers since ND8)

• UC2 and Social SW fastest growing products in Lotus history by 2-4x Market

• WebSphere Portal #1 for 7 years(re. Gartner Dataquest)

• More Than Half of Fortune Global 100 now use Lotus Notes/Domino

• 30% more Sametime customers in 2008 – 1/3 are MS Outlook/Exchange users

• New delivery models - Lotus Foundations and Lotus Live

• Extensibility and value add

• Extensive partnerships with market leaders in mobility and business applications

• Over 10,000 Notes & Domino Business Partners, and growing

• IBM has invested more than $1 billion in Linux development

• Lotus Notes 8.5, xPages

• Lotus Connections is the world's first enterprise-ready social software

• Lotus Sametime the 2008 Enterprise Product of the Year (by Frost & Sullivan)

• UC2 – completely new approach

• Current Lotus collaboration leading market(Forrester Wave: Collaboration Platforms, Q3 2009)

The IBM Lotus Portfolio

● Connect with employees, partners & customers to build strong relationships that drive results

● Collaborate from anywhere to become a more agile, adaptable organization

● Innovate to leverage the power of participation and generate new ideas

● Optimize the cost of enabling people

71% of CEOs plan to place greater focus on external partnerships andcollaboration that extends beyond the traditional walls of the enterprise*

* Source: IBM Global CEO Study 2008; n = 1106

Building a smarter planet: Work smarter …

Collaboration is the key to working smarter !

Free and Innovative• Documents• Presentations• Spreadsheets

4 MILLION downloads ... and counting …

Lotus Symphony: Creating and editing content ...

CNET: “Microsoft is not just overpriced –for most users it’s overkill. That’s why I’ve been increasingly recommending IBM Lotus Symphony, a rounded office suite that just so happens to be free.”

Lotus Symphony roadmap …

Focus Areas: MS Office Interoperability

MS Office 2007 Support

VB Support

Code re-base to Open Office 3

Programmability

ODF 1.2 Support

Symphony 1.3Shipped Q2 2009

MS Office 2007 Support

DataPilot Tables cont'd

Enhanced LotusScript APIs

Symphony 2.01H 2010

OO 3.x code base

ODF 1.2

VB Macro

MS Office 2007 Support cont'd

Symphony 2.x2H 2010

VB Macro cont'd

Solution Enablement

Linked Value

● Improve the strength and speed of making connections and depth of relationships

● Enable the right business processeswith real time collaboration capabilities in context.

● Nurture adaptive and participatory communities

● Provide new, efficient and cost effective ways for people to create value.

It is about people, the work they do, and how others leverage it …

Unlocking the value, passion and expertise of people

Drive GrowthCreate Cultures of

InnovationCost Control

Establish strong clientand partner relationships

Innovate through collective talent

Develop efficient means of working

Leverage and preserve tacit knowledge

Sense and respondto change

Process

Talent & Expertise

Information

Connect Collaborate Innovate

Unified Communications &

Collaboration

Messaging &

Collaboration

Portals &

Mashups

Social

Software

Lotus Strategy People drive better business outcomes

“ ... If one compares IBM’s products against those offered by established enterprise vendors, such as Microsoft, Novell, and Oracle, then IBM clearly has the upper hand. ..."

On-Premise

SaaS

Hosted

Appliance

Unified Commsand Collaboration

Portals and Mashups

Messaging and Collaboration Social Software

IBM Lotus Collaboration Portfolio

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Gartner: Portal, Content & Collaboration Summit, June 2009

● Eclipse-based Designer

● xPages - Domino modern Web 2.0 apps

● Security simplification

● Roaming User

● iCal subscriptions & Calendar overlays

● Mac OS & Ubuntu client support

● Reduced costs for mail storage

● Domino Configuration Tuner

● Mobility: Nokia, BlackBerry, Windows Mobile, and Lotus iNotes for Web

● Widget extensibility

The Integrated Collaboration Environment …

Custom

Branding

Faster Navigation

Styles

Themes

Discussion 8.5

XPage showcase• Compelling U/I

• Quick to Customize• Easy to Deploy

Improved usability

Domino Discussion Application - From out of the box, to out on the web, in minutes

Domino Web 2.0 Applications – 2009 Easy to use: Compelling User Experience

IBM Lotus iNotes UltraliteApple iPhone

IBM Lotus Notes Traveler 8.5.1 !

Lotus Software forRIM BlackBerry OS

IBM Lotus Notes TravelerAlso available on Symbian OS

Also access via mobile solutions from IBM Business Partners …

The broadest mobile devices support

• Savings right out of the box – ND85 upgrade immediate benefits

• Total messaging cost savings of 30+%Storage costs reduced by 50%Administration savings of 30%Improved end user productivity

• Leverage existing expertise, applications, and infrastructureDon't spend money reworking applications or set-up

30%

Co

sts

Lotus Notes & Domino – It’s time to Upgrade !

0

20

40

60

80

100

120

140

6.5 7 8.0.1 8.5

Low Cost

Average Cost

High Cost

ND Release

Cost

Index

(base

= 1

00)

e-Mail Cost Reduction

Domino 8.5: DAOS Effect

15% Attachments 20% Attachments 25% Attachments 30% Attachments 40% Attachments 50% Attachments

0

50

100

150

200

250

300

350

400

450

500

550

600

650

700

217

280

344

411

539

682

108131

153177

221

267

98117

136156

193

232

93113

132151

189

227

Disk Storage Requirements: Domino 8.5 Vs. Major Competitor

Compression With DAOS Configured

Major Competitor

Domino 8.5 – Uncompressed

Domino 8.5 – LZ1 Attachment

Domino 8.5 – Doc Body & LZ1 Attachment

Workload: Percentage Of Messages With Attachments

Dis

k S

tora

ge

Pe

r E

-Ma

il M

essa

ge

(K

B)

Collaboration in an appliance

Lotus Foundations

Making Collaboration set-up simple:

• Start: For the small & medium business

• Branch Office: For distributed branches

AntiVirus and AntiSpam

Backup, Disaster Recovery

File management Network infrastructure, firewall, VPN, secure remote access Self-managing, self-healing and self-configuring

19

Note:Information is subject to change without notice at IBM’s discretion

2010

ND “next” & “beyond”Generating power (knowledge) from

information overflow● Enhanced navigation

● Enhanced integration with other Lotus products

● Task management

● Search and Discover

● Archiving*

Continued investment in rapid application

development● New APIs and Design Elements

Eclipse Admin Client

Broaden the reach of the Notes client● Additional mobile device support

● Remote forwarding

● Increased alignment with iNotes

Green innovations and cost of ownership

reduction● reduced disk space usage

● reduced i/o bandwidth consumption

● reduced power consumption

● reduced administration cost through task

automation

Integration of adjacent email capabilities● encryption

● DLP (Data Loss Prevention)

● other portfolio offerings

2009

ND 8.5 Reduced Total Cost of Ownership

Simplified Notes identity management● Reduced storage costs

● Improving Quality of Service

Enhanced Application Development● Web Application Modernization

● Eclipse-based Domino Designer

● XPages

Paving the path to related information● Search Connections

● Calendar overlays

Broaden the reach of the Notes client● Roaming User

● Mac OS 10.5 (Leopard), Ubuntu 8.04 and

Citrix 64-bit client support,

● Nokia series 60 devices

● Greater alignment with iNotes (Quickr

support, widgets, policies, sidebar)

ND 8.5.1Infrastructure

● GZIP (web server)

● Further DAOS exploitation

● SPNEGO

Integration● LotusScript Editor

● Java Editor

● xPages on Notes

Improvement● Drag & Drop calendar entries

● Enhanced editor

● Mac & Linux Desktop Search

● New LanguageWare engine

Broaden the reach of the Notes client● Notes Traveler for iPhone

ND 8.5.2Directory independence

Lotus Notes & Domino Immediate Roadmap

Modernized Sametime online meeting experience

New Sametime Web browser and mobile IM clients(Web 2.0 based - without Java downloads)

Improved video quality and interoperability

New mobile support for iPhone & extend plug-in model to mobile clients

Simplified UC enablement of business processes

and applications

Leveraging Expertise... Find, Reach, Collaborate …

Intelligent Call Management

Rich presenceSoftphone

Deliversrich and consistent

end user experienceacross

Multi-PBX environments

Lotus Sametime Unified Telephony

Lotus Sametime 8.5

1h09

Lotus Sametime Next

2010+

Multi-point videoA/V for Web browsersBandwidth managementMobile platform

LotusLive integration

Sametime Advanced Next

Simplified online meetingsStandards based voice & videoZero download web clientsiPhone browser IM client

New web APIsSametime system console

Embedded SoftphoneIntegrated presenceClick to call/click to confIncoming call management

Support for IP & TDM PBX's

Lotus Sametime family roadmap …

2h09

Note:Information is subject to change without notice at IBM’s discretion

WebSphere®

Portal

Employees

Partners

Customers

Exceptional Web Experiences

One PlatformMany Different Business Needs

WebSphere Portal, Portlet Factory, WCM, Amazon EC2

WebSphere Portal 7.0

Sumer 2010• Out of the box samples and templates

• WCM and Portal integration, WCM

enhancements, analytics

• Focus on Public Web sites, external

facing portal focus

• Cost of Ownership, Virtualization, SaaS

• Social Software: Mashup integration,

Blog/wikis, tagging/rating

• Express, Server, Enable, Extend

• Improved Site Analytics and Serviceability

• Unified Platform Support

Portlet Factory 6.1.2.1

Q1 2009• Fixpack

Portlet Factory 6.1.5

November 2009• Enhanced usability

• Improved generated UI

• Enhanced Web 2.0 support

• Improved performance

• Team development support

• Enhanced Web Services

• Improved documentation

• Expanded platforms

Portal 5.1.x\6.0.x

PDM Migration tools • Quickr – Q1 09

• WCM – Q2 09

WebSphere Portal FastTrackQ1-Q4 ongoing catalog updates

Enhanced WCM Rendering Portlets (Jan)

PHP Support (Tech Preview) (Jan)

WebDav Support for Portal (Tech Preview) (Jan)

WSRP Producer for WAS 7.0 (Mar)

Lotus Mashup Integration (July)

Enhanced Portal Page Customization (July)

WCM/Symphony Integration (2H09)

Unified Task List Portlet Update (2H09)

WCM templates (2H09)

Portal 6.1.0.6 and 6.1.0.2

Fixpacks Q2 2009

Portal 6.1.0.3 Fixpack

November 2009

Amazon.com AMIs

Q1 09• Portal / WCM

Development AMI

WebSphere Portal 6.1.5

November, 2009WCM

• WCM Templates

• ECM Support in WCM

• Syndication Reporting

• WebDAV Support (Portal** & WCM)

• Web Content Integrator

• Large File Handling***

• WF API Enhancements***

• Enhanced Rendering Portlets**

Core Portal

• Enhanced Page Customization**

• Portal Lazy App & Component Init***

• Mashup Integration

• Site analytics

** Released via catalog (see FastTrack)*** Released early via WP 6.1.0.2

Amazon.com AMIs

Q2 09•Portal / WCM Production AMI

•Forms Turbo, Mashups dev AMIs

Portlet Factory 7.0

Summer 2010• Enhanced Web 2.0 support

• iWidget support on Portal

• Expanded platform support

• Improved documentation

Amazon.com AMIs

Q3 09•Portal / WCM Production AMI

•Forms Turbo, Mashups prod AMIs

WebSphere Portal Roadmap

IBM

WebSphere®

Portal

Websphere Portal Accelerators

Allow people to quickly solve business problems through a rich, integrated user experience

Self-Service Accelerator 6.1

Q1 2009• Complete reference App, MSS and

workflow via catalog

New Learning Accelerator

Q2 2009• Partner announcement

Process Accelerator 3.5.1

Lotus Forms and Turbo

Aug 2009• UTL via catalog

• Mashup Integration (iWidget)

• XML Fragments v1 – simplify

form maintenance

• BPA Framework (English-only)

• Strict XHTML 1.0 support

• Turbo Extension Points

• zLinux support (Server, 32-bit)

• WS TX 8.2 update (Server)

• Firefox 3

• WAS 7 support (Server)

Dashboard Accelerator 6.1.5

Content Accelerator 6.1.5

Collab Accelerator 6.15

Enterprise Suite 6.1.5

Q4 2009

Process Accelerator v3.5.2

Q4 2009• Update with Portal 6.1.5

Mobile Portal Accelerator 6.1

July 2009• Portal 6.1 support

• Multi-channel server updates

• Client framework widget samples

• LWCM xDime Author/render support

Mashup Accelerator

Q4 2009• Portal 6.1.0.2 and Mashup Center 2.0

• Portal Mashup Catalog deliverable

Process Accelerator vNext

Lotus Forms / Turbo

1H 2010

Lotus Forms Turbo

• WS Portal Integration

(iWidget, JavaScript)

• Refine UX,

• Maintenance; backup, tuning

• Platforms: Safari, iSeries

• BiDi, Accessibility

• APIs

• Cluster support through Forms

Server

Lotus Forms

• 64-bit port

• Ease Web Services usage

• IE 8

Update BPA with Portal 7.0

Government Template

Q2 2009• Accelerator samples and

templates for Gov to Business

Retail Banking Template

Winter 2009• Accelerator samples and

Templates for Banking

Mobile Portal Acc 7.0

Dashboard Acc 7.0

Content Acc 7.0

Collab Acc 7.0

Enterprise Suite 7.0

Summer 2010

Portal Accelerator Roadmap

Web Conferencing Collaboration eMail

LotusLive Meetings(Sametime Unyte Meeting)

The full-featured Web Conferencing service includes polling, hand raising, record & playback.

LotusLive Events(Sametime Unyte Events)

The Internet-based Event capabilities. Provides tools to create & manage Webinars.

LotusLive Connections

The integrated suite of Web collaboration and business networking solutions including:

LotusLive Notes(Lotus Notes in private Cloud)

The full-featured, dedicated hosted E-Mail service. (Rich & Web client)

LotusLive Engage

The integrated suite of Web collaboration and business networking solutions including:

LotusLive iNotes

Web-based E-Mail service with personal Calendar & Contacts.

Additional Add-ons• LotusLive Mobile for Blackberry• LotusLive Sametime IM

Available 2H, 2009

•Files•Activities

•Profiles and Contacts• Instant Messaging

• Profiles and Contacts• Instant Messaging • Online Meetings• Survey Forms

• Files• Activities • Charts

Available Q3, 2009

“Click to Cloud” …

Lotus SametimeLotus Sametime UnyteUnified communications and collaboration services

WebSphere PortalComposite applications and integration services with 7 accelerators

Lotus ConnectionsSocial software for business

Lotus QuickrCollaborative content and team services

Lotus Notes and DominoMail, calendaring and rapid application development

Lotus FormsPixel perfect, digitally signed forms

Lotus SymphonyFree productivity tools for documents, presentations, and spreadsheets

Lotus ExpeditorEclipse based Client-side integration which extends composite applications to laptops, desktops, kiosks and mobile devices

Lotus MashupsEasily remix content and uncover insights

Lotus FoundationsOn-premise servers for small businesses and departments

Lotus ProtectorSecurity services for e-mail

SW as a Service / Cloud Computing

The Lotus Product Portfolio 2009

Drive GrowthCreate Cultures of

InnovationCost Control

Establish strong clientand partner relationships

Innovate through collective talent

Develop efficient means of working

Leverage and preserve tacit knowledge

Sense and respondto change

Process

Talent & Expertise

Information

Connect Collaborate Innovate

Unified Communications &

Collaboration

Messaging &

Collaboration

Portals &

Mashups

Social

Software

Lotus Strategy People drive better business outcomes

Thank you !

uffe@dk.ibm.com

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Portal Market Presence1#IBM WebSphere Portal

“Gartner, Inc. has ranked IBM as

the worldwide market share leader

in Portal software based on

revenues from 2002 through

2007.”— Gartner Inc. ―Market Share: Application Infrastructure and

Middleware Software, Worldwide, 2007‖ by Fabrizio

Biscotti, Terese Jones, Asheesh Raini and Joanne

Correla June 4, 2008

“According to IDC, IBM leads the EPS market for the sixth consecutive year in 2007.”

— IDC: ―Worldwide Enterprise Portal Software 2008-2012

Forecast Update and 2007 Vendor Shares: A New

Landscape‖, Doc #213165 July 2008

Horizontal Portal Magic Quadrant, 2008* leader for 7 consecutive years!

*Magic Quadrant for Horizontal Portal Products, 2008

Gartner: September 12, 2008 by David Gootzit, Gene

Phifer, Ray Valdes

30 hospitals, clinics

and health delivery

networks worldwide

Over 40 U.S. Federal Agencies

10 out of the top 10 global banks

Every G8 Country

8 out of the top 10 worldwide retailers

4 out of the top 5 US health insurance companies