WebSphere Lombardi Edition V7 WebSphere Lombardi Edition V7.2 For Broader, Faster Adoption of Rapid Process Improvement Marc Smith – Product Manager – WebSphere Lombardi BPM Welcome

Accelerate Adoption of Process Implementation, Improvement Provides a model-driven architecture with a shared process model Rapid delivery of process applications Build, deploy, measure, optimize processes using a single, unified platform What’s New? Broader global language availability Enable international markets with expanded translation and localization support (Asia Pacific, Latin America, Europe) Built-in integrations with complementary IBM products WebSphere Process Server/WSRR, ILOG JRules, content management with FileNet or CM8 Optional add-ons extend access to processes from Microsoft desktops Outlook, SharePoint add-ons Main Point: IBM WebSphere Lombardi Edition V7.2 enables broader, faster adoption of rapid business-led process improvement through added integrations, and expanded globalization. WebSphere Lombardi Edition is an easy-to-use business process management (BPM) offering for building and managing process applications with less time, cost, and risk. WebSphere Lombardi Edition has a single comprehensive environment for managing process design, execution, monitoring, and optimization. Its graphical design environment is designed to make it easy for process owners and business users to engage directly in the implementation and improvement of their business processes. With built-in real-time monitoring and analytics, process owners get the visibility needed to understand process bottlenecks and inefficiencies. WebSphere Lombardi Edition is well suited for implementation of business processes that need to provide a high degree of end-user involvement and collaboration. What’s New: IBM WebSphere Lombardi Edition V7.2 extends the core capabilities of WebSphere Lombardi Edition to make it even easier for customers to accelerate the deployment and adoption of process improvement applications: Expanded globalization and translation of the product tools and documentation make it easier to deploy and use around the world. Built-in integrations to complementary IBM products make it easier to extend the capabilities of WebSphere Lombardi Edition applications. Optional add-on Microsoft integrations make it easier to access and manage WebSphere Lombardi Edition processes from Outlook and SharePoint. Key Actions: More info at http://www-01.ibm.com/software/integration/lombardi-edition/ Additional Info: WebSphere Lombardi Edition, formerly Lombardi Teamworks, is now a new IBM single BPM offering allowing companies to continually improve their end-to-end business processes from build to execute to improve and manage functions. Organizations can drive better process performance because WebSphere Lombardi Edition provides fine-grained visibility and real-time control for in-flight processes. Process owners can react and adjust quickly to market pressures, regulatory changes, or other external forces by leveraging WebSphere Lombardi Edition which supports the highest levels of dynamic process execution. Features include a graphical view of process status, real-time scoreboards to provide out-of-box visibility into work in progress and the capability to take dynamic action and collaboration activities to allow for process participants to communicate and collaborate on specific process instances during process execution. WebSphere Lombardi Edition allows organizations to manage all aspects of their BPM program and exponentially expand BPM adoption throughout their organization by increasing collaboration, governance, reuse and simplifying tasks across the entire process development lifecycle. WebSphere Lombardi Edition supports the highest levels of program manageability with features including a process center for all process artifacts created in development, toolkits to facilitate and manage reuse of common functionality across multiple versions of multiple process applications and snapshots of all artifacts as specific points in time to manage all changes to process models. Back-in-time versioning allows organizations o instantly view any historical version of a process at any time with just the click of a mouse, as well as run the entire process application as it existed at that specific point in time, including models, rules, services, data, and forms. WebSphere Lombardi Edition also has a process server registry with centralized tools to deploy and track versions of multiple processes across various runtime server environments are now provided in the process server registry. The business process management (BPM) market is extremely broad and growing -- and the market needs are quite diverse. In the current business landscape, our clients understanding how their business is performing and transforming their business processes into engines of innovation is paramount. By enhancing awareness and understanding across ecosystems, they can gather insights to enable redesign of processes, systems, and strategies that span the breadth of their business network across employees, customers, partners, and suppliers to drive innovation. BPM requires various approaches to solve a spectrum of business challenges faced by the market today. WebSphere Lombardi Edition enables business-driven change to allow development of process applications involving human-to human interactions, ad-hoc collaboration, and work flow patterns that require fast deployment. WebSphere Lombardi Edition is designed to help companies meet the challenges of designing, controlling, optimizing and managing the lifecycle of processes across an organization by providing a simple graphical interface so business users can build processes and easily help everyone on the team to understand their processes. Authoring environment - Enables collaboration between business and IT authors and provides the ability to quickly build and share every process element, from diagrams to forms, rules, and services in a single design environment Process portal - Helps drive process performance giving users a consolidated view of all outstanding tasks while giving managers visibility into team and process performance Shared model architecture - Includes a single shared process view across design and runtime environments to ensure that business and IT have a unified understanding of the process model Performance data warehouse - Tracks key business metrics and process performance data to help analysts identify process performance hotspots to target for enhancement in future process versions Process center -- Provides a central hub for managing the design-time aspects of a BPM program including a repository for storing process model versions, a framework for deploying processes and related artifacts to runtime environments, and a registry for tracking the deployment of each process Benefits include: Efficiency Eliminate manual data entry - Reduce time required to add a new employee record into the HR system from 9 hours to 10 minutes Reduce process cycle time - Reduce compensation processing timing for 12,000 sales representatives from 33 days to 7 Reduce manual routing - Eliminate 80% of the manual work required to route invoice exceptions to the appropriate resolution teams Effectiveness - Handle exceptions promptly, resulting in saving distressed shipments from 5% to 70%, yielding $2M per quarter in saved revenues Make better decisions - Improved review process, resulting in $3M Saving in billing disputes that were write-offs Consistent execution - Improve client satisfaction to 92% based on proactive tasks to ensure home loans are processed promptly Agility Faster regulatory compliance – Changed customs-related processes after September 11, 2001, within 90 days to comply with new federal regulations Support new business models - Change shipping partners within 10 minutes in core process, enabling manufacturer to change primary shipper every quarter, if beneficial Designed for mid-to-large-sized enterprises in any industry that want to stay competitive and to rapidly change their business processes to respond to a variety of market and business demands will need business process management capabilities to address their business opportunities and challenges. WebSphere Lombardi Edition V7.2 2 2

Internationalization Internationalization of design-time and run-time environments Authoring Environment, Coaches, Portal, Admin Console, Installer and Documentation translated into the following languages: English Spanish Portuguese (Portugal) Portuguese (Brazil) French German Dutch Italian Greek Russian Japanese Korean Simplified Han Traditional Han

4 WebSphere Process Server/WebSphere Service Registry & Repository Integration WPS integrations configured “by hand” WLE invokes WPS integrations & orchestrations via non-secure web services Previous WLE authors browse the WSRR secure & non-secure web service repository via the Web Service configuration wizard WLE invokes WPS integrations & orchestrations via secure & non-secure web services 7.2

WPS Service Registry Connection Allows authors to leverage sophisticated backend services from WPS Authors can search available WPS web services in WSRR Authors will be able to select a WSRR registry to explore, and then search and select available WPS services 5

WPS Service Registry Search

WebSphere ILOG JRules Integration 7 WebSphere ILOG JRules Integration Integrations to ILOG JRules servers, rulesets, and decision services created “by hand” WLE invokes ILOG decision service via non-secure web services Previous WLE ‘JRules Connector’ connects and invokes ILOG decision service via secure & non-secure web services 7.2

Consuming Rules from ILOG JRules Allows authors to leverage sophisticated business rules managed in a central ILOG JRules Environment New JRules Integration widget available in the WLE ‘Rules Service’ palette Authors can browse available Rules Applications, Rule Sets and Rules JRules Rules are invoked via web services from WLE ‘Rules Service’ Authors will be able to browse and select an existing Ruleset from an existing JRules Execution Server

Enterprise Content Management Integration WLE can make calls to ECM web services (custom code) ECM can send events to WLE (custom code) WLE File Attachments URL to ECM document Previous ‘Document List’ widget links WLE Coach to ECM repository ‘Document View’ widget links WLE Coach to ECM repository WLE API functions allow authors to search, retrieve and upload documents 7.2

ECM Coach Controls OOTB Integration with CM8 and FileNet P8 through IBM Content Integrator. * Integrating through ICI enables integration with multiple third-party ECM repositories

ECM Coach Control Options Authors can define a search for a list of documents to expose to the end-user Authors can allow end-users to upload documents to the ECM repository

End-user Coach view of ECM documents End-users can view the documents directly from an ECM repository through the new document viewer widget in Lombardi Coaches

Lombardi for Office & Lombardi for SharePoint 1313 Available in Passport Advantage Lombardi for Office & Lombardi for SharePoint Integrated Process Toolbar for all user actions Lombardi Task Folders automatically available in Outlook Folders View and run tasks from WebParts Manage processes directly from Outlook or SharePoint -- Successful process improvement requires active participation by end users and the level of end-user adoption can be improved significantly by making it as easy as possible to participate. In this release, WebSphere Lombardi Edition V7.2 allows end users to launch and perform Lombardi Edition process tasks directly from the popular Microsoft products, Office and SharePoint. The Microsoft integrations are offered as optional add-on components: WebSphere Lombardi Edition for Microsoft Office add-on -- Enables Microsoft Office users to view and run Lombardi Edition tasks directly from their Outlook desktop. The Office add-on installs a Lombardi Edition plug-in onto the end-user Outlook desktop client. WebSphere Lombardi Edition for Microsoft SharePoint add-on -- Enables Microsoft SharePoint users to view and run Lombardi Edition tasks directly from webparts that are dropped into SharePoint portal pages. The SharePoint add-on is installed on any SharePoint server that will be used to host interactions with processes via the Lombardi Edition webparts. Lombardi For Office End-users can view task lists, reports, and run tasks directly from their inbox Available as English only Add-on price for each WLE Application Instance Lombardi For SharePoint End-users can view task lists, reports and run tasks from SharePoint WebParts Available as English only Add-on price for each WLE Application Instance

New Feature: Critical Path Management - Viewing Critical Path Data 1 Selection of Projected Path Users can choose a projected path based on pessimistic, optimistic, historical, and simulation data. 1 2 Important Details About the Current Process Instance Users can see the current set due date of the process and what the due date would be if the process were to take the selected path. From here, they can change the set due date of the process to align with the projected due date. 2 3 Visibility Into Details of Each Activity in the Process Users can see which task the process is currently at and which activities are left to execute. For each activity, users can view and make changes to the assigned owner, priority, duration, and due date. The list is expandable so the user can see details of previous activities and tasks. 3 14 14

New Feature: Critical Path Management - Advanced User Features 1 Printable and Exportable Views Users can print Critical Path data into a printable format as well as export the data to an Excel spreadsheet to share desired information with colleagues and management for review. 1 2 Mass Updates to Activity Durations When a process has a large amount of activities, the ability to update multiple activities at once is essential. Users can update durations by an amount, a percentage, or set all chosen activities to a desired value 2 Preview of Changes All changes made to activities and tasks are displayed to the user in a readable list so users can be sure their changes are accurate. 3 3 15 15

New Feature: Critical Path Management - Graphical Representation 3 Highlighted Current Activity The activity that the process is currently at is highlighted in yellow. Users can double click activities to see any sub processes. 1 2 Highlighted Critical Path Users can visualize what activities are left to be executed on the selected Critical Path. 1 2 Printable Process Diagram Users can print the process diagram with the highlighted critical path to share with colleagues. 3 16 16

Lombardi Edition: Where to Go for More Information WebSphere Lombardi Edition v7.2 – Announcement Letter: http://www-01.ibm.com/common/ssi/cgi-bin/ssialias?infotype=AN&subtype=CA&htmlfid=897/ENUS210-318&appname=USN WebSphere Lombardi Edition v7.2 – Web Page: http://www-01.ibm.com/software/integration/lombardi-edition/ WebSphere Lombardi Edition v7.2 – Product Documentation: http://www-01.ibm.com/software/integration/lombardi-edition/library/documentation/ Lombardi BPM on PartnerWorld: https://www-304.ibm.com/partnerworld/wps/servlet/mem/ContentHandler/H667491V63678L22 Lombardi BPM Sales and Marketing Kit: http://w3-103.ibm.com/software/xl/portal/content?synKey=H667491V63678L22#overview Lombardi BPM Overview Customer Presentation: IMPACT 2010 Lombardi presentation Contact for more help: askLombardi@us.ibm.com

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Supported Operating Environments – WLE Server Operating Systems: Windows Server 2008 R2 (32- or 64-bit) Windows Server 2008 (32- or 64-bit) Windows Server 2003 R2 (32- or 64-bit) Windows Server 2003 (32- or 64-bit) AIX 5.3, AIX 6.1 (Power® 6) Red Hat Enterprise Linux 5 (x86-32-bit, x86-64-bit) SUSE Linux Enterprise Server 10 (x86-32-bit, x86-64-bit) Sun Solaris SPARC 10 Databases DB2 Enterprise Server V9.7 Fix Pack 1 DB2 Workgroup Server V9.7 Fix Pack 1 DB2 Express® V9.7 Fix Pack 1 Microsoft SQL Server 2005 Standard and Enterprise Edition SP3 Microsoft SQL Server 2008 Standard and Enterprise Edition Microsoft SQL Server 2008 Standard and Enterprise Edition R2 Oracle Database 11g Standard and Enterprise Edition Release* Oracle Database 11g Standard and Enterprise Edition Release 2* Authors Operating Systems: Microsoft Windows Server 2008 R2 (32- or 64-bit) Windows Server 2008 (32- or 64-bit) Windows Server 2003 R2 (32- or 64-bit) Windows Server 2003 (32- or 64-bit) Windows 7 (32- or 64-bit) Windows Vista (32- or 64-bit) Windows XP Service Pack 3 (32- or 64-bit) Participants Supported Browsers Microsoft Internet Explorer 6 or 7 Mozilla Firefox 3, or later * Refer to the required patch for Oracle Database 11g Release 2 Standard and Enterprise editions: July 2010 Critical Patch for Oracle 11g Release 2 as documented in My Oracle Support Note 1089044.1. Note: Red Hat Enterprise Linux for System z and SUSE Linux Enterprise Server for IBM System z are supported on WLE 7.1. WLE 7.2 support for zLinux is planned for 1H2011

Supported Operating Environments – WLE Add-ons Lombardi Edition for Microsoft Office Add-on Operating Systems Windows XP Service Pack 3 (32- or 64-bit) Windows Vista (32- or 64-bit) Windows 7 (32- or 64-bit) Microsoft Office or supporting components: Microsoft Outlook 2007 Microsoft Collaboration Data Objects (CDO) 1.2.1 Microsoft .NET 3.5 Lombardi Edition for Microsoft SharePoint Add-on Operating systems: Microsoft Windows Server 2008 R2 (32- or 64-bit) Windows Server 2008 (32- or 64-bit) Windows Server 2003 R2 (32- or 64-bit) Windows Server 2003 (32- or 64-bit) Microsoft SharePoint Server or supporting components: Microsoft SharePoint Server 2007 (use 32-bit version for 32-bit Windows Server, or 64-bit version for 64-bit Windows Server) Microsoft Internet Information Services (IIS) ASP.NET 2.0 enabled in IIS Microsoft .NET Framework 3.0 or 2.0