Social Business Architecture © 2014 IBM Corporation

Social Business Architecture
© 2014 IBM Corporation
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
© 2014 IBM Corporation
Relationships Fuel Social Business
Network
Customers
Organization
Partners
© 2014 IBM Corporation
Social Requires a Use Case Centric Approach
Capabilities
Implementations
Open Communications
Social Collaboration
Social Use
Cases
Business
Solutions
Knowledge & Insights
Leveraging Expertise
Social Business
Patterns
© 2014 IBM Corporation
• Exceptional Customer
Experiences
• Social Intranet
• Collaboration Services
•
•
•
•
Social CRM
Smarter Workforce
Social Commerce
Social Intelligence
Infusion Toolkit
• Innovation
• Mergers and
Acquisitions
• Workplace Safety
Entry Points for Social
Social Business Pattern
Pattern Initiatives
Social Use Cases
Social Capabilities
© 2014 IBM Corporation
Patterns: From Process to Value
Pattern
Stakeholders
Pain Points
Value Props & ROI
Customer Engagement
• Managing brand across channels
• Difficulty engaging advocates
• Responding rapidly to marketplace shifts
↑ Brand awareness
↑ Effectiveness of Marketing
↑ Brand trust
Marketing
CMO, Digital Channel,
VP Sales
Sales
VP Sales, VP Service,
• Inconsistent sales performance
Contact Center, CHRO, • Responding quickly to complex sales
CPO
• Creating B2B customers digital channel
Customer
Service
VP Service, Contact
Center, VP Sales,
CHRO
• 66% of WW consumers left from poor service
• High cost of call center transactions
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
© 2014 IBM Corporation
↑ Sales / Revenue
↑ Products per customer
↑ Market share
↑ Customer Sat
↑ Revenue (social CS = +20-40%)
↑ Efficiency (social CS = +7.9%)
Purpose of Reference Architecture
• 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
© 2014 IBM Corporation
• 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
Social Enablers Drive Solutions
Social
Platform
Enablers
Social
Collaboration
•Connections
•Connections IM
•Connections Meetings
•Connections Mail
Social
Analytics
•I2 Intelligence Analysis
•IBM SPSS
•Content Analytics
•Social Media Analytics
Social
Content
Social User
Experience
© 2014 IBM Corporation
•IBM Docs
•Connections Content Manager
•Web Content Manager
•WebSphere Portal
•Customer Experience Suite
•Employee Experience Suite
•Worklight
The Value of a Social Business Platform
Integrated Platform
Take advantage of a broad range of industry
leading social tools
Access
IBM Platform for Social Business
People-centric business capabilities
Social Networking
Social Analytics
Social Content
Social User
Experience
Socially enable business process
Social as the business process
Access Anywhere
Access your social data from a variety of
touchpoints (e.g. applications, desktops, mobile,
etc)
© 2014 IBM Corporation
Deployment Options
Foundational Services
Integration
Connected to Business
IBM Integrated Capabilities
IBM Mobile
Access
IBM Cloud
Social
Networking
Social
Analytics
Social Content
Social User
Experience
Deployment Options
Foundational Services
© 2014 IBM Corporation
Integration
IBM Platform for Social Business
IBM Big Data
Commerce and
EMM
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
© 2014 IBM Corporation
Enablers - Core Features/Building Blocks
People Centric
Profiles
Networks
Messaging
Commenting
@mentions
Social Content/ Publishing
Blogs
Wikis
Files
Document co-editing
Rich Media
Web Content
Updates
Surveys/Polls
Libraries
Sharing
Social Cooperation
Communities
Activities
Forums
Social Q/A
Ideation
Discovery
Tagclouds
Search
Streams/Feeds
Analytic Association
Association
Following
Recommending/ Liking
Rating
Bookmarks
Tagging
Pinning (saving)
Real-Time Collaboration
Instant Messaging
Group Chat
Live Chat
Voice (1-1, 1-several)
Audio Conference
Video Calling
Screen Sharing
Web Conference (e-meeting)
Social Analytics
Social Listening & Monitoring
Social Sentiment Analysis
Social Relationship (Network) Analytics
Predictive Analytics
Social Content Analytics
Digital Experience/ Platform
Web Sites (intranet, externet, internet)
Web Apps
Mobile Apps
IBM Social Business Reference Architecture
Integration
Access
Web
Mobile
Client
Enterprise
Applications
Analytic
Engines
IBM Platform for Social Business
Social Networking
Social Analytics
People-Centric
Networking
Social Cooperation
Social Relationship
Analytics
Predictive
Analytics
ECM
Real-time
Collaboration and
Communications
Association
Social Content
Analytics
Sentiment
Analysis
Web
Frameworks
Social User Experience
Social Content
Interactive (usergenerated) Content
Web Content
Surveys & Forms
Document co-Editing
Intranet
BPM
Externet
Search
Internet
Apps
Social Media
Deployment Options
Private Cloud
Multi-tenet Cloud
On-Prem
Collaboration
Frameworks
Hybrid
Foundational Services
Security
Access SSO
© 2014 IBM Corporation
Directory &
Identity Mgt
Business
Controls
DR
HA
Admin
Monitoring
People Data
Integrator
Content
Integrator
IBM Social Business Reference Architecture
Integration
Access
Web
Mobile
Client
Enterprise
Applications
Analytic
Engines
IBM Platform for Social Business
Social Networking
Social Analytics
People-Centric
Networking
Social Cooperation
Social Relationship
Analytics
Predictive
Analytics
ECM
Real-time
Collaboration and
Communications
Association
Social Content
Analytics
Sentiment
Analysis
Web
Frameworks
Social User Experience
Social Content
Interactive (usergenerated) Content
Web Content
Surveys & Forms
Document co-Editing
Intranet
BPM
Externet
Search
Internet
Apps
Social Media
Deployment Options
Private Cloud
Multi-tenet Cloud
On-Prem
Collaboration
Frameworks
Hybrid
Foundational Services
Security
Access SSO
© 2014 IBM Corporation
Directory &
Identity Mgt
Business
Controls
DR
HA
Admin
Monitoring
People Data
Integrator
Content
Integrator
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
© 2014 IBM Corporation
People-Centric
Networking
Social Cooperation
Real-time
Collaboration and
Communications
Association
IBM Social Business Reference Architecture
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
© 2014 IBM Corporation
Social Analytics
Social Relationship
Analytics
Predictive
Analytics
Social Content
Analytics
Sentiment
Analysis
IBM Social Business Reference Architecture
Social Content
• User Contributed
– 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
© 2014 IBM Corporation
Social Content
Interactive (usergenerated) Content
Web Content
Surveys & Forms
Document co-Editing
IBM Social Business Reference Architecture
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
© 2014 IBM Corporation
Intranet
Externet
Internet
Apps
Architectural Overview from Reference Architecture
• Reference Architecture Template
• Example Architectural Overview– Innovation
• Example Product View – IBM Software
© 2014 IBM Corporation
Architectural Overview - Template
Access
Web
Integration
Mobile
Client
Enterprise
Applications
IBM Platform for Social Business
Social Networking
Analytic
Engines
Social Analytics
People-Centric
Networking
Social Cooperation
Social Relationship
Analytics
Predictive
Analytics
Real-time
Collaboration and
Communications
Association
Social Content
Analytics
Sentiment
Analysis
ECM
Web
Frameworks
Social User Experience
Social Content
Interactive (usergenerated) Content
Web Content
Surveys & Forms
Document co-Editing
Intranet
BPM
Externet
Search
Internet
Apps
Social Media
Deployment Options
Private Cloud
Multi-tenet Cloud
On-Prem
Collaboration
Frameworks
Hybrid
Foundational Services
Security
Access SSO
© 2014 IBM Corporation
Directory &
Identity Mgt
Business
Controls
DR
HA
Admin
Monitoring
People Data
Integrator
Content
Integrator
Architectural Overview – Innovation Pattern
Access
Web
Integration
Mobile
Client
Enterprise
Applications
IBM Platform for Social Business
Social Networking
Analytic
Engines
Social Analytics
People-Centric
Networking
Social Cooperation
Social Relationship
Analytics
Predictive
Analytics
Real-time
Collaboration and
Communications
Association
Social Content
Analytics
Sentiment
Analysis
ECM
Web
Frameworks
Social User Experience
Social Content
Interactive (usergenerated) Content
Web Content
Surveys & Forms
Document co-Editing
Intranet
BPM
Externet
Search
Internet
Apps
Social Media
Deployment Options
Private Cloud
Multi-tenet Cloud
On-Prem
Collaboration
Frameworks
Hybrid
Foundational Services
Security
Access SSO
© 2014 IBM Corporation
Directory &
Identity Mgt
Business
Controls
DR
HA
Admin
Monitoring
People Data
Integrator
Content
Integrator
IBM [example] Social Architecture Product View
Integration
Access
Web
Mobile
Client
Enterprise
Applications
Analytic
Engines
IBM Platform for Social Business
Social Networking
IBM Connections
IBM Sametime
IBM Notes & Domino
IBM Forms
I2 Intelligence
Analysis
IBM SPSS
ECM
IBM Content
Analytics
IBM Social Media
Analytics
Web
Frameworks
Social User Experience
Social Content
IBM Connections
Social Analytics
IBM WCM
IBM Docs
BPM
WebSphere
Portal
OpenSocial
Portlet
Standards
IBM Social Apps
Search
Social Media
Deployment Options
Private Cloud
IBM Smartcloud
On-Prem
Collaboration
Frameworks
Hybrid
Foundational Services
Security
Access SSO
© 2014 IBM Corporation
Directory &
Identity Mgt
Business
Controls
DR
HA
Admin
Monitoring
People Data
Integrator
Content
Integrator
Social Use Case Model
© 2014 IBM Corporation
Social Business Use Cases
Cross-Industry
Industry-Specific
Cross -Business
Recruiting &
Onboarding
© 2014 IBM Corporation
Merger &
Acquisition
External Customer
Insights
Safety
Social Business Use Cases
Enablers
© 2014 IBM Corporation
Capabilities
Use Cases
Social Use Case Model
Local Government Example
Libraries
Roles
1
2
Literacy Champions in
Literacy Core Team
Library Branches
Subject Actors
Literacy Core Team
Object Actors
Interaction
Organize training
[With each other/self] work activities
Develop content
Manage physical
literacy materials
ordering process
[With Consultant]
Develop Content
Coordinate training
Review physical
literacy material
purchasing
Provide training
[With Champions]
materials
Communicate
training schedule
Post guides, lists, etc
Respond to
questions, issues,
ideas
Communicate literacy
events to Champions
and Library Staff
Coordinate physical
literacy materials
© 2014 IBM Corporation
3
Internal Stakeholders
Capability
Manage Cooperative Work
4
External Literacy
Consultant
5
6
Literacy Trainers
Citizen
Success Criteria
Relationship/Activity
Initiative Goals
Improve execution of training
program
Create awareness amongst Library
staff of literacy issues and how best Increase County Literacy
to address these issues.
among children and adults
Enterprise Impact
Manage Cooperative Work
Manage Individual Work
Manage the physical stock and
resources to aid in Literacy
Campaign
Manage Cooperative Work
Manage Cooperative Work
Manage Individual Work
Manage the physical stock and resources to aid in Literacy
Campaign
Publish into networks
Publish into networks
Publish into networks
Engaging conversations
Publish into networks
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
1
role
Roles
2
role
3
role
4
role
5
role
6
role
Success Criteria
Subject Actors
Object Actors
Interaction
Role
[with role]
what is the buisness
doing
© 2014 IBM Corporation
Capability
Relationship/Activity
Initiative Goals
Enterprise Impact
Social Capabilities Drive Human Interactions
© 2014 IBM Corporation
Open
Communications
Information &
Knowledge
Sharing
Leveraging
Expertise
Collaboration
Business Capabilities for Social Business
Capability
Grouping
Leveraging
Expertise
Knowledge
Sharing
Social
Cooperation
(Collaboration)
Capabilities
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.
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.
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.
Publish into
networks
The ability to outwardly communicate informational messages or content to a targeted audience, leveraging open networks
and social channels.
Open
Engage in
Communication conversations
Listen
28
Brief Definition
© 2014 IBM Corporation
The ability to interact in beneficial 2-way engagement with others, such as a dialog, discussion, or request and response.
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
Layer enablers in
well established, patternistic
ways to Social Capabilities
3rd
• Guidance as foundation to
Use Case decisions
Social Communication
1H13v2
Organizational
awareness
People Centric
Profiles
Networks
Expertise Location
Messaging
Commenting
@mentions
Social Content
Blogs
Wikis
Files
Bookmarks
Updates
Sharing
Rich Media
Libraries
Social Cooperation
• Enablers aligned with
business need:
– Define Solution
– Drive Adoption
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
© 2014 IBM Corporation
Publishing
into
networks
Engaged
conversations Listening
Social Patterns for Innovation
Architectural Overview showing 2nd Layer and 1st Layer Enablers
Access
Web
Integration
Mobile
Client
Enterprise
Applications
IBM Platform for Social Business
Social Networking
Social Analytics
People-Centric
Networking
Social Cooperation
Social Relationship
Analytics
Predictive
Analytics
Real-time
Collaboration and
Communications
Association
Social Content
Analytics
Sentiment
Analysis
ECM
Web
Frameworks
Social User Experience
Social Content
Interactive (usergenerated) Content
Analytic
Engines
Web Content
Intranet
BPM
Externet
Search
Surveys & Forms
Document co-Editing
Internet
Apps
Social Media
Deployment Options
Private Cloud
Multi-tenet Cloud
On-Prem
Collaboration
Frameworks
Hybrid
Foundational Services
Security
Access
SSO
© 2014
IBM Corporation
Directory &
Identity Mgt
Business
Controls
DR
HA
Admin
Monitoring
People Data
Integrator
Content
Integrator
Social Patterns for Innovation
Product Recommendations
Integration
Access
Web
Mobile
Client
Enterprise
Applications
Analytic
Engines
IBM Platform for Social Business
Social Networking
Social Analytics
ECM
IBM Connections
IBM Content
Analytics
Social User Experience
Social Content
IBM Connections
IBM Forms
IBM Social Media
Analytics
IBM WCM
IBM Docs
Web
Frameworks
BPM
WebSphere
Portal
OpenSocial
Portlet
Standards
IBM Social Apps
Search
Social Media
Deployment Options
Private Cloud
IBM Smartcloud
On-Prem
Collaboration
Frameworks
Hybrid
Foundational Services
Security
Access SSO
© 2014 IBM Corporation
Directory &
Identity Mgt
Business
Controls
DR
HA
Admin
Monitoring
People Data
Integrator
Content
Integrator
Architectural Decisions
© 2014 IBM Corporation
Social Architectural Decisions
Access Architectural Decisions
Web
Mobile
Integration
Client
IBM Platform for Social Business
Social Networking
Social Analytics
People-Centric
Networking
Social Cooperation
Social Relationship
Analytics
Predictive
Analytics
Real-time
Collaboration and
Communications
Association
Social Content
Analytics
Sentiment
Analysis
Social User Experience
Social Content
Interactive (usergenerated) Content
Surveys & Forms
Web Content
Document co-Editing
Intranet
Internet
Enterprise
Applications
Architectural
Decision
Analytic
Engines
Architectural
Decision
ECM
Architectural
Decision
Web
Frameworks
Architectural
Decision
BPM
Architectural
Decision
Search
Architectural
Decision
Social Media
Architectural
Decision
Externet
Apps
Deployment Options Architectural Decisions
Private Cloud
Multi-tenet Cloud
On-Prem
Collaboration Architectural
Frameworks Decision
Hybrid
Foundational Services Non-Functional Requirements
Security
Access SSO
© 2014 IBM Corporation
Directory &
Identity Mgt
Business
Controls
DR
HA
Admin
Monitoring
People Data
Integrator
Content
Integrator
Social Architectural
Access Decisions
• Client Plugins
– Office and Outlook
– Notes
– OpenOffice
– Sametime
– Windows
• Mobile Access
– Native Apps
– Contextual Apps
• Expertise Locator
– Custom Experiences
© 2014 IBM Corporation
Social Architectural
Component Decisions
Business Initiative
Social Solution
Social use Cases
Social Components
Capabilities
Social Enablers
© 2014 IBM Corporation
Social Architectural
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
© 2014 IBM Corporation
Social Architectural
Deployment Decisions
•
Cloud Models
–
Take into consideration integration requirements (eg. SSO)
–
Staffing and ability to maintain
–
SmartCloud where social features change a lot
© 2014 IBM Corporation
Social Architectural
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
© 2014 IBM Corporation
multiple JVMs (lower than the total number of the Connections features) and distribute
Social Architectural
Integration Decisions
Integration
Enterprise
Applications
Analytic
Engines
Activity
Streams
OpenSocial
Process
Flows
Portal
Experiences
Portlets
APIs
Mobile
Apps and
Web
Worklight
Enterprise
Applications
Embedded
Social
Leverage
Social
Search
Federated
Search
Social
Content
Social Media
Engagement
Socialytics
ECM
Web
Frameworks
BPM
Search
Social Media
Collaboration
Frameworks
© 2014 IBM Corporation
Social Solution Guidance
© 2014 IBM Corporation
Social Solution Guidance
Non-Functional Requirements (NFR)
NFR
#
Category
Requirements (Examples)
Explanation
Priority
1
Performance
Must be able to complete two searches per second of content
across 5 main repositories
The user should not have to sit and wait for a search to return a
usable result.
H
2
Scalability
Configuration can handle up to 150K users and 5M documents
The solution must scale with increasing user load (numbers of users
on-line), number of documents/repositories, and number of page
views
M
3
Security
SSO is supported; repository access and control monitoring software
is supported.
•Users can access the system using existing enterprise SSO
solution. Infosphere Guardium database monitoring is supported.
L
4
Identity
Management
The system should support user categories and authorization of
content and community based on role in the organization
5
Availability
24/7/52 with 13 6 hour outage windows per year
© 2014 IBM Corporation
H
•System is available except when out of service for routine
maintenance. Solution is enabled with HA to address availability in
case of unplanned outage.
H
Social Solution Guidance
Security
• Authentication
• Authorization and Access Control
• SSO
– Web
– Windows
– Oauth
• User Provisioning
• User Profile Population
– TDI
– LDAP and other sources
• SSL
© 2014 IBM Corporation
Social Solution Guidance
Integration Patterns
• IBM Connections
–
–
–
–
–
–
–
ActivityStreams
Social Business Toolkit
Widgets
Web UI/Theme
Feeds (ATOM)
REST
Profiles (TDI)
© 2014 IBM Corporation
• WebSphere Portal
– Portlets
– Web UI/Theme
Integration
– WebSphere/J2EE
– Search
– Personalization Rules
– Web Content
Social Solution Guidance
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
© 2014 IBM Corporation
Social Solution Guidance
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
© 2014 IBM Corporation
REFERENCE MATERIAL
46
© 2014
2013 IBM Corporation
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.
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© 2014 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
© 2014 IBM Corporation
Reference
Architecture
Use Case
Model
© 2014 IBM Corporation
Architectural
Overview
Adoption
Guidance
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
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
Vivisimo
TBD
26, Corporation
2012
© March
2014 IBM
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.
Native Component Search
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
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
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
Navigator ECMs mobile application & framework
based on DOJO
Purpose built application for filenet
Use the Navigator Mobile app for Enterprise content management
© 2014 IBM Corporation
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
Dedicated IBM Connections Application
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
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 (microbrowser 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).
© 2014 IBM Corporation
Architecture Decision: Content Management
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.
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
FileNet comes with its own access and control mechanism
Uses the ACL from Connections Community based on the existing Connections
roles (Reader, Owner, Contributor).
Built in version control
Every member of community has read access
Ability to shield identity and specific file attributes from SEARCH function
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.
Ability to segment a document repository to specific access for given users
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
© 2014 IBM Corporation
IBM Connections has a direct integration to IBM FileNet Content Manager as an
underlying repository for Community Library services
Architecture Decision: Social Media Analytics
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.
IBM Connections – Profiling Analytics, trends and
recommendation
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-
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.
Coremetrics
Navigation analytics
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?
connections.ibm.com/wikis/home?lang=en#/wiki/W775f1e9e243b_4514_8a41_d4f9
85d45b48/page/Metrics
Connections now has some additional analytics in the form of
identifying trends and recommendations, experience
Network Analytics is an IBM Research Asset and can be delivered
to the client as part of a services engagement
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/#
ICAES
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)
© 2014 IBM Corporation
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
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
Portal Web Application Bridge
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
© 2014 IBM Corporation
Activity Streams
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)
Web Content Management (WCM)
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
Sharepoint vs Connections
Business Service
IBM
Conn 2.5
IBM
Conn 4
IBM
CCM 4.5
MS SharePoint
Foundation 2010
Social Networking
People Networks
Social Profile
File Sharing
Search
Social Analytics (recomm,
trending, etc)
Content sharing, Tagging, and
bookmarking
Staying informed with Feeds,
newsletters, etc
MS SharePoint
Std & Enterprise 2013
Mysites
Mysites
Social Communication
Contribution (blogs, wikis, etc)
Microblogs (status updates)
Following (activitystreams,
@mentions)
Discussions
Surveys and Polls
commenting
Disconnected
Mysites
Social Cooperation
Community
Personal and Ad hoc Work Mgt
Ideation
Self-provisioning
Intranet Site
Structured Web Content
Discussions
Navigation
Community
Activities
Community
Activities
Community Sites offers a
forum to connect users
Community
Activities
Community Wiki Community Wiki Community Wiki
Site WCM
Networked
Networked
Structured
Files
Files & Folders
Activities
Activities
Community
Events
Networked
Team Collaboration
Team Library
Workflow
Work/Project Management
Calendaring
© 2014 IBM Corporation
Community
Library
Documents
Activities
Community
Events
Site Library
Team Calendar
Team Calendar