The Value of e Forms

1
The Value of e Forms

• Bikram S Bedi , Regional Sales Manager , WPLC
  Software
• ASEAN/SA
• bbedi_at_in.ibm.com

2
E Forms Why do we need them

• ROI Justifies cost of Implementation
• Optimizes Efficency define SLAs
• Data Accuracy - Ensures data is collected
  accurately once and only once - to be reused
  repeatedly

3
E Forms What do they

• Automate Forms-based Business Processes
• Collect data easily, accurately and completely,
  with
• straight through integration to one or
  more back end systems

4
The Spectrum of E-forms Usage

• Gartner Quotes
• Enterprises are seeking electronic process
  enablers, not just forms on the web
• The real value of electronic forms lies in its
  ability to reduce the bureaucracy associated with
  paper forms rather than simply replicating it
• e-forms based on XML architecture will become
  the standard for web-based form input and
  document delivery
• Through 2006, XML-enabled eForms will double in
  use as a standard enterprise document format (0.7
  probability)
• By 2009, 25 of enterprises will use XML-based
  document processes (0.6 probability)

ComplianceSecurityIntegrationRecords
Data Capture
StaticDocumentDriven
DynamicBusiness RuleDriven
Key technology drivers XML, XForms, Web
Services, digital signatures Key business
drivers compliance, productivity,
signing/approvals
5
E-Forms Provide a Profound ROI Impact
Securities Exchange Commission (SEC)
Woodmen of the World
6
Some IBM Workplace Forms Customers
Major Australian Federal Government Agency
United States Office of Government Ethics
Major Australian Banks
City of Los Angeles
State of Ohio Department of Mental Health
RCMP
7
Integration

• E-forms technology varies from simple
  (print-and-fill, Webforms) to advanced (digital
  signatures, offline storage). Advanced eForms are
  a critical component of Industry Solutions due to
  their broad applicability to a variety of
  business processes. eForms provide a common
  front-end to many different software products.

E-form
E-form
E-form
E-form
Collaboration
Portal
Integration Engine
Messaging
Content Manager
Source reference10pt Arial Regular, white
eForm Component
Text slide withhorizontal bar charts
8
E-Form Components

• Presentation Layer
• Pixel-perfect Resolution for duplicating paper
  forms

9
E-Form Components

• Presentation Layer
• Guided-interview process option (Wizard driven)

• User Interface Flexibility
• Multiple views on the same data
• Data/Rules-driven views

• Dynamic Behavior
• Declarative Rules instead of scripting
  dynamic behavior
• Enables much more complex dynamic behavior
  without deep programming

10
E-Form Components
Presentation Layer

• Business Logic
• Capture forms processes in the form
• Integrate business process workflows

• Business Rule Flexibility
• Client side or Server Side Application of
  Forms logic to fit requirements

11
E-Form Components
Presentation Layer
Business Logic

• Data Instances
• Based on W3C XForms specification
• Multiple XML payloads for integration
• Validate against external XML Schemas

12
E-Form Components
Presentation Layer
Business Logic
Data Instances

• File Attachments
• Capture complete transaction
• Supplemental or associated e-forms
• MS Office, videos, faxes, etc.

13
E-Form Components
Presentation Layer
Business Logic

• Digital Signatures
• Sign multiple, overlapping sections or complete
  form
• Use built-in signing, digital certificates or
  signing pads
• Significantly smaller file sizes compared to
  proprietary binary formats

Data Instances
File Attachments
14
What should you look for in a e forms solution

• Dynamic front end which is 100 pixel perfect
  Minimise Process Change
• Multiple overlapping signatures end to end
  enforceable record
• Minimum file size to optimise Hardware Optimum
  performance for minimum Bandwidth and Hardware.
• Compliance Security what you see is what you
  sign.no java script disclaimers etc
• Should be an Open standards based solution W3C
  based x forms
• Should Integrate into all front ends and backends
  no rip and replace costs.
• Local language support Imperative to succeed in
  India

15
Industry-based Value Propositionsw/ Case
Studies Government
IBM Internal
16
Where are the e-Forms Opportunities in Government?

17
IBMs Partial List of Existing Federal
Partnerships
- IBM Workplace Forms is now the de facto eForms
standard across US federal government for
advanced XML based business processes. 

• US Air Force 18,000 forms for 720,000 personnel
• US Army 100,000 forms for 1.4M personnel
• Joint Chiefs of Staff Joint Staff Action
  Processing System
• Grants.gov 900 grant programs across 14
  agencies, disbursing 360BUSD/yr to 180,000
  users
• SEC EDGAR qtrly and annual filings of all public
  corporations
• FTC Hart-Scott Rodino Filings (anti-trust
  filings for securities investments over 15M USD.
• US Treasury FINCEN (Financial Crimes
  Enforcement), PACS (Patriot Act Communications
  System) submissions (Required
  Terrorist and anti-money laundering filings by
  financial institutions)
• US Dept of State Defense trade control - export
  licensing
• House of Representatives All members of Congress
  using WP Forms for FOIA requests.
• A major Australian Federal Government agency in
  the Welfare space Recently purchased Workplace
  Forms and is under way developing multiple
  solutions.
• DEFRA Using WP Forms to register poultry farmers
  on-line in response to bird flu legislation.

18
Thank You!