bp302 final

© 2013 IBM Corporation

BP302 Social Communications: A Roadmap for Connecting Sametime with Everything

James Burnham | Social Business Architect | Meridian IT, Inc. Peter Lurie | Manager Global UC Architects | Polycom, Inc. David Price | Social Business Practice Manager and IBM ICS Champion | Meridian IT, Inc.

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Legal disclaimer

© IBM Corporation 2013. All Rights Reserved.

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Abstract

Social Business, Mobile or Social Communications: what path should you take? Does Connections need Sametime or does it stand alone?

What are the most critical decisions an organizations makes to unify existing audio conferencing, video conferencing, and phone systems? In this session we will offer a roadmap to Unified Communications that marks the critical “forks in the road” on the journey to UC and illustrate experiences from actual implementations. We’ll cover UC platforms (Sametime, Lync, Jabber), video (Cisco, Polycom, Avaya), telephony (Cisco, Avaya, ShoreTel or legacy), firewalls, mobility, and call control/dial plans. The session will wrap-up with a live demo featuring full integration of Sametime, Connections, and Polycom video.

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Your speakers

James Burnham .is a Social Business Solution Architect with Meridian IT. James’ current focus is helping companies realize improved results by extending social and collaborative platforms deeply into existing business processes. James draws on twenty years of experience in a variety of roles including internal IT for a global manufacturer, sales engineering and strategic alliance management with a global systems integrator, and sales engineering and partner management with software OEMs in analytics and marketing automation. James began working IBM ICS space with Notes R3 and deployed one of the first global scale Domino collaboration. His current engagements with clients include business analysis for social business deployments, and social business architecture, and unified communications.

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Your speakers

Peter Lurie - My specialty is focusing medium to large organizations on the key things they need to improve communication and collaboration. This includes not just unifying their collaboration, but also the plans, policies and procedures to make it effective. I focus on ease of use, driving adoption, and showing measurable business results. I've been working almost exclusively with IBM, IBM's partners and IBM's customers for the last 5 years, and have 12+ years collaborating around the globe with customers, partners and prospects.

Currently I'm the manager of the Global UC Architect team at Polycom. Previously, I was an IT professional at a large financial services firm.

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Your speakers

David Price has been working with ICS products since release 3.3. As an employee of an international bank, he built a 93,000 Notes and Domino enterprise and at one point had the largest Domino deployment on IBM Power I outside of IBM itself. A speaker at IBM and non-IBM conferences as well as Red Book author, he helps companies select and deploy collaboration solutions. His focus is to deliver Social Communications integrated with voice and video. Working with products from Avaya, Cisco, Polycom, Tandberg and ShoreTel. He advises companies to understand what their Social Communications environment can be and which capabilities should come from ICS and which from voice and video providers.

David is also an IBM ICS Champion for 2013.

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Meridian IT at a glance

Meridian IT Inc.

– International System Integration with focus on hardware, networking and IBM software

– Experience and expertise with multiple systems (Cisco, Avaya, Nortel and ShoreTel) along with telephony infrastructure (dial plans, SIP trunking, routing, etc.) and video (Tandberg, Polycom and Radvision)

– Authorized to sell and implement IBM Sametime Unified Telephony® as well as all versions of IBM Sametime®.

– Public and private cloud offerings including platform as a service (PAAS).

– IBM Flex System™ certified as part of our broad IBM hardware experience.

– IBM PureApp™ certification in process

Meridian Group companies hold Cisco Gold, Avaya Platinum, Tandberg, Polycom and Shoretel certifications

Polycom at a Glance

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Industry Momentum

100% of the Fortune 100

93% of the Fortune Global 100

95% of the Fortune 500

Customer Momentum

415,000+ customers

7000 Partners

Strategic Alliances with

Strategic Partnerships

Financial Strength

$1.5B Revenue, 23% Y/Y Growth, 2011 58Qs Positive Cash Flow

$615M in cash and investments

Polycom Named #1 Video Conferencing

Leader in new Forrester Wave Report

based upon “Strategy” and “Offerings”

Gained 8% market share in 1H 2012

Disclaimer to the disclaimer

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As always, IBM Lotusphere® /IBM Connect2013® has a number of announcements

This year there are many in the Social Communications space

This deck is (will be?) available before the start of the conference

We created the presentation with public information

– Information from other sessions should only make the topics and themes more relevant.

– Where we know or expect announcements, there will be a note on the slide and we will speak to what was announced as of Wednesday

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House Keeping

Please fill out the evaluations

Put phones on silent or vibrate

Don't block the aisles with power cord

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Agenda

What does connecting Sametime to Everything Mean?

Social Communications Roadmap

Forks in the Social Communications roadmap

IBM Sametime® and IBM Connections® and Polycom Real Presence ® Social Communications demo

Questions and hopefully Answers

Other key sessions from IBM Connect2013

Connecting Sametime to everything

Connecting any person on any device, in any application, on any

webpage, to another person, anywhere, on

any device.

Scope: presence, chat, web conferencing, voice,

and video

Voice: enabling Sametime with VOIP, PSTN; dial plans for reaching people or

devices

Video: connecting Sametime with bridges, room based, desktop,

tele-presence, and mobile

Applications*: enabling Sametime with-in

applications, webpages, portals, mobile devices

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Any person, any device, anywhere

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Presence, Chat, Telephony Awareness

Add Chat, Presence, Telephony Awareness to

Applications & Devices

Connect to Voice & Video Networks,

Audio & Video Conferencing

Understanding Click to Call/Click to Conference

Sametime Standard in a VoIP installation

• Presence/telephony awareness ONLY. In this scenario, Sametime Standard does NOT function as a the soft phone*

• Sametime Connect instructs the telephony system to call my registered device (VoIP softphone, mobile phone, desk phone) and then call the other parties.

• For laptop users, the registered device will either be a telephony UC client on the laptop or a cell phone

This can result in:

• Multiple UC clients on the desktop

• Additional client if video client is different

• Redundant address books that do not synchronize

• Redundant presence indicators

• Potentially confusion for the end user

• Potential for redundant licensing and maintenance

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* This is the key factor for many customers in choosing between

SUT/Sametime SIP and Sametime Standard

Integrate vs. interoperate

• Telephony or video controls are part of Sametime.

• When possible, find vendors with TCSPI adapters

• Find third party firms who have written their TCSPI adapter

TCSPI = integration

• Integration only (typically).

• Many solutions call for SUT Lite with TCSPI

Interoperate = SUT Lite

• Challenge with Sametime to date has been lack

• Review announcements from this week

• iLink provides both Tandberg TCSPI as well as PSTN integration into Sametime Standard. (http://ilink.de/en/products/index.html)

PSTN integration

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http://ilink.de/en/products/index.html

Voice Bridge

Video Bridge

IP PBX TDM PBX

PSTN

Media Manager

Community Server

Meeting Server

TCSPI Dual Adapter(s)

VP (Virtual Places)

SIP

Sametime Component

Partner Controlled

Partner Component

via TCSPI

HTTP

3rd party SIP

infrastructure

External chat

communities

via SUT Lite Gateway Server

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Making Social Business Visual

IBM Sametime

Audio/Video Integration

RealPresence

Immersive

RealPresence

Room

RealPresence

Desktop IBM Sametime Server

CMA

Device Management

RMX Conference Platform

DMA 7000

SIP Trunk via SUT Lite

(IBM option)

Polycom RealPresence Solution IBM Social Business Solution

SIP audio and video SIP audio and video

H.323, SIP, PSTN, ISDN

audio and video

Polycom Conferencing

Add-In for IBM Sametime

Lotus Notes

Calendar Integration

IBM Connections

Integration RealPresence

Mobile

Resource Manager

PRMM

Recording and playback

Polycom

RealPresence

Media Utility for

IBM Sametime

Video Integration

(Polycom Add-in)

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1

3

4

5 Video Publishing

(Polycom App)

Scheduling Integration

(Polycom API)

Calendar Integration

(IBM Integration)

IBM Domino Server

Audio device

(cellphone,

conference

phone, etc.)

Sametime TCSPI options

TCSPI

• Avaya – Radvision*

• Avaya telephony

• iLink**

• Polycom

• Shoretel

SUT Lite

• Avaya –Radvision*

• Cisco – Tandberg***

• Polycom

• Logitech - LifeSize ****

• * Radvision functionality prior to acquisition.

• ** Developed TCSPI for Tandberg

• *** Interoperability via Cisco VCS gateway.

• **** No interoperability testing completed. SIP is a standard but not as mature as TCP/IP or SMTP

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Agenda







Social Communications Roadmap: A Way to Navigate Convergence of Content & Communications

Social Business + Communication Tools: “Social Business – Connected”

• Five years ago the focus was on web conferencing and IM.

• Convergence of communications (Sametime) & content (Connections)

Connections and Sametime Are Getting Closer

• Today: two development teams, Two product managers, etc.

• Separate purchases, standalone deployments

• But integration points exist and are becoming stronger

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?

Social Communications enablers

Mobile Device Proliferation

64M Tablets Today

320M Tablets by 2015

Network Readiness

3G

Cloud Delivery

$41B Today

$241B By 2020

Social Connectedness

800M Users on Facebook

140M On video

chat by 2015

Generation Raised on Video

3B Videos

viewed daily on YouTube

66% Mobile

Traffic 2015

WiFi

4G

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Social Business and Social Communications changes the internal IT landscape

• Individual tools don’t work

• Video conferencing with a non-integrated audio bridge creates latency between audio and video, very distracting for viewers

Knocking Down Silos

• Wrong turns can lead to multiple:

• clients (chat, presence, telephony, video)

• dial plans

• collaboration platforms

• audio channels and audio bridges

Be careful of forks in the road

• Want to own Social Business road map

• As we discuss later, make sure you are evaluating the right features

Voice & Video

Vendors

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Social Communications Roadmap Best Practices

You’re on a journey: social business and communications is inevitable and unavoidable.

• Social Communications is a business project to make social networks more effective – so focus on the people and the business goal.

Strong executive sponsorship

• You're wrestling with gorillas. Breaking down silos engages lots of stakeholders-every employee, customer, vendor; your voice, video, network, collaboration teams.

Align executive sponsorship to a compelling vision

• Why are we doing this? What will it look like when we're finished? How (who!) will we use it? What will we do differently?

Successful journeys start with the End in Mind!

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Social Communications Roadmap Best Practices

Should you trust your telephone or mobile device vendors Social Communications roadmap?

• Phone != Social communications

Conference room video units != Social Communications

• Video MCUs, video borders and other infrastructure do need to play a part in Social Communications evaluations.

That thinking is as logical as ‘I own a Volvo therefore I must

marry a Swede’. (Not that there’s anything wrong

with Swedes…or Volvos).

Process to evaluate and deploy a Social Communications Solution

Use Cases

(requirements) Architecture Products Implementation

Process is not new, unique or terribly original but you will hear us repeat it over and over again

May times customers or IBMers will call us because they jumped right to products and want assistance in comparing features.

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Building Your Roadmap

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Know your Terrain &

Geography

Know where you want to go

(vision)

Know where you are

(assessment)

Terrain: Pervasive, Continuous, Fluid

BYOD is new reality.

• Extremely rapid discard rates

• Very fast adoption especially with mobility

• Your Success (survival, relevance) demands solutions that anticipate changes

Business will not wait for IT

• IT must embrace the speed of business

• Fail Fast, Succeed Fast

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Vision: Know Where you Want to Go

Improving collaboration will

– Make our sales persons 1% more effective resulting in $x increase in revenue

– Reduce process time by x days resulting in reduced cash to close with a value of $.

Improving collaboration will

– Support the expansion of our sales offices.

– Allow us to recruit the best talent regardless of geography.

– Tie together our US and European operations under a new management structure.

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Assessment: Where are you today?

Telephony infrastructure: VoIP or legacy TDM?

Enterprise applications that would benefit from Social Communications? CRM, ERP, customer extranet, chat on public web site for pre-sales questions.

We are an organization that is built around our ERP system. Majority of employees are not mobile and mobility is less critical.

We are an organization organized around the sales process. Our employees are highly mobile and need their mobile devices to function as an extension of the desk phones.

These two companies have very different assessments and different needs.

Legacy systems will often require SIP/TDM gateways.

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Agenda







Roadmap to Social Business

There are clear “forks in the road” on the journey to Social Communications. Pick the wrong path and it will take time and money to change

Fork A - Social Business focused

Fork B – Device focused

Fork C – Application focused

Fork D – Let’s describe it when we get there.

Yes you can end up with a Runcible spoon solution; a Runcible spoon is more commonly known as a spork.

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In this process we are often asked about non-IBM solutions

• We go back to: Use cases → Architecture → Products → Implementation

• We have found Microsoft Outlook customers where Sametime and Connections are the best solutions. It all depends on use cases.

Microsoft Lync ® and/or Microsoft Yammer®, Cisco

Jabber™ or IBM products

• Often when multiple legacy TDM systems are involved, SUT is the best option; or

• Spork: Sametime integrated with telephony vendor’s TCSPI plus Connections; or

• No telephony integration until TDM PBX is replaced with SIP PBX

Sametime + telephony vs. SUT

Lite vs. SUT.

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Company A Chose Social Business Fork

Background Healthcare, Microsoft email and productivity tools.

1,500 employees.

Driver Collaborate across geographically separate groups;

find experts quickly. Organization is fairly flat and lean.

Assessment Strong need to align project teams; flat & lean organization; mix of IBM, Oracle, Microsoft.

Decision Full IBM Social Business+Social Communications; replaced OCS and SharePoint; extending Social

Business outside the firewall.

Lesson Use cases and following the analysis made the

decision possible.

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Company B Chose Device Fork

Background Transportation firm. IBM Notes® and IBM Domino® deployed enterprise wide. 3,000

users, large call center operation

Driver External meeting costs, improved collaboration,

telephony UC.

Decision Collaboration without Unified Telephony.

Deployed telephony UC solution understanding the overlapping tools on the desktop.

Lesson The organization focused more on device, less

on the application.

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Company C Chose Application Fork

Background Manufacturing. IBM Notes/Domino deployed enterprise wide. Approximately 1,500 users.

Driver Technology refresh of multiple outdated telephony

installations. Spent over a year comparing telephony/UC/Social Business vendors.

Decision In the end, decided the business need was application focused, not device focused.

Lessons

(1) Start with business goals in mind, engage the business; (2) device based use cases favor Avaya or

Cisco; (3) application centric use cases favor IBM Social Communications

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Company D Chose, actually I’m not sure what the heck they did

Background

Big Box retailer with many locations including international. Deployed IBM Websphere Portal Server and associated portal products. Tens of thousands of users. IBM Notes/Domino deployed enterprise wide.

Driver Integrate the stores with each other and corporate.

Critical factor was surfacing UC in their portal as well as Notes.

Decision Selected vendor whose products a) don’t integrate with Websphere Portal Server or b) IBM Notes

Lesson Some people will believe the line, ‘that feature is in the next release’ more then they will their eyes.

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Critical Question: Connections--Standalone or with Sametime?

• Presence in Connection

• Connection features in ST Business Card

• Add chat to community or activity

Today, good integration

• drive even better integration.

• Ability to take artifacts from a Sametime Meeting and save into Connections.

• Extend Sametime Connect integration into Connections

Announcements I expect this

week

• not only should Sametime and Connections be integrated but why aren’t you doing so today. The answer is

• is that in the future, a new Social Business product will include additional services including ECM and what we consider UC today.

Personal viewpoint

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Agenda







What you will see

• Typical Connections Interface

• Sametime tags

• See what tags connect to

• See what tags do

• Sametime client / HTTP session

• See us converse and share

• See us find and bring in expert

• See us go to voice call

• See us escalate to video call

• Create a meeting w/voice & video

Live demo – Connections 4.0 and Sametime 8.5.2 IFR1

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What you Saw and Why you Care

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Lotus User Group Webinars sponsored by Meridian and Plantronics

LUG -> SocialBiz User Group

http://www.socialbizug.org/communities/service/html/communityview?communityUuid=21781f72-8a28-438e-ac4d-f2a44f7aaa5e

Social Business @ IBM Connect 2013 — Preview what's around the corner for Sametime Video and Mobility

Seeing is Believing — Video Options for Sametime

IBM Sametime Unified Telephony Lite: Communicating with Devices

Your Social Business advantage: using IBM Sametime to integrate telephony, audio and video; tying people and customers together in powerful ways

Don't Get Stopped By a Wall, A Firewall That Is — Using the Sametime 8.5.2 TURN Server

It's Video-riffic: What's Coming next for Sametime 41











Sametime Enhancement from Plantronics

Successfully voice or video projects require endpoints.

Best Practice is to partner with people who know what they are doing.

– Meridian partners with Plantronics for this reason

UC Adoption toolkit – guides, configuration video and bag full of tips to ease the deployment of endpoints

Productivity - status updated when you are using your headset on a Sametime / Mobile / Desk phone call via Spokes software for Sametime.

Mobility - Spokes gives you the ability to roam around the office with your headset and still remain connected to the Sametime call control and toggle between calls. 350 feet if DECT SAVI headset and 33 Feet if Bluetooth away from desktop .

Spokes software for Sametime - Can be deployed by IT and updated the same way.

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Agenda







Q&A

James Burnham ([email protected])

David Price ([email protected])

Peter Lurie ([email protected])

Find us on Greenhouse on Sametime via our email addresses

If you are not on Greenhouse, register via this link:

https://greenhouse.lotus.com/gh_next/lotusgreenhouserequests.nsf/MainDocumentSelf?openForm

Don’t miss Ask the Product Managers and GURUpalooza on Thursday!

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mailto:[email protected]






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Agenda







Sunday

• JMP201 IBM Connections 4.0 Administration Introduction Jumpstart F Yasin, L Chaney

• SHOW 401 - Demystifying Your IBM Sametime Deployment with the Configuration Validator J Miller

• JMP204 IBM Sametime 8.5.3 Architecture and Deployment Workshop W Morgam

• JMP206 IBM Sametime Unified Telephony QuickStart Deployment C Price

• JMP203 Deep Dive: What's New in IBM Connections 4.0 Administration and Configuration L Zhang, M Estrada

• JMP205 From Zero to Mobile Hero: IBM Sametime 8.5.2 Mobile Access Server install F Altenburg, V Juergensen

Monday

• SW102 Social Analytics: Key to a Competitive Social Enterprise M. Heid

• INV103 Social Communications Strategy and the IBM Sametime Roadmap – J. DelPizzo

• BOF101 Using the Power of Video to make Social Business Visual P. Lurie

Other key Sessions

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Tuesday

• ID401 What's Next in IBM Sametime M Machado

• INV302 - Face It, We Need to Talk! Rich Media in IBM Sametime - J Reed

• INV104 - IBM Enterprise Mobile Strategy and Platform - D Marshak, D Del Rosso

• CUST101 Continental: Unleashing a Smarter Workforce with IBM Sametime for Social - E Jakobi, V Juergensen

• INV204 - "Pardon the Interruption": Social Business Hot Topics - L Richardson, L Rodriguez, L Benitez

• ID402 IBM Sametime Mobile Instant Messaging and Meetings S Babin, R Fahey, D Langley

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Wednesday

• Show 400 - If it Fits, it Ships! Getting the Most out of Your IBM Sametime Client Install N Pittman, C Markos

• ID407 Seeing is Believing: Advanced Video Technology for IBM Sametime P Galvin, B Srivastava

• SPOT107 Governance, Compliance & eDiscovery for IBM Connections, Sametime and Facebook C Shields

• ID404 Best Practices for IBM Sametime Meetings Deployment End-to-End B Gold

• ID307 Make Your Microsoft Stack Social with IBM Connections S Foley, B Slavens

• ID306 IBM Connections Mobile Server Administration and Security R Godwin, D Kennedy

• ID405 Taking IBM Sametime to the Edge: Deploying a Collaborative Extranet T Payne

• Show 300 - IBM Connections 4 101: Installing and Deploying IBM Connections and Cognos C Price

• ID403 IBM Sametime System Console: One-Stop Sametime Administration F Altenburg, V Jeurgensen

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Thursday

• ID406 Best Practices in Voice and Video Deployment U Segev

• AD109 Using the IBM Sametime Proxy SDK: Websphere Portal, IBM Connections - and Beyond W Homes, C Tyler

• GURUpalooza!

• Ask the Product Managers

• CGS - Lotusphere Closing General Session

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Backup

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Protocols

NRPC: Notes Remote Procedure CallLDAP: Lightweight Directory Application ProtocolVP: Virtual Places Protocol (IBM Proprietary)

Sametime Media

Manager

Microsoft Active Directory

SIP

LDAP

NRPC

IBM Tivoli Directory Integrator

Polycom

DMA7000

IBM Lotus Notes Client with IBM Sametime

NRPC

IBM Lotus Domino Server

VP

VP

HTTP/S

IBM Sametime Connect Client or

Meeting Client

IBM Sametime Conference Manager

IBM Sametime Community Server

TCSPI

VP

HTTP/S

IBM Sametime Meeting Server

Polycom Endpoints

CMA Client

HDX Series

OTX/RPX

Polycom RPM Client

SIPPolycom RMX Series

H.323

IBM SametimeProxy/Registrar

SIP

VP

PSTN Network

ISDN/PSTN

For reference only

IBM Solution Diagram-DMA Adapter

RMX

XML API

DMA XML API