EBI Suite Feature List

The EBI application suite features WANDOCs®, an enterprise-scaleable knowledge, content, and document management system (DMS), a client/case relationship management (CRM) module and an enterprise information portal (EIP). The product was developed on IBM's Lotus Domino® database platform and runs on all Lotus Domino/Notes supported server platforms, including IBM's AIX, OS/400, Linux, Unix, Sun Solaris, HP-UX and Microsoft's NT/2000/XP.

WANDOCs Key Features

Web-Enabled Out-Of-The-Box: Because the EBI Suite of applications utilizes IBM's eBusiness platform, all of the EBI applications, including WANDOCs, are accessible over the internet and/or TCP/IP connection (extent depends on security policies selected).

Intranet/Extranet Publishing Tool: WANDOCs can connect, share data and interface with any ODBC compliant application and/or database. WANDOCs’ open source code allows for customization specific to the needs of the company.

Document Storage Features:

Libraries can store documents in two locations and have a backup library for unlimited redundancy. This minimizes downtime and provides disaster recovery by keeping your documents multiple locations. This is transparent to the user. Libraries can be configured by location, department or practice area.

Documents can be any type of file format, including:
- Word Processing (Word, WordPerfect, etc.)
- Spreadsheet (Excel, Lotus 1-2-3, etc.)
- Picture or Video Clip (JPG, GIF, TIF, MPEG, RM)
- Sound Clip (AU, WAV, RA)
- Adobe PDF format
- True Email Object Storage – continue to treat as an email

Documents and their profiles are full text indexed by Domino (No other server needed) to allow users to quickly find any document or email that is stored in WANDOCs™.

Document E-mail/Fax Integration. The WANDOCs system takes you directly to your e-mail system so you can e-mail/fax the attached document(s). Emails and attachments can be easily stored in WANDOCs™ with a simple click.

Easily Compare (Redline) Documents. Simply select the document and click Compare.

Documents can be viewed by several criteria, including: By Author, By Client Matter Name, By Client Matter Number, By Document Type, By Document Number, By Date Created, By Date Last Edited, By Worklist, Reserved Documents, and Templates.

Document manipulation includes: Copy, Edit, Print, Release, Versions, View, Check-out, Check-in, and Final.

WANDOCs 3rd Party Application Support

WANDOCs support all OLE-compatible applications, including Microsoft Office Suite, Corel WordPerfect Suite, and IBM Lotus SmartSuite.

Content Management Features

Document type can be associated with a document template that, when selected, launches the document template in the appropriate application with a unique document number.

The WANDOCs system comes with “Form Fill-In”, allowing templates to utilize pop-up fill-in forms which make document assembly more efficient. When the Form Fill-In feature is utilized, tasks such as “search and replace” become as easy as changing data in the appropriate Form Fill-In field. Form Fill-In allows companies to create custom forms without having to hire or know Visual Basic Script to create Microsoft Word Forms for document assembly.

CRM and Personal Address Book integration with any Microsoft Word document. The WANDOCs system comes with Address Book Macro Integration, which allows users to utilize Address Book data in any MS Word document, including labels/envelopes, merge documents, tables, etc.

Security Protocols:

The EBI Suite is built on best-in-class security and encryption. IBM's Lotus Domino/Notes is the platform of choice of the Central Intelligence Agency, the Department of Defense and many other risk adverse industries including banking institutions and Fortune 1000 companies. EBI supports digital certificates, SSL encryption and RSA's SecurID® technology to provide the highest level of assurance that information is exchanged securely over the Internet.

Client Relationship Management (CRM) Key Features:

CRM is a sophisticated information tool that can be used to identify client needs, trends, and new business opportunities. CRM provides mailing list management, case management, service list management, and can be integrated with popular PDAs, address book applications and word processing programs.

Data that can be viewed by area of law, person to contact, e-mail address, and company name, etc. Includes data from multiple systems so information is available quickly. Data examples are client notes, documents, financial information and case management data.

Customizable to Firm’s needs
– Use for Vendor Relationships
– Use for Client Relationships
– Use for Referral Relationships

Manage Mailings/Seminars/Clients
– Create Mailing labels
– Send emails or faxes (with fax server)
– Track events and place reminders on your personal calendar

Gather information from several locations for easy access from within CRM
– Documents
– E-mails
– Financial Data
– Case Management Data

With one click, users gain access to documents, e-mail and any other file format contained in the WANDOCs knowledge system and/or access your Financial Data Warehouse. These systems are linked by the client/matter numbers.

Financial Data Warehouse – WebView

The CRM event system creates an event in the firm-wide event calendar as well as a reminder in your personal calendar.

Mailing List Label Printing Folder allows users to print mailing list labels directly into Microsoft Word.

Send Facsimiles w/Documents all from CRM. Users select one or more contact(s) in CRM then attach one or more document(s) from WANDOCs the fax is sent through the electronic fax system.

Enterprise Information Portal (EIP) Key Features:

Enterprise information portals provide a single common front-end for access to applications and resources (also known as Intranets.) The portal serves as a user-friendly menu that allows users to access any application on the firm's network or over the Web. The EBI Suite includes a customizable portal that allows system managers to rapidly deploy applications and to provide users with customized views of the company's technology resources.

The EIP system is fully customizable. Applications can be launched and data can be accessed, either internally or externally. Also allows for an employee area with access to such items as Human Resources forms, firm newsletters, emergency procedures and guidelines, electronic firm directory, etc.

Additional Benefits

Taken from the Ferris Research White Paper (October 2002) which can be found here: http://ftp.lotus.com/pub/lotusweb/product/domino/Notes_R6_20gg.pdf

Server-based knowledge, content and document management system utilizes IBM's Domino Server (see IBM's website for Domino specifications: http://www.lotus.com/products/product4.nsf/wdocs/dominohomepage). The Domino 6 server supports Windows NT/2000/XP, IBM AIX, Sun Solaris, Linux, IBM iSeries (formerly AS/400) and zSeries (formerly s/390).

Promotes server consolidation. For example, full-text indexing does not require an additional server(s). According to the 3rd party report from Ferris Research the number of required servers is reduced by 50%, administration could be reduced by 25%, or $1 per user per month.

Increase in user productivity and reduction of system administration. Companies experience a dramatic reduction of risk and exposure to harmful viruses and worms by utilizing Domino's Messaging component. Because the vast majority of viruses and worms target Microsoft products (i.e. Exchange and Outlook), companies utilizing Domino's Messaging component experience higher user productivity due to the reduction of downtime due to system outages and email-borne viruses as well as spam diversion.

Save Network Bandwidth Costs. Network compression: Before data is transmitted over the network, it is compressed. This typically reduces Notes bandwidth requirements by more than 30%. This is particularly interesting for organizations running costly international WAN connections, and mobile users replicating databases over dial-up.

Lower End-User Support Costs. Many support incidents relate to setup and configuration. Notes 6 introduces policy-based management, which allow administrators to define, organize and manage user settings from a central location. The items that can be configured include desktop settings, general preferences, security settings and archiving. The settings are stored in the Domino Directory. Policies can be changed at any time and dynamically applied to existing users.

Reduced Future Upgrade Costs. With Notes 6 and beyond, upgrade costs are reduced. Smart Upgrade allows the Notes administrator to control Notes client upgrades from a central location. The administrator can force a client upgrade, so when an end user connects to their Domino 6 server with a Notes 6 client, they are prompted to upgrade. On confirmation, the new software is automatically downloaded, installed and restarted.

Less Downtime with Preventive Server Failure Monitoring. Integrated with Notes 6 is the new IBM Tivoli Analyzer for Lotus Domino, providing server health monitoring and analysis of activity trends. The Server Health Monitor determines server health by calculating health statistics and comparing them against preset thresholds; and provides recommendations for restoring server health. Activity Trends relate to the activities of server, databases, users, and connections of users to databases. Data can be explored to see how database workload is distributed across servers. Using the data, Activity Trends provide recommendations for resource planning.

Increased Availability by Improved Fault Recovery. Fault recovery for the Windows NT/2000 version of Domino 6 has been introduced. This means the Domino server can be configured to automatically restart after a crash. Server startup time is reduced by transaction logging, which means that certain key views don’t need to be rebuilt during the startup process.

Lower Administrative Overhead with Platform Integration. Organizations that use Microsoft’s Active Directory can now synchronize it with the Domino Directory. Users can be created, renamed, removed and passwords can be managed in Active Directory and the changes will be propagated to the Domino Directory.

Mobility. Multiple users on the same machine. Roaming allows users to access their Notes environment from any machine.