Workplace Services Express Roadmap January 7th 2008

The Workplace strategy is evolving Lotus continues to innovate in response to changing market dynamics and growing customer needs Streamlining the portfolio Inserting Workplace capabilities in new and existing offerings Introducing new technology Increasing flexibility and choice Extending integration across the portfolio

The evolution of the Lotus product portfolio Lotus Quickr Workplace Services Express WebSphere Portal Team Spaces Document Management Instant messaging and presence awareness Application Aggregation Team Collaboration Document Management Instant messaging and presence awareness Application Aggregation Web Content Management

A major step forward from Workplace Services Express 2.6 WebSphere Portal Express 6.0. Provides application integration via latest and greatest portal release. Added features include : Underlying Portal is 2 major versions forward (from 5.1 to 6.0) Improved usability including Web 2.0 user interface Includes Web Content Management with out of the box Internet and Intranet sites More robust instant messaging and awareness (with inclusion of Lotus Sametime not Java based IM) Improved APIs and development tools including WebSphere Portlet Factory Designer Improved robustness and quality with iFixes in sync with latest portal release (eg 6.0.11…) Beta for 6.1 now available so you can work with latest portal release Failover capability available with optional purchase of Portal Express Idle Standby Server Lotus Quickr 8 Provides Team Collaboration, Document Management, Wikis and Blogs. Added features include : Improved document management and collaboration usability with new UI and connectors Improved document management with customizable metadata Improved out of the box templates and extensibility Available for J2EE and Domino deployments Free SNAPPS templates for Domino deployments

Changes to the Workplace product portfolio The following product will not be orderable after April 2008 IBM Workplace Services Express The following products were withdrawn in 2007 : IBM Workplace Collaboration Services IBM Workplace Managed Client IBM Workplace Documents IBM Workplace Team Collaboration IBM Software Solutions for On Demand Workplace CEO Bundle Lotus Workplace Messaging

Roadmap for Workplace Services Express customers Phase 2 Migration Provide entitlement to WebSphere Portal Express and Lotus Quickr IBM Workplace Services Express Announce End of Marketing for Workplace Services Express January 8th, 2008 Entitlement to WebSphere Portal Express + Lotus Quickr will be announced Phase 1 Migration – underway $0 trade up part number provided to allow WSE customers to move to Portal Express 6.0 IBM Lotus Quickr 8.0 June 29 2007 IBM WebSphere Portal Express 6.0 January 30 2007

Entitlement guidance Our primary objective is to move end users to destination products while minimizing disruption to their environment We will provide migration tools and documentation to help our customers (and business partners) make the transition and will continue to provide support for current products during the transition period Customers who are current on Software Maintenance for IBM Workplace Services Express will receive their next Software Maintenance renewal quotes for the following replacement products Customers with 20 user packs of WebSphere Portal Express will receive a 20 user pack of WebSphere Portal Express and 20 user licenses of Lotus Quickr Customers with 100 Processor Value Unit Licenses of Workplace Services Express will receive 100 Processor Value Licenses of WebSphere Portal Express and 100 Processor Value Units of Lotus Quickr Extranet Licenses

WebSphere Portal Express and Lotus Quickr Workplace Services Express Functionality Destination Product Basic Document Management Team Collaboration Lotus Quickr IBM Lotus Quickr enables collaboration by providing online team places where people can share content and collaborate to get work done faster. Instant Messaging and Presence Awareness Application Aggregation Web Content Management WebSphere Portal Express IBM WebSphere Portal Express offers application aggregation, web content management, and presence awareness in a single, easy-to-deploy solution. Together, IBM WebSphere Portal Express and IBM Lotus Quickr provide the foundation for building collaborative Portals for the small and medium business customer and departments of larger organizations.

Introducing WebSphere Portal Express Share information, collaborate and make better decisions Integrated portal, document management, web content management and collaboration capabilities Receive immediate benefit from current investment, with fast installation and pre-built example web sites which can be easily customized and deployed Organize and aggregate information and applications as well as provide teams with an easy way to coordinate and manage documents in a central location For the small and medium business, or departments of larger organizations with under 1000 users Single package with flexible pricing options

Lotus Quickr provides a universe of capabilities… Lotus Domino IBM JCR IBM FileNet * IBM CM * Other Quickr Connectors Shared Content Team Workspaces Anywhere, Anytime Workflow Wikis Team Blogs Business templates Quickr Services Quickr Content Stores Self-service, customizable team sites with an extensible infrastructure (membership mgmt, search capabilities), that support a full team lifecycle Library management, check in & out, version control, views, security, custom meta-data for a variety of business content types Templates for immediate out-of-the-box value and support of common business processes, including Innovation Place, project & meeting management A collection of reusable collaborative components (libraries, calendars, tasks, blogs, lists, Web content authoring...) to build powerful applications Offline services, extranet access, versatile portlets, to expand and facilitate collaboration Basic workflow for notification and approval * Support planned for a future release of Lotus Quickr; may require separate purchase

Migration Methodology: An Overview Gather Requirements and Constraints Check your entitlements & license restrictions Validate Skills Time/resource constraints Budget Functionality required: Team collaboration Portal capabilities Document Management Hardware requirements/constraints Decide on WebSphere Portal/Lotus Quickr mix and platform Select Required products Select Type of Migration Implement Migration Use approach/tools dependent on selected architecture Setup environment Migrate content and applications Validate Migration Entitlements & licensing Functionality Hardware Time/Resources Skills 1 Performance requirements Budget Required products: WebSphere Portal Express Lotus Quickr Hybrid: WebSphere Portal Express + Lotus Quickr 2 Type of migration: Full Quick 3 4

Where to go for more information? Workplace Services Express End of Marketing Announcement Letter Attend the Lotus TechTalk in February for technical details on Workplace Services Express to Portal Express and Lotus Quickr migration. More details on that call will be sent out in the coming weeks Workplace Services Express Sales and Marketing Kit on PartnerWorld http://publib.boulder.ibm.com/tividd/software/saleskits/A156554R88138E86/KEY_36.html

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Lotus Quickr solves key customer needs To maintain competitive position, innovate, and grow revenue, organizations require solutions to enable them to collaborate across the enterprise and beyond—to more effectively manage their information and projects Let me... Work the way I want Get control of my content and information Better collaborate with partners and customers I want to... Be more productive Work more effectively with my colleagues Stop using my inbox to dump content Reduce the duplication and inconsistencies of content Quickly set-up places to share content with anyone I want Manage projects securely Lotus Quickr lets me... Access and manage content naturally from within the applications I use everyday Collaborate anywhere and anytime Take my content and projects offline Integrate my mail client with my shared places and libraries Organize my files in a secured environment Share simply and easily Reuse and expose content across applications Add users to my spaces myself Provide tools to track and manage my team activities

WebSphere Portal Express solves key customer needs To maintain competitive position, innovate, and grow revenue, organizations require solutions to enable them to collaborate across the enterprise and beyond—to more effectively manage their information and projects Let me... Work the way I want Get control of my content and information Better collaborate with partners and customers I want to... Be more productive Keep teams and employees connected Work with familiar applications Stop using my inbox to dump content Provide a single access point to all the data my employees, customers and partners need to do their job. Provides information about your company to your customers and partners WebSphere Portal Express lets me... Use instant messaging capabilities to allow real time communication between employees Continue using familiar applications such as Lotus Notes, or Microsoft® Exchange Pre-built example web sites are supplied to accelerate deployment of portal sites Provides document management capability to enable individuals and teams to share and save documents in a central location Easily create, edit and manage web site content without needing technical skills Provide access to information and applications that personalized for each partner