Building Custom ibm Watson Workspace Templates to make you and your team more productive

Berlin, October 16-17 2018
Building Custom Watson Workspace Templates
to make you & your team more productive
Danielle Baptiste
Director, Offering Management, IBM
@social_baptiste
Stefano Pogliani
European Technical Sales, IBM
@stefanopog

Social Connections 14 Berlin, October 16-17 2018
Our goal is to be a platform for AI driven collaboration
solutions designed to accelerate critical business
processes

Watson Workspace Space Templates
https://youtu.be/-rxA53tOgWU
Built-in timeline to
keep everyone
aligned and focused
on the final
outcome
Pre-defined
apps to
facilitate the
work
Custom
properties to
organize and
categorize your
efforts

Space Template Example: fraud Resolution

(Powered by Watson Workspace)
7
Solution example available today

IBM Watson Workspace is focused on industry
and domain-specific solutions
Industries
• Banking and financial services
• Healthcare
• Insurance
• Telecommunications
Domains
• Customer service
• Human resources
• Sales
• Supply chain
Incident management is a pervasive theme
throughout the industries and domains we’re focusing
on. It is a common pattern to most use cases where a
cognitive conversational approach provides the best
possible solution to ensure successful outcomes in a
repeatable fashion.
8

Business Solution Examples
9
• Sales:
opportunity/deal room
• Customer support:
case resolution
• Marketing: resolve
social media sentiment
• Supply Chain: supply
chain incident
• Security: threat
violation
• Call center: L1, L2, L3
integration
• Insurance: regulatory
complaint
• Enterprise: reduce
email dependency
• Finance: fraud incident,
risk management
• Human resources:
employee engagement
• Industrial: safety incidents
• Consumer: new product
information
• Telecom: field service
incidents
• IT/Devops: outages,
SWATs, etc
• Procurement: minimize
duplication/redundancies
IBM Watson Workspace & Work Services / September 2017 / © 2017 IBM Corporation
“The art of the possible”

How to Identify Space Template Scenario
Identify a
repeatable work
scenario
Identify the
Actors
Identify the
Collaboration flow
and timeline
Identify the
Applications and
data

Feature overview for
Watson Workspace Templates

Creating custom experiences for teams.
Templates provide to a space:
- Apps to deploy
- People to invite
- Properties
- Status tracking
- All accessible through an API
1

1
3
Templates
meet the
repeatable
patterns of
teams.

Templates meet the repeatable patterns of teams
1
Easy to create and customise (Business Partner Opportunities)
– Low code, open APIs and tools
Leverage standalone, or part of an existing solution
– Extensible by clients.
– e.g IBM Supply Chain Insights with Resolution Rooms
Focus for increasing speed of resolution
– Bringing specialised team together for specific business problem
AI to improve business process
– Learn from the collaboration to add to recommend content & add to existing content to improve for
future cases.

Space Templates
1
Templates ...
• Are customised to given use cases
• Implement predefined workflows
• Assign incidents to business areas
• Define apps to be used
• Define settings, e.g. “allow external
participants”
With space templates, businesses can react more quickly and targeted to business challenges.
Apps ...
• Integrate with backend systems ...
• To provide relevant information
• To interact with those systems, e.g. update
status
• Can listen to conversations in the space and
offer services
Spaces ...
• Provide collaboration and
communication
• Document actions taken and
results
• Can be harvested for knowledge
and best practices

Creating templates
1

Consider a sales team, and specifically sales
opportunities.
This follows a pattern:
• A seller or team of sellers has to work with a client and get their deals to closure
• They need to manage the deal, and get pricing to work for the situation
• They need to coordinate, usually on the fly to put together an offer
• They need to manage client meetings
• Assemble materials, information, presentations
• Bring on SME’s to help with the deal
• Turn around questions, issues and obstacles quickly to keep the deal moving
• Track the state of affairs on the deal, for themselves and for their management to
keep a pulse on all the deals being worked
1

Deal Rooms
A Deal Room has a timeline, that tracks the state of the deal.
The timeline is:
Prospecting
Qualifying
Needs Analysis
Proposal
Negotiation
Won/Closed
1

Templates DNA
1
Template
Timeline
Required Apps
- Prospecting
- Qualifying
- Needs Analysis
- Proposal
- Negotiation
- Won/Closed
Salesforce Deal Maker
Sales Opportunity ID (required)
Deal Temperature [Ok, Great, at risk]
Contact count
Properties

Social Connections 14 Berlin, October 16-17 2018Group Name / DOC ID / Month XX, 2017 / © 2017 IBM Corporation
Now we map all the
details from the
previous slide to our
GraphQL API
request.

Social Connections 14 Berlin, October 16-17 2018 2

Group Name / DOC ID / Month XX, 2017 / © 2017 IBM Corporation
Updating Space
properties via API.
2
- Use the updateSpace
mutation to pass in the
propertyId and
propertyValueId
- The propertyValueId in the
input comes from the
acceptable values in template
- For text properties
propertyValueId is set to
whatever text you want to
update the value to.

Updating Space
Status via API.
2
- Use the updateSpace mutation
to update
statusValue.statusValueId.
- Similar to the properties, the
statusValueId in the input
comes from the available status
ids in template

Deleting Space Template via API.
2
- Use the deleteSpaceTemplate mutation with id of the template as input.

Sharing Space Template via API.
2
- Use the shareSpaceTemplate mutation with id of the template as input and target set to OPEN

Sharing Space Template via API.
2
- Once shared, templates can be accessed in Watson Workspace via a share URL.
- To view a shared template go to:
https://workspace.ibm.com/space/template/<templateId>
- To create a space from shared template go to:
https://workspace.ibm.com/space/create?template=<templateId>

Space Templates: Hands-on Labs Experience
http://ibm.biz/WorkspaceLab

Space Templates: NodeRed nodes
https://flows.nodered.org/node/node-red-contrib-wws

Template Features Summary
1) Create Space Template
using GraphQL
2) Create Space using a
Template from “Add Space UI”
3) Create Space from the
Shared Template URL
4) Share Template using
GraphQL & URL 5) Manage Template using
Team Admin

Template Features & Workspace Offerings
1) Create Space Template
using GraphQL
All (Preview, Essentials &
Plus Users)
2) Create Space using a
Template from “Add Space UI”
Your Templates – All Users - All Offerings
Team Templates – Plus Users Only
3) Create Space from the
Shared Template URL
All Users – All Offerings
4) Share Template using
GraphQL & URL
All Users – All Offerings
5) Manage Template using
Team Admin
Plus Team Admin

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