Crm siebel

crm2life 3,308 views 38 slides Dec 01, 2015
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siebel


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Siebel CRM Strategy & Roadmap George Jacob Sonia Wadhwa Darshan Kumar October, 2015 Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |

Safe Harbor Statement Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 3 The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Program Agenda Strategy Roadmap: Industry Applications Roadmap: Automation Agility 1 2 3 Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 4

Siebel CRM Infographic 21 years delivering the best-in-class CRM 19 Oracle Global Data Centers – Deploy OnPremise or Hosted Cloud 22 Languages in a single repository Successful Siebel CRM Customers 6000+ worldwide 6 Oracle Cloud CX Suite integrations available 21 Industry specific applications Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 5

Siebel CRM customers are working with the latest release (8.1.x/8.2.x) Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 6 89 % SIEBEL CRM SUPPORT MATRIX SIEBEL RELEASE PREMIER SUPPORT EXTENDED SUPPORT SUSTAINING SUPPORT GO FORWARD STRATEGY 6.x Jun ‘05 Dec ‘07 Indefinite Maintain 7.5.x Dec ‘08 NA NA EOL 7.7.x Sep ‘09 Sep ‘12 Indefinite Maintain 7.8.x May ‘10 May ‘13 Indefinite Maintain 8.0.x Jan ‘12 Jan ‘15 Indefinite Maintain 8.1.x Nov ‘19 Nov ‘22 Indefinite Incremental Innovation 8.2.x Nov ‘19 Nov ‘22 Indefinite Incremental Innovation

Sample Siebel CRM Success Stories for CX Siebel & Oracle Social Cloud  Siebel CRM (IP2014)  Social Customer Service  Multiple Brands  Multiple Regions Service Excellence  Siebel CRM (IP2013)  Service Cloud  Knowledge Management  Self Service Siebel & Cloud  Siebel CRM (IP2014)  Sales Cloud  Marketing Cloud Open UI Customer Portal  Siebel CRM (IP2013)  Financial Services  Open UI eEvents Portal Global Loyalty programme  Siebel CRM  Large (70m members) Loyalty programme  Oracle Cloud Hosted (Admiral Club) Siebel Communications  Largest Telco in Australia  Open UI B2B Sales platform  Sophisticated Order Capture and Bundling process Open UI  Siebel CRM (IP2014)  Financial Services  Large user base (30k) Public Sector Portal  Siebel CRM (IP2013)  Oracle Policy Automation  Partner Relationship Management Obamacare  Siebel CRM (IP2014)  Large user base (18k)  Healthcare.gov Siebel Loyalty  Siebel CRM  Large (32m members) Loyalty programme  Oracle Cloud Hosted Siebel Financial Services  Siebel CRM  Incentive Compensation Siebel Automotive  Dealer Management System  Automated Service & Logistics  1600 Dealer locations  Large user base (20k) Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 7

Sample Large Siebel Deployments 1 8 ,0 2 4 ,0 2 4 ,0 2 5 ,0 2 8 ,0 3 3 ,0 4 ,0 4 ,0 5 ,0 5 4 ,0 10,000 20,000 30,000 40,000 50,000 60,000 Use r s Public Sector Financial Services Automotive Life Sciences Telco High Tech Retail Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 8

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 9

Cloud Enabled Managed Cloud Hybrid Cloud Integrated Oracle CX Cloud solutions to augment Siebel CRM Move your deployment to the cloud on the latest versions of Oracle software Infrastructure Cloud Leverage cloud infrastructure platforms with your Siebel CRM application* * Roadmap Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 10

@ Oracle (Private Cloud) @ Partner (BPS) Siebel Customers Deploying in the Cloud Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 11

Oracle CX Portfolio The Automation Imperative WEB C ON T A CT CENTER SOCIAL M OBILE FIELD SALES FIELD SE R VICE S T O R E I O T COMMON MODERN USER INTERFACE CUSTOMER MASTER DATA AS A SERVICE STANDARDIZED API’s COLLABORATION ANALYTICS CX APPLICATIONS INDUSTRY SOLUTIONS MARKETING S A L E S CPQ COMMERCE CX FOUNDATION LAYER SERVICE SOCIAL MARKETPLACE PLATFORM AS A SERVICE SIEBEL CRM Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 12

From Here to Infinity: The Internet of Things Intelligent Devices Big and Fast Data R e s ponsi v ene s s High Frequency Analysis for instant evolution, decision making and automation of information flows Always available Local store and Local decision making True customer service differentiation enabled by easy access to applications, processes and services Data to Fuel the Services Value From Services Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 13

Siebel Strategy Simplicity with Sophistication Customer Experience Industry Innovation Business Agility Cloud Ready, IoT Services & Systems 201 1- 2016 2014 - 2018 201 6- 2022+ Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 14

Siebel CRM Roadmap – Endurance with Agility 2022+ 2015 2016 2019 Annual Innovation Packs (IPs), Monthly Patch Sets 2013 2014 CX Augmentation 2017 2018 Applications Unlimited IP2015 Simplified UI (Alta) Agile Development IP2017 Run-Time Metrics Unstructured Data Usability (Voice) IP2013 Agile Upgrades Open UI IP2014 Mobility Open UI - RWD IP2018 R ea l - Tim e Analytics IP2016 * Mobile 2.0 Application Usage Capture 2021 2020 * 0-12 months Oracle Social Cloud Oracle Sales Cloud Oracle Commerce Oracle Integration Cloud Service (ICS) Oracle Service Cloud Oracle Documents Cloud IP2019 Process Automation (Cross-Industry) Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 15 IP2020 Machine Learning (Cross-industry) IP2021 Indus t r y- sp ec ific Automation IP2022+ Indus t r y - sp ec ific Learning Advance the integration of core Oracle Cloud solutions; adoption of new Oracle Cloud disruptive technologies, simplified with Oracle (ICS)

Oracle Applications: Current Release and Roadmap Siebel CRM Customer Experience Oracle Cloud application theme for Siebel applications Disconnected mode for Sales and Service mobile applications New JQuery charting framework for Open UI Industry Innovation Life Sciences digital content delivery in disconnected mode Enhanced HTIM Partner portal with improved customer experience and persona driven UI Training Planning and Tracking solution for Clinical Trials Increased Agility Developer preview of Siebel Composer, ability to configure and deploy the Siebel application with no downtime and partial ability to configure via a web browser interface Enhancements to the patching and annual innovation pack application process, providing simplicity and saving time Embedded EDQ and Data Governance Management Reporting for improved master data management Industry Innovation Support aggregate pricing & de-bundling scenarios for Mobile Wireless Improved promotion upgrade / downgrade performance using In- Memory database Improved one-click ordering flows for Siebel Communications Financial Services Application Capture using OPA Integration Improved case management via Public Sector Self-Service / OPA Messaging Plan personalization and Call Planning completeness Self-Service scheduling for appointments Enhancements to Clinical for improved productivity/quicker end user decisions Increased Agility Siebel Open UI Desktop Integration - Attachment Editing, CTI Hoteling, Outlook Drag & Drop Siebel Application Usage Capture to detect & analyze end-user behavior Siebel Composer Developer Preview II - Parallel development using workspaces, visual editing of UI artifacts REST Interface and integration with Oracle Integration Cloud Services Customer Experience UI enhancements to support complex ordering scenarios Improved UX design and continued investment in Open UI framework delivers superior user experience for mobile applications Dynamic Bundling to simplify deals, Parallel Configuration of Customizable Products and enhanced Customer 360 Dashboard Public Sector disconnected mobile application for Case Workers Industry Innovation Enhancements to Siebel Communications to increase productivity in the Contact Center Consumer Goods disconnected mobile application for merchandising to improve sales effectiveness Financial Services disconnected mobile application integrated with OPA disconnected Increased Agility Improved security with Account – Contact authentication for Call Center and Partner applications Ongoing improvements to Siebel Composer Mode, including full WYSIWYG editing of UI artifacts and full configuration capability in the web interface Scalable SOAP Interface and integration with Oracle Integration Cloud Services Si C e ur b re e nt l R C ele R as M e – IP 2015 Q2 CY15 What’s Next 0-12 month planning cycle Customer Experience Expose Siebel Calendar as a CalDAV server Usability enhancements to Search & support for external Search Engines Superior customer experience for Mobile, including support on Windows & Android Enhanced modern customer experience for self-service customer and partner applications using Open UI Future Directions 0-24 month planning cycle Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 16

Industry Applications Innovation Energy Consumer Goods Comm’s Financial Services Chemicals Aerospace & Defense Automotive Eng. & Const. High Tech Industrial Mfg. Insurance & Health Life Sciences Logistics Media & Ent. Retail & Hospitality Oil & Gas Public Sector Travel & Transp. Utilities Wealth Mgmt. Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 17

Communi c a tions Simplified Business Processes In-memory Upgrade Promotion – Simplified click stream and improved Response time Roadmap Customer 360 E n h an c e m e n ts Guided Navigation for Quotes and Orders Partner Commerce Parallel Configuration of service bundles in a promotion Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 18

Financial Services Home view based on day’s top activities 360° Customer View with needs analysis Account Origination Rule Based Application Capture Guided walkthrough of application process Relationship Banker’s Mobile Application Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 19

Citizens Improved service delivery enabling citizens to apply for the benefits Navigate complex rules Responsive web design Government Organizations Absorb the complexity of constantly changing policy rules Reduce burden on call centers Ability to audit all decisions / advices made Application submissions with reduced errors & missing information Public Sector Integration with OPA for rule based interviews Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 20

Public Sector View and Create Visits and Activities (List & Map) Collect Victim, Witness, and Offender Details Collect Evidence – Images, Recordings, Assets Search and Update Contacts Document Cases for Court / Police Mobile Application for Case Worker Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 21

Field Sales Search and access account & contact details Create and update accounts & contacts Add contacts and colleagues to accounts View up-to-date customer profiles Customer Profile Updates Qualify and convert leads to opportunities Promote opportunities through sales stages Select products Convert opportunities to quotes, quotes to orders Track orders Closing Deals Create account and opportunity tasks Assign and follow-up on tasks with colleagues Setup appointments with colleagues and contacts Tracking Tasks to Completion Disconnected Application for Sales Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 25

Field Service View Appointments and Create Visits (List & Map) Complete flow for servicing the customer request – from request Intake to customer acceptance and signatures Integrated with Part Tracker Option to attach images / recordings to the Service Request Improved Field Service Mobile Application Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 26

Enable users to schedule appointments on their own Ability to select suitable slot Automated allotment of skilled technician Slots displayed based on availability of technicians Optimization of schedules for technicians using Siebel Scheduler Reduce workload on call centers Customer Self-Service Self Service Appointment Scheduling Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 27

Automation Agility Roadmap Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 28

Open UI browser performance improvements IP 2013 IP 2014 IP 2014.1 IP 2015 IP 2015.3 1.20% 1.90% 2.00% 58.10% 98.70% 60% of all Siebel Views response times are below 0.5 seconds in 15.3 99% of all Siebel Views response times are below 1 second in 15.3 The tests cover 950 Siebel views across all Siebel applications 99% of all Siebel Views under 1 second < 0.5 sec < 1.0 sec 95.50% 79.20% 69.00% 47.10% 27.20% IP 2013 IP 2014 IP 2014.1 IP 2015 IP 2015.3 1056 924 871 628 509 2x better response time in IP2015 patch set 3 compared to IP2013 19% improvement in IP2015 patch set 3 compared to IP2015 The Response Time (RT) gains higher with complexity Avg Response Time (ms) Avg Response Time (ms) Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 29

Analyze usage patterns and intelligently improve customer experience Leverages inbuilt Siebel modules - runtime events and workflows Fully configurable to meet customer needs APIs exposed to the scripting interface to track within customized functionality Optional: Ability to import data into reporting tool/data for visual reporting Application Usage Pattern Capture end user patterns, analyze & adapt Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 30

HI applications always render in Open UI Partner & Customer applications redesigned for Open UI Installation/configuration simplified to remove HI/SI steps Installed footprint reduced by 40% Open UI all the way IP2016 renders all features using Open UI Statement of Direction IP2016 Client Platform Support Siebel Certifications Download Oracle Support Document 1499842.1 (IP2014 Siebel Open UI Best Practices - Deployment Guide) Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 34

Search - Plug and Play framework Single field search Search results in dockable pane OSES and Find as OOTB adapters Elastic adapter as sample script to showcase plug & play capability Type ahead/Autosuggest based on indexed data Redesigned Search on Open UI Improved usability & productivity Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 40

Private & Shared workspaces for configuration changes Governance model for improved quality & better control Centrally managed for improved reliability & security – No local database Aligned with modern SDLC Foundational building block for Siebel Composer Siebel Tools with Workspaces Centrally Managed Source, Versioned & Governed Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 41

Exposes Transactional Data and Repository Metadata Tomcat inside Siebel - Proxy OM to allow Tomcat management as a Siebel Component Stateless REST sessions with (User) Connection Pooling RESTful Integration Interface A OM Integration Cloud Service Reverse Proxy A A O O M M Siebel Web Engine (Load Balanced) Siebel Composer Other REST based Clients E E A A I I O O M M ( ( S ( S O O A A P P ) ) S E O A A I P O ) M Tomcat Load Balancer (sticky sessions) P P ro ro x x y y O O M M Proxy OM f f o f o r r T T o o m m c c a a t t or Tomcat E E E A A I I O O M M AI OM ( (S (S O O A A P P ) ) R ES T ) Stateless Sessions/Connection Pooling Embedded, Siebel Managed, Standards based Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 42

Siebel Composer Runtime configuration, preview & deployment Drag and Drop UI Design Multi user role development Private and shared Workspaces for developer isolation & collaboration WYSIWYG UI Development Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 43 Visual Design Pro d uct

Key Takeaways Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 44 Oracle is Committed to Siebel and is delivering many New Product Innovations annually Siebel and CX Cloud solutions are Complementary Siebel innovation is focused on the Automation Imperative Significant enhancements in Industry Applications and Automation Agility

Siebel CRM Online oracle.com/siebel youtube.com/OracleSiebelCX @oraclecrm blogs.oracle.com/siebelopenui Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 45

Ti me Session # Des c ri p ti o n N o tes Siebel CRM Sessions M ON 14.15-15.00 GEN7023 Siebel CRM Strategy and Roadmap - Continuous Innovation and Customer Success Siebel CRM Strategy – General Session 17.15-18.00 CON7024 Using Siebel CRM and Oracle Cloud to Deliver Great Customer Experiences Siebel CRM Customer Leadership Success Panel: General Motors, American Airlines, Sberbank TUE 11.00-11.45 CON7027 Discover the latest industry solutions with Siebel Mobile Siebel CRM Mobile Strategy 12.15-13.00 CON7026 Unleashing the power of Siebel Open UI for Business Agility Siebel CRM Business Agility Innovation Strategy 14.00-15.00 Siebel CRM – Meet the Experts Demo grounds - CX Foundation 16.00-16.45 CON9637 Customer Innovation Showcase with Siebel Open UI Open UI innovations from Australia DSS, Rabobank 17.15-18.00 CON5022 Delivering exceptional CX with Siebel Open UI and Oracle Cloud solutions Open UI and Oracle Cloud (CIMA & BoxFusion) WED 12.15-13.00 CON9626 Siebel CRM for Communications – Now and into the Future Communications: Mobilink 13.45-14.30 CON9639 Public Sector Innovations Driving the Citizen Experience and Positive Social Outcomes Public Sector: City of Los Angeles (3Di), Dell Federal 15.00-15.45 CON8927 Fiat Brazil transforms customer care with Oracle CX Suite Automotive: Fiat, Tata Consulting, Volvo THU 10.45-11.00 CON9632 Modern Banking with Siebel Financial Services Financial Services: Westpac , Infosys 12.00-12.45 CON9645 New era for Siebel Life Sciences enriched with Cloud and Mobile solutions Life Sciences: Johnson & Johnson, Laerdal 13.15-14.00 CON9642 Success stories with Siebel Consumer Goods Consumer Goods: Masan (Hitachi Consulting), JTI 14.30-15.15 CON9640 Increased Agility enabled by the rapid adoption of Siebel Innovation Packs Agility & Upgrade: Insperity, Barclays (Oracle Consulting) Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 46

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 47

Siebel CRM CX strategy, solution information, feature videos etc http://www.oracle.com/us/products/applications/siebel/overview/index.html Oracle Customer and Partner Success Stories (including Siebel CRM) http://www.oracle.com/search/customers/browse?Ns=InDateMillis%7C1&Ntt=Siebel For support and training: My Oracle Support - Support Issues (Doc ID 1466493.2) – https://support.oracle.com/epmos/faces/DocumentDisplay?id=1466493.2 Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 49 Siebel CRM Resources
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