The Different Faces of Siebel CRM: Building Better UIs for Browsers and Mobile Devices

Holger Herbert, Darshan Kumar

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Agenda
Drivers for UIs Siebel UI Options Siebel Open UI: Pre-built & configurable Siebel Open UI: Development

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The changing Enterprise Client Platform

Browser Market Share
Safari, 5.19% Internet Explorer 41.89%

Tablet Market Share

RIM, 5% Android, 27%

Market Drivers
Optimized user experience Deployment Characteristics Acceptance of devices and platforms

Chrome, 23.16% Firefox, 27.49%

iPad, 68%

Trends

iPad

Internet Explorer Chrome

Firefox Safari

Android RIM

Native app Experience gaining True browser apps gaining Less browser plug-ins Performance gains for JS

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Agenda
Drivers for UIs Siebel UI Options Siebel Open UI: Pre-built & configurable Siebel Open UI: Development

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Siebel Anywhere, Anytime

CRM Desktop for Outlook Manage Siebel CRM information directly from Outlook interface Connected and disconnected modes Extensible
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Connected Mobile Sales Manage Siebel CRM from iPhone, Blackberry (future Android) Connected, horizontal sales functionality Extensible
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Disconnected Mobile Sales Disconnected iPad client Manage CRM from iPad, iPhone, RIM (future Android) Fully Extensible

CRM Desktop
Mobility on/offline
Embed CRM data in desktop applications Unified calendar, tasks, and contacts Offline access to CRM data Enforce business rules for data entry Increase user adoption Minimize training costs

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Connected Mobile Solution

Native Device Support Capture Customer Interactions Access to CRM Data Custom Objects & Attributes Proximity Search of CRM Data

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Mobility
Mobility on/offline
Rich, Interactive presentations integrated with the Application Optimized for the iPad, iPhone, & Blackberry Instant-on Major Features Call Planning, Call Execution and debrief Account and Contact Management Integrated GPS, telephony

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Agenda
Drivers for UIs Siebel UI Options Siebel Open UI: Pre-built & configurable Siebel Open UI: Development

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Why Siebel Open UI?

Transforms Siebel deployments into a truly Open Platform Prebuilt: Powerful features across desktop clients and mobile devices Extensible: minimal development and full transparency. Proven business logic, with a complete product vision.
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Siebel Open UI
Browser Independence
Open next generation browser client for desktop and mobile. New Features Smart, efficient, with a modern look and feel Great User Experience on any Browser, tablet Highly optimized usability and productivity Easy to deploy and maintain. Standards Based
HTML 4.01 Standard (HTML 5 optional) CSS level 2.1 (CSS level 3.0 optional) JavaScript version 1.5

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Siebel Side by Side.

Siebel HI Client

Siebel Open UI

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User Experience & Productivity

Smart Interactive Intuitive Easy to navigate Accessible

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Modern Web Standards and Deployment

Embed parts or all of an application in portals or embed other portals Secure: Data Execution Prevention (DEP/NX) support True web based deployment Simple client side patching

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Migration to Siebel Open UI

Tools configuration remains unchanged Configured web templates stay the same Siebel Open UI is optional and can coexist with ActiveX client on same server For employee facing migrations, browser scripting will be refactored in JavaScript

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Demonstration
Siebel CRM Open User Interface

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Agenda
Drivers for UIs Siebel UI Options Siebel Open UI: Pre-built & configurable Siebel Open UI: Development

18

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Siebel Open UI: Development

Client: Open UI Rendering
Siebel Open UI Extension Siebel Open UI

Develop using skills already in your organization Alternative to web services integration
Generated HTML from Siebel Web Templates

Mash-up or External Data

Customer JS Extension

Customer CSS and JS Control Library

Siebel CSS and JS Control Library

Siebel JS Client (Siebel Metadata)

Oracle Delivered Oracle Delivered Customer Configurable Customer Developed

Server: Business Process & Data

Customer Data
Object Manager Siebel Tools Configuration SRF

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Siebel Open UI: Extensions

Client: Open UI Rendering
Siebel Open UI Extension Siebel Open UI

Mash-up or External Data

Customer JS Extension

Customer CSS and JS Control Library

Siebel CSS and JS Control Library

Generated HTML from Siebel Web Templates

Extend Open UI with browser extensions Leverage rich open source JS frameworks Integrate enterprise data and mash-ups HTML, JavaScript and CSS for transparency.

Siebel JS Client (Siebel Metadata)

Oracle Delivered Oracle Delivered Customer Configurable Customer Developed

Server: Business Process & Data

Customer Data
Object Manager Siebel Tools Configuration SRF

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Siebel Open UI Client Timeline: Preparation

Siebel 2012 Innovation Pack Siebel Fix Packs
Maintenance

Siebel Fix Pack

Maintenance

Siebel Open UI 8.1/8.2 Maintenance

Siebel Fix Packs

Maintenance

2011

2012

2013

Upgrade to latest Siebel 8.1 or above Plan on Innovation Pack 2012 deployment Review Best Practices Documentation for Open UI
Support Migration
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Why Siebel Open UI?

Transforms Siebel deployments into a truly Open Platform Prebuilt: Powerful features across desktop clients and mobile devices Extensible: minimal development and full transparency. Proven business logic, with a complete product vision.
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Q&A

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Cross Browser
Support any browser and device transparently for a modern web experience
HTML 4.01 Standard (HTML 5 optional) CSS level 2.1 (CSS level 3.0 optional) JavaScript version 1.5/JQuery

iPad

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Siebel OUI Extensions

Client: Siebel Open UI
Siebel Open UI Extension Siebel Open UI

Generated HTML from Siebel Web Templates

Mash-up or External Data

Customer JS Extension

Siebel or Customer JS Control library

Siebel or Customer CSS

Siebel JavaScript API

Extend Open UI with browser extensions on the Public JS API Leverage rich open source JavaScript frameworks and mash-ups HTML, JavaScript and CSS for easy maintenance and transparency. Intra workspace communication and DOM access/manipulation achieved via standard JS programming model

Siebel JS Client (Siebel Metadata)

Server: Business Process & Data

Customer Data
Object Manager Siebel Tools Configuration SRF

Oracle Delivered Oracle Delivered Customer Configurable Customer Developed

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Siebel OUI Native Applications

Client: Native Applications
Native Client Renderer

Mash-up or External Data

Customer Native Implementation

Build on Siebels JavaScript Public API. Skin the business logic with Java, .Net, or other native clients Integrate with mash-ups quickly Alternative to web services integration

Siebel JavaScript API Siebel JS Client (Siebel Metadata)

Server: Business Process & Data

Customer Data
Object Manager Siebel Tools Configuration SRF

Oracle Delivered Oracle Delivered Customer Configurable Customer Developed

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