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e-Up becomes Oracle Gold Level Partner

Press release: e-Up Unified Perspective, global leader in the field of #visuanalysis, today announced that it has achieved Gold Partner status in the Oracle Partner Network (OPN). We are looking forward to a closer collaboration with Oracle and its great Siebel team towards new areas of innovation.

To celebrate the news, Manuel Breschi, ceo @ e-Up announced: "We are very excited to deepen our collaboration with Oracle and the Oracle Partner Network with the gold membership. e-Up is committed to introduce again very exciting innovations to its flagship product, e-Tools, that will go along the new Oracle commitment to Siebel and extend it towards other Oracle solutions. To celebrate this event, we have made available further space on our cloud to allow for free trials for selected companies."

In order to be considered for a free trial, contact e-Up on www.e-up.pro

Stay tuned for more innovation in the Siebel ecosystem!

Created on 2015-04-23 18:24:17

Siebel BA’s workload and how to improve it - Second extract of study results

In July 2014, we launched a survey aimed at shedding some light on Siebel professional practices. 72 professionals have answered the research questions. If you would like to contribute you can do it here.

This is the second extract of survey results, the first data analysis report is available here.

The second part of the research focused on the tasks of Siebel implementation team members and their workload. Starting from domain literature and experts’ input, we extracted the most common tasks for each role on the project. In the survey, we asked the participants to asses how much time they spend on each of these tasks in percentages. The overall project time is 100%, while each task is assigned a percentage value depending on the participant’s experience. The data and graphs below are based on the average calculated from the participant’s answers.

Let’s have a look a the results for Business Analysts (BA) and analyze them (other roles will be covered in following posts).

The BAs participating in our survey spend most of their working time (in Siebel projects) eliciting requirements (18% of time); gathering requirements and modelling requirements are also important (each 16%). Interacting with technical team members occupies 14% of the time while interacting with the business side 9%. Understanding the already available functionality (the underlying system) use up to 12% of BA’s working time. Documenting requirements, after they have been gathered and modelled, takes 8% of their time.

Siebel Business Analyst job role tasks

Up to now, there has been little (none?) support for Siebel BAs in terms of ad-hoc tools. With the advent of e-Tools, things are changing: the BA workload can be reduced up to 54%.

Here is how:

- Support requirements elicitation - This is the most time consuming task and one that always got very little support. e-Tools facilitates interaction with end-users: Siebel UI navigation combined with #visuanalisys and automated modeling is the perfect companion for a BA to interact with business users.

- Gather and model requirements - e-Tools supports requirements definition and modelling: visual diagrams are, in fact, the best way to understand and share requirements. Moreover, e-Tools allows you to attach any previous documentation and additional materials directly to the model objects.

- Automated system analysis - You just need access to the Siebel application and you can get an automatic #visuanalysis of all existing functionality and customizations. This facilitates BA’s understanding of the application structure and behaviour.

- Facilitate communication with technical team and business users -Tools allows project stakeholders to use the same language via a visual approach. 100% of BAs participating in the survey consider visual representations useful in interacting with the business side as well as with the development team. e-Tools employs a visual approach for requirements reducing misunderstanding among all stakeholders from final users to developers, testers, architects and support.

- Automate documentation - quick 8% gain! Using e-Tools, once the requirements are modelled they can be automatically documented in html, ready to be shared.

We have asked Siebel experts to estimate the impact of using e-Tools on the workload of BAs. What can be noticed right away is that documentation workload is nulled, while understanding the application and the requirements handling process are significantly impacted:

- eliciting requirements’ workload is reduced by 7.2%: down to 10.8% from an initial 18%;

- application analysis goes down from 12% to 4.8%, a 7.2% reduction;

- requirements gathering and modelling down to 9.6% and 8% respectively (from 16%, which totals a 14.4% gain).

Another area that benefits from using e-Tools is the interaction and communication with the technical team. In this case, the workload is cut by 8.4%, thus reduced from 14% down to 5.6%. The graph below describes the overall impact of using e-Tools for a BA working on a Siebel project.

In the next post, we will cover the Developer workload research results, stay tuned.

Created on 2015-04-03 18:12:09

Siebel HI and IE - 2 relics of the past?

Microsoft is moving away from Internet Explorer and focusing on Spartan, its new browser, based on a new rendering engine, dubbed 'Edge', to replace the "old" Trident-based Internet Explorer 11.

Although IE will still be available in Windows 10, it is no longer going to be Microsoft primary browser. While these changes are imminent, enterprise users will still be working with IE for a while.

Siebel customers are no exception (until they move to Open UI) and they know it very well, I would add.

As you might already be aware from some articles around, for those of you that are stuck with old technology that is not HTML 5 or CSS3 compatible, Microsoft has made available the Enterprise Mode feature in their Internet Explorer 11.

As the name suggests, this feature is for enterprises (no wonder you need Professional versions of Windows to get that). Specifically, Microsoft offers an IE8 friendly experience on IE11 for “old” applications, overcoming compatibility issues (with Entrepresie Mode on, IE11 replicates the Internet Explorer 8 user agent string - for Active X it imitates IE8 responses - it allows CSS defined buttons and other items to be displayed, etc.)

The drawback? You need administrative rights and have to follow a tedious process to customize your environment with the risk that this might not work well for your application.

If you want to try out how this works and assess if this can be a solution for your current Siebel HI case, but don’t want to invest too much effort, we have a solution:

e-Up is making available a free IE browser that can be used for testing your Siebel HI in an IE11 environment. The solution works on both Windows 7 and Windows 8. The browser will come with a limited time period that should be enough for you to test your Siebel application - if you need some extra time, just let us know. This is a completely free service that we are offering to any Siebel customer/user, because we believe that the Siebel ecosystem lacks very much of this kind of initiatives that instead are available for other software, first of all cloud-based ones.

Other good news is that no admin rights are necessary: neither for installing it nor for making the Enterprise Mode available. You won't need to change anything on your machine: no registry setting, no Group Policy access, no Administration work and above all no need for any pre-configured XML file containing the list of the websites for which you want IE11 to run in Enterprise Mode.

Internet Explorer 11

All you have to do is just log in with your linkedin accout to www.e-up.pro, navigate to the Public Marketplace page and download the application. Launch the browser, navigate to your Siebel application, check the Enterprise Mode option and test away!

If you want to share your experience with Siebel and IE11 in Enterprise Mode, we and the entire Siebel community would love to hear your experience. You can do so by posting on our community blog: in fact, entering our website with your LinkedIn credentials will also allow you to publish articles on the Blog. It's time everyone can easily contribute to the Siebel ecosystem in her own way.

Please read the disclaimer at the end.

We @e-Up are here to help Siebel grow - the right way.

Follow Up on linkedin and twitter for more support and news.

Disclaimer: This article makes no statement whatsoever about Oracle policies, compatibilities and / or developments. Please always contact Oracle

Created on 2015-03-30 18:00:15

Welcome Yahoo!

Yahoo has moved their European headquorters to Dublin's Point Village, becoming our next door neighbours.

A warm welcome from the e-Up Team!

Yahoo at Point Village

Yahoo at Point Village, Dublin - e-Up neighbours

Created on 2015-03-25 17:53:10

e-Up @ Innovation Showcase 2014

e-Up @ Innovation Showcase 2014 in Dublin Convention Centre

Created on 2014-12-05 17:49:44

e-Up @ Enterprise Ireland - Trade mission

e-Up, as Enterprise Ireland client, took part at the Trade Mission event in Cork and Galway: great events, looking forward to next ones!

In the picture from left to right: Minister Richard Bruton (Minister for Jobs, Enterprise and Innovation), Julie Sinnamon (Enterprise Ireland CEO), Paul Duffy (External Supply OP Leader, Pfizer) and Ioana Codoban @ e-Up

Created on 2014-11-29 17:41:57

Siebel survey results - first part

 

This summer we started a survey to better understand the current status of Siebel projects. Part of the results are presented in this article, with more information to come in future posts. It will be interesting to take the pulse of the situation after the release of IP2014 and all related new developments.

From July to now, a total of 59 participants answered the survey questions. The survey is still open if you would like to contribute.

All of the participants consider that a visual approach would be beneficial to the project.


Siebel Version

The majority of persons participating in the survey are working on Siebel version 8.1 or higher.

Many of these applications are heavily customized.


Siebel customization

Customization level was evaluated based on the following categories:

A heavy customized application using standard customization and scripting 1

A medium to heavy customization of the out of the box application, using standard customization (no scripting) 2

A slightly customized version of Vanilla (out of the box), using standard customization (no scripting) 3

Vanilla or very close to Vanilla (out of the box functionality) 4

 

There are still projects where documentation is not required (despite software development methodologies insisting on it).


Siebel documentation

Waterfall is still the main methodology used on Siebel projects, with Scrum/Agile expanding.


Siebel implementation methodology

Current project phase varies, with most projects being in Development (14) or Various / Ongoing streams (16) phases.


Siebel implementation methodology

Stay tuned for more results in future posts. Let us know your opinion: participate in the survey here.

Created on 2014-11-17 17:28:00

e-Up @ Oracle Open Day Dublin 2014

Oracle Open Day 2014

The 12th of November, e-Up joined other Oracle partners and customers at Croke Park for Oracle Open Day Dublin.

Created on 2014-11-14 17:13:27

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No Resale. Customer shall not resell the Services to a third party nor enter into any similar relationship with a third party to enable the purchase or use of the Services or Licensed Materials through Customer. For purposes of the foregoing, end users accessing the Customer web site are not considered to be using the Services. When using the Services, Customer shall comply with e-Up's then-current Acceptable Use Policy as published at the e-Up.pro web site.

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Account Registration and Security. You understand that you may need to create an account to have access various e-Up products and services. You will: (a) provide true, accurate, current and complete information about yourself and your business as prompted by the registration form (such information being the "Registration Data") and (b) maintain and promptly update the Registration Data to keep it true, accurate, current and complete. If you provide any information that is untrue, inaccurate, not current or incomplete, or e-Up has reasonable grounds to suspect that such information is untrue, inaccurate, not current or incomplete, e-Up has the right to suspend or terminate your account and refuse any and all current or future use of the e-Up product or service (or any portion thereof). You are entirely responsible for the security and confidentiality of your password and account. Furthermore, you are entirely responsible for any and all activities that occur under your account. You agree to immediately notify us of any unauthorized use of your account or any other breach of security of which you become aware. You are responsible for taking precautions and providing security measures best suited for your situation and intended use of the products or services. We have the right to provide user billing, account, content or use records, and related information under certain circumstances (such as in response to legal responsibility, lawful process, orders, subpoenas, or warrants, or to protect our rights, customers or business). Please note that anyone able to provide your personally identifiable information will be able access your account so you should take reasonable steps to protect this information.

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Your Responsibilities. You represent and warrant that you own or have the necessary licenses, rights, consents and permissions to use your Oracle Siebel application and the relevant data. You agree that any usage of e-Up software or services shall not be used to infringe on Oracle or other third parties copyright or intellectual property. You acknowledge and agree that you should not rely on the e-Up Products, Content, Files and Services for any reason. You further acknowledge and agree that you are solely responsible for maintaining and protecting all data and information that is stored, retrieved or otherwise processed by the e-Up Products, Content, Files or Services. Without limiting the foregoing, you will be responsible for all costs and expenses that you or others may incur with respect to backing up, and restoring and/or recreating any data and information that is lost or corrupted as a result of your use of the e-Up Products, Content, Files and/or Services.

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Survival. Sections 3, 4, 6, 7, and 8 shall survive termination.

8. Miscellaneous

Governing Law, Jurisdiction and Attorneys' Fees. This Agreement and all matters arising out of or relating to this Agreement shall be governed by the laws of the REPUBLIC OF IRELAND, excluding its conflict of law provisions. In the event of any litigation of any controversy or dispute arising out of or in connection with this Agreement, its interpretation, its performance, or the like, the prevailing party shall be awarded reasonable attorneys' fees and expenses, court costs, and reasonable costs for expert and other witnesses attributable to the prosecution or defense of that controversy or dispute. In the event of a non-adjudicative settlement of litigation between the parties, the term "prevailing party" shall be determined by that same process. The Courts located in Dublin County, IRELAND shall have sole jurisdiction over any disputes arising hereunder and the parties hereby submit to the personal jurisdiction of such courts. The U.N. Convention on the International Sale of Goods shall not apply to this Agreement.

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Force Majeure. Neither e-Up nor you shall be responsible for damages or for delays or failures in performance resulting from acts or occurrences beyond their reasonable control, including, without limitation: fire, lightning, explosion, power surge or failure, water, acts of God, war, revolution, civil commotion or acts of civil or military authorities or public enemies: any law, order, regulation, ordinance, or requirement of any government or legal body or any representative of any such government or legal body; or labor unrest, including without limitation, strikes, slowdowns, picketing, or boycotts; inability to secure raw materials, transportation facilities, fuel or energy shortages, or acts or omissions of other common carriers.

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Waiver. The waiver by either party of any default or breach of this Agreement shall not constitute a waiver of any other or subsequent default or breach.

No Agency, Partnership or Joint Venture. No agency, employment, partnership, joint venture, or other joint relationship is created hereby. e-Up and Customer are each independent contractors with respect to the other and neither has any authority to bind the other in any respect whatsoever.

Assignment. Neither party may assign, transfer or delegate this Agreement or any right and/or obligation of the party hereunder to any third party hereto without the prior written consent of the other party. Notwithstanding the foregoing, either party may assign this Agreement and such party's rights and obligations hereunder without the consent of the other party to a subsidiary, parent, or entity under common control. In addition, either party may assign this Agreement, and its rights and obligations hereunder, to any third party that acquires all or substantially all of such party's stock or assets relating to that portion of such party's business that is related to the subject matter of this Agreement, provided that such party assumes all of the obligations of the assigning company under this Agreement. Any attempted assignment, delegation, or transfer in contravention of this Agreement shall be null and void.

Last Edited on 2014-11-30

Created on 2014-11-03 17:46:15

Acceptable Use Policy

Acceptable Use Policy

This Acceptable Use Policy sets forth guidelines for acceptable use of e-Up's network and systems (the "e-Up Network") and its services, software and products ("e-Up Services" together with the e-Up Network, the "e-Up Network and Services") by our customers, re-sellers and other users of the e-Up Network and Services (each, a "Customer"). This list is not meant to be exhaustive, but merely illustrative of examples of conduct deemed by e-Up to be inappropriate, improper or harmful to e-Up' reputation, Network or Services and therefore prohibited when using the e-Up Network and Services.

The guidelines and restrictions in this Acceptable Use Policy on use of the e-Up Network and Services by a Customer shall apply equally to the Customer's employees and any other person or entity that is provided access to the e-Up Network and/or Services directly or indirectly by the Customer ("Users"). By using the e-Up Network and Services, Customer acknowledges that it has read, understood and agrees to comply with the terms of this Acceptable Use Policy. Customer shall (i) ensure that its Users comply with this Acceptable Use Policy and (ii) be responsible for violations of this Acceptable Use Policy by Customer or its Users.

General Conduct

Customer must use the e-Up Network and Services in a manner consistent with the permitted use of such e-Up Network and Services. Unless otherwise expressly permitted in writing by e-Up, Customer may not assign, transfer, distribute, resell, lease or otherwise provide access to any third party to the e-Up Network or Services, or use the e-Up Network or Services with or for the benefit of any third party (other than Internet end users). Customer may only use the e-Up Network and Services for lawful purposes and in accordance with this Acceptable Use Policy.

Responsibility for Content

e-Up takes no responsibility for any Customer or User content created, accessible or delivered on or through the e-Up Network and Services. e-Up does not monitor or exercise any editorial control over such content. Customer is solely responsible for (i) any content published or made available through the e-Up Network or Services by Customer and its Users and (ii) compliance with all laws applicable to the publication and distribution of such content. Customer shall be solely responsible for maintaining a copy of its content.

Inappropriate and Illegal Content

Customer shall not use the e-Up Network and Services to transmit, distribute or store material that is inappropriate as reasonably determined by e-Up, or material that is illegal, defamatory, libelous, indecent, obscene, or inconsistent with the generally accepted practices of the Internet community. Customer shall ensure that its and its Users' use of the e-Up Network and Services and all content transmitted, distributed or stored on the e-Up Network do not violate any applicable domestic or foreign laws or regulations including but not limited to laws relating to content distribution, encryption or export or any rights of any third party. Customer shall not use the e-Up Network and Services to transmit, distribute or store material that contains a virus, worm, Trojan horse, malware, spyware, or other component harmful to the e-Up Network and Services, any other network or equipment, or other Users. Customer shall not use the e-Up Network and Services to engage in any action or practice that reflects poorly on e-Up or otherwise disparages or devalues e-Up' reputation or goodwill.

Intellectual Property

Customer shall not use the e-Up Network and Services in any manner that would infringe, dilute, misappropriate, or otherwise violate any privacy or other personal rights or any intellectual property rights, including but not limited to, copyrights and laws protecting patents, trademarks, trade secrets or other proprietary information. If Customer uses a domain name in connection with its use of the e-Up Network and Services, such domain name must not violate any trademark, service mark, or other rights of any third party.

Fraudulent/Misleading Content

Customer shall not use the e-Up Network and Services to transmit or distribute material containing fraudulent offers for goods or services, or any advertising or promotional materials that contain false, deceptive, or misleading statements, claims, or representations.

Email and Spam

Customer shall not use the e-Up Network and Services to send unsolicited e-mail messages or USENET postings, including, without limitation, bulk commercial advertising or informational announcements ("spam"). Further, Customer is prohibited from using the service of another provider to send spam or to otherwise promote a site hosted on or connected to the e-Up Network. In addition, Customer shall not use the e-Up Network and Services to (a) send e-mail messages or USENET postings which are excessive and/or intended to harass or annoy others, (b) continue to send e-mail messages or USENET postings to a recipient who has indicated that he/she does not wish to receive them, (c) send e-mail messages or USENET postings with forged header information, or (d) send malicious e-mail messages or USENET postings, including, without limitation, "mailbombing." e-Up reserves the right to charge Customer at e-Up' standard rates for time required to handle any complaints that Customer or User violate this Email and Spam section.

Security Violations

Customer is prohibited from violating or attempting to violate the security of the e-Up Network and Services, or any third party network, system, server, or account, including, without limitation, engaging in any of the following activities: (a) accessing data, servers, accounts, databases, etc. which such Customer is not authorized to access, (b) impersonating e-Up personnel, (c) attempting to probe, scan or test the vulnerability of a system or network or to breach security or authentication measures without proper authorization, (d) attempting to interfere with, disrupt or disable service to any user, host or network, including, without limitation, via means of overloading, "flooding," "mailbombing," "denial of service" attacks, or "crashing," (e) forging any TCP/IP packet header or any part of the header information in any e-mail or newsgroup posting, (f) taking any action in order to obtain services to which such Customer is not entitled, or (g) attempting to utilize another party's account name or persona without authorization from that party. Customer is also prohibited from attempting any action designed to circumvent or alter any method of measuring or billing for e-Up Services. Violations of system or network security may result in civil or criminal liability.

e-Up Rights and Remedies

If Customer becomes aware of any content or activity that violates this Acceptable Use Policy, Customer shall take all necessary action to prevent such Content from being routed to, passed through, or stored on the e-Up Network. To the extent e-Up becomes aware of any content or activities that e-Up deems, in its sole discretion, to be in violation of this Acceptable Use Policy, e-Up may immediately block access to such content, suspend or terminate any affected e-Up Services, or take any other actions e-Up deems appropriate. e-Up shall be solely responsible for determining if any content or action violates this Acceptable Use Policy. e-Up reserves the right to terminate or suspend services if the continued provision of services would violate law or otherwise harm e-Up' Network, Services or customers. e-Up also reserves the right to cooperate with legal authorities and third parties in the investigation of alleged wrongdoing, including disclosing the identity of the party that e-Up deems responsible for the wrongdoing. e-Up may immediately suspend or terminate in instances where continued provision of Services would have a material adverse effect on e-Up. e-Up shall not be liable for any damages of any nature suffered by any Customer, User, or any third party resulting in whole or in part from e-Up' exercise of its rights under this Acceptable Use Policy. Customer agrees to indemnify e-Up for any and all damages, claims, suits, costs or expenses asserted against or incurred by e-Up related to or in connection with a violation of this Acceptable Use Policy by Customer or its Users. e-Up reserves the right to modify this Acceptable Use Policy from time-to-time, in its sole discretion, effective upon posting a revised copy of the Acceptable Use Policy on the e-Up web site. Any use of the e-Up Network and Services after such modification shall constitute acceptance of such modification.

Last Edited on 2014-11-30

Created on 2014-11-03 17:46:15

Oracle Sales Cloud with or without Siebel?

Oracle Open World this year was interesting; just to mention one special: first software demo directly performed by Larry Ellison as CIO. But what was more interesting for me was how Siebel and Oracle Cloud are evolving. There are some key elucidations on how the two interact collected from the exhibition demos.

The first natural question that popsup while watching the Sales Cloud demo was: what happened with Fusion? Well, if you check the Sales Cloud tab name you will see Fusion branding still displayed. So, yes, Sales Cloud is Fusion re-branded and with a simplified UI.

First of all, Siebel and Sales Cloud have a process based integration. This means that part of the sales process is carried through in one and part in the other. The current version allows for a one-way data flow from the Cloud to Siebel. It means that in order to start using the Sales Cloud, one needs to perform an initial data load to populate it. Sales Cloud Release 9 (next one) will cater for bi-direction data flow.

Sales Cloud is modeled on Siebel with corresponding “data maps”, facilitating integration. Only part of the Siebel objects are available in the Sales Cloud (Quotes, Opportunities and Pricing are not, for example). Additional objects (both standard ones not yet covered and custom ones from the on-premises Siebel) need to be built in the cloud and integrated via web services.

But let’s have a look at what Sales Cloud can do for a sales representative.

A sales representative can access her own Contacts via the Sales cloud. Searching the ones needed, exploring the related information necessary for a sale, adding new contacts, etc. When adding a new contact, a first check is performed on the data available in the cloud application to make sure this is not a duplicate; a second duplicate data check is performed later on when importing the data from the cloud to Siebel. Integration with the Customer Hub for data checks is possible (but not out of the box). (Contacts Yes)

She can also relate the contact with the corresponding Account, search accounts, create new accounts, etc. (Accounts Yes)

Once she has the Contact and Account ready, she can engage with the lead/customer in order to start the sales process using the simple user interface as support. But once she gets the Contact’s interest, and a Quote is requested, the scenario changes. Oracle Sales cloud does not handle the pricing part, thus the Quote can be started but can’t be completed on the cloud. What is needed is the input from the on-premises Siebel solution. (Quotes, Opportunities, Pricing No)

The way the demo-er put it was: Sales Cloud can do all the necessary basic tasks, but the heavy-lifting is left to Siebel. The pricing customization, workflows, complex calculation of discounts, checks on discounts and approval escalations are still just Siebel domain. However, it is possible to embed in the cloud the necessary Siebel views via some frames, facilitating the end-user process flow (no need to start a new application). With a little help from Open UI, the look-and-feel of the Siebel standard application could be customized so that the user does not even realize she is stepping into a new application when . But, this means customization and is not available out-of-the box.

What convinces and attracts in using the Sales Cloud is the easy interface and reduced administration, I’ve been told. Of course, giving up administration comes at a price, as the control on the DB side (and the flexibility it provides for deeper customization) is lost. No additional license is required for the Sales Cloud, however check with your Oracle representative and also the small print, just to be on the safe side.

The interface is looking quite good and I can see how sales representatives could be enticed by it. However, the many customer presentations on OpenUI at the OOW14 have mesmerized me. With IP2014, Siebel can look really great and above all have a full responsive design. User Interfaces as beautiful as any fancy website or cloud application, if not better, and, moreover, less customization requirements due to the adaptive responsive design (no more need for specific css based on the used device). One of the cases presented was a mobile application entirely based on Siebel Open UI, working on tablets/iPads and phones: stream-less process, beautiful UI, powerful support. It makes a Siebel professional dream of possibilities.

So, back to our question: Sales Cloud with or without Siebel? Without Siebel, the Sales Cloud can’t support a complete sales life-cycle. On the contrary, Siebel with Open UI provides simple UI interaction with full support and, thanks to the newest IP2014, the mobile version can handle synchronization with the server in a real smooth way, without interrupting the sales representative work.

In order for Sales Cloud to be operational from a functional point of view, dedicated development and customization are required.

Oracle demoers recon that Sales Cloud is meant to be used by sales people outside of the company, while Siebel remains the internal sales people support.

The Siebel mobile from IP2014, with the new OpenUI (and adequate browser) answers all the end-user requirements for an intuitive and practical user interface that is also beautiful.

As Oracle is pushing more and more on Cloud marketing and PR, many of us expected a lot from the Sales Cloud and related solutions. But we will need to wait (probably) for a full out-of-the-box integration and all the functionality that we currently have on-prem to be available in the cloud.

During OOW14, I’ve heard Oracle customers asking (themselves and others) what should be the next move: Cloud or OpenUI? These are very different approaches as Cloud is a shift in paradigm while OpenUI is an extension of the current one. You can find more considerations here.

In the meanwhile, I’m still thinking of the possibilities OpenUI offers such as seamless mobile applications. If you are working with Open UI, have a look at e-Tools and how it's V3 can help you out, check the free Beta Enrolment to see if you are eligible.

Simple Siebel - Sales Cloud Process

A simple process overview: start in the cloud but rely on Siebel for the heavy-lifting

Let us know your experiences and opinions.

Created on 2014-10-27 16:55:00

Are you planning to leave Siebel for some other technology?.. Think twice..

As e-Up is attending the Oracle Open World 2014, today I attended the “Siebel CRM - the future of Siebel, Strategy and Roadmap for the World’s most complete CRM” session.

I have to say that after years of frustration, now Siebel customers could relax about the future of their multi-years investment, if Oracle keeps its promises.

As I have had the opportunity to underline in other occasions, the strategy towards what they now define as the most complete CRM solution in the World, has been ambiguous - to say the least.

During these days, I have met Siebel customers really expressing years of frustration towards a non clear statement of direction, making confusion even between going to Open UI or Oracle Cloud (by the way - someone still talks about Oracle Fusion applications and you would be surprised by who is doing so..).

What we have been experiencing in these years is a constant and continuous penetration of the cloud buzzword in the business applications scenario. Cloud is cool, On-Prem is obsolete... Or so they say.

So we have seen Siebel customers abandon their investment for other technologies, quite always towards cloud based ones as Salesforce.com or Sugar CRM (as in the famous IBM case). But are we really sure they did the best long-term decision?

Siebel customers are still very concerned about their commitment to their Siebel solutions and they are not sure if continuing investing in it is a winning strategy.

If until today I had my own idea about the right choice for big corporations, but I could not reassure them (at the end of the day, we do not own the future of Siebel as a technology) now I can honestly say those customers that they should be relaxed and not too much worried about the future of their CRM platform.

What really changes between Cloud and On-Prem solutions is the commitment you are giving to handling your own data and servers. If taking care of your servers and data is more a burden than an advantage, then you should probably think about a strategy to get rid of it and find someone to take care in your place or change the entire application paradigm and move everything to the cloud.

If you are not part of this group, then I don’t think you should be concerned about not being yet on the cloud. As technology is improving, as network speed and bandwidth are increasing, the difference among the different paradigms is really more and more a keyword, marketing one. But I will return on this in the future, discussing how we simply deliver to you new solutions like e-Tools for Siebel.

What I want to give you is really my impression about the market and my opinion about the most intelligent way to face the future.

My impression is that someone has tried to put on-prem solutions as Siebel apart, but many customers were not ready or not willing to follow the flow.

The consequent lack of customers satisfaction and the evolution of technologies I mentioned before brought us where we stand today, with Oracle telling us they are going to commit to Siebel for the most foreseeable future with a bunch of new implementations I am going to list.

Again, if you are not in the group of customers that consider handling data and application servers a burden, you should not really worry about not being on the Cloud. Why? Because it will come, step by step, and I think you should let Oracle worry about that, not yourself.

A first example is the integration of the new Oracle Cloud solutions with Siebel, that will extend your on-prem CRM features with cloud based ones, without the need for you to completely disrupt years of implementation. This is part of the Oracle CX strategy, that is offering you the possibility of choosing new cloud solutions such as Oracle Marketing, Oracle Sales, CPQ, Commerce, Service and Social to be integrated with the Siebel core. Numbers show us today that 84% of Siebel customers are either on 8.1 or 8.2 version; that means that - from now on - things should be much simpler in terms of innovation and upgrades and the official roadmap now clearly shows 2022 in the time line. So commitment is there... As for the quality of the products, I cannot really say and I don’t want to make everything appear so easy as it has not been in the past years for many upgrades (really painful for many customers).

Open UI, firstly released 2 years ago, is now not just a reshaping of the user interface; it is really a change of technology, making sure that the Siebel application is not only more likable for the users, but ready to be run on all the latest devices. IP 2014 will make sure that there will be a complete responsive design UI, so that no development is needed to adapt the user interface to different devices. Using both tablets and smart phones? Then the UI will automatically shrink or expand to fit to your device screen.

The third part representing an update and new life to Siebel is represented by mobile solutions: there will be now the possibility to directly download the mobile application from the App Store and the synchronization famous pain points will be approached (and hopefully solved) with 3 different options (complete synchronization, upload or download). The disconnected application will therefore see new life with an enhanced solution, together with a new version of CRM desktop, completely integrated with Outlook 2013 and Lotus Notes 8.5.3.

Together with the standard mobile application, new ad-hoc vertical mobile solutions (phone or tablet) have been introduced: for the moment Communication, Life Sciences (particularly for e-detailing) and Financial Services will have completely dedicate mobile applications that will be integrated with Siebel (Open UI, of course).

The fourth pillar of a potential Siebel renaissance (as our friend Bruce Daley has referred to at the beginning of this year -http://www.brucedaley.com/siebelobserver/2014/01/2014-the-year-of-a-siebel-renaissance.html) - and from my point of view the real indication that the Siebel team in Oracle is taking this seriously - is the introduction of a complete SRF and web templates free deployment (also called Run-time configuration) and a web version of the Siebel Tools that should allow you to do some basic customization of Siebel directly on the web browser, something similar to what you can do nowadays with Cloud platforms such as Salesforce.com. This is not something that will be available in the coming IP-2014 anyway, but should come from 2015 on. Of course this is a big change and will be released step by step, also because I am not totally convinced that you can successfully deploy all the current powerful Siebel configuration possibilities into a web browser: one of the limits of customization possibilities for cloud packaged applications (if we can define them so) relies exactly on this, in fact.

Oracle future strategy aims at a so called Single Unified Tools on the web (weirdly very similar to our Unified Perspective approach) so that changes can be applied on an environment that is very similar to the end-user one.

This unification should also bring new Optimized Testing capabilities for Siebel applications (Packaged Siebel Test Automation Interfaces and Objects).

As you can see, lots of new developments should arrive to completely refresh the Siebel technology and this reinforces my point of view that on-prem or on the cloud, it is just a question of the technical evolution that an application is going through. Once your user interface is HTML5 compatible, your tools are web compatible, and you can rely on standard integration interfaces, the real difference between Cloud or On-Prem relies on the fact that data is on your own servers or on third-parties’. That’s really it!

As for the timing for the commitment to do such changes, well... That’s a completely different story, and we could write an entire new article and discuss for days... My personal opinion is that these changes are at least 6 years late and that I am quite sure that around half of the lost Siebel customers in these years would still be on Siebel, if such changes would have been applied in a coherent time frame.

I just want to finish this long post reinforcing the fact that this just represents my point of view on the current scenario and it is particularly referred to the long list of Siebel customers I talked with that are worried about the future of their CRM platform. As I mentioned, going to the Cloud could be the right decision for some, but for others I would say that right now they can look at their years of investment as an asset and not any longer as a liability. Above all, I always invite everyone to critically analyse what "cloud" really means, because at the end of the day the real important thing is that your piece of software is up to date with the recent technologies and the possibilities they offer, not where you store your data.

Personally, I can say that we at e-Up will still commit with strategic and technical consultancy and innovative new software for Siebel, together with other technologies... but that’s another story...

So, as usual, stay tuned...


Manuel

Created on 2014-10-01 16:44:27

e-Up is live

e-Up successfully launched today! Follow us for news about Siebel and e-Tools.

Created on 2014-09-11 16:36:43

Contact Up

Created on 2014-09-09 23:31:46

Pro-Active Siebel Support

Pro-Active role-based support for Siebel

 

Welcome a new Support generation - Visual machine learning at your service 

Standard support associated to your maintenance contract for Siebel has reached a very low-level in quality.

Specialized support implies high costs and can lengthen the timelines due to response times and possibly losing control over your application. 

What if you had a Siebel expert always on your side, guiding you through issues discovery, indicating potential pitfalls, visuallizing alternative OOB design, reminding you wich requirements or which business processes are involved in a technical feature? 

What if all all this was real-time, 24/7, with no delay... and all automatically documented? e-Tools is your expert ally with automated Visual analysis based on Siebel design best-practices, extracted Business Processes, automatically generated Use Case scenarios. It is available any time you need it and it is always ready to tackle the issue together with you. No waiting time, no extra costs for premium service, no need to handle external access to your applications and data.

e-Tools makes all this come true

 SiebelPro ActiveSupport

 

When you receive a ticket - from a normal Siebel user or during a Test Phase, e-Tools can track the point where the error happened in a Visual flow 

Once identified the issue, make use of e-Tools automatic Visual analysis to infer both the requirement (thanks to machine-learning) and the existing design and bring on root-cause analysis.

Once found the cause, developers and designers can work on a solution by visual prototyping.

document everything with a click!

ProActiveSiebelSupport2 

 

Make your business users happy with e-Tools and its AI-based support

 

Make the most out of your Siebel investment and be Oracle compliant by following Visual design best-practices.

 

Increase agility: bridgethe gap between the business side of your company and your Siebel application.

 

Support any Siebel version:  use e-Tools continuously towards the life of your CRM application - we will release innovations together with Oracle in SaaS mode.

 

Unmatched 24/7 embedded Siebel expertise - e-Tools holds best practices embedded in it’s automatic analysis, this facilitates keeping the team on the right technical track and supports solving old problems and defining new solutions.

 

Maintain all knowledge internally - Create and own your "how-to" library and share it across the organization in html format - once modelled in e-Tools, processes, designs and legacy documentation can be shared on your intranet using already available resources for indexing and categorizing knowledge.

 

 Contact up to find out how you could implement your Siebel support with a simple, light, monthly fee. 

Created on 2011-11-21 22:29:00

AutoMagic

Created on 2011-11-21 22:29:00

Unified Perspective Methodology

Siebel dedicated methodology: 

a Unified Perspective

 

Is your Siebel implementation agile enough?

Packaged applications, like Siebel, were meant to be agile, quick-to-implement and close to what the business requires from a corporate CRM. Unfortunately, wrong implementation practices have rendered them difficult and sluggish, very hard to maintain. A new trend, the Cloud, promises to make implementations easier, but the reality is that cloud simplifies deployment, upgrade and administration - while it does not offer an answer to the customization process, often complicating it with the return to custom code development. This actually amplifies the distance between business and IT.

 

Align Siebel CRM to your corporate strategy 

business & IT

 

Employ the right approach to your implementation to get your Siebel business agile and aligned to your corporate strategy!

Based on decades of Siebel projects’ experience and academic research, e-Up has distiled the best-practices for Oracle Siebel implementations in a simple yet effective methodology: a Unified Perspective methodology.

Thanks to its visual approach, the methodology helps you construct a comprehensive perspective over your application, both functionally and technically. This means that both the Siebel team and the business have 100% control over what is available out-of-the-box, the existing customizations supporting the corporate business requirements, solution designs, issues - with all the knowledge surrounding your Siebel environment stored in one place, the e-Tools meta-repository, securely stored on your premises. 

e-Tools methodology is different from what you have experienced in the market so far! Every single approach tells you what to do, but only e-Up provides the comprehensive toolset to help you implement it. Having a methodology embedded in the tools you use makes the difference: e-Tools practices what it preaches. By simply using it, the Siebel team will be aligned with the business, achieving quicker implementations that deliver a CRM application that actually represents the corporate strategy.

Do we need to give up our methodology and start all over again?

NO. The unified perspective methodology guides your approach to handling Siebel, independently fromthe project management methodology you are employing. It provides the map to tackle and handle Siebel so that it answers your specific business requirements.

The UP methodology can start from either your customized application and help you build on top of that (bottom-up approach), or start from the existing requirements and support you during the design process (top-down approach). This is why it is highly flexible and can be adopted in any moment of your project to bring in the desired results.

In fact, all the visual artefacts - from business requirements to application solution design - can be interconnected, thus filling the gap between the functional and technical sides of a Siebel implementation and providing a common tool for your team's communication.

You don't need to do anything on your side, just use e-Tools and you will be on the right track with a correct approach to requirement and process modelling, technical solutions design, team collaboration and project documentation.

Why do we need a Siebel specific methodology?

Siebel is the CRM enterprise packaged application by excellence. Packaged applications provide the advantage of having several features out-of-the-box, speeding up the implementation in comparison with custom greenfield development.

The characteristic of a good packaged application, such as Siebel, is that it can be further configured and extended to meet any client needs. Unfortunately too often this has transalted into Siebel customizations over the top. They disregarded existing features and implemented "external" solutions, forcing the application behaviour. This resulted in heavy Siebel applications, hated by their users.

When implementing Siebel the right way, making the most of what is already there, using the customization mechanisms as they should be used, Siebel is more agile!

By using e-Tools your team automatically employes the methodology, thus applying best practices on all the projects phases and reusing the exact core Siebel elements that compose your corporate CRM application!

This is what the Unified Perspective offers.

Contact us to learn more about the Unified Perspective methodology.

The e-Up Methodology’s core principles are:

- Siebel specific - it is dedicated to Siebel and its specific handling, thus make use of the Siebel core objects of your application.

- Visual - Why Visual? Because visual information is processed 600,000 times faster than text, it is language independent (thus reduces misunderstandings), simplifies the overview so that all stakeholders can be aligned on the situation.

- Automation - Why spend time on repetitive tasks? Navigating and searching for information to construct an analysis? Automation reduces repetitive tasks and provides more time for bugs identification or creative solution finding.

- Reusability - Have you noticed how documentation tends to be repetitive? Are you sure your requirements are reflected in the design and testing documentation? Training materials are built based on requirements specifications and process design? What if, once modelled, you could reuse the knowledge in different formats? This reduces workloads and streamlines work in the Siebel project, so that more is done with less.

- Communication and collaboration - Did you know that the main pain points for a project delivery are misunderstandings? Clear up the air and have everyone on the same page, by employing visual representations and one knowledge repository referenced by all.

- Agility - do it right so that the implementation work and the application itself are agile!

- Real support - e-Tools sustains the methodology in every step and was built in respect of the above principles.

 

Many Siebel professionals are becoming e-Up certified to demonstrate their skills and abilities. Would you want to be an innovative and recognized Siebel professional? Start your certification process, contact us!

Created on 2011-11-21 22:29:00

what is e-Tools

e Tools small

Increase team efficiency, productivity and collaboration in Oracle Siebel

e-Tools in a nutshell

e-Tools is the unique Siebel dedicated CASE tool. It supports the entire implementation life-cycle, from understanding the customized application and requirements gathering and modeling, through solution design, up to testing, support and training. e-Tools is based on a role-based visual approach: it translates Siebel in visual models, for both the technical side (Design of the application) and the functional one (Use Cases scenarios and Business Processes). The customized application models form the basis for:

 

understanding the current Siebel architecture and behaviour;

automatically infere visual Use Cases with the Rapid Requirements Generation technology (available on IP2014+);

Elicit, model and customize Business Requirements;

Visually design and assess solutions and alternatives based on best practices;

identify bugs, pitfalls and issues’ causes and how to solve them;

create application training and documentation;

extract Business Processes for an ad-hoc Business Blueprint (available on IP2014+)

Test Cases automatic generation (available on IP2014+)

Process Improvement and application performance analysis

 

While working with e-Tools, a knowledge repository of your Siebel application and implementation is built behind the scenes. Requirements, designs, test scenarios, issues and bugs and their solutions, functional processes... everything is interrelated so that you can keep track of what is going on. Automation and innovation meet to facilitate analysis and management.

Moreover, e-Tools introduces innovative support for working with Open UI such as the dedicated editor (with intelisense), rapid prototyping and live script testing.

 

ezgif.com add text

 

Why is e-Tools different from any support tool you might be familiar with? It is special because it is not just a tool: the Siebel-dedicated methodology is embedded in e-Tools, guiding your strategy throughout the project. Automation and visuanalysis, based on condensed knowledge from decades of Siebel implementation projects, support the team to speed up and make more agile the development process by reducing workload.

Find out more about e-Tools, but if you want to find out what it can do for you, contact us for a dedicated case-study.

Created on 2011-11-21 22:29:00

AboutUp

e-Up: A Unified Perspective over Siebel CRM

 

“Everybody tells you what to do but no one provides you the tools to do it”


Manuel Breschi, founder of e-Up Unified Perspective

 

During the over 20 cumulated years of applied experience in the CRM and BI consultancy field, e-Up has gained a 360 degrees perspective over the implementation life-cycle even before it became a Software House. During this time, the e-Up team has seen implementations in different domains, industries, countries, with local, global and multi-cultural teams.

Despite most of the projects the team has worked on were successful, the reality of CRM implementations is that 60% of these projects still fail.

They fail because the applications are over-customized, projects are cumbersome and methodologies tell you what to do but do not provide support to do it.

This is why e-Up built e-Tools as a support kit for Oracle Siebel CRM implementations.


Oracle Siebel CRM architecture design with e-Tools

e-Tools foundation is in the practical consultancy work but also in extensive research and development. All this to bring to you an implementation tool kit that:

  • Turns application complexity into easily consumable visual diagrams
  • Empowers users with a universally deployable visual framework
  • Offers specific support for each phase of the implementation process
  • Align your CRM Siebel implementation to your corporate strategy

Join the visual revolution for Oracle Siebel CRM - start using e-Tools today!


Oracle Siebel CRM continuous innovation with e-Up

 

Request a live demonstration on our join.me domain:

www.join.me/www.e-up.pro

or Contact Up to learn more about us and our solutions.

 

e-Up Oracle Gold Partner

e-Up Unified Perspective, creator of the #visuanalysis technology, has achieved the Gold Partner status in Oracle PartnerNetwork (OPN). By attaining Gold Level membership, Oracle has recognized e-Up Unified Perspective for its commitment to establish Oracle related knowledge in delivering visual support tools for Oracle Siebel CRM and for uniquely addressing the challenges of joint customers by reducing the total cost of ownership of Siebel applications.

Created on 2011-11-21 22:29:00

Oracle Open World

Let's meet at Oracle Open World 2014 and see how innovation can help you

Created on 2011-11-21 22:29:00

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