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Siebel 2001 Configuration ©Accenture Tools, Methods, and Resources for Configuration - 1

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Please adjust volume to hear audio.Audio will play automatically for each slide upon advance.You may replay audio by clicking on the speaker icon in the upper right hand corner of each slide.


Tools, Methods, and Resources for Configuration


Module Objectives

This module will accomplish the following:

• Explain the BIM Siebel Extension

• Explain typical project roles and responsibilities

• Explain configuration guidelines

• Identify additional resources for help


What is the BIM Extension?

Custom “Delivering” and “Managing” phase “extensions” to BI Methodology

Methodology Guide tool Same look and feel as BI Methodology Guide Uses Internet Explorer to access .html files that link

information Excel-base Estimating Tool Paper-based Reference Guide


Why did we do this?

• The Business Integration Methodology (BIM) Siebel Extension has three main objectives: Improve the consistency & efficiency of solution delivery for

CRM packaged solutions Improve the consistency & accuracy of job estimates Enable our people to better leverage the successes of past

solution delivery projects


4 Phases of BIM

Return to Knowledge Check


Methodology Components

• The methodology, just like BI Methodology, consists of the following: Stages Task Packages Tasks Deliverables Job Aids Estimating Model


Methodology Scope

• BI Methodology Siebel Extension: Delivering and Managing Phases are customized for

Siebel implementations Initial focus on Siebel solution delivery CRM best practices in

• Stages, task packages & tasks with planning considerations and references

• Deliverable samples and templates

• Job aids (e.g. guidelines, checklists, tools)


Methodology Philosophy

• Streamline and simplify BIM where possible Removed Major Activity level from hierarchy Combined or reduced some tasks to reflect differences for

a Packaged Software approach

• Get to a more BIM focused approach Key BIM deliverables included that people may not have

used in past BIM terminology reused for consistency Emphasize people, process, and technology throughout

• Do not require user to also have BIM installed - deliver a “stand alone” extension


How to get it?

The BIM Siebel Extension can be ordered through the CRM Practice Aid; however, most of your managers should already have it loaded and available on your projects.


Example Release Strategy


Typical Siebel Project Gantt Chart


Typical Siebel Project Team Structure


Functional Team Roles - Detailed

Functional/Application Lead – complete high-level and detailed design, monitor that configuration coordinates with technical requirements, monitor system and integration test cycles, ensure solution meets functional requirements & ensure support documentation gets created

Configuration Lead – manage the configuration development and component testing, coach configurators, ensure standards are maintained and work with Functional/Application lead to develop the application detailed design

Configurator – configure application using Siebel Tools, conduct component (unit) tests, configure reports & execute system testAs a configurator, you may spend most of your time configuring in Siebel Tools on one project and on the next project you may be configuring Siebel Reports.



Configuration Guidelines:

Business Components (cont’d)

In most situations:• Modify, rather than copy, business

components and business objects• Exercise caution when copying business

components• Do not modify the business object and

business component definitions that you are not using in your implementation.

• Do not explicitly define system fields for a business

• Business component and business object names must be unique and meaningful

• Name all new business components and business objects with a prefix that identifies your company

• Initial-capitalize business component and business object names



Business Components

• Upgrade Ancestor

• Set the Upgrade Ancestor property when copying a business component Property must be set explicitly by developer

• Ensures that the copied business component is upgraded in the same way as the original business component




Applets

In most situations:• Modify, rather than copy, an applet, unless

you are making extensive modifications to the applet.

• Applets that display the same business component should be consistent across different screens and views where possible.

• Reuse applet definitions between different views and screens where possible.

• Do not modify or delete applets that are not used in your implementation.

• Applet names should be meaningful• Name all new applets with a prefix that

identifies your company• Avoid using special characters in applet

names• Initial-capitalize applet names



Views

• Modify an existing view for minor changes Title Applet Layout

• Create a new one to show a master-detail relationship that has no current view

• Edit responsibility to disassociate redundant views

• Name all new views with a prefix that identifies your company

• Use meaningful names for views

• Initial-capitalize view names



View Titles

• 3 Different titles displayed for a view: Title bar of the Siebel application window View tab bar Screens Menu sub-option

• Keep all 3 consistent


Help Resources Provided by Siebel• Siebel Vanilla Application & Tools

• Siebel Bookshelf

• www.siebel.com FAQs Tech Notes Siebel Alerts Support Search Patch Release Notes SupportWeb

• Siebel Technical Account Manager

• Siebel Training Courses


Help Resources provided by Accenture

• BIM Siebel Extension

• Team Members

• CRM Practice Aid Alliance Homepage Discussion Database

• Siebel Training Materials



Summary

Now that you have completed this module, you shouldbe able to:

• Explain the BIM Siebel Extension

• Explain typical project roles and responsibilities

• Explain configuration guidelines

• Identify additional resources for help


Knowledge Check

Question Answer

Explain the BIM Siebel Extension. The BIM Siebel Extension consists of four

phases:

• Planning: identifies an organization’s most valuable opportunities and formulates plans for realizing those opportunities.

• Delivering: puts the plans into action by building and deploying new capabilities based upon the opportunities and plans defined during the Planning Phase.

• Operating: achieves and sustains the desired business targets.

• Managing: provides the continuous guidance needed to keep an initiative on track and to ensure that it delivers value.

Take this opportunity to check your knowledge of the concepts presented in this module. Try to answer the questions on the slide. The answer for each question will pop up as you advance the slide. Each answer may link back to the area within the presentation where that concept is presented. At the end of the section referenced you will find a ‘Return to Knowledge Check’ hyperlink, which will take you back to this slide.


Knowledge Check (cont’d)

Question Answer

Explain typical project roles and responsibilities.Functional/Application Lead: complete high-level and detailed design.

Configuration Lead: manage the configuration development and component testing, coach configurators.

Configurator: configure application using Siebel Tools, conduct component (unit) tests, configure reports & execute system test.




Question AnswerExplain some Configuration Guidelines.

• Modify rather than copy business components and business objects.

• Exercise caution when copying business components.

• Do not modify the business object and business component definitions that you are not using in your implementation.

• Do not explicitly define system fields for a business.

• Business component and business object names must be unique and meaningful.

• Name all new business components and business objects with a prefix that identifies your company.

• Initial-capitalize business component and business object names.

• Upgrade Ancestor.

• Set the Upgrade Ancestor property when copying a business component.




Question AnswerIdentify additional resources for help.

Siebel Vanilla Application and Tools

Siebel Bookshelf

www.siebel.com

Siebel Technical Account Manager

Siebel Training Courses

BIM Siebel Extension

Team Members

CRM Practice Aid

Siebel Training Materials


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Technology

upgrade ancestor property

business object names

knowledge check hyperlink

copying business components

bim siebel extension

knowledge check configuration

business component

business object