Siebel CRM: Open UI

Siebel CRM: Open UI
Darshan Kumar
Holger Herbert
Oliver Seidel

1 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13

Safe Harbor Statement

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.


Siebel CRM
Open UI Demonstration


Behind the scenes

Desktop Controls Mobile Controls

Open UI Framework

Tools/SRF Web Templates Server Scripting Server Integration


Defining the CRM interaction
User Sentiment
User
comfort, preferences
Experience

User
& familiarity

Technology,
Clients and Usability
Centered
Devices
CRM
Business Logic &
Utility
Interaction
Process Drivers


Open UI: Introducing the Release
Ø Platform for desktop, mobile, connected,
disconnected
Ø Usability & User Experience
Ø  Familiar look & feel: uses existing application definition
Ø  Builds on technology provided by 55% of the 10,000
most popular consumer web sites for usability
Ø Accessibility.
Ø Easy to deploy & configure for a variety of clients:
Ø  URL & Credentials
Ø  Uses standards to flexibly integrate
Ø  Highly configurable


High Performance Use & Accessibility
Ø Less key strokes and clicks, same result.
Ø  Keyboard-only navigation
Ø  Efficient input: mvg’s picklists, calendar
Ø “Always accessible” without usability tradeoffs
Ø  Screen reader support
Ø  OS and Browser accessibility compatible
Ø  Supports WAI-ARIA for dynamic content
Ø  WCAG2.0 AA, mandate 376 & section 508


Consistent across browsers
Ø  Renders on any
standards compliant
Browser
Ø  Renders on any
standards compliant
tablet or smartphone
Ø  Device driven and
optimized rendering


Implementing Open UI
Ø leverage existing configuration
Ø Upgrade to Siebel 8.1 or above & apply Innovation Pack 2012 (8.1.1.9)
Ø Review the Deployment Guide (Available on MOS)
Ø Clone UI object Manager and turn to Open UI mode!
Ø Import configuration, seed and SIF data for Open UI
Ø User acceptance test

Ø Open UI Client: no development, new features
Ø SI and HI Client: unchanged


Open UI – Value-add for the developer
Ø Open UI Rendering Framework supports
incremental platform improvements
Ø  Images/icon – adds new/refreshed icons/
images
Ø  Web Templates – adds new easy to use
templates with modern design
Ø  Javascript API - New API to allow open
extension of functionality
Ø  StyleSheets - New CSS for Open UI for
granular control
Ø  Transparent, open platform


Siebel Open UI
ü  User benefits
ü  Intuitive: Productive and easy to use
ü  Accessible: for all users
ü  Modern: Leading edge mobile device access.
ü  Mobile: standards based connected/disconnected use
ü  TCO/Deployment
ü  Browsers and devices are all on the same architecture
ü  No plugins! (ActiveX, Silverlight, Java, Flash)
ü  Use existing application definitions
ü  Deploy: URL & Credentials
ü  Integration & development
ü  Leverage existing development skills
ü  Flexibly supports enterprise integration


Open UI - Roadmap
User Experience
Industry Applications with Rich
Interfaces
ü  Brand effective user interactions for
Retail
ü  Banker’s Desktop
ü  Cross-Channel Citizen Service
Horizontal
ü  Process Flows for Sales and
Service
ü  Agent Dashboard for Service
ü  Partner Portal Enhancements with
integrated Loyalty


Questions?
Product Strategy: Holger Herbert

Development: Darshan Kumar

User Interface & UX: Oliver Seidel


Siebel CRM
Open UI Overview in Slides


Browser & OS
Integration
Ø  High Contrast Options
Ø  Zoom
Ø  Browser History

Ø  File Save As
Ø  Find


Native Print
Preview
Ø  Native Print Preview
Ø  Use installed printer
choices
Ø  Only renders content not
menus


File Upload /
Download Control
Ø  Supports File “Drag and
Drop”
Ø  Upload multiple files at
once
Ø  Upload large files

17

List & Forms
Ø  List & Form applet with
implicit Save, inline edit,
inline query
Ø  New Inline Search control


Pick applet
Ø  Pick applet standardized to a
common popup model


MVG Applets –
Selected
Ø  MVG applet standardized to
a common popup model
Ø  Show Selected by default


MVG Applets -
Available
Ø  MVG applet standardized
to a common popup model
Ø  Toggle between Selected
and Available


Calculator Control
Ø  Inline Calculator popup
control
Ø  “Use” or “Close” to close
popup


Currency Control
Ø  Inline currency popup


Date/Time Control
Ø  Inline Date control
Ø  Inline Date-Time control
when field is configured for
Date-Time


LOV Control w/
forward typing
Ø  Unbounded LOV support
type ahead where any
matching LOV value in the
list is displayed as user types


Resizable Text
Area Control
Ø  Text area/Description fields
can be resized on the fly for
data entry and reading


Explorer Control
Ø  Full featured explorer applets
to display hierarchical data


Attachments
Ø  Attachments control
supporting Drag n Drop and
ability to attach URLs


Calendar - Daily
Ø  Full featured calendar
Ø  Color coded by Status
Ø  Icons by Type

Ø  Supports Recurring, non-
recurring, multi-day events
Ø  Dynamic legend shows
colors in the calendar


Calendar - Weekly
Ø  Weekly view
Ø  Support for 5-day or 7 day
views
Ø  Support for First day of the
week


Calendar - Monthly
Ø  Monthly view


Calendar - Options
Ø  Change time zone
Ø  Calendar delegation


Calendar
Quick Selection
Ø  Switch to a specific day,
month, year quickly using the
date selection control
Ø  Go to Today’s calendar using
the “Today” button


Calendar
Advanced Tooltip
Ø  Configurable tool tip shows
data from multiple fields


Hierarchical
List Applets
Ø  Show hierarchical data within
a list applet as a mini tree


Product
Configurator
Ø  Full Screen
Ø  Re-Styled


Product
Configurator
Options
Ø  Intuitive color schemes


Product
Configurator
Conflict
Ø  Warning & Errors stand out


Product
Configurator
Messages
Ø  Real-time messages stand
out


Product
Configurator
Details
Ø  Chevron for easy access
back to main page


Notification List
Ø  New redesigned notifications
Ø  Replaces Message
Broadcasting service
Ø  Color bars to indicate
severity
Ø  Read vs. unread notifications


Notification Details
Ø  Access to notification details
Ø  Conveys additional
information


Sitemap Filter
Ø  Filter the Sitemap based on
criteria
Ø  Focus set directly on the filter
box
Ø  Filtering starts after typing 3
characters


Sitemap Filter
Results
Ø  No scrolling needed
Ø  Quick access to links


SmartScript
Ø  Restyled for consistent look
and feel


SmartScript
Ø  Refreshed icons for each
node
Ø  Web templates redesigned


SmartScript
Ø  Question navigator leverages
Tree explorer views


Task Based UI
Ø  Styling paradigm similar to
SmartScript
Ø  Rebuilt for Open UI


Task Based UI
Ø  Functional equivalent to High
Interactivity Client


Task Based UI
Ø  Typical Flow


CTI - Show
Ø  Redesigned and Rebuilt
Ø  JavaScript based toolbar
Ø  Very flexible and configurable

Ø  No longer a black box


CTI - Hide
Ø  Click to Show/hide


CTI – Undock
Ø  Hover to undock toolbar in a
non-modal window


CTI - Move
Ø  Move the undocked toolbar
as needed


Email / F9
Ø  Email on F9
Ø  Support attachments
Ø  Support templates


User Preferences
Navigation
Ø  Change navigation control
from Tab to Tree or visa
versa
Ø  Preference by user
Ø  Extensible – Add more
navigation paradigm


User Preferences
Theme
Ø  Change Application themes
Ø  Preference by user
Ø  Powerful theming framework

Ø  Extensible – Add more
themes


Accordion
Navigation
Ø  Change Navigation Control
to Tree, Logout/in to see the
change


Accordion
Navigation
Collapsed
Ø  Collapse the Accordion style
navigation to maximize
screen real estate


Charts
Ø  Chart integration built OOTB


Reports
Generation
Ø  Report generation using BI Publisher


Reports - Access
Ø  Access generated reports
from the BI Publisher screen


Graphic Section Divider


Siebel CRM: Open UI

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