A new UML for CRM

One unfied process, one methodology, one tool
GO VISUAL!
A new UML for CRM
For
June 2009
Disclaimer: Siebel, Siebel CRM and Oracle Siebel CRM are Oracle Trademarks. Crm-Up and Meta Tools are original Crm-UP Trademarks.
All Crm-Up documentation and materials are subject to International copy-right laws.

Contents
Introduction
Why a modeling language?
Why UML is not that adopted?
Improved CRM modeling with
innovation
…and much more
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Clear your Oracle Siebel CRM projects’ sky

Introduction
is a visual architecturing platform supporting Oracle Siebel implementation projects.
It is the result of research, CRM implementation projects experience, pitfalls analysis and unification of recent IT best practices (ITIL, PRINCE2, RUP, etc.)
It provides UML-compliant life-cycle support based on the Crm-Up methodology
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Introduction
Methodologies, standards, best practices, etc.
All tell you what to do, but no one gives you the right tool to do it!
The Crm-UP methodology scoops the competition by offering not only the guidelines but also the tools to apply them
Clear your Siebel project’s sky with
One Unified Process, One Methodology, One Tool
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and

Contents
Introduction
innovation
…and much more
5

A modeling language can guide a project by:
Being structured and detailed
Supporting software design and quality
Facilitating communication with a high degree of precision
Structuring the project models in diagrams and ordering tasks
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Why a modeling language
UML, standard de facto modeling language, can introduce a structured project approach

Business Analysis – from requirements gathering to analysis by a unified modeling language
Application design
Communication improvements, even for distributed teams
Building a strong baseline since the first steps
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The good UML
UML had positive arguments for
project life-cycle adoption:
A project needs solid grounds to grow high

Contents
Introduction
innovation
…and much more
8

Although many Siebel CRM projects would benefit from UML advantages, the arguments against it’s use are strong:
Syntactically and semantically complex
Heavy to introduce in existing projects
Perceived as being related to technical development and not the entire project life-cycle
Lacking answers to specific CRM and packaged applications requirements
Requires learning a new “language” and strict rules
Its evolution towards complexity and code rather than simplicity and analysis
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MetaTools uses a new powerful modeling language, yet still UML-compliant
The Crm-Up methodology is solidly founded, as inspired by the RUP (Rational Unified Process) and UML, but effortless to apply and much more pragmatic
Both Crm-Up methodology and MetaTools are founded on advanced research in modeling languages, confirmed by direct industrial practices
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A turning point…
exploits UML strong foundations, extends them and raises up your CRM project
Solid foundations allow to reach new heights

Contents
Introduction
Improved CRM modeling with innovation
…and much more
11

Improved CRM modeling with MetaTools innovation
makes CRM modeling possible
Simplifies the approach with dedicated CRM domain and Siebel elements and diagrams
Ease adoption in ongoing projects with the flexible component-based methodology and specific ad-hoc automations
Entire project life-cycle support for all stakeholders: from end users to IT team
Easy and simple representations that facilitate application understanding (business and technical wise)
Intuitive tool usage: no need to learn new languages
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Structure your Siebel CRM project and assure its success with MetaTools

Simplifies the approach with dedicated elements and diagrams:
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CRM model – specific actors, use cases and processes with related diagrams; a special diagram is dedicated to CRM domain modeling
Siebel model – all the three layers elements including inter-relationships’ architecture, parameters’ details coverage and advanced model analysis functionalities

Everything is interconected and easy to find from use cases…
CRM Use Cases Model
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… to related processes…
CRM Use Cases Model
CRM Process Analysis Model
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… and corresponding CRM domain and Siebel models…
CRM Use Cases Model
CRM Process Analysis Model
CRM Domain Model
Siebel Model
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…with all needed information at hand
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Parameters are available for each element, from any diagram

Ease adoption in ongoing projects with the flexible component-based methodology and specific automations
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You can start using MetaTools immediatelly, indipendently from the status of the project you’re currently focusing on
Base your project on the effort you’ve already put in customizing your Siebel application and create:
An Automatic Business Analysis Baseline – with all the needed information for starting a solid business analysis
An automatic Siebel application overview with theBottom-Up approach, designing for you the existing application, facilitating visual model analysis, version comparison and application coverage.

Construct an Automatic business analysis baseline directly from your existing application
Discover responsibilities and accesses at a glance
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Depict a clear organizational structure
Map existing implemented processes and application flows

Bottom-UPapproach
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Siebel vanilla comparison support and model analysis functionalities
Automatic Siebel customized application design
Visual analysis for intuitive application understanding

Not just technical perspective, but entire project life-cycle support
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All needed support for requirements gathering and analysis, process modelling and analysis, domain knowledge modeling, application design and analysis
Everything with automatic documentation
And support for much more: change management, testing, training and user material creation

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One common knowledge base for all project stakeholders, one
repository for the entire project!
™
MetaTools
Go Visual!
Copyright 2009. MetaTools™ is a Crm-Up© tradermark. All rights reserved
Management
Business Analist
Project Manager
IT Specialist
Change and Quality Management
Risk and impact assesment
Business Comissioner
End User

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One common knowledge base for all project stakeholders, one
repository for the entire project!
™
MetaTools
Go Visual!
Automatic documentation
Just one click away!

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Automatic documentation for everything, from requirements to training material, passing by application design…
™
MetaTools
Go Visual!
Sign Off documentation: requirements and mapping functional specifications
Requiremetns documentation: use cases and processes

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… and dedicated documentation templates, customizable for your organizational needs
™
MetaTools
Go Visual!
Project status automatic presentation
Technical Design documentation

is easy and straightforward to use, exploiting intuitive yet information-rich representations
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The four MetaTools models capture project knowledge in one unique visual (and text aided) repository

Contents
Introduction
innovation
…and much more
27

Innovation does not stop here!
Several other functionalities support your Siebel team:
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… and much more
Uncover standard functionality with the Siebel out-of-the-box Visual Blueprint
Multi-repository import, facilitating comparison and versioning
Change management support with clear visual overview of the application
Risk and impact analysis made easy
Improve consultants’ work review and control
Prevents resources’ waste in communication,
documentation and application analysis
Start building training material from the beginning,
effortlessly and coherently with your business
… and a huge lot more!

More information
and
Find out more on how to construct a solid Siebel solution!
See our online presentations: http://www.slideshare.net/CrmUp
Visit our web site: www.crm-up.com
Request further material, personalized presentations and proof of concepts: info@crm-up.com
Raise Up your Siebel CRM solution!
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And remember…
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Thank you
GO VISUAL!
Disclaimer: Siebel, Siebel CRM and Oracle Siebel CRM are Oracle Trademarks. Crm-Up and Meta Tools are original Crm-UP Trademarks.