A new UML for CRM

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    A new UML for CRM - Presentation Transcript

    1. 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.
    2. Contents
      All Crm-Up documentation and materials are subject to International copy-right laws.
      Introduction
      Why a modeling language?
      Why UML is not that adopted?
      Improved CRM modeling with
      innovation
      …and much more
      2
      Clear your Oracle Siebel CRM projects’ sky
    3. Introduction
      All Crm-Up documentation and materials are subject to International copy-right laws.
      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
      3
    4. 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
      All Crm-Up documentation and materials are subject to International copy-right laws.
      4
      and
    5. Contents
      All Crm-Up documentation and materials are subject to International copy-right laws.
      Introduction
      Why a modeling language?
      Why UML is not that adopted?
      Improved CRM modeling with
      innovation
      …and much more
      5
      Clear your Oracle Siebel CRM projects’ sky
    6. All Crm-Up documentation and materials are subject to International copy-right laws.
      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
      6
      Why a modeling language
      UML, standard de facto modeling language, can introduce a structured project approach
    7. All Crm-Up documentation and materials are subject to International copy-right laws.
      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
      7
      The good UML
      UML had positive arguments for
      project life-cycle adoption:
      A project needs solid grounds to grow high
    8. Contents
      All Crm-Up documentation and materials are subject to International copy-right laws.
      Introduction
      Why a modeling language?
      Why UML is not that adopted?
      Improved CRM modeling with
      innovation
      …and much more
      8
      Clear your Oracle Siebel CRM projects’ sky
    9. Why UML is not that adopted?
      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
      All Crm-Up documentation and materials are subject to International copy-right laws.
      9
    10. All Crm-Up documentation and materials are subject to International copy-right laws.
      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
      10
      A turning point…
      exploits UML strong foundations, extends them and raises up your CRM project
      Solid foundations allow to reach new heights
    11. Contents
      All Crm-Up documentation and materials are subject to International copy-right laws.
      Introduction
      Why a modeling language?
      Why UML is not that adopted?
      Improved CRM modeling with innovation
      …and much more
      11
      Clear your Oracle Siebel CRM projects’ sky
    12. All Crm-Up documentation and materials are subject to International copy-right laws.
      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
      12
      Structure your Siebel CRM project and assure its success with MetaTools
    13. All Crm-Up documentation and materials are subject to International copy-right laws.
      Simplifies the approach with dedicated elements and diagrams:
      13
      Improved CRM modeling with MetaTools innovation
      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
    14. Improved CRM modeling with MetaTools innovation
      Everything is interconected and easy to find from use cases…
      CRM Use Cases Model
      All Crm-Up documentation and materials are subject to International copy-right laws.
      14
    15. Improved CRM modeling with MetaTools innovation
      … to related processes…
      CRM Use Cases Model
      CRM Process Analysis Model
      All Crm-Up documentation and materials are subject to International copy-right laws.
      15
    16. Improved CRM modeling with MetaTools innovation
      … and corresponding CRM domain and Siebel models…
      CRM Use Cases Model
      CRM Process Analysis Model
      CRM Domain Model
      Siebel Model
      16
      All Crm-Up documentation and materials are subject to International copy-right laws.
    17. All Crm-Up documentation and materials are subject to International copy-right laws.
      …with all needed information at hand
      17
      Improved CRM modeling with MetaTools innovation
      Parameters are available for each element, from any diagram
    18. All Crm-Up documentation and materials are subject to International copy-right laws.
      Ease adoption in ongoing projects with the flexible component-based methodology and specific automations
      18
      Improved CRM modeling with MetaTools innovation
      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.
    19. All Crm-Up documentation and materials are subject to International copy-right laws.
      Construct an Automatic business analysis baseline directly from your existing application
      Discover responsibilities and accesses at a glance
      19
      Improved CRM modeling with MetaTools innovation
      Depict a clear organizational structure
      Map existing implemented processes and application flows
    20. All Crm-Up documentation and materials are subject to International copy-right laws.
      Bottom-UPapproach
      20
      Improved CRM modeling with MetaTools innovation
      Siebel vanilla comparison support and model analysis functionalities
      Automatic Siebel customized application design
      Visual analysis for intuitive application understanding
    21. All Crm-Up documentation and materials are subject to International copy-right laws.
      Not just technical perspective, but entire project life-cycle support
      21
      Improved CRM modeling with MetaTools innovation
      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
    22. All Crm-Up documentation and materials are subject to International copy-right laws.
      22
      Improved CRM modeling with MetaTools innovation
      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
    23. All Crm-Up documentation and materials are subject to International copy-right laws.
      23
      Improved CRM modeling with MetaTools innovation
      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
      Automatic documentation
      Just one click away!
    24. All Crm-Up documentation and materials are subject to International copy-right laws.
      24
      Improved CRM modeling with MetaTools innovation
      Automatic documentation for everything, from requirements to training material, passing by application design…

      MetaTools
      Go Visual!
      Copyright 2009. MetaTools™ is a Crm-Up© tradermark. All rights reserved
      Automatic documentation
      Sign Off documentation: requirements and mapping functional specifications
      Requiremetns documentation: use cases and processes
      Just one click away!
    25. All Crm-Up documentation and materials are subject to International copy-right laws.
      25
      Improved CRM modeling with MetaTools innovation
      … and dedicated documentation templates, customizable for your organizational needs

      MetaTools
      Go Visual!
      Copyright 2009. MetaTools™ is a Crm-Up© tradermark. All rights reserved
      Project status automatic presentation
      Automatic documentation
      Technical Design documentation
      Just one click away!
    26. All Crm-Up documentation and materials are subject to International copy-right laws.
      is easy and straightforward to use, exploiting intuitive yet information-rich representations
      26
      Improved CRM modeling with MetaTools innovation
      The four MetaTools models capture project knowledge in one unique visual (and text aided) repository
    27. Contents
      All Crm-Up documentation and materials are subject to International copy-right laws.
      Introduction
      Why a modeling language?
      Why UML is not that adopted?
      Improved CRM modeling with
      innovation
      …and much more
      27
      Clear your Oracle Siebel CRM projects’ sky
    28. All Crm-Up documentation and materials are subject to International copy-right laws.
      Innovation does not stop here!
      Several other functionalities support your Siebel team:
      28
      … 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!
    29. All Crm-Up documentation and materials are subject to International copy-right laws.
      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!
      29
    30. And remember…
      30
      All Crm-Up documentation and materials are subject to International copy-right laws.
      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.

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