Crm-Up MetaTools V 1.1

Loading...

Flash Player 9 (or above) is needed to view presentations.
We have detected that you do not have it on your computer. To install it, go here.

0 comments

Post a comment

    Post a comment
    Embed Video
    Edit your comment Cancel

    Notes on slide 1

    Is the result of research, analysis of various Siebel implementation projects and their common pittfals it also unifies some of the best practices that have been introduced in the last years in the IT field (ITIL, PRINCE2, RUP, etc.)Entire life-cycle support based on CrmUP

    Research has shown that CRM projects failure rates vary from 80% to 30% while we all know the low satisfaction of end-users with customized Siebel applications (unfortunately now associated with bad user experience). Crm-Up research estimates that around 85% of Siebel end-users are not satisfied with the application performance and its functionalities.

    Common problems for CRM projects:Unclear requirements weaken implementationCommunication problems among stakeholders due to no common languageNo mapping of processes and applications, trying to do everything at onceLack of quality documentation and no knowledge sharing across teamsNo overview of application functionality and impact of implemented solutionsRestrained (crisis) budget, lack of resourcesImpossibility to control and evaluate (external) consultants workDelayed releases and poor performance determine unsatisfied end usersScript overburden customizations with subsequent maintenance problems, etc.

    Common problems for CRM projects:Unclear requirements weaken implementationCommunication problems among stakeholders due to no common languageNo mapping of processes and aplications trying to do everything at onceLack of quality documentation and no knowledge sharing across teamsNo overview of application functionality and impact of implemented solutionsRestrained (crisis) budget, lack of resourcesImpossibility to control and evaluate (external) consultants workDelayed releases and poor performance determine unsatisfied end usersScript overburden customizations with subsequent maintenance problems, etc.

    Common problems for CRM projects:Unclear requirements weaken implementationCommunication problems among stakeholders due to no common languageNo mapping of processes and applications, trying to do everything at onceLack of quality documentation and no knowledge sharing across teamsNo overview of application functionality and impact of implemented solutionsRestrained (crisis) budget, lack of resourcesImpossibility to control and evaluate (external) consultants workDelayed releases and poor performance determine unsatisfied end usersScript overburden customizations with subsequent maintenance problems, etc.

    Common problems for CRM projects:Unclear requirements weaken implementationCommunication problems among stakeholders due to no common languageNo mapping of processes and applications trying to do everything at onceLack of quality documentation and no knowledge sharing across teamsNo overview of application functionality and impact of implemented solutionsRestrained (crisis) budget, lack of resourcesImpossibility to control and evaluate (external) consultants workDelayed releases and poor performance determine unsatisfied end usersScript overburden customizations with subsequent maintenance problems, etc.

    (not from abstract theories that start from conceptual levels and collide too late with concrete implementation issues)Sun behind

    Metodologia a componentiOne Unified Process, One Methodology, One Tool

    Process with view for step

    Process with view for step

    Intelligent organization reelaborate recofingure redistribute prevents

    Workflow – nome + swimlaneRiutilizziamo il lavoro fatto – soldi ed risorse spese nel fare l’applicazione siebel To come: activity templates

    Vanilla Enhanced visualisationTableSi parte dall’applciazione, dal repository e si refine la BA e poi si torna verso l’applicazioneDeparting from zero follow the 4 stepsIf not start from zero – modular approach – you can start with the needed model importing the needed part

    With visual representations – it becomes easier to express procedural knowledge, create and modify new understandings of problems and solutionsMetaTools provide the place for analysis and extensions, increasing the knowledgeEasy accessible storage and sharing point, with automated documentation and knowledge persistence insuranceOne logical thread links requirements to design and implementation, creating the needed relationships for learning and internal knowledge development.

    Use case + viewMT application killerUnified requirements gathering and analysis – improve communication and coordination, eliminate ambiguity and reduces misunderstandingsChange and customization reviews by straight visual analysisUnderstand both vanilla and customized application - grasp elements and relationships at a glance, find problems and solve themSiebel out-of-the-box visual blueprint - alternatives and basis for new ideas, reuse of out-of-the-box functionalities, favors Oracle Siebel customization best-practices Visual application design - easy application modeling, risks analysis, technical impact and business process impact assessments with facilitated reviews and evaluationsAutomatic documentation creation and maintenance

    Process + arch collegati alla vista ParametersworkflowMT application killerUnified requirements gathering and analysis – improve communication and coordination, eliminate ambiguity and reduces misunderstandingsChange and customization reviews by straight visual analysisUnderstand both vanilla and customized application - grasp elements and relationships at a glance, find problems and solve themSiebel out-of-the-box visual blueprint - alternatives and basis for new ideas, reuse of out-of-the-box functionalities, favors Oracle Siebel customization best-practices Visual application design - easy application modeling, risks analysis, technical impact and business process impact assessments with facilitated reviews and evaluationsAutomatic documentation creation and maintenance

    MT application killerUnified requirements gathering and analysis – improve communication and coordination, eliminate ambiguity and reduces misunderstandingsChange and customization reviews by straight visual analysisUnderstand both vanilla and customized application - grasp elements and relationships at a glance, find problems and solve themSiebel out-of-the-box visual blueprint - alternatives and basis for new ideas, reuse of out-of-the-box functionalities, favors Oracle Siebel customization best-practices Visual application design - easy application modeling, risks analysis, technical impact and business process impact assessments with facilitated reviews and evaluationsAutomatic documentation creation and maintenance

    MT application killerUnified requirements gathering and analysis – improve communication and coordination, eliminate ambiguity and reduces misunderstandingsChange and customization reviews by straight visual analysisUnderstand both vanilla and customized application - grasp elements and relationships at a glance, find problems and solve themSiebel out-of-the-box visual blueprint - alternatives and basis for new ideas, reuse of out-of-the-box functionalities, favors Oracle Siebel customization best-practices Visual application design - easy application modeling, risks analysis, technical impact and business process impact assessments with facilitated reviews and evaluationsAutomatic documentation creation and maintenance

    No realization but direct connectionResponsability, arch  for risk and impactMT application killerUnified requirements gathering and analysis – improve communication and coordination, eliminate ambiguity and reduces misunderstandingsChange and customization reviews by straight visual analysisUnderstand both vanilla and customized application - grasp elements and relationships at a glance, find problems and solve themSiebel out-of-the-box visual blueprint - alternatives and basis for new ideas, reuse of out-of-the-box functionalities, favors Oracle Siebel customization best-practices Visual application design - easy application modeling, risks analysis, technical impact and business process impact assessments with facilitated reviews and evaluationsAutomatic documentation creation and maintenance

    MT application killerUnified requirements gathering and analysis – improve communication and coordination, eliminate ambiguity and reduces misunderstandingsChange and customization reviews by straight visual analysisUnderstand both vanilla and customized application - grasp elements and relationships at a glance, find problems and solve themSiebel out-of-the-box visual blueprint - alternatives and basis for new ideas, reuse of out-of-the-box functionalities, favors Oracle Siebel customization best-practices Visual application design - easy application modeling, risks analysis, technical impact and business process impact assessments with facilitated reviews and evaluationsAutomatic documentation creation and maintenance

    Management – support project/release/configuration/change management throughout the process by improved control over releases and features Guided structural approach – Crm-Up and best practices indicate the path, while MetaTools provides support for standards’ implementation Improve overall communication – all stakeholders can express themselves and understand others Organizational processes and standards repository – all needed project knowledge in one visual and shared repository Test, help desk and training support - use cases and processes descriptions become the base for scenarios, assuring project scope coverage and helpdesk support for end users

    CRM-Up – png without reflex Easy maintenance and improved application performance - knowledge transfer and storage, visual support for application analysis, impact assessment, etc.Better control over application and resources – facilitated work evaluation, application alternatives understanding, reduced risk Lower total cost of ownership – accelerate implementation process, solve problems with less consultancy support, stable and error proof approach reduces unnecessary waste Shared approach for all stakeholders Increase stakeholder satisfaction and assure project success

    Show parametersNext releases will incorporate direct visual Model Drive Customization, facilitating passage from design to application modification.Simulation of business and application process flows will highlight bottlenecks and other issues.And much more, such as extending MetaTools domain to CRM integration with the organizational technical environment and even a special ERP module.

    Next releases will incorporate direct visual Model Drive Customization, facilitating passage from design to application modification.Simulation of business and application process flows will highlight bottlenecks and other issues.And much more, such as extending MetaTools domain to CRM integration with the organizational technical environment and even a special ERP module.

    2 Favorites

    Crm-Up MetaTools V 1.1 - Presentation Transcript

    1. for Oracle Siebel
      Target a sunny sky with your Oracle Siebel CRM
      May 2009
      All Crm-Up documentation and materials are subject to International copy-right laws.
      1
      GO VISUAL!
    2. Contents
      All Crm-Up documentation and materials are subject to International copy-right laws.
      • Introduction
      • Cloudy skies for CRM projects
      • MetaTools innovation clears
      the horizon
      • MetaTools means…
      • MetaTools by SaaS
      • Advantages at a glance
      • Coming soon
      2
      Target a sunny sky with your Oracle Siebel CRM
    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, project experience, pitfalls analysis and unification of recent IT best practices (ITIL, PRINCE2, RUP, etc.)
      It provides entire life-cycle support based on the Crm-Up methodology
      3
    4. Introduction
      All Crm-Up documentation and materials are subject to International copy-right laws.
      is driven by:
      • Visual approach – helps improving communication, negotiation and coordination among the various project stakeholders
      • Automation – reduces time, resources and costs employed in customizing, managing and maintaining Oracle Siebel CRM packaged applications
      4
    5. Introduction
      All Crm-Up documentation and materials are subject to International copy-right laws.
      An image is worth a thousand words
      Visual revolution
      5
    6. Introduction
      All Crm-Up documentation and materials are subject to International copy-right laws.
      Automations
      • Automated Oracle Siebel mapping in visual diagrams (with dedicated model)
      • Application architecture analysis
      • Automated documentation
      • Requirements - visual solution binding
      • More…
      At work for you
      6
    7. Contents
      All Crm-Up documentation and materials are subject to International copy-right laws.
      • Introduction
      • Cloudy skies for CRM projects
      • MetaTools innovation clears
      the horizon
      • MetaTools means…
      • MetaTools by SaaS
      • Advantages at a glance
      • Coming soon
      7
      Target a sunny sky with your Oracle Siebel CRM
    8. Cloudy skies for CRM projects
      Ambigous requirements and project roles
      Lack of a shared communication language and channel
      Unreachable Knowledge Management
      Excessive - unsuitable documentation
      All Crm-Up documentation and materials are subject to International copy-right laws.
      8
    9. All Crm-Up documentation and materials are subject to International copy-right laws.
      Cloudy skies for CRM projects
      Lack of functional overview
      Impact and risk analysis deficiencies
      Maintenace problems
      Overburden application
      9
    10. All Crm-Up documentation and materials are subject to International copy-right laws.
      Cloudy skies for CRM projects
      10
      Impossible to evaluate and review efficiently
      No control over consultants’ work
    11. All Crm-Up documentation and materials are subject to International copy-right laws.
      Cloudy skies for CRM projects
      11
      Poor performance
      Delayed release
      Resources wasting
    12. Contents
      All Crm-Up documentation and materials are subject to International copy-right laws.
      • Introduction
      • Cloudy skies for CRM projects
      • MetaTools innovation clears
      the horizon
      • MetaTools means…
      • MetaTools by SaaS
      • Advantages at a glance
      • Coming soon
      12
      Target a sunny sky with your Oracle Siebel CRM
    13. Methodologies, standards, best practices, etc.
      All tell you what to do, but no one gives you the right tool to do it!
      Provide the needed support for improving your project and clearing up existing problems!
      Crm-Up methodology is flexible and, as no one else does, allows you to start the improvement process from your customized application
      All Crm-Up documentation and materials are subject to International copy-right laws.
      13
      MetaTools innovation clears the horizon
      and
    14. All Crm-Up documentation and materials are subject to International copy-right laws.
      MetaTools innovation clears the horizon
      MetaTools is the methodology implementation tool
      • Component based methodology
      • Structured and flexible approach specifically dedicated to CRM projects and package applications
      • Employs visual models throughout the entire life-cycle, with one supporting tool: from requirements and business analysis to solutions by application design
      14
    15. All Crm-Up documentation and materials are subject to International copy-right laws.
      MetaTools innovation clears the horizon
      : one visual application repository for the entire project
      Requirements - gathering and analysis:
      CRM Business Use Cases Model – represents business objectives, describes the organization scenarios
      15
    16. All Crm-Up documentation and materials are subject to International copy-right laws.
      MetaTools innovation clears the horizon
      : one visual application repository for the entire project
      Requirements - gathering and analysis:
      CRM Business Analysis Model - depicts business processes related to use cases, differentiating between pure business activities and application steps
      16
    17. All Crm-Up documentation and materials are subject to International copy-right laws.
      Specifications - business and application:
      CRM Domain Model - the main conceptual objects, specific to the organization’s CRM strategy, that are impacted during implementation, their relationships, interactions, etc.
      17
      MetaTools innovation clears the horizon
      : one visual application repository for the entire project
    18. All Crm-Up documentation and materials are subject to International copy-right laws.
      Specifications - business and application:
      Siebel Model – visual representation of application’s architecture
      18
      MetaTools innovation clears the horizon
      : one visual application repository for the entire project
    19. MetaTools innovation clears the horizon
      One thread connects all elements
      CRM Business Use Cases Model
      All Crm-Up documentation and materials are subject to International copy-right laws.
      19
    20. MetaTools innovation clears the horizon
      One thread connects all elements
      CRM Business Use Cases Model
      CRM Business Analysis Model
      All Crm-Up documentation and materials are subject to International copy-right laws.
      20
    21. MetaTools innovation clears the horizon
      One thread connects all elements
      CRM Business Use Cases Model
      CRM Business Analysis Model
      CRM Domain Model
      Siebel Model
      All Crm-Up documentation and materials are subject to International copy-right laws.
      21
    22. All Crm-Up documentation and materials are subject to International copy-right laws.
      MetaTools innovation clears the horizon
      blows away project clouds
      • Shared visual language to get improved requirements, raised communication and coordination, while being UML compliant
      • Processes and application mapping supported by Siebel out-of-the-box visual blueprint
      • Easy change evaluation and management
      • Automated documentation creation and maintenance
      • Facilitated impact and risk analysis
      • Improve consultants’ work review and control
      • Prevents resources’ waste
      22
    23. Contents
      All Crm-Up documentation and materials are subject to International copy-right laws.
      • Introduction
      • Cloudy skies for CRM projects
      • MetaTools innovation clears
      the horizon
      • MetaTools means…
      • MetaTools by SaaS
      • Advantages at a glance
      • Coming soon
      23
      Target a sunny sky with your Oracle Siebel CRM
    24. All Crm-Up documentation and materials are subject to International copy-right laws.
      Get an automatic business analysis baseline directly from your existing application
      Responsibilities and accesses at a glance
      24
      MetaTools means…
      Clear organizational structure
      Existing implemented processes
    25. All Crm-Up documentation and materials are subject to International copy-right laws.
      bottom-UP approach
      25
      MetaTools means…
      Siebel vanilla comparison support
      Siebel customized application mapping
      Visual analysis
      Know your application for solution success!
    26. All Crm-Up documentation and materials are subject to International copy-right laws.
      MetaTools means…
      Related elements automated get
      Instead of endless Siebel Tools navigation
      automation
      26
      Drag and drop analyzed element
      Choose get related elements function
      See elements and relationships architecture
      An easy overview in seconds!
    27. All Crm-Up documentation and materials are subject to International copy-right laws.
      All needed information
      27
      MetaTools means…
      All needed element parameters are available from each diagram
    28. All Crm-Up documentation and materials are subject to International copy-right laws.
      28
      MetaTools means…
      Repository search: find needed element
      The FIND functionality retrieves all elements that corespond to the search key
      For easy identification, MetaTools indicates where the element is located in the repository tree
    29. All Crm-Up documentation and materials are subject to International copy-right laws.
      MetaTools means…
      Application analysis at a glance!
      Instead of
      Siebel Tools
      Select analyzed element with associated GUI address
      29
    30. All Crm-Up documentation and materials are subject to International copy-right laws.
      MetaTools means…
      Application analysis at a glance!
      Navigate directly to desired GUI object
      30
    31. All Crm-Up documentation and materials are subject to International copy-right laws.
      MetaTools means…
      Application analysis at a glance!
      From each element you can navigate to related use cases or
      31
      processes
    32. All Crm-Up documentation and materials are subject to International copy-right laws.
      MetaTools means…
      Documentation lifecycle support
      Reduce redundancy, repetitions and ambiguity
      Create documentation automatically
      32
    33. All Crm-Up documentation and materials are subject to International copy-right laws.
      MetaTools means…
      Documentation lifecycle support
      Reduce redundancy, repetitions and ambiguity
      Continue customization
      Multilanguage support
      Painless updated documentation ready for knowledge transfer!
      33
    34. All Crm-Up documentation and materials are subject to International copy-right laws.
      MetaTools means…
      One common knowledge base for all project stakeholders (the first ITIL CMDB concrete implementation for the CRM domain) – one repository for everything!
      34
      Management
      Project Manager
      IT Specialist
      Just one click away!
      Business Actor
      Business Analist
    35. Contents
      All Crm-Up documentation and materials are subject to International copy-right laws.
      • Introduction
      • Cloudy skies for CRM projects
      • MetaTools innovation clears
      the horizon
      • MetaTools means…
      • MetaTools by SaaS
      • Advantages at a glance
      • Coming soon
      35
      Target a sunny sky with your Oracle Siebel CRM
    36. All Crm-Up documentation and materials are subject to International copy-right laws.
      MetaTools by SaaS
      • Accelerated application deployment – no new hardware and installation; ready to use at your convenience
      • Knowledge always at hand - accessible anywhere, anytime
      • Environment maintenance – transparent update, bug fixing, patch releases with no impact on availability
      • Security – dedicated protected environment and professionals, firewall protected connection
      • Dedicated space on server, always protected, where you can backup system information
      • Online support: our professionals, skilled in Crm-Up methodology, MetaTools and Siebel CRM, any time there for you!
      36
    37. Contents
      All Crm-Up documentation and materials are subject to International copy-right laws.
      • Introduction
      • Cloudy skies for CRM projects
      • MetaTools innovation clears
      the horizon
      • MetaTools means…
      • MetaTools by SaaS
      • Advantages at a glance
      • Coming soon
      37
      Target a sunny sky with your Oracle Siebel CRM
    38. All Crm-Up documentation and materials are subject to International copy-right laws.
      Advantages at a glance
      Short-term
      Communicate
      IT Specialist
      38
      Better communication
      Business Actor
    39. All Crm-Up documentation and materials are subject to International copy-right laws.
      39
      Advantages at a glance
      Short-term
      Better communication
      Brighten application understanding
      Improve Siebel application
    40. All Crm-Up documentation and materials are subject to International copy-right laws.
      Advantages at a glance
      Short-term
      40
      Better communication
      Brighten application understanding
      Improve Siebel application
      Automate zero-cost documentation
    41. All Crm-Up documentation and materials are subject to International copy-right laws.
      Advantages at a glance
      Short-term
      41
      Better communication
      Brighten application understanding
      Improve Siebel application
      Automate zero-cost documentation
      Architecture and processes foundation with Siebel
      out-of-the-box Visual Blueprint
    42. All Crm-Up documentation and materials are subject to International copy-right laws.
      Short-term
      42
      Advantages at a glance
      Better communication
      Brighten application understanding
      Improve Siebel application
      Facilitate risk and impact analysis
      Automate zero-cost documentation
      Architecture and processes foundation with Siebel
      out-of-the-box Visual Blueprint
    43. All Crm-Up documentation and materials are subject to International copy-right laws.
      Short-term
      43
      Advantages at a glance
      Better communication
      Brighten application understanding
      Ease change review and evaluation
      Improve Siebel application
      Facilitate risk and impact analysis
      Automate zero-cost documentation
      Architecture and processes foundation with Siebel
      out-of-the-box Visual Blueprint
    44. All Crm-Up documentation and materials are subject to International copy-right laws.
      Advantages at a glance
      Immediate benefits:
      44
    45. All Crm-Up documentation and materials are subject to International copy-right laws.
      Advantages at a glance
      Immediate benefits:
      45
    46. All Crm-Up documentation and materials are subject to International copy-right laws.
      Advantages at a glance
      Immediate benefits:
      46
    47. All Crm-Up documentation and materials are subject to International copy-right laws.
      Advantages at a glance
      Mid-term
      47
      Increased control over releases and features
      Guided structural yet flexible approach
      Improved overall collaboration
      Reduced application change risk
      Unique organizational repository for requirements, processes and application solutions
      Visual support from implementation to test, help desk and training
    48. All Crm-Up documentation and materials are subject to International copy-right laws.
      Long-term
      48
      Advantages at a glance
      Complete control over application and resources
      Easy maintenance and improved application performance
      Lower total cost of ownership
      Reduced unnecessary waste
      Improved Knowledge Management
      Unified approach for all stakeholders
      Assure stakeholder satisfaction and project success
    49. Contents
      All Crm-Up documentation and materials are subject to International copy-right laws.
      • Introduction
      • Cloudy skies for CRM projects
      • MetaTools innovation clears
      the horizon
      • MetaTools means…
      • MetaTools by SaaS
      • Advantages at a glance
      • Coming soon
      49
      Target a sunny sky with your Oracle Siebel CRM
    50. All Crm-Up documentation and materials are subject to International copy-right laws.
      Coming soon
      MetaTools innovation is not stopping here
      Model Driven Customization
      Siebel
      50
    51. All Crm-Up documentation and materials are subject to International copy-right laws.
      Coming soon
      MetaTools innovation is not stopping here
      New developments
      51
    52. More information can be found online:
      www.crm-up.com
      Or directly contact us for demonstrations, life demos, or webcasts:
      info@crm-up.com
      52
      All Crm-Up documentation and materials are subject to International copy-right laws.
      More information
      Disclaimer: Siebel, Siebel CRM and Oracle Siebel CRM are Oracle TM. Crm-Up and Meta Tools is an original TM of Crm-UP
    53. And remember…
      53
      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.
    SlideShare Zeitgeist 2009

    + Crm UpCrm Up Nominate

    custom

    398 views, 2 favs, 0 embeds more stats

    MetaTools is an inovative architecturing platform t more

    More info about this document

    © All Rights Reserved

    Go to text version

    • Total Views 398
      • 398 on SlideShare
      • 0 from embeds
    • Comments 0
    • Favorites 2
    • Downloads 0
    Most viewed embeds

    more

    All embeds

    less

    Flagged as inappropriate Flag as inappropriate
    Flag as inappropriate

    Select your reason for flagging this presentation as inappropriate. If needed, use the feedback form to let us know more details.

    Cancel
    File a copyright complaint
    Having problems? Go to our helpdesk?

    Categories

    Tags

    more
    -->
    What's New

    © 2009 SlideShare Inc. All rights reserved.