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Siebel CRM: Open UI

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Oracle Open World 2012

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    Siebel CRM: Open UI Siebel CRM: Open UI Presentation Transcript

    • Siebel CRM: Open UIDarshan KumarHolger HerbertOliver Seidel1 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.2 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Siebel CRMOpen UI Demonstration3 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Behind the scenes Desktop Controls Mobile Controls Open UI Framework Tools/SRF Web Templates Server Scripting Server Integration 4 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Defining the CRM interaction User Sentiment User comfort, preferences Experience User & familiarity Technology, Clients and Usability Centered Devices CRM Business Logic & Utility Interaction Process Drivers5 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Open UI: Introducing the ReleaseØ Platform for desktop, mobile, connected, disconnectedØ 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 usabilityØ Accessibility.Ø Easy to deploy & configure for a variety of clients: Ø  URL & Credentials Ø  Uses standards to flexibly integrate Ø  Highly configurable 6 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • 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 5087 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Consistent across browsers Ø  Renders on any standards compliant Browser Ø  Renders on any standards compliant tablet or smartphone Ø  Device driven and optimized rendering8 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • 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: unchanged9 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Open UI – Value-add for the developerØ 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 platform10 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • 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 integration11 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Open UI - Roadmap User ExperienceIndustry Applications with RichInterfacesü  Brand effective user interactions for Retailü  Banker’s Desktopü  Cross-Channel Citizen ServiceHorizontalü  Process Flows for Sales and Serviceü  Agent Dashboard for Serviceü  Partner Portal Enhancements with integrated Loyalty 12 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Questions?Product Strategy: Holger HerbertDevelopment: Darshan KumarUser Interface & UX: Oliver Seidel13 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Siebel CRMOpen UI Overview in Slides14 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Browser & OSIntegrationØ  High Contrast OptionsØ  ZoomØ  Browser HistoryØ  File Save AsØ  Find 15 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Native PrintPreviewØ  Native Print PreviewØ  Use installed printer choicesØ  Only renders content not menus 16 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • File Upload /Download ControlØ  Supports File “Drag and Drop”Ø  Upload multiple files at onceØ  Upload large files 17 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13 17
    • List & FormsØ  List & Form applet with implicit Save, inline edit, inline queryØ  New Inline Search control 18 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Pick appletØ  Pick applet standardized to a common popup model 19 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • MVG Applets –SelectedØ  MVG applet standardized to a common popup modelØ  Show Selected by default 20 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • MVG Applets -AvailableØ  MVG applet standardized to a common popup modelØ  Toggle between Selected and Available 21 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Calculator ControlØ  Inline Calculator popup controlØ  “Use” or “Close” to close popup 22 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Currency ControlØ  Inline currency popup 23 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Date/Time ControlØ  Inline Date controlØ  Inline Date-Time control when field is configured for Date-Time 24 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • LOV Control w/forward typingØ  Unbounded LOV support type ahead where any matching LOV value in the list is displayed as user types 25 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Resizable TextArea ControlØ  Text area/Description fields can be resized on the fly for data entry and reading 26 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Explorer ControlØ  Full featured explorer applets to display hierarchical data 27 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • AttachmentsØ  Attachments control supporting Drag n Drop and ability to attach URLs 28 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Calendar - DailyØ  Full featured calendarØ  Color coded by StatusØ  Icons by TypeØ  Supports Recurring, non- recurring, multi-day eventsØ  Dynamic legend shows colors in the calendar 29 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Calendar - WeeklyØ  Weekly viewØ  Support for 5-day or 7 day viewsØ  Support for First day of the weekØ  Dynamic legend shows colors in the calendar 30 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Calendar - MonthlyØ  Monthly viewØ  Dynamic legend shows colors in the calendar 31 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Calendar - OptionsØ  Change time zoneØ  Calendar delegation 32 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • CalendarQuick SelectionØ  Switch to a specific day, month, year quickly using the date selection controlØ  Go to Today’s calendar using the “Today” button 33 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • CalendarAdvanced TooltipØ  Configurable tool tip shows data from multiple fields 34 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • HierarchicalList AppletsØ  Show hierarchical data within a list applet as a mini tree 35 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • ProductConfiguratorØ  Full ScreenØ  Re-Styled 36 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • ProductConfiguratorOptionsØ  Intuitive color schemes 37 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • ProductConfiguratorConflictØ  Warning & Errors stand out 38 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • ProductConfiguratorMessagesØ  Real-time messages stand out 39 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • ProductConfiguratorDetailsØ  Chevron for easy access back to main page 40 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Notification ListØ  New redesigned notificationsØ  Replaces Message Broadcasting serviceØ  Color bars to indicate severityØ  Read vs. unread notifications 41 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Notification DetailsØ  Access to notification detailsØ  Conveys additional information 42 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Sitemap FilterØ  Filter the Sitemap based on criteriaØ  Focus set directly on the filter boxØ  Filtering starts after typing 3 characters 43 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Sitemap FilterResultsØ  No scrolling neededØ  Quick access to links 44 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • SmartScriptØ  Restyled for consistent look and feel 45 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • SmartScriptØ  Refreshed icons for each nodeØ  Web templates redesigned 46 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • SmartScriptØ  Question navigator leverages Tree explorer views 47 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Task Based UIØ  Styling paradigm similar to SmartScriptØ  Rebuilt for Open UI 48 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Task Based UIØ  Functional equivalent to High Interactivity Client 49 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Task Based UIØ  Typical Flow 50 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • CTI - ShowØ  Redesigned and RebuiltØ  JavaScript based toolbarØ  Very flexible and configurableØ  No longer a black box 51 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • CTI - HideØ  Click to Show/hide 52 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • CTI – UndockØ  Hover to undock toolbar in a non-modal window 53 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • CTI - MoveØ  Move the undocked toolbar as needed 54 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Email / F9Ø  Email on F9Ø  Support attachmentsØ  Support templates 55 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • User PreferencesNavigationØ  Change navigation control from Tab to Tree or visa versaØ  Preference by userØ  Extensible – Add more navigation paradigm 56 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • User PreferencesThemeØ  Change Application themesØ  Preference by userØ  Powerful theming frameworkØ  Extensible – Add more themes 57 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • AccordionNavigationØ  Change Navigation Control to Tree, Logout/in to see the change 58 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • AccordionNavigationCollapsedØ  Collapse the Accordion style navigation to maximize screen real estate 59 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • ChartsØ  Chart integration built OOTB 60 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • ReportsGenerationØ  Report generation using BI Publisher 61 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Reports - AccessØ  Access generated reports from the BI Publisher screen 62 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
    • Graphic Section Divider63 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13