Siebel CRM: Open UIDarshan KumarHolger HerbertOliver Seidel1   Copyright © 2012, Oracle and/or its affiliates. All rights ...
Safe Harbor Statement         The following is intended to outline our general product direction.         It is intended f...
Siebel CRMOpen UI Demonstration3   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.   Insert Informati...
Behind the scenes                                                            Desktop Controls                             ...
Defining the CRM interaction                                             User Sentiment                                   ...
Open UI: Introducing the ReleaseØ Platform for desktop, mobile, connected,   disconnectedØ Usability & User Experience  ...
High Performance Use & Accessibility    Ø Less key strokes and clicks, same result.            Ø  Keyboard-only navigati...
Consistent across browsers                                                                                                ...
Implementing Open UI       Ø leverage existing configuration       Ø Upgrade to Siebel 8.1 or above & apply Innovation P...
Open UI – Value-add for the developerØ Open UI Rendering Framework supports     incremental platform improvements      Ø...
Siebel Open UI     ü  User benefits        ü        Intuitive: Productive and easy to use        ü        Accessible: f...
Open UI - Roadmap         User ExperienceIndustry Applications with RichInterfacesü  Brand effective user interactions fo...
Questions?Product Strategy: Holger HerbertDevelopment: Darshan KumarUser Interface & UX: Oliver Seidel13   Copyright © 201...
Siebel CRMOpen UI Overview in Slides14   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.   Insert Inf...
Browser & OSIntegrationØ  High Contrast OptionsØ  ZoomØ  Browser HistoryØ  File Save AsØ  Find       15   Copyright ©...
Native PrintPreviewØ  Native Print PreviewØ  Use installed printer  choicesØ  Only renders content not  menus      16  ...
File Upload /Download ControlØ  Supports File “Drag and  Drop”Ø  Upload multiple files at  onceØ  Upload large files   ...
List & FormsØ  List & Form applet with  implicit Save, inline edit,  inline queryØ  New Inline Search control      18   ...
Pick appletØ  Pick applet standardized to a  common popup model      19   Copyright © 2012, Oracle and/or its affiliates....
MVG Applets –SelectedØ  MVG applet standardized to  a common popup modelØ  Show Selected by default      20   Copyright ...
MVG Applets -AvailableØ  MVG applet standardized  to a common popup modelØ  Toggle between Selected  and Available     2...
Calculator ControlØ  Inline Calculator popup  controlØ  “Use” or “Close” to close  popup      22   Copyright © 2012, Ora...
Currency ControlØ  Inline currency popup      23   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.  ...
Date/Time ControlØ  Inline Date controlØ  Inline Date-Time control  when field is configured for  Date-Time      24   Co...
LOV Control w/forward typingØ  Unbounded LOV support  type ahead where any  matching LOV value in the  list is displayed ...
Resizable TextArea ControlØ  Text area/Description fields  can be resized on the fly for  data entry and reading      26 ...
Explorer ControlØ  Full featured explorer applets  to display hierarchical data      27   Copyright © 2012, Oracle and/or...
AttachmentsØ  Attachments control  supporting Drag n Drop and  ability to attach URLs      28   Copyright © 2012, Oracle ...
Calendar - DailyØ  Full featured calendarØ  Color coded by StatusØ  Icons by TypeØ  Supports Recurring, non-  recurrin...
Calendar - WeeklyØ  Weekly viewØ  Support for 5-day or 7 day  viewsØ  Support for First day of the  weekØ  Dynamic leg...
Calendar - MonthlyØ  Monthly viewØ  Dynamic legend shows  colors in the calendar      31   Copyright © 2012, Oracle and/...
Calendar - OptionsØ  Change time zoneØ  Calendar delegation      32   Copyright © 2012, Oracle and/or its affiliates. Al...
CalendarQuick SelectionØ  Switch to a specific day,  month, year quickly using the  date selection controlØ  Go to Today...
CalendarAdvanced TooltipØ  Configurable tool tip shows  data from multiple fields      34   Copyright © 2012, Oracle and/...
HierarchicalList AppletsØ  Show hierarchical data within  a list applet as a mini tree      35   Copyright © 2012, Oracle...
ProductConfiguratorØ  Full ScreenØ  Re-Styled      36   Copyright © 2012, Oracle and/or its affiliates. All rights reser...
ProductConfiguratorOptionsØ  Intuitive color schemes      37   Copyright © 2012, Oracle and/or its affiliates. All rights...
ProductConfiguratorConflictØ  Warning & Errors stand out      38   Copyright © 2012, Oracle and/or its affiliates. All ri...
ProductConfiguratorMessagesØ  Real-time messages stand  out        39   Copyright © 2012, Oracle and/or its affiliates. A...
ProductConfiguratorDetailsØ  Chevron for easy access  back to main page     40   Copyright © 2012, Oracle and/or its affi...
Notification ListØ  New redesigned notificationsØ  Replaces Message  Broadcasting serviceØ  Color bars to indicate  sev...
Notification DetailsØ  Access to notification detailsØ  Conveys additional  information      42   Copyright © 2012, Orac...
Sitemap FilterØ  Filter the Sitemap based on   criteriaØ  Focus set directly on the filter   boxØ  Filtering starts aft...
Sitemap FilterResultsØ  No scrolling neededØ  Quick access to links      44   Copyright © 2012, Oracle and/or its affili...
SmartScriptØ  Restyled for consistent look  and feel      45   Copyright © 2012, Oracle and/or its affiliates. All rights...
SmartScriptØ  Refreshed icons for each  nodeØ  Web templates redesigned      46   Copyright © 2012, Oracle and/or its af...
SmartScriptØ  Question navigator leverages  Tree explorer views      47   Copyright © 2012, Oracle and/or its affiliates....
Task Based UIØ  Styling paradigm similar to  SmartScriptØ  Rebuilt for Open UI      48   Copyright © 2012, Oracle and/or...
Task Based UIØ  Functional equivalent to High  Interactivity Client      49   Copyright © 2012, Oracle and/or its affilia...
Task Based UIØ  Typical Flow      50   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.   Insert Info...
CTI - ShowØ  Redesigned and RebuiltØ  JavaScript based toolbarØ  Very flexible and configurableØ  No longer a black bo...
CTI - HideØ  Click to Show/hide      52   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.   Insert I...
CTI – UndockØ  Hover to undock toolbar in a  non-modal window      53   Copyright © 2012, Oracle and/or its affiliates. A...
CTI - MoveØ  Move the undocked toolbar  as needed     54   Copyright © 2012, Oracle and/or its affiliates. All rights res...
Email / F9Ø  Email on F9Ø  Support attachmentsØ  Support templates      55   Copyright © 2012, Oracle and/or its affili...
User PreferencesNavigationØ  Change navigation control  from Tab to Tree or visa  versaØ  Preference by userØ  Extensib...
User PreferencesThemeØ  Change Application themesØ  Preference by userØ  Powerful theming frameworkØ  Extensible – Add...
AccordionNavigationØ  Change Navigation Control  to Tree, Logout/in to see the  change     58   Copyright © 2012, Oracle ...
AccordionNavigationCollapsedØ  Collapse the Accordion style  navigation to maximize  screen real estate      59   Copyrig...
ChartsØ  Chart integration built OOTB      60   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.   In...
ReportsGenerationØ  Report generation using BI Publisher      61   Copyright © 2012, Oracle and/or its affiliates. All ri...
Reports - AccessØ  Access generated reports  from the BI Publisher screen      62   Copyright © 2012, Oracle and/or its a...
Graphic Section Divider63   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.   Insert Information Prot...
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Siebel CRM: Open UI

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Oracle Open World 2012

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Siebel CRM: Open UI

  1. 1. 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
  2. 2. 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
  3. 3. Siebel CRMOpen UI Demonstration3 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
  4. 4. 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
  5. 5. 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
  6. 6. 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
  7. 7. 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
  8. 8. 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
  9. 9. 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
  10. 10. 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
  11. 11. 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
  12. 12. 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
  13. 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
  14. 14. Siebel CRMOpen UI Overview in Slides14 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
  15. 15. 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
  16. 16. 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
  17. 17. 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
  18. 18. 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
  19. 19. 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
  20. 20. 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
  21. 21. 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
  22. 22. 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
  23. 23. Currency ControlØ  Inline currency popup 23 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
  24. 24. 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
  25. 25. 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
  26. 26. 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
  27. 27. 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
  28. 28. 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
  29. 29. 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
  30. 30. 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
  31. 31. 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
  32. 32. 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
  33. 33. 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
  34. 34. 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
  35. 35. 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
  36. 36. ProductConfiguratorØ  Full ScreenØ  Re-Styled 36 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
  37. 37. ProductConfiguratorOptionsØ  Intuitive color schemes 37 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
  38. 38. ProductConfiguratorConflictØ  Warning & Errors stand out 38 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
  39. 39. 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
  40. 40. 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
  41. 41. 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
  42. 42. 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
  43. 43. 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
  44. 44. 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
  45. 45. 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
  46. 46. 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
  47. 47. 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
  48. 48. 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
  49. 49. 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
  50. 50. Task Based UIØ  Typical Flow 50 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
  51. 51. 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
  52. 52. 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
  53. 53. 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
  54. 54. 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
  55. 55. 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
  56. 56. 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
  57. 57. 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
  58. 58. 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
  59. 59. 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
  60. 60. ChartsØ  Chart integration built OOTB 60 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
  61. 61. 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
  62. 62. 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
  63. 63. Graphic Section Divider63 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13

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