Oracle Open World 2012

1. Siebel CRM: Open UI
Darshan Kumar
Holger Herbert
Oliver Seidel
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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.
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3. Siebel CRM
Open UI Demonstration
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4. Behind the scenes
Desktop Controls Mobile Controls
Open UI Framework
Tools/SRF Web Templates Server Scripting Server Integration
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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 Drivers
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6. Open UI: Introducing the Release
Ø Platform for desktop, mobile, connected,
disconnected
Ø 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 usability
Ø Accessibility.
Ø Easy to deploy & configure for a variety of clients:
Ø URL & Credentials
Ø Uses standards to flexibly integrate
Ø Highly configurable
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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 508
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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 rendering
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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: unchanged
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10. Open UI – Value-add for the developer
Ø 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 platform
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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 integration
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12. Open UI - Roadmap
User Experience
Industry Applications with Rich
Interfaces
ü Brand effective user interactions for
Retail
ü Banker’s Desktop
ü Cross-Channel Citizen Service
Horizontal
ü Process Flows for Sales and
Service
ü Agent Dashboard for Service
ü Partner Portal Enhancements with
integrated Loyalty
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13. Questions?
Product Strategy: Holger Herbert
Development: Darshan Kumar
User Interface & UX: Oliver Seidel
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14. Siebel CRM
Open UI Overview in Slides
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15. Browser & OS
Integration
Ø High Contrast Options
Ø Zoom
Ø Browser History
Ø File Save As
Ø Find
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16. Native Print
Preview
Ø Native Print Preview
Ø Use installed printer
choices
Ø Only renders content not
menus
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17. File Upload /
Download Control
Ø Supports File “Drag and
Drop”
Ø Upload multiple files at
once
Ø Upload large files
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17

18. List & Forms
Ø List & Form applet with
implicit Save, inline edit,
inline query
Ø New Inline Search control
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19. Pick applet
Ø Pick applet standardized to a
common popup model
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20. MVG Applets –
Selected
Ø MVG applet standardized to
a common popup model
Ø Show Selected by default
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21. MVG Applets -
Available
Ø MVG applet standardized
to a common popup model
Ø Toggle between Selected
and Available
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22. Calculator Control
Ø Inline Calculator popup
control
Ø “Use” or “Close” to close
popup
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23. Currency Control
Ø Inline currency popup
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24. Date/Time Control
Ø Inline Date control
Ø Inline Date-Time control
when field is configured for
Date-Time
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25. LOV Control w/
forward typing
Ø Unbounded LOV support
type ahead where any
matching LOV value in the
list is displayed as user types
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26. Resizable Text
Area Control
Ø Text area/Description fields
can be resized on the fly for
data entry and reading
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27. Explorer Control
Ø Full featured explorer applets
to display hierarchical data
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28. Attachments
Ø Attachments control
supporting Drag n Drop and
ability to attach URLs
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29. Calendar - Daily
Ø Full featured calendar
Ø Color coded by Status
Ø Icons by Type
Ø Supports Recurring, non-
recurring, multi-day events
Ø Dynamic legend shows
colors in the calendar
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30. Calendar - Weekly
Ø Weekly view
Ø Support for 5-day or 7 day
views
Ø Support for First day of the
week
Ø Dynamic legend shows
colors in the calendar
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31. Calendar - Monthly
Ø Monthly view
Ø Dynamic legend shows
colors in the calendar
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32. Calendar - Options
Ø Change time zone
Ø Calendar delegation
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33. Calendar
Quick Selection
Ø Switch to a specific day,
month, year quickly using the
date selection control
Ø Go to Today’s calendar using
the “Today” button
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34. Calendar
Advanced Tooltip
Ø Configurable tool tip shows
data from multiple fields
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35. Hierarchical
List Applets
Ø Show hierarchical data within
a list applet as a mini tree
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36. Product
Configurator
Ø Full Screen
Ø Re-Styled
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37. Product
Configurator
Options
Ø Intuitive color schemes
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38. Product
Configurator
Conflict
Ø Warning & Errors stand out
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39. Product
Configurator
Messages
Ø Real-time messages stand
out
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40. Product
Configurator
Details
Ø Chevron for easy access
back to main page
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41. Notification List
Ø New redesigned notifications
Ø Replaces Message
Broadcasting service
Ø Color bars to indicate
severity
Ø Read vs. unread notifications
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42. Notification Details
Ø Access to notification details
Ø Conveys additional
information
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43. Sitemap Filter
Ø Filter the Sitemap based on
criteria
Ø Focus set directly on the filter
box
Ø Filtering starts after typing 3
characters
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44. Sitemap Filter
Results
Ø No scrolling needed
Ø Quick access to links
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45. SmartScript
Ø Restyled for consistent look
and feel
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46. SmartScript
Ø Refreshed icons for each
node
Ø Web templates redesigned
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47. SmartScript
Ø Question navigator leverages
Tree explorer views
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48. Task Based UI
Ø Styling paradigm similar to
SmartScript
Ø Rebuilt for Open UI
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49. Task Based UI
Ø Functional equivalent to High
Interactivity Client
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50. Task Based UI
Ø Typical Flow
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51. CTI - Show
Ø Redesigned and Rebuilt
Ø JavaScript based toolbar
Ø Very flexible and configurable
Ø No longer a black box
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52. CTI - Hide
Ø Click to Show/hide
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53. CTI – Undock
Ø Hover to undock toolbar in a
non-modal window
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54. CTI - Move
Ø Move the undocked toolbar
as needed
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55. Email / F9
Ø Email on F9
Ø Support attachments
Ø Support templates
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56. User Preferences
Navigation
Ø Change navigation control
from Tab to Tree or visa
versa
Ø Preference by user
Ø Extensible – Add more
navigation paradigm
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57. User Preferences
Theme
Ø Change Application themes
Ø Preference by user
Ø Powerful theming framework
Ø Extensible – Add more
themes
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58. Accordion
Navigation
Ø Change Navigation Control
to Tree, Logout/in to see the
change
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59. Accordion
Navigation
Collapsed
Ø Collapse the Accordion style
navigation to maximize
screen real estate
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60. Charts
Ø Chart integration built OOTB
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61. Reports
Generation
Ø Report generation using BI Publisher
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62. Reports - Access
Ø Access generated reports
from the BI Publisher screen
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63. Graphic Section Divider
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