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|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
.INNOVATION
.IDEAS
.INSPIRATION
SoftClouds & Siebel
Our Expertise
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
About Us
Founded
2005
Other Locations
Hyderabad, India
Delhi, India
Tokyo, Japan
Headquarters
San Diego, CA
Our Partners
Oracle
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Industries
Financial
Hospitality
Healthcare
Technology Airlines
Consumer
Goods
Engineering
& Construction
Industrial
Manufacturing
Communication
Automotive
Utilities
Diversified
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Customer
Experience
Help Clients Succeed with CX
Techno Creativity
Innovation
Strategic & Technology Solutions
& Services
Ideate & Create Next-Gen
Solutions for Client Profitability
Our Mission Trifecta
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Siebel Transformational
Services
Siebel to Cloud Migration
(OCI, AWS, etc.)
Siebel Open UI Enablement Siebel Innovation Services
Siebel Upgrade Factory
High CX Competency & Can
Integrate CX with Siebel Custom Plug-Ins for Siebel
Siebel + Innovation
AI, NLP, ChatGPT, Computer
Vision, Voice, Mobile, etc.
Siebel Autonomous DB
Our Siebel Expertise
Siebel DevOps
CI/CD, Kubernetes, Docker
Event-Driven Architectures
Micro Services
OCI Services
Multi-Cloud & Hybrid Cloud
Been a Siebel Beta Tester
for Past 15+ Years
Been on Siebel Customer
Advisory Board for Years
Partnered with Siebel
Platform Development Team
for Decades
Developed Multiple
Innovations on Siebel
NLP Experts Data & Cloud Expertise Computer Vision
Mobility
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Application
Modernization
Cloud Migration
UI/UX
Enhancements
Mobile
Application
Development
Siebel Upgrade
Analytics &
Reporting
Enhancements
Integration
Services
Support &
Maintenance
Services
Data Integration
& Microservices
Near Zero
downtime on
code
deployment
Robust
performance
REST API
Services
Monitoring &
Logging
Reduce Cost of
Ownership
Security &
Access Control
Features:
• Upgrade to the Latest Siebel patch to meet
the compliance requirements of customers
at speed and scale.
• Help organizations maintain data quality
& consistency
Siebel Transformational Services
Our Services
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Change
Management
Deployment
Automation Suite
Assessment &
Planning
Application &
Data Migration
Monitoring &
Reporting
Phased Migration
Cost Management
Post-Migration
Support
Fast
Infrastructure
Access
No Clustering Quickly Scale
Usage
Disaster
Recovery
AI &
Automation
Geographical
Expansion
Integration
Capabilities
Features:
• Provide cloud infrastructure benefits &
reduce total cost of ownership (TCO)
• Increase capabilities of Siebel with high
availability, disaster recovery &
performance
Siebel to Cloud Migration
Our Services
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
UI Customization Better UI/UX
Workflow
Automation
Security
Enhancements
User Support &
Maintenance
Siebel
SmartScript
Personalization
Improved User
Interface
Mobility Siebel
SmartScript
Personalization Dynamic
Layouts
Shorter
Development
Cycle
Features:
• Siebel Open UI is an extension of the
Siebel User Interface
• Utilize modern web standards (HTML,
CSS & JavaScript)
Siebel Open UI Enablement
Our Services
Device &
Platform
Independent
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Omni-Channel
Support
Customer Self-
Service Portals
AI, ML & NLP
Integration
Mobile Solutions
Integration
Framework
Data Analytics &
Reporting
Customer Journey
Mapping
AI & Chatbot
Integration
Workflow
Automation
Advanced
Analytics
Artificial
Intelligence IoT Integration Personalization
Omni-Channel
Customer
Engagement
Customer 360
View
Features:
• Services & features designed to facilitate
innovation
• Enhance capabilities of Siebel CRM
• Help clients achieve digital transformation
Siebel Innovation Services
Our Services
Marketing
Automation
AI Chatbots
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Oracle CX Suite
CX Strategy Mobile Solutions
Analytics &
Reporting
Customization &
Configuration
Personalization
Oracle CX
Cloud Suite
Self-Service
Portals
Knowledge
Management
360-Degree
Customer View
Salesforce
CX Suite
Personalized
Experiences
Flexible
Deployment
Features:
• Integrate with various other systems
& applications
• Enable clients to create a seamless &
personalized CX
CX Integration with Siebel
Our Services
Intelligent Automation
& Self-Service
Salesforce CX Suite
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Installation &
Deployment
Monitoring &
Evaluation
Conflict
Resolution
Troubleshooting
Integration
Updates
Pre-Upgrade
Assessment
Multi-Language
Support
Oracle Cloud
Infrastructure
(OCI)
Cost Efficient DevOps Pipeline
Features:
• Deliver an automated development
upgrade
• Quick setup of development &
other environments
Siebel Upgrade Factory
Our Services
Assessment
Report/Upgrade
Dashboard
Assessment &
Planning
Training & Change
Management
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Mobile
Solutioning
Browser Plugins Integration
Analytics &
Reporting
Customization &
Configuration
Personalization
Mobile Plugins Application
Specific
functionalities
Device Agnostic Browser
Independent
Innovative
Dashboards
Personalized
Experiences
Flexible
Deployment
Features:
• Creation of Custom Siebel Plugins
• Enable better features & integration
Custom Plugins for Siebel
Our Services
Micro Services
Innovation
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Database
Management
Backup &
Recovery
Enterprise Data
Warehouse
Transaction &
Analytics
AI & Machine
Learning
Low-code
Applications
Self-Service
Analytics & Data
Warehousing
Machine
Learning & AI
Graph
Analytics
Reduce Cost and
risks
Self-Service
Data
Management
Features:
• Automate service for clients to develop &
deploy applications
• Deliver highest performance, availability
& security for OLTP, analytics, batch &
Internet of Things (IoT) workload
Siebel Autonomous DB
Our Services
Data Migration
Spatial
Analytics
Data
Protection &
Security
Integrated IoT
Applications
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
CI/CD
Automated
Testing
Cloud Consulting
Continuous
Monitoring
Migration &
Upgrade Services
Data Guard
Containerization
Automate
regression
Testing
Automated
Migration
Easy to Spin up
new instance
No/Less Manual
effort
Automate
Reporting
Features:
• CI/CD, Kubernetes Docker & other
DevOps tools
• Enhance Siebel by streamlining
development, deployment & scaling
processes, resulting in improved
efficiency & reliability
Siebel DevOps
Our Services
CI/CD Low
Maintenance
Documentation &
Knowledge Sharing
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Oracle Cloud Infrastructure (OCI)
Cloud Advisory
Services
Application
Modernization &
SaaS Operations
Application
Migration
Cloud Managed
Services
Cloud
Infrastructure
Services
Our Services
Network &
Connectivity
Features:
Storage &
Databases
Data Platform,
Data Science &
Analytics
Applications &
Integration
Security &
Governance
• Design for higher performance, lower cost
& easier cloud migration
• Integrate with Oracle Data Integrator,
Golden Gate, SOA Cloud service
Data Migration
Industry-Specific
Cloud Solutions
Cloud Security &
Innovation
Developer
Services
Migration
Services
Identity
Services
Integrated
SaaS – PaaS -
IaaS
Cloud @
Customer
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Event-Driven Architectures
Digital
Transformation
Data
Transformation &
Mapping
Event Bus
Architecture
Microservices
Monitoring and
Logging
Event-Driven
Analytics
Our Services
Microservices
Features:
Kafka ZooKeeper
JRocket
Real-Time
Pub-Sub
Mechanism
• Implement event-driven architecture for
independent deployment & scaling
• Provide agile development with stateless,
loosely coupled components
Event Subscriptions
& Handlers
Event-Driven
Workflow
Automation
Event-Driven
Messaging
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
SoftClouds & Siebel
Customer Stories
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Customer Location Technology Solution Started Year
Aviation USA
Siebel, Mobile Siebel upgrade to their customer portal application using Siebel Open UI.
Optimized guest registration & other areas. Implemented vulnerability fixes,
consistent & constant upgrade of Siebel patches. Migrated from Android to
iOS globally. Integrated Mobile applications & solutions to Siebel. Multiple
innovations in solutions.
2017
Healthcare USA
Siebel Did a Siebel health check to enhance Siebel platform with task-based UI &
modernize e-services. Enhanced user experience, leveraged native reporting
& redesigned notification & alert functionality.
2021
Technology
USA
Siebel, CPQ Siebel architecture & solutioning. Developed system level solution for
Inflight order changes. Complete work on Siebel tools & configuration, defect
fixes & production deployment. Developed new product catalogs as per
product marketing requirements, Open UI Changes, Siebel products &
Configurator, Siebel tools, Siebel EAI, workflow, web services & eScript.
Implemented customized recommendation & simplified complex sales &
approval processes.
2019
Automotive Japan
Siebel Successfully conducted Siebel health check. Reviewed Siebel application &
underlying hardware, operating system, & database & provided
recommendations.
2016
Customers Overview – 1/2
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Customer Location Technology Solution Started Year
Technology USA Siebel
Moved all research participants from Siebel & SQL database to Salesforce.
Integrated email automation & response capturing system. Automated
surveys, real-time response capture in Salesforce.
Health USA Siebel
Integrated Siebel application with UPS, TRON, ecommerce & Fit Orbit
through web services. Streamlined services for refunds & shipping process,
customer service adjustments, emails, smart scripts, CTI & health sheets.
Implemented a simplified process that streamlined functionality & boosted
agent efficiency.
2010
Hospitality USA Siebel & OSvC
Implemented browser-independent solutions for sales processes, room
inventory controls, & seamless access, boosting productivity & revenue while
reducing maintenance & automating customer follow-up.
2016
Hospitality USA Siebel Upgraded Siebel application; recorded development repository, successfully
ran upgrade in separate environment.
2020
Automotive Japan Siebel & OSvC
An automated customer portal was constructed to enhance service, improve
efficiency, notify dealers of complaints, & offer knowledge access. Integrated
with Siebel for incident management.
2017
Scientific USA Siebel Updated Siebel CRM application version & underlying hardware, operating
system, & database. Fixed Internet Explorer pop-up window issue.
2019
Automotive Sweden Siebel &
Salesforce
Established a dealer self-service community with personalized KPIs,
branded collaboration, efficient data flows, automated scoring, & mobile
access.
2020
Customers Overview – 2/2
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Industry - Aviation
Pain Points Our Solutions Results
• Required user-friendly customer portal
• Needed to manage vulnerability fixes, consistent &
constant upgrade of Siebel patches
• Difficult to track entry check-ins & conference room
bookings
• Difficult tracking & storing customer data in current
database, especially multi-continent driving
licenses, passports & other documents
• Trouble tracking multiple client & server calls
• Migrated from Android to iOS globally
• Implemented vulnerability fixes, consistent &
constant upgrade of Siebel patches
• Implemented mobile entry check-in changes &
developed room booking in loyalty application via
Siebel Open UI & 3rd party plugins.
• Implemented online portal to sell and utilized Siebel
Open UI to make UI changes
• Used Siebel Inline photo attachment Logic to store
images directly to database; added feature to scan
multi-continent driving license, passport & other
documents
• Introduced session storage logic to eradicate multiple
client & server calls
• Optimized guest registration performance with
Siebel Open UI; enhanced performance by 70%
• Utilized the mobile entry check-in pop-up feature by
adding newer functionality to acknowledge customer
arrival
• Enhanced features to sell using different channels;
increased sales; improved continue as guest feature
to buy passes
• Reduced vulnerability fixes & need for consistent &
constant upgrade of Siebel patches
Siebel & Mobile
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Industry - Healthcare
Pain Points Our Solutions Results
• Siebel application is slow & new UI isn’t intuitive;
notification screen is confusing
• Service request prioritization is very manual;
automation is required
• Lack of knowledge on Open UI features in Siebel
application for the agents
• Adding contact is a two-step process; handover from
inbound to outbound in PC happened prematurely,
without complete data
• User experience in patient hub is poor
• Previously searched data wasn’t being saved
• Did a Siebel health check to enhance Siebel
platform with task-based UI & modernize eServices
• Added integration between Siebel & Reggie for
patient & insurance data to prevent redundant,
manual data entry
• Added integration between Siebel & telephony
System to prevent inefficiency & delay
• Redesigned notification & alert functionality
• Made DaVita Hub search functionality easier to use;
saves previously searched data to expedite searches
• Improved automation of service requests, made it
less manual to enhance user experience
• Leveraged native reporting
Siebel
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Industry - Technology
Pain Points Our Solutions Results
• Legacy Siebel install with unique customized
configurations required technical expertise & time
to configure
• Call center agents required long training cycles to
become proficient
• System configurations couldn’t be done in field
• Built seamless quote process & channel quoting;
role-based data access & custom reports &
dashboards
• Enabled budgetary quotes via partner portal;
enabled price lists
• Leveraged sample UI templates with JET UI
• Incorporated multiple languages & currencies
• Integrated system with Salesforce & Google Maps
• Customized recommendation with guided quoting;
automated complex formulas
• Sync data between CPQ & partner portal
• Simplified quoting process & UI for guided selling;
handled complex sales & approval process
• 60% reduction in quote creation time with 100%
accuracy
CPQ, JET UI, Salesforce, Siebel
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Industry - Automotive
Pain Points Our Solutions Results
• Legacy Siebel install with unique customized
configurations required technical expertise & time
to configure
• Needed seamless quote process with role-based data
access & increased data visibility
• Needed nearby dealer location details based
on customer address to provide details to customers
queries.
• Built seamless quote process & channel quoting;
role-based data access, along with custom reports &
dashboards
• Enabled budgetary quotes via partner portal;
enabled price lists
• Customized recommendation with guided quoting;
automated complex formulas
• Provided Open UI logic by integrating with Google
Map API to find Hyundai dealers office near to
customer address.
• Successfully improved quoting process
• Enhanced data visibility with ability to generate
custom reports & use dashboards
• Improved customer experiences by offering
customized recommendations
Siebel
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Industry - Technology
Pain Points Our Solutions Results
• Moving all research participants from Siebel & SQL
database to Salesforce
• Sending survey emails to research participants &
capturing their response of survey
• Implementing Salesforce
sites for capturing acceptance/rejection of calendar
events from email
• Implementing NDA based on country using sites &
capturing in Salesforce when accepted NDA
• Intuit required limitless BI
capabilities to be integrated with massive data
within Salesforce
• Needed customized Salesforce dashboards to filter
real-time data & produce analytics
• Needed complex reporting & analytics defined for
data within business intelligence in real time
• Qualtrics survey is integrated to Salesforce &
customer responses are captured in Salesforce as
related object & created record; provided custom
solutions using Apex, Visualforce, etc.
• Migrated millions of records from legacy Siebel & SQL
database to Salesforce using Apex data loader &
import wizard
• Implemented Salesforce sites for customer acceptance
of calendar event & NDA
• Sending real-time emails based on
study requests using Apex single email
• services; implement scheduler & batch classes to
send daily status emails about recruitment &
reminder emails
• Integrated QlikView with Salesforce; implemented
method for Intuit for complex reporting
• Integrated email automation & response capturing
system
• Automated surveys, real-time response capture in
Salesforce
• Successful migration of legacy data & reporting
• Highly interactive website for live support & easy to
access resources
• Dynamic management of knowledge base
& easy maintenance of articles
• Seamless integration to Salesforce portal from legacy
support sit
• Interactive dashboards with custom filters utilizing
Salesforce data in real time
• QlikView advanced reporting & dashboard capabilities
for data in BI reports
Salesforce, Siebel
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Industry - Health
Pain Points Our Solutions Results
• Needed solution for streamline services for refunds
& shipping process, customer service adjustments,
emails, smart scripts, CTI, & health sheet
• Wanted to migrate from Oracle live help chat to
OSvC
• Needed to streamline existing functionality with no
major impacts to existing business
• Chat process needed efficient routing to sales &
service departments
• Manual refund & shipping process
• Implemented CTI Siebel feature based on customer
need; build real-time Integration to UPS, TRON, &
Fit Orbit system
• Implemented solution for refund process by using
Siebel Workflow, e-Scripting, configuration
• Build smart scripts changes
• Implemented syndicated conditional chat button &
proactive chat pop-up without using hosted
customer portal
• Engagement engine editor implementation
• Simplified refund & shipping process
• Streamlined & made existing functionality effective
• Improved agent efficiency with automated & correct
scripts
• Improved customer experiences by offering CTI
solution & outbound call feature in Siebel
• Simplified customer query process by using smart
script
• Delivered seamless & efficient CX
• Automated customer interactions with call center
• Improved reliability & use of chat channel with
agent availability status
• Increased agent productivity by proactively
automating routing of customer chats to specific
groups of agents
OSvC, Siebel
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Industry - Hospitality
Pain Points Our Solutions Results
• Long history of Siebel use – upgraded from 7.7 to 8.1
to 8.1.1.3 SEA & 1P2014 by a small internal team
• Due to competing business & operational initiatives,
Needed to outsource application upgrade to a vendor
with a proven track record of delivering successful
Siebel upgrades
• Upgrade project consisted of a development,
production test, & production environment
• Took a snapshot of development repository & ran a
development upgrade in a separate upgrade
development environment
• Communicated issues in a timely & proactive
manner with internal IT team
• Upgraded Siebel application to improve overall
efficiency
• Recorded development repository, successfully ran
upgrade in separate environment
• Worked closely with company’s internal IT team to
deliver a successful upgrade
Siebel
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Industry - Hospitality
Pain Points Our Solutions Results
• Difficult to manage turnover of customer
requirements from event sales to event
management
• Decreased agent productivity due to slow customer
case resolution
• Streamlined sales process in event booking centers
& other remote sales offices with browser
independence
• Implemented & communicated room & function
space inventory controls to maximize revenue
• Improved productivity & associate satisfaction by
providing event sales with seamless access to
inventory & daily availability for all properties
• Allowed inventory to be easily exposed to electronic
channels including Marriott.com & 3rd party
meeting planner websites
• Reduced system maintenance, training, & support
by providing seamless user experience & application
integration
• Automated email process for efficient customer
follow up
• Simplified chat routing process
OSvC, Siebel
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Industry - Automotive
Pain Points Our Solutions Results
• No portal available for customer
interactions/interface
• Manual & inefficient access to information caused
higher call center costs & agent frustration
• Data distributed across systems
• Built customer portal to improve customer service
experience
• Enhanced customer service management process
• Improved speed & efficiency by notifying dealers of
customer complaints
• Implemented an automated & customized tool for
dealers to resolve customer complaints
• Provided automated access to knowledge articles for
customers, dealers & agents
• Integrated with Siebel for incident management
• Reduced call volume to call center
• Facilitated self-support process via customer portal
• Provided accurate & timely knowledge to agents for
better support & performance
• Effective dealer portal to respond to complaints &
better CX
• Chat enablement for direct customer interactions
• Implementation knowledge reduced operational
costs of call centers/agents
OSvC, Siebel
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Industry - Scientific
Pain Points Our Solutions Results
• Current Siebel CRM application version 8.1.1.3 &
its underlying hardware, operating system, &
database architecture were old & needed to be
modernized
• In Internet Explorer 11 with enterprise mode
enabled, Siebel high interactivity application pop-up
window appeared on the screen
• Upgraded Siebel CRM application version & its
underlying hardware, operating system, &
database architecture
• Switched to Windows operating system & upgraded
Internet Explorer across enterprise
• Disabled the Siebel high interactivity application
pop-up window that appeared on the screen.
• Updated Siebel CRM application version &
underlying hardware, operating system, & database
• Fixed the Internet Explorer pop-up window issue
Siebel
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Industry - Finance
Pain Points Our Solutions Results
• Current Siebel CRM application version IP14 has
Open UI issues & unable to render UI properly to
any modern browsers
• Siebel IP 14 has introduced functionality issues
such as Gantt chart dispatch card, auto commit,
email functionality, etc.
• Fixed UI rendering Open UI related issues using
Siebel Open UI JS, CSS, HTML, custom plugins
• Fixed all the functionality related issues by making
Siebel configuration, e-script, application level,
workflow level changes
• Fixed Siebel rendering modern browsers issue
• Fixed complex functionality issues like Gantt chart
dispatch board, auto commit & other issues
• Fixed email related issues helps the users to send
email from Siebel using short keys to the customers
Siebel
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Industry - Automotive
Pain Points Our Solutions Results
• Current Siebel CRM application has Siebel non-
Open UI version & has limitation to IE browser
• There’s no Siebel Mobile connected & disconnected
mode enabled for current application
• No mobile Siebel app solution is available for Volvo
partners
• Provided Siebel IP14 Open UI solution to address
IE browser dependencies
• Provided Siebel Open UI features to enable mobile
connected & disconnected mode option
• Provided executive, search analytics & dashboard
reports
• Integrated upgraded Siebel application with Siebel
MDM application & other sub-systems
• Provided solution for Siebel mobile app by using
Android/IOS, SiteMinder, Ping Federate, real-time
integration
• Open UI platform & browser independence reduced
browser support & maintenance cost
• Mobile connected & disconnected mode helps users
• Improved customer experiences by offering
customized recommendations
Siebel
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Siebel - The Future
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Siebel Modernization
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Enhanced
Customer
Interactions
Personalized
Marketing
Campaigns
Efficient
Sales
Predictions
Optimized
Customer
Support
Data-Driven
Insights
Streamlined
Business
Processes Intelligent
Lead Scoring
Dynamic
Pricing
Strategies
Adaptive
Product
Recommendations
Automated
Data Entry
Gen AI + Siebel: Benefits
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
SoftClouds - Siebel Innovation Labs
• Incubation, Innovation labs at SoftClouds
• Ideate & create on “next-gen” solutions & connected platforms
• Migration/lift-n-shift to cloud (OCI, AWS, Azure, GCP, etc.)
• Build Siebel plugins
• Innovate on solutions like AI, NLP, etc.
• Modernization with integrations (Gen AI, Oracle CX, etc.)
• Custom DevOps - CI/CD, etc. for new age development strategies
• Bringing ideas to reality with execution
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved
Why SoftClouds?
Recognized track record in
CRM/CX implementations
Deep technical expertise in Siebel &
CX technologies
Deep industry experience
Understanding today’s needs &
vision for tomorrow’s demands
Proven methodology –
flexible approach
Trusted partner with
innovative mindset
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All
Rights Reserved
For more information, please
contact us @ info-at-softclouds.com
|| OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All
Rights Reserved
Thank You

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  • 11. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Installation & Deployment Monitoring & Evaluation Conflict Resolution Troubleshooting Integration Updates Pre-Upgrade Assessment Multi-Language Support Oracle Cloud Infrastructure (OCI) Cost Efficient DevOps Pipeline Features: • Deliver an automated development upgrade • Quick setup of development & other environments Siebel Upgrade Factory Our Services Assessment Report/Upgrade Dashboard Assessment & Planning Training & Change Management
  • 12. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Mobile Solutioning Browser Plugins Integration Analytics & Reporting Customization & Configuration Personalization Mobile Plugins Application Specific functionalities Device Agnostic Browser Independent Innovative Dashboards Personalized Experiences Flexible Deployment Features: • Creation of Custom Siebel Plugins • Enable better features & integration Custom Plugins for Siebel Our Services Micro Services Innovation
  • 13. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Database Management Backup & Recovery Enterprise Data Warehouse Transaction & Analytics AI & Machine Learning Low-code Applications Self-Service Analytics & Data Warehousing Machine Learning & AI Graph Analytics Reduce Cost and risks Self-Service Data Management Features: • Automate service for clients to develop & deploy applications • Deliver highest performance, availability & security for OLTP, analytics, batch & Internet of Things (IoT) workload Siebel Autonomous DB Our Services Data Migration Spatial Analytics Data Protection & Security Integrated IoT Applications
  • 14. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved CI/CD Automated Testing Cloud Consulting Continuous Monitoring Migration & Upgrade Services Data Guard Containerization Automate regression Testing Automated Migration Easy to Spin up new instance No/Less Manual effort Automate Reporting Features: • CI/CD, Kubernetes Docker & other DevOps tools • Enhance Siebel by streamlining development, deployment & scaling processes, resulting in improved efficiency & reliability Siebel DevOps Our Services CI/CD Low Maintenance Documentation & Knowledge Sharing
  • 15. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Oracle Cloud Infrastructure (OCI) Cloud Advisory Services Application Modernization & SaaS Operations Application Migration Cloud Managed Services Cloud Infrastructure Services Our Services Network & Connectivity Features: Storage & Databases Data Platform, Data Science & Analytics Applications & Integration Security & Governance • Design for higher performance, lower cost & easier cloud migration • Integrate with Oracle Data Integrator, Golden Gate, SOA Cloud service Data Migration Industry-Specific Cloud Solutions Cloud Security & Innovation Developer Services Migration Services Identity Services Integrated SaaS – PaaS - IaaS Cloud @ Customer
  • 16. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Event-Driven Architectures Digital Transformation Data Transformation & Mapping Event Bus Architecture Microservices Monitoring and Logging Event-Driven Analytics Our Services Microservices Features: Kafka ZooKeeper JRocket Real-Time Pub-Sub Mechanism • Implement event-driven architecture for independent deployment & scaling • Provide agile development with stateless, loosely coupled components Event Subscriptions & Handlers Event-Driven Workflow Automation Event-Driven Messaging
  • 17. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved SoftClouds & Siebel Customer Stories
  • 18. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Customer Location Technology Solution Started Year Aviation USA Siebel, Mobile Siebel upgrade to their customer portal application using Siebel Open UI. Optimized guest registration & other areas. Implemented vulnerability fixes, consistent & constant upgrade of Siebel patches. Migrated from Android to iOS globally. Integrated Mobile applications & solutions to Siebel. Multiple innovations in solutions. 2017 Healthcare USA Siebel Did a Siebel health check to enhance Siebel platform with task-based UI & modernize e-services. Enhanced user experience, leveraged native reporting & redesigned notification & alert functionality. 2021 Technology USA Siebel, CPQ Siebel architecture & solutioning. Developed system level solution for Inflight order changes. Complete work on Siebel tools & configuration, defect fixes & production deployment. Developed new product catalogs as per product marketing requirements, Open UI Changes, Siebel products & Configurator, Siebel tools, Siebel EAI, workflow, web services & eScript. Implemented customized recommendation & simplified complex sales & approval processes. 2019 Automotive Japan Siebel Successfully conducted Siebel health check. Reviewed Siebel application & underlying hardware, operating system, & database & provided recommendations. 2016 Customers Overview – 1/2
  • 19. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Customer Location Technology Solution Started Year Technology USA Siebel Moved all research participants from Siebel & SQL database to Salesforce. Integrated email automation & response capturing system. Automated surveys, real-time response capture in Salesforce. Health USA Siebel Integrated Siebel application with UPS, TRON, ecommerce & Fit Orbit through web services. Streamlined services for refunds & shipping process, customer service adjustments, emails, smart scripts, CTI & health sheets. Implemented a simplified process that streamlined functionality & boosted agent efficiency. 2010 Hospitality USA Siebel & OSvC Implemented browser-independent solutions for sales processes, room inventory controls, & seamless access, boosting productivity & revenue while reducing maintenance & automating customer follow-up. 2016 Hospitality USA Siebel Upgraded Siebel application; recorded development repository, successfully ran upgrade in separate environment. 2020 Automotive Japan Siebel & OSvC An automated customer portal was constructed to enhance service, improve efficiency, notify dealers of complaints, & offer knowledge access. Integrated with Siebel for incident management. 2017 Scientific USA Siebel Updated Siebel CRM application version & underlying hardware, operating system, & database. Fixed Internet Explorer pop-up window issue. 2019 Automotive Sweden Siebel & Salesforce Established a dealer self-service community with personalized KPIs, branded collaboration, efficient data flows, automated scoring, & mobile access. 2020 Customers Overview – 2/2
  • 20. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Industry - Aviation Pain Points Our Solutions Results • Required user-friendly customer portal • Needed to manage vulnerability fixes, consistent & constant upgrade of Siebel patches • Difficult to track entry check-ins & conference room bookings • Difficult tracking & storing customer data in current database, especially multi-continent driving licenses, passports & other documents • Trouble tracking multiple client & server calls • Migrated from Android to iOS globally • Implemented vulnerability fixes, consistent & constant upgrade of Siebel patches • Implemented mobile entry check-in changes & developed room booking in loyalty application via Siebel Open UI & 3rd party plugins. • Implemented online portal to sell and utilized Siebel Open UI to make UI changes • Used Siebel Inline photo attachment Logic to store images directly to database; added feature to scan multi-continent driving license, passport & other documents • Introduced session storage logic to eradicate multiple client & server calls • Optimized guest registration performance with Siebel Open UI; enhanced performance by 70% • Utilized the mobile entry check-in pop-up feature by adding newer functionality to acknowledge customer arrival • Enhanced features to sell using different channels; increased sales; improved continue as guest feature to buy passes • Reduced vulnerability fixes & need for consistent & constant upgrade of Siebel patches Siebel & Mobile
  • 21. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Industry - Healthcare Pain Points Our Solutions Results • Siebel application is slow & new UI isn’t intuitive; notification screen is confusing • Service request prioritization is very manual; automation is required • Lack of knowledge on Open UI features in Siebel application for the agents • Adding contact is a two-step process; handover from inbound to outbound in PC happened prematurely, without complete data • User experience in patient hub is poor • Previously searched data wasn’t being saved • Did a Siebel health check to enhance Siebel platform with task-based UI & modernize eServices • Added integration between Siebel & Reggie for patient & insurance data to prevent redundant, manual data entry • Added integration between Siebel & telephony System to prevent inefficiency & delay • Redesigned notification & alert functionality • Made DaVita Hub search functionality easier to use; saves previously searched data to expedite searches • Improved automation of service requests, made it less manual to enhance user experience • Leveraged native reporting Siebel
  • 22. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Industry - Technology Pain Points Our Solutions Results • Legacy Siebel install with unique customized configurations required technical expertise & time to configure • Call center agents required long training cycles to become proficient • System configurations couldn’t be done in field • Built seamless quote process & channel quoting; role-based data access & custom reports & dashboards • Enabled budgetary quotes via partner portal; enabled price lists • Leveraged sample UI templates with JET UI • Incorporated multiple languages & currencies • Integrated system with Salesforce & Google Maps • Customized recommendation with guided quoting; automated complex formulas • Sync data between CPQ & partner portal • Simplified quoting process & UI for guided selling; handled complex sales & approval process • 60% reduction in quote creation time with 100% accuracy CPQ, JET UI, Salesforce, Siebel
  • 23. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Industry - Automotive Pain Points Our Solutions Results • Legacy Siebel install with unique customized configurations required technical expertise & time to configure • Needed seamless quote process with role-based data access & increased data visibility • Needed nearby dealer location details based on customer address to provide details to customers queries. • Built seamless quote process & channel quoting; role-based data access, along with custom reports & dashboards • Enabled budgetary quotes via partner portal; enabled price lists • Customized recommendation with guided quoting; automated complex formulas • Provided Open UI logic by integrating with Google Map API to find Hyundai dealers office near to customer address. • Successfully improved quoting process • Enhanced data visibility with ability to generate custom reports & use dashboards • Improved customer experiences by offering customized recommendations Siebel
  • 24. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Industry - Technology Pain Points Our Solutions Results • Moving all research participants from Siebel & SQL database to Salesforce • Sending survey emails to research participants & capturing their response of survey • Implementing Salesforce sites for capturing acceptance/rejection of calendar events from email • Implementing NDA based on country using sites & capturing in Salesforce when accepted NDA • Intuit required limitless BI capabilities to be integrated with massive data within Salesforce • Needed customized Salesforce dashboards to filter real-time data & produce analytics • Needed complex reporting & analytics defined for data within business intelligence in real time • Qualtrics survey is integrated to Salesforce & customer responses are captured in Salesforce as related object & created record; provided custom solutions using Apex, Visualforce, etc. • Migrated millions of records from legacy Siebel & SQL database to Salesforce using Apex data loader & import wizard • Implemented Salesforce sites for customer acceptance of calendar event & NDA • Sending real-time emails based on study requests using Apex single email • services; implement scheduler & batch classes to send daily status emails about recruitment & reminder emails • Integrated QlikView with Salesforce; implemented method for Intuit for complex reporting • Integrated email automation & response capturing system • Automated surveys, real-time response capture in Salesforce • Successful migration of legacy data & reporting • Highly interactive website for live support & easy to access resources • Dynamic management of knowledge base & easy maintenance of articles • Seamless integration to Salesforce portal from legacy support sit • Interactive dashboards with custom filters utilizing Salesforce data in real time • QlikView advanced reporting & dashboard capabilities for data in BI reports Salesforce, Siebel
  • 25. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Industry - Health Pain Points Our Solutions Results • Needed solution for streamline services for refunds & shipping process, customer service adjustments, emails, smart scripts, CTI, & health sheet • Wanted to migrate from Oracle live help chat to OSvC • Needed to streamline existing functionality with no major impacts to existing business • Chat process needed efficient routing to sales & service departments • Manual refund & shipping process • Implemented CTI Siebel feature based on customer need; build real-time Integration to UPS, TRON, & Fit Orbit system • Implemented solution for refund process by using Siebel Workflow, e-Scripting, configuration • Build smart scripts changes • Implemented syndicated conditional chat button & proactive chat pop-up without using hosted customer portal • Engagement engine editor implementation • Simplified refund & shipping process • Streamlined & made existing functionality effective • Improved agent efficiency with automated & correct scripts • Improved customer experiences by offering CTI solution & outbound call feature in Siebel • Simplified customer query process by using smart script • Delivered seamless & efficient CX • Automated customer interactions with call center • Improved reliability & use of chat channel with agent availability status • Increased agent productivity by proactively automating routing of customer chats to specific groups of agents OSvC, Siebel
  • 26. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Industry - Hospitality Pain Points Our Solutions Results • Long history of Siebel use – upgraded from 7.7 to 8.1 to 8.1.1.3 SEA & 1P2014 by a small internal team • Due to competing business & operational initiatives, Needed to outsource application upgrade to a vendor with a proven track record of delivering successful Siebel upgrades • Upgrade project consisted of a development, production test, & production environment • Took a snapshot of development repository & ran a development upgrade in a separate upgrade development environment • Communicated issues in a timely & proactive manner with internal IT team • Upgraded Siebel application to improve overall efficiency • Recorded development repository, successfully ran upgrade in separate environment • Worked closely with company’s internal IT team to deliver a successful upgrade Siebel
  • 27. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Industry - Hospitality Pain Points Our Solutions Results • Difficult to manage turnover of customer requirements from event sales to event management • Decreased agent productivity due to slow customer case resolution • Streamlined sales process in event booking centers & other remote sales offices with browser independence • Implemented & communicated room & function space inventory controls to maximize revenue • Improved productivity & associate satisfaction by providing event sales with seamless access to inventory & daily availability for all properties • Allowed inventory to be easily exposed to electronic channels including Marriott.com & 3rd party meeting planner websites • Reduced system maintenance, training, & support by providing seamless user experience & application integration • Automated email process for efficient customer follow up • Simplified chat routing process OSvC, Siebel
  • 28. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Industry - Automotive Pain Points Our Solutions Results • No portal available for customer interactions/interface • Manual & inefficient access to information caused higher call center costs & agent frustration • Data distributed across systems • Built customer portal to improve customer service experience • Enhanced customer service management process • Improved speed & efficiency by notifying dealers of customer complaints • Implemented an automated & customized tool for dealers to resolve customer complaints • Provided automated access to knowledge articles for customers, dealers & agents • Integrated with Siebel for incident management • Reduced call volume to call center • Facilitated self-support process via customer portal • Provided accurate & timely knowledge to agents for better support & performance • Effective dealer portal to respond to complaints & better CX • Chat enablement for direct customer interactions • Implementation knowledge reduced operational costs of call centers/agents OSvC, Siebel
  • 29. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Industry - Scientific Pain Points Our Solutions Results • Current Siebel CRM application version 8.1.1.3 & its underlying hardware, operating system, & database architecture were old & needed to be modernized • In Internet Explorer 11 with enterprise mode enabled, Siebel high interactivity application pop-up window appeared on the screen • Upgraded Siebel CRM application version & its underlying hardware, operating system, & database architecture • Switched to Windows operating system & upgraded Internet Explorer across enterprise • Disabled the Siebel high interactivity application pop-up window that appeared on the screen. • Updated Siebel CRM application version & underlying hardware, operating system, & database • Fixed the Internet Explorer pop-up window issue Siebel
  • 30. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Industry - Finance Pain Points Our Solutions Results • Current Siebel CRM application version IP14 has Open UI issues & unable to render UI properly to any modern browsers • Siebel IP 14 has introduced functionality issues such as Gantt chart dispatch card, auto commit, email functionality, etc. • Fixed UI rendering Open UI related issues using Siebel Open UI JS, CSS, HTML, custom plugins • Fixed all the functionality related issues by making Siebel configuration, e-script, application level, workflow level changes • Fixed Siebel rendering modern browsers issue • Fixed complex functionality issues like Gantt chart dispatch board, auto commit & other issues • Fixed email related issues helps the users to send email from Siebel using short keys to the customers Siebel
  • 31. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Industry - Automotive Pain Points Our Solutions Results • Current Siebel CRM application has Siebel non- Open UI version & has limitation to IE browser • There’s no Siebel Mobile connected & disconnected mode enabled for current application • No mobile Siebel app solution is available for Volvo partners • Provided Siebel IP14 Open UI solution to address IE browser dependencies • Provided Siebel Open UI features to enable mobile connected & disconnected mode option • Provided executive, search analytics & dashboard reports • Integrated upgraded Siebel application with Siebel MDM application & other sub-systems • Provided solution for Siebel mobile app by using Android/IOS, SiteMinder, Ping Federate, real-time integration • Open UI platform & browser independence reduced browser support & maintenance cost • Mobile connected & disconnected mode helps users • Improved customer experiences by offering customized recommendations Siebel
  • 32. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Siebel - The Future
  • 33. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Siebel Modernization
  • 34. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Enhanced Customer Interactions Personalized Marketing Campaigns Efficient Sales Predictions Optimized Customer Support Data-Driven Insights Streamlined Business Processes Intelligent Lead Scoring Dynamic Pricing Strategies Adaptive Product Recommendations Automated Data Entry Gen AI + Siebel: Benefits
  • 35. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved SoftClouds - Siebel Innovation Labs • Incubation, Innovation labs at SoftClouds • Ideate & create on “next-gen” solutions & connected platforms • Migration/lift-n-shift to cloud (OCI, AWS, Azure, GCP, etc.) • Build Siebel plugins • Innovate on solutions like AI, NLP, etc. • Modernization with integrations (Gen AI, Oracle CX, etc.) • Custom DevOps - CI/CD, etc. for new age development strategies • Bringing ideas to reality with execution
  • 36. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Why SoftClouds? Recognized track record in CRM/CX implementations Deep technical expertise in Siebel & CX technologies Deep industry experience Understanding today’s needs & vision for tomorrow’s demands Proven methodology – flexible approach Trusted partner with innovative mindset
  • 37. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved For more information, please contact us @ info-at-softclouds.com
  • 38. || OPTIONS REDEFINED || Copyright © 2024 SoftClouds - All Rights Reserved Thank You