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Siebel 8.1.1.10


1   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Siebel CRM 8.x Momentum




            Customers Working With Siebel CRM 8.x
2   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Siebel CRM Investment Strategy
        Continued Innovations every year
                                                                                  Siebel 8.3 FP                     Siebel 8.3 FP                    Siebel 8.4 FP

                                               Siebel 8.1/8.2 FP                                    Siebel 8.3 FP                    Siebel 8.4 FP
 Siebel 8.1.1.10
 Siebel 8.2.2.3




        2013                             2014                               2015                  2016              2017            2018          2019


                                                           2014-IP                                                          2017-IP
Siebel 8.1.1.9                                            Siebel 8.3                                                       Siebel 8.4
Siebel 8.2.2.2

                       2013-IP                                                        2015-IP              2016-IP                           2018-IP
                   Siebel 8.1/8.2 IP                                                Siebel 8.3 IP        Siebel 8.3 IP                     Siebel 8.4 IP


       3   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Siebel Roadmap

       2012 Innovations                                                                2013 Innovations                                                              8.3

• Customer Experience                                                       • Customer Experience                                           • Customer Experience
   • New employee and partner experience on any                                   • Cross-channel commerce, loyalty and marketing              • Cross-channel sales and service experience with
     device, channel and browser (Open UI)                                          experience with Siebel –ATG, WC Sites and Social             Siebel- ATG, Retail and Endeca integration
   • iPad and Android tablet apps for field sales and field                         integration                                                • Extended 360 view of the customer with social
     service                                                                      • Improved service experience with integrated Oracle           insights and integrated analytics
   • Real-time rewards and recognition with high                                    Knowledge and social interactions                          • Integrated portal experience for employee and
     performance loyalty engine                                                   • Intelligent offer presentment and execution with Next        customer collaboration with integrated Oracle Social
                                                                                    Best Action (Siebel-RTD integration)                         Network (OSN)
• Industry Innovation
   • Connected mobile for Consumer Goods (CG) and                           • Industry Innovation                                           • Industry Innovation
     Life Sciences (LS)                                                           • Banker’s desktop for Financial Services, Retail apps       • New mobile app for Retail Banking
   • Advanced process enforcement using hierarchical                                for Communications (Siebel integrated                      • Enhanced integration between Trade Promotion
     state model for Public Sector                                                  PoS, Clienteling), Disconnected mobile for CG & LS           Management and Customer Order Management
   • Utilities Order-to-Bill customer and product integration                     • Advanced bundling, mobile commerce and multi-site          • Appeals Management, Case State and Temporal
     with CC&B (Customer Care and Billing)                                          ordering for Communications and Utilities                    Event Management for Public Sector
                                                                                  • Improved citizen experience and case processing for        • Remote monitoring and telematics integration for
• Lower TCO                                                                         Public Sector                                                Manufacturing and Service industries
   • Standardization on Oracle technology for Web                                 • Function space diary and Loyalty for Hospitality
     Services deployment, Reports (BI Publisher) and                                                                                        • Lower TCO
     Secure Enterprise Search                                               • Lower TCO                                                        • Performance improvements using in memory
   • EDQ integration for improved data quality                                    • Application life cycle management – development              database for caching
   • Optimized marketing campaign performance                                       (IRM), deployment, monitoring and diagnostics              • Integration with BPEL for business process innovation
                                                                                  • OPA integration for privacy and survivorship               • Enterprise Management user console for monitoring
                                                                                  • Concept-to-Cash integration for industries




      4    Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Agenda



• Siebel Overview
• 2012-IP Recap
• Announcing Spring 2013 Release
• Fall 2013-IP Release

  5   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Spring Release – 2013
Innovation Focus Themes
                         Goals                                                            Capabilities


Provide customer
value with added
                                                                                      Customer Experience
 innovations at
   lower, more
predictable costs
                                                                           Industry Innovation    Lower TCO



6   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Siebel CRM Spring 2013 -8.1.1.10/8.2.2.3                                                                                                                 Spring -2013

Fall-2012-8.1.1.9/8.2.2.2                                                                               Release Highlights
• Open UI - Framework
                                                    Customer Experience : Usability , Mobile and Social
                                                    • Customer Dashboard and Scheduling, Search, Reports Scheduling and Parameterization, Product catalog renderer
• Connected Mobile Solution
                                                    • Disconnected Mobile for Field Service and Field Sales and Life Sciences
     • Sales, Service, Industr                      • Advanced Scheduling with ORS Integration for Service
           y Solutions (LS & CG)                    • Datamodel for Social profiles – CI listening solution for Service including integrated Knowledge Mgmt, Social Media Marketing
•   Disconnected Mobile                             UCM
    Solution – Framework                            • EDQ Long Term Integration, Child Survivorship, Child Cross referencing and Hierarchy enhancements and Multi Branding Support and
•   CRM Desktop for Lotus                             Transaction Manager
    Notes
•   Eligibility and Effective                       Industry Solutions
                                                     CMU
    Dating enhancements for                         •  ATG – Commerce Solution
    Public Sector                                   •  Advanced Promotions , Response Action Framework
•   Real-time rewards and                           •  AIA - Concept to Cash Enhancements, AIA - Siebel Fleet Mgmt
    recognition with high                           •  Multi-Site Ordering for Utilities
    performance loyalty engine                       T&T, Hospitality, Retail
•   Complex Trials and Trip                         • Deeper Loyalty – 8.2.2 solution, Complete Meeting Packages
                                                    Public Sector Social Services
    Reports for Clinical                            • Citizen Self-Service and Eligibility including eService, Hierarchical State Model, Accessibility with Open UI, Self-Service with OPA,
•   High Availability upgrade and
    Single Step SEA->SIA                            TCO
    upgrade                                         • Incremental Repository Merge (IRM) with IRM reports to identify custom repository changes
•   Deployment and Diagnostics                      •     Advanced Diagnostics
    for Operational Excellence                      •     Oracle database - OCI connection pooling
                                                    •     Certifications : O/S – Windows 2012, HP/UX Itanium V3, Windows 8 support for Siebel Remote, BI Publisher 11g certification



            7   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Customer Experience –
                                       Usability and Mobility


8   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Customer Experience – Usability                                                              Spring -2013
         Reports                                                                     Dynamic reports menu in Open UI

     Solution Overview:
     Intuitive user interface for Open UI to execute reports. Designed for
     use on all browsers and tablets.
     Key Capabilities:
     •   Open UI notifications to show reports generated
     •   Open report directly from the notification list
     •   Intuitive buttons improve tablet usability
     •   Improved usability using collapsible menus and no popups
                                                                                        Directly open reports from notification list
     •   Return context to the application immediately after report
         execution
     •   Less button clicks to execute reports and open report output
     Why It Matters:
     Ability to run interactive reports, scheduled reports and with
     parameters from Open UI on browser and tablets.

Latest information on the Reports forum post:
   http://myforums.oracle.com/jive3/forum.jspa?forumID=3178


          9   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Customer Experience – Usability                                                                             Spring -2013
    Search
                                                                                      Single Search Box with rest of the Menu items
Solution Overview:
Intuitive user interface for Open UI for Search. Designed for use
on all browsers and tablets.


Key Capabilities:
•   Capable of increasing the weight age for each searchable
    fields and search engine returns results based on these
    weights
•   Create/Update/Delete sources directly from the Siebel UI
                                                                                Dynamic Search Results displayed on the same screen
•   Asynchronous indexing and support for both FTP and HTTP
    indexing

Why It Matters:
Ability to search and find results through a single simplified
search menu providing a seem less single UI solution across all
controls like CTI, Search, Reports etc



    10   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
User Experience – Usability                                                                                               Spring -2013
     Customer Dashboard                                                          Persistent & Quick access to customer information through the lifecycle
                                                                                                               of the call

Solution Overview:
Intuitive user interface for Customer Dashboard – single user
interface across the entire application
Key Capabilities:
•   Persistent and quick access to customer information across the
    life cycle of the call
•   Click to call from a form applet
•   Improved usability using collapsible menus and no popups
                                                                                                                Click to Call from Form Applet
•   Email-F9 capability with attachment and template support
•   Notifications with color coding and read/unread options and
    details with hover

Why it Matters:
Lower deployment costs , easy integration with 3rd party vendor
 solutions



     11   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Customer Experience - Usability                                                 Spring -2013
     Web Commerce for Siebel
Solution Overview: Siebel Order Management integrated with ATG Web
  Commerce to enable cross-channel commerce and deliver a more seamless
  shopping and purchasing experience for consumers.
Key Capabilities:
•   Seamlessly create and manage account, contact, and customer information
    across channels.
•   Achieve optimal performance by leveraging integrated sales catalog
    structures, product details, price and promotions
•   Deliver consistent experience by extending product configuration, pricing and
    product eligibility rules from Siebel product catalog to ATG Web Commerce


Why It Matters:
•   Provide continuous clicks-to-bricks and bricks-to-clicks support for customers
    and employees, increase speed of new product introductions and reduce time
    managing data and sales policies in silos




     12   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Customer Experience - Usability                                                           Spring -2013

         Marketing Campaigns
Solution Overview: Improved customer campaigns by
  delivering 1:1 Personalized Message and Offers to customers.
  Extend and enable customers to share offers and content on                        Every Customer is Unique
  social network.
Key Features:
•   Setup URLs for Dynamic Content as well as social sharing
•   Include one or more social network sharing links within email
    template
•   Dynamic URL can point to a 3rd party offer/content repository and
    rules engine to determine the appropriate content for a given
    campaign target
•   Dynamic URLs can be specified with merge fields. The merge field
    content will be passed to URL at runtime.
                                                                                      Then why your emails
Why it Matters:                                                                          look the same?
•   Improved targeting response rate and conversion and customer
    satisfaction, extending to social channels maximizes offer penetration
    and social presence

        13   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Customer Experience - Usability                                                                                        Spring -2013
    Loyalty 8.2.2 - Backported to 8.1.1.10                                                                                    Loyalty 1:1
Enhanced Accrual Process                                                       Enhanced Reward Capabilities
• Process & Data Model                                                         • Dynamic Vouchers
  Enhancement                                                                  • Advanced Voucher Actions
• Enhanced Accrual Web services                                                • Future Dated Vouchers

Enhanced Redemption Process                                                    Enhanced Loyalty Engine                      Business User
• Enhanced redemption web service                                              • User-Defined Engine Parameterization       Empowerment
• Recurring Awards                                                             • Enhanced Processing Log
                                                                               • Advanced Transaction Simulation
Enhanced Promotions Framework                                                  • Custom Transactions Support
• Promotion Designer
• Eligibility Promotions                                                       Enhanced Member Administration
• Transient Variables                                                          • Bulk Promotion Enrollment
                                                                                                                        Industry Best Practices
• Calendar Attributes                                                          • Enhanced Member Search
• Hierarchical Rule Authoring
• Theme Based Promotions                                                       Enhanced Usability
• Rule Library                                                                 • New UI for Partnership Management
• Advanced Search                                                              • New UI for Loyalty Product
• Formula Support                                                                Management

   14   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Customer Experience – Usability                                             Spring -2013

     Customer Care: Improved Employee, Customer and Partner Knowledge
Solution Overview. Oracle Knowledge integration with Siebel’s Call
 center and Web Self-Service provides a unique ability to discover the
 true intent of each inquiry with real-time contextual data from
 enterprise systems to quickly pinpoint the most-relevant answers.


Key Capabilities:
•   It allows agents, customer communities to tap into knowledge from
    various sources collaborate with peers, reach out to subject matter
    experts, and contribute their own expertise.
•   Context-driven search quickly pinpoints relevant answers leveraging
    key information from service requests. Provides historical context of
    the problem resolution for future reference.
•   Industry specific answers on the web with managed Customer
    communities leading to fewer escalations

Why it matters :
Customers today expect superior customer experience across any of
 the channels they interact on




     15   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Customer Experience – Usability                                                                                    Spring -2013
       Customer Care: Advanced Scheduling
Solution Overview: Integrating Siebel Service with Oracle’s
 Real Time scheduler provides a real-time dynamic scheduling
 solution for companies to optimize the scheduling of their
 skilled mobile resources.


Key Capabilities:
• Optimize cost and resource utilization for service
    appointment scheduling
• Minimize appointment window with continuous optimization
    up to point of dispatch
• Meet & exceed customer expectations while keeping
    customers informed in real-time
•   Manage and track employee work
    hours, holidays, availability, skills and updated schedules
    seamlessly

Why It Matters: Superior customer experience by providing on-                     Risk Mitigation Design
time service appointments and helping manage customer                             • Coexistence of both Siebel Scheduler and ORS
expectations                                                                      • Existing customers can phase in ORS

      16   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Customer Experience – Mobility                                              Spring -2013
      Functional Changes

Basic Operations and Look and Feel
•   Allows user to create an icon for the mobile application
    on the home page
•   Hides away the URL to provide much cleaner look and
    feel
•   Icons moved and related items aligned properly
•   Changed hyperlink to icons for drill down
•   Automatic Platform differentiation between tablet and
    Smartphone

Device/App Integration
•   Customers can use the camera to capture a picture or
    video and attach it to the calls/accounts/contacts

Specialized Logic
• Allows users to create or view attachments attach new
  documents to the calls/contacts/accounts


      17   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Customer Experience – Mobility                                                                                      Summer -2013
    Disconnected Capability

Key Considerations
• Maintain device and OS independence
• Continue to leverage Siebel configuration                                                       Txn Sync
  and Meta-data                                                                                   Wrapper

• Client side enhancements to manage                                                                             Sync
                                                                                                                  API
  state in disconnected mode
• Server side enhancements to support                                                              Data
  richer meta-data needs of client                                              Disconnected     Generation
                                                                                   Mobile         Wrapper
• Full set of Sync Process -
  Incremental, Full, Object level
• Server and Client side enhancements to                                                                                     DM Txn Tables
  support incremental sync
• Total Cost of Ownership (TCO) and
  Deployment
                                                                                               Siebel Server with Remote and HH enabled


    18   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Customer Experience – Mobility                                                                                             Summer -2013
      Empowering Field Service Technician

Basic Operations                                                                  Basic Operations
• Create, View, Update & Delete SRs, Activities, Accounts                         • Create, View, Update and Delete SRs, Activities, Accounts
 , Assets, Parts Inventory, Orders, Invoices (C)                                   , Assets, Parts Inventory, Orders, Invoices (D)
Device/App Integration
• Google Maps Integration ( C)                                                    Special Logic
Special Logic                                                                     • Automatic Invoice Generation (D)
• Automatic Invoice Generation (C)                                                • Check Parts Availability in Trunk from within Service Activity (
• Part Tracker Inventory Update (C)                                                D)
• Activity Status State Transitions ( C)                                          • Single Click Order Creation (D)
• Check Part Availability in Trunk ( C)                                           • Activity Status State Transitions ( D)
• Single Click Order Creation (C)                                                 • Capture Customer Signature (D)
• Capture Customer Signature (C)
    C-Connected Available Now; D – Disconnected

      19   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Customer Experience – Mobility                                              Summer -2013
      Empowering Pharmaceutical Sales Rep
Basic Operations
• Plan, Schedule and Execute Calls, Drop Samples, Detail Products and
 Capture Signature
Device/App Integration
• Google Maps Integration ( C)
• Camera Integration (C, D)
Special Logic
• Attachment (C, D)
• Sample Drop (C, D)
• Detail Products (C, D)
• Signature Capture ( C, D)
• Able to pass call a 3rd party application for eDetailing (C, D)
• Able to record response from 3rd party eDetailer (C, D)
  C-Connected D – Disconnected
      20   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Customer Experience – Mobility                                                                               Fall -2013
            Empowering Field Service Technician

Basic Operations                                                               Specialized Logic
• Support Solutions, Asset Hierarchy, Customer                                 • Check Part Availability in Trunk ( D)
 Survey, View peer truck stock                                                 • Part Tracker Inventory Update (D)
• Support Leads, Timesheets, Quotes, Contracts and                             • Automatic Quote Generation from SR ( C)
 Expense Reports ( C,D)                                                        • Spare Part Pricing and Ordering ( C)
Device/App Integration                                                         • Asset Warranty eligibility check ( C)
• Camera (Photo/Video) Integration (C, D)                                      • Timesheet Automation ( C)
• Facetime Integration ( C)                                                    • Receive Parts and update Inventory ( C, D)
• Offline Google Maps Integration ( D)                                         • Cycle Counting ( C)
• Barcode Integration ( C,D)                                                   • Print Invoice ( C,D)
• GPS Integration ( C)                                                         • Email Invoice (C)
• Calendar Integration ( C)

   21   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Customer Experience – Social




22   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Customer Experience - Social                                                                                      Spring -2013
     Integration to Oracle Social Relationship Management (SRM)
                                                                                                         Contact Social Profiles enhance
Solution Overview: Basic Siebel CRM social media integration                                                   customers 360 view
 framework for integration with Oracle Social Engagement & Monitoring
 and Social Marketing cloud services.
Key Capabilities:
•   Match social authors to existing contact within CRM                                                      Contact
    system, create activities to record interactions.
•   Engage customers on the social channel from a single unified                                   Contact Social Profiles
    Desktop interface for improved interaction
•   Monitoring consumer trends allows for cross-sell and up-sell of              Social Profile Attributes         Social Profile Interactions
    products through call center and self-service channels
•   Monitor sentiments and react directly through the social channels                                 Service Request creation from social
                                                                                                            media posts in Oracle SEM
    reaching the complete sphere of influence that the consumer has.


Why It Matters: Leverage the leading capabilities of Oracle SRM product
 services with Siebel CRM for Service and Marketing use cases. Full
 service offering for the social media channel. Create leads from social
 media and manage social media campaigns within Siebel CRM. Expand
 customer 360 with Contact Social Profiles.


     23   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Customer Experience - Social                                               Spring -2013
         Integration to Oracle Social Marketing
Solution Overview: Siebel Marketing integrated with Oracle SRM to
 enable closed-loop, cross-channel campaigns with integrated
 social media, for marketers to engage with prospects on social
 networks , capture leads based on their social actions, maximize
 insight and overall marketing effectiveness
Key Capabilities:
•   Associate Siebel Marketing campaigns with social messages
    and components (Phase 1)
•   Capture new leads from social interactions in Siebel (Phase 1)
•   Social sharing from traditional channels: email and Web (Phase
    1/2)
•   Cross-channel campaign analysis (Phase 2)
•   Unified customer profiles with social insight for superior
    segmentation and targeting capabilities (Phase 2)
•   Track revenue attribution by traditional and social channels
    (Phase 3)
• Why It Matters
    • The integration will allow marketers to combine traditional and
      social channels to maximize reach, relevance and revenue and
      deliver rich cross-channel CX



        24   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Industry Innovations




25   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Spring -2013
         Industry Innovation
         Integrated Cross-Channel Case Management for Public Sector
                                                                                 Modern Citizen Portal with More Self-
                                                                                             Service Options
• Solution Overview: Provide world class citizen service via an integrated
  eligibility and case management offering to government customers.

• Key Capabilities: Support for complex citizen self-service and integrated
  eligibility scenarios across programs, agencies, and service providers via
      • Streamlined user experience for employees, citizens and partners
      • Fully accessible and government client applications aligned to Section
        508 and WCAG 2.0 AA standards
                                                                                        Enhanced Application Intake, Contact
      • Refined effective dating capabilities to manage different change of                Matching and Application Review
        circumstances situations                                                                     Processing
      • Enhanced citizen experience through new self-service capabilities like
        online applications, appeal requests, and appointment scheduling
      • Integration with Oracle Policy Automation for complete self-service
        application intake, contact matching and application processing
      • Enhanced state based process control for Public Sector objects

• Why It Matters: Allows governments to focus on cross-channel, outcomes-
  driven citizen experience and service delivery, while responding to fast
  changing policy and declining budgets.                                              PS State Model, Updates for Latest OPA
                                                                                         Connector and New Effective Dating
                                                                                        Features (including Future Dating and
                                                                                                Effective Date Status)


    26   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Industry Innovation                                                                                        Spring -2013
        Commerce Automation using Response Action Framework
Solution Overview: Enable service providers to create personalized
                                                                                   Create Personalized Actionable Offers
 actionable offers that customers can accept with one click and that can
 be used on the Web or on channels where there is limited user
 interactivity, such as SMS and IVR.
Key Capabilities: The new response-action framework automates offer
 execution and supports key order processes, including asset-based
 ordering. New web services simplify the offer-to-order process for non-
 assisted interactions. Key features include
•   Product Offer Administration: New administration views to create and
    maintain product offers
•   Product Offer Presentment: Recommend eligible product offers based                       Declarative framework to automate offer
    on customers’ installed assets and automate offer execution.                                             execution

•   Product Offer Web Services: New web services to get recommended
    offers for a customer and apply an offer to create a quote or order
•   Product Configurator Web Service for Orders: New product
    configurator web service to add and configure products in a sales order
Why It Matters: Enhances business agility by simplifying the offer to order
 process for non-assisted interactions and improving developer
 productivity and application maintainability.



       27   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Industry Innovation                                                                                                                  Spring -2013
        Complete Meeting Packages for Hospitality
                                                                                                                          Packaged group offerings to meet the
Solution Overview: Provide enhanced sales and event management                                                              complete needs of event planners
 capabilities for effectively managing complete meeting packages
                                                                                                           Meeting
                                                                                                           Package
Key Capabilities: Support the bundling of function spaces, sleeping
 rooms, catering, audio/visual and other event order items into a single                                                    Non-Function
                                                                                     Functions           Room Blocks
 meeting package                                                                                                             Line Items

•   Per person prices to simplify quoting to customers
                                                                                    Function Line      Room Block Line
•   Revenue allocationed by revenue categories for detailed accounting                 Items               Items
    and tracking
                                                                                                    Enhanced quote management capabilities
•   Enhanced pricing capabilities to support modifications to the package                              to provide for easy meeting package
                                                                                                                    detailing
    price during negotiations
•   Comprehensive pro-forma report to provide a complete picture of the
    event
Why It Matters: Allows hospitality companies to maximize revenue by
 selling pre-packaged events that have been assembled and optimized by
 revenue managers. Also increases customer satisfaction by offering a
 package with a simple pricing structure allowing them to easily manage
                                                                                                                                 Revenue Allocations, Pro-Forma
 budgets.                                                                                                                      Report, Non-function line items, Package
                                                                                                                                   Restrictions and Effective Dates




        28   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Industry Innovation                                                                                                        Spring -2013
        Billing and Product Management for Utilities
Solution Overview: Allows Utilities to offer customers with convenience and a rich
 set of Billing options, processed seamlessly between the multi-channel contact
 center and the back office

Key Capabilities:
•   Support an integrated solution between Siebel Utilities and Oracle Utilities
    Customer Care & Billing to deliver customer and product synchronization
        – Synchronization of New Customer information from Siebel Energy to
          CC&B: Billing Account, Address, Contact, Billing Profiles, Statement
          Profiles
        – Synchronization of Customer information Updates from Siebel Energy
          to CC&B
        – Synchronization of rate information from CC&B to Siebel Energy
•   Secondary Bill Recipients and Seasonal Addresses for primary/secondary bill                   Inbound
                                                                                                             Synchronize Product
    recipients
•   Central Repository of Bank information                                                                   Order Management
                                                                                                  Outbound
                                                                                                                   Process                Oracle
                                                                                      Oracle                    Submit Order              Utilities
                                                                                      Siebel                                             Customer
Why It Matters: Utilities benefit from lower TCO, lower risk, and faster deployment     for                                              Care and
 with pre-build integration while enabling best practice processes to ensure          Utilities   Inbound                                 Billing
 superior Customer Experience                                                                     Outbound    Create Customer


                                                                                                  Outbound
                                                                                                              Update Customer
       29   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
TCO




30   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Lower TCO                                                                                                        Spring -2013
    Platform Support

• Database Management System                     • Web Server
   • IBM DB2 (LUW) 9.7 (w/ corresponding client)   • IBM HTTP Server v7 on AIX 6.1, 7.1
   • IBM DB2 for zOS v10 (DB2 Connect 9.7)         • Microsoft IIS7.5 on Windows 2008 R2
   • Oracle 11g R2 (11G R2 Client, DD 6.1))        • OHS (OEL 6, RHEL 6) 11g
   • MS SQL Server 2008 R2 (v10 client)            • Sun Java System Web Server EE 7 on Sol
                                                     10,11/SPARC
                                                                                • Client Environments
• Siebel Enterprise Server OS                                                      • HI Client on IE 8
   • Windows 2012 Server 64 bit                                                    • Windows 8 on Disconnected client
   • Windows 2008 R2 Server 64 bit                                                 • OpenUI Client on the following browser standards
   • Sun Solaris 10,11 on SPARC
                                                                                      • HTML 5 .01
   • Oracle Enterprise Linux 6.1 on 64 bit
   • IBM AIX 6L and 7L, AIX 6.1, 7.1                                                  • CSS 3.0
                                                                                      • Java Script 1.6+
                                                                                   Note: OpenUI is supported on any browser
                                                                                     supporting these standards

    31   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Spring -2013
        Lower TCO
        Diagnostics
Operational Excellence
• Identify slow running SQL
• Single Siebel Admin view
   providing diagnostic view of the                                            List of all failed processes in this Siebel Enterprise             List of all users affected by the selected failed process
   following
  • Crash logs embedded in views
  • Map to FDR data for last know
     user interactions that caused
     the crash
  • List of users attached to
     process that crashed

                                                                                             Dump of activity just prior to process failure
Key Benefits
• Ability to self-diagnose issues
• Identify user triggering slow
  running SQL and help change
  user behavior
• Identify users affected by crash
  and proactively notify users                                                                                                                Crash.txt file content for the selected failed process



   32   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
How do we get to Spring Release-2013?
                                                                             Public Sector/Health      All Other Industries
                                                                             and Human Services

                                               New Customers                Installing Siebel       Installing Siebel
                                                                            8.2.2.3                 8.1.1.10


                                         Existing Customers Upgrade to Siebel                       Upgrade to Siebel
                                                7.x, 8.0    8.2.2.3                                 8.1.1.10

                                         Existing Customers Uptake Siebel 8.2.2.3 Uptake Siebel 8.1.1.10
                                               8.1*,8.2*    with Incremental      with Incremental
                                                            Repository            Repository Merge(IRM)
                                                            Merge(IRM)


33   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Spring -2013
          Lower TCO
          Incremental Repository Merge(IRM)
Solution Overview: Provide a wizard in Siebel Tools to
deploy and import the innovation packs. IRM is mandatory
to install innovation packs
Key Capabilities:
• With 8.1.1.10/8.2.2.2 all ACRs are bundled up once a
  year as an Innovation Pack to reduce multiple steps to
  install ACRs
• Comparison between base version, prior customer
  repository and Siebel’s new innovation pack content
• Creates a new customized repository – final, copied
  and merged repository
• Logical Schema applied to physical database
• Seed data imported (also language-specific seed data)
Why it matters:
• Reduce cost of development uptake of innovation
  packs and upgrades and allow customer to go to
  market faster

     34   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Spring -2013
         Lower TCO
         Incremental Repository Merge(IRM)
Hierarchical Merge Conflict Reports:
Filter Report by choosing
•   Siebel and customer modified : These are the ones where
    Oracle has changed the same object that the customer has
•   Siebel modified: Only Siebel has changed these objects.
•   All: Everything in the conflict data report
Report Capabilities:
•   Browse Objects like Object Explorer and Filter them
•   View Objects and their dependencies
•   Asterisks mean that an object the current object depends on
    has changed.
•   Click Show Dependencies button to see object.
•   See what has changed in a dependent object by drilling down
    on the parent




    35   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Spring -2013
        Lower TCO
        Incremental Repository Merge(IRM)

Workflow/Task Visual Compare
Tool
• The workflow/task difference utility
  makes spotting differences in versions
  of workflows and tasks easy.
• Select two versions of the same
  process or task and right click to
  choose Compare ObjectsSelected.
• The version selected first is on the
  bottom (usually the new one) and the
  version on top is the older version.
• In a step in one version is the color red
  it has been deleted from that version.
  Yellow means it has been updated.
  Green means it is a new step.



   36   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Agenda



• Siebel Overview
• 2012-IP Recap
• Announcing Spring 2013 Release
• Fall 2013-IP Release

 37   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Siebel CX Integrations Already Delivered                                                                                                   Available Now


          Oracle Solution                                                      Integration Description                Integration           Release            Status
                                                                                                                         Type              Delivered

Oracle Real-Time Scheduling                       • Advanced Scheduling for Field Sales/Service              •Productized Integration      •8.1 / 8.2   •Complete
ATG Commerce                • Cross Channel OM for Web Commerce (Cross Industry) •Tech Note & Reference Code                               •8.1 / 8.2   •Complete
                            • Integrated Contextual Knowledge for Contact center
Oracle Knowledge Management                                                      •Productized Integration                                  •8.1 / 8.2   •Complete
                            and Self-Service
RNOW                        • OPA for RNOW Service                               •Tech Note & Reference Code                               •8.1 / 8.2   •Complete
Siebel OM to RGBU POS                             • POS for Siebel Customers                                 •Tech Note & Reference Code   •8.1 / 8.2   •Complete
Oracle Policy Automation                          •Policy Automation for Siebel (OPA & Siebel)               •Productized Integration      •8.1 / 8.2   •Complete
Real-Time Decisioning                             •RTD/Next Best Action and Siebel (Siebel & RTD)            •Productized Integration      •8.1 / 8.2   •Complete
                                                  •Order to Cash for Siebel (Siebel & eBS)
EBS                                                                                                          •Productized Integration      •8.1 / 8.2   •Complete
                                                  •Product and Customer Master for Siebel (Siebel & eBS)
                                                  •Service Provisioning in Service Industry and Siebel
OSM                                                                                                          •Productized Integration      •8.1 / 8.2   •Complete
                                                   (Siebel & OSM)
                                                  •Agent Assisted Billing Care in Communications Industry
Communications Billing                                                                                       •Productized Integration      •8.1 / 8.2   •Complete
                                                   for Siebel
                                                  • Order to Bill integration in Deregulated Utilities for
Utilities Billing                                                                                            •Productized Integration      •8.1 / 8.2   •Complete
                                                   Siebel
Transportation Quoting                            •Transportation Quoting & Fleet Management for Siebel •Productized Integration           •8.1 / 8.2   •Complete



         38   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Siebel CX Integrations Planned and Underway                                                                                            Planned

        Oracle Solution                                             Integration Description             Integration         Family        Planned           Status
                                                                                                           Type             Priority      Release

                                                                                                •Tech Note & Reference
Oracle Social Network                       • Cross team Social Collaboration for CRM                                    •2013 – 1     •IP2013      •In Progress
                                                                                                Code
                                                                                                •Tech Note & Reference
                                            •Cross Channel OM for Web Commerce (Industry) Code
ATG Commerce                                                                                                             •2013 – 2     •IP2013      •In Progress
                                            •Loyalty for Web Commerce                           •Tech Note & Reference
                                                                                                Code
                                                                                                •Tech Note & Reference
                                            • Personalized marketing campaigns on social
Social Relationship                                                                             Code                     •2013 – 3     •8.1.1.10    •In Progress
                                            channels
Management                                                                                      •Tech Note & Reference   •2013 – 4     •8.1.1.10    •In Progress
                                            • Listen and Respond in social channels for service
                                                                                                Code
Distributed Order                           • Orchestrating demand capture for Siebel           •Tech Note & Reference
                                                                                                                         •2013 – 6     •8.1.1.10    •Complete
Orchestration                               Commerce                                            Code
WC Sites                                    • Personalized marketing content delivery for Siebel •TBD                    •2013 – 8     •IP14        •In Progress
                                                                                              •Tech Note & Reference
                                            •Empowering Customer Self-Service for Siebel                                 •2013 – 9     •IP2013/14   •In Progress
                                                                                              Code
RNOW                                        • Enhanced on-line billing(eBilling) for RNOW                                •2013 – 10    •IP2013/14   •In Progress
                                                                                              •Tech Note & Reference
                                            Service                                                                      •2013 – 12    •IP2013      •In Progress
                                                                                              Code
                                                                                              •Tech Note & Reference
Real Time Decisions                         • Next best action and recommendations for Siebel                            •2013 – 11    •IP 2013     •In Progress
                                                                                              Code
Geo-Spatial                                 • Geo Spatial Visualization for Siebel            •Tech Note                 •2013 – 14    •IP 2013     •In Progress
Click to Call / Chat                        • Integrated Click to Call / Chat for Siebel      •Tech Note                 •2013 – 15    •IP2013      •In Progress


             39   Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

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Siebel 8.1.1.0 innovation pack 2013 spring release

  • 1. Siebel 8.1.1.10 1 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 2. Siebel CRM 8.x Momentum Customers Working With Siebel CRM 8.x 2 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 3. Siebel CRM Investment Strategy Continued Innovations every year Siebel 8.3 FP Siebel 8.3 FP Siebel 8.4 FP Siebel 8.1/8.2 FP Siebel 8.3 FP Siebel 8.4 FP Siebel 8.1.1.10 Siebel 8.2.2.3 2013 2014 2015 2016 2017 2018 2019 2014-IP 2017-IP Siebel 8.1.1.9 Siebel 8.3 Siebel 8.4 Siebel 8.2.2.2 2013-IP 2015-IP 2016-IP 2018-IP Siebel 8.1/8.2 IP Siebel 8.3 IP Siebel 8.3 IP Siebel 8.4 IP 3 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 4. Siebel Roadmap 2012 Innovations 2013 Innovations 8.3 • Customer Experience • Customer Experience • Customer Experience • New employee and partner experience on any • Cross-channel commerce, loyalty and marketing • Cross-channel sales and service experience with device, channel and browser (Open UI) experience with Siebel –ATG, WC Sites and Social Siebel- ATG, Retail and Endeca integration • iPad and Android tablet apps for field sales and field integration • Extended 360 view of the customer with social service • Improved service experience with integrated Oracle insights and integrated analytics • Real-time rewards and recognition with high Knowledge and social interactions • Integrated portal experience for employee and performance loyalty engine • Intelligent offer presentment and execution with Next customer collaboration with integrated Oracle Social Best Action (Siebel-RTD integration) Network (OSN) • Industry Innovation • Connected mobile for Consumer Goods (CG) and • Industry Innovation • Industry Innovation Life Sciences (LS) • Banker’s desktop for Financial Services, Retail apps • New mobile app for Retail Banking • Advanced process enforcement using hierarchical for Communications (Siebel integrated • Enhanced integration between Trade Promotion state model for Public Sector PoS, Clienteling), Disconnected mobile for CG & LS Management and Customer Order Management • Utilities Order-to-Bill customer and product integration • Advanced bundling, mobile commerce and multi-site • Appeals Management, Case State and Temporal with CC&B (Customer Care and Billing) ordering for Communications and Utilities Event Management for Public Sector • Improved citizen experience and case processing for • Remote monitoring and telematics integration for • Lower TCO Public Sector Manufacturing and Service industries • Standardization on Oracle technology for Web • Function space diary and Loyalty for Hospitality Services deployment, Reports (BI Publisher) and • Lower TCO Secure Enterprise Search • Lower TCO • Performance improvements using in memory • EDQ integration for improved data quality • Application life cycle management – development database for caching • Optimized marketing campaign performance (IRM), deployment, monitoring and diagnostics • Integration with BPEL for business process innovation • OPA integration for privacy and survivorship • Enterprise Management user console for monitoring • Concept-to-Cash integration for industries 4 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 5. Agenda • Siebel Overview • 2012-IP Recap • Announcing Spring 2013 Release • Fall 2013-IP Release 5 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 6. Spring Release – 2013 Innovation Focus Themes Goals Capabilities Provide customer value with added Customer Experience innovations at lower, more predictable costs Industry Innovation Lower TCO 6 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 7. Siebel CRM Spring 2013 -8.1.1.10/8.2.2.3 Spring -2013 Fall-2012-8.1.1.9/8.2.2.2 Release Highlights • Open UI - Framework Customer Experience : Usability , Mobile and Social • Customer Dashboard and Scheduling, Search, Reports Scheduling and Parameterization, Product catalog renderer • Connected Mobile Solution • Disconnected Mobile for Field Service and Field Sales and Life Sciences • Sales, Service, Industr • Advanced Scheduling with ORS Integration for Service y Solutions (LS & CG) • Datamodel for Social profiles – CI listening solution for Service including integrated Knowledge Mgmt, Social Media Marketing • Disconnected Mobile UCM Solution – Framework • EDQ Long Term Integration, Child Survivorship, Child Cross referencing and Hierarchy enhancements and Multi Branding Support and • CRM Desktop for Lotus Transaction Manager Notes • Eligibility and Effective Industry Solutions CMU Dating enhancements for • ATG – Commerce Solution Public Sector • Advanced Promotions , Response Action Framework • Real-time rewards and • AIA - Concept to Cash Enhancements, AIA - Siebel Fleet Mgmt recognition with high • Multi-Site Ordering for Utilities performance loyalty engine T&T, Hospitality, Retail • Complex Trials and Trip • Deeper Loyalty – 8.2.2 solution, Complete Meeting Packages Public Sector Social Services Reports for Clinical • Citizen Self-Service and Eligibility including eService, Hierarchical State Model, Accessibility with Open UI, Self-Service with OPA, • High Availability upgrade and Single Step SEA->SIA TCO upgrade • Incremental Repository Merge (IRM) with IRM reports to identify custom repository changes • Deployment and Diagnostics • Advanced Diagnostics for Operational Excellence • Oracle database - OCI connection pooling • Certifications : O/S – Windows 2012, HP/UX Itanium V3, Windows 8 support for Siebel Remote, BI Publisher 11g certification 7 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 8. Customer Experience – Usability and Mobility 8 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 9. Customer Experience – Usability Spring -2013 Reports Dynamic reports menu in Open UI Solution Overview: Intuitive user interface for Open UI to execute reports. Designed for use on all browsers and tablets. Key Capabilities: • Open UI notifications to show reports generated • Open report directly from the notification list • Intuitive buttons improve tablet usability • Improved usability using collapsible menus and no popups Directly open reports from notification list • Return context to the application immediately after report execution • Less button clicks to execute reports and open report output Why It Matters: Ability to run interactive reports, scheduled reports and with parameters from Open UI on browser and tablets. Latest information on the Reports forum post: http://myforums.oracle.com/jive3/forum.jspa?forumID=3178 9 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 10. Customer Experience – Usability Spring -2013 Search Single Search Box with rest of the Menu items Solution Overview: Intuitive user interface for Open UI for Search. Designed for use on all browsers and tablets. Key Capabilities: • Capable of increasing the weight age for each searchable fields and search engine returns results based on these weights • Create/Update/Delete sources directly from the Siebel UI Dynamic Search Results displayed on the same screen • Asynchronous indexing and support for both FTP and HTTP indexing Why It Matters: Ability to search and find results through a single simplified search menu providing a seem less single UI solution across all controls like CTI, Search, Reports etc 10 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 11. User Experience – Usability Spring -2013 Customer Dashboard Persistent & Quick access to customer information through the lifecycle of the call Solution Overview: Intuitive user interface for Customer Dashboard – single user interface across the entire application Key Capabilities: • Persistent and quick access to customer information across the life cycle of the call • Click to call from a form applet • Improved usability using collapsible menus and no popups Click to Call from Form Applet • Email-F9 capability with attachment and template support • Notifications with color coding and read/unread options and details with hover Why it Matters: Lower deployment costs , easy integration with 3rd party vendor solutions 11 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 12. Customer Experience - Usability Spring -2013 Web Commerce for Siebel Solution Overview: Siebel Order Management integrated with ATG Web Commerce to enable cross-channel commerce and deliver a more seamless shopping and purchasing experience for consumers. Key Capabilities: • Seamlessly create and manage account, contact, and customer information across channels. • Achieve optimal performance by leveraging integrated sales catalog structures, product details, price and promotions • Deliver consistent experience by extending product configuration, pricing and product eligibility rules from Siebel product catalog to ATG Web Commerce Why It Matters: • Provide continuous clicks-to-bricks and bricks-to-clicks support for customers and employees, increase speed of new product introductions and reduce time managing data and sales policies in silos 12 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 13. Customer Experience - Usability Spring -2013 Marketing Campaigns Solution Overview: Improved customer campaigns by delivering 1:1 Personalized Message and Offers to customers. Extend and enable customers to share offers and content on Every Customer is Unique social network. Key Features: • Setup URLs for Dynamic Content as well as social sharing • Include one or more social network sharing links within email template • Dynamic URL can point to a 3rd party offer/content repository and rules engine to determine the appropriate content for a given campaign target • Dynamic URLs can be specified with merge fields. The merge field content will be passed to URL at runtime. Then why your emails Why it Matters: look the same? • Improved targeting response rate and conversion and customer satisfaction, extending to social channels maximizes offer penetration and social presence 13 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 14. Customer Experience - Usability Spring -2013 Loyalty 8.2.2 - Backported to 8.1.1.10 Loyalty 1:1 Enhanced Accrual Process Enhanced Reward Capabilities • Process & Data Model • Dynamic Vouchers Enhancement • Advanced Voucher Actions • Enhanced Accrual Web services • Future Dated Vouchers Enhanced Redemption Process Enhanced Loyalty Engine Business User • Enhanced redemption web service • User-Defined Engine Parameterization Empowerment • Recurring Awards • Enhanced Processing Log • Advanced Transaction Simulation Enhanced Promotions Framework • Custom Transactions Support • Promotion Designer • Eligibility Promotions Enhanced Member Administration • Transient Variables • Bulk Promotion Enrollment Industry Best Practices • Calendar Attributes • Enhanced Member Search • Hierarchical Rule Authoring • Theme Based Promotions Enhanced Usability • Rule Library • New UI for Partnership Management • Advanced Search • New UI for Loyalty Product • Formula Support Management 14 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 15. Customer Experience – Usability Spring -2013 Customer Care: Improved Employee, Customer and Partner Knowledge Solution Overview. Oracle Knowledge integration with Siebel’s Call center and Web Self-Service provides a unique ability to discover the true intent of each inquiry with real-time contextual data from enterprise systems to quickly pinpoint the most-relevant answers. Key Capabilities: • It allows agents, customer communities to tap into knowledge from various sources collaborate with peers, reach out to subject matter experts, and contribute their own expertise. • Context-driven search quickly pinpoints relevant answers leveraging key information from service requests. Provides historical context of the problem resolution for future reference. • Industry specific answers on the web with managed Customer communities leading to fewer escalations Why it matters : Customers today expect superior customer experience across any of the channels they interact on 15 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 16. Customer Experience – Usability Spring -2013 Customer Care: Advanced Scheduling Solution Overview: Integrating Siebel Service with Oracle’s Real Time scheduler provides a real-time dynamic scheduling solution for companies to optimize the scheduling of their skilled mobile resources. Key Capabilities: • Optimize cost and resource utilization for service appointment scheduling • Minimize appointment window with continuous optimization up to point of dispatch • Meet & exceed customer expectations while keeping customers informed in real-time • Manage and track employee work hours, holidays, availability, skills and updated schedules seamlessly Why It Matters: Superior customer experience by providing on- Risk Mitigation Design time service appointments and helping manage customer • Coexistence of both Siebel Scheduler and ORS expectations • Existing customers can phase in ORS 16 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 17. Customer Experience – Mobility Spring -2013 Functional Changes Basic Operations and Look and Feel • Allows user to create an icon for the mobile application on the home page • Hides away the URL to provide much cleaner look and feel • Icons moved and related items aligned properly • Changed hyperlink to icons for drill down • Automatic Platform differentiation between tablet and Smartphone Device/App Integration • Customers can use the camera to capture a picture or video and attach it to the calls/accounts/contacts Specialized Logic • Allows users to create or view attachments attach new documents to the calls/contacts/accounts 17 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 18. Customer Experience – Mobility Summer -2013 Disconnected Capability Key Considerations • Maintain device and OS independence • Continue to leverage Siebel configuration Txn Sync and Meta-data Wrapper • Client side enhancements to manage Sync API state in disconnected mode • Server side enhancements to support Data richer meta-data needs of client Disconnected Generation Mobile Wrapper • Full set of Sync Process - Incremental, Full, Object level • Server and Client side enhancements to DM Txn Tables support incremental sync • Total Cost of Ownership (TCO) and Deployment Siebel Server with Remote and HH enabled 18 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 19. Customer Experience – Mobility Summer -2013 Empowering Field Service Technician Basic Operations Basic Operations • Create, View, Update & Delete SRs, Activities, Accounts • Create, View, Update and Delete SRs, Activities, Accounts , Assets, Parts Inventory, Orders, Invoices (C) , Assets, Parts Inventory, Orders, Invoices (D) Device/App Integration • Google Maps Integration ( C) Special Logic Special Logic • Automatic Invoice Generation (D) • Automatic Invoice Generation (C) • Check Parts Availability in Trunk from within Service Activity ( • Part Tracker Inventory Update (C) D) • Activity Status State Transitions ( C) • Single Click Order Creation (D) • Check Part Availability in Trunk ( C) • Activity Status State Transitions ( D) • Single Click Order Creation (C) • Capture Customer Signature (D) • Capture Customer Signature (C) C-Connected Available Now; D – Disconnected 19 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 20. Customer Experience – Mobility Summer -2013 Empowering Pharmaceutical Sales Rep Basic Operations • Plan, Schedule and Execute Calls, Drop Samples, Detail Products and Capture Signature Device/App Integration • Google Maps Integration ( C) • Camera Integration (C, D) Special Logic • Attachment (C, D) • Sample Drop (C, D) • Detail Products (C, D) • Signature Capture ( C, D) • Able to pass call a 3rd party application for eDetailing (C, D) • Able to record response from 3rd party eDetailer (C, D) C-Connected D – Disconnected 20 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 21. Customer Experience – Mobility Fall -2013 Empowering Field Service Technician Basic Operations Specialized Logic • Support Solutions, Asset Hierarchy, Customer • Check Part Availability in Trunk ( D) Survey, View peer truck stock • Part Tracker Inventory Update (D) • Support Leads, Timesheets, Quotes, Contracts and • Automatic Quote Generation from SR ( C) Expense Reports ( C,D) • Spare Part Pricing and Ordering ( C) Device/App Integration • Asset Warranty eligibility check ( C) • Camera (Photo/Video) Integration (C, D) • Timesheet Automation ( C) • Facetime Integration ( C) • Receive Parts and update Inventory ( C, D) • Offline Google Maps Integration ( D) • Cycle Counting ( C) • Barcode Integration ( C,D) • Print Invoice ( C,D) • GPS Integration ( C) • Email Invoice (C) • Calendar Integration ( C) 21 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 22. Customer Experience – Social 22 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 23. Customer Experience - Social Spring -2013 Integration to Oracle Social Relationship Management (SRM) Contact Social Profiles enhance Solution Overview: Basic Siebel CRM social media integration customers 360 view framework for integration with Oracle Social Engagement & Monitoring and Social Marketing cloud services. Key Capabilities: • Match social authors to existing contact within CRM Contact system, create activities to record interactions. • Engage customers on the social channel from a single unified Contact Social Profiles Desktop interface for improved interaction • Monitoring consumer trends allows for cross-sell and up-sell of Social Profile Attributes Social Profile Interactions products through call center and self-service channels • Monitor sentiments and react directly through the social channels Service Request creation from social media posts in Oracle SEM reaching the complete sphere of influence that the consumer has. Why It Matters: Leverage the leading capabilities of Oracle SRM product services with Siebel CRM for Service and Marketing use cases. Full service offering for the social media channel. Create leads from social media and manage social media campaigns within Siebel CRM. Expand customer 360 with Contact Social Profiles. 23 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 24. Customer Experience - Social Spring -2013 Integration to Oracle Social Marketing Solution Overview: Siebel Marketing integrated with Oracle SRM to enable closed-loop, cross-channel campaigns with integrated social media, for marketers to engage with prospects on social networks , capture leads based on their social actions, maximize insight and overall marketing effectiveness Key Capabilities: • Associate Siebel Marketing campaigns with social messages and components (Phase 1) • Capture new leads from social interactions in Siebel (Phase 1) • Social sharing from traditional channels: email and Web (Phase 1/2) • Cross-channel campaign analysis (Phase 2) • Unified customer profiles with social insight for superior segmentation and targeting capabilities (Phase 2) • Track revenue attribution by traditional and social channels (Phase 3) • Why It Matters • The integration will allow marketers to combine traditional and social channels to maximize reach, relevance and revenue and deliver rich cross-channel CX 24 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 25. Industry Innovations 25 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 26. Spring -2013 Industry Innovation Integrated Cross-Channel Case Management for Public Sector Modern Citizen Portal with More Self- Service Options • Solution Overview: Provide world class citizen service via an integrated eligibility and case management offering to government customers. • Key Capabilities: Support for complex citizen self-service and integrated eligibility scenarios across programs, agencies, and service providers via • Streamlined user experience for employees, citizens and partners • Fully accessible and government client applications aligned to Section 508 and WCAG 2.0 AA standards Enhanced Application Intake, Contact • Refined effective dating capabilities to manage different change of Matching and Application Review circumstances situations Processing • Enhanced citizen experience through new self-service capabilities like online applications, appeal requests, and appointment scheduling • Integration with Oracle Policy Automation for complete self-service application intake, contact matching and application processing • Enhanced state based process control for Public Sector objects • Why It Matters: Allows governments to focus on cross-channel, outcomes- driven citizen experience and service delivery, while responding to fast changing policy and declining budgets. PS State Model, Updates for Latest OPA Connector and New Effective Dating Features (including Future Dating and Effective Date Status) 26 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 27. Industry Innovation Spring -2013 Commerce Automation using Response Action Framework Solution Overview: Enable service providers to create personalized Create Personalized Actionable Offers actionable offers that customers can accept with one click and that can be used on the Web or on channels where there is limited user interactivity, such as SMS and IVR. Key Capabilities: The new response-action framework automates offer execution and supports key order processes, including asset-based ordering. New web services simplify the offer-to-order process for non- assisted interactions. Key features include • Product Offer Administration: New administration views to create and maintain product offers • Product Offer Presentment: Recommend eligible product offers based Declarative framework to automate offer on customers’ installed assets and automate offer execution. execution • Product Offer Web Services: New web services to get recommended offers for a customer and apply an offer to create a quote or order • Product Configurator Web Service for Orders: New product configurator web service to add and configure products in a sales order Why It Matters: Enhances business agility by simplifying the offer to order process for non-assisted interactions and improving developer productivity and application maintainability. 27 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 28. Industry Innovation Spring -2013 Complete Meeting Packages for Hospitality Packaged group offerings to meet the Solution Overview: Provide enhanced sales and event management complete needs of event planners capabilities for effectively managing complete meeting packages Meeting Package Key Capabilities: Support the bundling of function spaces, sleeping rooms, catering, audio/visual and other event order items into a single Non-Function Functions Room Blocks meeting package Line Items • Per person prices to simplify quoting to customers Function Line Room Block Line • Revenue allocationed by revenue categories for detailed accounting Items Items and tracking Enhanced quote management capabilities • Enhanced pricing capabilities to support modifications to the package to provide for easy meeting package detailing price during negotiations • Comprehensive pro-forma report to provide a complete picture of the event Why It Matters: Allows hospitality companies to maximize revenue by selling pre-packaged events that have been assembled and optimized by revenue managers. Also increases customer satisfaction by offering a package with a simple pricing structure allowing them to easily manage Revenue Allocations, Pro-Forma budgets. Report, Non-function line items, Package Restrictions and Effective Dates 28 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 29. Industry Innovation Spring -2013 Billing and Product Management for Utilities Solution Overview: Allows Utilities to offer customers with convenience and a rich set of Billing options, processed seamlessly between the multi-channel contact center and the back office Key Capabilities: • Support an integrated solution between Siebel Utilities and Oracle Utilities Customer Care & Billing to deliver customer and product synchronization – Synchronization of New Customer information from Siebel Energy to CC&B: Billing Account, Address, Contact, Billing Profiles, Statement Profiles – Synchronization of Customer information Updates from Siebel Energy to CC&B – Synchronization of rate information from CC&B to Siebel Energy • Secondary Bill Recipients and Seasonal Addresses for primary/secondary bill Inbound Synchronize Product recipients • Central Repository of Bank information Order Management Outbound Process Oracle Oracle Submit Order Utilities Siebel Customer Why It Matters: Utilities benefit from lower TCO, lower risk, and faster deployment for Care and with pre-build integration while enabling best practice processes to ensure Utilities Inbound Billing superior Customer Experience Outbound Create Customer Outbound Update Customer 29 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 30. TCO 30 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 31. Lower TCO Spring -2013 Platform Support • Database Management System • Web Server • IBM DB2 (LUW) 9.7 (w/ corresponding client) • IBM HTTP Server v7 on AIX 6.1, 7.1 • IBM DB2 for zOS v10 (DB2 Connect 9.7) • Microsoft IIS7.5 on Windows 2008 R2 • Oracle 11g R2 (11G R2 Client, DD 6.1)) • OHS (OEL 6, RHEL 6) 11g • MS SQL Server 2008 R2 (v10 client) • Sun Java System Web Server EE 7 on Sol 10,11/SPARC • Client Environments • Siebel Enterprise Server OS • HI Client on IE 8 • Windows 2012 Server 64 bit • Windows 8 on Disconnected client • Windows 2008 R2 Server 64 bit • OpenUI Client on the following browser standards • Sun Solaris 10,11 on SPARC • HTML 5 .01 • Oracle Enterprise Linux 6.1 on 64 bit • IBM AIX 6L and 7L, AIX 6.1, 7.1 • CSS 3.0 • Java Script 1.6+ Note: OpenUI is supported on any browser supporting these standards 31 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 32. Spring -2013 Lower TCO Diagnostics Operational Excellence • Identify slow running SQL • Single Siebel Admin view providing diagnostic view of the List of all failed processes in this Siebel Enterprise List of all users affected by the selected failed process following • Crash logs embedded in views • Map to FDR data for last know user interactions that caused the crash • List of users attached to process that crashed Dump of activity just prior to process failure Key Benefits • Ability to self-diagnose issues • Identify user triggering slow running SQL and help change user behavior • Identify users affected by crash and proactively notify users Crash.txt file content for the selected failed process 32 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 33. How do we get to Spring Release-2013? Public Sector/Health All Other Industries and Human Services New Customers Installing Siebel Installing Siebel 8.2.2.3 8.1.1.10 Existing Customers Upgrade to Siebel Upgrade to Siebel 7.x, 8.0 8.2.2.3 8.1.1.10 Existing Customers Uptake Siebel 8.2.2.3 Uptake Siebel 8.1.1.10 8.1*,8.2* with Incremental with Incremental Repository Repository Merge(IRM) Merge(IRM) 33 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 34. Spring -2013 Lower TCO Incremental Repository Merge(IRM) Solution Overview: Provide a wizard in Siebel Tools to deploy and import the innovation packs. IRM is mandatory to install innovation packs Key Capabilities: • With 8.1.1.10/8.2.2.2 all ACRs are bundled up once a year as an Innovation Pack to reduce multiple steps to install ACRs • Comparison between base version, prior customer repository and Siebel’s new innovation pack content • Creates a new customized repository – final, copied and merged repository • Logical Schema applied to physical database • Seed data imported (also language-specific seed data) Why it matters: • Reduce cost of development uptake of innovation packs and upgrades and allow customer to go to market faster 34 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 35. Spring -2013 Lower TCO Incremental Repository Merge(IRM) Hierarchical Merge Conflict Reports: Filter Report by choosing • Siebel and customer modified : These are the ones where Oracle has changed the same object that the customer has • Siebel modified: Only Siebel has changed these objects. • All: Everything in the conflict data report Report Capabilities: • Browse Objects like Object Explorer and Filter them • View Objects and their dependencies • Asterisks mean that an object the current object depends on has changed. • Click Show Dependencies button to see object. • See what has changed in a dependent object by drilling down on the parent 35 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 36. Spring -2013 Lower TCO Incremental Repository Merge(IRM) Workflow/Task Visual Compare Tool • The workflow/task difference utility makes spotting differences in versions of workflows and tasks easy. • Select two versions of the same process or task and right click to choose Compare ObjectsSelected. • The version selected first is on the bottom (usually the new one) and the version on top is the older version. • In a step in one version is the color red it has been deleted from that version. Yellow means it has been updated. Green means it is a new step. 36 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 37. Agenda • Siebel Overview • 2012-IP Recap • Announcing Spring 2013 Release • Fall 2013-IP Release 37 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 38. Siebel CX Integrations Already Delivered Available Now Oracle Solution Integration Description Integration Release Status Type Delivered Oracle Real-Time Scheduling • Advanced Scheduling for Field Sales/Service •Productized Integration •8.1 / 8.2 •Complete ATG Commerce • Cross Channel OM for Web Commerce (Cross Industry) •Tech Note & Reference Code •8.1 / 8.2 •Complete • Integrated Contextual Knowledge for Contact center Oracle Knowledge Management •Productized Integration •8.1 / 8.2 •Complete and Self-Service RNOW • OPA for RNOW Service •Tech Note & Reference Code •8.1 / 8.2 •Complete Siebel OM to RGBU POS • POS for Siebel Customers •Tech Note & Reference Code •8.1 / 8.2 •Complete Oracle Policy Automation •Policy Automation for Siebel (OPA & Siebel) •Productized Integration •8.1 / 8.2 •Complete Real-Time Decisioning •RTD/Next Best Action and Siebel (Siebel & RTD) •Productized Integration •8.1 / 8.2 •Complete •Order to Cash for Siebel (Siebel & eBS) EBS •Productized Integration •8.1 / 8.2 •Complete •Product and Customer Master for Siebel (Siebel & eBS) •Service Provisioning in Service Industry and Siebel OSM •Productized Integration •8.1 / 8.2 •Complete (Siebel & OSM) •Agent Assisted Billing Care in Communications Industry Communications Billing •Productized Integration •8.1 / 8.2 •Complete for Siebel • Order to Bill integration in Deregulated Utilities for Utilities Billing •Productized Integration •8.1 / 8.2 •Complete Siebel Transportation Quoting •Transportation Quoting & Fleet Management for Siebel •Productized Integration •8.1 / 8.2 •Complete 38 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  • 39. Siebel CX Integrations Planned and Underway Planned Oracle Solution Integration Description Integration Family Planned Status Type Priority Release •Tech Note & Reference Oracle Social Network • Cross team Social Collaboration for CRM •2013 – 1 •IP2013 •In Progress Code •Tech Note & Reference •Cross Channel OM for Web Commerce (Industry) Code ATG Commerce •2013 – 2 •IP2013 •In Progress •Loyalty for Web Commerce •Tech Note & Reference Code •Tech Note & Reference • Personalized marketing campaigns on social Social Relationship Code •2013 – 3 •8.1.1.10 •In Progress channels Management •Tech Note & Reference •2013 – 4 •8.1.1.10 •In Progress • Listen and Respond in social channels for service Code Distributed Order • Orchestrating demand capture for Siebel •Tech Note & Reference •2013 – 6 •8.1.1.10 •Complete Orchestration Commerce Code WC Sites • Personalized marketing content delivery for Siebel •TBD •2013 – 8 •IP14 •In Progress •Tech Note & Reference •Empowering Customer Self-Service for Siebel •2013 – 9 •IP2013/14 •In Progress Code RNOW • Enhanced on-line billing(eBilling) for RNOW •2013 – 10 •IP2013/14 •In Progress •Tech Note & Reference Service •2013 – 12 •IP2013 •In Progress Code •Tech Note & Reference Real Time Decisions • Next best action and recommendations for Siebel •2013 – 11 •IP 2013 •In Progress Code Geo-Spatial • Geo Spatial Visualization for Siebel •Tech Note •2013 – 14 •IP 2013 •In Progress Click to Call / Chat • Integrated Click to Call / Chat for Siebel •Tech Note •2013 – 15 •IP2013 •In Progress 39 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Notas do Editor

  1. Up from 76% last year
  2. Supporting ProjectsATG Siebel Web Commerce Reference Integration, Status: Complete
  3. Key FeaturesSetup URLs for Social SharingInclude one or more social network sharing links within email templateEnable customers to share the offers / content on social network Key BenefitsMaximize offer penetrationMaximize social presenceEasy to use for marketers and end customers
  4. Theme based clubs, event-based promotions and time-based promotions all drive the aspect of delivering last mile customer intimacy ….each of these achieve the objective in various ways Theme based clubs is all about ….know me well, understand my interests, lifestyle etc. and make your program relevant and interesting to me. If I am a wine lover, offer me something related to this interest of mine, that will keep my engagement with you interesting Event based promotions : Recognize me on my special days and surprise and delight me and go beyond contractual LoyaltyTime based promotions: reward and recognize me, when I demonstrate a specific behavior that is important to you and make those rewards personal and relevant have spent a great amount of effort in enhancing the experience of users and managing the complexity of the application under the hood. As a result what you get is a more user friendly application that can enhance your innovation capabilities and at the same time increase productivityGPD: New UI paradigmBest-in-Class Processes for Retail and Airline
  5. Solution Overview. Oracle Knowledge integration with Siebel’s Call center and service product allows agents to leverage knowledge across the enterprise to provide consistent, accurate and timely answers. it combines a unique ability to discover the true intent of each inquiry with real-time contextual data from enterprise systems to quickly pinpoint the most-relevant answers.Key Capabilities:Using the description of the SR# entered, agents can now search the service requests with Oracle Knowledge Mgmt and tag all cases that are similar to each other. This provides historical context of the problem resolution for future reference.It allows agents to tap into knowledge from various sources, collaborate with peers, reach out to subject matter experts, and contribute their own expertise through a unified integrated desktop interface.Context-driven search quickly pinpoints relevant answers leveraging key information from service requests in Siebel Contact Center such as product information, request summary, problem area, and subarea.Why It Matters:Customers today expect superior customer experience across any of the channels they interact on
  6. Limited Impact to End User CSR’s & FS Techs will see same Siebel Schedule UITech mobility experience enhanced using Siebel Mobile Connected Solution for ServiceOnly Admin and Dispatchers will interact with ORS specific screensOpen IntegrationSiebel integrates with ORS Web Services via FMWLeverage FMW for future InnovationsFMW will ease migration path for Siebel upgradesMinimize coding by using OOB FMW featuresCustomers will be able to incorporate new service innovations onto FMW foundationRisk Mitigation DesignCoexistence of both Siebel Scheduler and ORS Existing customers can phase in ORS
  7. Functionally same as connected Mobile ApplicationSame look and feelConfigured using Siebel ToolsReleasing as part of 8.1.1.10 QFBeta Program will start in April 2013GA in 2nd Half 2013
  8. Socially enabled EmailsKey FeaturesSetup URLs for Social SharingInclude one or more social network sharing links within email templateEnable customers to share the offers / content on social network Key BenefitsMaximize offer penetration and social presenceEasy to use for marketers and end customers
  9. Prior standard repository = Out of the box 8.1.1.0 repositoryPrior customized repository = Customer’s current development repositoryNew standard repository = All Oracle changes in innovation packNew customized repository = Final, copied and merged repository
  10. In order for any problems to be resolved after the merge and to allow the database statistics to be updated the wizard will pause. The wizard dialog will disappear after the merge.When any merge issues or errors have been resolved and the merge is successfully completed re-start the wizard to complete the last two steps.The last two steps are applying any logical schema changes found in the innovation pack to the physical database and importing any seed data for any deployed languages chosen in the wizard.
  11. In order for any problems to be resolved after the merge and to allow the database statistics to be updated the wizard will pause. The wizard dialog will disappear after the merge.When any merge issues or errors have been resolved and the merge is successfully completed re-start the wizard to complete the last two steps.The last two steps are applying any logical schema changes found in the innovation pack to the physical database and importing any seed data for any deployed languages chosen in the wizard.