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Siebel CRM: Open UI
1.
Siebel CRM: Open
UI Darshan Kumar Holger Herbert Oliver Seidel 1 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
2.
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle. 2 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
3.
Siebel CRM Open UI
Demonstration 3 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
4.
Behind the scenes
Desktop Controls Mobile Controls Open UI Framework Tools/SRF Web Templates Server Scripting Server Integration 4 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
5.
Defining the CRM
interaction User Sentiment User comfort, preferences Experience User & familiarity Technology, Clients and Usability Centered Devices CRM Business Logic & Utility Interaction Process Drivers 5 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
6.
Open UI: Introducing
the Release Ø Platform for desktop, mobile, connected, disconnected Ø Usability & User Experience Ø Familiar look & feel: uses existing application definition Ø Builds on technology provided by 55% of the 10,000 most popular consumer web sites for usability Ø Accessibility. Ø Easy to deploy & configure for a variety of clients: Ø URL & Credentials Ø Uses standards to flexibly integrate Ø Highly configurable 6 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
7.
High Performance Use
& Accessibility Ø Less key strokes and clicks, same result. Ø Keyboard-only navigation Ø Efficient input: mvg’s picklists, calendar Ø “Always accessible” without usability tradeoffs Ø Screen reader support Ø OS and Browser accessibility compatible Ø Supports WAI-ARIA for dynamic content Ø WCAG2.0 AA, mandate 376 & section 508 7 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
8.
Consistent across browsers
Ø Renders on any standards compliant Browser Ø Renders on any standards compliant tablet or smartphone Ø Device driven and optimized rendering 8 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
9.
Implementing Open UI
Ø leverage existing configuration Ø Upgrade to Siebel 8.1 or above & apply Innovation Pack 2012 (8.1.1.9) Ø Review the Deployment Guide (Available on MOS) Ø Clone UI object Manager and turn to Open UI mode! Ø Import configuration, seed and SIF data for Open UI Ø User acceptance test Ø Open UI Client: no development, new features Ø SI and HI Client: unchanged 9 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
10.
Open UI –
Value-add for the developer Ø Open UI Rendering Framework supports incremental platform improvements Ø Images/icon – adds new/refreshed icons/ images Ø Web Templates – adds new easy to use templates with modern design Ø Javascript API - New API to allow open extension of functionality Ø StyleSheets - New CSS for Open UI for granular control Ø Transparent, open platform 10 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
11.
Siebel Open UI
ü User benefits ü Intuitive: Productive and easy to use ü Accessible: for all users ü Modern: Leading edge mobile device access. ü Mobile: standards based connected/disconnected use ü TCO/Deployment ü Browsers and devices are all on the same architecture ü No plugins! (ActiveX, Silverlight, Java, Flash) ü Use existing application definitions ü Deploy: URL & Credentials ü Integration & development ü Leverage existing development skills ü Flexibly supports enterprise integration 11 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
12.
Open UI -
Roadmap User Experience Industry Applications with Rich Interfaces ü Brand effective user interactions for Retail ü Banker’s Desktop ü Cross-Channel Citizen Service Horizontal ü Process Flows for Sales and Service ü Agent Dashboard for Service ü Partner Portal Enhancements with integrated Loyalty 12 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
13.
Questions? Product Strategy: Holger
Herbert Development: Darshan Kumar User Interface & UX: Oliver Seidel 13 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
14.
Siebel CRM Open UI
Overview in Slides 14 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
15.
Browser & OS Integration Ø
High Contrast Options Ø Zoom Ø Browser History Ø File Save As Ø Find 15 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
16.
Native Print Preview Ø Native
Print Preview Ø Use installed printer choices Ø Only renders content not menus 16 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
17.
File Upload / Download
Control Ø Supports File “Drag and Drop” Ø Upload multiple files at once Ø Upload large files 17 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13 17
18.
List & Forms Ø
List & Form applet with implicit Save, inline edit, inline query Ø New Inline Search control 18 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
19.
Pick applet Ø Pick
applet standardized to a common popup model 19 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
20.
MVG Applets – Selected Ø
MVG applet standardized to a common popup model Ø Show Selected by default 20 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
21.
MVG Applets - Available Ø
MVG applet standardized to a common popup model Ø Toggle between Selected and Available 21 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
22.
Calculator Control Ø Inline
Calculator popup control Ø “Use” or “Close” to close popup 22 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
23.
Currency Control Ø Inline
currency popup 23 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
24.
Date/Time Control Ø Inline
Date control Ø Inline Date-Time control when field is configured for Date-Time 24 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
25.
LOV Control w/ forward
typing Ø Unbounded LOV support type ahead where any matching LOV value in the list is displayed as user types 25 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
26.
Resizable Text Area Control Ø
Text area/Description fields can be resized on the fly for data entry and reading 26 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
27.
Explorer Control Ø Full
featured explorer applets to display hierarchical data 27 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
28.
Attachments Ø Attachments control
supporting Drag n Drop and ability to attach URLs 28 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
29.
Calendar - Daily Ø
Full featured calendar Ø Color coded by Status Ø Icons by Type Ø Supports Recurring, non- recurring, multi-day events Ø Dynamic legend shows colors in the calendar 29 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
30.
Calendar - Weekly Ø
Weekly view Ø Support for 5-day or 7 day views Ø Support for First day of the week Ø Dynamic legend shows colors in the calendar 30 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
31.
Calendar - Monthly Ø
Monthly view Ø Dynamic legend shows colors in the calendar 31 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
32.
Calendar - Options Ø
Change time zone Ø Calendar delegation 32 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
33.
Calendar Quick Selection Ø Switch
to a specific day, month, year quickly using the date selection control Ø Go to Today’s calendar using the “Today” button 33 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
34.
Calendar Advanced Tooltip Ø Configurable
tool tip shows data from multiple fields 34 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
35.
Hierarchical List Applets Ø Show
hierarchical data within a list applet as a mini tree 35 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
36.
Product Configurator Ø Full Screen Ø
Re-Styled 36 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
37.
Product Configurator Options Ø Intuitive color
schemes 37 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
38.
Product Configurator Conflict Ø Warning &
Errors stand out 38 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
39.
Product Configurator Messages Ø Real-time messages
stand out 39 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
40.
Product Configurator Details Ø Chevron for
easy access back to main page 40 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
41.
Notification List Ø New
redesigned notifications Ø Replaces Message Broadcasting service Ø Color bars to indicate severity Ø Read vs. unread notifications 41 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
42.
Notification Details Ø Access
to notification details Ø Conveys additional information 42 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
43.
Sitemap Filter Ø Filter
the Sitemap based on criteria Ø Focus set directly on the filter box Ø Filtering starts after typing 3 characters 43 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
44.
Sitemap Filter Results Ø No
scrolling needed Ø Quick access to links 44 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
45.
SmartScript Ø Restyled for
consistent look and feel 45 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
46.
SmartScript Ø Refreshed icons
for each node Ø Web templates redesigned 46 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
47.
SmartScript Ø Question navigator
leverages Tree explorer views 47 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
48.
Task Based UI Ø
Styling paradigm similar to SmartScript Ø Rebuilt for Open UI 48 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
49.
Task Based UI Ø
Functional equivalent to High Interactivity Client 49 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
50.
Task Based UI Ø
Typical Flow 50 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
51.
CTI - Show Ø
Redesigned and Rebuilt Ø JavaScript based toolbar Ø Very flexible and configurable Ø No longer a black box 51 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
52.
CTI - Hide Ø
Click to Show/hide 52 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
53.
CTI – Undock Ø
Hover to undock toolbar in a non-modal window 53 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
54.
CTI - Move Ø
Move the undocked toolbar as needed 54 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
55.
Email / F9 Ø
Email on F9 Ø Support attachments Ø Support templates 55 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
56.
User Preferences Navigation Ø Change
navigation control from Tab to Tree or visa versa Ø Preference by user Ø Extensible – Add more navigation paradigm 56 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
57.
User Preferences Theme Ø Change
Application themes Ø Preference by user Ø Powerful theming framework Ø Extensible – Add more themes 57 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
58.
Accordion Navigation Ø Change Navigation
Control to Tree, Logout/in to see the change 58 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
59.
Accordion Navigation Collapsed Ø Collapse the
Accordion style navigation to maximize screen real estate 59 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
60.
Charts Ø Chart integration
built OOTB 60 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
61.
Reports Generation Ø Report generation
using BI Publisher 61 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
62.
Reports - Access Ø
Access generated reports from the BI Publisher screen 62 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
63.
Graphic Section Divider 63
Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13