10 Things You Can Do Now to Prepare for Oracle Fusion Applications

10 Things You Can Do Now to

Prepare for Oracle Fusion

Applications

For Siebel Customers

Dipock Das

Senior Director – Product Management

Oracle Server Technologies

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 decision. The

development, release, and timing of any features

or functionality described for Oracle’s products

remains at the sole discretion of Oracle.

Anatole France, 1844-1924

“To accomplish great things, we

must not only act, but also dream;

not only plan, but also believe.”

Oracle Applications Strategy

Our commitment to you



Protect

Your Existing Investment

• Certify Siebel 7.8, 8.0, 8.1, 8.2…with Fusion Middleware

• Enable reuse of existing Siebel CRM artefacts in FMW solutions

• Migrate Siebel applications to Fusion technology stack



Extend

the Value of Your Applications

• Development and management of composite applications

• Packaged integration to Oracle applications

• Deliver more capability through composite technology



Evolve

You to the Next-Generation

• Deliver scalable composite applications on a Siebel FMW stack

Oracle Applications Strategy

Brief Description of Fusion

•

_{Fusion Applications}

_{are the evolution of Oracle applications into}

a single SOA Application Suite.

•

_Fusion

_{is the Oracle methodology for building SOA applications}

and processes.

•

_{Fusion Middleware}

_{is the technology that delivers the Fusion}

The Oracle SOA Platform

Enterprise Service Bus Business Process Managermment BPEL

Packaged Business Process Solutions

Human Worklow Business Rule Business Event Service Registry SLA Monitoring Management Security 300+ Application Adapters Java

.NET _ServicesWeb Data Hubs

Portal B2B Business Editor Analytics Metadata JDeveloper

Web 2.0 Office Mobile

BAM CEP

Fusion Middleware

Giving you more choice in deployment technology

_{Supported J2EE Application Servers}

– Oracle OAS – IBM WebSphere – BEA Weblogic – RedHat JBoss •

_{Supported RDBMS}

Charles Darwin, 1809-1882

“It is not the strongest of the species

that survive, nor the most intelligent,

but the one most responsive to

change.

Siebel – Fusion Evolution

Technology Migration to Fusion is underway

•

_{Composite SOA Applications}

–

Promote component re-use regardless of

application stack or vendor

–

Standards based data and process sharing

across channels

•

_{Platform evolution}

–

Replace architectural components with Fusion

middleware technology

–

Service delivery through Standards based

channels

–

Delivering secure, scalable, resilient

interoperability between Application Stacks

•

_{Application Migration}

–

Siebel Application migrates to Fusion

Integration Analytics Security Database Platform Portal Business Process Reporting Search

Fusion adds value for Siebel across a broad spectrum of

Oracle E-Business Suite J.D. Edwards Enterprise One J.D. Edwards World Peoplesoft Enterprise

Oracle Applications Portfolio

The Industry’s Best of Breed products with one Vision

Finance

Communications

Retail

Utilities

Mantas _{Oracle Financials} eontec

Portal Siebel Communications MetaSolve

Retek Siebel Retail ProfitLogic 360Commerce Demantra GLog SPL _{Siebel Utilities} EnterpriseOne Siebel Business Applications

Cross Industry

Field Servic e

Employees Partners Suppliers Customers

VARS Role based, multi-channel user interface Cross Functional Processes Information Services Application Services

Delivering Composite Applications

Siebel Fusion Technology Roadmap

Oracle Business Analytics

Certified

Oracle Portal 10.1.4

Oracle Identity Management 10.1.4

Oracle BPEL 10.1.3 Oracle JMS 10.1.3

Oracle Container for J2EE 10.1.3 for Siebel Resource Adaptor

Siebel 8.1 Certified with Fusion Middleware Native Oracle Clusterware Oracle 11G DB Oracle Content DB Oracle Stellant Certified Oracle JDeveloper Oracle Data Integrator

Applications Siebel Self-Service Siebel 8 Siebel 8.0 Certified with 10.1.3 Fusion Middleware Native Oracle HTTP Server 2.0 Oracle Enterprise Linux Oracle Enterprise Manager Oracle XML Publisher*

Oracle Secure Enterprise Search*

Certified

Oracle Service Registry*

Applications

Siebel CRM OnDemand

Siebel 7.8

.NET

Solutions _EAIEAI Solutions.NET

Siebel Application Server

Business Business Logic Logic Layer Layer Data Layer Data Layer EAI EAI UI Layer UI Layer

• _{Full bi-directional support for Service Integration, allowing Siebel to Consume as}

well as Provide Services for all platforms

• _{Available since Siebel 7.0}

JMS / SOAP / EJB JMS / SOAP / JCA MSMQ / SOAP / ActiveX / COM MSMQ / SOAP / ActiveX / COM MQ / SOAP / CORBA / SQL

Siebel SOA Enabled CRM

Sales/Marketing Modules

• Opportunities

• Leads/Prospects

• _Quotes

• _{Sales Process Coach} • _{Sales Tools} • _Forecasts • _{Territory Management} Core Services • _Reports • _{Import/Export} • _Search • _{List Management} • _Assignment • _{Recycle Bin} • _Help • Audit Trail • Company Administration • _Voice/CTI • _Rules Service Modules • _{Service Requests} • _{Entitlements/Service Agreements} • _Solutions Common Modules • Products • Assets • _Pricing • _Orders • _{Persons/Contacts} • _Companies • _Households • _{Employees/Users} • Partners/Competitors • Hierarchies • Address/Contact Points • Attachments • _Activities • _Notes • _Referrals • _Approvals Platform

• _{Analytics (including UI)} • Handheld

• Word/Excel/Outlook/Sharepoint/IM Integration

• Multi-tenancy

• _{Site Administration (company signup and}

provisioning)

• _{Site monitoring/diagnostics} • User and Password Mgmt

• Security/Access Control/Data Visibility

• Run-Time Customization (fields, LOVs, layouts)

• Business Processes

• _{Globalization}

Siebel 8 Service Enabled Components

Common Service Registry

Delivering Application Services through the Oracle Service Registry

•

_{Promotes reusability}

•

_{Provides 360 degree view of}

any given service

•

_{Provides business analysts and}

developers the “bigger picture”

about their application

– Dependency / Impact analysis, Documentation

•

_{Reduces implementation costs}

OC4J

ADF Business Components

Ja va O b je cts R u le s T a sk s W e b S e rv ic e s Siebel Server Business Components R u le s T a sk s W o rk flo w B u sin e ss S e rv ic es

Common Business Process Engine

Delivering instant integrations with Oracle BPEL

BPEL Server

ODBC JDBC

Web Services BPEL Process Designer

3. Deploy to Server

CRM Database 1. Introspect

Services 2. Design the process

Siebel Repository

JCA JMS SOAP/HTTP

Note: BPEL Server shown out of J2EE context for illustration purposes only.

Common Business Intelligence

Siebel BI products are the basis of the ‘Oracle BI platform’

data components

business analytics platform

Siebel Analytics Warehouse

Analytics Server

Web server Scheduler Server cache

business analytics applications – CRM + Enterprise

Sales

Analytics Service & Contact Center MarketingAnalytics Supply ChainAnalytics FinanceAnalytics WorkforceAnalytics

Real Time Decisions

With Enterprise Search, users:

• _{Use a single, common interface}

• _{Find information across many kinds of}

content

• _{Improve effectiveness with better}

information

• _{Eliminate need for redundant search efforts}

Structured

Content

E-Mail

_File/Data

Server

Applications Web Content

Common Search Capabilities

Common Reporting Solution

Common Content Management

Leveraging Oracle Content DB to manage CRM content

• _{Regulatory-compliant systems} • _{Enterprise-wide deployment} • _{Centralized management} Databases and Business Apps Brand “A” Brand “B” Brand “C”

“ECM” Apps The Rest of Us

• _{One consolidated database} • _{Standards based SOA}

Common Portal

Delivering project Orion with Oracle Portal

_{Presentation Tier}

– Oracle FMW 10.1.3 SOA •

_{Business Logic}

– Using Siebel SOA enabled CRM services

– Access through native siebel web service interfaces

Common Infrastructure

Oracle ClusterWare 11g for

Siebel 8.2 Grid

•

_{High Availability for a process}

– Restart on application failure

– Relocate on node failure

•

_{Brings the same level of protection to Siebel as Oracle RAC}

_{Removes the dependency on 3}

_{party clusters}

•

_{Will probably be licensed for free}

listener Protected Siebel ORA_CRS_HOME ORACLE_HOME listener Protected Siebel cluster database ORA_CRS_HOME ORACLE_HOME ORA_CRS_HOME listener database ORA_CRS_HOME ORACLE_HOME Protected EBS cluster database

•

Packaged applications

provided by vendors

•

Custom applications and

custom extensions built on

SOA and J2EE/.Net

•

Application Services used

in operations of packaged

and custom applications,

e.g.

–

Application Security

(Identity & Access)

–

Business Intelligence

Database

Database

SOA and Middleware

SOA and Middleware

Application Services Packaged Applications

Extended Infrastructure

Extended Infrastructure

Common Application Management

•

Over 50 business metric monitored

for key Siebel applications

•

Customized beacon for HI

components

•

SARM integration – real end user

metrics, transaction diagnostics

•

Manage Siebel 7.7, 7.8, 8.0

–

Automated discovery

–

Service Level Management

–

Out of box service models &

beacon transactions

–

Configuration Management

–

Topology views

–

Integration with DB

diagnostics

Common Application Management

Siebel Application migration to Fusion

Application abstraction enables technology upgrade

Siebel 7: n-tier distributed internet

Siebel 6: Client/Server Fusion CRM: Standards based, SOA

• _{Client/Server to Distributed architecture} • _{UI migration was painful at first}

• _{Distributed to Distributed}

Siebel Application migration to Fusion

Siebel Metadata to Fusion Metadata Migration

Business Object

Primary Business Component

Child Business Component Child Business Component Link Primary Table Joined Table Joined Table Join ADF Components Application Module View Object

View Object View Object View Link Entity Object Entity Object Entity Object Association Presentation - Screen List Applet Form Applet Presentation - JSF JSP

ADF Region w/ Table ADF Region w/ Form

Siebel Application migration to Fusion

Migrating User Interface artifacts

Migration creates all bindings

Evolution to Next-Generation CRM

Migration to Fusion is a primary design point

•

_{Siebel CRM is the primary design point for Fusion CRM}

– Inherits most of the Siebel CRM data model

– Where there are common elements between Siebel and Fusion existing schema we will ensure abstraction/low impact to the native applications

•

_{Fusion uses metadata}

– The same design principle as Siebel

– Higher levels of developer productivity

– Support for continuous upgrades

– Support for metadata-metadata migration

•

_{Oracle will extend Siebel with Fusion capabilities}

Ten Things You Can Do Now to Prepare for

Fusion

1.

Adopt

Customization Best Practices

2.

Upgrade

to the Latest Applications Releases

Adopt

Master Data Management

4.

Schedule

An Expert Services assessment

5.

Embrace

SOA-Based Development and Integration

Change

your buying habits

7.

Extend

your Business Intelligence Portfolio

Educate

yourself

9.

Prepare

a Fusion Project Plan

Talk

to Oracle

10 Things to prepare for Fusion

Adopt Siebel Customization Best Practices

• _{Customization Best Practices}

– A common implementation trap is to use configuration as a means of replicating legacy system functionality

– Minimize customization such as scripting

• Put business logic outside of Siebel and call through WS

– Aim to use Siebel OOTB as much as possible • _Education

– ensure project team members are familiar with OOTB Siebel functionality

• Complete training courses, use Bookshelf

• Ensure adequate Siebel experience and Validate Certification level

• _{Following best practices will lower TCO}

– Improving Performance

– Reducing maintenance overhead

10 Things to prepare for Fusion

Upgrade to the Latest Applications Release

• _{Upgrade or start planning the upgrade to Siebel 8.0}

– Huge price/performance gains of Siebel 8 over Siebel 7.8

– Task based user interface and business rules capabilities

– OOB service interfaces and improved WS support

• _{Stay current with Platforms and 3}rd _{party support}

– New platform revisions with Siebel 8 – more choice in deployment

– Avoid EOL support issues for 3rd _{party products (e.g. OS or DB server)}

– Lower security risk and better performance

• _{Following best practices will lower TCO}

– Leverage improved architectural and business Performance

– Reducing maintenance overhead

10 Things to prepare for Fusion

Adopt Master Data Management

• _{Consolidate common information}

into a single master repository

• _{Cleanse and enrich data centrally}

and distribute

• _{Synchronize data for a consistent}

enterprise view

• _{Leverage master data to improve}

customer and product centric business processes and analytics

• _{Delivering value}

–“Cleaner" data for transaction processing and reporting/BI

–Within and outside Oracle's Applications

• _{Helping on the roadmap to Fusion}

–Enterprise-wide data repository

–Clean data now before Fusion upgrade

–Instance consolidation tool

C

ustomer

Supplier

P

roduct

A

sset

10 Things to prepare for Fusion

Extend your Business Intelligence Portfolio

•

_{Pre-Build Applications to reduce complexity and TCO}

– Consolidate and standardize BI tools

– Seamless user experience across products

– Unified metadata and shared services

Oracle BI Server Proactive Detection and Alerts Disconnected Analytics Ad-hoc

Analysis MS OfficePlug-in Reporting &

Publishing Interactive

Dashboards

Multidimensional Calculation and Integration Engine Intelligent Caching Services

Simplified Business Model and Abstraction Layer

10 Things to prepare for Fusion

Embrace SOA-Based Development and Integration

•

_Understand

–

SOA is the service enablement of existing application components

–

SOA is a way to build applications comprised of many open service

interfaces

•

_Identify

–

What are the key business flows?

–

What technology (public or private interface)?

–

What are their usage characteristics?

•

Volume

•

Business Criticality

Frequency

•

Synchronous or Asynchronous

10 Things to prepare for Fusion

•

_{Schedule an Oracle Siebel Expert Services Review}

– Unbiased, practical assessment of your CRM strategy, rollout and deployment

– Risk assessment of potential or real problem areas

– Best advice for remedial action to course correct •

_{Check your software acquisition policies}

– Work with Companies dedicated to standards – their products will work with Fusion

– E.g. Application Server, Security, Systems Management •

_{Educate yourself}

– Attend web casts, read blogs, read whitepapers, stay in touch with the Fusion developments

10 Things to prepare for Fusion

•

_{Prepare a Fusion Project Plan}

– Upgrade when objectives are fulfilled

• Business, technical, reporting, analytics • Upgrade when you are ready

– Identify pilot areas for Fusion

• Geography, Business Unit, Functional silo • Short, medium, long term projects

– Incrementally adopt Fusion Middleware before the upgrade to Fusion App

• Gain IT/operational experience with Fusion • Minimize impact of moving to Fusion

•

_{Talk to Oracle}

– Look at the achievements so far

– Oracle acquisitions strategy

– Applications Unlimited

•

_Protect

– Continued Support for heterogeneous technology including future releases

– Continued development and additional value offerings to Siebel product line

•

_Extend

– Enable use of existing Siebel CRM artifacts in FMW solutions

• Siebel 7.8/8.0 Certification with FMW 10.1.3

– Deliver more capability through composite applications and technology

• Siebel CRM Applications to standards based web channel solutions • Siebel CRM Processes through standards based BPEL

•

_Evolve

– Replace Siebel technology with standards based Fusion Middleware and services

– Drive CRM domain requirements into Fusion Middleware and Applications

– Migrate CRM Applications over to Fusion

Siebel to Fusion Roadmap

Product Evolution for All Customers

•

_{Combination ensures}

_support

_and

_protection

_{for the significant}

investments customers have made:

– Continue to release product enhancements and support for Oracle and Siebel Systems CRM products – life time support

– Plans include an optional evolutionary migration for existing CRM

customers to Fusion CRM application, which will incorporate Siebel CRM as the base set of features and functionality

– Complimentary use of Fusion components to improve flexibility and

maximize ROI (by extending usage of standard applications and adding a state of the art, integrated development framework utilizing best of class components)

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