Essentials (Siebel 7.

7)

Module 2: Implementing Siebel Applications

Module Objectives
After completing this module you will be able to:
Describe the advantages of using a standardized implementation methodology Describe Siebel business processes and how they support Siebel application implementations Identify the recommended approach for implementing Siebel applications

Why you need to know:

For a successful Siebel application implementation, you need to understand the implementation approach and methodology

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Successful Siebel Product Implementations

Are achieved by project teams that:

Adhere to a standardized implementation methodology that uses a multi-phased deployment approach Minimize configuration by addressing user requirements with Siebel application functionality and business processes

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Use a Standardized Implementation Methodology

To ensure the organizations business processes are supported and requirements are met by the Siebel application To ensure the implementation activities are based on industry best practices

Identify metrics to establish return on investment (ROI) Develop clear acceptance criteria Identify project scope on key business drivers Define project roles and responsibilities

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Implementation Methodology Characteristics

Your project methodology should:

Define each implementation stage, the deliverables for each stage, and the time frames for the stages Identify who is responsible for which components of the plan and how the plan is to be implemented

For example, the Siebel eRoadmap methodology:

Is a phased project rollout method Helps identify and address key strategic and tactical issues Helps develop an outline for the progress of the project Prescribes activity stages that are iterative in nature Enables the implementation team to bring the system up in phases so employees and customers can begin to use it quickly

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Advantages of a Multi-Phased Approach

Allows for manageable project size and scope Helps achieve implementation benefits sooner Applies knowledge and experience from earlier phases
Plan
Define Discover Design Configure Validate Deploy Define Discover Design Configure Validate Deploy Define Discover Design Configure Validate Deploy

Multiple implementation phases

Sustain
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Stages of the Multi-Phased Approach

Define
Discover

Define the goals for a single implementation phase Discover detailed business requirements and solutions
The primary responsibilities of the technical team members

Design

Design solutions tailored to the business requirements

Perform application configuration to meet business requirements Validate the application for appropriate implementation of business processes Deploy application, training, and help desk for final production system
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Configure Validate

Deploy

Module 2: Implementing Siebel Applications

Siebel Business Processes

Are modeled on industry-specific best practices

Provide a basis for the functionality embedded within the entire suite of Siebel applications

Are defined for all Siebel applications

Depict the work flow typically followed by users or systems to accommodate the standard application

For example, Manage Order business process

Helps create, validate, and manage the order across the entire order lifecycle

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Siebel Business Process Solutions

Identify and explain the business processes supported by Siebel applications Can be used as an aid during the discovery, design, and deployment phases of a Siebel implementation Are accessed from the Siebel Business Process Solutions Library (BPSL)
Can be obtained by contacting your District Manager, TAM, or Engagement Manager

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Business Process Models

Provide step-by-step work details for individual roles

Steps correspond to applicable Siebel functional areas

Are useful during implementation because they:

Encapsulate best practices and leverage Siebel application standard functionality Demonstrate the flow of the user experience through the application Provide a basis for creating test scripts
Example BP: Create Order

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Siebel Product Implementations

Should be:
Based on supporting new and existing business processes with a broad set of predefined functionality

Existing Siebel capabilities can satisfy a wide range of implementation requirements

Focused on leveraging existing product capabilities and minimizing custom configuration

Should not be:

Approached as a software development project Initiated as an opportunity to gather and develop software features based on user wish lists Attempted until you are familiar with the standard functionality for all entities being implemented

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Two Ways to Satisfy User Requirements

Modify the purchased application through configuration to:

Match current legacy systems and processes Meet all pertinent user requests that drive day-to-day business operations

Modify current business processes to:

Leverage application functionality Align with best-practice business processes

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Impacts of the Implementation Approaches

Modifying the application

Should only be considered as a last resort Should not exceed 20% of the purchased application functionality

Modifying the business processes

Requires minimal modifications to application Increases productivity and reduces implementation time
of Configuring a Siebel Application
HIGH

Extent & Complexity

Danger!

LOW LOW

Time, Effort, Cost, and Risk

HIGH
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Module 2: Implementing Siebel Applications

Summary
This module showed you how to:
Describe the advantages of using a standardized implementation methodology Describe Siebel business processes and how they support Siebel application implementations Identify the recommended approach for implementing Siebel applications

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Lab

In the lab you will:

Become familiar with the requirements described in the implementation case study Be able to reference these requirements for later labs that require you to complete implementation and configuration tasks

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