Zensar Technologies Service Cloud Fixed Scope Offerings

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Presentation transcript:

Zensar Technologies Service Cloud Fixed Scope Offerings www.zensar.com | © Zensar Technologies 2015

www.zensar.com | © Zensar Technologies 2015 Executive Summary This is an overview presentation of “Fixed Scope Offering” from Zensar Technologies for implementation of the Oracle’s industry leading and comprehensive Service Cloud Solution. “Zensar Technologies” is a certified key partner of Oracle, specialized in implementation of the Service Cloud and have strong domain knowledge, a team of skilled and certified Oracle Service Cloud consultants. We have a proven track record of successful CRM implementations across the Globe. The Oracle’s Service cloud and our unique fixed scope offering for the implementation brings to you the quick ROI at minimum risk. Following presentation gives insight into our fast track methodology, proven tools and techniques that ensure successful deployment of the solution. www.zensar.com | © Zensar Technologies 2015

www.zensar.com | © Zensar Technologies 2015 Index Today’s Business Challenges Proposed Solution Implementation Approach and Scope Implementation Methodology, Deliverables and Timeline References www.zensar.com | © Zensar Technologies 2015

Customer Relationship Management Today’s Business Challenges www.zensar.com | © Zensar Technologies 2015

Today’s Generic Business Challenges Adopt leading CRM practices and streamline the CRM processes Take advantages of CRM to attract new customers, develop and retain existing customers Adopt leading Global Customer Experience (CX) practices Improve your customer experience whilst reducing operational costs Reduce and streamline your service management processes and achieve measurable efficiencies Provide an improved knowledge management solution, with increased self-service rates www.zensar.com | © Zensar Technologies 2015

The Industry Leading Solution Oracle Service Cloud www.zensar.com | © Zensar Technologies 2015

Leading Solution from Oracle Service Cloud Connected engagements Understanding Business Needs Customer Delight www.zensar.com | © Zensar Technologies 2015

Built on 100% Open Standards Standard Tools for Data and Process Integration Lower Cost Integration Large Talent Pool www.zensar.com | © Zensar Technologies 2015

Oracle’s Rich History in Cloud Services In On Demand business since 1999 More than 5.5 million users Second-largest Cloud provider Enterprise-grade availability, performance, and security More than 20,000 Oracle experts around the world Complete portfolio of cloud services www.zensar.com | © Zensar Technologies 2015

Option to Move from “Cloud” to “On-Premise” SAAS Business Needs SINGLE Code Line www.zensar.com | © Zensar Technologies 2015

Cloud Security and Data Protection ISO 27000 framework Automation to monitor, correlate, and alert Security health checks Data encryption Compliance services Disaster recovery services SECURITY ENABLERS Privacy protection Protection from intrusion, malicious acts Regulatory compliance Avoidance of adverse legal consequences Business continuity Company valuation and reputation protection BENEFITS www.zensar.com | © Zensar Technologies 2015

Most Reliable Platform More than 99.5% uptime ITIL-based processes Access to Oracle engineers Comprehensive production assessment process High availability via Autonomic monitoring, diagnostics Predictive incident management tool www.zensar.com | © Zensar Technologies 2015

The Application Scope – The Modules www.zensar.com | © Zensar Technologies 2015

www.zensar.com | © Zensar Technologies 2015 Oracle Service Cloud - Modules Included in Scope Module Name In Scope Additional Services Knowledge Management  Chat/Co-Browse  Mobile Agent App Incident / Email Management Customer Feedback Web Self-Service Outreach emails & web forms Site Management Custom Reports Analytics and Reporting System Integration Training System Customisation www.zensar.com | © Zensar Technologies 2015 14

Business Processes, Supporting Features Included in Scope www.zensar.com | © Zensar Technologies 2015

Business Processes in Scope Modules Key Features Incident/Email management Queues and Queue Management configuration Incident Business Rule and Escalation Rule configuration Response Levels and 1 default SLA configuration Service Message Templates Knowledge Management Product and Category Management and Assignment Training in creating/updating Knowledge Content Answer Review/Approve/Publish workflow management Web Self Service Customer Portal configuration Customer Portal Branding (1 theme and 1 template included) Only standard Widgets included with configuration (no custom widgets) Customer Portal Page configuration (includes follow pages only - Home, Answer List, Answer Detail, Ask a Question with SmartAssistant) Self – Service / Self Service for Facebook Site Management Navigation Sets Account Profiles Staff Accounts configuration Analytics and Reporting All out of the box reporting plus Customization of standard reports based on configuration Training Basic Administration training and Train the Trainer training for operational use www.zensar.com | © Zensar Technologies 2015

Configurations in Scope Items Included in scope Threshold Interface 1 Interface is included Navigation Set 4 (Admin, Knowledge, Enquiry Manager, Enquiry Staff) Account profiles Staff Accounts 20 (using above profiles) Custom Fields 25 (Incident, Answer, Contact) Standard texts 50 Workspaces 3 (Incident, Contact, Answers) Mail Boxes 2 (1 service mailbox and 1 marketing mailbox) Email Template 1 Template customization Business Rules 10 (Incident, Answer, Contact) External Interface 1 for FAQ on website Incident Queues 5 Products/Categories/Dispositions 20 Each Portal Customization Color + Logo Change Answer Authorization Process 1 Process www.zensar.com | © Zensar Technologies 2015

www.zensar.com | © Zensar Technologies 2015 Implementation Methodology Oracle’s Unified Methodology (OUM) (For Cloud Solutions Implementation) www.zensar.com | © Zensar Technologies 2015

OUM Cloud Application Services Implementation Approach The OUM Cloud Approach is specifically designed for implementing Oracle Cloud applications, according to well defined and tested activities and deliverables; it is based on the same principles as Oracle’s Unified Method (OUM) to allow consistent approach across all products. This approach consists of: An efficient approach to Oracle Cloud implementation An easy-to-follow framework of activities, for a step-by-step project implementation centered around few and essential activities and deliverables A Prototype approach based on Service Cloud standard functionality: customer’s processes are modeled according to Fusion best practice business processes so that customizations are avoided The Oracle Cloud Delivery Toolkit with predefined, value-adding materials: Ready made materials to greatly reduce workload Best practice suggestions for all business decisions to be taken during implementation www.zensar.com | © Zensar Technologies 2015

OUM Cloud Application Services Implementation Approach Easy-to-follow framework for activities Short, well-structured implementation cycles Iterative configuration Up to four modules per release cycle Multiple releases are possible to accommodate incremental scope and/or timeline decisions www.zensar.com | © Zensar Technologies 2015

OUM Cloud Application Services Implementation Approach Project Design Configure Validate Transition Realization Plan Project Setup Applications Update Setups Migrate Configuration to Production Manage Transition to Steady-state Operations Conduct Kick-off Meeting Validate Configurations Prepare Validation Scripts Migrate Integrations & Extensions to Production Post Go-Live Support Schedule Workshops Load & Validate Data Load & Validate Data Load, Reconcile & Validate Data Loads in Production Handoff to Client Relationship Manager Conduct Functional Design Workshops Build & Validate Integrations Conduct End-to-End Review Conduct Final Validation Review Conduct Technical Design Workshops Gain Acceptance Apply & Validate Extensions and Extensible Items Conduct Design Review Implement Security Prepare For Training Verify Production & Operational Readiness Close Project Develop Security and Validation Strategies & Plans Prepare Cutover Strategy Conduct Train-the-Trainer Workshops Begin Production Use Conduct Implementation Checkpoint Conduct Implementation Checkpoint Conduct Implementation Checkpoint Conduct Implementation Checkpoint Project Management ZENSAR responsibility www.zensar.com | © Zensar Technologies 2015 Shared responsibility Client responsibility www.zensar.com | © Zensar Technologies 2014

Implementation Approach Rapid Deployment Methods www.zensar.com | © Zensar Technologies 2015

Implementation Timeline www.zensar.com | © Zensar Technologies 2015

Assumptions and Obligations www.zensar.com | © Zensar Technologies 2015

www.zensar.com | © Zensar Technologies 2015 Key Assumptions The standard business flows and Oracle Service Cloud functionality will serve as the base for the implementation. Oracle’s OUM for Cloud Implementation Approach will be used for the implementation A small Project team is formed and empowered to make decisions. A timeline of 10 weeks is assumed with work products delivered during the timeframe, counting from the time that the Service Cloud system is provisioned. The implementation is based on the Cloud deployment model, hosted at Oracle In the Cloud deployment model, two project environments are available: A sandbox and a production environment No Customization is performed. Configuration within the standard system is performed Single Sign On set-up is not included. Organizational Change Management will be Client’s responsibility www.zensar.com | © Zensar Technologies 2015

Deliverables included in scope Typical Deliverables Deliverables included in scope Description Project Charter The project charter would include further details of the project mission statement, approach and execution. Project Workplan A plan that describes the high-level tasks. Resource assignments and timelines for all project activities. Requirement document Zensar will provide detailed Business requirements document Future Business Process Model Zensar will provide the future process model for the standard configuration of the system. Configured Application An application configured in accordance with business process and Future business processes Test Scripts Test Scripts for testing the configured functionality in the scope of standard offering Validated Solution on Sandbox Configured Final Solution agreed with Customer Training Material Detailed instruction documents to perform transactions in Service Cloud Configuration Workbook Details of how the solution is configured Validated Solution on Production Configured Solution , validated for go live use www.zensar.com | © Zensar Technologies 2015

www.zensar.com | © Zensar Technologies 2015 Customer Obligations For the project to be successful Customer must fulfil the following obligations: Service Cloud environments are available prior to project start Assign a project manager to lead your staff’s efforts Assign experienced and empowered business and IT users to work closely with Zensar's consultants according to project plan (some full-time allocation may be necessary at times). Perform certain project tasks according to project plan such as provide data in format specified, testing, assist data conversions, assist training material preparations, end user training, data validations etc. Arrange for a project executive sponsor and project steering committee www.zensar.com | © Zensar Technologies 2015

www.zensar.com | © Zensar Technologies 2015 Why Zensar www.zensar.com | © Zensar Technologies 2015

Why Zensar! Dedicated Oracle Cloud Certified professionals Cloud Center of RightNow Oracle Cloud Certified professionals Fixed Scope Offerings Proven Cloud Tools, Accelerators and Methodology Cloud Lab (Build Proof of concept and DEMOs) Rich industry and CX package implementation experience Cloud implementation experience 29

Oracle Cloud Customer Portfolio Sales Cloud HCM Cloud Support Sales Cloud Fusion Apps Administration ERP & HCM Cloud Planning & Budgeting Cloud Cloud Financials Sales Cloud 30

www.zensar.com | © Zensar Technologies 2015 Next Step… To start your journey towards realizing your CRM vision, please contact us at: Web: www.zensar.com/ Email: marcom@zensar.com www.zensar.com | © Zensar Technologies 2015