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Oracle CRM Options For EBS Users
Paul Weller Sales Consulting Manager, Oracle Corporation
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The following is intended to outline our general product direction
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.
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Agenda What is CRM Options for existing EBS users Integration
EBS CRM Siebel Enterprise CRM OnDemand Integration AIA PIP’s Foundation Pack Conclusion
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What is CRM? If in doubt, ask Wikipedia.
Marketing/ Loyalty SFA Self Service PRM Incentive Comp Order Mgmt eBilling Call Center Field Service Customer relationship management (CRM) consists of the processes a company uses to track and organize its contacts with its current and prospective customers. CRM software is used to support these processes; the software system can be accessed, and information about customers and customer interactions can be entered, stored and accessed by employees in different company departments. Typical CRM goals are to improve services provided to customers, and to use customer contact information for targeted marketing. Wikipedia, 1/18/2009 Siebel CRM – the CRM industry pioneer – deliver’s the world’s most deployed CRM suite of solutions that are: ---Tailored for industries --Offer complete cross-industry solutions --Equip customers with robust, market-leading Business Intelligence, MDM, and business process management tools --Offer integrated on demand, and hybrid deployment options for business that need to meet urgent as well as long-term business needs --Is architected to allow Siebel CRM to be more easily integrated and connected to your enterprise systems
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The Oracle CRM Advantage
Leadership Complete Industry CRM Innovation Deployment Flexibility Modules Built to Work Together Integrated CRM Results Proven CRM …4000+ Customers …5 Million Live Users …125 Million Self-Service Users SCM FUSION MIDDLEWARE APPLICATIONS INTEGRATION ARCHITECTURE ERP CRM OD OP HYBRID Sales PRM MRM Loyalty Order Mgmt Contact Center Field Service eCommerce Real Time Decisions eService MDM Business Intelligence Telecommunications Financial Services Banking Insurance Public Sector High Tech Retail Best-of-Breed Industry CRM Integrated CRM Full range of deployment options let you deploy what you want, when you need it Leading cross-industry solutions built to work together End-to-end process management across enterprise systems High Value CRM Drives improved revenue and customer loyalty Reduced channel costs Lower TCO architecture
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Oracle: Complete CRM Social CRM Applications Mobile CRM Applications
Rapid Time to Market, User-Adaptive CRM Mobile CRM Applications Siebel CRM On Demand Siebel CRM Oracle EBS CRM PeopleSoft CRM JDE E1 Complete, Business-Adaptive CRM for Every User, Industry Oracle Application Integration Architecture Standards Based Architecture for Lower TCO ORACLE FUSION MIDDLEWARE
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Solutions For EBS Customers Generalization is unwise but…
EBS CRM Siebel Enterprise CRM OnDemand Strong Service Offering, including Field Service & Depot Repair. Good Online Presence in iStore Limited Integration required. Sophisticated Robust Market leader Industry Functionality Strength across all aspects of CRM Ultimately flexible, metadata driven configuration environment. Simple SaaS delivered solution. Rapid deployment. SaaS Benefits: No Hardware or software Fully Managed OOTB Integration to EBS Extend solutions by blending existing Oracle capabilities Universal Content Management – Web Content Management Web Center - Collaboration and communities Develop next generation applications using Fusion technology Predictive Trade Planning Generate a baseline forecast based on historical sales data (syndicated consumption, shipment, retailer POS, or mix) Predict lift and incremental volume for planned promotions based on historical promotional activity Calculate Manufacturer and Retailer Profitability as well as Key Performance Indicators (ROI, Cost Per Incremental Unit, % Spend, etc.) Perform “What If” simulations to identify the volume and profitability impact of various promotional tactics and price points Scenario Planning to compare various versions of an individual promotion or an entire promotion plan Track volume and trade budgets and have immediate visibility to how planned promotions impact them Decompose incremental volume to identify cannibalization, pantry loading (pre/post effect), competitive brand switching, halo effect, and brand growth What - if scenario planning Sandbox to test different events Unlimited promotion vehicle types Base & incremental lift projections Optional optimization to automate event selection Visibility to approved and past promotions Work flow driven approvals
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Oracle Customer Service Products
Develop Market Sell Order Plan Procure Make Fulfill Service Maintain Finance HR Projects Contracts Customers, Suppliers, Products, … Depot Repair Field Service Adv Scheduler Mobile Field Svc Spares Mgmt Self- Service Assisted Service iSupport TeleService Adv Inbound Adv Outbound Scripting Center Service Contracts E-Business Intelligence Service Foundation Onsite Service Oracle’s Service solution is comprised of the following products: Interaction Center – communication options for your customer service center isupport – self-service solution TeleService – call center agent facing solution Field Service – field engineer dispatch solution Depot Repair – in-house repair/exchange/loaner solution Service Contracts – entitlements and warranty tracking solution The remaining products are optional and can be purchased as add-ons to the Field Service stand-alone product. These optional products include: Advanced Scheduler – resource scheduling optimization Mobile Field Service – remote disconnect field service (Laptop/PDA) Spares Management
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Siebel CRM On Demand Release 15
Message Center Sticky Notes Custom Dashboards Widgets RSS Feeds Action Bar enhancements PDA Sales Assistant
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Announcing Siebel 8.1.1 Complete CRM
Self-Service Customer Loyalty Deep Industry Comprehensive E- Commerce solution Enhanced online customer self-service solution Uses Fusion Middleware for flexible architecture Complete loyalty management solution Personalized, relevant customer promotions Comprehensive point promotion and redemption Communications E-Commerce Public Sector online case management applications Retail & Airline loyalty management Under SOLVE: About Chat: Challenges More users prefer to ‘text’, not ‘talk’, to CSR Point chat technology. CSR to toggle between Chat and Siebel CRM apps CSR has no memory of user’s activity online Features Complete Integration of E-Support, Siebel, and Oracle Contact Center Anywhere products In-context channel transition from self-care to assisted-care Simple productivity tools, e.g. Smart Share, Frequently-used- text, URL push, transcript, notification, etc. Transcript saved as “Inbound Chat activity” Benefits CTI integration with Chat 360 customer data next to Chat window Portal & Contact Center integrated About Online KM and Search Automate answers to FAQ Deliver the latest product / support news to large audience Close-loop feedback on content User’s ‘recently viewed’ solutions sent to chat support agent Integrated with SES & Siebel Solution Shareable UI regions – FAQ, News, Quick Search, User Rating, Guided Flows KM Hot-pluggable easy to integrate with 3rd party web services Quick publish any content in Siebel Auto-find solutions to deflect Service Request & Chat Easy-to-integrate, e.g. InQuira web services About Service Request Management: Guided flows tailored to requests B2B vs. B2C specialized UIs and account management Text or multi-media attachment Auto-find solution to deflect requests Survey to measure satisfaction Escalation through Web Chat Convenient to create requests Latest request status available online Fast resolution and no downtime Under RETAIN: About Branch Locator: Reduce Call Center volume by self-service options for branch location, store hours, directions Roll out new locations and services and have that information real-time online Integrated with Contact Center locators Map integrations to Google, Yahoo & MapQuest map engines Proximity and type-based search Deflect simple calls about store hours and directions Avoid call increase for new store introduction or holiday seasons Overall E-Support: Better UI Keep up w/ your E-Commerce Interactive and fun UI for better adoption Multi-sites with branded styles Better Integrated Experience Real-time channel consistency Launch pad for channel transition Combine user-generated and corporate content Better Technology Easy to extend w/ Java IDE Open to integrate w/ SOA Scalable platform 10
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Oracle’s Commitment to Customers Applications Unlimited
Siebel 8.0 10 New Products 366 Enhancements Oracle E-Business Suite 12 18 New Products 2443 Enhancements` PeopleSoft 9.0 2 New Products 1478 Enhancements These are not small releases. These are releases with significant content that will enhance customers ability to compete in the market place. JD Edwards EnterpriseOne 8.12 5 New Products 291 Enhancements JD Edwards World A9.1 4 New Products 1297 Enhancements
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Many IT Priorities: Application Integration, System Consolidation and Enhancing Processes at the Top
“State of the CIO 2008” survey As a result, business process improvement is Job #1 for today’s IT organization. IT is increasingly becoming core to everyone’s business. No longer is IT regulated to automating back office functions – IT has become a core driver and enabler of business processes. This means that IT must be able to improve business processes. And a natural extension to this is to improve the integration of applications…….They are looking to do more than integrate their applications. They want the flexibility to create new application capabilities that support and enable pre-defined business initiatives, while leaving room for innovation for change. In short, they want greater IT responsiveness and alignment with the business. 32% Of companies with revenues over $1billion say standardizing and consolidating their IT infrastructure is a top technology priority—more than any other. “IT’s Top Technology Priorities for 2008”
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Most Companies Struggle with Integrations and Linking Business Processes across Systems
Telco Hi-Tech Kimball International, Inc., based in Jasper, Indiana, is a diversified manufacturer and marketer of high-quality consumer durable products under its own brand names, as well as producing components for other companies. Since its founding in 1950, Kimball has grown from a local company with less than 30 employees into an international organization with more than 8,000 employees and with facilities located in seven countries and on three continents. FinServ
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Oracle Integration Packs Pre-built, Sustainable, Best-of-Breed Integrations Using AIA
Pre-built integrations enable rapid time to value Orchestrated flows deliver end to end visibility across your Oracle Applications Common object model and extension framework enable upgrades Productized integrations reduce maintenance costs Virtual suite with much richer functionality Front Office Applications Siebel CRM On Demand Siebel CRM Siebel CRM Siebel CRM Call Center Other… Pre-built Sustainable Integrations Account Origination with Core Banking Opportunity to Quote Order to Cash Adverse Event Reporting Others… For customers that want to deploy, SOA-based rapid integrations without the complexity or cost, AIA offers prebuilt Process Integration Packs. These packs, or PIPs as they’re referred to, are prebuilt integrations between Oracle best of breed apps that include orchestrated process flows across multiple applications, like Order to Cash. Unlike solutions from other vendors, all components of our PIPs are released together so they can work together out of the box and can continue to work together through upgrades and new releases. Additionally, because PIPs are developed, tested and supported by Oracle, you eliminate the cost of having to build these integrations yourself and eliminate the risk of not knowing if your integrations will work. This is a compelling offering for companies with huge application portfolios that are looking to reduce the number of applications they rely on. Case in point, KPN is a strategic customers of ours. They are a Telco leader in the Netherlands. They currently have over 1000 different applications and would like to bring that number down. Using AIA, KPN expects to be able to simplify and consolidate their IT infrastructure dramatically and save themselves the burden and cost of creating the integrations themselves. E-Business Suite E-Business Suite i-flex E-Business Suite Other… Back Office Applications
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Front Office Applications Back Office Applications
Oracle Application Integration Architecture Connecting People, Processes & Information across the Enterprise A comprehensive, open, standards-based integration platform that process-enables the entire value chain Custom Hosted Portals eStore CRM Self Service Other Front Office Applications Faster, cheaper, easier integration of core processes Reduced integration risk Improved adaptability of business processes People Business Processes Information Back Office Applications Custom Analytics Service Providers B2B ERP Legacy Supply Chain The solution is: Oracle Application Integration Architecture. As a result of all the recent application acquisitions, a lot of customers have been asking Oracle, “how are you going to help us bring all this together? How are you going to help me optimize my existing Oracle investments?” What Oracle has done for you, our customers, is leverage our Fusion Middleware technology and world class applications experience to create an open standards based solution that allows you to create loosely coupled end to end businesses processes across your applications, that can be continually modified and optimized over time. This solution is called Oracle Application Integration Architecture. And the key thing here is that it works between Oracle applications as well as non-Oracle apps. Oracle is uniting its applications into a composite business process, that spans multiple applications and modules. Enabling mission critical business processes. You’re not just limited to integrating across our apps, which is often the case for other vendor solutions.
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AIA Process Integration Packs Deliver Prebuilt, Sustainable Integrations across Oracle Applications
Customer Value: Fast time to value Richer functionality Less risk, lower maintenance costs Features: Participating apps & enhancements Predefined process flows Extensible framework Deployment methodology and more… For customers that want to deploy, SOA-based rapid integrations without the complexity or cost, AIA offers prebuilt Process Integration Packs. These packs, or PIPs as they’re referred to, are prebuilt integrations between Oracle best of breed apps that include orchestrated process flows across multiple applications, like Order to Cash. Unlike solutions from other vendors, all components of our PIPs are released together so they can work together out of the box and can continue to work together through upgrades and new releases. Additionally, because PIPs are developed, tested and supported by Oracle, you eliminate the cost of having to build these integrations yourself and eliminate the risk of not knowing if your integrations will work. This is a compelling offering for companies with huge application portfolios that are looking to reduce the number of applications they rely on. Case in point, KPN is a strategic customers of ours. They are a Telco leader in the Netherlands. They currently have over 1000 different applications and would like to bring that number down. Using AIA, KPN expects to be able to simplify and consolidate their IT infrastructure dramatically and save themselves the burden and cost of creating the integrations themselves. Ideal for: Adding new Oracle applications Enhancing existing application functionality Extending a business process Adopting SOA / Fusion Applications Simplifying enterprise-wide integration
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Rapidly Implement Core Processes Deliver Greater Operational Productivity and Transparency
Business Benefits Richer functionality Quick and detailed customer information Faster process execution; less errors Increased individual and corporate efficiency IT Benefits Faster time to value than building yourself More reliable and less risky Extensible and upgradeable to protect customizations to end-points and processes Easier to optimize and evolve Siebel CRM Integration Pack for Oracle E-Business Suite Order Management Integrated Order to Cash Process Oracle E-Business Suite Siebel Configure Product Payment Check Availability Pricing Synchronize customer Create Quote/Order Earlier in the presentation we talked about best practice models. These are reference models that outline best practice tasks and activities that need to be completed and orchestrated to deliver the mission critical processes you need, like O2C in this example. To help you achieve rapid time to value and develop the integrations you need without requiring specialized resources to do the task, Oracle is delivering pre-built processes with AIA. These processes will help companies optimize their business by providing an end to end view of the process. If a process changes, customers can use AIA to remap the integration to another application, rather than rewrite existing interfaces. These Oracle supported processes don’t require rewriting integration points, because they are based on open industry standards. This examples covers the full spectrum of order to cash. All activities are automated and integrated across the applications. Users can manage their O2C process through a single system. Ideal for customers wanting to implement sales force automation on top of their back office systems. Customer Relationship Management Order Management System Sales: Cust Svc Reps Inside Sales Application Integration Architecture Process Integration Pack
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EBS CRMOD Process Integration Pack
PIP delivers Opportunity-to-Quote BP Which Enables larger Business Processes Lead Mgmt Oppty / Account Mgmt Quote Capture Order Fulfillment AR / Financials Applications Integration Architecture (AIA) Fusion Middleware EBS | CRM On Demand Combines the ease of use and rapid deployment of Siebel CRM On Demand with the power of Oracle E-Business Suite
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CRM OnDemand – EBS PIP PIP delivers Opportunity-to-Quote BP
Which Enables larger Business Processes Oracle Quoting Configurator Advanced Pricing Proposals Sales Contracts iStore Lead Mgmt Oppty / Account Mgmt Quote Capture Order Fulfillment AR / Financials Applications Integration Architecture (AIA) Fusion Middleware EBS | CRM On Demand Combines the ease of use and rapid deployment of Siebel CRM On Demand with the power of Oracle E-Business Suite
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Address Complex Integration Challenges with AIA Foundation Pack
Foundation Packs SOA Reference Architecture SOA Governance SOA Programming Model Enterprise Business Services Oracle Differentiator: Application independent approach to building any-to-any integrations Foundation Pack includes all the components customers and SI’s need to build their own process integration packs. It’s built on our own Oracle Fusion Middleware, leveraging SOA Suite technologies, like BPEL. It’s ideal for creating cross application integrations across distributed, complex, heterogeneous environments. Services Library – includes pre-built Enterprise Business Services and Objects so customer’s don’t have to build their own. Oracle continually adds to this library and customers get the updates through basic upgrade support. Services are standard’s based - based on ongoing work we are doing with standards bodies like OAGI, UNCEFACT, and HR-XML to ensure we are building something of value and interoperable across different environments. These services are stored in our Business Service Repository, providing you with access/visibility to those assets. Best practice methodology – you get a developer’s guide, design patterns, sample code etc to improve developer productivity and efficiency. Provides a documented approach to integration that ensures consistency across your enterprise. Architecture – productized SOA. Open standards, nonproprietary, can use across Oracle and 3rd party apps. Doesn’t limit you to Oracle applications. Governance Tools – set of infrastructure tools that help you maintain control and visibility across your business process lifecycle Key message about Foundation Pack - it is a non-proprietary, application independent solution that customers can use to jumpstart their move towards an open standards based architecture. Customers looking for interoperability across apps can now achieve this, following our standardized approach. Unlike other MW solutions, Oracle is providing both the content and the tools to bring everything together. Speeds time to value Reduces risk and improves productivity Facilitates move from EAI/P2P integrations Ensures control and visibility throughout your business process lifecycle
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Why AIA Foundation Pack is Different
Evolve to an Enterprise Architecture Leveraging What You Have Service Oriented Reference Architecture Open & nonproprietary Includes both content and technology Oracle’s own implementation of SOA Service Oriented Programming Model Based on Oracle best practices Rationalized against Best in Class applications Quicker Assembly and Extension of Processes Standardized Building Blocks for Interoperability & Reusability Enterprise Business Services Library Prebuilt and standards-based Application Independent Key differentiators: Open standards based, non proprietary SOA solution Oracle Experience: We’re taking our own experiences and productizing them into a solution customers can use. Oracle is more than an apps/tools vendor. We’re the only ones who can bring apps and technology expertise together and deliver a solution to help customers solve their apps integration challenges for a more flexible infrastructure. “Standardizing standards” - EBS and EBOs are the key ingredient to making customers successful. We’ve done all the hard work to come up with EBS/EBOs that would normally take customers a lot of resources and time to figure out. We work with Standards bodies to make sure our EBS/EBOs are truly standards and have a dedicated team of people focused on delivering more and more EBS/EBOs. As these additional EBS/EBOs come out, customers get for free as part of their standard upgrade support. Using Oracle’s common architecture and approach ensures governance across your business process lifecycle. SOA Governance Includes methodology and tools Interoperable with Partners End to End Lifecycle Consistency and Predictability
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Integrated CRM: Campaign to Cash End-to-End Customer Centricity
Campaign Mgmt. Order Fulfillment Account/ Opportunity Mgmt. Order Capture Lead Mgmt. AR/ Financials Oracle Application Integration Architecture (AIA) ORACLE FUSION MIDDLEWARE
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Dominic Martinelli VP of IT, Rackable Systems “The combination of CRM On Demand, AIA, and our E-Business Suite package has helped Rackable Systems keep IT costs under control… [AIA] has allowed Rackable Systems to have a much smaller team than would be required if we had islands of applications with different experts in each area.”
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Available AIA Process Integration Packs
Cross Industry Process Integration Packs Enabling… Siebel CRM On Demand Integration Pack for Oracle E-Business Suite* Opportunity to Quote Siebel CRM Integration Pack for Oracle EBS Order Management: Order to Cash* Order to Cash Siebel CRM Integration Pack for Trade Promotion Management* Trade Promotion Management Industry Process Integration Packs Enabling… Siebel CRM Integration Pack for Oracle Comms Billing and Revenue Management: Order to Bill** Comms Order to Bill Siebel CRM Integration Pack for Oracle Comms Billing & Revenue Management: Agent Assisted Billing Care** Comms Customer care Oracle Comms Billing and Revenue Management Integration Pack for Oracle E-Business Suite: Revenue Accounting** Comms Revenue Accounting Siebel Life Sciences Integration for Oracle Adverse Event Reporting System Life Sci. Adverse Event Reporting Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations*** Banking Account Originations Siebel CRM Integration Pack for Banking Account Originations Banking Account Originations *Siebel 7.8 / Oracle E-Business Suite ***i-flex FLEXCUBE UBS V.UM 7.2.0 **Comms versions: Siebel / Oracle E-Business Suite Financials / Billing and Revenue Management 7.3.1 24
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Planned FY09 AIA Process Integration Packs Horizontal
Cross Industry PIPs Enabling… Order to Cash Siebel CRM SIA (8.0) for EBS Order Mgt ( ) Order to Cash Siebel CRM (8.1) for EBS Order Management (12.1) Siebel UCM (8.1) for Oracle EBS ( ), Siebel CRM SIA (8.0) MDM (Customer) Integration PIM (12.1) for EBS ( ) and Siebel CRM SIA (8.0) MDM (Product) Integration Agile PLM ( ) to EBS ( ) Design to Release Agile PLM ( ) to EBS (12.1) Design to Release AIA for SAP PIPs* Enabling… Siebel CRM to SAP* Order to Cash Agile to SAP* Design to Release Instant value integrations are focused on bringing Siebel capabilities to EBS and PeopleSoft customers. Basically, you are going to be able to integrate Siebel with your existing applications and realize instant value, without the expense and risk of building and maintaining your own integrations. [NEXT] SaaS PIPs Enabling… Oracle CRM On Demand for Siebel CRM (7.8.2 HOR) Customer Synchronization (Direct Int.) Opportunity to Order Oracle CRM On Demand for JD Edwards E1 (2.3) Oracle CRM On Demand for SAP* Opportunity to Order * Subject to Oracle Senior Management Approval Above timeframes are target dates only and subject to change at any time.
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Roadmap: Planned FY09 Process Integration Packs Industry
Industry PIPs Enabling… Communications: Order to Bill / Agent Assisted / Fin. Consolidation Comms (Siebel 8.0/8.1; Nested Service Bundle feature) Comms 2.4, includes OSM Order to Activate Comms 2.5, includes PIM Product MDM (FY10) Retail: Oracle Retail Integration (RMS 2.3) to PSFT (9.0) Financial Controls for Retail Siebel CRM Loyalty (8.1) to Retail Stores Customer Loyalty Management Product Data Hub Integration Pack for Retail Product Lifecycle Mgt Retail PIM Integration (FY10) Logistics Service Providers: Quote and Order Management Fleet Management 1 (OTM 6.0, SEBL 8.0) Instant value integrations are focused on bringing Siebel capabilities to EBS and PeopleSoft customers. Basically, you are going to be able to integrate Siebel with your existing applications and realize instant value, without the expense and risk of building and maintaining your own integrations. [NEXT] Fleet Management 2 (EBS 12.1, OTM 6.0) Driver Management Fleet Management 3 (EBS 12.1, OTM 6.0) Settlement and Financial Management Utilities: AIA for Utilities Order to Billing Banking: EBS Financial Service Accounting Hub (12.1) for PeopleSoft GL (9.x) Account Consolidation Above timeframes are target dates only and subject to change at any time.
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FY09 Available and Planned AIA Foundation Packs
Horizontal & Industry Versions Features… Foundation Pack Core Common Objects and Services Released February Business Service Repository, Management Utilities Foundation Pack NEW Enterprise Objects & Services Released June Extension Templates / Sample Patterns Enhanced Repository and Utilities Foundation Pack Industry Foundation Packs Planned for FY09 Utilities and Insurance Foundation Pack NEW Enterprise Objects and Services Planned for FY09 BEA uptake Foundation Pack NEW Enterprise Objects & Services Planned for FY09 HCM, horizontal objects from Retail & LSP Foundation Pack NEW Enterprise Objects & Services Planned for FY10 Foundation Pack Oracle 11g Service Component Assembly TBD Composite Application Framework Above timeframes are target dates only and subject to change at any time.
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Conclusion EBS Customers have three primary CRM options
EBS CRM Siebel Enterprise CRM OnDemand Consultation with Oracle is urged to find best solution Use of Oracle AIA to provide OOTB integration Provides end business processes Drive cost and risk out of implementation Use of PIP’s or Foundation Packs provide flexibility
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Q & A
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