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

Transcription

1 10 Things You Can Do Now to Prepare for Oracle Fusion Applications For Siebel Customers Dipock Das Senior Director Product Management Oracle Server Technologies 1

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 decision. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle. 2

3 Anatole France, To accomplish great things, we must not only act, but also dream; not only plan, but also believe. 3

4 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 Timely migration of Siebel stack to Fusion technology Drive CRM domain requirements into Fusion projects 4

5 Oracle Applications Strategy Continued Investment, Increased Support and Migration Path 5

6 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 Application 6

7 The Oracle SOA Platform Packaged Business Process Solutions Portal Business Editor Metadata JDeveloper BPEL Human Worklow Web 2.0 Office Business Business Rule Event CEP Mobile BAM SLA Monitoring Management Analytics Business Process Managermment Enterprise Service Bus Security Service Registry 300+ Application Adapters B2B Java.NET Web Services Data Hubs 7

8 Fusion Middleware Giving you more choice in deployment technology Supported J2EE Application Servers Oracle OAS IBM WebSphere BEA Weblogic RedHat JBoss Supported RDBMS Oracle 10G DB2/390 DB2 UDB SQL Server mysql 8

9 Charles Darwin, It is not the strongest of the species that survive, nor the most intelligent, but the one most responsive to change. 9

10 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 Platform Analytics Database Reporting Search Portal Business Security Process Fusion adds value for Siebel across a broad spectrum of technology areas 10

11 Oracle Applications Portfolio The Industry s Best of Breed products with one Vision Cross Industry Finance J.D. Edwards World EnterpriseOne Siebel Finance Mantas Oracle EBusiness Suite J.D. Edwards Enterprise One iflex Communications Oracle Financials eontec Siebel Communications Portal MetaSolve Utilities SPL Siebel Utilities Peoplesoft Enterprise Siebel Business Applications Retail Retek ProfitLogic Siebel Retail Demantra 360Commerce GLog 11

12 Delivering Composite Applications Using Standards based Fusion Middleware Employees Field Servic e Partners Suppliers Customers VARS Role based, multi-channel user interface Cross Functional Processes Information Services Application Services 12

13 Siebel Fusion Technology Roadmap Siebel 7.8 Siebel 8 Siebel 8.1 Siebel 7.8 Certified with Fusion Middleware Siebel 8.0 Certified with Fusion Middleware Siebel 8.1 Certified with Fusion Middleware Native Oracle 10G R3 Oracle Business Analytics Native Oracle HTTP Server 2.0 Oracle Enterprise Linux Oracle Enterprise Manager Oracle XML Publisher* Oracle Secure Enterprise Search* Native Oracle Clusterware Oracle 11G DB Oracle Content DB Oracle Stellant Certified Oracle Portal Oracle Identity Management Oracle BPEL Oracle JMS Oracle Container for J2EE for Siebel Resource Adaptor Certified Oracle Service Registry* Certified Oracle JDeveloper Oracle Data Integrator Applications Siebel CRM OnDemand Applications Siebel Self-Service * Support will be post Siebel GA 13

14 Siebel SOA Enabled CRM Provider and Consumer for all Applications 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 / JCA JMS / SOAP / EJB Siebel Application Server UI Layer MSMQ / SOAP /.NET Solutions ActiveX / COM MSMQ / SOAP / Business Logic Layer EAI ActiveX / COM EAI.NET Solutions Data Layer MQ / SOAP / CORBA / SQL ALL MQ / SOAP / CORBA / SQL ALL 14

15 Siebel 8 Service Enabled Components Superior Ownership Experience for composite development 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 15

16 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 for customers, Sis and partners 16

17 Common Business Process Engine Delivering instant integrations with Oracle BPEL BPEL Process Designer BPEL Server 3. Deploy to Server Note: BPEL Server shown out of J2EE context for illustration purposes only. Web Services Rules Tasks JMS SOAP/HTTP Web Services JCA Java Objects Business Services Tasks Rules 2. Design the process OC4J Siebel Server Workflow 1. Introspect Services ADF Business Components Business Components ODBC JDBC Siebel Repository CRM Database 17

18 Common Business Intelligence Siebel BI products are the basis of the Oracle BI platform business analytics applications CRM + Enterprise Sales Analytics Service & Contact Center Marketing Analytics business analytics platform Web server Supply Chain Analytics Finance Analytics Workforce Analytics Scheduler Server Analytics Server cache Real Time Decisions Siebel Analytics Warehouse Informatica data components Siebel CRM Customer Interaction Systems Oracle ebs Peoplesoft SAP R/3 18

19 Common Search Capabilities Oracle Secure Enterprise Search Structured Content File/Data Applications Web Content Server 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 19

20 Common Reporting Solution Standards based reporting with Oracle XML Publisher 20

21 Common Content Management Leveraging Oracle Content DB to manage CRM content Regulatory-compliant systems Enterprise-wide deployment Centralized management One consolidated database Standards based SOA Integrated business processes Brand A Brand B Brand C Databases and Business Apps ECM Apps The Rest of Us 21

22 Common Portal Delivering project Orion with Oracle Portal Presentation Tier Oracle FMW SOA Business Logic Using Siebel SOA enabled CRM services Access through native siebel web service interfaces 22

23 Common Infrastructure Oracle ClusterWare 11g for Siebel 8.2 Grid Protected Siebel Protected Siebel listener listener cluster database ORA_CRS_HOME database ORACLE_HOME ORA_CRS_HOME ORACLE_HOME ORA_CRS_HOME ORA_CRS_HOME High Availability for a process listener cluster database ORACLE_HOME Protected EBS Restart on application failure Relocate on node failure Brings the same level of protection to Siebel as Oracle RAC Removes the dependency on 3rd party clusters Will probably be licensed for free 23

24 Common Application Management Depth of Application Management Packaged Applications Custom Applications Application Services 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 SOA and Middleware Database Extended Infrastructure Portal, Collaboration, etc. 24

25 Common Application Management Oracle Application Management Pack for Siebel 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 Over 50 business metric monitored for key Siebel applications Customized beacon for HI components SARM integration real end user metrics, transaction diagnostics 25

26 Siebel Application migration to Fusion Application abstraction enables technology upgrade Siebel 6: Client/Server Siebel 7: n-tier distributed internet Fusion CRM: Standards based, SOA Client/Server to Distributed architecture Distributed to Distributed UI migration was painful at first UI technology while different, still thin, Move from VB script to ECMA JavaScript and based on templates and metadata Java 6 supports ECMA JavaScript execution 26

27 Siebel Application migration to Fusion Siebel Metadata to Fusion Metadata Migration Siebel Repository Objects ADF Components Presentation - JSF JSP Presentation - Screen List Applet ADF Region w/ Table Form Applet ADF Region w/ Form Business Object Application Module Primary Business Component Primary Table View Object Entity Object Association Join Joined Table Joined Table Link Child Business Component Entity Object Entity Object View Link Child Business Component View Object View Object 27

28 Siebel Application migration to Fusion Migrating User Interface artifacts Migration creates all bindings The # of list columns, sequence and display text are preserved Siebel View becomes a JSF JSP Page Siebel List Control becomes an AJAX Table 28

29 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 Siebel Business Analytics is the platform for Fusion Analytics 29

30 Ten Things You Can Do Now to Prepare for Fusion 1. Adopt Customization Best Practices 2. Upgrade to the Latest Applications Releases 3. Adopt Master Data Management 4. Schedule An Expert Services assessment 5. Embrace SOA-Based Development and Integration 6. Change your buying habits 7. Extend your Business Intelligence Portfolio 8. Educate yourself 9. Prepare a Fusion Project Plan 10. Talk to Oracle 30

31 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 Minimizing effort for future upgrade 31

32 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 3rd 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 Minimizing effort for future upgrade 32

33 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 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 Leverage master data to improve customer and product centric business processes and analytics Employee Customer Supplier Product Asset 33

34 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 Interactive Reporting & Dashboards Publishing Ad-hoc Analysis Proactive Disconnected MS Office Plug-in Detection Analytics and Alerts Simplified Business Model and Abstraction Layer Oracle BI Server Intelligent Caching Services Multidimensional Calculation and Integration Engine Intelligent Request Generation and Optimized Data Access Services OLTP & ODS Systems Data Warehouse Data Mart SAP, Oracle PeopleSoft, Siebel, Custom Apps Files Excel XML Business Process 34

35 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 Hub-&-Spoke or Point-to-Point 35

36 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 ensure project team members stay informed 36

37 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 Fusion design principles 37

38 Siebel to Fusion Roadmap Based on 3 principles 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 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 38

39 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) 39

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