Transcript
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Oracle Partner Sales Playbook for Engineering & Construction

Effective for FY’07, or until next version is released

Version: V1 - FinalApril 2006

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Playbook Structure

• Based on Solutions Map or “footprint” for each Industry • A Playbook recommends integration cross-suite where it exists

today or will exist in the next quarter in a supported manner• Playbooks include white space where ISV’s play a role and name

the major global ISV partners• Playbooks present the most common exception scenarios for

installed base and greenfield opportunities:– E-Business Suite installed in some functional areas– Enterprise/Enterprise 1/World installed in some functional areas– SAP installed in some functional areas– Industry sub sectors with different needs (e.g., Homebuilders within E&C

or Staffing Firms within Prof. Services)• The solutions include consulting Extensions for some solution

areas, where stated in the playbook. Please contact Oracle Consulting Services for further information on these Extensions.

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Corporate Administration

Analytics Business Operations

Customer Channels

Industry Solution Maps – The Major Functional Components of an Industry

Infrastructure

Solutions supporting customers either directly or through an organization’s employee or partners

Solutions supporting the business operations of the organizationincluding all transaction processing, direct supply chain, and

product management

Solutions supporting the Finance, HR, Facilities, Indirect Procurement and other organization-wide functions

Solutions supporting business intelligence and analysis of all functional

areas

Technology supporting the functional areas above including data management, security, and integration

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The Siebel Impact: General Rules of Thumb• CRM & Customer Hubs - Lead with Siebel CRM for “Greenfield”

accounts, particularly those wanting “Best-in-Class” functionality, and in Siebel installed base accounts

• Exceptions• High Tech & Mfg B2B Suite sales(E-Business Suite)• Project-centric industries (E-Business Suite)• Higher Education (Enterprise CRM)

• For clients where moving to a single suite is a requirement, particularly in the mid market:

Sell appropriate suite CRM solution – e.g., E-Business to E-Business customers/prospects, E1 to E1 customers/prospects, Enterprise to Enterprise

• Subscription-based CRM• Lead with Siebel OnDemand

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The Siebel Impact: Specific Solution guidance

• Order Capture/Order Mgmt driven by OM System consolidation• Siebel for customers that have numerous OM systems and require a single Order

Capture “interface” to consolidate order information• E-Business Suite for customers with complex, highly configured products and

require one OM solution from order capture to fulfillment

• Field Service solution is driven by supply chain complexity• Siebel if deal Contact Center Driven, B2C with simple products, basic logistics

capabilities and minimal Supply Chain Integration • E-Business Suite if deal involves Parts Logistics, Complex Products & Depot repair

• Help Desk is driven by specific needs of client• If stand-alone IT helpdesk is required, lead with Siebel Help Desk• If client wants one help desk environment across IT and HR, lead with suite related

help desk (either E-Business or Enterprise)

• Integration Platform– lead with Fusion Middleware (i.e. not Siebel UAN)

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What is the Best fit today based on customer needs?1. For customers that need to insight from data in multiple sources and/or transactional

applications - offer Siebel Analytics Platform & Applications 2. Source only from Peoplesoft Applications - Offer “Improved” EPM with Siebel

Analytics Platform & Applications 3. Source from Siebel Applications - Offer Siebel Analytics Platform & Applications 4. Source only from EBS applications - Offer DBI as the embedded analytics application

Analytics Applications – Overall Approach

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• Engineering & Construction– Overall Solutions Footprint (Greenfield) 9– Solutions Details (Greenfield) 10-15– Exception Scenario 1 (E&C JDE Installed) 16-18– Exception Scenario 2 (SAP Corp. Installed) 18-20

• Homebuilding– Overall Solutions Footprint (Greenfield) 21-22– Solutions Details (Greenfield) 23-27– Exception Scenario 1

• (National Builder - Best of Breed Approach) 28-30• Commercial Real Estate

– Overall Solutions Footprint (Greenfield & Installed Base) 30-32– Solutions Details (Greenfield & Installed Base) 33-37– Exception 1 (Companies with PSFT Footprint) 38-40

• Regional Exceptions 41-44

Topic PagesE&C TOC

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Analytics Business Operations

Customer Channels

Oracle Applications ISV Partners

Corporate AdministrationIndirect

ProcurementCPM

FacilitiesManagement

HumanResources

Projects CompensationFinancials HR ITHelpdesk

Engineering & Construction Solution Map - Recommended Solutions in all Greenfield and most Installed Base Scenarios

Human Resource

Financials

Sales Analytics

Project Intelligence

Marketing Analytics ProposalManagement

Subcontract Management

Project Management

Asset/EquipmentManagement

BillingManagement

Time & Expense

Contract Management

Project Collaboration

Scheduling/Estimating

SalesMarketing

Infrastructure

Technology [e.g. Database, Application Server, RAC, Oblix, Times Ten]Integration Framework (e.g. BPEL)

Hubs (Customer Hub)Hubs (Product Hub)

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Customer Channel SolutionsCustomer Channel Solutions

Business AreaBusiness Area Product/SolutionProduct/Solution

Marketing E-Business Suite CRM Sell E-Business CRM to run targeted lead generation campaigns and measure effectiveness.

Sales E-Business Suite CRMSell E-Business CRM for pipeline and opportunity management, backlog and driving to cash flow projections.

Sales Strategy/ DependenciesSales Strategy/ Dependencies

E&C Solutions Details

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Analytics SolutionsAnalytics Solutions

Business AreaBusiness Area Product/SolutionProduct/Solution

Marketing Analytics E-Business Suite Marketing DBI

Lead with E-business marketing intelligence for marketing planning, and campaign performance.

Sales Analytics E-Business Suite Sales DBI

Lead with E-business sales intelligence to deliver sales, revenue, and pipeline management.

Project IntelligenceE-Business Suite Project Intelligence DBI

E-business Project Intelligence provides seamless drill down from top-level variances to supporting details, linked to the Oracle Projects Suite. Oracle Project Intelligence also provides real-time backlog analysis.

Human Resource E-Business Suite DBI Core DBI offering for Human Capital Management.

Financials E-Business Suite DBI Core DBI offering for Financials.

Sales Strategy/ DependenciesSales Strategy/ Dependencies

E&C Solutions Details

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Business Operations SolutionsBusiness Operations Solutions

Business AreaBusiness Area Product/SolutionProduct/Solution

Proposal Management E-Business Suite Proposal Management Lead with e-Business Proposal Management.

Project ManagementE-Business Suite Project Management, Project Collaboration

Combined solution of Project Mgt and the E&C Extensions for management of Owner and Subcontract change orders. Please contact Oracle Consulting Services for further information on the E&C Extensions.

Contract Management E-Business Suite Project Contracts

E-Business Project Contracts for management of complex contracted project work.

Asset/Equipment ManagementE-Business Suite Enterprise Asset Management

Lead with E-Business EAM for asset tracking, costing, and maintenance management.

Subcontract ManagementE-Business Suite Project Management, Project Collaboration

Combined solution of Project Mgt and E&C Extensions for management of complex subcontracted project work. Please contact Oracle Consulting Services for further information on the E&C Extensions.

Sales Strategy/ DependenciesSales Strategy/ Dependencies

E&C Solutions Details

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Business Operations SolutionsBusiness Operations Solutions

Business AreaBusiness Area Product/SolutionProduct/Solution

BillingManagement

E-Business Suite Project Billing & Costing

Lead with E-Business Suite Project Billing, Costing to proactively control project cost and manage all project associated revenue and billing accurately. Oracle E&C extensions may be necessary for AIA billing. Please contact Oracle Consulting Services for further information on the E&C Extensions.

Project CollaborationE-Business Suite Project Collaboration, Product Lifecycle Mgt, CADView

E-Business Suite Project Collaboration ensures secure access to all team members to perform progress updates and revision. E-Business Suite PLM and CADView provide a mechanism to drive as-designed vs. as-built collaborative building information mgt.

Time & ExpenseE-Business Suite Time & Labor and Travel & Expense

E-Business Suite product which allows time & expense entry for employees and non-employees.

Estimating / SchedulingISV Solution –Primavera, MC2, Timberline, etc.

Industry standard is to utilize third party solutions.

Sales Strategy/ DependenciesSales Strategy/ Dependencies

E&C Solutions Details

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Corporate Administration SolutionsCorporate Administration Solutions

Business AreaBusiness Area Product/SolutionProduct/Solution

Corporate Performance Management

E-Business Suite CPM Suite

This would include Budget and Planning, Balanced Scorecard and Consolidation Hub for end to end Financial analysis.

Indirect Procurement

E-Business Suite Self Service apps through Purchasing for all indirect purchases such as supplies and internal facilities.

Compensation E-Business Suite Incentive Compensation Workbench Lead with Oracle Incentive Compensation.

Financials E-Business Suite Integrated suite including Payables, Expense Management, Fixed Assets, G/L, Cash Management.

Facilities Management

E-Business Suite Property Manager

Used for managing both corporate (employee) space and associated costs, as well as retail storefronts.

Human Resources E-Business Suite HR HR, Benefits and Payroll including self-service.

Projects E-Business Suite Projects Use Projects for capital project management and management of IT projects portfolio management.

Help Desk E-Business Suite ServiceLead with E-Business Helpdesk, for one help desk environment across IT and HR.

Sales Strategy/ DependenciesSales Strategy/ Dependencies

E&C Solutions Details

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Infrastructure SolutionsInfrastructure Solutions

Business AreaBusiness Area Product/SolutionProduct/Solution

Product Data Consolidation E-Business Suite Product Hub Leverage product consolidation from disparate systems.

Customer Data Consolidation

E-Business Suite Customer Hub Leverage customer consolidation for disparate systems.

Integration FrameworkOracle Fusion Middleware with BPEL

Lead with Oracle Fusion Middleware unless not a standard at the client

Core Technology Oracle Database 10g

Lead with Oracle tech stack unless not a standard at the client.

Sales Strategy/ DependenciesSales Strategy/ Dependencies

E&C Solutions Details

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Exception Scenario 1: Installed-Base JD Edwards

E&C Customers

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Analytics Business Operations

Customer Channels

ISV Partners

Corporate AdministrationIndirect

ProcurementCPM

FacilitiesManagement

HumanResources

Projects CompensationFinancials HR ITHelpdesk

Engineering & Construction Solution Map - Recommended Solutions in all JDE Installed E&C Customers

Human Resource

Financials

Sales Analytics

Project Intelligence

Marketing Analytics ProposalManagement

Subcontract Management

ProjectManagement

Asset/EquipmentManagement

BillingManagement

Time & Expense

Contract/Pipeline Management

Project Collaboration

Scheduling/Estimating

SalesMarketing

Infrastructure

Technology [e.g. Database, Application Server, RAC, Oblix, Times Ten]Integration Framework (e.g. BPEL)

Hubs (Customer Hub)Hubs (Product Hub)

Oracle Applications

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JDE InstalledJDE Installed

Business AreaBusiness Area Product/SolutionProduct/Solution

Customer Channels JDE E1CRM Continue selling within JDE for Lead Generation and Pipeline.

Business Operations

JDE E1 Construction Solution,

E-Business Suite Project Collaboration, Product Lifecycle Mgt, CADView

3rd Party Solution (Estimating/Scheduling)

Lead with E1 Proposal Management, Job Cost, Contract Billing, Subcontract Mgt, Change Order Mgt, and EAM.

E-Business Suite Project Collaboration ensures secure access to all team members to perform progress updates and revision. PLM and CADView provide a mechanism to drive as-designed vs. as-built collaborative building information mgt.

For Estimating/Scheduling, the Industry standard is to utilize third party solutions.

Analytics Enterprise Performance Mgt

EPM for Marketing, Sales, Project management, HR, Financial.

Corporate Administration JDE E1 Financials Lead with E1 Financials, HR / Payroll, Procurement,

Property Mgt.

Sales Strategy/ DependenciesSales Strategy/ Dependencies

E&C Solutions Details

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Exception Scenario 2: Installed Base SAP

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Analytics

Customer Channels

E&C Solution Map - Recommended Solutions if SAP Installed

Infrastructure

Corporate Administration

SAP

IndirectProcurement

CPMFacilities

ManagementHuman

ResourcesProjects CompensationFinancials HR IT

Helpdesk

Technology [e.g. Database, Application Server, RAC, Oblix, Times Ten]Integration Framework (e.g. BPEL)

Universal Customer Master

Business Operations

Human Resource

Marketing Analytics

Project Intelligence

Sales AnalyticsProposal

Management

SubcontractManagement

ProjectManagement

Asset/Equipment Management

Billing Management

Time & Expense

Contract/Pipeline Management

Scheduling/Estimating

SalesMarketing

ISV Partners

Project Collaboration

Universal Product Master

Oracle Applications

Project Intelligence

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SAP InstalledSAP Installed

Business Area Product/Solution

Customer Channels Siebel CRM Lead with Siebel Marketing, and Sales

AnalyticsSiebel SBA & PeopleSoft Enterprise Performance Mgt

Sell Siebel Sales and Marketing analytics and/or Enterprise Performance Mgt (EPM) for HR

Business Operations

E-Business Suite Project Collaboration, Product Lifecycle Mgt, CADView

E-Business Project Collaboration ensures secure access to all team members to perform progress updates and revision. PLM and CADView provide a mechanism to drive as-designed vs. as-built collaborative building information mgt.

Corporate Administration PeopleSoft Enterprise Lead with Enterprise HR and additional Enterprise components as standalone wherever SAP is not used

Infrastructure Siebel and OracleLead with Siebel Universal Customer Master and Universal Product Master, Oracle fusion middleware and Oracle database

Sales Strategy/ Dependencies

Recommended for Installed Base SAP

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Sales Playbook for Homebuilding

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Analytics

Customer Channels

Order Capture Sales ServiceMarketing

Homebuilding Solution Map - Recommended Solutions in all Greenfield and most Installed Base Scenarios

Infrastructure

Technology [e.g. Database, Application Server, RAC, Oblix, Times Ten]Integration Framework (e.g. BPEL)

Business Operations

Scheduling

HomebuilderProcurement

Project Costing

HomebuilderFoundation

ConstructionStart Process

Sales Office

Supply ChainHuman Resources

Financials

Marketing AnalyticsSales Analytics

Service Analytics

Corporate AdministrationIndirect

ProcurementCPM

FacilitiesManagement

HumanResources

Projects CompensationFinancials HR ITHelpdesk

Hubs (Customer Hub)Hubs (Product Hub)

ISV PartnersOracle Applications

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Customer Channel SolutionsCustomer Channel Solutions

Business AreaBusiness Area Product/SolutionProduct/Solution

Order Capture JDE Homebuilder Sales Office

Homebuilder Sales Office Template (Extensions) for Home Configuration, Contract creation, and Mortgage tracking. Please contact Oracle Consulting Services for further information on the Homebuilder Extensions.

Sales JDE E1 CRM JDE E1 sales functionality for pipeline and forecast management

Marketing JDE E1 CRM JDE E1 Marketing for management of sales campaigns and their effectiveness

Service JDE E1 Service Management

JDE E1 Service Management for Customer Service and Warranty tracking. For Call Center functions, position JDE E1 Case Manager, for supporting multi-channel sales, marketing, customer service operations.

Sales Strategy/ DependenciesSales Strategy/ Dependencies

Homebuilding Solutions Details

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Analytics SolutionsAnalytics Solutions

Business AreaBusiness Area Product/SolutionProduct/Solution

Marketing, Sales & Service Analytics

Enterprise Performance Mgt

JDE E1 Sales, Service, Call Center linked to the core HR and Financial modules. Delivers order to cash, agent profitability, campaign analysis, and service manager analytics

Supply Chain Enterprise Performance Mgt Core DBI offering for Projects, Supply Chain

Human Resources Enterprise Performance Mgt Core DBI offering for Human Resources

Homebuilder Financials Enterprise Performance Mgt Core DBI offering for Financials, Projects

Profitability, Planning, and Budgeting

Enterprise Performance Mgt

Linked to core Financials and CPM Budget and Planning and Consolidation processing

Sales Strategy/ DependenciesSales Strategy/ Dependencies

Homebuilding Solutions Details

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Business Operations SolutionsBusiness Operations Solutions

Business AreaBusiness Area Product/SolutionProduct/Solution

Scheduling ISV – Hyphen Solutions BuildPro

Coordinate Subcontractor and Material ordering/delivery with Construction Schedule

Scheduling tools from Hyphen Solutions.

Homebuilder Foundation JDE E1 Homebuilding Management

JDE E1 Homebuilder Management for Home Starts and Construction management

Direct Homebuilder Procurement

JDE E1 Procurement End-to-end procurement suite from sourcing, through self service to purchasing

Sales Office (service fulfillment - post capture & config)

JDE E1 Sales Office Template (Extensions)

Manages home option/preference selection, home configuration, and service management. Please contact Oracle Consulting Services for further information on the Homebuilder Extensions.

Project Costing and Management

JDE E1 Project Management

Manages lot-by-lot home profitability, as well as managing complex land development projects

Construction Start JDE E1 Homebuilding Management

Lead with JDE E1 Homebuilder Management to automate the repetitive nature of the homebuilding process.

Sales Strategy/ DependenciesSales Strategy/ Dependencies

Homebuilding Solutions Details

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Corporate Administration SolutionsCorporate Administration Solutions

Business AreaBusiness Area Product/SolutionProduct/Solution

Corporate Performance Management

Enterprise Performance Management

This would include Budget and Planning, Balanced Scorecard and Consolidation Hub for end to end Financial analysis

Indirect Procurement JDE E1 Procurement Self Service apps through Purchasing for all indirect purchases

such as supplies and internal facilities

Facilities Management

Sales Office Template (Extensions)

Used for managing home-related warranty items. Please contact Oracle Consulting Services for further information on the Homebuilder Extensions.

Projects JDE E1 Project Management

Used for Community, Land, Infrastructure related project management requirements

Compensation Sales Office Template (Extensions)

Sales compensation for sales office and design center resources.Please contact Oracle Consulting Services for further information on the Homebuilder Extensions.

Help Desk JDE E1 CRM Call Center Lead with JDE Helpdesk, for one help desk environment across IT and HR.

Financials JDE E1 Financials Integrated suite including Payables, Expense Management, Fixed Assets and G/L

Human Resources JDE E1 Human Resources HR, Benefits and Payroll including self-service

Sales Strategy/ DependenciesSales Strategy/ Dependencies

Homebuilding Solutions Details

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Infrastructure SolutionsInfrastructure Solutions

Business AreaBusiness Area Product/SolutionProduct/Solution

Product Data Consolidation

E-Business Product Hub Leverage product consolidation from disparate systems.

Customer Data Consolidation

E-Business Customer Hub Leverage customer consolidation from disparate systems

Integration FrameworkOracle Fusion Middleware with BPEL

Lead with Oracle Fusion Middleware unless not a standard at the client

Core Technology Oracle Database 10g

Lead with Oracle tech stack unless not a standard at the client

Sales Strategy/ DependenciesSales Strategy/ Dependencies

Homebuilding Solutions Details

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Exception Scenario 1National Builder - Best of Breed Approach

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Analytics

Customer Channels

Order Capture Marketing ServiceSelf-ServiceSales

Homebuilding Solution Map - Recommended Solutions for National Builder

Business Operations

Scheduling

HomebuilderProcurement

Project Costing

HomebuilderFoundation

ConstructionStart Process

Sales Office

Infrastructure

Technology [e.g. Database, Application Server, RAC, Oblix, Times Ten]Integration Framework (e.g. BPEL)

Supply ChainHuman Resources

Financials

Marketing AnalyticsSales Analytics

Service Analytics

Corporate AdministrationIndirect

ProcurementCPM

FacilitiesManagement

HumanResources

Projects CompensationFinancials HR ITHelpdesk

Universal Customer MasterUniversal Product Master

ISV PartnersOracle Applications

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National Builder National Builder -- Best of Breed ApproachBest of Breed Approach

Business Area Product/Solution

Customer ChannelsSiebel CRM and JDE Sales Office Template

Customer Base would currently be running E1 Homebuilder solution, and upsell Siebel CRM solutions, including Sales, Marketing, and Service. Utilize Sales Office functionality in E1 for Home Configuration

Analytics

Siebel Analytics and Enterprise Performance Mgt

Sell Siebel Customer and Operations Analytics but continue to use EPM for backoffice analytics

Core Technology IBM Opportunity to migrate World customers to E1 and put them on Oracle Tech stack.

Sales Strategy/ Dependencies

National Builder Exceptions - Homebuilding

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Sales Playbook for Commercial Real Estate

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Analytics Business Operations

Customer Channels

Infrastructure

Deal Flow Marketing Service

Real EstateManagement

Lease Administration

Billing

Receivables

Occupancy Management

Self-ServiceSales

Real Estate Solution Map - Recommended Solutions in Greenfield and Installed Base Scenarios

Spend Analysis Real EstateHuman Resources

Financials

Advanced Real Estate Forecasting

Technology [e.g. Database, Application Server, RAC, Oblix, Times Ten]Integration Framework (e.g. BPEL)

Marketing AnalyticsSales Analytics

Service Analytics

Corporate AdministrationIndirect

ProcurementCPM

FacilitiesManagement

HumanResources

Projects CompensationFinancials HR ITHelpdesk

Universal Customer MasterUniversal Product Master

Oracle Applications

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Customer Channel SolutionsCustomer Channel Solutions

Business AreaBusiness Area Product/SolutionProduct/Solution

Deal Flow Extended Siebel CRMLease Routing Automation using Siebel CRM and workflow components. Please contact Oracle Consulting Services for further information on the Real Estate Extensions.

SalesSiebel SalesSiebel On Demand

Siebel sales functionality for pipeline and forecast management. Siebel OnDemand for hosted solutionSiebel Sales for on premise solution.

Marketing Siebel Marketing Siebel Marketing for management of sales campaigns and their effectiveness

ServiceSiebel Call Center, Siebel Service

Siebel Service Management for Customer Service and Warranty tracking.

Sales Strategy/ DependenciesSales Strategy/ Dependencies

Commercial Real Estate Solutions Details

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Analytics SolutionsAnalytics Solutions

Business AreaBusiness Area Product/SolutionProduct/Solution

CRM Siebel Analytics

Lead with Siebel Sales Analytics to deliver sales, revenue, fulfillment and pipeline management, with kpi’s, sales reports and customizable sales dashboards.Lead with Siebel Marketing Analytics to marketing planning, campaign performance, and customer insight.Lead with Siebel Service Analytics for customer service, agent performance, service and delivery.

Spend Analysis Enterprise Performance Mgt Procurement Spend Analysis

Real Estate, HR, Financials

Enterprise Performance Mgt

EPM Data Mart for financials, real estate and human resources

Profitability, Planning, and Budgeting

Enterprise Performance Mgt

Linked to core Financials to perform unit-level budgeting as well as company-wide forecasting.

Sales Strategy/ DependenciesSales Strategy/ Dependencies

Real Estate Solutions Details

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Business Operations SolutionsBusiness Operations Solutions

Business AreaBusiness Area Product/SolutionProduct/Solution

Real Estate Management JDE E1 Real Estate Portfolio and Property Management

Receivables JDE E1 Receivables Manage Receivables across the tenant portfolio

Advanced Real Estate Forecasting

JDE E1 Advanced Real Estate Forecasting

JDE E1 Budgeting – Pulls lease information from Real Estate Management

Lease Administration JDE E1 Real Estate Management

JDE E1 Manage legal, operational and financial aspects of lease

Tenant Billing JDE E1 Real Estate Management

Monthly billing of leases including percentage rent, CPI, expense participation and late fees

Occupancy Management JDE E1 Real Estate Management

Lead with JDE E1 Real Estate Management to manage occupancy and vacancy of office, retail and industrial properties

Sales Strategy/ DependenciesSales Strategy/ Dependencies

Real Estate Solutions Details

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Corporate Administration SolutionsCorporate Administration Solutions

Business AreaBusiness Area Product/SolutionProduct/Solution

Corporate Performance Management

Enterprise Performance Management

This would include Budget and Planning, Balanced Scorecard and Consolidation Hub for end to end Financial analysis

Indirect Procurement JDE E1 Procurement Self Service apps through Purchasing for all indirect purchases

such as supplies and internal facilities

Facilities Management JDE E1 EAM Manage internal and external assets

Projects JDE E1 Project Management Used for New Capital Projects and Tenant Improvements

Compensation JDE E1 Real Estate Management To manage broker leasing commissions

Help Desk JDE E1 CRM Call Center Lead with JDE Helpdesk, for one help desk environment across IT and HR.

Financials JDE E1 Financials Integrated suite including Payables, Expense Management, Fixed Assets and G/L

Human Resources JDE E1 Human Resources HR, Benefits and Payroll including self-service

Sales Strategy/ DependenciesSales Strategy/ Dependencies

Real Estate Solutions Details

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Infrastructure SolutionsInfrastructure Solutions

Business AreaBusiness Area Product/SolutionProduct/Solution

Customer Data Consolidation

Siebel Universal Customer Master (UCM)

Siebel UCM has best in class industry specific customer data

Product Data Consolidation

Siebel Universal Product Master Leverage product consolidation from disparate systems

Integration FrameworkOracle Fusion Middleware with BPEL

Lead with Oracle Fusion Middleware unless not a standard at the client

Core Technology Oracle Database 10g

Lead with Oracle tech stack unless not a standard at the client

Sales Strategy/ DependenciesSales Strategy/ Dependencies

Real Estate Solutions Details

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Exception Scenario 1: Real Estate Companies with PeopleSoft Footprint

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Customer Channels

Infrastructure

Deal Flow Marketing ServiceSelf-ServiceSales

Real Estate Solution Map - Recommended Solutions in Installed Base Scenarios for companies with PeopleSoft footprint

Technology [e.g. Database, Application Server, RAC, Oblix, Times Ten]Integration Framework (e.g. BPEL)

Real EstateManagement

Lease Administration

Billing

Receivables

Occupancy Management

Real Estate

Human Resources

Financials

Advanced Real Estate Forecasting

Spend Analysis

Analytics Business OperationsMarketing Analytics

Sales AnalyticsService Analytics

Corporate AdministrationIndirect

ProcurementCPM

FacilitiesManagement

Projects CompensationFinancials HR ITHelpdeskHuman

Resources

Hubs (Customer Hub)Hubs (Product Hub)

Oracle Applications

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PeopleSoft InstalledPeopleSoft Installed

Business Area Product/Solution

Customer Channels PeopleSoft CRMTenant management and automation of leasing processes. Solution needs to be configured with support from SI partner.

AnalyticsPeopleSoft CRM and Enterprise Performance Mgt

Sell PeopleSoft CRM to handle performance analysis and pipeline forecasting. Use Enterprise Performance Management for backoffice analytics.

Sales Strategy/ Dependencies

Real Estate Solution Map - Recommended Solutions in Installed Base Scenarios for companies with PeopleSoft footprint

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Regional Exceptions

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General Regional Exceptions: APAC

• Anywhere that a front office end user has to use multiple products / UIs, standardize on a single suite solution from Oracle or Siebel to reduce complexity and integration issues.

• Help Desk – HR Help Desk should be Enterprise not Oracle in all scenarios – where both HR and IT Help Desks are required, select same suite.

• Where Field Service is required select same suite for B2B and B2C.

• Use Oracle CDH alone in all cases where only dedupe / Data Quality Management are required without industry specific data model. Position UCM where vertical data model is available and required by the specific account (e.g., Banking, Insurance, Communications)

• Check ongoing support of Siebel OEM relationships for multi language data dedupe and merge, search engine, knowledge base, etc.

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• Lack of availability of products in some European languages willlimit options

• CDH/UCM– No Siebel → CDH– Siebel CRM for Industry Solution → UCM– Siebel CRM & FSI → UCM– Siebel CRM, public sector, Oracle apps → CDH– Siebel CRM, public sector, no Oracle apps → UCM– Siebel CRM & Industry w/o specific Siebel data model → CDH– No Siebel CRM → CDH

General Regional Exceptions: EMEA

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Siebel 8.0: Supported Languages

• Arabic• Chinese - Simplified• Chinese - Traditional• Czech• Danish • Dutch• English• Finnish• French• German • Hebrew• Italian • Japanese • Korean• Portuguese – Brazilian• Portuguese – European• Spanish• Swedish• Thai

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Siebel 8.0: Supported Platforms• Database Management System

– IBM DB2 UDB ESE 8.2– IBM DB2 for z/OS 8– IBM DB2 Connect 8.2– MS SQL Server 2005– Oracle 10g R2 Enterprise Server

• Siebel Enterprise Server OS– MS 2003 Server (IA32) – HP-UX 11i 11.23 IPF– IBM AIX 5L 5.3 – Sun Solaris 10 (32 and 64 bit) – Red Hat Enterprise Linux 4.0 on IA32– SuSe Linux 9.0 on IA32– Solaris 10/x86 (web tier only)

• J2EE App Servers– IBM WebSphere Application Server 6.0 – BEA WebLogic Application Server 9.0– MS .Net (Windows 2003 Advanced Server)

• Web Server– HP Apache Web Server Suite 2.0.3– IBM HTTP Server 2.0 on AIX 5.3– Microsoft IIS 6.0– SuSe Apache Web Server 2.0 – Red Hat Strong Hold Web Server 2.0 – Sun ONE Web Server EE 6.1 SP 4 SPARC &

IA32

• HI Client IE 6.0 browser (also IE 7.0 on XP)– Windows 2000 SP 4– Windows XP Professional SP2– Windows XP Tablet PC Edition

• SI Client compliant with HTTP 1.1, HTML 4.0, JavaScript 4.1

– Windows 2000– Windows XP– Windows 98– Windows ME– Solaris 10– Macintosh OS X 10.3– SuSe Linux SuSe


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