how to transform the entire siebel ui in 6-9 months · transforming open ui and making siebel great...
TRANSCRIPT
How to Transform
the Entire Siebel UI
in 6-9 Months
November 11, 2020
The final component that makes your Siebel the best non-SaaS CRM platform
Industry specific data
model with powerful
configuration options
Configurability
Improved REST and new
Kafka streaming in addition
to EIM, XML, SOAP
Integrations
Transforming Open UI and
making Siebel great looking
and easy to use application
User Experience
Reduced deployments risks
and costs with the new
Siebel Cloud Native
Architecture
Business Agility
Business benefits of Siebel UX transformation
1
• Too many clicks to
complete key tasks
• Overwhelming number
of fields
• Long time to learn
TYPICAL UX ISSUES
2
SIEBEL UX
TRANSFORMATION
4
• More efficient business processes
• Increased employee engagement
• Improved end-customer
experience
LONGER-TERM IMPACT
3
• Improved user-productivity
• Increased system adoption
• Less effort required for
onboarding
IMMEDIATE IMPACT
Sample Business Metric affected by UX improvements
• Opportunity Cycle Time
• Sales Pipeline Volume
• Number of clients meetings
• Case Handling Time
• Backlog Size
• SLA Metrics
• Average Talk Time
• After Call Work
• First Contact Resolution
• Deal Win Rate
• Net Promoter Score
• Number of complaints
• Net Promoter Score
• Number of complaints
• Net Promoter Score
• Voluntary Attrition
• Employee Satisfaction
• System Usability Scale
• Voluntary Attrition
• Employee Satisfaction
• System Usability Scale
• Voluntary Attrition
• Employee Satisfaction
• System Usability Scale
PROCESS EFFICIENCY CUSTOMERS SATISFACTION EMPLOYEES SATISFACTIONSA
LES
BA
CK
OFFIC
EC
ALL C
EN
TER
Transform the entire Siebel UI with 3 people team in 6 to 9 months time
Design Thinking based
methodology adopted
for Siebel CRM UI
re-design projects
Nexus Sprints
Low-code Siebel UI
development tool
for Siebel team.
Powered by the
Nexus Bridge
Nexus Face
Pre-configured
set of Figma
Prototypes and
Nexus Face
Applications
Nexus Apps
Bringing Nexus Toolkit to the Siebel CRM community
Partnerships with Siebel integrators
Enabling Siebel customer teams
Training the methodology and tools
Co-implementation of initial project phases
Ongoing support
Nexus Face: Build Modern
Siebel Open UI In Record Time
Advantages of the Nexus Face
Fast development speed
Nexus Face significantly shortens the development time
thanks to declarative UI configuration capabilities and pre-
build wiring with Siebel Open UI infrastructure.
Rich array of modern UI components
Nexus Face comes with embedded UI components libraries
based on the Google Material Design. You can style them to
match your corporate design guidelines.
Easy development and maintenance
Being a low-code tool, Nexus Face does not require
advanced web development skills, making it easier for
Siebel teams to build and support improved Siebel UI.
Nexus Face progress during the last 6 months
Help Center:
documentation + training app
Improved usability
Read REST Enablement
Revised pricing approach
Pilot projects with four customers
https://bit.ly/NexusFaceRecording
Pre-build Nexus Apps further accelerate time to market
High Fidelity UI DesignsLow Fidelity UI Patterns Nexus Apps
Demo
Three role-based apps | Inputs
Call-Center / BranchSalesperson Backoffice
• Works across multiple
Siebel views
• Works within a
customer-centric UI
• Works within a
case-centric UI
• Uses Siebel CRM from
time to time
• Uses Siebel CRM most
of the day
• Uses Siebel CRM most
of the day
• Performs numerous
simple tasks
• Performs multiple tasks
of medium complexity
• Performs several
complex tasks
• Few expert users • Several expert users • Many expert users
• Searches across several
data types
• Searches across
customer records
• Searches and filters
case records
• Overview/dashboard
screens are essential
• Overview/dashboard
screens are rarely required
• Overview/dashboard
screens are useful
Nexus Sprints: Design Thinking based
methodology adopted for
Siebel CRM UI re-design projects
Three phases of the Nexus Sprints
To finalize
solution design
for developers
to start their
work
VALIDATION PHASE
To come up with
the UX solution
for identified
usability
problems
UI DESIGN PHASE
To build an
evidence-based
understanding of
which UX problems
are present and
need solving
UX RESEARCH PHASE13
2
Siebel UX Improvement Project Blueprint
2
weeks
2-3
week
cycle
2-3
week
cycle
DEVELOPMENT SPRINT
Working in Agile Sprints,
configure Siebel views,
compose UI with Nexus
Face and create navigation
between standard and
Nexus Face UI
UX DESIGN SPRINT
Working in Agile Sprints,
conduct in-depth UX
research for selected use-
cases, design new UI and
validate it from usability
and functional sides
KICK-OFF + INSPIRE
Analyse existing Siebel
solution and prioritize use-
cases for improvement
while building one client-
specific inspirational UI
based on the sample data
Siebel UX Tranformation Project Blueprint
2
weeks
1-3
months
4-6
months
DETAILED DESIGN
+ DEVELOP
Working in Agile Sprints,
design and user-test high-
fidelity UI, configure
Siebel views and build UI
with Nexus Face
RESEARCH +
HIGH LEVEL DESIGN
Conduct in-depth UX
research for all use-cases,
design new UI for the
entire Siebel application
(low-fidelity) and refine
the implementation plan
KICK-OFF + INSPIRE
Analyse existing Siebel
solution and define high
level transformation plan
while building one client-
specific inspirational UI
based on the sample data
• Review Siebel Application + Business
Processes
• Identify key user-roles + use-cases
• Create a plan for subsequent project
stages with prioritized use-cases
• Select one use-case for an inspirational
demo
• Interview 2-3 users
• Create Nexus Face UI for a selected use-
case based on the sample data
KICK-OFF + INSPIRE Activities
RESEARCH + HIGH LEVEL DESIGN activities
• In depths research for all the use-cases:
– observations & interviews
– usability tests
– user journey maps
– PURE score baselining
• Design new UI layout for entire Siebel
solution (low-fidelity: all views,
navigation, view's sections but without the
fields yet)
• Define and prioritize Epics for Agile
development of the new UI
DETAILED DESIGN + DEVELOP activities in each Sprint
• Select UI Epic for a new sprint
• Design and validate new UI
– high-fidelity UI design and prototyping
– usability tests
– validations against functional
requirements
– solution overview document
preparation
• Implement changes to Siebel views and
configuration
• Develop new UI in Nexus Face
• Bind new UI to Siebel views
SPRINT
PLANNING
DEPLO
Y
IMPLEM
EN
TAT
ION
Your next steps
Visit
bit.ly/Siebel-UX
Run free
KICK-OFF + INSPIRE
mini-project
Streamline your Siebel
UX within 6-9 months
and re-engage business
users with Siebel CRM
Book a session to discuss
your Siebel UI Re-design
with IdeaportEvaluate results and decide on
the next project phase
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