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  • 7/27/2019 MigrationAssessmentGuide OracleSiebel (Edition1a FINAL October2011) (1)

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    October 2011

    Edition 1a

    2011 Microsoft Corporation. All rights reserved.

    This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS

    SUMMARY.

    Migration Assessment Guide

    Oracle Siebel to Microsoft Dynamics CRM

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    Migration Assessment Guide Oracle Siebel

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    Contents

    Purpose of This Guide .............................................................................................................................................................. 3

    Key Conclusions ......................................................................................................................................................................... 3

    Fundamental Differences between Siebel and Microsoft Dynamics CRM ............................................................ 4

    Siebel Overview .......................................................................................................................................................................................... 4

    Siebel Industry Editions .......................................................................................................................................................................... 5

    Core Entities Across Industry Editions .................................................................................................................................................................. 5

    Industry Specific Entities .............................................................................................................................................................................................. 5

    Other Siebel Applications ....................................................................................................................................................................... 6

    Understanding the Siebel Architecture (in Laymans Terms) ............................................................................................... 6

    Understanding How to Get Data out of Siebel ................................................................................................................. 7

    Data Quality and Duplicate Record Considerations ................................................................................................................... 7

    Siebel Tables .......................................................................................................................................................................................... ...... 8

    Simplifying the Siebel Data Structure ............................................................................................................................................. 10

    Entities and Corresponding Tables .................................................................................................................................................. 10

    Exporting Data from Siebel.............................................................................................................................................................. .... 11

    Outlook, Mobile, and Social CRM Considerations ....................................................................................................... 11

    Microsofts Internal Use of Siebel ..................................................................................................................................... 11

    Siebel to Microsoft Dynamics CRM Data Migration Best Practice ........................................................................ 12

    Common Data Migration Best Practices ........................................................................................................................................ 13

    Siebel Data Migration Discovery Tool ............................................................................................................................ 13

    Additional References .......................................................................................................................................................... 19

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    Purpose of This Guide

    This guide provides an overview for existing Oracle (Siebel) customers considering a switch to Microsoft

    Dynamics CRM business software.

    In addition to economic advantages, business benefits, or system challenges, one of the biggest barriersto switching from one customer relationship management (CRM) application to another is data migration.

    The guide will provide a comprehensive list of areas to review and help lay the foundation for a thorough

    data migration plan. It is based on Siebel 8.1, the current release as of September 2011.

    Included in the guide is adiscovery toolthat can be used to estimate the level of effort and cost

    associated with a Siebel to Microsoft Dynamics CRM data migration. This tool can be copied into a project

    plan or used as a reference by implementation partners for scoping and discovery.

    Key Conclusions

    1. Data migration involves a lot more than simply exporting data from Siebel, importing it toMicrosoft Dynamics CRM, and starting off in the new system.

    2. TheSiebel Data Migration Discovery Toolwill serve as an excellent guide to summarize the SiebelCRM schematic.

    3. Many companies target an initial migration project with a group, division, or specific CRMfunction such as lead and opportunity management to demonstrate success quickly.

    4. Some Siebel customers use industry-specific editions of their product versus the cross-industryversion that many license. Consider involving an industry-specific ISV in the opportunity to meet

    business requirements.

    5. Evaluate the internally configured and developedcustomizationsand workflows. Review existingbusiness processes and the release cadence history for adding Siebel features internally.

    6. The number of records, size of the data store, and governance policies are good indicators tomeasure the data migration complexity. Data quality and duplicate records are also important

    factors when estimating a data migration project.

    7. Account for objects and settings such as forecasts, workflows, security settings, reports, anddashboards that might be difficult to import.

    8. Documents and attachments can be difficult to migrate without a well thought out process.9. Siebel offers mobile and Microsoft Outlook add-ons. Review functionality to determine how it

    maps to Microsoft Dynamics CRM.

    10. Siebel Loyalty,Partner Relationship Management, andContact Centerare applications that arentfound in all CRM installations. Review these features to determine if they should be migrated in

    one process or segmented into different projects.

    http://www.oracle.com/us/products/applications/siebel/enterprise-marketing/036916.htmhttp://www.oracle.com/us/products/applications/siebel/enterprise-marketing/036916.htmhttp://www.oracle.com/us/products/applications/siebel/partner-relationship/index.htmlhttp://www.oracle.com/us/products/applications/siebel/partner-relationship/index.htmlhttp://www.oracle.com/us/products/applications/siebel/partner-relationship/index.htmlhttp://www.oracle.com/us/products/applications/siebel/contact-center-service/index.htmlhttp://www.oracle.com/us/products/applications/siebel/contact-center-service/index.htmlhttp://www.oracle.com/us/products/applications/siebel/contact-center-service/index.htmlhttp://www.oracle.com/us/products/applications/siebel/contact-center-service/index.htmlhttp://www.oracle.com/us/products/applications/siebel/partner-relationship/index.htmlhttp://www.oracle.com/us/products/applications/siebel/enterprise-marketing/036916.htm
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    Fundamental Differences between Siebel and Microsoft Dynamics CRM

    Siebel has been an industry leading CRM application for many years. IDC recently reported that Oracle

    was the CRM applications market leader with 11.8% global market share in 2010.1 Conversely, Forrester

    reported that Siebelsapplication complexity, high cost, and lengthy implementation schedules have

    given customers cause for concern in the past.2 Gartner cautions companies that Siebel deployment

    complexity is associated with enterprise-class implementations.3

    Siebel

    Microsoft

    Dynamics CRM Notes

    ArchitectureClient server with

    web user interface.NET

    Siebel is largely a client server

    architecture.

    Current Version /

    Release Date

    8.1 / November

    2008

    2011 / January

    2011

    Siebel release cycles are slow due to

    the high cost and time investment

    required to upgrade.

    Supported

    BrowsersInternet Explorer 8 Internet Explorer 9

    Siebel and Microsoft Dynamics CRM do

    not support Firefox, Chrome, or Safari.

    # of Tables >2,000 tables

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    Siebel Industry Editions

    Siebelindustry editionsprovide unique functionality in the form of tabs, forms, fields, reports, and

    business processes. Following is an overview of common tables and industry specific tables. (Note, this is

    not an exhaustive list of tables). Reviewing these tables will help identify the baseline functionality in use

    by industry solution.

    Core Entities Across Industry Editions

    Core Entities Communications Consumer eClinical Financial Services Insurance Pharmaceutical Medical

    AccountsCustomer

    AccountsAccounts Accounts Accounts Accounts

    Household Household Households

    Opportunities Opportunities Opportunities Opportunity (SSE) Opportunities Opportunities

    Contacts Contacts ContactsCustomers/

    ContactsContact Contacts

    Activities Activities Activities Activities Activities Activities Activities

    Employees Employees Employees Employees Employees Employees Employees

    Products Products - External External ProductsExternal Products

    (Competitive)Product (SSE) Products

    External Products

    (Competitive)

    External Products

    (Competitive)

    Product Lines Product Lines Product Lines Product Lines Product Lines

    Campaigns Campaigns CampaignsObjective/

    CampaignCampaign (SSE) Campaigns

    Objective/

    Campaign

    Agreements Agreements Agreements Agreements

    Product Defects

    (SSV)

    Product Defects

    (SSV)

    Forecasts Forecasts Forecasts

    Price Lists Price Lists Price Lists Price Lists Price Lists

    Quotes Quotes Quotes

    Service Requests

    (SSV)Service Requests

    Service Requests

    (SSV)Service Requests

    Territories Territories Territories Territories Territories Territories Territories

    Notes Organization Notes

    Address Address

    Assets Assets Assets Assets Assets

    Industry Specific Entities

    These are the key elements in theindustry specific entities. Reviewing these fields and tables will further

    define the use of an industry specific edition. There are also built in business processes, table

    relationships, and infrastructure that are part of the Siebel industry solutions:

    Communications Consumer eClinical Financial Services Insurance Pharmaceutical Medical Account Products Address Billing Accounts Billing and Usage Ordered Service

    Elements

    Ordered ServiceInstances

    Parameters Products - Internal Quote Items Quote Solutions

    Account Routes Consumption

    Data

    Contracts Internal Products Invoices Notes for Quotes

    or Literature

    Orders Plan & Trade

    Funds

    Product Lines

    Calendar Entries(activities)

    Catalog Items Clinical Payments Clinical Program Contracts Document

    Tracking

    (Activities)

    Formularies Internal Products Investigators

    Activity Applications Calendar Clients Competitors Deals Financial Accounts Investors Marketing

    Encyclopedia

    Organizations Other**

    Policies Claims Organizations

    Professionals Catalog Items Contracts Internal Products Issues Formularies Medical

    Procedures

    Objective/Campaign

    ProductConsumption

    Catalog Items Codes Corrective Actions Corrective Actions

    Attachments

    Corrective ActionsNotes

    Internal Products Issues Lot Numbers Medical

    Procedures

    http://download.oracle.com/docs/cd/E14004_01/homepage.htmhttp://download.oracle.com/docs/cd/E14004_01/homepage.htmhttp://download.oracle.com/docs/cd/E14004_01/homepage.htmhttp://download.oracle.com/docs/cd/E14004_01/homepage.htmhttp://download.oracle.com/docs/cd/E14004_01/homepage.htmhttp://download.oracle.com/docs/cd/E14004_01/homepage.htmhttp://download.oracle.com/docs/cd/E14004_01/homepage.htmhttp://download.oracle.com/docs/cd/E14004_01/homepage.htm
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    Communications Consumer eClinical Financial Services Insurance Pharmaceutical Medical

    Service Accounts Service Orders Work Order Items Work Orders

    Product Target Promotions Retail Outlets Shipment Data

    Issues Medical

    Procedures

    Price Lists Product

    Consumption

    Product Lines Professional

    Addresses

    Professionals Protocol Sites Protocols Sales Orders Sites Subjects Trip Reports

    (activities)

    Visit Reports(activities)

    Service Providers ProfessionalAddresses

    Sales Orders Product Issues Product Issues

    Attachments

    Product IssuesNotes

    RegulatoryReports

    Repairs Repairs

    Attachment

    Repairs Notes Sales Orders Service Request

    Activities

    Other Siebel Applications

    Application Description

    Siebel Loyalty

    Siebel Loyaltyis a multichannel application that creates dynamic, cross-industry

    loyalty programs to drive strategic customer initiatives by creating reward

    programs and promotions. For example, it can be used to create and manage

    airlines' frequent flyer programs or hotels' frequent guest programs

    Siebel Partner

    Relationship

    Management (PRM)

    Siebel PRMautomates and streamlines the relationship between brand owner

    companies and their channel and alliance partners, distributors, resellers,

    agents, brokers, or dealers.

    Siebel Contact CenterSiebel Contact Centerenables agents to handle service, support, and sales

    interactions seamlessly across all communication channels.

    Understanding the Siebel Architecture (in Laymans Terms)

    Siebel customers run on different platforms and use a variety of architecture configurations to manage

    global or domestic deployments. Considerations include the number of users, transaction volume,

    connectivity, performance targets, physical server (infrastructure) location, and database platform.

    Siebel is fundamentally aclient-server architecture

    with web server components. The diagram included

    is a simplified view of the key components required

    for aSiebel instance. In practice, there can be

    detailed diagrams with multiple components.

    In all cases, the customer will have a basic set of

    required components to run Siebel. Understanding,

    the prospectsSiebel infrastructure and topology

    will help the field plan for Microsoft Dynamics CRM

    on-premises deployments or further define the

    process of migrating to Microsoft Dynamics CRM. Source: MSDN LibraryBizTalk Adapters for Siebel

    http://www.oracle.com/us/products/applications/siebel/enterprise-marketing/036916.htmhttp://www.oracle.com/us/products/applications/siebel/enterprise-marketing/036916.htmhttp://www.oracle.com/us/products/applications/siebel/partner-relationship/index.htmlhttp://www.oracle.com/us/products/applications/siebel/partner-relationship/index.htmlhttp://www.oracle.com/us/products/applications/siebel/contact-center-service/index.htmlhttp://www.oracle.com/us/products/applications/siebel/contact-center-service/index.htmlhttp://en.wikipedia.org/wiki/Client%E2%80%93server_modelhttp://en.wikipedia.org/wiki/Client%E2%80%93server_modelhttp://en.wikipedia.org/wiki/Client%E2%80%93server_modelhttp://msdn.microsoft.com/en-us/library/bb820919%28v=bts.10%29.aspxhttp://msdn.microsoft.com/en-us/library/bb820919%28v=bts.10%29.aspxhttp://msdn.microsoft.com/en-us/library/bb820919%28v=bts.10%29.aspxhttp://siebelunleashed.com/siebel-crm-back-to-basics-siebel-architechture/http://siebelunleashed.com/siebel-crm-back-to-basics-siebel-architechture/http://siebelunleashed.com/siebel-crm-back-to-basics-siebel-architechture/http://msdn.microsoft.com/en-us/library/bb820919%28v=bts.10%29.aspxhttp://msdn.microsoft.com/en-us/library/bb820919%28v=bts.10%29.aspxhttp://msdn.microsoft.com/en-us/library/bb820919%28v=bts.10%29.aspxhttp://siebelunleashed.com/siebel-crm-back-to-basics-siebel-architechture/http://msdn.microsoft.com/en-us/library/bb820919%28v=bts.10%29.aspxhttp://en.wikipedia.org/wiki/Client%E2%80%93server_modelhttp://www.oracle.com/us/products/applications/siebel/contact-center-service/index.htmlhttp://www.oracle.com/us/products/applications/siebel/partner-relationship/index.htmlhttp://www.oracle.com/us/products/applications/siebel/enterprise-marketing/036916.htm
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    The following table outlines the components in more detail. Please note, these are the names Siebel

    references in itsinstallation guide.

    Component Acronym Description

    Siebel

    Webserver

    Extensions

    SWSE

    The SWSE component identifies whether or not the request that has arrived on the

    webserver is a Siebel request, and also helps to format the HTML pages that are servedto the web clients of Siebel. It also supports load balancing when there is more than

    one Siebel server, which generally is the case.

    Siebel

    Gateway

    Name Server

    SGNS

    The SGNS component can be considered as the Siebel Server contact information

    storehouse for all the Siebel servers. It serves as the dynamic address registry for Siebel

    servers and components.

    Siebel

    Enterprise

    Server

    SES

    The SES component is not a physical server, but just a logical set of entities sharing one

    database.

    Siebel Server SS

    Siebel Server is the system on which Siebel Server components are installed and it

    functions as the application server. Each server component performs a defined function.Server components or groups of components determine what applications and services

    a Siebel Server supports. The Siebel Server runs as a system service under the

    Windows operating system and a process under UNIX.

    Application

    Object

    Manager

    AOM

    The AOM component processes application or service-specific user requests. For

    example, a sales application will have a Sales AOM and a call center application will

    have a Call Center AOM. The AOM provides the session environment in which this

    application runs.

    Data

    ManagerDM

    The DM component is a part of AOM. Its primary function is to receive user requests,

    create corresponding Structured Query Language (SQL) statements, and forward them

    to the Database Server.

    DatabaseServer

    DS The DS component is a physical server that runs the database. Siebel supports Oracle,DB2, and Microsoft SQL Server database software.

    Siebel File

    SystemSFS

    The SFS component is a shared directory, or set of directories, that is network-accessible

    to the Siebel Server and that can store files such as attachments for use by Siebel

    applications.

    Siebel Tools ST

    The ST component is an integrated environment for configuring Siebel applications.

    Siebel Tools are used to modify standard Siebel objects and create new objects to meet

    organization business requirements. For example, use Siebel Tools to extend the data

    model, modify business logic, and define the user interface.

    Understanding How to Get Data out of Siebel

    Data Quality and Duplicate Record Considerations

    Evaluating the core CRM functionssales, service, and marketingis not a straightforward exercise. The

    terminology, system layout, data structure, and built-in processes are very different between both

    vendors.

    http://download.oracle.com/docs/cd/E14004_01/books/SiebInstWIN/SiebInstWINTOC.htmlhttp://download.oracle.com/docs/cd/E14004_01/books/SiebInstWIN/SiebInstWINTOC.htmlhttp://download.oracle.com/docs/cd/E14004_01/books/SiebInstWIN/SiebInstWINTOC.htmlhttp://download.oracle.com/docs/cd/E14004_01/books/SiebInstWIN/SiebInstWINTOC.html
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    The number of records in the data store is one indicator of

    data migration complexity. However, more relevant factors

    include the quality of data and number of duplicate records,

    which are typical issues for any vendors CRM installation.

    If the customer does not have any Siebel or third-party de-

    duping tools, it could increase the migration cost and level ofeffort. If Siebel is run in a SQL Server environment, data de-

    duplication scripts can be written against the database tables.

    Determine ifSiebel Data

    QualityandOracle Data

    Quality Matching Server are

    in use. Knowing this will

    serve as a good duplicate

    record barometer.

    Source: Microsoft SQL Server website

    Another consideration is to set up a data

    hub to temporarily or permanently house

    and manage Siebel data. This can be

    achieved usingMicrosoft SQL Server 2008

    R2 Master Data Services (MDS).

    MDS helps organizations to standardizeand streamline the business data

    customers use across their organization to

    make critical business decisions.

    MDS is an application built from platform

    components which may be deployed as

    an application or extended by use of the

    platform components to consistently

    define and manage the critical data entities of an organization such as products, customer, locations, cost

    centers, equipment, employees, and vendors.

    Setting up duplicate detection rules upon import in Microsoft Dynamics CRM will also help with the de-

    duplication effort.

    Siebel Tables

    As mentioned previously, there are a few thousand Siebel tables. Categorizing the tables will help

    understand the level of effort associated with data migration. Pay particular attention to the industry

    specific tables and the custom tables. TheDiscovery Toolat the end of this document will also serve as a

    discussion guide to determine which features (and tables) the prospect is using. The source for the Siebel

    tables can be found in theOracle's Siebel Business Applications Bookshelf Documentation Library, Version

    8.1.

    Table

    Classification Table Type Table Description Example Table Name

    Repository

    TablesStore metadata about Siebel Objects.

    S_APPLET: Stores SiebelApplets information

    S_BUSCOMP: Stores SiebelBusiness Component

    http://siebelsupport.blogspot.com/2009/10/oracle-siebel-data-quality.htmlhttp://siebelsupport.blogspot.com/2009/10/oracle-siebel-data-quality.htmlhttp://siebelsupport.blogspot.com/2009/10/oracle-siebel-data-quality.htmlhttp://siebelsupport.blogspot.com/2009/10/oracle-siebel-data-quality.htmlhttp://www.oracle.com/us/products/applications/siebel/064704.htmlhttp://www.oracle.com/us/products/applications/siebel/064704.htmlhttp://www.oracle.com/us/products/applications/siebel/064704.htmlhttp://www.microsoft.com/sqlserver/en/us/solutions-technologies/data-warehousing/master-data-services.aspxhttp://www.microsoft.com/sqlserver/en/us/solutions-technologies/data-warehousing/master-data-services.aspxhttp://www.microsoft.com/sqlserver/en/us/solutions-technologies/data-warehousing/master-data-services.aspxhttp://www.microsoft.com/sqlserver/en/us/solutions-technologies/data-warehousing/master-data-services.aspxhttp://download.oracle.com/docs/cd/E14004_01/portalres/pages/doccat_all.htmhttp://download.oracle.com/docs/cd/E14004_01/portalres/pages/doccat_all.htmhttp://download.oracle.com/docs/cd/E14004_01/portalres/pages/doccat_all.htmhttp://download.oracle.com/docs/cd/E14004_01/portalres/pages/doccat_all.htmhttp://download.oracle.com/docs/cd/E14004_01/portalres/pages/doccat_all.htmhttp://download.oracle.com/docs/cd/E14004_01/portalres/pages/doccat_all.htmhttp://www.microsoft.com/sqlserver/en/us/solutions-technologies/data-warehousing/master-data-services.aspxhttp://www.microsoft.com/sqlserver/en/us/solutions-technologies/data-warehousing/master-data-services.aspxhttp://www.oracle.com/us/products/applications/siebel/064704.htmlhttp://www.oracle.com/us/products/applications/siebel/064704.htmlhttp://siebelsupport.blogspot.com/2009/10/oracle-siebel-data-quality.htmlhttp://siebelsupport.blogspot.com/2009/10/oracle-siebel-data-quality.html
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    Table

    Classification Table Type Table Description Example Table Name

    information

    S_WFR_PROC: Stores SiebelWorkflow Process information

    Data Tables

    Base Tables

    Store data about various Siebel

    entities such as opportunity, quotes,

    service requests.

    S_OPTY: Stores Opportunityinformation

    S_SRV_REQ: Stores ServiceRequest information

    S_EVT_ACT: Stores Activitiesinformation

    S_DOC_QUOTE: Stores Quoteinformation

    Intersection

    Tables

    Define a many-to-many relationship,

    and provide an intersection between

    two business components. A many-to-many relationship is one in which

    there is a one-to-many relationship

    from either direction. For example,

    there is a many-to-many relationship

    between Accounts and Contacts.

    S_OPTY_CON: Opportunity andContact intersection table

    S_ASSET_CON: Asset andContact intersection table

    Party Table

    Unifies all access to data about

    relationships between companies

    and people (contacts, employees,

    partner employees, users) and other

    businesses (accounts, divisions,

    organizations, and partners).

    S_PARTY

    Extension

    Tables

    Store custom information for various

    entities. These are extensions of base

    tables, connected via implicit join,

    and have _X suffixes to their names.

    S_OPTY_X: Extension table forOpportunities

    S_DOC_QUOTE_X: Extensiontable for Quotes

    S_EVT_ACT_X: Extension tablefor Activities

    EIM /

    Interface

    Tables

    Export and import data from external

    applications. They have an Enterprise

    Integration Manager (EIM) prefix

    with the table name. Every base tableand extension table has its

    corresponding EIM tables.

    EIM_OPTY: Opportunity EIMtable

    EIM_ACTIVITY: Activities EIMtable

    Siebel Bookshelf

    XM Tables

    Establish many-to-many

    relationships. These tables have XM

    suffixes after their names. Most of

    the base tables have corresponding

    XM tables.

    S_OPTY_XM: XM table forOpportunity

    S_DOC_QUOTE_XM: XM tablefor Quotes

    http://download.oracle.com/docs/cd/B40099_02/books/EIMAdm/EIMAdm_SiebelIFTables2.html#wp1020810http://download.oracle.com/docs/cd/B40099_02/books/EIMAdm/EIMAdm_SiebelIFTables2.html#wp1020810http://download.oracle.com/docs/cd/B40099_02/books/EIMAdm/EIMAdm_SiebelIFTables2.html#wp1020810
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    Simplifying the Siebel Data Structure

    As you can see for the various table categories previously described, Siebels data structure is very

    detailed. Siebels unique database structure already has relationships defined in the base and intersection

    tables. They do not recommend inserting, deleting, or updating records in the database directly to avoid

    data integrity issues. As an alternative, they allow users to create a staging table to insert, update, or

    delete records in the database. This staging table is referred to as theEnterprise Integration Manager

    (EIM).

    To add another element to the equation, the Siebel data schema doesnt organize and store records like

    other CRM systems. As indicated earlier, there are several types ofSiebel tables. For example, a contact

    record is found in multiple tables such as S_CONTACT, S_PARTY, and an intersection table such as

    S_OPTY_CON. To extract data from all three of these tables could be challenging, particularly with

    intersection tables which are only relevant to the Siebel schema.

    This is where EIM comes into the picture. EIM can reconstruct data from all three tables into a single

    staging table that can be exported.

    Entities and Corresponding Tables

    Understanding the entities displayed in Siebel doesnt necessarily uncover the complex relationships that

    exist between multiple entities, as evidenced by the various types ofSiebel tables. Multi-table

    relationships are not a new concept to CRM solutions or relational databases; however, Siebels

    relationships are voluminous and require a good technical skill foundation. For example, the following

    table and diagram depict the tables related to the Asset entity.

    Related to Asset Entity Asset Entity Relationship Diagram

    Activity

    Activity Part Movement

    Asset Contact Relationship

    Asset Employee Relationship

    Asset External Organization

    Asset Feature

    Asset Modification

    Asset Relationship

    Business Address

    Competitive Metric

    Competitive Product Feature

    Contact

    EmployeeExternal Product

    Internal Product

    Opportunity

    Opportunity Asset

    Person

    Personal Address

    Product Instance (Asset)

    Service RequestSourceSiebel Data Model Reference, Page 37

    http://www.scribd.com/doc/44519317/Siebel-Data-Model-Reference-for-Industry-Applications-v8-1-1http://www.scribd.com/doc/44519317/Siebel-Data-Model-Reference-for-Industry-Applications-v8-1-1http://www.scribd.com/doc/44519317/Siebel-Data-Model-Reference-for-Industry-Applications-v8-1-1http://www.scribd.com/doc/44519317/Siebel-Data-Model-Reference-for-Industry-Applications-v8-1-1
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    Exporting Data from Siebel

    Exporting data from Siebel can be a complex and challenging process in many scenarios. This has a lot to

    do with the structure of the application and its interaction with the database. The key to the data export is

    Siebel Enterprise Integration Manager (EIM).

    EIM is a server component in the Siebel EAI component group that transfers data between the Siebel

    database and other corporate data sources.4 This exchange of information is accomplished through

    intermediary tables called EIM tables. (In earlier releases, EIM tables were known as interface tables.) The

    EIM tables act as a staging area between the Siebel application database and other data sources.

    To export data, EIM reads the data in the Siebel database tables and places the information in the

    appropriate EIM tables. You can then copy data from the EIM tables into another database. The export

    process generally populates the applicable EIM table with a row for every Siebel base table row

    encountered. As a consequence, where EIM tables have mappings to multiple Siebel base tables, one

    export operation can generate multiple rows within the EIM table governing the rows encountered within

    the Siebel base tables.

    Outlook, Mobile, and Social CRM Considerations

    Siebel extends many CRM functions to mobile and wireless devices. Many companies have found Siebel

    mobile products them cost and maintenance prohibitive to deploy.

    There arethree mobile products supported by Siebel:

    Siebel Remote, an offline solution for PCs and tablets. Siebel Handheld, primarily a solution for pharmaceutical sales, consumer packaged goods, and

    field service.

    Siebel Wireless, a mobile solution for wireless devices.Siebel Desktop provides Microsoft Outlook and Lotus Notes integration through the Siebel PIM Client

    Sync tool. Contacts, appointments, and activities can be synchronized. The native Outlook experience in

    Microsoft Dynamics CRM is far superior to the Siebel PIM Client synchronization process.

    Siebel doesnt deliver pre-built connectors to social media properties such as Twitter, Facebook and

    doesnt have a built-in presence management or collaboration suite. Oracle has developed asuite of

    social CRM applications; however, they are not built on the Siebel platform.

    Microsofts Internal Use of Siebel

    Microsofts legacy CRM ecosystem, GSX, consisted of a large Siebel instance acting as a hub and data

    master for customer and sales data such as accounts, opportunities, leads, activities, and contacts.

    4 Oracle's Siebel Business Applications Bookshelf Documentation Library, Version 8.1 -About Siebel

    Enterprise Integration Manager

    http://download.oracle.com/docs/cd/E14004_01/books/HHSales/HHSalesOverview2.html#wp1036837http://download.oracle.com/docs/cd/E14004_01/books/HHSales/HHSalesOverview2.html#wp1036837http://download.oracle.com/docs/cd/E14004_01/books/HHSales/HHSalesOverview2.html#wp1036837http://www.oracle.com/us/products/applications/social-crm/index.htmlhttp://www.oracle.com/us/products/applications/social-crm/index.htmlhttp://www.oracle.com/us/products/applications/social-crm/index.htmlhttp://www.oracle.com/us/products/applications/social-crm/index.htmlhttp://download.oracle.com/docs/cd/E14004_01/books/EIMAdm/EIMAdm_Overview2.html#wp1016410http://download.oracle.com/docs/cd/E14004_01/books/EIMAdm/EIMAdm_Overview2.html#wp1016410http://download.oracle.com/docs/cd/E14004_01/books/EIMAdm/EIMAdm_Overview2.html#wp1016410http://download.oracle.com/docs/cd/E14004_01/books/EIMAdm/EIMAdm_Overview2.html#wp1016410http://download.oracle.com/docs/cd/E14004_01/books/EIMAdm/EIMAdm_Overview2.html#wp1016410http://download.oracle.com/docs/cd/E14004_01/books/EIMAdm/EIMAdm_Overview2.html#wp1016410http://www.oracle.com/us/products/applications/social-crm/index.htmlhttp://www.oracle.com/us/products/applications/social-crm/index.htmlhttp://download.oracle.com/docs/cd/E14004_01/books/HHSales/HHSalesOverview2.html#wp1036837
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    Connected to Siebel were over 170 downstream applications that performed various functions such as

    management reporting, marketing analysis, account planning, and partner management.

    Microsoft documented their experience with the Siebel migration and produced a few case studies for

    public consumption.

    Most of these applications had to be created as a result of

    deficiencies in the core Siebel CRM system. Others were

    custom functions necessary for Microsoft operations. Siebel

    plus the 170 applications represented a very costly set of IT

    systems to own and maintain.The cost to support this

    approached $20 million per year.

    Siebel was also complex and time consuming to use. It had an

    online web UI that required the seller to be connected to the

    Microsoft corporate network or the Internet, which was a

    problem when the seller was in transit or with customers.

    MSIT developed a strong

    business case to implement

    Microsoft Dynamics CRM as

    the foundation for GSX,

    identifying more than$128

    million in productivity gains

    in the first full year alone.

    Furthermore, entering a single opportunity could take up to 15 minuteseven longer in remote locations

    where network latency remains a challenge.5 All of these aspects added up to a tool and an ecosystem

    that required a lot of time by the seller in the office updating data, taking them away from productive

    customer-facing time.

    Siebel to Microsoft Dynamics CRM Data Migration Best Practice

    As demonstrated previously, exporting data from Siebel can be a challenging, time consuming, and

    potentially costly exercise. The following diagram depicts a best practice to migrate from Siebel to

    Microsoft Dynamics CRM. Understanding Siebel Tables and Siebel EIM are explained throughout thisdocument.

    Once the data is staged in Siebel, it is recommended that Microsoft SQL Server Integration Services are

    used to import data. This is particularly important for data files in excess of 10,000 records. Microsoft SQL

    Server Integration Services provide the ability to write script tasks in ADO.NET to manage source and

    destination data.

    Once the data has been migrated to a new Microsoft SQL Server database, the data can easily be moved

    into Microsoft Dynamics CRM using web services or the import manager if there are less than 10,000

    records.

    Please note, there are several data cleansing, data mapping, testing simulations, and other steps involved

    in data migrations. It is also worth evaluatingScribedata migration tools to augment the process defined

    below.

    5Microsoft IT Business Casefor the Global Sales Experience, Powered by Microsoft Dynamics CRM.

    http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000005049http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000005049http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000005049http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000005049http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000005049http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000005049http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000005049http://www.scribesoft.com/Dynamics-Migration.asphttp://www.scribesoft.com/Dynamics-Migration.asphttp://www.scribesoft.com/Dynamics-Migration.asphttp://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000005049http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000005049http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000005049http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000005049http://www.scribesoft.com/Dynamics-Migration.asphttp://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000005049http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000005049http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000005049http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000005049
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    Common Data Migration Best Practices

    Best Practice Description

    Include legacy record IDs, time stamps, and

    owners

    This will help identify and reconcile records in the target

    system.

    Exclude dormant or inactive fields If fields are not used in the source system, they are not

    likely to be used in the target system.

    Include current records and one to two

    years of history

    Importing more than two years of activities, email

    messages, and other history can create a lot of extra work

    that might not be useful. Archive records older than twoyears to a separate system and keep them in a format that

    can be easily imported at a later date if required.

    Replace fields with too many pick list

    values with lookup fields

    Too many pick list values can be difficult to manage.

    Consider replacing them with lookup fields and filters.

    Run several test imports with small batches

    of records

    This will provide a process to test the data in the target

    system and tweak the data maps and import process.

    De-duplicate data prior to import This can be a time-consuming effort; however, it is better

    to do it during data migration when the data is being

    analyzed.

    Siebel Data Migration Discovery Tool

    The Siebel Data Model Reference (DMR) defines how the data used by Siebel Business Applications is

    stored in a standard relational database management system such as Oracle, DB2, or Microsoft SQL

    Server. TheSiebel Data Modelalso defines some of the data integrity constraints validated by Siebel

    http://www.scribd.com/doc/44519317/Siebel-Data-Model-Reference-for-Industry-Applications-v8-1-1http://www.scribd.com/doc/44519317/Siebel-Data-Model-Reference-for-Industry-Applications-v8-1-1http://www.scribd.com/doc/44519317/Siebel-Data-Model-Reference-for-Industry-Applications-v8-1-1http://www.scribd.com/doc/44519317/Siebel-Data-Model-Reference-for-Industry-Applications-v8-1-1
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    Business Applications. Siebel customers are only permitted to use the entities in the data model they have

    licensed.

    The following chart is a summary view of the DMR. This chart can serve as a checklist of entities that can

    be considered for migration to Microsoft Dynamics CRM. It can also serve as a high-level fit/gap analysis

    to determine which features need to be fulfilled by a Microsoft partner or built as custom entity inMicrosoft Dynamics CRM.

    Note: these entities cannot be exported without using theSiebel EIMexport process. The EIM will

    decouple the Siebel entity into a staging table that can be imported into Microsoft Dynamics CRM.

    Siebel Entity Description

    AccountThe account entity is a key entity in the Siebel Data Model. The account entity is often referred

    to as an organization unit.

    Adjustment

    Group

    Manages the various matrices for pricing, compatibility, eligibility, product promotions, and so

    on.

    Asset

    Management

    Internal products can be made into assets and associated with an account or a contact to

    register ownership.

    Auction

    The auction entity represents the auctioning of goods or services to bidders. An auction item

    may be a stand-alone offering, or may be a specific instance of an offering of a quantity of

    product or of a particular asset for sale.

    Auto Email

    Response

    Generator

    This entity allows automatic generation of a response to an inbound communication. Incoming

    messages (inbound communications) are compared against a database of previously

    categorized messages to categorize them in one or more categories. The categories are

    associated with predefined template communication responses, used to generate a default

    response to each category of message.

    CG Promotion

    Planning

    This entity supports the funding of trade promotions in channel management and the

    consumer goods (CG) industry

    Compensation

    Planning

    Administration

    The administration activities of compensation planning involve setting up salary structures such

    as salary plan, salary grades, and job codes

    Compensation

    Planning

    Execution

    In the execution phase of compensation planning, a workbook is created for each of the

    authorized managers with the list of employees who report to them.

    Competency

    Management

    System

    An organization can define a set of competencies that employees can have or acquire over a

    period of time and an evaluation of employees' skill levels in those competencies. In addition,

    information about an employee's past work experience, merits, honors, professional

    memberships, and education qualifications can be maintained. An organization can also define

    a list of courses and related skills which can be associated with an employee when they

    complete those courses.

    ContentManagement

    A content project is made up of one or more content project items that represent an item of

    master data, such as a product definition or an item of literature. Each content project item is

    an instance of a content item type that is part of a content object.

    Contract

    Conditions

    An agreement could comprise one or more entitlements. A contracts administrator may define

    template entitlements, template benefits, and template conditions in addition to template

    terms. Template benefits and conditions could be for a specific product or product line or

    product class or category.

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    Siebel Entity Description

    Contracts

    A contract is an agreement between two parties, usually to deliver goods or services in

    exchange for payment. For example, a quote is an agreement between a company and a

    customer to guarantee a price for a particular set of items if acted on within a specified

    timeframe. The customer is usually an account, but may be a person. The party on the other

    side of the contract is an internal or partner organization (or business unit). A contract iscomposed of contract line items that specify the internal products, services, or assets to be

    covered under the terms of the contract.

    Data Visibility

    Entities in the Siebel Data Model fall into one of two super-types: Master Data Item or

    Customer Data Item.

    A Master Data Item represents data set up and administered by the company using SiebelBusiness Applications such as products, literature, and price lists. Master Data Items are

    often categorized to make information more accessible.

    A Customer Data Item represents transactional data collected during the normal course ofdoing business such as opportunities, quotes, orders, agreements, service requests, and

    activities. A user gains visibility to this data either through the person's association with a

    business unit (multiple organization visibility) or more commonly through a direct

    assignment of the person or the person's position to the item.

    Dun & Bradstreet

    Integration

    A Dun & Bradstreet organization may be classified as doing business in one or more industries,

    and may provide information about contacts at the organization and their management

    responsibilities.

    Employee KPI

    Key performance indicators (KPIs) can be defined and associated with the objectives of an

    employee so that the employee and the manager of the employee can measure achievement or

    current values against the goals set in the objectives of the employee.

    Expense Reports

    Employees (for example, sales representatives, field service engineers, and professional

    services personnel) can track expense items incurred for business purposes. These expenses

    can be associated with an account, an opportunity, or a project, and may be related to an

    activity.

    Field Service

    Inventory

    Parts may be tracked in inventory as serialized assets or as non-serialized quantities of

    products. An instance of product inventory defines a quantity of product in a given location

    with a given status and availability. Inventory quantities cannot be modified directly. Instead,they are modified through inventory transactions that reflect each movement of parts between

    locations, statuses, and availabilities. Inventory locations may be located at a third-party

    provider, as well as within the internal organization. They may also be related to other

    inventory locations for the purposes of replenishment or fulfillment.

    Field Service

    Scheduler

    This entity supports the scheduling of employees to perform service activities within configured

    service regions. A service region corresponds to one or more ZIP codes or other geographical

    representation, but may only be associated with a single time zone.

    Forecasts

    A forecast series defines a set of forecast periods in which forecasts must be submitted, and

    describes the appropriate number of periods to forecast into the future for each forecast

    period. One or more positions are then assigned to submit forecasts under the defined forecast

    series.

    High TechMarketing

    Development

    Fund

    This entity supports the funding of trade promotions in the high technology industry. Amarketing development fund (MDF) is a pool of money made available to partners for the

    organization of marketing activities (campaigns, events, and so on). An MDF may be a partner-

    specific fund or general fund. MDFs (programs) provide the brand owner with the ability to

    make marketing funds available to partners in a programmatic way.

    Invoicable

    Charges

    This entity represents financial transactions, such as charges and credits.

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    Siebel Entity Description

    Invoices

    An invoice may be considered a receivable or a payable for the company. It may be generated

    to bill for an order, a project, a part repair, an agreement, a service request, an activity, or a

    period of time for products or services delivered within a specific period of time.

    Lead

    Management

    A lead refers to a new prospect or an existing customer who is interested in certain products or

    services and may be converted into an opportunity. A lead may be generated as a result of amarketing campaign, a marketing offer, or other marketing activities. A lead may be referred by

    a partner organization. A lead can be assigned to internal team members or partners.

    Responses or various activities are tracked for each lead.

    Marketing

    Budget Request

    This entity represents the process for budget requests and marketing tactics, marketing funds,

    and purchase orders.

    Marketing

    Campaign

    This entity supports campaign management, execution, and evolution. Campaign management

    may involve the focus of the campaign on a territory, as well as the responsibility of the various

    internal divisions and teams for successful execution. Execution may include the production and

    distribution of literature to the appropriate campaign contacts. Campaign evolution tracks the

    usage of call lists to identify campaign contacts and generate leads.

    Marketing

    Collaboration

    This entity assists marketers in maintaining the balance between the need for consistent

    customer management among partners and effective brand building with local expertise.

    Marketing

    Encyclopedia

    The marketing encyclopedia tracks competitive information about products and companies. A

    standard set of metrics may be defined against which competitive organizations and their

    products can be rated in comparison with the internal organization and products, respectively.

    Marketing Event

    Driven Dialogue

    This entity enables timely sales and services to be designed around specific customer needs.

    Specific events are tracked for different customers and these events are used to trigger

    appropriate program stages for the marketing program.

    Marketing Events

    A marketing event may be composed of one or more sessions, held at one or more venues such

    as a hotel or convention center. The room for each session of an event may be chosen based on

    the size and equipment requirements of the session matched to the size an d available

    equipment of each room. Users can also create travel plans for customers attending the events.

    Marketing Plans

    This entity defines how marketing plans are used in conjunction with the financial modeler for

    the purposes of financial planning. Marketing plans are multilevel groupings of plan elements(campaigns) or sub-plans. Financial goals and costs can be forecasted for each level of the plan,

    tracked against actual achievement after campaign execution, and rolled up to the top level

    plan.

    Marketing

    Program

    This entity supports the more complex program planning and execution used for database

    marketing. Marketing segments are dynamic lists of people defined by a set of database criteria

    and available to marketing programs. These criteria may be defined on measures and attributes

    based on complex mathematical scores, ratios, and formulas applied to customer demographics

    or behavior data sourced from the Siebel database or from external applications such as a data

    warehouse.

    Marketing

    Resource

    ManagementDocument

    This entity includes content and various entities such as project, offer media package, and lead

    source. It also illustrates the process of managing content inventory by region and location, and

    shows how fulfillment requests are completed through vendor bidding.

    Opportunity

    Management

    This entity shows opportunity (or lead), including relationships to contacts, employees

    (generally sales representatives), products, accounts, and so on.

    Order Life Cycle

    This entity tracks orders through their full life cycle by Siebel Business Applications. The cycle

    starts with an opportunity that tracks the consideration of purchase of one or more products.

    This opportunity leads to one or more quotes, composed of one or more quoted product items.

    A quote may then lead to one or more orders. An order is composed of one or more ordered

    product items.

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    Siebel Entity Description

    Orders

    Orders include sales orders, service orders, purchase orders, and return material authorizations

    (RMAs) among others. The fulfillment of an order results in one or more part movements

    according to the instructions of the order. Each part movement results in one or more

    inventory transactions.

    Partner

    Collaboration

    This entity allows the brand owner's partner companies to give other partners visibility to theirdata. With this functionality, partners can more easily collaborate with other partners, without

    any required intervention from the brand owner company.

    Partner Program

    Registration

    This entity provides a system for the process of configuration and deployment of registration of

    partner programs. Partner program registration consists of three smaller and more manageable

    processes: a user registration process, a company registration process, and a partner program

    registration process.

    Party Model

    A party is either a person or some grouping of people such as an organization, a household, a

    position, or a list of users. A person may be an employee or agent of the company using Siebel

    Business Applications. A person may also be considered a user if he or she has been granted

    user login credentials. An access group is a type of party that is made up of one or more groups.

    Addresses may be tracked for a person, a household, or an organization.

    Payments

    The payment entity supports payments made by customers to the company, as well as

    payments made by the company to customers, vendors, or others. A payment may be made to

    directly settle an order or to settle one or more Invoices.

    Performance

    Review

    Review templates of various types (such as annual review, periodic review, customer

    satisfaction, MBO, KSO, and service level) can be specified to contain one or more components

    (such as shared objectives, training plan, rollup, 360-degree evaluation, individual objectives,

    and skills). Components may be made up of standard review metrics. The performance review

    can then be created for a given employee and employee-specific objectives can be defined.

    Personal Account

    This entity shows personal accounts (such as financial accounts or insurance policies) that are

    accessible by contacts and associated with accounts, and how addresses are relevant for each

    of these.

    PersonalFinancial Review

    The financial review process itself is tracked as an activity and becomes the source of the rest of

    the personal financial information of the contact, including assets, liabilities, income, expenses,

    and financial needs (such as retirement savings). When the financial needs of the contact are

    not fully addressed by his or her current financial product holdings, assets, or liabilities, the

    salesperson makes one or more financial recommendations.

    Pricing

    This entity includes price lists, pricing matrices, and pricing models, and how they are related to

    simple and complex products or services to be priced. A price list is made up of price list items,

    each of which tracks the price for a given product or service. The list prices may be adjusted for

    certain extended attributes as defined in a specified pricing matrix.

    Pricing

    Comparison

    A competitor's customer is viewed as an opportunity, and by creating a quote using that

    competitor's price list, the size of the opportunity can be quantified. Comparison quotes are

    generated using products and services from the internal price list that are similar to the

    competitor's offerings, to calculate the savings the customer could achieve by switching from

    the competitor.

    Product

    Promotion

    This entity allows the user to fully define the promotion based on products, product templates,product attributes, and so on. Product promotion also allows the user to specify other

    information for the promotion including the terms, charges, and pricing rules.

    Product Quality

    Tracking

    Defects can be associated with service requests and may have associated activities defined to

    fix the defect. Associations may be defined with various product or product versions to record

    which are affected by the defect, which are planned to fix the defect, and which actually fix the

    defect.

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    Siebel Entity Description

    Product

    Recommendation

    This entity provides a system for managing product recommendations for up-sell or cross-sell.

    Product recommendation allows the user to clearly define the messages, the set of possible

    responses, and the recommendation itself.

    Products or

    Services

    This entity represents product components (product structure), substitute or competitive

    products (product comparison), the product's vendor, the product line or lines to which theproduct belongs, and so on.

    Professional

    Services

    This entity supports the planning and execution of professional services projects. Projects can

    be defined for an external or internal client, as the responsibility of one or more internal

    organizations, subcontracted to one or more partners, associated with a required skill set, and

    made accessible to one or more positions.

    Revenue

    This entity illustrates how revenue items are tracked and analyzed in Siebel Business

    Applications. Revenue items may be defined for any number of confirmed or likely business

    transactions such as opportunities, accounts, projects, marketing events or activities,

    agreements, invoices, and so on. Revenue is generally attributed to a product, service, product

    line, or some description of the product or service offering.

    Sales Hierarchy

    and CreditAssignment

    This entity allows organizations to build sales hierarchies on top of sales territories and to

    assign sales credits to territories and positions accordingly.

    Sales Portfolio

    Management

    This entity illustrates the process of creating and managing sales portfolios for employees in

    sales positions within the sales organization. It shows the process for creating a sale portfolio,

    setting target accounts for a given portfolio, and defining the business or service units for each

    associated account as well as their business drivers and initiatives.

    Service

    Agreement

    A service agreement is a contract that entitles one or more contacts at one or more

    organizations to service or support on one or more items through entitlements. Entitlement

    items define coverage of products or specified instances of a product.

    Service Calendars

    and Work Shifts

    Both these entities are made up of a set of working hours for each day of the week with a single

    exception calendar defining planned holidays and other exceptional working days.

    Service Request

    Service requests are handled as a series of activities, each owned by a specific employee.

    Relevant information includes the contact who reported the service request, the product withwhich assistance is requested along with the customer's environment or profile, and specifically

    which third-party products are in use and relevant to the service request.

    Shipment

    This entity illustrates the relationship between orders, quote, products, inventory locations,

    and shipment related to orders. Delivery requests and delivery promises (date of delivery,

    delivery quantity) can be associated with order items and quote items.

    Siebel AssistantPersonal or corporate sales planning items can be defined to serve as template assessments or

    template activity plans.

    Territory

    Management

    This entity illustrates that sales territories can be defined geographically, explicitly (using

    named accounts, contacts, or assets), or a combination of both. Flexible territory hierarchies

    can be defined to capture the relationship between territories. Multiple positions can be

    assigned to a given territory and multiple territories can be assigned to a given position.

    Accounts, contacts, and assets can be assigned to sales representatives within a sales force.

    Territory Quota

    Rollup

    This entity covers sales quotas setup and quota rollup in the territory management system. It

    illustrates assigning sales quotas to periods, contacts, accounts, regions, and ZIP codes. These

    assignments can be spread over different periods. As each territory consists of a set of contacts,

    accounts, regions, and ZIP codes assigned with quotas, the quotas can be rolled up to each

    territory or each territory for each period.

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    Textile, Apparel,and Footwear

    This entity supports the assortment planning process in the textile, apparel, and footwear

    industries. A retailer can define the products that are sold in each season, and then associate

    each product with one or more market segments to define recommended product assortments.

    Rather than complicating the assortment by specifying product entries for each combination of

    one or two attributes in which a style is manufactured (such as size or color), the attributes canbe specified through a seasonal or non-seasonal product option range (for example, a shirt size

    range of S, M, L, and XL). The retailer can then further specify recommended product option

    mixes that indicate the proportion of each product option attribute value to deliver when

    ordering a style (for example, a mix preference of 20% S, 30% M, 30% L, and 20% XL), or each

    retail customer can create its own mix preferences.

    Time SheetThis entity tracks employee time sheets. Employees can track time spent for client billing or for

    other purposes. Time can be entered for projects, activities, service requests, and so on.

    Trade

    Promotions

    This entity illustrates the planning and execution of a consumer goods promotion, including

    definition of promotion-products, promotion-accounts, and promotion-account-products. Also

    supported are promotion payments, promotion agreements, and observations of store

    conditions.

    TrainingCurriculum

    Course

    This entity illustrates the entities and relationships relevant to the training business function. A

    training curriculum is made up of one or more training courses, which are offered through one

    or more course offerings. Both courses and curriculums target one or more audience types and

    have literature associated with them.

    Training Test

    Engine

    This entity illustrates the entities and relationships relevant to the training test engine business

    function. Tests may be defined for one or more course offerings, or for one or more courses,

    including test questions and possible answers, and may be available in one or more languages.

    Each test question can be either determined in advance or pulled from a question pool at run

    time.

    Versioned Object

    Definition

    This entity provides a system for managing the versioned objects in the system including

    Products, Product Templates (Classes), Attributes, Context Variables, and so on. Versioned

    Object Definition replaces the Product Configurator infrastructure tables in all previous

    releases.

    Warranty

    Warranty coverage is provided by an organization (often the vendor of the product) and coversone or more products that are part of a covered product line. The products covered under the

    warranty coverage may be specified directly through product warranty coverage entries or

    indirectly through product line warranty coverage (which specifies coverage for the products

    that compose the product line).

    Additional References

    CRM at the speed of light: essential customer strategies for the 21st century, By Paul Greenberg

    Siebel Unleashed

    Oracle's Siebel Business Applications Bookshelf Documentation Library, Version 8.1

    Siebel Guide

    http://www.mhprofessional.com/product.php?isbn=0071590455http://www.mhprofessional.com/product.php?isbn=0071590455http://siebelunleashed.com/http://siebelunleashed.com/http://download.oracle.com/docs/cd/E14004_01/portalres/pages/doccat_all.htm#AppDevelopmenthttp://download.oracle.com/docs/cd/E14004_01/portalres/pages/doccat_all.htm#AppDevelopmenthttp://www.siebelguide.com/basics/index.htmlhttp://www.siebelguide.com/basics/index.htmlhttp://www.siebelguide.com/basics/index.htmlhttp://download.oracle.com/docs/cd/E14004_01/portalres/pages/doccat_all.htm#AppDevelopmenthttp://siebelunleashed.com/http://www.mhprofessional.com/product.php?isbn=0071590455