Open document by hkx3mP08

VIEWS: 0 PAGES: 36

									   <Insert Picture Here>




Excel Integration Discussion 5-14-08
 Agenda

• Review Territory Management requirements
• Review Sales Forecasting requirements
• Discussion on Excel integration options available
Territory Management: Excel Integration

• P0: Basic Export
  • Ability to export territory definitions directly from the tree table into
    Excel
  • Export data should include all the data available in the table: territory
    definition dimension values, owner, metrics, as well as the hierarchy
• P1: Basic Excel Import
  • Ability for users to maintain territory definitions in Excel and import
    into CRM
  • Territory definition data are only validated during import (no real-time
    validation during Excel entry)
  • No support for displaying real-time metrics
• P2: Enhanced Excel Export/Import
  • Duplicate web application functionality into Excel
  • Fully validated territory definitions in real-time within Excel
  • Real-time metrics as territories are defined (would require direct
    interface between Excel and Essbase)
          Fusion to Excel options
                                 Fusion           Fusion          ODI – Oracle      ADFdi w/ CRM          EssBase
                                 Simple          Export w/         Data Int.         Enhancements
                                 Export           Options
   Form and pre-requisites     Export to xls   Export to other         E-LT          ADFdi enabled       Cubes-based
                               (xlsx) format   formats [OLTP]         [OLAP]           workbook            [OLAP]
                                  [OLTP]                                             [OLTP + JDEV]

   Support export to Excel                                                                                
   form (xls / xlsx)

   Supports format other                                                                                    
   than Excel (e.g., XML,
   CSV)
   Support upload,                                                   *db load          * [ADFdi       [OLAP Load
   (bi-directional synch)                                                                enabled         / refresh]
                                                                                       framework]

   TCO (Level of effort &        Very Low           Low            High [sep. db]     High [Jdev,            High
   admin.)                                                                           ADFdi enabled ]
   Target User                  Sales Rep        Sales Rep /        Operations         Sales Rep          Sales Mgr
                                                 Sales Mgr         Admin. / Mgr        Sales Mgr         Sales Exec.
                                                                   data steward      Ops Admin/Mgr      Ops Admin/Mgr
   CRUD support in Excel            Y                 Y                  Y                  Y                 Y


   Business Logic              Excel based       Excel based        OLAP based        OLTP, Object       OLAP based
   Validation                                                                         VO/EO based


“Custom” – There is a potential for a customer to build out an Excel (VSTO) ODBC, .net, or coded solution. This would
            entail constructing a custom workbook directly mapped to a database table and/or objects.
End

Details and info slides follow…
         Requirements - user

                                                                                     Not in       CRM E.I.
  End user (category)                                          Priority     ST        ST           providing
  Ability for end user to filter data downloaded to
    workbook                                                   P0            x
  Common search framework metadata structure
    across workbooks, and entities                                P1                   X               X
  End user query mechanism                                     P0            x
  End user search capabilities                                 P0            X
  Query parameters, and save framework metadata                   P1
    structure across workbooks and entities                                            X               X




ST: Server Tech – ADFdi provides a solution, partially provides a solution, or ‘Not in ST’ means it doesn’t have the
 function at present
        What is the user impact if Excel Integration
               is moved out of Fusion V1 ?
                                                     In CRM
End user (category)                  Priority   ST     E.I.          Impact if not available in V1
Filter data downloaded to workbook     P1       x             Available at each download.
                                                              Not in a reusable / share-able form
End user query mechanism               P1       x             Available at each download. Not reusable
Common search framework                P2              x      Requires download criteria to be re-
 metadata                                                      entered each time. Parameters not
                                                               save-able or shared across objects or
                                                               workbooks. [The customer could build
                                                               out this functionality.]
Workbook administration within         P3              x      Customer points application to a specific
 application                                                    workbook through the application
                                                                configuration.
                                                              There is no out of the box framework for
                                                                administration, globalization relationship,
                                                                or content management hook. These
                                                                elements could be configured (built) by
                                                                the customer.
            Fusion to Excel options
                                          Fusion             Fusion               ODI – Oracle Data Int.     ADFdi w/ CRM            EssBase
                                       Simple Export     Export w/ Options                                   Enhancements




   Form and pre-requisites              Export to xls   Export to other formats           E-LT               ADFdi enabled      Cubes-based [OLAP]
                                        (xlsx) format           [OLTP]                   [OLAP]                workbook
                                           [OLTP]                                                            [OLTP + JDEV]


   Support export to Excel form (xls                                                                                                
   / xlsx)

   Supports format other than Excel                                                                                                   
   (e.g., XML, CSV)


   Support upload,                                                                      *db load           * [ADFdi enabled     [OLAP Load /
   (bi-directional synch)                                                                                       framework]          refresh]


   TCO    (Level of effort & admin.)     Very Low                Low                  High [sep. db]        High [Jdev, ADFdi          High
                                                                                                                enabled ]


   Target User                           Sales Rep           Sales Rep /           Operations Admin. /         Sales Rep            Sales Mgr
                                                              Sales Mgr                   Mgr                  Sales Mgr           Sales Exec.
                                                                                     data steward            Ops Admin/Mgr        Ops Admin/Mgr

   CRUD support in Excel                     Y                    Y                         Y                      Y                    Y



   Business Logic Validation            Excel based          Excel based              OLAP based           OLTP, Object VO/EO      OLAP based
                                                                                                                 based




“Custom” – There is a potential for a customer to build out an Excel (VSTO) ODBC, .net, or coded solution. This would
            entail constructing a custom workbook directly mapped to a database table and/or objects.
 Appendix A: requirement details



CRM Excel Integration Team
 1. Saved search framework at metadata level across workbooks
 2. Advanced search framework (download filtering and save at
    metadata level)
 3. Workbook administration (relationship to the CRM Application,
    and OCM)
     Query – saved and advanced search
                April design

1.




      2.
3. Template administration April design
                Appendix B: detailed timelines
                    Milestones – CRM future consumers
                           2007                                                                                  2008
                            Q4                              Q1                                  Q2                                   Q3                                 Q4
                   OCT     NOV     DEC        JAN          FEB       MAR           APR         MAY           JUN        JUL         AUG             SEP         OCT    NOV     DEC
                      M2                            M3                                         M4                                   M5


                                                                                  Excel TDD
                                                                                                                                                                                         **
                                                                                                                                                                       ** Focus on Excel Related tasks,
                                                                    Schema                                                                                                   not all tasks represented
                                                                                   Creation & Review (Backend)             Creation & Review (UI)
                 Sales Forecasting Excel
                        Integration                                                  Administration (Backend)                 Administration (UI)

                                                                                     Adjust & Rollup (Backend)               Adjust & Rollup (UI)

                                                                                                                      BI

                                                                                                                                 Excel


Opportunity Management                                                                                                                                                                   **
    Excel Integration                              Manage Reference                                                           Excel Integration                       Opportunity Management
                                                                                                                                  Audit Trail
                                                                                                                                                                          Excel Integration
                    Estimate pending plan        Assessment Component
                      from Pradeep Kotha
                                                                                                                        Oppty Tagging/Categorization

                                                                                                                        Embedded Analytics, Reports


Marketing Excel Integration                                                  Plan,Initiatives and Goals UI
                                                                                                                                                                                           **
                                                                    Campaign gantts,AMX, Activity     UI True up and integration testing        Upgrade
                                                                            Integration
     Staffed                       Hierarchies,Excel TDD                                                                                                         Marketing Excel Integration
   Outsourced                                         Budget Tree     Trees Service, Region              Excel
                                                                                                                           UI True up and integration testing
                                                                      Admin UI, Plan Tree,                                           And upgrade
  Resource Gap                                                            Region Trees
                                                                                                          x=provided within the solution,
                                 P1=must have, P2=should have, P3=nice to have                            p=partially provided**




                                                                                                                      EBS - Excel




                                                                                                                                                                    OnDemand
                                                                                                                                                       8.x/PS/JDE
                                                                                                          CRM Sales
                                                                                                          providing




                                                                                                                                    ESSBase

                                                                                                                                              WebADI




                                                                                                                                                                     (Oracle)
                                                                                                                                                          Siebel
                                                                                                                         INT
                                                                                                             E.I.
                                                   Requirements                        P       ST
                      Download to Excel                                                P1       x                            x         x        x         x              x
                      Download - ability to specify records for download               P1       x                            x         x        x         x              x
                      Download - ability to specify columns to download                P2   x (partial)                      x         x        x         x
                      Business user (end user) workbook authoring                      P2   x (partial)                      p         p        p         p
                      Ability for end user to filter data downloaded to workbook       P1       x                            x         x        x         x              x
                      End user query mechanism (within workbook)                       P1       x
                      End user search capabilities (within workbook)                   P1       x
                      End user save and save search capability                         P2                    x
End user (category)




                      Create, update, copy and delete records                          P1       x                            x         x        x         x
                      Worksheet embedded search                                        P1       x
                      Flag changed records for upload to application (track changes)   P1       x                            x         x        x         x
                      Pre-upload validation                                            P1       x
                      Upload to Excel                                                  P1       x                            x         x        x         x
                      Progress Bar for download and upload                             P1       x
                      Cancel on download (cancel on upload secondary req.)
                      Download and upload time stamp                                   P1       x                            x         x        x         x              x
                      Usage of Excel features and functions
                      (not constrained by integration tool)                            P1       x                            x         x        x         x              x
                      Common search framework metadata structure across workbooks      P2                    x
                      Cancel on upload                                                 P3
                                                        P1=must have, P2=should have, P3=nice to have




                                                                                                                                 CRM Sales E.I.


                                                                                                                                                  EBS - Excel




                                                                                                                                                                                                  OnDemand
                                                                                                                                                                  ESSBase

                                                                                                                                                                            WebADI

                                                                                                                                                                                     8.x/PS/JDE
                                                                                                                                                    Integration




                                                                                                                                                                                     Siebel
                                                                                                                                    providing




                                                                                                                                                                                                    (Oracle)
                                                                             Requirements                     P       ST
                                                 ADFdi workbook authoring by application administrator        P1       x
                                                 User authentication (data security by role/responsibility)   P1       x                               x             x        x          x             x
                                                 Single sign-on capability                                    P1       x                               x             x        x          x             x
                                                 Error messaging and supportability                           P1   x (partial)                         x             x        x          x             x
                                                 Transaction management and visibility                        P2   x (partial)
Administration and infrastructure requirements




                                                 Excel 2007 support                                           P2       x
                                                 Administration - upgrade packaging and patch support         P1       x                               x             x        x          x             x
                                                 Dependant and drop-down LOV's                                P1       x
                                                 Installation and deployment pre-requisite software           P1       x                               x             x        x          x             x
                                                 Globalization of workbooks (multiple versions & languages)   P1       x
                                                 UI Widget Authoring                                          P1       x
                                                 Server business logic inheritance on client                  P1   x (partial)
                                                 Column visibility based on user roles                        P2       x
                                                 Read only fields                                             P2   x (partial)
                                                 Required field enforcement                                   P2   x (partial)
                                                 Default value                                                P2       x
                                                 Flexfield value                                              P2
                                                 Support workbook 'form' lay-out                              P2       x
                                                 Support workbook 'list' lay-out                              P2       x
                                                 Navigation across worksheets                                 P2
                                                 Navigation across records within a workbook                  P2
                                                                                                                                                                                               Siebel 8.x/PS/JDE
                                                                                                                                           CRM Sales E.I.




                                                                                                                                                            EBS - Excel




                                                                                                                                                                                                                   OnDemand
                                                                                                                                                                            ESSBase


                                                                                                                                                                                      WebADI
                                                                                                                                                              Integration
                                                                                                                                              providing




                                                                                                                                                                                                                     (Oracle)
                                                                                                                               ST
                                                                             Requirements                                 P
                                                 Hierarchical support between data in spreadsheet (inherited based on               x
                                                     application hierarchical rel.)                                       P2   (partial)

                                                 Query parameters, and save framework metadata structure across
                                                    workbooks and entities                                                P2                          x
Administration and infrastructure requirements




                                                 Access and associate workbook from within the CRM app. Includes hook
                                                    to Content Management system                                          P2                          x
                                                 Hierarchical presentation - CRM Sales E.I. team constructed a cross
                                                     workbook reference macro that can be leveraged by consuming
                                                     teams                                                                P2                          x
                                                 Export / download across multiple worksheets within a workbook           P2
                                                 Multiple worksheet download from based on single workbook definition     P2
                                                 Common search framework metadata structure across workbooks, and
                                                    entities                                                              P2                          x
                                                 Dynamic workbook generation, (e.g.. applet converts to form in excel)    P3
                                                 Workbook hook in CRM application to DMS
                                                    (e.g.. Stellant)                                                      P3                          x                                                 x
                                                 Dynamic re-mapping of application source (server)
                                                    (ability to alter locally at run time)                                P3                                                                                         NA
                                                 Disconnected mode support                                                        x
                                                                                                                         P1    (partial)                                                                               x
                                                 Mobile client support                                                    P2                                                                                           x
Essbase tool shot
    Example
   parent:child
Essbase Excel form
Example data entry
Forecast=50 in Jan
Essbase Excel form
Example sheet with
  value updated…
Simple Export in Fusion
Export with options in Fusion
ADF Export to Excel
ADFdi CRM Excel Integration access from UI
            Excel Integration summary details
        Recommendation to defer to Fusion V 1.1
What has been completed to date for CRM Excel integration?
  •   Excel Integration (E.I.) design completed
  •   E.I. code completed, end of March (2008) (CRM E.I.)
  •   Current TM workbooks constructed on Excel 2007, drop 5 (ADFdi)
  •   Review and discussion with larger Sales CRM teams.
  •   TWDD defined and submitted

Who is impacted if Fusion CRM E.I. is deferred?
  • Currently no consuming teams planning to leverage E.I. for V1


What remains to be done to deliver CRM E.I. with Fusion
 V1?
  • Build workbooks on Excel 2007, drop 5 prime (ADFdi)
  • Complete full testing of workbooks and scenario’s
  • Support solutions on any bugs found, or fixes required specific to EI
                    Excel Integration summary details:
                                 roadmap
                               2007                                            2008
                                Q4                      Q1                 Q2                    Q3                Q4
                        OCT    NOV    DEC   JAN        FEB   MAR    APR   MAY     JUN     JUL   AUG    SEP
                                                                                                      NOV    OCT
                          M2                      M3                      M4                    M5
Prior work:
                                             ST/ATG Drop5                                  ST/ATG Drop6
Excel Int. FDD

 Excel TDD
                                                                                      Planned
                                                                                        T.M.
                                                                                       Excel
                                                                                      Testing
                     Technical Design                               Testing
                                                                     TWDD
                                            Code delivery
                                                                    Quality
                                                                   Assurance
Product Mgmt
Dev / Engineering
  Test / QA
 Consumers – Internal CRM Customers
CRM Fusion Customers
Customers who moved Excel Integration outside of V1 scope:
        •   Territory Management
        •   Sales Forecasting
        •   Opportunity Management
        •   Marketing: Campaigns, Budgeting


Other Fusion Customers
Applications outside of CRM, looking to integrate with Excel
 through ADFdi and Fusion Framework after Fusion V1
        • Order Management: Discount, Quotes, Price Administration
        • Supply Chain Management
        • CDM's EBS File Import solution in Fusion
            Excel Integration- high level requirements
                                             Description                                                          E.I. tools
Download                Download of data to excel workbook.                            All. Typically accomplished not by XLS, but by CSV, or
                                                                                       an ‘each’ time - field mapping tool.
Download: filter        The ability to re-query data, or refresh data from             Oracle = ADFdi
and query               within the Excel workbook .                                    CRM E.I. Provides a common metadata, search and
                                                                                       saved search framework.
                                                                                       Oracle App’s: JDE, Siebel, PS use a web service.
                                                                                       Other= MS CRM Dynamic
Upload                  Bi-directional synchronization: once the data is               Oracle = ADFdi
                        downloaded it can be edited and submitted back                 Other= MS CRM Dynamic,
                        to the application.                                            Others using configuration ¥
Workbook                Workbook can be modified by end users, and still               Oracle = ADFdi partial solution [Dynamic DEG].±
changes /edits          retain bi-directional synchronization.                         Other= MS CRM Dynamic
Workbook                A modified workbook can be distributed by email,               Oracle = ADFdi.
sharing                 server, file system, or Content Management                     CRM E.I. Provides application administration, and
                        system.                                                        relates ‘applet / screen’ to workbook.
                                                                                       Other = shared workbooks.*
Data sharing            Data in the workbook is limited by the users role              Oracle = ADFdi
                        and/or responsibility.                                         Other = MS CRM Dynamic
 ¥ Other applications can use a defined ODBC or the MS Office Add-in to directly map to database tables for data uploads back to the db or application.
   These solutions require additional configuration, coding directly within the Excel workbooks, and the coding is then embedded in the workbook itself.
 ± Oracle CRM E.I. requires a defined ADFdi enabled workbook – an IT function originally. End Users can modify any Excel elements and store as part of
   the workbook within the defined ADFdi enabled workbook once it is constructed and provided.
 *Shared workbooks: for most competitive E.I. tools a shared workbook could be customized to query the data like an ODBC, or table connection and
   does not take into consideration the workbook owner or user. ADFdi, requires security and/or log-in to download originally, and for data refresh. [SSO
   enabled]
                   END.

            Detail slides follow

Simple and ‘with options’ export screen shots
ADF export to Excel
ADFdi export to Excel

Appendix A. Requirement specifics
Appendix B. Timelines
    Sales Forecasting
                      2007                                                                               2008

                       Q4                            Q1                                 Q2                                Q3                        Q4
               OCT     NOV   DEC         JAN        FEB       MAR           APR        MAY         JUN         JUL       AUG            SEP   OCT   NOV   DEC
                 M2                            M3                                      M4                                M5

                             UI Requirements

                             BI Requirements

                                     Excel Requirements

                                    Data Model

                             Forecast Administration TDD

                               Forecast Creation and Review TDD

                                      Forecast Adjust and Rollup TDD

                                                                  BI TDD

                                                                           Excel TDD

                                                           Schema

                                                                           Creation & Review (Backend)          Creation & Review (UI)

                                                                             Administration (Backend)             Administration (UI)

                                                                             Adjust & Rollup (Backend)           Adjust & Rollup (UI)
   Staffed
                                                                                                          BI
 Outsourced
                                                                                                                     Excel
Resource Gap
        Opportunity Management
                       2007                                                                                        2008

                         Q4                                   Q1                               Q2                                     Q3                        Q4
               OCT      NOV         DEC           JAN        FEB          MAR     APR         MAY            JUN         JUL         AUG            SEP   OCT   NOV   DEC
                  M2                                    M3                                   M4                                     M5

                     FDD (include UI and BI)                                       Sales Method and Stage

                                                                                     Sales and Org Team
                                          Data Model
                                                                                        Manage Activities
                                               Create/Modify/Delete Opportunity
                                                                                  Territory Management Intg

                                                                                   Assignment Manager Intg
                                                 Manage Opportunity Expected,
                                                  Actual Revenue, Probability     Lead and Source Integration
                                                    Integrate with Revenue
                                                                                             Search

                                                                                                Assessment and Strategy
                                               Manage Customers and Contacts
                                                                                                       Interactions
                                                      Opportunity Notes                                     Security
                                                                                                                           Notification, Worklist
                                                 Manage Contact Preference
                                                                                                                        Leverage Past Deal Insight
                                                     Manage Competitor
                                                                                                                       Calendar/Schedule Activities

                                                     Manage Reference                                                        Excel Integration

   Staffed     Estimate pending plan                                                                                            Audit Trail
                                                   Assessment Component
                 from Pradeep Kotha
 Outsourced                                                                                                            Oppty Tagging/Categorization

Resource Gap                                                                                                           Embedded Analytics, Reports
    Marketing Planning
                            2007                                                                                          2008

                              Q4                                 Q1                                    Q2                                    Q3                        Q4
                  OCT        NOV          DEC       JAN          FEB       MAR         APR          MAY             JUN       JUL        AUG         SEP         OCT   NOV   DEC
                       M2                                   M3                                     M4                                    M5

                                          UI Requirements

                                          BI Requirements

                               MRM FDD

               Marketing Plan and Gantt TDD

                             Data Model

                                       Plans Backend

                                                     Plan Calendar

                                                                              Plan,Initiatives and Goals UI

                                                                       Campaign gantts,AMX, Activity    UI True up and integration testing        Upgrade
                                                                               Integration
                                     Hierarchies,Excel TDD

                                                        Budget Tree     Trees Service, Region               Excel
                                                                                                                            UI True up and integration testing
                                                                        Admin UI, Plan Tree,                                          And upgrade
                                                                            Region Trees


   Staffed

 Outsourced

Resource Gap
Microsoft CRM Dynamic Screenshot
Siebel 8.0 Excel integration
Additional integration concepts




SharePoint 2007
    Additional Data sources:
• Territory Management Project Plan and (Roadmap ?)
•   http://files.oraclecorp.com/content/AllPublic/SharedFolders/Fusion%20Deliverables-
    Public/CRM/Sales/Oracle%20Territory%20Management/Functional%20Design/Territory%20Admin%20%20Maint%20through%20Excel%20
    FDD.doc
•   TM Demo => http://files.oraclecorp.com/content/MySharedFolders/Fusion%20MOT/FDI%20PoC/Prototype%20-%20Demo%202/FDITerrApp_24Sep_Demo.zip



• Revenue Management
•   http://files.oraclecorp.com/content/AllPublic/SharedFolders/Fusion%20Deliverables-
    Public/CRM/Sales/Oracle%20Opportunity%20Management/Functional%20Design/CRM_MOO_Revenue_Mangement_FDD.doc

• Opportunity Management
•   http://files.oraclecorp.com/content/AllPublic/SharedFolders/Fusion%20Deliverables-
    Public/CRM/Sales/Oracle%20Opportunity%20Management/Functional%20Design/CRM_MOO_Manage%20Opportunity%20%26%20Sales
    %20Activity_FDD.doc




• Sandhya Bhat’s teams test planning TWDD
End…

								
To top