Essentials (Siebel 7.

7)

Module 2: Implementing
Siebel Applications

Module Objectives
After completing this module you will be able to:
Describe the advantages of using a standardized
implementation methodology
Describe Siebel business processes and how they
support Siebel application implementations
Identify the recommended approach for implementing
Siebel applications

Why you need to know:

For a successful Siebel application implementation, you
need to understand the implementation approach and
methodology

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Successful Siebel Product Implementations

Are achieved by project teams that:

Adhere to a standardized implementation methodology that uses a
multi-phased deployment approach
Minimize configuration by addressing user requirements with
Siebel application functionality and business processes

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Use a Standardized Implementation Methodology

To ensure the organizations business processes are supported
and requirements are met by the Siebel application
To ensure the implementation activities are based on industry
best practices

Identify metrics to establish return on investment (ROI)

Develop clear acceptance criteria
Identify project scope on key business drivers
Define project roles and responsibilities

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Implementation Methodology Characteristics

Your project methodology should:

Define each implementation stage, the deliverables for each
stage, and the time frames for the stages
Identify who is responsible for which components of the plan and
how the plan is to be implemented

For example, the Siebel eRoadmap methodology:

Is a phased project rollout method

Helps identify and address key strategic and tactical issues
Helps develop an outline for the progress of the project
Prescribes activity stages that are iterative in nature
Enables the implementation team to bring the system up in phases
so employees and customers can begin to use it quickly

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Advantages of a Multi-Phased Approach

Allows for manageable project size and scope
Helps achieve implementation benefits sooner
Applies knowledge and experience from earlier phases

Plan
Define
Define

Define
Define

Define
Define

Discover
Discover

Discover
Discover

Discover
Discover

Design
Design

Design
Design

Design
Design

Configure
Configure

Configure
Configure

Configure
Configure

Validate
Validate

Validate
Validate

Validate
Validate

Deploy
Deploy

Deploy
Deploy

Deploy
Deploy

Multiple
implementation
phases

Sustain
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Stages of the Multi-Phased Approach

Define

Define the goals for a single

implementation phase

The primary
responsibilities of
the technical team
members

Discover

Discover detailed business

requirements and solutions

Design

Design solutions tailored to the

business requirements

Configure

Perform application configuration to

meet business requirements

Validate

Validate the application for appropriate

implementation of business processes

Deploy

Deploy application, training, and help

desk for final production system

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Siebel Business Processes

Are modeled on industry-specific best practices

Provide a basis for the functionality embedded within the entire
suite of Siebel applications

Are defined for all Siebel applications

Depict the work flow typically followed by users or systems to
accommodate the standard application

For example, Manage Order business process

Helps create, validate, and manage the order across the entire
order lifecycle

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Siebel Business Process Solutions

Identify and explain the business processes supported by Siebel
applications
Can be used as an aid during the discovery, design, and
deployment phases of a Siebel implementation
Are accessed from the Siebel Business Process Solutions
Library (BPSL)

Can be obtained by contacting your District Manager, TAM, or

Engagement Manager

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Business Process Models

Provide step-by-step work details for individual roles

Steps correspond to applicable Siebel functional areas

Are useful during implementation because they:

Encapsulate best practices and leverage Siebel application
standard functionality
Demonstrate the flow of the user experience through the
application
Provide a basis for creating test scripts
Example BP: Create Order

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Siebel Product Implementations

Should be:
Based on supporting new and existing business processes with a
broad set of predefined functionality

Existing Siebel capabilities can satisfy a wide range of implementation

requirements

Focused on leveraging existing product capabilities and

minimizing custom configuration

Should not be:

Approached as a software development project
Initiated as an opportunity to gather and develop software features
based on user wish lists
Attempted until you are familiar with the standard functionality for
all entities being implemented

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Two Ways to Satisfy User Requirements

Modify the purchased application through configuration to:

Match current legacy systems and processes
Meet all pertinent user requests that drive day-to-day business
operations

Modify current business processes to:

Leverage application functionality
Align with best-practice business processes

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Impacts of the Implementation Approaches

Modifying the application

Should only be considered as a last resort
Should not exceed 20% of the purchased application functionality

Modifying the business processes

Extent & Complexity

HIGH

of Configuring a Siebel
Application

Requires minimal modifications to application

Increases productivity and reduces implementation time

Danger!

LOW
LOW

Time, Effort, Cost, and Risk

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HIGH
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Summary
This module showed you how to:
Describe the advantages of using a standardized
implementation methodology
Describe Siebel business processes and how they
support Siebel application implementations
Identify the recommended approach for implementing
Siebel applications

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Lab

In the lab you will:

Become familiar with the requirements described in the
implementation case study
Be able to reference these requirements for later labs that require
you to complete implementation and configuration tasks

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