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Excel Integration Discussion 5-14-08

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

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Excel Integration Discussion 5-14-08

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  1. Excel Integration Discussion 5-14-08

  2. Agenda • Review Territory Management requirements • Review Sales Forecasting requirements • Discussion on Excel integration options available

  3. 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)

  4. Fusion to Excel options “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.

  5. EndDetails and info slides follow…

  6. Requirements - user ST: Server Tech – ADFdi provides a solution, partially provides a solution, or ‘Not in ST’ means it doesn’t have the function at present

  7. What is the user impact if Excel Integration is moved out of Fusion V1 ?

  8. Fusion to Excel options “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.

  9. Appendix A: requirement details CRM Excel Integration Team • Saved search framework at metadata level across workbooks • Advanced search framework (download filtering and save at metadata level) • Workbook administration (relationship to the CRM Application, and OCM)

  10. Query – saved and advanced searchApril design 1. 2.

  11. 3. Template administration April design

  12. Staffed Outsourced Resource Gap Appendix B: detailed timelinesMilestones – 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, not all tasks represented Schema 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 Opportunity Management Excel Integration Excel Integration Manage Reference Audit Trail Estimate pending plan from Pradeep Kotha Assessment Component Oppty Tagging/Categorization Embedded Analytics, Reports ** Marketing Excel Integration Plan,Initiatives and Goals UI Campaign gantts,AMX, Activity Integration UI True up and integration testing Upgrade Marketing Excel Integration Hierarchies,Excel TDD Budget Tree Trees Service, Region Admin UI, Plan Tree, Region Trees Excel UI True up and integration testing And upgrade

  13. Essbase tool shot Example parent:child

  14. Essbase Excel form Example data entry Forecast=50 in Jan

  15. Essbase Excel form Example sheet with value updated…

  16. Simple Export in Fusion

  17. Export with options in Fusion

  18. ADF Export to Excel

  19. ADFdi CRM Excel Integration access from UI

  20. Excel Integration summary detailsRecommendation 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

  21. Excel Integration summary details: roadmap 2007 2008 Q4 Q1 Q2 Q3 Q4 OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG NOV SEP OCT M2 M3 M4 M5 Prior work: ST/ATG Drop6 ST/ATG Drop5 Excel Int. FDD Excel TDD Planned T.M. Excel Testing Technical Design Testing TWDD Quality Assurance Code delivery Product Mgmt Dev / Engineering Test / QA

  22. 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

  23. Excel Integration- high level requirements ¥ 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]

  24. 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

  25. Sales Forecasting Staffed Outsourced Resource Gap 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) BI Excel

  26. Opportunity Management Staffed Outsourced Resource Gap 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 Integrate with Revenue Lead and Source Integration 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 Excel Integration Manage Reference Audit Trail Estimate pending plan from Pradeep Kotha Assessment Component Oppty Tagging/Categorization Embedded Analytics, Reports

  27. Marketing Planning Staffed Outsourced Resource Gap 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 Integration UI True up and integration testing Upgrade Hierarchies,Excel TDD Budget Tree Trees Service, Region Admin UI, Plan Tree, Region Trees Excel UI True up and integration testing And upgrade

  28. Microsoft CRM Dynamic Screenshot

  29. Siebel 8.0 Excel integration

  30. Additional integration concepts SharePoint 2007

  31. 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%20FDD.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 Additional Data sources:

  32. End…

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