xrm gives i.t. that much needed vacation
Post on 19-May-2015
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for IT to get a vacationIt’s Hard
the reality is that the backlog never gets completeIT Dreamin’
Backlog
cultures that won’t wait for IT to get caught upIntrapreneurial
Steve Jackman (Sales)Using an ACT! Database to track
his deals.
Lisa Longfield (Marketing)Building an Access DB to
track orders
Brian Goosmere (HR)Using a 12 year old FORTRAN
Database to recruit new employees
Steve Blankenhiemer (Enrollment)Using a fax machine and Excel
spreadsheet to enroll employees into benefits packages
Rob Johnson (Sales)Tracking contacts in
Outlook
islands of data that don’t talk to each other and operate as silos
Creating
with islands of dataThe Challenge
30 Different Customer Applications = 30 different groups of developers, with application-specific:
Data ModelArchitectureSecurityAccess ModelsProcessesHard-coded / Spaghetti Code (from multiple devs)User InterfacesBusiness IP
challenge lives onThe Organizational
Limited Budget & Resources
Option of building customer applications or buying packaged applications (both have big negatives in cost, time and scope)
Supporting hundreds of legacy applications
Trying to support all the change requests coming from the business
Lack of ability to be responsive to the business due to limitations to quickly change custom software
Protect not Enable
Difficult to deliver quick wins and rapid business success
IT GroupRapid Innovation is a Key MandateBusiness ProcessBusiness ProductivityImplement Global Innovation
Waiting for IT to Deliver Requested Applications
Business Builds Shadow Applications to Survive
Poor Productivity due to many different user interfaces and tools
Lack of Intelligence or Insight
Takes too long to make business policy and process changes due to application IT Limitations
Business Group
introducing xRMUntil Now
any relationship scenarioxRM Enables
Organizations Business Processes Relationships
Interactions & ActivitiesDepartments/
Groups“anything” (x) Relationship Management
Task, Maintenance & Recruiting Automation
People - Dealers, vendors, employees...)
Places - Properties, locations, real-estate...)
Things - Assets, animals, displays, franchise...)
a better way to accelerate application developmentBridging the Gap
DevelopmentTools
Build
DevelopmentFrameworks
ApplicationPlatform
Packaged Applications
Buy
Rapidly innovateand grow your business
Lower Total Cost of Ownership
(TCO)
toward application platformsThe Shift
Organizations are converging what were oncedisparate, standalone applications and systems
into an integrated, unified applicationplatform.
Approximately 75 percent of IT leadersacross 412 companies in North America,Europe, Asia Pacific, and Latin America
anticipate a shift toward applicationplatforms
Yes, but no plan is in place - 35%
Yes, it’s currently under way - 41%
No - 24%
Transitioning to Relationship-oriented ApplicationsCRM to xRM
CRM xRMC = Customer x = Any Relationship
Marketing, Sales &Customer Service Teams
Used by
To Manage
Automates
Tracks
Provides
“Any” team
Customer Relationships “Any” Relationship
Marketing, Sales &Service Business Process
“Any” Relevant BusinessProcess
Interactions, Activities, Tasks, and 360 History
Interactions, Activities, Tasks & 360 History of “x”
Customer-centric Analytics “x” -centric Analytics
defining success for xRMKey Drivers
60% of CEOs believe their organizations need to introduce fundamental/radical changes in the next 2 years
“Products and services can be copied. Our business processes and our business models are our differentiators.”
Business process innovation as key competitive advantage
Business productivity innovation is needed now more than ever
Flexibility to rapidly implement global innovation is a key enabler
using xRM as a platformDevelopment Cycles
TraditionalDevelopment
ApplicationFoundation
Business ProcessCoding40%
60%
Go Live
xRMDevelopment
Business ProcessConfiguration & Customization
ApplicationFoundation
25%
10%
Go Live
CompetitiveAdvantage
vs.
buy and build are both unbalancedToo Many Trade-Offs
Faster
Slower
Lower
Higher
Build(Custom Applications)
Buy(Packaged
Applications)
Tim
e to
Del
iver Business Fit
Scope of Available Applications
Faster Delivery TimeLower Change to BusinessNarrow Scope of Available Applications (Buy Multiple)
Broadest Scope of PossibilitiesSlower delivery TimesHigher Potential Business FitResource/Time IntensiveDifficult to Deliver and complete
get speed, fit and business agility at a lower costThe Best of Buy & Build
Delivery Speed
BusinessFit
Time to Value
BusinessAgility
xRMBuyBuild
IT & Business SuccessxRM Enables
xRM Platform
Drive Develop Deliver Demonstrateefficient & effective IT
flexible business applications
rapid innovation & agility
business success
Differentiated IT
Enable & Empower
Define & Prioritize
Business GroupIT Group
differentiatorsxRM
Accelerates Power of Choice Flexibility Usability Ecosystem Leverage
development & consolidation of LOB applications
through public cloud and private cloud options
to fit people, business, environment and budget
through familiar Microsoft Office/Outlook interfaces
of partners and partner solutions deliver relevant value
your existing/future Microsoft technology investments
IT now has a platform to fight the backlogBring It
Rapid Innovation is a Key MandateBusiness ProcessBusiness ProductivityImplement Global Innovation
Waiting for IT to Deliver Requested Applications
Business Builds Shadow Applications to Survive
Poor Productivity due to many different user interfaces and tools
Lack of Intelligence or Insight
Takes too long to make business policy and process changes due to application IT Limitations
Microsoft technologiesThe Familiar Core
xRM works like and with familiar Microsoft technologies
Intuitive user tools increase user adoption & productivity
xRM FoundationalTechnologies
Standard tools optimizes IT resources & infrastructure
architecture overviewxRM
User Experience Services
Integration Services
Service-Oriented Architecture
Extensibility Services
Business Logic Services
Metadata Services
Database Services
Analytics Services
Microsoft Office/Outlook
Online/Offline
Mobile/Portal/Custom
Custom User Features
Enterprise Mashups/Composite Applications
Embedded User Interfaces/Frames
Business Logic/Process Orchestration
Data & Metadata APIs
Prebuilt Connectors
Visual Studio .NET Assemblies
Client-side Jscript ASP.NET Custom Forms
Customer Workflow Actions
Event Framework/Dynamic Code Plug-ins
Server SDKOffline SDK
Multi-tenancyMulti-lingual
Multi-currency
Enterprise-class scalability & performance
Platform Management Tools
DeveloperTools
Granular role-based security
Business Process Modeling
Windows Workflow
Foundation
Application Definition
Portable Application
Model
Release & Upgrade
Management
Declarative Data Modeling
Referential Integrity/
Relationship
Dynamic Ripple Effect
DashboardsKPIs
Reporting/OLAP
Data Mining/ Predictive
build your applications with nothing but a mousePoint & Click
Powerful and intuitive point & click allows organizations to rapidly build entire applications
For technical and non-technical usersEnables lightning fast deploymentsand agile iterative design andfeedback
Completely define each uniqueapplication through point & click
Less developers focused on buildinginfrastructure
simple declarative modelingData Modeling Services
Schema modeling and metadatadefinition accelerates creation
Every application is defined in metadata vs. incode
Export application definition and import intoother servers
Metadata architecture simplifies upgrades
Publish changes on the fly
Applications built on XRM will inherit newcapabilities as platform evolves
consistent user experiences across multiple LOB applicationsUser Experience
Decrease training time andincrease user adoption with aconsistent user experience
Use the user experience that fits your users thebest
Consistent navigation and tools across allapplications
Productivity tools are optimized for users
Consistent user experience, even in offlinemode (data, reports, workflow, custom)
granular security model for role-based access and controlsSecurity Services
Simplify user administration withrole-based access controls anddata security logic
Rapidly add multiple users directly from ActiveDirectory
Create role profiles and assign appropriatesecurity access
Export and use security roles across allenvironments (Dev, Test, Staging, Production)
Control operations on all relevant customentities
ensure data and insight consistency across all LOB applicationsAnalytical Services
Empower every day users with easyreporting, visual insight andactionable analytics
Combine analytics with workflow for actionableintelligence
Minimize costs by leveraging existing Microsofttechnology investments
Deliver business insight through familiarproductivity tools
Bring analytics to the masses
automate and orchestrate line-of-business processesProcess Automation
Reduce costs and increase userproductivity through optimizedprocesses and procedures
Configure process models the way it fits yourbusiness
Capture and operationalize process bestpractices
Measure and improve business processes
Wizard makes it easy for end-users to create personal workflow
empowers IT to support many different business requirementsExtensibility
Rapidly and deeply createextensions to fit the unique needsof every application
Extension points throughout architecture
Leverages common development tools andresources
Enables reusability
Simplifies adding features through registrationtool and ensures upgradeability
user experiencesExtensible
xRM Works How the User Works
rapidly innovate with a wide range of integration capabilitiesIntegration
EnterpriseMashups
BusinessLogic
DataIntegration
ProcessIntegration
User Experience Related
Leveraged Logic from other apps
Data needs to be synched
Process flows across applications
Composite ApplicationsIntegrated UILow Costs & MaintenanceEmbedded
Dynamically Generated Web-ServicesCall outs with ParametersGet Results Back
“Traditional” ApproachFully Operational APIs (CRUD)Data APIMetadata API
Full Blown IntegrationPre-built Connections with Integration Platforms (BizTalk)
support broad set of global business application needsArchitecture
Multi-tenant ArchitectureSupports multiple isolated applications(database instances) in a single platformAdministration across apps
Multi-language40+ available languagesRight to left and Unicode
Multi-currencyBase currency for roll-upTransactional currencies
Work Departments
Work Teams
Organization Wide
Corporate Divisions
enterprise-class capabilities for scale and performance Enterprise
Leverage Microsoft technologies tomeet XRM scale, availability andperformance requirements
Leverage Windows and SQL Server platformoptimizations
Scale up and out across application and datatiers
24,000 Concurrent UsersSub-second response times1 million web requests / hour1 billion rows in database
ActualBenchmark
streamline LOB application administration with xRMPlatform Management
Reduce administrative costs withtools that streamline and simplifyoperations
Integrates with Microsoft tools andheterogeneous environments
Full application portability streamlines ‘devtest-staging-production’ release
Backwards compatibility
Keep all XRM applications up and running fromone place
Data management
combined strengths cover broad business needsSharepoint & xRM
xRM
Unstructured & Semi-structured Data
Social Engagement & Collaboration
Information Evolutions of Storage
Information Rules
EnterpriseSearch
Across Teams & Domains
Structured Relational Data
Interactions, Activities & Tasks
Info Generation & Analytics
Formalized Processes
Data Query & Filter
Within Teams & Domains
platform flexibility ensures each application build fits
xRM Apps Fit
Fits Your People
Fits Your Business
Fits Your Environment
is one-to-many & many-to-onexRM Promise
One Application for Many CustomersAccelerate Go-to-Market SolutionsReusable IP with Power of Choice deliveryLeverage future platform investmentsDozens of applications
Many Applications for One CustomerSupports Many InitiativesAccelerate Business SuccessDeeper Customer RelationshipsExpand Across Business Units
xRM
xRM
xRM
xRM
xRM
xRM
many applicationsOne Platform
Vendor Management - Certification process, purchasing process, compliance process…Employee Management - New employee process, benefits enrollment process…Relationship Management - Manage customer relationships and processMarketing Management - Marketing process, lead generation, demand creation, metrics...Prospect Management - Resume submission process, screening and scheduling processes…IT Project Management - RFP process, new project kick-off process, status update process…Benefit Enrollment Management - Lifecycle process, group enrollment...Grant Management - RFG process, proposal evaluation process, grant tracking process…Agency/Broker Management - Lead management, enrollment processing, business intelligence...Pharmaceutical Program Enrollment Management - Enrollee signup and tracking, benefits coordination...Formulary Program Management - Integration of field reporting with formulary updating, profitability analysis...Value Health/Wellness Promotion Management - Portal management, customization of services to individual level...
for a well deserved vacation It’s Time
xRM = x Relationship Management / any Relationship Management A Video
press play
TopLine StrategiesTopLine Strategies delivers the complete integration and development of innovative sales and marketing technologies that enable corporations and institutions to improve revenue streams and strengthen customer interactions.
We apply the deep experience of our team and disciplined project management practices to ensure timely and successful delivery of technologies that drive topline results.
Core Practices:• Relationship Management• Marketing Technologies• Business Intelligence• Health Insurance Customer Enrollment • Web Application Development• Mobile Application Development
Comprehensive Lifecycle Approach:• Consulting• Software Selection• Application Design & Engineering • Data Warehousing • Systems Integration• Technology Staffing
You can learn more at www.toplinestrategies.com
Key Partnerships:
for a well deserved vacation Next Steps
1 2
Visit www.toplinestrategies.com Call (480) 503.8584
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