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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 optionsFusion

Simple Export

Fusion

Export w/ Options

ODI – Oracle Data Int.

ADFdi w/ CRM Enhancements

EssBase

Form and pre-requisites Export to xls (xlsx) format

[OLTP]

Export to other formats [OLTP]

E-LT

[OLAP]

ADFdi enabled workbook

[OLTP + JDEV]

Cubes-based [OLAP]

Support export to Excel form (xls / xlsx)

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

Support upload,

(bi-directional synch)

*db load * [ADFdi enabled

framework]

[OLAP Load / refresh]

TCO (Level of effort & admin.)

Very Low Low High [sep. db] High [Jdev, ADFdi enabled ]

High

Target User Sales Rep Sales Rep /

Sales Mgr

Operations Admin. / Mgr

data steward

Sales Rep

Sales Mgr

Ops Admin/Mgr

Sales Mgr

Sales Exec.

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 based

OLAP 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

End user (category) Priority STNot in

STCRM E.I. 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 structure across workbooks and entities

P1X 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 ?

End user (category) Priority STIn CRM

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 metadata

P2 x Requires download criteria to be re-entered each time. Parameters not save-able or shared across objects or workbooks. [The customer could build out this functionality.]

Workbook administration within application

P3 x Customer points application to a specific 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 optionsFusion

Simple Export

Fusion

Export w/ Options

ODI – Oracle Data Int. ADFdi w/ CRM Enhancements

EssBase

Form and pre-requisites Export to xls (xlsx) format

[OLTP]

Export to other formats [OLTP]

E-LT

[OLAP]

ADFdi enabled workbook

[OLTP + JDEV]

Cubes-based [OLAP]

Support export to Excel form (xls / xlsx)

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

Support upload,

(bi-directional synch)

*db load * [ADFdi enabled framework]

[OLAP Load / refresh]

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

High

Target User Sales Rep Sales Rep /

Sales Mgr

Operations Admin. / Mgr

data steward

Sales Rep

Sales Mgr

Ops Admin/Mgr

Sales Mgr

Sales Exec.

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 based

OLAP 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.

CRM Excel Integration Team1. 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)

Appendix A: requirement details

Query – saved and advanced searchApril design

1.

2.

3. Template administration April design

Appendix B: detailed timelinesMilestones – CRM future consumers

2007 2008

DECOCT NOV MARJAN FEB JUNAPR MAY SEPJUL AUG DECOCT NOVQ4 Q1 Q2 Q3 Q4

M2 M3 M4 M5

Manage Reference Excel Integration

Audit Trail

Oppty Tagging/Categorization

Embedded Analytics, Reports

Outsourced

Staffed

Resource Gap

Opportunity Management Excel Integration

Excel TDD

Schema

Creation & Review (Backend)

Administration (Backend)

Adjust & Rollup (Backend)

Administration (UI)

Adjust & Rollup (UI)

Creation & Review (UI)

BI

Excel

Sales Forecasting Excel Integration

** Focus on Excel Related tasks, not all tasks represented

**

**

Estimate pending plan from Pradeep Kotha

Assessment Component

**Plan,Initiatives and Goals UI

Campaign gantts,AMX, ActivityIntegration

Budget Tree

UI True up and integration testing

Hierarchies,Excel TDD

Trees Service, Region Admin UI, Plan Tree,

Region Trees

Excel UI True up and integration testingAnd upgrade

Upgrade

Marketing Excel Integration

Opportunity Management Excel Integration

Marketing Excel Integration

P1=must have, P2=should have, P3=nice to havex=provided within the solution, p=partially provided**

Requirements P ST

CR

M S

ales E.I.

pro

vidin

g

EB

S - E

xcel INT

ES

SB

ase

Web

AD

I

Sieb

el 8.x/PS

/JDE

On

Dem

and

(Oracle)

En

d u

ser (catego

ry)

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          

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

Requirements P ST

CR

M S

ales E.I. p

rovid

ing

EB

S - E

xcel Integ

ration

ES

SB

ase

Web

AD

I

Sieb

el 8.x/PS

/JDE

On

Dem

and

(Oracle)

Ad

min

istration

and

infrastru

cture req

uirem

ents

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)            

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              

Requirements P

ST

CR

M S

ales E.I. p

rovid

ing

EB

S - E

xcel Integ

ration

ES

SB

ase

Web

AD

I

Sieb

el 8.x/PS

/JDE

On

Dem

and

(Oracle)

Ad

min

istration

and

infrastru

cture req

uirem

ents

Hierarchical support between data in spreadsheet (inherited based on application hierarchical rel.) P2

x (partial)            

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

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 P1

x (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 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

Excel Integration summary details: roadmap

2007 2008

DECOCT NOV MARJAN FEB JUNAPR MAY SEPJUL AUG OCTNOVQ4 Q1 Q2 Q3 Q4

M2 M3 M4 M5

Excel TDD

Excel Int. FDD

Prior work:

Code delivery

Testing TWDDQuality

Assurance

Technical Design

Product Mgmt

Dev / Engineering

Test / QA

Planned T.M. Excel

Testing

ST/ATG Drop5 ST/ATG Drop6

Consumers – Internal CRM Customers

CRM Fusion CustomersCustomers who moved Excel Integration outside of V1 scope:

• Territory Management

• Sales Forecasting

• Opportunity Management • Marketing: Campaigns, Budgeting

Other Fusion CustomersApplications 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 requirementsDescription 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 and query

The ability to re-query data, or refresh data from within the Excel workbook .

Oracle = ADFdi

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 downloaded it can be edited and submitted back to the application.

Oracle = ADFdi

Other= MS CRM Dynamic,

Others using configuration ¥

Workbook changes /edits

Workbook can be modified by end users, and still retain bi-directional synchronization.

Oracle = ADFdi partial solution [Dynamic DEG].±

Other= MS CRM Dynamic

Workbook sharing

A modified workbook can be distributed by email, server, file system, or Content Management system.

Oracle = ADFdi.

CRM E.I. Provides application administration, and relates ‘applet / screen’ to workbook.

Other = shared workbooks.*

Data sharing Data in the workbook is limited by the users role and/or responsibility.

Oracle = ADFdi

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

DECOCT NOV MARJAN FEB JUNAPR MAY SEPJUL AUG DECOCT NOV

Q4 Q1 Q2 Q3 Q4

M2 M3 M4 M5

Excel Requirements

Data Model

Forecast Administration TDD

UI Requirements

Forecast Creation and Review TDD

BI TDD

Outsourced

Staffed

Resource Gap

BI Requirements

Forecast Adjust and Rollup TDD

Excel TDD

Schema

Creation & Review (Backend)

Administration (Backend)

Adjust & Rollup (Backend)

Administration (UI)

Adjust & Rollup (UI)

Creation & Review (UI)

BI

Excel

Opportunity Management

2007 2008

DECOCT NOV MARJAN FEB JUNAPR MAY SEPJUL AUG DECOCT NOV

Q4 Q1 Q2 Q3 Q4

M2 M3 M4 M5

FDD (include UI and BI)

Data Model

Create/Modify/Delete Opportunity

Manage Customers and Contacts

Manage Opportunity Expected,Actual Revenue, Probability

Integrate with Revenue

Opportunity Notes

Manage Contact Preference

Manage Competitor

Manage Reference

Sales Method and Stage

Sales and Org Team

Manage Activities

Territory Management Intg

Assignment Manager Intg Lead and Source Integration

Search

Calendar/Schedule Activities

Excel Integration

Audit Trail

Assessment and Strategy

Interactions

Leverage Past Deal Insight

Notification, Worklist

Oppty Tagging/Categorization

Embedded Analytics, Reports

Security

Outsourced

Staffed

Resource Gap

Assessment ComponentEstimate pending plan from Pradeep Kotha

Marketing Planning

2007 2008

DECOCT NOV MARJAN FEB JUNAPR MAY SEPJUL AUG DECOCT NOV

Q4 Q1 Q2 Q3 Q4

M2 M3 M4 M5

Data Model

Marketing Plan and Gantt TDD

UI Requirements

Plans Backend

Plan,Initiatives and Goals UI

Outsourced

Staffed

Resource Gap

BI Requirements

Plan Calendar

Campaign gantts,AMX, ActivityIntegration

Budget Tree

UI True up and integration testing

Hierarchies,Excel TDD

Trees Service, Region Admin UI, Plan Tree,

Region Trees

MRM FDD

Excel UI True up and integration testingAnd upgrade

Upgrade

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%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

End…