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Excel Integration Discussion 5-14-08. Agenda Review Territory Management requirements Review Sales Forecasting requirements Discussion on Excel integration.

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Presentation on theme: "Excel Integration Discussion 5-14-08. Agenda Review Territory Management requirements Review Sales Forecasting requirements Discussion on Excel integration."— Presentation transcript:

1 Excel Integration Discussion

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 Fusion Simple Export Fusion Export w/ Options ODI – Oracle Data Int. ADFdi w/ CRM Enhancements EssBase Form and pre-requisitesExport 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 LowLowHigh [sep. db]High [Jdev, ADFdi enabled ] High Target UserSales RepSales 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 ExcelYYYYY Business Logic Validation Excel based OLAP basedOLTP, 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.

5 End Details and info slides follow…

6

7 Requirements - user End user (category)PriorityST Not in ST CRM E.I. providing Ability for end user to filter data downloaded to workbook P0x Common search framework metadata structure across workbooks, and entities P1XX End user query mechanism P0x End user search capabilities P0X Query parameters, and save framework metadata structure across workbooks and entities P1 XX ST: Server Tech – ADFdi provides a solution, partially provides a solution, or ‘Not in ST’ means it doesn’t have the function at present

8 What is the user impact if Excel Integration is moved out of Fusion V1 ? End user (category)PriorityST In CRM E.I.Impact if not available in V1 Filter data downloaded to workbookP1xAvailable at each download. Not in a reusable / share-able form End user query mechanismP1xAvailable at each download. Not reusable Common search framework metadata P2xRequires 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 P3xCustomer 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.

9 Fusion to Excel options Fusion Simple Export Fusion Export w/ Options ODI – Oracle Data Int.ADFdi w/ CRM Enhancements EssBase Form and pre-requisitesExport 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 LowLowHigh [sep. db]High [Jdev, ADFdi enabled ] High Target UserSales RepSales 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 ExcelYYYYY Business Logic ValidationExcel based OLAP basedOLTP, 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.

10 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) Appendix A: requirement details

11 Query – saved and advanced search April design 1. 2.

12 Query – saved and advanced search

13 3. Template administration April design

14 Appendix B: detailed timelines Milestones – CRM future consumers DECOCTNOVMARJANFEBJUNAPRMAYSEPJULAUGDECOCTNOV Q4 Q1Q2Q3Q4 M2M3M4M5 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, Activity Integration 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 testing And upgrade Upgrade Marketing Excel Integration Opportunity Management Excel Integration Marketing Excel Integration

15 P1=must have, P2=should have, P3=nice to have x=provided within the solution, p=partially provided** RequirementsPST CRM Sales E.I. providing EBS - Excel INT ESSBase WebADI Siebel 8.x/PS/JDE OnDemand (Oracle) End user (category) Download to Excel P1x xxxxx Download - ability to specify records for download P1x xxxxx Download - ability to specify columns to download P2x (partial) xxxx Business user (end user) workbook authoring P2x (partial) pppp Ability for end user to filter data downloaded to workbook P1x xxxxx End user query mechanism (within workbook) P1x End user search capabilities (within workbook) P1x End user save and save search capability P2 x Create, update, copy and delete records P1x xxxx Worksheet embedded search P1x Flag changed records for upload to application (track changes) P1x xxxx Pre-upload validationP1x Upload to Excel P1x xxxx Progress Bar for download and upload P1x Cancel on download (cancel on upload secondary req.) Download and upload time stamp P1x xxxxx Usage of Excel features and functions (not constrained by integration tool) P1x xxxxx Common search framework metadata structure across workbooks P2 x Cancel on upload P3

16 P1=must have, P2=should have, P3=nice to have RequirementsPST CRM Sales E.I. providing EBS - Excel Integration ESSBase WebADI Siebel 8.x/PS/JDE OnDemand (Oracle) Administration and infrastructure requirements ADFdi workbook authoring by application administrator P1x User authentication (data security by role/responsibility) P1x xxxxx Single sign-on capability P1x xxxxx Error messaging and supportability P1x (partial) xxxxx Transaction management and visibility P2x (partial) Excel 2007 support P2x Administration - upgrade packaging and patch support P1x xxxxx Dependant and drop-down LOV's P1x Installation and deployment pre-requisite software P1x xxxxx Globalization of workbooks (multiple versions & languages) P1x UI Widget Authoring P1x Server business logic inheritance on client P1x (partial) Column visibility based on user roles P2x Read only fields P2x (partial) Required field enforcement P2x (partial) Default value P2x Flexfield value P2 Support workbook 'form' lay-out P2x Support workbook 'list' lay-out P2x Navigation across worksheets P2 Navigation across records within a workbook P2

17 RequirementsP ST CRM Sales E.I. providing EBS - Excel Integration ESSBase WebADI Siebel 8.x/PS/JDE OnDemand (Oracle) Administration and infrastructure requirements 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

18 Application and Admin. AreasP0ST ST Partially Provides Not in ST CRM E.I. providing ADFdi workbook authoring by application administrator P0x Globalization of workbooks (multiple versions & languages) P0x Access and associate workbook from within the CRM app. Includes hook to Content Management system P1 x X Hierarchical presentation - CRM E.I. team constructed a cross workbook reference macro that can be leveraged by consuming teams P2 x x (TM specific macro) Workbook hook in CRM application to DMS( e.g.. Stellant) P2 x x (tool) Dynamic workbooks generated by system P2 x Requirements – application and admin.

19 Excel tools and competitive comparison Excel tool / integration pointProsCons CRM E.I. Fusion ADFdi – CRM Excel Integration ( Our Fusion solution from CRM ) Fusion Framework: ADFdi based, CRM Excel Functions and framework JDev / Fusion build specific Excel 2007 Based V1 – CRM-TM Focus Oracle hosted OnDemand ‘offline client’ OnDemand CSV mapping tool Self contained VB & XML template package Maps fields for import Tightly coupled to OnDemand Release and constructed code Oracle other app’s Export functions – direct to Excel Applications, BI, etc. CSV mapping tool for import Simple existing solutions…. Siebel / JDE/ PS / OBIEE Directly maps fields from CSV specific CSV files Single direction, not synchronization. Not a framework, single function – no reuse Microsoft Dynamic CRM Data can be imported into Excel in three ways: As a static table, a dynamic table, or a PivotTable dynamic view. With dynamic and PivotTable Views, Excel automatically updates data as it is changed within Microsoft Dynamics CRM Office Version specific CRM Dynamic version specific Application specific – not framework based. SalesForce.com (hosted) 1) Export function 2) XLA – Excel Office Add-In Developer Network tool – third party, delivered and supported. 1) Simple 2) Microsoft supplied Office Add-in ( 2003 or 2007 specific versions) 1) Export Only 2) Tightly coupled to db schema, and coding in workbook and to application lay-out. 2) Office version specific. Onyx (app. example) 1) Export function 2) XLA – Internally constructed 1) & 2)(same as above)

20 Excel tools and competitive comparison Excel tool / integration pointProsCons Microsoft Dynamic CRM Data can be imported into Excel in three ways: As a static table, a dynamic table, or a PivotTable dynamic view. With dynamic and PivotTable Views, Excel automatically updates data as it is changed within Microsoft Dynamics CRM Office Version specific CRM Dynamic version specific Application specific – not framework based. SalesForce.com (hosted) 1) Export function 2) XLA – Excel Office Add-In Developer Network tool – third party, delivered and supported. NetAppExchange partnership… 1) Simple 2) Microsoft supplied Office Add-in ( 2003 or 2007 specific versions) 1) Export Only 2) Tightly coupled to db schema, and coding in workbook and to application lay-out. 2) Office version specific. another (app. example) 1) Export function 2) XLA – Internally constructed 1) & 2)(same as above)

21 Essbase tool shot Example parent:child

22 Essbase Excel form Example data entry Forecast=50 in Jan

23 Essbase Excel form Example sheet with value updated…

24 Simple Export in Fusion

25 Export with options in Fusion

26 ADF Export to Excel

27 ADFdi CRM Excel Integration access from UI

28 Summary and recommendation Summary status for Fusion CRM Excel Integration: P0 requirements for TM met by ADFdi Remaining customer deferring EI for V1 CRM : Territory Management CRM customers planning to uptake CRM E.I., post V1 Territory Management Forecasting Marketing Opportunity Management Recommendations: Complete planned 1 month, estimated QA efforts, approved TWDD slated for May time frame [Sandhya Bhatt’s teams efforts in progress] Defer full CRM Excel Integration uptake, drop5prime, until larger internal consumer set can uptake Tentatively plan to defer to version 1.1 Continue to evangelize ADFdi and application work for CRM Excel Integration and support TM

29 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

30 Excel Integration summary details: roadmap DECOCTNOVMARJANFEBJUNAPRMAYSEPJULAUGOCTNOV Q4 Q1Q2Q3 Q4 M2M3M4M5 Excel TDD Excel Int. FDD Prior work: Code delivery Testing TWDD Quality Assurance Technical Design Product Mgmt Dev / Engineering Test / QA Planned T.M. Excel Testing ST/ATG Drop5 ST/ATG Drop6

31 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

32 Excel Integration- high level requirements DescriptionE.I. tools DownloadDownload 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 UploadBi-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 , 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 sharingData 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]

33 What is the user impact if Excel Integration is moved out of Fusion V1 ? Can a user bi-directionally synch Excel with Fusion V1? Answer: Yes. Through ADFdi. Impact? Excel Integration will have less pre-built function, and have less cross functional forms. Bi-directional synch is based on ADFdi, which is available V1. Some of the user interface items can be configured (built) by the customer and recreated in JDEV. Increases TCO, and configuration time required. Can Excel workbooks be distributed and administered within the application if EI is deferred beyond V1? Answer: Partially. Impact? Without the pre-built application administration tool, users will distribute the workbooks manually, through , shared directory locations, or other mechanisms. Or the customer will need to construct a view within the app to associate the workbooks to a button, or UI element. There will not be a pre-built interface to manage the Excel workbooks to the views/applets – it will require configuration effort within the application. Work/effort may need to be done by the customer to configure usage of a document management system, or for globalization/localization considerations. Will the user be able to save searches (download criteria) ? Answer: No. But they can recreate, and re-run the data downloads. Impact? In short there will not be a pre-built interface that stores most recent searches, or query criteria across objects.

34 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

35 Fusion V1 customer -Territory Management & Use Cases Territory data work in Excel Customers to named account groups in Excel

36 Sales Forecasting DECOCTNOVMARJANFEBJUNAPRMAYSEPJULAUGDECOCTNOV Q4 Q1Q2Q3Q4 M2M3M4M5 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

37 Opportunity Management DECOCTNOVMARJANFEBJUNAPRMAYSEPJULAUGDECOCTNOV Q4 Q1Q2Q3Q4 M2M3M4M5 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 Component Estimate pending plan from Pradeep Kotha

38 Marketing Planning DECOCTNOVMARJANFEBJUNAPRMAYSEPJULAUGDECOCTNOV Q4 Q1Q2Q3Q4 M2M3M4M5 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, Activity Integration 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 testing And upgrade Upgrade

39 Product Context Customer Solution Territory Management Excel Workbooks Fusion CRM Excel Integration Fusion CRM Application Bi-directional synch with Excel 2007 Integration [ADFdi] Spreadsheet use & req’s, (Excel 2007) Fusion – Oracle technology stack… (JDev, etc.)

40 ADF Desktop Integration - Excel Application Server Server Client JSR 227 (ADFm).Net Data Manager JSR 170 ADFdi Servlet DB Content Store ADFdi Excel Controller Excel Object Model

41 Excerpt from: Oracle® Fusion Middleware Desktop Integration Developer's Guide for Oracle Application Development Framework 11g Release 1 (11.1.1)E Office object model (Excel object model) Office Application Fusion Metadata Control Fusion.NET Framework Data Manager Remote Servlet ADFm The Oracle ADF Model layer is a declarative data binding facility that implements the JSR-227 specification. More information about the Oracle ADF Model layer can be found in the Oracle Fusion Middleware Fusion Developer's Guide for Oracle Application Development Framework.

42 Microsoft CRM Dynamic Screenshot

43 Oracle Kerberos iPlanet MSFT AD Novell Custom Others... Oracle Data Integrator (Sunopsis) Oracle Warehouse Builder Informatica Ascential Others... Any JSR 168 Portal Oracle Data Mining, SPSS, SAS Oracle EBS, Siebel, SAP, PeopleSoft, JD Edwards… Excel, Outlook, Lotus Notes... Oracle Enterprise Performance Management System Oracle Business Intelligence Foundation PORTALS DATA MINING APPLICATIONSDESKTOP TOOLS SECURITY DATA ACCESS DATA INTEGRATION Hot-Pluggable With Existing IT Investments Oracle RDBMS Oracle OLAP Option Microsoft SQL Server Microsoft Analysis Services IBM DB2 Teradata Essbase SAP BW XML, Excel, Text From “From Operational Excellence to Management Excellence“ by Thomas Oestreich, Senior Director EPM Concepts and Strategy

44 Database Tier Meta Data Open Interfaces PL/SQL API Base Tables Desktop Desktop Application Browser Middle Tier HTTP Server J2EE Engine Document Service Download Service Component Service Upload Service Application Service External Java Architecture - WebADI From: webADI S1847_John_Richardson.ppt

45 Additional Territory Management Info from FDD Component NameComponent TypeExistingOwning Product ***UI Service Event Background Process Report BI Dashboard BI Report Yes/No (include comments) General Territory workbookExcel workbookYesMOT Named Account workbookExcel workbookYesMOT

46 Siebel 8.0 Excel integration

47 Additional integration concepts SharePoint 2007

48 Additional Data sources: Territory Management Project Plan and (Roadmap ?) Public/CRM/Sales/Oracle%20Territory%20Management/Functional%20Design/Territory%20Admin%20%20Maint%20through%20Excel%20 FDD.dochttp://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 => Revenue Management Public/CRM/Sales/Oracle%20Opportunity%20Management/Functional%20Design/CRM_MOO_Revenue_Mangement_FDD.dochttp://files.oraclecorp.com/content/AllPublic/SharedFolders/Fusion%20Deliverables- Public/CRM/Sales/Oracle%20Opportunity%20Management/Functional%20Design/CRM_MOO_Revenue_Mangement_FDD.doc Opportunity Management Public/CRM/Sales/Oracle%20Opportunity%20Management/Functional%20Design/CRM_MOO_Manage%20Opportunity%20%26%20Sales %20Activity_FDD.dochttp://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

49 End…


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