Oracle Partner Sales Playbook for Engineering & Construction

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A Playbook recommends integration cross-suite where it exists ... High Tech & Mfg B2B Suite sales(E-Business Suite) ..... HP Apache Web Server Suite 2.0.3. –.
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Oracle Partner Sales Playbook for Engineering & Construction Version: V1 - Final April 2006

Effective for FY’07, or until next version is released Oracle Confidential

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Playbook Structure • Based on Solutions Map or “footprint” for each Industry • A Playbook recommends integration cross-suite where it exists today or will exist in the next quarter in a supported manner • Playbooks include white space where ISV’s play a role and name the major global ISV partners • Playbooks present the most common exception scenarios for installed base and greenfield opportunities: – – – –

E-Business Suite installed in some functional areas Enterprise/Enterprise 1/World installed in some functional areas SAP installed in some functional areas Industry sub sectors with different needs (e.g., Homebuilders within E&C or Staffing Firms within Prof. Services)

• The solutions include consulting Extensions for some solution areas, where stated in the playbook. Please contact Oracle Consulting Services for further information on these Extensions. Oracle Confidential

Industry Solution Maps – The Major Functional Components of an Industry

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Customer Channels Solutions supporting customers either directly or through an organization’s employee or partners

Analytics Solutions supporting business intelligence and analysis of all functional areas

Business Operations Solutions supporting the business operations of the organization including all transaction processing, direct supply chain, and product management

Corporate Administration Solutions supporting the Finance, HR, Facilities, Indirect Procurement and other organization-wide functions

Infrastructure Technology supporting the functional areas above including data management, security, and integration

Oracle Confidential

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The Siebel Impact: General Rules of Thumb •

CRM & Customer Hubs - Lead with Siebel CRM for “Greenfield” accounts, particularly those wanting “Best-in-Class” functionality, and in Siebel installed base accounts •

Exceptions • • •



For clients where moving to a single suite is a requirement, particularly in the mid market: y



High Tech & Mfg B2B Suite sales(E-Business Suite) Project-centric industries (E-Business Suite) Higher Education (Enterprise CRM)

Sell appropriate suite CRM solution – e.g., E-Business to E-Business customers/prospects, E1 to E1 customers/prospects, Enterprise to Enterprise

Subscription-based CRM •

Lead with Siebel OnDemand

Oracle Confidential

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The Siebel Impact: Specific Solution guidance •

Order Capture/Order Mgmt driven by OM System consolidation • •



Field Service solution is driven by supply chain complexity • •



Siebel if deal Contact Center Driven, B2C with simple products, basic logistics capabilities and minimal Supply Chain Integration E-Business Suite if deal involves Parts Logistics, Complex Products & Depot repair

Help Desk is driven by specific needs of client • •



Siebel for customers that have numerous OM systems and require a single Order Capture “interface” to consolidate order information E-Business Suite for customers with complex, highly configured products and require one OM solution from order capture to fulfillment

If stand-alone IT helpdesk is required, lead with Siebel Help Desk If client wants one help desk environment across IT and HR, lead with suite related help desk (either E-Business or Enterprise)

Integration Platform– lead with Fusion Middleware (i.e. not Siebel UAN)

Oracle Confidential

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Analytics Applications – Overall Approach What is the Best fit today based on customer needs? 1. For customers that need to insight from data in multiple sources and/or transactional applications - offer Siebel Analytics Platform & Applications 2. Source only from Peoplesoft Applications - Offer “Improved” EPM with Siebel Analytics Platform & Applications 3. Source from Siebel Applications - Offer Siebel Analytics Platform & Applications 4. Source only from EBS applications - Offer DBI as the embedded analytics application

Oracle Confidential

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E&C TOC •

Topic Engineering & Construction – – – –



Overall Solutions Footprint (Greenfield) Solutions Details (Greenfield) Exception Scenario 1 (E&C JDE Installed) Exception Scenario 2 (SAP Corp. Installed)

21-22 23-27 28-30

Commercial Real Estate – Overall Solutions Footprint (Greenfield & Installed Base) – Solutions Details (Greenfield & Installed Base) – Exception 1 (Companies with PSFT Footprint)



9 10-15 16-18 18-20

Homebuilding – Overall Solutions Footprint (Greenfield) – Solutions Details (Greenfield) – Exception Scenario 1 • (National Builder - Best of Breed Approach)



Pages

Regional Exceptions

30-32 33-37 38-40 41-44

Oracle Confidential

Engineering & Construction Solution Map - Recommended Solutions in all Greenfield and most Installed Base Scenarios

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Customer Channels Marketing

Sales

Analytics

Business Operations

Marketing Analytics Sales Analytics Project Intelligence Human Resource

Proposal Management

Contract Management

Asset/Equipment Management

Subcontract Management

Project Management

Billing Management

Time & Expense

Project Collaboration

Scheduling/ Estimating

Financials

Corporate Administration CPM

Financials

Indirect Procurement

Facilities Management

Human Resources

Projects

Compensation

Helpdesk HR IT

Infrastructure Hubs (Product Hub)

Hubs (Customer Hub)

Integration Framework (e.g. BPEL) Technology [e.g. Database, Application Server, RAC, Oblix, Times Ten] Oracle Applications

ISV Partners

Oracle Confidential

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E&C Solutions Details Customer Channel Solutions Business Area

Marketing

Sales

Product/Solution

Sales Strategy/ Dependencies

E-Business Suite CRM

Sell E-Business CRM to run targeted lead generation campaigns and measure effectiveness.

E-Business Suite CRM

Sell E-Business CRM for pipeline and opportunity management, backlog and driving to cash flow projections.

Oracle Confidential

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E&C Solutions Details Analytics Solutions Business Area

Product/Solution

Sales Strategy/ Dependencies

Marketing Analytics

E-Business Suite Marketing DBI

Lead with E-business marketing intelligence for marketing planning, and campaign performance.

Sales Analytics

E-Business Suite Sales DBI

Lead with E-business sales intelligence to deliver sales, revenue, and pipeline management.

Project Intelligence

E-Business Suite Project Intelligence DBI

E-business Project Intelligence provides seamless drill down from top-level variances to supporting details, linked to the Oracle Projects Suite. Oracle Project Intelligence also provides real-time backlog analysis.

Human Resource

E-Business Suite DBI

Core DBI offering for Human Capital Management.

Financials

E-Business Suite DBI

Core DBI offering for Financials.

Oracle Confidential

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E&C Solutions Details Business Operations Solutions Business Area

Product/Solution

Sales Strategy/ Dependencies

Proposal Management

E-Business Suite Proposal Management

Lead with e-Business Proposal Management.

Contract Management

E-Business Suite Project Contracts

E-Business Project Contracts for management of complex contracted project work.

Asset/Equipment Management

E-Business Suite Enterprise Asset Management

Lead with E-Business EAM for asset tracking, costing, and maintenance management.

Subcontract Management

Project Management

E-Business Suite Project Management, Project Collaboration

Combined solution of Project Mgt and E&C Extensions for management of complex subcontracted project work. Please contact Oracle Consulting Services for further information on the E&C Extensions.

E-Business Suite Project Management, Project Collaboration

Combined solution of Project Mgt and the E&C Extensions for management of Owner and Subcontract change orders. Please contact Oracle Consulting Services for further information on the E&C Extensions. Oracle Confidential

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E&C Solutions Details Business Operations Solutions Business Area

Product/Solution

Sales Strategy/ Dependencies

Billing Management

E-Business Suite Project Billing & Costing

Lead with E-Business Suite Project Billing, Costing to proactively control project cost and manage all project associated revenue and billing accurately. Oracle E&C extensions may be necessary for AIA billing. Please contact Oracle Consulting Services for further information on the E&C Extensions.

Time & Expense

E-Business Suite Time & Labor and Travel & Expense

E-Business Suite product which allows time & expense entry for employees and non-employees.

Project Collaboration

E-Business Suite Project Collaboration, Product Lifecycle Mgt, CADView

E-Business Suite Project Collaboration ensures secure access to all team members to perform progress updates and revision. E-Business Suite PLM and CADView provide a mechanism to drive as-designed vs. as-built collaborative building information mgt.

Estimating / Scheduling

ISV Solution – Primavera, MC2, Timberline, etc.

Industry standard is to utilize third party solutions.

Oracle Confidential

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E&C Solutions Details Corporate Administration Solutions Business Area

Product/Solution

Sales Strategy/ Dependencies

Corporate Performance Management

E-Business Suite CPM Suite

This would include Budget and Planning, Balanced Scorecard and Consolidation Hub for end to end Financial analysis.

Financials

E-Business Suite

Integrated suite including Payables, Expense Management, Fixed Assets, G/L, Cash Management.

Indirect Procurement

E-Business Suite

Self Service apps through Purchasing for all indirect purchases such as supplies and internal facilities.

Facilities Management

E-Business Suite Property Manager

Used for managing both corporate (employee) space and associated costs, as well as retail storefronts.

Human Resources

E-Business Suite HR

HR, Benefits and Payroll including self-service.

Projects

E-Business Suite Projects

Use Projects for capital project management and management of IT projects portfolio management.

Compensation

E-Business Suite Incentive Compensation Workbench

Lead with Oracle Incentive Compensation.

Help Desk

E-Business Suite Service

Lead with E-Business Helpdesk, for one help desk environment across IT and HR.

Oracle Confidential

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E&C Solutions Details Infrastructure Solutions Business Area

Product/Solution

Sales Strategy/ Dependencies

Product Data Consolidation

E-Business Suite Product Hub

Leverage product consolidation from disparate systems.

Customer Data Consolidation

E-Business Suite Customer Hub

Leverage customer consolidation for disparate systems.

Integration Framework

Oracle Fusion Middleware with BPEL

Lead with Oracle Fusion Middleware unless not a standard at the client

Core Technology

Oracle Database 10g

Lead with Oracle tech stack unless not a standard at the client.

Oracle Confidential

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Exception Scenario 1: Installed-Base JD Edwards E&C Customers

Oracle Confidential

Engineering & Construction Solution Map - Recommended Solutions in all JDE Installed E&C Customers

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Customer Channels Marketing

Sales

Analytics

Business Operations

Marketing Analytics Sales Analytics Project Intelligence Human Resource

Proposal Management

Contract/Pipeline Management

Asset/Equipment Management

Subcontract Management

Project Management

Billing Management

Time & Expense

Project Collaboration

Scheduling/ Estimating

Financials

Corporate Administration CPM

Financials

Indirect Procurement

Facilities Management

Human Resources

Projects

Compensation

Helpdesk HR IT

Infrastructure Hubs (Product Hub)

Hubs (Customer Hub)

Integration Framework (e.g. BPEL) Technology [e.g. Database, Application Server, RAC, Oblix, Times Ten] Oracle Applications

ISV Partners

Oracle Confidential

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E&C Solutions Details JDE Installed Business Area

Product/Solution

Sales Strategy/ Dependencies

Customer Channels

JDE E1CRM

Continue selling within JDE for Lead Generation and Pipeline.

Analytics

Enterprise Performance Mgt

EPM for Marketing, Sales, Project management, HR, Financial.

JDE E1 Construction Solution,

Business Operations

E-Business Suite Project Collaboration, Product Lifecycle Mgt, CADView 3rd Party Solution (Estimating/Scheduling)

Corporate Administration

JDE E1 Financials

Lead with E1 Proposal Management, Job Cost, Contract Billing, Subcontract Mgt, Change Order Mgt, and EAM. E-Business Suite Project Collaboration ensures secure access to all team members to perform progress updates and revision. PLM and CADView provide a mechanism to drive as-designed vs. as-built collaborative building information mgt. For Estimating/Scheduling, the Industry standard is to utilize third party solutions. Lead with E1 Financials, HR / Payroll, Procurement, Property Mgt. Oracle Confidential

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Exception Scenario 2: Installed Base SAP

Oracle 18 Confidential

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E&C Solution Map - Recommended Solutions if SAP Installed Customer Channels Marketing

Sales

Analytics

Business Operations

Sales Analytics

Proposal Management

Contract/Pipeline Management

Asset/Equipment Management

Subcontract Management

Project Management

Billing Management

Time & Expense

Project Collaboration

Scheduling/ Estimating

Marketing Analytics Project Intelligence Human Resource Project Intelligence

Corporate Administration CPM

Financials

Indirect Procurement

Facilities Management

Human Resources

Projects

Compensation

Helpdesk HR IT

Infrastructure Universal Product Master

Universal Customer Master Integration Framework (e.g. BPEL)

Technology [e.g. Database, Application Server, RAC, Oblix, Times Ten] Oracle Applications

ISV Partners

SAP

Oracle Confidential

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Recommended for Installed Base SAP SAP Installed Business Area

Product/Solution

Sales Strategy/ Dependencies

Customer Channels

Siebel CRM

Lead with Siebel Marketing, and Sales

Analytics

Siebel SBA & PeopleSoft Enterprise Performance Mgt

Sell Siebel Sales and Marketing analytics and/or Enterprise Performance Mgt (EPM) for HR

Business Operations

E-Business Suite Project Collaboration, Product Lifecycle Mgt, CADView

E-Business Project Collaboration ensures secure access to all team members to perform progress updates and revision. PLM and CADView provide a mechanism to drive asdesigned vs. as-built collaborative building information mgt.

Corporate Administration

PeopleSoft Enterprise

Lead with Enterprise HR and additional Enterprise components as standalone wherever SAP is not used

Siebel and Oracle

Lead with Siebel Universal Customer Master and Universal Product Master, Oracle fusion middleware and Oracle database

Infrastructure

Oracle Confidential

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Sales Playbook for Homebuilding

Oracle Confidential

Homebuilding Solution Map - Recommended Solutions in all Greenfield and most Installed Base Scenarios

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Customer Channels Order Capture

Marketing

Analytics

Sales

Service

Business Operations

Marketing Analytics Sales Analytics

Scheduling

Sales Office

Homebuilder Foundation

Homebuilder Procurement

Project Costing

Construction Start Process

Service Analytics Supply Chain Human Resources Financials Corporate Administration CPM

Financials

Indirect Procurement

Facilities Management

Human Resources

Projects

Compensation

Helpdesk HR IT

Infrastructure Hubs (Product Hub)

Hubs (Customer Hub)

Integration Framework (e.g. BPEL) Technology [e.g. Database, Application Server, RAC, Oblix, Times Ten] Oracle Applications

ISV Partners

Oracle Confidential

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Homebuilding Solutions Details Customer Channel Solutions Business Area

Product/Solution

Sales Strategy/ Dependencies

Order Capture

JDE Homebuilder Sales Office

Homebuilder Sales Office Template (Extensions) for Home Configuration, Contract creation, and Mortgage tracking. Please contact Oracle Consulting Services for further information on the Homebuilder Extensions.

Sales

JDE E1 CRM

JDE E1 sales functionality for pipeline and forecast management

Marketing

JDE E1 CRM

JDE E1 Marketing for management of sales campaigns and their effectiveness

JDE E1 Service Management

JDE E1 Service Management for Customer Service and Warranty tracking. For Call Center functions, position JDE E1 Case Manager, for supporting multi-channel sales, marketing, customer service operations.

Service

Oracle Confidential

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Homebuilding Solutions Details Analytics Solutions Business Area

Product/Solution

Sales Strategy/ Dependencies

Marketing, Sales & Service Analytics

Enterprise Performance Mgt

JDE E1 Sales, Service, Call Center linked to the core HR and Financial modules. Delivers order to cash, agent profitability, campaign analysis, and service manager analytics

Supply Chain

Enterprise Performance Mgt

Core DBI offering for Projects, Supply Chain

Human Resources

Enterprise Performance Mgt

Core DBI offering for Human Resources

Homebuilder Financials

Enterprise Performance Mgt

Core DBI offering for Financials, Projects

Profitability, Planning, and Budgeting

Enterprise Performance Mgt

Linked to core Financials and CPM Budget and Planning and Consolidation processing

Oracle Confidential

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Homebuilding Solutions Details Business Operations Solutions Business Area

Scheduling

Product/Solution

ISV – Hyphen Solutions BuildPro

Sales Strategy/ Dependencies Coordinate Subcontractor and Material ordering/delivery with Construction Schedule Scheduling tools from Hyphen Solutions.

Sales Office (service fulfillment - post capture & config)

JDE E1 Sales Office Template (Extensions)

Manages home option/preference selection, home configuration, and service management. Please contact Oracle Consulting Services for further information on the Homebuilder Extensions.

Homebuilder Foundation

JDE E1 Homebuilding Management

JDE E1 Homebuilder Management for Home Starts and Construction management

Direct Homebuilder Procurement

JDE E1 Procurement

End-to-end procurement suite from sourcing, through self service to purchasing

Project Costing and Management

JDE E1 Project Management

Manages lot-by-lot home profitability, as well as managing complex land development projects

Construction Start

JDE E1 Homebuilding Management

Lead with JDE E1 Homebuilder Management to automate the repetitive nature of the homebuilding process.

Oracle Confidential

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Homebuilding Solutions Details Corporate Administration Solutions Business Area

Product/Solution

Sales Strategy/ Dependencies

Corporate Performance Management

Enterprise Performance Management

This would include Budget and Planning, Balanced Scorecard and Consolidation Hub for end to end Financial analysis

Financials

JDE E1 Financials

Integrated suite including Payables, Expense Management, Fixed Assets and G/L

Indirect Procurement

JDE E1 Procurement

Self Service apps through Purchasing for all indirect purchases such as supplies and internal facilities

Human Resources

JDE E1 Human Resources

HR, Benefits and Payroll including self-service

Facilities Management

Sales Office Template (Extensions)

Used for managing home-related warranty items. Please contact Oracle Consulting Services for further information on the Homebuilder Extensions.

Projects

JDE E1 Project Management

Used for Community, Land, Infrastructure related project management requirements

Compensation

Sales Office Template (Extensions)

Sales compensation for sales office and design center resources. Please contact Oracle Consulting Services for further information on the Homebuilder Extensions.

Help Desk

JDE E1 CRM Call Center

Lead with JDE Helpdesk, for one help desk environment across IT and HR. Oracle Confidential

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Homebuilding Solutions Details Infrastructure Solutions Business Area

Product/Solution

Sales Strategy/ Dependencies

Product Data Consolidation

E-Business Product Leverage product consolidation from disparate systems. Hub

Customer Data Consolidation

E-Business Customer Hub

Leverage customer consolidation from disparate systems

Integration Framework

Oracle Fusion Middleware with BPEL

Lead with Oracle Fusion Middleware unless not a standard at the client

Core Technology

Oracle Database 10g

Lead with Oracle tech stack unless not a standard at the client

Oracle Confidential

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Exception Scenario 1 National Builder - Best of Breed Approach

Oracle Confidential

Homebuilding Solution Map - Recommended Solutions for National Builder

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Customer Channels Order Capture

Marketing

Sales

Analytics

Self-Service

Service

Business Operations

Marketing Analytics Sales Analytics

Scheduling

Sales Office

Homebuilder Foundation

Homebuilder Procurement

Project Costing

Construction Start Process

Service Analytics Supply Chain Human Resources Financials Corporate Administration CPM

Financials

Indirect Procurement

Facilities Management

Human Resources

Projects

Compensation

Helpdesk HR IT

Infrastructure Universal Product Master

Universal Customer Master

Integration Framework (e.g. BPEL) Technology [e.g. Database, Application Server, RAC, Oblix, Times Ten] Oracle Applications

ISV Partners

Oracle Confidential

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National Builder Exceptions - Homebuilding National Builder - Best of Breed Approach Business Area

Customer Channels

Analytics

Core Technology

Product/Solution

Siebel CRM and JDE Sales Office Template Siebel Analytics and Enterprise Performance Mgt

IBM

Sales Strategy/ Dependencies Customer Base would currently be running E1 Homebuilder solution, and upsell Siebel CRM solutions, including Sales, Marketing, and Service. Utilize Sales Office functionality in E1 for Home Configuration Sell Siebel Customer and Operations Analytics but continue to use EPM for backoffice analytics Opportunity to migrate World customers to E1 and put them on Oracle Tech stack.

Oracle Confidential

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Sales Playbook for Commercial Real Estate

Oracle Confidential

Real Estate Solution Map - Recommended Solutions in Greenfield and Installed Base Scenarios

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Customer Channels Deal Flow

Marketing

Sales

Analytics

Self-Service

Service

Business Operations

Marketing Analytics Sales Analytics

Real Estate Management

Advanced Real Estate Forecasting

Receivables

Lease Administration

Billing

Occupancy Management

Service Analytics Spend Analysis

Real Estate

Human Resources Financials

Corporate Administration CPM

Financials

Indirect Procurement

Facilities Management

Human Resources

Projects

Compensation

Helpdesk HR IT

Infrastructure Universal Product Master

Universal Customer Master

Integration Framework (e.g. BPEL) Technology [e.g. Database, Application Server, RAC, Oblix, Times Ten]

Oracle Applications

Oracle Confidential

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Commercial Real Estate Solutions Details Customer Channel Solutions Business Area

Product/Solution

Sales Strategy/ Dependencies

Deal Flow

Extended Siebel CRM

Lease Routing Automation using Siebel CRM and workflow components. Please contact Oracle Consulting Services for further information on the Real Estate Extensions.

Sales

Siebel Sales Siebel On Demand

Siebel sales functionality for pipeline and forecast management. Siebel OnDemand for hosted solution Siebel Sales for on premise solution.

Marketing

Siebel Marketing

Siebel Marketing for management of sales campaigns and their effectiveness

Service

Siebel Call Center, Siebel Service

Siebel Service Management for Customer Service and Warranty tracking.

Oracle Confidential

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Real Estate Solutions Details Analytics Solutions Business Area

Product/Solution

Sales Strategy/ Dependencies

CRM

Siebel Analytics

Lead with Siebel Sales Analytics to deliver sales, revenue, fulfillment and pipeline management, with kpi’s, sales reports and customizable sales dashboards. Lead with Siebel Marketing Analytics to marketing planning, campaign performance, and customer insight. Lead with Siebel Service Analytics for customer service, agent performance, service and delivery.

Spend Analysis

Enterprise Performance Mgt

Procurement Spend Analysis

Real Estate, HR, Financials

Enterprise Performance Mgt

EPM Data Mart for financials, real estate and human resources

Profitability, Planning, and Budgeting

Enterprise Performance Mgt

Linked to core Financials to perform unit-level budgeting as well as company-wide forecasting.

Oracle Confidential

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Real Estate Solutions Details Business Operations Solutions Business Area

Product/Solution

Sales Strategy/ Dependencies

Real Estate Management

JDE E1 Real Estate

Portfolio and Property Management

Advanced Real Estate Forecasting

JDE E1 Advanced Real Estate Forecasting

JDE E1 Budgeting – Pulls lease information from Real Estate Management

Receivables

JDE E1 Receivables

Manage Receivables across the tenant portfolio

Lease Administration

JDE E1 Real Estate Management

JDE E1 Manage legal, operational and financial aspects of lease

Tenant Billing

JDE E1 Real Estate Management

Monthly billing of leases including percentage rent, CPI, expense participation and late fees

Occupancy Management

JDE E1 Real Estate Management

Lead with JDE E1 Real Estate Management to manage occupancy and vacancy of office, retail and industrial properties Oracle Confidential

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Real Estate Solutions Details Corporate Administration Solutions Business Area

Product/Solution

Sales Strategy/ Dependencies

Corporate Performance Management

Enterprise Performance Management

This would include Budget and Planning, Balanced Scorecard and Consolidation Hub for end to end Financial analysis

Financials

JDE E1 Financials

Integrated suite including Payables, Expense Management, Fixed Assets and G/L

Indirect Procurement

JDE E1 Procurement

Self Service apps through Purchasing for all indirect purchases such as supplies and internal facilities

Facilities Management

JDE E1 EAM

Manage internal and external assets

Human Resources

JDE E1 Human Resources

HR, Benefits and Payroll including self-service

Projects

JDE E1 Project Management

Used for New Capital Projects and Tenant Improvements

Compensation

JDE E1 Real Estate Management

To manage broker leasing commissions

Help Desk

JDE E1 CRM Call Center

Lead with JDE Helpdesk, for one help desk environment across IT and HR.

Oracle Confidential

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Real Estate Solutions Details Infrastructure Solutions Business Area

Product/Solution

Sales Strategy/ Dependencies

Customer Data Consolidation

Siebel Universal Customer Master (UCM)

Siebel UCM has best in class industry specific customer data

Product Data Consolidation

Siebel Universal Product Master

Leverage product consolidation from disparate systems

Integration Framework

Oracle Fusion Middleware with BPEL

Lead with Oracle Fusion Middleware unless not a standard at the client

Core Technology

Oracle Database 10g

Lead with Oracle tech stack unless not a standard at the client

Oracle Confidential

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Exception Scenario 1: Real Estate Companies with PeopleSoft Footprint

Oracle Confidential

Real Estate Solution Map - Recommended Solutions in Installed Base Scenarios for companies with PeopleSoft footprint

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Customer Channels Deal Flow

Marketing

Sales

Analytics

Self-Service

Service

Business Operations

Marketing Analytics Sales Analytics Service Analytics Spend Analysis

Real Estate Management

Advanced Real Estate Forecasting

Receivables

Lease Administration

Billing

Occupancy Management

Real Estate

Human Resources Financials

Corporate Administration CPM

Financials

Indirect Procurement

Facilities Management

Human Resources

Projects

Compensation

Helpdesk HR IT

Infrastructure Hubs (Product Hub)

Hubs (Customer Hub)

Integration Framework (e.g. BPEL) Technology [e.g. Database, Application Server, RAC, Oblix, Times Ten] Oracle Applications

Oracle Confidential

Real Estate Solution Map - Recommended Solutions in Installed Base Scenarios for companies with PeopleSoft footprint

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PeopleSoft Installed Business Area

Product/Solution

Sales Strategy/ Dependencies

Customer Channels

PeopleSoft CRM

Tenant management and automation of leasing processes. Solution needs to be configured with support from SI partner.

Analytics

PeopleSoft CRM and Enterprise Performance Mgt

Sell PeopleSoft CRM to handle performance analysis and pipeline forecasting. Use Enterprise Performance Management for backoffice analytics.

Oracle Confidential

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Regional Exceptions

Oracle Confidential

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General Regional Exceptions: APAC • Anywhere that a front office end user has to use multiple products / UIs, standardize on a single suite solution from Oracle or Siebel to reduce complexity and integration issues. • Help Desk – HR Help Desk should be Enterprise not Oracle in all scenarios – where both HR and IT Help Desks are required, select same suite. • Where Field Service is required select same suite for B2B and B2C. • Use Oracle CDH alone in all cases where only dedupe / Data Quality Management are required without industry specific data model. Position UCM where vertical data model is available and required by the specific account (e.g., Banking, Insurance, Communications) • Check ongoing support of Siebel OEM relationships for multi language data dedupe and merge, search engine, knowledge base, etc. Oracle Confidential

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General Regional Exceptions: EMEA • Lack of availability of products in some European languages will limit options • CDH/UCM – No Siebel → CDH – Siebel CRM for Industry Solution → UCM – Siebel CRM & FSI → UCM – Siebel CRM, public sector, Oracle apps → CDH – Siebel CRM, public sector, no Oracle apps → UCM – Siebel CRM & Industry w/o specific Siebel data model → CDH – No Siebel CRM → CDH

Oracle Confidential

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Siebel 8.0: Supported Languages • • • • • • • • • • • • • • • • • • •

Arabic Chinese - Simplified Chinese - Traditional Czech Danish Dutch English Finnish French German Hebrew Italian Japanese Korean Portuguese – Brazilian Portuguese – European Spanish Swedish Thai

Oracle Confidential

Siebel 8.0: Supported Platforms •

Database Management System – IBM DB2 UDB ESE 8.2 – IBM DB2 for z/OS 8 – IBM DB2 Connect 8.2 – MS SQL Server 2005 – Oracle 10g R2 Enterprise Server



Siebel Enterprise Server OS – MS 2003 Server (IA32) – HP-UX 11i 11.23 IPF – IBM AIX 5L 5.3 – Sun Solaris 10 (32 and 64 bit) – Red Hat Enterprise Linux 4.0 on IA32 – SuSe Linux 9.0 on IA32 – Solaris 10/x86 (web tier only)



J2EE App Servers – IBM WebSphere Application Server 6.0 – BEA WebLogic Application Server 9.0 – MS .Net (Windows 2003 Advanced Server)



Web Server – HP Apache Web Server Suite 2.0.3 – IBM HTTP Server 2.0 on AIX 5.3 – Microsoft IIS 6.0 – SuSe Apache Web Server 2.0 – Red Hat Strong Hold Web Server 2.0 – Sun ONE Web Server EE 6.1 SP 4 SPARC & IA32



HI Client IE 6.0 browser (also IE 7.0 on XP) – Windows 2000 SP 4 – Windows XP Professional SP2 – Windows XP Tablet PC Edition



SI Client compliant with HTTP 1.1, HTML 4.0, JavaScript 4.1 – Windows 2000 – Windows XP – Windows 98 – Windows ME – Solaris 10 – Macintosh OS X 10.3 – SuSe Linux SuSe

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Oracle Confidential