Excel Integration Discussion 5-14-08

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Excel Integration Discussion 5-14-08
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Agenda

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

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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)

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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.
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EndDetails and info slides follow
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Requirements - user
ST Server Tech ADFdi provides a solution,
partially provides a solution, or Not in ST
means it doesnt have the function at present
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What is the user impact if Excel Integration is
moved out of Fusion V1 ?
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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.
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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)

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Query saved and advanced searchApril design
1.
2.
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Query saved and advanced search
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3. Template administration April design
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Appendix B detailed timelines Milestones CRM
future consumers
2007
2008
Q4
Q1
Q2
Q3
Q4
DEC
OCT
NOV
MAR
JAN
FEB
JUN
APR
MAY
SEP
JUL
AUG
DEC
OCT
NOV
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
Manage Reference
Excel Integration
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
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Requirements application and admin.
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Excel tools and competitive comparison
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Excel tools and competitive comparison
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Essbase tool shot Example parentchild
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Essbase Excel form Example data entry Forecast50
in Jan
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Essbase Excel form Example sheet with value
updated
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Simple Export in Fusion
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Export with options in Fusion
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ADF Export to Excel
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ADFdi CRM Excel Integration access from UI
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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 Bhatts 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

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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 scenarios
• Support solutions on any bugs found, or fixes
  required specific to EI

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

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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
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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 email,
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.
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• 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

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Fusion V1 customer -Territory Management Use
Cases
Territory data work in Excel
Customers to named account groups in Excel
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Sales Forecasting
2007
2008
Q4
Q1
Q2
Q3
Q4
DEC
OCT
NOV
MAR
JAN
FEB
JUN
APR
MAY
SEP
JUL
AUG
DEC
OCT
NOV
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
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Opportunity Management
2007
2008
Q4
Q1
Q2
Q3
Q4
DEC
OCT
NOV
MAR
JAN
FEB
JUN
APR
MAY
SEP
JUL
AUG
DEC
OCT
NOV
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
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Marketing Planning
2007
2008
Q4
Q1
Q2
Q3
Q4
DEC
OCT
NOV
MAR
JAN
FEB
JUN
APR
MAY
SEP
JUL
AUG
DEC
OCT
NOV
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
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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 reqs, (Excel 2007)
Fusion Oracle technology stack (JDev, etc.)
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ADF Desktop Integration - Excel
Client
Excel Object Model
JSR 227 (ADFm)
JSR 170
Server
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Excerpt from Oracle Fusion Middleware Desktop
Integration Developer's Guide for Oracle
Application Development Framework11g Release 1
(11.1.1) E10139-01

• 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.

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Microsoft CRM Dynamic Screenshot
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Hot-Pluggable With Existing IT Investments
PORTALS
APPLICATIONS
DESKTOP TOOLS
DATA MINING
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
SECURITY
DATA ACCESS
DATA INTEGRATION
Oracle Kerberos iPlanet MSFT AD Novell Custom
Others...
Oracle RDBMS Oracle OLAP Option Microsoft SQL
Server Microsoft Analysis Services IBM
DB2 Teradata Essbase SAP BW XML, Excel, Text
Oracle Data Integrator (Sunopsis) Oracle
Warehouse Builder Informatica Ascential Others...
From From Operational Excellence to Management
Excellence by Thomas Oestreich, Senior Director
EPM Concepts and Strategy
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Architecture - WebADI
From webADI S1847_John_Richardson.ppt
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Additional Territory Management Info from FDD
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Siebel 8.0 Excel integration
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Additional integration concepts
SharePoint 2007
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Additional Data sources

• Territory Management Project Plan and (Roadmap ?)
• http//files.oraclecorp.com/content/AllPublic/Shar
  edFolders/Fusion20Deliverables-Public/CRM/Sales/O
  racle20Territory20Management/Functional20Design
  /Territory20Admin2020Maint20through20Excel20
  FDD.doc
• TM Demo gt http//files.oraclecorp.com/content/MyS
  haredFolders/Fusion20MOT/FDI20PoC/Prototype20-
  20Demo202/FDITerrApp_24Sep_Demo.zip
• Revenue Management
• http//files.oraclecorp.com/content/AllPublic/Shar
  edFolders/Fusion20Deliverables-Public/CRM/Sales/O
  racle20Opportunity20Management/Functional20Desi
  gn/CRM_MOO_Revenue_Mangement_FDD.doc
• Opportunity Management
• http//files.oraclecorp.com/content/AllPublic/Shar
  edFolders/Fusion20Deliverables-Public/CRM/Sales/O
  racle20Opportunity20Management/Functional20Desi
  gn/CRM_MOO_Manage20Opportunity202620Sales20Ac
  tivity_FDD.doc
• Sandhya Bhats teams test planning TWDD

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End