Siebel: Fundamentals for Business Analysts (Siebel 8.0)

Course Overview

Siebel 8.0 Fundamentals for Business Analysts examines Siebel applications in two dimensions. The first dimension, breadth, is covered two days of the course where students become familiar with the defining features of Siebel applications, such as Siebel Sales, Siebel Call Center, and Siebel Field Service. Students also explore Siebel automation options, such as Siebel Workflow, Assignment Manager, and Task UI. All of this exploration is reinforced with hands-on exercises with Siebel applications.

The second dimension, depth, is provided in the last three days of technical training, which provides business analysts knowledge and skills they need to participate in a Siebel implementation project. Students come away from the course with an appreciation of the logical structure of Siebel applications. Students explore key topics, such as the Siebel Web architecture, data access, and implementation best practices. In the final half of this technical section of this course, students use Siebel Tools to explore application customizations. Key topics include modifying the business logic and user interface to Siebel applications and using Siebel automation.

• Navigate Siebel applications
• Use a wide range of Siebel application functionality
• Translate user requirements into technical specifications
• Explore application configuration options using Siebel Tools

Audience

• Business Analysts
• Project Manager
• Technical Consultant

Prerequisites

• Navigating Siebel 8.0 Applications Self-Study CD Course

Skills Gained

• Navigate and work with data in Siebel applications
• Use common Siebel business entities
• Use Siebel Sales features, such as forecasting, global accounts, and territory management
• Use Siebel Call Center features, such as CTI, SmartScripts, and Service Analytics
• Use Siebel Field Service features, such as Dispatch Board, Assets, and Warranties
• Describe best practices for a Siebel implementation project
• List the components of the Siebel Web architecture
• Control access to views and customer data in a Siebel application
• Create a company structure
• Use Siebel Tools to examine object definitions
• Describe how business and UI layer objects can be modified to meet user requirements
• Use Siebel Workflow, Assignment Manager, and Task UI to meet user automation requirements
• Create iHelp items to assist users
• Specify global deployment options for a Siebel application

Course Outline

Navigating and Working with Data in the Siebel Interface

• Introducing Siebel CRM Applications
• Navigating Siebel applications
• Creating, modifying, and deleting records
• Querying for data

Common Siebel Business Entities

• Representing customers with Accounts and Contacts
• Describing tasks with Activities
• Defining sales-related objects with Opportunities and Quotes
• Resolving customer issues with Service Requests
• Using Siebel business entities to implement business practices

Siebel Application Functionality

• Siebel Sales scenario: Opportunity Management
• Siebel Sales scenario: Forecasting
• Other Siebel Sales Features
• Siebel Call Center: service scenario
• Siebel Call Center features (SmartScripts, Service Analytics, Hotelling and Multi-tenancy)
• Siebel Field Service scenario
• Assets and Warranties

Siebel Automation and Other Application Features

• Siebel Workflow
• Siebel Assignment Manager
• Siebel Task UI
• Other features (Siebel Search, Audit Trail, Reports, iHelp, Siebel Tools)

Exploring the Siebel Architecture

• Server-side components of the Siebel Web Architecture
• Siebel client types

Access Control

• Securing Siebel Applications
• Controlling access to views
• Controlling access to customer data
• Creating a company structure

Exploring the Siebel Application Architecture

• Understanding object definitions behind the Siebel user interface (UI)
• Examining object definitions with Siebel Tools

Specifying Siebel Application Customizations

• The Siebel Data Model
• Siebel business components
• Siebel business objects
• Picklists and multi-value groups
• Customizing UI elements

Specifying Siebel Automation

• Defining Siebel Workflow
• Using Assignment Manager to assign records
• Automating user interactions with Task UI

Follow On Courses

• Customer Order Management: Quote to Order (Siebel 7.8)