Siebel 8.

0 Fundamentals for Business Analysts

Module i: Siebel 8.0 Fundamentals for Business Analysts Training

i
Copyright 2007, Oracle. All rights reserved.

Module Agenda

This module provides an introduction to the:

Instructor and class participants Training site information Course:

Audience Prerequisites Goal Objectives Methodology Materials Agenda

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Instructor and Class Participants

Who are you?

Name Company Role

What is your prior experience?

Siebel Applications Relational database Business analysis

How do you expect to benefit from this course?

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Training Site Information

Bathrooms

Class duration and breaks

Telephones

Meals and refreshments

Fire Exits

Questions?

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Course Audience

This course is designed for:

Business analysts Other implementation team members responsible for translating user and company requirements to technical specifications

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Course Prerequisites

Basic Windows or NT navigation and file-management skills Familiarity with basic business analysis concepts, such as requirements gathering and gap analysis

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Course Goal

To enable participants to specify requirements as part of a Siebel implementation project

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Course Objectives

Navigate the Siebel application user interface Work with common Siebel business entities Use basic functionality of Siebel Sales, Siebel Call Center, and Siebel Field Service Describe Siebel automation options Describe the components of the Siebel Web architecture Control access to customer data and application views Create a company structure in a Siebel application Use Siebel Tools to explore the Siebel application architecture Specify Siebel customizations in the data, business, and user interface layers Use Siebel iHelp to assist application users Describe global deployment issues
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Copyright 2007, Oracle. All rights reserved.

Course Methodology

Subject matter is delivered via:

Lecture and slide presentations Software demonstrations Class discussions Hands-on labs

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Course Materials

Student Guide
All slides presented during lecture Notes that point to Siebel Bookshelf references

Lab Guide
Hands-on lab exercises and solutions

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Major Segments of Course

This course has two major segments:

Functional segment

Covers the functionality of Siebel applications Focuses on exploring a wide range of application features

Technical segment

Covers the underlying components and technology in Siebel applications Prepares BAs to participate in Siebel implementation project

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Overview of Course Flow

2. Common Siebel Business Entities

1. Using Siebel CRM

3. ApplicationSpecific Functionality

4. Other Siebel Features

5. Siebel Architecture

6. Access Control

7. Siebel Application Architecture

8. Configuring Siebel Applications

9. Specifying Siebel Automation Options

10. Global Deployment

Functional Segment

Technical Segment

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Course Agenda
Functional Segment Using Siebel CRM
1: Introducing Siebel Applications 2: Using the Siebel Web Client 3: Working with Data in the Siebel User Interface

Common Siebel Business Entities

4: Introducing Common Siebel Business Entities 5: Using Siebel Business Entities

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Course Agenda Continued

Functional Segment (continued) Application-Specific Functionality
6: Siebel Sales Functionality 7: Siebel Call Center Functionality 8: Siebel Field Service Functionality

Other Siebel Features

9: Siebel Automation Features 10: Other Siebel CRM Features 11: Implementing Siebel Applications

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Course Agenda Continued

Technical Segment Siebel Architecture
12: Exploring the Siebel Architecture

Access Control
13: Securing Siebel Applications 14: Controlling Access to Views 15: Controlling Access to Customer Data 16: Creating the Company Structure

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Course Agenda Continued

Technical Segment (continued) Siebel Application Architecture
17: Understanding Object Definitions Behind a Siebel Application 18: Using Siebel Tools to Examine Object Definitions

Configuring Siebel Applications

19: The Siebel Data Model 20: Siebel Business Components 21: Siebel Business Objects 22: Picklists and Multi-Value Groups 23: Customizing UI Elements

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Course Agenda Continued

Technical Segment (continued) Siebel Automation Options
24: Siebel Workflow 25: Siebel Assignment Manager 26: Siebel Task UI

Deployment Considerations
27: Assisting Users with Siebel iHelp 28: Preparing for a Global Deployment

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