Siebel 8.1.x Business Analyst

This course examines Siebel applications in two dimensions. The first dimension, breadth, is covered in the first two days of the course where students become familiar with the defining features of Siebel applications, such as Siebel Sales and Siebel Call Center. 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 and data access. 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.

Learn To:

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

Benefits To You

Business analysts can acquire the technical skills and Siebel application knowledge to translate user and process requirements into detailed technical specifications for your implementation team. This in turn will help ensure a smoother implementation that meets your business needs.
Audience

• Business Analysts
• Project Manager

Course Topics Using Siebel CRM

• Introducing Siebel CRM Applications
• Navigating
• Working with Data in the Siebel User Interface

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 Features

• Siebel Sales scenario: Opportunity Management
• Siebel Sales scenario: Forecasting
• Remote, TAS, Sales Methodologies
• Siebel Call Center: service scenario
• Email Response, SmartScript, Hoteling, and Multi-Tenancy

Other Siebel Features

• iHelp
• Inbox
• Reports
• Audit Trail
• Search
• Administration

Technical Topics

• Architecture
• Security
• Access Control
• Siebel Tools
• Data Model
• Workflow
• Assignment Manager
• Task UI

Deployment Considerations

• Global Deployment
• Integration Options

Course Objectives

• Use common Siebel Call Center features
• Describe common Siebel integration techniques
• Describe global deployment options
• 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
• Describe Siebel automation options
• Navigate and work with data in Siebel applications
• Use common Siebel business entities
• Use common Siebel Sales features