Beruflich Dokumente
Kultur Dokumente
by Lawrence Miller
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SaaS For Dummies®, 2nd Oracle Special Edition
Published by
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Copyright © 2018 by John Wiley & Sons, Inc., Hoboken, New Jersey
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Introduction
S
oftware as a Service (SaaS) allows users to subscribe to
and se a lication soft are in the clo d. A modern
clo d s ite ro ides com lete soft are for yo r entire
siness so that yo can s scri e to certain SaaS a lica-
tions as needed, s ch as acco ntin , HR, marketin , roject
mana ement, sales mana ement, ser ice, and s ly chain.
Foolish Assumptions
It has een said that most ass m tions ha e o tli ed their
selessness, t e ass me a fe thin s nonetheless
1
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» We assume that your business is facing new
challenges in today’s dynamic global environment
with higher-than-ever expectations from custom-
ers, employees, and partners.
2
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IN THIS CHAPTER
» Embracing change and
disruption
» Staying agile in the face
of competition
» Delivering an exceptional
customer experience
» Taking on new responsibilities
hapter 1
Recognizing
Modern Business
Challenges and
Opportunities
3
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Understanding Digital
Disruption
In an age when rapidly developing technology is driving
seismic change and disruption, businesses are faced with
a stark choice: Embrace the accelerated pace of change or
risk s cc m in to it. Clo d technolo y itself a
rimary so rce of disr tion o ers or ani ations of
any si e and in any ind stry a latform for s ccessf l
transformation and sustained growth.
4
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Recognizing Competitive
Pressure
Today’s competitive environment is more intense and
fast-paced than ever before. The cloud has fueled new
siness models s ch as Net i and U er and
toppled many traditional brick-and-mortar business
models s ch as the ins rance and soft are ind stries.
At the same time, the cloud has helped tear down entry
barriers for all businesses and all industries.
Meeting Consumer
Expectations
The c stomer e erience has also ecome more critical
than ever before. Digital disruption and competitive pres-
s re oth lay a role in dri in cons mer e ectations.
5
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Di ital disr tion has e i ed cons mers ith ast
amounts of information, including social media reviews
a o t rod cts, ser ices, and sinesses literally at
their n erti s.
7
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is strictly prohibited.
8
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is strictly prohibited.
IN THIS CHAPTER
» Selling more effectively
» Marketing with intelligence
» Delivering exceptional customer
service
» Keeping top employees
» Moving beyond traditional
finance
» Managing the supply chain
hapter 2
Empowering
Business Managers
with SaaS Solutions
T
his chapter explores how cloud-based solutions
can help department heads and line of business
(LOB) managers transform their organizations
with Software as a Service (SaaS)–based solutions
desi ned for their s eci c siness f nctions.
9
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Getting Sold on the Cloud
Few professionals need the mobility and interconnectiv-
ity of the clo d more than those in sales. They tend to e
on the go all the time, away from desks, in airports, on
trains, at co ee sho s, in ros ects lo ies. They need
to access a hole lot of st , and they need access on
their la to s, their ta lets, and their hones. Clo d
based sales force automation (SFA) solutions provide
everything a salesperson needs to stay productive and
sh deals for ard.
10
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Imagine what would happen if you could
magically show up to coach a salesperson
while an issue is still top-of-mind, perhaps
e en still occ rrin Wo ldn t that e a lot
more e ecti e than discernin a ro lem
hile readin an after the fact re ort
11
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» Creating a plan: Move past gut decisions and use
arti cial intelligence and machine learning
to guide selling actions. Build a sales plan that
your team can take out and pursue for a big
win. et the right goals and incentives, and
use cloud-based intelligence for territory
management.
Leveraging Powerful
Marketing Advantages
As tailored marketing becomes more of a reality, cus-
tomers seem to be increasingly expecting a more person-
ali ed marketin e erience. They re losin atience
ith in asi e marketin tactics that don t address their
immediate concerns and needs. Com anies that meet the
12
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challenge of making personal connections are creating
more im actf l and satisfyin c stomer e eriences
and increasin their sales. C stomers ill i e yo r rand
permission to market to them if you provide a worth-
hile c stomer e erience.
13
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with a boatload of data, which means you need a way to
a re ate and analy e that data.
14
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is strictly prohibited.
» Connect marketing and sales. When it comes to
marketing, ensure that the sales and
marketing teams are on the same page and a
single platform, so that everyone’s onboard with
the same goals, strategies, and metrics. o a more
e ective ob of identifying, engaging, and ualifying
potential buyers before passing them along to
sales as leads.
15
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great product, deliver a stellar shopping and buying expe-
rience, but then drop the ball on service, and your loyal
c stomer ad ocate may ecome a social media ni htmare.
16
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is strictly prohibited.
» Get it together. Unify all your customer service
touch points to better understand customer needs.
ring contact center, eld service, web, mobile, and
social onto the same cloud-based solution so that
service agents have a 360-degree view of the
customer, in a single, uni ed desktop integrated
with other critical systems.
17
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» Foster customer advocacy. View service as the
nursery for establishing and building customer
advocacy. An exceptional and personalized service
experience, delivered through preferred channels,
can have more impact than anything else on
getting customers to recommend your company
and refer others in your direction.
18
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Finding and Retaining
Top Talent
Are yo a h man reso rces leader or a miracle orker
Odds are yo re e ected to e oth these days. E ec -
ti es ant yo to increase o erational efficiency and c t
costs, all hile streamlinin core HR f nctions.
19
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So, what can a world-class HR cloud solution do for your
com any Here are some tho hts
20
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» Make information easy to access. Serve up HR
applications and information wherever your sta
might be, no matter what kind of electronic device
they might have in their hands.
21
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» Create a high-performance culture. Align personal
goals with the corporate strategies and targets, and
give employees social tools for networking,
collaborating, and encouraging one another.
UNIFYING FINANCE
AND HR
The need for closer collaboration between
nance and has never been more important.
inance has become the co-pilot to the business,
providing the forward-looking guidance man-
agement needs to maximi e the next market
opportunity. HR plays an essential role in ensur-
ing that the business has the talent it needs to
execute on digital strategies, and create an agile
company culture.
22
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is strictly prohibited.
transformation and unlock new bene ts. mong
nance and respondents, percent
reported improved process uality, percent
reported better data uality, percent reported
more collaboration, and percent reported
better organization improvement.
23
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Fueling Financial Excellence
Today, CFOs ser e as a so rce for ne insi hts dri en y
data and analysis of o erations. They re orkin closely
with business line leaders to solve old challenges and
identify ne o ort nities. CFOs ha e al ays looked to
technolo y to a tomate, t today they re increasin ly
fans of technology as a vehicle for driving value across
the or ani ation.
24
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» Streamline the financial close. Use the cloud to
gain visibility into sub-ledgers across the organi ation,
streamline account reconciliations, and dramatically
reduce the time and cost to complete a close.
25
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» Turn technology upside-down. on’t fear
disruptive change; embrace it and turn it into an
asset. eplace traditional nance tools especially
spreadsheets and third-party reporting tools
with cloud solutions to modernize the organization
and enable it to respond more nimbly to change.
26
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is strictly prohibited.
» Keep a closer eye on process complexity. Use
the cloud to more intelligently monitor processes,
reduce errors, streamline inefficiencies, stamp out
rogue behavior, and as a result, improve the
bottom line.
27
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» Get a handle on projects. oad pro ect data into
the cloud so that all decisions are based on a single
set of facts. Get project team members onto the
same collaborative page with mobile and social
tools. ine up pro ect resources and schedules in
the cloud to maximize productivity.
28
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is strictly prohibited.
chain and siness o eratin models. Ne er ha e e seen
the availability of real-time data and visibility to support
an end to end siness s o erations. The estion is
hether this is ein e ecti ely a lied across the eo-
ple, process, and technology elements to transform the
siness s com etiti e ca a ilities. For e am le
• Customers
• Buyers
• Sellers
• Suppliers
• Manufacturers
• istributors
29
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is strictly prohibited.
• Financial institutions
• Contract manufacturers
30
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is strictly prohibited.
Look for the following features and capabilities in a
s ly chain mana ement SCM sol tion for yo r
business:
31
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» Enable comprehensive materials management.
et access to complete receiving, inventory manage-
ment, and shipping information to optimi e and
balance the supply and demand network.
32
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» Improve supplier collaboration. Collaboratively
achieve contract manufacturer compliance and
alignment, and track supplier commitments to your
business plans. Enable collaboration that will
enhance supplier and demand responsiveness
reliability.
33
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is strictly prohibited.
34
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is strictly prohibited.
IN THIS CHAPTER
» Unifying your business with a
complete solution
» Enabling innovation
» Keeping your apps and data
secure
» Selling the cloud to your business
hapter 3
Transforming Your
Business with SaaS
O
ne of the great advantages of the cloud is that
you can get started in just minutes. Of course,
that can also e a si ni cant disad anta e.
Without a well-planned cloud strategy, many organiza-
tions nd that indi id al line of siness mana ers and
em loyees often nd their o n Soft are as a Ser ice
SaaS sol tions in the clo d. Those sol tions may not
necessarily integrate with other important applications
in your business, may have limited functionality, and,
worse yet, may not be secure or compliant.
35
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is strictly prohibited.
In this chapter, we look at some important things to
consider when choosing a cloud provider to help your
organization plan its journey to the cloud.
36
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entire business. In a digitally competitive organization,
all departments must be able to easily share information
and collaborate seamlessly. Individual departments must
be able to make important decisions based on the best
real-time data available from across the organization.
Accelerating Transformation
and Innovation
An innovative cloud suite enables you to transform
and future-proof your business in important ways:
37
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» You can future-proof your business and access leading-
edge applications, such as arti cial intelligence or
Internet of Things (IoT), that complement your SaaS
applications and are easy to use, easy to connect, and
easy to adjust, to produce even better outcomes
faster for your business.
38
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There are se eral im ortant ene ts of s scri in to a
trusted cloud. First, you can lower your risk by trusting
proven viable cloud security experts to manage the secu-
rity of your data in the cloud. Most organizations don’t
have the broad expertise or economies of scale to manage
sec rity e ecti ely in today s ra idly e ol in threat
landsca e. Second, a ro en clo d can hel yo transform
and standardize processes quickly on a global scale.
39
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For some organizations, where their data is stored mat-
ters. From a regulatory perspective, it might not be
acceptable for your applications and data to be hosted in
other co ntries or certain re ions. Th s, yo need a
proven cloud provider with data centers around the world
so that you can build a global cloud solution that works
seamlessly and securely for your organization, while still
complying with regulatory requirements in the various
parts of the world in which you do business.
40
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Making the Business Case
for the Cloud
There are lenty of com ellin reasons to e lore clo d
sol tions reasons that make IT eo le ha y, reasons
that please business managers, and reasons that satisfy
customers. Ultimately, if you’re considering a cloud-
based solution, you’ll need to make a strong business case.
41
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In today’s fast-paced competitive environment, being
agile and scalable is essential. Being able to be what the
customer expects and requires is critical. Dazzling your
prospects with capabilities they didn’t even know they
wanted can be a game-changer. For most businesses,
that’s a far more compelling argument than simply sav-
in money on IT hard are.
42
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IN THIS CHAPTER
» Modernizing your business apps
» Working together with
on-premises apps
» Being social and going mobile
» Deploying the future today
hapter 4
Choosing Your Path
to the Cloud
P
art of the beauty of Software as a Service (SaaS) is
that it’s easy to get started. But it’s also prudent to
look (and plan) before you leap! In this chapter, we
walk you through a simple four-step process to help you
et started on yo r jo rney to the clo d ith minimal
turbulence.
43
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Modernize Your Business
with SaaS
The days of purchasing perpetual licenses for monolithic
applications requiring complex on-premises systems,
extensive user training, troublesome upgrades, meticu-
lous capacity planning, and ongoing maintenance and
support are quickly becoming a relic of the past.
44
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SaaS cloud provider and delivered continuously to
ensure you always have the latest features and
most secure apps.
46
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Enable Apps to Leverage
Emerging Technologies
Finally, SaaS apps are uniquely positioned to leverage the
vast amounts of data, ubiquitous connectivity, and limit-
less com te ca acity of the clo d all necessary to take
advantage of new and emerging technologies such as big
data analytics, arti cial intelli ence AI , machine learn-
ing (ML), virtual reality (VR), augmented reality (AR),
and the Internet of Things (IoT).
47
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48
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is strictly prohibited.
IN THIS CHAPTER
» Planning a complete cloud
solution
» Enabling continuous innovation
» Relying on a proven, trusted
cloud
hapter 5
Ten (Or So)
Important
Questions to Ask
Your SaaS Provider
W
hether yo re takin yo r rst ste s on yo r
journey to the cloud or further evolving your
or ani ation s clo d strate y, yo need to
caref lly e al ate the many di erent Soft are as a Ser ice
SaaS o erin s from lic clo d ser ice ro iders. Here
49
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are some estions yo sho ld ask to hel yo determine
if a SaaS clo d ro ider o ers a com lete, f t re roof,
and tr sted, sol tion to transform yo r siness.
50
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all or nothin acka e deal after all, e re talkin a o t
the clo d, not ca le TV Yo r clo d ro ider sho ld allo
yo to s scri e to indi id al SaaS a lications incremen
tally as yo r or ani ation ro s and yo r siness needs
chan e, ayin only for hat yo se and dynamically
scalin or do n as the siness en ironment chan es.
52
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o er a i ict re men or a store
of modern a lication ser ices to satisfy yo r
siness needs.
53
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Are They Proven and
Trusted?
Tr st is aramo nt in choosin a clo d artner not
j st for yo r o n data, t also for the data o ned y
yo r end c stomers. Accordin to a re ort from the Econ
omist Intelli ence Unit, ercent of e ec ti es say their
c stomers are illin to share ersonal information s ch
as name, contact information, and demo ra hic details
ith their tr sted endors.
54
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» Preventive controls designed to block unauthorized
access to sensitive systems and data
55
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Yo r siness may ha e s eci c re irements for data to
e stored in m lti le data centers se arated y a mini
m m hysical distance for red ndancy and disaster
reco ery. Or, yo may e re ired to store and rocess
yo r data ithin a s eci c co ntry or re ion, de endin
on di erent data ri acy, data so erei nty, and data res
idency re lations.
56
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Glossary
application programming interface (API): A set of
protocols, routines, and tools used to develop and
integrate applications.
57
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chatbot: A computer program designed to simulate
conversation with human users, especially over the
Internet.
58
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enterprise resource planning (ERP): Business process
management software that uses a system of integrated
applications to manage a business and automate various
ack office f nctions s ch as nance, h man reso rces,
and inventory control.
59
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Internet of Things (IoT): The network of interconnected
“smart” physical devices such as vehicles, home appli-
ances, security systems, sensors, cameras, industrial
equipment, biotechnology, and others.
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typically includes penalties for noncompliance, such as
credits or refunds.
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