SIEBEL 7.

0 SFA UPGRADE

Overview
Case Study
A major corporation was using Siebel 6.3 for eCommunications. The initial deployment encoun-
tered significant challenges that caught the organization off-guard. While they had achieved
reasonable user acceptance and usage throughout the business, the full benefits and ROI were
not being achieved from the initial implementation of Siebel.

They wanted to evaluate a move to Siebel 7.0 to leverage key upgrades to the product. An in
depth evaluation would determine the cost and functional benefits of upgrading against usage,
and ROI. The client understand that the 7.0 upgrade was significant from an architectural point
of view and that it would benefit them in by reducing the total cost of ownership of running
these applications in the long run. However, they wanted real returns for the users and their
business that could be quickly achieved. What they needed to achieve this was a delivery part-
ner who was multi-functional and understood Siebel Configuration, Siebel’s Interface architec-
ture, Siebel Visual Basic/eScript and web development skills (HTML, Javascript), and how Siebel
was used and integrated into the organization. The answer was obvious: iRevolution Consulting.

Approach

EVALUATION PHASE
Challenges In order to meet the client’s objectives the first phase was to identify the upgrade
iRevolution had been assisting XYZ as of recent impact and the work effort, iRevolution and its team of Siebel experts:
and resolved the difficulties they had encoun-
tered in the past with their current deployment.
• Interviewed and measured the business users’ usage and acceptance of current deploy-
ment
The investment in the upgrade had to provide
some real Return on Investment. • Understood the new business requirements and how this could be leveraged into the new
functionality of the upgrade
• At the start usage by the organization
had been slow with an increasing mo- • Evaluated the current customization in the Siebel repository and how these could be ei-
mentum. It was not acceptable for the ther used in an ‘Out of box’ Siebel 7 or if not what were the efforts required
upgrade to change this movement • Full work definition of the upgrade with milestone stages
• Wanting to use this upgrade to instill • Measurement of the benefits of the upgrade against client's financial modeling to evalu-
new work models ate ROI
• Understanding the 200 enhancements in
the new release and what could be util- DELIVERY PHASE
ized in this deployment without exten- In the upgrade phase, iRevolution delivered according to the road map defined in
sive customization
the fist phase:
• Develop a clear strategy for the upgrade
• Redesign of the user interface through the Siebel upgrade engine, script migration, migra-
with full description of costs and time-
tion of data interface to new version
lines
• Use the understanding of the future processes and gap analysis to build quote-to-order
• Delivering the upgrade deployment by
and sales process changes into the new system
leveraging the best possible resources
available who also demonstrated past • Migrated all historical order information and provided support for MACDs of historical
experience orders in the new system
• Migrated reports into the new server-based reporting engine
• Training developed to show the users the changes within the Siebel environment and just
as important any changes to business processes.

iRevolution Consulting
Calgary Toronto Dallas San Francisco India
www.irevolutionconsulting.com
 SIEBEL 7.0 SFA UPGRADE

Results Some of the key success

With iRevolution’s experience in designing, configuring and rolling out
factors throughout the life-
the Siebel 7 environment, the client was able to achieve: cycle of the project and be-
yond:
· A clear understanding of project objectives with a well defined
timeline, benefits to organization and ROI before the start of the project • The Corporation under-
· During the upgrade project, the multiple milestone staging proc- stand the benefits of
ess allowed for the business to migrate smoothly to the new system at the upgrade and set ap-
the end of the upgrade propriate expectations
· Satisfied business users who are being trained on new process within the business unit
models with a solution that matches their business.
• The added functionality
was welcomed by the
user and increased us-
age for the long run
Client Quote • Investment into Siebel
is providing real busi-
“When we were unsatisfied with our existing Siebel provider, iRevolution was ness returns
able to step in and get our CRM investment back on track by quickly deliver-
ing functionality at a fraction of the cost.

By leveraging their rapid implementation methodology and intimate knowledge

of our business, iRevolution has continuously delivered beyond our expectations
and have become an integral part of Bell West’s sales and marketing team.
From small beginnings, iRevolution is now responsible for every major Siebel
initiative within our company and will be into the future.

If you are an organization in the process of implementing Siebel, I strongly rec-

ommend that you consider iRevolution if you are concerned about maximizing
the return on your investment.”

CIO of Bell West

iRevolution is an internationally recognized consulting firm that specializes in the cost-

effective planning, design, development, deployment, integration and support of Customer
Relationship Management (CRM) and Employee Relationship Management (ERM) solutions
for leading enterprises worldwide.

By combining global research, industry best practices, proven technologies, world-class

technical expertise, and an intimate understanding of business processes, we enable our
clients to effectively people, process and technology resulting in sustainable strategic
value for their organization.

iRevolution Consulting
Calgary Toronto Dallas San Francisco India
www.irevolutionconsulting.com