socialnow presentation

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1 | © 2011 Oracle Corporation Peter Reiser Social Business Evangelist Oracle Corporation Email: [email protected] Twitter: @peterreiser SocialNow Oracle WebCenter Collaborative Project Work

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Presentation of an end-to-end project collaboration use case using WebCenter. This presentation was given at the SocialNow conference in Opporto on June 27th 2012

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  • 1. SocialNowOracle WebCenter Collaborative Project WorkPeter ReiserSocial Business EvangelistOracle CorporationEmail: [email protected] | Twitter: @peterreiser 2011 Oracle Corporation

2. Oracle Safe Harbor StatementThe following is intended to outline our general product direction. It isintended for information purposes only, and may not be incorporatedinto any contract. It is not a commitment to deliver any material, code,or functionality, and should not be relied upon in making purchasingdecisions.The development, release, and timing of any features or functionalitydescribed for Oracles products remains at the sole discretion of Oracle.2 | 2011 Oracle Corporation 3. Oracle WebCenterEngage Your Customers. Empower Your Business.Oracle WebCenter is the engagementplatform powering exceptional experiencesfor employees, partners and customers. Drive sales and loyalty with engaging cross-channelonline experiences Provide a single point of access with self-serviceportals and application dashboards Enhance productivity with social collaboration Ensure timely, relevant and accurate information withenterprise content management3 | 2011 Oracle Corporation 4. Use Case FlowServiceContract ContractCRM Project proposalApprovalSigning opportunity Collaboration requestJoe Customer Bob - Sales Bob Sales Joel FinanceJoe Customer Julia Pre Sales Doug - Service Expert 4 | 2011 Oracle Corporation 5. Service proposal requestJoe Customer Joe want to get a proposal for proactive maintenance service for their cable modem products theybought previously from Cablinc. Joe logs into the Cablinc public site and the services related of his installed base infrastructure isshown. Joe is requesting a proposal for a proactive maintenance service SLA5 | 2011 Oracle Corporation 6. CRM opportunityBob Sales The Request for Proposal automatically generates an opportunity in CRM and theresponsible Sales Representative Bob gets automatically assigned Bob checks the opportunity and changes the opportunity sales stage to Started6 | 2011 Oracle Corporation 7. Collaboration Space creationA project collaboration space is created and all related resources are automatically added Document: Contract, SLA agreement (all customer data are pre-populated in the documents) People: Bob Sales, Julia PreSales, Dough Service, Joel Finance are automatically added to theproject space Initial workflows and project plan are automatically created Community Message Board Business Activity Stream: shows related business process events7 | 2011 Oracle Corporation 8. Automated space creation8 | 2011 Oracle Corporation 9. Team CollaborationBob Sales Bob checks task list, reviews contract document Bob ask Doug to review SLA Bob ask Julia to review services status calls and documents9 | 2011 Oracle Corporation 10. Team Collaboration Doug Service Specialist Doug uses iPhone Client to review the SLA document Doug adds Comment via iPhone10 | 2011 Oracle Corporation 11. Team Collaboration Julia PreSales Julia checks status of customer and chats with a service rep to get latest service updates Julia reviews the contract and SLA Julia asked Joel from Finance to approve contract11 | 2011 Oracle Corporation 12. Financial Approval Joel Finance Contract workflow approval process is started Joel Finance approves Contract Contract & SLA documents are moved under Enterprise Records Management12 | 2011 Oracle Corporation 13. Contract signing Joe Customer Joe receives an email with a link to the Contract Joe logs into the public site and reviews Contract and SLA Joe electronically signs Contract All related documents are stored in the Enterprise Record Management System13 | 2011 Oracle Corporation 14. Oracle WebCenter Solutions Exceptional Experiences for Employees, Partners & Customers ENGAGE YOUREMPOWER YOUR BUSINESSCUSTOMERS Online presence Paper-intensive Social collaboration &transformation process automationcontent sharing Marketing and Enterprise content Self-service extranetsself-service sites consolidation & intranets Customer experience Application & processusing the online dashboardschannel14 | 2011 Oracle Corporation 15. Questions? Email: [email protected] Blog: http://blogs.oracle.com/peterreiser Twitter: @peterreiser15 | 2011 Oracle Corporation