How to Transform the Entire Siebel UI in 6-9 Months - November 11, 2020 - Siebel Transformation 2021
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How to Transform
the Entire Siebel UI
in 6-9 Months
November 11, 2020
The final component that makes your Siebel the best non-SaaS CRM platform
Configurability User Experience
Industry specific data Transforming Open UI and
model with powerful making Siebel great looking
configuration options and easy to use application
Integrations Business Agility
Improved REST and new Reduced deployments risks
Kafka streaming in addition and costs with the new
to EIM, XML, SOAP Siebel Cloud Native
Architecture
Business benefits of Siebel UX transformation
1 3
2 4
TYPICAL UX ISSUES IMMEDIATE IMPACT
• Too many clicks to • Improved user-productivity
complete key tasks • Increased system adoption
• Overwhelming number • Less effort required for
of fields SIEBEL UX onboarding
• Long time to learn TRANSFORMATION LONGER-TERM IMPACT
• More efficient business processes
• Increased employee engagement
• Improved end-customer
experience
Sample Business Metric affected by UX improvements
PROCESS EFFICIENCY CUSTOMERS SATISFACTION EMPLOYEES SATISFACTION
• Opportunity Cycle Time • Voluntary Attrition
SALES
• Deal Win Rate
• Sales Pipeline Volume • Employee Satisfaction
• Net Promoter Score
• Number of clients meetings • System Usability Scale
BACKOFFICE
• Case Handling Time • Voluntary Attrition
• Number of complaints
• Backlog Size • Employee Satisfaction
• Net Promoter Score
• SLA Metrics • System Usability Scale
CALL CENTER
• Average Talk Time • Voluntary Attrition
• Number of complaints
• After Call Work • Employee Satisfaction
• Net Promoter Score
• First Contact Resolution • System Usability Scale
Transform the entire Siebel UI with 3 people team in 6 to 9 months time
Nexus Sprints
Design Thinking based
methodology adopted
for Siebel CRM UI
re-design projects
Nexus Face Nexus Apps
Low-code Siebel UI Pre-configured
development tool set of Figma
for Siebel team. Prototypes and
Powered by the Nexus Face
Nexus Bridge Applications
Bringing Nexus Toolkit to the Siebel CRM community
Enabling Siebel Partnerships with
customer teams Siebel integrators
Training the methodology Co-implementation of Ongoing support
and tools initial project phases
Nexus Face: Build Modern Siebel Open UI In Record Time
Advantages of the Nexus Face
Fast development speed
Nexus Face significantly shortens the development time
thanks to declarative UI configuration capabilities and pre-
build wiring with Siebel Open UI infrastructure.
Rich array of modern UI components
Nexus Face comes with embedded UI components libraries
based on the Google Material Design. You can style them to
match your corporate design guidelines.
Easy development and maintenance
Being a low-code tool, Nexus Face does not require
advanced web development skills, making it easier for
Siebel teams to build and support improved Siebel UI.
Nexus Face progress during the last 6 months
Pilot projects with four customers
Improved usability
Help Center:
documentation + training app
Read REST Enablement
https://bit.ly/NexusFaceRecording
Revised pricing approachPre-build Nexus Apps further accelerate time to market
Low Fidelity UI Patterns High Fidelity UI Designs Nexus Apps
DemoThree role-based apps | Inputs
Salesperson Call-Center / Branch Backoffice
• Works across multiple • Works within a • Works within a
Siebel views customer-centric UI case-centric UI
• Uses Siebel CRM from • Uses Siebel CRM most • Uses Siebel CRM most
time to time of the day of the day
• Performs numerous • Performs multiple tasks • Performs several
simple tasks of medium complexity complex tasks
• Few expert users • Several expert users • Many expert users
• Searches across several • Searches across • Searches and filters
data types customer records case records
• Overview/dashboard • Overview/dashboard • Overview/dashboard
screens are essential screens are rarely required screens are usefulNexus Sprints: Design Thinking based methodology adopted for Siebel CRM UI re-design projects
Three phases of the Nexus Sprints
3 VALIDATION PHASE 1 UX RESEARCH PHASE
To finalize To build an
solution design evidence-based
for developers understanding of
to start their which UX problems
work are present and
need solving
2 UI DESIGN PHASE
To come up with
the UX solution
for identified
usability
problemsSiebel UX Improvement Project Blueprint
KICK-OFF + INSPIRE
Analyse existing Siebel
solution and prioritize use- DEVELOPMENT SPRINT
UX DESIGN SPRINT
cases for improvement Working in Agile Sprints,
while building one client- Working in Agile Sprints,
configure Siebel views,
specific inspirational UI conduct in-depth UX
compose UI with Nexus
based on the sample data research for selected use-
Face and create navigation
cases, design new UI and
between standard and
validate it from usability
Nexus Face UI
and functional sides
2
weeks
2-3
2-3 week
week cycle
cycleSiebel UX Tranformation Project Blueprint
KICK-OFF + INSPIRE
Analyse existing Siebel DETAILED DESIGN
RESEARCH +
solution and define high + DEVELOP
HIGH LEVEL DESIGN
level transformation plan Working in Agile Sprints,
while building one client- Conduct in-depth UX
design and user-test high-
specific inspirational UI research for all use-cases,
fidelity UI, configure
based on the sample data design new UI for the
Siebel views and build UI
entire Siebel application
with Nexus Face
(low-fidelity) and refine
the implementation plan
2
weeks
4-6
1-3 months
monthsKICK-OFF + INSPIRE Activities
• Review Siebel Application + Business
Processes
• Identify key user-roles + use-cases
• Create a plan for subsequent project
stages with prioritized use-cases
• Select one use-case for an inspirational
demo
• Interview 2-3 users
• Create Nexus Face UI for a selected use-
case based on the sample dataRESEARCH + HIGH LEVEL DESIGN activities
• In depths research for all the use-cases:
– observations & interviews
– usability tests
– user journey maps
– PURE score baselining
• Design new UI layout for entire Siebel
solution (low-fidelity: all views,
navigation, view's sections but without the
fields yet)
• Define and prioritize Epics for Agile
development of the new UIDETAILED DESIGN + DEVELOP activities in each Sprint
• Select UI Epic for a new sprint
• Design and validate new UI
– high-fidelity UI design and prototyping
– usability tests
– validations against functional
IMPLEMENTATION
requirements
SPRINT
DEPLOY
– solution overview document
preparation
• Implement changes to Siebel views and
configuration
PLANNING
• Develop new UI in Nexus Face
• Bind new UI to Siebel viewsYour next steps
Book a session to discuss
your Siebel UI Re-design Evaluate results and decide on
with Ideaport the next project phase
1 2 3 4 5
Visit Run free Streamline your Siebel
bit.ly/Siebel-UX KICK-OFF + INSPIRE UX within 6-9 months
mini-project and re-engage business
users with Siebel CRMYou can also read
