Capgemini’s SWIFT Approach for Oracle Fusion CRM
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There is a fast shift to the Cloud for Customer Relationship Management (CRM) solutions. To help you make the shift with ease, Capgemini offers a simple SWIFT methodology for implementing Oracle Fusion CRM on Oracle’s public cloud. SWIFT not only ensures a quick implementation, but it also lays the groundwork for the associated IT integration and real business transformation. http://www.capgemini.com/oracle-fusion
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Capgemini’s SWIFT Approach for Oracle Fusion CRM
- 1. Capgemini’s SWIFT Methodology for Oracle Fusion CRM Mary Niemann, Capgemini Global Fusion Applications Lead September 2012
- 2. Capgemini: 40 countries and 100 languages (As of December 31, 2011) North America UK & Ireland France Benelux Nordic Countries Central & East 9,505 8,977 21,307 10,391 4,538 Europe 8,962 Canada United States All over Europe United People’s Republic Morocco Arab Emirates of China Mexico Taiwan India Vietnam Guatemala Philippines Malaysia Group workforce Singapore Brazil 119,707 Working offshore Chile 44,467 Australia Group Headquarters Argentina Paris, France Latin America Morocco Italy Iberia India Asia Pacific 9,176 431 2,381 4,942 35,727 3,370 Capgemini’s SWIFT Methodology for Oracle Fusion CRM | Sept. 2012 Copyright © Capgemini 2012. All Rights Reserved 2
- 3. Capgemini – A Global Oracle Leader since 1995 Over 13,000 Oracle experienced resources Over 5,000 successful implementations of Oracle across all industry sectors. Capgemini was named GLOBAL Oracle Applications Partner of the year in 2011 Capgemini is an Oracle Diamond Level Partner Capgemini’s SWIFT Methodology for Oracle Fusion CRM | Sept. 2012 Copyright © Capgemini 2012. All Rights Reserved 3
- 4. Customer Relationship Management (CRM) Trends Fast shift to cloud Looking for quick and simple implementations Transition not always quick and simple Complexities with integration and change management Need for partner for associated IT and business transformation Capgemini’s SWIFT Methodology for Oracle Fusion CRM | Sept. 2012 Copyright © Capgemini 2012. All Rights Reserved 4
- 5. Capgemini SWIFT Methodology for Oracle Fusion CRM Accelerated Solution to Implement Fusion CRM in the cloud Fixed-price offer with “design-complete and transaction-ready” foundation for Fusion CRM Solution scope pre-packaged Leverages Oracle Rapid Implementation tools and accelerators Leverages Capgemini experience with Oracle CRM, Fusion Middleware, Oracle CRM On Demand, Fusion Apps Co-Development, CRM business consulting and other SaaS based solutions Capgemini’s SWIFT Methodology for Oracle Fusion CRM | Sept. 2012 Copyright © Capgemini 2012. All Rights Reserved 5
- 6. SWIFT CRM Solution Elements Standard Pilot Configuration SWIFT CRM Standard Connectors Security « Minimal » Data Migration Delivered Content Tools Capgemini’s SWIFT Methodology for Oracle Fusion CRM | Sept. 2012 Copyright © Capgemini 2012. All Rights Reserved 6
- 7. SWIFT CRM Packages Solution Scope SWIFT CRM covers implementation of a Fusion CRM solution that includes Sales, Marketing and PRM Currently we have built two pre-packaged solutions and will continue to build more based on demand. The scope for initial packages are: • Package 1: Co- existence with Fusion Sales Planning • Package 2: Sales & Marketing Capgemini’s SWIFT Methodology for Oracle Fusion CRM | Sept. 2012 Copyright © Capgemini 2012. All Rights Reserved 7
- 8. Capgemini Implementation of Oracle Fusion CRM Method Streams, Activities, and Milestones Project Management Project Project Project Execution Set-Up Close Down Project Initiation Solution Definition and Setup Solution Modifications(#) Deploy (#) Support (#) (Vanilla) (Customization) Release Release Iterations Iterations Fusion SWIFT CRM Conduct Security, Data and Production Executive Conduct Setup Interviews Conduct Trainings Integration Workshop Modifications Detail Design Problem Alignment Resolution Perform Setups Perform Security Configurations Perform Security Perform Data Configuration Loads User Acceptance Testing Conduct CRM Process Prepare OOTB Integrations Modifications - Additional Perform Initial Data Loads User and Points Product Familiarization Acceptance Perform UI & Workshops Perform OOTB Sign-Off Prepare Configuration Pack Process Integrations Modifications CRP1: Conduct Design Validation Workshop and Capture Modifications Setup Re-Baseline Configuration Pack Production Instance Develop Modifications Register: Prioritize and Estimate Modifications CRP(x): Conduct Solution Validation Check Operational Readiness Build Release and Cutover Plan Baseline Configuration Pack Workshop Solution Design Release Execute Cut-Over Schedule Workshops Finalize Solution Design Document Sign-Off Modifications and Mobilize people Sign-Off Go-Live Project CRP2: Conduct Solution Validation Workshop Kick-Off (#) Solution Modification , Deploy & Support are Out of Scope under CRM SWIFT Fixed Price Functional Users Training Offer Project Management Requirements Design Implementation Testing Capgemini’s SWIFT Methodology for Oracle Fusion CRM | Sept. 2012 Copyright © Capgemini 2012. All Rights Reserved 8
- 9. Capgemini’s SWIFT Methodology for Oracle Fusion CRM tructured ay of mplementing usion-led ransformation Capgemini’s SWIFT Methodology for Oracle Fusion CRM | Sept. 2012 Copyright © Capgemini 2012. All Rights Reserved 9
- 10. Capgemini’s SWIFT Methodology for Oracle Fusion CRM Starts with assessment of whether Oracle Fusion CRM is right for the business tructured Provides advice on best co-existence strategy Helps make business-driven decisions ay of mplementing usion-led ransformation Capgemini’s SWIFT Methodology for Oracle Fusion CRM | Sept. 2012 Copyright © Capgemini 2012. All Rights Reserved 10
- 11. Capgemini’s SWIFT Methodology for Oracle Fusion CRM Capgemini’s Collaborative Business Experience (CBE) tructured Application Lifecycle Services (ALS) Accelerated Solutions Environment (ASE) ay of mplementing usion-led ransformation Capgemini’s SWIFT Methodology for Oracle Fusion CRM | Sept. 2012 Copyright © Capgemini 2012. All Rights Reserved 11
- 12. Capgemini’s SWIFT Methodology for Oracle Fusion CRM • Not really an implementation in the “old” sense of the word tructured • Customized approach specifically for SaaS Right balance between speed and risk- mitigation ay of • Pre-prepared CRM business process templates • Deep Oracle experience and industry-specific knowledge for business process modeling mplementing usion-led ransformation Capgemini’s SWIFT Methodology for Oracle Fusion CRM | Sept. 2012 Copyright © Capgemini 2012. All Rights Reserved 12
- 13. Capgemini’s SWIFT Methodology for Oracle Fusion CRM Oracle Fusion CRM is much more than a simple upgrade to smarter technology. tructured It is a key that can unlock barriers to transforming organizations. Oracle Fusion Middleware expertise ay of alongside our Oracle Fusion Applications experience can be a catalyst to change. Capgemini Oracle Fusion Experience mplementing (COFE) lab started with Fusion Middleware and now enhanced with Fusion Applications. usion-led ransformation Capgemini’s SWIFT Methodology for Oracle Fusion CRM | Sept. 2012 Copyright © Capgemini 2012. All Rights Reserved 13
- 14. Capgemini’s SWIFT Methodology for Oracle Fusion CRM Oracle Fusion Applications have the potential to transform how a company tructured carries out its business. Our Business Process Management consultants work hand-in-hand with our technical resources to achieve actionable ay of business-driven solutions. Our global consulting arm specializes in business driven transformation. mplementing usion-led ransformation Capgemini’s SWIFT Methodology for Oracle Fusion CRM | Sept. 2012 Copyright © Capgemini 2012. All Rights Reserved 14
- 15. Benefits of using the SWIFT Approach for Fusion CRM Following the SWIFT implementation approach for Fusion CRM leads to: Lower costs • by using a standardised approach and accelerators Shorter implementation time • thanks to off-the-shelf templates for deliverables and (industry-specific) processes Lower risk • using best practices from Oracle Siebel, CRM-on-Demand, Fusion Apps and other SaaS methodologies Greater business value • By leveraging our Capgemini Consulting team to ensure maximum business benefits are being achieved with Fusion CRM Capgemini’s SWIFT Methodology for Oracle Fusion CRM | Sept. 2012 Copyright © Capgemini 2012. All Rights Reserved 15
- 16. Capgemini Value-Adds During & Post SWIFT CRM Implementation Capgemini’s Co-Existence Roadmap for Oracle Fusion Applications Capgemini’s “Sales Excellence” consulting approach Capgemini’s Application Lifecycle Services portfolio of offerings The core elements of sales Examples of how the framework may be applied Sales Excellence Consulting Approach 1 Focus on synchronising strategic and Global Roadmap to Fusion Sales operational sales management levels by Account Management Application Lifecycle Services Management establishing firm feedback loops to increase Sales the internal efficiency Sales Processes Management 2 Sales Establish measuring parameters that support Performance strategic objectives and that are coherent with Management governance- and reporting models Sales Sales Sales Tools Performance 3 Create common global sales processes for the and Excellence Technology Management Sales different divisions and regional offices, and Processes include similar reporting requirements across the countries Sales Implement a structured model for consistent Knowledge 4 Sales Coaching training and coaching, and ensure follow-up Management and Training Coaching and Training on coaching initiatives to ensure that they Compensation and create the desired effect incentives 5 Sales Tools Optimize the mix of standard technology, using and Technology Oracle Fusion CRM. Capgemini’s SWIFT Methodology for Oracle Fusion CRM | Sept. 2012 Copyright © Capgemini 2012. All Rights Reserved 16
- 17. Contact To discover how to get started, please contact: Mary Niemann mary.niemann@capgemini.com To learn more, please visit: http://www.capgemini.com/oracle-fusion Capgemini’s SWIFT Methodology for Oracle Fusion CRM | Sept. 2012 Copyright © Capgemini 2012. All Rights Reserved 17
- 18. About Capgemini With around 120,000 people in 40 countries, Capgemini is one of the world's foremost providers of consulting, technology and outsourcing services. The Group reported 2011 global revenues of EUR 9.7 billion. Together with its clients, Capgemini creates and delivers business and technology solutions that fit their needs and drive the results they want. A deeply multicultural organization, Capgemini has developed its own way of working, the Collaborative Business Experience™, and draws on Rightshore®, its worldwide delivery model. www.capgemini.com The information contained in this presentation is proprietary. © 2012 Capgemini. All rights reserved. Rightshore® is a trademark belonging to Capgemini.
Editor's Notes
- Welcome to today’s podcast about Capgemini’s unique SWIFT methodology for Oracle Fusion Customer Relationship Management. I am Mary Niemann, the global Fusion Applications leader for Capgemini.
- For those of you who are not aware of the size and strength of the Capgemini group, we are present in 40 countries with a global workforce close to 120,000 with a significant offshore presence.
- Capgemini is also a global leader in delivering Oracle Applications and Technology with over 13,000 Oracle consultants and over 5,000 successful implementations of Oracle across all industry sectors. Capgemini was named Oracle’s Global Applications Partner of the Year in 2011 and is an Oracle Diamond-level partner.
- There is a fast shift to the Cloud for CRM solutions. In order to be in line with market trends, Capgemini offers a simple implementation option for Oracle Fusion CRM. However, the transition is not always quick and simple. Often, there are associated integrations and transformation, so organizations need a trusted partner like Capgemini to take care of not only the quick implementation of Oracle Fusion CRM but also the associated IT and business transformation.
- The purpose of today’s podcast is to give you a high level overview of Capgemini’s methodology for implementing Fusion CRM in the cloud. It is called SWIFT CRM, and it is a fixed price, fixed scope, pre-packaged offer that is flexible according to business needs. Whether an organization wants only one module of Fusion CRM or the full suite, Capgemini can implement it. Capgemini’s SWIFT CRM leveragesOracle’s Rapid Implementation tools and accelerators but has Capgemini-specific value-add based on our experience with not only our own instances of Fusion CRM but also with Oracle Fusion Middleware, Oracle CRM On Demand, Oracle Fusion Apps co-development, CRM business consulting and the delivery of other SaaS-based solutions.
- So what is actually included in Capgemini’s SWIFT CRM offering? SWIFT CRM’s fixed price includes a standard pilot, connectors, some data migration, content tools, security, and some recommended pre-configuration.
- SWIFT CRM covers a wide variety of Oracle Fusion CRMmodules such as Sales,Marketing, and Partner Relationship Management. Capgemini has built fixed price packages based on common scenarios and combinations of modules including Co-existence with Fusion Sales Planning for package #1 and Sales & Marketing for Package #2. These are just the first two. We will continue to build additional packages based on demand. If you are interested in building your own unique package, you can do so and we can help.
- Because we at Capgemini have recognized that a Fusion CRM implementation is much different than a standard Siebel or even Oracle CRM On Demand implementation, we have developed in SWIFT CRM, a customized project plan and methodology to implement Fusion CRM environments in the cloud.
- But what does SWIFT CRM mean? As the name suggests, our methodology ensures a rapid, cost-effective implementation of Fusion CRM in the cloud. But what else? There’s a whole lot more to the name “SWIFT” than just speed.
- The S in SWIFT stands for structured. You have already seen a little bit of the structure in our methodology but it is more than that. Capgemini’s structured approach starts right at the beginning with our customers to determine if and how Fusion CRM can fit into their businesses. It defines the best scope and deployment options based on measurable business drivers and benefits.
- The W isfor Capgemini’s unique “Way of” serving our customers, which we call our “Collaborative Business Experience.” We work in close collaboration with our clients to unlock benefits quickly thanks to powerful assets such as our Accelerated Solutions Environments and our Application Lifecycle services portfolio that help our clients look at the bigger picture to achieve long-term IT benefits and business value.
- The I is for “Implementing.” We use the word “Implementing” but it is not an implementation in the old sense of the word, but rather a customized approach in the new world of SaaS to get up and running fast with Oracle Fusion CRM. We have carefully crafted this solution to ensure the right balance between speed and risk mitigation. Our tools and templates already mentioned ensure a speedy implementation and our Oracle and industry expertise mitigate risk.
- The F is for “Fusion-led” – referring not just to Fusion Applications, but also to Fusion middleware. Capgemini sees Oracle Fusion CRM as much more than a simple upgrade to smarter technology. Our longstanding Oracle Fusion Middleware expertise, with roots in the Capgemini Oracle Fusion Experience (COFE) lab, is a vital asset to helping customers on the IT transformation that can, with Capgemini, accompany a Fusion CRM implementation.
- Finally, the “T” in “SWIFT” stands for “Transformation,” the most important element of our SWIFT CRM methodology. Fusion Applications open the door to opportunities to transform how a company carries out its business. Our Business Process Management teams work hand-in-hand with our technical resources to achieve actionable business driven solutions. Our global consulting arm specializes in business transformation and has a long history of experience of CRM business consulting globally.
- The benefits of choosing Capgemini to implement Fusion CRM with SWIFT include lower costs, shorter implementation time, lower risk, and greater business value. The lower costs come from our standardized approach and accelerators, which also result in shorter implementation time. We not only have off-the-shelf templates but also have industry-specific processes mapped out. We lower risk because we leverage years of experience with the Oracle products leading up to Fusion CRM such as Siebel and CRM On Demand. Finally, SWIFT is not just about speed, it’s also about business value and we offer this via our Capgemini Consulting teams who specialize in optimizing CRM to achieve the greatest business value.
- So how is Capgemini different from other service providers? Capgemini’s methodology is not your typical rapid implementation but is instead directed towards leveraging Fusion CRM to enact real business transformation. For example, prior to a Fusion CRMimplementation, we recommend our Roadmap to Fusion offering, which can start as a simple one day assessment and evolve to a full six week roadmap exercise to map out not only the future state design and roadmap but also the business case to ensure that a Fusion CRM implementation leads to real and tangible business benefits. We also have very strong assets from our Capgemini Consulting organization such as our “Sale Excellence Approach” which helps sales executives optimize their CRM processes to achieve the the highest growth potential for their business. For example, with this approach, we work with organizations to ensure that their CRM system operates seamlessly with other business areas rather than as just a standalone tool. Finally, Capgemini’s Application Lifecycle Services portfolio of offerings helps with the long term journey to simplify our customer’s IT landscapes and innovate to maximize business value and results.Capgemini’s expertise, experience, and strong Oracle partnership combined with our proprietary implementation methodology ensure that an Oracle Fusion CRM implementation is SWIFT, smart, and lays the groundwork for accelerated sales excellence and success.
- For more information on how to engage with Capgemini around Oracle Fusion CRM, please reach out to Mary Niemann. You can access other resources and information at www.capgemini.com/oracle-fusion.