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Best	
  Prac*ces	
  CRM	
  Transforma*on	
  
                   Sydney	
  Water	
  Corpora*on	
  
                           Siebel	
  eU*li*es	
  


Ashley	
  Jagoe	
  –	
  Customer	
  Strategy	
  and	
  Business	
  Improvement	
  Manager	
  
Narelle	
  Borg	
  –	
  Solu<on	
  Centre	
  Manager	
  IT	
  

                                                   The most comprehensive Oracle applications & technology content under one roof
    “The CMS Go-Live is one of the most
                 successful we have seen”
                            	
  
Ernst & Young, CMS Program independent Quality Assurance Providers.




                           The most comprehensive Oracle applications & technology content under one roof
Background	
  
                         – Single	
  view	
  of	
  customer	
  (almost)	
  
 Program	
  	
  
 	
  
                         – Improved	
  responsiveness	
  
Objec*ves	
  
                         – Simplify	
  customer	
  interac<ons	
  


                         – Risk	
  aversion	
  
	
  Historical	
  	
  
                         – B’case	
  challenges	
  (geFng	
  the	
  cost/
 Obstacles	
             benefit	
  right	
  wasn’t	
  easy)	
  



                               The most comprehensive Oracle applications & technology content under one roof
Customer	
  Management	
  System	
  
            Overview	
  




             The most comprehensive Oracle applications & technology content under one roof
SoKware	
  Selec<on	
  Criteria	
  
•  Why	
  Siebel	
  eU<li<es	
  
    –  Proven	
  applica<on	
  
    –  Locally	
  available	
  exper<se	
  to	
  deploy	
  and	
  support	
  
    –  Scalable	
  
    –  Support	
  future	
  capabili<es	
  


•  How	
  we	
  selected	
  
    –  Evaluated	
  all	
  op<ons	
  
    –  Gap	
  analysis	
  of	
  capability	
  to	
  requirements	
  



                                   The most comprehensive Oracle applications & technology content under one roof
SI	
  Partner	
  Selec<on	
  Criteria	
  

          Depth	
  of	
  applica*on	
          Depth	
  of	
  industry	
  
              knowledge	
                        knowledge	
  




Availability	
  of	
                                          Recent	
  history	
  
   skilled/	
                                                   of	
  similar	
  
 experienced	
                                                deployments	
  
  personnel	
  


                         Confidence	
  in	
  proposed	
  
                              personnel	
  


                             The most comprehensive Oracle applications & technology content under one roof
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                                                                                                            What	
  Went	
  Well	
  
                                                                                                                Quality	
  	
                                             	
  Risk	
  
                                                                                                               Assurance	
                                             Management	
  


                                                                                                                                                                                                                          Business	
  	
  
                                                                          	
   	
   	
   Data	
  	
  



                                                                                                                                                                                         	
  
                                                                         	
   	
   	
  
                                                                           Cleansing	
                                                                                                                                  Commitment	
  

                                                                                                                                                        Sponsorship	
  	
  
                                                                                                                                                       &	
  Governance	
      	
  	
  
                                                                                                                                                                                                                             Early	
  &	
  	
  
                                                                                                                                                                                                	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
                                                                                 Rigorous	
  	
  
                                                                                                                                                                                                                            Con<nued	
  	
  
                                                                            Standards	
  	
  
                                                                                                                                                                                                                          Communica<on	
  
                                            	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  &	
  Methods	
  



                                                                                                                           Vendor	
                                         Program	
  
                                                                                                                           Partners	
                                  	
  Management	
  
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                                                                                   Ingredients	
  for	
  Success	
  


                                                                         	
     	
  




                                                                                                                                                       The most comprehensive Oracle applications & technology content under one roof
The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.




                                                                       Could	
  Have	
  Done	
  BeYer	
  
                                         	
  During	
  Delivery	
  Phase	
                                                                                                               	
  Post	
  Go-­‐Live	
  




                                          	
   	
  
                                        	
   	
                                                                                                                                                            	
  	
  
                Delivery	
  	
   Improve	
  process	
                                                                                                  Timing	
  of	
  OCM	
             Assessing	
                  Realising	
  all	
  
               Method	
  &	
      don’t	
  automate	
                                                                                                         strategy	
                  Support	
                      tangible	
  
             Documenta*on	
              as-­‐is	
  	
                                                                                                  	
  into	
  ac*ons	
  	
           	
  needs	
                 	
  benefits	
  




                                                                                                                                                       The most comprehensive Oracle applications & technology content under one roof
The	
  Road	
  Ahead	
  

Importance	
  of	
  bedding	
  
                                                              Looking	
  beyond	
  
 down	
  the	
  founda*on:	
  
                                                             founda*on	
  release:	
  
  –  Post	
  go	
  live	
  patch	
  
     release	
                                                  –  Asset	
  roadmap	
  
     implemented.	
  	
                                            and	
  ongoing	
  
  –  Cri<cally	
  evaluate	
                                       governance.	
  
     enhancement	
                                              –  Defining	
  the	
  
     requirements	
  to	
  
                                                                   bigger	
  picture	
  of	
  
     maximise	
  further	
  
     efficiencies.	
  
                                                                   future	
  releases	
  




                                       The most comprehensive Oracle applications & technology content under one roof
5	
  Key	
  Takeaways	
  
	
  1	
   Sponsorship:	
  Support	
  from	
  top	
  is	
  cri*cal	
  
	
  2	
     Program	
  Mgt:	
  Tight	
  control	
  of	
  project	
  delivery	
  

	
  3	
     Change	
  Mgt:	
  Business	
  involvement,	
  engagement	
  

	
  4	
     Methodology:	
  GeWng	
  the	
  right	
  balance	
  

	
  5	
     Process	
  Design:	
  Leveraging	
  full	
  solu*on	
  capability	
  

                                  The most comprehensive Oracle applications & technology content under one roof
Ques<ons	
  from	
  the	
  floor	
  

For	
  more	
  detailed	
  discussions,	
  connect	
  with	
  us	
  via	
  our	
  
     LinkedIn	
  profiles:	
  	
  
-­‐  Ashley	
  Jagoe	
  
-­‐  Narelle	
  Borg	
  




                                      The most comprehensive Oracle applications & technology content under one roof

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  • 1. Best  Prac*ces  CRM  Transforma*on   Sydney  Water  Corpora*on   Siebel  eU*li*es   Ashley  Jagoe  –  Customer  Strategy  and  Business  Improvement  Manager   Narelle  Borg  –  Solu<on  Centre  Manager  IT   The most comprehensive Oracle applications & technology content under one roof
  • 2.   “The CMS Go-Live is one of the most successful we have seen”   Ernst & Young, CMS Program independent Quality Assurance Providers. The most comprehensive Oracle applications & technology content under one roof
  • 3. Background   – Single  view  of  customer  (almost)   Program       – Improved  responsiveness   Objec*ves   – Simplify  customer  interac<ons   – Risk  aversion    Historical     – B’case  challenges  (geFng  the  cost/ Obstacles   benefit  right  wasn’t  easy)   The most comprehensive Oracle applications & technology content under one roof
  • 4. Customer  Management  System   Overview   The most comprehensive Oracle applications & technology content under one roof
  • 5. SoKware  Selec<on  Criteria   •  Why  Siebel  eU<li<es   –  Proven  applica<on   –  Locally  available  exper<se  to  deploy  and  support   –  Scalable   –  Support  future  capabili<es   •  How  we  selected   –  Evaluated  all  op<ons   –  Gap  analysis  of  capability  to  requirements   The most comprehensive Oracle applications & technology content under one roof
  • 6. SI  Partner  Selec<on  Criteria   Depth  of  applica*on   Depth  of  industry   knowledge   knowledge   Availability  of   Recent  history   skilled/   of  similar   experienced   deployments   personnel   Confidence  in  proposed   personnel   The most comprehensive Oracle applications & technology content under one roof
  • 7. The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location. What  Went  Well   Quality      Risk   Assurance   Management   Business           Data             Cleansing   Commitment   Sponsorship     &  Governance       Early  &                                                                                                                 Rigorous     Con<nued     Standards     Communica<on                              &  Methods   Vendor   Program   Partners    Management  
  • 8. The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location. Ingredients  for  Success       The most comprehensive Oracle applications & technology content under one roof
  • 9. The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location. Could  Have  Done  BeYer    During  Delivery  Phase    Post  Go-­‐Live               Delivery     Improve  process   Timing  of  OCM   Assessing   Realising  all   Method  &   don’t  automate   strategy   Support   tangible   Documenta*on   as-­‐is      into  ac*ons      needs    benefits   The most comprehensive Oracle applications & technology content under one roof
  • 10. The  Road  Ahead   Importance  of  bedding   Looking  beyond   down  the  founda*on:   founda*on  release:   –  Post  go  live  patch   release   –  Asset  roadmap   implemented.     and  ongoing   –  Cri<cally  evaluate   governance.   enhancement   –  Defining  the   requirements  to   bigger  picture  of   maximise  further   efficiencies.   future  releases   The most comprehensive Oracle applications & technology content under one roof
  • 11. 5  Key  Takeaways    1   Sponsorship:  Support  from  top  is  cri*cal    2   Program  Mgt:  Tight  control  of  project  delivery    3   Change  Mgt:  Business  involvement,  engagement    4   Methodology:  GeWng  the  right  balance    5   Process  Design:  Leveraging  full  solu*on  capability   The most comprehensive Oracle applications & technology content under one roof
  • 12. Ques<ons  from  the  floor   For  more  detailed  discussions,  connect  with  us  via  our   LinkedIn  profiles:     -­‐  Ashley  Jagoe   -­‐  Narelle  Borg   The most comprehensive Oracle applications & technology content under one roof