Oracle Sales Cloud FSO
Agenda
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About Omnix International
Omnix (strength, expertise, services,
solutions and covered sectors)
Omnix Services
Sectors covered by solutions
Partnering with Oracle
Customer sample success stories
Omnix Unique Experience
Omnix 2013/2014 Achievements
Omnix Organizational structure
Business Objectives
Business challenges
Highlights
Why Oracle? Why SaaS? why Sales
Cloud CRM?
Solution Proposal
Oracle Sales Cloud Scope Modules
FSO Sales Cloud Startup Pack
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Key Deliverables
Scope - Business Process
Scope – Application
Fusion CRM Base
Implementation Approach \ Methodology
Project Team Structure & Responsibilities
Project Plan \ Time Frames
Key Assumptions
Exclusions
Additional Services
Contact Us
About Omnix International
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Omnix International was founded in 1987 with the core objective to provide public and private sectors across
the MENA region with best-in-class IT, Professional Audio Visual and Enterprise Software Solutions.
 Today, Omnix employs over 600 professionals with offices in Dubai (HQ), Abu Dhabi, Saudi Arabia (Riyadh,
Dammam), Qatar, Kuwait and Jordan.
 Omnix International has 5 core divisions which are:
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Computer Aided Engineering (CAE)
Promedia; Professional Audio Visual Solutions
Enterprise Software Solutions (ESS)
Public Services Solutions (PSS)
Enterprise Networking Solutions (ENS)
Through these 5 divisions Omnix services public and private sectors across the Government, Hospitality,
Education, Energy, AEC (Architecture, Engineering & Construction), Healthcare, Financial Services and
Telecommunication sectors.
 Omnix International works closely with its global technology partners such as IBM, HP, Oracle, SAP, Cisco,
 Microsoft and Autodesk to deliver best-in-class solutions which are based on an ‘open system’ philosophy and
easily integrated into existing infrastructures.
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High profile clients include various government departments in the GCC and Iraq including various
ministries, police, municipalities through to blue chip corporates such as Etisalat, Saudi Aramco and high
profile hospitality clients such as Burj Al Arab, Atlantis and Kempinski.
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Omnix is ISO 9001:2008, ISO 14001:2004 & ISO 18001:2007 Certified Company
Why Omnix - Omnix’s strengths
Customers choose Omnix International to
deliver their Technology Solution needs
for various reasons:
 Satisfied Customer Base
 Strong Network of Partners
 Latest Integrated Technology Solutions and
Broad Solution Offerings
 Established Presence and a Track Record of
Success
 24/7 Technical Support
 Quality Management System in place
Markets – Our Industry Expertise
Hospitality
Education
Government
Corporate
AEC
Financial
Healthcare
Oil & Gas
Telecommunication
Omnix Services
Omnix International through its Business Units offers
a comprehensive range of IT related services to its clients.
These Services include:
• Consultancy
• Project management
• System design
• System installation & implementation
• On-site engineering
• Off site engineering
• Localization
• Customization
• E-Business Portal & Website
• Outsourcing Services
• System integration and implementation
• Training
• System Documentation
• HW and Infrastructure (Design & Supply)
• Commissioning
• Maintenance
• Warranty and After Sales Support
• Preventative Maintenance Programs
• Networking and Security
• Business Process Re-engineering
• Computer Aided Engineering
• Audio visual & Broadcasting
Sectors covered by our solutions
Public Security
• Defense
• Disaster/Crises
Management
• Vehicles Tracking
Systems
• Air Defense
Management System
Border Control
Legal Systems
Management
Judicial Affairs
• Border control,
sensors, cameras and
various software.
• Criminal Investigation
(CID)
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Cases
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Subpoenas
• E-Visa
• Criminal Investigation
Laboratory
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General Attorney
Office
• Visitors Information
• Financial Crimes
• Black list
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• Biometric ID’s
Detention,
Correctional Facilities
• Entry and Exit
• (ABIS)
• E-Gate
• Finger Print Matching
(AFIS)
• C41SR system of
command and control,
communications,
computers,
intelligence,
surveillance and
reconnaissance
• Security Clearance
• Cyber Crimes
Sectors covered by our solutions
Civil Affairs
• Citizens Registration
City Services
• Municipalities
• E-Forms
• Social Security
• Civil Registry
• Customer Relationship
Management
• Accommodation
• Population Data
Collection
• Immigration
• Election
• E-Government
Other Various Sectors
• Utilities, Oil and Gas
Billing Services
• RFID
• Reporting and Intelligent
Analysis
• Customer Relationship
Management
• Enterprise Resource
Management
• Nationality
• Content Management
• Passports
• Data management
• Users Management
• National ID
• Integration Management
• Call Centers
• e-Services
Omnix Partnership With Oracle
Partnering with Oracle
 Certified Oracle / Siebel Partner
 Member of Oracle’s Justice & Public Safety Board
 The only solution provider on Siebel platform for:
 Unified Database – based on UCM
 Civil Registry System – based on Siebel Case Management
 Criminal Investigation System - based on Siebel Case Management
 Passport Information System - based on Siebel Case Management
 National ID System – based on Case Management
 Immigration, Naturalization, and Border Control – based on Siebel Case Management
 E-VISA – based on Siebel Case Management
 Public Security Automation - based on Siebel Case Management
 Local & National E-Government E-Services
 System integrator for Oracle’s GooB initiative for countries in crisis
Customer Sample Success Stories
Our Clients in KSA
Holy Makka Municipality
Ministry of Agriculture
Saudi Railway Org.
Saudi Standards Metrology
Org.
Equestrian Club
Ministry of Municipal
& Rural Affairs
Kingdom Holding
Saudi National Guard
Committee for the Propagation
of Virtue
TASHEELAT
Education
Saudi Commission for
Health Specialties
Dept. Zakat
Saudi Red Crescent Authority
Ministry of Water & Electricity
Customer Sample Success Stories
Our Clients in UAE
UAE President Office
Ministry Of Public Work
Halliburton
International Petroleum
Investment Company
Ministry Of Interior
Etisalat
Emirates Flights
Abu Dhabi Federal
Electricity & Water
Authority
Chamber of
Commerce & Industry
Ministry of Education
Dubai Ports, Customs
and Free Zone
Microsoft
Libya - Unified Database System (UDB) & Civil Registry System (CRS)
Challenge
Customer
Ministry of Interior
• All Civil Register records were manual.
• No available system to automate CRS Processes.
• No Unified ID or Family ID for every national.
Industry
Public Sector
Government
Solution
Components
Solution
• Implemented Siebel Case Management to automate all CRS business
processes
such as: Birth, death, Marriage, divorce, illegal, child, foundlings,
location transfer,
logical transfer.
• Introducing the UDB concept by implementing Oracle MDM on the
national level to
create the base profile on the national level.
Oracle MDM
Siebel Universal Customer Master
Siebel Data Quality
Siebel eService
Siebel eService Case
Management
Location
State of Libya
Results
• Siebel Universal Customer Master (UCM) and Siebel Data Quality were
utilized to manage, control and filter the centralized data
• All data was converted from paper based to electronic based data.
• Links between family and persons were configured and mapped accordingly.
• All CRS processes were automated properly.
• Data protection and accuracy was realized.
User Base
User Base
Pilot Implementation in
selected Three Police
Stations in Libya
Implementing MOA Portal and eServices
Challenge
Solution
• Many Manual processes were in place.
• Complex rules & procedures in executing provided
services.
• Ministry rules & regulations not followed in the existing
systems.
• Critical need for unified profiles and database.
• Integration with yesser.
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Implemented Oracle Base OMNIX portal and eServices.
Implementing eServices for 22 related business services.
Uploading & attaching various documents to the application.
Follow MoA rules & regulations in implementing the solution
implementing and executing the eGate via Oracle WebCenter
Implementing all requested integrations with all governmental
entities along with building unified data for all services.
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Achieve Operational excellency.
Centralize all data and processes across MOA
Automate all processes & eliminate any manual processes seamlessly.
Unified Platform.
Results
OMNIX PROFILE
Customer
Ministry of Agriculture
Industry
Public Sector
Government
Solution
Components
Siebel eService
Siebel Case Management
WebCenter Content
WebCenter Portal
Oracle Policy Automation
SOA Suite
Location
Kingdom of Saudi Arabia
User Base
Distributed throughout
the Ministry's Main
Directorates &
Branches all over KSA.
E-Services Platform Implementation - Economic Cities Authority (ECA)
Challenge
Solution
Results
• Various scattered systems running at ECA serving part of ECA
processes.
• No eServices available for all kinds of services.
• Temporary DC in place.
• Primitive portal exists with no comprehensive services and ECA
identity.
• Many Manual processes were in place.
• No automation exists for the engineering offices working with ECA.
• No single integration between ECA systems and GIS, SADAD, and other
government entities (MoI, MCI, MOL ..etc.).
• Building Datacenter at Yesser with infrastructure sized to service the future
500 services planned to be implemented by end of 2015.
• Deployment of the eServices platform and the enablement of all the 500
government services.
• Implemented Oracle Base OMNIX Municipality, Civic, Commerce, Urban
Planning and Real Estate system for 50 services.
• Implemented centralized CRM, Portal, GL, Correspondences and archiving
systems.
• Tight integration with GIS system, in addition to other external
governmental agencies.
• Automatic notifications to citizens through preferred means of
communication (text messages, e-mail).
• Uploading and attaching various documents to the application.
Customer
ECA
Industry
Public Sector
Government
Solution
Components
Oracle SOA
Oracle Policy Automation
Oracle Webcenter
Siebel eService
Siebel eService Case Management
Oracle Financials
Location
Kingdom of Saudi Arabia
User Base
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Unified Platform.
New advanced portal.
Implemented 22 eServices out of 50.
Centralize all data and processes across ECA.
Increase relationship with engineering offices and their role.
Reduce time executing services.
Follow up applications status through the Portal.
Achieve Operational excellency.
Distributed throughout
the 4 ECs and related
engineering offices.
E-STATISTICS
Challenge
Customer
• Streamline the collection of data, production of statistics and
dissemination of statistics within the Emirate of Abu Dhabi.
• Collect data from over 65 Abu Dhabi Government Entities,
enabling a “single source of truth” for all statistical data related to
the Emirate of
• Abu Dhabi and building the capability to produce relevant
dashboards.
Solution
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Automate, streamline and centralize the data collection process from all
Abu Dhabi Government Entities
• Using SOA Suite, users can control Data sources for inputs as well as the
execution of validation/matching rules along with controlling data viewing
• The integration bus will help input data to be verified and validated
through Oracle data quality, Oracle Data Integrator and other components
• Oracle’s Business Intelligence Engine enables data viewers to extract
several reports (as per authorization and permission from SCAD)
The Statistics Centre Abu Dhabi
SCAD
Industry
Public Sector
Government
Solution
Components
Oracle Data Integrator
Oracle Data Quality
Oracle SOA Suite.
Oracle Business Intelligence
Oracle B2B
Oracle Times Ten
Oracle Weblogic Suite
Location
United Arabs Emirates
Results
• Deep Data Quality Integration for Cleansing, Matching and Enrichment as well
as Intelligent Merge and Unmerge capabilities with rich Data Steward UI for
administration & maintenance
• Unified data management capabilities that include data governance, data
integration, data quality and master data management
• Control the integration with all designated data owners and viewers from the
various governmental entities
• Empower the business users
• Comprehensive, accurate and up to date populations register
• Provide high quality, efficient and most of all timely services to customers and
other government institutions
User Base
Centralized
implementation at
SCAD
Construction Licenses, Land and Urban Planning Management Solution Challenge
CpieL
Customer
Holy Mecca Municipality
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Various scattered systems running at Municipality and Branch Municipalities.
Many Manual processes were in place.
Need for Service Oriented Architecture.
No single integration between GIS and municipal systems.
Industry
Public Sector
Government
Solution
Components
Solution
Siebel eService
Siebel Case Management
WebCenter Content
• Implemented Oracle Base OMNIX Construction Licenses, Land and Urban
Planning System.
• Implementing eServices for 35 related business services.
• Tight integration with GIS system, in addition to other external
governmental agencies.
• Automatic notifications to citizens through preferred means of
communication (text messages,
e-mail)
• Uploading and attaching various documents to the application
Location
Kingdom of Saudi Arabia
User Base
Results
Distributed throughout
the municipality and all
13 branch
municipalities.
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Municipal service with zero visit concept.
Centralize all municipal data profiles across municipality.
Increase relationship with engineering offices and their role.
Reduce time executing services.
Follow up applications status through the Portal
Correspondence and Archiving Solution - Tayseer
Challenge
Customer
Holy Mecca Municipality
• Huge amount of correspondence, complex to manage all internal
correspondence between HMM departments and externally between
HMM and external parties.
• Clattered unorganized paper correspondence.
• Need for paper-less solution.
• No single electronic repository for all archived correspondences.
Solution
Industry
Public Sector
Government
Solution
Components
Siebel eService
Siebel Case Management
WebCenter Content
• Implemented Oracle Base OMNIX Correspondence and Archiving solution.
• Implemented centralized correspondences and archiving systems.
• organize and archive all kinds of correspondence and archiving through
communication channels between the main offices and all branches in a
speedy way.
• Enable the users to attach a wide range of document formats through
secure channels designed to fit the organization pre-determined structure
Location
Kingdom of Saudi Arabia
User Base
Results
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Centralized repository for all correspondences.
Access all correspondences electronically.
Increase employees productivity and reduce time needed to archive
correspondences and search.
Highly secured access based on authorization and structure.
Distributed throughout
the municipality and all
13 Branch
municipalities.
Passport Information System
Challenge
Customer
• long process for issuing / renewal of a passport.
• The need for having biometric data for more secured passports
• No centralized management for passport life cycle.
Ministry of Interior
Industry
Public Sector
Government
(Health)
Solution
Components
Solution
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Provides citizens with the ability to file for a passport online by filling an
electronic application via the internet.
Reduces bureaucracy and improve employee’s efficiency by giving them
more time to very data instead of entry data.
Manage and control the passport inventory
Manage and control and passport booklet custody to secure the physical
movement of passport between employees
Manage and collect fees required to issue new passports
Oracle CRM
Siebel eService
Siebel eService Case
Management
Location
Iraq
Results
• Passport issuance process easier, faster and more secured.
• all citizens information is stored centrally in a unified database for maximum security,
reduced duplication, and increased Accuracy
• issued passports are compliant with ICAO standard.
• Tracks the lifecycles of both the application as well as the passport any time during
application and issuance processes
User Base
Distributed through
Baghdad and all Iraqi
MOI offices
Omnix Unique Experience
Unique Experience in
MDM and Data Integration
Proven experience in
CRM, e-Services, Mobility, Portal, SOA, BPM, ECM,
Identity Management, DMS, Business Intelligence and
Analytics
• MOI at UAE
• KSA: Ministry Of Agriculture
• KSA: Holly Makka Municipality.
• KSA: SCFHS
Public Sector
& Public Service
Key Clients & Values
• IRAQ: Ministry of Interior.
• Libya: Ministry of Interior.
• Bahrain
Omnix 2013 & 2014 Achievements
Yesser Prize of eService Improvement
(HMM , MOA)
iCMG award (Architecture Excellence
Award for 2012) – HMM
Oracle selected Omnix as a High Impact
Partner in KSA
HMM project recorded as breaking
success story by Oracle
Omnix Organizational Structure
OMNIX International
Organization Structure
Board of Directors
PRESIDENT - Jamal Abu Issa
CAE
Division
Business
Development
ERP
VP - Head of
PSS Division
Promedia
Division
Technical
Consulting
Sales
Infrastructure
Business
Support
ESS
Division
Director of PS
PMO
Implementation
& Support
ENS
Division
Executive
Administration
Quality
Bidding
Pre Sales
1 Manager
1 Manager
1 Manager
1 Manager
1 PMO Head
1 Manager
1 Manager
1 Manager
1 Manager
2 Principals
3 Principals
1 Principal
1 Principal
3 Senior PMs
3 Principals
1 Principal
1 Principal
1 Principal
5 Seniors
9 Seniors
4 Seniors
4 PMs
6 Seniors
4 Seniors
2 Seniors
23 Staff
5 Staff
2 Project Coordinator
15 Staff
4 Staff
3 Seniors
2 Staff
35 Associates
8 Associates
22 Associates
2 Associates
3 Staff
3 Associates
Partial List of Omnix Clients
Highlights
Cloud computing is a model for enabling convenient, on-demand network
access to a shared pool of configurable computing resources.(e.g., networks,
servers, storage, applications and services) that can be rapidly provisioned and
released with minimal management efforts or service provider interaction.
 Very few technology companies cross the chasm, from one generation of
technology to the next. It requires a recognition that a big change is
coming. We at omnix can make investment at the next generation of
technology while continuing to invest in the existing generation.
 Cloud computing refers to the practice of delivering applications,
platforms, or infrastructure via the internet or a private network as a
service.
 Today oracle announces over one hundred working applications over the
cloud. Live, running at production level. Oracle cloud platforms is based
entirely on business standards and based on open industry standards.
With service oriented architecture and on-premise integration. All of the
cloud applications are socially enabled which means that application users
can collaborate with each other using the oracle social network.
 Probably the most widely known and used cloud service, SaaS refers to
the practice of offering an application via the public internet or dedicated
online connection. Application features are managed and updated in a
way that it is transparent to the user. High profile SaaS examples is Oracle
Fusion CRM and Oracle RightNow customer experience CX.
Business Objectives
EFFECTIVENESS : Higher Win Rates
 Improve sales reps’ productivity
 Know your customer better with a 360-degree view of customer information
 Activity streams that provide real-time updates impacting their customer and deals
 Maximize success by leveraging social network
 EFFICIENCY : More Quality Opportunities
 Create better sales plan through ie geographically, industry to ensure the balance of
workload among the sales reps
 Identify the best prospects within each sales rep’s territory and in turn generate to
opportunity
 Provides recommendations on the next-best product to sell, maximizing upsell and
cross sell opportunities
 EASYINESS : Faster Time To Value
 Easy to deploy as it is Cloud based SaaS Solution
 Easy to configure or modify to meet the business need either by adding a new field to
application, create new report or modify business process
 Easy to use on Mobile, Desktop and Web 2.0
Oracle Sales Cloud
BUSINESS
Business Challenges
Oracle Sales Cloud
Critical Challenges Faced by Companies today
 Is your Organization's CRM software meeting your needs?
 The truth is most CRM software is not meeting the needs
of today’s workforce – and Sales Representatives,
Managers, and Companies are suffering.
 Sales representatives spend 78% of their time searching
for information and only 22% of their time selling
 40% of Sales Managers are concerned about missing their
sales quota
 Just 3% of Companies say their forecasts are “always
accurate”
Business Challenges
Oracle Sales Cloud
Examination of Companies key challenges
Identification of leads/opportunities
Sales Reps need to be able to know which opportunity to target with higher chance of closing the deals.
Ability to convert higher-quality leads to sales at short turn-around time.
Resist to Changes
Sales organization would not want anything to “distract” them and slow down the selling process.
Required a CRM to be easy to use, efficient and effective.
Sales Performance
Gaining more relevant insights to drive increased sales and address potential issues.
Incomplete View
Traditional Sales Force Automation (SFA) only focus on transactions and capturing data to manage the pipeline.
Sales Reps would need to look through multiple data sources store in different location to conduct research on
prospect / customers
Reduce Cost
Traditional raising quota and increase headcount have been the solution to
increase sales. Hence Sales Reps need to focus on how they can do more with less.
 Market researches that examines future trends in
technology purchases suggests that more than half of all
businesses of every size and across every geography-will
move at least some portion of their information
technology(IT) infrastructure in to the cloud; by 2016
technology forecasters predicts that cloud computing
could help boost the economy across the MENA region &
Levant significantly.
 The anticipated customer adoption patterns suggest that
technology solution providers will be able to
accommodate cloud services offerings within the
framework of their existing business model. Therefore,
many solution providers will add cloud offerings to round
out their suite of solutions and services while maintaining
many of their on-premise offerings.
 Any technology solution provider who ignores the
potential impact of cloud computing could be putting both
current customers and prospective new business at risk.
Why Oracle
Why SaaS
Why Sales Cloud CRM
Why Sales Cloud CRM by Oracle
Oracle Sales Cloud
salespeople and leaders have become
increasingly more mobile, sales processes
have become more social and there is more
customer data available than ever before.
Traditional CRM systems just simply don’t
cut it anymore.
Oracle has designed its cloud-based CRM
solution following more than 6 years of indepth research and by conducting extensive
interviews with more than 1,000 global
customers to understand their needs. This
has enabled Oracle to fully understand the
needs of the sales force and sales leaders,
providing technology that allows reps to sell
more, managers to know more, and
companies to grow more
Oracle sales Cloud
Drives Smarter Sales
Why Sales Cloud CRM by Oracle
Oracle Sales Cloud
End-to-End Smarter Selling Solution to Manage Sales Processes and Deliver and Exceptional Customer Experience
Sales Cloud is part of a full suite of business applications designed from the ground up to be complete, open and
integrated.
Oracle CX
Sales, Service, Marketing and Commerce across all Channels
Why Sales Cloud CRM by Oracle
Oracle Sales Cloud
Oracle Sales Cloud enables modern selling
with tools that are easy to deploy and use,
completely mobile, packed with powerful
analytics, and built for collaborative selling
and revenue generation.
Easy to Use and Adopt
• Improve sales rep adoption with no training
• Increase sales rep productivity with Sales
Cloud’s visual, simple-to-use UI and
smartphone apps
• Track key performance indicators at a glance
with executive dashboards
Easy to Configure, Customize, and Integrate
• Tailor Oracle Sales Cloud with built-in tools
• Integrate with prebuilt cloud and on-premises
solutions
• Extend Oracle Sales Cloud’s capabilities with
Oracle’s Platform as a Service
Oracle Sales Cloud
Solution Proposal
Sales Cloud Modules Included in the fixed Scope offering
The Fixed Scope Offering from Omnix international is designed to provide a Fast Track
implementation of Oracle Sales Cloud at a competitive price which will maximize your ROI.
Data import
Oracle Sales Cloud
Scope Modules :
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Oracle Sales Cloud Foundation Base
Opportunity Management
Lead Management
Territory Management
Sales Catalog
Sales cloud for Outlook
Sales Cloud Mobile
Data Import
OTBI for CRM
Opportunity Management
Oracle Sales Cloud
Creation of an opportunity for a sales account either
manually or through conversion of a lead
 Assign the opportunity to team members
automatically by the Assignment Manager module
through territory alignments, Or assign manually
based on privileges
 Associate a list of products to the opportunity,
only products/product groups available in the
territory of the sales user and ability to create news
products if required.
 Process steps , Recommended documents, Task &
Assessment templates and Required fields are tools
to bring opportunities to a successful close
Lead Management
Oracle Sales Cloud
Manual creation of Leads by the sales users, along with import
of leads from external data sources such as campaigns
responses
 Leads qualification can be done manually or based on
questionnaire
 Sales members is assigned to lead based on the sales
accounts territory or the sales member can be manually
assigned and reassigned
 Leads assessment can be done manually or based on
template
 Win Lead is converted to a sales opportunity stage to allow
the salesperson to pursue the account in the sales cycle
Territory Management
Oracle Sales Cloud
Define territories and associate dimensions to
them
 Associate accounts to territories either by
name (named accounts) Or automatically,
based on geography, organization type
 Process steps , Recommended documents,
Task & Assessment templates and Required
fields are tools to bring opportunities to a
successful close
 Assign an owner to every territory and
associate additional territory team members
Activity Management
Oracle Sales Cloud
Maintain all the activities related against
contacts, leads, opportunities and accounts
Creation of reminders, to-dos, tasks and
viewing the same in the dashboard
Associate a list of products to the
opportunity, only products/product groups
available in the territory of the sales user ,
and ability to create news products if
required
Sales Catalog
Oracle Sales Cloud
 Create sales catalog which are a collection of sellable
products and promotions arranged in meaningful
hierarchy
 Helps to easily create a hierarchy of Product Groups/
individual product to be sold to customers
 Helps the user to find the right product using Product
group hierarchy tree and by using some criteria such
as Product eligibility, pricing and availability
Sales Cloud for Outlook
Oracle Sales Cloud
 Oracle Sales Cloud Desktop delivers sales functionality
the way sales professionals like to work – from within
Microsoft Outlook
 Interactions with a customer or prospect, including
notes and comments.
 Creating or updating contacts to identify key players in
the account or opportunity.
 Regular updates to opportunities.
 Maintaining accurate contact information (phone,
address, email, etc.)
Sales Cloud for Outlook
Oracle Sales Cloud
Sales Cloud capabilities within Microsoft Outlook: Using Oracle Sales Cloud for
Outlook, all e-mails, calendar, events and tasks can be linked to the respective contact,
customer, lead, or opportunity within Oracle Sales Cloud. Sales professionals can access
and update customer and sales information within Microsoft Outlook.
 Single-click sharing between Microsoft Outlook and Oracle Sales Cloud: When sending a
meeting invite or an e-mail , or when setting up a task, a single click on the Share with
Fusion button captures the action and updates of Oracle Sales Cloud in the background.
 Synchronization of data between Oracle Sales Cloud and Microsoft Outlook: Two-way
data synchronization allows sales professionals to have a continuously updated and
accurate 360-degree view of Sales Cloud data changes.
 Synchronization Control Panel: Oracle Sales Cloud for Outlook provides synchronization
filtering capabilities, enabling sales professionals to synchronize only the most critical
data from Oracle Sales Cloud. Sales professionals can synchronize high-priority accounts
or opportunities closing this quarter, instead of synchronizing the entire data set from
Oracle Sales Cloud.
 Offline access: The transition between online and offline modes of operation allows
sales professionals in the field to use the full functionality of the product in an offline
mode, and then synchronize the sales data in the next synchronization cycle.
Sales Cloud Mobile
Oracle Sales Cloud
 Oracle Sales Cloud Mobile allows customers to enable their
sales force with either smart phones or tablets for iPhone,
iPad, Blackberry and Android
 Integrated calendar, contact and account management
capabilities allow users to access all information about the
person and company.
 Oracle Sales Cloud Mobile allows Sales Managers to stay
productive, even when not in the office.
 Using intuitive tap-to-call and tap-to-email features, Sales
Reps can, in a few clicks, call or email customer and peers
 Oracle Sales Cloud Mobile allows Sales Managers to rapidly
gain insight and complete day-to-day tasks.
 Sales Reps can upload/share documents, pictures and
recordings
Sales Cloud Mobile
Oracle Sales Cloud
Tasks That You Can Do with Sales cloud Mobile
The key features of Oracle Sales Cloud Mobile include the following:
 Application Home Page: From the application home page, you can access critical information when you're in the field.
 Sales Account Management: You can access reference information, as well as current events about the customer while on
the road.
 Opportunity Management: From the mobile opportunity management page, you can access current and critical
information about your opportunities and share opportunity updates with your sales team.
 Lead Management: With access to open leads while on the road, you can act upon leads and reduce the sales cycle time.
 Calendar and Tasks: With these features, you can manage appointments and tasks on the road.
 Contacts: You can call or e-mail contacts from the Actions menu. The application displays a list of your key contacts
by default, and you can search for all other contacts. E-mail Contact and Call Contact features are disabled for
contacts who don't want to be phoned or e-mailed
 Sales Analytics: You can access business intelligence reports from the home page. Analytics also are embedded
contextually for each account that you view. The contextual reports include data on sales account revenue trends,
sales account win/loss trends, and sales account win/loss reasons.
 Alerts: You receive alerts when new leads are assigned or opportunities of interest become available.
Sales Cloud Mobile
Oracle Sales Cloud
Mobile Extensibility
Oracle Sales Cloud Mobile Extensibility: Explained
Application Composer lets implementers customize the Oracle Sales Cloud Mobile Sales iPhone, Android and
BlackBerry applications. Using Application Composer, implementers can manage which objects and fields are
visible on the Oracle Sales Cloud Mobile application without having to carry out specific customizations for a
particular device.
Implementers can manage the following for the Oracle Sales Cloud Mobile application:
 Enable standard Oracle Sales Cloud Sales, Customer Center, Marketing, and Common objects that are not
enabled by default for smartphones.
 Enable custom Sales, Customer Center, Marketing, and Common objects for smartphones.
 Change the fields (including custom fields) visible on Oracle Sales Cloud Mobile for mobile-enabled Sales,
Customer Center, Marketing, and Common objects (standard or custom objects).
 Configure the Sales Cloud Mobile layout based on roles, record type, expression, or any combination
thereof.
 Add Business Intelligence reports to the Sales Cloud Mobile application.
Mission & Vision
Oracle Sales Cloud
To help our clients fully exploit the potential
and benefits of interactive e-business by
creating a more profitable and/or efficient
business with one or more of the following
measures:
 Increased revenue
Reduced cost of operations
Improved productivity and efficiencies
FSO Fixed Scope Offering
Typical Deliverables
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Oracle Sales Cloud CRM
Project Charter
Project Work plan
Set up Document
Configured Application
Future Business Process Model
 Test Plan and Scripts
 Validated Solution on Sandbox
 Training Material
 Configuration Workbook
 Validated Solution on Production
ORACLE
CLOUD SERVICEs
Fixed scope approach for quick
activation of ‘essential’
functionality
Delivery of a fully provisioned and
working system in a rapid
timeframe
Other Activities and Related Assumptions Typical Deliverables
Deliverables included in the scope
Description
Project charter
The project charter would include further details of the project mission
statement, approach and execution.
Project Work Plan
A plan that describes the high-level tasks and timelines for all project
activities.
Setup document
A document that summarizes the configurations to be provided based on
the collected business information.
Configured application
An application configured in accordance with the descriptions in the
Configuration Workbook.
Future Business Process Model
Omnix will provide the future process model for the standard configuration
of the system.
Test Plan and Scripts
Test Scripts for testing the configured functionality in the scope of standard
offering.
Validated Solution on Sandbox
Configured Final Solution agreed with Customer
Training Material
Material to support Familiarization sessions on tools for ongoing customers use
(Reports, Personalization, System Administration)
Configuration Workbook
Details of how the solution is configured
Validated Solution on Production
Configured Solution , validated for go live use
Oracle Sales Cloud FSO
Overview of functional scope
Module
Purpose
Data Import
To import Customer Data and Customer
information
Lead Management
Track leads that come from marketing
activities such as
telemarketing, seminar,
inquiries etc.
ORACLE FUSION
TRANSACTIONAL
BUSINESS INTELLIGENCE
Oracle Fusion Transactional Business
Intelligence embedded analytics,
role-based dashboards, and on-the- fly ad hoc
reporting capabilities make data
access and interpretation easier than ever
before
Opportunity Management
Track deals and activities for
each deal
Scope of Work
Expected Output
Data Import
To implement lead capture
and tracking
•Able to create and update
leads
•Able to report on those leads
•Ability to manage sales
activities against each lead
•Ability to convert lead to
opportunity and report on lead
conversion rate
Users are able to see updates
in real-time, and their impact, through embedded
analytics. For example, during
the compensation budgeting process, a manager is able
to see a running tally for
reference right on the page. This eliminates the
guesswork with dashboards that
deliver in-line information while you do your work
To implement opportunity
capture and tracking with
standard functions
•Able to create and update opportunities with relevant
information such as notes, interactions, and attachments
•Able to report on those opportunities
•Ability to manage activities
against each opportunity
Oracle Sales Cloud FSO
Overview of functional scope
Module
Purpose
Scope of Work
Expected Output
Customer Profile
Capture organization information such
as name, address, telephone number,
company website
To implement business (B2B)
customer profiling
•Ability to view and update
customer information
•Ability to see 360-degree
view of customer information
such as tasks, notes,
CRM Desktop
Use outlook to manage tasks,
events
To implement CRM Desktop
configuration
Ability to sync events, tasks
and contacts to Outlook
Ability to link a specific email to
CRM records such as contact,
Opportunity
CRM Smartphone
Use Fusion CRM on iPhone
and iPad
To implement CRM Smartphone
configuration (Note Omnix will not be
responsible for installing CRM Smartphone
application to
user’s devices)
Ability to use Fusion CRM on
iPhone and iPad
Territory Management
Setup Territory for reporting and
basic forecast
To implement sales territory for
reporting and forecast. Territory
dimensions can be geographic,
products or customer profile.
Ability to
Assign sales rep to specific sales territory
Perform territory forecast and submit to
sales manager
Sales Catalog
Manage product catalog with
single hierarchy
To implement Sales Catalog
Ability to view product/service
from Sales Catalog
Oracle Sales Cloud FSO
Activation Scope 10 weeks implementation
FUSION CRM Base
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Configure Single Language Interface consisting of:
Lead Management
Opportunity Management
Sales Catalog
Territory Management
Sales Dashboard User Interface Configuration
Web, “Out of the Box” Smart Phone Edition, CRM Desktop Service Configuration
Product/Sales Catalog: Create up to 4 level hierarchy Product Catalog and 3,000
products based on product family
Oracle Sales Cloud FSO
Activation Scope 10 weeks implementation
FUSION CRM Base
 Business Intelligence: Create up to 5 reports based on standard objects or customer objects
 Territory Management: Create up to 2 dashboards
 Territory Management: Create up to 3 Dimensions(out of predefined dimensions)
 Resource Roles: Create up to 6 resource roles Data Import
 Customers (Up to 60,000 once off) * Client to create CSV files according to format and
validation provided
 Contacts (Up to 160,000 once off) *Client to create CSV files according to format and
validation provided
 Opportunities(Up to 50,000 & up to 10 attributes)
 Leads (Up to 50,000)
 Snapshot of quotation, sales orders and invoices Requirements confirmation
 Questionnaire will be provided Documentation provided
 Requirements Specifications Training
 1 session of end user training and up to 10 pax
Oracle Sales Cloud FSO
Key Deliverables
Activation Scope 10 weeks implementation
Key Deliverables
Sales Cloud modules implemented specific to the Client’s needs:
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Customer Management with 360 Degree View
Lead Management
Opportunity Management
Activity Stream to comment and share specific records
Territory Management
Role specific Dashboards
Sales Catalog to manage products and catalogues
Customer, Contacts, Opportunities and Leads migrated from current system
Business Intelligence Reports
Mobility via Smart Phone/Tablet
End user training
Oracle Sales Cloud FSO
Application scope
Oracle Sales Cloud
Item Included in Scope
Description
Enterprise Structure
1 Country
• 2 Languages ( English and Arabic)
• 1 Currency
Security
Up to 4 customer specific roles: Sales VP, Sales Manager, Sales
Administrator and Sales Representative.
Territory Management
• Up to 3 Dimensions
Product Catalogues
•Up to 3 Hierarchy Levels
•Up to 3 Product Groups
Data Import
Up to 500 customers records
• Up to 1000 contacts
• Up to 100 Opportunity
• Up to 200 Leads
• Up to 50 Products
BI Reports
• Change the configuration of 1 Existing Simple Dashboard
• Change the configuration of 1 Existing Medium Dashboard
Workflow
Only Approval workflow models (which use the Business process
composer) are supported
OUM Cloud Applications Services Implementation Approach
OUM Cloud Applications Services Implementation Approach
The OUM Cloud Approach is specifically designed for
implementing Oracle Cloud applications, according to well
defined and tested activities and deliverables; it is based on the
same principles as Oracle’s Unified Method (OUM) to allow
consistent approach across all our products.
This approach consists of:
 An efficient approach to Oracle Cloud implementation
 An easy-to-follow framework of activities, for a step-by-step project implementation
centered around few and essential activities and deliverables
 A Prototype approach based on Fusion HCM standard functionality: customer’s processes
are modeled according to Fusion best practice business processes so that customizations
are avoided
 The Oracle Cloud Delivery Toolkit with predefined, value-adding materials:
 Ready made materials to greatly reduce workload
 Best practice suggestions for all business decisions to be taken during implementation
OUM Cloud Applications Services Implementation Approach
What is the OUM Cloud Application Services Implementation Approach?
The Oracle® Unified Method (OUM) Cloud Application Services Implementation Approach is Oracle’s lightweight
approach for implementing applications running on a cloud infrastructure. It emphasizes an out-of-the-box
approach and adoption of best practices inherent in the application products as a foundational element of the
approach.
What does the OUM Cloud Application Services Implementation Approach currently cover?
The OUM Cloud Application Services Implementation Approach is applicable to Oracle Fusion Applications,
Oracle Cloud Service, and Oracle Fusion CRM and RightNow Cloud Service implementations running on a cloud
infrastructure. Support for additional Oracle Cloud Application Services will be included over time.
While the focus of the approach is on the implementation of the standard, out-of-the-box functionality
embodied in the products selected for implementation, the approach also includes support for selected
additional services, such as integrations, data loads, project-specific documentation, training, etc.
Easy-to-follow framework for activities




Short, well-structured implementation cycles
Iterative configuration
Up to four modules per release cycle
Multiple releases are possible to accomodate incremental scope and/or timeline
decisions
OUM Cloud Application Services Implementation Approach
Easy-to-follow framework for activities
•Short, well-structured implementation cycles
•Iterative configuration
•Up to four modules per release cycle
•Multiple releases are possible to accomodate incremental scope and/or timeline decisions
Single Release Cycle – e.g. two modules
Plan
Prototype
Validate
Transition
Sustain
Multiple Release Cycle – e.g. five modules
Plan
Prototype
Validate
Transition
Sustain
Plan
Prototype
Validate
Transition
Sustain
2 Weeks
10 Weeks
10 Weeks
Oracle Sales Cloud Foundation Base
Opportunity Management
Lead Management
Territory Management
Sales Catalog
Sales cloud for Outlook
Sales Cloud Mobile
Data Import
OTBI for CRM
OUM Cloud Applications Services Implementation Approach
Plan
Prototype
Conduct Kick-off Meeting
Perform Setup
Schedule Workshops
Conduct Workshops & Prototype
Configuration
Capture & Prioritize Changes
Validate
Apply & Validate Setup Changes
Transition
Sustain
Migrate Configuration to Production
Manage Transition to Steady-state
Operations
Update Business Processes and
Validation Cases
Create Detailed Release Plan
Populate Data Load Templates
Review In-Scope High-Level Business
Processes
Load, Reconcile & Validate Data Loads
Load, Reconcile & Validate Data Loads
in Production
Plan for Next Release
Prepare Integration Details
Gather Setup Information
Conduct Integration and Data Load
workshops
Conduct End-to-End Review
Apply & Validate Extensible Items
Implement & Validate Integrations
Conduct Implementation Checkpoint
Final Validation Review with Users &
Stakeholders
Prepare Training Material
Verify Production & Operational
Readiness
Load & Validate Data
Conduct Train-the-Trainer Workshops
Conduct Implementation Checkpoint
Conduct Implementation Checkpoint
Post Go-Live Support
Begin system use
Project Management
Omnix International
responsibility
Shared responsibility
Client responsibility
Fusion CRM Project Timeline
Project Phase
week
Planning
Prototype
1
Validation
2
3
Analysis and
Presentation
workshops
Functional Setup
Data Conversion
Documentation
Project Management
CRP
1&2
UAT
Transition
4
Sustain
5
Fusion CRM Project Timeline
84
84
2
42
9
27
16
11
10
42
2
Fusion CRM Project Timeline and Phases Tasks
Project Team Structure & Responsibilities
Omnix Sales Cloud Project Team Roles and Responsibilities
Project Manager
•Responsible for day-to-day project activities
•Weekly status reports / milestone
•Issue and risk escalation
Solution Architect
•Gathers business and functional requirements
•Maps requirements to the application
•Designs access and visibility model
•Develops solution prototypes
Configuration Specialist
•Configures page and field layouts
•System set-up / field labeling
•Implements visibility solution
Business Intelligence Specialist
•Gathers business intelligence requirements
•Designs and develops analytics and dashboards
Data Specialist
•Provides data import guidance
•Provides feedback on data import process
•Validate customer data mappings
Client Sales Cloud Project Team Roles and Responsibilities
Project Manager
•Manages communication internally
•Manages and engages resources to participate in the project
•Learns various aspects of the application
•Dedicated to project from kick-off through go-live
Business Analyst/ User Representative
•Manages communication internally
•Manages and engages resources to participate in the project
•Learns various aspects of the application
•Dedicated to project from kick-off through go-live
SaaS Project Application Administrator
•Maintains data integrity
•Provides application setup parameters
•Learns and becomes proficient in Fusion Apps Administrator tools
•Available as needed during the project (50%)
Reporting Specialist
Owner of business intelligence requirements
•Assists in the design, development, and testing of reports
•Available as needed during the project
Data Migration Specialist
•Responsible for formatting and cleansing data
•Ensures correct import data mapping
•Validates imported data
•Available as needed during project (25%)
Project Team Structure
Project Steering
Committee
Omnix Team
Client Team
Overall
Engagement
Direction
Project Director
Program Sponsor
Project
Manageme
nt
Project Manager
Project Manager
QA
Functional Team
Work Teams
Technical Team
Solution Architect
Fusion CRM
Configuration
Specialist
Data Specialist
Implementer &
Trainer
Businesses
Intelligence/
Reporting Specialist
Business
Representatives
IT Representatives/
User representative
SaaS application
Adminstrator
Technical Team
Reporting specialist
Trainer
Data migration
Specialist
Oracle Sales Cloud FSO
Activation Scope 10 weeks implementation
Key Project Assumptions
The implementation project is assumed to be a continuous process from Kick
off to Go Live and through Post go live support .
Successful implementation is dependent on adherence to scope and project
plan.
In order to meet the project timescales, review and decision turnaround times
must be adhered to. Should such a turnaround not be completed within 2
(two) business days, Omnix Project Manager will escalate the delay directly to
The Client
Other Activities and Related Assumptions
 Only standard processes are in scope of the implementation of the Sales Cloud CRM.
 Single sign-on set up is not included.
 A timeline of 15 weeks including 2 weeks is assumed with work products delivered during
the timeframe, counting from the time that the Fusion Sales Cloud system is provisioned.
 Only Train the Trainer Training (up to 6 employees) is provided.
 The implementation is based on the Cloud deployment model, hosted at Oracle
 In the Cloud deployment model, two project environments are available: A sandbox and a
production environment.
 Organizational Change Management will be Client’s responsibility
 No Customization is performed. Configuration within the standard system is performed
 All project documentation, presentations and project communication will be conducted in
English.
 Personalization based on Composers (Data, Page and BI composers), is excluded from the
current project scope and budget.
 Omnix International will provide 10 working days, post go-live support.
 Accept that part of the work performed by Omnix Consulting will not be on-site
Project Exclusions
Out of scope Items
 Integration with other systems is outside the FS. It can be performed as
additional Services.
 Application customization, personalization (more than the items
provided), BI objects development and historical data up loads more than
the items provided) are outside the FSO.
 All these can be performed as additional Services.
 Single sign on set-up is not included.
Additional Services
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Integration with Legacy Systems
Historical Data upload
Development of Custom Reports
User Interface Personalization
On-Demand Training
Additional modules configuration
Interfaces/ Integration with external systems
Additional data load.
Additional reports.
Additional Training.
Contact Us
Omnix International – Corporate Office
Promedia Qatar
37th Floor, Shatha Tower, Dubai Media City
PO Box: 50999, Dubai, United Arab Emirates
Tel: +971 4 366 9555 | Fax: +971 4 362 5355
Email: [email protected]
P.O. Box: 18360, Doha, Qatar
Tel: +974 4 469 4755 | Fax: +974 4 468 9298
Email: [email protected]
Omnix International – Oud Metha Office
Al Nasr Bldg No. 2, Oud Metha Road, Near Rashid Hospital
PO Box: 50999, Dubai, United Arab Emirates
Tel: +971 4 334 4495 | Fax: +971 4 335 5022
Email: [email protected]
Omnix International – Promedia Office
Industrial Area #03, Al Qouz
PO Box: 37560, Dubai, United Arab Emirates
Tel: +971 4 341 1133 | Fax: +971 4 341 1159
Email: [email protected]
Omnix International – Abu Dhabi Office
12th Floor, SJ Tower, Airport Road
PO Box: 418, Abu Dhabi, United Arab Emirates
Tel: +971 2 444 4090 | Fax: +971 2 444 4191
Email: [email protected]
Omnix International – Saudi Arabia
407 Abdul Mohsen, Al Tamimi Center, Dhahram St.
DammanHighway, Al Khobar, Kingdom of Saudi Arabia
Tel: +966 3 865 3593 | Fax: +966 3 864 7237
Email: [email protected]
Omnix International – Jordan Office
Wadi Saqra Street, Bldg No. 238B
P.O. Box 143358, Amman 11814, Jordan
Tel. : +962 6 5677051 | Fax. : +962 6 5677055