Sharing the presentation I delivered at MCX Chicago last week. Some great content for your reference

1. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Achieving Digital Transformation
with Siebel CRM and Oracle Cloud
[BRK1546]
April, 2018
LEADING 20+ YEARS
CUSTOMER SUCCESS

2. Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

3. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Agenda
Siebel CRM 17
Siebel CRM 18
Journey to Cloud
Community Update
1
2
3
Oracle Confidential – Restricted 3
4

4. Siebel CRM 17 – one
of the most advanced
releases in years...
17

5. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Release 17
Customers at different phases of adopting Innovation Pack 2017
Oracle Confidential – Restricted 5

6. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
• Work underway with Oracle University for a new
Siebel CRM Learning Subscription
• Updated content to reflect Siebel CRM 17
• Short Topics can be added for major new updates
as they are added into the product
Siebel CRM 17 Webcast Series (7 x 1 hour)
• Siebel Management Console
• Siebel Composer
• Siebel Approval Manager
• Application Migration
• Open UI Test Automation
• Transitioning to Agile Development with Siebel CRM
• CRM Innovations Delivering Real Business Value
• FAQs / Replays all detailed on
blogs.oracle.com/siebelcrm
• Over 200 FAQs answered
Siebel CRM Training
Oracle Confidential – Restricted 6

7. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
ACS Service Offerings
• Siebel CRM Innovation Pack 2017 Workshop
• Agile Development & Deployment using Siebel CRM Composer
• Siebel CRM UX Design Workshop
• Siebel CRM Migration (On Premise to Cloud)
• Database Migration/Conversion (Cloud database/including non-Oracle)
• Upgrade Assessment via the Oracle Public Cloud
• Upgrade Tuning Service
7
Siebel CRM 17
Oracle Confidential – Restricted

8. Siebel CRM 18
Release Update

9. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 9
Business Process Discovery – using UPT features
to track all User and Backend processes in Siebel
CRM, and export to Process Mining tools
UPT data to automate creation of application
iHelp, user training and Task Based processes
Enhanced Test Automation framework, providing
a complete, free, one-stop suite for application
testing
Test Automation analytical reporting
Product Configurator enhanced to use Oracle
Advanced Constraint Technology (ACT) and
Oracle Coherence Cache – improving
performance
Enhancements to Siebel UCM for Oracle
Banking Platform integration
Oracle Policy Automation Integration
enhanced to support embedded interviews
Enhancements to aid customers with General
Data Protection Regulation (GDPR) projects
Data Visualization – intuitive, modular, drag n
drop , dashboard creation. Infolets, charts,
timelines etc
OOTB 360 Dashboards, Sales, Service,
Engagement
Open UI performance enhancements
Open UI new visual charting components
Enhanced Search – Elasticsearch & faceted
searchSiebel CRM
2018
Siebel Composer, Browser based IDE, Parallel
development, Workflow and Task editors
Streamlined installer for faster deployment
High Availability Gateway clustering
Siebel Management console UX enhancements
Continuous Innovation Delivery – moving to agile releases
Application Migration features more dynamic deployment
Siebel Approval Manager – improved UX and integration
RESTful API – access control, ICS adapter
Mobile Framework – UX and disconnected features
Innovation Highlights – ‘18
Oracle Confidential – Restricted
Customer Experience
Industry Innovation
Autonomous CRM
Business Agility
2018 SOD

10. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 10
Siebel CRM
2018
Customer Leadership
Oracle Confidential – Restricted
Customer Experience
Industry Innovation
Autonomous CRM
Business Agility

11. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Dashboards
Insights with data visualization
• Composer IDE to visually create Siebel views
• Prebuilt Data Visualization Components –
Infolet, Timeline, Chart, Map, Tile,
Navigation Icon, Dashboard etc
• Preview dashboards before publishing in the
context of the application
• Predefined dashboards – Sales, Service &
Engagement (Telco, Financial Services, Hi-
Tech)
• Responsive across devices and form factors
Oracle Confidential – Restricted 11

12. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Simplified Configuration Comparison – Infolet
Improvement - 7x Steps, 5x View navigation, 10x Clicks
Oracle Confidential – Highly Restricted 12
Automated – Infolet Creation
2 Steps, 1 View and 3 Clicks
Infolet from Palette
• Minimal Questions
• Context Sensitive
Defaulting or
Constraining of
Answers
Applet
Creation
• Create
Applet
• Associate
BC
• Add
Search
Spec
• Update
Class
Control
Creation
• Create 2
Controls
• Applet
Title
• Record
Count
Layout
• Add Web
Template
Information
• Add Web
Template
Item
• Applet Title
and Record
Count
Applet User
Property
Changes
• Drilldown
View Name
• Color for
the Infolet
Control User
Property
Creation
• Define
aggregation
Count, Sum,
Avg, Min,
Max
14 Steps, 5 Views and 30+ Clicks
Manual - Infolet Creation

13. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
• Easy to customize: Backed up by HTML5 and CSS
for styling of charts
• Responsive across form factors
• Zoom-in/Zoom-out support
• Efficient rendering helps in scaling up with large
dataset
• Enhanced aggregated queries for analytics:
Pushed the aggregation to database layer (from
Object Manager)
• Support for multiple aggregate types such as
SUM, AVERAGE, COUNT for huge data volume
New D3 Charts engine
Data-Driven Documents (D3) charting engine to implement SVG based charts
13Oracle Confidential – Restricted

14. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
• IP2017 – Migration Solution Recap
– Source and Target servers available/connected
– Discovery is dependent on the source/target
availability
• 2018 – Migration Solution
– Eliminates dependencies on Source and Target
• Assumes that Target is not available
– Organizations have Governance for accepting
migration packages from SI/Vendors
• Consultation: DTAG, Sri Lanka Telecom, DELL, HTC (Saudi
Arabia)
Migration - Centralized, Separation, Segregation Design
Confidential – Oracle Internal/Restricted/Highly Restricted 14
Development Production
Migration
DevelopmentDevelopment ProductionProductionDevelopment Production

15. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Migration
• Near Zero downtime for migration
configuration and extensibility
– Adding a custom service to an existing migration
plan
• Near Zero downtime for actual migration
• Highly extensible infrastructure
Oracle Confidential – Restricted 15
Near Zero downtime for Configuration and Migration

16. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Migration
• Segregation of Export and Import as separate
tasks and packages
• Ability to execute in parallel on source and
sequential on target
• Process orchestration via standards based
interfaces
• Support for Migration from Single Source to
Multiple targets
• Ability to Schedule and send notifications on
status of migration
• Additional logging for Utilities
Oracle Confidential – Restricted 16
Segregation of Export & Import

17. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Version
Rule
Activation Date
Rule
Migration
• Repository Configuration Management supports rules
– Version selection rule are used to bind object references in the
repository to specific versions
– Activation Date rule are used to bind a version in the repository
to a date
• Administrator is prompted to update the Activation
Date for a Version
• Adaptive intelligence is built to adapt to the rules in
real time and activates the applicable RR version
Oracle Confidential – Restricted 17
Incremental Repository – Version Activation Rules MAIN
Source Repository
1
2
3
4
2018IP2017
Activation Date
Rule
MAIN
Production Repository
2
3
4
1

18. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
• Client side Integration using Embedded
Interview Approach
• No Cross Domain scripting risks due to
iFrame
• Easy deployment & customization
• Rich UI with capability to inherit 3rd party
styling
• Lower TCO
• Easy to upgrade OPA version
OPA Integration – Siebel CRM with OPA 12.2.7 and above
Embedded Interview Approach
18Oracle Confidential – Restricted

19. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 19
WEBCONTACT
CENTER
SOCIAL
MOBILE
FIELD SALES
FIELD
SERVICE
STORE
IOT
Person-to-Person Person-to-Machine Machine-to-Machine
DeliverDeriveDiscover
Personalized User Experience | Autonomous Enterprise Applications
Rooted Insights
Advanced Analytics | Predictions | Scoring |
Recommendations
Automation
Process Automation | Fluid Dashboards
Unlocking Value from Data
Journey towards Autonomous Enterprise Applications
S i e b e l C R M D a t a | S o c i a l D a t a | O ra c l e D a t a C l o u d | E x t e r n a l S y s t e m s D a t a
Cognitive
Bots - Text | Voice | Video
Oracle Confidential – Restricted

20. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 20
Translate Usage Pattern data into Process Flows
• Unit Mode: Single process, recorded at front-end
• Bulk Mode: Multiple processes, recorded in back-end over a
period of time for a group of users.
Siebel Process Discoverer
Oracle Confidential – Restricted

21. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Process Discoverer
• Unit Mode
– For a single process flow, convert the UPT log into a
ordered series of steps.
– When a user is recording a process using Record
button in the UI, it is considered as a Single Capture.
– Process steps can be viewed from the Process View
• Bulk Mode
– Convert UPT logs into multiple processes.
– Ability to configure delimiters to set the boundaries
for different processes.
– Segregation of processes based on Process ID.
– Availability of System Preference to disable capturing
of Input column (user provided data).
– Output can be stored in SFS or SAN.
Oracle Confidential – Restricted 21

22. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Application Help
– Automatically generate iHelp using screen
recording
– No Siebel technical knowledge required
– Multiple benefits
• Directly captured from the UI flow
• New admin UI for reduced page refreshes
• Vertical designer for single page view
• Preview at design time
• In future, provides the opportunity to leverage ML
to automatically improve the processes
Oracle Confidential – Restricted 22
Ease of creation

23. Demo

24. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 24
Process insights using Siebel CRM Data
Analyze Processes and User Journeys using Siebel UPT
• All data
• All users
• All variations
Input UPT Data
Siebel CRM process flows derived
from UPT logs
• Frequency of process flow
• Deviations in application click stream
• Time consumed at individual step level
• Variations in time consumed at every step
• Abandoned flows
Analyze Processes
User journeys and Business
Process deviations
• User Training – At Individual / Group /
Organization level
• Application Improvements
• Process Streamlining
• Process Automation
• Changes to Standard Operating Procedures
Unlock Value
Compliance, Training and
Automation opportunities
Oracle Confidential – Restricted

25. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 25
Continuous Delivery: Serial Updates
• Multiple parallel codelines
• Annual Innovation Packs
• Incremental upgrade: IP13 - IP17
• 18-month patchsets
• Single cumulative codeline
• Continuous Innovation Updates
• Patchsets: 17.1 – 17.6
• Updates: 18.4 onwards
• No 18-month patchset cutoff
• Nomenclature is Year.Month
Oracle Confidential – Restricted

26. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Continuous Delivery
1. All future features to be delivered in Updates
2. Updates may contain features from the Statement of Direction
3. Logical naming process, related to the date of release, so an Update in
April 2018 will simply be called 18.4
4. The new delivery model will begin with our 18.4 Update
5. 17.6 is the last “Patch Set” and 18.4 will be the start of “Updates”. Note
that moving from 17.6 to 18.4, is simply applying an update, like a patch,
this is not an upgrade
Oracle Confidential – Restricted 26
Explanation of the new ‘18+ model

27. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Journey to Cloud

28. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Cloud Opportunity
Move your Siebel CRM application to the Cloud
Get started with Dev and Test environments.
Embrace Cloud without Business Disruption
Low risk adoption of Cloud technology
Achieve Modern Customer Experience
Leverage Siebel CRM, add CX Cloud Apps
Trusted Business Partner
Oracle team can help you understand Cloud
28Confidential – Oracle Restricted

29. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |
Migrate On-Premise Siebel CRM Instances to Oracle Cloud
29
SSH
Cloud Siebel InstancesOn-Premises Siebel CRM Instances
Siebel Dev / Test Siebel Dev/Test Siebel ProdSiebel Prod
Install images
Linux → Linux
Oracle DB → Oracle DB
Siebel
IP2017
→ Siebel
IP2017
Siebel
IP2016
→ Siebel
IP2016
Customer Datacenter Oracle Cloud
Migrates
• Business Configuration
• Business Data
• Customizations
• Application Patch Level
Available Today
Planned
• Like-to-Like Migration
• Release Version IP2017 and IP2018

30. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |
DIGITAL TRANSFORMATION WITH SIEBEL CRM ON CLOUD
• Oracle Financials Cloud and Oracle Fusion Incentive Compensation Cloud Service with the
Siebel CRM applications running in the Cloud (IaaS)
• Moving workloads to Cloud saves the company about $385,000 a year in operational costs
• Paperless loan process with OPA and Documents Cloud
AUTOMATIC SCALING OF
SIEBEL CRM DEPLOYMENT IN
THE CLOUD REDUCES
OPERATING EXPENSE
ORACLE PLATFORM
SIEBEL CRM / CLOUD IAAS / FINANCIALS CLOUD / OPA CLOUD / DOCUMENTS CLOUD / SALES CLOUD / SOCIAL CLOUD
$385k
SAVINGS P.A.
Confidential – Oracle Restricted 30

31. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Best Of Both Worlds
Confidential – Oracle Internal/Restricted/Highly Restricted 31
Run the
Siebel CRM
you
KNOW
Leverage the
Siebel CRM you
OWN Differentiate the
Siebel CRM you
Configured

32. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
“SAAS Mobile”: Extend Siebel with Mobile in 5 Min!
Mobile for Citizen Developers using MAX/MCS (like ABCS for web)
ERP Cloud
Service
Cloud
Sales Cloud
32

34. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Enriched Customer
Buying Experience
One-Stop-Shop
Marketing Automation
Streamlined
Insight-based Sales
Social-Enabled
Service and Sales
Comprehensive
Product and Pricing
Complementing Siebel with CX Cloud
Leverage Siebel’s Rich Industry Data Model, Business Processes and Adaptive UI with Modern CX Cloud
Oracle
Sales
Cloud
Oracle
CPQ
Cloud
Oracle
Service
Cloud
Oracle
Social
Cloud
Oracle
Marketing
Cloud
Oracle
Commerce
Cloud
Omni-Channel
Customer Care
Take Advantage of Existing Investments While Leveraging New Innovations 34

35. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Oracle Integration Cloud
Simplify Connecting
Key Features
• Hub-and-spoke
• Wizard-based user interface
• Support both on-premise, cloud
How It Works
1. Decide which apps to connect
2. Map the passing of data between them
3. Go!
Oracle Integration Cloud Service (ICS)
Oracle
Marketing Cloud
Oracle
CPQ Cloud
Oracle
Sales Cloud
Oracle
Commerce Cloud
Oracle
Service Cloud
Oracle
Social Cloud
3rd Party Cloud services
Oracle On-prem apps
Siebel, PSFT, EBS, JDE,
3rd Party On-Premise apps
Oracle Customer Experience Cloud
Oracle
ERP/SCM Cloud
Oracle
HCM Cloud
35

36. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
LARGEPREBUILTADAPTERLIBRARY
SERVICENOW MS CALENDAR MAILCHIMP LINKEDIN GOOGLE CALENDAR GMAIL SIEBEL ORACLE DATABASE TRELLO
DOCUSIGN TWITTER SUCCESSFACTORS EVENTBRITE EVERNOTE FACEBOOK EBS MS SQL SERVER AQ
ORACLE UTILITIES REST FIELD SERVICE NETSUITE SALESFORCE MS MAIL SURVEYMONKEY JMS JDE
ELOQUA MESSAGING SALES CLOUD MYSQL DB2 FTP SAP R/3 SOAP CONCUR
COMMERCE CLOUD CPQ CLOUD RightNow ERP CLOUD RESPONSYS TWILIO ADOBE ESIGN MS CONTACTS ARIBA
Confidential – Oracle Restricted 36

37. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 37Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 37
CHALLENGES
Poor utilization from sales due to UI and inflexible nature
Disjointed visibility into accounts, sales, opportunities, and
orders
Heavily customized Siebel instances with deep integration
Poor integration with their Salesforce implementation
struggled to meet business requirements
Schneider National
Removes Salesforce &
Extends Sales With
Sales Cloud
Improved productivity with robust
Mobile Selling Tools
Streamlined UI
and improved
utilization
Real-Time
Visibility
across the
enterprise with
connected
reporting

38. Community

39. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Siebel CRM Roadshow
39Oracle Confidential – Restricted
MOSCOW
BUCHAREST
MECHELEN
HONG KONG
CANBERRA
MELBOURNE
SYDNEY
LONDON
BANGALORE
DELHI
SAN FRANCISCO
UTRECHT
FRANKFURT
KUALA LUMPUR
JAKARTA
ORACLE HQ
PHOENIX
MUMBAI
BANGKOK
DUBAIATHENS
TORONTO
SRI LANKA
AUSTIN
NEW YORK
Event Locations ‘16 & ‘17
LOS ANGELES CHENNAI
Customer & Partner
organizations attended
Roadshow events
468

40. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
U.S.A.
Los Angeles
April 3rd
FINLAND
Helsinki
April 5th
S. ARABIA
Riyadh
May
U.S.A.
Dallas
May 15th
CZECH. REP
Prague
May 31st
FRANCE
Paris
June 5th
SPAIN
Madrid
June 7th
CANADA
Vancouver
June 7th
BRAZIL
Sao Paulo
June 19th
CHILE
Santiago
June 22nd
U.S.A.
Washington
July
INDIA
Delhi
July 3rd
RUSSIA
Moscow
July 11th
ITALY
Milan
July 24th
GERMANY
Frankfurt
July 26th
MEXICO
Mexico City
July 17th
HUNGARY
Budapest
August
U.S.A.
San Francisco
October 21st
HOLLAND
Utrecht
October 30th
U.K.
London
November 6th
CANADA
Toronto
November
AUSTRALIA
Sydney
November
N. ZEALAND
Auckland
November
MALAYSIA
Kuala Lumpur
December
INDIA
Bangalore
December
S. AFRICA
Johannesburg
December
Siebel CRM
Grand Tour LEADING 20+ YEARS
CUSTOMER SUCCESS
Siebel CRM Grand Tour
blogs.oracle.com/siebelcrm/siebel-crm-grand-tour
Oracle Confidential – Restricted 40

41. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Event Outline
Time Presentation Team
9.30 – 10.15 am Executive Strategy Update
Strategy update, thematic Siebel CRM Transformation (Vision, Innovation, Value)
Oracle
10.45 – 11.30 am Siebel CRM Innovation
Latest Innovation Highlights
Oracle
11.30 – 1.00 pm Customer Success Stories Customer
1.00 – 2.00 pm Lunch Oracle
2.00 – 3.00 pm
Siebel CRM and Cloud – Unlocking the Potential
Demo Scenario - Siebel CRM augmentation with Cloud CX Suite and Cloud Platform
Oracle
3.00 – 3.30 pm
CRM Strategy – Shaping the Future
Customer roundtable to discuss Burning Issues and visions for CRM
Oracle
1
2
3
4
5
Siebel CRM
Grand Tour
Oracle Confidential – Restricted 41

42. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 42
Product Development Sponsors
Collaboration
A closer, more personal and
direct relationship leading to
improved collaboration
Product Strategy
Provide customers & partners
with the direct line to tell us
their pain points and most
wanted product features
Advisory
Provide customers & partners
with the correct information
about Siebel CRM
Success Focus
Build on our recent
engagements to ensure
customer & partner success

43. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 43Oracle Confidential – Restricted
OpenWorld 2018
• October 22nd - 25th
• CAB event on Sunday 21st October
• Call for Speakers is open, please let us know if you are interested to
present

44. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Oracle Customer Connect
Oracle Confidential – Restricted 44
customerconnect.oracle.com