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Open UI Migration: Testing Tips and Tricks

Testing your freshly migrated Siebel Open UI is no small task. We’ve mentioned before the importance of having testers on your team. The task of testing Siebel Open UI is more challenging than most people expect. There is not a single page, functionality or feature in the entire user flow that the Siebel Open UI migration does not touch. Because of this it is important that anything you use in your business processes is carefully tested.

Having successful completed many Open UI projects for our enterprise clients, we’ve identified several best practices for testing.  These best practices have enabled our QA team members to identify elusive bugs that often pop up right before production deployment.

Best Practice #1
Monitor the Browser’s JavaScript Console

Our first best practice for testing is to keep a close eye on the browser’s JavaScript console. Since Siebel Open UI does all its magic using JavaScript instead of ActiveX, there is a chance you will see a failed function, or XHR call, that may not be noticed on the actual page.

Not every JavaScript failure causes a clear error, such as a page malfunction or appearing blank.  Errors can included items failing to render on a page. Your QA team members will not always know exactly what, in addition to the main features,  should appear. We’ve also experienced some of the functions trying to call your Siebel backend for an operation (invoking a business service for example) but never get through.

These types of failures will appear in your JavaScript console. To accurately communicate the bug, your QA team members can provide a log showing exactly where the problem occurs.

Best Practice #2
Test the Back, Forward and Refresh Buttons

Using a browser’s back, forward and refresh buttons are rarely part of a typical user flow, but they do get used.  No two employees use an application in exactly the same way. There are situations when using navigation breaks your custom Siebel functionality.

It is always best to test for this type of unexpected user behavior, and to test across all the browsers your plan to support.

Best Practice #3
Test for Page Resize

Every one of your employees organize their digital workspace differently. Some like to have everything full screen. Others prefer to place resized windows on different locations of their screen.

As developers, it is our job to support the variety of ways employees like to work. Therefore it is important to test how a page behaves when resized.

We’ve discovered several visual defects by resizing the page, ranging from a missed minimum width limitation on screen or elements, all the way to elements shifting positions in the wrong order when bunched together. These bugs would rarely show up in full screen view.

Best Practice #4
Thoroughly Check Editable Fields

Our fourth tip for testing is to thoroughly check editable fields. On multiple occasions our testing experts have discovered that a read-only field was editable in Siebel Open UI. This poses both a vulnerability and a potential for data corruption as a result of unwanted edits.

Our tip is to make sure that whenever a field is editable, that it can be changed for a valid business reason.

aMind Delivers Open UI Success

Siebel Open UI delivers more power to customize your UI physical layer, and with that power comes a greater responsibility to test and make sure that things are as smooth as they can be. We hope these Open UI testing tips and tricks help you find elusive bugs that may cause performance issues.

At aMind Solutions we’ve been helping Siebel customer extend, migrate and mobilize Siebel for more than a decade. Best practices like these, as well as our experienced team of Siebel, JavaScript, testers and UI/UX experts, allow us to guarantee that your Siebel Open UI migration is completed on time and on budget.

Open UI Migration: Experience-based Best Practices

With every technology, programming language or framework, there are things that you will never find in official documentation. You only discover them during a  hands-on implementation.

After many successful Open UI migrations we’ve learned where the gotchas are, and have developed a set of best practices to avoid them. Some are pretty obvious (although we still see them), others may be new to you. Read on for how to have a painless Open UI migration experience.

Siebel Open UI Best Practice #1
Do Not Modify Out-of-the-box Files

Our first recommended best practice is to not modify Siebel Open UI files right out-of-the-box. Instead copy the files into a custom folder and make sure they are loaded in from there. Often you will need to figure out whether the bug you are trying to fix happens out of the box, or is the result of your modifications. It is difficult to know where a bug originated if you don’t have an original file handy.

Even more frustrating is the situation where Oracle releases a Siebel update and you have to move the updates/fixes over to your custom JavaScript file. You won’t be able to because you modified the original file in place. It is also easier to find all of your custom files when you separate them, since they are not mixed in with the original files.

Siebel Open UI Best Practice #2
Put Your Custom Files On Version Control

Our second recommended best practice is to put your custom files on version control. Even when as few as two developers are working on a single file, omission of your colleagues work is bound to happen sooner or later. You add something and test it by placing your custom file on the test server. Well, guess what, so did your colleague. Depending on who put the file on the server latest, either your or your colleague’s fix/work will not reach testers. The solution is simple: put those custom files on version control.

Siebel Open UI Best Practice #3
Avoid Modifying Base CSS Classes

We follow a best practice of not modifying base CSS classes. We suggest creating a new class and assign it where needed in template. Unless you are absolutely sure that the class you are modifying is not used anywhere else, there is a high probability that you will introduce unwanted changes in other places.  If someone else goes to fix that unwanted change, they may end up reversing your change. This causes frustration and misunderstanding.

Siebel Open UI Best Practice #4
Avoid Using Inline JavaScript in the Templates

Lastly we recommend you avoid using inline JaveScript in your templates. Open UI changed many things, among them the sequence of executing inline JavaScript found in your templates. Inline JavaScript is not a great idea to begin with since it is impossible to debug and you can’t reuse the code in other templates. Inline JavaScript becomes even more problematic when it has the potential to break the entire page.

Because inline JavaScript is now executed after the HTML has been generated for the template, it is impossible to insert DOM elements at a specific location using inline JavaScript. There is no graceful way to recover from a situation where your inline script calls document.write() function to add an element on the page, but you end up overwriting the whole page. All you encounter is an entirely blank page.

The first time it happens you might think that Siebel is down. Or that the JavaScript framework has died.  The best way is to avoid using inline JavaScript altogether and to put the code you will need to execute into a function in the JavaScript file of its own. This way it makes the code reusable, and much easier to debug and edit while testing.

Please note that if you edit an inline script in the template, Siebel must be restarted for the change to take effect. This differs from using JavaScript and CSS where changes are enacted with a simple click of the refresh button.

aMind Delivers Open UI Success

We hope these best practices help your Open UI migration project run smoother. At aMind Solutions we’ve been helping Siebel customer extend, migrate and mobilize Siebel for more than a decade. Best practices like these, as well as our experienced team of Siebel, JavaScript, testers and UI/UX experts, allow us to guarantee that your Siebel Open UI migration is completed on time and on budget.

Open UI Migration: Pitfalls of Wrong Assumptions

Migrating to Siebel Open UI extends both the lifetime and the return on investment for your Siebel application. It removes limitations imposed by outdated ActiveX and IE dependency and as a result enables you to do a plethora of things previously unavailable.

But unlike many previous Siebel updates, to achieve migration success you must re-evaluate common assumptions about Siebel Open UI. Why?

Well, to start off, don’t look at Siebel Open UI as an “update” to the front end of your Siebel application. It is actually a full-blown overhaul both in architectural and visual sense. When your application loads up Siebel Open UI front end, it is not loading up a set of helper JavaScript files, it is loading up a complete UI framework. In this sense Siebel Open UI is much closer to a standalone single page application architecture than many assume it to be.

What other assumptions cause pitfalls on the path to a successful Siebel migration?

Assumption 1: Testing is not needed 

While Oracle provides well documented migration procedure, it does not mean that testing should be omitted. Remember, Open UI is not a minor upgrade. It impacts EVERYTHING in your front end. You owe it to all of your users to fully test all the user flows and every feature that your business processes use. Don’t be surprised if out of the box features do not work. Get your testers together and let them comb though. Better safe than sorry.

Assumption 2:  Legacy template compatibility 

One of the wide-spread assumptions is that legacy custom templates are compatible with Siebel Open UI. Unfortunately that is far from true.

As an example we can use inline JavaScript frequently used in custom templates. Due to the change in execution order and the way that templates are rendered in Open UI a lot of things in inline script can break your page (document.write() JS function in particular is known to be a culprit).

Additionally Open UI has abandoned using <table> and it’s children tags for table layouts in favor of CSS based classes that format divs into tables. There is also a very high chance that any custom JavaScript that you used to call from your template will not work due to Open UI adopting a Physical Renderer / Presentation Model pattern.

 Assumption 3: Only Siebel admins are required for migration 

We highly encourage you to read our article about getting the right team together for Siebel Open UI Migration. You can find it here.

The point of the article is that you need far more people than your Siebel Admins. We already mentioned QA Testers above. You also need front-end developers to fix the template/script bugs that those testers find. How about a front-end designer to take full advantage of new found freedom of augmenting your UI with HTML5 features and full CSS controlled theme and style.

Assumption 4: All legacy features are supported 

Some of the legacy client features have been dropped in Siebel Open UI for usability purposes.  Oracle has done few a writeups on these including, Behavior of Standard Interactivity Views in Siebel Open UI, Differences Between the Siebel Open UI Client and the High Interactivity Client and Comparing Features Between Siebel Open UI and the Traditional Clients. Do take some time to familiarize with these in order to understand how much of a change Siebel Open UI really is.

aMind Siebel Open UI Services
If these assumptions sound familiar, it may be time to call in expert project management combined with Siebel and UI skills. For more than a decade we’ve helped the world’s leading brands optimize, extend, mobilize, and migrate Siebel to the cloud. Ask us for a free quote on your Siebel Open UI project. It will cost less than you think, and we guarantee your Siebel Open UI project to be on time and on budget.

Siebel Open UI Planning
Open UI Migration: Accurate Planning and Estimation

Siebel Open UI is currently one of the most sought-after upgrades, for businesses using this battle-hardened CRM. This comes as no surprise. After all, to quote Oracle:  “Siebel Open UI is a standards-based, open client for Siebel Business Applications. Siebel Open UI provides a rich user interface experience, like the high interactivity client, but it supports any modern browser, like the standard interactivity client. Siebel Open UI is an alternative to these traditional clients and presents many advantages over both.”

The migration is pretty straight forward. It is well documented by Oracle. The rewards you reap are surely worth the effort. Beware though, if rushed, this much-desired migration might turn into a daily exasperation. How exactly? Read on!

Some of the most frequent mistakes happen due to incorrect planning and estimation. Wrong assumptions are made. Testing is frequently omittedRequired resources are unallocated. This causes missed deadlines, frustration and sometimes even a decision to abandon the Open UI migration.

Here are a few assumptions that contribute to an escalating probability of problems:

  • The assumption is made that custom templates and scripts are directly portable to Open UI. They are not! Things such as an inline DOM manipulation script on page may break when used in Open UI.
  • Testing is presumed unnecessary. IT IS! Some features in Open UI are known to be broken out of the box. Some of your custom templates may break as well due to incompatibility with Open UI.
  • Critical resources such as testers, UI Specialists and Siebel Admins/Architects are frequently unallocated. Depending on your use, most of the above resources may be mandatory.

Having experience with multiple Open UI migrations, the aMind team has developed the following migration process, that planning and estimation should be run against:

  1. Perform Siebel Open UI Migration as per Oracle instructions.
  2. Test and verify Open UI OOTB functionality.
  3. Test your existing application in Open UI and verify what works and what does not. Compile a list of custom templates.
  4. Based on the test results from #3 above, identify the templates that will need to be re-implemented, and fixed.
  5. Identify Product Models that require modification, especially UI options and properties that affect the Open UI operations.
  6. Open UI custom visual style implementation. This is a tedious and time consuming step.
  7. Estimate the time required for each modification.
  8. Implement each modification.
  9. Migrate modified JavaScripts and templates, including modifying UI Files, UI Object BCs to migration custom cfgrenderer.js and other custom JavaScript files.
  10. Test each modification.
  11. Test stage and post production support.

The time to complete these steps varies based on the following factors:

  • Number of business processes and features used (e.g. are you using basic CRUD operations only or do you use multiple complex processes such as configuration, ABO, pricing, etc)
  • Number of available resources
  • Severity of modifications and the number custom objects/templates.
  • Complexity and amount of custom scripts used.
  • Number of supported browsers
  • Requirement of custom theme/branding

Looking at the list and considering all the variables may give you a bit of vertigo, but they are necessary. Many migration attempts have been besieged by problems that appeared by overlooking the important steps listed above or waving them off as tasks that will only take a few minutes.

In order to correctly estimate and plan your Open UI migration effort, the migration process should be scaled against the multiplier factors and result in a clear timetable with safety buffers for unexpected problems and milestones based on clear steps/goals.

While migrating to Siebel Open UI is a daunting task, fear not. aMind Solutions has extensive Open UI migration experience. We are happy to provide a team of experts to successfully migrate to Open UI on time and on budget. And, best of all, we guarantee it.

Open UI Migration: The Right Team for the Job

Siebel Open UI migration is a hot topic among many businesses that look to breathe new life in their existing Siebel implementation. HTML5, modern browser support and many other features make it an attractive step to take.

This is probably why the “Siebel admin guys” of your company are bombarded with requests to move to this new, exciting expansion of a tried and true CRM. But, did you know your  “Siebel admin guys” are not the only resources you need for this migration? Lack of the right talent is one of the pitfalls that numerous Open UI projects encounter.

Here’s why your IT team doesn’t have all the resources necessary for a successful migration.

The custom templates that you use are not guaranteed to 100% work in Siebel Open UI.

According to Oracle: “Some of the features from the traditional clients are not currently available in Siebel Open UI.” For more information, see Siebel Open UI Deployment Guide, 1499842.1 (Article ID) on My Oracle Support.  Some of these features might be provided in future releases.

If you require any features that are not currently available in Siebel Open UI, then you can continue to use the high interactivity or standard interactivity client. To remediate any limitations in feature availability, you can locate Siebel Open UI applications on the same Siebel Server with your existing standard interactivity or high interactivity applications. All of the applications can use the same set of SRF files.

Note:  Some features of the standard interactivity client are not supported for automatic conversion to Siebel Open UI. Not all of the standard interactivity features can be manually migrated to Siebel Open UI. Migrating applets or views to Siebel Open UI requires high interactivity equivalent applets or views in Siebel Tools. If an equivalent view is available for Siebel Open UI or high interactivity, then Siebel Open UI can render this view. For more information, see Behavior of Standard Interactivity Views in Siebel Open UI.

You may want to change some parts of the visual theme as well as implement your branding flair such as logos and color scheme.

There is a strong possibility you will need to modify some of Siebel Open UI’s JavaScript to either achieve your custom feature, or fix a problem with your custom template.

Based on above, and other multiple scenarios that may arise due to Siebel Open UI being a total overhaul of Siebel’s front-end both on architectural and visual level, here is a list of people that we believe you should have on your team:

  • A Project Manager – where would we be without them?
  • Siebel Admins / Solution Architects – people that know your Siebel system inside and out.
  • QA specialists / Testers – there is no part in Siebel UI that hasn’t been touched on by Open UI migration. You need testers to run through all of your user flows to identify problems with both out of the box and custom features/templates.
  • Front-end Developers – there is nearly a 99% chance your custom templates are going to break. If they do, there is another 99% chance you will need to dig deep into Open UI’s JavaScript files and modify them to achieve your goal.
  • Front-end Designers – it would be a shame to be untethered from all the limitations of previous clients and not use your new found power. HTML5 supports, layouts and styles controlled by CSS and nothing hidden behind ActiveX. Finally your user interface design is within your full control. Change it to your liking.

Some of these positions can (and sometimes should) be combined into a single capable resource, nonetheless, each of them is a cornerstone of successful Open UI migration.

aMind Delivers Siebel Open UI Success

Don’t have all the skills in house? Let us lend a hand or two. aMind will augment your staff, or manage and staff your entire Siebel Open UI migration. Put your project in the hands of our experienced staff and we guarantee delivery on time and on budget, for far less than you ever imagined.

Leading Global Consumer Goods Beverage Company Selects aMind for Mobile Sales

One of the world’s leading consumer goods beverage brands has selected aMind to deliver their enterprise mobile solutions for their North American sales force.

As part of a strategic focus to enhance sales rep productivity, the initiative will provide the company’s business development managers, regional operations specialists and account executes anywhere/anytime access to relevant customer, sales and marketing information and functions from mobile devices using TethrOn, aMind’s platform for enterprise mobility.

The partnership with aMind was initiated from the company’s frustration with deploying Siebel Open UI Mobile to provide a mobile experience for their sales users. A number of factors significantly restricted the adoption of this initial solution, specifically, the lack of UI/UX flexibility for delivering an ideal app for users, no support for offline access and the restriction to Siebel data only. aMind’s domain expertise in mobilizing Oracle Siebel CRM, along with it’s innovative platform for enterprise mobility, TethrOn, was selected to specifically address these limitations experienced with Siebel Open UI Mobile.

The initial phase of the solution will provide sales users and account executives the ability to execute mission critical sales and marketing activities from their tablets for both online and disconnected use. This includes enabling order capture for both activation and re-supply at company retail locations, as well as exposing the review and approval of quarterly and annual trade promotions targeted for large grocery stores.

By partnering with aMind Solutions and TethrOn, this leading global consumer goods beverage company’s mobile roadmap will be delivered using a mobile experience that’s easy to use, easy to deploy and highly flexible.

Watch a recording of aMind’s CPG Retail Execution Reference Application

aMind Solutions and IBM Partner to Deliver Siebel/Salesforce Hybrid Co-existence Solutions

aMind’s technology unlocks legacy Siebel CRM systems to begin the migration to the Salesforce Cloud.

SAN RAMON, CA, January 4, 2016— aMind Solutions and IBM, have entered into a partnership to help Siebel-based enterprises ease the migration from legacy Siebel systems to cloud-based Salesforce CRM. The partnership provides Siebel CRM users with proven technology and implementation services to migrate to Salesforce cloud while eliminating the  risk, cost and organizational impact of a full rip and replace of their Siebel CRM system.

Siebel customers who have spent years implementing CRM and have custom processes with many integrations to other systems can now start a multi-phase approach to migrating core SFA, call center and partner engagement capabilities to the cloud.

IBM selected aMind as their exclusive Siebel/Salesforce hybrid co-existence partner because of the company’s proprietary web application framework and history of successful co-existence implementations.

aMind offers the only pre-built technology that leverages legacy Siebel CRM investments while enhancing the look, feel and performance of sales and service applications. The framework unlocks Siebel data, workflows/engines and integrations in real-time within the Salesforce user interface. By adding an agility layer on top of Siebel, aMind  enables Siebel-Salesforce co-existence minimizing the risk, cost and organizational impact of a complete Siebel replacement.

Key benefits of aMind’s hybrid co-existence solution include the ability to:

  • Migrate core Siebel CRM capabilities to Salesforce for best of breed capabilities and usability.
  • Rapidly integrate Siebel processes into Salesforce.
  • Deliver a seamless user experience through a unified Salesforce UI/IX that improves adoption and usability across all channels.
  • Lower risk and reduced organizational impact. Siebel investments can be unwound gradually.
  • Develop at the speed of Salesforce.
  • Lowest cost approach that delivers real ROI.
  • Defer or avoid Siebel upgrades. aMind’s solution supports all Siebel versions.

aMind Solutions is the leading provider of technology accelerators and services that help the world’s best known brands migrate their Siebel CRM system to the cloud.  The company maintains 100% customer satisfaction, with more than 70 successful CRM software implementations including Charter Communications, Time Warner Cable, Global Village Telecom, Intuit, Stryker, and NetApp.

Learn more about IBM and aMind’s Siebel-Salesforce co-existence solution.

Forrester & aMind Solutions Present: Modern, Mobile CRM

In this webinar series Kate Leggett from Forrester Research and Billy Hunt, CEO aMind Solutions and co-founder of TethrOn, walk through the key components to successful sales and customer service interactions.

The presentation includes mobile statistics from Forrester’s files along with customer success stories. Watch and discover how forward-thinking enterprises are transforming their businesses with mobile CRM. See how they are able to do it without upgrading or replacing prior enterprise software investments.

Part 1: Arming Workers to Meet Expectations of Empowered Customers

Discover how to meet customer expectations in a new world where customers now control the conversation. You will learn how to provide employees with tools that satisfy customer expectations of effective, easy and emotional engagement. And how to provide them with all the information they need, from any system, in ONE app.

Part 2: Mobilize Anytime, Anywhere Workers

In part two of this series, Kate and Billy continue the Modern, Mobile CRM discussion. In a world where nearly 30% of employees work remotely, mobile support is increasingly important. Learn how to quickly deploy mobile apps that provide the right information, at the right time, in the right place, offline and on.

Cablevision Monterrey Selects TethrOn’s Enterprise Mobility Platform

Robust offline sync, rapid deployment model, flexibility to grow, and ease of in-house maintenance key factors in selection.

TethrOn announced today that Mexico-based telecommunications company Cablevision Monterrey, has selected TethrOn as its chosen mobility enablement platform. TethrOn’s enterprise mobility platform will allow Cablevision to rapidly build robust mobile apps.

Cablevision selected TethrOn after an extended review of options, including custom app development and other mobile development platform solutions.

Director of I.T. Jose Quinonez Lopez, speaking on behalf of Cablevision, reports, “Our requirement was to get a framework to accelerate mobile applications development. Our first project is a door-to-door selling application. We need the project implemented in less than two months. We chose TethrOn to handle this challenge.”

TethrOn’s “no code” development approach means that comprehensive mobile applications can be built rapidly. The TethrOn enterprise mobility platform includes prebuilt backend connectors, data access code, synchronization of data and security. This frees developers to focus on defining business processes and creating a branded user interface.

When making their decision, Cablevision was satisfied with the ease of building mobile apps using TethrOn’s technology. The end-to-end process for developing an app using TethrOn’s enterprise mobility platform, encompasses data integration, app development and configuration in a single, point and click development environment.

Furthermore, the TethrOn platform includes a high performance offline sync engine, which outperformed competing products that were evaluated by Cablevision. This combination of rapid app deployment, and high performance sync, made the TethrOn solution stand out as the best path for Cablevision in developing enterprise-grade mobile applications.

Quinonez confirmed the selection of TethrOn’s platform, “We look forward to using TethrOn as the platform to meet our upcoming needs for mobile business applications.”

aMind Solutions Introduces TethrOn – Offline Mobile App Solution for Custom Sugar Apps

aMind Solutions announced the availability of TethrOn for Sugar 7, CRM software from SugarCRM.

TethrOn enables enterprise developers to build and deliver offline and online capable mobile applications for field sales and service personnel that incorporate data directly from Sugar, as well as a broad range of other enterprise applications.

The TethrOn mobile development platform is immediately available to Sugar customers and partners, and is also listed on the SugarExchange.

TethrOn enables the development of data-rich mobile Sugar apps without developers having to write a single line of code. Back-end enterprise connections to leading enterprise solutions, bi-directional sync, offline access and security are all pre-built. As a result, custom Sugar mobile apps built with TethrOn deploy five times faster and for one-half the cost of custom-built solutions.

Recognized by leading market analysts as a CRM visionary and innovator, Sugar is deployed by more than 1.5m individuals worldwide. Sugar helps businesses create extraordinary customer relationships with a highly flexible and affordable CRM solution.

TethrOn’s offline mobile capabilities maintain these exceptional customer relationships in the most remote locations on Earth. Patent pending sync technology delivers robust support to Sugar field users by syncing more than 250,000 records per minute. Instant access to mission critical data improves sales and service performance, even when an Internet connection is not available.

“We are excited to bring limitless mobile capabilities, including offline mobile support, to Sugar’s growing ecosystem”, remarked Billy Hunt, CEO for aMind Solutions. ” SugarCRM’s focus on providing a highly configurable platform aligns closely with our philosophy to enable flexible, point-and-click mobile app development.”

Using TethrOn, mobile app developers are able to rapidly turn legacy, cloud, and custom enterprise systems into CRM mobile apps for any device using HTML 5, Android or iOS.

“Our customers often have complex data needs and we are always looking to provide them with innovative technologies that help them get the most out of their Sugar investment.” reports Mark Weitzel, Sr. Director, ISV Alliances for SugarCRM. “TethrOn enables our customers to build an integrated mobile experience that combines data from legacy systems, like ERP, with data from Sugar. We are thrilled to add TethrOn to the Sugar partner network.”

The TethrOn enterprise mobility platform supports any combination of native apps on iOS or Android, or an HTML/hybrid app using a single mobility platform. Pricing is based on a SaaS model. A free 30-day trial and mobile quick start packages are available.

Leap Beyond Salesforce1 – Webinar Replay

Rapidly Deploy the Most Robust Salesforce Apps on the Planet

Are you frustrated by Salesforce1 limitations for mobile apps that work “offline”?
Would you like to simply point-and-click to mashup enterprise-wide data?

View the Webinar replay here and make the leap to robust mobile.

TethrOn makes it fast and easy to build powerful data-rich mobile apps that mobilize your sales team.

During our live demo you will see how TethrOn helps you rapidly build:

• Robust, composite apps, without writing a single line of code.
• Apps that work seamlessly when offline.
• Integrations to data and processes from Salesforce, apps, Siebel and any other enterprise system.

aMind Solutions and Apttus Partner to Deliver World-Class SaaS CPQ Solutions

Strategic partnership will accelerate the delivery of SaaS CPQ solutions across communications, hi-tech manufacturing, and life science verticals.

SAN RAMON, CA, August 25, 2015 /24-7PressRelease/ — aMind Solutions and Apttus, the category-defining Quote-to- Cash solution provider, have entered into a new strategic partnership to deliver world-class SaaS configure, price, quote (CPQ) applications across sales, call center, partner, and e-commerce channels. This partnership provides global enterprises the ability to leverage the market leading Apttus SaaS CPQ/CML platform to quickly deploy software applications that improve sales performance.

aMind Solutions is a leading provider of CPQ solutions, with a track record of more than 70 successful software implementations including Charter Communications, Time Warner Cable, Global Village Telecom, Intuit, Stryker, and NetApp.

By leveraging its 20 years of experience delivering comprehensive CPQ platforms for enterprises around the world, aMind Solutions’ team of CRM experts is able to quickly deliver cutting-edge multi-channel CPQ solutions across a range of verticals.

“We evaluated the leading SaaS CPQ vendors and quickly converged on Apttus as the platform. Not only is the platform robust and extensible, Apttus is very organized around their product development roadmap with a strong emphasis on vertical market solutions. This closely aligns with our DNA; we understand the vertical market requirements in the CPQ domain,” said aMind CEO, Billy Hunt.

aMind Solutions brings deep CPQ expertise to Apttus’ rapidly expanding partner ecosystem.

“Apttus implementation partners are a valuable component of our services and we are thrilled to be able to bring aMind Solutions’ consistent record of successful CPQ deployments to our customers,” said Apttus CEO, Kirk Krappe. “In keeping with our tradition, we’ll work directly with them to share the fast, dynamic business opportunities created by the Quote-to- Cash footprint.”

Siebel Hub Reviews TethrOn

Follow along with Richard Napier from Siebel Hub as he does a deep dive into the architecture of TethrOn’s mobile development platform. He walks through some typical scenarios of the process of mobilizing your Siebel system. We will also look at the release process for updates to the mobile users, as well as common administrative tasks. In this series of posts Richard shares his experience, as well as highlights the time it took him to get things done.

TethrOn Walk-through Part One
First in a five part technology review series examining TethrOn’s mobile development platform. In this series of posts, we will be using the TethrOn application, along with Siebel, another CRM system, and an Android device, to walk through some typical scenarios of the process of getting Mobile. We will also look at the release process for updates to the mobile users, as well as common administrative tasks.

TethrOn Walk-Through Part Two
Second in a five part technology review series examining TethrOn’s mobile development platform. As we have now successfully connected Siebel to our TethrOn instance, we will continue our walk-through by showing the User Interface creation and the deployment of the iOS or Android app and basic usage in “zero-code” mode.

TethrOn Walk-Through Part Three
In the third part of our walk-through we will extend our existing Android App user experience by adding a second Data Source to the content available on the device. We will add a Cloud application (Salesforce) to our setup and deploy the changes to the end user for testing. In addition to this major differentiating feature, we will show customization of the User Interface by reorganizing a couple of the end user views.

TethrOn Walk-Through Part Four
One of the biggest challenges facing mobile solutions is the security of the application. There are lots of areas that are not specific to Siebel or to TethrOn but let’s focus on some areas that typically come up when discussing Siebel and mobile solutions.

The Siebel Hub – TethrOn Walk-Through Part Five – Conclusion
In the previous episodes of our Siebel Hub Walk-through with the TethrOn Mobile solution, we have tried to illustrate some of the key steps in the process of getting your CRM deployed on your mobile devices, ready for online and offline use. In this fifth part we draw conclusions on our review of TethrOn and talk about next steps to detail our findings.

Watch the Battle Between Siebel Open UI Mobile and TethrOn

Four Rounds, One Mobile CRM Winner

Watch the webinar replay and listen while our executives reveal why TethrOn is the clear choice for enterprise-grade Mobile Apps.

Discover the knock-out alternative to Siebel Open UI Mobile. We go four rounds in a feature face-off between TethrOn’s game-changing mobile development platform and Siebel Open UI Mobile.

Round 1: Siebel version support – no upgrade needed.
Round 2: Complete offline access to mission critical data. Anywhere, Anytime.
Round 3: Mobilizing data from Salesforce and other non-Siebel applications.
Round 4. UI flexibility to build the ideal app for your organization 5x faster than custom.

Stryker Leverages aMind to Integrate Siebel Order Management with

Stryker, one of the world’s leading medical technology companies, expands their use of the aMind Web Framework to include integrating Siebel Order Management capabilities into for a seamless user experience for their sales teams.

Stryker acquired Berchtold, a provider of healthcare equipment, and needed to merge Berchtold’s Salesforce CRM and BigMachines CPQ applications with their existing aMind Siebel CPQ deployment. They wanted to avoid a lengthy migration effort to transition all their products into one catalog while providing their users with the ability to combine Stryker and Berchtold products into a single customer proposal within Salesforce.

Stryker partnered with aMind to integrate their existing aMind Web Framework Siebel CPQ application into Salesforce and deploy a solution that aggregates data and processes across Salesforce, BigMachines and Siebel in a unified user experience in 2 months, streamlining the proposal process and increasing user productivity and adoption of the sales solution.

Charter Achieves Dramatic Improvement in Time To Market by Engaging aMind

Charter Communications (NASDAQ: CHTR) is one of the largest Cable Companies in North America. Charter provides a full suite of telecommunications services to residential and business customers in the areas it serves. As part of a strategic focus on expanding their network product offerings to businesses, Charter selected and deployed the Oracle RODAD solution. The solution allows Charter to automate customer orders end to end without human intervention. Orders are taken by Charter sales in Oracle’s Siebel CRM system, provisioned through Oracle’s OSM and activated for billing in Oracle’s BRM solution.

However even with the deployment of the solution, Charter was facing high costs due to the time it took to introduce new offerings into the platform – resulting from inefficient development of the product catalog in Siebel. Charter Sales was also not satisfied with the performance of the Siebel application when taking orders.
Charter engaged aMind due to its deep expertise and track record of success in designing and optimizing RODAD implementations for rapid introduction of new products and for delivering best in class performance and usability to end users. The aMind team identified and created a plan for step wise improvement of the solution through application of design and development best practices, while in parallel executing on projects to upgrade Siebel to the latest version and introducing new products.

Charter is now able to introduce new products and offers in the RODAD system twice as fast and at half the cost as before delivering significant cost savings and competitive advantage versus its competitors. Based on this success Charter is partnering with aMind Solutions to significantly expand the footprint of products and customers served by the RODAD system to include voice and also large multi-site networks.

TIAA-CREF Deploys aMind for Extending Siebel into a Unified Desktop Employee Portal

TIAA-CREF, a full-service financial services company needed to combine data and processes from multiple enterprise systems into a single Unified Desktop portal for their 5000 call center agents and 1500 wealth managers. TIAA-CREF had invested years implementing their Sales & Service processes into Siebel 8.1 and they needed a way to quickly and easily integrate all their Siebel business logic with their portal for a unified application. TIAA had tried developing the integration but had been challenged with performance and usability issues with the solution resulting in very low adoption among the agents and wealth managers.

TIAA partnered with aMind to deliver the aMind Web Framework as an integration layer for rapidly exposing Siebel data & processes into their portal for a best in class solution that was delivered on time and on budget. The solution was delivered in less than 3 months and enabled the rapid deployment of Siebel capabilities into the portal improving usability, agent productivity and TIAA’s customer experience. TIAA is continuing to expand its use of the aMind Web Framework with additional processes being exposed into the Portal as well as leveraging the aMind Web Framework to expose Siebel processes into for a seamless user experience.

Webinar: Chris Marsh, 451 Research Discusses Strategies for Mobilizing Your Enterprise

Thursday, April 2, 2015, 10:00 PT/1:00 ET.  The rapid adoption of mobile is fundamentally changing the way enterprises develop and deliver applications and services to their employees.  Enterprises today are looking to understand how this shift is impacting not only their mobile workforce but the impact on systems and infrastructure.  Attend this live webinar where Chris will discuss insights and actionable strategies for understanding and adapting to the mobile workforce transformation.  Topics will include:

– Why Mobile workers have significantly different data and process needs
– How to leverage data as a key corporate asset
– Why Mobile architecture is fundamentally different than traditional web applications
– How IT’s role is changing from software architecture to data brokerage

Register for the webinar here

Intuit and aMind Solutions Present Siebel-Salesforce Interoperation Case Study at Dreamforce

Intuit and aMind Solutions are jointly presenting a case study on Siebel – Salesforce interoperation at Dreamforce ’14 describing how the aMind Web Framework integrates Siebel CPQ processes directly into Salesforce.  The session is Tuesday,  October 14, 4:30-5:10, at the Marriott Marquis, Yerba Buena Salons 13-15.  Intuit set out to optimize the operation and user experience for their 3,500 customer care agents who found the native Siebel application slow and difficult to work with.  Intuit is now using Salesforce as the customer care application for all of their agents but needed to leverage its existing investment in their Siebel Configuration, Price, Quoting (CPQ) and order management application and account asset data. The aMind Web Framework enabled Intuit to take advantage of Siebel’s core strengths, re-use existing business logic, and avoid costly re-implementation of back-end integrations. The overall process for quoting/ordering is dramatically improved and average handle time of the agents is greatly reduced, while providing a better customer experience that drives increased customer satisfaction.

American Red Cross logo
American Red Cross Mobile App Reaches Top Ranking on Apple, Google app Stores

On September 9th, the American Red Cross launched an exciting and engaging new mobile app designed to streamline the registration and donation scheduling process for their 3 million blood donors across the US.  On the release date the app reached top rankings on both the Apple iTunes and Google Play app stores.  The app, simultaneously released on Apple iOS and Google Android, is built on middleware technology developed and implemented by aMind Solutions that exposes ARCs legacy Oracle Siebel CRM system through a set of REST API.s  The app significantly improves the overall user experience of finding local ARC centers and scheduling blood donations.  Additionally the app provides access to rewards donated by ARC sponsors, as well as integrates with Facebook and other social applications enabling donors to share their experiences to help increase donor registrations.  Learn more about the apps, along with links to download the apps on the Apple and Google app stores here.

Webinar: Extend Your Siebel SFA & Field Service to Your Mobile Workforce. New Mobile Framework Makes it Possible!

You need to deliver mobile apps to your field workforce but you’re limited by the available options to extend your older on premise applications like Siebel.  Watch this information packed webinar on-demand to learn how your organization can optimize and extend your backend systems using mobile framework specifically designed to bridge the gap between high availability, on demand mobile apps and traditional transactional systems.

Wednesday, September 17, 2014  10:00 am PT/1:00 pm ET

Watch the on-demand webinar now

American Red Cross logo
American Red Cross Selects aMind Framework for New Mobile Donor App

The American Red Cross, one of the nation’s premier humanitarian organizations, has selected aMind’s Mobile Framework software to develop and deliver its next generation Mobile initiatives. To improve its outreach to its Donors, American Red Cross is publishing a mobile application that streamlines the initial sign up of a Donor via a mobile device. Donors will then be able to use the mobile app to  schedule a donation, view history, see blood drives, review/edit contact info and determine next eligible dates for donating blood. The aMind solution is generating RESTful API’s exposing Siebel CRM that will then be consumed by native iOS and Android Mobile applications. These applications will be integrated with Facebook and other social applications and enable Donor’s to share their experiences with others to help drive increased awareness and sign up of new donors.

Salesforce-Intuit webinar
Webinar: Salesforce & Siebel Integration: A Best Practice of Co-existence at Intuit

Watch the replay of this webinar and learn how Intuit combined Siebel and Salesforce functionality. The results – Improved customer support, agile technology that supports Intuit’s pace of change and staff who are much more efficient, effective and happy!

Watch the replay here

Constellation Research Includes aMind Solutions in Latest “Disruptive Technology” Report

Bruce Daley Vice President and Principal Analyst for Constellation Research released a report on Disruptive Technology and listed aMind Solutions as one of three companies that have designed a new class of software that is leading the way for enterprises to deploy better applications with reduced maintenance. Extending enterprise systems into mass market devices such as cell phones, tablets and laptops holds considerable promise to increase user satisfaction, lower costs and improve business efficiency. aMind is included with SalesForce and Amazon and is considered a leader in the space primarily due to its install base of successful customers. For more details in this research report please go to –

TIme Warner Cable
Time Warner Cable Launches Web Channel with aMind’s Powerful Order Capture Solution

Time Warner Cable, the second largest cable operator in the United States, launched the third channel of its multi-channel e-commerce solution powered by aMind. To accomplish this critical second-phase of the multi-year, multi-phase program to consolidate Time Warner Cable’s .com channel into a single enterprise solution on Oracle Siebel CRM, aMind leveraged the powerful combination of the aMind Web Framework with the aMind Enterprise API Accelerator. aMind’s team built the orchestration layer (which aggregate data from multiple front and back end systems) to create an asset based ordering experience and manage the entire shopping session. In addition, aMind created an enterprise product catalog to support a flexible and configurable ordering experience across Time Warner Cable’s 47 cable divisions in 7 regions.  The aMind-enabled e-commerce solution has been extended to Time Warner Cable’s entire existing customer base in the continental United States, supporting up to 10,000 customer logins per day.  Time Warner Cable conservatively anticipates 55% year over year increase of order completion powered by the newly launched aMind order capture solution.

Intuit and aMind Solutions Present at Oracle Open World

Intuit presented at Oracle Open World how it is leveraging the aMind Web Framework to integrate with Siebel, providing its customer care agents with a seamless user experience.  Intuit is using as the customer care application for 4000 agents and wanted to leverage its existing investment in Siebel’s Configuration, Price, Quoting products. The aMind Web Framework enables Intuit to take advantage of Siebel’s core strengths, re-use existing business logic and avoid costly re-implementation of back-end integrations. The overall process for quoting/ordering is dramatically improved and average handle time of the agents is greatly reduced while providing a better customer experience that drives increased customer satisfaction.

Largest North American Telecom Provider Selects aMind Solutions for its Mobile Platform

The largest telecommunication company in North America selects aMind Solutions’ mobile enterprise application platform for its massive sales force. aMind Solutions will implement a mobile solution to enable the telecom giant’s 16,000 sales users to easily and efficiently access data from Oracle Siebel CRM and other enterprise applications via mobile devices. The aMind solution will provide support for all standard sales force automation (SFA) processes, as well as advanced mobile features such as: GPS mapping, electronic signature, product catalog, order status information, etc. In addition, the aMind solution will provide seamless interoperability of Siebel capabilities with Salesforce Chatter for collaboration making it the first solution of its kind to bring Oracle Siebel CRM and processes together in a single application for a unified mobile user experience. Initial device support will include Apple iPad and Android OS-based tablets.

Life Technologies Looks to aMind Solutions to Deliver Mobility to its Sales Team

Life Technologies, a leading biotechnology firm, selected aMind Solutions to replace its current mobile solution vendor for the company’s legacy Oracle Siebel 8.1 CRM system. aMind will implement a mobile framework for the company’s nearly 1,200 global sales users. The solution will provide both connected and disconnected support for standard sales force automation (SFA) and quoting processes enabling sales reps to efficiently process complex quotes while at the customer’s site. aMind’s mobile solution was selected because it outpaced competitive solutions in delivering superior value across the company’s desired flexibility, scalability, total cost of ownership, and time to market requirements.

aMind Solutions Announces the aMind Mobile Framework for Powerfully Intuitive, High Performance Enterprise Mobility

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Intuit Selects aMind Solutions to Integrate Siebel with Salesforce

Intuit selected aMind Solutions and the aMind Web Framework to integrate Oracle Siebel 8.1 Customer Order Management with a new Salesforce CRM implementation. The aMind Web Framework will provide the company with a great user experience and that will unify the user process for its sales and customer care agents. After conducting a thorough analysis of all potential options (including Oracle, custom build, and replacing Siebel CPQ with a SaaS app), the company concluded that the aMind Web Framework was the best platform to enable and streamline its CPQ (configure, price, quote) processes while providing a cost effective solution that is both maintainable and scalable to support the company’s long term business objectives.

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Manitoba Telecom Services
Manitoba Telecom Selects aMind Web Framework as its E-Commerce Solution

Manitoba Telecom Services (MTS), the fourth largest telecommunications provider in Canada, selected the aMind Web Framework for its e-commerce solution. MTS has implemented Siebel for its CRM system and wanted to expose the data and processes from its Siebel 8.1 implementation to its customers. After evaluating custom build options and pre-packaged e-commerce solutions, MTS selected the aMind Web Framework because it provided the fastest time to market and the best total cost of ownership solution, it also allowed the company to leverage Siebel as its core CRM platform.

Lyse Chooses the aMind Web Framework for Enterprise E-Commerce

Lyse, a leading Norwegian utility and communications company, selected aMind Solutions to help manage its growing network and enable efficient delivery of multi-play telecommunications services including VoIP, IPTV, and mobile services. The Norwegian multi-play provider signed an enterprise agreement for use across Altibox and Lyse Energi to add the aMind Web Framework to its existing Oracle Siebel CRM deployment to streamline its order management processes for its e-commerce channel. Lyse evaluated alternative solutions including e-commerce packaged applications and custom built solutions and decided the aMind Web Framework provided the best solution for leveraging its investment in Siebel CRM while providing a scalable and flexible user experience for its customers.

Bright House Networks
Bright House Networks Selects aMind Solutions to Implement an aMind Web Framework Order Capture Solution based on Oracle Siebel CRM

Bright House Networks, the sixth largest owner and operator of cable systems in the United States, selected aMind Solutions to extend its order capture processes and deliver powerfully intuitive user interfaces for its Bright House Networks partnership with Verizon Shopping Service.

Korea Telecom
Korea Telecom Selects aMind Solutions to Implement an Oracle Siebel Order Capture Multi-Channel Solution

Korea Telecom, the largest communications service provider in Korea, selected the aMind Solutions team and technology (aMind Web Framework) to implement an aMind Web Framework-enabled Oracle Siebel order capture multi-channel solution for its e-commerce, call center, stores, and dealer channels. The full greenfield Oracle RODAD implementation project will replace legacy CRM, OSS and BSS systems and will be executed in partnership with Oracle Corporation.

aMind Builds Multi-Channel Order Capture for GVT

aMind provides Global Village Telecom, a Brazilian telecommunications company, with an aMind Web Framework-enabled Siebel 8.1.x multi-channel e-commerce solution.

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aMind Delivers Order Management for Stryker

aMind delivers order management for Stryker, one of the world’s leading medical technology companies. The aMind Web Framework successfully solves significant configurator, performance, and usability problems for Stryker Communications and Stryker Endoscopy.

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DNA logo
aMind Resurrects Siebel for DNA

aMind Solutions resurrects Oracle Siebel multi-channel self care solutions for DNA, a Finnish telecommunications company providing high-quality, state-of-the-art voice, data, and TV services to private customers and corporations. The aMind Web Framework delivers significant Siebel performance and functional enhancements for DNA Wireless in the process.

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TIme Warner Cable
aMind Implements Multi-Channel Enterprise Product Catalog for TWC

aMind Solutions implements a multi-channel enterprise product catalog for Time Warner Cable, the second-largest cable operator in the United States. The aMind Enterprise API Accelerator, powered by the aMind Web Framework, provides Time Warner Cable with a single enterprise product catalog – adding significant value across the company’s newly implemented CRM system.

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aMind and Swisscom Deploy Multi-Channel Order Entry

aMind Solutions and Swisscom, Switzerland’s leading telecoms provider, deploy multi-channel order entry. Swisscom implements a robust e-commerce solution including the aMind Web Framework to establish web-based order entry across multiple channels.

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aMind Implements World-Class Order Capture for Cbeyond

aMind Solutions implements a world-class order capture solution for Cbeyond, a communications and IT services provider to businesses throughout the United States. The aMind solution exposes new functionality and delivers measurable improvements in order configuration and order entry error rates.

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aMind and Sanoma Deploy E-Commerce Solution

Sanoma, a leading media group in the Nordic countries with operations in 20 European countries, implements intuitive e-commerce solution using the aMind Web Framework to establish web-based media sales order entry across their portfolio of publications.

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aMind Enables Lexmark’s Global Service Portal

aMind Solutions enables the development of a global service portal for Lexmark International, Inc., a leading provider of printing and imaging products, software, solutions and services. Lexmark leverages the aMind Web Framework to deliver an exceptional online service experience for its customers and partners.

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aMind Implements Siebel for Level 3 Communications

aMind Solutions successfully implements Oracle Siebel CRM for Level 3 Communications, one of only six Tier 1 Internet Services Providers in the world. aMind Solutions’ end-to-end Siebel implementation completes critical early phases of Level 3’s business transformation project.

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aMind Solutions Upgrades Siebel SFA / Quote and Order Capture and Extends to Self-Service Channel for Customers

SITA, the world’s leading specialist in air transport communications and information technology, selected aMind Solutions to upgrade its Siebel 7.5 Salesforce Automation and Order Capture implementation to 8.1x. The upgraded solution considerably improved Order Capture task completion times and leveraged the aMind Web Framework to provide a self-service portal for customers to place orders and check status.

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