Category: Implementation Process

Oracle Open World 2011 (or OOW11 as we ‘insiders’ call it) starts in just a week (Oct 2-6) and promises to be a great show for anyone interested in CRM On Demand. There are over a dozen sessions specifically dedicated to CRM On Demand topics – from analytics and architecture to support and roadmap.

If you plan to be there, make sure to stop by my session: Oracle CRM On Demand Deployment Best Practices

I’ll be in Moscone West, RM 2005, on Wednesday at 5PM. I know, terrible time slot (right before the big concert), but I assure you it will be worth your time. I’ve lined up three great speakers who will be sharing their real-world experiences deploying CRMOD and lessons learned along the way (plus me).

To search the full catalog of OOW11 content, follow this link: Content Catalog

Stop by the podium and say “hey”! Also, I’ll be in the Oracle Bookstore on-site on Wednesday from 10 – 10:30 AM to stand around and hopefully sign a book or two!

Will YOU be at Open World? Leave a comment and let me know!

Its a follow-up to our last follow-up! In this podcast, Robert and I close the lid on lifecycle management with a focus on the newest CRM On Demand environment – CTE! And of course, if you missed Part 1, never fear, you can find it here.

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In this follow-up to our discussion of good Governance, Robert and Louis expound upon the topic of Lifecycle Management, with a focus on the environments Oracle CRM On Demand makes available for development, testing and training. There is a lot to talk about, so we’ve split this into two exciting podcasts.

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In our podcast today, Robert and I get into governance. No, we’re not talking politics (that’s off-limits). This is CRM On Demand governance and it’s something every customer needs to ensure long-term success.

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Today we’re going to dig into one of the fundamentals of CRM On Demand system design – really one of the first things you are going to be thinking about (or should be) when kicking off a project.

And no, we’re not talking about where to hold the launch party or who will cater it.  We’re talking about the data model – the real meat and potatoes of your CRM application. It’s deciding what goes where and how it all gets tied together. » Read the rest of the entry..

We’ve talked many times before about the value of using Indexed Custom Fields (ICF) to juice your performance. It’s clearly important to think about this when you are going through initial design and configuration. But what about after deployment – when you start to figure out exactly what bits of data are being most heavily searched and reported on?

Lose not hope! Even in a live system, months or years after initial launch, you can make the move to ICFs with a little care and planning. And let’s face it – every CRM system is going to need some tuning after a while. Business needs evolve or sometimes change dramatically and your CRM application must keep up. So let’s dig into how you can make a slow dog field into a sprinter.

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I had a recent experience helping a customer and implementer in dealing with a lot of workflows and field validations combined with integration via web services. It occurred to me some folks out there might be attempting the same, so I decided to write up a few tips which could save some headaches!
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It’s been a while since Robert and I got together on the ole’ podcast, so we were both eager to dive into this episode. And today we tackle one of those activities that is part of every implementation. The mid-morning cookie break? No! Data import, of course!

Robert and I discuss the strategies to employ and the pitfalls to avoid when planning your data migration.
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Today we tackle a topic that every company deploying CRM wrestles with – how to get users to actually use the system! In this super-sized episode, I am joined by my long time colleague Tim Koehler to talk about user adoption. Tim is a recognized expert in the topic and, more importantly, co-author of the CRM On Demand Deployment Guide.

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Robert and I depart from our usual dialogue to look at some questions posted on the Oracle Forums. In this follow-up to our last podcast on Data Access, we decided it would be fun to look at what’s heating up the Forums on this topic. Not surprisingly, we found a good number of questions posted by customers and partners.

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