As 2011 nears its close, I am enjoying all of the end of year predictions – although I don’t much trust the psychics or Mayan prophecy. Gartner, on the other hand, does have some clout and they have published some interesting insights on the future of IT and enterprise software.

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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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Today I welcome back Mike Lairson to the podcast. You all know Mike as the author of “CRM On Demand Reporting” – well now he’s adding to the series with his recently released title “CRM On Demand Dashboards”! Mike took some time to chat with me about the new book and plans for the future.
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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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I’m a big fan of Google Alerts and have about a dozen set up, many to search for terms related to CRM On Demand, Oracle, and the like. My monitor for “software as a service” picked up a nice new paper published by Forrester Research which details a lot of the same things we’ve said here on the podcast and in conversation with customers and prospects.

You can find the article here (full paper with free subscription).

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