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Achieving Digital Transformation with Oracle's Siebel CRM

Enhanced UX for Smartphones

Author: Kunal Kumar (Senior Manager, Siebel CRM Software Development)

All users expect an intuitive UX not use for desktop applications but also seamlessly, transferable across their Smartphones. However, for our customers with highly configured Siebel CRM applications, the need is to be able to deliver that UX on Smarphone devices with minimal development effort and re-design. 

As a result, Siebel Open UI now provides an improved, intuitive, user experience specially designed for Smartphone devices. Secondly, there is a framework which allows existing configurations to be reused and therefore ensures minimal configuration effort to deliver fully functional Siebel CRM applications on Smartphones. 

Let’s walk through the key factors that define the improved user experience for Smartphones.

Under the Covers

At the core of the new solution, are categorized, standard user flows mapping across different UI patterns and an enhanced architecture to introduce lightweight JavaScript objects (i.e. ContextRenderer, controlled via Standard Manifest configuration). The ContextRenderer can simply transform the UI look and feel without disrupting the flow of data through the Open UI Presentation Model and Physical Renderer.  In addition, sufficient capability to add more customization by extending ContextRenderer via Manifest is possible, which you can use to extend the Smartphone UX without modifying the custom Physical Renderer.

Optimized Layout

Unlike tablet or desktop, where different varieties of layout (such as side-by-side) and arrangements of Applets are possible, mobile phone screen space is a real constraint for displaying applets or other contents. It is imperative to show data in vertical order and hence Open UI arranges the content of a Siebel application View in a vertical order automatically. Applets in a View are arranged using an accordion panel whereas the contents of an Applet (such as form) are arranged with a mobile-first approach.


Figure 1: Accordion Panel arrangement for Applets

Auto Tile Visualization

For the best user experience, Siebel Open UI by default enables a “Tile” visualization for List Applets and provides smart editing capabilities for quick editing by flipping the tile into a form with input fields. Tile visualization supports the natural form of scrolling and arranges itself in a vertical order for  the optimal usage of screen width.


Figure 2: List Applet in Tile Visualization mode & Smart Editing

Improved Controls

Standard Controls (such as Date Picker, List of Values, Pick, Currency, etc.) and informational pop-ups (About Record, etc.) are enhanced using CSS for a mobile friendly look and feel.

Figure 3: Enhanced controls for Smartphone UX

Redwood

The new UX is also based on Oracle’s new Redwood design theme. The theme is only available for Smartphone devices though. Siebel Open UI auto-enables the improved user experience for mobile applications by simply modifying a component parameter (AutoTileType=PHONE). Not just with a browser, it will also be available via the Siebel Mobile Application.

Open for Customization

The Smartphone user experience can further be customized via dedicated context renderers and the customization of fields in the Tile Visualization mode using standard Open UI best practices.

The team are excited to be bringing this new feature to market and hope our customers will able to bring their Siebel CRM applications onto Smartphones with minimum effort and without the need to invest in bespoke application development.