Thursday Jul 23, 2015

Mobilizing Siebel CRM Documents with Documents Cloud Service

As you know, Oracle Documents Cloud Service is not just an Enterprise File Sync and Share (EFSS) solution in the Cloud but more than that, it offers a cloud platform for documents management, storage and collaboration to drive business processes hooked to business applications.

Today we are going to look at how Siebel CRM users can extend their documents, embed attachments and drive collaboration in the Cloud using Oracle Documents Cloud Service.

Integration between Documents Cloud and Siebel CRM allows Siebel users to store file attachments in the cloud dynamically allowing you to share this content with your team, both internally and externally by defining granular permission privileges. Storing it in the Cloud also means the content is available to you anytime, anywhere and on any device - on the web, desktop or even your mobile devices giving mobility to your content like never before. With inherent granular security controls, leveraging Oracle Documents Cloud for document storage, access and sharing also means security assurance with your information protected at rest, in motion and at access points. Your documents are available to you 24 X 7, in context and are always up to date. Once you have setup Documents Cloud Service with Siebel, you can simply access your relevant files seamlessly from within your application like so:

What's more, Documents Cloud gives you the ability to share these documents amongst other Oracle Cloud solutions such as Sales Cloud and in the future Service Cloud and Oracle Social Network, etc. so that you have a seamless work experience through the business process and that contextual documents are available for your use anytime from within your application of choice. Version control ensures there are not multiple versions floating around leading to erroneous decision making.

A simple drag and drop interface make document collaboration easy to use and intuitive. You can store attachments for any Siebel entity using Documents Cloud. With the scalable, trusted Oracle Cloud architecture, you significantly reduce your CapEx as well as maintenance and upgrade costs down the line. The service is available as soon as you "switch it on" giving your documents the mobility you need and even offline access.

Implementing the solution into a Siebel CRM deployment is easy with step by step instructions listed in this whitepaper. Leveraging Oracle Documents Cloud with Oracle Siebel means lower TCO, proven integration model, same foundational architecture and one solution partner.

Here's a brief video explaining it all. Take a look and make your Siebel documents mobile with Documents Cloud Service today.

Have some questions? Our colleagues, John Bedford on the Siebel side along with the Documents Cloud product management team, have compiled this FAQ for you. For additional questions and follow up, please do leave us a comment here or contact your Oracle account manager.

Wednesday Jan 04, 2012

Oracle WebCenter Named a Leader in Enterprise Content Management by Independent Research Firm

Oracle has been named a Leader in the November 2011 report, “The Forrester Wave™: Enterprise Content Management, Q4 2011.” Based on Forrester’s assessment, Oracle WebCenter received high marks due to its broad set of capabilities for managing foundational, business, transactional and persuasive content types. According to the report, “Oracle ranks as Leader in all content technology segments due to its broad set of capabilities.”

The report continued, “Oracle WebCenter, which includes Oracle’s new portal platform, weaves ECM into the fabric of the portal application. By integrating ECM into the Oracle WebCenter portfolio, Oracle’s ECM functionality provides the foundation for many content-centric business solutions, such as contract management or team collaboration. The Oracle WebCenter portfolio is made available to all of the core Oracle products, thus providing ECM functionality to other Oracle products, such as Siebel or PeopleSoft. Oracle’s ability to surface ECM functionality in Oracle WebCenter provides organizations with the ability to implement an enterprise portal with extensive ECM capabilities.”

“Many organizations are faced with a difficult balancing act as they try to address increasingly complex content management issues while meeting the demands from information workers for simple and easy to use content management tools,” said Andy MacMillan, vice president, Product Management, Oracle. “We believe that Forrester Research’s recognition of Oracle as a Leader highlights our commitment to delivering a complete and unified portfolio of tools that help our customers address these challenges by seamlessly connecting people and information.”

For more information, read the Oracle press release.

Wednesday Jul 27, 2011

Oracle WebCenter Connect and Siebel CRM Service Integration

Social media has changed the game of customer service beyond recognition. We all know about the growing importance of social media and its emergence as another crucial customer contact channel for both sales and service. How organizations incorporate these new channels into their customer experience strategy will determine its success. Are your customers equipped with the right tools that enable them to find knowledge that is not easily searchable or documented? Does your organization have a social media strategy in place that enables you to respond in real-time, have rich agent-agent conversation to drive interactive idea generation and quickly access history of conversations from CRM?

We invite you to view this demonstration as we show how Oracle WebCenter connect Conversations can integrate with Oracle Siebel CRM and together provide exception levels of customer service. Many companies have chosen social media strategies that strive to place the customer at the center of each of their interactions…has yours?

Thursday Apr 08, 2010

Collaborate 2010: Spotlight on Oracle Content Management

Excitement is building for the Collaborate conference April 18th through the 22nd. Outside of the event being in Las Vegas, which for me often seems to add to the excitement, there will be a great lineup of Oracle Content Management focused sessions. In fact, there are currently over 30 content management sessions scheduled, and attendees will get to hear from customers, partners, as well as Oracle experts.

Attendees should expect to hear a lot about Oracle Content Management 11g at Collaborate 2010. Roel Stalman and Andy MacMillan will kick off these discussions on Monday, April 19th as they present Oracle Content Management's product strategy and roadmap (10:45 - 11:45). Monday's lineup also includes sessions on Oracle Imaging and Process Management (I/PM) 11g and Oracle Forms Recognition (2:30 - 3:30), which were both released in January. For those customers using older versions of I/PM or Stellent IBPM, be sure not to miss the "migrating to I/PM 11g" session on Monday as well (1:15 - 2:15) as this should give you some insight into the migration process.

Check out the entire list of Oracle Content Management sessions here.

Another focus at Collaborate this year is to discuss the benefits of using Oracle Content Management with Oracle Applications - Oracle E-Business Suite, PeopleSoft, and Siebel - so be sure to check out these sessions too:

  • Accelerating Accounts Payable Processes with Integrated Document Imaging
    (Monday, April 19th, 3:45 - 4:45)

  • Supercharge Your Siebel Sales and Marketing with Integrated Document Management
    (Tuesday, April 20th, 2:00 - 3:00)

  • Oracle Enterprise 2.0 for Oracle Applications: The Value of an Integrated E2.0 Platform
    (Tuesday, April 20th, 3:15 - 4:15)

  • Comprehensive Human Resources Automation with Oracle Content Management
    (Wednesday, April 21st, 1:00 - 2:00)

Collaborate is also the perfect opportunity to meet Oracle executives and product experts. Attendees can sign up for 1 on 1 meetings at the event, and there will be someone representing each Oracle Content Management product. These meetings are probably the best way to get your product questions answered in a face-to-face manner.

It seems more and more to me that Oracle Content Management customers are viewing Collaborate as "the" conference to attend each year. I hope you have plans to attend and I will see you there.


Oracle Cloud Content and Process power the next wave of productivity, mobile efficiency, and workgroup innovation. Only Oracle offers an integrated suite of content, process and sites cloud services that enable business users to easily collaborate anywhere, simplify business automation, and communicate more effectively.


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