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Example of Using Siebel Projects for Partner-To-Partner Collaboration

The following is a example that describes how a partner that specializes in deploying software applications uses Siebel Projects to work with a partner that specializes in hardware. Because these partners are part of the same project, they can share information and work collaboratively on the project.

This example has the following tasks:

• Creating a New Project (Initiating Partner)
• Locating Other Partners and Adds Them to this Project (Initiating Partner)
• Adding Their Employees to the Project (Initiating and Invitee Partners)
• Working Together on the Project (Initiating and Invitee Partners)
• Tracks the Partners' Work (Brand Owner)

Creating a New Project (Initiating Partner)

In the example used in this scenario, a partner company that specializes in implementation has won a contract to deploy the brand owner's software. This partner uses the Siebel PRM Portal to create a project, which it can use to work with the brand owners and with other partners.

To create a project

1. In the Siebel PRM Portal, the partner navigates to the Projects screen.
2. In the Projects list, the partner clicks New.
3. The partner confirms that its own organization has been added to the project by making sure that it is listed in the Organization field of the new project record.
4. In the new project record, the partner fills out the fields with information about the project, such as project description, time lines, budget, and key contacts.

Locating Other Partners and Adds Them to this Project (Initiating Partner)

The partner company that created the project realizes that it needs the help of a partner that specializes in hardware to work on this project.

The partner can locate appropriate partners and add them to the project in two different ways:

• Use the Partner Locator to find partners with relevant skills, and create a collaboration with those partners, as described in About Partner Collaboration.
• Use the Partner Locator to find partners with relevant skills, and have the brand owner add them to the project team.

When they use the Partner Locator, partners can find appropriate companies by searching based on expertise, location, and other criteria. In this situation, the partner would enter a criterion such as Partner Type = Hardware.

After the initiating partner has found the appropriate partner to work with, the two partners can initiate a collaboration. Assuming the hardware partner accepts the collaboration, the initiating partner can add the hardware partner to the project team.

Alternatively, they can request the brand owner to add the hardware partner to the project team using the All Projects Across Organizations view in Siebel PRM Manager.

To use the Partner Locator

1. In the Siebel PRM Portal, the partner navigates to the Partner Locator screen.
2. The partner enters the appropriate search criteria, and clicks Search.

   A list of partners who match the criteria appears.

Adding Their Employees to the Project (Initiating and Invitee Partners)

Once the partner companies that need to be involved in a project have been added to the project, each partner company can add its own employees as users of the project. These users form the virtual project team.

NOTE:  All partner companies in the project must add their own employees to the project, to allow those employees to access information about the project.

To add partner employees to the project

1. In the Siebel PRM Portal, the partner navigates to the Projects screen.
2. The partner drills down on the name of the project.
3. The partner clicks the Access view tab.
4. In the Access list, the partner adds a new records for each employee of that partner company who work on the project.

Working Together on the Project (Initiating and Invitee Partners)

All of the partner employees who have been added to the project can use the Siebel PRM Portal to view information about the project, such as the project summary, and to add information to the project, such as activities, contacts, invoices, notes, risks, service requests, status reports, tasks, and other information.

Any partner employee who is on the project can see the information that the other partners have added.

To add or view information about the project

1. In the Siebel PRM Portal, the partner navigates to the Projects screen.
2. The partner drills down on the name of the project.
3. The partner clicks the appropriate view tabs to add or view information about the project.

Tracks the Partners' Work (Brand Owner)

The brand owner can view the project to track its progress, even though the project was set up by partners independent of the brand owner.

The brand owner can view all projects, even if it has not explicitly been made a member.

To track the partners' work on the project

1. In the Siebel PRM Manager, the brand owner navigates to the Projects screen.
2. From the Link bar, the brand owner selects All Projects Across Organizations.
3. In the Projects list, the brand owner selects the project.
4. The brand owner clicks the appropriate view tabs to view information about the project.