Configuring Siebel Business Applications > Configuring a Siebel Application >

Developing an Implementation Plan

This task is a step in Roadmap for Configuring a Siebel Application.

This topic includes the following topics:

• Developing a Configuration Strategy
• Developing a Plan to Control File Versions for the Physical User Interface Layer

To develop an implementation plan

1. Perform a thorough business analysis that details the needs of your organization and users.
2. Acquire approval and commitments for time and resource from the relevant organizations.
   • Determine if a predefined Siebel application can or cannot meet the needs of your users.
   • If a predefined Siebel application cannot meet the needs of your users, determine what business needs require changes to the Siebel application.
   • Determine how you can assure success with your configured application.
3. Write design documents that include the following items:
   • The requirements that the configured application satisfies.
   • An entity relationship diagram (ERD) or text that describes the entity relationships. For more information, see Using the Entity Relationship Designer.
   • The names and descriptions of the business objects and business components that Siebel CRM requires, and how they relate to one another.
   • Screen flow diagrams and a list of fields to be displayed on each applet.
   • The type of interactivity your implementation uses, and any plans that are required to implement it. For more information, see About Standard Interactivity and High Interactivity.
   • (Conditional) How your implementation will use various Siebel technologies. For more information, see About Siebel Technologies That Customize Siebel CRM Behavior.
   • A description of your development environment and process. For example:
     • Describe how the work is divided among participating developers.
     • Describe naming formats the development team must use. For more information, see Guidelines for Naming an Object.
     • Describe how file versions for the physical user interface layer are controlled. For more information, see Developing a Plan to Control File Versions for the Physical User Interface Layer
     • Describe how your organization will test and deploy Siebel CRM to users.
   • The complete stepwise procedures your development and test team must follow to complete Siebel CRM configuration.

     For more information, see Developing a Configuration Strategy.

4. Make sure the participating organizations and users review and approve the design.