Bookshelf v7.5: Setting Up Siebel PRM

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Setting Up Siebel PRM

In general, the Channel Operations Manager will do the preliminary work of setting up Siebel PRM when it is first deployed. After this preliminary planning and administrative work is done, the channel manager can add new partner companies and employees.

To set up Siebel PRM, you go through the following process:

Set up the organization structure. Organizations are one way to control the data people can see. For example, if a user displays All Contacts view, the contacts in that user's organization appear. Organizations also provide structure to organize relationships with partners through the hierarchy, and provide a way to set up and group partner employees. You must plan the organization hierarchy for your own company and your partner companies.

Create responsibilities. Responsibilities determine which views people can see. For example, employees have a responsibility that includes My Contacts view, managers have a responsibility that also includes My Team's Contacts view, and higher managers have a responsibility that also includes All Contacts view. You control which responsibilities are available to partners. You should create the appropriate responsibilities, so they are available to assign to users when you add the users.

Create roles. Roles are not required, but they make Siebel PRM easier to use for both brand owner and partner employees. When you create roles, by default users only see the screen tabs for their roles, which let them access the screens they use most frequently without being distracted by the other screens for their responsibilities. Users also have a task list for their role on their home page, with hyperlinks that take them directly to the views they use most frequently.

Set up access groups and categories. You use access groups and categories to share master data, such as literature and products, with partners. Access groups are groups of partner companies to which you can assign master data, regardless of their place in the organization hierarchy. Categories are groupings of master data.

Create price lists. The channel operations manager must create the appropriate price lists for partners, so the channel manager can assign these to new partner companies that are added.

Set up automatic routing of information. Optionally, you use Siebel Business Process Designer and Siebel Assignment Manager to route data automatically. For example, you can automatically send email to partners when certain application events occur.

Add partner companies and employees. After you have done the preliminary work of setting up Siebel PRM, you can add partner companies and employees.

Create CHAMP Metrics. If you are planning to use CHAMP planning to work with your partners, you should create CHAMP metrics.

Set up real time integration. If you are using Siebel Application Network for real time integration, in addition to the setup tasks described in this chapter, you must perform the setup tasks described in Setting Up Application Services Interfaces.