Siebel CRM Partner Relationship Management Administration Guide Siebel Innovation Pack 2015 E24800-01 |
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To manage a design program, perform the following process and tasks:
To set up a design program, perform the following tasks:
This process is a step in "Roadmap for Managing a Design Program".
You can configure the statuses associated with a design opportunity, and you can modify them to suit specific business requirements. You can rename the status values and their associated win probabilities. You can also specify whether a specific design opportunity status is treated as being open, won, or lost. This feature is important, because the values that you specify influence the approval process, revenue figures, and so on.
Design opportunities use the status values associated with only two sales methods: design opportunity sales method and design opportunity won sales method. Therefore, limit your configuration changes to these two sales methods only.
This task is a step in "Process of Setting Up a Design Program".
To configure a design opportunity status
Navigate to the Administration Data screen, then the Sales Methods view.
Select either Design Opportunity or Design Opportunity Won, and make changes as appropriate.
Define a list of users who must approve a design opportunity before the status changes to win.
This task is a step in "Process of Setting Up a Design Program".
To define a design opportunity approver
Navigate to the Administration - Application screen, then the Approval Admin view.
Query for Design Opportunity Approval.
Define users or positions who must give their approval for a design opportunity to be considered a win.
You can also specify whether the approval process is sequential or parallel. In the sequential process, all listed users must approve. In the parallel process only one user must approve. For more information on the approval administration process, see Siebel Applications Administration Guide.
Define users or positions that must approve a design registration.
This task is a step in "Process of Setting Up a Design Program".
To define a design registration approver
Navigate to the Administration - Application screen, then the Approval Admin view.
Query for Approval Item Design Registration Approval.
Define users or positions who must give their approval for a design registration to be considered a win.
Before you can create a design registration, you must create a design program.
This task is a step in "Roadmap for Managing a Design Program".
To create a design program
Navigate to the Design Programs screen.
In the design programs list, click New to add a new record.
Complete the necessary fields. Some fields are described in the following table.
Field | Description |
---|---|
End Customer | Name of the organization for which the design program is being considered. |
Partner | The partner or distributor organization that acts as the liaison between the component supplier and the end customer. This field is typically left blank if the component supplier interacts directly with the end customer.
Note: This field is informational and does not control access to the design program. In Siebel Partner Portal, this field displays the organization of the active position by default. It is always read-only. In Siebel Partner Manager, this field does not display any value by default. Additionally, it can be modified, enabling the partner manager to specify a partner. |
Potential Revenue | The sum of open revenue and won revenue. |
Phase | The current stage of the design program. |
Production Probability | Denotes the probability that the design program might result in revenue for the component supplier. |
Organization | This field is set to the organization of the active position of the creator in both Siebel Partner Manager and Siebel Partner Portal by default.
This field controls access to the design program; that is, users of organizations specified in this field can gain access to it. |
Estimated Units | Estimated units for each period. This field is an estimate of how many units of the program the end customer is likely to manufacture in the unit of time specified in (time units); that is, month, quarter, year, and so on. |
Probability Reason | Description of the reasoning behind the specified production probability. |
Primary Design Account | Name of the design firm designing the product. Frequently, the end customer is also the design firm, but OEMs also work with a design firm or OEM. |
Time Unit | The values are: weeks, months, quarters, years. |
Primary Design Rep. | Informational field. Indicates the main point-of-contact for the design program. |
Assigned To | Informational field. The individual who has overall responsibility for the design program. |
Several fields on a design program become read-only when the phase is one of the following: production, cancelled, or end of life. A design program has several views. Click the different tabs to view more information about the design program.
Design opportunities are used to divide a design program into smaller activities, so that you can track and manage them independently.
This task is a step in "Roadmap for Managing a Design Program".
To create a design opportunity
In the Partner Portal, navigate to the Design Programs screen.
Select an existing design program for which you want to create a design opportunity.
Drill down on the design programs record, and click the Design Opportunities tab.
Enter the products you want to include in the design opportunity, as well as expected revenue. Complete the other fields as appropriate.
To submit the design opportunity for approval, click Submit for Win.
The design opportunity is routed to the configured approvers.
Design registrations are used to establish exclusive rights over a design opportunity. The design registration process is designed, so that a design opportunity can have only one approved design registration at any given point in time.
This task is a step in "Roadmap for Managing a Design Program".
To create a design registration
In the Partner Portal, navigate to the Design Programs screen.
Select an existing design program for which you want to create a design registration.
Drill down on the design programs record, click the Design Opportunities tab, and click the Registrations subtab.
Click New to create a design registration, enter information about the design, and save the record.
To submit the design registration for approval, select Submitted from the Status list.
The design registration is routed to the configured approvers.
The approval process for a design opportunity is initiated when a partner or vendor selects the opportunity and clicks Submit for Win.
This task is a step in the "Roadmap for Managing a Design Program".
To approve a design opportunity
Navigate to Administration - Inbox.
A design opportunity that requires approval is displayed in the inbox of the current approver.
Approve or reject the design opportunity.
If and when the final approver approves, the status of the design opportunity changes to Win.
When the status becomes Win, most of the information on the design opportunity becomes read-only.
The approval process for design registrations makes sure that a similar request has not been submitted by another partner. For example, several distributors might identify a potential opportunity and try to submit a design registration against it. The vendor might want to specify that only one distributor registers the opportunity, so it is essential to provide the approver with a mechanism to identify potential duplicates.
Potential duplicate design registrations are identified based on the following criteria:
They have at least one product in common on the parent design opportunity.
They have the same end customer.
The status of the potential duplicate registration is Submitted, Approved, Pending Review, Rejected, or Expired.
Only those design registrations created in the past n days are considered. In the preconfigured version of Siebel PRM, n is 366 days by default. However, customers can modify this number to suit their business needs.
This task is a step in "Roadmap for Managing a Design Program".
To approve a design registration
Navigate to Administration - Inbox.
A design registration that requires approval is displayed in the inbox of the current approver.
Drill down on the design registration to the single page view.
Check if there are potential duplicates by clicking the Similar Registrations tab.
Approve, reject or return the design registration.
If and when the final approver approves, the status of the design registration changes to Approved.