Roadmap for Managing a Design Program

To manage a design program, perform the following process and tasks:

1. "Process of Setting Up a Design Program"

2. "Creating a Design Program"

3. "Creating a Design Opportunity (Partner)"

4. "Creating a Design Registration (Partner)"

5. "Approving a Design Opportunity"

6. "Approving a Design Registration"

Process of Setting Up a Design Program

To set up a design program, perform the following tasks:

1. "Configuring Design Opportunity Status"

2. "Defining Design Opportunity Approvers"

3. "Defining Design Registration Approvers"

This process is a step in "Roadmap for Managing a Design Program".

Configuring Design Opportunity Status

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  

1. Navigate to the Administration - Data screen, then the Sales Methods view.

2. Query for the Sales Method of either Design Opportunity or Design Opportunity Won, and make changes as appropriate.

Defining Design Opportunity Approvers

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 

1. Navigate to the Administration - Application screen, then the Approval Admin view.

2. Query for the Approval Item of Design Opportunity Approval.

3. In the Approval Stage list, add records and specify 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.

Defining Design Registration Approvers

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 

1. Navigate to the Administration - Application screen, then the Approval Admin view.

2. Query for the Approval Item of Design Registration Approval.

3. In the Approval Stage list, add records and specify users or positions who must give their approval for a design registration to be considered a win.

Creating a Design Program

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 

1. Navigate to the Design Programs screen.

2. In the design programs list, add a new record.

3. 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 typically remains 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. Navigate to the different views to see more information about the design program.

Creating a Design Opportunity (Partner)

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 

1. In the Partner Portal, navigate to the Design Programs screen.

2. Select an existing design program for which you want to create a design opportunity.

3. Drill down on the design programs record, and navigate to the Design Opportunities view.

4. Enter the products you want to include in the design opportunity, as well as expected revenue. Complete the other fields as appropriate.

5. To submit the design opportunity for approval, click Submit for Win.

   The design opportunity is routed to the configured approvers.

Creating a Design Registration (Partner)

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 

1. In the Partner Portal, navigate to the Design Programs screen.

2. Select an existing design program for which you want to create a design registration.

3. Drill down on the design programs record, navigate to the Design Opportunities view, and then to the Registrations view.

4. add a new record to create a design registration, enter information about the design, and save the record.

5. To submit the design registration for approval, select Submitted in the Status field.

   The design registration is routed to the configured approvers.

Approving a Design Opportunity

The approval process for a design opportunity is initiated when a partner or vendor selects the opportunity and navigates to Submit for Win.

This task is a step in the "Roadmap for Managing a Design Program".

To approve a design opportunity 

1. Navigate to Administration - Inbox screen, then the All Submitted Items view.

   A design opportunity that requires approval is displayed in the inbox of the current approver.

2. In the More Info form, in the Action field, select Approved or Rejected. 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.

Approving a Design Registration

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 

1. Navigate to Administration - Inbox screen, then the All Submitted Items view.

   A design registration that requires approval is displayed in the inbox of the current approver.

2. Drill down on the design registration to the single page view.

3. Check if there are potential duplicates by navigating to the Similar Registrations view.

4. In the More Info form, in the Action field, select Approved or Rejected.

   If and when the final approver approves, the status of the design registration changes to Approved.