Developing an Implementation Plan

This topic includes the following information:

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

To develop an implementation plan

  1. Perform a thorough business analysis that details the needs of your organization and users.

  2. Get approval and commitments for time and resource from the relevant organizations.

    • Determine whether 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 modifications 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 that Siebel CRM displays on each applet.

    • (Conditional) How your implementation will use various Siebel technologies. For more information, see About Siebel Technologies That Configure Siebel CRM Behavior.

    • A description of your development environment and process. For example:

    • 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.