Toplinestrategiesxrmfinal 100112115457 Phpapp02
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The document discusses how xRM enables any relationship scenario by bridging the gap between development tools, frameworks, and application platforms. This allows organizations to rapidly innovate and grow their business at a lower total cost of ownership. Approximately 75% of organizations anticipate a shift toward integrated application platforms that can manage relationships beyond just customers to any entity. Key drivers of success include using business process innovation as a competitive advantage and providing flexibility for global innovation. xRM allows faster development cycles through configuration rather than custom coding, providing speed, fit, and business agility at a lower cost than traditional buy or build approaches.
Toplinestrategiesxrmfinal 100112115457 Phpapp02
- 2. Its Hard for IT to get a vacation
- 3. IT Dreamin the reality is that the backlog never gets complete Backlog
- 4. Intrapreneurial Brian Goosmere (HR) Using a 12 year old FORTRAN Database to recruit new employees cultures that wont wait for IT to get caught up Steve Blankenhiemer (Enrollment) Lisa Long鍖eld (Marketing) Using a fax machine and Excel Building an Access DB to spreadsheet to enroll employees track orders into bene鍖ts packages Steve Jackman (Sales) Using an ACT! Database to track his deals. Rob Johnson (Sales) Tracking contacts in Outlook
- 5. Creating islands of data that dont talk to each other and operate as silos
- 6. The Challenge with islands of data 30 Different Customer Applications = 30 different groups of developers, with application-speci鍖c: Data Model Architecture Security Access Models Processes Hard-coded / Spaghetti Code (from multiple devs) User Interfaces Business IP
- 7. The Organizational challenge lives on Business Group IT Group Rapid Innovation is a Key Mandate Limited Budget & Resources Business Process Business Productivity Option of building customer applications Implement Global Innovation or buying packaged applications (both Waiting for IT to Deliver Requested have big negatives in cost, time and Applications scope) Business Builds Shadow Applications to Supporting hundreds of legacy Survive applications Poor Productivity due to many different Trying to support all the change requests user interfaces and tools coming from the business Lack of Intelligence or Insight Lack of ability to be responsive to the business due to limitations to quickly Takes too long to make business policy change custom software and process changes due to application IT Limitations Protect not Enable Dif鍖cult to deliver quick wins and rapid business success
- 9. xRM Enables any relationship scenario Organizations Business Processes Relationships Task, Maintenance & People - Dealers, vendors, Recruiting Automation employees...) Places - Properties, locations, real-estate...) Things - Assets, animals, displays, franchise...) Departments/ anything (x) Groups Interactions & Activities Relationship Management
- 10. Bridging the Gap a better way to accelerate application development Rapidly innovate and grow your business Build Buy Development Development Application Packaged Tools Frameworks Platform Applications Lower Total Cost of Ownership (TCO)
- 11. The Shift toward application platforms Organizations are converging what were once disparate, standalone applications and systems into an integrated, uni鍖ed application No - 24% Yes, but no platform. plan is in place - 35% Approximately 75 percent of IT leaders across 412 companies in North America, Europe, Asia Paci鍖c, and Latin America anticipate a shift toward application Yes, its currently under platforms way - 41%
- 12. CRM to xRM Transitioning to Relationship-oriented Applications C = Customer x = Any Relationship CRM xRM Marketing, Sales & Any team Used by Customer Service Teams Customer Relationships Any Relationship To Manage Marketing, Sales & Any Relevant Business Automates Service Business Process Process Interactions, Activities, Interactions, Activities, Tracks Tasks & 360 History of x Tasks, and 360 History Customer-centric Analytics x -centric Analytics Provides
- 13. Key Drivers de鍖ning success for xRM 60% of CEOs believe their Products and services can organizations need to be copied. Our business introduce fundamental/ processes and our business radical changes in the models are our next 2 years differentiators. Business process innovation as key Business productivity innovation is Flexibility to rapidly implement competitive advantage needed now more than ever global innovation is a key enabler
- 14. Development Cycles using xRM as a platform Go Live Business Process 40% Coding Competitive Advantage Application Go Live 60% Foundation vs. Business Process Con鍖guration & Customization 25% Application Foundation 10% Traditional xRM Development Development
- 15. Too Many Trade-Offs buy and build are both unbalanced Faster Lower Faster Delivery Time Lower Change to Business Narrow Scope of Available er Buy Applications (Buy Multiple) Bu eliv (Packaged sin oD Applications) es et sF Tim it Broadest Scope of Possibilities Slower delivery Times Build Higher Potential Business Fit (Custom Applications) Resource/Time Intensive Dif鍖cult to Deliver and complete Slower Higher Scope of Available Applications
- 16. The Best of Buy & Build get speed, 鍖t and business agility at a lower cost xRM Business Time Business Delivery Buy Speed Fit to Value Agility Build
- 17. xRM Enables IT & Business Success IT Group Business Group Enable & Empower Differentiated IT De鍖ne & Prioritize Drive Develop Deliver Demonstrate ef鍖cient & 鍖exible business rapid innovation & business effective IT applications agility success xRM Platform
- 18. xRM differentiators Accelerates Power of Choice Flexibility Usability Ecosystem Leverage development & through public to 鍖t people, through familiar of partners and your existing/future consolidation of cloud and private business, Microsoft Of鍖ce/ partner solutions Microsoft LOB applications cloud options environment and Outlook interfaces deliver relevant technology budget value investments
- 19. Bring It IT now has a platform to 鍖ght the backlog Rapid Innovation is a Key Mandate Business Process Business Productivity Implement Global Innovation Waiting for IT to Deliver Requested Applications Business Builds Shadow Applications to Survive Poor Productivity due to many different user interfaces and tools Lack of Intelligence or Insight Takes too long to make business policy and process changes due to application IT Limitations
- 20. The Familiar Core Microsoft technologies Intuitive user tools increase Standard tools optimizes IT user adoption & productivity resources & infrastructure xRM works like and with familiar Microsoft technologies xRM Foundational Technologies
- 21. xRM architecture overview Microsoft Of鍖ce/ Online/ Mobile/Portal/ Custom User User Experience Services Outlook Of鍖ine Custom Features Integration Business Logic Windows Extensibility Granular role- Business Process Work鍖ow Services Services based security Modeling Foundation Services Enterprise Mashups/ Visual Studio .NET Composite Applications Assemblies Metadata Application Portable Release & Application Upgrade Client-side Jscript Embedded User Services De鍖nition Model Management ASP.NET Custom Forms Interfaces/Frames Customer Work鍖ow Business Logic/Process Actions Orchestration Database Declarative Data Referential Dynamic Ripple Integrity/ Services Modeling Relationship Effect Data & Metadata Event Framework/ APIs Dynamic Code Plug-ins Server SDK Prebuilt Analytics Dashboards Reporting/ Data Mining/ Of鍖ine SDK Connectors KPIs OLAP Predictive Services Multi-tenancy Enterprise-class Service-Oriented Architecture Multi-lingual scalability & Platform Developer Multi-currency performance Management Tools Tools
- 22. Point & Click build your applications with nothing but a mouse Powerful and intuitive point & click allows organizations to rapidly build entire applications For technical and non-technical users Enables lightning fast deployments and agile iterative design and feedback Completely de鍖ne each unique application through point & click Less developers focused on building infrastructure
- 23. Data Modeling Services simple declarative modeling Schema modeling and metadata de鍖nition accelerates creation Every application is de鍖ned in metadata vs. in code Export application de鍖nition and import into other servers Metadata architecture simpli鍖es upgrades Publish changes on the 鍖y Applications built on XRM will inherit new capabilities as platform evolves
- 24. User Experience consistent user experiences across multiple LOB applications Decrease training time and increase user adoption with a consistent user experience Use the user experience that 鍖ts your users the best Consistent navigation and tools across all applications Productivity tools are optimized for users Consistent user experience, even in of鍖ine mode (data, reports, work鍖ow, custom)
- 25. Security Services granular security model for role-based access and controls Simplify user administration with role-based access controls and data security logic Rapidly add multiple users directly from Active Directory Create role pro鍖les and assign appropriate security access Export and use security roles across all environments (Dev, Test, Staging, Production) Control operations on all relevant custom entities
- 26. Analytical Services ensure data and insight consistency across all LOB applications Empower every day users with easy reporting, visual insight and actionable analytics Combine analytics with work鍖ow for actionable intelligence Minimize costs by leveraging existing Microsoft technology investments Deliver business insight through familiar productivity tools Bring analytics to the masses
- 27. Process Automation automate and orchestrate line-of-business processes Reduce costs and increase user productivity through optimized processes and procedures Con鍖gure process models the way it 鍖ts your business Capture and operationalize process best practices Measure and improve business processes Wizard makes it easy for end-users to create personal work鍖ow
- 28. Extensibility empowers IT to support many different business requirements Rapidly and deeply create extensions to 鍖t the unique needs of every application Extension points throughout architecture Leverages common development tools and resources Enables reusability Simpli鍖es adding features through registration tool and ensures upgradeability
- 29. Extensible user experiences xRM Works How the User Works
- 30. Integration rapidly innovate with a wide range of integration capabilities Enterprise User Business Leveraged Data Data needs Process Process Experience Logic from to be 鍖ows across Mashups Related Logic other apps Integration synched Integration applications Composite Applications Dynamically Generated Traditional Approach Full Blown Integration Integrated UI Web-Services Fully Operational APIs Pre-built Connections with Low Costs & Maintenance Call outs with Parameters (CRUD) Integration Platforms Embedded Get Results Back Data API (BizTalk) Metadata API
- 31. Architecture support broad set of global business application needs Organization Wide Multi-tenant Architecture Supports multiple isolated applications (database instances) in a single platform Administration across apps Work Teams Multi-language Corporate Divisions 40+ available languages Right to left and Unicode Multi-currency Base currency for roll-up Transactional currencies Work Departments
- 32. Enterprise enterprise-class capabilities for scale and performance Leverage Microsoft technologies to meet XRM scale, availability and performance requirements Leverage Windows and SQL Server platform optimizations Scale up and out across application and data tiers 24,000 Concurrent Users Actual Sub-second response times Benchmark 1 million web requests / hour 1 billion rows in database
- 33. Platform Management streamline LOB application administration with xRM Reduce administrative costs with tools that streamline and simplify operations Integrates with Microsoft tools and heterogeneous environments Full application portability streamlines dev test-staging-production release Backwards compatibility Keep all XRM applications up and running from one place Data management
- 34. Sharepoint & xRM combined strengths cover broad business needs Unstructured & Semi- Social Engagement & Information Information Enterprise Across Teams & structured Data Collaboration Evolutions of Storage Rules Search Domains Structured Relational Interactions, Activities Info Generation & Formalized Data Query Within Teams & Data & Tasks Analytics Processes & Filter Domains xRM
- 35. xRM Apps Fit platform 鍖exibility ensures each application build 鍖ts Fits Your People Fits Your Business Fits Your Environment
- 36. xRM Promise is one-to-many & many-to-one One Application for Many Customers Accelerate Go-to-Market Solutions Reusable IP with Power of Choice delivery Leverage future platform investments xRM Dozens of applications xRM Many Applications for One Customer Supports Many Initiatives xRM Accelerate Business Success Deeper Customer Relationships xRM Expand Across Business Units xRM xRM
- 37. One Platform many applications Vendor Management - Certi鍖cation process, purchasing process, compliance process Employee Management - New employee process, bene鍖ts enrollment process Relationship Management - Manage customer relationships and process Marketing Management - Marketing process, lead generation, demand creation, metrics... Prospect Management - Resume submission process, screening and scheduling processes IT Project Management - RFP process, new project kick-off process, status update process Bene鍖t Enrollment Management - Lifecycle process, group enrollment... Grant Management - RFG process, proposal evaluation process, grant tracking process Agency/Broker Management - Lead management, enrollment processing, business intelligence... Pharmaceutical Program Enrollment Management - Enrollee signup and tracking, bene鍖ts coordination... Formulary Program Management - Integration of 鍖eld reporting with formulary updating, pro鍖tability analysis... Value Health/Wellness Promotion Management - Portal management, customization of services to individual level...
- 38. Its Time for a well deserved vacation
- 39. A Video xRM = x Relationship Management / any Relationship Management press play
- 40. TopLine Strategies TopLine Strategies delivers the complete integration and development of innovative sales and marketing technologies that enable corporations and institutions to improve revenue streams and strengthen customer interactions. We apply the deep experience of our team and disciplined project management practices to ensure timely and successful delivery of technologies that drive topline results. Core Practices: Key Partnerships: Relationship Management Marketing Technologies Business Intelligence Health Insurance Customer Enrollment Web Application Development Mobile Application Development Comprehensive Lifecycle Approach: Consulting Software Selection Application Design & Engineering Data Warehousing Systems Integration Technology Staf鍖ng You can learn more at www.toplinestrategies.com
- 41. Next Steps for a well deserved vacation 1 2 2 Visit www.toplinestrategies.com Call (480) 503.8584