Monday, November 26, 2012

How to Balance workload for Employee and Positions

In a high volume transactions processing, we need to balance the workload between our employees.
Siebel Assignment Manager assign an owner / position to a business component and also balances the workload by defining the workload distribution rule.

Workload Distribution Rule is a criteria to define scoring for employee / position to determine how much of workload are present at their bucket during assignment process.

the scoring formula are as follows:
Workload Score = Score * (1 - (Current Workload / Maximum Workload)

Example:
Company ABC has 10 Service Request that need to be assigned to three employees which are Andy, Barney and Charlie. Currently All of them have zero service request at their bucket.

A simple Workload Distribution Rule is configured:
Workload Distribution Rule : Processing Service Request
Assignment Object : Service Request
Score : 100
Required : Always
Maximum : 10

Workload Rules are configured as follows:
Name : Processing Service Request
Assignment Object : Service Request
Conditional Field : Status
Comparison Operator : =
Value = Open / In Progress

 Illustration:
If Andy has 2 Service Request on their bucket, then the score will be
Workload Score = 100 * (1- (2/10) = 80

Find below are a simple simulations
-->
Service Request Number Total Service Request Assigned
Andy Barney Charlie Score A Score B Score C Result
0 0 0 100 100 100 Andy
Service Request 1 1 0 0 90 100 100 Barney
Service Request 2 1 1 0 90 90 100 Charlie
Service Request 3 1 1 1 90 90 90 Andy
Service Request 4 2 1 1 80 90 90 Barney
Service Request 5 2 2 1 80 80 90 Charlie
Service Request 6 2 2 2 80 80 80 Andy
Service Request 7 3 2 2 70 80 80 Barney
Service Request 8 3 3 2 70 70 80 Charlie
Service Request 9 3 3 3 70 70 70 Andy
Service Request 10 4 3 3 60 70 70 Barney


Wednesday, November 7, 2012

Enable Assignment Manager on eMail Workflow

Assignment manager has been one of the most important configuration when doing Channel Specific CRM.
In case whereby CRM had Accounts, Trouble Ticket, Service Request and Activities to be assigned. Especially in Telco industries, the transactions per day can easily exceeds more than 15K.

An automation of assigning an owner to a specific business entities should be covered in a CRM systems.

within Oracle Siebel CRM and Oracle CRM On Demand, there are Assignment Manager modules that can be quite easy to learn but somehow painful due to information being scattered in many documents.

this is my personal experience whenever config an assignment manager with email inbound activity
1. Create an Assignment Rule
There are a vanilla assignment rule existing in the sample. However you might need to revise to meet your business needs. it is common that you want to assign the email activity to a specific agent which has a certain set of skills. Compare Object to Person allows you to compare the object attributes with your internal employee skills. Assignment manager will also do the scoring to score each employees to determine which employee is suitable.


2. Create a Communication Profile for INTERNET SMTP/POP3 Server
Before creating communication profile in Siebel, it is mandatory to have POP3 and SMTP Server setup and a valid pop3 username and password. In order to communicate with the email server, siebel need to input this parameter in the profile (shown below).



3. Create a Response Group associated to the Communication Profile / Add Input Argument.
An email inbound is processed with a workflow triggered by Response Groups. Below you can see the input argument required to run the workflow "eMail Response - Process Message".
if you wanted to enable the message route /assignment manager. remember to set "Enable Assignment Manager" Input Arguments to TRUE.



Next I'll share more about Assignment Manager with Service Request

stay tune.

Sales Force Automation (SFA) Magic Quadrant 2012



Sales Force Automation has been an important module inside CRM. SFA enables Sales Team for automation of sales pipeline. Core functionality includes:
1. Account, Contact and Opportunity Management
2. Quote and Contract Management
3. Proposal generation
3. Sales Tracking and Monitoring
4. Sales Quota
5. incentive compensation
6. Territory Management

Oracle Siebel CRM remains strong in Leader Quadrant. with Pre build Integration with other Oracle Products such as Oracle OSM and Oracle BI.

Using Oracle Siebel CRM are very flexible and proven to accommodate SFA functionality.