UX Transformation: Re-engaging business stakeholders and frontline users with Siebel CRM

Siebel customers running standard Open UI are unimpressed with the user experience it provides. We employ the best UX methods and tools to understand your business priorities and users' needs to turn Siebel Open UI into the sleek, streamlined application that allows its users to become ultra productive.

 

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IT'S ALL ABOUT THE EXPERIENCE

 
 
 

We live in the time of the ‘Experience Economy’. In order to compete in the market, companies must examine and enhance their customers' experience while providing them with superior web and mobile apps with great UX.

Leading companies are already starting to recognize that employee experience is the new battleground for gaining a competitive advantage. The quality of digital tools, including employee-facing enterprise applications like Siebel CRM, has a significant influence on employees' engagement.

The impact of Siebel UX Transformation

TYPICAL UX ISSUES

  • Too many clicks to complete key tasks
  • Overwhelming number of fields
  • Long time to learn

Siebel UX Transformation

Immediate Impact

  • Improved user-productivity
  • Increased system adoption
  • Less effort required for onboarding

Longer-term Impact

  • More efficient business processes
  • Increased employee engagement
  • Improved end-customer experience

The Ultimate Siebel Usability Solution

For three years, we have been refining both technology and methodology for accelerated Siebel UX transformations. Learn about the Nexus tool-set we created to slash your Siebel UI redesign project time-to-market while delivering substantial improvements for business and users alike.

Nexus Face

We've developed Nexus Face to provide Siebel customers a fast track to great Siebel UX. It is a low-code development tool for Siebel CRM teams to create engaging Siebel UI in record time. Well-integrated with Open UI infrastructure, Nexus Face re-uses your existing Siebel configuration.

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Nexus Apps

Nexus Apps is our latest development to accelerate the Siebel UX transformation process even further. Based on the UI design analysis of the best CRM and case-handling applications, Nexus Apps is a pre-configured set of UI interaction patterns implemented both in Nexus Face and in the prototyping tool Figma.

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Nexus Sprints

We took 'design thinking', the process used by leading consumer-focused companies to create great user experiences, and adopted it for the Siebel environment. Whether you’re looking to transform the UX of the entire Siebel application or improve a select few user journeys, Nexus Sprints has got you covered.

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Are you interested in learning more about the tools and methods you can use in your Siebel UX transformation? Join an hour-long webinar on December 16th, pick up all the details, and have your questions answered.

Siebel UX Transformation

December 16th, 2020
16:00 GMT

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Nexus Face: Build modern Siebel Open UI in record time

 

Nexus Face is a low-code development tool for Siebel CRM teams to create engaging UI in a drag-and-drop manner. No hardcore web development skills required; define the layout, drop components, bind the data, boom!

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The reasons to adopt Nexus Face

 
 
 

We have run multiple Siebel UI improvement projects using different approaches.
Open UI "native" jQuery, modern React/Vue.js/Angular, custom web apps on top of Siebel REST, you name it.
Now we have switched to Nexus Face, and here is why you should too.


Fast Development Time

Nexus Face significantly reduces development time thanks to declarative UI configuration capabilities and ready-made wiring with Siebel Open UI infrastructure.

Easier development and maintenance

Being a low-code tool, Nexus Face does not require advanced web development skills, making it easier for Siebel teams to build and support improved Siebel UI.

A rich array of modern UI components

Nexus Face comes with embedded UI component libraries based on the Google Material Design. You can style them to match your corporate design guidelines.

Nexus Apps: Accelerate your Siebel UX transformation

 

Siebel CRM customers are all different, making it nigh-on impossible to provide a one-size-fits-all UI design that improves Siebel usability. Instead, we have focused on various CRM user-roles: how they use the application, what data they access, how complex their tasks are, etc. After doing our research, we have created the Nexus Apps - pre-configured UI patterns for three user-roles: salesperson, call centre/branch, and back-office.

Nexus Apps give you a leg-up in new Siebel UI design and development, speeding up your Siebel UX transformation.

Salesperson App | Inputs

  • Uses Siebel CRM from time to time
  • Performs numerous simple tasks
  • Works across multiple Siebel views
  • Searches across several data types
  • Overview/dashboard screens are essential

Call Centre / Branch App | Inputs

  • Uses Siebel CRM most of the day
  • Performs multiple tasks of medium complexity
  • Works within a customer-centric UI
  • Searches across customer records
  • Overview/dashboard screens are rarely required

Back-office App | Inputs

  • Uses Siebel CRM most of the day
  • Performs several complex tasks
  • Works within a case-centric UI
  • Searches and filters case records
  • Overview/dashboard screens are useful

Take a look at Nexus Apps sample pages which we built with Nexus Face

 
 
 

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Nexus Sprints: UX industry-standard Design Thinking process adopted for the Siebel environment

 

Great user experiences don’t just get coded; they are carefully researched and designed first. While 'design thinking' is a common UX methodology, designing mobile app UI and Siebel CRM are somewhat different.
This is how we do it with Nexus Sprints.

Phase 1

User Research

First, we build an evidence-based understanding of which UX problems are present and need solving. We learn how your Siebel CRM works by interviewing and observing users performing their daily tasks, and conduct usability tests accordingly.

The 'User Journey Map' captures all the research findings, and the PURE score helps us establish a quantitative usability baseline.

Phase 2

UI Design

Now it’s time to come up with a UX solution. We evaluate which Nexus Apps UI patterns could streamline the user journey best and build from there. The customer's Design System or a brand book helps us design the new Siebel UI look & feel.

Using a storyboard, we demonstrate how the new UI design will solve users' problems, and a clickable Figma prototype presents the UI in detail.

Phase 3

New UI Validation

Let's get the UI design ready for development. First, we check that the new UI can satisfy all existing business requirements. With user tests, we then confirm that usability has improved as expected. Finally, we verify that the current Siebel config can be re-used or discuss and agree on the changes needed.

The deliverable 'Functional Solution Design' document contains all the details for developers to start their work.

Two blueprints for Siebel UI redesign

 
 
 

Your Siebel UI redesign scale may vary - that's fine!
Nexus Sprints methodology is adjustable to fit your scope, guiding your journey to superior Siebel UX.
See the blueprints for tactical UI improvement and strategic UI transformation projects below.

Tactical Improvements

Tactical Improvements
Strategic Tranformation

Kick-Off + Inspire

2 weeks
  • Review Siebel Application + Business Processes
  • Identify key user-roles + use-cases
  • Create a plan for subsequent project phases with prioritized use-cases
  • Select one use-case for an inspirational demo
  • Interview 2-3 users
  • Create Nexus Face UI for a selected use-case based on the sample data
Tactical Improvements
Strategic Tranformation

Kick-Off + Inspire

2 weeks
  • Review Siebel Application + Business Processes
  • Identify key user-roles + use-cases
  • Create a plan for subsequent project phases with prioritized use-cases
  • Select one use-case for an inspirational demo
  • Interview 2-3 users
  • Create Nexus Face UI for a selected use-case based on the sample data
Tactical Improvements

UX Design Sprint

2-3 weeks
  • Focus on a single use-case
  • Perform all three phases of Nexus Sprints: User Research, High-Fidelity UI Design, Validation
  • Formulate User stories for development
Tactical Improvements

Development Sprint

2-3 weeks
  • Focus on a single use-case
  • Adjust Siebel views
  • Compose UI in Nexus Face
  • Create navigation between standard and Nexus Face UI

Strategic Tranformation

Research + High Level Design

2-3 months
  • Perform User Research for all the use-cases
  • Create Low-Fidelity UI Design for the entire Siebel application: all views, navigation, view's sections but without the fields yet

Strategic Transformation

Strategic Tranformation

Detailed Design + Develop

4-6 months
  • Split new UI into Agile Epics, work iteratively in Sprints with releases
  • Perform High-Fidelity UI Design + Validation
  • Adjust Siebel views
  • Compose UI in Nexus Face

Free "Kick-Off + Inspire" Mini-Project

Limited Time Offer

Whether you’re looking to transform the UX of the entire Siebel application or improve a select few user journeys, get started with the "Kick-Off + Inspire" mini-project.

Within two weeks, you will have a plan for your Siebel UI redesign project, but a Nexus Face-built UI for one of your use-cases will inspire your team and stakeholders as you embark on your journey.

We will build this inspiration UI based on sample data, so no access to your network or Siebel environment is needed.

This limited time offer is valid until March 31, 2021.

Learn more

Wow, you made it to the end - congratulations!
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