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  • Oracle Extends Life Sciences Edition in New Release

    - by charles.knapp
    By Chris Kanaracus, IDG News Service Oracle (ORCL) announced the 17th version of its on-demand CRM (customer relationship management) application Wednesday and made a fresh push into pharmaceutical sales with a Life Sciences edition of the software. New features in CRM on Demand Release 17 include tools for managing sales pipelines and performing forecasts of future business; a redesigned user interface; and added language support. But one CRM industry observer flagged the Life Sciences product as a particular point of interest. Read the full article here.

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  • Global Webcast: Increase Pharmaceutical Sales Effectiveness

    - by charles.knapp
    See a next-generation approach to Pharmaceutical sales challenges! • Increase the quality of sales interactions with enhanced call planning and eDetailing • Improve sample management with electronic signature storage and inventory tracking on the go • Increase marketing effectiveness with closed loop marketing and personalized content delivery Watch as senior vice president of CRM, Anthony Lye, and director of life sciences product strategy, Piers Evans, provide the first public look at Oracle's new Pharmaceutical Sales On The Go solution, powered by Oracle CRM On Demand Release 17 -- Life Sciences Edition. Register now for this informative GLOBAL webcast on March 31, 9 AM PDT/4 PM GMT.

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  • Using the BAM Interceptor with Continuation

    - by Charles Young
    Originally posted on: http://geekswithblogs.net/cyoung/archive/2014/06/02/using-the-bam-interceptor-with-continuation.aspxI’ve recently been resurrecting some code written several years ago that makes extensive use of the BAM Interceptor provided as part of BizTalk Server’s BAM event observation library.  In doing this, I noticed an issue with continuations.  Essentially, whenever I tried to configure one or more continuations for an activity, the BAM Interceptor failed to complete the activity correctly.   Careful inspection of my code confirmed that I was initializing and invoking the BAM interceptor correctly, so I was mystified.  However, I eventually found the problem.  It is a logical error in the BAM Interceptor code itself. The BAM Interceptor provides a useful mechanism for implementing dynamic tracking.  It supports configurable ‘track points’.  These are grouped into named ‘locations’.  BAM uses the term ‘step’ as a synonym for ‘location’.   Each track point defines a BAM action such as starting an activity, extracting a data item, enabling a continuation, etc.  Each step defines a collection of track points. Understanding Steps The BAM Interceptor provides an abstract model for handling configuration of steps.  It doesn’t, however, define any specific configuration mechanism (e.g., config files, SSO, etc.)  It is up to the developer to decide how to store, manage and retrieve configuration data.  At run time, this configuration is used to register track points which then drive the BAM Interceptor. The full semantics of a step are not immediately clear from Microsoft’s documentation.  They represent a point in a business activity where BAM tracking occurs.  They are named locations in the code.  What is less obvious is that they always represent either the full tracking work for a given activity or a discrete fragment of that work which commences with the start of a new activity or the continuation of an existing activity.  The BAM Interceptor enforces this by throwing an error if no ‘start new’ or ‘continue’ track point is registered for a named location. This constraint implies that each step must marked with an ‘end activity’ track point.  One of the peculiarities of BAM semantics is that when an activity is continued under a correlated ID, you must first mark the current activity as ‘ended’ in order to ensure the right housekeeping is done in the database.  If you re-start an ended activity under the same ID, you will leave the BAM import tables in an inconsistent state.  A step, therefore, always represents an entire unit of work for a given activity or continuation ID.  For activities with continuation, each unit of work is termed a ‘fragment’. Instance and Fragment State Internally, the BAM Interceptor maintains state data at two levels.  First, it represents the overall state of the activity using a ‘trace instance’ token.  This token contains the name and ID of the activity together with a couple of state flags.  The second level of state represents a ‘trace fragment’.   As we have seen, a fragment of an activity corresponds directly to the notion of a ‘step’.  It is the unit of work done at a named location, and it must be bounded by start and end, or continue and end, actions. When handling continuations, the BAM Interceptor differentiates between ‘root’ fragments and other fragments.  Very simply, a root fragment represents the start of an activity.  Other fragments represent continuations.  This is where the logic breaks down.  The BAM Interceptor loses state integrity for root fragments when continuations are defined. Initialization Microsoft’s BAM Interceptor code supports the initialization of BAM Interceptors from track point configuration data.  The process starts by populating an Activity Interceptor Configuration object with an array of track points.  These can belong to different steps (aka ‘locations’) and can be registered in any order.  Once it is populated with track points, the Activity Interceptor Configuration is used to initialise the BAM Interceptor.  The BAM Interceptor sets up a hash table of array lists.  Each step is represented by an array list, and each array list contains an ordered set of track points.  The BAM Interceptor represents track points as ‘executable’ components.  When the OnStep method of the BAM Interceptor is called for a given step, the corresponding list of track points is retrieved and each track point is executed in turn.  Each track point retrieves any required data using a call back mechanism and then serializes a BAM trace fragment object representing a specific action (e.g., start, update, enable continuation, stop, etc.).  The serialised trace fragment is then handed off to a BAM event stream (buffered or direct) which takes the appropriate action. The Root of the Problem The logic breaks down in the Activity Interceptor Configuration.  Each Activity Interceptor Configuration is initialised with an instance of a ‘trace instance’ token.  This provides the basic metadata for the activity as a whole.  It contains the activity name and ID together with state flags indicating if the activity ID is a root (i.e., not a continuation fragment) and if it is completed.  This single token is then shared by all trace actions for all steps registered with the Activity Interceptor Configuration. Each trace instance token is automatically initialised to represent a root fragment.  However, if you subsequently register a ‘continuation’ step with the Activity Interceptor Configuration, the ‘root’ flag is set to false at the point the ‘continue’ track point is registered for that step.   If you use a ‘reflector’ tool to inspect the code for the ActivityInterceptorConfiguration class, you can see the flag being set in one of the overloads of the RegisterContinue method.    This makes no sense.  The trace instance token is shared across all the track points registered with the Activity Interceptor Configuration.  The Activity Interceptor Configuration is designed to hold track points for multiple steps.  The ‘root’ flag is clearly meant to be initialised to ‘true’ for the preliminary root fragment and then subsequently set to false at the point that a continuation step is processed.  Instead, if the Activity Interceptor Configuration contains a continuation step, it is changed to ‘false’ before the root fragment is processed.  This is clearly an error in logic. The problem causes havoc when the BAM Interceptor is used with continuation.  Effectively the root step is no longer processed correctly, and the ultimate effect is that the continued activity never completes!   This has nothing to do with the root and the continuation being in the same process.  It is due to a fundamental mistake of setting the ‘root’ flag to false for a continuation before the root fragment is processed. The Workaround Fortunately, it is easy to work around the bug.  The trick is to ensure that you create a new Activity Interceptor Configuration object for each individual step.  This may mean filtering your configuration data to extract the track points for a single step or grouping the configured track points into individual steps and the creating a separate Activity Interceptor Configuration for each group.  In my case, the first approach was required.  Here is what the amended code looks like: // Because of a logic error in Microsoft's code, a separate ActivityInterceptorConfiguration must be used // for each location. The following code extracts only those track points for a given step name (location). var trackPointGroup = from ResolutionService.TrackPoint tp in bamActivity.TrackPoints                       where (string)tp.Location == bamStepName                       select tp; var bamActivityInterceptorConfig =     new Microsoft.BizTalk.Bam.EventObservation.ActivityInterceptorConfiguration(activityName); foreach (var trackPoint in trackPointGroup) {     switch (trackPoint.Type)     {         case TrackPointType.Start:             bamActivityInterceptorConfig.RegisterStartNew(trackPoint.Location, trackPoint.ExtractionInfo);             break; etc… I’m using LINQ to filter a list of track points for those entries that correspond to a given step and then registering only those track points on a new instance of the ActivityInterceptorConfiguration class.   As soon as I re-wrote the code to do this, activities with continuations started to complete correctly.

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  • SaaS Customer Service Matters

    - by charles.knapp
    You probably know that Oracle CRM On Demand goes beyond contact and transaction tracking by providing valuable real-time insights. Do you know that Oracle CRM On Demand also delivers valuable service to our customers? Don't take my word for it. "Prior to Oracle CRM On Demand, we were too busy looking in the rear view mirror on our sales activities and needed a forward-looking tool to maximize sales and coaching opportunities," said Christian Doelle, Vice President Sales & Marketing, MonierLifetile. "After evaluating other organization's solutions, we found Oracle as the most proven with the real-time reporting and detailed reviews of sales opportunities that helped us to address our blind spots. Additionally, we have found throughout our implementation phase that Oracle's commitment to customer attention and service is incomparable." Learn more here about MonierLifetile's experience with Oracle CRM On Demand.

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  • CRM Magazine: Customer-Facing Life Sciences CRM

    - by charles.knapp
    "The Life Sciences Edition, Lye says, is unique in that to-date pharma software has been inward facing. The Oracle pharma solution, however, is a tool that can be used internally for salespeople to assess their effectiveness, but it can also be used in interacting with a physician or whoever the "customer" might be. The solution captures signatures digitally and provides tools for rapid presentation creation. "That's something I have never heard of before in terms of having the CRM product for the customer view as well as the employee view," Leary says. "When it comes to the area of pharma sales, [sales people] don't have a lot of time in front of doctors .... so this is a way to spend less time in front of the doctor and still be able to get the information and the sentiment and the story across." Read more here about Oracle CRM On Demand, Life Sciences Edition.

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  • Concrete examples of Python's "only one way to do it" maxim

    - by Charles Roper
    I am learning Python and am intrigued by the following point in PEP 20 The Zen of Python: There should be one-- and preferably only one --obvious way to do it. Although that way may not be obvious at first unless you're Dutch. Could anyone offer any concrete examples of this maxim? I am particularly interested in the contrast to other languages such as Ruby. Part of the Ruby design philosophy (originating with Perl, I think?) is that multiple ways of doing it is A Good Thing. Can anyone offer some examples showing the pros and cons of each approach. Note, I'm not after an answer to which is better (which is probably too subjective to ever be answered), but rather an unbiased comparison of the two styles.

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  • Integrating Social, Marketing, and Loyalty to Deliver Great Customer Experiences

    - by Charles Knapp
    Eighty nine percent of consumers quit a brand after one bad experience. With the high cost of acquiring new customers, what can brand leaders do? At the Loyalty World Conference this week in London, global business leaders such as the co-founder of Ben & Jerry’s shared the latest in how to retain customers and boost advocacy. Melissa Boxer and Sundar Swaminathan of Oracle shared that by taking an outside-in approach, you can deliver a differentiated, loyalty-building experience throughout the customer lifecycle, from researching and selecting through to using and recommending. To transform customer experiences, you need to integrate your brand’s social, marketing, and loyalty functions from the commonplace silos. Three key strategies: Know more and understand, unifying and capturing insights across touch points to better understand who to serve, how to serve, and when to serve.  Connect and engage across social and traditional channels, empowering a relationship ecosystem between social communities, customers, and employees. Make the personalized experience easy and rewarding. Visit us on twitter.com/oraclecrm to learn more useful highlights from the #lwconf conference.

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  • How Are Businesses Advancing with the Experience Revolution?

    - by Charles Knapp
    Businesses worldwide are operating in a new era. Customers are taking charge of their relationships with brands, and the customer experience has become the most important differentiator and driver of business value. Where is the experience heading? And how can businesses take advantage of the customer experience revolution? Find out from the experts at a one-of-a-kind event: the Oracle Customer Experience Summit at Oracle OpenWorld, San Francisco, October 3-5. Our featured speakers are global visionaries including Seth Godin, George Kembel from the Stanford d:School, Bruce Temkin, Kerry Bodine and Paul Hagen from Forrester, and Gene Alvarez from Gartner. Featured industry leaders will include speakers from Athene Group, Bazaarvoice, Comcast, Consortium of Service Innovation, Haworth, Intuit, KPN, Marriott, Nikon, Quicksilver, Royal Caribbean, SapientNitro, Southwest, Stryker, Stuart Concannon, and Twilio. Featured speakers from Oracle will include Oracle President Mark Hurd, Anthony Lye, David Vap, Brian Curran, John Kembel, and Matthew Banks. So, please join us at the Customer Experience Summit at the Oracle OpenWorld Conference.

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  • Microsoft and the open source community

    - by Charles Young
    For the last decade, I have repeatedly, in my imitable Microsoft fan boy style, offered an alternative view to commonly held beliefs about Microsoft's stance on open source licensing.  In earlier times, leading figures in Microsoft were very vocal in resisting the idea that commercial licensing is outmoded or morally reprehensible.  Many people interpreted this as all-out corporate opposition to open source licensing.  I never read it that way. It is true that I've met individual employees of Microsoft who are antagonistic towards FOSS (free and open source software), but I've met more who are supportive or at least neutral on the subject.  In any case, individual attitudes of employees don't necessarily reflect a corporate stance.  The strongest opposition I've encountered has actually come from outside the company.  It's not a charitable thought, but I sometimes wonder if there are people in the .NET community who are opposed to FOSS simply because they believe, erroneously, that Microsoft is opposed. Here, for what it is worth, are the points I've repeated endlessly over the years and which have often been received with quizzical scepticism. a)  A decade ago, Microsoft's big problem was not FOSS per se, or even with copyleft.  The thing which really kept them awake at night was the fear that one day, someone might find, deep in the heart of the Windows code base, some code that should not be there and which was published under GPL.  The likelihood of this ever happening has long since faded away, but there was a time when MS was running scared.  I suspect this is why they held out for a while from making Windows source code open to inspection.  Nowadays, as an MVP, I am positively encouraged to ask to see Windows source. b)  Microsoft has never opposed the open source community.  They have had problems with specific people and organisations in the FOSS community.  Back in the 1990s, Richard Stallman gave time and energy to a successful campaign to launch antitrust proceedings against Microsoft.  In more recent times, the negative attitude of certain people to Microsoft's submission of two FOSS licences to the OSI (both of which have long since been accepted), and the mad scramble to try to find any argument, however tenuous, to block their submission was not, let us say, edifying. c) Microsoft has never, to my knowledge, written off the FOSS model.  They certainly don't agree that more traditional forms of licensing are inappropriate or immoral, and they've always been prepared to say so.  One reason why it was so hard to convince people that Microsoft is not rabidly antagonistic towards FOSS licensing is that so many people think they have no involvement in open source.  A decade ago, there was virtually no evidence of any such involvement.  However, that was a long time ago.  Quietly over the years, Microsoft has got on with the job of working out how to make use of FOSS licensing and how to support the FOSS community.  For example, as well as making increasingly extensive use of Github, they run an important FOSS forge (CodePlex) on which they, themselves, host many hundreds of distinct projects.  The total count may even be in the thousands now.  I suspect there is a limit of about 500 records on CodePlex searches because, for the past few years, whenever I search for Microsoft-specific projects on CodePlex, I always get approx. 500 hits.  Admittedly, a large volume of the stuff they publish under FOSS licences amounts to code samples, but many of those 'samples' have grown into useful and fully featured frameworks, libraries and tools. All this is leading up to the observation that yesterday's announcement by Scott Guthrie marks a significant milestone and should not go unnoticed.  If you missed it, let me summarise.   From the first release of .NET, Microsoft has offered a web development framework called ASP.NET.  The core libraries are included in the .NET framework which is released free of charge, but which is not open source.   However, in recent years, the number of libraries that constitute ASP.NET have grown considerably.  Today, most professional ASP.NET web development exploits the ASP.NET MVC framework.  This, together with several other important parts of the ASP.NET technology stack, is released on CodePlex under the Apache 2.0 licence.   Hence, today, a huge swathe of web development on the .NET/Azure platform relies four-square on the use of FOSS frameworks and libraries. Yesterday, Scott Guthrie announced the next stage of ASP.NET's journey towards FOSS nirvana.  This involves extending ASP.NET's FOSS stack to include Web API and the MVC Razor view engine which is rapidly becoming the de facto 'standard' for building web pages in ASP.NET.  However, perhaps the more important announcement is that the ASP.NET team will now accept and review contributions from the community.  Scott points out that this model is already in place elsewhere in Microsoft, and specifically draws attention to development of the Windows Azure SDKs.  These SDKs are central to Azure development.   The .NET and Java SDKs are published under Apache 2.0 on Github and Microsoft is open to community contributions.  Accepting contributions is a more profound move than simply releasing code under FOSS licensing.  It means that Microsoft is wholeheartedly moving towards a full-blooded open source approach for future evolution of some of their central and most widely used .NET and Azure frameworks and libraries.  In conjunction with Scott's announcement, Microsoft has also released Git support for CodePlex (at long last!) and, perhaps more importantly, announced significant new investment in their own FOSS forge. Here at Solidsoft we have several reasons to be very interested in Scott's announcement. I'll draw attention to one of them.  Earlier this year we wrote the initial version of a new UK Government web application called CloudStore.  CloudStore provides a way for local and central government to discover and purchase applications and services. We wrote the web site using ASP.NET MVC which is FOSS.  However, this point has been lost on the ladies and gentlemen of the press and, I suspect, on some of the decision makers on the government side.  They announced a few weeks ago that future versions of CloudStore will move to a FOSS framework, clearly oblivious of the fact that it is already built on a FOSS framework.  We are, it is fair to say, mildly irked by the uninformed and badly out-of-date assumption that “if it is Microsoft, it can't be FOSS”.  Old prejudices live on.

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  • How to stop Thunar being default file browser

    - by Charles Kane
    On a relatively new 11.04 installation Thunar has become the default file browser simply by using it! Whilst I can open Nautilus easily enough, I'd rather it remained as the default, especially when I choose to view files in dual pane. The only action that I can pinpoint that might have given over my files and folders to Thunar is making Nautilus into Nautilus-Elementary (oh and Unity carked it so I reverted rather unwillingly to Classic, glad I did it is so much more stable and this is my production machine and Unity acts as if it is early alpha as far as I can tell!)

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  • Microsoft Cloud Day - the ups and downs

    - by Charles Young
    The term ‘cloud’ can sometimes obscure the obvious.  Today’s Microsoft Cloud Day conference in London provided a good example.  Scott Guthrie was halfway through what was an excellent keynote when he lost network connectivity.  This proved very disruptive to his presentation which centred on a series of demonstrations of the Azure platform in action.  Great efforts were made to find a solution, but no quick fix presented itself.  The venue’s IT facilities were dreadful – no WiFi, poor 3G reception (forget 4G…this is the UK) and, unbelievably, no-one on hand from the venue staff to help with infrastructure issues.  Eventually, after an unscheduled break, a solution was found and Scott managed to complete his demonstrations.  Further connectivity issues occurred during the day. I can say that the cause was prosaic.  A member of the venue staff had interfered with a patch board and inadvertently disconnected Scott Guthrie’s machine from the network by pulling out a cable. I need to state the obvious here.  If your PC is disconnected from the network it can’t communicate with other systems.  This could include a machine under someone’s desk, a mail server located down the hall, a server in the local data centre, an Internet search engine or even, heaven forbid, a role running on Azure. Inadvertently disconnecting a PC from the network does not imply a fundamental problem with the cloud or any specific cloud platform.  Some of the tweeted comments I’ve seen today are analogous to suggesting that, if you accidently unplug your microwave from the mains, this suggests some fundamental flaw with the electricity supply to your house.   This is poor reasoning, to say the least. As far as the conference was concerned, the connectivity issue in the keynote, coupled with some later problems in a couple of presentations, served to exaggerate the perception of poor organisation.   Software problems encountered before the conference prevented the correct set-up of a smartphone app intended to convey agenda information to attendees.  Although some information was available via this app, the organisers decided to print out an agenda at the last moment.  Unfortunately, the agenda sheet did not convey enough information, and attendees were forced to approach conference staff through the day to clarify locations of the various presentations. Despite these problems, the overwhelming feedback from conference attendees was very positive.  There was a real sense of excitement in the morning keynote.  For many, this was their first sight of new Azure features delivered in the ‘spring’ release.  The most common reaction I heard was amazement and appreciation that Azure’s new IaaS features deliver built-in template support for several flavours of Linux from day one.  This coupled with open source SDKs and several presentations on Azure’s support for Java, node.js, PHP, MongoDB and Hadoop served to communicate that the Azure platform is maturing quickly.  The new virtual network capabilities also surprised many attendees, and the much improved portal experience went down very well. So, despite some very irritating and disruptive problems, the event served its purpose well, communicating the breadth and depth of the newly upgraded Azure platform.  I enjoyed the day very much.

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  • Current Technologies

    - by Charles Cline
    I currently work at the University of Kansas (KU) and before that Stanford University, to be particular the Stanford Linear Accelerator Center (SLAC).  Collaborating with various Higher Ed institutions the past several years has shown a marked increase in the Microsoft side of the house.  To give you an idea of our current environment, here are some of the things we (Enterprise Systems) have been working on the past two years I’ve been at KU: Migrated from Novell to Active Directory (AD), although we’re still leveraging Novell for IDM.  We currently have 550,000+ objects in AD, and we still have several departments to bring in. Upgraded from Exchange 2003 to Exchange 2010 and Forefront Online Protection for Exchange (FOPE) Implemented SCCM 2007 for Windows systems management Implemented central file storage using EMC products for the backend, using CIFS as the frontend Restructuring AD domains and Forests to decrease the administrative overhead and provide a primary authentication mechanism for the entire University Determining Key Performance Indicators for AD and Exchange Implemented SCOM 2007 to monitor AD and Exchange Implemented Confluence for collaboration within IT and other technology providers at the University Implemented Data Protection Manager (DPM) for backup of AD and Exchange Built a test and QA environment to better facilitate upcoming changes to the environment Almost ready to raise the AD domain level to 2008 R2   I’m sure I’m missing things, and my next post will be some of the things we’re getting ready for – like Centrify to provide AD for OS X and Linux systems.  If anyone would like more info on a particular area, please drop me a line.  I’d be happy to discuss.

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  • Webinar: NoSQL - Data Center Centric Application Enablement

    - by Charles Lamb
    NoSQL - Data Center Centric Application Enablement AUGUST 6 WEBINAR About the Webinar The growth of Datacenter infrastructure is trending out of bounds, along with the pace in user activity and data generation in this digital era. However, the nature of the typical application deployment within the data center is changing to accommodate new business needs. Those changes introduce complexities in application deployment architecture and design, which cascade into requirements for a new generation of database technology (NoSQL) destined to ease that complexity. This webcast will discuss the modern data centers data centric application, the complexities that must be dealt with and common architectures found to describe and prescribe new data center aware services. Well look at the practical issues in implementation and overview current state of art in NoSQL database technology solving the problems of data center awareness in application development. REGISTER NOW>> MORE INFORMATION >> NOTE! All attendees will be entered to win a guest pass to the NoSQL Now! 2013 Conference & Expo. About the Speaker Robert Greene, Oracle NoSQL Product Management Robert GreeneRobert Greene is a principle product manager / strategist for Oracle’s NoSQL Database technology. Prior to Oracle he was the V.P. Technology for a NoSQL Database company, Versant Corporation, where he set the strategy for alignment with Big Data technology trends resulting in the acquisition of the company by Actian Corp in 2012. Robert has been an active member of both commercial and open source initiatives in the NoSQL and Object Relational Mapping spaces for the past 18 years, developing software, leading project teams, authoring articles and presenting at major conferences on these topics. In his previous life, Robert was an electronic engineer developing first generation wireless, spread spectrum based security systems.

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  • Europe's Largest Customer Engagement Conference

    - by Charles Knapp
    What have Ben & Jerry's, HSBC, Innocent, LoveFilm, Oracle, Orange, Virgin, and other leaders learned about innovating to build customer loyalty? Loyalty World will help you better understand, engage and retain your customers. For example, Oracle's Melissa Boxer will deliver a Keynote on "Integrating Social, Marketing, and Loyalty to Deliver Great Customer Experiences." Sundar Swaminathan will speak on "Powering Rich Cross-Channel Customer Experiences with Next-Gen Loyalty Programs." You'll learn best practices from global thought leaders who are producing real results. Learn more about the Conference.

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  • Consumer Electronics Show (CES):CRM for High Technology Firms

    - by charles.knapp
    The Consumer Electronics Show, opening Thursday, showcases product innovations that stem from best practices in design, manufacturing, and distribution. Oracle and IBM invite you to learn best practices from peers, as well as why it matters to use CRM tailored for high technology firms -- offered only by Oracle. On Wednesday, January 5, 1-7 pm at the Bellagio Hotel Las Vegas, learn from peers at IBM, VTech, Plantronics, Cisco, Symantec, and Oracle about how to improve:Channel sales, marketing, and operations management - maximize new product introductions (NPI), sales, forecasts, training, channel promotions, and settlement Winning the deal - determine the right price for the right deal for the "perfect quote," capture the order, and manage orders Collaborative and rapid supply chain planning - improve agility, inventory turns, and profits Please join us for the Oracle/IBM CES High Technology Summit and make useful connections with your peers at the evening networking reception. Register now for this FREE event.

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  • 12/14 IDC Webcast on Insurance Distribution Strategies -- Manage Data and Engage Customers

    - by charles.knapp
    The insurance industry faces unprecedented challenges from new competition, more rigorous regulatory obligations, tighter capital restrictions, and more demanding customers. The winners will be those insurers that can successfully manage complex and disparate data resources to engage successfully with their customers, building trust through outstanding, multi-channel customer service with the insurer and its agents. At the heart of all these issues is the ability of insurers to engage directly with agents and customers using their preferred channels; measure risk and profitability accurately, and quickly to enable swift decision-making; and transform aging IT infrastructure so that the business can drive down costs and protect eroding margins. In this one-hour webcast, moderated by Insurance & Technology Magazine Executive Editor Anthony O'Donnell, you will learn about critical distribution management strategies that work. Join Peter Farley of analyst firm IDC Financial Insights, Scott Mampre of Capgemini, and Srini Venkat of Oracle Insurance to learn ways to maximize improvements to competitiveness, customer service, operating efficiencies - and ultimately profitability and growth. Please join us!

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  • How Can You Get More Productive In Life Sciences Sales?

    - by charles.knapp
    Only half of all doctors will meet with pharmaceutical sales reps, and that percentage continues to decrease. Furthermore, when reps are granted an opportunity to share information, the average interaction is only about a minute and a half. Concurrently, call quotas continue to increase. What does this matter? Sales reps need to spend less time on traditional planning and after-call reporting, more time making calls, and make more productive use of short presentation times. Fortunately for sales reps, Oracle offers the first life sciences CRM that is designed to double sales time and halve reporting time. In particular, our new Life Sciences Edition Offline Client is designed so that you can actually turn the screen around, so that your CRM is useful for presentations and not just reporting, whether you are connected to cloud or working offline such as in restricted clinical environments. Watch Piers Evans, Industry Strategy Director, show what this looks like in the day of a typical pharmaceutical sales representative. By use of this code snippet, I agree to the Brightcove Publisher T and C found at https://accounts.brightcove.com/en/terms-and-conditions/. -- This script tag will cause the Brightcove Players defined above it to be created as soon as the line is read by the browser. If you wish to have the player instantiated only after the rest of the HTML is processed and the page load is complete, remove the line. -- brightcove.createExperiences();

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  • Pricing: Meet or Beat?

    - by charles.knapp
    My home dishwasher started making some really interesting noises. I heard radio advertisements from two retailers who promised to meet any competitor's price. Then, I heard another retailer promising that their everyday prices beat their competitors. That got me to thinking about the power of pricing and promotions in the marketing mix (product, price, placement, promotions, and people). What is more powerful to say in a competitive market: your company will meet a similar offer, or your company will beat the others? Will you sell more if you meet or if you beat? I found that the retailer who promised to beat the others really had the best everyday pricing. Even better for me, another retailer had an exclusive promotional sale for long-term customers. Their loyalty promotion beat the best everyday discounter. So, I got the quality and performance I wanted at a tremendous price. So, I have two challenges for marketers. First, where you really have to compete on price as a dominant factor, give people strong reasons to do business with you. If you try to meet other's prices, make the leap to actually beat and not merely meet. Second, upgrade your firm's capabilities where needed. Oracle offers a complete range of great CRM software for loyalty management, marketing promotions, and pricing management that will help you to grow your business.

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  • Pricing: Meet or Beat?

    - by charles.knapp
    My home dishwasher started making some really interesting noises. It was time to shop. I heard radio advertisements from two retailers who promised to meet any competitor's price. Then, another retailer promised that their everyday prices beat their competitors. That got me to thinking about the power of pricing and promotions in the marketing mix (product, price, placement, promotions, and people). What is more powerful to say in a competitive market: your company will meet a similar offer, or your company will beat the others? Will you sell more if you meet or if you beat? I found that the retailer who promised to beat the others really had the best everyday pricing. I was close to making a purchase. Then, another retailer had an exclusive promotional sale for long-term customers. Their loyalty promotion beat the best everyday discounter. So, I got the quality and performance I wanted at a tremendous price. So, I have two challenges for marketers. First, where you really have to compete on price as a dominant factor, give people strong reasons to do business with you. If you try to meet other's prices, make the leap to actually beat and not merely meet competitor prices. Second, upgrade your firm's capabilities where needed. Oracle offers a complete range of great CRM capabilities for loyalty management, marketing promotions, and pricing management that will help you to grow your business.

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  • Tellago releases a RESTful API for BizTalk Server business rules

    - by Charles Young
    Jesus Rodriguez has blogged recently on Tellago Devlabs' release of an open source RESTful API for BizTalk Server Business Rules.   This is an excellent addition to the BizTalk ecosystem and I congratulate Tellago on their work.   See http://weblogs.asp.net/gsusx/archive/2011/02/08/tellago-devlabs-a-restful-api-for-biztalk-server-business-rules.aspx   The Microsoft BRE was originally designed to be used as an embedded library in .NET applications. This is reflected in the implementation of the Rules Engine Update (REU) Service which is a TCP/IP service that is hosted by a Windows service running locally on each BizTalk box. The job of the REU is to distribute rules, managed and held in a central database repository, across the various servers in a BizTalk group.   The engine is therefore distributed on each box, rather than exploited behind a central rules service.   This model is all very well, but proves quite restrictive in enterprise environments. The problem is that the BRE can only run legally on licensed BizTalk boxes. Increasingly we need to deliver rules capabilities across a more widely distributed environment. For example, in the project I am working on currently, we need to surface decisioning capabilities for use within WF workflow services running under AppFabric on non-BTS boxes. The BRE does not, currently, offer any centralised rule service facilities out of the box, and hence you have to roll your own (and then run your rules services on BTS boxes which has raised a few eyebrows on my current project, as all other WCF services run on a dedicated server farm ).   Tellago's API addresses this by providing a RESTful API for querying the rules repository and executing rule sets against XML passed in the request payload. As Jesus points out in his post, using a RESTful approach hugely increases the reach of BRE-based decisioning, allowing simple invocation from code written in dynamic languages, mobile devices, etc.   We developed our own SOAP-based general-purpose rules service to handle scenarios such as the one we face on my current project. SOAP is arguably better suited to enterprise service bus environments (please don't 'flame' me - I refuse to engage in the RESTFul vs. SOAP war). For example, on my current project we use claims based authorisation across the entire service bus and use WIF and WS-Federation for this purpose.   We have extended this to the rules service. I can't release the code for commercial reasons :-( but this approach allows us to legally extend the reach of BRE far beyond the confines of the BizTalk boxes on which it runs and to provide general purpose decisioning capabilities on the bus.   So, well done Tellago.   I haven't had a chance to play with the API yet, but am looking forward to doing so.

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  • How Can You Work Smarter In Life Sciences Sales?

    - by charles.knapp
    One major reason why executives keep choosing Oracle CRM On Demand and Siebel CRM is our ongoing investments that deliver comprehensive business process support, tailored "at the factory" for specific industries. For example, life sciences sales in many cases globally follows an indirect, "influence" model, where a medical clinician uses expert working knowledge to prescribe products that are sold by independent pharmacies. Smarter, presentations to clinicians can increase sales. Oracle's life sciences CRM is built for sales reps by sales reps. We worked with representatives at 15 of the top 20 pharmaceutical firms on our latest release. Oracle helps reps work smarter from planning their day to delivering samples and rapidly presenting details to busy clinicians. Watch Piers Evans, Industry Strategy Director, show what this looks like in the day of a typical pharmaceutical sales rep. By use of this code snippet, I agree to the Brightcove Publisher T and C found at https://accounts.brightcove.com/en/terms-and-conditions/. -- This script tag will cause the Brightcove Players defined above it to be created as soon as the line is read by the browser. If you wish to have the player instantiated only after the rest of the HTML is processed and the page load is complete, remove the line. -- brightcove.createExperiences();

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  • What Should You Look for In a CRM Demo?

    - by charles.knapp
    I have helped firms evaluate software demos and delivered demos in diverse industries such as manufacturing, healthcare, life sciences, and travel (to name just a few). Here are a few suggestions. First, which vendor has the best fit for your industry? Make sure that the vendor demo staff tell you clearly throughout the demo (not just in a passing comment), what portion of each business process and screen is standard, what has been configured, what has been custom coded, and what has been provided by a partner. If you don't keep asking, what you buy may be less useful than what you saw. This will lead to added (and unbudgeted) costs and time. Second, what are the roles of the primary users? What are their top-most needs, such as exception-oriented dashboards or rapid data entry? Can you get a demo for each key role, showing how the software fits a typical workday? Have the vendor repeatedly tell you what is standard, configured, custom coded, or provided by a partner. Third, how well does the demo balance ease of use with completeness of business processes? One common approach is to hide needed fields or steps that are of low visual value. Another approach is to focus heavily on a visually appealing capability, while downplaying the fit with your key business processes. Result: despite their business acumen, demo attendees may not focus adequately on gaps in business fit So, look for complete disclosure and complete CRM. To arrange a demo from Oracle, please visit http://www.oracle.com/crm.

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  • Functional Adaptation

    - by Charles Courchaine
    In real life and OO programming we’re often faced with using adapters, DVI to VGA, 1/4” to 1/8” audio connections, 110V to 220V, wrapping an incompatible interface with a new one, and so on.  Where the adapter pattern is generally considered for interfaces and classes a similar technique can be applied to method signatures.  To be fair, this adaptation is generally used to reduce the number of parameters but I’m sure there are other clever possibilities to be had.  As Jan questioned in the last post, how can we use a common method to execute an action if the action has a differing number of parameters, going back to the greeting example it was suggested having an AddName method that takes a first and last name as parameters.  This is exactly what we’ll address in this post. Let’s set the stage with some review and some code changes.  First, our method that handles the setup/tear-down infrastructure for our WCF service: 1: private static TResult ExecuteGreetingFunc<TResult>(Func<IGreeting, TResult> theGreetingFunc) 2: { 3: IGreeting aGreetingService = null; 4: try 5: { 6: aGreetingService = GetGreetingChannel(); 7: return theGreetingFunc(aGreetingService); 8: } 9: finally 10: { 11: CloseWCFChannel((IChannel)aGreetingService); 12: } 13: } Our original AddName method: 1: private static string AddName(string theName) 2: { 3: return ExecuteGreetingFunc<string>(theGreetingService => theGreetingService.AddName(theName)); 4: } Our new AddName method: 1: private static int AddName(string firstName, string lastName) 2: { 3: return ExecuteGreetingFunc<int>(theGreetingService => theGreetingService.AddName(firstName, lastName)); 4: } Let’s change the AddName method, just a little bit more for this example and have it take the greeting service as a parameter. 1: private static int AddName(IGreeting greetingService, string firstName, string lastName) 2: { 3: return greetingService.AddName(firstName, lastName); 4: } The new signature of AddName using the Func delegate is now Func<IGreeting, string, string, int>, which can’t be used with ExecuteGreetingFunc as is because it expects Func<IGreeting, TResult>.  Somehow we have to eliminate the two string parameters before we can use this with our existing method.  This is where we need to adapt AddName to match what ExecuteGreetingFunc expects, and we’ll do so in the following progression. 1: Func<IGreeting, string, string, int> -> Func<IGreeting, string, int> 2: Func<IGreeting, string, int> -> Func<IGreeting, int>   For the first step, we’ll create a method using the lambda syntax that will “eliminate” the last name parameter: 1: string lastNameToAdd = "Smith"; 2: //Func<IGreeting, string, string, int> -> Func<IGreeting, string, int> 3: Func<IGreeting, string, int> addName = (greetingService, firstName) => AddName(greetingService, firstName, lastNameToAdd); The new addName method gets us one step close to the signature we need.  Let’s say we’re going to call this in a loop to add several names, we’ll take the final step from Func<IGreeting, string, int> -> Func<IGreeting, int> in line as a lambda passed to ExecuteGreetingFunc like so: 1: List<string> firstNames = new List<string>() { "Bob", "John" }; 2: int aID; 3: foreach (string firstName in firstNames) 4: { 5: //Func<IGreeting, string, int> -> Func<IGreeting, int> 6: aID = ExecuteGreetingFunc<int>(greetingService => addName(greetingService, firstName)); 7: Console.WriteLine(GetGreeting(aID)); 8: } If for some reason you needed to break out the lambda on line 6 you could replace it with 1: aID = ExecuteGreetingFunc<int>(ApplyAddName(addName, firstName)); and use this method: 1: private static Func<IGreeting, int> ApplyAddName(Func<IGreeting, string, int> addName, string lastName) 2: { 3: return greetingService => addName(greetingService, lastName); 4: } Splitting out a lambda into its own method is useful both in this style of coding as well as LINQ queries to improve the debugging experience.  It is not strictly necessary to break apart the steps & functions as was shown above; the lambda in line 6 (of the foreach example) could include both the last name and first name instead of being composed of two functions.  The process demonstrated above is one of partially applying functions, this could have also been done with Currying (also see Dustin Campbell’s excellent post on Currying for the canonical curried add example).  Matthew Podwysocki also has some good posts explaining both Currying and partial application and a follow up post that further clarifies the difference between Currying and partial application.  In either technique the ultimate goal is to reduce the number of parameters passed to a function.  Currying makes it a single parameter passed at each step, where partial application allows one to use multiple parameters at a time as we’ve done here.  This technique isn’t for everyone or every problem, but can be extremely handy when you need to adapt a call to something you don’t control.

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