Retail Banking Client

Overview

• Delivered working Calendar and Contact Synchronization using eseSync™
• No further desktop installations required for synchronizing calendar or contact data
• Synchronization managed centrally and users have ability to register themselves through Siebel UI
• Synchronization occurs seamlessly in the background with user intervention
• Migrated eseSync™ to bank standard Application Server platform
• Performance tuning of eseSync™ Application with Siebel CRM 7.5

Challenges

• The bank is using Siebel CRM 7.5 with approx 1000 users in the North America region
• Siebel upgrades required a corresponding complex desktop synchronization software upgrade
• Calendar Synchronization between Siebel and Lotus Notes plagued with incorrect mapping between Siebel Calendar and Lotus Notes Calendar

Solution

• eseSync™ introduced to replace desktop installed synchronization software
• eseSync™ was reconfigured to work with Weblogic instead of its out-of-the-box configuration of JBOSS
• eseSync™ was configured to work with bank standard database platform (DB2)
• The Bank Support staff updated the key field mappings between Siebel and Lotus Notes
• A separate object manager (eseSync™ Object Manager) was created in Siebel CRM to manage eseSync™ sessions separately from user connection sessions
• The Bank Support staff configured Domino Servers to allow CORBA DIIOP connections to eseSync™ Application
• No further desktop installations were required to initiate calendar and contact synchronizations
• Synchronization occurs in background every 30 seconds

Corporate Banking

Overview

• Delivered working Calendar Synchronization using eseSync™ to global user population
• No further desktop installations required for synchronizing calendar data
• Synchronization independent of Client to Server network infrastructure. Key advantage for international users in low bandwidth areas or users using SFA through Citrix
• Synchronization managed centrally and users have ability to register themselves through Siebel UI
• Synchronization occurs seamlessly in the background with user intervention

Challenges

• The Bank was using Siebel SFA 8.x with approx 2500 users that included a large number of international users on disparate workstation configurations and low bandwidth network areas
• Siebel upgrades required corresponding complex desktop synchronization upgrades
• Calendar Synchronization between Siebel and Lotus Notes plagued with incorrect mapping between Siebel Calendar and Lotus Notes Calendar
• The Bank needed a scalable platform to support integration efforts with similar systems i.e. provide the ability to synchronize CRM data between SFA and bank SFA applications

Solution

• eseSync™ introduced to replace desktop installed synchronization software
• eseSync™ was updated to support multiple directory servers
• Talikos staff reconfigured eseSync™ mappings to support The Bank SFA and Lotus Notes
• Talikos staff provide ongoing support of application
• A separate object manager (eseSync™ Object Manager) was created in Siebel CRM to manage eseSync™ sessions separately from user connection sessions
• The Bank Support staff configured Domino Servers to allow CORBA DIIOP connections to eseSync™ Application
• Synchronization was configured to occur in background every 5 minutes
• Users in Asia, Europe, South America, Middle East, Africa synchronize with no performance difference