InvisibleStudio for Oracle's CRM Desktop

www.InivisibleCRM.com Bridging the gap between the Cloud and the Desktop

InvisibleStudio Presentation Advanced Developer Productivity

Konstantin Vaganov

CTO


Agenda

• Problem Statement

• How InvisibleStudio helps

• Live demo

• Roadmap

• Pricing and Availability

• Q & A


What’s the problem with

integrations?

• All integrations are complex

– Complexity of integration solution is no less than product of

complexities of apps being integrated

• CRM/ERPs are already highly customized

– This raises complexity bar even higher

• ICRM Platforms accommodate that complexity

– We’re on 3rd generation of platform already and keep extending

– All that configurability is within customization package


How this affects me as a

developer?

• Need to “marry” specifics from both products

• Properly reflect CRM customizations in Outlook/Lotus

application

• Add features to Outlook/Lotus in line with server app

“spirit” and offline behavior in mind

• Know the details on how to configure various aspects of

product

• Be able to make changes quickly and reliably

– “and with no rocket science required”


Pain points identified, p1

• Manual XML and form editing is complex • Keep form layout in mind when doing changes

• “Have to know what you’re doing” – know all XML formats & syntax

• Little assistance to developers in the configuration process



• Customization logic spread over 30+ files • Changes require modification of multiple files

• To add a field: add definition to connector meta-info, to outlook

basic mapping, to synchronizer configuration, to the form, add

business logic and validation rules, ensure labels and error

messages are localized



• Time and manual effort to check the changes made • Make your changes, validate package with XSD, sign package,

switch CRM Desktop to debug mode, exit Outlook, copy package

over previous, start Outlook, test. Iterate until succeed

• Big chunk of developer time is spent not on productive

coding/configuration but on manual execution of repetitive steps

Make Your

Changes

Validate XSD

Sign package

Switch to debug

mode

Exit Outlook

Copy Package

Start Outlook

Test your

changes


We hear, loud and clear.

The solution is…

– Gold Partner program – documentation, samples and tools to start

customizing product

• See separate presentation on Gold Partner benefits

– InvisibleStudio as integrated component of Gold Partner program

• Solid IDE – features developers are familiar with

• Productive in minutes

• Automate basic scenarios (click to run the project, etc.)

• UI editing of all XML files (form designer, XML editors)

• Context-sensitive help

• Set of wizards to automate complex tasks

• Complex editors to work on task level, not on file level.

• SOAP debugger, API regression check

• First phase coming in Q4’11, initially for Outlook/Siebel OnPremise


InvisibleStudio IDE

• Based on SharpDevelop IDE

– Mature IDE, very Visual Studio

– Lots of plugins available

– Source control integration

– No install required, runs from

USB stick, requires only .NET 4.0

– Fully interoperable with Visual Studio on project formats

– No base licensing cost or maintenance for IDE

• Why not Microsoft Visual Studio?

– Visual Studio requires additional software purchase

– Visual Studio is complex to deploy on clients for onsite work

– Visual Studio support still is an option in the future


Become productive in minutes

• Import Full Package:

– From any directory

– From installed product

– From new template

– Understands syntax across

multiple CRM Desktop

versions and CRM systems

• Familiar Developer UI

– See package as a project

– Syntax highlight

– Work with multiple files at a time

– Integrated tools


Click to Run

• One click to test your package

– Sign, validate, copy package to Outlook, restart Outlook, etc.

• All done behind the scenes.

• See the results, go back to fix issues, try again

– Faster, iterative


Smart Editors

• Forms/Dialogs UI

– Visual layout editor

– No XML

– Instant preview

• XML configuration files

– No XML, UI forms

– Hints and validation

– Always valid XML


Developer productivity

• Raw XML editors

– Auto-suggest: tags, attributes, attribute values

– Auto-collapse to given level (down to 1-level tags, 2-level tags,

etc.)

– Smart highlight: see all occurrences of text you highlighted

• Restart Outlook/recreate Outlook profile if needed

• Switch CRM Desktop to/from debug mode in single click

• XSD and rules validation – ensure your package is valid,

see all errors reported

• Customize build process with pre-build and post-build

steps


Live demo

• InvisibleStudio is currently in beta

• Import package

• UI editors • Form preview

• Tab order editing, resize controls

• Navigate between UI and XML editors

• XML Editors • Auto-complete

• Smart collapse, smart highlight

• XSD validation

• Run package, see changes in Outlook


InvisibleStudio Roadmap

• Phase 1 goals (V1)

– Go IDE way. Work with package as a project

– Automate file level operations (advanced editors, productivity tools)

– Automate common and most time-consuming tasks

– Siebel OnPremise for Outlook and single IDE support only

– Validation of package before deployment

– Be extensible by design – other products and other IDEs in future.

• Phase 2 goals (V1.5)

– From file level to task level: do tasks instead of editing files

– Context sensitive help

– SOAP debugger, API regression check, advanced validation

– Support for more products (Siebel OnDemand, Fusion, etc.)

– Support additional IDEs (Visual Studio, command line tools)

• Phase 3

– You tell us!


Pricing and Availability

• Version 1 availability:

– Q4’11

• Licensing:

– $25K Annual Site License

• Unlimited use licensee

• Quarterly content updates

• Discounted annual renewal

• Siebel OnPremise and CRM On Demand (Fusion Coming Q2’12)

– $15K Annual Site License for Gold Partner members


Thank you!

Konstantin Vaganov

CTO

Mobile: +38(067) 408-3298

[email protected]


Backup Slides

InvisibleStudio Screens





InvisibleStudio for Oracle's CRM Desktop

Technology

pain points identified

api regression check

visual studio

desktop www

desktop www

desktop www

multiple files

debug mode