Mark joined this project during phase 3 of a Siebel 7.5 Sales implementation. The customer had not been entirely satisfied with previous releases and the pressure was on the team to successfully deliver a large amount of functionality in a very short timescale. This meant that all the team members were required to work very rapidly to meet the project targets.

Mark was initially involved in writing a number of Actuate reports. These reports were to replace existing analysis performed by Excel spreadsheets. The reports were mostly required to present data in charts where the requirements were too complicated to be implemented by Siebel charts. In addition, each Actuate report was required to produce various charts presenting either a variety of data, or the same data in different ways. Given the volumes of data being processed by each report, great care was taken to ensure that performance was optimised as much as possible.

Once these reports were completed, Mark was then able to assist the rest of the team with the configuration of Siebel. This included some general config (applet, view and buscomp modifications), but the main piece of configuration was to develop an automated process for running the Actuate reports and emailing them in PDF format to the relevant users. This involved the use workflow, business services and outbound email communications, as well as the development of custom screens to allow an administrator to identify which users should receive the reports and to monitor the progress of this process.