Oracle User Productivity Kit (UPK) Best Practices and Lessons Learned Philip Shontz AST Corporation August 26, 2014
Oracle User Productivity Kit (UPK) Best Practices and Lessons Learned Philip Shontz AST Corporation August 26, 2014
Agenda § Background and Goals § Best Practices:
• Strategy and Planning • Training Development and Rollout • Post Go Live Support
§ Lessons Learned § Questions
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Background – Projects § Presentation focuses on 3 recent projects:
• #1 – Rapidly growing VA County and School District o EBS, Hyperion, OBIEE o 3 phases, 36 months, ~10,500 users
Jan 2012 Dec 2014
Apr 2012 Jul 2012 Oct 2012 Jan 2013 Apr 2013 Jul 2013 Oct 2013 Jan 2014 Apr 2014 Jul 2014 Oct 2014
§ Financials § Procure to Pay§ Cash Management§ Budgets• Projects/Grants• Document Management Integration
Phase I (January 2012 – Aug 2013)
• Adv. Procurement (iSupplier, Sourcing)
Phase III (Apr 201 – Dec 2014)
§ HR/SSHR§ Benefits§ Time Entry§ Payroll§ iRecruitment§ Learning Management/iLearning
Phase II (Apr 2013 – Aug 2014)
FinancialsGo Live 07/01/13
HCMGo Live 07/01/14
Adv. ProcGo Live 11/01/14
Background – Projects § And…
• #2 – Densely populated FL County o EBS, OBIEE, Hyperion o 4 phases, 20 months, ~3,500 users
Background – Projects (Cont’d)
§ And… • #3 – Midsized Northern CA City
o EBS exclusively o 3 phases, 13 months, ~1,200 users
§ Presentation also considers other projects
Goals of This Presentation § Describe UPK best practices and lessons
learned § Help you leverage UPK for both training
and non-training activities
Training Goals § To make sure client staff can:
• Use the full functionality of the software to achieve needed business objectives
• Maintain and update training material on-going • Effectively maintain and support Oracle applications
and database environment • Maintain application configurations in the future
To Start § Adult learning: “I am always ready to learn, but I do not always like being taught.”
Sir Winston Churchill
§ Training strategy and plan – contents: • Training needs analysis • Audience identification • Training delivery methods • Training preparation and administration
Training Needs Analysis § Training questionnaire § Usage: Never (0), Occasionally (1), Daily (2)
• Beginner: 0.00 – 0.75 • Intermediate: 0.76 – 1.25 • Expert: 1.26 – 2.00
§ Goals: Establish training delivery methods & get 100% feedback § Identify active employees without access
to a computer
Audience & Delivery
Beginner
5%
Workshop
Intermediate
15%
Workshop / CBT
Expert
80%
CBT (Some Workshop)
§ Audience drives delivery methods
Audience & Delivery (Cont’d)
§ UPK supports multiple delivery methods: • Instructor-Led (Workshops) • Computer Based Training (CBT) • Quick Reference Cards (Job Aids) • Presentations • On-the-Job
Training Administration § Classroom venues and facilities § Notifications, registration and scheduling § Training material preparation and
distribution § “Training ready” classrooms and learners § Feedback and metrics collection § Scalability § Software and hardware availability
User Productivity Kit § Single, synchronized authoring session
• Multiple learning methods o See It! o Try It! o Know It? o Do It! o Print It!
• Published content • Full‐feature sound recording and editing
§ Application agnostic
User Productivity Kit (Cont’d)
UPK will record your navigation steps: • Mouse clicks • Keyboard actions
User Productivity Kit (Cont’d)
Doc
umen
tatio
n User Acceptance Test Scripts Process Guides (Non-Oracle Processes)
Trai
ning
Instructor-Led Web Based (CBT) Job Aids
Supp
ort Simulations
(CBT) Online Help Job Aids
UPK: Single content development and customization
Go Live
Training Environment § UPK folders, modules, sections and
topics in multi-user environments: • UPK Administrator to create and maintain
§ UPK standards: • Screen resolution • Initial UPK parameters • Content creation, editing and publishing standards
§ Training instance: • “Sandbox” created early on • UAT instance used for training on-going
Content Preparation § Define training
courses needed • Layout topics for each
course • Identify training data
§ Identify training objectives for a given Oracle module § Identify audience segments (role based)
Content Preparation (Cont’d)
§ Record each topic using UPK
§ Edit the training topics
UPK will record your navigation steps: • Mouse clicks • Keyboard actions
Content Delivery § Publish the training courses using UPK
§ Distribute the training material
as needed § Post content as appropriate:
• Post Training Guides as PDFs • Post CBT simulations at the
desired location
§ Provide “Training Effectiveness” sessions
Post Go Live Training § Training augmentation
• Drop-in sessions • Refresher training • Help desk tickets
Post Go Live Training (Cont’d)
§ New training • New training topics
• On-boarding training • On-going follow-up
Identify need for a new training topic
Create the topic and post to the intranet
Communicate the new topic to End Users
Maintaining Training Material § Roles
• Requestor • Functional expert • UPK expert • Trainer
§ Process
Lessons Learned § UPK usage: Can use UPK in
each project phase § UPK structure: Only by UPK Admin § UPK recording: Set screen resolution,
Record automatically § Training Guides: Post as PDFs § CBTs: Use working sessions
to fine‐tune § Know It! mode: Often not well received
Lessons Learned (Cont’d)
§ Post Go Live training: Think both augmentation and new topics § Content maintenance: Jointly by both
functional and UPK experts § Content author/editor: Consider
identifying as process owner for a given topic
Philip Shontz AST Corporation [email protected] www.astcorporation.com