206540 upk and primavera

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Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1

Transcript of 206540 upk and primavera

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1

UPK and Primavera. What can UPK do for you? Laura Lee Marsiglio Senior Business Analyst

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Program Agenda

Introductions

UPK Overview

Benefits of Using UPK with Primavera

What Primavera and UPK Offer

Recap and Q&A

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Introductions

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Getting to Know You Introductions

How many use UPK? What do you currently use UPK for? What Primavera applications are used? How do you currently develop Help/Training?

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UPK Overview

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Develop, customize, and publish online learning, documentation, and support content for all Enterprise Applications

Single-Source Platform

What is Oracle User Productivity Kit UPK Overview

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At a Glance

Easy to use and deploy Create and deploy multiple assets through a single authoring session Standardize document output Supports geographically dispersed organizations Applies across Oracle and non-Oracle applications

UPK Overview

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The Development Process

Outline Record Review Edit Publish

UPK Overview

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Outline Content

Setup users and access rights Develop library organization Create books Build hierarchies

UPK Overview

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Easily Manage Users and Access Rights

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Standard Windows Functionality and Navigation

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Automated Document Management and Control by User

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Quickly Build Outlines Through Toolbars and Menus

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Metadata and Document Properties Allow Additional Flexibility

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Keep Track of Related Documents

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Record Content

Create topics Launch targeted applications Start UPK recorder Click away

UPK Overview

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Double-Click to Start

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Automatically Record Content

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Review Content

Verify process flows Identify extra/missing frames Verify action areas Provide pier reviews

UPK Overview

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Preview Content without Publishing

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Review per Frame

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Verify Action Areas

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Edit Content

Add/delete frames and alternate paths Add custom text/explanations Adjust/add action areas Adjust frame timing

UPK Overview

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Customize Text

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Adjust Action Areas

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Add Frames and Actions

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Publish Content

Customize publishing styles Select output formats Select options

UPK Overview

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Benefits of Using UPK with Primavera

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Why Use UPK with Primavera

Reduced content development time Increased user adoption Single-sourced content Standardized outputs Centralized knowledge

Benefits of Using UPK with Primavera

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Save Time

Standard creation from scratch

UPK creation from scratch

Pre-Built & UPK to customize

Procedures (assume average complexity of 22 steps)

100 100 100

Days to create procedure w/one full-time employee (includes research, dev, QA, and editing)

2.5/day .89 .25 - .50

Total dev time in FTE-days 250 89 25 – 50

Savings 65% 80 - 86%

Benefits of Using UPK with Primavera

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70%

16%

13% 1%

Effective User Adoption

Organizational Change

Process Alignment

Software Functionality

NeoChange Survey

Achieve Success with User Adoption Benefits of Using UPK with Primavera

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Regain Control with Single-Source Content

Make updates/changes in one place Eliminate inconsistencies and time wasted by duplication Built-in document and version control

Benefits of Using UPK with Primavera

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Publish Once with Templates

Simplified publishing Publish and walk away Standard and consistent content

across outputs Deployable as a website

Benefits of Using UPK with Primavera In-app support

Presentations

Training Materials

User Testing

Process Docs

Websites

Oracle UPK

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What’s New Guides Pre-Built Content Training Courses Sales Materials

PGBU UPK Library

How Primavera Uses UPK Benefits of Using UPK with Primavera

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How UPK Benefits You

Reduce content development time On-board new employees Reduce training costs Increase user adoption Reduce support calls Facilitate upgrades and new software implementations Track performance

Benefits of Using UPK with Primavera

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What Primavera and UPK Offer

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UPK Pre-Built Content for Applications

Source content developed by the application’s documentation teams Documented best practices Used stand-alone or as a starting point for process customization Updated content through maintenance

What Primavera and UPK Offer

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Primavera Pre-Built Content

P6 Enterprise Project Portfolio Management 8.2 P6 Enterprise Project Portfolio Management Reporting 8.2 P6 Progress Reporter 8.2 Contract Management 14 Portfolio Management 9.0

What Primavera and UPK Offer

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The Breakdown What Primavera and UPK Offer

Sections Topics

P6 Enterprise Project Portfolio Management 8.2 34 172

P6 Enterprise Project Portfolio Management Reporting 8.2 7 48

P6 Progress Reporter 8.2 8 30

Contract Management 14 17 93

Portfolio Management 9.0 12 51

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P6 EPPM 8.2 What Primavera and UPK Offer

Navigating in P6 Creating a Baseline Managing Dashboards Creating Portfolios

Creating a Project Executing the Project Importing and Exporting Data Analyzing Portfolios

Creating a Work Breakdown Structure Reviewing Timesheet Data Using the Team Member Web

Application Using Portfolio Views

Adding Activities Using the Reports View Managing Resources and Roles Using Capacity Planning

Using Calendars Displaying Project Data Assigning Resources and Roles Administering P6

Creating Relationships Managing Risks Using High-Level Resource Planning

Creating Users and Setting Security

Scheduling Managing Issues Analyzing Resource Usage Using Default Settings and Preferences

Assigning Constraints Managing Documents Filling Unstaffed Assignments Defining Publication Periods

Optimizing the Project Using the Project Workspace

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P6 EPPM Reporting 8.2 What Primavera and UPK Offer

Navigating and Working with Reports in BI Publisher

Working with Reports in P6

Working with Data Models

Using BI Publisher Desktop and Excel Analyzer

Using Layout Editor

Working with P6 Sample Reports

Using BI Publisher with P6 Analytics

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P6 Progress Reporter 8.2 What Primavera and UPK Offer

Opening a Timesheet

Adding Activities to the Timesheet

Viewing Activity Details

Updating Activities

Communicating With the Project Manager

Submitting a Timesheet

Resubmitting a Timesheet

Displaying the Activities View

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Contract Management 14 What Primavera and UPK Offer

Introduction to Contract Management Awarding Procurement Items

Creating a Company Directory Managing Contracts, Purchase Orders, and Trends

Creating a Project Using Change Management

Working with Drawings Managing Payment Requisitions

Communicating Project Information Using the Approval Process

Logging and Tracking Submittals Customizing Layouts

Documenting Project Issues Using the Safety Module

Recording Project Communications Connecting to a P6 Schedule

Managing Project Costs

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Portfolio Management 9.0 What Primavera and UPK Offer

Overview and Navigation Using Workflows

Using Processes Creating Processes

Using Forms Creating Scorecards

Using Scorecards Creating Portfolios

Using Investor Maps Creating Investor Maps

Using Workbooks Using Dashboards

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Other Oracle Pre-Built Content Packs

JD Edwards EnterpriseOne and World E-Business Suite PeopleSoft Siebel Fusion Agile

What Primavera and UPK Offer

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Select UPK Sort by Description

E-Delivery

Where to Get It What Primavera and UPK Offer

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What’s Coming

Enable application support and provide pre-built content for: – Unifier – Enterprise Track

Content updates with new releases – Pre-built content updates targeted within 90 days of GA – What’s new is now posted on OTN

What Primavera and UPK Offer

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Recap and Q&A

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The Basics

Easy to use and deploy Create and deploy multiple assets through single authoring session Standardize document output Supports geographically dispersed organizations Applies across Oracle & non-Oracle applications

Recap and Q&A

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The Benefits

Reduced content development time Increased user adoption Single-sourced content Standardized outputs Centralized knowledge Track performance

Recap and Q&A

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The Contents

P6 EPPM 8.2 P6 EPPM Reporting 8.2 P6 Progress Reporter 8.2 Contract Management 14 Portfolio Management 9.0 Unifier *Coming Soon* Enterprise Track *Coming Soon*

Recap and Q&A

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The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

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