Quest 2016 Annual Report
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Transcript of Quest 2016 Annual Report
QUEST INTERNATIONAL
USERS GROUP 2016 ANNUAL REPORT
In 2016, Quest ends a significant chapter in our history. This year marks the final year of the Quest 2016 initiative, an initiative which aims to double the amount of engaged customers within Quest by 2016. An exciting fact I get to report to you is that we came close to completing this goal in 2015!
While there is certainly a temptation to cruise to the end, we know there are still people who have yet to engage as fully in our community as they could. Economic headwinds and
increased competition have caused our virtual to face-to-face engagement conversion to slow, but we are still committed to growing the community with just as much effort as ever before.
Our desire for the community to continue to grow is not just for the sake of Quest. As I have said many times, being a part of a user group exponentially increases a customer’s satisfaction with his or her ERP. As our customers get more engaged, we advocate for them, making the Oracle product line better in response. This, in turn, creates a better experience for the customer. That means the more engaged one is with Quest, the greater the ROI of the Oracle product, especially when user group activities are fully utilized.
Further, the more people are engaged in the community, the more information becomes available to users across industries, the more networking opportunities present themselves and increase in value, and the more influential the community becomes in shaping the direction of Oracle products.
With a larger, more vibrant community, members also receive increased support from Oracle and business partners. For them, a more engaged, invested community means retained customers and increased development of the products. For everyone, a more engaged, vibrant community means enhanced services from Quest, as our objective is to generate a dividend in the form of improved services to our members.
Last year, we focused much of our efforts on increasing engagement within the community. What I want to stress this year, however, is not just how you can get more engaged, but what Quest provides those who are already. In this report, you will find not only what Quest has provided the community this past year, but what some of our key initiatives are for the rest of 2016. I encourage you to explore the new website when it goes live later this year, as well as take advantage of the advocacy afforded by our relationship with Oracle and the establishment of our advisory groups. We are excited about the new opportunities we plan to provide you this year!
To find out what the Quest community has to offer your company, including these newer initiatives, contact the Quest Customer Engagement Team for a personalized needs analysis and Quest Activation Plan. They will show you how to get the most out of the resources available in order for you to make the best use of your products.
Thank you for another great year. I look forward to hearing from you about how we can continue to serve you!
David LyleChairman of the Board
2015-2016 BOARD OF DIRECTORS
CHAIRMAN OF THE BOARDDavid Lyle, Carolina Biological Supply
VICE CHAIRWOMAN OF THE BOARDWendy Plante, NYU Langone Medical Center
OFFICERS AT-LARGEScott Keener, W.L. Gore & Associates, Inc.
Art McCann, Highwoods Properties, Inc.
Kevin Touchette, Washington Corporations
James Watson, Energy Alloys, LLC
DIRECTORS
Paul Brand, Wells Fargo Bank, NA
Jim Doolittle, Turner Industries Group
Scott Fameree, Integrys Energy Group, Inc.
Kathy Kultys, Chubb & Son
Carole Owens, Adventist Health System
Rebecca Vilsack, University of Central Florida
Jonathan Vaughn, Chief Executive Officer
THIS YEAR WOULDN’T BE POSSIBLE WITHOUT THE FOLLOWING GROUPS. THANK YOU FOR SERVING THE QUEST COMMUNITY:
Quest Ambassadors
Quest User Group Leaders
Quest Vendor Partners
Quest Distinguished Service Award Winners
Quest Employees
A LETTER FROM THE CHAIRMAN
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Quest is an organization that exists to help Oracle customers fulfill their missions. We do this through facilitating the exchange of knowledge in an effort to help everyone get the most out of Oracle-related investments. Simply put: if your organization uses Oracle products to achieve its goals, we can and want to help you.
Oracle customers are on a journey that is very challenging to navigate. There is a vast amount of information coming at you from multiple directions with varying levels of bias and usefulness. You are not alone. We are on this journey together.
Quest, as the intersection of people and information, provides the environments to facilitate a clear and fruitful exchange of knowledge, but customers must engage and share in that exchange in order for each Oracle customer to gain the greatest benefit. It is only through engagement that customers can provide unfiltered, unbiased information on what is actually happening in their Oracle environments.
As David mentioned in the Chairman’s letter, we are making great progress towards the long-term engagement goals we established several years ago. Because we are a not-for-profit organization, our annual report is more focused on engagement results, program improvements and new program expansion. It is not to say we are unconcerned with the organization’s fiscal soundness, actually quite the contrary, but the dividends the organization pays to our members come in the form of improved and new programs. Therefore, to follow is a report on community engagement and programs we delivered in 2015 as well as an outlook for 2016.
A NOTE FROM THE CEO
We are measuring the engagement of our community based on four main tenets:
• Event attendance
• Online learning registrations
• Active SIG membership/participation
• Individual, Corporate and Enterprise Membership
Measuring success through community engagement
CONTENTSOVERVIEW OF 20154 Events6 Online Learning and Special
Interest Groups7 Membership8 Advocacy
WHAT IS NEW FOR 20169 New Initiatives for 201610 Report Summary and
Upcoming Events
3
Overview of 2015
INDUSTRY INDUSTRY
TITLE TITLE
Utilities 14.1%Other
20.6%
Automotive 3.8%
Wholesale Distribution 4.4%
Professional Services 6.0%
Retail 6.5%
Healthcare 7.1%
Education and Research 8.2%
Public Sector 8.7%
Financial Services 9.2%
Insurance 11.4%
Executive, Director, Manager 40.2%
Analyst 22.3%
Accountant 8.3%
Specialist 4.5%
Developer 4.2%
Other 20.5%
Other 24.4%
Industrial Manufacturing 11.8%
Engineering and Construction 11.0%
Retail 3.1%
Natural Resources 3.4%
Oil and Gas 3.7%
Life Sciences
4.6%
Real Estate 5.6%Wholesale Distribution 6.2%
Public Sector 7.6%
Consumer Goods 9.0%
Manufacturing Supply Chain 9.6%
Executive, Director, Manager 48.9%
Analyst 22.8%
Other 17.5%
CNC 3.4%
Specialist 3.4%
Accountant 4.0%
ATTENDEE BREAKDOWN ATTENDEE BREAKDOWN
PeopleSoft Customers
QUEST FORUM KEY FACTS with (2014) comparison
Attendees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2,424 (2,407)New attendees . . . . . . . . . . . . . . . . . . . . . . . . . . 44.3% (43.6%)SIG Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 (35)Total JD Edwards Sessions . . . . . . . . . . . . . . . . . . . . . 283 (269)Total PeopleSoft Sessions . . . . . . . . . . . . . . . . . . . . . . 192 (161)Attendee Satisfaction Rating (5-point scale) . . . . . . . . 4.3 (4.3)
251 exhibiting companies were present serving all COLLABORATE attendees.
JD Edwards Customers
4
2015 KEY FACTS with (2014) comparison
Total Customers . . . . . . . . . . . . . . . . . . . . . . . . . . 398 (357)
New Attendees. . . . . . . . . . . . . . . . . . . . . . 49.3% (50.5%)
Total Education Sessions . . . . . . . . . . . . . . . . . . . 188 (152)
SIG Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 (12)
Attendee Satisfaction Rating (5-point scale) . . . . 4.2 (4.2)
2015 KEY FACTS with (2014) comparison
Total Customers . . . . . . . . . . . . . . . . . . . . . . . . . . 513 (386)
New Attendees. . . . . . . . . . . . . . . . . . . . . . .43.6% (40.7%)
Total Education Sessions . . . . . . . . . . . . . . . . . . . 290 (214)
SIG Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16 (8)
Attendee Satisfaction Rating (5-point scale) . . . . 4.1 (4.2)
INDUSTRY INDUSTRY
TITLE TITLE
Professional Services 3.2%
Other 25.3%
Financial Services 15.2%
Insurance 11.7%
Utilities 10.0%
Healthcare 9.8%
Public Sector 9.1%
Education and Research
8.1%
Retail 3.9%
Consumer Goods 3.7%
Developer 3.7%
Executive, Director, Manager 40.0%
Other 12.7%
Analyst 29.0%
Accountant 6.8%
Specialist 4.9%
Consultant 2.9%
Wholesale Distribution 3.8%
Other 27.4%
Real Estate 14.0%
Public Sector 11.1%
Manufacturing Supply Chain 9.6%
Industrial Manufacturing 9.6%
Engineering and Construction 9.2%
Consumer Goods
6.1%
Life Sciences 5.0%
Oil and Gas
4.2%
Controller 5.6%
Other 17%
Executive, Director, Manager 38.7%
Analyst 24.8%
Accountant 6.5%
Developer 3.7%
Specialist 3.7%
ATTENDEE BREAKDOWN ATTENDEE BREAKDOWN
PeopleSoft Customers JD Edwards Customers
5
Overview of 2015
ONLINE LEARNING
Quest Online Learning SeriesIn an effort to make content accessible to members who are unable to attend a conference, we continue to invest in our online program offerings. Quest’s Online Learning Series serve as a vital tool connecting the community to relevant content from other users. Further, our recorded content (live sessions that are recorded for on-demand viewing) continues to grow in popularity. This is an area where we have seen a substantial increase in customer participation, especially for the PeopleSoft community.
4,843 people attended an Online Learning Series session in 2015.
Recorded content was viewed 2,977 times.
Oracle Online RoadmapsThroughout the year, Oracle hosts online public townhalls to address announcements made at events and showcase the product roadmap. In 2015, we hosted:
JD Edwards Roadmap: Applications and Tools
PeopleSoft of Today and Tomorrow – Intuitive, Powerful and Easy
JD Edwards World Roadmap A9.4 Enhancement Overview
PeopleSoft Townhall: Everything You Wanted to Know about PeopleSoft but Were Afraid to Ask
Oracle HCM Cloud Strategy, Vision and Roadmap
Special Interest Groups (SIGs)Quest’s special interest, product, or industry groups provide an effective forum for linking with peers and consuming education around focused areas of interest. Research shows that the more focused a user group is, the faster it grows. We have found this to be very true as we have seen our Special Interest Group (SIG) participation more than double since we implemented the Quest 2016 initiative.
Quest now has over 7,300 active SIG Members.
SIG Experience WeekGiven the popularity of SIGs and online learning as a platform, we created a new program in 2015 to expand on this success and, as a result, SIG Experience Week (SXW) was born. SXW delivered new educational sessions focused on topics of interest to the SIGs and introduced hundreds of customers to SIGs themselves, all within a model that is cost-effective for the customer. This new program was such a success that we will host it again in 2016. Mark your calendar to join us for SXW2016 on October 18-20 of this year.
2015 KEY FACTS
Customer Attendees. . . . . . . . . . . . . . . . . 685
Total Education Sessions. . . . . . . . . . . . . . . 44
Attendee Satisfaction Rating (5-point scale) . 4.1
6
Overview of 2015
MEMBERSHIP
“JD Edwards customers are more successful when they are
fully engaged with Quest.” – Lyle Ekdahl, Senior Vice President,
Oracle JD Edwards
Customer Engagement TeamOur dedicated Customer Engagement Team focuses on helping members discover how to fully utilize the many resources we offer. Studies have shown that members who fully engage in Quest’s offerings are four times more successful in implementing and maintaining their ERP.
6,000+ paid members, an increase of more than 500 in 2015
1,000+ paid customer companies, an increase of more than 150 in 2015
Quest Activation Plans (QAPs)The Customer Engagement Team walks PeopleSoft and JD Edwards users through a Quest Activation Plan, a free service customized to your company and intended to provide immediate next steps and long-term plans to get the most out of Quest.
In 2015, 130 companies took part in a QAP. While we are excited that this initiative has started well, we know there is more opportunity to deliver value through personalized QAPs in 2016.
If you would like to request a free QAP, please email Seth (JD Edwards; [email protected]) or Kerri (PeopleSoft; [email protected]) to set up an appointment.
Increasing the Value of Membership in 2015We pride ourselves on the value we provide our members. This is why we strive to increase our offerings available to the community every year. Here are some highlights of how we did so in 2015:
• Established product-specific teams of staff to offer focused attention to the needs of respective JD Edwards and PeopleSoft customers
• Formalized the QAP process to allow more companies to harness the potential of Quest membership
• Added over 600 content recordings that can be accessed by members
Benefits of Membership(All resources available to paid members)
• Unrestricted access to Online Learning:
Recorded conference sessions
Online Learning Series
File Library
OnDemand Library
• Significant discounts on Quest event registrations
COLLABORATE
PeopleSoft RECONNECT
JD Edwards INFOCUS
• Access to Special Interest Groups and Enhancement Request Tools
• Strategic Content Packages
• Forums and Blogs
• Q&A Magazine
• E-newsletters
• Solution and Service Provider Directory
“The Quest International Users Group plays an important role in the PeopleSoft ecosystem
by facilitating the collaboration and exchange of information
between our customers.” – Paco Aubrejuan, Senior Vice President,
Oracle PeopleSoft
7
Overview of 2015
ADVOCACY
Our Relationship with OracleThe greatest value comes when customers, Quest and Oracle partner together on behalf of the overall user community. To that end, Quest:
• Collaborates with Oracle to ensure customers know the latest information about their products
• Identifies and empowers Oracle customers and companies that have best practices to share with the community
• Advocates for customers by collecting and reporting meaningful product feedback to Oracle
• Provides a network of support for special user groups to help customers connect with and learn from Oracle representatives
Our relationship with Oracle’s JD Edwards and PeopleSoft product divisions has never been stronger. Our partnership with the divisions has spawned several new initiatives to better serve our shared constituencies. Perhaps one of the best examples of this increased partnership was the creation and launch of Quest’s advisory framework.
Quest’s Advisory FrameworkComprised of key members of the Quest community, as well as representatives from Oracle, the advisory framework is designed to:
• Guide Quest’s efforts to deliver exceptional education and content across all media to the JD Edwards and PeopleSoft communities
• Provide strategic, concentrated feedback to Oracle regarding the PeopleSoft and JD Edwards ecosystems and key modules and industries
• Identify community-wide issues that need to be addressed to make the community stronger and better prepared
• Better focus and connect the customer community at-large through collaboration
The advisory framework immediately delivered results by providing guidance to Quest around several key issues that crossed both customer communities as well as issues that were specific to the JD Edwards and PeopleSoft communities respectively. This feedback was factored into our content offerings and direction for 2016.
2015 SummaryAs you can see from the engagement results, our participation levels have continued to grow. Over the course of the 2016 initiative, we have seen significant growth in the number of customers engaged with Special Interest Groups and online learning. Membership and event attendance at RECONNECT and INFOCUS have continued to grow as well. COLLABORATE was negatively impacted by economic headwinds in the Oil & Gas industry, the Industrial Manufacturing industry, and increased competition, but our relationship with Oracle has helped us better advocate for our community and our advisory groups have helped us refine our content strategy and delivery to better serve our customers.
8
Overview of 2015
Revised Content StrategyIn response to the customer needs identified by our advisory groups, we are working with the community to develop appropriate content-oriented solutions. In an effort to deliver the ‘best content’ our members can find and to provide information for the specific needs of the community, we are working to become even more proactive with the recruitment of content instead of relying solely on the more passive call for presentations process.
The first of two key changes to facilitate the content strategy transition was the hiring of Charlie Knapp, a long-time Oracle employee with a keen understanding of the JD Edwards and PeopleSoft communities. We also added a content position to enable our content team members to focus on and specialize in one product.
NEW INITIATIVES FOR 2016
Website UpdateResulting from feedback gathered from our community members through two comprehensive website usability studies, we have selected a new website partner and have begun a site redesign. Our new website will go live in July 2016, giving customers quicker
and easier access to their networks within the Quest community and the content we provide. The goals of the new site design are to:
• Update the look and feel of the website while improving navigation
• De-mystify Quest’s offerings and introduce real content as early as possible
• Make it simple for the viewer to explore the site’s content, while making the benefits of membership immediately apparent
Expanded Joint Offerings with Oracle JD Edwards and Oracle PeopleSoftThe partnership with the product divisions has led to new offerings for the 2016 year. Since JD Edwards has released 9.2, Quest is hosting the registration and promotions of JD Edwards Upgrade Workshops. Our hope is to facilitate learning about the new product so that customers can determine if moving to 9.2 is the right move for them.
PeopleSoft held its first PeopleSoft Partner Summit in December of 2015 with the intent of keeping the partner community more informed and educated on PeopleSoft. The event succeeded so well, we have partnered with the PeopleSoft division in 2016 to create virtual information and educational sessions for the PeopleSoft Partner Community.
We are also partnering with the PeopleSoft division in 2016 to produce a new PeopleSoft Executive Forum at COLLABORATE this year. This new program is designed to help decision-makers be more informed about executive-level topics around their PeopleSoft environment.
A snapshot of some early website development
WHAT IS NEW FOR 2016
9
REPORT SUMMARYI am excited about the growth Quest has experienced in 2015, and am confident our new initiatives will continue to benefit our communities for a long time. While converting customers to the highest levels of engagement—event attendance—has been hampered by economic conditions, our position is one of strength and maneuverability. This means service to our customers remains strong and we
are able to implement feedback from our advisory groups quickly and effectively. Because of the strength of our relationship with Oracle, we are also well positioned to advocate on our members’ behalf at a time in which our members may need it the most.
2016 is shaping up to be another solid year for Quest, and I hope you have seen throughout this report the benefits of being fully engaged with us. Our ability to serve the community increases with each new step you take towards deeper engagement. And remember, you are not alone in this journey. If you have any questions about how you can benefit from our offerings or share your knowledge with the community, please contact our Customer Engagement Team ([email protected]). They will be happy to develop a personalized plan for you and your company.
Sincerely,
Jonathan VaughnChief Executive Officer
UPCOMING EVENTS
The PeopleSoft deep-dive event
July 19-21, 2016
Hyatt Regency O’Hare Rosemont, IL
The JD Edwards deep-dive event
August 8-10, 2016
Sheraton Downtown Denver Denver, CO
The JD Edwards deep-dive event for Australia/New Zealand users
October 20-21, 2016
Melbourne, Australia
The best SIGs have to offer
October 18-20, 2016
Virtual Event
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