Strategy & Planning Project 2017 · Strategy & Planning Project 2017 ... • Oracle Product vs...

Strategy & Planning Project 2017

Fiona Martin, Member Advocate Chair & Board Director

Karen McCormack, Head of Operations & Events

UKOUG is a membership organisation

Serving the Oracle Community

Strategy 2017

UKOUG BOARDCan operations deliver?

Can we produce a budget to deliver?

MEMBERS UKOUG OPERATION

Project REVIEW

Project PROPOSE

Board APPROVE

Operations BUDGET

Board APPROVE

Operations DELIVER

STRATEGY PROJECTWhat members want

What are the right products & services?

How do we remain relevant?How to we continue to innovate?

10/13/2017

Strategy & Planning 2017: Another step forward

Strategy 2017

Sales Strategy

2017 SIG Planning Elected SIG Committees

2017 Strategy Output Version 1

Elected SIG Committees

UKOUG Board

Project Teams

Volunteer Strategy Project Team

REVIEW

2017 Strategy & Planning led by

Member Advocate Chair

2017 Strategy Output Final

2016 Post Event Review Quality

Gates & Business Cases

Review of 2016 Strategy

implementation

External consultant (Karen Jones)

Report

10/13/2017

Original Project Timeline

Strategy 2017

• July 2016: Input from post event review process for events 2016 (where possible)

• July 2016: SIG planning completed by all communities• July 2016: Representative Strategy project volunteer team established• August 2016: One Day Strategy Workshop attended by Strategy Project

team, Member Advocates, Management Team• 31st August - Draft produced by core team as discussion document• September 2016: Review, feedback and update loop involving

• Strategy project volunteer team• SIG Committees• UKOUG Management team• UKOUG Board

• September 2016: Final version agreed & published to members• October 2016: Operational plan and budget produced• Quarterly review process

10/13/2017

What does this project cover?

Strategy 2017

• 2017 Strategy Themes

• UKOUG Processes

• Alignment to Oracle

• Product Lifecycle Update• Includes transition to Cloud

• Role of User Groups as our members transition to Oracle cloud Membership

• UKOUG Products & Services

• Wider Oracle Community

• Volunteers

• Oracle Scene

• Website

• Social Media

• UKOUG Communications

10/13/2017

• Anthony Macey

• Carl Dudley

• Catriona Harrison

• Darren Jones

• Debra Lilley

• James Jeynes

• Jeremy Duggan

• Julie Stringfellow

• Karen McCormack

• Karen Smith

Strategy Project Team 2017

Strategy 2017

• Kerry Stuart

• Linda Barker

• Martin Jenkinson

• Martin Widlake

• Michele Bryant

• Paul Fitton

• Simon Haslam

• Steve Davis

• Stuart Entwistle

• Toby Price

10/13/2017

Strategy Workshop August 2016

Summary Output

Strategy Workshop August 2017 Agenda

Strategy 2017

• UKOUG Strategy alignment to Oracle (Source: KJ)

• Oracle Product vs Function for our Products & Services (Source: KJ)

• Event Strategy (Source: UKOUG Strategy)

• Online vs Face to Face content (Source: KJ)

• Cloud (Source: UKOUG Strategy)

• Role of User Groups for Cloud customers

• Transitioning existing Products & Services

• Volunteers (Source: UKOUG Strategy)

• Independent Partners (Source: Member Business Case)

10/13/2017

Strategy Project Team 2017

Strategy 2017

Name Main area represented

Steve Davis EBS

Paul Fitton EBS

Carl Dudley Tech

Stuart Entwistle Apps

Catriona Harrison Hyperion

Martin Widlake Tech

Simon Haslam Middleware

Julie Stringfellow Cloud

Fiona Martin Member Advocate Chair

Linda Barker President

Kerry Stuart UKOUG

Karen Smith UKOUG

Darren Jones UKOUG

Karen McCormack UKOUG

10/13/2017

Summary of Strategy Workshop Output (1)

Strategy 2017

Alignment to Oracle

• UKOUG needs to BALANCE our Independence and our alignment to Oracle Strategy

• Groups generally felt we should not move any closer to Oracle than we are currently

Product vs. Function

• UKOUG needs to do both & this varies by community/product / area

• This can be about the same offering with different messaging to target / broaden appeal

Cloud

• The need for Apps Cloud content is now

• We need to consider the needs of Oracle Cloud customers to define relevant products and services

• Cloud may appeal more to an online offering

• Networking is still needed for Cloud customers

• We need to consider our influence role in Cloud world

• Our Tech community will change and likely decrease

• We need a strategy for legacy products

10/13/2017

Summary of Strategy Workshop Output (2)

Strategy 2017

Membership

• Some good ideas to feed into membership model review process including

• Repeated preference for Pick & Mix not Pay as You Go

• Differing needs for corporate vs individual

• Personal Membership plus conference

• The importance of the link between membership & content

• The need to evaluate impact of cloud on membership model

Event Strategy

• More ideas for what we should do and what we should evolve than what we should stop doing!

• Some ideas need breaking down and raising with relevant committees/communities / incorporating into existing offerings e.g. Buddy System for Conference / Theming of SIGS

• Other ideas considering as part of Strategy for 2017 and beyond e.g. Vertical markets, Online

UKOUG Volunteering

• Some ideas to be fed into volunteers’ project for action

10/13/2017

Initial Thoughts feeding into Strategy

Strategy 2017

Overall• Many of the items dealt with in previous strategy around Product & Services are now dealt with BAU • Oracle Influence needs to underpin everything – will be addressed within each area rather than pulling

out as a themeThemes• Continue with Relevance, Innovation and Continuous Improvement (CI)• Introduce new theme Independence Market• New section to be introduced to allow us to consider the move to Cloud and the evolution required (incl.

new formats e.g. online)Process (CI)• Improvements needed to Project Brief, Post Event review & Business Case• Need to look at new processes / changing model for Oracle Scene and SIG messaging• Need to establish overall calendar and timeline 2017 Products & Services• Some evolution needed e.g. JDE & Apps, Tech SIGS, Oracle Scene, Event innovation managed through

existing processes• Introduce UKOUG MeetupsCommunications (CI)• Consider Community Advocates• CI plus focus on Website & Library

10/13/2017

Strategy 2017

Fiona Martin, Member Advocate Chair & Board Director

Karen McCormack, Head of Operations & Events

Version Control

Strategy 2017

Version Date Editor Comments

0.1 Feb Fiona Martin First draft

0.2 Mar Fiona Martin Updated following Board meeting

1.0 April Fiona Martin & Karen McCormack

Updated following input from strategy project team

10/13/2017

Executive Summary

Strategy 2017

• 2017 is a critical year for UKOUG• UKOUG along with the market in which we operate are at a

tipping point• This Strategy project is a step change from all previous years

with more focus on external factors and need to change. Previously we have successfully worked on evolving our existing products and services (tidying the business)

• We now need to prioritise all our efforts on • Protecting our existing membership• Growing our membership against our existing products and

services (where possible) • Growing our membership for relevant new Oracle Cloud

communities • This will take the right

• Volunteers• UKOUG team including Board• Support from Oracle • Passion & Commitment

• All of which we have! • We must focus on effective execution of all projects and items

documented here in 2017 and not get distracted

10/13/2017

Evolution of the market in which we operate

Strategy 2017 10/13/2017

Market Landscape 2005

Simple Tech or EBS1:1 Relationship

Strategy 2017 10/13/2017

Market Landscape 2006 ->

Oracle start acquiring companies at rate of one a month, starting with PeopleSoft & JDE – UKOUG try and accommodate the bigger communities

Strategy 2017 10/13/2017


Global Economic Slump – no money, no days out of office, no projects

Strategy 2017 10/13/2017


Consolidation – partner landscape including Oracle internal organisation

Strategy 2017 10/13/2017


Digital Disruption –marketing budgets now need to cover social etc; competition from online content; changing roles

Strategy 2017 10/13/2017


Oracle launch of Fusion - Lots of interest especially from partners – but no-one actually doing it

Strategy 2017 10/13/2017


Fusion = Cloud – weird SI behavior as disrupts their business models; UKOUG not reaching all the right people; Oracle no longer selling on premise

Strategy 2017 10/13/2017


Cloud – confusing members many lag Oracle message, we are not reaching new customers, SI partners now wanting to move, other partners not

Strategy 2017 10/13/2017

Market Landscape TODAY 2017

All these impacts are still here –need to be relevant to the right people at the right cost!

Complex mulit-product multi-content need from Members

Strategy 2017 10/13/2017

Membership – Total Addressable Oracle Market

2005 TODAY

Oracle market grown through acquisitions, new technology and Cloud

Strategy 2017 10/13/2017

Membership – Actual UKOUG

2005 TODAY

UKOUG grew initially with big Oracle acquisitions; started to contract and now in decline

UKOUG Membership

Strategy 2017 10/13/2017

We are not alone!

Strategy 2017

• Other user group leaders are seeing the same or similar challenges around the role of user groups as Oracle market evolves

• Important that we remain connected to EOUC/IOUC/others to learn from them

The typical Oracle user group member is either a DBA running medium-sized Oracle databases on-premise or a developer writing PL/SQL code. We are ordinary people doing ordinary things. The user groups can’t offer anything but commiseration to people running leading-edge Oracle technology, the Java developers join the Java user groups, and people running open source shun the Oracle world completely.

Sten Vesterli : President DOUG

10/13/2017

10/13/2017

UKOUG Products & Stakeholders 2016

Apps16 JDE16 Tech16

Scotland EPM Systems PSFT PYAIreland LME

SIG SIG SIG WEB SIG SIG SIG SIG WEB SIG SIG

Relevance InnovationContinued

ImprovementVolu

nte

ers

MEMBERS

Apps16 JDE16 Tech16

EPM Systems PSFT PYA

Apps16 JDE16

ScotlandIreland LME

Tech16

EPM Systems PSFT PYA

Apps16 JDE16

SIG SIG

Strategy 2017

Theme from Strategy 2016: RelevanceCONTINUED FOR 2017

10/13/2017

Introduced as a Theme in 2016 due to regular feedback that UKOUG is “not relevant”. It can be about a SIG – it can be about our events and conferences – it can be related to communities – or to a members journey with Oracle products.

This impacts our ability to engage all Oracle customers and move UKOUG forwards for the benefit of all.

It is critical that we ensure we are relevant both to our current member landscape and the entire Oracle market in which we operate but it has to be considered at a Product and Service level.

In 2016 our project processes and quality gates have allowed us to improve our relevance but in an ever changing Oracle world there is continued need to do more to do at all levels.

Some of the perceived feedback can be due to how we communicate. To overcome this we need to continue to ensure that the subject matter experts – our volunteers - are enabled through our processes to work with the relevant UKOUG marketing team.

Recommendation Strategy 2017We extend our project processes to SIG planning with agenda quality gate for Amber SIGs & Oracle Scene.

Strategy 2017

Theme from 2016 Strategy: InnovationCONTINUED FOR 2017

10/13/2017

To ensure that we remain a leading User Group is important that we continue to innovate and do not just repeat each year what worked well last year. Without innovation we will face challenges in our future.

At every level – SIG, Event and Conference it is important that we • take a step back • review what worked and bring forward • review what could have been better • challenge ourselves to think differently through the lens of members

and prospective members• take this thinking into our next event

This approach is critical not just as part of our Annual Strategy project but for each and every committee and project team. Examples• Is the same number of SIGs, at the same time of year, with the same format the

right answer for your community? Could we innovate and bring in a different format like afternoon into evening rather than full day, include webcasts for appropriate content?

• Should we consider a Webex format as part of a community SIG calendar?• Should we co-locate to improve our offering e.g. Northern Technology Day

Recommendation Strategy 2017: It is key that our PM’s work with our volunteers and through ongoing improvements to our planning processes support this

Strategy 2017

Theme from 2016 Strategy: Continuous ImprovementCONTINUED FOR 2017

10/13/2017

2013 Resolution for Change brought in

• a smaller elected governing body

• supported by an Elected Appointments Group

• more input and accountability for our elected SIG committees

• project teams to put together our one day events and Conference

Through 2014 & 2015 UKOUG Member Advocates have worked with UKOUG Management Team to

• Ensure integrated project plans across Events, Sales, Marketing and Membership

• Introduce Business Case to consider each additional investment we make above core member benefits

• Introduced Project Brief to define what we are doing and ensuring we can effectively deliver

In January 2015 we looked to add RASCI to our planning processes to ensure that it was always clear where responsibility and accountability lay in our decision making

In 2016 fitting with the themes for this strategy of Relevance and Innovation we will look to introduce quality gates into out planning

We will also look to include different sizes of plans based on complexity of deliverable and timeline required

We will also introduce a new initial stage for new proposals – feasibility

2017 process update to include Quality Gates on Amber / Red SIG agendas, Improvements to ensure continuous project times lines not deadline driven. More focus on Post Event review including KPI success and project kick offs ensuring full event definition including KPIs. More focus on improving marketing outputs

RASCI - Responsible, Accountable, Supporting, Consulting, Informed

Strategy 2017

Theme for 2017: InfluenceNEW FOR 2017

10/13/2017

• Highlighted by Strategy Workshop Oracle customers become UKOUG members to have a voice and influence with Oracle

• It is a key differentiator for UKOUG vs. partner events • Our influence with Oracle varies by community / product / service • SIGs have traditionally worked with their liaison on Oracle influence • Board has worked with Oracle UK Executive sponsor – however is this enough given

the complexity of the Relationship map (link to)• The role of User Groups within Oracle Customer Advisory Boards is not clear

Strategy 2017

Theme for 2017: IndependenceNEW FOR 2017

10/13/2017

• Raised by Karen Jones report which suggested closer alignment to Oracle • Discussed at Strategy Workshop• Being independent from Oracle is a key part of our differentiation and value proposition• This is often lost in our messaging • UKOUG recognises that Oracle is a key stakeholder• We needs to BALANCE our Independence and our alignment to Oracle Strategy• We need to help members and prospective members to understand “Oracle tell you Why -

UKOUG tell you how”

Strategy 2017

Strategy Recommendation 2017

10/13/2017 Strategy 2017

Recommendation Strategy 2017Having considered all aspects of market in which we operate plus relevance, innovation, continuous improvement, influence and independence, Strategy recommends a full review of UKOUG mission and how it translates into what we deliver.Actions needed: (Owner MAC)• Establish Member & operational project to review UKOUG Mission Statement and how

it translates into what it delivers • It should consider all UKOUG themes considered in this document• Terms of reference for the project need to include:

• Our mission with respect to our members • How we continue to achieve Oracle influence – including RACI to ensure

ownership • Establish a plan to improve the voice we have in the UK Oracle marketplace at all

levels • Organisation – UKOUG and what we stand for • President – Senior voice of our members as Oracle customers – key influencer• Community – how can the office give our community leads a voice

UKOUG Initiatives: What did we say in Strategy 2016? Let’s remind ourselves!

10/13/2017

In 2015 we defined initiatives as products and services which affect multiple communities which could not be addressed through our existing planning processes and defined 3 Initiatives for 2015

• Applications Innovation• Next Generation • Women in IT

Our initiatives allow us to extend our reach and have brought additional funding from Oracle. They ensure as an organisation we are addressing our corporate social responsibility and Industry challenges and issues which is valued by broader market.

Having reviewed these initiatives the 2016 Strategy recommendation is that we combine Women in IT and Next Generation in a single initiative called Professional Development (working title to be reviewed by marketing – we know it doesn’t work for everyone!). There are a number of similarities with the ways we are working across both these groups to develop them

• Sharing User profiles • Enabling mentoring • Combining them will bring additional values to both them and the wider UKOUG

community

Feedback: UKOUG volunteers whilst recognising the value of our combined WIT/Next gen initiative want us to ensure that we focus on our core member products and services as our primary priority. This will be reflected in the 2016 calendar combined with a light touch balanced professional development initiative

Strategy 2017

UKOUG Initiatives 2016 Status

10/13/2017

Did deliver a very light touch in 2016 as per member prioritiesNever fully implemented the 2016 Strategy recommendation

FACT: Women in IT and Next Generation remain key issues for our industry, our members and Oracle

Strategy 2017 recommendation:• Continue with light touch in 2017 • Build from WIT conference breakfast with Oracle

Scene article, PR etc.

Owner, MAC & ED, plan required

Strategy 2017

Process Review 2016

10/13/2017

2016 ”Call for Committees” did provide good mix of experience and new ideas on most committees

Project Brief process needs to ensure we are effectively helping our volunteers define a successful event

Quality Gate process did provide some improvements but there is more work to do to get fully working and that we have consistency across projects

Some improvements in Post Event Review process but need to ensure we accurately portray the actual event picture & KPI achievement to feed into full project lifecycle

On a small numbers of occasions decisions are taken without full committee input Quality Gates are seen as hurdle to overcome not adding value to our products and

services We are too driven by deadline vs. quality KPIs need to be SMART, measured and a key part of how we review our success

Strategy 2017

Process Improvements Recommendation 2017

10/13/2017

Timelines need to be implemented so that we are not deadline driven - with clear overall timeline

across everything

Project Lead role RACI required to ensure better leadership of projects in conjunction with

Project Manager

Board sponsor RACI required to ensure effective interaction with operations and volunteers

Project Kick-Off to be given more focus – to better educate and enable committee expectation

and ensure better discussion leading to more complete Project Brief including KPIs

Define in Project Brief what quorate is for decision making for the committee/project team

All materials going to Quality Gate need to be signed off by Management Team

To improve consistency Quality Gates to be reviewed by all MA. Guidance to be reviewed to

ensure consistency

Post Event Review process to be give more focus, ensure evidence based and includes KPI

achievement to accurately reflect event picture to enable better planning for future events

All basecamps to be reviewed to ensure access in line with RACI

Strategy 2017

10/13/2017 Strategy 2017

What is output? • Fully costed• Resource plan including

size of project• Defined objectives

Feasibility

Who inputs?• Author – anyone in

community • Events• Finance• Sales• Membership• Comms• Member Advocates

Quality Gate 1Member Advocates to

commentBoard Sponsor to sign off

Business Case

Who inputs?• Author / SME• UKOUG

Management team• Member Advocate

Chair

What is Output?• Move to producing

Business Case

Quality Gate 2Executive Director Finance Director

Member Advocates to comment

Board Sponsor to sign off

CONFERENCEProject LeadProject management assigned

One DAY EVENTSProject LeadProject management assigned

SIGS• Planning done annually• Project Sponsor

Approves Plan• Project Sponsor will

support any issues arising in calendar year with SIG delivery

UKOUG Management Team to review and

approve for Quality Gate



UKOUG: Committee, Volunteer & Office Empowerment2017: The next phase

*Quality gates can result in an additional loop round the process for improvements

UKOUG: Project Plan Quality Gates

10/13/2017 Strategy 2017

What is Output?• A well defined Project Brief

which defines event objectives and captures messaging for marketing and membership, partner info for Sales and resources and plan for Events

Committee Formed

Quality Gate 3Member Advocates

to commentBoard Sponsor to

sign off

What is Output?• Balanced

Representative Committee

Who inputs?• Project Lead • Project Manager

Project Brief Completed


to commentBoard Sponsor to sign

off

Who inputs?• Committee• Project Lead • Project Manager

Agenda Created


to commentBoard Sponsor to sign

off

What is Output?• Balanced agenda that

meets project brief and strategy themes of Relevance, Innovation and Continuous Improvement

Who inputs?• Committee• Project Lead • Project Manager

Pre-Event Review


commentBoard Sponsor to sign

off

What is Output?• Checkpoint to review if

any business risk and if so what actions can be taken to mitigate

• Timing agreed in project brief

Who inputs?• Management Team • Project Lead • Project Manager

Post Event Review


commentBoard Sponsor to sign off

What is Output?• What worked• What needs improving• How to improve relevance

in future • How to innovate in the

future

Who inputs?• Committee• Management Team • Project Lead • Project Manager











10/13/2017 Strategy 2017

In Strategy 2015 we considered how Oracle Product lifecycle impacts the planning of content for our communities and introduced the thinking into our planning processes and how UKOUG Products & Services are designed around a 3 – 5 refresh cycle for our members

In 2016 we said we needed to additionally consider Oracle Cloud as it impacts the Lifecycle within our products and services recognising that this is more prevalent in our Apps communities

Strategy 2016 said we thought Oracle Cloud was impacting our planning in 2 ways 1. Desire for knowledge around Oracle Cloud product and

customer case studies within our existing communities 2. the need to have a UKOUG offering that supports those net new

Oracle Cloud customers and those existing customers who have made the move to Oracle Cloud (SaaS) where their product lifecycle is one of continuous release (2 per year) as opposed to the traditional one major release every 2-5 years.

Oracle Product Lifecycle: History

Oracle Product Lifecycle: Cloud in 2016

10/13/2017 Strategy 2017

• We introduced an Applications Journey to Cloud event to address the desire for knowledge for our existing members across a number of pillars ERP, HCM, CX, Apps Tech. Unfortunately event was cancelled due to venue flooding – but registrations suggested partners are ahead of end-user members – further evidence of this in EBS and JDE streams at Apps16 JDE16

• We worked with HCM and Taleo SIG recognising that there was now a number of HCM Cloud customers in the UK Market

• We included a “Living in the Cloud” stream at Apps16 – but struggled to reach Oracle SaaS applications customers – despite promised help from Oracle - so attendance was from our traditional membership

Strategy 2017: Cloud & Legacy content need to co-exist

10/13/2017 Strategy 2017

• This item links to the previously defined project to review our mission statement. Recommendation that this is considered during the same project

• To get back to growth we need to have the right offerings to grow our membership to include new Oracle customers

• We also need to define our strategy for “Applications Unlimited” customers• In 2017 the main impact is within our Apps Communities but we need to plan for the

time when this will impact our traditional technology members• Our strategy needs to recognise the need to balance all our stakeholders – Oracle,

Partners, existing members and new Oracle customers• Any new products and services that are to be introduced will still need to have a

business case approved before introduction

Conferences

10/13/2017 Strategy 2017

• 2016 - 2018 strategy is to continue with co-located conferences for Apps & Tech held first week December

• JDE will remain co-located in 2017 – with focus on ensuring sense of community is re-ignited

• Conference will continue to be held in December and avoid Oracle OpenWorld 6 week no fly zone. Strategy 2018 will review if December remains the optimum time for a co-located conference – last done in 2015

• Our post-event review processes combined with our project kick-off meetings will continue to ensure that this strategy is in line with our member needs, relevant for all communities

• Apps16 post event highlighted the need to continually review current market conditions and anticipate changing needs of our members

Conference & Exhibition Venue

10/13/2017 Strategy 2017

• UKOUG has a unique set of requirements that make up the right venue and location each year and only a small number of UK Conference Venues are able to accommodate us

• Based on feedback received we recognise that after a quality relevant agenda and speakers, venue and location is the next most important factor in delegates conference experience

• We have developed a venue evaluation model which includes a large number of factors which will allow us to effectively recommend the right venue and location each year

• Number of conference rooms

• Size of conference rooms and facilities available (eg. AV)

• Exhibition hall

• Cost

• Travel and accessibility

• Hotel availability

• Town/ environment

• We will continuously improve the model based on delegate feedback

Conferences 2018 and beyond

10/13/2017 Strategy 2017

• Oracle have launched a Modern Business Experience held in February each year in the UK, this is in fact 7 conferences within an umbrella brand focussed on line of business and IT attendees as the market evolves to Cloud

• Within this strategy we have already defined the need for a project (slide 35) to review UKOUG mission and products & services

Recommendation Strategy 2017

A full review of conference options for all our communities will take place envisaged calendar Q4 2017

2016 SIGs

10/13/2017 Strategy 2017

In 2016 we ran 32 SIGs compared with 43 SIGs in 2015

Total SIG attendance in 2016 was 1237 compared to 1374 in 2015

Despite running only 75% of the SIGs compared to 2015 we achieved 90%+ of

the number of delegate days

Each year we see an increase in “competitive” events from Oracle and Partners

UKOUG SIG offering is differentiated because

Independent from Oracle & Partner Sales agenda

More End-Users sharing their stories

Better networking

Oracle Influence

2016 Strategy introduced RAG SIG process which appears to be assisting in

ensuring we are able to better help those SIGs which have needed more focus e.g.

Development, Public Sector Applications

10/13/2017 Strategy 2017

SIG 2015 No. SIGs

2015 Total Attend

2016 No. SIGs

2016 Total Attend

Trending

APEX 2 74 2 89

App Server & Middleware 2 43 2 57

Apps DBA 1 25 1 22

Business Analytics 2 110 2 76

Database 4 184 4 199

Development 0 0 1 67

Financials 3 203 3 116

Please note a number of SIGs have been renamed and/or combined.

2016 SIG statistics

10/13/2017 Strategy 2017


2016 SIG statistics continued

SIG 2015 No. SIGs

2015 Total Attend

2016 No. SIGs

2016 Total Attend

Trending

HCM & HCM in the Cloud 3 95 2 103

Higher Education 2 57 2 71

Hyperion & EPM 1 45 2 91

JD Edwards 1 29 0 0

Public Sector Apps & Fin 1 26 1 38

Public Sector HCM 6 174 5 195

RAC & CIA 3 112 3 98

10/13/2017 Strategy 2017


2016 SIG statistics continued

SIG 2015 No. SIGs

2015 Total Attend

2016 No. SIGs

2016 Total Attend

Trending

Spatial & Graph 0 0 1 30

Systems (formerly Solaris) 8 159 2 36

10/13/2017 Strategy 2017

2017 SIG Plan

Today SIGs remain a core member benefit

We need to evaluate the need to introduce new/evolve existing SIGs

to support new communities e.g. CX, ERP Cloud (linked to project

defined on slide 35)

We need to establish if we currently have our offering right around

HCM Cloud and how we can evolve this in other areas

From Strategy Workshop we need to cover Product vs. Function and

plan to run some “single topic” SIGs / market same SIG in two

different ways to validate if this helps to drive attendance / increase

membership

We need to review SIG naming to ensure it remains relevant e.g.

RAC CIA, Digital CX

We need to capture those SIGs which will have focus / change e.g.

Apps DBA (Apps Tech)

We have taken the tough decision to divest Primavera community

due to lack of engaged volunteers and lack of local Oracle support

10/13/2017 Strategy 2017

Webinars

• Some communities are trialling webinars as an alternative to SIGs

• We ran a Webinar series for Apps Journey to Cloud which was well received

• Webinars are not currently a member benefit

• Webinars to date have been open to all and free

• There are lots of free “competitive” webinars available from Oracle and Partners

• Webinars provide a way for members and none members to engage with UKOUG

• Webinar content needs to be relevant & innovative and aligned to our overall products and services if

they are to provide value

• Some user groups have a commercial Partner webinar offering – could we drive an audience?


• Need to continue to work with SIG / Project committees to see where webinar content fits into their

community

• Need to produce a plan with KPIs to assess if a webinar program

10/13/2017 Strategy 2017

UKOUG Meet-ups

• As discussed on previous pages there is work to do on UKOUG SIG offerings particularly

in relation to extending our content to reach new members

• However we must recognise that it is impossible for UKOUG to provide all combinations

of SIGs and networking opportunities that our members want e.g. Independent Partners,

Ireland post OOW

• We have seen a number of informal Oracle Groups run by passionate volunteers co-exist

with UKOUG within the UK Oracle ecosystem e.g. Oracle Midlands, LOB


• UKOUG to introduce corporate meet-up portal to allow members to organise UKOUG

affiliated meet-ups

10/13/2017 Strategy 2017

Event Strategy

• UKOUG Event Strategy is to provide

• Regional e.g. Ireland & Scotland

• Subject specific e.g. PeopleSoft, Hyperion & EPM, Systems

• High value content which is cross community e.g. Licence Management

• Which adds value to our members & meets specific need e.g. Partner Awards

• As events are not a member benefit UKOUG strategy is for each event to make a small

surplus

• Each event is subject to Project Process and Quality Gate process and timelines

• Our original event strategy stated we would run up to 10 events per year

• In 2016 we ran 7 events (see over for scorecard)

10/13/2017 Strategy 2017

2016 Event Scorecard

2016 Event Scorecard2016 Event Scorecard

Ireland LME PeopleSoft Systems Hyperion & EPM

Scotland Journey to Cloud

PYA

Surplus

Attendance

Satisfaction

RAG

Please note that Applications’ Journey to Cloud was postponed due to hotel flooding and moved to 2017

10/13/2017 Strategy 2017

2017 Event Strategy

• Ireland, Scotland, PeopleSoft, Hyperion & EPM and Partner Awards will continue in 2017

– with a strong focus on project brief process to ensure continued innovation & relevance

• Systems event – working with the Systems committee we completed our post event

review and business case process and concluded we will not run a Systems event in

2017. Systems content will be covered in SIGs and at Tech17

• There is a continued high demand from our existing Applications members for a one day

event around their Journey to Cloud

• Licence Management will run in 2017 – moved to October

• Reviewing SIG planning and the co-location requests we have introduced a Northern Tech

SIG

• Consideration is being given to a “Reporting Event” buts this needs a committed volunteer

to support a business case

• Total Events confirmed in 2017 is currently 7

10/13/2017 Strategy 2017

Oracle Scene

• Oracle Scene is a key publication 4 times a year which reinforces our brand and increases our traditional reach

• We should get significant value from it’s presence in Oracle offices

• It is a recognised quality publication but we need to ensure we ae maximising value from content and themes from each edition

• It is UKOUG resource intensive to produce

Recommendation Strategy 2017• Review Oracle Scene planning processes – should we

produce content in similar way to an event?• Review readership statistics to better understand what the real

value is and how it can be improved• Improve link between SIGs and Event planning and Oracle

Scene• Share Oracle Scene readership statistics with relevant

communities• Review how Oracle Scene readership can impact membership

10/13/2017 Strategy 2017

Membership

• 2016 saw a further decline in our membership numbers

• Removal of Partner membership (recommended in Strategy

2016) had little impact on Partner renewals

• Despite some years delivering a positive impact on

membership, overall our membership has declined

significantly since 2011

• UKOUG Board recognised in 2014 that falling membership is

our number one concern but current review/ engagement has

not delivered the desired positive impact

800

900

1000

1100

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10/13/2017 Strategy 2017

Membership 2017

• 2017 Membership IS our number one priority and without

significant change we will need to review our operations

• We need to recognise impact of changing market we operate

in

• From Strategy Workshop there were some good ideas to feed

into a membership model review process including:

• Repeated preference for Pick & Mix not Pay as You Go

• Differing needs for corporate vs individual

• Personal Membership plus conference

• The importance of the link between membership &

content

• The need to evaluate impact of cloud on membership

model

10/13/2017 Strategy 2017

Membership 2017

Recommendation Strategy 2017• Membership Working Group to be established with effective Board Sponsorship (President)• Terms of Reference need to be defined but must include

• PROTECT: High priority short term initiatives to protect existing membership and improve renewal rates

• GROW: High Priority short term initiatives to win back previous members or gain new members for our existing products and services. There should be a win back plan for EVERY SIG and event we run with measurable KPIs

• GROW: Plans (linked to Mission / Cloud project) to gain new membership in new Oracle customer areas e.g. CX, ERP Cloud, HCM Cloud etc.

• Membership model review• As discussed earlier in this document the market in which we operate has changed

significantly• Does our membership model need to be updated to offer greater differentiated value • How can a membership model change be introduced with acceptable levels of risk to

our current financial model• Board level monthly progress reporting for all of these items

10/13/2017 Strategy 2017

Sales Strategy

• UKOUG relies on both Oracle and our commercial partners across the broad market in which we

operate for our success.

• Engaged partners differ by UKOUG product but need to be a key consideration and integrated into our

product & service planning processes achieved via Project teams and Project Brief

• UKOUG has an established set of Competitive Partner Guidelines understood by all stakeholders

• All commercial partners see high value using UKOUG to deliver content

• Other User Groups have the same challenge around partner content and have implemented max

presentations for members vs. non-members

• UKOUG developed an initial Commercial Sales Strategy in 2016

Improvements in integrating commercial planning within project brief shown some results outside

of conferences

Failed to reach key Oracle engaged partners operating in UK market meaning our commercial

partner community for some products and services is not being maximised


• Continue to review options for balancing commercial partner content needs with ensuring best

agendas for members via our project brief processes

• Continue to develop sales strategy to allow us to reach all levels of Oracle partners with

improvement in key Oracle engaged partner participation across our products and services

10/13/2017 Strategy 2017

Relationship Map

There is a complex matrix of relationships between UKOUG & Oracle that support our member product and services.

It is important to consciously ensure all our key relationships are in place, effective and delivering value to our members

• Executive • Product Management• Communities• SIG• Global Customer Programs• Press• Marketing • Partners

2015 saw us fully implement a relationship map to ensure we have all the right Oracle relationships in place to be successful. For more information http://www.ukoug.org/about-us/governance/ukoug-and-oracle-relationship-map/

10/13/2017 Strategy 2017

Volunteers

Highlighted in Strategy 2014 - 2016

• UKOUG is a volunteer based organisation

• Our volunteers are absolutely critical to our success

• Without the right volunteers with the right time to commit we cannot survive

• Volunteers are our subject matter experts and ensure that we are able to deliver quality and relevant content for our members

In Strategy 2016 we introduced

• Moved to a more inclusive SIG committee election process

• Increased personal approaches to fill volunteer vacancies

• Introduced call for volunteers and committee quality gate

• Introduced LinkedIn recognition

• Continued with 2 annual volunteer recognition events at AGM and Annual Conference

10/13/2017 Strategy 2017

Volunteers

Current status

We have seen an increase in our volunteer pool

Linked in Recommendations for volunteers implemented (on request)

• All project committees have been oversubscribed and post event feedback on mix of experience and new ideas on committees has been positive

• We still need to change the perception of volunteering for UKOUG to encourage more people


There is more to do but we now have the basis of a volunteer program to continue to build on

10/13/2017 Strategy 2017

Website, Social Media and Communications • Our website, social media presence and communications (all types) together are our

representation to the outside world

• Previous years strategy have highlighted the need to

• to improve clarity and accessibility of information

• How can we improve our interaction with visitors?

• How can we make it UKOUG website / library first reference point for Oracle information

• Introduce new tools to improve all areas


• James Jeynes, Executive Director has a complete review of Systems underway which needs to consider our website, social media, communications, forums etc.

• This should be extended to include additional marcomms items including PR plan and explore if there any quick wins that can be achieved e.g. presenters loading presentations into library (as opposed to PM) to improve tagging and result in better ability to search

• Additionally as highlighted we need to have a voice in the Oracle community so we should consider community advocates – What could this look like? (project slide 35)

Executive Summary

Strategy 2017

• 2017 is a critical year for UKOUG• UKOUG along with the market in which we operate are at a

tipping point• This Strategy project is a step change from all previous years

with more focus on external factors and need to change. Previously we have successfully worked on evolving our existing products and services (tidying the business)

• We now need to prioritise all our efforts on • Protecting our existing membership• Growing our membership against our existing products and

services (where possible) • Growing our membership for relevant new Oracle Cloud

communities • This will take the right

• Volunteers• UKOUG team including Board• Support from Oracle • Passion & Commitment

• All of which we have! • We must focus on effective execution of all projects and items

documented here in 2017 and not get distracted

10/13/2017

Contacts

Strategy 2017 10/13/2017

Fiona Martin [email protected]

Karen McCormack – Head of Operations & [email protected]

About UKOUG

UKOUG exists to serve the Oracle community in the UK and Ireland. We act as a focal point for sharing knowledge about Oracle applications, technologies, tools and developments and, as an independent, not for profit membership organisation, represent the views of users and partners to Oracle.

© Copyright 2017 UKOUG

Contact

User Group House 591-593 Kingston RoadWimbledon London SW20 8SA

T: +44 (0)20 8545 9670W: www.ukoug.org

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