Tutor & UPK

8/3/2019 Tutor & UPK

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Tutor and UPK: Productive Day ONE!

Stuart Dunsmore

Sr. Director, Tutor & UPK Development



© 2007 Oracle Corporation ± Proprietary and Confidential

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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Program Agenda

Implementation or Upgrade Objectives

Importance of Training

User Documentation

Benefits of Good Documentation

Oracle¶s Solution

Architecture

Customer Comments

The Future of Documentation at Oracle

Partner Customer Successes




Implementation or Upgrade Objectives

Automate Key Processes

Implement New Functionality

Improve Flexibility

Improve Response Time Improve Management Reporting

Optimize Business Performance

Gain Competitive Edge

Increase Productivity

Key User Question:

³How do I do my job with this new software?´




Importance of Training

Survey of 437 companies

76% of users substandard

Support Costs

Untrained users require 3 to 6 times more support thantrained users

Decreased Productivity

Untrained user may take up to 5 hours to achieve the same

skill level that it takes a trained employee 1 hour to achieve

Failing

Sub Standard

Gartner Studies

Source: 2003 Meta Group, Inc




User Documentation

Must be easy to create and maintain!

1970¶s Typewriter & copier ± paper & binders

1980¶s DOS based word-processing ± paper & binders

1990¶s WYSIWYG ± paper & binders ± flowcharts & screenshots - Web

2000¶s Web based multi-media ± flowcharts & interactive simulations

Good User Documentation:

Reflects the approved model: current or future state

Is distributed to all affected employees Has a standard format across the organization

Is audited regularly

Is easy for employees to use! ! !

- NO MORE PAPER -

- flowcharts

- a Little History




Benefits of Good Documentation

Manage Change Provide users and managers confidence in job execution

Effectively train new hires or new users

Roadmap for continuous improvement

Minimize Risk Users run applications as designed

Key organizational information is documented folklore

Address Compliance Fulfill compliance requirements

Deploy standards

Reduce audit costs

Increase Productivity Users reach productive levels faster




Oracle¶s Solution

Oracle Tutor and UPK are documentation andproductivity tools that companies use to creatematerial to support their end users throughout theapplication life cycle.

Tutor & UPK comprise three components.

Model Content

Software Tools

Proven Method




Oracle¶s Solution

Key to Productive Day ONE

Develop

Future State

Model

Develop User Documentation

YES

NO

Oracle Method

Implementation Phasing

ProductionTransitionConstructionElaborationInceptionEnvision

CRP




What is Tutor?

Author & Publisher Easily develop, deploy, & maintain end-user business

process documentation

Develop in MS Word for rapid uptake

Key Automated Features Flowcharting

HTML conversion

Role base Desk Manuals

Task numbering

Distribution updating Model Documents

Baseline procedures - We¶re all better critics than writers!!

People to People




ManyWays to Access Tutor Content




All Processes > Top Level

Start

Process

Procure to Pay. (1)

Process

Campaign to Cash. (2)

Process

Contract to Renewal.(3)

Process

People to Paycheck.(4)

Process

Project to Profit. (5)

Process

Period End Close toFinancial Reports. (6)

Process

Author to Publish Tutor Documents. (7)

End

Tutor Business Process Flows

Process > Procure to Pay

All Processes

Start

Sub Process

Analyze to Agreement(1)

Sub Process

Requisition to Receipt(2)

Sub Process

Inspection toDisposition (3)

Materialpasses inspection?

Supplier will beproviding

replacement?

Sub Process

Supplier Return to Debit(4)

Sub Process

Supplier Return toReplacement (5)

Sub Process

Supplier Invoice toPayment (6)

End

A

A

N

Y

N

Y

Sub Process > Analyze to Agreement

Process > Procure toPay

Start

Procedure

Material RequirementsPlanning (1)

Procedure

Selecting Supplier (2)

Procedure

Evaluating Supplier Performance (3)

Procedure

Adding Suppliers (4)

Procedure

Changing Supplier Data(5)

Procedure

Adding Suppliers to

Approved Supplier List(6)

Procedure

Changing ApprovedSupplier List Item Data(7)

Procedure

Deleting Suppliers from Approved Supplier List(8)

End

Sub Process >Requisition to Receipt




Tutor Business Process Documentation

Adding Suppliers

Start

Requester

Complete Supplier

Maintenance form. (1)

Requester

Forward form to APSupvr. (2)

AP Supvr

Verify that all requiredsupplier info complete.(3)

Paperworkcomplete?

AP Supvr

Request missing info.(4)

> Submit Request

AP Supvr

Record info on Supplier Maintenance form. (5)

AP Supvr

Determine whether nonstandard paymentterms requested. (6)

Supplier requests

nonstandardpayment termsunfavorable to

company?

AP Supvr

Evaluate request for nonstandard paymentterms. (7)

AP Supvr

Deliver Supplier Maintenance form toVP Finance. (8)

**Manual Control**

VP Finance


VP Finance

Forward Supplier Maintenance form to

AP Clerk. (10)

AP Clerk

Add supplier todatabase. (11)

**Manual Control**

> Suppliers

AP Clerk

Notify Requester thatsupplier has beenadded to database.(12)

Supplier hasbeen placed on

hold?

AP Clerk

File supplier maintenancedocumentation. (13)

End

AP ClerkRetain supplier maintenancedocumentation insupplier maintenancepending file. (14)

End

A

A

Y

N

Y

N

N

Y




Tutor Content

Model Document Starter Kit

More than 450 baseline

procedures & supporting

documents

Multiple Functional Areas

Financials

Procurement

Human Resources

Order Management

Inventory Manufacturing

Project Management




What is UPK?

UPK Developer

Easily develop, deploy, & maintain interactive application simulations

Discrete recording tool with Oracle Application object recognition (all

Applications Unlimited products)

Online & paper based documentation

One source to many outputs

DHTML Simulations, MS Word & PDF for easy deployment

Multiple Uses

Implementation aide

Stand alone, pre and post go-live training

In-application performance support

Integrate with Learning Management System (SCORM, AICC)

Or use built-in usage tracking

People to System




Tutor Documents Link to UPK Content

Links to UPK simulationsinteractively describing

what the user needs to doin the application




UPK Playback Options

See It

Try It

Know It

Do It




UPK Try IT Mode




UPK Do IT Mode

Sits on top of live application




UPK Usage Tracking




UPK Paper Documents

5 document types from a single source




UPK Content

Human Resources Payroll for North America

Benefits Administration

Time & Labor

ePay

eProfile

eBenefits

ePerformance

Learning Management

General Ledger

Receivables

Payables Asset Management

Project Costing

Contracts

Grants

Expenses

Student Administration

Planning and Budgeting

Order Management

Billing

Purchasing

Inventory eProcurement

Reporting Tools for HRMS

Reporting Tools for Financials/ESA

and Supply Chain Management

Reporting Tools for Campus

Solutions

Fundamentals for HRMS Fundamentals for Financials/ESA

and Supply Chain Management

Fundamentals for Campus Solutions

Enterprise Modules

EnterpriseOne Modules

General Ledger

Accounts Payable

Accounts Receivable

Inventory

Manufacturing ± PDM

Procurement and Subcontract

Management

Fundamentals

*Applications Development NowBuilding EBS and Siebel Modules




Tutor & UPK Architecture

OracleOracle

CollabCollab

SuiteSuite

Tutor Author

UPK Developer

Client

Tutor

Publisher

LocalLocal

Server Server

OracleOracleAppsApps

OracleOracle

AppsApps

OracleOracle

CollabCollab

SuiteSuite

Tutor

UPK

Model

Documents

End

User Community

Your Custom UPK

Content

Your Custom Tutor

Procedures




Oracle¶s Solution

Key to Productive Day ONE

Develop

Future State

Model

Develop User Documentation

YES

NO

Oracle Method

Implementation Phasing

ProductionTransitionConstructionElaborationInceptionEnvision

CRP




BPA ± Business Process Architect

The Future of Documentation at Oracle

Adding Suppliers

Start

Requester

Complete Supplier Maintenance form. (1)

Requester

Forward form to APSupvr. (2)

AP Supvr

Verify that all requiredsupplier info complete.(3)

Paperwork

complete?

AP Supvr

Request missing info.(4)

> Submit Request

AP Supvr

Record info on Supplier Maintenance form. (5)

AP Supvr

Determine whether nonstandard paymentterms requested. (6)

Supplier requests

nonstandardpayment termsunfavorable to

company?

AP Supvr


AP Supvr

Deliver Supplier Maintenance form toVP Finance. (8)

**Manual Control**

VP Finance


VP Finance

Forward Supplier Maintenance form to

AP Clerk. (10)

AP Clerk

Add supplier todatabase. (11)

**Manual Control**

> Suppliers

AP Clerk

Notify Requester thatsupplier has beenadded to database.(12)

Supplier hasbeen placed on

hold?

AP Clerk

File supplier maintenancedocumentation. (13)

End

AP Clerk

Retain supplier maintenancedocumentation in

supplier maintenancepending file. (14)

End

A

A

Y

N

Y

N

N

Y

Tutor UPK




Productive Day ONE

Right Tools ± Tutor & UPK

Right Approach

Develop Solution in CRP

Document Solution in CRP

Deploy Documentation

Train End Users

Test End Users

Result:

End Users knows how to do their jobs, Day ONE!




Case Study: Investors Bank & Trust

Seeded Tutor processes leveraged as baseline for developing futureprocess model

Baseline updated through various iterations of solution development

In parallel, system procedures and test scripts were developed directly

from UPK Leveraged integration from Tutor to UPK for when business process

included steps in Oracle Application Solution

Project team leveraged UPK for documentation and end user training ±Tutor provided platform for process training and depiction of thecomplete ³Big Picture´ ± Productive Day ONE

Integration of Tutor and UPK provide comprehensive process solutionfor internal governance, compliance, and ongoing training

Footprint included Financials, Projects, Human Resources, Benefits,iRecruitment

© 2007 KBACE Technologies, Inc.




Implementation included 9-10 multi-site, consolidation of two companies onto single business and technologyplatform

UPK leveraged for end user training and documentation ±built from typical project system test scripts

Project team realized Tutor provided a natural complimentto capture non-system related processes

Integration of Tutor and UPK provided the natural endstate of Productive Day ONE with platform for ongoing

training, documentation, and process governance Footprint included Financials, Product Lifecycle Mgmt,

Discrete Mfg, Order Mgmt, Pricing, Sales, Teleservice

© 2007 KBACE Technologies, Inc.

Case Study: Gyrus




Productive Day ONE

Oracle Tutor & UPK Together!




The preceding 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 berelied 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.

Tutor & UPK

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Transcript of Tutor & UPK