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Copyright © 2014 Project Partners, LLC REMINDERCheck in on the
COLLABORATE mobile app
Oracle User Productivity Kit (UPK)
Prepared by:Terri MaginnisPrincipal ConsultantProject Partners LLC
UPK for P6 Testing, System Documentation, Training, and Job Aids
Session ID#: 15455
Copyright © 2014 Project Partners, LLC
Agenda
■ Introduction■ Oracle User Productivity Kit (UPK) Overview■ UPK Developer- It’s Just That Easy
▪ Plan▪ Record▪ Edit▪ Publish
■ UPK for Your P6 Implementation■ Summary
Copyright © 2014 Project Partners, LLC
Project Partners…A Leader in Project-Centric Industries
Founded in 1997 by former chief architect of Oracle Projects; over 350 clients
World leader in delivering business and technology solutions to project-driven firms leveraging Oracle EBS, Primavera, Analytics, and Fusion Applications
Industry and Solution Architects with expertise in Engineering & Construction, Oil & Gas, Professional Services, Aerospace & Defense, and High Tech Manufacturing
Collaborative, team approach delivers many options for the best fit to a client’s specific business process.
Experienced team of almost 100 senior, former Oracle personnel from consulting, development, support, marketing and sales, and veteran end users of the E-Business Suite and Primavera applications.
Copyright © 2014 Project Partners, LLC
Oracle User Productivity Kit (UPK)
■ Single, synchronized authoring session creates multiple outputs to support multiple learning methods
■ Centralized deployment, tracking, and reporting■ Use during and after an application deployment■ UPK Developer captures all steps in a system process, it
records:▪ Every keystroke▪ Every mouse click▪ Each menu option chosen▪ Each button pushed
Copyright © 2014 Project Partners, LLC
Role-Specific Content
■ Assign roles to topics to create “role-specific” content
■ UPK output is tailored to each role
Copyright © 2014 Project Partners, LLC
Documents
Output Type FormatSystem Process
Microsoft Word, Adobe PDF, HTML
Job Aid Microsoft Word, Adobe PDF, HTML
Training Guide Microsoft Word, Adobe PDF, HTML
Instructor Manual
Microsoft Word, Adobe PDF, HTML
Test Document Microsoft Word, Adobe PDF, HTML
Test Results Microsoft Word, Adobe PDF, HTML
Test Case HP Quality Center, IBM Rational Quality Manager, OracleApplication Testing Suite (xlsx)
Presentation Microsoft PowerPoint
Copyright © 2014 Project Partners, LLC
Create the Outline
■ Be consistent in naming modules, sections, and topics, including verb tense
■ Create outline even if it has not been finalized
■ Ensure users will understand where to find help
■ Follow the process flow■ Keep topics short and focused
Copyright © 2014 Project Partners, LLC
Manual or Automatic Recording
■ Enable automatic recording
■ Select recording method
Copyright © 2014 Project Partners, LLC
Prepare to Record
■ Test the steps■ Test the data■ Setup target application■ Maximize the application
view■ Check the sound and
microphone settings
Copyright © 2014 Project Partners, LLC
Record the Topics■ Go slowly■ Follow the script■ If using Manual recording,
check for the next step before capturing the frame
■ If uncertain on action, hit “record”- easier to remove frames than to add missing frames
Copyright © 2014 Project Partners, LLC
Edit the Topics
■ Check for proper action■ Add text, as needed
Copyright © 2014 Project Partners, LLC
Test the Output
Record Topics
Edit Topics
Test Topics
Update Topics
Test Topics
Testing ResultsProcess change?Topic editing needed?
Do the topics support the business training
needs?
Copyright © 2014 Project Partners, LLC
Keep Content Current
■ Develop plan to update content after each project implementation phase
■ Deliver final content for training
■ Deploy content- documents, player, or in-application support
■ Assign ownership to update topics as processes change
■ Advocate for use as Job Aids, refresher training or new user training
Copyright © 2014 Project Partners, LLC
UPK and User Adoption
“If you build it, they will come”
User adoption is a key success factor in any P6 implementation
Copyright © 2014 Project Partners, LLC
UPK and User Adoption- Assumptions
■ The system must fulfill a specific user need■ The system must provide a good solution to a given problem
Copyright © 2014 Project Partners, LLC
User Adoption
Technical Capability
Organizational Change Capability
End‐User Adoption Rate
Copyright © 2014 Project Partners, LLC
UPK and the P6 Implementation
UPK Topics
Design
Testing
Training
Ongoing Support
■ Engages stakeholders early
■ Provides visibility to solution design early in the process
■ Helps to ensure the technical delivery of the solution
■ Creates ownership in the solution
■ Ensures training and ongoing support is easily delivered based on design and testing results
Copyright © 2014 Project Partners, LLC
Summary
■ Plan the Topics■ Supplement the Topics■ Record Once, Multiple Output formats■ Use UPK throughout the implementation lifecycle■ Keep the content current
Copyright © 2014 Project Partners, LLC
Questions? Answers!
■ www.ProjectP.com■ 650-712-6200
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