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Oracle Business Intelligence (OBI) Preparing Your Business to make the most of Oracle BI Increase Productivity, Business Efficiency & User Adoption
John Hough – Principal Education Solutions Consultant
Agenda
z Oracle BI Training z Oracle Bi Applications Training z End User Training Best Practices: Strategy, Development, Delivery z Challenges and Risks to Avoid z Expedite Training Efforts with OIBEE End User Training Tool Kit z Questions and Answers
Oracle Business Foundation Suite
Who takes which BI Foundation Courses?
• Reports Developers • Architects/Admins (The people who set up the data source, etc) • DataWarehouse Administrators • Infrastructure System Administrators • Functional Users (Custom Training)
– Super / Power Users – Report Creation – End Users – Dashboard Navigation
Learning Path: Oracle Business Intelligence
Business Intelligence Reports Developer
Oracle Database: Introduction to SQL
Oracle BI 11g R1: Create Analyses and Dashboards
Oracle Endeca Information Discovery
2.3: Getting Started
Oracle BI 11g: New Features and Exalytics
Business Intelligence Architect / Admin
Oracle Database: Introduction to SQL
Oracle BI 11g R1: Create Analyses and Dashboards
Oracle BI 11g R1: Build Repositories
Oracle BI 11g: New Features and Exalytics
Oracle BI Publisher 11g R1: Fundamentals
Business Intelligence Infrastructure Admin
Oracle WLS 12c Admistration I
Oracle BI 11g: Introduction to System
Administration SSC
Oracle BI 11g::Upgrade and New Features
Oracle Exalytics Administration Seminar
Oracle Exalytics Administration Seminar
Learning Path: Oracle BI Applications
or
Business Intelligence Architect / Admin
Oracle BI Applications 7.9.6 Implementation for
CRM
Oracle BI App.lications 7.9.6 Implementation for
EBS
Oracle BI Applications 11g: Implementation
using ODI
Learning Path: Oracle Essbase Oracle Essbase Business User
Oracle Hyperion Smart View 11.1.2
for Essbase
Oracle Essbase Developer
Oracle Essbase 11.1.2 Bootcamp
(11.1.2.1)
Oracle Essbase 11.1.2: Calculate Block Storage
Databases Oracle Essbase 11.1.2: Deploy
Aggregate Storage Databases
Oracle Essbase 11.1.2 for System Administrators
Oracle Essbase IT Support
Oracle Essbase 11.1.2 for System Administrators
Oracle Essbase Studio 11.1.2: Create
and Manage Data Structures
Hyperion Web Analysis 11.1.2: Design Reports
Preparing End Users for Go-Live
- Grant Shaw, VP Operations, DA Consulting Group
"It doesn’t really matter if you have the best system in the world, if your end users don’t know how to use it, it’s essentially useless.”
Copyright © 2008 Oracle. All rights reserved.
Importance of Training Users
• Survey of 437 companies • 76% of users were using their
application in a failing or substandard manner
Reduce Support Cost • Trained users require 3 to 6 times less support
Increased Productivity • Trained users are 5 times more productive
Gartner Studies
Who?
What?
When?
Where?
Why?
How?
End User Training
Preparing End Users For Your Implementation
Strategy
Delivery Building a Solid Training Plan
Content
Building a Solid Training Plan
Strategy Content Delivery
Best Practices
BUILD DESIGN ALIGNMENT PRODUCTION Implementation Lifecycle
Strategy
Training Strategy
Training Needs Analysis
Detailed Training Plan
Training Management
Best Practices
BUILD DESIGN ALIGNMENT PRODUCTION Implementation Lifecycle
Strategy
Define Optimum Learning Methods
Pinpoint User Training Gaps
Identify and Address Barriers
Define Development & Training Timelines
Content
Training Content
Business Process Documentation
Reflects Best Practice
Best Practices
BUILD DESIGN ALIGNMENT PRODUCTION Implementation Lifecycle
Strategy
Detailed Training Plan
Training Management
Content
Training Content Classroom & Online
Business Process Documentation
Reflects Best Practice
Real Tasks and Scenarios
Training Strategy
Training Needs Analysis
Strategy
Define Optimum Learning Methods
Pinpoint User Training Gaps
Identify and Address Barriers
Define Development & Training Timelines
Content
Standard Format
Align with Business Processes & Roles
Audit Compliant
Reflects Best Practice
Delivery
End User Training
Knowledge Measurement
Best Practices
BUILD DESIGN ALIGNMENT PRODUCTION Implementation Lifecycle
Content
Training Content Classroom & Online
Business Process Documentation
Reflects Best Practice
Strategy
Detailed Training Plan
Training Management
Real Tasks and Scenarios
Train-the-Trainer & Instructor Skills
Workshops
Training Strategy
Training Needs Analysis
Challenges and Risks
1. Strategy Lack of a clear strategy for addressing end user training
needs, including clear objectives and measurable goals 2. Resources
Lack budget, time, resources, experience 3. Support
Lack clear executive sponsorship and support
End User Training Options
No Training
Generic Training Classes
End User Training Program
How are your end users trained?
Oracle University End User Toolkits
What is the Toolkit?
The Oracle Business Intelligence End User Toolkit from Oracle University z Efficiently develop end user training. z Maximize benefits from Oracle BI application deployment.
z Key benefits z Leverage the power of Oracle Baseline Content z Learn from Oracle’s training and instructional design experts z Equip your team with best practices from the beginning z Establish effective standards at the beginning of your project z Execute your training plan in less time
What is the Toolkit?
V.S.
Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 23
Toolkit Key Components
+
Content expertise Best Practices Jump Start Collaboration
Out of the Box Content
zTwo courses included in Toolkit:
z Create Analyses and Dashboards Course z Navigate Dashboards Course
z Self-Paced eLearning z Instructor Led Training Content
Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 25
Editable Oracle Training Content Create Analyses and Dashboards
>> >> >> Classroom Presentation
Instructor & Student
Guide Agenda
Quick Reference
Card
Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 26
>> Simulations Quick
Reference Card
>> >> >> Classroom Presentation
Instructor & Student
Guide Agenda
Editable Oracle Training Content—Navigate Dashboards
Quick Reference
Card
eLearning Track:
ILT Track:
Enablement Design Workshop Tailored to meet customer needs
Planning Decision Making
• Modified Training Needs Analysis • Incorporating Blended Learning • Tactical Plan for Implementing Company Training Strategy
Content
Baseline or Tailored
• Where to use baseline content vs. what to customize • Best Practices for content development • Collaboration to prepare examples of End User Training content • Style Guide incorporating customer preferences
Delivery • Train the Trainer
How Does it Fit in? Implementation Team End Users
Oracle owns content Customer owns content
Strategy Content Delivery
Summary
BUILD DESIGN ALIGNMENT PRODUCTION Implementation Lifecycle
For more information, contact Oracle University U.S. at 1.800.529.0279
to locate your Education Sales Rep
John Hough 865-466-7795
Oracle University: Committed to Your Success
A Q &
Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 32
• Instructor led, 2 day workshop
• Leveraging customers application and data.
• Sample of topics:
• Using the Analysis Editor Interface
• Creating an analysis
• Applying formulas and filters
• Working with analysis results
• Formatting analysis
• Customizing analysis views
• Designing a dashboard
• Working with prompts
• Working with briefing books
Custom End User Fixed Package Dashboard Navigation Simulation
• Self paced simulation training on customer’s BI EE
application. • Approximately ½ hour in length • Focus on basic navigation of dashboards • Sample of topics:
• Navigating dashboards • Setting, saving and applying prompts • Printing from a dashboard • Exporting data • Setting a default dashboard
Create Analyses & Dashboard Workshop
Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 33
Custom Package
• Usually limited to one subject area
• Uses your OBIEE environment and data
• Oracle consultants do all development
• Oracle consultant delivers the Analyses and Dashboard class
• Fixed price package
• Baseline content • Can use either your customized
environment or sample environment
• Can be adapted for multiple subject areas
• Oracle consultants provide coaching to get you started on planning and customizing
• Customer delivers classes to end-users
• Fixed price
• Totally custom based on customer needs
• Can be as many subject areas or user groups as needed
• Uses your OBIEE environment and data
• Price varies
EUT Toolkit and Engagement Comparison Toolkit Custom Services BI EUT Toolkit