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8/3/2019 Tutor & UPK
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<Insert Picture Here>
Tutor and UPK: Productive Day ONE!
Stuart Dunsmore
Sr. Director, Tutor & UPK Development
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© 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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© 2007 Oracle Corporation ± Proprietary and Confidential
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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
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© 2007 Oracle Corporation ± Proprietary and Confidential
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?´
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© 2007 Oracle Corporation ± Proprietary and Confidential
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
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© 2007 Oracle Corporation ± Proprietary and Confidential
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
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© 2007 Oracle Corporation ± Proprietary and Confidential
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
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© 2007 Oracle Corporation ± Proprietary and Confidential
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
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© 2007 Oracle Corporation ± Proprietary and Confidential
Oracle¶s Solution
Key to Productive Day ONE
Develop
Future State
Model
Develop User Documentation
YES
NO
Oracle Method
Implementation Phasing
ProductionTransitionConstructionElaborationInceptionEnvision
CRP
8/3/2019 Tutor & UPK
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© 2007 Oracle Corporation ± Proprietary and Confidential
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
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© 2007 Oracle Corporation ± Proprietary and Confidential
ManyWays to Access Tutor Content
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© 2007 Oracle Corporation ± Proprietary and Confidential
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
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© 2007 Oracle Corporation ± Proprietary and Confidential
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
Evaluate request for nonstandard paymentterms. (9)
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
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© 2007 Oracle Corporation ± Proprietary and Confidential
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
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© 2007 Oracle Corporation ± Proprietary and Confidential
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
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© 2007 Oracle Corporation ± Proprietary and Confidential
Tutor Documents Link to UPK Content
Links to UPK simulationsinteractively describing
what the user needs to doin the application
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© 2007 Oracle Corporation ± Proprietary and Confidential
UPK Playback Options
See It
Try It
Know It
Do It
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© 2007 Oracle Corporation ± Proprietary and Confidential
UPK Try IT Mode
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© 2007 Oracle Corporation ± Proprietary and Confidential
UPK Do IT Mode
Sits on top of live application
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© 2007 Oracle Corporation ± Proprietary and Confidential
UPK Usage Tracking
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© 2007 Oracle Corporation ± Proprietary and Confidential
UPK Paper Documents
5 document types from a single source
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© 2007 Oracle Corporation ± Proprietary and Confidential
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
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© 2007 Oracle Corporation ± Proprietary and Confidential
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
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© 2007 Oracle Corporation ± Proprietary and Confidential
Oracle¶s Solution
Key to Productive Day ONE
Develop
Future State
Model
Develop User Documentation
YES
NO
Oracle Method
Implementation Phasing
ProductionTransitionConstructionElaborationInceptionEnvision
CRP
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© 2007 Oracle Corporation ± Proprietary and Confidential
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
Evaluate request for nonstandard paymentterms. (7)
AP Supvr
Deliver Supplier Maintenance form toVP Finance. (8)
**Manual Control**
VP Finance
Evaluate request for nonstandard paymentterms. (9)
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
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© 2007 Oracle Corporation ± Proprietary and Confidential
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!
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© 2007 Oracle Corporation ± Proprietary and Confidential
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© 2007 Oracle Corporation ± Proprietary and Confidential
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.
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© 2007 Oracle Corporation ± Proprietary and Confidential
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
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© 2007 Oracle Corporation ± Proprietary and Confidential
Productive Day ONE
Oracle Tutor & UPK Together!
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© 2007 Oracle Corporation ± Proprietary and Confidential
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.