1. Adventist Health System Uses UPK to Overcome Development Challenges
Oracle Open World 2014

2. About Your Presenters Clayton Alves Joel Thilburg
Leads the ERP training effort for Adventist Health System
17 years of experience implementing ERP systems
Instructional design and development guidance
Training delivery
UPK administration
Trainer development
20+ years of functional expertise implementing Oracle applications
Change management and organizational readiness
Business process and workflow mapping
Test coordination and execution
Instructional design and development
End user adoption and production support
Oracle UPK certified implementation expert
10+ years leveraging UPK through the project lifecycle
About Clayton

3. Agenda Company and project information
Challenges faced by the project team
Training plan
Executing the plan

4. Adventist Health System
Adventist Health System is a faith-based health care organization headquartered in Altamonte Springs, Florida.
Each facility operates independently in delivering care and services to best meet the needs of the local communities they serve.
While each entity is unique, all remain united in one mission of Extending the Healing Ministry of Christ.

5. 1973
Adventist Health System was established 45
Hospital campuses operated in 10 states
70,000
Employees and physicians
4.5 million+
Patients served annually
Adventist Health System is a faith-based health care organization headquartered in Altamonte Springs, Florida. A national leader in quality, safety and patient satisfaction, Adventist Health System’s nearly 70,000 employees maintain a tradition of whole-person health by caring for the physical, emotional and spiritual needs of every patient.
With 45 hospital campuses and nearly 8,300 licensed beds in ten states, Adventist Health System facilities incorporate the latest technological advancements and clinical research to serve more than 4.5 million patients annually. The full continuum of integrated care also includes urgent care centers, home health and hospice agencies, and skilled nursing facilities.
Each Adventist Health System facility operates independently in delivering care and services to best meet the needs of the local communities they serve. While each entity is unique, all remain united in one mission: to extend the healing ministry of Christ.
These numbers provide just a glimpse of the far-reaching impact we are able to achieve by combining state-of-the-art technology with compassionate, Christ-centered care. 16
Skilled nursing facilities 22
Home health and hospice agencies

6. 500+
Physician Offices
8,300
Licensed Beds
7.4 billion+
Total Operating Revenue
7.1 billion+
Expenses
Adventist Health System is a faith-based health care organization headquartered in Altamonte Springs, Florida. A national leader in quality, safety and patient satisfaction, Adventist Health System’s nearly 70,000 employees maintain a tradition of whole-person health by caring for the physical, emotional and spiritual needs of every patient.
With 45 hospital campuses and nearly 8,300 licensed beds in ten states, Adventist Health System facilities incorporate the latest technological advancements and clinical research to serve more than 4.5 million patients annually. The full continuum of integrated care also includes urgent care centers, home health and hospice agencies, and skilled nursing facilities.
Each Adventist Health System facility operates independently in delivering care and services to best meet the needs of the local communities they serve. While each entity is unique, all remain united in one mission: to extend the healing ministry of Christ.
These numbers provide just a glimpse of the far-reaching impact we are able to achieve by combining state-of-the-art technology with compassionate, Christ-centered care.

7. Project Information
Adventist Health System’s Enterprise Resource Planning initiative:
Deploying PeopleSoft 9.2 Finance and Supply Chain Management and Human Capital Management
Establishing shared services functions within the corporate Finance, Supply Chain and HR departments

8. Overview
Adventist Health System has utilized the Oracle User Productivity Kit (UPK) to develop internal training for the iSynergy project. UPK has many benefits, such as:
Reduced development time
Testing mode
Flexible training options
Multiple forms of output
Online assessments

9. What is User Productivity Kit?
Single-Source Content Development Platform
Develop, customize, and publish online learning, documentation, and support content for all enterprise applications
Easy to use and deploy
Create and deploy multiple assets through a single authoring session
Standardize document output
Supports geographically dispersed organizations
Applies across Oracle and non-Oracle Applications
Provides value throughout the entire lifecycle

10. Challenges Faced by the Project Team

11. Multiple Teams in Shared Environments
Finance, Supply Chain and Human Resources teams operated independently while developing and testing in shared environments
FSCM
HCM
Supply Chain
Finance
Human Resources
Functional Team
Training Team
Functional Team
Training Team
Functional Team
Training Team

12. Impacted by Development Delays
9.1 to 9.2
Delivery of OATS
Delivery of Training Environment

13. Other Training Challenges
Multiple content releases are required for each facility learning management system
Custom content was required for the help menu
Timing of user interfaces, forms, and reports development and design
UPK learning curve for training developers
Diverse audience that required various delivery methods

14. Training Plan

15. Utilize UPK as an Accelerator
Testing
Create test scripts
Integrate with OATS
Training
Instructor led and computer based delivery
Training documentation
In-App Support
Help content
UPK library
UPK

16. Utilize UPK through the Training Lifecycle
Oracle Pre-Built Content
PeopleSoft HCM and FSCM
PeopleSoft Application Testing
UPK and OATS
PeopleSoft Application Training
LMS deployment for online training
ILT training
On-demand training library
On-demand training documentation
In-Application Support
PeopleSoft context sensitive help integration
PeopleSoft related content
In-application support tracking and reporting
Purchase Oracle Pre-built UPK content for the FSCM and HCM modules to jumpstart development
UPK to record test scripts
Integrate UPK recordings with OATS
Leverage UPK test scripts to create training content

17. Establish Training Development Approach
Lesson Outlines
Determine lessons, objectives, and topics
Storyboards
Identify content, methods, and timing
First Draft
Create initial UPK concept pages and recordings
Second Draft
Update content based on initial reviews
Final Draft
Update content based on final reviews and publish to the production library

18. Establish Common Development Standards
Worked with corporate communications to develop standards and templates
Word templates
User guides
Instructor guides
PowerPoint templates
Quick reference guides
Job aids
UPK templates

19. Utilize Experts
Contracted Joel Thilburg to provide Jump Start training for UPK and OATS
Retained Joel to serve as the UPK administrator
Contracted five training developers with UPK experience

20. The JOLT Advantage
A specialized consultancy focused on UPK project lifecycle support services and end user adoption
Applications implementation, upgrade, support and training success:
Oracle UPK Certified Implementation Specialists
Oracle Certified Trainers
Change Management, Instructional Design and End User Adoption Experts
Over 15 years of successful implementation and upgrade projects for Oracle applications and User Productivity Kit
Oracle Gold Partner
Energized Training and End User Adoption… It’s what we do!
Visit our UPK demo grounds at Booth #3638 in Mascone West.

21. Executing the Plan

22. UPK Strategy: The Key To Success
Evaluate
How can UPK be leveraged across the project lifecycle
Plan
UPK Strategy for all Project Phases
Train
UPK Developer and OATS Training
Install and Administer
UPK Installation, Administration, Standards and Branding
How can UPK be leveraged across the project lifecycle
Business Process Procedures, Configuration Testing, Training, Change Management, In-Application, Knowledge Library
UPK Project Plan (who, what, where, when & how)
Align the UPK Plan with the Implementation Plan
Develop and Deploy
Build, Record, Edit, Publish and Deploy

23. UPK Project Centerpiece
Oracle Pre-built Content
Development Starting Point – Reduce Test Script Creation Time
Test Scripts
Testing Integration with OATS – Unit, String, Integrated, UAT
System Business Process Procedures
Add Business Process - Conceptual Information
Training Content
Training Template - Business Process Procedures – Re-Record Process
Deployment
LMS, Player for ILT, Training Guides, In-Application Support, PS Related Content

24. UPK Training & Mentoring
Developer
Jumpstart
Training
UPK Installation and Technical Support
UPK
Testing Integration
UPK Administration Training
UPK
and
OATS Training
UPK Development Standards & Training
UPK Development Mentoring
Challenge: Users with little or no experience with UPK and OATS

25. UPK Installation
Installed and Configured UPK 11.1 Standard in a Multi-User Environment with Windows Authentication
Installed Knowledge Center for In-Application Support tracking using anonymous user
Change to a Architecture Picture

26. UPK Design and Standards
UPK Demo
Created Demo course to demonstrate the deployment options of the UPK Player
Created UPK Developer Standards
Created Developer Standards Guide and Trained Developers on Best Practices
Outline Structure
Play modes,
Features and Options
Questions and Assessments
Documentation Output
Branding Options

27. UPK Library Configuration
Create folders and permissions
Add authors and set permissions
Create workflow states
Import delivered content
Set default options and export file for authors to import
Build testing outline from testing matrix
Build training outline from course outlines
Created custom publishing category
Customized documentation templates to align with Adventist Health System brand standards
Use Pictures and talk it

28. UPK Appearance Created custom publishing category
Customized documentation templates to reflect the corporate brand standards
Use Pictures and talk it

29. UPK Testing Strategy Single Line Test Scripts in OATS
Manage Detailed Test Scripts in UPK Only – Single Source and Truth
Publish Try It!, Print It!, and Test It! Mode
Test It! Mode for Test Execution
More Intuitive Test Execution Interface
Can Record Pass/Fail/Comments
Test Summary Attachment
Test It! Produces a Test Summary Document
Easily Attach Screen Shots as Proof of Test
Update OATS Pass/Fail and Issues
Use Pictures and talk it

30. UPK Testing Strategy Import Tests with Link Publish Test It!
Use Pictures and talk it

31. UPK Testing Single Line Test Scripts in OATS
Create Content in Developer
Published UPK Testing Library
Oracle Application Testing Suite
Test Matrix
Test It! Player
Execute Test
Challenge: OATS Delivery Delayed Explain
Single Line Test Scripts in OATS
Imported Test Script Matrix into OATS with link to UPK Test Library
Rapidly Created Test Scripts in UPK Developer
Manage Detailed Test Scripts in UPK Only – Single Source to Maintain
Published Try It, Print It! and Test It! Mode
Test It! Mode for Test Execution
More Intuitive Test Execution Interface
Can Record Pass/Fail/Comments – Create Bug Report
Test Summary Attachment
Test It! Produces a Test Summary Document
Easily Attach Screen Shots as Proof of Test
Update OATS Single line Test as Pass/Fail and Create Issues
Test Manager
Test Summary

32. Curriculum Build Build continued during environment delay
Incorporated test scripts into UPK course outlines
Recorded topics using other environments
Built concept pages capturing key business process information
Incorporated the business process information
Explanations
Images and attachments
Business flows
Allowed for peer reviews to proceed
Used the re-record process to rapidly update content to align with brand standards
Challenge: Training Environment and Portal Delayed

33. UPK Training Deployment
Training courses deployed through LMS
Training outlines published to knowledge center for on-demand self-paced learning
Utilized training outline for in-application support with PeopleSoft help
Deployment Pictures

34. UPK Deployment Solution
Utilized UPK for on-line and instructor-led training
Used the See It! and Try It!
Live exercises
Selectively used Know It? mode
In-application support
Context sensitive help
Do It! and Print It!
Deployment Pictures

35. Key Benefits Time to delivery Maintenance Content Accuracy
Time saved by leveraging pre-built UPK content
Resources new to UPK were able to record and validate accurate transactional test scripts
Training development was reduced by utilizing recorded test scripts
Maintenance
Test Scripts, business process and training managed in Knowledge Library
Content Accuracy
Transaction accuracy validated during the testing phase are brought forward for training
Deployment Pictures

36. Success with UPK Success begins with planning
A strong foundation is paramount
Develop a strategy through deployment and beyond
Treat UPK as an implementation accelerator
Robust training lifecycle tool – reap the benefits!
Get expert help early in the project
Benefit from their experience
Avoid high cost of delays
Challenge: Training Environment and Portal Delayed

37. Questions?
Challenge: Training Environment and Portal Delayed