User Productivity Kit Drives User Productivity at Stanford University January 19, 2010 Marc Hebert and Praveena Padiyar Complex Applications Made Easy

Agenda  The Importance of Training End Users  What is UPK?  UPK “As Delivered”  UPK “At Stanford”  Context -sensitive Help Screen Shots  Using Oracle Application Framework  For PeopleSoft Time & Labor  Implementation Effort  Feedback from End Users  Benefits to Stanford © 2009 Estuate, Inc. 2 Confidential

The Importance of Training End Users Of the 437 companies that responded to a Meta Group survey, 76% face user competency challenges related to their ERP system* © 2009 Estuate, Inc. 3 Confidential * Source: Meta Group 2003

Importance of Training End Users © 2009 Estuate, Inc. 4 Confidential  Excessive Support Cost  Untrained users require 3-to-6 times more support than trained users*  Decreased Productivity  Untrained users take up to 5 hours to achieve the same skill level that it takes a trained employee 1 hour to achieve* * Source: Gartner

What is UPK? © 2009 Estuate, Inc. 4 Confidential  Oracle User Productivity Kit  A Web-based training tool  An interactive learning environment  Option to learn by performing tasks yourself  Instructions to learn an application quickly  Context-sensitive Help

What is UPK? © 2009 Estuate, Inc. 4 Confidential  UPK is available for:  Oracle E-Business Suite  PeopleSoft Enterprise  JD Edwards  Siebel  Agile  Demantra  UPK License Price*  User Productivity Kit – $17,500  User Productivity Kit Professional – $25,000 * Oracle Corporate Price List

UPK “As Delivered” (Version 3.1.7) © 2009 Estuate, Inc. 5 Confidential  Context-sensitive help for core applications  4 different playback modes when published:  See It!  Try It!  Know It?  Do It!  Ability to generate:  Job Aids  User Manuals  Learning Management System- LMS Packages  HTML Pages

UPK “At Stanford” © 2009 Estuate, Inc. 6 Confidential  Customized context-sensitive page for:  A custom application built using Oracle Application Framework (OAF)  PeopleSoft Time & Labor  5 different playback modes in online help  See It  Try It!  Do It!  Read It! – Linked to corresponding Job Aid  Print It! – Linked to corresponding HTML page  Stanford Training And Registration System (STARS)  See It!  Know It?

Context-sensitive Help Using Oracle Application Framework © 2009 Estuate, Inc. 7 Confidential

See It! © 2009 Estuate, Inc. 7 Confidential See It! mode enables the user to learn by watching an animated demonstration and tasks being performed in a simulated environment. As tasks are performed, information is provided explaining the steps being performed. User can pause, restart, go back and forward the simulation using the play bar. This is a customization by Estuate.

Try It! © 2009 Estuate, Inc. 7 Confidential Try It! mode enables the user to learn a task by practicing in a stimulated environment with step-by-step instructions and guidance throughout the task. If the user makes a mistake, he is prompted to try again.

Do It! Read It! & Print It! © 2009 Estuate, Inc. 7 Confidential  Do It!  With Do It! Mode, users are guided through a task while they perform it in the live application. This unique mode makes it possible to accomplish real work while learning  Read It!  The user reads help content through html pages  Print It!  The user prints Job Aids for help topics

Context-sensitive Help Using Oracle Application Framework © 2009 Estuate, Inc. 7 Confidential Users can choose from five different presentation modes: See It! Try It! Do It! Read It! Print It! 3 Nodes List Help Topics

Context-sensitive Help Using Oracle Application Framework © 2009 Estuate, Inc. 7 Confidential Node 1: Contextual Help lists the help topics for page the user is working on when he clicks on help.

Context-sensitive Help Using Oracle Application Framework © 2009 Estuate, Inc. 7 Confidential Node 2: Helps user to understand and complete the most common tasks in the application.

Context-sensitive Help Using Oracle Application Framework © 2009 Estuate, Inc. 7 Confidential Node 3: Click the node to view all the help topics.

Context-sensitive Help Using Oracle Application Framework © 2009 Estuate, Inc. 7 Confidential User can select any topic and click either See It!, Try It! or Do It!

Context-sensitive Help for PeopleSoft Time & Labor © 2009 Estuate, Inc. 7 Confidential

Implementation Effort © 2009 Estuate, Inc. 7 Confidential  The total effort for UPK implementation (105 topics) for a custom Oracle application at Stanford was 15 weeks  The total effort for UPK implementation (15 topics) for PeopleSoft Time & Labor was 6 weeks

Feedback from End Users © 2009 Estuate, Inc. 7 Confidential  “Navigation in Help is easy with forward and back buttons”  “I like being able to learn at my own pace”  “I like that I can go back and re-read a topic”  “I like being able to view all the Help topics in one place”  “I love the fact that Help has different modalities”

Benefits to Stanford © 2009 Estuate, Inc. 7 Confidential  Training cost is reduced  More than 400 users have easy access to training help for the custom application  More than 10,000 users have easy access to training help for PeopleSoft Time & Labor  Classroom training is drastically reduced, thereby improving employee productivity  End users can learn on their own pace and test their skills online

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