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Welcome to the Simplified User Experience

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1 Wireframe Template Oracle Cloud Applications User Experience Rapid Development Kit Release 10

2 Welcome to the Simplified User Experience
This is an editable Microsoft PowerPoint-based wireframe template. It will enable you to design high-fidelity wireframes that look and feel like r10 Oracle Cloud Applications directly in a familiar tool. Review and use this template in edit mode vs. Presentation mode. You can move, edit or rename almost all design elements that appear in this template. The interface backgrounds are embedded in the slide master to make selection and alignment easier Determine the outline of your flow, choose appropriate pages and UI components, and then start designing your application.

3 Prerequisites for Release10 Simplified UI Wireframing
Review our training on Building the Right Thing & Building the Thing Right that covers: Defining concise Job Descriptions Core design principles for Oracle Cloud Applications simplified user interface (UI) Why and how to use wireframes in your design process, including wireframe practice exercises Be familiar with key Microsoft PowerPoint actions, such as how to: Select and duplicate objects Edit shape properties, size, color, font, alignment, grouping/ungrouping and bring-to-front/send-to-back actions Access and edit slide masters (backgrounds) Sketch your flows before you wireframe. Review the Simplified User Experience Design Patterns for Oracle Applications Cloud Service eBook, and use as reference. Developers should also review ADF page overlays to identify technical components.

4 Using Palettes and Components Example High-Level Flow with Annotations
Setup Using Palettes and Components Example High-Level Flow with Annotations

5 Select Contacts to Export
Component Palette PRO TIPS Make this template your own: Select a stock flow to form the basis of your PaaS flow. Review the slide backgrounds in the Slide Master to choose the most appropriate Layout Edit/Add/Remove page components to align with your flow: Use the palette or create your own slide with commonly used shapes. You can also create custom palettes by duplicating this page and adding the shapes you most often work with Turn on Gridlines to help with alignment Replace the text with your own; page titles, actions, descriptions etc., Use the callouts to document specific elements of the design Page Header text box Absence Compensation Employment Timecard Page Header Dr. Mr. Mrs. Ms. Undisclosed Simple text box & label Prefix Dr. Basic drop-down menu Search box with label & button Find Generic Button Generic Button Expanding menu Begin Assignment Worker Type Department Grade Service Full Time Employee Sales and Marketing IC1 2 Years Disabled Button Actions Select Contacts to Export Field Label Value Pairs Action button w/dropdown Infolets Close icon Graphic Infolet $4,650,000 Basic Infolet Group/Team icon 4 Unselected favorite star Selected favorite star Glance-able Information Card List View toggles Page Thumbnail for creating high level flows Square & Round Contact Icon Click path indicator Table row with data Alfred Lee Senior Director Apps Cloud Corp

6 Example: High-Level Flow with Annotation
Shows entire flow using thumbnail screenshots, click-path indicators, and call-outs A very useful approach for communicating flow after the page-level design has been worked out Step 1 – User taps Sales icon on the Springboard to access Sales functional area Step 2 – User taps Contacts icon in the Sales area Step 3 – Contacts opens in card view, and user selects Actions > Select Contacts to Export option Q for customer: What are the most common icons your reps need to see? 25-Set-2015: Card view decision confirmed by developer referring to design pattern on data collections. Step 4 – User selects the checkbox on the bottom right of contact card, then selects the view toggle to switch to list view Step 5 – User taps Create Contact button to add to the list Step 6 – User adds new contact and taps Save & Close button to return user to the contacts list view Q for developer: Does UI switch to List View automatically? Q for developer: Does UI switch to List View automatically?

7 Top-Level Pages Springboard: Quick Access to Applications and
Infolets: A Sales Manager’s Key Info at a Glance

8 Springboard: Quick Access to Applications and Functional Areas
Action Lisa sees the springboard when she first logs in for the day. She clicks the second pagination control to see her infolets. Description The user/role shown in this template is based on Lisa Jones, a Sales Manager. The springboard provides Lisa access to HCM Cloud, Sales Cloud, ERP Cloud apps and custom flows. This is the top-level start page for all the flows in the this template. Sales My Team General Accounting Map My Contacts Directory PaaS Cloud

9 Infolets – Key Information at a Glance
Action When she is finished reviewing her summary info lisa clicks the view switcher to return to the springboard. Description This Infolet page contains blend of HCM Cloud, Sales Cloud, ERP Cloud data and a custom flow. This set of infolets represents Lisa Jones’ key information in a glance-able format. Leads Opportunities My Team’s Goals 50K Conversion Rate by Quarter New Jen Jacobs Ravi Chouhan 7 Defined Aligned 8 Defined 3 Aligned Note the data visualizations shown in the Opportunities and Period Close Infolets are built using a “pie” chart with a text box over top in Microsoft PowerPoint. To edit the ratios or labels select the specific chart object and use the “edit data” option. Open 114K 1 55% 70% 45% Converted 135K Jason Blake Pat Miller 50K Rejected Q1: $1,300,678 Q2 : $1,789,432 Q2 : $967,362 7 Defined 2 Aligned 8 Defined Aligned YTD Earnings Maintenance SRs Period Close This Month Terry Luca Stella Smith 252 7 Defined 3 Aligned 7 Defined 2 Aligned $631.00K CLOSED 69% 75 Starting Balance OPEN Peter Cadand Susan Wong $808.00K 25 8 Defined 2 Aligned 8 Defined 3 Aligned CRITICAL Ending Balance Review: Nov-13 Wellness Requisitions My Wellness Goals My Activities My Competitions Calories Burned 3 New Candidates Daily Average 4 7 New Candidates in Evaluation 2 Overdue Approvals 4.0 - Active Active 2110 4.0 - Active

10 Sales > Manage Contacts
Sales Cloud Sales > Manage Contacts

11 Oracle Sales Cloud > Contacts
Actions Lisa clicks the Sales icon button to open the Sales grouping, and then clicks the Contacts icon. Description Lisa’s springboard provides easy access to her Sales Cloud, HCM Cloud, ERP Cloud , plus custom flows. Sales My Team General Accounting Map My Contacts Dashboard Leads Accounts Contacts Forecasts Accounts Contacts Activities Directory PaaS Cloud

12 Oracle Sales Cloud > Contacts: Card View
Actions (Optional) Lisa uses the Find field and/or the List filter to narrow the list of contacts. Lisa clicks the Actions button and selects the “Select Contacts to Export” option, which sets the page to select mode. Description The contacts page opens with the filmstrip showing by default. The filmstrip is a horizontal arrangement of icon buttons that appear in the Sales grouping. The filmstrip can be minimized by clicking the gripper bar at the top of the workarea. Contacts Actions Create Contact Find Name Contains List All Contacts Select Contacts to Export All A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Alfred Lee Avril Jones Bill Kermit Systems Consultant Usable Apps Sales Representative Usable Apps Systems Consultant Usable Apps Bob Smith Cole Mitchell Catherine Wisdom Systems Consultant Usable Apps Systems Consultant Usable Apps Systems Consultant Usable Apps Dave Dealey Dominic Bennet Jamie Dawson Systems Consultant Usable Apps Systems Consultant Usable Apps Systems Consultant Usable Apps

13 Oracle Sales Cloud > Contacts: Select Mode
Action In select mode, Lisa clicks the contacts she wants to export. Lisa clicks Cancel to exit selection mode. Lisa can switch the view from card view to list view by clicking the toggle buttons. Description When a contact is selected, the export action is enabled. Selection modes: Light gray = Selectable state Medium blue = Hover Dark blue = Selected Yellow start = Marked as favorite The export dialog is not shown in the template. Contacts Export ( 1 ) Selected Cancel Find Name Contains List All Contacts All A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Alfred Lee Avril Jones Bill Kermit Systems Consultant Usable Apps Sales Representative Usable Apps Systems Consultant Usable Apps Bob Smith Cole Mitchell Catherine Wisdom Systems Consultant Usable Apps Systems Consultant Usable Apps Systems Consultant Usable Apps Dave Dealey Dominic Bennet Jamie Dawson Systems Consultant Usable Apps Systems Consultant Usable Apps Systems Consultant Usable Apps

14 Oracle Sales Cloud > Contacts – List View
Actions Lisa clicks the Create Contact button to open the Create Contact page. Description Contact selections are maintained during the view switch. Selected rows will have a background highlight Contacts Find Name Contains List All Contacts Actions Create Contact All A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Alfred Lee Senior Director Apps Cloud Corp Bill Kermit Systems Consultant ` Avril Jones Sales Representative `` Bob Smith Strategy Director ` Cole Mitchell Catherinee Wisdom David Dealey Derek Peterson Strategy Director Dona Whiley Dominic Bennet Jamie Dawson Jane Jefferson John Smith Julian Henderson Jennifer Tan Load More Items 1-15 of 21 Items

15 Sales > Update Opportunities
Sales Cloud Sales > Update Opportunities

16 Oracle Sales Cloud > Opportunities
Actions From the Springboard page, Lisa clicks the Sales icon button, then clicks the Opportunities icon button in the grouping to open the Opportunities page. Lisa reviews her list of opportunities and sees that she needs to update the win probability percentage for the Database Enterprise Edition opportunity from 55% to 90%. Description The color show in the Win % column indicates the win probability: 0%–20% = Red 25%–60% = Yellow 60%–100% = Green Opportunities All Opportunities All Opportunities Create Opportunity Find List Win % Name Customer Revenue Sales Stage 55% Database Enterprise Edition Pinnacle Technologies $125,000 Qualification 65% Apex Systems DF G Green Rack Server… Apex Systems $150000 Building Vision 88% JK Steel Ultra Pro R9000 Server Pinnacle Technologies $540,000 Agreement 55% Premier Energy Z4600 Alpha Server Premier Energy $1,500,000 Discovery 65% Elite Protec Server Apex Systems $180,000 Discovery 35% JK Steel Ultra R700 Server Pinnacle Technologies $115,000 Qualification 33% V R Worlds Server Pinnacle Technologies $225,000 Qualification 65% Seffner Tech Server Apex Systems $75,000 Building Vision 33% Cool Cucumber Server Pinnacle Technologies $55,000 Agreement 35% OWL System Integrated Project Premier Energy $125,000 Discovery 40% Elite Pro Upgrade Apex Systems $1,125,000 Discovery 20% System Solutions Hardware XX4 Pinnacle Technologies $100,000 Qualification 33% Alpha Server Apex Systems $85,000 Qualification

17 Oracle Sales Cloud > Edit Opportunity
Action Lisa updates the win probability from 55% to 90%, and then clicks Save and Close to finalize her changes and return to the originating page. Description After Lisa returns to the previous page, she sees that the Win % indicator number and color would update to reflect changes. View Save and Close Cancel Edit Opportunity: Database Enterprise Edition: Summary * Name Database Enterprise Edition Currency USD Pinnacle Technologies * Revenue 125,000 * Customer Win Probability % 55 * Sales Stage Qualifications 08/10/15 * Close Date Sales Method Standard Sales Process Open Revenue Items Add Revenue Item Type Product UOM Quantity Price Revenue Qualifications

18 My Team > Team Info Card View and List View
HCM My Team > Team Info Card View and List View

19 Oracle HCM Cloud > My Team
Actions Lisa wants to review information for members of her sales team, so she clicks on the My Team icon button in the My Team grouping. Description In this case, Lisa is viewing only a relevant subset of all the available HCM Cloud functionality that are relevant to her sales manager role. This set is contained in the My Team grouping. Sales My Team General Accounting Map My Contacts Performance Team Compensation Team Talent Career Development Goals Reputation My Team Directory PaaS Cloud

20 Oracle HCM Cloud > My Team > Card View with an Open Panel Drawer
Action After Lisa reviews the card info, she wants to review a company policy document. She clicks the Actions panel drawer tab to see a set of contextual links. Lisa clicks the flip arrow at the bottom right of the team cards to view additional team info. Description To close the panel drawer, click the Actions panel tab again. The panel drawer can be enabled in any work area, but is only shown in this flow in the template. My Team Related Links Filter: Entire Team Person Name Sort By Company Policy Documents Compare Employee Resources Manager Resources Performance Appraisal Training Workforce Reports and Analytics Jen Jacobs Ravi Chouhan Jason Blakeman Sales Representative Sales Representative Sales Manager Contact Contact Contact Location and Time Location and Time Location and Time San Francisco, CA 13:42 GMT -8 San Francisco, CA 13:42 GMT -8 San Francisco, CA 13:42 GMT -8 5 Directs 5 Directs 5 Directs Stella Smith Pat Miller Terry Lucca Sales Manager Sales Associate Sales Representative Contact Contact Contact Location and Time Location and Time Location and Time San Francisco, CA 13:42 GMT -8 San Francisco, CA 13:42 GMT -8 Redding, UK 21:42 GMT 5 Directs 5 Directs 5 Directs

21 Oracle HCM Cloud > My Team: Back of Cards
Action In order to facilitate her work of comparing information across team members, Lisa clicks the List View toggle button to view Team information in a list. Description <Add your own descriptive text here. My Team Filter: Entire Team Sort By Person Name Jen Jacobs Ravi Chouhan Jason Blake Sales Representative Sales Manager Sales Associate Assignment Worker Type Department Grade Service Full Time Employee Sales and Marketing IC1 2 Years Assignment Worker Type Department Grade Service Full Time Employee Sales and Marketing IC1 2 Years Assignment Worker Type Department Grade Service Full Time Employee Sales and Marketing IC1 2 Years 5 Directs, 2 Total Stella Smith Pat Miller Terry Lucca Sales Manager Sales Associate Sales Representative Contact Contact Assignment Worker Type Department Grade Service Full Time Employee Sales and Marketing IC1 2 Years Assignment Worker Type Department Grade Service Full Time Employee Sales and Marketing IC1 2 Years Assignment Worker Type Department Grade Service Full Time Employee Sales and Marketing IC1 2 Years Location and Time Location and Time San Francisco, CA 13:42 GMT -8 San Francisco, CA 13:42 GMT -8 Redding, UK 21:42 GMT 5 Directs, 2 Total

22 Oracle HCM Cloud > My Team > List View
Action Lisa clicks the Actions menu to see a list of options. After Lisa reviews the info, she clicks the Home icon button in the global header to return to the Springboard page. Description <Add your own descriptive text here. My Team Filter: Entire Team Sort By Person Name Jen Jacobs Sales Representative Assignment Worker Type Service Full Time Employee 5 Years Department Grade Location Sales and Marketing IC3 Austin, Texas Absence Compensation Employment Timecard Ravi Chouhan Sales Manager Assignment Worker Type Service Full Time Employee 5 Years Department Grade Location Sales and Marketing IC3 Austin, Texas Jason Blake Sales Associate Assignment Worker Type Service Full Time Employee 5 Years Department Grade Location Sales and Marketing IC3 Austin, Texas Pat Miller Sales Associate Assignment Worker Type Service Full Time Employee 5 Years Department Grade Location Sales and Marketing IC3 Austin, Texas Terry Lucca Sales Manager Assignment Worker Type Service Full Time Employee 5 Years Department Grade Location Sales and Marketing IC3 Austin, Texas Stella Smith Sales Representative Assignment Worker Type Service Full Time Employee 5 Years Department Grade Location Sales and Marketing IC3 Austin, Texas

23 My Team > Review Performance
HCM My Team > Review Performance

24 Oracle HCM Cloud > Performance: Expanded View
Action From the Springboard page, Lisa clicks the My Team icon button, then clicks the Performance icon button in grouping to open the My Team’s Performance Evaluation page. Lisa reviews the summary info, then clicks the expand arrow next to Jen Jacobs to view detailed information about Jen’s performance. Lisa clicks FY2015 – Annual Review to view the details for Jen Jacobs performance. Description <Add your own descriptive text here. My Team's Performance Evaluation 3 of 7 Evaluations Complete in Total 1 of 4 Annual Reviews Complete 1 of 1 Mid-Year Reviews Complete 1 of 1 Project Reviews Complete FY2015 – Annual Review Status Next Task Final Rating Open Manager Evaluation of Worker Not Yet Rated Tasks Left 4 Remaining Days 4 Jen Jacobs Sales Representative Worker Self-Evaluation Completion Date 30/Sep/2015 View Manager Evaluation of Worker Remaining Days 4 Continue Share Performance Document Remaining Days 20 Begin Manager Discussion with Worker Remaining Days 30 Begin Set Next review Period Goals Remaining Days 40 Begin FY2015 – Annual Review Status Next Task Final Rating Open Share Documented Performance Not Yet Rated Tasks Left 3 Remaining Days 7 Ravi Chouhand Sales Manager

25 HCM Cloud > Performance: Update Ratings
Action From the Competencies information tile, Lisa reviews Jen’s ratings and updates the Manager rating for Customer Focus. Lisa clicks Save and Close to return to the originating page. Description <Add your own descriptive text here. Jen Jacobs: FY2015 – Annual Review Save Save and Close Cancel Task Manager Evaluation of Worker Attachments None Remaining Days 4 Competencies Competencies Section Rating and Comments Employee Manager Participant 3 / 4 Ratings Entered Total Weight 100% 3 / 4 Comments Entered (3) Goals Sort By Name Show All Comments Add 4 / 4 Ratings Entered Adapting to Change Target Employee Manager Participant 4 / 4 Comments Entered Weight % 25 Competencies (3) Employee Complete Customer Focus Manager Complete Target Employee Manager Participant Participants Complete Weight % 25 Overall Summary Employee Complete Influencing and Negotiating Target Employee Manager Participant Manager Complete Participants Complete Weight % 25 (3) Building Relationships Target Employee Manager Participant Weight % 25 (3)

26 General Accounting > Review Finance Reports
ERP General Accounting > Review Finance Reports

27 Oracle ERP Cloud > General Accounting
Action Lisa wants to review the Global Sales Revenue Report. She clicks Financial Reports in the General Accounting grouping. Description <Add your own descriptive text here. Sales My Team General Accounting Placeholder Dashboard Leads Financial Reports Directory Getting Started PaaS for SaaS

28 Oracle ERP Cloud > Financial Reports: List View
Action Lisa marks the Global Sales Revenue report as a favorite by clicking the star icon. Lisa then clicks on the report name to open the visualization. Description <Add your own descriptive text here. Financial Reports Find Name contains List All Reports Global Sales Revenue Report Category: Sales Interactive Sunburst to explore sales revenue by region and quarters Status: Successful previous run Trial Balance Report Category: General Ledger Status: Successful previous run Lists period debits, period credits, start balances and end balances organized by accounting segments Invoice Audit Report Category: Receivables Status: Successful previous run Lists invoices to review and audit organized by customer and invoice creation date

29 Oracle ERP Cloud > Financial Reports: Sunburst Visualization
Action Lisa clicks sections of the visualization to drill into specific data and uses the filter option checkboxes to filter the data. Lisa clicks on the Close button (x) to return to the list of reports. Description The sunburst visualization opens in a dialog. Create this visualization by using the Doughnut chart component in Microsoft PowerPoint. Click the object, and then select the Edit Data option. Financial Reports Name contains Find List All Reports Global Sales Revenue Report Interactive Sunburst to explore sales revenue by region and quarters Category: Sales Status: Successful previous run Category: General Ledger Category: Receivables Trial Balance Report Lists period debits, period credits, start balances and end balances organized by accounting segments Lists invoices to review and audit organized by customer and invoice creation date Invoice Audit Report Global Sales Revenue Report Note the sunburst visualization is built using a layered set of “donut” charts in Microsoft PowerPoint. To edit the ratios or labels select the specific chart object and use the “edit data” option. World Regions  Asia Pacific  Europe  Middle East  North America  Latin America

30 Custom REST Flow Map My Contacts

31 Oracle PaaS Cloud > Customer Flow: Map My Contacts
Action Lisa wants to view her contact’s location on a map, so she clicks on the “Map My Customers” icon button on the springboard to open her custom PaaS application. Lisa clicks a contact name to center the map on that customer’s location. Description <Add your own descriptive text here. Map My Contacts Find Name or Location contains Alfred Lee Senior Director Redwood City, California Alfred Lee Senior Director Redwood City, California Alfred Lee Senior Director Redwood City, California Alfred Lee Senior Director Redwood City, California Alfred Lee Senior Director Redwood City, California Alfred Lee Senior Director Redwood City, California Alfred Lee Senior Director Redwood City, California Alfred Lee Senior Director Redwood City, California Alfred Lee Senior Director Redwood City, California Alfred Lee Senior Director Redwood City, California Alfred Lee Senior Director Redwood City, California Load More Items of 21 items

32 Connect with Us Oracle.com/usableapps Blogs.Oracle.com/vox
Blogs.Oracle.com/usableapps YouTube: oracleusableapps UsableApps on Facebook Usable Apps on LinkedIn Usable Apps on Storify


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