Using Oracle s User Productivity Kit (UPK) Record It! Wizard. A Lean Approach for Training Development and User Adoption

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1 Using Oracle s User Productivity Kit (UPK) Record It! Wizard A Lean Approach for Training Development and User Adoption

2 INTRODUCTIONS Kathy Jacobs, Organizational Change Partner Avery Wills, Learning and Development Associate ACT, Inc.

3 Using the Record it Wizard! WHAT DOES THIS MEAN?

4 The Wizard: Launches limited client functionality supporting an untrained user in recording system transactions Automatically stores content in the Record It folder Developer access remains with the UPK developer who finalizes and publishes content

5 Our Set UP UPK 11.1 Professional, ESP 2 Set permissions for Record-It folder access Record-It SMEs granted author rights; limited folder permissions Record-It SMEs added to a Test User Group that enables access to Test instance of the player Record with Auto-record turned on

6 Our Process Updated standards document Documented Admin user process for supporting wizard use Documented simple process for wizard users In-person support for first time wizard use & profile set up Wizard user imports the standard options.opc file

7 Lean The core idea is Maximize customer value while minimizing waste. Simply, lean means creating more value for customers with fewer resources. - Lean Enterprise Institute:

8 9 Types of DeadlyWaste Defects Errors Overproduction Waiting Unnecessary Transport Over-processing Excess Inventory Excess Motion Underutilized people Confusion

9 Using the Record it Wizard! WHAT MAKES IT LEAN

10 Preventing Defects & Errors The user SME is involved in use case development and solution enters a best practice training topic

11 AvoidingOverproduction & Excess Inventory UPK intrinsically addresses overproduction, even withoutthe Record It! Wizard. Single recording provides multiple training and testing outputs, serving many uses No separate training instance produced Online training interface reduces hardcopy training/testing materials production Our Lean processaddsinvolving the SME: allows us to identify the exact outputs needed. We don t create or edit for what we don t need.

12 Reducing Waiting The Wizard allows the SME to immediately perform the initial edit reducing the time from recording to publication. SME self-correction avoids rework that can result from misunderstanding and error that can arise from third party editing.

13 Addressing Unnecessary Transport We have 2 Record It! Wizard developer licenses on stand alone laptops in a workroom. SMEs can reserve time in the UPK workspace to work quietly away from their normal area. SMEs can check out a laptop to be able to bring the recording to the unit/equipment where work must happen

14 Preventing Over-Processing & Under- Utilization of People Using the wizard prevents duplication of effort by avoiding the need to train a developer to perform a task the SME already knows It optimizes the use of both the SME and the UPK Developer/Administrator resource to make the best use of each party s knowledge and skills.

15 Avoiding Excess Motion We make our Record It! SMEs members of a test group with access to a test instance of the Knowledge Center. They can log in to review and test final edits, reducing face to face meetings and unnecessary creation of hard copy materials for editing.

16 Preventing Confusion SME use of the wizard is lean for adoption. The SME feels ownership of the training content and is best able to support existing team members and support new staff as they join the work group.

17 DEMO

33 Advantages Increased efficiency in content development process Reduced team roles from 1 Admin + 4 developers to 1 Developer/Admin + SMEs as needed SMEs like to use the tool themselves and are invested in the result.

34 MoreAdvantages SME involvement means: Tasks are documented within context performed, not generically Documenter SMEs willingly to be trainers Self-service documentation encourages maintaining up-to-date training content Supports moving from corporate training resource to locally managed training

35 Questions

Agile PLM UPK. Agile Help Menu Integration Guide. v9.3

Agile PLM UPK. Agile Help Menu Integration Guide. v9.3 Agile PLM UPK Agile Help Menu Integration Guide v9.3 Part No. E16112-01 July 2009 Oracle Copyright Copyright 1995, 2009, Oracle and/or its affiliates. All rights reserved. This software and related documentation