Post on 15-Aug-2015
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Program Agenda
Introductions
UPK Overview
Benefits of Using UPK with Primavera
What Primavera and UPK Offer
Recap and Q&A
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Getting to Know You Introductions
How many use UPK? What do you currently use UPK for? What Primavera applications are used? How do you currently develop Help/Training?
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Develop, customize, and publish online learning, documentation, and support content for all Enterprise Applications
Single-Source Platform
What is Oracle User Productivity Kit UPK Overview
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At a Glance
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
UPK Overview
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The Development Process
Outline Record Review Edit Publish
UPK Overview
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Outline Content
Setup users and access rights Develop library organization Create books Build hierarchies
UPK Overview
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Easily Manage Users and Access Rights
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Standard Windows Functionality and Navigation
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Automated Document Management and Control by User
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Quickly Build Outlines Through Toolbars and Menus
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Metadata and Document Properties Allow Additional Flexibility
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Keep Track of Related Documents
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Record Content
Create topics Launch targeted applications Start UPK recorder Click away
UPK Overview
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Automatically Record Content
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Review Content
Verify process flows Identify extra/missing frames Verify action areas Provide pier reviews
UPK Overview
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Preview Content without Publishing
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Edit Content
Add/delete frames and alternate paths Add custom text/explanations Adjust/add action areas Adjust frame timing
UPK Overview
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Publish Content
Customize publishing styles Select output formats Select options
UPK Overview
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Benefits of Using UPK with Primavera
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Why Use UPK with Primavera
Reduced content development time Increased user adoption Single-sourced content Standardized outputs Centralized knowledge
Benefits of Using UPK with Primavera
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Save Time
Standard creation from scratch
UPK creation from scratch
Pre-Built & UPK to customize
Procedures (assume average complexity of 22 steps)
100 100 100
Days to create procedure w/one full-time employee (includes research, dev, QA, and editing)
2.5/day .89 .25 - .50
Total dev time in FTE-days 250 89 25 – 50
Savings 65% 80 - 86%
Benefits of Using UPK with Primavera
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70%
16%
13% 1%
Effective User Adoption
Organizational Change
Process Alignment
Software Functionality
NeoChange Survey
Achieve Success with User Adoption Benefits of Using UPK with Primavera
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Regain Control with Single-Source Content
Make updates/changes in one place Eliminate inconsistencies and time wasted by duplication Built-in document and version control
Benefits of Using UPK with Primavera
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Publish Once with Templates
Simplified publishing Publish and walk away Standard and consistent content
across outputs Deployable as a website
Benefits of Using UPK with Primavera In-app support
Presentations
Training Materials
User Testing
Process Docs
Websites
Oracle UPK
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What’s New Guides Pre-Built Content Training Courses Sales Materials
PGBU UPK Library
How Primavera Uses UPK Benefits of Using UPK with Primavera
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How UPK Benefits You
Reduce content development time On-board new employees Reduce training costs Increase user adoption Reduce support calls Facilitate upgrades and new software implementations Track performance
Benefits of Using UPK with Primavera
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What Primavera and UPK Offer
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UPK Pre-Built Content for Applications
Source content developed by the application’s documentation teams Documented best practices Used stand-alone or as a starting point for process customization Updated content through maintenance
What Primavera and UPK Offer
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Primavera Pre-Built Content
P6 Enterprise Project Portfolio Management 8.2 P6 Enterprise Project Portfolio Management Reporting 8.2 P6 Progress Reporter 8.2 Contract Management 14 Portfolio Management 9.0
What Primavera and UPK Offer
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The Breakdown What Primavera and UPK Offer
Sections Topics
P6 Enterprise Project Portfolio Management 8.2 34 172
P6 Enterprise Project Portfolio Management Reporting 8.2 7 48
P6 Progress Reporter 8.2 8 30
Contract Management 14 17 93
Portfolio Management 9.0 12 51
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P6 EPPM 8.2 What Primavera and UPK Offer
Navigating in P6 Creating a Baseline Managing Dashboards Creating Portfolios
Creating a Project Executing the Project Importing and Exporting Data Analyzing Portfolios
Creating a Work Breakdown Structure Reviewing Timesheet Data Using the Team Member Web
Application Using Portfolio Views
Adding Activities Using the Reports View Managing Resources and Roles Using Capacity Planning
Using Calendars Displaying Project Data Assigning Resources and Roles Administering P6
Creating Relationships Managing Risks Using High-Level Resource Planning
Creating Users and Setting Security
Scheduling Managing Issues Analyzing Resource Usage Using Default Settings and Preferences
Assigning Constraints Managing Documents Filling Unstaffed Assignments Defining Publication Periods
Optimizing the Project Using the Project Workspace
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P6 EPPM Reporting 8.2 What Primavera and UPK Offer
Navigating and Working with Reports in BI Publisher
Working with Reports in P6
Working with Data Models
Using BI Publisher Desktop and Excel Analyzer
Using Layout Editor
Working with P6 Sample Reports
Using BI Publisher with P6 Analytics
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P6 Progress Reporter 8.2 What Primavera and UPK Offer
Opening a Timesheet
Adding Activities to the Timesheet
Viewing Activity Details
Updating Activities
Communicating With the Project Manager
Submitting a Timesheet
Resubmitting a Timesheet
Displaying the Activities View
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Contract Management 14 What Primavera and UPK Offer
Introduction to Contract Management Awarding Procurement Items
Creating a Company Directory Managing Contracts, Purchase Orders, and Trends
Creating a Project Using Change Management
Working with Drawings Managing Payment Requisitions
Communicating Project Information Using the Approval Process
Logging and Tracking Submittals Customizing Layouts
Documenting Project Issues Using the Safety Module
Recording Project Communications Connecting to a P6 Schedule
Managing Project Costs
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Portfolio Management 9.0 What Primavera and UPK Offer
Overview and Navigation Using Workflows
Using Processes Creating Processes
Using Forms Creating Scorecards
Using Scorecards Creating Portfolios
Using Investor Maps Creating Investor Maps
Using Workbooks Using Dashboards
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Other Oracle Pre-Built Content Packs
JD Edwards EnterpriseOne and World E-Business Suite PeopleSoft Siebel Fusion Agile
What Primavera and UPK Offer
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Select UPK Sort by Description
E-Delivery
Where to Get It What Primavera and UPK Offer
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What’s Coming
Enable application support and provide pre-built content for: – Unifier – Enterprise Track
Content updates with new releases – Pre-built content updates targeted within 90 days of GA – What’s new is now posted on OTN
What Primavera and UPK Offer
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The Basics
Easy to use and deploy Create and deploy multiple assets through single authoring session Standardize document output Supports geographically dispersed organizations Applies across Oracle & non-Oracle applications
Recap and Q&A
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The Benefits
Reduced content development time Increased user adoption Single-sourced content Standardized outputs Centralized knowledge Track performance
Recap and Q&A
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The Contents
P6 EPPM 8.2 P6 EPPM Reporting 8.2 P6 Progress Reporter 8.2 Contract Management 14 Portfolio Management 9.0 Unifier *Coming Soon* Enterprise Track *Coming Soon*
Recap and Q&A
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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.