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Adventist Health System Uses UPK to Overcome Development Challenges

Adventist Health System Uses UPK to Overcome Development Challenges. Oracle Open World 2014. About Your Presenters. Clayton Alves. Joel Thilburg. 20+ y ears of f unctional e xpertise i mplementing Oracle a pplications Change management and organizational r eadiness

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Adventist Health System Uses UPK to Overcome Development Challenges

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

  2. About Your Presenters Clayton Alves Joel Thilburg 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 • 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

  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. 45 Hospital campuses operated in 10 states 1973 Adventist Health System was established 70,000 Employees and physicians 4.5 million+ Patients served annually 16 Skilled nursing facilities 22 Home health and hospice agencies

  6. 8,300 Licensed Beds 500+ Physician Offices 7.4 billion+ Total Operating Revenue 7.1 billion+ Expenses

  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

  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 UPK

  16. Utilize UPK through the Training Lifecycle

  17. Establish Training Development Approach

  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 MasconeWest.

  21. Executing the Plan

  22. Evaluate • How can UPK be leveraged across the project lifecycle UPK Strategy: The Key To Success Plan • UPK Strategy for all Project Phases Train • UPK Developer and OATS Training Install and Administer • UPK Installation, Administration, Standards and Branding • Build, Record, Edit, Publish and Deploy Develop and Deploy

  23. Oracle Pre-built Content Development Starting Point – Reduce Test Script Creation Time UPK Project Centerpiece 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 • UPK • Developer • Jumpstart • Training • UPK Installation and Technical Support • UPK Administration Training • UPK • Testing Integration • UPK • and • OATS Training • UPK Development Standards & Training • UPK Development Mentoring

  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

  26. UPK Design and Standards • Created UPK Developer Standards • Created Developer Standards Guide and Trained Developers on Best Practices • UPK Demo • Created Demo course to demonstrate the deployment options of the UPK Player

  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

  28. UPK Appearance • Created custom publishing category • Customized documentation templates to reflectthe corporate brand standards

  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

  30. UPK Testing Strategy Import Tests with Link Publish Test It!

  31. UPK Testing Create Content in Developer Published UPK Testing Library Oracle Application Testing Suite Test Matrix Test It! Player Execute Test 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

  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

  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!

  35. Key Benefits • Time to delivery • 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

  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

  37. Questions?

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