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Don’t Customize, Just Personalize!

Don’t Customize, Just Personalize!. Jan 17, 2008. Prabhakar Pooskur Dharmang Purohit. TIBCO Software Inc.

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Don’t Customize, Just Personalize!

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  1. Don’t Customize, Just Personalize! Jan 17, 2008 Prabhakar PooskurDharmang Purohit

  2. TIBCO Software Inc. • Headquartered in Palo Alto, California, TIBCO Software Inc. (NASDAQ:TIBX) provides enterprise software that helps companies achieve service-oriented architecture (SOA) and business process management (BPM) success. • With over 3,000 customers and offices in 40 countries, TIBCO has given leading organizations around the world better awareness and agility–what TIBCO calls The Power of Now®. • Visit www.tibco.com for more information

  3. Presentation Objectives • Business Goals • Business Challenges • Implementation Approach • Personalization Features • Activating Personalization… • Business Scenarios • Benefits • Lessons Learnt • References • Questions

  4. Business Goals Reduced cost of maintenance Increase efficiency of end users Add business processes that give strategic advantage Superior ownership experience

  5. Business Challenges Enhance UI without many customizations Facilitate faster data entry, reduce complexity Enforce adherence to business processes Solutions with fast turnaround time, scalable, easy to maintain

  6. Implementation approach Configuration vs Personalization vs Extensions

  7. Personalization Features

  8. Activating personalization… • Activating 11.5.10 Self Service Personalization

  9. Activating personalization… • Navigating to 11.5.10 Form Based Personalization

  10. Business Scenarios • 11.5.10 Self Service Personalization • Access to Global Expenditure Policy on Internet Expenses home page • Guiding user on the process for requesting new supplier creation in Internet Procurement • Hide unused fields from Internet Procurement application • 11.5.10 Form Based Personalization • Preventing accidental delivery of an unformatted PO to supplier during PO approval • Preventing unnecessary tax variance on Invoices in AP • Preventing data entry errors during blanket PO releases

  11. Benefits • Helps achieve faster streamlined process • Helps in enforcing adherence to organization’s business processes • Aids in building faster, simpler solutions for SOX related requirements • Hands more control to functional team for designing the business logic and UI changes • Ability to design user and responsibility specific solutions • Ability to change Oracle provided UI and business logic without violating any support agreements

  12. Lessons Learnt • Access • Personalization is a powerful tool, access to fewer users will ensure efficient tracking of personalization changes done in your application. • Testing • Personalization should not be performed in production instances directly. • Upgrades/Patches • Upgrades and patches *MAY* change the underlying filenames and location, hence the need to test personalization changes subsequently. • Migration • Migration using standard oracle practices will ensure that the metadata of your personalization changes remains intact and can be reapplied if lost during upgrades or patches.

  13. References • 11.5.10 Form Based Personalization The below note consolidates links to all relevant user guides and training materials. Metalink Note - 279034.1 • 11.5.10 Self Service Personalization Metalink Note - 308872.1

  14. Ubex Corporation • Ubex Corporation is a premier provider of end-to-end solutions based on Oracle Applications. • Visit www.ubex.com for more information • Ubex is an Oracle Certified Partner

  15. Ubex Corporation • Ubex Booth • Visit Booth # 37 today at the Exhibitor Hall • Enter for a chance to win Nintendo Wii !!! • Other Ubex Presentations • Automating segregation of duties verification through ICM (Track 8, Room 202 at 8:00 AM) • Leveraging OCS and Oracle SOA (BPEL) to automate document management (Track 15, Room 203 at 11:00 AM) • iExpense Approval Limits Automation at Yahoo! (Track 5, Room 206 at 2:30 PM) • Don't customize, just personalize! (Track 14, Grand Ballroom G at 4:00 PM)

  16. Q & A’s

  17. End - Thank You -

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