Prepare Your Business Users to Make the Most of Oracle...

Oracle Business Intelligence (OBI) Preparing Your Business to make the most of Oracle BI Increase Productivity, Business Efficiency & User Adoption

John Hough – Principal Education Solutions Consultant

Agenda

z Oracle BI Training z Oracle Bi Applications Training z End User Training Best Practices: Strategy, Development, Delivery z Challenges and Risks to Avoid z Expedite Training Efforts with OIBEE End User Training Tool Kit z Questions and Answers

Oracle Business Foundation Suite

Who takes which BI Foundation Courses?

• Reports Developers • Architects/Admins (The people who set up the data source, etc) • DataWarehouse Administrators • Infrastructure System Administrators • Functional Users (Custom Training)

– Super / Power Users – Report Creation – End Users – Dashboard Navigation

Learning Path: Oracle Business Intelligence

Business Intelligence Reports Developer

Oracle Database: Introduction to SQL

Oracle BI 11g R1: Create Analyses and Dashboards

Oracle Endeca Information Discovery

2.3: Getting Started

Oracle BI 11g: New Features and Exalytics

Business Intelligence Architect / Admin

Oracle Database: Introduction to SQL

Oracle BI 11g R1: Create Analyses and Dashboards

Oracle BI 11g R1: Build Repositories

Oracle BI 11g: New Features and Exalytics

Oracle BI Publisher 11g R1: Fundamentals

Business Intelligence Infrastructure Admin

Oracle WLS 12c Admistration I

Oracle BI 11g: Introduction to System

Administration SSC

Oracle BI 11g::Upgrade and New Features

Oracle Exalytics Administration Seminar

Oracle Exalytics Administration Seminar

Learning Path: Oracle BI Applications

or

Business Intelligence Architect / Admin

Oracle BI Applications 7.9.6 Implementation for

CRM

Oracle BI App.lications 7.9.6 Implementation for

EBS

Oracle BI Applications 11g: Implementation

using ODI

Learning Path: Oracle Essbase Oracle Essbase Business User

Oracle Hyperion Smart View 11.1.2

for Essbase

Oracle Essbase Developer

Oracle Essbase 11.1.2 Bootcamp

(11.1.2.1)

Oracle Essbase 11.1.2: Calculate Block Storage

Databases Oracle Essbase 11.1.2: Deploy

Aggregate Storage Databases

Oracle Essbase 11.1.2 for System Administrators

Oracle Essbase IT Support

Oracle Essbase 11.1.2 for System Administrators

Oracle Essbase Studio 11.1.2: Create

and Manage Data Structures

Hyperion Web Analysis 11.1.2: Design Reports

Preparing End Users for Go-Live

- Grant Shaw, VP Operations, DA Consulting Group

"It doesn’t really matter if you have the best system in the world, if your end users don’t know how to use it, it’s essentially useless.”

Copyright © 2008 Oracle. All rights reserved.

Importance of Training Users

• Survey of 437 companies • 76% of users were using their

application in a failing or substandard manner

Reduce Support Cost • Trained users require 3 to 6 times less support

Increased Productivity • Trained users are 5 times more productive

Gartner Studies

Who?

What?

When?

Where?

Why?

How?

End User Training

Preparing End Users For Your Implementation

Strategy

Delivery Building a Solid Training Plan

Content

Building a Solid Training Plan

Strategy Content Delivery

Best Practices

BUILD DESIGN ALIGNMENT PRODUCTION Implementation Lifecycle

Strategy

Training Strategy

Training Needs Analysis

Detailed Training Plan

Training Management

Best Practices

BUILD DESIGN ALIGNMENT PRODUCTION Implementation Lifecycle

Strategy

Define Optimum Learning Methods

Pinpoint User Training Gaps

Identify and Address Barriers

Define Development & Training Timelines

Content

Training Content

Business Process Documentation

Reflects Best Practice

Best Practices

BUILD DESIGN ALIGNMENT PRODUCTION Implementation Lifecycle

Strategy

Detailed Training Plan

Training Management

Content

Training Content Classroom & Online

Business Process Documentation

Reflects Best Practice

Real Tasks and Scenarios

Training Strategy

Training Needs Analysis

Strategy

Define Optimum Learning Methods

Pinpoint User Training Gaps

Identify and Address Barriers

Define Development & Training Timelines

Content

Standard Format

Align with Business Processes & Roles

Audit Compliant

Reflects Best Practice

Delivery

End User Training

Knowledge Measurement

Best Practices

BUILD DESIGN ALIGNMENT PRODUCTION Implementation Lifecycle

Content

Training Content Classroom & Online

Business Process Documentation

Reflects Best Practice

Strategy

Detailed Training Plan

Training Management

Real Tasks and Scenarios

Train-the-Trainer & Instructor Skills

Workshops

Training Strategy

Training Needs Analysis

Challenges and Risks

1. Strategy Lack of a clear strategy for addressing end user training

needs, including clear objectives and measurable goals 2. Resources

Lack budget, time, resources, experience 3. Support

Lack clear executive sponsorship and support

End User Training Options

No Training

Generic Training Classes

End User Training Program

How are your end users trained?

Oracle University End User Toolkits

What is the Toolkit?

The Oracle Business Intelligence End User Toolkit from Oracle University z Efficiently develop end user training. z Maximize benefits from Oracle BI application deployment.

z Key benefits z Leverage the power of Oracle Baseline Content z Learn from  Oracle’s  training  and  instructional  design  experts z Equip your team with best practices from the beginning z Establish effective standards at the beginning of your project z Execute your training plan in less time

What is the Toolkit?

V.S.

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 23

Toolkit Key Components

+

Content expertise Best Practices Jump Start Collaboration

Out of the Box Content

zTwo courses included in Toolkit:

z Create Analyses and Dashboards Course z Navigate Dashboards Course

z Self-Paced eLearning z Instructor Led Training Content

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 25

Editable Oracle Training Content Create Analyses and Dashboards

>> >> >> Classroom Presentation

Instructor & Student

Guide Agenda

Quick Reference

Card

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 26

>> Simulations Quick

Reference Card

>> >> >> Classroom Presentation

Instructor & Student

Guide Agenda

Editable Oracle Training Content—Navigate Dashboards

Quick Reference

Card

eLearning Track:

ILT Track:

Enablement Design Workshop Tailored to meet customer needs

Planning Decision Making

• Modified Training Needs Analysis • Incorporating Blended Learning • Tactical Plan for Implementing Company Training Strategy

Content

Baseline or Tailored

• Where to use baseline content vs. what to customize • Best Practices for content development • Collaboration to prepare examples of End User Training content • Style Guide incorporating customer preferences

Delivery • Train the Trainer

How Does it Fit in? Implementation Team End Users

Oracle owns content Customer owns content

Strategy Content Delivery

Summary

BUILD DESIGN ALIGNMENT PRODUCTION Implementation Lifecycle

For more information, contact Oracle University U.S. at 1.800.529.0279

to locate your Education Sales Rep

John Hough 865-466-7795

John.hough@oracle.com

Oracle University: Committed to Your Success

A Q &

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 32

• Instructor led, 2 day workshop

• Leveraging customers application and data.

• Sample of topics:

• Using the Analysis Editor Interface

• Creating an analysis

• Applying formulas and filters

• Working with analysis results

• Formatting analysis

• Customizing analysis views

• Designing a dashboard

• Working with prompts

• Working with briefing books

Custom End User Fixed Package Dashboard Navigation Simulation

• Self  paced  simulation  training  on  customer’s  BI  EE  

application. • Approximately ½ hour in length • Focus on basic navigation of dashboards • Sample of topics:

• Navigating dashboards • Setting, saving and applying prompts • Printing from a dashboard • Exporting data • Setting a default dashboard

Create Analyses & Dashboard Workshop

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 33

Custom Package

• Usually limited to one subject area

• Uses your OBIEE environment and data

• Oracle consultants do all development

• Oracle consultant delivers the Analyses and Dashboard class

• Fixed price package

• Baseline content • Can use either your customized

environment or sample environment

• Can be adapted for multiple subject areas

• Oracle consultants provide coaching to get you started on planning and customizing

• Customer delivers classes to end-users

• Fixed price

• Totally custom based on customer needs

• Can be as many subject areas or user groups as needed

• Uses your OBIEE environment and data

• Price varies

EUT Toolkit and Engagement Comparison Toolkit Custom Services BI EUT Toolkit