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 Oracle BI Training Oracle Bi Applications Training End User Training Best Practices: Strategy, Development, Delivery Challenges and Risks to Avoid Expedite Training Efforts with OIBEE End User Training Tool Kit 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 Business Intelligence Architect / Admin Oracle Database: Introduction to SQL Business Intelligence Infrastructure Admin Oracle WLS 12c Admistration I Oracle BI 11g R1: Create Analyses and Dashboards Oracle BI Publisher 11g R1: Fundamentals Oracle Endeca Information Discovery 2.3: Getting Started Oracle BI 11g: New Features and Exalytics Oracle BI 11g R1: Create Analyses and Dashboards Oracle BI 11g R1: Build Repositories Oracle BI 11g: New Features and Exalytics Oracle Exalytics Administration Seminar Oracle BI 11g: Introduction to System Administration SSC Oracle BI 11g::Upgrade and New Features Oracle Exalytics Administration Seminar
Learning Path: Oracle BI Applications Business Intelligence Architect / Admin Oracle BI Applications 7.9.6 Implementation for CRM Oracle BI App.lications 7.9.6 Implementation for EBS or 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 IT Support Oracle Essbase 11.1.2 for System Administrators 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
"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. - Grant Shaw, VP Operations, DA Consulting Group
Importance of Training Users Gartner Studies 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 Copyright 2008 Oracle. All rights reserved.
Preparing End Users For Your Implementation Who? How? End User Training What? Why? When? Where?
Building a Solid Training Plan Delivery Content Strategy
Building a Solid Training Plan
Best Practices ALIGNMENT Implementation Lifecycle DESIGN BUILD PRODUCTION Strategy Content Delivery
Best Practices ALIGNMENT Implementation Lifecycle DESIGN BUILD PRODUCTION Training Needs Analysis Training Strategy Detailed Training Plan Training Management Strategy
Best Practices ALIGNMENT Implementation Lifecycle DESIGN BUILD PRODUCTION Define Training Optimum Needs Learning Analysis Methods Pinpoint Training User Training Strategy Gaps Detailed Identify Training and Address Plan Barriers Define Development Training & Training Management Timelines Strategy Training Training Content Classroom Content & Online Business Process Business Documentation Process Documentation Real Tasks and Scenarios Reflects Best Practice Content
Best Practices ALIGNMENT Implementation Lifecycle DESIGN BUILD PRODUCTION Define Training Optimum Needs Learning Analysis Methods Pinpoint Training User Training Strategy Gaps Detailed Identify Training and Address Plan Barriers Define Development Training & Training Management Timelines Strategy Training Standard Content Classroom Format & Online Align Business with Business Process Processes Documentation & Roles Real Audit Tasks and Compliant Scenarios Reflects Best Practice Content End User Training Train-the-Trainer & Instructor Skills Workshops Knowledge Measurement Delivery
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
How are your end users trained? No Training Generic Training Classes End User Training Program Oracle University End User Toolkits
What is the Toolkit? The Oracle Business Intelligence End User Toolkit from Oracle University Efficiently develop end user training. Maximize benefits from Oracle BI application deployment. Key benefits Leverage the power of Oracle Baseline Content Learn from Oracle s training and instructional design experts Equip your team with best practices from the beginning Establish effective standards at the beginning of your project Execute your training plan in less time
What is the Toolkit? V.S.
Toolkit Key Components Content expertise Best Practices Jump Start Collaboration + Copyright 2012, Oracle and/or its affiliates. All rights reserved. 23
Out of the Box Content Two courses included in Toolkit: Create Analyses and Dashboards Course Navigate Dashboards Course Self-Paced elearning Instructor Led Training Content
Editable Oracle Training Content Create Analyses and Dashboards Classroom Presentation Instructor >> & Student >> Agenda >> Guide Quick Reference Card Copyright 2012, Oracle and/or its affiliates. All rights reserved. 25
Editable Oracle Training Content Navigate Dashboards elearning Track: Simulations >> Quick Reference Card ILT Track: Classroom Presentation Instructor >> & Student >> Agenda >> Guide Quick Reference Card Copyright 2012, Oracle and/or its affiliates. All rights reserved. 26
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
Summary ALIGNMENT Implementation Lifecycle DESIGN BUILD PRODUCTION Strategy Content Delivery
Oracle University: Committed to Your Success 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
Q & A
Custom End User Fixed Package Dashboard Navigation Simulation Create Analyses & Dashboard Workshop 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 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 Copyright 2012, Oracle and/or its affiliates. All rights reserved. 32
EUT Toolkit and Engagement Comparison Toolkit BI EUT Toolkit 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 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 Custom Services 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 Copyright 2012, Oracle and/or its affiliates. All rights reserved. 33