<Insert Picture Here>

Tutor and UPK: Productive Day ONE!

Stuart Dunsmore Sr. Director, Tutor & UPK Development

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 Oracles products remains at the sole discretion of Oracle.

2007 Oracle Corporation Proprietary and Confidential

Program Agenda
Implementation or Upgrade Objectives Importance of Training User Documentation Benefits of Good Documentation Oracles Solution Architecture Customer Comments The Future of Documentation at Oracle Partner Customer Successes
<Insert Picture Here>

2007 Oracle Corporation Proprietary and Confidential

Implementation or Upgrade Objectives

Automate Key Processes Implement New Functionality Improve Flexibility Improve Response Time Improve Management Reporting Optimize Business Performance Gain Competitive Edge Increase Productivity

Key User Question:

How do I do my job with this new software?

2007 Oracle Corporation Proprietary and Confidential

Importance of Training
Gartner Studies
Survey of 437 companies 76% of users substandard
Sub Standard Failing

Support Costs

Source: 2003 Meta Group, Inc

Untrained users require 3 to 6 times more support than trained users

Decreased Productivity
Untrained user may take up to 5 hours to achieve the same skill level that it takes a trained employee 1 hour to achieve

2007 Oracle Corporation Proprietary and Confidential

User Documentation - a Little History

Must be easy to create and maintain!
1970s Typewriter & copier paper & binders 1980s DOS based word-processing paper & binders - flowcharts 1990s WYSIWYG paper & binders flowcharts & screenshots - Web 2000s Web based multi-media flowcharts & interactive simulations - NO MORE PAPER Reflects the approved model: current or future state Is distributed to all affected employees Has a standard format across the organization Is audited regularly Is easy for employees to use! ! !

Good User Documentation:

2007 Oracle Corporation Proprietary and Confidential

Benefits of Good Documentation

Manage Change
Provide users and managers confidence in job execution Effectively train new hires or new users Roadmap for continuous improvement

Minimize Risk
Users run applications as designed Key organizational information is documented folklore

Address Compliance
Fulfill compliance requirements Deploy standards Reduce audit costs

Increase Productivity
Users reach productive levels faster
2007 Oracle Corporation Proprietary and Confidential

Oracles Solution
Oracle Tutor and UPK are documentation and productivity tools that companies use to create material to support their end users throughout the application life cycle. Tutor & UPK comprise three components.
Software Tools

Model Content

Proven Method

2007 Oracle Corporation Proprietary and Confidential

Oracles Solution
Key to Productive Day ONE
Develop Future State Model

Oracle Method
Implementation Phasing
Envision Inception Elaboration Construction

CRP

Transition

Production

YES
Develop User Documentation

NO

2007 Oracle Corporation Proprietary and Confidential

What is Tutor?
Author & Publisher

People to People

Easily develop, deploy, & maintain end-user business process documentation Develop in MS Word for rapid uptake Key Automated Features Flowcharting HTML conversion Role base Desk Manuals Task numbering Distribution updating

Model Documents Baseline procedures - Were all better critics than writers!!

2007 Oracle Corporation Proprietary and Confidential

Many Ways to Access Tutor Content

2007 Oracle Corporation Proprietary and Confidential

Tutor Business Process Flows

All Processes > Top Level
Start Process
Procure to Pay. (1)

Process > Procure to Pay

Process
All Processes
People to Paycheck. (4) Start

Process
A

Sub Process > Analyze to Agreement Sub Process

Author to Publish Tutor Documents. (7) Material Process > Procure to Y passes inspection? Pay

Process
Campaign to Cash. (2)

Sub Process Process

Analyze to Agreement Project to Profit. (5) (1)

End
N

Supplier Return to Procedure Replacement (5) Adding Suppliers (4)

Procedure
Changing Approved Supplier List Item Data (7)

Start Procedure
Supplier will be Material Requirements providing Planning (1) replacement?

Sub Process
Supplier Invoice to Payment (6) Changing Supplier Data (5) End

Procedure

Process
Contract to Renewal. (3)

Process Sub Process

Period End Close to Requisition to Receipt Financial Reports. (6) (2)

Y A

Procedure
Deleting Suppliers from Approved Supplier List (8)

N Procedure

Sub Process
Inspection to Disposition (3)

Selecting Supplier (2) Supplier Return to Debit (4) Adding Suppliers to Approved Supplier List (6)

Sub Process

Procedure End
Sub Process > Requisition to Receipt

Procedure

Evaluating Supplier Performance (3)

2007 Oracle Corporation Proprietary and Confidential

Tutor Business Process Documentation

Adding Suppliers
Start AP Supvr Requester
Complete Supplier Maintenance form. (1) Request missing info. (4) > Submit Request Supplier requests nonstandard payment terms unfavorable to company?

VP Finance
Evaluate request for nonstandard payment terms. (9) N A Supplier has been placed on hold? Y

Requester
Forward form to AP Supvr. (2)

AP Supvr
Record info on Supplier Maintenance form. (5) Y

VP Finance
Forward Supplier Maintenance form to AP Clerk. (10) A

AP Clerk
File supplier maintenance documentation. (13)

AP Supvr AP Supvr
Verify that all required supplier info complete. (3)

AP Supvr
Determine whether nonstandard payment terms requested. (6)

Evaluate request for nonstandard payment terms. (7)

AP Clerk
Add supplier to database. (11) **Manual Control** > Suppliers

End

AP Supvr
Deliver Supplier Maintenance form to VP Finance. (8) Paperwork complete? N **Manual Control**

AP Clerk
Retain supplier maintenance documentation in supplier maintenance pending file. (14)

AP Clerk
Notify Requester that supplier has been added to database. (12)

End

2007 Oracle Corporation Proprietary and Confidential

Tutor Content
Model Document Starter Kit
More than 450 baseline procedures & supporting documents Multiple Functional Areas Financials Procurement Human Resources Order Management Inventory Manufacturing Project Management

2007 Oracle Corporation Proprietary and Confidential

What is UPK?
UPK Developer

People to System

Easily develop, deploy, & maintain interactive application simulations Discrete recording tool with Oracle Application object recognition (all Applications Unlimited products) Online & paper based documentation One source to many outputs DHTML Simulations, MS Word & PDF for easy deployment Multiple Uses Implementation aide Stand alone, pre and post go-live training In-application performance support Integrate with Learning Management System (SCORM, AICC) Or use built-in usage tracking

2007 Oracle Corporation Proprietary and Confidential

Tutor Documents Link to UPK Content

Links to UPK simulations interactively describing what the user needs to do in the application

2007 Oracle Corporation Proprietary and Confidential

UPK Playback Options

See It Try It Know It Do It

2007 Oracle Corporation Proprietary and Confidential

UPK Try IT Mode

2007 Oracle Corporation Proprietary and Confidential

UPK Do IT Mode

Sits on top of live application

2007 Oracle Corporation Proprietary and Confidential

UPK Usage Tracking

2007 Oracle Corporation Proprietary and Confidential

UPK Paper Documents

5 document types from a single source

2007 Oracle Corporation Proprietary and Confidential

UPK Content
Enterprise Modules
Human Resources Payroll for North America Benefits Administration Time & Labor ePay eProfile eBenefits ePerformance Learning Management General Ledger Receivables Payables Asset Management Project Costing Contracts Grants Expenses Student Administration Planning and Budgeting Order Management Billing Purchasing Inventory eProcurement Reporting Tools for HRMS Reporting Tools for Financials/ESA and Supply Chain Management Reporting Tools for Campus Solutions Fundamentals for HRMS Fundamentals for Financials/ESA and Supply Chain Management Fundamentals for Campus Solutions

EnterpriseOne Modules

*Applications

General Ledger Accounts Payable Accounts Receivable Inventory

Manufacturing PDM Procurement and Subcontract Management Fundamentals

Development Now Building EBS and Siebel Modules

2007 Oracle Corporation Proprietary and Confidential

Tutor & UPK Architecture

Tutor
Your Custom Tutor Procedures

Oracle Collab Suite Model Documents Tutor Author Tutor Publisher

Oracle Collab Suite Oracle Apps

UPK
Oracle Apps Local Server UPK Developer Your Custom UPK Client Content End User Community

2007 Oracle Corporation Proprietary and Confidential

Oracles Solution
Key to Productive Day ONE
Develop Future State Model

Oracle Method
Implementation Phasing
Envision Inception Elaboration Construction

CRP

Transition

Production

YES
Develop User Documentation

NO

2007 Oracle Corporation Proprietary and Confidential

The Future of Documentation at Oracle

Adding Suppliers
Start AP Supvr Requester
Complete Supplier Maintenance form. (1) Request missing info. (4) > Submit Request Supplier requests nonstandard payment terms unfavorable to company?

VP Finance
Evaluate request for nonstandard payment terms. (9) N A Supplier has been placed on hold? Y

Requester
Forward form to AP Supvr. (2)

AP Supvr
Record info on Supplier Maintenance form. (5) Y

VP Finance
Forward Supplier Maintenance form to AP Clerk. (10) A

AP Clerk
File supplier maintenance documentation. (13)

AP Supvr AP Supvr
Verify that all required supplier info complete. (3)

AP Supvr
Determine whether nonstandard payment terms requested. (6)

Evaluate request for nonstandard payment terms. (7)

AP Clerk
Add supplier to database. (11) **Manual Control** > Suppliers

End

AP Supvr
Deliver Supplier Maintenance form to VP Finance. (8) Paperwork complete? N **Manual Control**

AP Clerk
Retain supplier maintenance documentation in supplier maintenance pending file. (14)

AP Clerk
Notify Requester that supplier has been added to database. (12)

BPA Business Process Architect UPK Tutor

End

2007 Oracle Corporation Proprietary and Confidential

Productive Day ONE

Right Tools Tutor & UPK Right Approach
Develop Solution in CRP Document Solution in CRP Deploy Documentation Train End Users Test End Users

Result: End Users knows how to do their jobs, Day ONE!

2007 Oracle Corporation Proprietary and Confidential

 2007 Oracle Corporation Proprietary and Confidential

Case Study: Investors Bank & Trust

Seeded Tutor processes leveraged as baseline for developing future process model Baseline updated through various iterations of solution development In parallel, system procedures and test scripts were developed directly from UPK Leveraged integration from Tutor to UPK for when business process included steps in Oracle Application Solution Project team leveraged UPK for documentation and end user training Tutor provided platform for process training and depiction of the complete Big Picture Productive Day ONE Integration of Tutor and UPK provide comprehensive process solution for internal governance, compliance, and ongoing training Footprint included Financials, Projects, Human Resources, Benefits, iRecruitment

2007 Oracle Corporation Proprietary and Confidential

2007 KBACE Technologies, Inc.

Case Study: Gyrus

Implementation included 9-10 multi-site, consolidation of two companies onto single business and technology platform UPK leveraged for end user training and documentation built from typical project system test scripts Project team realized Tutor provided a natural compliment to capture non-system related processes Integration of Tutor and UPK provided the natural end state of Productive Day ONE with platform for ongoing training, documentation, and process governance Footprint included Financials, Product Lifecycle Mgmt, Discrete Mfg, Order Mgmt, Pricing, Sales, Teleservice

2007 Oracle Corporation Proprietary and Confidential

2007 KBACE Technologies, Inc.

Oracle Tutor & UPK Together!

Productive Day ONE

2007 Oracle Corporation Proprietary and Confidential

The preceding 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 Oracles products remains at the sole discretion of Oracle.

2007 Oracle Corporation Proprietary and Confidential