How to Personalize the Role Tailored Client – What you can do yourself

1. How to Personalize the Role Tailored Client – What you can do yourself Tom Taylor Partner Technology Advisor Microsoft Corporation

2. Personalization and More • Personalization • Done by user • Hide/show elements for me • Fine-tailor my user experience to fit my way of working • Customization • Done by partner • Builds additional elements and user experience (UX) building blocks • Create new user profiles • Configuration (“Mass-personalization”) • Done by power-user (or partner) • Hide/show elements for a User Profile • Maintain each User Profile to stay aligned with the company processes

3. Key Areas Where RoleTailoring Has High Value • Help employees prioritize their work • Let employees monitor their performance • Simplify navigation • Provide in-task decision support • Mimic task steps in the user experience • Minimize keystrokes per task

4. 1+2. Show Work Ahead and Performance • Goal:Role Center provides a quick overview of my job • Solution: Role Center • Activities Part • Notifications Part • Charts • My Parts

6. DEMO The Role Center

7. 1. Help Employees Prioritize Their Work Benefits • People get a quick overview of the work ahead • See their processes with key “inboxes” • Can prioritize what to attack next • People become aware of exceptions • Don’t miss important messages

8. 2. Let Employees Monitor Their Performance Benefits • Provides overview of performance • Can see effect of recent behavior • Can notice trend • Change before things go wrong

9. 3. Simplify Navigation • Goal:Navigation contains only frequently used lists it never scrolls • Solution • Departments page and page search • List Places

11. DEMO Navigation Pane

12. 3. Simplify Navigation Benefits • Navigation based on “hubs” • Simple Navigation Pane • Doesn’t scroll • Simple structure to learn for new people • Activity Buttons group links for specific activity • No jumping between modules during task • Saved Views • No need to build filter every time • Power-users build for people who can’t

13. 4. Provide In-task Decision Support • Goal: More informed decisions with less open windows • Solution:Fact Boxes • Display information related to the selected record

15. DEMO Fact Boxes

16. 4. Provide In-task Decision Support Benefits • In Task Pages • Bring in key fields from other pages • No need to open more windows • Don’t forget to check... • Saves keystrokes for every task • In List Places • Helps identify that correct record is selected • Shows relevant information about record • Can often process without opening

17. 5. Mimic Task Steps in the User Experience • Goal:Sequence is explicit, process is understood • Solution:Action Pane • Custom action groups • Selection and sequencing of actions

19. DEMO Action Pane

20. 5. Mimic Task Steps in the User Experience Benefits • Easy to communicate changed process • Less training required • Easier for new people to learn • Easier for internal people to substitute for each other • Are reminded of sequence • See just the fields needed • More agile work force

21. 6. Minimize Keystrokes Per Task • Goal:Show only fields that are relevant to each user • Solution • Showing only relevant FastTabs and fields • Sequence of FastTabs and fields • Making fields ”additional” • FastTab summaries

23. DEMO Fast Tabs

24. 6. Minimize Keystrokes Per Task Benefits • Shows only typical fields for user profile • Few keystrokes to TAB through page • Easy for new people to learn which fields to use • Room to show multiple FastTabs expanded • No need to flip between tabs • Room to show summaries • Summary fields • Saves keystrokes to check every time

25. As a Customer • Expect your partner to provide a RoleTailored solution • List what you need and what’s most important • You know your business, your processes, and your users • Tell your partner! • You should never let users work on an “Role Tailored Client” (RTC) solution that has not been RoleTailored • Train and help power-users help others • Show people how to personalize

26. As a Partner • Start by RoleTailoringthe RTC for each User Profile; only then will users get the full value of the RTC • Build task-specific pages that fully support key tasks in the vertical industry • Use the right tools for the right task • Pages • Charts • Reports • Leverage the integration capabilities of the RTC • Lookfor opportunities • Value-add for customer–and for your vertical

27. Layers in RoleTailoring Transactional Efficiency Flexibility Business Insight Business Productivity Familiarity Collaboration Usability

28. Conclusion • Efficient RoleTailoring • Involve people who do the work. ”Configure” user profiles • Focus on specific areas • Help employees prioritize their work • Let employees monitor their performance • Simplify navigation • Minimize keystrokes per task • Provide in-task decision support • Mimic task steps in the user experience • Use partner where value-add is highest: Custom elements