Fusion GPS Externalization Pilot Training 3/1/2011

2. Fusion GPS ExternalizationPilot Training 3/1/2011 Lydia M. Naylor Research Lead

3. The Core Team • Lydia M. Naylor, Manager User Experience • Managing Pilot program, related training & feedback • Peter Picone, FSGBU, Director of User Experience • Managing UX group interactions, MIX forum, etc. • Shannon Sieber, Sr. Principal User Experience Designer • Coordinating logistics: check ins, review sessions, etc. • Rahul Dhide, Principal User Interaction Designer • Ashish Tibrewal, Principal User Interaction Designer

4. Project Concept: Fusion GPS Externalization Pilot • Problem/Opportunity • Externalize our patterns and guidelines so that customers can use them when extending their Oracle products or partnering with Oracle on development • Before we do this we need to understand • How customers will use them • How useful they are to customers • What they will need to be successful • What we would have to provide to make this work • Solution • Run a pilot with customers who are in the process of extending their Oracle products

5. Fusion GPS Pilot: Research Objectives • What is the environment in which the patterns/guidelines will be used? • NAB’s design + development process, project goals, user roles • What patterns/guidelines do you use? • How do you use them? • How useful are they? • UX Team’s feedback • Our assessment of design • End user feedback on design • What do you need to be successful? • What information is missing? • What type of training/support do you need to use the information? • Would additional design or usability support be useful? • What do we need to provide to make this work?

6. Fusion GPS Pilot: Research Project Scope • Support one NAB Design Project • Representing a mix of R2B & R3 design efforts • Timing • Start: March 1st, 2011 • End of data collection: determined by quality/quantity of data collected • What we will provide NAB • External secured pilot site of Fusion GPS (guidelines, patterns, and standards) • GPS forum and support • GPS training • What we will not provide • Direct design support to the project

7. Training Overview • Project Goals • Fusion Design Concepts • How to Use the Fusion GPS Site • Project Process

8. Fusion Design Concepts

9. Follow this link to the Design Concepts presentation: • http://usableapps.oracle.com/gps/fusion/fusiongps/docs/UX_FusionDesignConcepts_NAB.ppt

10. How to Use the Fusion GPS Site

11. Agenda • Overview of site • Overview of document types • How to find what you’re looking for • Of Special Note

12. The Fusion GPS Site • http://usableapps.oracle.com/gps/fusion/fusiongps/index.htm • 3 Sections • Home • Design Patterns • Standards and Guidelines • Global Amenities • Search • Patterns/Guidelines Survey

13. Document Types • RCUX (Rich Client User Experience) Usage Guidelines • Standards for common ADF UI components • Fusion Applications Usage Guidelines • Address gaps in the RCUX guidelines or describe features specific to Oracle Fusion Applications • Design Patterns • Common flow or page designs that are used across all Oracle Fusion Applications product families

14. Anatomy of a Fusion UI Design Pattern • Example: Detail on Demand • Pattern Set • Description • Patterns Contained in this Set • Pattern Set Decision Table • Pattern • Description • Key Considerations • Pattern Set Decision Table • Pattern Sample • Required Screen Elements • Related Guidelines

15. How to Find What You’re Looking For • Left-hand navigation • DeFT (design filter tool) • Search

16. Of Special Note • Majority of design patterns and guidelines have been updated to reflect the most recent Fusion designs • A small number could not be updated in time for the pilot • There may be some inaccuracies • If you need to use these documents, let us know via the forum

17. Project Process:Your Mission – Provide Feedback

18. How to Provide Feedback • Orientation meeting • Provide feedback on patterns and guidelines you use • Use the forum to get answers to your questions • Attend check in meetings (we’ll attend your meetings with the FIN GBU UX team on a monthly basis)

19. Orientation Meeting • Walk us through your application • User, their goals and tasks • Where are you in the project • What are your goals • Will set this up with Shannon after today’s meeting

20. Get Answers to Your Questions • Non-technical questions on the patterns and guidelines • Use the Fusion GPS Pilot forum on Oracle Mix • Follow the Forum Rules posted there • Select “Post a Topic” and “Question” • About the forum • Private group • Very very simple functionality • No embedded URLs • No formatting • No file upload • You will receive information about how to join after the training

21. Attend Check In Meetings • We will attend the check in meetings you have with the FIN GBU UX team on a monthly basis • Agenda • Project updates • From Oracle Apps UX and NAB • How’s the site working for you? • How’s the feedback process working for you? • Is there anything you need that you’re not getting from the site? • Shannon will provide details for our attendance

22. Wrap Up Meetings • Wrap Up Meetings • Toward the end of our engagement with the team • Walkthrough of the design • Focus group/want and needs session

23. Contacts • The Forum is your friend • https://mix.oracle.com/groups/22533/ • Lydia.Naylor@oracle.com • Overall Fusion GPS pilot project and process • Peter.Picone@oracle.com • Specific pattern use • UX review sessions

24. Q & A For Internal Use Only – Fusion Apps Internal Training For Internal Use Only – Fusion Apps Internal Training