The new wave of e… Technology and All That Jazz University of West Florida March 1, 2003

1. The new wave ofe…Technology and All That JazzUniversity of West FloridaMarch 1, 2003 Gloria Gery Gery Associates Tolland, MA www.gloriagery.com ggery@attglobal.net

2. The Progression of e • Perform transactions • Get data • Manipulate data • Access facts and structured information • Learn simple things • Use utilities for generic tasks (writing, analyzing data, communicating

3. The new wave ofe… • Thinking • Collaboration • Complex Learning • Doing complex work Directly supporting the way people do these things rather than making people change to reflect the way we’ve done them on the computer in the past.

4. e Filtration Filtering resources to get just-in- time, just enough resources to people in a given context • Data • Content • Tools • Other People Filters: • The person • Profile • Preferences • Role • Authorizations, certifications, security • Goals • The process, activity or task • Data and conditions • Geography • Whatever

5. Performance is in the Weave • The problem or task is defined • All relevant variables are: • Surfaced • Integrated • Properly sequenced • The metaphorical area when things come together • When people get it and are self-sufficient • Where response is exactly right

6. Performance Development Problem • Performers must • Develop an explicit task model • Map task models to • Content • Data • Tools • Software • People

7. Problem • Each organizational unit develops artifacts based on its history • Training • Documentation • Software applications • Websites • Tools

8. Current State: A Mess People

9. Performance Development Defaults • Training • We teach out of context because we can’t get people what they need when they need it • We focus on details instead of creating conceptual models, schema and frameworks • Information • Manuals, documents and now portals • People Support • Coaching, Help Desks

10. Performance Stimulus Getting to Performance Goals R E L A T I O N S H I P S Processes Systems Tools • Performance requires... • Identification and synthesis • of relevant variables • Selection of correct processes • based on the data • Focused, filtered, well- • represented knowledge • mapped to process Concepts Data Rules Products Laws People History Procedures

11. Performance Development Problems • Integration is left to the performer using • Inquiry • Coaching • Observation and Modeling • Trial and Error with feedback • Inconsistent outcomes • It takes foreverin the current state

12. What’s Needed and Possible with e • A designed workspace • Well represented resources • Direct support for complex tasks • Transformed, filtered and fused • Data • Content • Tools • Access to People

13. Project Management Portal Integrating Data, Tools and Information within the Task Flow Project Central Tasks Add a Task: Estimate a Rough Cost Investigate material selection Build a breadboard model Select the phase to view the associated tasks. Select each task to receive options. timeline OpenIssues Add an Issue:: Concept June July May Bubbles need to be larger re: tried widening nostrilsno luck—Bill S. re: consider soapier bubbles—Bud K. Pony isn’t “cute” enough for tomorrows show—Lynne C. re: I painted the eyes blue!—Bill S. re: Look at Jim Willis’ Bucking Bronco from last year.—Lynne C. Working ReviewMay 1, 2000 SelectionJune 23, 2000 Ideate ConceptsIdentify Features Estimate a Rough CostConduct Competitive Research Sketch IdeasResearch Past Projects Courtesy of Ariel Performance Centered Systems Go to Calendar view:

14. Visual Representation of Data and Capability of Changing Views Courtesy of Ariel Performance Centered Systems Presents alternative views of data Data is represented metaphorically Icons suggest intended use

17. Represents process data with graphics Provides layered detail Uses color coded indicators

19. The Performance/Learning Cycle • Examples • Instruction • Demonstrations • Illustrations • Process Support • Wizards • Templates • Variable Manipulators • Task automation tools Learning Doing Collaborating • Peers • Experts Referencing • Content Resources • People • Data Courtesy of Ariel Performance Centered Systems, Inc. Cincinnati, OH www.arielpcs.com

20. Strategy Components • Performance Support: tools supporting process • Knowledge Management: Available, well-represented content structured and tagged for reuse • Well-represented data • Collaboration vehicles Integrated from the work – not the developer perspective

21. What’s Needed • Establish functional responsibility for performance development • Reengineer the performance development process • Develop an integrated strategy • Acknowledgement of the computer-mediated work environment • Design Models • Accountability for results

22. Task Support with Process Map