Fusion GPS Externalization Pilot Training 1/5/2011 Lydia M. Naylor Research Lead

Project Concept: Fusion GPS Externalization Pilot Problem/Opportunity – Externalize our patterns and guidelines so that customers can use them when extending their Oracle products – 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 a customer who is in the process of extending their Oracle products Charter – Observation, NOT Design

Fusion GPS Pilot: Research Objectives What’s the environment the patterns/guidelines are used in – LLNL’s design + development process, project goals, user roles What patterns/guidelines do you use How do you use them How useful are they – Developers 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

Fusion GPS Pilot: Research Project Scope Support 3 LLNL development projects – Representing a mix of experienced and new JDev/ADF developers Timing – Start: early Jan 2011 (Today) – End: Determined by quality/quantity of data collected and development project duration What we will provide LLNL – External secured pilot site of Fusion GPS (guidelines, patterns, and standards) – GPS forum and support – GPS training – No design

The Core Team Lydia Naylor, Manager User Experience – Research lead coordinating the pilot study, check in meetings, data analysis and reporting Somnath Lokesh, Senior Usability Engineer – Manning the forum, running check-in meetings, data analysis and reporting Kristin Desmond, Senior Manager User Experience Katy Massucco, Senior Manager User Experience George Hackman, Jr., Senior Director User Experience

Training Overview Project Goals (:10) Fusion Design Concepts (:30) How to Use the Fusion GPS Site (:30) Project Process (:30)

Fusion Design Concepts

Follow this link to the Design Concepts presentation: cs/UX_FusionDesignConcepts_llnl.ppt cs/UX_FusionDesignConcepts_llnl.ppt

How to Use the Fusion GPS Site

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

The Fusion GPS Site 3 Sections – Home – Design Patterns – Standards and Guidelines Global Amenities – Search – Patterns/Guidelines Survey

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

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

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

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

Project Process: Your Mission – Provide Feedback

How to Provide Feedback Orientation meeting Keep a “Daily” Log Provide feedback on patterns and guidelines you use Get Answers to Your Questions Request Office Hours Attend Meetings Usability Evaluation

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 Chuck after today’s meeting

Keep a “Daily” Log Every time you access the site log your experience Log template = Excel spreadsheet – link available from Home page Captures – What goal were you trying to accomplish? – What patterns or guidelines did you reference? Which did you use? – If you needed help, how did you get it? – Feedback Every week – Open the log template and save a copy with your last name and the coming Friday’s date. Example: Naylor_Jan7_2010 – Each Friday send the week’s log to by end of

Provide Feedback on Each Pattern and Guideline You Use Every time you use a Fusion GPS document, follow the Pattern/Guideline Feedback Survey link (in the global area of the site) Complete a few short questions on your experience – Which document did you use? – How useful was the pattern/guideline, and why? – What’s missing? Link goes to Vovici.com – external survey tool Fill out the entire survey Don’t forget to hit “Submit” Can fill it out multiple times for same document – You may use the same document for different purposes or revisit it and have more feedback

Get Answers to Your Questions Non-technical questions on the patterns and guidelines Use the Fusion GPS Pilot forum on Oracle MixFusion GPS Pilot forum Follow the Forum Rules posted thereForum Rules 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 invitations to join after the training

Office Hours Predicated by a forum post For questions that couldn’t be resolved via forum exchange Standard office hours – right after the weekly meeting

Attend Weekly Meetings Project updates – From Oracle Apps UX and LLNL 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? Scheduled for 30 mins Followed by Office Hours Will schedule 1 st one next week

Wrap Up Meetings and Usability Evaluation Wrap Up Meetings – Toward the end of our engagement with each team – Focus group/want and needs session Usability Evaluation – Heuristic Evaluation – Usability study with your end users (if time permits)

Contacts The Forum is your friend – – Overall project and process – Weekly meeting coordination – Send log file each Friday by EOD

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