1. Where USERS Make the Difference! Peer to Peer | Greater Scale | More Voices | Faster www.navug.com How to Personalize the Role Tailored Client – What you can do yourself Tom Taylor Partner Technology Advisor Microsoft Corporation

2. Where USERS Make the Difference! Personalization and More 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 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

3. Where USERS Make the Difference! Key Areas Where RoleTailoring Has High Value 1.Help employees prioritize their work 2.Let employees monitor their performance 3.Simplify navigation 4.Provide in-task decision support 5.Mimic task steps in the user experience 6.Minimize keystrokes per task

4. Where USERS Make the Difference! Goal: Role Center provides a quick overview of my job Solution: Role Center – Activities Part – Notifications Part – Charts – My Parts

5. Where USERS Make the Difference!

6. The Role Center

7. Where USERS Make the Difference! 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. Where USERS Make the Difference! Benefits Provides overview of performance – Can see effect of recent behavior – Can notice trend Change before things go wrong

9. Where USERS Make the Difference! 3. Simplify Navigation Goal: Navigation contains only frequently used lists it never scrolls Solution – Departments page and page search – List Places

10. Where USERS Make the Difference!

11. Navigation Pane

12. Where USERS Make the Difference! 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. Where USERS Make the Difference! 4. Provide In-task Decision Support Goal: More informed decisions with less open windows Solution: Fact Boxes – Display information related to the selected record

14. Where USERS Make the Difference!

15. Fact Boxes

16. Where USERS Make the Difference! 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. Where USERS Make the Difference! 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

18. Where USERS Make the Difference!

19. Action Pane

20. Where USERS Make the Difference! 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. Where USERS Make the Difference! 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

22. Where USERS Make the Difference!

23. Fast Tabs

24. Where USERS Make the Difference! 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. Where USERS Make the Difference! 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. Where USERS Make the Difference! As a Partner Start by RoleTailoring the 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 Look for opportunities – Value-add for customer–and for your vertical

27. Where USERS Make the Difference! Layers in RoleTailoring Personalization Users Configuration Power- users IT Partner Customization IT Partner Integration IT Partner ISV Extensibility Partner ISV Usability Familiarity Transactional Efficiency Flexibility Business Insight Business Insight Collaboration

28. Where USERS Make the Difference! 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