1. #watitis2014 watitis.uwaterloo.ca @watitisconf QUEST MOBILE – PROJECT OVERVIEW Nancy Pariag, RO, Records Analyst Jason Trodd, GreyHeller, Enterprise Architect Adam Wlad, IST, Information Systems Specialist

2. #watitis2014 WHO IS GREYHELLER?  Nearly 200 years of PeopleSoft engineering experience  ~100 customers; 20+ Mobile Implementations  Oracle PeopleSoft Customer Advisory Board  PeopleSoft beta test partner: PeopleTools 8.54  IBM reseller agreement

3. #watitis2014 SOFTWARE SOLUTIONS  PeopleMobile  Responsive design  Single code version: iOS; Android; Blackberry; Windows 7  Highly secure  ERP Firewall  Version Control  Single Signon

4. #watitis2014 CUSTOMERS - COMMERCIAL

5. #watitis2014 CUSTOMERS – HIGHER EDUCATION

6. #watitis2014 PEOPLEMOBILE

7. #watitis2014 PEOPLEMOBILE PC Access PeopleSoft Web Server PeopleMobile PeopleMobile Plug-in Mobile Access PeopleSoft Application Database User Interface Transaction Data Retrieval Prompting Logic Transaction Validation Data Processing Permissions

8. #watitis2014 PEOPLEMOBILE PeopleSoft Application Server Database Server PeopleSoft Web Server PeopleMobile Plug-in with Developer Studio Application Data Transformation Overriding Settings Page/Field Overrides (metadata) Page/Field Overrides (metadata) Script Injection Page Add-ons (metadata) Page Add-ons (metadata) PeopleTools Objects (metadata) Base HTML Transform

9. #watitis2014 WHAT IS QUEST MOBILE? A new student interface to Quest that launched in mid-November, 2014 This new interface simplifies and modernizes existing functionality for usage on smartphones and tablets Android, Apple, and Blackberry-based mobile devices are supported

10. #watitis2014 WHAT ARE THE BENEFITS FOR STUDENTS? Students can easily perform core Quest functionality on personal mobile devices in a secure manner 47 pages have been mobilized, providing the ability to: view grades, class schedules add, drop, and swap classes view and update CEL exam center information search for classes view and update personal information upload citizenship documentation view program and advisor information register for a GO pass

11. #watitis2014 WHAT IS THE IMPACT ON STUDENTS? Students will automatically receive the mobile rendering using the existing Quest URL when accessing Quest on a mobile device A student’s Quest Mobile session will expire after 10 minutes of inactivity – to reduce the risk of unauthorized access on a lost or stolen device The Quest full site version will also be accessible via the “Full site” link on the Quest Mobile login page

12. #watitis2014 WHAT IS THE IMPACT ON EVERYONE ELSE? The initial phase has been focused on the student experience Others (such as applicants, alumni, and faculty) will receive this message upon login

13. #watitis2014 LOGIN PAGE Simplification – Less Text!

14. #watitis2014 HOMEPAGE Modernized UI – Highly Used Pages Readily Accessible

15. #watitis2014 TERM SELECTION Simplification – 2 UI Elements Become 1

16. #watitis2014 SEARCH FOR CLASSES Simplification – 3 UI Elements Become 1

17. #watitis2014 EASE OF USE Device relevant UI elements

18. #watitis2014 SAMPLE QUEST MOBILE PAGES

19. #watitis2014 NAVIGATION

20. #watitis2014 BREADCRUMBS

21. #watitis2014 GRADES

22. #watitis2014 SEARCH FOR CLASSES

23. #watitis2014 CLASS DETAILS

24. #watitis2014 ADD CLASSES

25. #watitis2014 GO PASS

26. #watitis2014 TIMELINE 6 ½ months from the initial and production installs (Apr 23 rd and Nov 13 th ) Activities included: Testing of the initial rendering Multiple integrated tests Executing the communication plan Soliciting student tester feedback Responding to feedback and retesting Staggered rollout – installed and accessible on the 13 th for student testers; accessible to all students on Nov 19 th Additional testing for upgrade and decustomization projects that went live on Dec. 1st

27. #watitis2014 TESTING Initial testing or “Fit/Gap” Comparison of desktop and mobile renderings to ensure all data elements were present Existing test scripts guided this effort Desktop Chrome browser used to emulate mobile devices All pages tested on cellphone and tablet form factors Result of initial testing: Test scripts were updated to reflect differences These updated scripts were used for integrated testing a complete test of all 47 pages Enhancement and fix requests to reduce/rearrange UI elements or to adjust formatting Scope expanded to include additional pages – like Citizenship Document Upload, GO Pass and the Advisor and Program pages

28. #watitis2014 STUDENT TESTERS A combination of 15 grad and undergrad students from across various faculties 1 week of directed testing Students were supplied with a test script to ensure all pages were covered Feedback was also collected

29. #watitis2014 STUDENT TESTER FEEDBACK Very simple, easy. Any student should be able to use it with ease. I like the black and gold. Can’t wait to start using this! Great! Much better than fighting with the desktop version of Quest on my phone. Easier to use than Learn Mobile.

30. #watitis2014 OUR RESPONSE

31. #watitis2014 STUDENT TESTER FEEDBACK Change ‘Go’ button to something more intuitive. Icons that are most important/most used should be at the top. Change GO to menu or navigate.

32. #watitis2014 OUR RESPONSE

33. #watitis2014 BEFORE AND AFTER FEEDBACK

34. #watitis2014 STUDENT TESTER FEEDBACK I think students will use this very often, especially if it becomes an app.

35. #watitis2014 OUR RESPONSE I used a mobile app once. It was awful!!

36. #watitis2014 STAKEHOLDERS People or Units Directly/Indirectly Impacted RO, GSO, Finance, Student Awards Applicants, alumni, and staff Students (as users and testers) Student Success Office, FEDS, GSA Faculty associate deans and faculty computing departments MSC (Marketing and Strategic Communications) CHIP, IST developers in Enterprise Systems SIS, HR, and IST Management GreyHeller Committees UCIST (University Committee on Information Systems & Technology) STAC (Student Technology Advisory Committee) CTSC (Computing Technology and Services Committee)

37. #watitis2014 COMMUNICATION – PRESENTATIONS September 15 th – Student Success Office – Nancy and Adam Undergraduate Admissions Forum - Dorothy 17 th – HR Management – Nancy and Adam 25 th – SIS Management - Nancy and Adam

38. #watitis2014 COMMUNICATION – PRESENTATIONS October 7 th – RO Management – Nancy 20 th – Science Faculty Council – Nancy 31 st – RO Jumpstart – Nancy AHS Faculty Meeting – Nancy GSO staff – Tracey

39. #watitis2014 COMMUNICATION – PRESENTATIONS November 3 rd – Environment – Nancy 7 th – UCIST – Nancy and Adam 13 th – Training – Nancy 17 th – Training – Nancy Graduate Student Relations Committee – Tracey 18 th – Training – Nancy Math Faculty Council – Nancy Graduate Operations Committee – Tracey 19 th – Undergraduate Operations - Nancy 27 th CTSC – Nancy and Adam 28 th – Arts Associate Dean – Nancy

40. #watitis2014 LESSONS LEARNED Executing the communication plan requires a lot of coordination and preparation Key messages simplified communication and ensured a common message across campus Most of the implementation effort was about improving the usability of the mobile rendering Custom pages require more attention GreyHeller is very responsive to work with and has amazing UI engineers There is an unawareness of what is available in Quest Searching for a Monday class Future dated addresses Emergency contacts

41. #watitis2014 CHALLENGES Personal devices were used for testing Hard to find representative devices of various form factors and operating systems Campus WiFi is extremely poor in some administrative areas Navigation Waterloo’s customization impacted mobile testing Parallel Quest projects Bundle upgrade Decustomization of Student Center

42. #watitis2014 QUESTIONS

43. #watitis2014