Page Comparison

\uD83D\uDDD3 Date

20 Nov 2023

\uD83D\uDC65 Participants

• Ana Portlock

• Rebe James (Deactivated)

\uD83E\uDD45 Goals

• Communication (sequential; who needs to know first?) to incorporate into the plan: 1. Cheryl Ross, 2. leadership update(s) (BFS core leadership team), 3. BFS Staff, 4. BFG and committee update(s), 5. weekly digest announcement(s), 6. campus announcement, see comms distribution channels in OE space.

• Recap on projects thus far to send to Ana

\uD83D\uDDE3 Notes:

communicating OGL:

overlay of ofc.ucsd.edu, the system that we use for all financial transactions that was implemented in 2020. UC San Diego’s modern, intuitive solution to effectively plan, budget, manage, and steward the university's assets and resources https://adminrecords.ucsd.edu/Notices/2018/2018-11-7-1.html

• intended to help with user adoption - implemented a new financial system in 2020

• introduced to subject matter experts who can create content to guide through steps

• best practices, same look and feel. templates, feel the same, same branding

• what goes where, what we communicate, and how

• start with the hook: what is it and what is in it for me? what grabs their attention?

• what are the benefits? pros and cons? finding how ogl compliments and expands old support framework.

• a goal is to reduce ticket volume***

• less reliance on KBAs, support teams, etc.

ADKAR:

...

Awareness: Make employees aware of the change.

...

• Create KPIs and monitoring systems in OGL; are people still using KBAs? when can we remove them? plan for removing KBAs, monitoring activity, comms for people mgmt this, feedback loop).

• sending comms to mgmt to share and empower; thinking about source of information

  • may be start linking OGL articles in KBA articles (removing info from KBAs)

  • thanking the community; reinforcing positive behavior

  • thinking about ease of use, user experience, and what they need

  • surveys in OGL, phased approach to not overwhelm. Information that is actionable!

Resources:

• OGL vs WalkMe (Ashlyn Bernal):

  Lref gdrive file
  url https://drive.google.com/file/d/1uszj3fZ7HpVjO9ma0r0NSurgOwg1SuoF/view?usp=drive_link

• UC Riverside Intro Page: https://impact23.ucr.edu/oracle-guided-learning

  • Related communication:

    • https://impact23.ucr.edu/announcement/2023/06/15/impact23-guided-learning-update

    • https://impact23.ucr.edu/announcement/2023/07/03/guided-learning-update-guidance-manual-installation-oracle-guided-learning

• UC Merced Intro Page: https://dfa.ucmerced.edu/oracle-guided-learning

  • Related communication

    • Oracle Guided Learning Adds Support for Reports, Invoices, General Ledger

    • Oracle Guided Learning Launches with Support for Procurement

• UCSD Prelim OGL Info Gathering:

...

https://ucsdcollab.atlassian.net/l/cp/4xLms2Nu

✅ Action items

•  Ana Portlock attach UC OGL intro pages (added to resources above)
•  Ana Portlock attach the comparison of OGL/WalkMe
•  Ana Portlock send Collab tutorial to Rebe - could not find but will see if anything helpful exists
•  Ana Portlock add rebe to stakeholder meetings for next week
•  Ana Portlock add OCM comms breakdown plan
•  Ana Portlock CMS training follow-up for Rebe
•  Ana Portlock send rebe launch examples yay
•  Rebe James (Deactivated) update meeting notes
•  Rebe James (Deactivated) create CM outline for OGL project
•  Rebe James (Deactivated) review all documentation above
•  Rebe James (Deactivated) KBA to Guide Conversion Video
•  Rebe James (Deactivated) draft starting points for comm (week 2 notes)

...