2023-12-01

OGL Training language (to incorporate into our comms):

• Focus: Resource roles and commitments defined across different project stages, focused on defining the project plan with clear governance, roles, and responsibilities.

• Refine: the focus of this stage is selecting, reviewing, and refining the OGL content to ensure alignment with UC San Diego’s requirements (i.e., Blink and KBA pages).

• Enable: occurs when the Cloud solution goes live and will involve monitoring activities and content to ensure successful deployment to the production environment and checks and balances in place for content sign-off.

• Mature: Though the preceding stages ensure OGL is a success from day one, the Mature stage ensures OGL is an integral part of our business strategy through user feedback, analytics, and upgrade cycles.

Open

Kick-off notes (OCM work):

• Focusing on the what:

  • what is OGL?

    • OGL is an overlay on the browser

    • works independent of the cloud applications

    • understands user behavior in the application and presents content

    • has no direct communication with the cloud application

    • does not require user accounts to be created

• focusing on the why of the initiative:

  • why digital transformation and organizational change are vital to UCSD BFS

    • opportunity to bring into focus the vision of empowered users and operational excellence

    • modern and easy-to-use system for understanding BFS content and resources

    • To do:

      • define goals for each stage

      • build out meeting agendas (e.g., add an activity for engagement)

Kick-off Meeting Agenda:

1. overview of the OGL cloud service and implementation process

2. Identify holders of key roles and responsibilities; sets the tone and clarifies roles + responsibilities

   1. clarify roles and responsibilities for each team member

   2. why each person matters: reiterate the interdependencies of each member’s contribution, leading to faster Cloud adoption and enhanced user experience.

3. Review training plan and digital learning assignment

4. determine appropriate meeting cadence based on timelines

   1. establish frequency and format of collaborations

   2. determine your project governance approach (content is consistent!)

Open

Creating OGL Content (Highlights/Overview Outline | What to Cover):

1. Getting started with Content Creation

   1. Creating Content (homepage tile and create button)

   2. Using the Full editor

   3. creating a Smart Tip

   4. creating a Beacon

   5. creating a Message

2. Content Activation

   1. Creating a Simple Condition

   2. Creating an Advanced Condition

   3. Creating a Time Condition

   4. Creating a Multi-tip-step

3. Working with OGL Content Types

   1. Creating a Mobile Guide

   2. Creating a Process Guide

   3. Creating Training Item

   4. Creating a Survey

   5. Creating a Task List

   6. Creating a Hotspot

   7. Creating a Launcher

Focus Phase

• Learn option takes you to the learning center of OGL; provides “micro-learning” videos to learn more about basic OGL functionality.

• spice things up with the “beacon” button to draw attention to a key feature with an animate visual element.

• Help widget>getting started display group>helpful tours

• OGL User Guide: https://docs.oracle.com/en/education/oracle-university/guided-learning/user-guide/index.html

• OGL Knowledge Articles Guide: https://docs.oracle.com/en/education/oracle-university/guided-learning/ogl-faq/#Oracle%C2%AE-Guided-Learning

• OCCC for Guided Learning: https://community.oracle.com/customerconnect/categories/oracle-guided-learning

• recommend to teams that they define how teams will collaborate and communicate.

“perfection is the enemy of good” and that’s why we keep our friends close, but our enemies closer

Refine Phase

• defining the scope; to define the goals, deadlines, and deliverables

  • define deliverables in terms of KPIs, such as content item usage, distribution of content types, and user sentiment

• OGL Analytics

• recommended timeline: prioritize the testing and customization of OGL content

• Fusion Quarterly releases (C):

Stages and Key Activities: