2023-11-28 Meeting notes: ICA

Topics Discussed on Tue 11/14/2023

Oracle Guided Learning Roles and Responsibilities

Ana

• Q) Do we have the right people in the right roles?

• Q) Does anyone need additional training?

  • Q) What is on your list and how are you prioritizing your Guides?

• KBAs Flagged for OGL & Base Guides Selected

• Applying Roles to Guides

  • Q) What do you plan to develop and by when?

11/28/23

• Introduce/meet the team and stakeholders.

• ask questions and implement feedback

Ana/Rebe

• Rebe introduction: change management lead

• Meetings w/ stakeholders

• Collect user imput (3 main questions; who, what when)

  • Q) Who are your stakeholders? How do we identify them?

    • GRC items: Nick, Rick, mostly team.

    • How do you find an invoice - that could be entire campus financial community (likely teams that do accounting)

    • Journal entry creators/approvers

  • Q) What is the best method of communication?

    • weekly digest?

    • management call on thurs at 11am to about 150 people (Fund mgmt office hours) on a regular cadence

      • best practices spread through word of mouth

      • should we promote existing office hours or should we promote new OGL hours?

        • one spot to get all OGL information

          • broadly covering OGL topics

  • Q) How to best communicate resolution to pain points (OGL to the rescue)?

    • moving away from KBAs and promoting OGL

    • how to reach our audience?

    • selling points:

      • what’s in it for me as a campus user?

      • walk through experience, provide as much information in a streamlined and summarized way

      • info message pop ups; user driven

      • guiding users to OGL guides specifically

      • pop up with widget explanation; option for user to explore (option to show information to specific roles)

      • link to select beginner courses

• Launch date/plan (develop schedule..) courses/guides/sessions with subject matter experts)

• setting stage for phases of implementation

• detailed schedule of activities (agenda, outcome, lay it all out)

  • Q) What types of activities would be the most helpful for users?