​Emoji :calendar_spiral: Date

​Nov 28, 2023

​Emoji :busts_in_silhouette: Participants

  • ​

  • ​

  • ​

  • ​

  • ​

  • ​

  • ​

  • ​

  • ​

  • ​

​Emoji :goal: Goals

Agenda:

  • Review List for OGL Development

  • Discuss Progress

  • Agree on Timeline

Action Items:

  • Send any names to Ana to add/edit roles

  • Create a list for OGL development

  • Prioritize the list

  • Prepare to discuss the timeline

​Emoji :speaking_head: Discussion topics

Time

Item

Presenter

Notes

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?

​Emoji :white_check_mark: Action items


​ Use feedback to create OCM project comms timeline
​ to add questions and scenarios to the Q+A table: https://ucsdcollab.atlassian.net/l/cp/NfpEfTqi
​ to review https://drive.google.com/drive/folders/1Ii14XjD2niIXbLI_Z7ykKwaxeDsfOM-R

Type your action, use '@' to assign to someone.

​Emoji :arrow_heading_up: Notes + Follow-ups

  • Shruti: Access today to risk management model

    • OGL article is not there yet

    • comfortable going through to create guides; not a large number of personnel using guides.

    • How detailed should I be in an OGL article?

    • separate guide on how to delete reverse guide; what are the parameters for deleting a journal?

  • Links in OGL articles are

    • a lot of BAH questions; Ana provided collab pages/links to answer questions

  • available to connect to prepopulated links on additional sites (such as Blink)

  • What are the best practices for directing to and from OGL?

  • addressing general pain points

    • addressing questions from service now to get them used to Oracle versus walk me

  1. Follow-up meeting to address questions
  2. Shruti: fill out a table with questions to send to Ana
  3. Address What are the best practices for directing to and from OGL?