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got UPK?

• Robin Reid
• Cassandra Wiley
• University of Maryland, Baltimore

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Presenters

• Cassandra Wiley
• 14 years IT training, 8 years in
  University/Hospital settings, 6 years consulting
  in private sector setting
• On PS Financials Project training Requisitions,
  Journal Entries, and Procurement Card
  Reallocations
• Robin Reid
• 9 years IT training, 12 years in University
  setting, 18 years in private sector settings
• On PS Financials, HRMS and Portal Projects
  training Commitment Accounting, Portal, CA Update
  for Financials, Introduction to RAVEN Reporting

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UMBs PeopleSoft Implementations

• HRMS 8.3 Went live on March 23, 2002
• Portal 8.8 Limited introduction April 25, 2005
• Portal 8.8 Made available to 14,000 students,
  staff, faculty as of September 21, 2005
• Financials 8.8 Going live on March 1, 2006
• HRMS Upgrade Scheduled for 2006-2007

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How we got UPK

• Got Familiar
• Got Organized
• Got Buy-In
• Got Smart
• Got Busy

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? Got Familiar

• What is the PeopleSoft User Productivity Kit
  (UPK)?
• Software for recording and playing back simulated
  online processes
• Publish simulations as course guides, job aids,
  online training, in-application help files,
  glossaries, test scripts
• Based on OnDemand Navigator
• Purchase one or both software vanilla content

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Got Familiar

• How can we use UPK simulations?
• See It!
• Try It!
• Know It?
• Do It!
• UPK can be used to record from applications other
  than PeopleSoft, though some additional work is
  usually involved

(Live DEMO)
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Got Familiar TIP!

• Know It? mode can be used to track user results
  for trending or testing
• Butresults tracking in Know It? mode requires
  Microsoft SQL server
• Anticipate a change with future releases of UPK
• More flexibility would make Know It? mode a very
  valuable tool for tracking end user problem
  areas during training and after Go Live

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? Got Organized

• Created standards guidelines for online and paper
  documentation
• Updated standards as additional issues were
  encountered
• Handout UPK Standards Settings - eUMB
  Financials

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Got Organized Tip!

• Develop your standards document keeping in mind
  that UPK can be used for other applications, too
• Blackboard
• Banner
• Some Microsoft Office applications
• PeopleSoft UPK and OnDemand Navigator differ in
  their object recognition

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? Got Buy In

• A demo is worth a thousand words!
• UPKs capabilities are difficult for people to
  picture and/or believe in until they see it LIVE
• Demo, demo, demo! Brief demos helped us gain
  support from
• - Executives - Key Managers
• - Project Team - Functional Process Owners
• - Consultants - Departmental End Users

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Got Buy In Tip!

• We conducted demos using simulations that we
  created, including one built during class
• Seeing UMB demos helps audiences understand the
  power UPK - especially when we mentioned the demo
  simulation was created during class

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? Got Smart

• Attended UPK training class
• Used vanilla Job Aids to learn the PS
  application
• Power Users
• Testers
• New trainers
• Delivered UPK tutorials used for
• Process Owner reviews
• Hands-on introductory demos (for the Player)

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Got Smart Tip!

• Job Aids are also useful to trainers
• while practicing for class
• as training outlines during class
• Central Office training
• Knowing that Job Aids will be available on Go
  Live Day reduced user anxiety

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? Got Busy

• UPK is a multi-purpose tool that is valuable
  throughout the project life cycle
• prototyping to testing
• pre to post Go-Live support
• great tool for end user training, too!
• Here are the pros and cons as we see them
• Handout Using UPK vs. A Training Database

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Got Busy

• Changeits a Good Thing, Martha!
• Using simulations drives changes to course
  structure and classroom delivery
• UPK gives you the ability to quickly address and
  communicate post-Go Live changes
• Basis for all training documents is updated when
  you update the simulation to reflect change(s)
• Publish updated simulation documents to web
• Email link to user community

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Got Busy Tip!

• Have a plan to prepare your audience and your
  trainers for changes to
• course structure
• training delivery format
• hands-on activities
• course length
• post Go Live support

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• Its survival of the fittest on Go Live Day only
  the strong will survive.
• Thats why UPK with its 10 essential benefits
  should be a part of every USM trainers game plan.

Got UPK?
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got UPK?
Yeah . . . got UPK!
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Need More Information?

• Robin Reid
• rreid_at_umaryland.edu
• Cassandra Wiley
• cwile001_at_umaryland.edu