The document discusses how an organization can use Oracle's User Productivity Kit (UPK) to address education challenges that are limiting its mission success. UPK allows organizations to create interactive training simulations and job aids for system users. It provides on-demand, self-paced learning and tracks user performance, helping to ensure competency and data accuracy while reducing over-reliance on instructor-led training. A demo of UPK capabilities is provided, followed by next steps information.

1. Using Oracle’s User Productivity Kit
(UPK) to Streamline Learning

2. Presentation Topics
 Intros
 Organization Mission
 Education Challenges Limiting Success of the Mission
 Oracle UPK as a Solution to Address the Challenges
 What is UPK?
 What are its Benefits?
 What is its Functionality?
 Demo
 Q&A
 Next Steps

3. Intros – FTS Consulting
Jon Winchenbach
jwinchen@ftsconsulting.com
Cell: 617.306.5766
To learn more about our focus on training and education service offerings
including customer recommendations, visit us at www.ftsconsulting.com.

4. Organization Mission
Organization Executives and Management Require the Following for Success:
 Data Accuracy Across the Operational and Financial Systems
 Process Efficiency
 Exemplary Customer Service
Often these discrete goals are not met due to inappropriate education levels of
the resources performing the tasks chartered with the mission.

5. Education Challenges
System users seldom have either no or poor formal training to support their job
functions resulting in the following adverse impacts:
 Business Process Lifecycles are Delayed (Project Start to Close, Order to Cash
 Dependency on Instructor Led Training
 Incomplete Skills & Competencies Create Potential Data Integrity Issues
 No Automated System Capability to Report Solution Content Absorption
 Poor Succession Planning Limited by the “Hit By the Bus” Syndrome
How can UPK help with mitigating these education challenges to ensure the
organization is better aligned with achieving its mission?

6. Oracle User Productivity Kit (UPK)
What is UPK?
 UPK is an educational software tool that records all the steps in a system
process in the organization’s financial or operational solution
 A “player” is produced which provides users with valuable outputs
including system simulations, learning tips, user guides, training guides, job
aids, test scripts and key reference materials, all used to support the goal of
empowering the end user to achieve success in a job function.
 The most powerful feature of the UPK player is it’s ability to “play back”
to end user all the steps of a discrete process – leaving no questions on
what must to be done to ensure success for a specific job task.

7. UPK Modes – Own the Knowledge
See It!
Mode enables the learner to view an animated demonstration of
a task being completed.
Try It!
Mode enables the learner to perform selected tasks in a
simulated environment.
Know It?
Mode tests the learner’s ability to perform the selected tasks in a
simulated environment.
Do It!
Mode guides the learner through step-by-step tasks in the live
Oracle environment.
Print It!
Mode allows the learner to print the Job Aid for the specific topic.

8. Oracle UPK – A Solution to Address the
Challenges
 Business Process Lifecycles are Delayed (Project Start to Close, Order to Cash)
UPK enables system users to understand the step by step process to ensure
competency, thereby mitigating the potential for setup errors, which leads
to data inaccuracy and potential external and internal reporting issues, etc.
This yields timeliness and efficiency in completing the business process
lifecycle(s).

9. Oracle UPK – A Solution to Address the
Challenges
 Dependency on Instructor Led Training
UPK enables self-service learning, anytime, anywhere for all users, including
new hires and refresher training for current users with out having to engage
instructors to run courses. Your best resources may be the subject matter
experts, but they may not be the best resources to train or share
knowledge.

10. Oracle UPK – A Solution to Address the
Challenges
 Incomplete Skills & Competencies Creating Potential Data Integrity Issues
UPK measures performance and proficiency per topic, indicating if the
content is understood or if more education is needed. This is all done in a
non-punitive, supportive environment. This is directly in alignment with
SOX objectives to ensure data integrity by promoting a common
understanding of business process ownership and discrete system tasks.

11. Oracle UPK – A Solution to Address the
Challenges
 No Automated System Capability to Report Solution Content Absorption
UPK includes the “Usage Tracking” module which includes delivered reports
that educate management on user performance and proficiency, identifying
areas where remedial steps are required for improved performance. These
metrics easily integrate with the organization’s Learning Management
System (LMS).

12. Oracle UPK – A Solution to Address the
Challenges
 Poor Succession Planning Limited by the “Hit By the Bus” Syndrome
UPK provides a shared, central repository of robust subject matter expertise
regarding business process and system tasks. Knowledge no longer resides
with a limited few resources, but rather, is accessible by all resources across
the organization.

13. Oracle UPK Demo

14. Q&A

15. Next Steps

16. Thanks for Coming!
To learn more about FTS Consulting’s focus on training and education service
offerings including customer successes and recommendations, visit us at:
FTS Consulting: www.ftsconsulting.com
LinkedIn: http://www.linkedin.com/in/jonwinchenbach
More Information UPK available at www.oracle.com at:
http://www.oracle.com/us/poroducts/applications/tutor-upk/index.html