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UXConcepts for common man.ppt
1. For Internal Use Only – Fusion Apps Internal Training
For Internal Use Only – Fusion Apps Internal Training
2. <Insert Picture Here>
Fusion Design Concepts
George Hackman
Senior Director, Operations
Applications User Experience
3. For Internal Use Only – Fusion Apps Internal Training
For Internal Use Only – Fusion Apps Internal Training
Agenda
• The UI Shell
• Work Areas
• Fusion Collaboration Features
• Analytics
• Design Patterns
• Appendix
4. For Internal Use Only – Fusion Apps Internal Training
Key Fusion Design Concepts
User Interface
(UI) Shell and
Workareas
Collaboration
Tools
Analytics
Design Patterns
5. For Internal Use Only – Fusion Apps Internal Training
FusionGPS.us.oracle.com
6. For Internal Use Only – Fusion Apps Internal Training
Key Fusion Design Concepts
UI Shell and
Workareas
7. For Internal Use Only – Fusion Apps Internal Training
The UI Shell
•Global area
•Regional area
•Local area
•Contextual area
•The UI shell is a four-part framework that organizes content and
functionality in a consistent manner. The parts are:
8. For Internal Use Only – Fusion Apps Internal Training
UI Shell: Global Area
• The Global area contains a common set of high-level
tools and services that are consistently available on every
page of the Fusion suite
• Home Dashboard, Navigator, Global Worklist, Enterprise Search,
Preferences, Help, and so on
• Contents remain unchanged across all pages
9. For Internal Use Only – Fusion Apps Internal Training
UI Shell: Regional Area
• Provides quick access to tools that support a business
process
• Includes components that directly effect the Local area
• Includes:
• Tasks pane
• Regional search
• Quick create
• Reports and analytics
10. For Internal Use Only – Fusion Apps Internal Training
UI Shell: Local Area
• Focus of the user’s work
• Contains all of the transactions, information, and actions that
users need to accomplish their tasks
[ No-Tabs Model ]
[ Static and Dynamic Tabs Models ]
11. For Internal Use Only – Fusion Apps Internal Training
UI Shell: Contextual Area
• Based on the cursor’s location in the Local area, one or
more panels in the Contextual area can update to show
related information
• Related information is designed to support transactional work and
decision-making
12. For Internal Use Only – Fusion Apps Internal Training
What Are Work Areas?
• A new organizing element in Fusion applications
• A collection of related pages designed to support a
specific user role in accomplishing a specific business
goal
• The place where most users perform most of their work in
the system
13. For Internal Use Only – Fusion Apps Internal Training
Purpose and Benefits of Work Areas
• Provide all of the tools, information support, and related
objects that a user needs to efficiently perform a task
• Knowledge workers: Support decision-making and problem-
solving
• Transaction workers: Support efficient and accurate contribution
• All user types: Present information within the work area’s specific
informational context
14. For Internal Use Only – Fusion Apps Internal Training
Purpose and Benefits of Work Areas
• Increase user productivity
• Keep users in context
• Streamline common tasks
• Enable multitasking
• Increase design consistency across product families
• Optimize usability for a specific primary user role
• Each work area may be used by other secondary roles.
• Flexible structure optimizes page design for specific roles and
tasks.
15. For Internal Use Only – Fusion Apps Internal Training
Work Area Tab Models
• Depending on the focus and complexity of a work area,
its structure can adopt one of the following models:
• No tabs
• Dynamic tabs
• Static tabs
16. For Internal Use Only – Fusion Apps Internal Training
No Tabs Model
• Most common in Fusion
• Less complex than tabbed models
• Simpler, less cluttered UI
17. For Internal Use Only – Fusion Apps Internal Training
Dynamic Tabs Model
• Designed to support true multitasking among multiple
objects and tasks
• Overview tab is static; all others may be closed
18. For Internal Use Only – Fusion Apps Internal Training
Static Tabs Model
• Designed to reduce a large object (or business process)
into four or fewer smaller pieces
• Tabs do not close
19. For Internal Use Only – Fusion Apps Internal Training
Key Fusion Design Concepts
Collaboration
Tools
20. For Internal Use Only – Fusion Apps Internal Training
Fusion Collaboration Features
Pervasive collaboration tools
• Contextual actions
• Tags
• Optional collaboration tools
• Group spaces
• Blogs, discussion forums, wiki documents
• Links
• Interaction journal
• Tasks
21. For Internal Use Only – Fusion Apps Internal Training
Contextual Actions
• Common, suite-wide objects that have proximal options that provide
immediate and efficient access to appropriate actions
• Design goals
• Information and actions when and where you need them
• Ubiquitous yet unobtrusive
• Immediately available, but not annoying
• Available on demand, not by accident
• Discoverable, but uncluttered
• Enable teams to pull in actions and detail without
• Overloading current work area
• Recoding—virtually no additional effort required
FusionGPS - UI designs and demo
22. For Internal Use Only – Fusion Apps Internal Training
Contextual Actions
Internal Person (Worker)
Personal status
Social networking
Communication
actions
23. For Internal Use Only – Fusion Apps Internal Training
Contextual Actions
Objects
Object Provider Mandatory/Optional
External Organization TCA Mandatory
External Person (B2C) TCA Mandatory
External Person (B2B) TCA Mandatory
Bill to Customer TCA Mandatory
Internal Person HCM Mandatory
Item SCM Optional
Supplier Site Procurement Mandatory
Project Projects Optional
Address ATK Mandatory
24. For Internal Use Only – Fusion Apps Internal Training
Tags
• Enable end users to add keywords (tags) to business objects
• Categorization or grouping of objects is by end users (folksonomy),
rather than by the system or applications administrator (taxonomy)
• Searching and browsing for objects is facilitated
• Mandatory on SES objects
25. For Internal Use Only – Fusion Apps Internal Training
Tags
On-Hover Tooltip and On-Click Dialog
26. For Internal Use Only – Fusion Apps Internal Training
Tags
Tag Center
27. For Internal Use Only – Fusion Apps Internal Training
Group Spaces
• Service provided to Apps by Webcenter, which provides an easy way for users to
create their own ad hoc collaborative groups around a project or business artifact
• Bundle of collaboration and Web 2.0 tools into a common experience
• Announcements
• Group event calendar
• Group to dos
• Membership management
• Wiki
• Blog
• Discussion forums
• Document repository
• User-definable tags and links
• Lists, a lightweight spreadsheet
• RSS
28. For Internal Use Only – Fusion Apps Internal Training
Group Spaces
Related Group Spaces to Business Object
29. For Internal Use Only – Fusion Apps Internal Training
Group Spaces
Within Workarea
30. For Internal Use Only – Fusion Apps Internal Training
Key Fusion Design Concepts
Analytics
31. For Internal Use Only – Fusion Apps Internal Training
For Internal Use Only – Fusion Apps Internal Training
Analytics in Fusion Applications
• In-home dashboards • In transactional dashboards,
work areas, or transactional
pages (either in the local or
contextual areas)
• Auxiliary to a business process,
launched from the reporting
pane and appears in a
secondary window or local area
Dashboards Transactional Pages Reporting
Contextual Area
Local Area Reporting Pane Report
32. For Internal Use Only – Fusion Apps Internal Training
For Internal Use Only – Fusion Apps Internal Training
Analytic Technologies
ADF DVT (Data Visualization
Technology)
OBI EE (Oracle Business
Intelligence Enterprise Edition)
BIP (BI Publisher)
• Hyperion for Financial reporting, such as Balance Sheet, Cash
Flow Statement
• Native Fusion Applications data
visualization toolset for rich
user experience and deep
integration of transacting and
analysis
• For ad hoc reporting and
reporting requiring warehouse
data, complex queries, and
analytic operations
• High-volume operational
reporting, such as Payroll
reports
• Statutory reports and other
highly formatted, pixel-perfect
reports, such as 1099
33. For Internal Use Only – Fusion Apps Internal Training
For Internal Use Only – Fusion Apps Internal Training
Which Analytics Technologies Apply Where
• The entire Home Dashboard can be
created in OBIEE with UI Shell (we call
it BI Dashboards).
• Alternatively, Home Dashboard can be
created by dropping individual ADF
DVT or OBIEE regions from
Webcenter Catalog.
• Transactional Dashboards,
work areas, or transactional
pages can contain regions
created either in OBIEE or in
ADF DVT.
• Reporting pane can be a
launching point to both printable
(BI Publisher) reports and
interactive (OBIEE) reports, as
well as Hyperion reports.
OBIEE DVT BIP
OBIEE OBIEE
DVT
OBIEE
Dashboards Transactional Pages Reporting
34. For Internal Use Only – Fusion Apps Internal Training
Key Fusion Design Concepts
Design Patterns
35. For Internal Use Only – Fusion Apps Internal Training
What’s New for Fusion UIs
• New interactive components (menus, toolbars)
• New look and feel (more easily adjustable)
• Fully leverages Fusion Middleware technology
• Much larger development community (PSFT, JDE,
Siebel, Forms)
• More innovation
• More rope to hang ourselves
Drives need for a new approach to UI guidelines.
36. For Internal Use Only – Fusion Apps Internal Training
The Fusion Approach
37. For Internal Use Only – Fusion Apps Internal Training
What is a Design Pattern?
• Each pattern is a three-part rule that expresses a
relationship between a certain context, a problem,
and a solution.
• Chistopher Alexander
• Examples
• Yahoo
• Welie.com
• Design of Sites.com
40. For Internal Use Only – Fusion Apps Internal Training
Patterns Provide
• Quality
• Consistency: proven, higher-level building blocks
• Good usability: patterns based on proven, tested interaction
methods
• Efficiency
• Less flux in UI creation and review process
• Patterns fully supported by Fusion Middle Ware
• Leverage
• Patterns enable high quality and consistent design to be
created by development and PM organizations
41. For Internal Use Only – Fusion Apps Internal Training
FusionGPS and Support Levels
42. For Internal Use Only – Fusion Apps Internal Training
For Internal Use Only – Fusion Apps Internal Training
44. For Internal Use Only – Fusion Apps Internal Training
Pattern Review Process
• Pattern list based on PK flows, R12 reviews, pillar
input
• Each pattern: four Levels of review
• Internal steering group
• Apps-UX designers
• Apps pillar team
• ATG and ADF
• Developer and PM liaison: Tommy Li
• Conduct usability and feedback sessions with developers
and PMs to get feedback on the process and content
• Patterns with new interaction methods have been
usability tested
45. For Internal Use Only – Fusion Apps Internal Training
What About Guidelines (BLAF)?
• Guidelines cover detailed design (for example,
buttons)
• Usage specifications coming in late summer
• Produced by ST – UX team
• All guidelines are available on FusionGPS
• Go there last (not first) when you are ready to do
detailed design. Use patterns first.
• Actively engage the user experience team if you need
to use guidelines.
46. For Internal Use Only – Fusion Apps Internal Training
Object Models
• Depending on the focus and complexity of a work area, its structure
can adopt one of the following models:
• Multiple objects
• Facilitates short, simple tasks across many objects
• Single object:
• The user processes many details of a single,
complex object
Example:
• Work area name: Projects
• Object type: Project
• Complex single object: Columbus Center
47. For Internal Use Only – Fusion Apps Internal Training
Multiple Objects Model
• Facilitates short, simple tasks
across many objects
• May contain one or more object
types
Example: Receipts work area
Object types include:
• Expected Shipment Lines
• Received lines awaiting inspection
• Received lines awaiting put-away
• Unordered receipts
Work Area Name
Tasks, search, reports
and analytics may
pertain to all object
types in the work area
48. For Internal Use Only – Fusion Apps Internal Training
Single Object Model
• The user processes many details of a single, complex
object
• Facilitates completing complex, time-consuming work on
an object
• Object-centric structure keeps the user in context; provides a
focused environment
• Hierarchy
1. Object or process type (for example: Projects or Collections)
2. Single object (for example, Columbus Center or “Vision
Corporation”)
May switch objects from within single-object work areas
49. For Internal Use Only – Fusion Apps Internal Training
Single Object Model: Example
Example:
• Object type: Projects
• User-selected single object: Columbus Center
• User processes many details of this single object, including:
• Budgets
• Forecasts
• Project performance
Work Area Name: Single Object
Work Area Name: Object Type
Tasks, search, and reports and
analytics pertain to the single
object focus of the work area
(Columbus Center)
50. For Internal Use Only – Fusion Apps Internal Training
Work Area Entry Experience
• Overview
• Delivers status and summary information across all objects in the
work area
• Navigate to transactions via summary information links
• Helps users know what they need to do to move forward with their
work
• Manage <Object Type>
• If the work area does not contain business intelligence (BI), a
Worklist, or analytics, a Manage <Object Type/Business Process>
tab can be employed in lieu of the Overview page
• Considered a less desirable entry experience than Overview
• Requires the user to search
51. For Internal Use Only – Fusion Apps Internal Training
Overview Page
• Purpose
• Push key tasks and relevant information to a specific user
role
• Orient the user to content and functionality inside the work
area
• Offer easily discoverable navigation paths to tasks and
activities that support productivity
• Local area content may include:
• Worklist
• Analytics: tabular and graphic
• Checklist
52. For Internal Use Only – Fusion Apps Internal Training
Example: Shipments Overview
53. For Internal Use Only – Fusion Apps Internal Training
For Internal Use Only – Fusion Apps Internal Training
Analytics Editors
• Analytic regions on the
dashboard can be moved
around, added, or removed with
Page Composer and Resource
(Webcenter) Catalog.
• OIBEE environment, Answers
(either full or wizard) can be
launched to enable editing
content of Analytic regions that
are built in OBIEE and to create
new OBIEE content.
• BIP environment can be
launched to eanble editing or
creating of new BIP reports.
Webcenter Catalog OBIEE Answers BIP
54. For Internal Use Only – Fusion Apps Internal Training
More Information
• Work area definition process
• http://fusiongps.us.oracle.com/process/content/design/workareas/index.htm
• Work area guideline
• http://fusiongps.us.oracle.com/guidelines/content/guidelines/workareamodels/index
.htm
• Draft revisions to dynamic tabs section
• http://apps-
ux.us.oracle.com/fusiongps_staging/guidelines/content/guidelines/workareamodels
/index_dtabs.htm
55. For Internal Use Only – Fusion Apps Internal Training 55
More Information
• Fusion GPS content
• Information Display Pattern Set
• Analytics Display Guideline
• Analytics FAQ
• Reporting Guideline
• Dashboards Guideline
• Across technologies
• Use Case Classification and Technology Recommendations
• Fusion Applications Artifact Lifecycle document
• ADF DVT
• DVT Info
• DVT @ ADF Faces
• DVT @ Fusion Developer's Guide for Oracle ADF
• BI Applications 11g
• BI Apps 11g Wiki
• Home dashboards
• Home Page technical Uptake Document
• BI Publisher
• BI Publisher @ Security Guide