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• Primavera ???????·??????

  - by hhata

  Primavera???????????????????? 1. Primavera P6 EPPM (Enterprise Project Portfolio Management) P6 EPPM??????????????????????????????????????????? ??????????????????????????????????? P6 EPPM ???????????? 2. Primavera Cost Controls Primavera Cost Controls???????????????????????? ????????????????????????? Primavera Cost Controls ???????????? 3. Primavera Project Delivery Management Primavera Project Delivery Management????????????????????????? ????????????????????????????????????????? Primavera Project Delivery Management ???????????? 4. Primavera Capital Planning Primavera Capital Planning???????????????????? ???????????·?????????????????????????????????? ???????????????????????????????? Primavera Capital Planning ???????????? 5. Oracle Instantis EnterpriseTrack Instantis EnterpriseTrack??IT???????????????????? (PMO)?????????????????????????????????·??????? ?·??????????(PPM)?????????????????????????????? ???????????????????????????????? Instantis EnterpriseTrack ????????????? ????????????????????Primavera ????·?????????·???????:??????????????? ?? : 03-6834?5241 (??:??) ??????????????????????

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• ???????????????????Specialization?????????

  - by mamoru.kobayashi

  ???????????????????Oracle PartnerNetwork Specialized?? ??????????Specialization??6??????????????? ?????????????? ?????22????????40????Specialization????????? ¦??????????????? ·?????????? ?Oracle Data Warehousing? ?Oracle Exadata? ·?????????????? ?JD Edwards EnterpriseOne Financial Management? ?Primavera P6 Enterprise Project Portfolio Management? ·????????? ?Oracle Solaris? ?Oracle Linux? ????????2010?11?????????????Specialization?????? ??????????Specialization?????????????????????? ¦????????Specialization????????????????(????) ·?Oracle Data Warehousing?: ?????????????????????????????????? ·?Oracle Exadata?: ?????????????????????????????????? ·?JD Edwards EnterpriseOne Financial Management?: ?????????????????????????? ·?Primavera P6 Enterprise Project Portfolio Management?: IT???????????? ·?Oracle Solaris?: ???????????????????????????? ?????????????????????????????? ???? ????????????????????????? ?????????????? ·?Oracle Linux?: ?????????????????????????????????? ????????????????

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• Allow email from a particular sender through spam filter

  - by Greg

  We are running exchange 2010 and are using the built in anti-spam feature. We have set up Content Filtering, IP Block List Providers, Sender ID, Sender Reputation and it filters out most of the junk but it also quarantines all emails from one of our customers. It is being quarantined because of the Content Filter agent (Report Below). How can I add an exception for this email address to the Content Filter. I can see how to setup an exception for a delivery address ("Don't filter messages sent TO the following recipients") but I want to add [email protected] to our safe list. I don't want to add the whole domain as it is a very popular ISP in Australia and we often get junk from them. Filter Report: > Diagnostic information for administrators: > > Generating server: something.com > > [email protected] > #550 5.2.1 Content Filter agent quarantined this message ## > > Original message headers: > > Received: from icp-osb-irony-out4.external.iinet.net.au (203.59.1.220) > by server.local.something.com.au (192.5.0.105) with Microsoft SMTP > Server id > 14.1.218.12; Mon, 5 Nov 2012 02:40:40 +1100 X-IronPort-Anti-Spam-Filtered: true X-IronPort-Anti-Spam-Result: > AscOALeLllB8qwLw/2dsb2JhbABEKYUFhiigRQOWCwQEgQiBCIIZFAEBTiwCCAIBBwEIFDkBBBoqARoCAQIDAYd4uEuRXGEDiCWFT44UijeDAw > X-IronPort-AV: E=Sophos;i="4.80,710,1344182400"; > d="scan'208,217";a="55137861" Received: from unknown (HELO > asdf83c05c53a3) ([124.171.2.240]) by icp-osb-irony-out4.iinet.net.au > with ESMTP; 04 Nov 2012 23:40:26 +0800 Message-ID: > <E8C866D0299E4BCB8B156723893EB735@asdf83c05c53a3> From: Customer > <[email protected]> To: 'Person' <[email protected]> > Subject: A long sentance Date: Mon, 5 Nov 2011 06:07:57 +1100 > MIME-Version: 1.0 Content-Type: multipart/alternative; > boundary="----=_NextPart_000_0005_01C5F962.3CD09120" X-Priority: 3 > X-MSMail-Priority: Normal X-Mailer: Microsoft Outlook Express > 6.00.2900.5931 X-MimeOLE: Produced By Microsoft MimeOLE V6.00.2900.6157 Return-Path: [email protected] Received-SPF: None > (server.local.something.com.au: [email protected] does not > designate permitted sender hosts)

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• Deployment/provisioning tool for commercial applications (not developed in-house)

  - by mfinni

  I help manage a few hosted commercial applications, and we have a lot of manual processes involved when doing new customer-instance deployments into the shared (multitenant) environment. Allow me to describe the most relevant features, and then we can talk about the tools. We have an application on AIX, that requires dozens of changes to config files (some plain text, some XML) as well as a good number of commands to be run on multiple servers - some to start the new instance, some to restart our shared authentication and reporting engines, etc. The config changes follow templates, of course. The servers in question will also depend on the initial conditions specified by the implementer/deployer - we may choose to deploy a given customer to our servers in Europe, or one set of servers may be active-active whereas a different set of servers is active-passive - in short, there's a lot of complications. We have another application that run on IIS 6 and SQL. The DBAs don't want any automation of the SQL components and that's fine with me, but automating the IIS bit would be great. For a new customer instance, we make a filesystem copy of a template Virtual Directory target named after the new customer, make a new AppPool to match, edit a VirDir template .xml file to replace the filepaths and AppPool names with the new ones, and then make a new VirDir from the modified template XML to point to the new filesystem folder and app pool. For the first case, something like ControlTier or Chef might be good. For the second, the new(ish) Web Deploy from MS would probably do a good job. Has anyone used these tools or others to do something similar for applications? More of a nice-to-have, not a fixed requirement - Has anyone used anything that works on both platforms? I'm looking for something free, because the official word is that within a year, we will have whatever HP has renamed the OpsWare suite, which should be able to do stuff like this. Edit - based on someone's suggestion, looking at CFengine for the AIX application, it doesn't seem to address my pain. The problem isn't keeping a given config synced across dozens of servers, we have rsync for that. The problem is that onboarding a new customer instance touches dozens of files, putting pieces of the same or similar information into them - some are new stanzas in existing files, some are new files, and some are new directories. This is a several-hours-long process that is also error-prone because it's mostly done by hand. I guess I'm looking for config-file generation and management. I have built a small Perl script to do something similar for a much smaller case - it binds a CSV file into variables, and then does a copy-and-search-and-replace from a set of template config files. I could probably do the same here.

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• Google analytics and multiple independent subdomains

  - by MTilsted

  I need some help trying to setup google analytics correct. Here is my setup: We host sites for multiple customers, and each customer have their own subdomain on our site. So we have customerA.oursite.com and customerB.oursite.com As we add more customers we get more subdomains. We do want to track all data for each customer independent, but I don't want to to create a new google tracking code for each new customer. So my plan is to track all visits with "oursite.com", and then I will create a filter in google Analytics to get data for each specific customer(All visits for a specific subdomain). Is this(One tracking code, and a subdomain filter) the right way to do it? To create a subdomain filter i add a new profile for each customer, and then add a custom filter saying include "Request URI" and fill in "CustomerDomain.oursite.com". Is this the correct way to do it? And a general question about filters: Is it really impossible to create a new filter by applying it to data in an existing profile? I would really like to just collect all the data in one "main" profile and then create subdomain filters as we need them. But it seems that google only apply filters to new incomming data, not existing data. Is this really true? The following is my tracking code. Is '_setDomainName','none' the right thing to do? <script type="text/javascript"> /* Tracking code for qrtown.com */ var _gaq = _gaq || []; _gaq.push(['_setAccount', 'UA-11584298-10']); _gaq.push(['_setDomainName', 'none']); _gaq.push(['_trackPageview']); (function() { var ga = document.createElement('script'); ga.type = 'text/javascript'; ga.async = true; ga.src = ('https:' == document.location.protocol ? 'https://ssl' : 'http://www') + '.google-analytics.com/ga.js'; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(ga, s); })(); </script>

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• How to hide certain elements on a page using jQuery

  - by Ankur

  I am trying to implement something that is similar to a faceted search. My data is a series of objects and relationships. The idea is that you click an object (in this case "95 Theses" and then the possibly relationships are displayed, in this case "author" and clicking the relationship shows the object that matches the relationship, in this case "Martin Luther". My clicking of objects and relationsips (predicates) works fine. What I need to do is allow users to click an object or relationship and have all those that extend from it removed. This is what I thought of adding when a object or relationship 'tag' is clicked (every time I add another object or relationship I increment the global attribute called 'level'): if($(".objHolder,. preHolder").filter("[level>'"+level+"']").filter("[holderId='"+holderId+"']").length) { $(".objHolder,. preHolder").filter("[level>'"+level+"']").filter("[holderId='"+holderId+"']").remove(); } <table border="0" cellpadding="4" cellspacing="2"> <tbody><tr> <td class="objHolder" objid="1" holderid="1" level="1"> <table border="0" cellpadding="4" cellspacing="2"> <tbody><tr class="objItemRow" objid="1" holderid="1" level="1"> <td class="objItem" objid="1" holderid="1" level="2" bgcolor="#eeeeee" nowrap="nowrap">95 Theses</td> </tr></tbody> </table></td> <td><img src="images/right.jpg" alt="" height="10" width="16"></td> <td class="preHolder" level="2" holderid="1"> <table border="0" cellpadding="4" cellspacing="2"><tbody> <tr><td class="preItem" level="3" subid="1" preid="1" holderid="1" bgcolor="#eeeeee" nowrap="nowrap">author</td></tr> </tbody></table></td> <td><img src="images/right.jpg" alt="" height="10" width="16"></td> <td class="objHolder" level="3" holderid="1"> <table border="0" cellpadding="4" cellspacing="2"><tbody><tr><td class="objItem" level="4" objid="3" holderid="1" bgcolor="#eeeeee" nowrap="nowrap">Martin Luther</td></tr></tbody></table> </td> </tr></tbody> </table>

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• Cocoa's newbie question: is it possible to bind a NSTableView's selection to another tableview's selection?

  - by cocoaOverloaded

  http://img651.imageshack.us/img651/6999/modelsf.jpg Let'say, I've 2 entities in the Core Data's Model file, one being all "transactions" ever done by X company. The "transactions" entity has among other properties, a "DATE" property and a to-one relationship "COMPANY"(specifying the company with which X company has done that particular transaction). The other entity:"companies" of course contains all the companies' info ,with which X company has done transaction. The "companies" entity has a to-many relationships "TRANSACTIONS" which is an inverse relationship to "transactions" entity's "COMPANY" relationship. So within IB, I created a NSTableView(with its own NSArrayController) showing all the transactions on a particular Date (with the help of NSPredicate). Then I create another table view showing the to-many relationship "TRANSACTIONS" of the company of the selected transaction in the first table view(which shows transactions on a particular date). The 2nd table view's NSArrayController binding is like this: ** bind to: "name of the first tableview's controller", Controller Key: selection, Model Key Path:COMPANY.TRANSACTIONS(the to-many relationship in the "companies" entity)** Everythings work fine up to this moment, the 2nd tableview shows all the transactions X company has done with the company of the selected transactions in the 1st table view. But I have a group of textfields showing details of a particular transactions. Binding the these textfields with the controller of the 1st table view(the one showing transactions on a particular date) is pretty straightforward. But what I want to do are: 1/ Look up the transactions on a particular date in the first table view, select any one of them 2/ Then, check all previous transactions of the company of that transaction( selected in the first table view) from the 2nd table view 3/ Select any previous transactions and check the details of the transaction from that group of textfields So naturally I should have bind the textfields' gp to the 2nd table view's controller. But I found the default selected row in the 2nd table view(the one show all previous transactions of a company) wasn't the transaction I've selected in the 1st tableView for a particular date. Of course, i can manually select that transaction in the 2nd table view again.... So I just want to know if it's possible to have the 2nd table view automatically select the transaction according to the transaction I've selected in the 1st table view thr binding?? After hours of googling, I solved the problem by implementing the tableview Delegate protocol: - (void)tableViewSelectionDidChange:(NSNotification *)aNotification { if (["nameOf1stTableView" selectedRow] > -1) { NSArray *objsArray = ["nameOf2ndTableView'sController" arrangedObjects]; for (id obj in objsArray) { if ([[obj valueForKey:@"DATE"] isEqualToDate: ["nameOf1stTableView'sController".selection valueForKey:@"DATE"]]) { ["nameOf2ndTableView" selectRowIndexes:[NSIndexSet indexSetWithIndex:[objsArray indexOfObject:obj]] byExtendingSelection:NO]; } } } } But,this just look too cumbersome... can it be done with binding alone? Thanks in Advance,

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• Customer wants some data to appear after you later delete rows. System giant / not my creation. Fast

  - by John Sullivan

  This is a fairly common problem, it probably has a name, I just don't know what it is. A.) User sees obscure piece of information in Row B of L_OBSCURE_INFO displayed on some screen at a certain point. It is in table L_Obscure_info. B.) Under certain circumstances we want to correctly delete data in L_OBSCURE_INFO. Unfortunately, nobody accounted for the fact that the user might want to backtrack and see some random piece of information that was most recently in L_OBSCURE_INFO. C.) The system is enormous and L_OBSCURE_INFO is used all the time. You have no idea what the ramifications are of implementing some kind of hack and whatever you do, you don't want to introduce more bugs. I think the best approach would be to create an L_OBSCURE_INFO_HISTORY table and record a record in there every time you change data. But god help your ensuring it's accurate in this system where L_OBSCURE_INFO is being touched everywhere and you don't have time to implement L_OBSCURE_INFO_HISTORY. Is there a particularly easy, clever design solution for this kind of problem -- basically an elegant database hack? If not, is this kind of design problem under a particular class of problems or have a name?

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• SQL SERVER – Introduction to Adaptive ETL Tool – How adaptive is your ETL?

  - by pinaldave

  I am often reminded by the fact that BI/data warehousing infrastructure is very brittle and not very adaptive to change. There are lots of basic use cases where data needs to be frequently loaded into SQL Server or another database. What I have found is that as long as the sources and targets stay the same, SSIS or any other ETL tool for that matter does a pretty good job handling these types of scenarios. But what happens when you are faced with more challenging scenarios, where the data formats and possibly the data types of the source data are changing from customer to customer?  Let’s examine a real life situation where a health management company receives claims data from their customers in various source formats. Even though this company supplied all their customers with the same claims forms, they ended up building one-off ETL applications to process the claims for each customer. Why, you ask? Well, it turned out that the claims data from various regional hospitals they needed to process had slightly different data formats, e.g. “integer” versus “string” data field definitions.  Moreover the data itself was represented with slight nuances, e.g. “0001124” or “1124” or “0000001124” to represent a particular account number, which forced them, as I eluded above, to build new ETL processes for each customer in order to overcome the inconsistencies in the various claims forms.  As a result, they experienced a lot of redundancy in these ETL processes and recognized quickly that their system would become more difficult to maintain over time. So imagine for a moment that you could use an ETL tool that helps you abstract the data formats so that your ETL transformation process becomes more reusable. Imagine that one claims form represents a data item as a string – acc_no(varchar) – while a second claims form represents the same data item as an integer – account_no(integer). This would break your traditional ETL process as the data mappings are hard-wired.  But in a world of abstracted definitions, all you need to do is create parallel data mappings to a common data representation used within your ETL application; that is, map both external data fields to a common attribute whose name and type remain unchanged within the application. acc_no(varchar) is mapped to account_number(integer) expressor Studio first claim form schema mapping account_no(integer) is also mapped to account_number(integer) expressor Studio second claim form schema mapping All the data processing logic that follows manipulates the data as an integer value named account_number. Well, these are the kind of problems that that the expressor data integration solution automates for you.  I’ve been following them since last year and encourage you to check them out by downloading their free expressor Studio ETL software. Reference: Pinal Dave (http://blog.SQLAuthority.com) Filed under: Business Intelligence, Pinal Dave, PostADay, SQL, SQL Authority, SQL Query, SQL Server, SQL Tips and Tricks, T SQL, Technology Tagged: ETL, SSIS

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• Now It’s Personal (Although It Should Always Be): Campus Recruitment

  - by user769227

  One of the things that I think is important and I want our Campus Recruitment Team here at Oracle to be known for is outstanding customer service. When I say customer service, I mean both students and hiring managers should feel they have had a great experience in our campus hiring process. I think one of the keys to providing outstanding customer service is being able to provide as best as we can a personalised experience where the students who are interviewing with us feel like individuals in our process and not just part a ‘campus drive’. In the campus world this can be challenging at times especially in countries where there is high volume hiring. It can be tricky to create a personal experience when you are hiring for a large number of open graduate roles at one time. I think Campus Recruitment is one of the areas in the recruitment industry that is just waiting for a change. We have all seen the proliferation of Social Media in Recruitment over the past 4-6 years. Every Recruiter has a LinkedIn account or uses Twitter or G+ or FB, etc… and some individuals and organisations do it really well. Even in Campus Hiring there is great Social Media initiatives where companies reach out to students and talk to them. However one thing that has not really changed (and this is a generalisation) is the campus hiring interview process. Do these words inspire enthusiasm to you: “Group Interview, Assessment Centre, On-Campus Drive, Off-Campus Drive, etc...” I don’t know about you but to me these words don’t really sound very personal or individual to students. It almost conjures up images of a factory production line or those long queues you see where the person behind the counter says ‘take a number’. Campus Recruitment has come a long way don’t get me wrong – companies can share data with and talk to students in so many different ways now it really has become a much more transparent and open process. There are some times such as at IIT’s in India where it really is a bit old school in terms of interviewing with students running from company to company interviewing on campus over the course of a few days but I want students talking to Oracle to have as great an experience as possible (the outcome of getting a job or not is separate to the customer experience). As students, what are your thoughts? Do you feel like ‘just a number’ when you are interviewing or is there ways that companies can make the process more personalised. Let us know your thoughts. If you are interviewing with Oracle and have questions, want to talk to us or want to know what it is like working here – email us and we will help where we can. If you can’t reach your local Recruiter in your region email me at [email protected] and I will put you in touch with the appropriate person.

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• So, how is the Oracle HCM Cloud User Experience? In a word, smokin’!

  - by Edith Mireles-Oracle

  By Misha Vaughan, Oracle Applications User Experience Oracle unveiled its game-changing cloud user experience strategy at Oracle OpenWorld 2013 (remember that?) with a new simplified user interface (UI) paradigm.  The Oracle HCM cloud user experience is about light-weight interaction, tailored to the task you are trying to accomplish, on the device you are comfortable working with. A key theme for the Oracle user experience is being able to move from smartphone to tablet to desktop, with all of your data in the cloud. The Oracle HCM Cloud user experience provides designs for better productivity, no matter when and how your employees need to work. Release 8  Oracle recently demonstrated how fast it is moving development forward for our cloud applications, with the availability of release 8.  In release 8, users will see expanded simplicity in the HCM cloud user experience, such as filling out a time card and succession planning. Oracle has also expanded its mobile capabilities with task flows for payslips, managing absences, and advanced analytics. In addition, users will see expanded extensibility with the new structures editor for simplified pages, and the with the user interface text editor, which allows you to update language throughout the UI from one place. If you don’t like calling people who work for you “employees,” you can use this tool to create a term that is suited to your business.  Take a look yourself at what’s available now. What are people saying?Debra Lilley (@debralilley), an Oracle ACE Director who has a long history with Oracle Applications, recently gave her perspective on release 8: “Having had the privilege of seeing a preview of release 8, I am again impressed with the enhancements around simplified UI. Even more so, at a user group event in London this week, an existing Cloud HCM customer speaking publically about his implementation said he was very excited about release 8 as the absence functionality was so superior and simple to use.”  In an interview with Lilley for a blog post by Dennis Howlett  (@dahowlett), we probably couldn’t have asked for a more even-handed look at the Oracle Applications Cloud and the impact of user experience. Take the time to watch all three videos and get the full picture.  In closing, Howlett’s said: “There is always the caveat that getting from the past to Fusion [from the editor: Fusion is now called the Oracle Applications Cloud] is not quite as simple as may be painted, but the outcomes are much better than anticipated in large measure because the user experience is so much better than what went before.” Herman Slange, Technical Manager with Oracle Applications partner Profource, agrees with that comment. “We use on-premise Financials & HCM for internal use. Having a simple user interface that works on a desktop as well as a tablet for (very) non-technical users is a big relief. Coming from E-Business Suite, there is less training (none) required to access HCM content.  From a technical point of view, having the abilities to tailor the simplified UI very easy makes it very efficient for us to adjust to specific customer needs.  When we have a conversation about simplified UI, we just hand over a tablet and ask the customer to just use it. No training and no explanation required.” Finally, in a story by Computer Weekly  about Oracle customer BG Group, a natural gas exploration and production company based in the UK and with a presence in 20 countries, the author states: “The new HR platform has proved to be easier and more intuitive for HR staff to use than the previous SAP-based technology.” What’s Next for Oracle’s Applications Cloud User Experiences? This is the question that Steve Miranda, Oracle Executive Vice President, Applications Development, asks the Applications User Experience team, and we’ve been hard at work for some time now on “what’s next.”  I can’t say too much about it, but I can tell you that we’ve started talking to customers and partners, under non-disclosure agreements, about user experience concepts that we are working on in order to get their feedback. We recently had a chance to talk about possibilities for the Oracle HCM Cloud user experience at an Oracle HCM Southern California Customer Success Summit. This was a fantastic event, hosted by Shane Bliss and Vance Morossi of the Oracle Client Success Team. We got to use the uber-slick facilities of Allergan, our hosts (of Botox fame), headquartered in Irvine, Calif., with a presence in more than 100 countries. Photo by Misha Vaughan, Oracle Applications User Experience Vance Morossi, left, and Shane Bliss, of the Oracle Client Success Team, at an Oracle HCM Southern California Customer Success Summit.  We were treated to a few really excellent talks around human resources (HR). Alice White, VP Human Resources, discussed Allergan's process for global talent acquisition -- how Allergan has designed and deployed a global process, and global tools, along with Oracle and Cognizant, and are now at the end of a global implementation. She shared a couple of insights about the journey for Allergan: “One of the major areas for improvement was on role clarification within the company.” She said the company is “empowering managers and deputizing them as recruiters. Now it is a global process that is nimble and efficient."  Deepak Rammohan, VP Product Management, HCM Cloud, Oracle, also took the stage to talk about pioneering modern HR. He reflected modern HR problems of getting the right data about the workforce, the importance of getting the right talent as a key strategic initiative, and other workforce insights. "How do we design systems to deal with all of this?” he asked. “Make sure the systems are talent-centric. The next piece is collaborative, engaging, and mobile. A lot of this is influenced by what users see today. The last thing is around insight; insight at the point of decision-making." Rammohan showed off some killer HCM Cloud talent demos focused on simplicity and mobility that his team has been cooking up, and closed with a great line about the nature of modern recruiting: "Recruiting is a team sport." Deepak Rammohan, left, and Jake Kuramoto, both of Oracle, debate the merits of a Google Glass concept demo for recruiters on-the-go. Later, in an expo-style format, the Apps UX team showed several concepts for next-generation HCM Cloud user experiences, including demos shown by Jake Kuramoto (@jkuramoto) of The AppsLab, and Aylin Uysal (@aylinuysal), Director, HCM Cloud user experience. We even hauled out our eye-tracker, a research tool used to show where the eye is looking at a particular screen, thanks to teammate Michael LaDuke. Dionne Healy, HCM Client Executive, and Aylin Uysal, Director, HCM Cloud user experiences, Oracle, take a look at new HCM Cloud UX concepts. We closed the day with Jeremy Ashley (@jrwashley), VP, Applications User Experience, who brought it all back together by talking about the big picture for applications cloud user experiences. He covered the trends we are paying attention to now, what users will be expecting of their modern enterprise apps, and what Oracle’s design strategy is around these ideas.   We closed with an excellent reception hosted by ADP Payroll services at Bistango. Want to read more?Want to see where our cloud user experience is going next? Read more on the UsableApps web site about our latest design initiative: “Glance, Scan, Commit.” Or catch up on the back story by looking over our Applications Cloud user experience content on the UsableApps web site.  You can also find out where we’ll be next at the Events page on UsableApps.

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• IE8 and Windows 7 support for OUAF V2.2

  - by Anthony Shorten

  The browser screens generated and served by an Oracle Utilities Application Framework V2.2 now supports both Microsoft Internet Explorer 8 and Microsoft Windows 7 as a client. To use this compatibility Oracle Utilities Application Framework V2.2 products must download patch 8714458 from My Oracle Support. Details of the changes are included in the patch. This patch applies to the following products: Oracle Utilities Customer Care and Billing V2.2 Oracle Utilities Customer Care and Billing V2.3 Oracle Enterprise Taxation Management V2.2.x Oracle Utilities Business Intelligence V2.2

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• Upcoming UPK Events

  - by kathryn.lustenberger(at)oracle.com

  February 15th: UPK: Follow Panduit's Lead and Leverage Oracle's User Productivity Kit To Achieve Your Goals - Join us for a live webcast to learn how Oracle's User Productivity Kit can help you meet and exceed your goals. The webcast will feature Jim Boss, from the Panduit Corporation, who will share how Oracle's User Productivity Kit was used with both Oracle and Non-Oracle applications to helped Panduit to meet their goals. Date: February 15th, 2011 at 12:00 PST / 3:00 EST Evite: http://www.oracle.com/us/dm/65630-naod10046029mpp005c010-se-300908.html March 2nd: Synaptis teams with Oracle to deliver a UPK customer success story - Webinar Offering The Value of UPK (Customer Success Story): How to leverage the value of UPK to streamline processes and maximize end user adoption for a global implementation Join us to learn how the power of UPK can be leveraged to train end users globally in a successful and cost effective manner. A valued Oracle UPK customer will share experiences, successes, challenges, and strategies. The webinar will also include a question and answer session to give the attendees an opportunity to interact directly with the Oracle UPK customer, Synaptis, and the Oracle UPK Team. Date: March 2, 2011 Time: 11:00am - 12:00pm EST Register for this webinar March 27 - 30th: The Alliance 2011 conference is an annual event for all higher education, government, and public sector users of Oracle applications. The Alliance conference is organized and managed by the Higher Education User Group (www.heug.org). This is the 14th annual event for the HEUG. This is your opportunity to join with over 3200 other Higher Education, Federal, State and Local Government users to network, learn and share in our amazing combined experiences. The Alliance conference team is hard at work, putting together the best conference ever for 2011 - so don't delay, make your plans now to be part of Alliance 2011! When: Sunday, March 27th, 2011 - Wednesday, March 30, 2011 Where: The Colorado Convention Center (Denver, Colorado) Registration for Alliance 2011 is Now Open! UPK will be represented at this event offering: Pre-Conference Training Learn the Basics of Oracle User Productivity Kit (UPK) Taking Your UPKs to a Whole New Level, Advanced Use of UPK Demo Pod Staff Sessions: Oracle User Productivity Kit: Creating Value throughout the Project Lifecycle Beyond Basic UPK -- User Tracking and SmartHelp Leveraging Oracle and User Productivity Kit (UPK) to Develop a Comprehensive Training Program Oracle User Productivity Kit Strategy and Roadmap -- Key to User Adoption April 10 - 14th: Registration for COLLABORATE 11 has begun - Don't miss the most comprehensive, user-driven conference devoted to Oracle applications and technology. Collaborate with a global network of more than 5,000 peers and experts to share real-world experiences, solve your challenges and gain insights to validate your technology plans. Read below to discover which group to register with for the best value. UPK will be represented at this event offering: Demo Pod Staff Sessions: Oracle User Productivity Kit: Creating Value throughout the Project Lifecycle Centralize all Project Team assets, AND, Deploy Fully Measurable Training with UPK Pro Oracle User Productivity Kit Strategy and Roadmap - Key to User Adoption Registration is Now Open!

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• Siebel 8.1.1 for Communication

  The latest release of Siebel CRM 8.1.1 includes many new features and enhancements for the Communications industry. In this webcast, you’ll hear from Brenda Harris, Principal Product Strategy Manager for Communications here at Oracle. She’ll explain how Siebel Communications 8.1.1 will help your communications company provide the most differentiated and personalized customer experience proven to increase customer loyalty and profitability levels.

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• Customization: It’s Wanted in Enterprise Tech Platforms Too

  - by Mike Stiles

  Did you know that every customer service person does their job the exact same way in every business organization?  And did you know that every business organization cares about the exact same metrics? I hope not, because both those things couldn’t be farther from the truth. And if there are different needs and approaches in different enterprises, it stands to reason technology platforms must become increasingly customizable. Oracle Social Cloud sees that coming and is doing something about it, at least in terms of social media management. Today we introduce Social Station, a customizable user experience workspace within the Oracle Social Relationship Management (SRM) platform. We think a lot about customer-centricity and customer experience around here, and we know our own customers are ready to start moving forward in being able to set up their work environments in the ways that work best for them. That kind of thing increases productivity, helps deliver on social objectives faster, and generally just makes life more pleasant. A recent IDG Enterprise report says that enterprises currently investing in more consumerized, easy-to-use technologies experience a 56% increase in employee productivity and a 46% increase in customer satisfaction. Imagine that. When you make it easier and more pleasant for employees to help customers, more customers get helped and everyone ends up happier. So what does this Social Station do and what does it mean, exactly? It’s an innovative move to take some pretty high-end tech (take a bow developers) and simplify it, making things more intuitive: Drag and drop lets you easily build out and personalize your social workspace with different modules. The new Custom Analytics module can mix and match over 120 metrics with thousands of customizable reporting options. You can check constantly refreshed updates and keep a real-time eye on the numbers you’re trying to move. One-click sharing and annotation in the Custom Analytics module improves sharing and collaboration across teams, departments and executives. Multi-view layout helps you leverage social insights by letting you monitor conversations by network, stream, metric, graph type, date range, and relative time period. The Enhanced Calendar is a better visual representation of content, posts, networks and views, letting you easily toggle between functions and views. The Oracle Social Station sets us up to always be developing & launching additional social modules for you, covering areas like content curation, influencer engagement, and command center creation. Oracle Social Cloud Group VP Meg Bear says, “Consumers today have high expectations of their technology application capabilities and usability, and those expectations don’t stop when they enter their workplaces.” In other words, internal enterprise technology platforms must reflect the personalization and customization being called for in consumer products and marketing. “One size fits all” is becoming an endangered concept. @mikestiles @oraclesocial

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• Material zum AIA Referenzprojekt bei Zebra Technologies

  - by Hans Viehmann

  Das in meinem Posting von neulich erwähnte Customer Success Forum zu dem Projekt bei Zebra Technologies ist aufgezeichnet worden und inzwischen hier verfügbar.Dazu gibt es außerdem eine Zusammenfassung in Form eines Customer Snapshot als PDF (Download hier), sowie einen Video (hier).

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• When Less is More

  - by aditya.agarkar

  How do you reconcile the fact that while the overall warehouse volume is down you still need more workers in the warehouse to ship all the orders? A WMS customer recently pointed out this seemingly perplexing fact in a customer conference. So what is going on? Didn't we tell you before that for a warehouse the customer is really the "king"? In this case customers are merely responding to a low overall low demand and uncertainty. They do not want to hold down inventory and one of the ways to do that is by decreasing the order size and ordering more frequently. Overall impact to the warehouse? Two words: "More work!!" This is not all. Smaller order sizes also mean challenges from a transportation perspective including a rise in costlier parcel or LTL shipments instead of cheaper TL shipments. Here is a hypothetical scenario where a customer reduces the order size by 10% and increases the order frequency by 10%. As you can see in the following table, the overall volume declines by 1% but the warehouse has to ship roughly 10% more lines. Order Frequency (Line Count)Order Size (Units)Total VolumeChange (%)10010010,000 -110909,900-1% If you want to see how "Less is More" in graphical terms, this is how it appears: Even though the volume is down, there is going to be more work in the warehouse in terms of number of lines shipped. The operators need to pick more discrete orders, pack them into more shipping containers and ship more deliveries. What do you do differently if you are facing this situation?In this case here are some obvious steps to take:Uno: Change your pick methods. If you are used to doing order picks, it needs to go out the door. You need to evaluate batch picking and grouping techniques. Go for cluster picking, go for zone picking, pick and pass...anything that improves your picker productivity. More than anything, cluster picking works like a charm and above all, its simple and very effective. Dos: Are you minimize "touch" points in your pick process? Consider doing one step pick, pack and confirm i.e. pick and pack stuff directly into shipping cartons. Done correctly the container will not require any more "touch" points all the way to the trailer loading. Use cartonization!Tres: Are the being picked from an optimized pick face? Are the items slotted correctly? This needs to be looked into. Consider automated "pull" or "push" replenishment into your pick face and also make sure that high demand items are occupying the golden zones.  Cuatro: Are you tracking labor productivity? If not there needs to be a concerted push for having labor standards in place. Hope you found these ideas useful.

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• Oracle Supply Chain Sessions at Collaborate 2010

  - by Paul Homchick

  Oracle SCM executives will be presenting more than thirty sessions at the Collaborate 2010 Oracle Users' Group Conference in Las Vegas, Nevada, April 18-22.Charles Phillips, President of Oracle will give a keynote address on Monday "Transforming Customer Value -- Delivering Highest Customer Service."A list of the Oracle SCM sessions to be presented at Collaborate 2010 is presented after the break...

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• Using Table-Valued Parameters in SQL Server

  - by Jesse

  I work with stored procedures in SQL Server pretty frequently and have often found myself with a need to pass in a list of values at run-time. Quite often this list contains a set of ids on which the stored procedure needs to operate the size and contents of which are not known at design time. In the past I’ve taken the collection of ids (which are usually integers), converted them to a string representation where each value is separated by a comma and passed that string into a VARCHAR parameter of a stored procedure. The body of the stored procedure would then need to parse that string into a table variable which could be easily consumed with set-based logic within the rest of the stored procedure. This approach works pretty well but the VARCHAR variable has always felt like an un-wanted “middle man” in this scenario. Of course, I could use a BULK INSERT operation to load the list of ids into a temporary table that the stored procedure could use, but that approach seems heavy-handed in situations where the list of values is usually going to contain only a few dozen values. Fortunately SQL Server 2008 introduced the concept of table-valued parameters which effectively eliminates the need for the clumsy middle man VARCHAR parameter. Example: Customer Transaction Summary Report Let’s say we have a report that can summarize the the transactions that we’ve conducted with customers over a period of time. The report returns a pretty simple dataset containing one row per customer with some key metrics about how much business that customer has conducted over the date range for which the report is being run. Sometimes the report is run for a single customer, sometimes it’s run for all customers, and sometimes it’s run for a handful of customers (i.e. a salesman runs it for the customers that fall into his sales territory). This report can be invoked from a website on-demand, or it can be scheduled for periodic delivery to certain users via SQL Server Reporting Services. Because the report can be created from different places and the query to generate the report is complex it’s been packed into a stored procedure that accepts three parameters: @startDate – The beginning of the date range for which the report should be run. @endDate – The end of the date range for which the report should be run. @customerIds – The customer Ids for which the report should be run. Obviously, the @startDate and @endDate parameters are DATETIME variables. The @customerIds parameter, however, needs to contain a list of the identity values (primary key) from the Customers table representing the customers that were selected for this particular run of the report. In prior versions of SQL Server we might have made this parameter a VARCHAR variable, but with SQL Server 2008 we can make it into a table-valued parameter. Defining And Using The Table Type In order to use a table-valued parameter, we first need to tell SQL Server about what the table will look like. We do this by creating a user defined type. For the purposes of this stored procedure we need a very simple type to model a table variable with a single integer column. We can create a generic type called ‘IntegerListTableType’ like this: CREATE TYPE IntegerListTableType AS TABLE (Value INT NOT NULL) Once defined, we can use this new type to define the @customerIds parameter in the signature of our stored procedure. The parameter list for the stored procedure definition might look like: 1: CREATE PROCEDURE dbo.rpt_CustomerTransactionSummary 2: @starDate datetime, 3: @endDate datetime, 4: @customerIds IntegerListTableTableType READONLY   Note the ‘READONLY’ statement following the declaration of the @customerIds parameter. SQL Server requires any table-valued parameter be marked as ‘READONLY’ and no DML (INSERT/UPDATE/DELETE) statements can be performed on a table-valued parameter within the routine in which it’s used. Aside from the DML restriction, however, you can do pretty much anything with a table-valued parameter as you could with a normal TABLE variable. With the user defined type and stored procedure defined as above, we could invoke like this: 1: DECLARE @cusomterIdList IntegerListTableType 2: INSERT @customerIdList VALUES (1) 3: INSERT @customerIdList VALUES (2) 4: INSERT @customerIdList VALUES (3) 5:  6: EXEC dbo.rpt_CustomerTransationSummary 7: @startDate = '2012-05-01', 8: @endDate = '2012-06-01' 9: @customerIds = @customerIdList   Note that we can simply declare a variable of type ‘IntegerListTableType’ just like any other normal variable and insert values into it just like a TABLE variable. We could also populate the variable with a SELECT … INTO or INSERT … SELECT statement if desired. Using The Table-Valued Parameter With ADO .NET Invoking a stored procedure with a table-valued parameter from ADO .NET is as simple as building a DataTable and passing it in as the Value of a SqlParameter. Here’s some example code for how we would construct the SqlParameter for the @customerIds parameter in our stored procedure: 1: var customerIdsParameter = new SqlParameter(); 2: customerIdParameter.Direction = ParameterDirection.Input; 3: customerIdParameter.TypeName = "IntegerListTableType"; 4: customerIdParameter.Value = selectedCustomerIds.ToIntegerListDataTable("Value");   All we’re doing here is new’ing up an instance of SqlParameter, setting the pamameters direction, specifying the name of the User Defined Type that this parameter uses, and setting its value. We’re assuming here that we have an IEnumerable<int> variable called ‘selectedCustomerIds’ containing all of the customer Ids for which the report should be run. The ‘ToIntegerListDataTable’ method is an extension method of the IEnumerable<int> type that looks like this: 1: public static DataTable ToIntegerListDataTable(this IEnumerable<int> intValues, string columnName) 2: { 3: var intergerListDataTable = new DataTable(); 4: intergerListDataTable.Columns.Add(columnName); 5: foreach(var intValue in intValues) 6: { 7: var nextRow = intergerListDataTable.NewRow(); 8: nextRow[columnName] = intValue; 9: intergerListDataTable.Rows.Add(nextRow); 10: } 11:  12: return intergerListDataTable; 13: }   Since the ‘IntegerListTableType’ has a single int column called ‘Value’, we pass that in for the ‘columnName’ parameter to the extension method. The method creates a new single-columned DataTable using the provided column name then iterates over the items in the IEnumerable<int> instance adding one row for each value. We can then use this SqlParameter instance when invoking the stored procedure just like we would use any other parameter. Advanced Functionality Using passing a list of integers into a stored procedure is a very simple usage scenario for the table-valued parameters feature, but I’ve found that it covers the majority of situations where I’ve needed to pass a collection of data for use in a query at run-time. I should note that BULK INSERT feature still makes sense for passing large amounts of data to SQL Server for processing. MSDN seems to suggest that 1000 rows of data is the tipping point where the overhead of a BULK INSERT operation can pay dividends. I should also note here that table-valued parameters can be used to deal with more complex data structures than single-columned tables of integers. A User Defined Type that backs a table-valued parameter can use things like identities and computed columns. That said, using some of these more advanced features might require the use the SqlDataRecord and SqlMetaData classes instead of a simple DataTable. Erland Sommarskog has a great article on his website that describes when and how to use these classes for table-valued parameters. What About Reporting Services? Earlier in the post I referenced the fact that our example stored procedure would be called from both a web application and a SQL Server Reporting Services report. Unfortunately, using table-valued parameters from SSRS reports can be a bit tricky and warrants its own blog post which I’ll be putting together and posting sometime in the near future.

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• Bunny Inc. – Episode 2. Mr. CIO meets Mrs. Sales Manager

  - by kellsey.ruppel(at)oracle.com

  How can you take advantage of a modern customer experience in your sales cycle? What can Mr. CIO come up with to improve customer interaction and satisfaction? See how Enterprise 2.0 solutions can help Bunny Inc. improve business responsiveness to market requests, sell more and simplify post sales support! Bunny Inc. - Episode 2. Mr. CIO meets Mrs. Sales ManagerTechnorati Tags: UXP, collaboration, enterprise 2.0, modern user experience, oracle, portals, webcenter, e20bunnies

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• ACORD LOMA 2010: Building Insurance Companies in the Clouds

  - by [email protected]

  Chuck Johnston, vice president of global strategy and alliances for Oracle Insurance, participated in a featured speaking session at ACORD LOMA 2010. He provides an update on his discussions with insurers at the show and after his presentation. Every year I always make a point of walking the show floor at the ACORD LOMA technology conference to visit with colleagues and competitors, and try to get a feel for which way the industry will move over the next 12 months. Insurers are looking for substance in cloud (computing), trying to mix business with pleasure (monetizing social networks), and expect differentiation through commodity (Software as a Service). The disconnect at this show is that most vendors are still struggling with creating a clear path from Facebook to customer intimacy, SaaS to core cost savings and clouds to ubiquitous presence. Vendors need to find new ways to help insurers find the real value in these potentially disruptive technologies by understanding the changes coming to the insurance business and how these new technologies impact the new insurance business. Oracle's approach to understanding the evolving insurance industry comes from a discussion with our customers in our Insurance CIO Council, where one of our customers suggested we buy an insurance company to really understand our customers. We have decided to do the next best thing and build our own model of an insurance company, Alamere Insurance, that uses the latest technologies to transform its own business. Alamere will never issue an actual policy, but it does give us a framework to consider the impacts of changes in the insurance landscape and how Oracle technology meets the challenge or needs to evolve to help our customers be successful. In preparing for my talk at the conference using Alamere as my organizing theme, I found myself reading actuarial memoranda on CSO table changes and articles on underwriting theory that really made me think about my customer's problems first and foremost, and then how Oracle technology can provide answers. As much as I prefer techno-thrillers and sci-fi novels to actuarial papers for plane reading, I got very excited about the idea of putting myself back in the customer shoes I haven't worn in a decade, and really looking at how Oracle can power the Adaptive Insurance Enterprise. Talking to customers and industry people after the session, the idea of Alamere seemed to excite people and I got a lot of suggestions as to what lines of business we should model and where we should focus first on technology uptake. One customer said to a colleague that Oracle's attempt to "share their pain" was unique among vendors. More about Alamere, and the Adaptive Insurance Enterprise next time. Chuck Johnston is vice president of global strategy and alliances for Oracle Insurance.

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• Hosted CRM Solutions from a Manager?s Perspective

  CRM, Customer Relationship Management is a method or process that is used to know the customer?s behavior and their needs and it helps in developing a stronger relation with them. This is only a defi... [Author: James Wong - Computers and Internet - April 29, 2010]

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• The Social Business Thought Leaders - Ray Wang

  - by kellsey.ruppel

  It seems both consumers and businesses are at the peak of the social hype. Overwhelmed by social media channels, platforms, and processes both in their private and professional life, many early adopters are starting to feel the social fatigue. Mirroring what happened with email and web sites during the late 1990's - early 2000's, more and more managers are looking to move from ubiquitous social media tactics to the most appropriate business use case and processes. This step becomes even more important considering the year over year contraction in IT budgets and the consequent need to maximize return on every dollar spent in new technologies. Ray Wang, CEO and Principal Analyst at Constellation Research, suggests engagement through collaborative technologies both as a conceptual model and a transformational tool for enterprises to reap business value. Without participation - the reasoning goes - there is no value and good technology alone is not enough to guarantee employee and customer adoption. Enterprise gamification is a new lever to succeed with Social Business by directing a critical mass of participation towards desired outcomes. What kind of outcomes? A recent study from Constellation Research (see 2012 Q1 Gamification Early Adopters Best Practices) highlights how Marketing, Customer Service and HR are leading the pack with gamification in processes such as: Sustaining long term customer loyalty (76.4%) Improving response in campaign to lead (74.5%) Right channeling incidents for resolution in social media (67.3%) Growing the number service and support incidents resolved by the community (63.6%) Improving employee referral rates and effective recruiting (43.6%) Driving on-boarding success with new hires (20%) More than simply adding badges, points and leaderboards to existing processes, enterprise gamification should be holistically embedded into employee and customer experience to stimulate specific behaviors. According to Ray Wang this can be done at three core levels: Measurable actions. The behaviors we want to facilitate consist of granular actions (i.e likes, comments, posts, recommendations, etc) and more complex actions (i.e projects, initiatives, programmes) attributed to individuals, groups and/or external actors  Reputation. The reputation an individual has earned through his actions is a key factor in building motivation among others and it is determined by its identity, social standing status and competitiveness Incentives or the intrinsic and extrinsic rewards that motivate behaviors and drive actions Listen to Ray Wang's video-interview to learn more about the dynamics that are shaping the future of collaboration and how gamification can help organizations attain new levels of engagement.

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• Manageability at Oracle Openworld: a Guide to sessions for Partners

  - by Javier Puerta

  A large number of sessions focusing on Manageability will be taking place during the week of Oracle Openworld in San Francisco. To help you organize your schedule I am including below a list of sessions and events around Manageability that you will find of interest. PARTNER SPECIFIC SESSIONS Date/Time/Location  Session   Monday, October 1st, 2011 at 15:30 - 18:00 PST Grand Hyatt San Francisco 345 Stockton Street, San Francisco (Conference Theater) (It is a 15 minute walk from OOW Moscone Center. See directions here) Exadata & Manageability EMEA Partner Community Forum.- Listen to other partners share their experiences in selling and implementing Exadata and Manageability projects, and have a direct dialogue with some of the Oracle executives that are driving the strategy of the company in these areas. Agenda Welcome - Hans-Peter Kipfer, VP, Engineered Systems Oracle EMEA Next challenges in building and managing clouds - Javier Cabrerizo, VP, Business Development for Exadata, Oracle Corp. Partner Experiences: IT modernization, simplification and cost reduction: The case of a customer in Transportation & Logistics with custom applications and SAP. - Francisco Bermudez, Country Leader Infrastructure Services, Capgemini, Spain Nvision cloud project - Dmitry Krasilov, Head of Oracle Competence Center, Nvision Group, Russia From Exadata Ready to Exadata Optimized: An ISV Experience - Miguel Alves, Product Business Solutions Manager, WeDo Technologies, Portugal To confirm your participation send an email to [email protected] Tuesday, Oct 2, 11:45 AM - 12:45 PM - Marriott Marquis - Golden Gate A Developing Services for Private and Public Clouds.- The Oracle Cloud provides new business opportunities, secures business applications and data, and provides operational efficiencies and cost savings. For customers lacking the skill or time to architect, develop, or build a cloud, there is a growing demand for services practice partners that can deliver and manage Oracle Cloud solutions. In this session,• Become familiar with services examples and use cases that demonstrate how an Oracle Cloud can provide a solution to a customer’s needs today• Learn about Oracle architecture and best practices available for an Oracle Cloud instances• Identify the right Oracle technology and the optimal model for meeting customer needs while providing excellent revenues and an optimal margin for services delivered Wednesday, Oct 3, 1:15 PM - 2:15 PM - Marriott Marquis - Golden Gate B Using Management Already Built into Oracle Products: Oracle Enterprise Manager .- Engineered into Oracle products are management capabilities ready to be used. In this session, applicable to all partners, understand the growing market opportunities and how to use or include Oracle Enterprise Manager as part of your solution or services. Other Cloud sessions for Partners at the Oracle PartnerNetwork Exchange  Click here.-     OOW CUSTOMER SESSIONS   Download the Focus On Oracle Enterprise Manager Cloud Control 12c (and Private Cloud) guide for a full list of Exadata OOW sessions.  

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• Oracle Tutor: Top 10 to Implement Sustainable Policies and Procedures

  - by emily.chorba(at)oracle.com

  Overview Your organization (executives, managers, and employees) understands the value of having written business process documents (process maps, procedures, instructions, reference documents, and form abstracts). Policies and procedures should be documented because they help to reduce the range of individual decisions and encourage management by exception: the manager only needs to give special attention to unusual problems, not covered by a specific policy or procedure. As more and more procedures are written to cover recurring situations, managers will begin to make decisions which will be consistent from one functional area to the next.Companies should take a project management approach when implementing an environment for a sustainable documentation program and do the following:1. Identify an Executive Champion2. Put together a winning team3. Assign ownership4. Centralize publishing5. Establish the Document Maintenance Process Up Front6. Document critical activities only7. Document actual practice8. Minimize documentation9. Support continuous improvement10. Keep it simple 1. Identify an Executive ChampionAppoint a top down driver. Select one key individual to be a mentor for the procedure planning team. The individual should be a senior manager, such as your company president, CIO, CFO, the vice-president of quality, manufacturing, or engineering. Written policies and procedures can be important supportive aids when known to express the thinking for the chief executive officer and / or the president and to have his or her full support. 2. Put Together a Winning TeamChoose a strong Project Management Leader and staff the procedure planning team with management members from cross functional groups. Make sure team members have the responsibility - and the authority - to make things happen.The winning team should consist of the Documentation Project Manager, Document Owners (one for each functional area), a Document Controller, and Document Specialists (as needed). The Tutor Implementation Guide has complete job descriptions for these roles. 3. Assign Ownership It is virtually impossible to keep process documentation simple and meaningful if employees who are far removed from the activity itself create it. It is impossible to keep documentation up-to-date when responsibility for the document is not clearly understood.Key to the Tutor methodology, therefore, is the concept of ownership. Each document has a single owner, who is responsible for ensuring that the document is necessary and that it reflects actual practice. The owner must be a person who is knowledgeable about the activity and who has the authority to build consensus among the persons who participate in the activity as well as the authority to define or change the way an activity is performed. The owner must be an advocate of the performers and negotiate, not dictate practices.In the Tutor environment, a document's owner is the only person with the authority to approve an update to that document. 4. Centralize Publishing Although it is tempting (especially in a networked environment and with document management software solutions) to decentralize the control of all documents -- with each owner updating and distributing his own -- Tutor promotes centralized publishing by assigning the Document Administrator (gate keeper) to manage the updates and distribution of the procedures library. 5. Establish a Document Maintenance Process Up Front (and stick to it) Everyone in your organization should know they are invited to suggest changes to procedures and should understand exactly what steps to take to do so. Tutor provides a set of procedures to help your company set up a healthy document control system. There are many document management products available to automate some of the document change and maintenance steps. Depending on the size of your organization, a simple document management system can reduce the effort it takes to track and distribute document changes and updates. Whether your company decides to store the written policies and procedures on a file server or in a database, the essential tasks for maintaining documents are the same, though some tasks are automated. 6. Document Critical Activities Only The best way to keep your documentation simple is to reduce the number of process documents to a bare minimum and to include in those documents only as much detail as is absolutely necessary. The first step to reducing process documentation is to document only those activities that are deemed critical. Not all activities require documentation. In fact, some critical activities cannot and should not be standardized. Others may be sufficiently documented with an instruction or a checklist and may not require a procedure. A document should only be created when it enhances the performance of the employee performing the activity. If it does not help the employee, then there is no reason to maintain the document. Activities that represent little risk (such as project status), activities that cannot be defined in terms of specific tasks (such as product research), and activities that can be performed in a variety of ways (such as advertising) often do not require documentation. Sometimes, an activity will evolve to the point where documentation is necessary. For example, an activity performed by single employee may be straightforward and uncomplicated -- that is, until the activity is performed by multiple employees. Sometimes, it is the interaction between co-workers that necessitates documentation; sometimes, it is the complexity or the diversity of the activity.7. Document Actual Practices The only reason to maintain process documentation is to enhance the performance of the employee performing the activity. And documentation can only enhance performance if it reflects reality -- that is, current best practice. Documentation that reflects an unattainable ideal or outdated practices will end up on the shelf, unused and forgotten.Documenting actual practice means (1) auditing the activity to understand how the work is really performed, (2) identifying best practices with employees who are involved in the activity, (3) building consensus so that everyone agrees on a common method, and (4) recording that consensus.8. Minimize Documentation One way to keep it simple is to document at the highest level possible. That is, include in your documents only as much detail as is absolutely necessary.When writing a document, you should ask yourself, What is the purpose of this document? That is, what problem will it solve?By focusing on this question, you can target the critical information.• What questions are the end users likely to have?• What level of detail is required?• Is any of this information extraneous to the document's purpose? Short, concise documents are user friendly and they are easier to keep up to date. 9. Support Continuous Improvement Employees who perform an activity are often in the best position to identify improvements to the process. In other words, continuous improvement is a natural byproduct of the work itself -- but only if the improvements are communicated to all employees who are involved in the process, and only if there is consensus among those employees.Traditionally, process documentation has been used to dictate performance, to limit employees' actions. In the Tutor environment, process documents are used to communicate improvements identified by employees. How does this work? The Tutor methodology requires a process document to reflect actual practice, so the owner of a document must routinely audit its content -- does the document match what the employees are doing? If it doesn't, the owner has the responsibility to evaluate the process, to build consensus among the employees, to identify "best practices," and to communicate these improvements via a document update. Continuous improvement can also be an outgrowth of corrective action -- but only if the solutions to problems are communicated effectively. The goal should be to solve a problem once and only once, which means not only identifying the solution, but ensuring that the solution becomes part of the process. The Tutor system provides the method through which improvements and solutions are documented and communicated to all affected employees in a cost-effective, timely manner; it ensures that improvements are not lost or confined to a single employee. 10. Keep it Simple Process documents don't have to be complex and unfriendly. In fact, the simpler the format and organization, the more likely the documents will be used. And the simpler the method of maintenance, the more likely the documents will be kept up-to-date. Keep it simply by:• Minimizing skills and training required• Following the established Tutor document format and layout• Avoiding technology just for technology's sake No other rule has as major an impact on the success of your internal documentation as -- keep it simple. Learn More For more information about Tutor, visit Oracle.Com or the Tutor Blog. Post your questions at the Tutor Forum.   Emily Chorba Principle Product Manager Oracle Tutor & BPM 

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