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• 15 Kasim 2012 Oracle Day

  - by TUFEKCIOGLU,FATIH

     15.Kasim'da Harbiye Istanbul Kongre Merkezi'nde düzenlenecek Oracle Day'e ait etkinlik bilgileri : Oracle Day etkinlik bilgileri için tiklayiniz    En Son Teknolojiden Faydalanin: Inovasyona ve Rekabete Zaman Birakin 15 Kasim 2012 Bulut Bilisim, Mobilite, Sosyal Medya ve Büyük Veri, bildigimiz dünyayi yeniden tanimliyor. Bu teknolojileri kurumuna ilk getirenlerden biri olun; daha hizli yeni ürün ve hizmet gelistirme, müsteri deneyimini iyilestirme ve yeni inovatif is modellerini hayata geçirme firsati yakalayarak rekabetteki konumunuzu güçlendirin. Oracle ve is ortaklari bu noktada size, teknolojik yenilikleri kurumunuza uyarlamanizda yardim ederken, sizin de piyasadaki degisimlerden rakiplerinizden önce avantaj elde etmenizi saglar. Oracle'in, birlikte çalismak için tasarlanmis olan yazilim ve donanimlarda en yeni teknolojileri kullanarak, bilgi teknolojilerini nasil sadelestirdigini ögrenmek için Oracle Day'de bize katilin. Oracle Day'de: Oracle'in Bulut Bilisim, Büyük Veri, Sosyal Medya, is uygulamalari çözümleri hakkinda bilgi edinme, Basarili is dönüsümleri hakkinda örnek basari hikayelerini dinleme, Sizinle ayni zorluklari tecrübe eden sektör çalisanlariyla biraraya gelme, Oracle uzmanlari ve is ortaklari ile tanisma ve yeni ürün tanitimlarini izleme, Oracle OpenWorld'den en yeni ürün bilgilerini edinme firsatini kaçirmayin... Saygilarimizla, Oracle Türkiye Hemen Kaydolun! Platin Sponsor Istanbul Kongre Merkezi Taskisla Caddesi Harbiye 34367 Istanbul / Türkiye 15 Kasim 2012, Persembe 08:30 - 18:30 LCV: [email protected] oracle.com/oracleday Bizi takip edin: #oracleday   Oracle Is Ortagi Müsteri Basari Hikayesi TROUG Sunum Ingilizce'dir  Günün Ajandasi 08:45-09:30 Kayit 09:30-10:00 Hos Geldiniz Filiz Dogan, Genel Müdür, Oracle Türkiye 10:00-10:30 Navigating Complexity by Simplifying I.T. Andrew Mendelsohn, Kidemli Baskan Yardimcisi, Oracle Veritabani Sunucu Teknolojileri, Oracle           10:30-11:00 Dönüsümsel Bulut Yolculugu Ilker Kuruöz, CIO, Turkcell 11:00-11:20 Yeni Dönemde Veri Merkezlerinin Olmazsa Olmazlari Yalim Eristiren, Genel Müdür Yardimcisi, Intel 11:20-11:30 Slimfit Feyza Narli, Is Çözümleri Direktörü, Innova 11:30-12:00 Java ile Inovasyon Cuma Yigit, Teknik Mimar, Etiya Yusuf Tok, Java Grup Yöneticisi, OBSS Ersun Engel, Satis Müdürü, Oracle 12:00-12:10  Kahve Molasi       1. SALON 2. SALON 3. SALON 4. SALON 5. SALON 6. SALON 7. SALON 8. SALON 9. SALON 10. SALON   Müsteri Deneyimi: Çalisaninizi Yetkinlestirin. Markanizi Güçlendirin. Is Süreçlerinde Degisim Daha Fazla Veri, Daha Hizli Sonuç: Isinizi Analitik Çözümlerle Güçlendirin Peki Ama Nasil? Bulut Uygulayicilari için Çözüm Haritasi Is Uygulamalarinizda Inovasyonun Gücünü Kullanin Yeni Nesil Veri Merkezi ile BT'nin Gücünü Ortaya Çikartin Oracle & Is Ortaklari Çözümleri - Basari Hikayeleri I Oracle & Is Ortaklari Çözümleri - Basari Hikayeleri II Oracle Finansal Hizmetler - Core Banking and Analytical Solutions Oracle User Group (TROUG) 12:10-12:40 Müsteri Deneyimi: Çalisaninizi Yetkinlestirin. Markanizi Güçlendirin. Tekfen Ceyhan Çelik Fabrikasi Maliyet Yönetimi ve Üretim Takibi Daha Fazla Veriyle, Daha Hizli Hareket: Yaraticiligi Aksiyonla Güçlendirme Architect Your Cloud: A Blueprint for Cloud Builders Technology Strategies that Drive Business Excellence: Get Social. Be Mobile. Run Cloud. Yeni Nesil Veri Merkezi ile BT'nin Gücünü Ortaya Çikartin Innovate with Oracle - Virtual Banking and Self Service Channels What's Next for Oracle Database?   Oracle Innova Oracle Oracle Oracle Oracle Oracle Oracle 12:40-13:40 Ögle Yemegi 13:40-14:10 Uygulamalariniz Artik Bulutta 21. Yüzyilda Finans: Potansiyeli Kullanin - Sonuçlara Ulasin! "Düsünce Hizinda" Intel Islemcili Oracle Büyük Veri ve Is Analitigi Çözümleri Deniz Seviyesinden Bulutlara I CRM'inizi Sosyallestirin: Telaura Sosyal CRM Yeni Nesil Veri Merkezinde Trend: Sadelik Abone Bilgi Yönetim Sistemi (ABYS) Yüksek Oracle Veri Tabani Performansi - Oracle Veri Tabani Oracle Veri Depolama Sistemi ile Entegre Oldugunda Sigortacilikta Finansal Transformasyon ve Entegre Veri Ambari Çözümleri SQL/PLSQL Yeni Özellikler   Oracle Oracle Intel Oracle Etiya Oracle Inspirit Oracle Oraturk TROUG 14:10-14:20  Kahve Molasi 14:20-14:50 Satis ve Pazarlamada Sosyal Mecralar Müsteri Basari Hikayeleri Paneli: Degisim Yolculugu ve Sonuçlari Tukas'in Analitik Yolculugu Deniz Seviyesinden Bulutlara II Loupe: IP Tabanli Servisler için Proaktif Izleme Veri Merkezinizdeki Riskleri Ortadan Kaldirin Oracle iAS to WebLogic Migrasyonu Oracle ZFS Storage Appliance - Turkcell Deneyimleri Analytical Transformation - Risk and Finance Together to Address the Regulatory Changes Today and Tomorrow Veri Madenciligi Veritabaninda Yapilir: Uygulamalariyla Oracle R Enterprise ve Oracle Data Mining Opsiyonu   Oracle Akbank, Teknosa, Dogus Holding, Ceynak Gtech Oracle Netas Oracle OBSS Turkcell&Gantek Oracle TROUG 14:50-15:00  Kahve Molasi 15:00-15:30 Yetenek Yönetiminde Entegre Çözümler: Taleo ile Ise Alim Artik Daha Kolay Müsteri Basari Hikayeleri Paneli: Degisim Yolculugu ve Sonuçlari Büyük Veri & Exalytics - Exadata'nin Gelecek Rotasi - Bütünlesik (Engineered) Sistemler'de Ücretsiz Platin Hizmetleri Aksigorta Oracle ATS (Application Testing Suite) ile Uygulamalarini Nasil Test Ediyor? Üstün Performans ve Esneklik ile Servis Seviyenizi Arttirin Akilli Belediyecilik Uygulamalarinda Oracle BPM ile Süreç Yönetimi Teyp ile Uçtan Uca Yedekleme Çözümleri Connecting with Customers to Enhance Revenue Generation: Unleashing the Power of an Enterprise Revenue Management and Billing Solution Günümüzün Uygulama Mimarisi Sorunlari ve Çözüm Önerileri   Oracle Akbank, Teknosa, Dogus Holding, Ceynak Oracle Oracle Aksigorta Oracle Sampas Remivac Oracle TROUG 15:30-15:40  Kahve Molasi 15:40-16:10 JD Edwards Yeni Sürüm ile Satis Agi Yönetimi Oracle Policy Automation ile Türkçe Merkezi Is Kurallari Yönetimi Oracle BI ile Kurumsal Karne Çözümleri Turkcell Süperbulut ile Yazilim Artik Hizmetinizde Bütünlesik (Engineered) Sistemler Artik SAP Müsterilerinde de Fark Yaratiyor Yeni Nesil Veri Merkezi Olusturma: Denenmis ve Ispatlanmis Yöntemler Türk Telekom SOA Projesi Basari Hikayesi Yapi Kredi Sigorta Uygulamalarinda Son Kullanici Deneyimini Nasil Izliyor? 2013 NFC Trendleri Karagöz ile Hacivat Veri Tabaninda   TupperWare & Akademi Danismanlik Oracle Oracle Turkcell Oracle Oracle Türk Telekom Yapi Kredi Sigorta Smartsoft TROUG 16:10-16:20  Kahve Molasi 16:20-16:50 Tutarli, Tekil Veriye Yolculuk: Oracle Ana Veri Yönetimi Turkcell/Superonline'da Varlik Yönetimi Her Tür Verinin Endeca ile Rahat Analizi Bulut Bilisim'de Güvenlik Nasil Saglanir? Rekabette Kazanmak: GoldenGate ile Dogru Kararlari Rakiplerinizden Önce Verin. Veri Merkeziniz için Bulut Altyapi Stratejileri Oracle Orkestrasi: Çok Sesli Yönetime Kulak Verin Lojistik Zekasi / Horoz Lojistik Basari Hikayesi Bütünlesik Sistemler (Engineered Systems) ile Yüksek Performansli Java Uygulamalari International Growth - Helping the Banks Standardize Overseas Operations Oracle Big Data   Oracle Turkcell Oracle Oracle Oracle Oracle Kora & Horoz Lojistik Oracle Oracle TROUG 16:50-18:30  Kokteyl     Eger bir kamu kurumunun/kurulusunun çalisani veya görevlisi iseniz, bu etkinlige iliskin önemli etik kurallara iliskin bilgi için lütfen buraya tiklayiniz Copyright 2012, Oracle and/or its affiliates. All rights reserved. Bize Ulasin | Yasal Uyarilar | Gizlilik Beyani

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• La Universidad Estatal de California estandariza 23 campus a través de Oracle PeopleSoft

  - by Noelia Gomez

  Normal 0 21 false false false ES X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-family:"Calibri","sans-serif"; mso-ascii- mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi- mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} El sistema universitario más grande de los Estados Unidos consolida la Gestión Financiera y consolidará la gestión del capital humano para mejorar la eficiencia y reducir los costes. Normal 0 21 false false false ES X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-family:"Calibri","sans-serif"; mso-ascii- mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi- mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} La Universidad Estatal de California (CSU) está estandarizando su sistema de 23 campus y la Oficina del Rector con las aplicaciones de Oracle PeopleSoft. La CSU es el mayor sistema universitario público en los Estados Unidos. Los premios CSU con 90.000 grados por año y desde su creación en 1961, ha otorgado casi 2,6 millones. Como parte de su plan estratégico, “Acces to Excellence”, la CSU se ha comprometido a tomar ventaja de la tecnología para satisfacer las futuras necesidades de educación y ha creado los Sistemas Comunes de Gestión (CMS). La misión de CMS es brindar un servicio de calidad eficiente, eficaz y de calidad a los estudiantes, profesores y personal de los 23 campus de la CSU y la Oficina del Decanato. En un esfuerzo por mejorar la eficiencia y reducir los costes de todo el sistema, la CSU ha consolidado sus procesos de gestión financiera y los sistemas a través de PeopleSoft Financial Management. Para proporcionar una visión unificada de las operaciones financieras, CSU ha consolidado 22 campus en un mismo sistema a través de PeopleSoft Financials. Estas aplicaciones incluyen: Contabilidad, Facturación, Cuentas a Pagar, Cuentas a Cobrar y Compras. CSU también utiliza Oracle Business Intelligence Enterprise Edition para el análisis y presentación de informes. CSU está consolidando en PeopleSoft Human Capital Management (HCM) en pos de varios objetivos estratégicos como, entre otros: atraer y retener al personal superior y de la facultad. El sistema financiero consolidad de la CSU es ahora el mayor despliegue único de educación superior de PeopleSoft Financials en los Estados Unidos. Una centralización de esta envergadura no tiene precedentes, y sin embargo todavía se completó a tiempo y dentro del presupuesto. Una vez completado, la CSU también será el mayor despliegue de educación superior de PeopleSoft HCM. CSU también utiliza PeopleSoft Campus Solutions para gestionar sus operaciones académicas de los estudiantes, incluyendo la programación y registro de clases, cálculo y recaudación de las tasas, la concesión de la ayuda financiera y la evaluación y el progreso académico de los estudiantes. Las aplicaciones de Oracle PeopleSoft están diseñadas para atender las necesidades de negocio más complejas. Estas proveen soluciones integrales de negocios y de industria, permitiendo a las organizaciones aumentar la productividad, acelerar el rendimiento del negocio y un menor coste total de propiedad.PeopleSoft de Oracle Campus Solutions es una completa suite de software diseñado para las necesidades cambiantes de las instituciones de educación superior. Oracle sigue colaborando con la CSU y los colegios y universidades de todo el mundo para ofrecer los sistemas de administración y desarrollo de estudiantes más sensible y comprensivo y disponibles en la actualidad. Unisys está implantando aplicaciones PeopleSoft CSU y facilitando el acceso a los estudiantes, profesores y personal de las universidades a través de la solución de Unisys Hosted Secure Private Cloud. Unisys es un miembro de nivel Platino de Oracle PartnerNetwork (OPN). "Con el fin de seguir cumpliendo los objetivos de nuestro plan estratégico, creemos que es fundamental para estandarizar nuestros procesos operativos - tanto en el back office como allí donde lleguen nuestros estudiantes todos los días - maximizar nuestra inversión en tecnología y reducir costes", dijo Larry Furukawa-Schlereth, Director de Finanzas, Sonoma State University, y presidente del Comité Global Ejecutivo de Gestión de la CSU, California State University. "Contar con una vista única de toda la información importante en un sistema ayuda a la Universidad Estatal de California a continuar ofreciendo excelentes oportunidades de educación a un coste asequible mientras ayudamos a dar forma a la futura calidad de vida cívica y económica en California". Conozca más sobre Peoplesoft aquí: Normal 0 21 false false false ES X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-family:"Calibri","sans-serif"; mso-ascii- mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi- mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} Oracle’s PeopleSoft Applications Oracle in Higher Education Oracle’s PeopleSoft Financial Management Oracle’s PeopleSoft Human Capital Management Oracle’s PeopleSoft Campus Solutions Oracle Human Capital Management Blog Oracle HCM on Twitter Oracle Higher Education on Facebook Oracle Higher Education on Diigo

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• Top tweets SOA Partner Community – October 2013

  - by JuergenKress

  Send your tweets @soacommunity #soacommunity and follow us at http://twitter.com/soacommunity Ronald Luttikhuizen ?My latest upload: SOA Made Simple | Introduction to SOA on @slideshare http://www.slideshare.net/rluttikhuizen/soa-made-simple-introduction-to-soa … via @SlideShare OTNArchBeat ?ArchBeat Link-o-Rama for October 4, 2013 #cloud #linux #oaam #soa http://pub.vitrue.com/y4SK Lucas Jellema ?My blog article shows news on the new SOA Suite 12c release - as it was publicly available during #oow13 see: http://technology.amis.nl/2013/09/27/oow13-soa-suite-12c/ … Yogesh Sontakke ?Introducing OER's new Express Workflows - Simplified Lifecycle Management. Blog post: http://bit.ly/16JKHCf @soacommunity #soagovernance SrinivasPadmanabhuni ?"@OTNArchBeat: SOA and User Interfaces - by @soacommunity @HajoNormann @gschmutz @t_winterberg et al #industrialsoa http://pub.vitrue.com/KmOp " SOA Community ?SOA and User-Interfaces http://servicetechmag.com/I76/0913-2 article published part of #industrialSOA at Service Technology Magazine #soacommunity Estafet Limited ?@Estafet win @UKOUG Middleware Partner of the Year 2013 Yogesh Sontakke ?RT @VikasAatOracle: #Oracle #B2B - written by experts #soa #soacommunity #oraclesoa - time to get a copy ! @SOAScott Danilo Schmiedel ?Thanks a lot to Juergen @soacommunity for the super interesting and well-organized Partner Advisory Council yesterday! Such a Great Value! OTNArchBeat ?Case management supporting re-landscaping application portfolios | @leonsmiers http://pub.vitrue.com/MC5j Samantha Searle ?Apply for the #GartnerBPM 2014 Excellence Awards - find out how via this link http://ow.ly/ptaNQ #Gartner #bpm #process #entarch #cio OTNArchBeat ?SOA and User Interfaces - by @soacommunity @hajonormann @gschmutz @t_winterberg et al #industrialsoa http://pub.vitrue.com/KmOp Dain Hansen ?Hybrid #cloud is on the rise, but is the IT department's culture standing in the way? http://add.vc/eJN #CloudIntegration #OracleSOA OTNArchBeat #SOASuite 11g ps6 - Download your log files directly from the Enterprise Manager | @whitehorsenl http://pub.vitrue.com/KrJ2 Whitehorses ?Whiteblog: SOA Suite 11g ps6 - Download your log files directly from the Enterprise Manager (http://goo.gl/2Gqiax ) Rajesh Raheja ?Cloud integration session recap #oow13 http://blog.raastech.com/2013/09/recap-of-real-world-cloud-integration.html?m=1 … Vikas Anand ?@Ahmed_Aboulnaga thanks for the excellent summary and kind words. #oow13 #cloud #oraclesoa http://blog.raastech.com/2013/09/recap-of-real-world-cloud-integration.html?m=1 … Luis Augusto Weir ?REST is also SOA. Check it out http://www.soa4u.co.uk/2013/09/restful-is-also-soa.html?m=1 … #soacommunity Graham ?“@OracleBPM & @soacommunity: 5 Ways to Modernize Applications with BPM #AppAdvantage" #oracleday http://bit.ly/15yC6e3 SOA Community ?#ACED director asked me for BPM references in FSI - ever visited my #SOACommunity workspace? https://beehiveonline.oracle.com/teamcollab/overview/SOA_Community_Workspace … #soacommunity #bpm OracleBlogs ?SOA Community Newsletter September 2013 http://ow.ly/2Aj6oK OTNArchBeat ?OOW13: First glimpses of the new #SOASuite12c | @LucasJellema http://pub.vitrue.com/2YgX sbernhardt ?Just published new blog entry on OOW 2013 wrap up. http://thecattlecrew.wordpress.com/2013/09/30/oracle-open-world-2013-wrap-up/ … #oow13 @OC_WIRE @soacommunity Emiel Paasschens ?Home with family after an overwhelming #OOW week in San Francisco with lot of info & meetings. Special thanx to @OracleBelux & @soacommunity Robert van Mölken ?Had a awesome week at #OOW13 in SF. Highlights were the @soacommunity Wine tour, @OracleBelux meet-ups and @OracleSOA CAB. Thanks to all :) SOA Community ?The place Oracle Fusion middleware comes from - Oracle 200 - TKs office - next Oracle 100 - SOA & BPM #soacommunity pic.twitter.com/qibFOQVbRo Oracle BPM ?5 Ways to Modernize Applications with BPM #AppAdvantage http://pub.vitrue.com/l2dn Simon Haslam ?Ha ha - how did we miss that! RT @lucasjellema: Post conference announcement of a new middleware appliance? #oow13 pic.twitter.com/3NvcjPfjXb OTNArchBeat ?The OTNArchBeat Daily is out! http://paper.li/OTNArchBeat/1329828521 … ? Top stories today via @lucasjellema @myfear @TylerJewell Packt Publishing ?Get 50% off ALL our DRM-free eBooks - this weekend only! Go to http://www.packtpub.com/ and use code BIG50, as often as you like! #BIG50 OracleBlogs ?Global Perspective: ACE Director from EMEA Weighs in on AppAdvantage http://ow.ly/2Afek2 orclateamsoa ?#orclateamsoa Blog: BPM Auditing Demystified - I've heard from a couple of customers recently asking about BPM aud... http://ow.ly/2AfbAn AMIS, Oracle & Java ?Cool #soasuite 12c feature managed file transfer - visit Dave Barry at demo point sr212 #oow #soacommunity pic.twitter.com/gb4HLbUarR SOA Community ?Let us know what was best at #OOW @soacommunity save trip home - thanks for coming to #SF ;-) see you at #OOW2014 pic.twitter.com/xbWXjRapqh Lonneke Dikmans ?Nice @dschmied is talking about the different steps in his project. He starts with explaining the user interface design #oow13 #ux #acm Lonneke Dikmans ?Saving the best for the end: managing knowledge worker processes by @dschmied and Prasen.#oow13 #acm cool stuff: adaptive case management Luis Augusto Weir ?SOA Governance is more than just OER. Requires people, processes and tools. Check it out #SOA #soacommunity http://youtu.be/Ohn06smVKVw Lonneke Dikmans ?“@OracleSOA: #oow Join us for:Enterprise SOA Infrastructure Best Practices Thu 9/26 2:00 PM - 3:00 PM Moscone West - 2020 SOA Community ?Business Process Management (BPM) 11g PS6 Awareness Course http://wp.me/p10C8u-1as Ajay Khanna ?Detect, Analyze, Act - Fast! http://wp.me/p10C8u-1ao via @soacommunity #OracleBPM Simone Geib ?It took a while, but I finally reached 500 followers. Thanks everybody and especially @soacommunity :) SOA Community ?Functional Testing Business Processes In Oracle BPM Suite 11g by Arun Pareek http://wp.me/p10C8u-1aq SOA Community Distribute the September edition of the SOA Community newsletter READ it! Didn't receive it register http://www.oracle.com/goto/emea/soa #soacommunity SOA Community ?Detect, Analyze, Act - Fast! by Ajay Khanna http://wp.me/p10C8u-1ao Robert van Mölken ?Finalised my #OOW presentation #CON8736 and live demo on wednesday 25th at 11:45am. Also giving a short version at the SOA CAB on thursday. Rajesh Raheja ?"The AppAdvantage of Oracle Cloud & On-premises Integration" http://bit.ly/14RYHmZ SOA Community ?Additional new content SOA & BPM Partner Community http://wp.me/p10C8u-1aw Dain Hansen ?Right now #oow13 SOA, BPM - Customer Advisory Boards. 'No tweeting' says @SOASimone. Instagram of funny cats still ok. leonsmiers ?Case Management with Oracle BPM Suite our presentation on #oow13 http://www.slideshare.net/leonsmiers/oracle-open-world-2013-case-management-smiers-kitson … #capgemini @nkitson72 Mark Simpson ?Flextronics reduced cost of processing an invoice to <$1 from $7 due to BPM @OracleBPM #oow13 saving millions. Way less than industry avg. Holger Mueller ?#Siemens Shared Services CIO says that #Fusion #Middleware made the difference for #Oracle over #Workday. #Integration matters. #OOW13 oracleopenworld ?Miss any #oow13 keynotes, or simply want to rewatch? Check out the live streaming site for keynotes on demand: http://pub.vitrue.com/RG4D SOA Community ?Analyze your m2m data and act on it! Big data Pattern matching, fast data & soa #soacommunity #oow pic.twitter.com/48Q1z4ckh7 SOA Community ?Top tweets SOA Partner Community – September 2013 http://wp.me/p10C8u-1cR Simone Geib ?#oraclesoa hands on lab at #oow13 pic.twitter.com/IJJrqXIMiu Danilo Schmiedel #oow13 CON8436: Managing Knowledge Worker Processes. Come & get a free Adaptive Case Management poster @soacommunity pic.twitter.com/FRc2CSyLwb John Sim ?Great job again Jurgen @soacommunity helping bring Ace Community together! Danilo Schmiedel ?Excellent #OracleBPM Adaptive Case Management intro by @heidibuelowBPM and Prasen at the #oow13 demo ground.Last chance today @soacommunity SOA Community ?Thanks to all our #bpm #soa and #weblogic partners for the great middleware business #oow #soacommunity pic.twitter.com/dBwZ8DMHfH Whitehorses ?Thanks @soacommunity for the party tonight. Great to meet product management & see all the talented EMEA middleware specialists. #oow13 Danilo Schmiedel ?Great tool demo from Link Consulting about managing your SOA with OER #oow13 @soacommunity Torsten Winterberg ?“@soacommunity: thanks to @dschmied and @OC_WIRE for making it happen to have our case management poster as printed version hier at #oow13 Ronald Luttikhuizen ?These were the architects involved in the diagram excitement :) just after State of SOA podcast with @OTNArchBeat pic.twitter.com/5B8jIrVTA9 SOA Community ?Tanks to AVIO for the excellent #bpmn poster and the great bpm business - visit then at #OOW & get the poster pic.twitter.com/ebTg9pFY1C Dain Hansen ?Kurian introducing Oracle Platform-as-a-Service developments. #oow13 #OracleCloud pic.twitter.com/evJLTU53rx Bruce Tierney ?API Management "multi-level pie chart" at #oow13 by Oracle's Tim Hall pic.twitter.com/q12OIRdaue Dain Hansen ?This is not your Daddy's BAM @soacommunity: Is this BAM? Very cool in #soasuite 12c get a demo at sr225 pic.twitter.com/EvwqXW9U5j SOA Community ?Is this BAM? Very cool in #soasuite 12c get a demo at sr225 pic.twitter.com/LybHxyF362 SOA Community ?SOA governance by @Yogesh_Sontakke at demo point sr214 many good new features - key for soa projects #oow #soa pic.twitter.com/DFK0ummsK1 SOA Community ?Cool #soasuite 12c feature managed file transfer - visit Dave Barry at demo point sr212 #oow #soacommunity pic.twitter.com/GDKcqDGhCF SOA Community ?Adaptive Case Management demo point at #OOW visit @heidibuelowBPM get a demo and cmmn notation poster #soacommunity pic.twitter.com/T7yEyI7tdn Lonneke Dikmans ?In case you missed it: http://blog.vennster.nl/2013/09/case-management-part-1.html?spref=tw … Lucas Jellema ?SOA Suite news: Cloud Adapters RightNow and SalesForce plus SDK to develop custom cloud adapters (CY13); REST/JSON support in SB/SCA (12c) Oracle SOA ?Cloud Integration and AppAdvantage: Transform your Enterprise #soa #oow13 http://pub.vitrue.com/UfPB Dain Hansen ?Cloud Integration and AppAdvantage: Transform your Enterprise #soa #oow13 http://pub.vitrue.com/4QWA Hajo Normann ?#BigData, eventing & real time #analytics suggest timely next actions in #oracleBPM & #oracleACM; #oow13 #FastData pic.twitter.com/aFVGrTXPqu Mark Simpson ?OEP CQL engine now used in BAM12c for event stream summary computation with temporal and pattern match features to feed dashboards. #oow13 Mark Simpson ?BAM12c virtually a new product. Analytics that senses ahead of time and also compares to historical trends to guide process or case #oow13 Andrejus Baranovskis ?Enabling UI Shell 12c/11g Multitasking Behavior http://fb.me/18l9vxQfA Amit Zavery ?Oracle Fusion Middleware Empowers Business Users, EVP Thomas Kurian's session summary http://onforb.es/18Ta1jf #oow13 #oraclemiddle #oracle Vikas Anand ?#oow13 #oracleopenworld BPM on display at Middleware keynote by Thomas Kurian pic.twitter.com/PMm719S0Ui SOA Community ?BPM composer - business user empowerment #oow #soacommunity #bpmsuite pic.twitter.com/0Qgl6oVh0h SOA Community ?Model your process in BPMN - make is executable and analyze & improve them #oow #soacommunity pic.twitter.com/jkLlObDdoi Bruce Tierney ?@demed and Thomas Kurian talk mobile and cloud at #oow13 pic.twitter.com/bAAeqn5a2V Amit Zavery ?Thomas Kurian showcasing all the new features of Oracle Fusion Middleware #oraclemiddle #oow13 SOA Community ?Demo time cloud adapters in #soasuite at Thomas Kurian keynote. Build and integrate mobile apps in minutes #oow pic.twitter.com/qTnCOJLLwS SOA Community ?Soa suite cloud adapters and mobile apps by @demed at Thomas Kurian keynote #oow #oracle #soacommunity pic.twitter.com/5aMLkNH4Ng Danilo Schmiedel ?First impressions from Oracle Open World 2013 http://wp.me/p2fG8x-77 @soacommunity @OC_WIRE SOA Community ?Good morning SFO let us know if you attend #OOW & #OPN keynote - #soacommunity pic.twitter.com/hzLYGDlRgE Simon Haslam ?Had a very useful @wlscommunity PAC meeting yesterday... & probably the best swag to date! pic.twitter.com/Lqus8ysbp7 Vikas Anand ?Oracle SOA Suite - Team Blog http://bit.ly/18I1Zj7 Rajesh Raheja ?Introducing new Cloud Connectivity Adapters #soa #demopod #oow13. I'll be there Sep 23 & 24 3-6pm to meetup http://bit.ly/18I1Zj7 leonsmiers ?..and again a very successful Oracle SOA/BPM partner council on the eve of #oow13. Thanks Jurgen! @soacommunity pic.twitter.com/aM1LMlb7Yw Vikas Anand ?#oow13 #soa #oep #exalogic Canon Delivers Fast Data with Oracle Event Processing (Oracle SOA Suite) http://bit.ly/1dwPeHb #soacommunity Rolf Scheuch ?The ACM poster is a big success. Great talks and .... I am soon out of posters! #bpmcon #ACM pic.twitter.com/TriaUyXRWK Oracle SOA ?British Telecom Sucess with Oracle B2B #oow #soa #b2b http://pub.vitrue.com/1RWi leonsmiers ?(Oracle) Case Management supporting re-platforming, a pre-read before our presentation at #oow13 http://leonsmiers.blogspot.com/2013/09/case-management-supporting-re.html … #capgemini #yammer SOA & BPM Partner CommunityFor regular information on Oracle SOA Suite become a member in the SOA & BPM Partner Community for registration please visit www.oracle.com/goto/emea/soa (OPN account required) If you need support with your account please contact the Oracle Partner Business Center. Blog Twitter LinkedIn Facebook Wiki Mix Forum Technorati Tags: Twitter,SOA,Oracle BPM,Community,OPN,Jürgen Kress

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• Your Day-by-Day Guide to Agile PLM at Oracle OpenWorld 2012

  - by Kerrie Foy

  This year’s Oracle OpenWorld conference is nearly here, and we’re all excited about what we have planned! With five days of activities and customer presenters from market leaders and top innovators like The Coca-Cola Company, Starbucks, JDSU, Facebook, GlobalFoundries, and more, this is an event you don't want to miss. I've compiled this day-by-day guide to help anyone keep track of all the “Product Lifecycle Management and Product Value Chain” sessions and activities at OpenWorld 2012, September 30 – October 4 in San Francisco, California.  Monday, October 1 There are great networking activities on Sunday September 30, but PLM specific sessions start after general conference keynotes on Monday, October 1 at 10:45 a.m. at the InterContinental Hotel in room Telegraph Hill. In fact, most of our sessions this year will be held in this room, which is still close to the conference keynotes in Moscone, but just far enough away to allow some focused networking and discussions.   This first session, 10:45 – 11:45 a.m. is a joint session with the Agile and AutoVue teams, entitled “Streamline PLM Design-to-Manufacturing Processes with AutoVue Visualization Soltuions” featuring presenters from Oracle as well as joint AutoVue and Agile PLM customer GlobalFoundries. In the following 12:15 – 1:15 p.m. slot, there are two sessions to choose from, so if you have a team of representatives attending OpenWorld, you may consider splitting up to catch both of these: a) Our General Session will be held in the InterContinental Hotel Ballroom C, which will cover our complete enterprise PLM strategy, product updates, and roadmaps. It’s our pleasure to feature a customer keynote presentation from Chris Bedi, CIO, and Rajeev Sethi, Director IT Business Engagement, of JDSU. b) A focused session on integrating PLM with Engineering and Supply Chain Systems will be held on the second floor of Moscone West (next to the InterContinental) in room 2022. Join to discover how these types of integrations help companies manage common and integrated design information across all MCAD, ECAD, and software components. After a lunch break and perhaps a visit to the Demogrounds in Moscone West, select from two product roadmap sessions in the next time slot (3:15 – 4:15 p.m.): an Agile 9.3.x session located in the InterContinental’s Ballroom C, and an Agile PLM for Process session located back in the InterContinental’s Telegraph Room. Both sessions will have strong content around each product line’s latest releases, vision, and customer examples. We are very pleased to feature Daniel Soosai of Facebook in the A9 session and Vinnie D’Agostino of The Coca-Cola Company in the PLM for Process session. Afterwards, hang in there for one last session of the day from 4:45 – 5:45 p.m.; it’s an insightful discussion on leveraging Agile PLM as the Foundation for Enterprise Quality Management, and it’s sure to be one of the best. In the Telegraph Room, this session will feature Oracle experts, partner co-presenter David Bartlett from CPG Solutions, and customer co-presenter Thomas Crowe, CIO of PL Developments. Hear their experience around implementing collaborative, integrated solutions to ensure effective knowledge transfer throughout an organization, and how to perform analysis in real time to resolve product quality issues swiftly and efficiently. On Monday evening there will be plenty of industry, product, and partner dinners, so take advantage of all the networking opportunities and catch some great tunes at the 5 day Oracle OpenWorld Music Festival! Tuesday, October 2 Tuesday starts early with a special PLM Networking Brunch, sponsored by several partners, from 8:30 a.m. – 10:30 a.m. at the B Restaurant that sits atop Yerba Buena Gardens. You’ll have the unique opportunity to meet with like-minded industry peers and a PLM partner to discuss a topic of your choosing while enjoying a delicious meal. Registration is required, so to inquire about attending this brunch, please email Terri.Hiskey-AT-oracle.com. After wrapping up your conversations over brunch, head over to the Marriott Marquis in the Nob Hill CD room for a chance to experience the Oracle Product Lifecycle Analytics solution in a Hands-On Lab, open from 10:15 a.m. – 12:45 p.m. Experts will be there to answer your questions. Back in the InterContinental Hotel’s Telegraph room, the session on “Ideation and Requirements Management: Capturing the Voice of the Customer” begins at 11:45 a.m. – 12:45 p.m. This may be the session for you if you’re struggling with challenges like too many repositories of customer needs, requests, and ideas; limited visibility into which ideas are being advanced by customers and field resources; or if you’re unable to leverage internal expertise to expose effort and potential risks. This session will discuss how Agile PLM can help you overcome ideation challenges to deliver the right products to their targeted markets and fulfill customer desires. Next, from 1:15 – 2:15 p.m. join us for a session on Managing Profitable Innovation with Oracle Product Lifecycle Analytics. If you missed the Hands-on Lab, have more questions, or simply want to be inspired by the product’s forward-thinking vision and capabilities, this is a great opportunity to meet the progressive-minded executives behind the application. After this session, it may be a good opportunity to swing by the Demogrounds in Moscone West and visit the Agile PLM demos at exhibit booths #81 for Agile PLM for Discrete Manufacturing, #70 for Agile PLM for Process, and #82 for AutoVue and Agile PLM Enterprise Visualization. Check out the related Supply Chain Management booths close by if you’re interested - here's the map. There’s always lots to see and do around the exhibit area. But don’t forget the last session of the day from 5:00 p.m. – 6:00 p.m. in Telegraph Hill on Managing Product Innovation and Compliance in Life Science Companies, a “must-see” if you’re in this industry. Launching innovative products quickly is already a high-stakes challenge, but companies in the life sciences industry face uniquely severe consequences when new products don’t perform or comply as required. In recent years, more and more regulations have become mandatory, and new ones, such as REACH, are currently going into effect for several companies. Customer presenters from pharmaceutical leader Eli Lilly will share how they’ve leveraged Agile PLM to deliver high-quality, innovative products in a fast-paced, heavily regulated market environment. Tuesday evening unwind at the Supply Chain Management Reception from 6:00 – 8:00 p.m. at the premier boutique Roe Nightclub and Lounge, which is located about three blocks down on Howard Street (on the other side of Moscone from the InterContinental Hotel). Registration is required. Click here for the details.   Wednesday, October 3 We have another full line-up on Wednesday, so be ready for an action-packed day. We start with a session at 10:15 – 11:15 a.m. in the Telegraph Room where we have a session on “PLM for Consumer Products: Building an Engine for Quality and Innovation” with featured presenters from Starbucks and partner Kalypso. This is a rare opportunity to learn directly from Starbucks how they instill quality and innovation throughout their organization, products, and processes, leveraging PLM disciplines with strong support from their partner.  If you’re not in the consumer products industry, we recommend attending another session at 10:15 – 11:15 a.m. in Moscone West room 3005: “Eco-Enterprise Innovation Awards and the Business Case for Sustainability” featuring Jeff Henley, Oracle’s Chairman of the Board and Jon Chorley, Chief Sustainability Officer. Oracle will honor select customers with Oracle’s Eco-Enterprise Innovation award, which recognizes customers and their respective partners who rely on Oracle products to support their green business practices to reduce their environmental impact while improving business efficiencies and reducing costs. The awards presentation is followed by a panel discussion with customers and Oracle executives, who describe how these award-winning organizations are embracing environmental initiatives as a central part of their business strategy and how information technology plays a pivotal role. Next at 11:45 a.m. – 12:45 p.m. in Telegraph Hill attend our session devoted to exploring Product Lifecycle Management’s role in Software Lifecycle Management. This is a thought leadership session with Oracle experts in the field on the importance of change management, and we’ll discuss how Oracle has for years leveraged Agile PLM to develop Agile PLM. If software lifecycle management doesn’t apply to your business or you’d rather engage in some lively one-on-one discussions, we also have a “Supply Chain Meet the Experts” session in Moscone West Room 2001A. Product experts, thought leaders and executives will be on hand to discuss your questions/topics, so come prepared. This session tends to fill up fast so try to get in early. At 1:15 – 2:15 p.m. join us back in Telegraph Hill for a session focused on leveraging the Agile Product Portfolio Management application as the Product Development Master Schedule to improve efficiencies, optimize resources, and gain visibility across projects enterprise-wide to improve portfolio profitability. Customer presenters from Broadcom will explain how they’ve leveraged the product to enable a master schedule with enterprise-level, phase-gate program and project collaboration and resource optimization. Again in Telegraph Hill from 3:30 – 4:30 p.m. we have an interesting session with leading semiconductor customer LSI and partner Kalypso on how LSI leveraged Agile PLM to advance from homegrown applications to complete Product Value Chain Management. That type of transition can be challenging, and LSI details how they were able to achieve their goals and the value they gained along the journey – a fascinating account for any company interested in leveraging best practices to innovate their business processes and even end products. Lastly, we’ll wrap up in Telegraph Hill from 5:00 – 6:00 p.m. with a session on “Ensuring New Product Success by Achieving Excellence in New Product Introduction.” This is a cross-industry session, guaranteed to deliver insight in the often elusive practice of creating winning products, and we’re very excited about. According to IDC Manufacturing Insights analyst Joe Barkai, “Product Failures are not necessarily a result of bad ideas…they are a result of suboptimal decisions.” We’ll show you how to wire your business processes to enhance decision-making and maximize product potential. Now, quickly hit your hotel room to freshen up and then catch one of the many complimentary shuttles to the much-anticipated Oracle Customer Appreciation Event on Treasure Island. We have a very exciting show planned – check out what’s in store here. Thursday, October 4 PLM has a light schedule on Thursday this year with just one session, but this again is one of our best sessions on managing the Product Value Chain: at 11:15 a.m – 12:15 p.m.in Telegraph Hill, it’s a customer and partner driven session with Sonoco Products and Deloitte telling their story about how to achieve integrated change control by interfacing Agile PLM with Oracle E-Business Suite. Sonoco Products, a global manufacturer of consumer and industrial packaging materials, with its systems integrator, Deloitte, is doing this by implementing prebuilt integration (Oracle Design-to-Release Integration Pack for Agile Product Lifecycle Management for Process and Oracle Process) to integrate Agile with Oracle Product Hub/Oracle Product Information Management and Oracle E-Business Suite. This session presents a case study of how Sonoco is leveraging this solution to improve data quality and build a framework for stronger master data governance. Even though that ends our PLM line-up at OpenWorld, there will still be many sessions and activities at the conference, so visit the Oracle OpenWorld website to review agendas and build your schedule. And of course, download and bring this guide and the latest version of the Agile PLM Focus-On Document (available soon!). San Francisco is a wonderful city to explore, and we’re glad you’re considering joining the Agile PLM team at Oracle OpenWorld!  I hope to see you there! Follow me before the conference and on site for real-time updates about #OOW12 on Twitter @Kerrie_Foy or @AgilePLM.

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• Enterprise Process Maps: A Process Picture worth a Million Words

  - by raul.goycoolea

  p { margin-bottom: 0.08in; }h1 { margin-top: 0.33in; margin-bottom: 0in; color: rgb(54, 95, 145); page-break-inside: avoid; }h1.western { font-family: "Cambria",serif; font-size: 14pt; }h1.cjk { font-family: "DejaVu Sans"; font-size: 14pt; }h1.ctl { font-size: 14pt; } Getting Started with Business Transformations A well-known proverb states that "A picture is worth a thousand words." In relation to Business Process Management (BPM), a credible analyst might have a few questions. What if the picture was taken from some particular angle, like directly overhead? What if it was taken from only an inch away or a mile away? What if the photographer did not focus the camera correctly? Does the value of the picture depend on who is looking at it? Enterprise Process Maps are analogous in this sense of relative value. Every BPM project (holistic BPM kick-off, enterprise system implementation, Service-oriented Architecture, business process transformation, corporate performance management, etc.) should be begin with a clear understanding of the business environment, from the biggest picture representations down to the lowest level required or desired for the particular project type, scope and objectives. The Enterprise Process Map serves as an entry point for the process architecture and is defined: the single highest level of process mapping for an organization. It is constructed and evaluated during the Strategy Phase of the Business Process Management Lifecycle. (see Figure 1) Fig. 1: Business Process Management Lifecycle Many organizations view such maps as visual abstractions, constructed for the single purpose of process categorization. This, in turn, results in a lesser focus on the inherent intricacies of the Enterprise Process view, which are explored in the course of this paper. With the main focus of a large scale process documentation effort usually underlying an ERP or other system implementation, it is common for the work to be driven by the desire to "get to the details," and to the type of modeling that will derive near-term tangible results. For instance, a project in American Pharmaceutical Company X is driven by the Director of IT. With 120+ systems in place, and a lack of standardized processes across the United States, he and the VP of IT have decided to embark on a long-term ERP implementation. At the forethought of both are questions, such as: How does my application architecture map to the business? What are each application's functionalities, and where do the business processes utilize them? Where can we retire legacy systems? Well-developed BPM methodologies prescribe numerous model types to capture such information and allow for thorough analysis in these areas. Process to application maps, Event Driven Process Chains, etc. provide this level of detail and facilitate the completion of such project-specific questions. These models and such analysis are appropriately carried out at a relatively low level of process detail. (see figure 2) Fig. 2: The Level Concept, Generic Process HierarchySome of the questions remaining are ones of documentation longevity, the continuation of BPM practice in the organization, process governance and ownership, process transparency and clarity in business process objectives and strategy. The Level Concept in Brief Figure 2 shows a generic, four-level process hierarchy depicting the breakdown of a "Process Area" into progressively more detailed process classifications. The number of levels and the names of these levels are flexible, and can be fit to the standards of the organization's chosen terminology or any other chosen reference model that makes logical sense for both short and long term process description. It is at Level 1 (in this case the Process Area level), that the Enterprise Process Map is created. This map and its contained objects become the foundation for a top-down approach to subsequent mapping, object relationship development, and analysis of the organization's processes and its supporting infrastructure. Additionally, this picture serves as a communication device, at an executive level, describing the design of the business in its service to a customer. It seems, then, imperative that the process development effort, and this map, start off on the right foot. Figuring out just what that right foot is, however, is critical and trend-setting in an evolving organization. Key Considerations Enterprise Process Maps are usually not as living and breathing as other process maps. Just as it would be an extremely difficult task to change the foundation of the Sears Tower or a city plan for the entire city of Chicago, the Enterprise Process view of an organization usually remains unchanged once developed (unless, of course, an organization is at a stage where it is capable of true, high-level process innovation). Regardless, the Enterprise Process map is a key first step, and one that must be taken in a precise way. What makes this groundwork solid depends on not only the materials used to construct it (process areas), but also the layout plan and knowledge base of what will be built (the entire process architecture). It seems reasonable that care and consideration are required to create this critical high level map... but what are the important factors? Does the process modeler need to worry about how many process areas there are? About who is looking at it? Should he only use the color pink because it's his boss' favorite color? Interestingly, and perhaps surprisingly, these are all valid considerations that may just require a bit of structure. Below are Three Key Factors to consider when building an Enterprise Process Map: Company Strategic Focus Process Categorization: Customer is Core End-to-end versus Functional Processes Company Strategic Focus As mentioned above, the Enterprise Process Map is created during the Strategy Phase of the Business Process Management Lifecycle. From Oracle Business Process Management methodology for business transformation, it is apparent that business processes exist for the purpose of achieving the strategic objectives of an organization. In a prescribed, top-down approach to process development, it must be ensured that each process fulfills its objectives, and in an aggregated manner, drives fulfillment of the strategic objectives of the company, whether for particular business segments or in a broader sense. This is a crucial point, as the strategic messages of the company must therefore resound in its process maps, in particular one that spans the processes of the complete business: the Enterprise Process Map. One simple example from Company X is shown below (see figure 3). Fig. 3: Company X Enterprise Process Map In reviewing Company X's Enterprise Process Map, one can immediately begin to understand the general strategic mindset of the organization. It shows that Company X is focused on its customers, defining 10 of its process areas belonging to customer-focused categories. Additionally, the organization views these end-customer-oriented process areas as part of customer-fulfilling value chains, while support process areas do not provide as much contiguous value. However, by including both support and strategic process categorizations, it becomes apparent that all processes are considered vital to the success of the customer-oriented focus processes. Below is an example from Company Y (see figure 4). Fig. 4: Company Y Enterprise Process Map Company Y, although also a customer-oriented company, sends a differently focused message with its depiction of the Enterprise Process Map. Along the top of the map is the company's product tree, overarching the process areas, which when executed deliver the products themselves. This indicates one strategic objective of excellence in product quality. Additionally, the view represents a less linear value chain, with strong overlaps of the various process areas. Marketing and quality management are seen as a key support processes, as they span the process lifecycle. Often, companies may incorporate graphics, logos and symbols representing customers and suppliers, and other objects to truly send the strategic message to the business. Other times, Enterprise Process Maps may show high level of responsibility to organizational units, or the application types that support the process areas. It is possible that hundreds of formats and focuses can be applied to an Enterprise Process Map. What is of vital importance, however, is which formats and focuses are chosen to truly represent the direction of the company, and serve as a driver for focusing the business on the strategic objectives set forth in that right. Process Categorization: Customer is Core In the previous two examples, processes were grouped using differing categories and techniques. Company X showed one support and three customer process categorizations using encompassing chevron objects; Customer Y achieved a less distinct categorization using a gradual color scheme. Either way, and in general, modeling of the process areas becomes even more valuable and easily understood within the context of business categorization, be it strategic or otherwise. But how one categorizes their processes is typically more complex than simply choosing object shapes and colors. Previously, it was stated that the ideal is a prescribed top-down approach to developing processes, to make certain linkages all the way back up to corporate strategy. But what about external influences? What forces push and pull corporate strategy? Industry maturity, product lifecycle, market profitability, competition, etc. can all drive the critical success factors of a particular business segment, or the company as a whole, in addition to previous corporate strategy. This may seem to be turning into a discussion of theory, but that is far from the case. In fact, in years of recent study and evolution of the way businesses operate, cross-industry and across the globe, one invariable has surfaced with such strength to make it undeniable in the game plan of any strategy fit for survival. That constant is the customer. Many of a company's critical success factors, in any business segment, relate to the customer: customer retention, satisfaction, loyalty, etc. Businesses serve customers, and so do a business's processes, mapped or unmapped. The most effective way to categorize processes is in a manner that visualizes convergence to what is core for a company. It is the value chain, beginning with the customer in mind, and ending with the fulfillment of that customer, that becomes the core or the centerpiece of the Enterprise Process Map. (See figure 5) Fig. 5: Company Z Enterprise Process Map Company Z has what may be viewed as several different perspectives or "cuts" baked into their Enterprise Process Map. It has divided its processes into three main categories (top, middle, and bottom) of Management Processes, the Core Value Chain and Supporting Processes. The Core category begins with Corporate Marketing (which contains the activities of beginning to engage customers) and ends with Customer Service Management. Within the value chain, this company has divided into the focus areas of their two primary business lines, Foods and Beverages. Does this mean that areas, such as Strategy, Information Management or Project Management are not as important as those in the Core category? No! In some cases, though, depending on the organization's understanding of high-level BPM concepts, use of category names, such as "Core," "Management" or "Support," can be a touchy subject. What is important to understand, is that no matter the nomenclature chosen, the Core processes are those that drive directly to customer value, Support processes are those which make the Core processes possible to execute, and Management Processes are those which steer and influence the Core. Some common terms for these three basic categorizations are Core, Customer Fulfillment, Customer Relationship Management, Governing, Controlling, Enabling, Support, etc. End-to-end versus Functional Processes Every high and low level of process: function, task, activity, process/work step (whatever an organization calls it), should add value to the flow of business in an organization. Suppose that within the process "Deliver package," there is a documented task titled "Stop for ice cream." It doesn't take a process expert to deduce the room for improvement. Though stopping for ice cream may create gain for the one person performing it, it likely benefits neither the organization nor, more importantly, the customer. In most cases, "Stop for ice cream" wouldn't make it past the first pass of To-Be process development. What would make the cut, however, would be a flow of tasks that, each having their own value add, build up to greater and greater levels of process objective. In this case, those tasks would combine to achieve a status of "package delivered." Figure 3 shows a simple example: Just as the package can only be delivered (outcome of the process) without first being retrieved, loaded, and the travel destination reached (outcomes of the process steps), some higher level of process "Play Practical Joke" (e.g., main process or process area) cannot be completed until a package is delivered. It seems that isolated or functionally separated processes, such as "Deliver Package" (shown in Figure 6), are necessary, but are always part of a bigger value chain. Each of these individual processes must be analyzed within the context of that value chain in order to ensure successful end-to-end process performance. For example, this company's "Create Joke Package" process could be operating flawlessly and efficiently, but if a joke is never developed, it cannot be created, so the end-to-end process breaks. Fig. 6: End to End Process Construction That being recognized, it is clear that processes must be viewed as end-to-end, customer-to-customer, and in the context of company strategy. But as can also be seen from the previous example, these vital end-to-end processes cannot be built without the functionally oriented building blocks. Without one, the other cannot be had, or at least not in a complete and organized fashion. As it turns out, but not discussed in depth here, the process modeling effort, BPM organizational development, and comprehensive coverage cannot be fully realized without a semi-functional, process-oriented approach. Then, an Enterprise Process Map should be concerned with both views, the building blocks, and access points to the business-critical end-to-end processes, which they construct. Without the functional building blocks, all streams of work needed for any business transformation would be lost mess of process disorganization. End-to-end views are essential for utilization in optimization in context, understanding customer impacts, base-lining all project phases and aligning objectives. Including both views on an Enterprise Process Map allows management to understand the functional orientation of the company's processes, while still providing access to end-to-end processes, which are most valuable to them. (See figures 7 and 8). Fig. 7: Simplified Enterprise Process Map with end-to-end Access Point The above examples show two unique ways to achieve a successful Enterprise Process Map. The first example is a simple map that shows a high level set of process areas and a separate section with the end-to-end processes of concern for the organization. This particular map is filtered to show just one vital end-to-end process for a project-specific focus. Fig. 8: Detailed Enterprise Process Map showing connected Functional Processes The second example shows a more complex arrangement and categorization of functional processes (the names of each process area has been removed). The end-to-end perspective is achieved at this level through the connections (interfaces at lower levels) between these functional process areas. An important point to note is that the organization of these two views of the Enterprise Process Map is dependent, in large part, on the orientation of its audience, and the complexity of the landscape at the highest level. If both are not apparent, the Enterprise Process Map is missing an opportunity to serve as a holistic, high-level view. Conclusion In the world of BPM, and specifically regarding Enterprise Process Maps, a picture can be worth as many words as the thought and effort that is put into it. Enterprise Process Maps alone cannot change an organization, but they serve more purposes than initially meet the eye, and therefore must be designed in a way that enables a BPM mindset, business process understanding and business transformation efforts. Every Enterprise Process Map will and should be different when looking across organizations. Its design will be driven by company strategy, a level of customer focus, and functional versus end-to-end orientations. This high-level description of the considerations of the Enterprise Process Maps is not a prescriptive "how to" guide. However, a company attempting to create one may not have the practical BPM experience to truly explore its options or impacts to the coming work of business process transformation. The biggest takeaway is that process modeling, at all levels, is a science and an art, and art is open to interpretation. It is critical that the modeler of the highest level of process mapping be a cognoscente of the message he is delivering and the factors at hand. Without sufficient focus on the design of the Enterprise Process Map, an entire BPM effort may suffer. For additional information please check: Oracle Business Process Management.

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• Is Social Media The Vital Skill You Aren’t Tracking?

  - by HCM-Oracle

  By Mark Bennett - Originally featured in Talent Management Excellence The ever-increasing presence of the workforce on social media presents opportunities as well as risks for organizations. While on the one hand, we read about social media embarrassments happening to organizations, on the other we see that social media activities by workers and candidates can enhance a company’s brand and provide insight into what individuals are, or can become, influencers in the social media sphere. HR can play a key role in helping organizations make the most value out of the activities and presence of workers and candidates, while at the same time also helping to manage the risks that come with the permanence and viral nature of social media. What is Missing from Understanding Our Workforce? “If only HP knew what HP knows, we would be three-times more productive.”  Lew Platt, Former Chairman, President, CEO, Hewlett-Packard  What Lew Platt recognized was that organizations only have a partial understanding of what their workforce is capable of. This lack of understanding impacts the company in several negative ways: 1. A particular skill that the company needs to access in one part of the organization might exist somewhere else, but there is no record that the skill exists, so the need is unfulfilled. 2. As market conditions change rapidly, the company needs to know strategic options, but some options are missed entirely because the company doesn’t know that sufficient capability already exists to enable those options. 3. Employees may miss out on opportunities to demonstrate how their hidden skills could create new value to the company. Why don’t companies have that more complete picture of their workforce capabilities – that is, not know what they know? One very good explanation is that companies put most of their efforts into rating their workforce according to the jobs and roles they are filling today. This is the essence of two important talent management processes: recruiting and performance appraisals.  In recruiting, a set of requirements is put together for a job, either explicitly or indirectly through a job description. During the recruiting process, much of the attention is paid towards whether the candidate has the qualifications, the skills, the experience and the cultural fit to be successful in the role. This makes a lot of sense.  In the performance appraisal process, an employee is measured on how well they performed the functions of their role and in an effort to help the employee do even better next time, they are also measured on proficiency in the competencies that are deemed to be key in doing that job. Again, the logic is impeccable.  But in both these cases, two adages come to mind: 1. What gets measured is what gets managed. 2. You only see what you are looking for. In other words, the fact that the current roles the workforce are performing are the basis for measuring which capabilities the workforce has, makes them the only capabilities to be measured. What was initially meant to be a positive, i.e. identify what is needed to perform well and measure it, in order that it can be managed, comes with the unintended negative consequence of overshadowing the other capabilities the workforce has. This also comes with an employee engagement price, for the measurements and management of workforce capabilities is to typically focus on where the workforce comes up short. Again, it makes sense to do this, since improving a capability that appears to result in improved performance benefits, both the individual through improved performance ratings and the company through improved productivity. But this is based on the assumption that the capabilities identified and their required proficiencies are the only attributes of the individual that matter. Anything else the individual brings that results in high performance, while resulting in a desired performance outcome, often goes unrecognized or underappreciated at best. As social media begins to occupy a more important part in current and future roles in organizations, businesses must incorporate social media savvy and innovation into job descriptions and expectations. These new measures could provide insight into how well someone can use social media tools to influence communities and decision makers; keep abreast of trends in fast-moving industries; present a positive brand image for the organization around thought leadership, customer focus, social responsibility; and coordinate and collaborate with partners. These measures should demonstrate the “social capital” the individual has invested in and developed over time. Without this dimension, “short cut” methods may generate a narrow set of positive metrics that do not have real, long-lasting benefits to the organization. How Workforce Reputation Management Helps HR Harness Social Media With hundreds of petabytes of social media data flowing across Facebook, LinkedIn and Twitter, businesses are tapping technology solutions to effectively leverage social for HR. Workforce reputation management technology helps organizations discover, mobilize and retain talent by providing insight into the social reputation and influence of the workforce while also helping organizations monitor employee social media policy compliance and mitigate social media risk.  There are three major ways that workforce reputation management technology can play a strategic role to support HR: 1. Improve Awareness and Decisions on Talent Many organizations measure the skills and competencies that they know they need today, but are unaware of what other skills and competencies their workforce has that could be essential tomorrow. How about whether your workforce has the reputation and influence to make their skills and competencies more effective? Many organizations don’t have insight into the social media “reach” their workforce has, which is becoming more critical to business performance. These features help organizations, managers, and employees improve many talent processes and decision making, including the following: Hiring and Assignments. People and teams with higher reputations are considered more valuable and effective workers. Someone with high reputation who refers a candidate also can have high credibility as a source for hires.   Training and Development. Reputation trend analysis can impact program decisions regarding training offerings by showing how reputation and influence across the workforce changes in concert with training. Worker reputation impacts development plans and goal choices by helping the individual see which development efforts result in improved reputation and influence.   Finding Hidden Talent. Managers can discover hidden talent and skills amongst employees based on a combination of social profile information and social media reputation. Employees can improve their personal brand and accelerate their career development.  2. Talent Search and Discovery The right technology helps organizations find information on people that might otherwise be hidden. By leveraging access to candidate and worker social profiles as well as their social relationships, workforce reputation management provides companies with a more complete picture of what their knowledge, skills, and attributes are and what they can in turn access. This more complete information helps to find the right talent both outside the organization as well as the right, perhaps previously hidden talent, within the organization to fill roles and staff projects, particularly those roles and projects that are required in reaction to fast-changing opportunities and circumstances. 3. Reputation Brings Credibility Workforce reputation management technology provides a clearer picture of how candidates and workers are viewed by their peers and communities across a wide range of social reputation and influence metrics. This information is less subject to individual bias and can impact critical decision-making. Knowing the individual’s reputation and influence enables the organization to predict how well their capabilities and behaviors will have a positive effect on desired business outcomes. Many roles that have the highest impact on overall business performance are dependent on the individual’s influence and reputation. In addition, reputation and influence measures offer a very tangible source of feedback for workers, providing them with insight that helps them develop themselves and their careers and see the effectiveness of those efforts by tracking changes over time in their reputation and influence. The following are some examples of the different reputation and influence measures of the workforce that Workforce Reputation Management could gather and analyze: Generosity – How often the user reposts other’s posts. Influence – How often the user’s material is reposted by others.  Engagement – The ratio of recent posts with references (e.g. links to other posts) to the total number of posts.  Activity – How frequently the user posts. (e.g. number per day)  Impact – The size of the users’ social networks, which indicates their ability to reach unique followers, friends, or users.   Clout – The number of references and citations of the user’s material in others’ posts.  The Vital Ingredient of Workforce Reputation Management: Employee Participation “Nothing about me, without me.” Valerie Billingham, “Through the Patient’s Eyes”, Salzburg Seminar Session 356, 1998 Since data resides primarily in social media, a question arises: what manner is used to collect that data? While much of social media activity is publicly accessible (as many who wished otherwise have learned to their chagrin), the social norms of social media have developed to put some restrictions on what is acceptable behavior and by whom. Disregarding these norms risks a repercussion firestorm. One of the more recognized norms is that while individuals can follow and engage with other individual’s public social activity (e.g. Twitter updates) fairly freely, the more an organization does this unprompted and without getting permission from the individual beforehand, the more likely the organization risks a totally opposite outcome from the one desired. Instead, the organization must look for permission from the individual, which can be met with resistance. That resistance comes from not knowing how the information will be used, how it will be shared with others, and not receiving enough benefit in return for granting permission. As the quote above about patient concerns and rights succinctly states, no one likes not feeling in control of the information about themselves, or the uncertainty about where it will be used. This is well understood in consumer social media (i.e. permission-based marketing) and is applicable to workforce reputation management. However, asking permission leaves open the very real possibility that no one, or so few, will grant permission, resulting in a small set of data with little usefulness for the company. Connecting Individual Motivation to Organization Needs So what is it that makes an individual decide to grant an organization access to the data it wants? It is when the individual’s own motivations are in alignment with the organization’s objectives. In the case of workforce reputation management, when the individual is motivated by a desire for increased visibility and career growth opportunities to advertise their skills and level of influence and reputation, they are aligned with the organizations’ objectives; to fill resource needs or strategically build better awareness of what skills are present in the workforce, as well as levels of influence and reputation. Individuals can see the benefit of granting access permission to the company through multiple means. One is through simple social awareness; they begin to discover that peers who are getting more career opportunities are those who are signed up for workforce reputation management. Another is where companies take the message directly to the individual; we think you would benefit from signing up with our workforce reputation management solution. Another, more strategic approach is to make reputation management part of a larger Career Development effort by the company; providing a wide set of tools to help the workforce find ways to plan and take action to achieve their career aspirations in the organization. An effective mechanism, that facilitates connecting the visibility and career growth motivations of the workforce with the larger context of the organization’s business objectives, is to use game mechanics to help individuals transform their career goals into concrete, actionable steps, such as signing up for reputation management. This works in favor of companies looking to use workforce reputation because the workforce is more apt to see how it fits into achieving their overall career goals, as well as seeing how other participation brings additional benefits.  Once an individual has signed up with reputation management, not only have they made themselves more visible within the organization and increased their career growth opportunities, they have also enabled a tool that they can use to better understand how their actions and behaviors impact their influence and reputation. Since they will be able to see their reputation and influence measurements change over time, they will gain better insight into how reputation and influence impacts their effectiveness in a role, as well as how their behaviors and skill levels in turn affect their influence and reputation. This insight can trigger much more directed, and effective, efforts by the individual to improve their ability to perform at a higher level and become more productive. The increased sense of autonomy the individual experiences, in linking the insight they gain to the actions and behavior changes they make, greatly enhances their engagement with their role as well as their career prospects within the company. Workforce reputation management takes the wide range of disparate data about the workforce being produced across various social media platforms and transforms it into accessible, relevant, and actionable information that helps the organization achieve its desired business objectives. Social media holds untapped insights about your talent, brand and business, and workforce reputation management can help unlock them. Imagine - if you could find the hidden secrets of your businesses, how much more productive and efficient would your organization be? Mark Bennett is a Director of Product Strategy at Oracle. Mark focuses on setting the strategic vision and direction for tools that help organizations understand, shape, and leverage the capabilities of their workforce to achieve business objectives, as well as help individuals work effectively to achieve their goals and navigate their own growth. His combination of a deep technical background in software design and development, coupled with a broad knowledge of business challenges and thinking in today’s globalized, rapidly changing, technology accelerated economy, has enabled him to identify and incorporate key innovations that are central to Oracle Fusion’s unique value proposition. Mark has over the course of his career been in charge of the design, development, and strategy of Talent Management products and the design and development of cutting edge software that is better equipped to handle the increasingly complex demands of users while also remaining easy to use. Follow him @mpbennett

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• Zen and the Art of File and Folder Organization

  - by Mark Virtue

  Is your desk a paragon of neatness, or does it look like a paper-bomb has gone off? If you’ve been putting off getting organized because the task is too huge or daunting, or you don’t know where to start, we’ve got 40 tips to get you on the path to zen mastery of your filing system. For all those readers who would like to get their files and folders organized, or, if they’re already organized, better organized—we have compiled a complete guide to getting organized and staying organized, a comprehensive article that will hopefully cover every possible tip you could want. Signs that Your Computer is Poorly Organized If your computer is a mess, you’re probably already aware of it.  But just in case you’re not, here are some tell-tale signs: Your Desktop has over 40 icons on it “My Documents” contains over 300 files and 60 folders, including MP3s and digital photos You use the Windows’ built-in search facility whenever you need to find a file You can’t find programs in the out-of-control list of programs in your Start Menu You save all your Word documents in one folder, all your spreadsheets in a second folder, etc Any given file that you’re looking for may be in any one of four different sets of folders But before we start, here are some quick notes: We’re going to assume you know what files and folders are, and how to create, save, rename, copy and delete them The organization principles described in this article apply equally to all computer systems.  However, the screenshots here will reflect how things look on Windows (usually Windows 7).  We will also mention some useful features of Windows that can help you get organized. Everyone has their own favorite methodology of organizing and filing, and it’s all too easy to get into “My Way is Better than Your Way” arguments.  The reality is that there is no perfect way of getting things organized.  When I wrote this article, I tried to keep a generalist and objective viewpoint.  I consider myself to be unusually well organized (to the point of obsession, truth be told), and I’ve had 25 years experience in collecting and organizing files on computers.  So I’ve got a lot to say on the subject.  But the tips I have described here are only one way of doing it.  Hopefully some of these tips will work for you too, but please don’t read this as any sort of “right” way to do it. At the end of the article we’ll be asking you, the reader, for your own organization tips. Why Bother Organizing At All? For some, the answer to this question is self-evident. And yet, in this era of powerful desktop search software (the search capabilities built into the Windows Vista and Windows 7 Start Menus, and third-party programs like Google Desktop Search), the question does need to be asked, and answered. I have a friend who puts every file he ever creates, receives or downloads into his My Documents folder and doesn’t bother filing them into subfolders at all.  He relies on the search functionality built into his Windows operating system to help him find whatever he’s looking for.  And he always finds it.  He’s a Search Samurai.  For him, filing is a waste of valuable time that could be spent enjoying life! It’s tempting to follow suit.  On the face of it, why would anyone bother to take the time to organize their hard disk when such excellent search software is available?  Well, if all you ever want to do with the files you own is to locate and open them individually (for listening, editing, etc), then there’s no reason to ever bother doing one scrap of organization.  But consider these common tasks that are not achievable with desktop search software: Find files manually.  Often it’s not convenient, speedy or even possible to utilize your desktop search software to find what you want.  It doesn’t work 100% of the time, or you may not even have it installed.  Sometimes its just plain faster to go straight to the file you want, if you know it’s in a particular sub-folder, rather than trawling through hundreds of search results. Find groups of similar files (e.g. all your “work” files, all the photos of your Europe holiday in 2008, all your music videos, all the MP3s from Dark Side of the Moon, all your letters you wrote to your wife, all your tax returns).  Clever naming of the files will only get you so far.  Sometimes it’s the date the file was created that’s important, other times it’s the file format, and other times it’s the purpose of the file.  How do you name a collection of files so that they’re easy to isolate based on any of the above criteria?  Short answer, you can’t. Move files to a new computer.  It’s time to upgrade your computer.  How do you quickly grab all the files that are important to you?  Or you decide to have two computers now – one for home and one for work.  How do you quickly isolate only the work-related files to move them to the work computer? Synchronize files to other computers.  If you have more than one computer, and you need to mirror some of your files onto the other computer (e.g. your music collection), then you need a way to quickly determine which files are to be synced and which are not.  Surely you don’t want to synchronize everything? Choose which files to back up.  If your backup regime calls for multiple backups, or requires speedy backups, then you’ll need to be able to specify which files are to be backed up, and which are not.  This is not possible if they’re all in the same folder. Finally, if you’re simply someone who takes pleasure in being organized, tidy and ordered (me! me!), then you don’t even need a reason.  Being disorganized is simply unthinkable. Tips on Getting Organized Here we present our 40 best tips on how to get organized.  Or, if you’re already organized, to get better organized. Tip #1.  Choose Your Organization System Carefully The reason that most people are not organized is that it takes time.  And the first thing that takes time is deciding upon a system of organization.  This is always a matter of personal preference, and is not something that a geek on a website can tell you.  You should always choose your own system, based on how your own brain is organized (which makes the assumption that your brain is, in fact, organized). We can’t instruct you, but we can make suggestions: You may want to start off with a system based on the users of the computer.  i.e. “My Files”, “My Wife’s Files”, My Son’s Files”, etc.  Inside “My Files”, you might then break it down into “Personal” and “Business”.  You may then realize that there are overlaps.  For example, everyone may want to share access to the music library, or the photos from the school play.  So you may create another folder called “Family”, for the “common” files. You may decide that the highest-level breakdown of your files is based on the “source” of each file.  In other words, who created the files.  You could have “Files created by ME (business or personal)”, “Files created by people I know (family, friends, etc)”, and finally “Files created by the rest of the world (MP3 music files, downloaded or ripped movies or TV shows, software installation files, gorgeous desktop wallpaper images you’ve collected, etc).”  This system happens to be the one I use myself.  See below:  Mark is for files created by meVC is for files created by my company (Virtual Creations)Others is for files created by my friends and familyData is the rest of the worldAlso, Settings is where I store the configuration files and other program data files for my installed software (more on this in tip #34, below). Each folder will present its own particular set of requirements for further sub-organization.  For example, you may decide to organize your music collection into sub-folders based on the artist’s name, while your digital photos might get organized based on the date they were taken.  It can be different for every sub-folder! Another strategy would be based on “currentness”.  Files you have yet to open and look at live in one folder.  Ones that have been looked at but not yet filed live in another place.  Current, active projects live in yet another place.  All other files (your “archive”, if you like) would live in a fourth folder. (And of course, within that last folder you’d need to create a further sub-system based on one of the previous bullet points). Put some thought into this – changing it when it proves incomplete can be a big hassle!  Before you go to the trouble of implementing any system you come up with, examine a wide cross-section of the files you own and see if they will all be able to find a nice logical place to sit within your system. Tip #2.  When You Decide on Your System, Stick to It! There’s nothing more pointless than going to all the trouble of creating a system and filing all your files, and then whenever you create, receive or download a new file, you simply dump it onto your Desktop.  You need to be disciplined – forever!  Every new file you get, spend those extra few seconds to file it where it belongs!  Otherwise, in just a month or two, you’ll be worse off than before – half your files will be organized and half will be disorganized – and you won’t know which is which! Tip #3.  Choose the Root Folder of Your Structure Carefully Every data file (document, photo, music file, etc) that you create, own or is important to you, no matter where it came from, should be found within one single folder, and that one single folder should be located at the root of your C: drive (as a sub-folder of C:\).  In other words, do not base your folder structure in standard folders like “My Documents”.  If you do, then you’re leaving it up to the operating system engineers to decide what folder structure is best for you.  And every operating system has a different system!  In Windows 7 your files are found in C:\Users\YourName, whilst on Windows XP it was C:\Documents and Settings\YourName\My Documents.  In UNIX systems it’s often /home/YourName. These standard default folders tend to fill up with junk files and folders that are not at all important to you.  “My Documents” is the worst offender.  Every second piece of software you install, it seems, likes to create its own folder in the “My Documents” folder.  These folders usually don’t fit within your organizational structure, so don’t use them!  In fact, don’t even use the “My Documents” folder at all.  Allow it to fill up with junk, and then simply ignore it.  It sounds heretical, but: Don’t ever visit your “My Documents” folder!  Remove your icons/links to “My Documents” and replace them with links to the folders you created and you care about! Create your own file system from scratch!  Probably the best place to put it would be on your D: drive – if you have one.  This way, all your files live on one drive, while all the operating system and software component files live on the C: drive – simply and elegantly separated.  The benefits of that are profound.  Not only are there obvious organizational benefits (see tip #10, below), but when it comes to migrate your data to a new computer, you can (sometimes) simply unplug your D: drive and plug it in as the D: drive of your new computer (this implies that the D: drive is actually a separate physical disk, and not a partition on the same disk as C:).  You also get a slight speed improvement (again, only if your C: and D: drives are on separate physical disks). Warning:  From tip #12, below, you will see that it’s actually a good idea to have exactly the same file system structure – including the drive it’s filed on – on all of the computers you own.  So if you decide to use the D: drive as the storage system for your own files, make sure you are able to use the D: drive on all the computers you own.  If you can’t ensure that, then you can still use a clever geeky trick to store your files on the D: drive, but still access them all via the C: drive (see tip #17, below). If you only have one hard disk (C:), then create a dedicated folder that will contain all your files – something like C:\Files.  The name of the folder is not important, but make it a single, brief word. There are several reasons for this: When creating a backup regime, it’s easy to decide what files should be backed up – they’re all in the one folder! If you ever decide to trade in your computer for a new one, you know exactly which files to migrate You will always know where to begin a search for any file If you synchronize files with other computers, it makes your synchronization routines very simple.   It also causes all your shortcuts to continue to work on the other machines (more about this in tip #24, below). Once you’ve decided where your files should go, then put all your files in there – Everything!  Completely disregard the standard, default folders that are created for you by the operating system (“My Music”, “My Pictures”, etc).  In fact, you can actually relocate many of those folders into your own structure (more about that below, in tip #6). The more completely you get all your data files (documents, photos, music, etc) and all your configuration settings into that one folder, then the easier it will be to perform all of the above tasks. Once this has been done, and all your files live in one folder, all the other folders in C:\ can be thought of as “operating system” folders, and therefore of little day-to-day interest for us. Here’s a screenshot of a nicely organized C: drive, where all user files are located within the \Files folder:   Tip #4.  Use Sub-Folders This would be our simplest and most obvious tip.  It almost goes without saying.  Any organizational system you decide upon (see tip #1) will require that you create sub-folders for your files.  Get used to creating folders on a regular basis. Tip #5.  Don’t be Shy About Depth Create as many levels of sub-folders as you need.  Don’t be scared to do so.  Every time you notice an opportunity to group a set of related files into a sub-folder, do so.  Examples might include:  All the MP3s from one music CD, all the photos from one holiday, or all the documents from one client. It’s perfectly okay to put files into a folder called C:\Files\Me\From Others\Services\WestCo Bank\Statements\2009.  That’s only seven levels deep.  Ten levels is not uncommon.  Of course, it’s possible to take this too far.  If you notice yourself creating a sub-folder to hold only one file, then you’ve probably become a little over-zealous.  On the other hand, if you simply create a structure with only two levels (for example C:\Files\Work) then you really haven’t achieved any level of organization at all (unless you own only six files!).  Your “Work” folder will have become a dumping ground, just like your Desktop was, with most likely hundreds of files in it. Tip #6.  Move the Standard User Folders into Your Own Folder Structure Most operating systems, including Windows, create a set of standard folders for each of its users.  These folders then become the default location for files such as documents, music files, digital photos and downloaded Internet files.  In Windows 7, the full list is shown below: Some of these folders you may never use nor care about (for example, the Favorites folder, if you’re not using Internet Explorer as your browser).  Those ones you can leave where they are.  But you may be using some of the other folders to store files that are important to you.  Even if you’re not using them, Windows will still often treat them as the default storage location for many types of files.  When you go to save a standard file type, it can become annoying to be automatically prompted to save it in a folder that’s not part of your own file structure. But there’s a simple solution:  Move the folders you care about into your own folder structure!  If you do, then the next time you go to save a file of the corresponding type, Windows will prompt you to save it in the new, moved location. Moving the folders is easy.  Simply drag-and-drop them to the new location.  Here’s a screenshot of the default My Music folder being moved to my custom personal folder (Mark): Tip #7.  Name Files and Folders Intelligently This is another one that almost goes without saying, but we’ll say it anyway:  Do not allow files to be created that have meaningless names like Document1.doc, or folders called New Folder (2).  Take that extra 20 seconds and come up with a meaningful name for the file/folder – one that accurately divulges its contents without repeating the entire contents in the name. Tip #8.  Watch Out for Long Filenames Another way to tell if you have not yet created enough depth to your folder hierarchy is that your files often require really long names.  If you need to call a file Johnson Sales Figures March 2009.xls (which might happen to live in the same folder as Abercrombie Budget Report 2008.xls), then you might want to create some sub-folders so that the first file could be simply called March.xls, and living in the Clients\Johnson\Sales Figures\2009 folder. A well-placed file needs only a brief filename! Tip #9.  Use Shortcuts!  Everywhere! This is probably the single most useful and important tip we can offer.  A shortcut allows a file to be in two places at once. Why would you want that?  Well, the file and folder structure of every popular operating system on the market today is hierarchical.  This means that all objects (files and folders) always live within exactly one parent folder.  It’s a bit like a tree.  A tree has branches (folders) and leaves (files).  Each leaf, and each branch, is supported by exactly one parent branch, all the way back to the root of the tree (which, incidentally, is exactly why C:\ is called the “root folder” of the C: drive). That hard disks are structured this way may seem obvious and even necessary, but it’s only one way of organizing data.  There are others:  Relational databases, for example, organize structured data entirely differently.  The main limitation of hierarchical filing structures is that a file can only ever be in one branch of the tree – in only one folder – at a time.  Why is this a problem?  Well, there are two main reasons why this limitation is a problem for computer users: The “correct” place for a file, according to our organizational rationale, is very often a very inconvenient place for that file to be located.  Just because it’s correctly filed doesn’t mean it’s easy to get to.  Your file may be “correctly” buried six levels deep in your sub-folder structure, but you may need regular and speedy access to this file every day.  You could always move it to a more convenient location, but that would mean that you would need to re-file back to its “correct” location it every time you’d finished working on it.  Most unsatisfactory. A file may simply “belong” in two or more different locations within your file structure.  For example, say you’re an accountant and you have just completed the 2009 tax return for John Smith.  It might make sense to you to call this file 2009 Tax Return.doc and file it under Clients\John Smith.  But it may also be important to you to have the 2009 tax returns from all your clients together in the one place.  So you might also want to call the file John Smith.doc and file it under Tax Returns\2009.  The problem is, in a purely hierarchical filing system, you can’t put it in both places.  Grrrrr! Fortunately, Windows (and most other operating systems) offers a way for you to do exactly that:  It’s called a “shortcut” (also known as an “alias” on Macs and a “symbolic link” on UNIX systems).  Shortcuts allow a file to exist in one place, and an icon that represents the file to be created and put anywhere else you please.  In fact, you can create a dozen such icons and scatter them all over your hard disk.  Double-clicking on one of these icons/shortcuts opens up the original file, just as if you had double-clicked on the original file itself. Consider the following two icons: The one on the left is the actual Word document, while the one on the right is a shortcut that represents the Word document.  Double-clicking on either icon will open the same file.  There are two main visual differences between the icons: The shortcut will have a small arrow in the lower-left-hand corner (on Windows, anyway) The shortcut is allowed to have a name that does not include the file extension (the “.docx” part, in this case) You can delete the shortcut at any time without losing any actual data.  The original is still intact.  All you lose is the ability to get to that data from wherever the shortcut was. So why are shortcuts so great?  Because they allow us to easily overcome the main limitation of hierarchical file systems, and put a file in two (or more) places at the same time.  You will always have files that don’t play nice with your organizational rationale, and can’t be filed in only one place.  They demand to exist in two places.  Shortcuts allow this!  Furthermore, they allow you to collect your most often-opened files and folders together in one spot for convenient access.  The cool part is that the original files stay where they are, safe forever in their perfectly organized location. So your collection of most often-opened files can – and should – become a collection of shortcuts! If you’re still not convinced of the utility of shortcuts, consider the following well-known areas of a typical Windows computer: The Start Menu (and all the programs that live within it) The Quick Launch bar (or the Superbar in Windows 7) The “Favorite folders” area in the top-left corner of the Windows Explorer window (in Windows Vista or Windows 7) Your Internet Explorer Favorites or Firefox Bookmarks Each item in each of these areas is a shortcut!  Each of those areas exist for one purpose only:  For convenience – to provide you with a collection of the files and folders you access most often. It should be easy to see by now that shortcuts are designed for one single purpose:  To make accessing your files more convenient.  Each time you double-click on a shortcut, you are saved the hassle of locating the file (or folder, or program, or drive, or control panel icon) that it represents. Shortcuts allow us to invent a golden rule of file and folder organization: “Only ever have one copy of a file – never have two copies of the same file.  Use a shortcut instead” (this rule doesn’t apply to copies created for backup purposes, of course!) There are also lesser rules, like “don’t move a file into your work area – create a shortcut there instead”, and “any time you find yourself frustrated with how long it takes to locate a file, create a shortcut to it and place that shortcut in a convenient location.” So how to we create these massively useful shortcuts?  There are two main ways: “Copy” the original file or folder (click on it and type Ctrl-C, or right-click on it and select Copy):  Then right-click in an empty area of the destination folder (the place where you want the shortcut to go) and select Paste shortcut: Right-drag (drag with the right mouse button) the file from the source folder to the destination folder.  When you let go of the mouse button at the destination folder, a menu pops up: Select Create shortcuts here. Note that when shortcuts are created, they are often named something like Shortcut to Budget Detail.doc (windows XP) or Budget Detail – Shortcut.doc (Windows 7).   If you don’t like those extra words, you can easily rename the shortcuts after they’re created, or you can configure Windows to never insert the extra words in the first place (see our article on how to do this). And of course, you can create shortcuts to folders too, not just to files! Bottom line: Whenever you have a file that you’d like to access from somewhere else (whether it’s convenience you’re after, or because the file simply belongs in two places), create a shortcut to the original file in the new location. Tip #10.  Separate Application Files from Data Files Any digital organization guru will drum this rule into you.  Application files are the components of the software you’ve installed (e.g. Microsoft Word, Adobe Photoshop or Internet Explorer).  Data files are the files that you’ve created for yourself using that software (e.g. Word Documents, digital photos, emails or playlists). Software gets installed, uninstalled and upgraded all the time.  Hopefully you always have the original installation media (or downloaded set-up file) kept somewhere safe, and can thus reinstall your software at any time.  This means that the software component files are of little importance.  Whereas the files you have created with that software is, by definition, important.  It’s a good rule to always separate unimportant files from important files. So when your software prompts you to save a file you’ve just created, take a moment and check out where it’s suggesting that you save the file.  If it’s suggesting that you save the file into the same folder as the software itself, then definitely don’t follow that suggestion.  File it in your own folder!  In fact, see if you can find the program’s configuration option that determines where files are saved by default (if it has one), and change it. Tip #11.  Organize Files Based on Purpose, Not on File Type If you have, for example a folder called Work\Clients\Johnson, and within that folder you have two sub-folders, Word Documents and Spreadsheets (in other words, you’re separating “.doc” files from “.xls” files), then chances are that you’re not optimally organized.  It makes little sense to organize your files based on the program that created them.  Instead, create your sub-folders based on the purpose of the file.  For example, it would make more sense to create sub-folders called Correspondence and Financials.  It may well be that all the files in a given sub-folder are of the same file-type, but this should be more of a coincidence and less of a design feature of your organization system. Tip #12.  Maintain the Same Folder Structure on All Your Computers In other words, whatever organizational system you create, apply it to every computer that you can.  There are several benefits to this: There’s less to remember.  No matter where you are, you always know where to look for your files If you copy or synchronize files from one computer to another, then setting up the synchronization job becomes very simple Shortcuts can be copied or moved from one computer to another with ease (assuming the original files are also copied/moved).  There’s no need to find the target of the shortcut all over again on the second computer Ditto for linked files (e.g Word documents that link to data in a separate Excel file), playlists, and any files that reference the exact file locations of other files. This applies even to the drive that your files are stored on.  If your files are stored on C: on one computer, make sure they’re stored on C: on all your computers.  Otherwise all your shortcuts, playlists and linked files will stop working! Tip #13.  Create an “Inbox” Folder Create yourself a folder where you store all files that you’re currently working on, or that you haven’t gotten around to filing yet.  You can think of this folder as your “to-do” list.  You can call it “Inbox” (making it the same metaphor as your email system), or “Work”, or “To-Do”, or “Scratch”, or whatever name makes sense to you.  It doesn’t matter what you call it – just make sure you have one! Once you have finished working on a file, you then move it from the “Inbox” to its correct location within your organizational structure. You may want to use your Desktop as this “Inbox” folder.  Rightly or wrongly, most people do.  It’s not a bad place to put such files, but be careful:  If you do decide that your Desktop represents your “to-do” list, then make sure that no other files find their way there.  In other words, make sure that your “Inbox”, wherever it is, Desktop or otherwise, is kept free of junk – stray files that don’t belong there. So where should you put this folder, which, almost by definition, lives outside the structure of the rest of your filing system?  Well, first and foremost, it has to be somewhere handy.  This will be one of your most-visited folders, so convenience is key.  Putting it on the Desktop is a great option – especially if you don’t have any other folders on your Desktop:  the folder then becomes supremely easy to find in Windows Explorer: You would then create shortcuts to this folder in convenient spots all over your computer (“Favorite Links”, “Quick Launch”, etc). Tip #14.  Ensure You have Only One “Inbox” Folder Once you’ve created your “Inbox” folder, don’t use any other folder location as your “to-do list”.  Throw every incoming or created file into the Inbox folder as you create/receive it.  This keeps the rest of your computer pristine and free of randomly created or downloaded junk.  The last thing you want to be doing is checking multiple folders to see all your current tasks and projects.  Gather them all together into one folder. Here are some tips to help ensure you only have one Inbox: Set the default “save” location of all your programs to this folder. Set the default “download” location for your browser to this folder. If this folder is not your desktop (recommended) then also see if you can make a point of not putting “to-do” files on your desktop.  This keeps your desktop uncluttered and Zen-like: (the Inbox folder is in the bottom-right corner) Tip #15.  Be Vigilant about Clearing Your “Inbox” Folder This is one of the keys to staying organized.  If you let your “Inbox” overflow (i.e. allow there to be more than, say, 30 files or folders in there), then you’re probably going to start feeling like you’re overwhelmed:  You’re not keeping up with your to-do list.  Once your Inbox gets beyond a certain point (around 30 files, studies have shown), then you’ll simply start to avoid it.  You may continue to put files in there, but you’ll be scared to look at it, fearing the “out of control” feeling that all overworked, chaotic or just plain disorganized people regularly feel. So, here’s what you can do: Visit your Inbox/to-do folder regularly (at least five times per day). Scan the folder regularly for files that you have completed working on and are ready for filing.  File them immediately. Make it a source of pride to keep the number of files in this folder as small as possible.  If you value peace of mind, then make the emptiness of this folder one of your highest (computer) priorities If you know that a particular file has been in the folder for more than, say, six weeks, then admit that you’re not actually going to get around to processing it, and move it to its final resting place. Tip #16.  File Everything Immediately, and Use Shortcuts for Your Active Projects As soon as you create, receive or download a new file, store it away in its “correct” folder immediately.  Then, whenever you need to work on it (possibly straight away), create a shortcut to it in your “Inbox” (“to-do”) folder or your desktop.  That way, all your files are always in their “correct” locations, yet you still have immediate, convenient access to your current, active files.  When you finish working on a file, simply delete the shortcut. Ideally, your “Inbox” folder – and your Desktop – should contain no actual files or folders.  They should simply contain shortcuts. Tip #17.  Use Directory Symbolic Links (or Junctions) to Maintain One Unified Folder Structure Using this tip, we can get around a potential hiccup that we can run into when creating our organizational structure – the issue of having more than one drive on our computer (C:, D:, etc).  We might have files we need to store on the D: drive for space reasons, and yet want to base our organized folder structure on the C: drive (or vice-versa). Your chosen organizational structure may dictate that all your files must be accessed from the C: drive (for example, the root folder of all your files may be something like C:\Files).  And yet you may still have a D: drive and wish to take advantage of the hundreds of spare Gigabytes that it offers.  Did you know that it’s actually possible to store your files on the D: drive and yet access them as if they were on the C: drive?  And no, we’re not talking about shortcuts here (although the concept is very similar). By using the shell command mklink, you can essentially take a folder that lives on one drive and create an alias for it on a different drive (you can do lots more than that with mklink – for a full rundown on this programs capabilities, see our dedicated article).  These aliases are called directory symbolic links (and used to be known as junctions).  You can think of them as “virtual” folders.  They function exactly like regular folders, except they’re physically located somewhere else. For example, you may decide that your entire D: drive contains your complete organizational file structure, but that you need to reference all those files as if they were on the C: drive, under C:\Files.  If that was the case you could create C:\Files as a directory symbolic link – a link to D:, as follows: mklink /d c:\files d:\ Or it may be that the only files you wish to store on the D: drive are your movie collection.  You could locate all your movie files in the root of your D: drive, and then link it to C:\Files\Media\Movies, as follows: mklink /d c:\files\media\movies d:\ (Needless to say, you must run these commands from a command prompt – click the Start button, type cmd and press Enter) Tip #18. Customize Your Folder Icons This is not strictly speaking an organizational tip, but having unique icons for each folder does allow you to more quickly visually identify which folder is which, and thus saves you time when you’re finding files.  An example is below (from my folder that contains all files downloaded from the Internet): To learn how to change your folder icons, please refer to our dedicated article on the subject. Tip #19.  Tidy Your Start Menu The Windows Start Menu is usually one of the messiest parts of any Windows computer.  Every program you install seems to adopt a completely different approach to placing icons in this menu.  Some simply put a single program icon.  Others create a folder based on the name of the software.  And others create a folder based on the name of the software manufacturer.  It’s chaos, and can make it hard to find the software you want to run. Thankfully we can avoid this chaos with useful operating system features like Quick Launch, the Superbar or pinned start menu items. Even so, it would make a lot of sense to get into the guts of the Start Menu itself and give it a good once-over.  All you really need to decide is how you’re going to organize your applications.  A structure based on the purpose of the application is an obvious candidate.  Below is an example of one such structure: In this structure, Utilities means software whose job it is to keep the computer itself running smoothly (configuration tools, backup software, Zip programs, etc).  Applications refers to any productivity software that doesn’t fit under the headings Multimedia, Graphics, Internet, etc. In case you’re not aware, every icon in your Start Menu is a shortcut and can be manipulated like any other shortcut (copied, moved, deleted, etc). With the Windows Start Menu (all version of Windows), Microsoft has decided that there be two parallel folder structures to store your Start Menu shortcuts.  One for you (the logged-in user of the computer) and one for all users of the computer.  Having two parallel structures can often be redundant:  If you are the only user of the computer, then having two parallel structures is totally redundant.  Even if you have several users that regularly log into the computer, most of your installed software will need to be made available to all users, and should thus be moved out of the “just you” version of the Start Menu and into the “all users” area. To take control of your Start Menu, so you can start organizing it, you’ll need to know how to access the actual folders and shortcut files that make up the Start Menu (both versions of it).  To find these folders and files, click the Start button and then right-click on the All Programs text (Windows XP users should right-click on the Start button itself): The Open option refers to the “just you” version of the Start Menu, while the Open All Users option refers to the “all users” version.  Click on the one you want to organize. A Windows Explorer window then opens with your chosen version of the Start Menu selected.  From there it’s easy.  Double-click on the Programs folder and you’ll see all your folders and shortcuts.  Now you can delete/rename/move until it’s just the way you want it. Note:  When you’re reorganizing your Start Menu, you may want to have two Explorer windows open at the same time – one showing the “just you” version and one showing the “all users” version.  You can drag-and-drop between the windows. Tip #20.  Keep Your Start Menu Tidy Once you have a perfectly organized Start Menu, try to be a little vigilant about keeping it that way.  Every time you install a new piece of software, the icons that get created will almost certainly violate your organizational structure. So to keep your Start Menu pristine and organized, make sure you do the following whenever you install a new piece of software: Check whether the software was installed into the “just you” area of the Start Menu, or the “all users” area, and then move it to the correct area. Remove all the unnecessary icons (like the “Read me” icon, the “Help” icon (you can always open the help from within the software itself when it’s running), the “Uninstall” icon, the link(s)to the manufacturer’s website, etc) Rename the main icon(s) of the software to something brief that makes sense to you.  For example, you might like to rename Microsoft Office Word 2010 to simply Word Move the icon(s) into the correct folder based on your Start Menu organizational structure And don’t forget:  when you uninstall a piece of software, the software’s uninstall routine is no longer going to be able to remove the software’s icon from the Start Menu (because you moved and/or renamed it), so you’ll need to remove that icon manually. Tip #21.  Tidy C:\ The root of your C: drive (C:\) is a common dumping ground for files and folders – both by the users of your computer and by the software that you install on your computer.  It can become a mess. There’s almost no software these days that requires itself to be installed in C:\.  99% of the time it can and should be installed into C:\Program Files.  And as for your own files, well, it’s clear that they can (and almost always should) be stored somewhere else. In an ideal world, your C:\ folder should look like this (on Windows 7): Note that there are some system files and folders in C:\ that are usually and deliberately “hidden” (such as the Windows virtual memory file pagefile.sys, the boot loader file bootmgr, and the System Volume Information folder).  Hiding these files and folders is a good idea, as they need to stay where they are and are almost never needed to be opened or even seen by you, the user.  Hiding them prevents you from accidentally messing with them, and enhances your sense of order and well-being when you look at your C: drive folder. Tip #22.  Tidy Your Desktop The Desktop is probably the most abused part of a Windows computer (from an organization point of view).  It usually serves as a dumping ground for all incoming files, as well as holding icons to oft-used applications, plus some regularly opened files and folders.  It often ends up becoming an uncontrolled mess.  See if you can avoid this.  Here’s why… Application icons (Word, Internet Explorer, etc) are often found on the Desktop, but it’s unlikely that this is the optimum place for them.  The “Quick Launch” bar (or the Superbar in Windows 7) is always visible and so represents a perfect location to put your icons.  You’ll only be able to see the icons on your Desktop when all your programs are minimized.  It might be time to get your application icons off your desktop… You may have decided that the Inbox/To-do folder on your computer (see tip #13, above) should be your Desktop.  If so, then enough said.  Simply be vigilant about clearing it and preventing it from being polluted by junk files (see tip #15, above).  On the other hand, if your Desktop is not acting as your “Inbox” folder, then there’s no reason for it to have any data files or folders on it at all, except perhaps a couple of shortcuts to often-opened files and folders (either ongoing or current projects).  Everything else should be moved to your “Inbox” folder. In an ideal world, it might look like this: Tip #23.  Move Permanent Items on Your Desktop Away from the Top-Left Corner When files/folders are dragged onto your desktop in a Windows Explorer window, or when shortcuts are created on your Desktop from Internet Explorer, those icons are always placed in the top-left corner – or as close as they can get.  If you have other files, folders or shortcuts that you keep on the Desktop permanently, then it’s a good idea to separate these permanent icons from the transient ones, so that you can quickly identify which ones the transients are.  An easy way to do this is to move all your permanent icons to the right-hand side of your Desktop.  That should keep them separated from incoming items. Tip #24.  Synchronize If you have more than one computer, you’ll almost certainly want to share files between them.  If the computers are permanently attached to the same local network, then there’s no need to store multiple copies of any one file or folder – shortcuts will suffice.  However, if the computers are not always on the same network, then you will at some point need to copy files between them.  For files that need to permanently live on both computers, the ideal way to do this is to synchronize the files, as opposed to simply copying them. We only have room here to write a brief summary of synchronization, not a full article.  In short, there are several different types of synchronization: Where the contents of one folder are accessible anywhere, such as with Dropbox Where the contents of any number of folders are accessible anywhere, such as with Windows Live Mesh Where any files or folders from anywhere on your computer are synchronized with exactly one other computer, such as with the Windows “Briefcase”, Microsoft SyncToy, or (much more powerful, yet still free) SyncBack from 2BrightSparks.  This only works when both computers are on the same local network, at least temporarily. A great advantage of synchronization solutions is that once you’ve got it configured the way you want it, then the sync process happens automatically, every time.  Click a button (or schedule it to happen automatically) and all your files are automagically put where they’re supposed to be. If you maintain the same file and folder structure on both computers, then you can also sync files depend upon the correct location of other files, like shortcuts, playlists and office documents that link to other office documents, and the synchronized files still work on the other computer! Tip #25.  Hide Files You Never Need to See If you have your files well organized, you will often be able to tell if a file is out of place just by glancing at the contents of a folder (for example, it should be pretty obvious if you look in a folder that contains all the MP3s from one music CD and see a Word document in there).  This is a good thing – it allows you to determine if there are files out of place with a quick glance.  Yet sometimes there are files in a folder that seem out of place but actually need to be there, such as the “folder art” JPEGs in music folders, and various files in the root of the C: drive.  If such files never need to be opened by you, then a good idea is to simply hide them.  Then, the next time you glance at the folder, you won’t have to remember whether that file was supposed to be there or not, because you won’t see it at all! To hide a file, simply right-click on it and choose Properties: Then simply tick the Hidden tick-box:   Tip #26.  Keep Every Setup File These days most software is downloaded from the Internet.  Whenever you download a piece of software, keep it.  You’ll never know when you need to reinstall the software. Further, keep with it an Internet shortcut that links back to the website where you originally downloaded it, in case you ever need to check for updates. See tip #33 below for a full description of the excellence of organizing your setup files. Tip #27.  Try to Minimize the Number of Folders that Contain Both Files and Sub-folders Some of the folders in your organizational structure will contain only files.  Others will contain only sub-folders.  And you will also have some folders that contain both files and sub-folders.  You will notice slight improvements in how long it takes you to locate a file if you try to avoid this third type of folder.  It’s not always possible, of course – you’ll always have some of these folders, but see if you can avoid it. One way of doing this is to take all the leftover files that didn’t end up getting stored in a sub-folder and create a special “Miscellaneous” or “Other” folder for them. Tip #28.  Starting a Filename with an Underscore Brings it to the Top of a List Further to the previous tip, if you name that “Miscellaneous” or “Other” folder in such a way that its name begins with an underscore “_”, then it will appear at the top of the list of files/folders. The screenshot below is an example of this.  Each folder in the list contains a set of digital photos.  The folder at the top of the list, _Misc, contains random photos that didn’t deserve their own dedicated folder: Tip #29.  Clean Up those CD-ROMs and (shudder!) Floppy Disks Have you got a pile of CD-ROMs stacked on a shelf of your office?  Old photos, or files you archived off onto CD-ROM (or even worse, floppy disks!) because you didn’t have enough disk space at the time?  In the meantime have you upgraded your computer and now have 500 Gigabytes of space you don’t know what to do with?  If so, isn’t it time you tidied up that stack of disks and filed them into your gorgeous new folder structure? So what are you waiting for?  Bite the bullet, copy them all back onto your computer, file them in their appropriate folders, and then back the whole lot up onto a shiny new 1000Gig external hard drive! Useful Folders to Create This next section suggests some useful folders that you might want to create within your folder structure.  I’ve personally found them to be indispensable. The first three are all about convenience – handy folders to create and then put somewhere that you can always access instantly.  For each one, it’s not so important where the actual folder is located, but it’s very important where you put the shortcut(s) to the folder.  You might want to locate the shortcuts: On your Desktop In your “Quick Launch” area (or pinned to your Windows 7 Superbar) In your Windows Explorer “Favorite Links” area Tip #30.  Create an “Inbox” (“To-Do”) Folder This has already been mentioned in depth (see tip #13), but we wanted to reiterate its importance here.  This folder contains all the recently created, received or downloaded files that you have not yet had a chance to file away properly, and it also may contain files that you have yet to process.  In effect, it becomes a sort of “to-do list”.  It doesn’t have to be called “Inbox” – you can call it whatever you want. Tip #31.  Create a Folder where Your Current Projects are Collected Rather than going hunting for them all the time, or dumping them all on your desktop, create a special folder where you put links (or work folders) for each of the projects you’re currently working on. You can locate this folder in your “Inbox” folder, on your desktop, or anywhere at all – just so long as there’s a way of getting to it quickly, such as putting a link to it in Windows Explorer’s “Favorite Links” area: Tip #32.  Create a Folder for Files and Folders that You Regularly Open You will always have a few files that you open regularly, whether it be a spreadsheet of your current accounts, or a favorite playlist.  These are not necessarily “current projects”, rather they’re simply files that you always find yourself opening.  Typically such files would be located on your desktop (or even better, shortcuts to those files).  Why not collect all such shortcuts together and put them in their own special folder? As with the “Current Projects” folder (above), you would want to locate that folder somewhere convenient.  Below is an example of a folder called “Quick links”, with about seven files (shortcuts) in it, that is accessible through the Windows Quick Launch bar: See tip #37 below for a full explanation of the power of the Quick Launch bar. Tip #33.  Create a “Set-ups” Folder A typical computer has dozens of applications installed on it.  For each piece of software, there are often many different pieces of information you need to keep track of, including: The original installation setup file(s).  This can be anything from a simple 100Kb setup.exe file you downloaded from a website, all the way up to a 4Gig ISO file that you copied from a DVD-ROM that you purchased. The home page of the software manufacturer (in case you need to look up something on their support pages, their forum or their online help) The page containing the download link for your actual file (in case you need to re-download it, or download an upgraded version) The serial number Your proof-of-purchase documentation Any other template files, plug-ins, themes, etc that also need to get installed For each piece of software, it’s a great idea to gather all of these files together and put them in a single folder.  The folder can be the name of the software (plus possibly a very brief description of what it’s for – in case you can’t remember what the software does based in its name).  Then you would gather all of these folders together into one place, and call it something like “Software” or “Setups”. If you have enough of these folders (I have several hundred, being a geek, collected over 20 years), then you may want to further categorize them.  My own categorization structure is based on “platform” (operating system): The last seven folders each represents one platform/operating system, while _Operating Systems contains set-up files for installing the operating systems themselves.  _Hardware contains ROMs for hardware I own, such as routers. Within the Windows folder (above), you can see the beginnings of the vast library of software I’ve compiled over the years: An example of a typical application folder looks like this: Tip #34.  Have a “Settings” Folder We all know that our documents are important.  So are our photos and music files.  We save all of these files into folders, and then locate them afterwards and double-click on them to open them.  But there are many files that are important to us that can’t be saved into folders, and then searched for and double-clicked later on.  These files certainly contain important information that we need, but are often created internally by an application, and saved wherever that application feels is appropriate. A good example of this is the “PST” file that Outlook creates for us and uses to store all our emails, contacts, appointments and so forth.  Another example would be the collection of Bookmarks that Firefox stores on your behalf. And yet another example would be the customized settings and configuration files of our all our software.  Granted, most Windows programs store their configuration in the Registry, but there are still many programs that use configuration files to store their settings. Imagine if you lost all of the above files!  And yet, when people are backing up their computers, they typically only back up the files they know about – those that are stored in the “My Documents” folder, etc.  If they had a hard disk failure or their computer was lost or stolen, their backup files would not include some of the most vital files they owned.  Also, when migrating to a new computer, it’s vital to ensure that these files make the journey. It can be a very useful idea to create yourself a folder to store all your “settings” – files that are important to you but which you never actually search for by name and double-click on to open them.  Otherwise, next time you go to set up a new computer just the way you want it, you’ll need to spend hours recreating the configuration of your previous computer! So how to we get our important files into this folder?  Well, we have a few options: Some programs (such as Outlook and its PST files) allow you to place these files wherever you want.  If you delve into the program’s options, you will find a setting somewhere that controls the location of the important settings files (or “personal storage” – PST – when it comes to Outlook) Some programs do not allow you to change such locations in any easy way, but if you get into the Registry, you can sometimes find a registry key that refers to the location of the file(s).  Simply move the file into your Settings folder and adjust the registry key to refer to the new location. Some programs stubbornly refuse to allow their settings files to be placed anywhere other then where they stipulate.  When faced with programs like these, you have three choices:  (1) You can ignore those files, (2) You can copy the files into your Settings folder (let’s face it – settings don’t change very often), or (3) you can use synchronization software, such as the Windows Briefcase, to make synchronized copies of all your files in your Settings folder.  All you then have to do is to remember to run your sync software periodically (perhaps just before you run your backup software!). There are some other things you may decide to locate inside this new “Settings” folder: Exports of registry keys (from the many applications that store their configurations in the Registry).  This is useful for backup purposes or for migrating to a new computer Notes you’ve made about all the specific customizations you have made to a particular piece of software (so that you’ll know how to do it all again on your next computer) Shortcuts to webpages that detail how to tweak certain aspects of your operating system or applications so they are just the way you like them (such as how to remove the words “Shortcut to” from the beginning of newly created shortcuts).  In other words, you’d want to create shortcuts to half the pages on the How-To Geek website! Here’s an example of a “Settings” folder: Windows Features that Help with Organization This section details some of the features of Microsoft Windows that are a boon to anyone hoping to stay optimally organized. Tip #35.  Use the “Favorite Links” Area to Access Oft-Used Folders Once you’ve created your great new filing system, work out which folders you access most regularly, or which serve as great starting points for locating the rest of the files in your folder structure, and then put links to those folders in your “Favorite Links” area of the left-hand side of the Windows Explorer window (simply called “Favorites” in Windows 7):   Some ideas for folders you might want to add there include: Your “Inbox” folder (or whatever you’ve called it) – most important! The base of your filing structure (e.g. C:\Files) A folder containing shortcuts to often-accessed folders on other computers around the network (shown above as Network Folders) A folder containing shortcuts to your current projects (unless that folder is in your “Inbox” folder) Getting folders into this area is very simple – just locate the folder you’re interested in and drag it there! Tip #36.  Customize the Places Bar in the File/Open and File/Save Boxes Consider the screenshot below: The highlighted icons (collectively known as the “Places Bar”) can be customized to refer to any folder location you want, allowing instant access to any part of your organizational structure. Note:  These File/Open and File/Save boxes have been superseded by new versions that use the Windows Vista/Windows 7 “Favorite Links”, but the older versions (shown above) are still used by a surprisingly large number of applications. The easiest way to customize these icons is to use the Group Policy Editor, but not everyone has access to this program.  If you do, open it up and navigate to: User Configuration > Administrative Templates > Windows Components > Windows Explorer > Common Open File Dialog If you don’t have access to the Group Policy Editor, then you’ll need to get into the Registry.  Navigate to: HKEY_CURRENT_USER \ Software \ Microsoft  \ Windows \ CurrentVersion \ Policies \ comdlg32 \ Placesbar It should then be easy to make the desired changes.  Log off and log on again to allow the changes to take effect. Tip #37.  Use the Quick Launch Bar as a Application and File Launcher That Quick Launch bar (to the right of the Start button) is a lot more useful than people give it credit for.  Most people simply have half a dozen icons in it, and use it to start just those programs.  But it can actually be used to instantly access just about anything in your filing system: For complete instructions on how to set this up, visit our dedicated article on this topic. Tip #38.  Put a Shortcut to Windows Explorer into Your Quick Launch Bar This is only necessary in Windows Vista and Windows XP.  The Microsoft boffins finally got wise and added it to the Windows 7 Superbar by default. Windows Explorer – the program used for managing your files and folders – is one of the most useful programs in Windows.  Anyone who considers themselves serious about being organized needs instant access to this program at any time.  A great place to create a shortcut to this program is in the Windows XP and Windows Vista “Quick Launch” bar: To get it there, locate it in your Start Menu (usually under “Accessories”) and then right-drag it down into your Quick Launch bar (and create a copy). Tip #39.  Customize the Starting Folder for Your Windows 7 Explorer Superbar Icon If you’re on Windows 7, your Superbar will include a Windows Explorer icon.  Clicking on the icon will launch Windows Explorer (of course), and will start you off in your “Libraries” folder.  Libraries may be fine as a starting point, but if you have created yourself an “Inbox” folder, then it would probably make more sense to start off in this folder every time you launch Windows Explorer. To change this default/starting folder location, then first right-click the Explorer icon in the Superbar, and then right-click Properties:Then, in Target field of the Windows Explorer Properties box that appears, type %windir%\explorer.exe followed by the path of the folder you wish to start in.  For example: %windir%\explorer.exe C:\Files If that folder happened to be on the Desktop (and called, say, “Inbox”), then you would use the following cleverness: %windir%\explorer.exe shell:desktop\Inbox Then click OK and test it out. Tip #40.  Ummmmm…. No, that’s it.  I can’t think of another one.  That’s all of the tips I can come up with.  I only created this one because 40 is such a nice round number… Case Study – An Organized PC To finish off the article, I have included a few screenshots of my (main) computer (running Vista).  The aim here is twofold: To give you a sense of what it looks like when the above, sometimes abstract, tips are applied to a real-life computer, and To offer some ideas about folders and structure that you may want to steal to use on your own PC. Let’s start with the C: drive itself.  Very minimal.  All my files are contained within C:\Files.  I’ll confine the rest of the case study to this folder: That folder contains the following: Mark: My personal files VC: My business (Virtual Creations, Australia) Others contains files created by friends and family Data contains files from the rest of the world (can be thought of as “public” files, usually downloaded from the Net) Settings is described above in tip #34 The Data folder contains the following sub-folders: Audio:  Radio plays, audio books, podcasts, etc Development:  Programmer and developer resources, sample source code, etc (see below) Humour:  Jokes, funnies (those emails that we all receive) Movies:  Downloaded and ripped movies (all legal, of course!), their scripts, DVD covers, etc. Music:  (see below) Setups:  Installation files for software (explained in full in tip #33) System:  (see below) TV:  Downloaded TV shows Writings:  Books, instruction manuals, etc (see below) The Music folder contains the following sub-folders: Album covers:  JPEG scans Guitar tabs:  Text files of guitar sheet music Lists:  e.g. “Top 1000 songs of all time” Lyrics:  Text files MIDI:  Electronic music files MP3 (representing 99% of the Music folder):  MP3s, either ripped from CDs or downloaded, sorted by artist/album name Music Video:  Video clips Sheet Music:  usually PDFs The Data\Writings folder contains the following sub-folders: (all pretty self-explanatory) The Data\Development folder contains the following sub-folders: Again, all pretty self-explanatory (if you’re a geek) The Data\System folder contains the following sub-folders: These are usually themes, plug-ins and other downloadable program-specific resources. The Mark folder contains the following sub-folders: From Others:  Usually letters that other people (friends, family, etc) have written to me For Others:  Letters and other things I have created for other people Green Book:  None of your business Playlists:  M3U files that I have compiled of my favorite songs (plus one M3U playlist file for every album I own) Writing:  Fiction, philosophy and other musings of mine Mark Docs:  Shortcut to C:\Users\Mark Settings:  Shortcut to C:\Files\Settings\Mark The Others folder contains the following sub-folders: The VC (Virtual Creations, my business – I develop websites) folder contains the following sub-folders: And again, all of those are pretty self-explanatory. Conclusion These tips have saved my sanity and helped keep me a productive geek, but what about you? What tips and tricks do you have to keep your files organized?  Please share them with us in the comments.  Come on, don’t be shy… Similar Articles Productive Geek Tips Fix For When Windows Explorer in Vista Stops Showing File NamesWhy Did Windows Vista’s Music Folder Icon Turn Yellow?Print or Create a Text File List of the Contents in a Directory the Easy WayCustomize the Windows 7 or Vista Send To MenuAdd Copy To / Move To on Windows 7 or Vista Right-Click Menu TouchFreeze Alternative in AutoHotkey The Icy Undertow Desktop Windows Home Server – Backup to LAN The Clear & Clean Desktop Use This Bookmarklet to Easily Get Albums Use AutoHotkey to Assign a Hotkey to a Specific Window Latest Software Reviews Tinyhacker Random Tips Acronis Online Backup DVDFab 6 Revo Uninstaller Pro Registry Mechanic 9 for Windows Track Daily Goals With 42Goals Video Toolbox is a Superb Online Video Editor Fun with 47 charts and graphs Tomorrow is Mother’s Day Check the Average Speed of YouTube Videos You’ve Watched OutlookStatView Scans and Displays General Usage Statistics

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