This series will give you an insight into the rationales and reasonings for creating some of our premier features and give you visiblity into the team behind the platform.
Personalization – Be relevant when applying guidance and communicating change
As part of any change, lies the challenge of bringing your stakeholders (employees, suppliers, customers etc.) along the journey with you. While we endeavor to find the ‘one sized’ fits all approach to simplify and repeat our processes, we can’t hide from the fact that people are different. What appears simple to someone, is complex to another.
In the evolving innovative world of systems and software, there is a move to standardize – less customizations, more out of the box. This concept applies well on a system architecture and design level, reducing complexity and cost. But when your employees are different by nature, it’s difficult to apply a ‘one-sized fit all approach’ to training, enablement and employee experience.
The beautiful promise of Digital Adoption Platforms is being able to apply a layer of personalization, selecting who you want to target and the conditions (such as time, behaviour based etc.) you need to highlight to core standard processes with the major need to customize and configure your core application.
Personalization is a key strategic focus for us and two examples of this are Roles and Activation Conditions.
What are Roles and Activation Conditions? Why did we incorporate this into our product?
Roles allows administrators to define and group pre-configured application roles so they can present targeted, relevant information to their users. Prior to the introduction of Roles, users faced challenges such as irrelevant content being displayed for their role and/or situation. For instance, certain process guides designed for managerial actions were accessible to all users, including those with an employee role; messages had to be designed to appeal to a broader audience, rather than customized and tailored for purpose.
Activation Conditions allow administrators to personalize an experience for their users by enabling restrictions and rules based on specific roles, behaviours or displaying content during designated times to ensure a more seamless and tailored user experience. For instance, administrators are able to define the frequency of reminders needed for periodic updates to appear. This strategic approach aims to foster employee awareness and encourage timely completion of pending tasks without causing unnecessary disruptions.
By adding in these functions, Guided Learning administrations are able to deliver relevant experiences for their users. Value is found by:
In summary, with the introduction of roles and activation conditions in our system significantly enhances the customer experience by addressing specific challenges faced by users, in refining the content control and also ensuring that our customers benefit from a more personalized and efficient interaction.
Figure 1: Snip of Guide Activation modal in Redwood, showing logic applied by Page and with a time condition.
What is available today and how is this being applied?
As Oracle Guided Learning has a direct integration with Oracle Applications, Guided Learning automatically imports role data from Oracle Fusion (Fusion Seeded Roles), thereby simplifying the process of segmentation for Oracle Fusion customers. Guided Learning also allows for customized role values (called OGL Roles) to be assigned.
Guided Learning has a number of Activation Conditions that can be applied to the display and launch of each guide.
What have we noticed about the feature's adoption and use case from our customers?
For example, we have customers:
Figure 3: Snippet of Roles targeting within Oracle Guided Learning
Figure 4: Snippet of analytics dashboard by Guide runs by top user roles
What's next? Where are we going?
To find out more about Oracle Guided Learning, please visit our website
To start using Activation Conditions and Roles, you can refer to our Learning Paths and User Guide for information on how to apply this.
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About the Authors:
Driven by a passion for dancing and a curiosity for creativity and innovative thinking, making each day in my life joyous and exciting.
As a dynamic professional with nearly five years of dedicated experience in the OGL domain, I have honed my expertise and leadership skills through various roles, including Developer, Tech Lead, Technical trainer and Region Lead for ANZ. Recently transitioning into Product Management, I find fulfilment as a Scrum Master for the OGL on OGL team, meticulously orchestrating Sprint Reviews. Leveraging my technical aspects in OGL and unwavering dedication to customer satisfaction, I currently excel in my role as a Product Owner, striving to deliver impactful solutions.
Chris is a former marketer, and current technology enthuaist and evangelist, exploring the impact of technology on people, processes and systems. He currently works in the Product Management space for Guided Learning, Oracle's Digital Adoption Platform, helping to accelerate cloud success, adoption, change and training.