Open Text Corporation · TSX:OTEX
Open Text — Technical Presentation (2004)
28 slides from Open Text's technical presentation, 2004
Slide 1: Enterprise Deployment Framework
Enterprise Deployment Framework From strategy to reality. Fast. Tim Marshall Director Learning Services Open Text Corporation Copyright © 1995-2003 Open Text Inc. All rights reserved.
Slide 2: Session objectives
Session objectives Defining a cost-effective deployment program to achieve identified business benefits for the introduction of Livelink sooner, by facilitating widespread, fast adoption & deployment. Slide 2
Slide 3: Agenda
Agenda The Livelink enterprise Learning, not just training Implementation training Enterprise Deployment Framework Question and answer session Slide 3
Slide 4: The Livelink Enterprise
The Livelink Enterprise Livelink Enterprise Project Operational Management Communities Implementation Service Key Audience delivery team End users team stakeholders Fit for Service Scope, CSF’s Acceptance Impact purpose, quality & & funding & ongoing prioritization reliability use Standard technical
Slide 5: Agenda
Agenda The Livelink enterprise Learning, not just training Implementation training Enterprise Deployment Framework Question and answer session Slide 5
Slide 6: Learning, not just training
Learning, not just training Training – Teacher centric Implementation - Typically generic skills transfer; meets most needs most of the time - Instructors, classrooms and courses Blended Learning - Learner centric - Employee is a knowledge seeker with constantly changing learning needs. - Learni
Slide 7: Agenda
Agenda The Livelink enterprise Learning, not just training Implementation training Enterprise Deployment Framework Question and answer session Slide 7
Slide 8: Implementation training
Implementation training Primarily about technology Standard or lightly tailored classroom training approach - “You don’t know what you need to know until you know it” Operational team roles - Administration - Infrastructure & security Project team - Functional - Technical Slide 8
Slide 9: Enterprise Deployment Framework
Enterprise Deployment Framework It has little to do with technology… Slide 9
Slide 10: Challenges
Challenges Enterprise Deployments present particular challenges: - Typically large number of users - Diverse system use (communities & individuals) - Mixed ability and experience - Limited resources It is a daunting challenge, but… - A basic measure of business benefit achieved is “are users usi
Slide 11: Outline approach
Outline approach Objectives - Maximize instructor time and resources - Minimize student time commitment and resources Internal marketing & Communications Tiered competency network - Communities and community champions Economies of scale - Define common user roles - Modular learning content
Slide 12: Tiered competency network
Tiered competency network Knowledge / Community Champions - KC’s / CC’s should be aligned with a community - Typical roles and responsibilities ‘Own’, build and maintain community knowledge environment Administer community users and user access Provide 1st line proactive business support to
Slide 13: Communities without champions?
Communities without champions? Lack of local product knowledge leads to - Inefficient, limited or improper use of functionality - A high load on operational support team Lack of a community ‘business’ focal point leads to - Unpredictable or erratic usage - Poor perception of the product or solut
Slide 14: Knowledge Champion obstacles
Knowledge Champion obstacles Commitment to identify & assign - Consider a mandatory, not optional part of the program Bubble up resistance to key stakeholders / investors - Can be supported by aligning with Community launch, system access or ability to call on support Willingness & ability t
Slide 15: Deployment framework
Deployment framework Modular Learning Communications Content methods Template Business User Learning Analysis process roles styles Skills matrices Deployment strategy Output Resources Timeline Refine Deployment plan Output Slide 15
Slide 16: Template (products and tools)
Template (products and tools) Modular learning content for re-purposing - Classroom course manuals & eLearning content Delivery methods - eLearning, eClassrooms, Lectures, Classrooms & Coaching Communications - “Message from the CEO” - Project identity - Giveaways - Workshops - Roadshows Slide
Slide 17: Deployment framework
Deployment framework Modular Learning Communications Content methods Template Business User Learning Analysis process roles styles Skills matrices Deployment strategy Output Resources Timeline Refine Deployment plan Output Slide 17
Slide 18: Identify common user roles
Identify common user roles Start with ‘Knowledge Usage’ view - Champions (Controllers) - Contributors - Consumers Refine with organization or process view - Functional roles - Departmental roles - Combination department / function Slide 18
Slide 19: Define learning path
Define learning path Step Approach Target role 1 Feature-function Knowledge Usage roles training 2 SmartStart Community Champions 3 Solution training Functional / departmental roles Solution Training captures the application context (business process) to make learning directly relevant Slide 19
Slide 20: Build feature function skills matrix
Build feature function skills matrix Knowledge: Consumer Contributor Controller Navigating Y Y Y Searching Y Y Y Viewing Y Y Y Creating Y Y Revising Y Y Permissions Y Extend with required additional feature function areas, e.g., workflow, forms etc. as required Slide 20
Slide 21: Build solution skills matrix
Build solution skills matrix Dept: Finance Finance Finance Function: A/P Clerk C/Ctrl FD P.O. processing Y Y Invoice processing Y Y Credit Checking Y Y Salary Processing Y Slide 21
Slide 22: Define blended learning
Define blended learning Match learning methods to learning styles Consider in terms of - Importance of role to success - Complexity of required product usage - Size of target audience - Stage of deployment - Mix of feature-function to solution training Slide 22
Slide 23: Deployment framework
Deployment framework Modular Learning Communications Content methods Template Business User Learning Analysis process roles styles Skills matrices Deployment strategy Output Resources Timeline Refine Deployment plan Output Slide 23
Slide 24: Deployment phases & activities
Deployment phases & activities “I know what Aware Engage “I know what is the change is expected of me and why we Marketing Change and my are changing” •Roadshows Management community” •Presentations •Workshops •Video •1:1 communication •Memos •Group meetings •Newsletters •Magazines •Team meetings Pe
Slide 25: Deployment framework
Deployment framework Modular Learning Communications Content methods Template Business User Learning Analysis process roles styles Skills matrices Deployment strategy Output Resources Timeline Refine Deployment plan Output Slide 25
Slide 26: Deployment planning
Deployment planning Timeline Resources Implementation milestones, Budget, trainers, Deadlines, Priorities Deployment facilities Strategy “Cut your cloth according to your means….” Deployment plan • Take the strategy and make it achievable by overlaying constraints • Timescales • Resources • Output i
Slide 27: Questions?
Questions? Collaborative Working Knowledge Environment Repository Slide 27
Slide 28: OPEN TEXT
OPEN TEXT coR PORATION