Oracle Guided Learning for PeopleSoft

More than UPK's replacement — next-generation technology offering in-app guidance

Modernize Your PeopleSoft Training and Accelerate Adoption

Oracle Guided Learning (OGL) revolutionizes the way users interact with PeopleSoft. OGL is next-generation technology that offers in-application guidance without having to refer to an offline training manual. The no-code software seamlessly integrates with PeopleSoft and provides walkthroughs, helpful tips, self-help menus and task lists for a more intuitive experience for employees, students, customers and suppliers.

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From the Oracle blog: Cameron McClurg, VP SpearMC, shares how OGL revolutionizes the way we interact with PeopleSoft.

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The Value of Oracle Guided Learning

Oracle Guided Learning is a digital adoption platform (DAP) technology which offers an intuitive, real-time solution to your team. OGL will transform the way you support your users with more effective guidance at the point of need. Benefits include:

Ease of Use

Engages and guides users without a heavy-handed training requirement.

Effective

Enhances the user experience with step-by-step guides for navigating complex tasks.

Support Ticket Reduction

As users elect to receive guidance, support tickets are reduced as bugs are avoided, and support desk phone calls become unnecessary.

Built-In Analytics

Determine which guides are being used effectively, and collect feedback from the users.

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Why is SpearMC the exclusive licensing partner for OGL

Install support

We typically don’t have access to the underlying PeopleSoft instance so we can’t do the install ourselves (but we could with access). But through a screenshare walkthrough and documentation, we assist your resource(s) in downloading the correct project from My Oracle Support, updating the underlying code to reflect your OGL application, getting it imported into your non-prod PeopleSoft environment, validating and assisting in any troubleshooting.

Proof of Concept Guides

Based on the design advisory, we build 4 proof of concept guides highlighting the strengths and capabilities of OGL.  These can be real guides that are your most important/needed guides or they could be throwaway “concepts” that you want to see how something might work.  We recently increased this number to 4. Previously we said we’d create 2 (and I may have had this in your original quotes) but feel like 4 will allow you more freedom to try additional ideas to see how they will work for your organization.  I can update the quote for this when we get the extension.

Design Advisory

We work with your team to discuss your greatest needs/goals, how you think the organization will want to use OGL, what specific techniques will meet the needs/goals and specific look and feel branding that might be consistent with your existing standards.

Training Workshop

This was also recently increased from a half day to a full day session.  As we build more and more training documents including tips and tricks, how to’s, and other PeopleSoft specific training, this one day workshop will teach your internal staff how to build your own guides or take the Starter Kit guides and update them.

Annual Assessment

With multi-year licensing, we will meet with you on your anniversary (or thereabouts) and look with you at how OGL is being adopted by your end users.  Using best practice comparisons with other OGL on PeopleSoft customers, we’ll strategize with you on how to increase the value for the organization.  This may mean advising to build more guides, change techniques or activation settings, etc.

Expedite the Launch of OGL with SpearMC’s Starter Kit

In addition to training and implementation services, SpearMC offers a Starter Kit to help your team fast-track development of OGL guides for PeopleSoft. The Starter Kit works immediately after importing it to your PeopleSoft environment, and our team provides training on how to update guides.

The Starter Kit contains:
  • Employee/Manager Self-Service
  • Applicant/Student Self-Service
  • Supplier/Customer Self-Service
  • Core Functional – FSCM, HCM, Campus
  • PeopleTools and Support Desk
  • Enterprise Components

Why Use SpearMC’s OGL Starter Kit?

Works out of the box

The Starter Kit immediately works in your environment. Simply turn guides on or off.

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Works for all PeopleSoft customers

Our guides will work in all PeopleSoft versions and deployment models.

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Adaptability

We provide training on how to modify the guides, add or remove steps, update language, links and logos. We will help you migrate to Search-Based guides or even to the Classic Menu.

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Templates to copy

Quickly copy and modify templates and techniques for Process Guides, Smart Tips, Task Lists, Launchers and more.

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“So far the feedback from our UAT folks is tremendous. We are able to edit guides or clone guides with different fields in seconds.  I encourage others to follow the 80/20 rule – whereby 80% of OGL content comes from SpearMC.”

— PeopleSoft HCM/ELM Product Owner, State of North Dakota
Featured Success Stories
Additional Information
Oracle Guided Learning for PeopleSoft: Overview
Oracle Guided Learning for PeopleSoft: Starter Kit
Oracle Guided Learning for PeopleSoft: Authorized Reseller
Oracle: Get Started with Guided Learning
Article: Time to pay attention to Oracle Guided Learning
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