Dont Customize, Just Personalize

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Dont Customize, Just Personalize!

• Jan 17, 2008

Prabhakar PooskurDharmang Purohit
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TIBCO Software Inc.

• Headquartered in Palo Alto, California, TIBCO
  Software Inc. (NASDAQTIBX) provides enterprise
  software that helps companies achieve
  service-oriented architecture (SOA) and business
  process management (BPM) success.
• With over 3,000 customers and offices in 40
  countries, TIBCO has given leading organizations
  around the world better awareness and
  agilitywhat TIBCO calls The Power of Now.
• Visit www.tibco.com for more information

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Presentation Objectives

• Business Goals
• Business Challenges
• Implementation Approach
• Personalization Features
• Activating Personalization
• Business Scenarios
• Benefits
• Lessons Learnt
• References
• Questions

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Business Goals
Reduced cost of maintenance
Increase efficiency of end users
Add business processes that give strategic
advantage
Superior ownership experience
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Business Challenges
Enhance UI without many customizations
Facilitate faster data entry, reduce complexity
Enforce adherence to business processes
Solutions with fast turnaround time, scalable,
easy to maintain
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Implementation approach

• Configuration vs Personalization vs Extensions

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Personalization Features
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Activating personalization

• Activating 11.5.10 Self Service Personalization

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Activating personalization

• Navigating to 11.5.10 Form Based Personalization

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Business Scenarios

• 11.5.10 Self Service Personalization
• Access to Global Expenditure Policy on Internet
  Expenses home page
• Guiding user on the process for requesting new
  supplier creation in Internet Procurement
• Hide unused fields from Internet Procurement
  application
• 11.5.10 Form Based Personalization
• Preventing accidental delivery of an unformatted
  PO to supplier during PO approval
• Preventing unnecessary tax variance on Invoices
  in AP
• Preventing data entry errors during blanket PO
  releases

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Benefits

• Helps achieve faster streamlined process
• Helps in enforcing adherence to organizations
  business processes
• Aids in building faster, simpler solutions for
  SOX related requirements
• Hands more control to functional team for
  designing the business logic and UI changes
• Ability to design user and responsibility
  specific solutions
• Ability to change Oracle provided UI and business
  logic without violating any support agreements

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Lessons Learnt

• Access
• Personalization is a powerful tool, access to
  fewer users will ensure efficient tracking of
  personalization changes done in your application.
• Testing
• Personalization should not be performed in
  production instances directly.
• Upgrades/Patches
• Upgrades and patches MAY change the underlying
  filenames and location, hence the need to test
  personalization changes subsequently.
• Migration
• Migration using standard oracle practices will
  ensure that the metadata of your personalization
  changes remains intact and can be reapplied if
  lost during upgrades or patches.

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References

• 11.5.10 Form Based Personalization
• The below note consolidates links to all
  relevant user guides and training materials.
• Metalink Note - 279034.1
• 11.5.10 Self Service Personalization
• Metalink Note - 308872.1

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Ubex Corporation

• Ubex Corporation is a premier provider of
  end-to-end solutions based on Oracle
  Applications.
• Visit www.ubex.com for more information
• Ubex is an Oracle Certified Partner

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Ubex Corporation

• Ubex Booth
• Visit Booth 37 today at the Exhibitor Hall
• Enter for a chance to win Nintendo Wii !!!
• Other Ubex Presentations
• Automating segregation of duties verification
  through ICM
• (Track 8, Room 202 at 800 AM)
• Leveraging OCS and Oracle SOA (BPEL) to automate
  document management
• (Track 15, Room 203 at 1100 AM)
• iExpense Approval Limits Automation at Yahoo!
• (Track 5, Room 206 at 230 PM)
• Don't customize, just personalize!
• (Track 14, Grand Ballroom G at 400 PM)

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Q As
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End

• - Thank You -

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Activating personalization

• Navigating to 11.5.10 Self Service
  Personalization