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Don’t Customize, Just Personalize!. Jan 17, 2008. Prabhakar Pooskur Dharmang Purohit. TIBCO Software Inc.

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Don t customize just personalize

Don’t Customize, Just Personalize!

Jan 17, 2008

Prabhakar PooskurDharmang Purohit


Tibco software inc
TIBCO Software Inc.

  • Headquartered in Palo Alto, California, TIBCO Software Inc. (NASDAQ:TIBX) 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 agility–what TIBCO calls The Power of Now®.

  • Visit www.tibco.com for more information


Presentation objectives
Presentation Objectives

  • Business Goals

  • Business Challenges

  • Implementation Approach

  • Personalization Features

  • Activating Personalization…

  • Business Scenarios

  • Benefits

  • Lessons Learnt

  • References

  • Questions


Business goals
Business Goals

Reduced cost of maintenance

Increase efficiency of end users

Add business processes that give strategic advantage

Superior ownership experience


Business challenges
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


Implementation approach
Implementation approach

Configuration vs Personalization vs Extensions



Activating personalization
Activating personalization…

  • Activating 11.5.10 Self Service Personalization


Activating personalization1
Activating personalization…

  • Navigating to 11.5.10 Form Based Personalization


Business scenarios
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


Benefits
Benefits

  • Helps achieve faster streamlined process

  • Helps in enforcing adherence to organization’s 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


Lessons learnt
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.


References
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


Ubex corporation
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


Ubex corporation1
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 8:00 AM)

    • Leveraging OCS and Oracle SOA (BPEL) to automate document management

      (Track 15, Room 203 at 11:00 AM)

    • iExpense Approval Limits Automation at Yahoo!

      (Track 5, Room 206 at 2:30 PM)

    • Don't customize, just personalize!

      (Track 14, Grand Ballroom G at 4:00 PM)



End

- Thank You -


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