how to personalize the role tailored client – what you can do yourself
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How to Personalize the Role Tailored Client – What you can do yourself. Tom Taylor Partner Technology Advisor Microsoft Corporation. Personalization and More. Personalization Done by user Hide/show elements for me Fine-tailor my user experience to fit my way of working. Customization - PowerPoint PPT PresentationTRANSCRIPT
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How to Personalize the Role Tailored Client – What you can
do yourselfTom Taylor
Partner Technology AdvisorMicrosoft Corporation
Where USERS Make the Difference!
Personalization and More
Configuration (“Mass-personalization”)Done by power-user (or partner)Hide/show elements for a User ProfileMaintain each User Profile to stay aligned with the company processes
PersonalizationDone by userHide/show elements for meFine-tailor my user experience to fit my way of working
CustomizationDone by partnerBuilds additional elements and user experience (UX) building blocksCreate new user profiles
Where USERS Make the Difference!
Key Areas Where RoleTailoring Has High Value
1. Help employees prioritize their work2. Let employees monitor their performance3. Simplify navigation 4. Provide in-task decision support5. Mimic task steps in the user experience6. Minimize keystrokes per task
Where USERS Make the Difference!
• Goal: Role Center provides a quick overview of my job
• Solution: Role Center– Activities Part– Notifications Part– Charts– My Parts
1+2. Show Work Ahead and Performance
Where USERS Make the Difference!
Where USERS Make the Difference!
The Role CenterDEMO
Where USERS Make the Difference!
1. Help Employees Prioritize Their Work
Benefits• People get a quick overview of the work ahead– See their processes with key “inboxes”– Can prioritize what to attack next
• People become aware of exceptions– Don’t miss important messages
Where USERS Make the Difference!
Benefits• Provides overview of performance– Can see effect of recent behavior – Can notice trend• Change before things go wrong
2. Let Employees Monitor Their Performance
Where USERS Make the Difference!
3. Simplify Navigation
• Goal: Navigation contains only frequently used lists it never scrolls
• Solution– Departments page and page search– List Places
Where USERS Make the Difference!
Where USERS Make the Difference!
Navigation PaneDEMO
Where USERS Make the Difference!
3. Simplify Navigation
Benefits• Navigation based on “hubs”• Simple Navigation Pane– Doesn’t scroll– Simple structure to learn for new people
• Activity Buttons group links for specific activity– No jumping between modules during task
• Saved Views– No need to build filter every time– Power-users build for people who can’t
Where USERS Make the Difference!
4. Provide In-task Decision Support
• Goal: More informed decisions with less open windows
• Solution: Fact Boxes– Display information related to the selected record
Where USERS Make the Difference!
Where USERS Make the Difference!
Fact BoxesDEMO
Where USERS Make the Difference!
4. Provide In-task Decision SupportBenefits• In Task Pages– Bring in key fields from other pages– No need to open more windows– Don’t forget to check...– Saves keystrokes for every task
• In List Places– Helps identify that correct record is selected– Shows relevant information about record• Can often process without opening
Where USERS Make the Difference!
5. Mimic Task Steps in the User Experience
• Goal: Sequence is explicit, process is understood
• Solution: Action Pane– Custom action groups– Selection and sequencing of actions
Where USERS Make the Difference!
Where USERS Make the Difference!
Action PaneDEMO
Where USERS Make the Difference!
5. Mimic Task Steps in the User ExperienceBenefits• Easy to communicate changed process• Less training required• Easier for new people to learn• Easier for internal people to substitute for each other– Are reminded of sequence– See just the fields needed– More agile work force
Where USERS Make the Difference!
6. Minimize Keystrokes Per Task• Goal: Show only fields that are relevant to each user
• Solution– Showing only relevant FastTabs and fields– Sequence of FastTabs and fields– Making fields ”additional”– FastTab summaries
Where USERS Make the Difference!
Where USERS Make the Difference!
Fast TabsDEMO
Where USERS Make the Difference!
6. Minimize Keystrokes Per Task
Benefits• Shows only typical fields for user profile– Few keystrokes to TAB through page– Easy for new people to learn which fields to use– Room to show multiple FastTabs expanded• No need to flip between tabs
– Room to show summaries• Summary fields– Saves keystrokes to check every time
Where USERS Make the Difference!
As a Customer
• Expect your partner to provide a RoleTailored solution– List what you need and what’s most important– You know your business, your processes, and your users– Tell your partner!
• You should never let users work on an “Role Tailored Client” (RTC) solution that has not been RoleTailored
• Train and help power-users help others• Show people how to personalize
Where USERS Make the Difference!
As a Partner
• Start by RoleTailoring the RTC for each User Profile; only then will users get the full value of the RTC
• Build task-specific pages that fully support key tasks in the vertical industry
• Use the right tools for the right task– Pages– Charts– Reports– Leverage the integration capabilities of the RTC
• Look for opportunities– Value-add for customer–and for your vertical
Where USERS Make the Difference!
Layers in RoleTailoring
Personalization
UsersConfiguration
Power-usersITPartner
Customization
ITPartner
Integration
ITPartnerISV
Extensibility
PartnerISV
Usability
Familiarity
Transactional Efficiency
Flexibility
Business Insight
Collaboration
Business Producti
vity
Where USERS Make the Difference!
Conclusion• Efficient RoleTailoring– Involve people who do the work. ”Configure” user profiles
• Focus on specific areas– Help employees prioritize their work– Let employees monitor their performance– Simplify navigation – Minimize keystrokes per task– Provide in-task decision support– Mimic task steps in the user experience
• Use partner where value-add is highest: Custom elements