Oracle UPK: Your Swiss Army Knife for ERP projects - Webcast Q&A Transcript

End-user adoption
By Xuan Liao
November 9, 2016

Yesterday we presented the webcast "Oracle UPK: Your Swiss Army Knife of ERP projects", where our practice director and UPK evangelist Jordan Collard,  shared his expertise in the UPK product and how to best leverage it for software projects of different types. Jordan took questions live from the audience, and today we bring you the transcript. If you missed the live event, you can always download the webcast recording here.

Can you provide examples of using Oracle UPK for other applications different to Oracle?

Recently we worked with a large berries company for the whole concept of their Workday HR rollout, proving that UPK can actually become very useful to Cloud application onboarding. 

We also worked with a french based multinational that had built an in-house transportation system similar to OTM. There we used UPK to develop test scripts and the training materials for the rollout.

We have used UPK for many non-Oracle applications all the time – just here in IT Convergence we use Oracle UPK for variety of training goals, even to train employees on our cisco phones.

We are about to upgrade our Peoplesoft system, have you had other companies use UPK in peoplesoft projects? Can you give an example?

Well actually, UPK started with PeopleSoft before Oracle acquired PS, so there are a lot of people in the PeopleSoft community using Oracle UPK.

There are a few ways to leverage the tool for the project. If you’ve purchased pre-built content and you’re starting the upgrade, I’d suggest using it early on. In many cases, when purchasing pre-built content people think it’s just and end-user solution, and it often turns out not to be the same. Things are often differently in your application, and users get frustrated.

A best practice we recommend is using it early in the project. You have a stable environment; you can use it to train the project team on how that application is delivered. And as you leverage this content it starts molding to become your training, and that effort is reduced at the end.

We are thinking of using UPK as a training 'school' for a brand-new system as well as existing content. What provisions exist for migrating this content (e.g. paper, verbal, instructor-given) into Oracle UPK?

There are a few ways to do this. You can bring existing content into the package, so that you don’t waste existing assets. You can bring them in at certain pieces of the course, whether it’s a link they can go to, an image, or a package.

Another way is recording over that content. For example, before the new release, at ITC we used Power Point presentations that we did not want to waste. What we did is we recorded over each slide of the PowerPoints, and this allowed us to bring them into UPK as content to be leveraged there. Now with UPK’s latest version you can directly import the PPTs.

So depending on the asset type you have, there are a few different ways to do it, and it also depends on the content type – for instance, if you want to bring certain contents for certain audiences in a particular way.

What are the best practices for organizing UPK content?

This is a very important point, as many clients don’t put enough time and effort into it and find themselves in a nightmare as the usage expands, you take on other applications, or you start having different versions.

UPK works with a parental hierarchy of modules, sections, topics and libraries. Large organizations may have duplicate tool libraries. Most take high hierarchy levels according to the application, so you can have Oracle Financials as the module, and the section could be AP, AR, Fixed Assets, Cash Management, etc. Then you may have another module that’s, JDE, SAP, etc. You can also have a second tier for geographic region, many organizations choose to duplicate libraries for geographic regions or languages.

You can do this in many ways, but it’s important to have consistent standards and naming conventions across the organization. 

Can you clarify the difference between paste duplicate and copy?

With UPK you have the ability to copy folders with parent and child documents, the difference between the copy and paste duplicate, is that with the copy (selection only) functionality, the new document will only maintain the links contained in the document from the original topics not to the newly created documents.

And with the duplicate option, will create copies of the parent documents and all related child documents, and the links between the new copies will be updated so that new parent documents link to new child documents.

If you'd like more information about this functionality in UPK, contact for a detailed explanation. 

For more UPK information and resources, visit our UPK product page or request a UPK Demo/Assessment with our team of experts.

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Xuan Liao

Written by Xuan Liao

Xuan is the Marketing Manager of our Cloud Managed Services, Integration Services, Testing and Education lines of businesses, she creates and delivers problem solving information and resources to cater to the main pain points our customers face. Her subject matter expertise revolves around best practices to maximize technology ROI, enhance end-user adoption, reduce TCO and ensure quality. Her goal is to work with our LOB leaders and sales executives to help provide custom solutions that aims to deliver long term results to transform the way organizations perceive the power of technology.