customizing the look and feel of otm to fit your business

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Often, when Oracle Transportation Management (OTM) is implemented, the focus is on core functionality and ensuring that you can run your business optimally. However, you may not realize that there are many unnecessary steps in your day to day process due to extra clicks, extra fields, or extra steps required to kick off custom business processes.Utilizing Screen Sets, Manager Layouts, Re-labeling, and Custom Menus you can now turn an out-of-the-box application into a tool that uniquely matches how you do business. This presentation will give you insight to how this functionality works. Presented by Samuel Levin at MavenWire.

TRANSCRIPT

Page 1: Customizing the Look and Feel of OTM to Fit Your Business

MavenWire

Customizing the Look and Feel of OTM to Fit Your

Business

Collaborate ‘07

February 2007

Page 2: Customizing the Look and Feel of OTM to Fit Your Business

MavenWire Customizing the Look and Feel of OTM to Fit Your Business

Agenda

!   High level overview of OTM’s screen and menu customization capabilities

!   Demonstrate the capabilities of OTM !   Demonstrate how to apply these changes !   Questions and Answers

Page 3: Customizing the Look and Feel of OTM to Fit Your Business

MavenWire Customizing the Look and Feel of OTM to Fit Your Business

Objectives

!   Provide an overview of OTM’s customizable look and feel functionality.

!   Demonstrate ways to eliminate clicks and extra steps from your business processes.

!   Demonstrate how to make changes to menus, search screens and data-entry screens.

!   Provide an overview of how changes can be applied by user, role and/or domain.

Page 4: Customizing the Look and Feel of OTM to Fit Your Business

MavenWire Customizing the Look and Feel of OTM to Fit Your Business

Menu Layout Overview

Default Manager Layout

Page 5: Customizing the Look and Feel of OTM to Fit Your Business

MavenWire Customizing the Look and Feel of OTM to Fit Your Business

Screen Set Overview

Default Order Search Screen

By Customizing the search screen all fields and tabs were condensed to one tab with no unwanted fields

Page 6: Customizing the Look and Feel of OTM to Fit Your Business

MavenWire Customizing the Look and Feel of OTM to Fit Your Business

Data Entry Overview Default Order Entry Screen

Only fields that need to be populated are displayed

Page 7: Customizing the Look and Feel of OTM to Fit Your Business

MavenWire Customizing the Look and Feel of OTM to Fit Your Business

Demonstration

Demonstration

Demonstration Includes: !   Manager Layouts !   Screen Sets !   Menu Layouts !   Labels !   Custom Actions !   Branding

Page 8: Customizing the Look and Feel of OTM to Fit Your Business

MavenWire Customizing the Look and Feel of OTM to Fit Your Business

Benefits of Customizations

!   Minimize Clicks while using OTM !   Simplifies Data Entry !   Reduces chance for User Error !   Reduces Steps in your Business Processes !   Conforms OTM to your Business Standards

and Terminologies !   Configure OTM by User Role !   Improves overall Business Process

Page 9: Customizing the Look and Feel of OTM to Fit Your Business

MavenWire Customizing the Look and Feel of OTM to Fit Your Business

Q & A and Discussion

Questions?

Page 10: Customizing the Look and Feel of OTM to Fit Your Business

MavenWire

Thank You!