Strategy for the implementation of a “Fluid User Interface”

May 25 BSSI, PeopleSoft

1. Problem and context

For users experienced in a web 2.0 interface, the classic ergonomics of ERP may seem outdated and unsuitable today. It is this observation, to which was added the need to develop an interface suitable for use via mobiles, which led Oracle to introduce into its PeopleSoft solutions a user interface complementary to the so-called classic interface: this is the Fluid User Interface.

Launched in 2014, with the PeopleTools 8.54, the Fluid UI was gradually extended, with the arrival of each new 9.2 image, and now covers as standard a large part of the functionality of the application.

2. The “Fluid User Interface”

The Fluid User interface is above all a new way of using the system. At the same time robust and intuitive, easier and simpler to use, it includes a new navigation mode and real-time analyzes (embedded BI). Focused on simplifying the entry and retrieval of information, it is particularly suited to user self-service functionalities. It is the interface automatically proposed when you connect to the application with a tablet or a smartphone, but it is also the interface to favor for beginners and all occasional users; the screens of the classic interface remain dedicated to expert users, likely to use all of the solution's features and options.

3. Conditions for a successful implementation

In order to effectively implement the Fluid UI, the first point is to conduct a business analysis to determine the business processes for which the expected benefits are greatest in terms of user comfort and productivity. As an example, we often cite the management of expense reports, the recording of time spent, approvals and project management. Once the business priorities have been set, it is then a question of recovering the most up-to-date corresponding standard functionalities (via CFO tools and Selective Adoption), then, if necessary, making the necessary customizations of these components. It is also possible to convert existing specific developments to the Fluid UI, by introducing a simplification logic and the addition of real-time analyzes. In all cases, PeopleSoft developers should be trained in Fluid UI development techniques. It should be noted that companies using a version prior to 9.2 can also benefit from the advantages of Fluid UI, provided they are at least at PeopleTools 8.54 level. In a context of deployment of the application via mobile access, it is advisable to subscribe to the company's strategy relating to this subject and possibly to complete it. A final point of attention, in addition to the classic phases of testing, training and user support, concerns the verification of minimum versions of internet browser.

Eric, PeopleSoft Expert


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