Redefining Engagement

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Redefining Engagement Quest International Users Group 2014 Annual Report


2013-2014 President Letter As President of the Quest Board of Directors, I wanted to make sure Quest was growing with a purpose, not just growing for the sake of growth. To provide some guidance and structure, a goal was created to double the amount of engaged customers within Quest by 2016. This is the basis for everything Quest is doing currently and everything you will see Quest do in the next two years. Time and time again, studies have shown that customers are more satisfied with their Oracle product when involved in a user group. An increase in engagement for our PeopleSoft and JD Edwards community creates a better Oracle product, improved results and therefore an increase in overall satisfaction. Engagement in Quest = greater satisfaction with Oracle investments which means you are getting greater ROI on your Oracle product when you and your company leverage user group activities. The more members that join the community, the more beneficial and vibrant it is in terms of networking opportunities, best practice sharing, and the gathering of the collective voice to influence product direction – a key element to sustaining satisfaction. With a larger, more vibrant community, members also receive increased support from Oracle and business partners. For them, a more engaged, invested community means retained customers and increased development of the products. For everyone, a more engaged, vibrant community means enhanced services from Quest, as our objective is to generate a dividend in the form of improved services to our members. The Quest Board is committed to fulfilling this mission and achieving these objectives by investing time, money and effort towards this initiative:

2013-2014 Board of Directors President Patrick Kys, Lafarge Americas Executive Vice President Kevin Touchette, Washington Corporations Treasurer James Watson, Energy Alloys, LLC At-Large Officer David Lyle, Carolina Biological Supply At-Large Officer Jim Whalen , Boston Properties Immediate Past President Jeff West , Questar Past President Michael Whitmer, Advantage Resourcing & Staffmark DIRECTORS Sue Duggins, Yum! Brands, Inc. Rich Harvey, Packaging Corporation of America Scott Keener, W.L. Gore & Associates, Inc. Wendy Plante, NYU Langone Medical Center Rebecca Vilsack, University of Central Florida Jonathan Vaughn, Executive Director

We have made significant investments in technology, to help us tailor messages and content to what each customer wants so you don’t have to wade through irrelevant messages (currently in implementation phase). Added staff to support Online Learning, website usability/content and users groups so that you can get the content and networking you want on your schedule. Invested in enhanced website support so that you can find the content and people you need when you need them. What does this mean for you? Take a look at the image to the right and see which resources you are using. Then, take a look through this report to see how we are aligning our services and education to fit your needs and increase your community’s engagement. To find out what the Quest community has to offer your company, contact the Quest membership team for a personalized needs analysis. They will show you how to get the most out of the resources available in order for you to make the best use of your products. Thank you for a great year and I can’t wait to celebrate a more engaged community with you in 2016.

Patrick Kys

This year wouldn’t be possible without the following groups. thank you for serving the quest community: Quest Ambassadors Quest User Group Leaders Quest Vendor Partners Quest Distinguished Service Award Winners Oracle Employees


Attend the Executive Forum Packaged Content

Present at an Event

Special Interest Group Membership

Present Online Learning Session

Enhancement Participation

Q&A Magazine

Forums Weekly Download

User Group Leadership

Attend Online Learning Series

Quest Subscriber

Bring New Member Oracle Online Roadmaps

OnDemand Education Sessions

Regional User Group Participation

Become an Ambassador

InfoCenters Quest Board Leadership

Specialty Newsletters Quest Membership

Advisory Board

We are measuring the engagement of our community based on four main tenets: Event attendance Online Learning registrations Individual, Corporate and Enterprise Membership Active SIG Membership/Participation On average, each engaged company has four engaged users participating seven ways.

How can you get more engaged with Quest?


GOOD Here are a few ways you may begin experiencing the vast resources available to you through Quest. Q&A Magazine - The official magazine of the Quest International Users Group (digital format, printed for events) THE MAGAZINE OF QUEST INTERNATIONAL USERS GROUP

New format for 2014 - The magazine focuses on each Quest face-to-face event: COLLABORATE issue, PeopleSoft RECONNECT issue, JD Edwards INFOCUS issue, Oracle Open World issue 2013-2014 saw more than 2,000 unique readers, 20 average page-views per reader. This is an increase from the 1,000 unique readers and 16 average page-views from 2012-2013. ORAcLE OPENwORLd Special edition 2013 We’ll help you connect, learn and laugh at Oracle OpenWorld! Getting ready to upgrade? Check out our Q&A on page 4.

Weekly Download - The official weekly newsletter of Quest International Users Group PeopleSoft only, JD Edwards only and both versions

Hottest articles from 2013-2014: 1 8 Leadership Attributes that Make Employees Go The Extra Mile

Receive this newsletter weekly and find: Quest news, Oracle-exclusive content, upgrades content, online and in-person education opportunities, and more! To become a subscriber of the Weekly Download, we need your name, email address, company and product.

2 The Stress of Being A Computer Programmer Is Literally Driving Many of Them Crazy 3 Townhall – JD Edwards EnterpriseOne 4 Townhall – PeopleSoft

Oracle Online Roadmaps After each event, Oracle hosts an online public townhall to address all announcements made at the event and showcase the product roadmap. In 2013-2014, we hosted: Post-COLLABORATE PeopleSoft Townhall Post-COLLABORATE JD Edwards EnterpriseOne Townhall Post-Oracle OpenWorld PeopleSoft Townhall Post-Oracle OpenWorld JD Edwards Townhall


BETTER Subscriber benefits include tailored Quest communications, access to website resources and the ability to become a Special Interest Group member.

Special Interest Groups (SIG) SIG support, SIG networking and SIG meetings are a huge focus for Quest. In 2013-2014, Quest realigned staff so that there is a PeopleSoft SIG staff member in Christina Yue and a dedicated JD Edwards SIG staff member in Dave Bailey.

Almost 4,000 active SIG members SIGs work with Oracle to request bug fixes and enhancement requests for future releases. JD Edwards has a long history with enhancement requests. This well-oiled process has resulted in the following for 2013-2014: Over 400 enhancements from this year are eligible for inclusion in the next JD Edwards release. While the PeopleSoft enhancement request process is new to Quest, bug fixes through SIG conversations are ongoing. PeopleSoft Enhancements Available to Review . . . . 54

Regional Users Groups Quest is currently affiliated with 27 regional users groups worldwide! We provide marketing, education and logistic support for our affiliated RUGs.

Quest online community 9,473 total customer companies from 95 countries 4,981 people attended an Online Learning Series registered in 2013-2014. Up from the 2,239 that attended in 2012-2013 Online Learning series participants that did not attend a face-to-face event = 80% This shows the full reach and value of Quest-provided education options, beyond Quest face-to-face events.


BEST Make the best use of your product by getting involved in face-to-face events, membership, Advisory Boards and more!

JD Edwards customers are more successful when they are fully engaged with Quest.

– Lyle Ekdahl, Senior Vice President Oracle JD Edwards Membership: Dedicated team of four on the membership team to support members. They focus is on helping members find what they need within the many Quest resources and events. New for 2013-2014 - Provided PeopleSoft and JD Edwards users a personalized needs assessment. They review individual company’s needs and find solutions to meet those needs. Whether around an upgrade, staff turnover, etc., the membership team will help find and recommend next steps.

Benefits of Membership (All resources available to paid members)

Unrestricted access to Online Learning:

Recorded Conference Sessions

Online Learning Series

File Library

OnDemand Library

Significant discounts on Quest event registrations: COLLABORATE

PeopleSoft RECONNECT

JD Edwards INFOCUS

Info Center

in the PeopleSoft ecosystem by

Access to Special Interest Groups and Enhancement Request Tools

The Quest International Users

Group plays an important role facilitating the collaboration and exchange of information between

our customers.

– Paco Aubrejuan, Senior Vice President Oracle PeopleSoft

Access to vetted content around HCM, Finance, Technology and Upgrades

Forums and Blogs Access to Regional User Groups Q&A Magazine Newsletters Solution and Service Provider Directory

4,362 paid customers 760 paid customer companies


EVENTS Community Trend: Functional users have more ownership of product and need specific information. To meet that need we added additional content specific for that audience at our face-to-face events. For 2014: We see a trend in more responsibility falling on newer employees with the later generations leaving the workplace. In response, we are exploring adding more professional development opportunities to help those employees step up their game.

RECONNECT 13 Key Facts: Total education sessions: . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152 Customer attendees: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357 Attendee Satisfaction Rating, on a 5-point scale: . . . . . . . . 4.2 SIG meetings onsite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 RC13 total education sessions . . . . . . . . . . . . . . . . . . . . . . . 152

New this year was a focus on financial functional content and breaking out the content between technical, functional and “techno-functional” users. Next year we plan to add more HCM content and continue the increase in financial functional education.

App-to-all sessions

8

SRM sessions

10

COLLABORATE 14 Key Facts

Tools and Tech sessions

20

20

SCM sessions

30

HCM sessions

30

Attendee total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2,370

Finance sessions

Companies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 550+ New attendees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 553, 44% Customer breakdown JD Edwards EnterpriseOne . . . . . . . . 885 JD Edwards World . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167 C14 PeopleSoft customers . . . . . . . . . . . . . . . . . . . . . . . . . . . 575 SIG Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

INFOCUS 13 Key Facts:

Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 515

Total education sessions total . . . . . . . . . . . . . . . . . . . . . . . . 214

Companies presented . . . . . . . . . . . . . . . . . . . . . . . . . . . 308

Customer attendees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386

New presenters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

Attendee Satisfaction, oN a 5-point scale . . . . . . . . . . . . . . . . 4.2

PeopleSoft sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

SIG meetings onsite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

JD Edwards World . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Total education sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

JD Edwards EnterpriseOne sessions . . . . . . . . . . . . . . . . . . . 146 Fusion session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

9

SCM sessions

68

App–to-all sessions

JD Edwards Applicable to All sessions . . . . . . . . . . . . . . . . . . 80 Executive Forum: (registered attendees) . . . . . . . . . . . . . . . . 151 Quest Board of Directors and staff met with 40+ Oracle

Tools and Tech sessions

57

executives 235 exhibiting companies, 88 from Quest International Users Group

Finance sessions

18

8

HCM sessions


The deep-dive event for PeopleSoft users. Education focuses on both industry and pillar with content divided between the functional and the technical user.

The deep-dive event for the JD Edwards EnterpriseOne and JD Edwards World user. Education focuses on modules, including manufacturing & distribution and a special Real Estate track. This event was made for both the technical and the functional user.

Upcoming Events: PeopleSoft RECONNECT July 22-24, 2014 Rosemont, Illinois Hyatt Regency O’Hare JD Edwards INFOCUS August 18-19, 2014 Melbourne, Australia JD Edwards INFOCUS December 2-4, 2014 Denver, Colorado Sheraton Downtown

COLLABORATE is where you hear all the big Oracle announcements and industry news; the only global user-led conference focusing on the Oracle ecosystem at the macro level. This is the only conference where you can get education focused on JD Edwards, PeopleSoft and Oracle Edge products like Seibel and Hyperion. Content is available for the functional user, the technical user, the “technical/functional user” and the C-level user.

Online Learning Series Schedule July: Open Enrollment and Benefits Series July: Functional Financials Series July: Oracle Cloud and Fusion Series July: Supply Chain August: Tools and Technology Series September: Upgrades Series September: BI Shootout October: Mobility Series/Shootout November: Financials Series December: The WorldSeries

COLLABORATE 15 April 12-16, 2015 Las Vegas, Nevada The Mandalay Bay Convention Center


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