oracle premier support – creating customer value

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<Insert Picture Here> Oracle Premier Support – Creating Customer Value Helmut Weymann Global Customer Advocacy [email protected]

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Page 1: Oracle Premier Support – Creating Customer Value

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Oracle Premier Support – Creating Customer ValueHelmut WeymannGlobal Customer [email protected]

Page 2: Oracle Premier Support – Creating Customer Value

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Page 3: Oracle Premier Support – Creating Customer Value

Agenda • Transforming Oracle Support

• Maintaining System Stability• My Oracle Support Portal

• My Oracle Support Configuration Manager

• My Oracle Support Community

• Support and Diagnostic Tools

• Lifetime Support

• Support Resources

• Best Practices for Reactive Issues

Page 4: Oracle Premier Support – Creating Customer Value

Critical IT Priorities

Source: IDG Research Group, October 2008

1 Maintaining systems security2 Reducing costs3 Improving system performance4 Increasing or maintaining uptime/availability5 Increasing internal customer satisfaction

Worldwide Customer Survey

Page 5: Oracle Premier Support – Creating Customer Value

“The types of services that are most helpful in obtaining operational

excellence are those that affect overall cost including: quality of an

implementation and guidance to improve efficiency of operations.”

CIO Magazine, November 2008

Services Drive Down IT Costs

Page 6: Oracle Premier Support – Creating Customer Value

Oracle Support Priorities

• Minimize system disruption through:

• Problem Avoidance• resolving configuration and data issues that would

cause processes to fail

• Self Service Resolution• resolving problems without the need to contact Oracle

Support

• Reduction in Resolution Time• minimizing the time spent to resolve an issue

Page 7: Oracle Premier Support – Creating Customer Value

• System goes down

• You call Support

• You wait for Support to call back

• Support calls you back

• You download and install a patch

• System is eventually recovered

Reactive

Proactive

Predictive

• Support notifies you of the latest patches

• You figure out which patches apply to your system

• You download the new patches

• You install the new patches

• System outage is averted some of the time

• Specific software defect is identified

• You are automatically notified of the potential problem & impact

• You’re offered a remedy

• You implement the recommended remedy

• System outage is averted most of the time

Which support model would you rather have?

Support Maturity ModelSimplifying Complexity

Transforming the User Experience

Page 8: Oracle Premier Support – Creating Customer Value

8

Next Generation Support Platform

SupportCommunities

Configuration Management

Support Innovations – My Oracle Support

Integration (AIA)

Personalized Knowledge

Personalized Knowledge

Easy to NavigateEasy to Navigate

Faster and More Efficient

Faster and More Efficient

Predictive/Proactive Support Advice

Predictive/Proactive Support Advice

Faster Problem Resolution

Faster Problem Resolution

Improved Systems Stability

Improved Systems Stability

Real-Time CollaborationReal-Time

Collaboration

Web 2.0 Technologies

Web 2.0 Technologies

Extensive Expert Network

Extensive Expert Network

Page 9: Oracle Premier Support – Creating Customer Value

My Oracle Support

(https://support.oracle.com/)

Page 10: Oracle Premier Support – Creating Customer Value

Main Dashboard – Region Personalization & Options

Setting Region Display Attributes The pencil icon (available on most regions) allows you to specify what content is displayed in a region. For instance, in the Service Request region, you can modify the title,

number of items displayed, filter by created by me, and filter by support identifier.

Edit

• Minimize or Maximize regions• Expand Region to full screen

Displaying tabular information, you can sort information by any column, as well as change the width of columns. Some regions

also provide the option of selecting which columns are displayed as well as allowing you to copy the content of a region to the

system clipboard.

Drag and Drop

Page 11: Oracle Premier Support – Creating Customer Value

Getting Started

Quick access to Tips and Tricks. Many customizable drop-in regions

Page 12: Oracle Premier Support – Creating Customer Value

Monitor System Health

Graphical view of system health & critical patchesbased on your environmentGraphical view of system health & critical patchesbased on your environment

Page 13: Oracle Premier Support – Creating Customer Value

Manage System Inventory

Graphical view of system inventory.

Page 14: Oracle Premier Support – Creating Customer Value

Review System Information

Systems prioritized based on which system configurations have critical issues needing attention

Page 15: Oracle Premier Support – Creating Customer Value

Personalized Knowledge

Targeted knowledge based on your specific system configurations

Page 16: Oracle Premier Support – Creating Customer Value

Latest Information

Latest breaking news

Page 17: Oracle Premier Support – Creating Customer Value

Manage Service Requests

Personalized view of your service requests based on what you need to do today

Page 18: Oracle Premier Support – Creating Customer Value

Monitor Projects

Manage your projects at a glance

Page 19: Oracle Premier Support – Creating Customer Value

Patch Planning

Identify and review patches specific to your environment

Page 20: Oracle Premier Support – Creating Customer Value

Explore Available Knowledge

See document id 603505.1 for additional information on Knowledge Home and Searching

Page 21: Oracle Premier Support – Creating Customer Value

My Oracle Support Configuration Manager

A Support capability that automates configuration information exchange between Oracle and our customers enabling faster resolution and proactive detection of issues that our customers might encounter. My Oracle Support utilizes core configuration management capabilities available from Oracle Enterprise Manager and provides:

• The ability to define configurations and organize projects• A view of System details and changes• Create, track, and status Service Requests• Advanced Knowledge Management capabilities• Proactive problem avoidance with HealthChecks• Proactive Product and Security Alerts• Service Request Priority Handling

• (Pilot Program Database, PFST, Siebel, FMW, and EBS.)

Page 22: Oracle Premier Support – Creating Customer Value

Getting the most out of My Oracle Support

Page 23: Oracle Premier Support – Creating Customer Value

Change Management with My Oracle Support

Manage software upgrades with My Oracle Support for easier and smoother upgrades

PrepareUpgrade

ExecuteUpgrade

Optimize SystemHealth

Track SR’s for each phase using Upgrade ProjectView previous known stable configuration using Prior SnapshotView all changes that happened on any day in a selected timeframe using Change HistoryTrack changes daily with automated configuration uploadsView proactive Security and General Alerts specific to your configurationsOptimize configuration performance with HealthChecks

• Centralize configurations

• Patch management and advice on patches to be applied before executing an upgrade

• Track configuration changes and service requests created with upgrade project

• Maintain configurations at optimum performance using HealthChecks and proactive alerts to prevent problems

• New HealthChecks are continuously added based on Oracle best practices

Install Oracle Configuration Manager for automatic configuration discovery, collection, and upload View detailed configurations showing patch recommendations and proactive alertsCreate an Upgrade Project to associate configurations and related service requests to the Upgrade project.

Page 24: Oracle Premier Support – Creating Customer Value

My Oracle Support Community

Engage Best Practices via collaborative support environment

Page 25: Oracle Premier Support – Creating Customer Value

My Oracle Support Community

Recent content (discussions, documents, etc.)Can be accessed via the Community Tab or directly through http://communities.oracle.com

Page 26: Oracle Premier Support – Creating Customer Value

Support and Diagnostic Tools

• 10g and 11g Upgrade Companion• Remote Diagnostic Agent (RDA)• 300+ DBA Script Library• ORA-600/7445 Lookup Tool• Performance Tuning Tools (Linux and Unix only)• SQL Tuning Scripts

• Maintenance Wizard• EBusiness Diagnostic Support Pack• R12 Ebusiness Information Center

• Upgrade Wizard• Application Deployment Manager• Script Checker Utility

Page 27: Oracle Premier Support – Creating Customer Value

Support and Diagnostic Tools

• Change Assistant• Support Assistant• Performance Monitor

• Change Assistant• Change Impact Analyzer• Performance Monitor

• Support Assistant• Net Change Analyzer

Page 28: Oracle Premier Support – Creating Customer Value

World-Class Self-Diagnostics Embedded in Products and Integrated with Support

HealthMonitoring

11g Health Monitor

First FailureCapture

Auto Service RequestCreation

11g Fault Diagnosability

CriticalError

OracleSupport

Enterprise Manager Support

Workbench

My Oracle Support

Monitor Detect Diagnose Resolve

Page 29: Oracle Premier Support – Creating Customer Value

Oracle’s Lifetime Support PolicyYour Investment Protected For Life

FROM 5 YEARS TO FOREVER

0 1 2 3 4 5 6 7 8 9 10

SustainingSupport

ExtendedSupport

PremierSupport

Unlimited

Page 30: Oracle Premier Support – Creating Customer Value

Lifetime Support Policy DeliverablesFeature Premier

SupportExtended Support

Sustaining Support

Major Product and Technology ReleasesMajor Product and Technology Releases

Technical SupportTechnical Support

Access to Knowledge BaseAccess to Knowledge Base

Updates, Fixes, Security Alerts and Critical Patch Updates, Fixes, Security Alerts and Critical Patch UpdatesUpdates

Pre-existing OnlyPre-existing Only

Tax, Legal and Regulatory UpdatesTax, Legal and Regulatory Updates NoNo

Upgrade ScriptsUpgrade Scripts NoNo

Certification with existing Third Party Certification with existing Third Party Products/VersionsProducts/Versions

NoNo

Certification with New Third Party Certification with New Third Party Products/VersionsProducts/Versions

NoNo NoNo

Certification with new Oracle ProductsCertification with new Oracle Products NoNo

http://www.oracle.com/support/lifetime-support-policy.html

Page 31: Oracle Premier Support – Creating Customer Value

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Additional Support Resources

Page 32: Oracle Premier Support – Creating Customer Value

Product Information Centers

• One Stop Shop for specific Release information• Upgrade Tools and Tips• Critical Patch Updates• Announcements• Localizations

• EBS• PSFT• JDE• Siebel• Fusion Middleware• Database

Page 33: Oracle Premier Support – Creating Customer Value

Customer Success Self-AssessmentGet more value out of your Oracle investment

• 10-15min Complementary Online Survey on 5 Domains

• Strategy• Process• Technology• People• Governance

• Receive Personalized Benchmark Study• Compares results to peers• Provides advice on 25 good practice areas• Recommends actions to improve practices• Highlights Oracle services to assist in practice

improvements• Navigate Oracle’s Customer Services

Catalog • Complete portfolio of services across the

solution lifecycle (ITIL) on oracle.com

Oracle Customer Success Assessment

www.oracle.com/goto/customersuccess

Page 34: Oracle Premier Support – Creating Customer Value

Oracle Customer Services CatalogComplete portfolio of services covering the entire solution lifecycle

• Developed to assist customers in:• Reducing total cost of ownership• Lowering risk• Improving business value

• Dynamic filtering and navigation to your required services:

• ITIL Phase• Oracle Line of Business• Alphabetical

• Summary descriptions of all support services:

• Click through to further detail

www.oracle.com/goto/servicescatalog

Page 35: Oracle Premier Support – Creating Customer Value

Transfer of Information (TOIs)

• TOI New Features online Training • Available to Oracle Supported

customers at product release.• These online courses provide

release-specific product knowledge that enables your functional and technical teams to plan, implement/upgrade and support Oracle Applications and Technology products effectively and efficiently.

• Available for:• Agile,

Application Integration Architecture (AIA), CRM On Demand, Demantra, Hyperion Performance Management, JD Edwards EnterpriseOne, JD Edwards World, Oracle E-Business Suite, Oracle Healthcare, Oracle Life Sciences, Oracle Retail, Oracle Transportation Management (OTM), Oracle Workforce Scheduling, PeopleSoft Enterprise, Social CRM, and Siebel.

• Document id 605155.1

Page 36: Oracle Premier Support – Creating Customer Value

Community Resources in Web 2.0Connecting People to People not just People to a Portal

• My Oracle Support, Communities• OTN Forums • Oracle Wiki• Oracle Blogs• Oracle Podcasts• Oracle Newsletters• Oracle Mix• AskTom• OracleCommunity.net• UserGroups

• Knowledge Base, Conf. Paper Archives, Forums, WebEvents, CABs, SIG’s, RUG’s and ER Voting System

(Slide contains live links to the above sites)

Page 37: Oracle Premier Support – Creating Customer Value

Support Newsletters• Support Newsletters enhance the

service experience with Oracle Support by proactively providing valuable information.• News• Technical Content• Technical Updates

• Focuses on specific product areas• View current newsletters through

document id 222.1• Subscriptions can be received via

email, subscribe through www.oracle.com/goto/subscribe

Page 38: Oracle Premier Support – Creating Customer Value

Oracle Support Services

http://www.oracle.com/support

Page 39: Oracle Premier Support – Creating Customer Value

Best PracticesFor

Reactive Issues

Page 40: Oracle Premier Support – Creating Customer Value

Service Request Severity Definitions

Severity Level 4

Severity Level 3

Severity Level 2

Severity Level 1

No Business Impact

Minor Business Impact

Serious Business Impact

Critical Business Impact

No loss of service or resources

Minor loss of service or resources

Severe loss of service or resources w/o acceptable workaround

Complete loss of service or resources and work cannot reasonably continue - the work is considered “mission critical”

Page 41: Oracle Premier Support – Creating Customer Value

When you have an issue…• First, search the knowledge base for a possible solution

• Log your Service Request through My Oracle Support

• Provide as much detail as possible when logging your Service Request including:• Product and version (e.g. V6.0.2.2 instead of V6)• Database and version• Client Operating System• Environment where the problem is occurring (e.g. Development,

Production, Test)• Product Area (e.g. Assignment Manager, Installation,

Configuration, etc)• Relevant error numbers, if any, and text exactly as it appears.

Page 42: Oracle Premier Support – Creating Customer Value

Additionally include… • A complete description of the issue:

• Include as many details as possible• Include a detailed history of the environment and

any changes• Is the issue reproducible• Detailed replication steps• Troubleshooting steps• Did you try any suggested solutions – document

these as well along with their results• Attach any supporting documents – log files, trace

files, screen shots

Page 43: Oracle Premier Support – Creating Customer Value

Other considerations…• Help us understand your environment!

• The data, software, and hardware configurations, patch combinations, and integration points are different for every customer.

• Ensure that the business impact of the issue is well understood• How is the issue impacting your business?• What is the financial impact on your company?• Include details to back up the requested Severity.• The more you can quantify the impact the more leverage

support has to ensure the issue is worked appropriately!

• Verify that the Severity Level is set appropriately and represents the business impact of your issue

Page 44: Oracle Premier Support – Creating Customer Value

When Working a Service Request…• Documentation is essential

• Answer all questions the support engineer is asking• Ensure there is an action plan after each update and define who

owns each action• Minimize SR ‘tag’ or ‘pinging’ by ensuring you provide what is

requested or an explanation of why it was not provided.• Request phone calls where appropriate• Request Collaborative Support sessions as appropriate

(OWC).• Test in the standard environments.• Monitor changes in SR status and severity.• Communicate when a change in severity becomes

necessary.• Escalate concerns via the escalation process.

Page 45: Oracle Premier Support – Creating Customer Value

• Asking to increase the Severity of your Service Request is

NOT an escalation.

• Escalating an issue means bringing Oracle Support

Management attention to your Service Request.

• Escalating your Service Request will provide a direct, 2-way

dialogue with a Manager in Support.

• Severity increases can be discussed during this dialogue.

Escalations Defined

Page 46: Oracle Premier Support – Creating Customer Value

Support Representative

Manager /Escalation Manager

Senior Manager or Director

V.P. or Executive

Customer

Call US: 800 223 1711Other Global Support Hot Lines:

http://www.oracle.com/support/contact.html

Escalation Process

Page 47: Oracle Premier Support – Creating Customer Value

Support Education

• Oracle University• Oracle By Example

• Hundreds of step-by-step Tutorials• Server Tech and BI only*

• Oracle Events• Regional• Webcasts – all archived and downloadable

• Advisor Webcasts• My Oracle Support schedule and archived for replay• PSFT/JDE• Oracle – Tech, FMW & EBus

Page 48: Oracle Premier Support – Creating Customer Value

Support Best Practices

• Advisor Webcasts• Oracle My Oracle Support• My Oracle Support Configuration Manager*• Introduction to My Oracle Support• Working Effectively with Support• Critical Issue Handling and Escalations• Premier Support and Lifecycle Management• Advanced Support Best Practices• Diagnostics for EBusiness Suite• DBA Tools and Diagnostics• PSFT/JDE Change Assistant and more

Page 49: Oracle Premier Support – Creating Customer Value

Customer Support Education

• Delivery Options:• One-on-One Customer meetings and Webcasts• Support Webcasts – targeting a core Customer audience• Regularly scheduled free Advisor Webcasts• Regional Support Education Workshops• User Groups, SIGs, RUGs, etc.

• Contact us: • EMEA: [email protected]• APAC: [email protected]• North America: [email protected]• Latin America: [email protected]

Page 50: Oracle Premier Support – Creating Customer Value

Are You Getting the Most Value from Oracle Support?

Have you used diagnostic framework?Do you upload your configurations?Do you use My Oracle Support?

Do you use healthchecks, patch advice or knowledge base?Do you use the enhanced SR workflow?Are you using powerview to drive a more personalized, relevant experience?

Are you using Oracle support communities to quickly find information?Are you using the supportability tools to troubleshoot or test systems proactively?Are you sending your staff to Oracle Customer Services Days?Do you participate in Advisor Webcasts, hosted by Oracle Support and product experts?

NoYes

Page 51: Oracle Premier Support – Creating Customer Value

Get Started Todaysupport.oracle.com

• Login in to My Oracle Support• Download My Oracle Support’s configuration

manager collector • Join the My Oracle Support Community