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w a t i t i s . u w a t e r l o o . c a@ w a t i t i s c o n f

QUEST MOBILE –PROJECT OVERVIEW

Nancy Pa r i ag , RO, Reco rds Ana lys t

Ja son Trodd , GreyHe l l e r, En t e rp r i se Arch i t ec t

Adam Wlad , IST, In fo rma t ion Sys t ems Spec i a l i s t

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WHO IS GREYHELLER?

Nearly 200 years of PeopleSoft engineering experience

~100 customers; 20+ Mobile Implementations

Oracle PeopleSoft Customer Advisory Board

PeopleSoft beta test partner: PeopleTools 8.54

IBM reseller agreement

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SOFTWARE SOLUTIONS

PeopleMobile Responsive design

Single code version: iOS; Android; Blackberry; Windows 7

Highly secure

ERP Firewall

Version Control

Single Signon

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CUSTOMERS - COMMERCIAL

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CUSTOMERS – HIGHER EDUCATION

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PEOPLEMOBILE

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PEOPLEMOBILE

PC Access

Pe

opleS

oft W

eb

Se

rver PeopleMobile

PeopleM

obile Plug-

in

Mobile Access

PeopleSoftApplicationDatabase

User Interface

Transaction Data Retrieval

PromptingLogic

Transaction Validation

Data Processing

Permissions

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PEOPLEMOBILE

PeopleSoft Application Server

Database Server

PeopleSoftWeb Server PeopleMobile Plug-in with Developer Studio

ApplicationData

Transformation Overriding Settings

Page/Field Overrides(metadata)

Script Injection

Page Add-ons(metadata)

PeopleTools Objects

(metadata)

Base HTML Transform

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WHAT IS QUEST MOBILE?

• A new student interface to Quest that launched in mid-November, 2014

• This new interface simplifies and modernizes existing functionality for usage on smartphones and tablets

• Android, Apple, and Blackberry-based mobile devices are supported

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WHAT ARE THE BENEFITS FOR STUDENTS?• Students can easily perform core Quest functionality on

personal mobile devices in a secure manner

• 47 pages have been mobilized, providing the ability to:

view grades, class schedules

add, drop, and swap classes

view and update CEL exam center information

search for classes

view and update personal information

upload citizenship documentation

view program and advisor information

register for a GO pass

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WHAT IS THE IMPACT ON STUDENTS?• Students will automatically receive the mobile

rendering using the existing Quest URL when accessing Quest on a mobile device

• A student’s Quest Mobile session will expire after 10 minutes of inactivity – to reduce the risk of unauthorized access on a lost or stolen device

• The Quest full site version will also be accessible via the “Full site” link on the Quest Mobile login page

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WHAT IS THE IMPACT ON EVERYONE ELSE?

• The initial phase has been focused on the student experience

• Others (such as applicants, alumni, and faculty) will receive this message upon login

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LOGIN PAGE

Simplification – Less Text!

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HOMEPAGE

Modernized UI – Highly Used Pages Readily Accessible

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TERM SELECTION

Simplification – 2 UI Elements Become 1

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SEARCH FOR CLASSES

Simplification – 3 UI Elements Become 1

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EASE OF USE

Device relevant UI elements

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SAMPLE QUEST MOBILE PAGES

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NAVIGATION

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BREADCRUMBS

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GRADES

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SEARCH FOR CLASSES

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CLASS DETAILS

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ADD CLASSES

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GO PASS

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TIMELINE

• 6 ½ months from the initial and production installs(Apr 23rd and Nov 13 th)

• Activities included:Testing of the initial rendering

Multiple integrated tests

Executing the communication plan

Soliciting student tester feedback

Responding to feedback and retesting

Staggered rollout – installed and accessible on the 13 th for student testers; accessible to all students on Nov 19 th

Additional testing for upgrade and decustomization projects that went live on Dec. 1st

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TESTING

• Initial testing or “Fit/Gap”Comparison of desktop and mobile renderings to ensure all data elements were presentExisting test scripts guided this effortDesktop Chrome browser used to emulate mobile devicesAll pages tested on cellphone and tablet form factors

• Result of initial testing:Test scripts were updated to reflect differencesThese updated scripts were used for integrated testing

• a complete test of all 47 pages

Enhancement and fix requests to reduce/rearrange UI elements or to adjust formattingScope expanded to include additional pages – like Citizenship Document Upload, GO Pass and the Advisor and Program pages

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STUDENT TESTERS

• A combination of 15 grad and undergrad students from across various faculties

• 1 week of directed testingStudents were supplied with a test script to ensure all pages were covered

• Feedback was also collected

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STUDENT TESTER FEEDBACK

• Very simple, easy. Any student should be able to use it with ease.

• I like the black and gold.

• Can’t wait to start using this!

• Great! Much better than fighting with the desktop version of Quest on my phone.

• Easier to use than Learn Mobile.

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OUR RESPONSE

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STUDENT TESTER FEEDBACK

• Change ‘Go’ button to something more intuitive.

• Icons that are most important/most used should be at the top.

• Change GO to menu or navigate.

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OUR RESPONSE

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BEFORE AND AFTER FEEDBACK

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STUDENT TESTER FEEDBACK

• I think students will use this very often, especially if it becomes an app.

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OUR RESPONSE

I used a mobile app once. It was awful!!

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STAKEHOLDERS

• People or Units Directly/Indirectly Impacted

RO, GSO, Finance, Student Awards

Applicants, alumni, and staff

Students (as users and testers)

Student Success Office, FEDS, GSA

Faculty associate deans and faculty computing departments

MSC (Marketing and Strategic Communications)

CHIP, IST developers in Enterprise Systems

SIS, HR, and IST Management

GreyHeller

• Committees

UCIST (University Committee on Information Systems & Technology)

STAC (Student Technology Advisory Committee)

CTSC (Computing Technology and Services Committee)

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COMMUNICATION – PRESENTATIONS

• September15th –

• Student Success Office – Nancy and Adam• Undergraduate Admissions Forum - Dorothy

17th –• HR Management – Nancy and Adam

25th –• SIS Management - Nancy and Adam

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COMMUNICATION – PRESENTATIONS

• October7th –

• RO Management – Nancy

20th –• Science Faculty Council – Nancy

31st –• RO Jumpstart – Nancy• AHS Faculty Meeting – Nancy• GSO staff – Tracey

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COMMUNICATION – PRESENTATIONS

• November3 rd –

• Environment – Nancy

7 th –• UCIST – Nancy and Adam

13 th –• Training – Nancy

17 th –• Training – Nancy• Graduate Student Relations Committee – Tracey

18 th –• Training – Nancy• Math Faculty Council – Nancy• Graduate Operations Committee – Tracey

19 th – • Undergraduate Operations - Nancy

27 th

• CTSC – Nancy and Adam

28 th – • Arts Associate Dean – Nancy

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LESSONS LEARNED

• Executing the communication plan requires a lot of coordination and preparation

Key messages simplified communication and ensured a common message across campus

• Most of the implementation effort was about improving the usability of the mobile rendering

• Custom pages require more attention• GreyHeller is very responsive to work with and has amazing

UI engineers• There is an unawareness of what is available in Quest

Searching for a Monday class

Future dated addresses

Emergency contacts

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CHALLENGES

• Personal devices were used for testingHard to find representative devices of various form factors and operating systems

• Campus WiFi is extremely poor in some administrative areas

• NavigationWaterloo’s customization impacted mobile testing

• Parallel Quest projectsBundle upgrade

Decustomization of Student Center

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QUESTIONS

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