Automated Accountants: Personal Assistant Technology

Digital Assistants use context and intelligence to provide a natural interface which increases engagement in enterprise cloud applications.

robot-accountantIn my house, Alexa (aka Amazon Echo) is part of the family.  My young children check the weather whilst eating their breakfast, see how their favorite sports teams are doing, get some jokes, movie times and anything that pops into their head they will just “Ask Alexa”.  They also have a lot of fun seeing how Apple’s Siri and Alexa answer the same questions and which works better for what.  Observing these interactions and interacting myself has been a very good hands on research exercise and I have been thinking for a while of enterprise applications.

We can use personal assistant technology bots to use context and intelligence to provide a natural interface and increase participation in our cloud applications.We can increase participation on two groups of users

  • Casual Users
    • They have infrequent and limited interactions with the applications and do not have the time, or the training and familiarity with the capabilities to participate effectively.  They don’t know what information they can get, never mind how to get it.
  • Power Users
    • For these users it is about reducing the time it takes to do highly repetitive or UI intensive tasks.  This is like me at home getting sports scores or weather from Amazon Echo, I could easily look it up on my phone but it is easier to just say “Alexa, weather” whilst I am pouring my coffee.

I put together a team to enter a hackothon by our UX innovation team last month and we tried to focus on the former use case.  A high level manager who is very busy, runs a team of 50-100 people and manages to budgets but does not have a secretary.  We imagined her wanting to know details of budgets and implemented three flows

  1. Inquiry on remaining budget
  2. Details of who spent a budget on what
  3. Transfer funds from one budget to another (say from travel to computer hardware)

We spent a lot of time trying to make the interactions as natural as possible, so getting the natural language trained correctly was key and we also wanted to use Amazon Echo, IM and SMS messages to interact with the live data in an ERP Cloud environment.

It was a great experience and we learned a lot technically. but probably more of a revelation was the different design strategy for these types of interaction.  The other teams also did some amazing things(read the event review here) so we were pleased to pick up third place overall and the People’s Choice Award (voted on by all the participants).

I fully expect Automated Personal Assistants to be a key interaction model for Enterprise applications going forward, just as we are seeing them start to take off in the consumer space.   Exciting times.

Socializing the Finance Department

I have been doing a presentation called ‘Socializing  the Finance Department‘ within Oracle and to our customers and partners for over a year.  It is a way to explain the business benefit of Oracle Social Network being part of the applications platform in our ERP Cloud service and I am finally getting ready to start blogging on this, it will probably be a theme I focus on quite a lot, because it is such a game changer in the way people use ERP applications and get their job done.

In this first post I want to set out by what we mean by social in this context.  We do not mean sharing details of our business process on twitter, or sharing pictures of our babies on facebook.  We do not mean more office parties or chatting about football around the water cooler.  We do mean collaborating with the right people, wherever they, are in the context of my transaction to complete my job.  We do mean having real time visibility into the collaboration happening to complete a business process.  We do mean have an audit trail of the conversations, supporting documents and decision making process that supported transactions in our system, right there embedded as part of the transaction or business process.

In my experience, all of the above benefits tend to resonate very well with customers and they want to see more.  Below is a screen shot from the desktop Oracle Social Network showing the period close process, it should give you an idea of what is to come.

OSN Period Close

Now the pressure is on me to get more blog posts out on this topic.  Comments welcome below…