AI Assist Tips and Tricks

Leveraging AI Assist effectively can significantly enhance your productivity and decision-making processes. Below are key strategies to optimize your experience:

Be Clear and Specific

Clearly articulate your questions or requests, providing relevant details and context. Specificity leads to more accurate and tailored responses.

  • Success Navigator AI Assist tip: Depending on your request, consider relevant details such as the product, pillar, timeframe, your goal, and more.
  • Example: "Analyze our HCM roadmap items by focus area and level of effort, then summarize the top five priorities for next quarter, with rationale."

Break Down Complex Requests

Divide multi-part objectives into smaller, sequential prompts to improve accuracy and clarity.

  • Success Navigator AI Assist tip: Ask for identification first, then analysis, then recommendations.
  • Example: "1) Identify features on our roadmap that are enabled out of the box; 2) Identify those requiring setup; 3) Recommend the next five to implement with dependencies and effort."

Specify Format Preferences

Tell AI Assist how you want results presented to speed consumption and execution.

  • Success Navigator AI Assist tip: Request a table, summary, step list, or a Gantt when you need a plan view.
  • Example: "Provide the status of each feature in our Fusion roadmap as a table, then create a Gantt for the next 60 days of implementation tasks."

Use Role and Audience Context

Mention your role or target audience so outputs reflect role-based insights and your audience.

  • Success Navigator AI Assist tip: State “As a program manager…” or “For an executive readout…” to tailor content.
  • Example: "As a program manager, create an executive-ready summary of high-impact actions with timelines, dependencies, and risks for next quarter."

Clarify Ambiguities

If the first response is too broad, narrow the scope by pillar, status, or timeframe.

  • Success Navigator AI Assist tip: Add filters like “HCM only,” “in progress,” or “due in 60 days.”
  • Example: "Focus only on HCM AI features that are in progress and due within 60 days; exclude optional items."

Ask Follow-Up Questions

Continue the dialogue to refine results, uncover blockers, and validate assumptions.

  • Success Navigator AI Assist tip: Use iterative prompts to probe dependencies, risks, and alternatives.
  • Example: "Based on the upcoming milestone assessment, are we on track? If not, list the top three blockers and proposed mitigations."

Request Step-by-Step Guidance

When you need to execute, ask for ordered tasks, owners, prerequisites, and test considerations.

  • Success Navigator AI Assist tip: Request checklists and clear acceptance criteria.
  • Example: "Provide the implementation steps for Feature X, including prerequisites, configuration, test plan, and success criteria; then produce a Gantt."

Start a New Conversation

Use a fresh conversation when your topic changes substantially, the audience/goal shifts, or you want to avoid inherited constraints from prior context.

  • Navigator AI Assist tip: Start new threads for different products/pillars, new projects or phases, or when prior context could bias results (e.g., switching from HCM release planning to SCM OMBPs).
  • Example: New conversation: “As a supply chain lead, identify the top SCM OMBPs relevant to our Production Profile and propose a 60-day adoption plan with dependencies.”

Maintain the Same Conversation

Keep the thread when iterating on the same topic so AI Assist can build on prior context and refinements

  • Navigator AI Assist tip: Use follow-up prompts to narrow scope, add constraints, and confirm assumptions; reference earlier outputs to avoid rework.
  • Example: “Great—using the roadmap table you just created, re-rank the features by impact vs. effort, limit to mandatory items, and generate a mermaid Gantt for the next 60 days.”

Personalize with Your Organization’s Context

Reference your Production Profile, pillar, usage patterns, or KPI targets for tailored guidance.

  • Success Navigator AI Assist tip: Ask AI Assist to use your Production Profile and production data when available.
  • Example: "Show the OMBPs most relevant to our Production Profile and map them to KPIs and reports; personalize using our production data."

Prioritize for Value and Time-to-Value

Ask for impact/effort analysis and “do-now” items to accelerate outcomes.

  • Success Navigator AI Assist tip: Request timelines and dependencies to sequence activities.
  • Example: "Analyze our roadmap by impact and level of effort, then recommend the top five mandatory features to implement now, with timelines and dependencies."

Track Milestones and Program Health

Use milestone visibility to manage timelines, reduce escalations, and realize value earlier.

  • Success Navigator AI Assist tip: Ask for milestone status, at-risk items, and remediation steps.
  • Example: "List our program kickoff dates and milestones and generate a mermaid Gantt; identify any at-risk milestones and remediation."

Protect Sensitive Information

Do not paste confidential, personal, or proprietary data. Follow Oracle’s security and compliance standards.

  • Success Navigator AI Assist tip: Use generic labels (e.g., Program A) and avoid PII; follow internal data-handling policies.
  • Example: "When discussing program details, reference Program A and role types (e.g., payroll lead) rather than names or PII."

Validate Outputs and Provide Feedback

Sanity-check key facts (e.g., feature mandatory status) and use ratings or clarifications to improve future responses.

  • Success Navigator AI Assist tip: Confirm assumptions against official release notes and ask AI Assist to revise.
  • Example: Confirm Feature X’s mandatory status, then ask: “Revise the plan assuming Feature X is optional for our SKU; re-sequence accordingly,” and rate the response.

Ask for Visuals When They Help

When you want a visual plan, explicitly request a mermaid Gantt to avoid syntax issues.

  • Success Navigator AI Assist tip: Say “create a mermaid Gantt” for timelines and dependencies.
  • Example: "Create an implementation plan for our upcoming release features and present it as a mermaid Gantt with milestones and owners."

Use Multilingual and Accessibility Options

Request bilingual outputs or simplified summaries for broader stakeholder engagement. You can ask AI Assist which languages it can translate as Oracle adds more languages over time.

  • Success Navigator AI Assist tip: Ask for English and Spanish when sharing OMBPs across teams.
  • Example: "Provide the list of HCM OMBPs in English and Spanish, with one-line summaries for each."