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Integrating Legacy Applications with JD Edwards
Wednesday, November 17, 2015
Opportunities and Challenges
Introduction
2© Deloitte LLP and affiliated entities.
Alan is Project Manager for Integrations for Canfor Corporate IT and has extensive ERP integration and migration experience focused in manufacturing and process control automation, B2B connectivity, A2A interface standardization, and integration integrity and governance.
He has over 30 years of experience in design, programming, project management, and application architecture with a wide range of ERP systems including JDE, Epicor, SAP, Baan, PowerMAN, and Protean.
Alan CondonProject Manager -Integrations
Integrations ManagerProject Edge Role:
Sid has over 17 years of consulting experience that includes ERP assessments, business process redesign, net new implementations upgrades of ERP Applications, transition planning and project management. He has over 15 years’ experience implementing various releases of Oracle JD Edwards EnterpriseOne software for companies of all sizes in countries such as India, Singapore, Malaysia, Thailand, Philippines, Australia, New Zealand, USA Canada.
Sid AryaSenior Manager
Project Manager & Solution LeadProject Edge Role:
• Lumber capacity: 6 billion board feet• 12 mills in British Columbia• 1 in Alberta• 17 operations in U.S. South
Lumber Mills• 3 - South Carolina • 1 - North Carolina• 3 - Georgia• 3 - Alabama• 1 - Mississippi• 1 – ArkansasOther• 2 - Laminating Plants -
Arkansas & Georgia• 1 Re-Manufacturing Mill -
South Carolina• 2 Chip Mills - Texas &
Louisiana• 6500 employees
About: Canfor
Pulp and Paper Operations3 Kraft Pulp & 1 Paper mill in central BC + 1 BCTMP mill in BC north
Market pulp capacity: 1.1 million tonnesKraft paper capacity: 140,000 tonnes
One of the Largest Integrated Forest Companies
C A N F O R C O R P O R A T I O N
Canfor is one of the few primary lumber manufacturers to offer
products third-party certified to all of the independent certification programs
in North America
Percentage of Production
CSA FSC SFI Total
Canadian mills 85% 10% 5% 100%
US mills - - 100% 100%
Our success depends on the well‐being of the forests we manage. Through all of our forest management activities, our skilled forest professionals protect:
‐ Biodiversity‐ Species at risk‐ Wildlife‐ Other Forest Values
A World Leader in Sustainable Forestry
IntroductionCanfor Project EDGE
6© Deloitte LLP and affiliated entities.
In January 2012 Canfor undertook an initiative to replace a legacy business system with the implementation of Oracle JD Edwards EnterpriseOne 9.1 (Tools 9.1.4), Oracle Transportation Management 6.3.2, Oracle’s Demantra 7.3.1.4, .NET application modules and Oracle Business Intelligence 11.1.1.6.8.
The combined solution of Oracle’s JDE E1 & OTM was based on a business need for:• Greater logistics and transportation planning capabilities• Improved inventory planning and management• Financial net revenue projections and integration with their existing financial history
• On June 30th 2014 Phase 1 of the EDGE program was implemented for Canfor Canadian lumber operations
• Planning began in Nov. 2014 for Phase 2 of the program which extended the core system to include the functionality for US South lumber operations
• Phase 2 was delivered on time / on budget on Sep 28th 2015
Canfor partnered with Deloitte to implement the Oracle systems.
Project Timeline – Phase 1Introduction
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7
6
7
8
28
0 5 10 15 20 25
Total
D
C
B
A
MONTHS
PHA
SE
Design
Build
Deliver
Operate
Application Footprint – Phase 1Introduction
8© Deloitte LLP and affiliated entities.
Identifying opportunities to accelerate configuration and documentation activities was particularly beneficial due to the scope of work:
• Configuring 10 JDE Modules• Developing 95 JDE WFRICE
objects• Documenting system
configuration in Design Books• Developing knowledge transfer
and training documentation
Project Timeline – Phase 2Introduction
9© Deloitte LLP and affiliated entities.
1
3
4
3
11
0 1 2 3 4 5 6 7 8 9 10 11
Total
E
D
C
B
A
MONTHS
PHA
SE
Design
Build
Deliver
Operate
EDGE Applications
10© Deloitte LLP and affiliated entities.
Canfor’s Legacy Applications
11© Deloitte LLP and affiliated entities.
S# Application Purpose Importance to Canfor Final Disposition
1 Kronos Payroll & Garnishments system
Payroll, HR, and Human Resource Management
Retained – Integrated with JDE
2 Infor MP2 – Material Planning
MRO system Mills and Plant manage all Work Order and Purchase Orders with this system
Retained – Integrated with JDE
3 Log Procurement Log Purchasing and Tract Management system
Custom application specific to USS operations Log operations
Retained – Integrated with JDE
4 iNSELS – Integrated New South Express Logistics System
Trucking FleetManagement & Backhaul Invoices
Manages dispatch operations for Fleet and Drivers (Canfor employees) including Backhaul business
Retained – Integrated with OTM/JDE
5 FAS – Fixed Asset System Depreciation and Fixed Asset Management System
Retained – No integration to JDE – uses Manual JE’s
6 DGS – Data Gathering System
Lumber Production data collection
Leverage existing production data collection investment
Retained – Integrated with JDE
7 Koppers Wood Treating System
Treated Lumber Processing data collection
Provide connection of treating process to availability of inventory status
Retained – Integrated with JDE through DGS
8 7i MRO System Implementation deferred to Phase 3
9 ADP Payroll system Implementation deferred to Phase 3
Legacy Diagram
12© Deloitte LLP and affiliated entities.
Challenges
13© Deloitte LLP and affiliated entities.
Challenges faced by the Solution and Integration Teams:
• Canfor did not own the source code for 2 of the legacy applications, however limited direct database accessibility and modification was available.
• Custom data tables and views
• Stored Procedures and Triggers
• Where Canfor had application source code, a full re-write of the applications or a request to extensively customize them was not feasible. Almost certainly would not fit into the project schedule.
• All Legacy applications relied on some combination of master data from the former ERP system (Vendor, Customer, GL Accounts, etc) and were dependant on the architecture of this master data.
• Real-time translation and cross reference of legacy data to JDE master data would be necessary.
• Needed to leveraged the stability of the existing interfaces to accounting to lessen our risk and meet the project timeline.
Opportunities
14© Deloitte LLP and affiliated entities.
• Use Standard JDE and OTM interfacing mechanisms
• Leverage proven functionality not in OTM or JDE, and retained through the integration of the legacy applications.
• Extend existing webMethods Middleware architecture already in-place for B2B and A2A interfaces at Canfor for the integration of legacy applications
• Create a “bridge” between legacy stack and oracle stack that can be leveraged for future implementations and acquisitions (Canfor Pulp, Scotch Gulf, Anthony Lumber, etc.)
• Design EDGE Bridge to provide cross-reference mechanisms to associate OTM/JDE standard with master data of legacy apps GL Account codes, vendor numbers, customer codes, etc.
• Auditing capabilities for all legacy app transactions and data transformation
• Provide meaningful error notifications across systems
Interfaces
15© Deloitte LLP and affiliated entities.
Interface Purpose Type of Data
Master JDE - Vendor Master Send Vendor Master data from JDE to EDGE Bridge Master Data
Master JDE - Customer Master Send Customer Master data from JDE to EDGE Bridge Master Data
Payroll Payroll to JDE General Ledger
Periodic Payroll JE’s from Kronos system to JDE General Ledger Transactional Data
Payroll Garnishment to JDEAccounts Payable
Periodic vouchers for Garnishment Payment for employees from Kronos system to JDE Accounts Payable
Transactional Data
Log Procure
Log Procurement Voucher to JDE Accounts Payable
Vouchers for Log settlements from Log Procurement system to JDE Accounts Payable
Transactional Data
MRO MRO Inventory Adjustment to JDE General Ledger
Daily transfer of Inventory adjustment information from MP2 system to JDE General Ledger
Transactional Data
MRO MRO Purchases to JDEPurchase Order
Daily MRO Purchase Receipts from MP2 system to JDE Procurement Transactional Data
iNSELS iNSELS Backhaul Invoice JDE Accounts Receivable
Invoices for Freight charges from iNSELS to JDE Accounts Receivable and General Ledger
Transactional Data
iNSELS OTM – Tender Offer Brings initial shipment request from OTM to Trucking Company – iNSELS can Accept or Reject
Transactional Data
iNSELS OTM – Tender Response Sends message to OTM to Accept or Reject Tender Offer shipment Transactional Data
iNSELS OTM – Planned Shipment Updates iNSELS with status and shipment information from OTM to keep iNSELS in sync
Transactional Data
iNSELS OTM – Shipment Actuals Updates OTM with shipment weights, equipment numbers and other bill of lading information
Transactional Data
iNSELS OTM – Shipment Status Updates OTM with shipment progress status information allowing customers to view in OTM Customer Portal
Transactional Data
JDE/OTM to Legacy Legacy to JDE/OTM
EDGE Bridge
16© Deloitte LLP and affiliated entities.
Vendor Master to JDE Bridge
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F0101Z2
F0401Z1
F0111Z1
F0115Z1
R5604Z1 F5501Z1
Edge_Stage_apmaster
Custom Batch to extract information from Address Book JDE Interoperatibiliy tables
Customer Master to JDE Bridge
18© Deloitte LLP and affiliated entities.
F0101Z2
F03012Z1
F0111Z1
F0115Z1
R5603BZ1 F5603002
Edge_Stage_armaster
Custom Batch to extract information from Address Book JDE Interoperatibiliy tables
Kronos to JDE General Ledger
19© Deloitte LLP and affiliated entities.
1
Edge_Stage_GL F0911Z1R09110Z
F0911
Where tran_code = ‘H’
JDE General Ledger
Kronos Garnishments to JDE A/P
20© Deloitte LLP and affiliated entities.
2
Edge_Stage_AP
F0411Z1
R04110ZA
F0411
Where class_code =
"GARN"
F0911Z1F0911
JDE General Ledger
JDE AP Ledger
MP2 to General Ledger
21© Deloitte LLP and affiliated entities.
2
Edge_Stage_GL F0911Z1R09110Z
F0911
Where tran_code = ‘M’
JDE General Ledger
MP2 Receipts to JDE Procurement
22© Deloitte LLP and affiliated entities.
EDGE_Stage_MP2Receipts
F4301Z1
F4311Z1
F47071
F47072
R5500002 – A custom batch reused from Phase 1 used to call several other batch programs in a sequence
R4311Z1I
R47071
F4301
F4311
F4311
F43121
PO Header & Detail
PO Detail & Receiver
Log Procurement to JDE A/P
23© Deloitte LLP and affiliated entities.
2
Edge_Stage_AP
F0411Z1
R04110ZA
F0411
F0911Z1F0911
Where class_code =
%LOGS%
JDE General Ledger
JDE AP Ledger
iNSELS Invoice to JDE A/R, G/L
24© Deloitte LLP and affiliated entities.
2
Edge_Stage_AR
F03B11Z1
R03B11Z1A
F03B11
F0911Z1F0911
JDE AR Ledger
JDE General Ledger
What worked well?
25© Deloitte LLP and affiliated entities.
• Analyst and Programmer resources worked well all the phases – agile approach
• Process and Terminology was a big challenge for the technical experts
• Geographic spread of the team
• Shared IT resources - mitigation
• Coordination
• PO Receipts – custom – challenge
• Did not test for every possible scenarioFew disconnects
• Integrity and notification of errors – to guarantee integrating between systems
• Proactive error reporting through WebMethods
Combined Design & Build: 4 mo’s Confirm process model and detailed architectureDevelop project plans for Environment and migration, UAT and Training/Change ManagementFull package configurationData Conversion completed for Master Data and for sample sets of transaction data Complete the Build scope identified to date• Local interfaces• Specific technical objects for this regions (versions,
workflows, etc.)Full end to end detailed Conference Room Pilot to complete detailed fit/gap analysisCompleted functional specification and development for all new WFRICE Completed Unit/Integrated TestsComplete Regression testing as items are finished INT testingDevelop any training and UAT materials
Deliver / Go-Live: 3 mo’s TBC* Complete all User Acceptance and any outstanding
Regression testing and issue resolution System performance testing Complete all data conversion Deliver all training materials Mock cut-over rehearsals Implement post go-live support organization and perform
knowledge transfer 3 day cut over event
Post Production Support: 1 ½ mo’s Issue resolution and ongoing knowledge transfer and
follow-up training
Comparison to Previous Phases Phase 1: 22 months Phase 2: 13 months
Phase 3 – Setup for Success
Questions & Answers
27© Deloitte LLP and affiliated entities.
Deloitte, one of Canada's leading professional services firms, provides audit, tax, consulting, and financial advisory services. Deloitte LLP, an Ontario limited liability partnership, is the Canadian member firm of Deloitte Touche Tohmatsu Limited.
Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee, and its network of member firms, each of which is a legally separate and independent entity. Please see www.deloitte.com/about for a detailed description of the legal structure of Deloitte Touche Tohmatsu Limited and its member firms.
The information contained herein is not intended to substitute for competent professional advice.
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