Top value add initiatives once your upgrade is complete

Prepared by:

Name: Jason Batte and Adam Farris

Company: Terillium

Simplified Upgrade

Value add initiatives

Session ID#: JDE-104490

#JDEINFOCUS or add your own Twitter handle

Jason BatteVice President

Adam Farris

Today’s Speakers

Agenda

■ How to complete a simplified Upgrade

■ Value add Initiatives after the Upgrade is complete

▪ UXOne

▪ Cafe1

▪ Mobility

▪ BI Publisher

▪ UPK

▪ OneView

▪ E1 Pages

▪ IOT

• Since 1994 – 23 Years

• Oracle Platinum Partner

– Cincinnati Headquarters

– Award Winning Solutions

• Our People

– 170 Certified Consultants

– Nation wide

– Dedicated upgrade team

– Consultants Average Over 16 years Industry Experience and 14 years JD Edwards

• Expertise

– JD Edwards Upgrades and Migrations

– JD Edwards Managed Services

– Industry Best Practices

– Application Consulting

– Finance

– HCM

– Manufacturing

– Production Scheduling

– Technical Consulting

– CNC / Database

– Development / Integration

– Forms / BI Publisher

- Project Management

- Distribution

- Transportation

- Warehouse

Upgrade Experience

W H Y U P G R A D E?W H Y U P G R A D E?

✓ End user capabilities

✓ Technology enhancements

✓ Improved reporting

✓ New features/functionality

✓ End of support

✓ Shelfware

✓ Architecture change

✓ Hosting/Cloud

✓ Business has changed

✓ Growth (acquisitions / expansions)

✓ Oracle’s investment in JDE

✓ Compliance

How can we simplify?

Planning / Scope People

Tools / Technology CutoverTesting / Training

People

Tools / Technology CutoverTesting / Training

Planning / Scope

TechnicalUpgrade

FunctionalUpgrade

TransformationalUpgrade

1 2 3

CostRisk

Time

T Y P E S O F U P G R A D E S

Finance Sales Order Advanced Pricing

www.learnjde.com

Various levels of the organization

Document/evaluate

Align with business objectives

What processes exist outside of JDE?

Oracle SQL Developer

Leverage EnterpriseOne Functionality

S C O P E

- Determine what goes in the box- You cannot “have it all” - Be prepared to control scope during the

project - Implement strict change management

Henny Penny

Eaton, OH www.hennypenny.com

Manufacturing & Distribution

Helping retail and foodservice companies produce high quality food items.

Migrate from AS400 DB2 to Windows SQL

Assessment/Prepare for the upgrade

Upgrade to 9.1 Expand JDE 9.1 -

China

Reporting/Cost Transformation

Project

Spare Parts/RF Smart

Upgrade to 9.2

Henny Penny Road Map for Success

Review

Prepare

Integrate

Deliver

Support

Review Prepare

Application Team

Project Management

Development Team

CNC Team

Review Issues in Detail

Core Team Training

Design Processes

Review

Clean-up Master Data

Document Opportunities

Configure JDE System

Build Test Scripts

Design Reports & Forms

Define Project Scope &

Workplan

Review Issues in Detail

Project Management

Plans

Monitor and Control Project

Evaluate Reports &

Forms

Review Modifications

Retrofit Convert Data

Install Release 9.1

Manage 9.1 Environments

Prepare for ICRPs

Revise Reports & Forms

Test Reports &

Forms

Application Team

Project Management

Development Team

CNC Team

Integrate Deliver Support

ICRP I

Test Reports &

Forms

ICRP IIPrepare End User Training Materials

(UPK)

Validate Third Party Systems

Test Integrations

Deliver End User Training

Post Go-live Support

Perform Production

Cutover

Test Final Custom

Development

Convert DataRevise or Replace

Modifications

Revise Integrations

Finalize All Custom

Development

Perform Production

Cutover

Post Go-live Support

Plan Production

Cutover

Implement Roles, Menus &

Security

Perform Production

Cutover

Post Go-live Support

Manage 9.1 Environments

Close ProjectMonitor and Control Project

Planning / Scope

Tools / Technology CutoverTesting / Training

People

CLIENT LED

COLLABORATIVE

CONSULTANT LED

Executive Steering

Committee

Project Manager

Project Manager

Finance Team

BA/Controller

Senior Consultant

Distribution Team

Business Analyst

Senior Consultant

ManufacturingTeam

Business Analyst

Senior Consultant

DevelopmentTeam

JDE Developer

Technical Lead

Senior Developer

Technical Team

CNC

CNC

DBA

Solution Manager

CIO CFO

IT Director IT Manager

Exec Sponsor VP Technology

Executive Sponsors

Client Employee

Terillium Employee

Steering Committee

ProjectManagement

Core Team

Mary Luers

People Considerations

• Time• Do they have time• Can they commit the time• Do you need to back fill their position

• Knowledge• Do they know JDE• Do they know your business processes• Can you use the upgrade to build your

team

• Power• Can they make decisions for the company• Have they been empowered• Are they leaders

Missing key meetings can

jeopardize the process, and

extend the project timeline

Review key materials, or

complete work, between

meetings

Gain consensus

Document key decisions and

outputs

E X P E C T A T I O N S

Planning / Scope People

CutoverTesting / TrainingTools / Technology

Platform & Cloud

• Platform change

• Virtualization

• Cloud

How much data do you have?

Customization Discovery

How many interfaces with JDE exist in your organization?

Planning / Scope People

Tools / Technology CutoverTesting / Training

UNITINTEGRATED

STRESS UAT

Business Process Flows / Test Scripts

Testing Strategy

One of the most important components of an upgrade project.

2 31

Real Time Testing Statistics

Who

What

When

Where How

Training Strategy

Know it Do itTry itSee it

Test itRecord itPrint it

• Automate training

• Align with business process flows

• Track user participation and scores

• Keep training material current

• 23 supported languages

• iPad playback support

EnterpriseOne Upgradefrom 8.11 to 9.1

• Upgrade in 120 days• 2000 user globally• Over 30 complex interfaces• Business Process Continuity• Menu/E1 Pages Redesign

• Focus on navigation training only• 8 different training sessions in 8 days• Users had to attend session prior to being

provided a User ID

End User Training ApproachProject Metrics

Planning / Scope People

Tools / Technology Testing / Training Cutover

Cutover

Mock go live(s)Establish timing and tasks Assign responsibilitiesBusiness validation

• Deploy resources strategically

• Timing• Point person at each

location

Go Live Support

• Communication hub• Issue triage• One number to call• Bypass standard

support procedures

• Reporting by hour• Escalation of issues• Evaluate issues and

provide corrective action

Staffing Command Center Issue Management

When is the right time to upgrade?

• Never• Business cant slow down• People don’t have time• Other projects are more important

• ODEC Approach• Over 26 years of staying current• Small timely upgrades to support the

business

• NS International• Implemented and stayed on same

release• Upgrade to be flexible• Stay ahead of the business needs

Terillium Managed Services - Goal

■ Support your internal JDE team

▪ On Demand issue resolution▪ Project Support

—Upgrade

▪ Assist with your ever growing task list▪ Expert Guidance▪ Routine tasks▪ Safety net▪ Vacations▪ Responsive▪ Continuous Improvement

This is a slide title

■ This is the first bullet of text

■ This is the second bullet of text at the same level

▪ This is a sub-bullet of text

— This is a secondary sub-bullet of text

■ And this is the third bullet of text

This is a slide title (one or two lines)

■ This is the first bullet of text

▪ This is a sub-bullet of text

■ This is the second bullet of text at the same level

▪ This is a sub-bullet of text

— This is a secondary sub-bullet of text

■ This is the first bullet of text

■ This is the second bullet of text at the same level

▪ This is a sub-bullet of text

▪ This is a sub-bullet of text

— This secondary sub-bullet

▪ This is another sub-bullet of text

■ And this is another bullet of text

This is a slide title (one or two lines)

■ This is the first bullet of text

▪ This is a sub-bullet of text

■ This is the second bullet of text at the

same level

▪ This is a sub-bullet of text

— This is a secondary sub-bullet of text

▪ This is another sub-bullet of text

■ This is the first bullet of text

■ This is the second bullet of text at the

same level

▪ This is a sub-bullet of text

▪ This is a sub-bullet of text

— This secondary sub-bullet

▪ This is another sub-bullet of text

■ And this is another bullet of text

Subject number one Subject number two

This is a slide title for a slide with just the title line (e.g., images/diagrams below)

Please complete the session evaluationWe appreciate your feedback and insight

Session ID#

A user community of more than 55,000 JD Edwards, PeopleSoft, and Cloud customers.

Get the 4-1-1 on Quest!

See how the Quest team can help you get more out of your JD

Edwards investment.

Visit us at booth #411!