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Praxis Conference Report

COLLABORATE 09 Conference Report The COLLABORATE 09 conference report has been sponsored by GRT Business Solutions and Praxis. Please consider GRT Business Solutions and/or Praxis the next time you have a challenge beyond your staff capabilities. You can find out more by referencing their websites. Just click on the one of the logos below.

GRT Business Solutions is a Dallas-based national consultancy specializing in JDEdwards. GRT is an Oracle Certified Partner.

Contact Dave Koczera 720.273.1138

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Praxis is an independent management consultancy focused on optimizing business through effective project management.

Contact Jean McClelland 512.797.3006

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How to read this report The report is formatted in bullet point form for skimming. Skimming the report on a computer allows the reader to use the embedded links. If your interest in a subject is piqued, the content provider is noted and/or website links are provided for more information. There are two portions to each session report. A session report begins with an objective statement of what the reporter heard in the presentation followed by opinions about the objective portion. This allows the reader to create their own opinion.

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Praxis Conference Report

Table of Contents The Table of Contents entries are set up as hyperlinks.

Collected Comments .................................................................................................................. 3 The Conference Experience....................................................................................................... 4

Jean McClelland’s Conference Synopsis and Noted Trends ............................................... 4 Orlando as a Conference Host ............................................................................................ 5 Conference Navigation........................................................................................................ 5 The Conference Schedule Books – 98% THERE! ............................................................... 5 The Attendees… including the CIO Forum .......................................................................... 6 What was new .................................................................................................................... 7 What stayed the same ........................................................................................................ 7 About User Group Participation ........................................................................................... 7 The Exhibit Hall ................................................................................................................... 8 Should you attend next year? .............................................................................................. 8 Dave Koczera’s (GRT Business Solutions) Conference Experience ................................... 8

Keynote: Charles Phillips .........................................................................................................11 JDE, PS Updates – Philosophy & Technology .........................................................................13

Basic Oracle ERP Philosophy – Lenley Hensarling ............................................................13 JDE – E1 (JD Edwards EnterpriseOne) – Jeff Erickson .....................................................14 JDE – World – Tom Carrel .................................................................................................15 PeopleSoft .........................................................................................................................16

Notes on Upgrading – JDE E1, W & PS ...................................................................................17 JD Edwards EnterpriseOne Enterprise Asset Management Solutions ......................................21 Women in Technology Luncheon ..............................................................................................24 Additional Sessions ...................................................................................................................26

Value Chain Planning – a combination of SCM, BI .............................................................26 Supply Chain Execution – a combination of SCM, BI .........................................................26 Business Intelligence .........................................................................................................27 Remote Support for your ERP ............................................................................................28 Web. Web. Web… Portals. More Web. ...........................................................................28

Acronyms and Phrases Used in this Report ..............................................................................29 GRT Business Solutions………………………………………………………………………………..30 Oracle Disclaimer: Oracle always provides a disclaimer before all presentations. If the presentation (and therefore this report) provides forward thinking ideas or statements, those same ideas or statements may not be held as contractual.

Trademarks and Copyrights: Quest, IOUG, OAUG are all the property of the respective user groups. Oracle, JD Edwards, and PeopleSoft are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks as well; e.g., JD Edwards EnterpriseOne and JD Edwards World.

COLLABORATE 09 Conference Report May 3-7, 2009 // Orlando, FL Quest // OAUG // IOUG

Collected Comments page 3 of 30

Collected Comments Note: [p] = a paraphrase vs. a direct quote. … in general

Nick, OSCO - In response to request for a business card: “Everything is so digital now you forget to bring your business cards. You meet so many people electronically first you think they already have your information.”

Eric, Business Applications Specialist for a county – “Put everything (the entire day’s schedule) on one page!” [JEM Note: Gee… where have I heard THAT before!]

Eric, Business Applications Specialist for a county – “There’s a reason OpenWorld puts a half an hour between sessions – it’s called ‘distance’. Collaborate offers better networking. ”

Roger, Director IS Data Services for a utility company – “Collaborate is more real, more life experience and less marketing even though Oracle has a strong presence.”

Melinda, Systems Analyst for a large insurance group – “The UPK session was great. Having the customer there really clinched it for me but I still need to know if UPK truly works with software other than Oracle.”

Chris, a consultant – [p] “This is my first Collaborate and I’m impressed. Good stuff abounds!”

Michael, a senior program manager for a consulting firm – “It’s a great conference – small enough to really network.”

Young bus rider from Iceland: “I loved the party and the Hulk was great!” [JEM Note: The Hulk is an extreme roller coaster.]

…thoughts about how the state of the economy is affecting IT

David Johnson, Oxygen Development – “Doing more with less means everyone wearing multiple hats that they didn’t necessarily do so in the past.”

Jeff Erickson, Oracle – “Attendance is great given the recent economic and health conditions.”

Nichelle! Remember in the Collaborate 08 report last year Nichelle with all the ribbons? We found each other while networking at lunch! It was great seeing her again. You, too, can find other knowledgeable and great End Users by attending Collaborate!

Jean McClelland reuniting with Nichelle Wilcox – a supreme

End User!

http://www.oxygendevelopment.com/


The Conference Experience page 4 of 30

In a nutshell: Great, Fun, HUGE venue, Needs more attendance – like YOURS. Major messages: • Plan before implementing (vs. reacting) • SCM + BI = powerful information • Next evolution: Collaboration = Success

Jean McClelland’s Conference Synopsis and Noted Trends In the opening introductions by the three User Group leaders, Sue Shaw, the incoming Quest president, “This is the year to drive your ROI. The important thing is collaboration.” I totally agree. From all that I have read about the economic downturn, now is the time for true planning vs. the constant reaction mode businesses seem to have been in for the last decade or more. I consistently heard three main trends noted in the sessions I attended:

1. The importance of planning before implementation – really thinking through proposed actions to the point that all facets of the business are considered in the future plans,

2. The continued rise of how to use Business Intelligence (BI) to ensure your plans are thorough and far-reaching. The combination of BI with Supply Chain Management (SCM) was consistently stated to be a winning cost cutting combination.

3. The power provided by knowing how to translate raw data into actionable decisions through collaboration, not only within your business but starting with your supply chain and going completely through to your customers. Another way to express this concept is how each of the pieces (manufacturing, sales, supply, accounting, marketing, et al) affects the others.

Even the programming sessions I attended were geared toward collaboration in design and development. The era of the one star universe is ending. Now it’s about connecting all the stars. You might say “connect the dots” or “no star left behind?” Basically, it’s the realization that we are all in this together, the playing field has been leveled through the application of technology (especially the web) and we have to work through it all in a team environment. (Let’s see, can I find any more clichés to use?) Where do you begin? Business has been so fraught with scams, scandals and perceived immoral acts under the guise of “it’s just business” that we, as human beings, have become skeptical that anyone can be trusted. That’s where to begin. Begin collaboration by being a trustworthy partner in the chain of events.

• Make sure you know your business processes so that you can lead others through how to work with your company easily; e.g., know when and how suppliers will be paid.

• Be honest with opinions. Tell it like it really is vs. sugar coating problems. • Start solving the problems, regardless of whether they are within your department / your

responsibility / your influence. Offer solutions, not another problem statement.

The Conference Experience

Please Note: This portion of

the report is opinion.



• Remember that business is 100% dependent on the people. Respect everyone’s opinion and celebrate everyone contributions.

These are not only messages I personally believe but these are messages that were expressed in many different ways throughout the conference. Read Charles Phillips keynote and find out what he said about the importance of participating in User Groups. Plus, his message to customers on the future was “Let’s think this through together.”

Orlando as a Conference Host It is a law that you must have fun in Orlando. I’m sure of it. There are certainly enough venues. Even some restaurants have man-made waterfalls and putt-putts available to play while waiting to be served. Unbeknownst to me until I arrived, the hotel I booked was a theme hotel – a castle no less! As I told many people, I’ve often been called a geek or nerd, but now I must be known as a princess! Check it out! The royal trumpets announcing my arrival every time I entered the castle were great for me – not sure how the front desk knaves felt about them all day long, but, yes… princess it is!

Conference Navigation Orange County Convention Center is probably large enough to hold OpenWorld! If you decide to attend a conference there… train for a marathon before leaving or arrange for a Segway rental! Otherwise, the OCCC was as inviting and as beautiful as you would expect. One rather sad note was the number of sessions that were cancelled. I was not able to confirm my thoughts about this being due to layoffs or travel restrictions but a number of people that talked with me about it proposed the same reasons. Naturally, I chose a few of the cancelled sessions to attend and ended up running somewhere else. I could have avoided this by signing up for the mobile daily updates. Kudos to the End User groups for using the newest technology at our technology conference! And… did you know that the User Groups are now on Facebook, LinkedIn and even Twitter? Information is everywhere. It’s truly a matter of how you choose to receive it.

The Conference Schedule Books – 98% THERE! Again there were great improvements on the onsite program. I’m convinced the onsite book is an under-appreciated asset for the conference attendees. There is so much information in there in addition to the schedule. But, let’s talk about the schedule. I was very, very pleased when I saw what I thought was the entire schedule on the pull out pages. It was almost the entire schedule but not quite. Another attendee pointed out that items were missing from the schedule. Obviously, those items must not have been all that important to me because I can’t remember what they were. But, hey! 98% is mighty good seeing as the book must go to print well ahead of the event. I feel congratulations are definitely in order here!

Jean

’s c

astle

… fo

r a w

eek.



Another good “green” thing that the three User Groups achieved was printing only the titles of the educational courses on the daily schedule vs. all the descriptions. In order to find the details of the sessions offered, you had to go online. As inconvenient as some people probably thought this was (most likely those that did not review the sessions ahead of time). Eliminating all those pages of description meant that the book was only about ¾” thick, much easier to carry and very handy.

The Attendees… including the CIO Forum In general the attendees at this particular conference seemed to be more managerial than in years past. This was confirmed in a conversation with a Quest staff member. The decision maker level of attendees was well appreciated by the exhibitors! As usual, most attendees I talked to were there for the customer-to-customer sessions, because they felt Collaborate is a more “manageable” conference and they wanted the education. There were a lot of first timers that I talked to which was not surprising after I found out that a lot of new companies were present. I had the privilege of attending the last session of the CIO Forum hosted by Quest. The last time I attended this portion of the conference was back in 2005. I am very happy to report that the Forum was very well attended and very much enjoyed by the CIOs. What most surprised me was that I hardly knew anyone there! I enjoyed seeing a couple of people I’ve known for a while but most of the faces were completely new to me.

CIOs! This type of networking (not to mention educational) opportunity is rare and is not only an important part of your position but can also open doors you didn’t even know existed. Lead by the example of knowing your counterparts. Allow yourself the advantage of the additional knowledge and insights of your peers. Then encourage your staff to do the same. Competition is changing to “collaborative competition” including planning with your supply chain to optimize inventory from concept through customer delivery. You already know that every business process – actually every

business element – is touched by the IT department. An event like this one allows you to expand your imagination to how the Information Technology you help provide can further support the business objectives. Your input – through your personal or your staff’s participation in User Groups, SIGs and other interest groups – is how Oracle chooses to create the software your company runs. Participate. Collaborate (within legal limits… of course). Here’s an interesting attendee note… Welcome EBS users (Oracle’s eBusiness Suite users)! There were a lot more of them this year. Let’s keep that trend coming!

STATS! Approximately 4500 for all three User Groups –

obviously down from 2008. Come back! >450 Educational Sessions listed by Quest

E1 only – 194 W only – 200 E1 & W – 324 (some overlap with above) PS – 185

CIO Forum – approximately 100 CIOs strong New companies represented – at least 100!

http://www.aaai.org/aitopics/retired/articles&columns/alertFAQ.html



What was new Who would have thought that tables would be so welcome! Most educational rooms contained tables making us laptop users very happy. No more hot and uncomfortable knees! I’ve already mentioned the use of technology to keep everyone updated at the conference. I’m thinking that web casting some of the IOUG sessions might have been new. I know it was very welcome. Each User Group had ways to attend the conference on a virtual basis. Check it out on each of the User Groups sites. (Links below.)

What stayed the same • Networking within the attendee rosters of the individual User Groups was consistently

offered and not taken advantage of nearly enough in my personal opinion. Again, the best networking I observed was at the Women in Technology events.

• Not enough mixing up of the attendees from the three user groups. This is one of those challenges that will be hard to solve and I don’t have any suggestions yet but with the main theme of collaboration, I’m sure it will be addressed soon.

• This IS the conference with the most sessions led by customers. • This IS the conference where SIGS far and wide have the ability to meet face to face in

addition to receiving the customer-to-customer education enhanced by Oracle announcements and educational sessions.

• The conference was well organized by all three User Groups.

About User Group Participation In Charles Philips’ keynote (President of Oracle), Phillips stated very plainly that participation in your chosen User Group is a key to having your voice heard by Oracle. Below are links to the User Group websites. Check them out. Get involved. It helps your company and it helps you – both personally and professionally. Just do it. It’s a good thing.

www.QuestDirect.org

www.IOUG.org

www.OAUG.org

One more group to watch is the IOUC – International Oracle User Council. The council promotes common customer interests worldwide. Check out their website at www.IOUC.org.

http://www.questdirect.org/

http://www.ioug.org/

http://www.oaug.org/

http://www.iouc.org/



The Exhibit Hall Exploring the exhibit hall is always fun for me. This year it was extra fun because there were many new international vendors. Networking in the Exhibit Hall is always good – not only with the exhibiting vendors but generally. A couple of years ago the conference started holding the breaks and lunch in the Exhibit Hall. This turned out great for everyone!

Should you attend next year? ABSOLUTELY! Make it mandatory! Not only should you attend, but, as a customer, you should provide a presentation, sit on a panel or otherwise find a way to share your knowledge. The opportunity is there but to take total advantage of it you MUST be there in person. If you allow this conference to shrink, you are missing vital information to help you make your ERP and related software sing the tune you desire because you are missing comparing notes with like companies. As I reported above, the single star era is gone. (Remember… a shooting star is bright and beautiful but it also fizzles out quickly!) Collaborate is a well named conference for the future – come and collaborate to your company’s and your personal advantage. Remember the differences between Collaborate and OpenWorld. They are both great conferences with different objectives.

• Collaborate is all about learning from other customers and working with your user group to have your collective voices heard by the software vendor. It also provides, as Charles Philips stated in his keynote, a mid-year announcement forum.

• OpenWorld provides the software vendor’s plans for the future. • Both conferences offer excellent educational opportunities. Collaborate excels in

customer-to-customer education and OpenWorld excels in Oracle-to-customer education.

• Both conferences have Oracle’s presence and support. Naturally, OpenWorld has more Oracle people available but many Collaborate sessions are provided by Oracle.

• Collaborate, being a smaller conference, offers more customer-to-customer networking opportunities. (Note: I believe Collaborate is designed to be smaller, just not as small as it was this year!)

• OpenWorld offers numerous opportunities to interact with Oracle executives, the people who actually code the software and others. Heavens, there are always enough people there; it’s just a matter of getting them to stop running between sessions!

Dave Koczera’s (GRT Business Solutions) Conference Experience Collaborate 09 presented by IOUG, OAUG and Quest International User Groups put on another great event this year. The Orange County Convention Center is a huge venue with all of the expected conference trimmings. The weather was terrific especially for the many attendees who experience cabin fever as they visited the event from their northern climates. The average day was between 85 and 90 degrees sunny. Unfortunately or fortunately, depending on your

You never know what opportunities you might find at a Collaborate – like these customers holding an alligator at the Quest member meeting!



perspective, many of us never really spent any time actually enjoying the outdoor environment in beautiful Orlando Florida. There was just too much to take advantage of at the conference. I am sure you have all heard that attendance was down at this year’s conference. It was true that attendance was down maybe by as much as 30 percent as compared to 2008. Yes, the economy has affected the abilities of many companies to do “extra” or “special events” and must “batten down the hatch’s” on spending. However, there were still 4500 who did attend. Collaborate 09 was an investment for those who did attend. Attendees were presented with a complete set of opportunities to learn how to increase the value of their current Oracle ERP and Technology investment for their business. As an attendee to this conference for more than a decade, I must say that this conference was excellently planned and prepared. It was also obvious that Oracle Corporation has a great desire to support their Oracle, JD Edwards E1, World and PeopleSoft Enterprise user communities. Their investment in this User Group event is significant in that an exceptional array of educational sessions on business solutions, products alternatives, and partnered solutions were presented. This was probably one of the best and easiest conferences to leverage if you were on a mission to accomplish as much as possible while at the conference. Software and technology users could completely tailor their visit by personalizing their schedule to meet their individual conference priorities. Also, there was an advantage, I am sorry to say, to the lower attendance this year. This year’s conference increased my ability to

• evaluate solutions, • meet with subject matter professionals, • network with potential new business partners, • gather intelligence for supporting strategic initiatives, • educate myself on new innovations, • renew old business acquaintances and • in general, ensure I am current

From these perspectives the Collaborate 09 experience was excellent. You could get your questions answered, have a discussion or debate, see a demo (Beehive is a cool tool), research a problem and never have to wade through a crowd or wait in line. As they say…. “I like people. It’s crowds I hate.” The most unfortunate thing for this year, I thought, was that a User’s Group conference is for client/customer users primarily. It was my feeling that by not being able to attend many stake holders at our client companies missed out on a very cost effective way to insure they are leveraging their investments in technology to the maximum competitive advantage. Let’s face it there were many opportunities at Collaborate 09 to learn how to save money and make money, and this says nothing of the professionals and expert knowledge just floating around the place. It is mind boggling when you think about the potential of one good idea and its value to the business. Cha Ching! As sponsor of this report, GRT Business Solutions hopes that this year’s Collaborate 09 conference event summary report will help those who could not attend gather some fresh intelligence from this year’s Oracle user community event. For those of you who were there but



take bad notes, hopefully we can help you remember something you forgot. Because we all know Collaborate 09 is a business conference and we all know what goes on at those things. Let’s hope that the one good idea you need is somewhere in this summary report or connected to Collaborate 09 that will help you make millions and “stimulate“ our economy. Hope to see you all next year at Collaborate 2010 in Las Vegas. At least that is the rumor I heard at Collaborate 09. Anyone shoot craps? I am looking for someone who can teach me the finer points.

Yes, this picture is right side up. It’s just Orlando!

Just a building along the street

Off to the Exhibit Hall!

Buying books to sharpen knowledge


Keynote: Charles Phillips, President, Oracle Corp page 11 of 30

Keynote Charles Phillips President, Oracle

Notes: Please remember Oracle’s disclaimer about future-looking statements not being contractual. Reference the disclaimer on the Table of Contents page of this report. There is usually a webcast of keynotes available on www.Oracle.com. However, the link has not yet been found.

Vision = Complete. Open. Integrated. [JEM – This is consistent with last two conferences.]

Complete: Applications/ Middleware, Database, Infrastructure Open: Must be consistent Integrated: “Few companies want to take responsibility for integration. Oracle is taking

responsibility through Web 2.0.” Sun Microsystems is the 57th acquisition. Applications Unlimited is alive and well

JDE (JD Edwards) EnterpriseOne (E1) 9.0 delivered World A9.2 is coming – two World releases made since being acquired PeopleSoft 9.1 is coming shortly – probably around Oracle OpenWorld

Announcements: Extended support for existing software versions Oracle eBusiness Suite 12.1 – improvements focused on financials and technology Oracle Business Intelligence (BI) Applications – Release 7.9.6 – complete, best-practice

analytics that also allows you to build “beautiful” dashboards Application Integration Architecture (AIA) foundation pack release 2.4 – integration with

any application, upgradeable, uses standard middleware and is easy to change Process Integration Packs (PIPs) for transportation management and content

management (EBS, PS, Siebel) Beehive Collaboration software – only unified, built from the ground up collaboration

system for the enterprise Beehive Collaboration software – one product vs. many and only enterprise level unified

solution (Dana Gilmore presented) Enterprise messaging Team collaboration Real-time collaboration Unified experience for Users Unified platforms for IT

Oracle’s Strategy Update “This conference has become our mid-year

announcement platform.” “I like to introduce new products to customers, not

journalists.” [p] “Participate in your User Group – it’s how you

will influence what’s in your software.”

http://www.oracle.com/


Keynote: Charles Phillips, President, Oracle Corp page 12 of 30

Open, scalable, secure Outlook can be used as front end

Oracle recognizes the challenges their customers are going through. Their response: “Let’s think this through together.”

User Groups: The easiest way to get your voice heard by Oracle is participation in your User Group.

Opinion: Jean McClelland The announcements were as expected – enhancements to existing products. Beehive was actually announced at OpenWorld in September, 2008 (see Praxis Report). Talking to users at OpenWorld, the general opinion was that it was not quite ready for prime time. Now, seven months later, I still wasn’t able to find people that have been using it. Of course, my quest was limited to Collaborate attendees so it certainly was not a scientifically sound finding. Still, if this were the product of the future, wouldn’t there be more buzz? (OK… bad pun, but fun to write!) I Googled “Beehive Software” and the first entry was for a secure file transfer service. Hmmm… Mr. Phillips was his usual dapper and even self – great orator, tall, straight and speaking confidently. His messages were clear and consistent. It’s what he does and he does it greatly. I have to admit I thought it was funny when the person sitting next to me leaned over and asked if Phillips reminded me of President Obama. Well, to a hammer everything looks like a nail… right? So, in this case with me being a techie, I thought exactly the opposite. The first time I saw President Obama, I thought how much he reminded me of Charles Phillips! Then I found these on the Oracle website:

Interesting, yes? Opinion: In conversation with another attendee after the keynote: [p] “We haven’t been able to get AIA to work. We have to delay our go-live because of it.” [JEM note: Maybe this is an anomaly? …just reporting.]

http://blogs.oracle.com/irm/2009/02/charles_phillips_named_to_obam.html


Updates on JDE-E1, JDE-World, PeopleSoft page 13 of 30

JDE, PS Updates – Philosophy & Technology

(Generally, this session report is

separated by presenter. If [square brackets] appear, they show the

presenters’ initials.)

Notes: Please remember that any future-looking statements are not contractual statements per the Oracle disclaimer used in every session.

Basic Oracle ERP Philosophy – Lenley Hensarling The initial Enterprise Resource Planning (ERP) proposition was to provide applications to

cover the entire business. Oracle looked at what a complete set of solutions would really mean – financials, Supply

Chain, Infrastructure (multiple sets of choices on what you want to run the software on), manufacturing, logistics, procurement, Human Resources, capital assets, projects, sales, customer service (CRM) and more.

Now that ERPs are basically standard, Oracle is moving toward “Edge apps” – applications adjacent to the core applications such as Supply Chain Management (SCM), Project Management (PM), Business Intelligence (BI) and Software as a Service (SaaS).

Application Strategy – Complete, Open, Integrated In order to integrate you must be open. Example: Service Oriented Architecture (SOA) Really important to understand Application Integrated Architecture (AIA) because it

provides customers the freedom to add apps asynchronously. Fusion and AIA match up due to objects. The match will provide the ability to connect

what you have today to Fusion later. Apps you add as Edge apps will seamlessly integrate with Fusion later.

World and E1 groups doing integrations between have been merged. World is the best example of Applications Unlimited. By opening up both World and E1, it

provides a whole new set of possibilities. How long will it last? Hensarling doesn’t know but the end is NOT in sight.

Primavera – working to provide integration with E1. Needs AIA to work. Lowers (Total Cost of Ownership) TCO due to less redundant data entry process and

end to end visibility.

Technology Roadmap Audience Responses Approximately half the audience was on JDE-E1 The majority of the rest of the audience was on World PeopleSoft was represented by less than 10 people

Presentations Included in this Session Report Quest 54360 - Technology Roadmaps – Oracle – Jeff Erickson, Tom Carrell, Scott Schafer

All 62510 – Forward Momentum with JD Edwards – Lenley Hensarling (Oracle VP) Quest – 61790 – Electronic Document Dissemination 4 JDE World – Oracle - Tom Carrell



Agile PLM becoming Oracle Product Lifecycle Management MDM – Oracle Product Master Data Management. Provides:

Single point of truth to all operational, analytical apps, Lower data management costs Lower inventory costs through better information

Oracle User Productivity Kit (UPK) for JDE – Browser based developed or customized content for training with support for job aids, classroom materials, process documentation and test plans. Content topics include: Fundamentals Financials Supply Chain Asset Lifecycle mgmt SC Planning Supply mgmt Agriculture

UPK is EXCELLENT for new employees and modules that are only used intermittently.

JDE – E1 (JD Edwards EnterpriseOne) – Jeff Erickson Major releases are planned with at least 2 years in between 74% of E1 install base is on version 8.10 or above 43% on 8.12 4% on 9.0 Participate in the Tech SIG (Special Interest Group). The Tech SIG plays a very important

role in the technology roadmap. 57 enhancements made came through the Tech SIG 37% of Tech SIG requested enhancements have been implemented

BI apps (applications) embedded into E1 apps Users no longer need to leave the application to pull up analytics Will integrate transaction data with Beehive (collaboration software from Oracle) BI Publisher – Enterprise Edition is an important part of the future

Tools 8.98.1 – new platform certifications (incomplete list) Oracle Application Server 10g MS Windows 2008 Server MS Windows SQL Server 2008

Announcement - Oracle Enterprise Management Application Pack

• Provides complete technology management • Packaged as a separate product



“We’re not all that different [from E1]. We have a lot more in common… That’s what Oracle has brought to the table – the ability to use common objects.”

Tom Carrell, Oracle

IE 8 FireFox 3.0.3 …more

JDE – World – Tom Carrel Experiencing “ultimate reusability” by leveraging

complimentary Oracle Apps and technology World is now “playing in the BI arena” UPK (User Productivity Kit) will be available for

World potentially by end of summer 2009 Question to audience about how many were on

World – at least half raised their hand. “World and E1 are collaborating more and more”

CRM on-demand – working on PIP now A9.2 release – “…evidence that World is, once again, moving forward.” BI Publisher is a replacement for Crystal Reports All services have been rebuilt to work better with AIA Currently creating more PIPs

World group’s mantra: “Do more with less.” [LH] DeMantra is now integrated with World A9.1 and A9.2 Added to A9.2 – release possibly July 2009

BI Publisher Integration Built on import/export in World Batch or Interactive Parameters attach to data warehouse or Who’s Who Distribution profile What method Who (ad-hoc or list or list of lists – points back to Who’s Who) Template (e-mail transformation – reformats into XML)

E-mail – FTP (secure if using BI Publisher) Can be used as ad-hoc e-mail XSL – Extensible Stylesheet Language Works with any type of e-mail server - Use current e-mail server Can pass Document parameters to e-mail body Order # Dates Amounts Other JDE data Works with templates • In the future, the e-mail will have a parameterized URL that would allow access into

Steve Lawrence of GRT contributed to this report information. Thank you, Steve!



World applications for approval process BI Publisher can do complex bursting

PeopleSoft PeopleSoft Tools 8.5 is “a big release”

Major user interface changes More web services

PeopleTools blogs and other information http://blogs.oracle.com/peopletools email questions to [email protected] http://otn.oracle.com

Opinion: Jean McClelland As surprised as I was at the general lack of attendance for the conference, the fact that this room was only half filled was shocking. Then again, the agenda was so chock full of great learning opportunities, it was always hard to choose. There were customer-led sessions offered at the same time and I imagine that could be a reason for the low attendance or maybe people were looking for other things knowing they would get these messages at OpenWorld. Besides! You, the Praxis Report readers, knew you would get the information from here, right?

OAUG provided games and other fun things to do in order to get their members networking. It was great to see how successful they were at getting people together. To find out more about OAUG click here.

JEM Note: I had the privilege of interviewing IOUG’s Ian Abramson before the conference. I asked him how the economic downturn was affecting the IOUG membership. One of the many good answers he provided was about how laid-off people are taking this opportunity to update their skills to get new positions. Naturally, that’s one of the offerings from your chosen User Group. Be sure to check out Abramson’s video on the benefits of joining IOUG.

http://blogs.oracle.com/peopletools


http://otn.oracle.com/

http://www.oaug.org/

http://www.ioug.org


Notes on Upgrading page 17 of 30

Notes: If you are thinking about upgrading your JDE-E1 to E1 v9.0, Todd Griffith of GRT Business Solutions provided a very clear presentation on the enhancements available in 9.0. You can access it directly from this link.

Reasons to upgrade • [JB] Business has changed but ERP has not (The way the ERP was set up five years

ago no longer fits the business) • [JB] To change platforms • [JB] Desire to take advantage of new functions and features – without customizing • [BC] On XE, EDI did not work all that well and it does on 8.12 • [BC] Customer self-service portal (customers are very happy with it and we only made

a few tweaks from the vanilla software) • [BC] Customer relationship management • [BC] Path to Fusion (one of the leading reasons) • [BC] Support – Oracle, Unix, Windows • [BC] Distribution enhancement: work flow, RMA, sales update performance, load

balancing, order promising and future commits • [JB] New tools – 8.98

[JB] Types of upgrades L4L – Like for Like; i.e., a technical upgrade but not a functional one L4LE – Like for Like with Enhancements L4LEF – Like for Like with Enhancement and New Functionality – Note: This is a larger

upgrade project. [BC] Mayer Electric – another success story

• A SWOT analysis revealed that staying on XE was a threat. • Quote: “What are the real odds of Oracle supporting E1 forever? Come on.” • 8.12 is their third iteration of E1. XE was a fat client Citrix shop. The 8.12

Notes on Upgrading – JDE E1, W & PS

This session report combines information from the sessions

noted below.

In a Nutshell… The importance of planning cannot be over

emphasized.

Upgrading can be a short project with a good plan.

Using a partner for actions that your staff would have to learn to do once (and then not use again) saves money (assuming the partner already has done it on other projects).

Presentations Included in this Session Report Quest 58870 – Success Upgrading to JDE E1 8.12 while supporting over 1000 users at

over 50 locations – Barry Carden – CIO, Mayer Electric [BC] All 62510 – Forward Momentum with JD Edwards – Lenley Hensarling (Oracle VP) [LH]

Quest 56980 – JDE-E1 Upgrade-Mystery Solved – Jason Batte&Dan Barford (Terrillium) [JB]

http://www.grtbiz.com/reportpdfs/E&C9.0.pdf



implementation reduced the entire footprint. • Partners were used in each case. (First was Anderson. Last is CD Group – still their

partner and a co-presenter.) • Still running the web on the Citrix servers but there are less than them. They eliminated

a total of 15 servers. • Today’s users have an option of Internet access to JDE or Citrix access. Most choose

Citrix for response time. Note: They have T1 lines in all their branches. • Their IT department is 16 people including the CIO.

[BC] Upgrading to 8.12 has helped eliminate over 200 jobs. Quote: “Let’s face it. We in IT are here to make the business easier… and we did.”

[BC] Portal – the CSS server needs to be understood and requires a few pieces of specialized knowledge but definitely is not a full time job.

[BC] Mayer Electric - Targeted Improvement • Security • UPK – a very good tool and very easy to use. Especially excellent with business

process documentation. They built their own but did take some of the pre-built information. They were able to reduce the training department by 3 people. UPK paid for itself very quickly.

• Business Processes with Documented workflows (UPK) • EDI (Electronic Data Interface) • Customer Self Service Portal • Reduction of Custom Enhancements

[JB] “The Path to Success” (General Terrillium Project Milestones) Leverage client’s business and JDE knowledge to plan best solution Ensure open and frequent communication throughout the project Empower your upgrade team through both communication and defined decision criteria Review Prepare Integrate Deliver Support Quote” “Knowledge transfer is a key to success.”

[BC] Mayer Electric Project Milestones • CNC considerations Enterprise Hardware selection Selection between Oracle App Server or WebSphere (Changed to red stack just

because Oracle owns it. “It cost very little – after some pressure”) E1 8.12 install Upgrade DV733 Custom system code objects to 8.12 Customer self-service portal install

• Infrastructure: Mayer Electric did not use their partner for hardware selection because they were using Oracle, IBM, etc. to size the hardware. BC considers not using their implementation partner in this portion of the project a mistake. Stress tests showed that the hardware selected by the vendors would not run the system well. BC opinion: It would have been well worth spending the money to have their partner help with the



hardware due to their partner’s experience on multiple projects. • Infrastructure note: Verify additional loads on Power, Air, backbone switch and physical

room are within an acceptable range • Archiving and purging – did not do archiving before this implementation • Existing test case review resulted in addition of new cases. Mayer Electric now has

nearly 2,000 test cases for E1 8.12. • Conference Room Pilot (CRP) out-of-box 8.12 using the 2000 test cases • All previous and planned custom enhancements were challenged. • Software capability gaps identified and development began 10/07. Go live about 1 yr. • Testing – 3 phases were made through the test cases with the final test being an

Integrated Test simulating a day, month and year at Mayer – simulated a year end close • Three load tests were performed to size the system • Security redesign • Grid redesign • End user training (UPK)

[BC] What Mayer Electric is now using: • Financials • Customer self service • EDI • UPK • 3rd party – upgraded all these apps ahead of time

DSI Bottomline Corvu Biz Analytics Invois EDI translator …probably 5 others

[BC] Technical Design includes: • Linux servers • JVMs = 18 per web server, 13 production per server • 700 Citrix Thin Clients • 400 Laptops/Desktops • E1 8.12 – UPG 2

[BC] Mayer Electric Project Challenges • Custom indexes added to standard tables • Table changes to F4211 • Hardware sizing problems projected data conversion initially to be 2 weeks. Good

planning accomplished data conversion in 37 hours. • Customer self-service portal • Oracle Applications Server planned to run on IBM 570 LPAR but was moved to Linux • Core Dumps and Zombies

Mayer Electric’s upgrade was just ducky… but these ducks stay at the Peabody Hotel with a lot of the conference attendees.



• Citrix latency issue related to tabbing from column to column • Clearing of cache for prior month accounting transaction

[BC] Mayer Electric Upgrade Successes • Data conversions completed in 32 hours (due

to archiving and purging) • Reduction in the number of custom

enhancements • Role based security • Custom grids • Applications stable • Batch processing excellent • Positive End User acceptance • Training programs (UPK)

Opinion: Jean McClelland The Mayer Electric success story as presented by Barry Carden, their CIO was, hands-down, the best presentation of the conference for me. Here it was the last day of the conference and the subject of upgrading was such an important topic (for about the fourth conference in a row) that there were still 14 people attending the presentation. Wow. I wonder how many people would have been there if it were earlier in the conference. It is good to see that the methodologies described in most of the upgrade sessions are very much like the PricewaterhouseCoopers methodology (minus a lot of the detail) that I have often used. Therefore, I’m sure these common sense paths to success will work! I was especially impressed with the definition (by a consultant from CD Group) of when to use consultants and when not to. Jim Glover told the attendees to determine if what needs to be done is something that will be done once or many times and if, when complete, someone within the firm will need to know how it was accomplished. If the task needs to be done once and it is then finished, it is most likely a good candidate for a consultant to accomplish because the consultant has probably done this many times on other projects and your own people would have to go through the learning curve without using the knowledge again; i.e., it would be cheaper and faster to have the consultant do it. Right on!

Peer to Peer Advice from Barry Carden, CIO – Mayer Electric

“Know your limitations and use

partners where necessary.”

Note: Mr. Carden invited other End Users to contact him to discuss their success.

Sue Shaw (Shell Oil // incoming Quest president) did an excellent job of leading the Quest Membership Meeting. Quest in general did an excellent job of providing educational and networking opportunities for their members. Check out more about Quest here.

http://www.questdirect.org/


E1 Enterprise Asset Management Solutions page 21 of 30

Notes: Reported by Dave Koczera of GRT Business Solutions

Three Advanced Modules added:

Equipment Cost Analysis Condition Based Maintenance Resource Assignment /Crew Scheduling

Challenges for Asset Intensive and field service organizations

Modules to meet Challenges

Capital Asset Management (company owned) Service Management: Includes Warranty tracking (Maintenance Customer Equipment) CRM Case management – Traveling maintenance requirements.

JD Edwards EnterpriseOne Enterprise Asset

Management Solutions – 61570

Kem Butler

Oracle Corporation

In a Nutshell… Oracle’s strong continued commitment and

investment to the asset intensive organization. New added capabilities re-enforce the focus on

measurement and reducing cost with tools personalized to fit their business.

Complete solution flexibility for internal and external asset Maintenance with a complete back office integration.

mailto:[email protected]?subject=Question%20from%20Praxis%20Conference%20Report



Basic Industries Addressed:

Industrial Manufacturing Engineering and Construction Life Sciences Natural Resources and Oil and Gas Professional Services

Equipment Cost Analysis: Performs detailed Equipment Cost Analysis with a complete array

of cost to asset comparisons under different asset use environments. Much broader leveraging of intelligence on asset usage for maintenance and business

decision making to acquire new or maintain existing assets. Formula Based Cost Analysis: Provides a completely user defined ability to set

measurement criteria according to individual business model requirements. Condition Based Maintenance: Supports a holistic maintenance strategy regardless of

internal or external based asset or equipment maintenance needs. The user is able to define, configure and support its unique business model and business process requirements. Provides for maximum opportunity for increased productivity and predictability. Operating cost reductions opportunity can be enjoyed also.



Resource Assignments Process: This new capability allows the matching of work order requirements to resources availability, including skills and location. Also adds the ability to monitor job status against adequate capacity.

Interested parties can “ test drive” at www.Launch.oracle.com/testdrivejde Opinion: Dave Koczera – GRT Business Solutions As you all probably know, JDE for years has had a strong solution set for commercial and public sector organizations who pursue a strong asset management strategy for their business. Core functional capabilities to support internal asset maintenance or external maintenance through field service management and a strong back office integration has “been here” for years. What is new now is that affordable technologies are available today that bring information / transaction capture closer to where work is done. (Mobile Tools like Equential/rfSmart from ICS). The benefit is that now JDE developers are able to build in more advanced measurement and analysis tools. All of this is coupled with good, timely data company stake holders can judge the effectiveness of their Asset Management Strategies. The speed to decide and make adjustments is never more critical than in today’s markets and advancements shown in this session support today’s need for speed. The new capabilities mentioned above related to equipment cost analysis, and the new Formula Based Cost Analysis tools now available in JDE provides a complete ability to customize your Asset Leverage Strategy with a “you define it” measurement system. The Condition Based Maintenance is a terrific new ability to help companies to look forward and be predictive rather than reactive when it comes to Equipment Maintenance. For the companies who are ready to leverage this tool effectively, the opportunity to eliminate unexpected down time actually can save tons by reducing lost production time.

If you think the bigger-than-life projections were impressive at Collaborate, just wait until Oracle OpenWorld! (In the above case that’s Charles Philips twice over.) And/or, join us next year at Collaborate in Vegas!

http://www.launch.oracle.com/testdrivejde

http://www.grtbiz.com/


Women in Technology Luncheon page 24 of 30

Women in Technology Luncheon

Cindy Novotny

www.MasterConnection.com

Balance? What’s Balance? How we live must be discussed with our families, our friends and our work Working should empower you so that you can enjoy your family more Working from home requires some “crucial conversations” with your boss so your boss

understands that eight hours of work may take 12 hours to accomplish.

Live Powerfully Put your plans into action Decide what you like and don’t like. Do what you

like. No stress is no reality. Life is about getting rid of

the negative and enjoying the rest. Involve people in the energy of your work – now

more than ever.

Living with No Balance and Loving It! Working mothers are so compelled to give. It is to

their advantage to remember themselves in the equation.

“It’s not about being around 100% of the time but of being present 100% of the time you are around.”

Book: Build the Value. Share the Passion.

You are too busy… so what!

Get Happiness out of your work… or you may never know what happiness is!

What is it that you have to change right now to make it work? Do it.

Cindy Novotny waiting for her bus to Collaborate.

Balance is about doing what you NEED to do… the way you WANT to do it!


Women in Technology Luncheon page 25 of 30

Opinion: Dawn, an Oracle Project Manager: “I loved it! I need to get her book!” Nancy, an IT/Business liaison for a contractor services firm: “I really enjoyed it. I do the same cell phone thing with my 20 year old son!” [This quote references a story Novotny told about leaving her daughter a message that if the cell phone was not answered, her daughter would not have the cell phone on her mother’s dime.] Leona, a senior software engineer for a retail firm: “It was very validating.” April, a software trainer for a steel firm: [p] “I’ve decided that I work enough and therefore don’t have to be the one to clean my house. She’s so right on!”

The Hulk is a ride in Universal Studios’ Islands of Adventure. It’s definitely one of those extreme roller coasters with loops and twists and sprays and stomach knotting speed. I rode it 10 years ago. That was enough for me! The younger set seemed to still love it at the Wednesday night party. Me? I rode the Dr. Seuss couch ride.

JEM


Additional Sessions page 26 of 30

Additional Sessions

Presentations noted beneath subject heading

Value Chain Planning – a combination of SCM, BI Quest – 62940 – New Supply Chain Planning Options for JDE-E1 (Oracle – R. Goossens) Value Chain Planning = best of JDE and the best of Oracle. “Efficiently design, plan and service your product from factory to shelf.” (Oracle data sheet) Larger than SCM – includes production and distribution planning (through Demantra) and

uses BI tools for visibility. Trade planning optimization – promotion life analysis (New analytics to answer: “Are your

marketing promotions cannibalizing other products’ progress?” and “Which promotions return the best value and what is their impact on supply?”) Allows for collaborative planning – pulling suppliers into your planning process. Trade Management syncs sales, marketing and supply chain to enable predicting the

impact of your marketing campaigns.

Supply Chain Execution – a combination of SCM, BI Quest – 57000 – End-to-End SC Visibility w/JDE and Mobile Applications (rfSmart – Michael Morales) Visibility = Transparency + Connectivity

Better visibility helps companies achieve superior operations results Companies with global logistics and Supply Chain strategies are 96% more likely to

decrease order to cash cycle time and 4.3 times more likely to deliver on time. Any type of movement is subject to a visibility gap; hence, the need for mobile

applications. First mobile apps should be deployed on shop floor and in the warehouse. Supply Chain Execution (SCE) is a business strategy

Improve stakeholder value Optimize flow and storage of goods and services Address supply chain from receipt to point of consumption

“Business processes either add value or add to cost.” Actions that enable performance can also inhibit performance if used incorrectly. Performance is a function of people, process and technology – NOT revenue.

Hot Topics you will obviously hear more about! The power of SCM in combination with BI

Remote support – advantage?

Web. Web. Portals. More Web…

“Edge” apps like Primavera (more information in the next conference report!)

http://www.oracle.com/applications/scm/oracle-advanced-planning-command-center.pdf



Business Intelligence Quest – 57700 – The Business Case for BI – (Andrews Consulting, Bill McGinnis) BI as an analogy to baseball – NY’s Steinbrenner vs. the Oakland A’s Billy Beane

• NY was a winning team due to Steinbrenner paying premiums for the best players • Oakland used different statistics – different BI – like who could get on base • By 2005, Beane was winning at least 90% of the games that NY was winning but doing it

with 1/3 the payroll NY was paying • Conclusion – you must build from the bottom up. Business is based on decisions and

actions that follow those decisions. Visibility is key. BI provides visibility.

Example uses of BI Netflix makes it very easy to follow your interests – one click and new options appear

resulting in spending your money very easily Through BI, Homedics found out that a very small portion of their customers were

costing exorbitant freight costs. By adjusting this, their increased profit paid for a 6-figure implementation within a year.

HP created dashboards able to be seen by a variety of levels of management creating competition among managers to do better. Within a year they had saved $20M on their $1M investment to implement BI and the dashboards.

Why doesn’t everyone do this? Many of us have too much information that takes too much time to get to us. A lot of the needed data comes from outside the company Inside the company there are silos of information Customer profitability needs cost data from many of the silos within the company ERP was never designed for management reporting

In order to do BI effectively, you need a DW separate from your transaction database – to maintain speed on both the transaction system and the BI reporting.

BI Benefits Administrative Efficiency – Reduce data input therefore increase data accuracy. Revenue Increase – can make better pricing decisions/create better pricing strategy. Revenue Increase – the more you know about your customers, the more efficient your

service and the more and easier to create profit from existing customers (because you know them better).

Operating Efficiency – the manufacturing people are the people that need real-time information the most. Providing it to them will allow them to decrease costs by addressing challenges more rapidly.

Strategic Support – Executive dashboards contribute to better executive decisions through more accurate and timely information. Especially important in this economic environment is trend analysis – not only across years and months but week to week.

Quote: Bill McGinnis, Andrews Consulting

“The Apollo spacecrafts had less computing power than today’s cell phones.”



Traditionally, businesses use these downtimes to hone their businesses and improve processes and business strategy. For example, Tom Watson founded IBM in the ‘30s. When the upturn began, he was ready and the rest is history.

Book: Competing on Analytics, Tom Davenport. Q&A – Q: Government Agency – Decisions are often politically driven, why is BI important to

them? A: You can answer the question: How do I measure the value I create to continually earn the budget allocated to me?

Remote Support for your ERP Quest – 55260 – Aligning Business and IT Strategies – (One Neck, Brian Lamberger) Remote Infrastructure Management (RIM)

“Gartner expects the growth of RIM services to be explosive. By 2012, 70% of all North American companies will have RIM service contracts”

None of their resources sit where their data centers are Outsourced service will be better because you have a broader array of support options They have been busier in the last six months than ever before

Infrastructure Hosting Your company is usually still the first line resource

even though you are outsourcing An alarming rate of IT projects are not focused on

business goal deliverables. What to do: Assess and understand reasons your organization

would utilize hosting Look at the management models

Web. Web. Web… Portals. More Web. IOUG – 907 – Birds, Frogs, and other Biological Organisms – How to effectively serve multiple portal audiences – Mike Frame, Janice Gordon (USGS – www.nbii.gov) Tips and Tricks for Managing Portals on a Shoestring Budget

1. Maximize the Use of Experience Definitions 2. Utilize developer talent far and wide – Their developers are located across the country

and work for different organizations managing different data sets 3. Create clear development and deployment standards 4. Apply the “Reduce, Reuse, Recycle” principle to portal application development

Write code for reuse – configurable portlets, portlet templates (Example: Taxonomy Helper Portlet)

Recycle existing tools Going green can save you green!

[JEM Note: IOUG provided a number of sessions on web services and portal building. OAUG and Quest provided a good number of sessions on how the web will be affecting the access to your ERP software and collaboration among your various groups. Here we go!]

Gartner Quote

“Know what you are buying and how it will affect your business.”

http://www.nbii.gov/


Acronyms and Phrases page 29 of 30

Acronyms and Phrases Used in this Report For full meanings, I suggest you call one of the report sponsors or reference the Oracle website. Word/Phrase Explanation

apps applications

AIA Application Integration Architecture

BI Business Intelligence

CNC Configurable Network Computing

CRM Customer Relationship Management

CRP Conference Room Pilot

EBS eBusiness Suite – Oracle’s original ERP

EDI Electronic Data Interface

E1 JD Edwards EnterpriseOne ERP software – versions include 8.9, 8.10, 8.11, 8.12, 9.0 (most current)

ERP Enterprise Resource Planning

JDE JD Edwards – ERP software – both EnterpriseOne and World

MW Middleware – software that enables other types of software to “talk” to each other

PIP Process Integration Pack

PS PeopleSoft – ERP software

RIM Remote Infrastructure Management (outsourced support)

SCE Supply Chain Execution

SCM Supply Chain Management

UPK User Productivity Kit – a flexible way to create system documentation that can be used for training, compliance and business process documentation.

World or W JD Edwards World ERP software – versions include A7.3, A9.1, A9.2 (most current)

XSL Extensible Stylesheet Language One more note from Jean McClelland: Isn’t it interesting that software is trending toward helping us all communicate with each other? Why not just talk to each other? Isn’t that what we are doing with Social Networking?

Simplifying Business with Oracle/JD Edwards GRT Business Solutions is a full service professional services consultancy composed of veteran industry specialists who are Oracle Certified to the JD Edwards Engineering, Construction, Asset Intensive, and Field Service mid-market.

GRT experience is: Professional……. Expert ……. Reliable…….

Providing a complete menu of services from earliest planning stages, to final project closeout and ongoing management support. We tailor our services and staff to meet your needs and budget.

GRT high level of service: Minimizes Risk……. Maximizes Returns……. Client Driven…….

Delivering innovative consulting solutions which exceed expectations is the hallmark of every GRT project.

GRT achieves success: Rapidly……. Economically……. Predictably…….

Designing business solutions is an art and a science. The ability to leverage emerging technologies is a balancing of technology and proven methods and budget to insure sustainability.

GRT execution makes a difference: Commitment……. Communication……. Agility…….

Tackling the most difficult problems with skill & experience, GRT’s 11-year focus to Oracle/JDE, allows us to maintain an experienced consulting resource standard of a minimum 7 years “hands-on” JDE, plus prior direct industry experience.

GRT is in your shoes: Teamwork……. Insight……. Candor…….

Supporting our customers is easy when you have the best partners, information network, industry tools and people. Successful projects include a working combination of these and a healthy dose of Project Management.

GRT customer service tenets: Speed…….. Quality…….. Value……..

Find out more at www.GRTBiz.com Contact: David Koczera, Director Corporate Development / Direct: 303.942.0594 email [email protected]

http://www.grtbiz.com/
