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Matthew Topfer insightsoftware.com

The New Age of JDE Reporting

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Page 1: The New Age of JDE Reporting

Matthew Topfer

insightsoftware.com

Page 2: The New Age of JDE Reporting

The New Age of JDE Reporting

Are you trying to automate the traditional reporting process (design, build, send and defend) or are you rethinking the way you deliver business answers to your organization?

With a growing number of reporting tools available for JDE, all claiming to be end user focused, what are the key factors in deciding your ERP reporting strategy?

• Learn of the bigger opportunity to revitalize your JDE implementation and challenge some reporting sacred cows by ensuring a reporting strategy that addresses:

• What functionality is needed to enable smarter decisions enterprise-wide.

• How to accelerate tangible benefits from your ERP investment without consuming all your IT resources.

• How to generate productivity gains in finance – the neglected core of your business.

Page 3: The New Age of JDE Reporting

Traditional reporting

• Difficult process

• Resource-intensive

• Report after report after report

A Better Reporting Process

• Greater insight

• More answers

• Fewer reports

Page 4: The New Age of JDE Reporting

Streamline Report Development

• Allow users to manage their own reports • IT focus on complex, value added initiatives

Page 5: The New Age of JDE Reporting

MANAGEMENT really wants…

Increased visibility to critical information

Improved organizational productivity Higher

revenue and profits

Page 6: The New Age of JDE Reporting

IT really wants…

To get out of the report building business

More time for strategic initiatives To add

high value to the organization

Page 7: The New Age of JDE Reporting

USERS really want…

The business answers they need, with

information they can trust, right when

they need it.

Page 8: The New Age of JDE Reporting

Imagine if…

…your end users had the right information to answer their own questions

…you didn’t have inefficiencies in your organization due to bad data

…your business processes were truly optimized

…finance wasn’t burdened with data cleanup and massaging

…you could integrate your ERP, budgeting, and reporting systems

…your IT group was no longer consumed with managing reporting technology and building reports for end users

Page 9: The New Age of JDE Reporting

Understand your business

Manage your business

Predict your business

an enterprise information company

Page 10: The New Age of JDE Reporting

JUST IMAGINE

one system that connects your people, data and processes

Page 11: The New Age of JDE Reporting

Cloud-based collaborative BPM – discover, discuss, visualize and share

Page 12: The New Age of JDE Reporting

Rethink Reporting

Decision makers immediately help themselves to answers they need

What this means for operations

• Less requests, less time building reports and going back and forth on Q&A, more strategic work.

What this means for managers

• Users answer their own questions on the fly, right when they need to – manage by exception.

Page 13: The New Age of JDE Reporting

Integrated Budgeting

Less Error We don’t separate the budgeting process from

JD Edwards

Less Hassle Automation keeps all stakeholders in sync

Less Time Making revisions and approvals easy is the key to reducing cycle times

Page 14: The New Age of JDE Reporting

Remodel Processes

Would fluid access to your ERP data simplify or eliminate Band-Aid processes?

Pre-built and custom templates across your entire ERP.

End users create ad hoc inquires or reports in minutes and run them in seconds.

Page 15: The New Age of JDE Reporting

Bloor report on implementation time

Time

Page 16: The New Age of JDE Reporting
Page 17: The New Age of JDE Reporting

Reality of Spreadsheets Data Information

Export Cleanse Analyze

85% of time

74% of time Cleansing the same report over

& over again

5-10 % of time 5-10 % of time

GOAL: Reverse the formula! Spend time analysing instead of constructing

Page 18: The New Age of JDE Reporting

JDE Implementation & Upgrade Typical Advantages

1. Reduction of risk & time for report writing

2. Dramatic cost savings for report development

3. Users Empowered immediately

4. Rapid and simplified Data Migration Validation

5. Validation of Master Data and Transactional Integrity

Page 19: The New Age of JDE Reporting

System Optimization Typical Advantages

1. Integrity Management

2. Reduced Integrity Batch Processing

3. Reduced Restatement Batch Processing

4. Reduced Batch Processing for Month End

5. Chart of Accounts Re-structure

6. Budget Upload

7. Report Development Management

8. Intercompany Processing

Page 20: The New Age of JDE Reporting

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