Cloudy with a Chance of ERP Is Cloud just a "thing"?

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1 Cloudy with a Chance of ERP Is Cloud just a "thing"? Colin Dawes Chief Technology Office Syntax MONTREAL BOSTON TORONTO NEW YORK Simon Streeter Director, Applications Support First Capital Asset Management ULC Simon.Streeter@FirstCapitalRealty.ca

2 Abstract What is Cloud and why is everyone talking about it? Why should I outsource the management of my systems? In this session we will look at the IT trends and clarify cloud definitions, what they mean, which ones are applicable to EnterpriseOne and more importantly which ones are not. We will also example the reasons behind the general movement towards Cloud and Managed Services, examine opportunities for all to survive this trend and speak to amazing opportunities this presents for IT professional. In this session we will hear from Simon Streeter from First Capital Realty on why they have chosen to follow Gartner, outsource and focus on core business. 2

3 Agenda Information Technology Evolution About First Capital Realty (FCR) The History of JD Edwards at FCR Cloud Computing FCR in the Cloud Question & Answers 3

4 Information Technology Evolution 4

5 Consumerization of IT 5

6 Social 6

7 Mobile Computing 7

8 8

9 9

10 Computing Paradigm Evolution The Cloud is the new Utility 10

11 Computing Paradigm Evolution The Cloud is the new Utility 11

12 Cloud is the next step in the computing paradigm evolutionary tree & enabler of Consumerization of IT Social Mobile Computing The Internet of Things (IoT) Big Data & Analytics 12

13 About First Capital Realty 13

14 First Capital Realty One of Canada s largest owners, developers and managers of grocery anchored, retail-focused urban properties Real estate investments, valued at $8.3 billion 160 properties 23.7 million square feet (24.8 million at 100%) 14

15 The History of JD Edwards at FCR 15

16 DATE JD Edwards at FCR ACTIVITY 2008 Implement EnterpriseOne 8.12 Limited deployment of select modules FCR was a landlord only and did not do property management (outsourced) 2010 Upgrade to EnterpriseOne 9.0 EnterpriseOne used mainly for GL, AR and AP (with PO s) Created home grown Web Apps for real estate best practices (budget, forecast, reporting, property info, deal workflow) 12 Full-time developers FCR internalized property management 16

17 DATE JD Edwards at FCR ACTIVITY 2010 Movement of FCR infrastructure to Co-Location / Cloud (IaaS) Separate vendors managing infrastructure and ERP EnterpriseOne 9.0 performance issues and finger pointing Re-purposed newly purchased infrastructure for DR in Calgary 2015 New Chief Information Officer (CIO) 2015 Upgrade to Tools (EnterpriseOne 9.0) 2015 Selected Syntax as the go forward partner for CNC Managed Services Existing EnterpriseOne 9.0 System optimized and tuned 17

18 DATE JD Edwards at FCR ACTIVITY 2015 Re-implementation of EnterpriseOne EnterpriseOne 9.2 with Tools Change the Chart of Accounts (large reduction in COA) Replace home grown Web Apps with native EnterpriseOne functionality and other off the shelf software solutions 2015 Selection of in the Syntax Enterprise Cloud (PaaS) for hosting FCR to switch the model to whoever manages the application also hosts the application 2015 Selection of Syntax for Application Managed Services (AMS) 2016 Go-Live on EnterpriseOne 9.2 with Tools (Planned) 18

19 JD Edwards at FCR FINANCIAL MANAGEMENT: General Ledger Expense Management Cash Management Accounts Payable Fixed Asset Accounting Accounts Receivable Advanced Cost Accounting Financial Reporting Financial Planning and Budgeting ANALYTICS: Analytics Enterprise Performance Management HUMAN CAPITAL MANAGEMENT: HCM Foundation Human Resources Time and Labor Payroll Employee & Manager Self-Service erecruit CUSTOMER RELATIONSHIP MANAGEMENT: CRM Foundation Mobile Sales Sales Order Management Demand Consensus Sales Force Automation Advanced Pricing Agreement Management Configurator Product Variants Multi-Channel Support Solution Advisor Case Management Customer Self-Service Branch Scripting CAPITAL ASSET MANAGEMENT: Work Order Management Equipment Cost Analysis Condition Based Maintenance Resource Assignments TOOLS AND TECHNOLOGY: Tools IBM Technology Foundation Oracle Technology Foundation 19

20 JD Edwards at FCR MANUFACTURING: Demand Flow Manufacturing Plant Manager s Dashboard Manufacturing Management (PDM, ETO, Shop Floor) Requirements Planning Quality Mgmt Blend Management Configurator SUPPLY CHAIN PLANNING: Production Distribution & Planning Supply Planning & Vehicle Loading Production Scheduling Demand Forecasting Sales & Operations Planning Demand Consensus Order Promising Advanced Forecast Modeling Supply Chain Business Modeler Strategic Network Optimization SUPPLY MANAGEMENT: Buyer Workspace Agreement Management Procurement & Subcontract Management Supplier Self-Service Operational Sourcing Requisition Self-Service Grower Management Grower Pricing & Payments SUPPLY CHAIN EXECUTION: Transportation Management Inventory Management Warehouse Management Advanced Stock Valuation Bulk Stock Inventory RFID Processor Demand Scheduling Execution PROJECT MANAGEMENT: Project Costing Contract and Service Billing Change Management REAL ESTATE AND HOME CONSTRUCTION: Real Estate Management Analytics Advanced Real Estate Forecasting Homebuilder Real Estate 20

21 Cloud Computing 21

22 Cloud Advantages 22

23 Cloud Disadvantages Control Information Security more breaches locally than in the cloud Compliance / Privacy HIPPA, USA Patriot Act, Canada ACT Where can data legally be stored? Capability Contracts and Lock-Ins 23

24 Cloud Computing Definition 24

25 Cloud Deployment Models Private, Public or Hybrid Cloud 25

26 Cloud Deployment Model 26

27 Cloud Service Models IaaS, PaaS or SaaS 27

28 Infrastructure - On Premise or Hosted 6/22/ BOSTON MONTREAL NEW YORK TORONTO

29 Managed Services and/or Cloud Hosted 6/22/ BOSTON MONTREAL NEW YORK TORONTO

30 Cloud Choices for JD Edwards EnterpriseOne Range of options for JD Edwards customers on the Syntax Enterprise Cloud On Premise Customer Managed On Premise Syntax Remote Managed Syntax Enterprise Cloud (IaaS) Syntax Managed Syntax Enterprise Cloud (SaaS) Syntax Enterprise Cloud (SaaS) JD Edwards Complete ERP Suite Yes Yes Yes Yes - BPS Yes - BPS CNC Management Customer Hosting Location Customer Customer Software License Customer Customer Customer Change Control Customer Customer Customer Customer Application Management Customer Customer Customer Customer Customer Managed Hosted & Managed 30

31 FCR in the Cloud 31

32 FCR in the Cloud 32

33 FCR Before Cloud All systems hosted at Colocation / Cloud Citrix Centric environment with 99% terminal only access for EnterpriseOne, Office, , etc. ERP Performance Issues & Finger Pointing FCR to switch the model to whoever manages the application also hosts the application No more finger pointing 33

34 FCR Cloud Migration New EnterpriseOne 9.2 Environment Built & Tested Selective data conversion from E9.0 to E9.2 Reporting via Insight required custom solution Reporting & BI performance is best when data is close to the application FCR had a large Insight (Hubble) installation across 26 Citrix servers in their current co-location / cloud How do you maintain performance if the data is elsewhere? 34

35 FCR Cloud Migration Options were (1) Move everything, (2) Move nothing and continue with co-location / cloud (3) Devise another solution Solution is to leverage SQL Server Native Replication to replicate data from the Syntax Cloud back to the current colocation / cloud. Achieves FCR objective of whoever owns also manages Simplifies project and maintains timelines Reporting performance maintained (vs WAN) 35

36 FCR Cloud Benefits Incident Mgmt, SLA s & KPI s Syntax Customer Success Manager -SPOC Bi-Weekly Status Meetings Syntax EnterpriseCare Reports Ability to Scale Access to Technical Expertise One back to pat 36

37 DATE Next Steps for at FCR ACTIVITY 2016 Go-Live on EnterpriseOne 9.2 in the Syntax Enterprise Cloud Limited deployment of select modules 2016 Go-Live on ERP Extended Applications Microsoft CRM OneStream Propadex (Lease Admin Team) Real Logic WebApps (retire) 37

38 Next Steps for at FCR DATE Future Future ACTIVITY Modernizing IT Infrastructure Terminal Based Citrix Applications Rich Local Applications IT Asset Management Desktop Support Exchange Server Office 365 Office 2013 Office 365 Sharepoint Office 365 Accounts Payable Automation Work Orders for Buildings Automation 38

39 Questions? 39