Story. Strength. Strategy. Fundamentals of JD Edwards EnterpriseOne.

Transcription

1 <Insert Picture Here> Story. Strength. Strategy. Fundamentals of JD Edwards EnterpriseOne. Lyle Ekdahl Vice President Product Strategy Oracle JD Edwards EnterpriseOne

2 The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle.

3 Topics. JD Edwards EnterpriseOne Our Story New Customers. More Upgrades. Growing Ecosystem. Our Strength An evolving product line that leverages Oracle. Our Strategy Planned releases and incremental delivery. Closing Remarks Q + A 3

4 <Insert Picture Here> Our Story. The Background of JD Edwards EnterpriseOne 4

5 JD Edwards EnterpriseOne is a proven ERP software suite of pre-integrated business applications with extensive core, operational and specific industry functionality for organizations of any size engineered for: Rapid deployment Low total cost of ownership Flexible configuration Scalable growth Technology choices Additional integrations 5

6 Embedded DNA Drives JD Edwards EnterpriseOne Functionality Flexible Speed = Integrated? Choice Global + Integrate $ Total Cost of Ownership Industry Focus Scale History Green 6

7 Integrated. Pre-Built Horizontal Architecture Connects All Modules Individual JD Edwards EnterpriseOne Applications Module JD Edwards EnterpriseOne Tools Layer 7

8 Flexible. Configure System to Business Requirements with Soft Coding Option 1 Option 2 Processing Options UDC UDC UDC n User Defined Field Values Record 1 Record 2 Record 3 Record 4 Data Selection Roles and Responsibilities 8

9 Fast. Configure and Deploy Quickly to Realize Value Sooner Wizard + Template Oracle Business Accelerators for JD Edwards EnterpriseOne 9

10 Choice. Run JD Edwards EnterpriseOne with Popular Technologies Database Hardware O/S Browser 10

11 Scale. Business: Add Applications and Users with Initial Architecture Phase 3 + Phase 2 Initial go-live Business Growth + Increase Users as Needed Individual Applications Module JD Edwards EnterpriseOne Tools Layer 11

12 Scale. Technology: Add Capacity with Initial System Design Initial go-live Phase Phase Phase

13 Functionality. One Suite of Extensive Core and Deep Industry Features Financial Supply Chain Planning Supply (Procurement) Supply Chain Execution (Logistics) $ Core Operations Supply Chain Mgt Industry Specific Analytics Order Human Capital Customer Relationship Manufacturing Project Capital Asset Real Estate and Home Construction Food and Beverage Producers (Agribusiness) 13

14 TCO. Low Total Cost of Ownership Adds Lifetime Business Value Customer inputs Regulatory inputs Technology inputs Acquisition inputs Single UI paradigm Single application space covering major business functions Single integrated tool and application infrastructure Single database and model Less IT support staff Simplified cross function, multi role use More resources for other needs and efforts Low TCO $ 14

15 Integrate. Connect Oracle, Legacy, Home and Third Party Applications Custom Legacy ISV Oracle AIA (PIP) Direct Batch Third Party 15

16 Global. Global Ecosystem. Global Resources. Country Localizations. Customers Partners Employees JD Edwards Development Office or Campus 16

17 Focus. Key Industries Guide Product Development Engineering and Construction (Projects and Services) CPG (Agriculture and Consumables) Manufacturing and Distribution (Wholesale Distribution) Asset Intensive (Energy, Resources, Real Estate) 17

18 History. 3+ Decades of ERP Leadership. JD Edwards EnterpriseOne B7.1.2 OneWorld B7.3.1 B7.3.2 B7.3.3 Xe v2 ERP8 Xe 8.0 ERP SP A7.3 A8.1 A9.1 JD Edwards World JD Edwards Corporation (1977 to 2003) PeopleSoft Corporation (2003 to 2005) Oracle Corporation (since 2005) JD Edwards Corporation PeopleSoft Oracle 18

19 Green. Across our company, products and customers. Corporate Customers Software Oracle implementing recycling, energy reduction, mass transit and paper reduction policies JD Edwards customers offer green oriented products and services Embedded ERP functionality for supporting environmental data and efforts 19

20 The Complete Picture of JD Edwards EnterpriseOne Integrated Functionality Choice Low TCO Scale Fast $ Core Operations Supply Chain Mgt Industry Specific 20

21 Providing Complete Solutions for Companies that Have Customers Spend Money Buy Things own Property and Assets Manage People move and store Things Make Things care about Compliance 21

22 The JD Edwards EnterpriseOne Footprint. For Fast Growing Businesses of any Size Financials Manufacturing Analytics Supply Chain Planning Human Capital Order Customer Relationship Capital Assets Tools and Technology Supply (Procurement) Supply Chain Execution Food and Beverage Producers Projects Real Estate and Home Construction 22

23 integrated for General Business Operations FINANCIAL FINANCIAL MANAGEMENT: MANAGEMENT: Financial Financial (General (General Ledger Ledger Accounts Accounts Payable Payable Accounts Accounts Receivable Receivable Fixed Fixed Asset Asset Accounting Accounting Advanced Advanced Cost Cost Accounting) Accounting) Expense Expense ANALYTICS ANALYTICS AND AND BUSINESS BUSINESS INTELLIGENCE: INTELLIGENCE: Plant Plant Manager s Manager s Dashboard Dashboard Financial Financial and and Compliance Compliance Console Console HUMAN HUMAN CAPITAL CAPITAL MANAGEMENT: MANAGEMENT: HCM HCM Foundation Foundation Human Human Resources Resources Time Time and and Labor Labor Payroll Payroll Self-Service Self-Service (Employee (Employee and and Manager) Manager) erecruit erecruit ORDER ORDER MANAGEMENT: MANAGEMENT: Advanced Advanced Pricing Pricing Agreement Agreement Sales Sales Order Order Product Product Variants Variants Demand Demand Scheduling Scheduling Execution Execution Configurator Configurator CUSTOMER CUSTOMER RELATIONSHIP RELATIONSHIP MANAGEMENT: MANAGEMENT: CRM CRM Foundation Foundation Sales Sales Order Order Sales Sales Force Force Automation Automation Advanced Advanced Pricing Pricing Multi-Channel Multi-Channel Interaction Interaction Manager Manager Solution Solution Advisor Advisor Case Case Customer Customer Self-Service Self-Service Branch Branch Scripting Scripting PIM PIM Synch Synch CAPITAL CAPITAL ASSET ASSET MANAGEMENT: MANAGEMENT: Work Work Order Order Resource Resource Assignments Assignments Equipment Equipment Cost Cost Analysis Analysis Condition Condition Based Based Maintenance Maintenance TOOLS TOOLS AND AND TECHNOLOGY: TECHNOLOGY: Tools Tools Oracle Oracle Technology Technology Foundation Foundation IBM IBM Technology Technology Foundation Foundation Oracle Oracle BI BI Publisher Publisher (XML (XML Publisher) Publisher) 23

24 with Supply Chain and Industry Strength. MANUFACTURING: MANUFACTURING: Demand Demand Flow Flow Manufacturing Manufacturing Manufacturing Manufacturing (PDM (PDM ETO ETO Foundation Foundation Shop Shop Floor Floor ) ) Requirements Requirements Planning Planning Quality Quality Configurator Configurator SUPPLY SUPPLY CHAIN CHAIN PLANNING: PLANNING: Supply Supply Chain Chain Business Business Modeler Modeler Production Production Distribution Distribution and and Planning Planning Production Production Scheduling Scheduling Order Order Promising Promising Strategic Strategic Network Network Optimization Optimization SUPPLY SUPPLY MANAGEMENT: MANAGEMENT: Buyer Buyer Workspace Workspace Agreement Agreement Procurement Procurement and and Subcontract Subcontract Supplier Supplier Self-Service Self-Service Operational Operational Sourcing Sourcing Requisition Requisition Self-Service Self-Service SUPPLY SUPPLY CHAIN CHAIN EXECUTION: EXECUTION: Transportation Transportation Inventory Inventory Warehouse Warehouse Advanced Advanced Stock Stock Valuation Valuation Bulk Bulk Stock Stock Inventory Inventory RFID RFID Processor Processor FOOD FOOD AND AND BEVERAGE BEVERAGE PRODUCERS: PRODUCERS: Grower Grower Grower Grower Pricing Pricing and and Payments Payments Blend Blend PROJECT PROJECT MANAGEMENT: MANAGEMENT: Project Project Costing Costing Project Project Change Change Contract Contract and and Service Service Billing Billing Project Project and and Government Government Contract Contract Accounting Accounting REAL REAL ESTATE ESTATE AND AND HOME HOME CONSTRUCTION: CONSTRUCTION: Real Real Estate Estate Advanced Advanced Real Real Estate Estate Forecasting Forecasting Homebuilder Homebuilder New in release

25 Built for Meeting Industry Business Requirements Horizontal Integration Vertical Integration $ Core Operations Supply Chain Industry A B C JD Edwards EnterpriseOne Industry Module Other Oracle Applications Products 25

26 <Insert Picture Here> Our Strength. JD Edwards EnterpriseOne Global Growth 26

27 Continued Growth and a Healthy Ecosystem. Sales (Y/Y growth sales revenue) Deals (total count) Customers (net-new by count) + double digit + >1,000 + hundreds Data FY08/FY07 27

28 FY08 Customer Success. A Small Sampling. Consumer Packaged Goods Manufacturing & Distribution Engineering and Construction Agriculture, Food and Beverage Producers Natural Resources Real Estate Travel and Transport Green Energy Silver Maple Inc. 28

29 FY09 Q1 Success. Continued Growth. Northwest Company Net-New CPG USA Avon Install Base CPG USA Navajo Nation Gaming Net-New Travel/Tourism USA RiceTec, Inc. Net-New Agriculture USA Mitsubishi Foodtech Net-New Mfg Japan Gabetti Install Base Real Estate Italy Jipangu, Inc. Net-New Nat Res Japan Hulic Net-New Real Estate Japan Debbas Industries Net-New Distribution Lebanon 29

30 FY08: Global Customer Growth, Product Investment expansion phase 2 plan expansion Apex Silver localization investments planned expansion FY09 FY10 30

31 <Insert Picture Here> Gary Jabara Founder, President and CEO Mobilitie New Commercial Real Estate Customer JD Edwards EnterpriseOne enables us to be very lean. We feel like Captain Kirk on the Enterprise, where we have these wonderful applications and systems that can handle whatever anybody s going to throw at us. 31

32 <Insert Picture Here> Jeff Pattison CFO Renewable Energy Group New Biofuels Production, Distribution Customer We found JD Edwards EnterpriseOne software easily adaptable to our industry and user friendly. Superior technology coupled with excellent technical support will save REG precious time and provide us with a significant cost savings. 32

33 <Insert Picture Here> Linda Hermanson Information Services Manager City of Redmond, Washington New Public Sector - Oracle Accelerate Customer With JD Edwards EnterpriseOne and our partner s business expertise, the City of Redmond is poised to move forward as technology changes and continually impacts the way we do business. 33

34 <Insert Picture Here> Dave Lawrence President, Global Mold Technologies D-M-E Company Customer migration from JD Edwards World D-M-E Company and Milacron, Inc. chose JD Edwards EnterpriseOne system because it provides a new level of flexibility that allows us to contribute to our customers success, every step of the way. We will continue to leverage these applications as we continue to expand our business at home and abroad. 34

35 <Insert Picture Here> Our Strategy. JD Edwards EnterpriseOne s Ongoing Investment 35

36 Oracle and the JD Edwards Strategy 1) Applications Unlimited 2) Oracle Solution Footprint 3) The Next Generation (Fusion Infusion) 36

37 Oracle Offers Businesses a Choice 1 Continue with current, supported applications system which will be protected and extended indefinitely into the future 2 Based on your business requirements and timeline, upgrade to Oracle Fusion Applications Whatever Customers Decide, Oracle Will Take Care! 37

38 Oracle s Next Generation of Business Applications is Called Fusion Applications An Integral Part of Oracle s Fusion Trilogy: Architecture Middleware Applications 38

39 Oracle s Application Strategy Complete Open Integrated Comprehensive Industry Portfolio Standards-Based Architecture Designed to Work Together More Value Less Complexity More Choice Less Risk More Flexibility Less Cost 39

40 Putting You on the Path to The Future. New Applications Extensions and Upgrades Oracle Fusion Middleware Applications Unlimited Services Application Integration Architecture Enterprise 2.0 Common BI 40

41 Winning JD Edwards Release Strategy Industry Theme Coupled to Broad Footprint Investment Oracle Release Industry Theme New Products for Theme Broad Footprint Activity 9.0 (2008) Project (E&C, Govt. Contractors, Professional Services) Project and Government Contract Accounting 8.12 (2006) Food and Beverage Producers Grower Grower Pricing and Payments Blend Incremental and Additive Enhancements 8.11 (2005) Industrial Manufacturing Demand Flow Manufacturing 41

42 On-Going Investment for Business Benefits. One Goal More Enterprise Business Value for Success. 3 Acquired Oracle Apps Core 1 2 Technology Fusion Middleware 4 Oracle Business Intelligence Apps AIA Data Warehouse Fusion Apps 5 42

43 More Oracle Business Solutions. More Best-of-Breed Solutions for JD Edwards. Third Party/ Legacy Future Acquisitions Oracle Applications ON-DEMAND Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. 43

44 Why Release 9.0 Matters More Than Ever Release Release demonstrates Oracle s strong commitment to JD Edwards EnterpriseOne 9.0 delivers the right value to customers in an uncertain economy 9.0 developed with an unparalleled level of quality testing 44

45 Additional Industry Investment in Traditional, Core JD Edwards Segments in Release 9.0 Release Release Financial More allocations include burdening Define data relationships between business data More expense management options Better general ledger performance Order Component level processing with components of kits as individual items Component substitution replaces one item with another as needed Kits on blanket and quote orders give customers set quantities at set prices. 45

46 Additional Industry Investment in Traditional, Core JD Edwards Segments in Release 9.0 Release Release Human Resources Labor descriptions for contract labor categories Compliance with CAS accounting standards for time entry to payroll and G/L Timecards, Payroll Timecard corrections to adjust billing with compliance Total Time Accounting method adjusts salaried employees timecards for payroll and labor billing accuracy Rule driven calculations for payroll 46

47 Additional Industry Investment in Traditional, Core JD Edwards Segments in Release 9.0 Release Release Industrial Manufacturing Dynamic configurator has instant feedback with valid options/questions Price/cost adjustments using dates provides transaction date flexibility Component purchase orders at order entry automatically processed Food and Beverage Producers Enhancements for harvesting operations, maturity dates, weigh tags, mass contract updates Added blend management ability for samples, lots, trial blends and more. 47

48 Additional Industry Investment in Traditional, Core JD Edwards Segments in Release 9.0 Release Release Real Estate Added expense participation for added lease scenarios Distinguish between physical and economic occupancy Gross up processing with tenant exclusions; leased, not occupied space Home Builders Vendors-on-the-fly designate vendors for takeoff contracts Cost allocations for closing worksheets National purchasing agreements with designated suppliers and costs 48

49 Lower TCO. More Choices. Happier Users. JD Edwards EnterpriseOne Tools 8.98 Tools Tools Release Goal Reduce TCO Improve user experience Leverage more Oracle technology Delivered Results Better monitoring of batch jobs Easier customization deployment Faster installation Improved look and feel Better user controls of reporting More efficient use of screen real estate Support for Oracle VM Oracle BI Publisher for interactive reporting Oracle Database for local data 49

50 User Interface Matches Oracle SWAN Standards Easier to Use. Helps Users with other Oracle Applications. Lock Toolbars Better Error Notification Tools Tools

51 JD Edwards EnterpriseOne Roadmap Release Strategy - Incremental Value Delivery Applications Tools Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. 51

52 Embedded BI in JD Edwards EnterpriseOne Actual Prototype Example using Financial Evaluating Customer Account Balance Review Percent Credit Limit Used Trend Increase Credit Limit JD Edwards EnterpriseOne OBIA Report Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. 52

53 Project Activities for Next 12 Months JD Edwards EnterpriseOne Broad Investment Applications and Industries Oracle Product Integrations Regulatory Core Financials Project and Services Order Fulfillment and CPG Oracle Transportation (OTM) Oracle CRM OD PIP 8.11 SP1 FIS Business Services 8.11 SP1 FIS (RSS, OP) Agile PLM OBIEE/OBIA Bulk Inventory Regulatory Changes Canadian Record of Employment EFT Child Support Data Privacy Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. 53

54 Project Activities for Next 12 Months JD Edwards EnterpriseOne Localizations Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. 54

55 Investment Guides and Principles Driving the Future of JD Edwards EnterpriseOne Lower Customer TCO Continued Fusion Integration Greater Business Insight Enhanced Tools More, Deeper Industry Solutions More Globalization 55

56 <Insert Picture Here> Closing Thoughts. JD Edwards EnterpriseOne 56

57 More Customers. More Product. More Success. More JD Edwards EnterpriseOne in More Places More Often. Our community is growing Strong double digit growth. More customers. More partners. More products. Customer movement continues rapidly JD Edwards EnterpriseOne customers are upgrading. Other Oracle products add value to JD Edwards Oracle acquisitions are part of the JD Edwards ecosystem More applications releases and products are coming Incremental Value plan taking shape Releases 9.1 and 8.99 provides longer term roadmap 57

58 Why JD Edwards EnterpriseOne? Enterprise software for managing business processes and solving business challenges for any-size business with a 30+ year heritage. A business application that grows and evolves with your business regardless of size Small, Medium or Big Local or Global A software package that works with a broad range of technical infrastructure choices. A solution backed by one of the largest software firms in the world with continued investment and innovation fueled by a $2B+ R&D budget and strategic acquisitions. Experience across all industries with exceptional, in-depth knowledge of industrial manufacturing, engineering and construction, oil and gas, natural resources, chemicals, consumer products and wholesale distribution 58

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60 COPYRIGHT Copyright 2008, Oracle Corporation. All Rights Reserved.