How To Make JDE Work For You and Help Run A More Effective Management Team!

Transcription

1 How To Make JDE Work For You and Help Run A More Effective Management Team! Session ID#: JDE Prepared by: Steven Yniguez Senior Manager, Tech Services Grant Thornton Craig Davied Director, JDE Practice Grant Thornton #JDEINFOCUS

2 About your presenters from Grant Thornton Steven Yniguez Experienced Manager, Technology Solutions Chicago, IL Executive summary Steve is an Experienced Manager with Grant Thornton in the Technology Solutions practice. He has over 20 years of consulting experience, across a diverse set of companies and industries. Steve's experiences include planning and program management of multi-faceted implementation projects, hands on management and implementation of ERP software packages, and business process reengineering. Prior to Grant Thornton, Steve was a Director for the Chicago Chapter of APICS, the society of Operations Management. He has deep experience with the processes and configuration of the JDE Maintenance, Manufacturing and Material Planning modules. Steve has both World and EnterpriseOne experience with multiple releases of the software. Prior to consulting, Steve came from the Aerospace and Defense industry where he served in operations management. Industries Consumer Products Pulp and Paper Metals and Mining International Distribution Construction Wood Products Public Sector Manufacturing Education Masters of Science Degree in Business Administration, Keller Graduate School of Management

3 About your presenters from Grant Thornton Craig Davied Director, Technology Solutions Kansas City, MO Executive summary Craig is a Director with Grant Thornton in the Technology Solutions practice. He has over 18 years of consulting experience, across a diverse set of companies and industries. Craig's experiences include planning and program management of multi-faceted implementation projects, hands on management and implementation of ERP software packages, business process reengineering and system architecture design. Prior to Grant Thornton, Craig was a founding member of MarketSphere s JD Edwards practice in 2002 and was responsible for managing and delivering projects, practice development, solution design and staff management. He has deep experience with the processes and configuration of the JDE Finance and Distribution modules, specifically with the General Ledger, Accounts Payable, Accounts Receivable, Job Cost, Contract Billing, Procurement / Subcontracts, Sales, Inventory, and Advanced Pricing. Craig also has experience with multiple releases of the software. Prior to joining Grant Thornton Consulting from MarketSphere, Craig was an experienced consultant in a Big 5 consulting organization and has over 18 years of professional experience. Industries Consumer Products Retail Metals and Mining Mineral Exploration Drilling Construction Water Management Aggregates Pet Food/Manufacturing Textiles Public Utilities Inbound / Outbound Transportation Education Bachelor of Science in Business Administration / Finance, Kansas State University

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6 Should be easy, right??? 68% of IT projects fail. Source: ZDNet Survey (2009) On average, large IT projects run 45 percent over budget and 7 percent over time, while delivering 56 percent less value than predicted. Source: McKinsey&Company Survey (2012)

7 Should be easy, right??? You manage your hiring process. You get plenty of qualified applicants, hire the best candidates with great references, provide them with an excellent onboarding experience and train them on the ways of your company... When it was time to replace your old ERP, you pooled your team together, collected your requirements, selected the best fit ERP solution (JD Edwards), and went through a thorough implementation confirming all key aspects of your business are covered So How Hard Can That BE???

8 Well

9 Typical Cycle Gather Req. Selection Plan Design Build / Test Train / Deploy Go-Live / Support Now What??? User Adoption = Key Area of Return on Investment

10 Some basic tools to help user adoption Custom Menus Grid Overrides Exports to Excel UPK Etc

11 UPK Examples

12 UPK Examples (cont'd)

13 Many client use these How have these tools been received?

14 Complaints / Common Gripes? What are some of the common gripes you hear?

15 Common gripes we hear about Old system was so much easier! Not user friendly Too complex Too many screens Too many "clicks" Screens are too busy Takes too long to enter transactions Lack of continuous training Etc

16 Let's Discuss Some Tools Available E1 Pages Advanced Queries / Watchlists CafeOne Form Personalization

17 E1 Pages Simplified Navigation to applications within JD Edwards

18 E1 Pages

19 Advanced Queries

20 Advanced Queries / Watchlists (Applied to E1 Page)

21 CafeOne CAFE ONE: Composite Applications Framework EnterpriseOne Efficiency Less navigation between applications. More relevant data visible at one time. Validation Reduce the need for 3 rd party validation services and integrations. e.g. Zip code validation to USPS. Secure Validation Reduce Customizations New JD Edwards implementations from highly customized legacy systems. Reduce Fear of Upgrades Less customization = Less worry of future upgrade

22 CafeOne Example Item Master lookup to Item Availability

23 CafeOne Example Address Book Master Add lookup to Zip Code Validation

24 CafeOne Example Work With Bank Accounts lookup to Swift Code/ BankCode.com 2015 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 24

25 Form Personalization

26 Common complaints we hear about Old system was so much easier! Not user friendly Too complex Too many screens Too many "clicks" Screens are too busy Lack of continuous training Etc

27 Common complaints we hear about Old system was so much easier! Not user friendly Too complex Too many screens Too many "clicks" Screens are too RISE busyabove THE Lack of continuous TRANSACTIONS training Etc

28 Show of hands How many of your companies have KPIs? How do you currently link these to JD Edwards?

29 Let's review some advanced tools to help improve your management team OneView Reporting (OVR) UX One Coupled with Advanced Queries / Watchlists

30 UX One

31 OneView Reporting (OVR)

32 UX One Example Alert, Analyze, Act

33 UX One Example Alert, Analyze, Act

34 UX One Example Alert, Analyze, Act

35 UX One Example Alert, Analyze, Act

36 Starting Point Ask yourself Where are you today? Where do you want be? What does it take to get there? Do you have what it takes to get there? Do you know where you can get what you need? Ironically you may get a different answer depending on who you talk with!

37 You Must Have a Business Strategy If you don t know where you are going, any road will get you there!

38 Please complete the session evaluation We appreciate your feedback and insight Session ID# JDE

39 A user community of more than 55,000 JD Edwards, PeopleSoft, and Cloud customers. Get the on Quest! See how the Quest team can help you get more out of your JD Edwards investment. Visit us at booth #411!

40 Q U E S T I O N S A N S W E R S Prepared by: Steven Yniguez Senior Manager, Tech Services Grant Thornton Craig Davied Director of JDE Practice Grant Thornton