CaféOne. The Unsung Hero of the Distribution Process. Session ID#: Prepared by: Kit Land Sr. Associate Grant Thornton LLC

Transcription

1 CaféOne Session ID#: The Unsung Hero of the Distribution Process Prepared by: Kit Land Sr. Associate Grant Thornton LLC #JDEINFOCUS or add your own Twitter handle

2 Agenda Why I Am Here Why You Are Here What Is Caféone How Can Caféone Help You Caféone In Action Changes in 9.2 Questions

3 Why Am I Here About Grant Thornton Grant Thornton International Revenues of $4.7B 725 offices worldwide More than 40,000 employees More than 2,800 partners Grant Thornton LLP Revenues of $1.4B 57 offices nationwide More than 6,000 employees More than 500 partners V I S I O N To be the leading audit, tax and advisory firm, serving dynamic organizations in our chosen markets.

4 Why I Am Here Business Harmony Business Analytics We help our clients integrate transactions to report on financial results and variances with governed standards. Services include: Reporting and analytics strategy Governance and master data Foundation analytics Pre-built analytics Advanced analytics Enterprise Performance Management We help our clients transform data into usable information. Our services give clients better visibility into their business that enables actionable decision-making: Enterprise planning, forecasting and strategic planning Consolidations and financial reporting Profitability analysis Change assurance Enterprise Resource Planning Human Capital Management We help our clients manage transactional detail from every process within their business. Connecting this information with users and ensuring that it meets their specific needs are critical to enabling sound decisionmaking. Services include: System strategy Implementation Technology integration Upgrades, optimization, and support We help our clients develop an integrated approach for addressing current and future talent management issues. Our services provide our clients the flexibility to scale the solution or solutions to their business strategy, operating model, and culture. Specific services include: Assessments System strategy and implementation HR intelligence Upgrades, optimization, and support

5 Why I Am Here Business Harmony Oracle Excellence Award recipient Oracle JD Edwards recognized Grant Thornton with its 2015 JD Edwards Partner Excellence Award for Outstanding Upgrades. Our work at Renewable Energy Group (REG) was recognized because of its transformational nature and cross-pillar influence. The upgrade project at Renewable Energy Group (REG) was central to our award application. The project consisted of the following transformational initiatives and went live in January 2015: JD Edwards upgrade from 8.12 to 9.1 release all financials, distribution (including OTM for Logistics), manufacturing, and asset management modules Implementation of BI Publisher for all internal and external forms Document Imaging integration with Perceptive Software (ImageNow) Customer Self-Service portal Oracle Transportation Management (OTM) Integration Customization obsolescence significant reduction ERP Governance program initiated to instill accountability and ownership through business process owners and an operating group to strategically align the business with IT Centralized Master Data Management protocols implemented Commodity Training Risk Management (CTRM) system integration with JD Edwards order management and contract management Converted old menus and task views to E1 pages for and end-user selfservice experience OneView Reporting REG purchased OVR licenses for future ad-hoc reporting and BI dashboards Lyle Ekdahl, SVP, Product Development, Oracle presents Greg Davis with the award during the JD Edwards Summit Gala on Feb. 4

6 Why I Am Here About The Presenter Kit Land Sr. Associate, Technology Solutions Austin, TX Executive summary Kit Land is a Sr. Associate with Grant Thornton in the Technology Solutions practice. He has over 5 years of consulting experience across a diverse set of industry and public sector clients and is JD Edwards Distribution certified. Kit's experiences include hands on management and implementation of ERP software packages, business process reengineering and system architecture design. Prior to Grant Thornton, Kit joined MarketSphere's JD Edwards practice in 2010 and was responsible for managing and delivery projects as well as solution design. He has extensive experience implementing JD Edwards Distribution and Transportation modules, and using the JD Edwards Tools Suite to simplify complex business processes. Industries Consumer Products Pet Food/Manufacturing Mineral Exploration Drilling Water Management Metal Components Renewable Energy Transportation Education Bachelor of Science in Software Engineering, University of Missouri - Columbia Masters of Business Administration, University of Missouri - Columbia

7 What Is CaféOne Picture-In-Picture Easy To Implement Versatile

8 How Can CaféOne Help You Increase Ease Of Use Streamline Processes Improve Existing Functionality Reduce Human Error

9 How Can CaféOne Help You New Customer w/o Caféone New Customer w/ Caféone Order Entry w/o Caféone Order Entry w/ Caféone Add customer information into the Address Book Add customer information into the Address Book Enter order information Open supplemental database Enter order header information Open new web browser Correct address in the address book based on the Caféone Click home Search for order in supplemental database Verify customer notes in customer master caféone Visit USPS.com Open address book/ customer master Add notes into supplemental database Update order based on notes Enter Address Info from customer Look up customer number Open Sales Order Entry Add additional notes to supplemental database caféone Correct address in the address book Check media attachment Correct Order based on notes

10 Example Static Frame

11 Example Dynamic Frame

12 Example Revision Frame

13 Example URL Frame

14 CaféOne In Action - Setup Enable Form Select Layout Select Application/URL Map Fields (Optional) Share Layouts

15 CaféOne In Action Setup Enable the form (P952332)

16 CaféOne In Action Setup Enable Form

17 CaféOne In Action Setup Publication List

18 CaféOne In Action Setup Publication List

19 CaféOne In Action Creating a Caféone

20 CaféOne In Action Select the Workspace

21 CaféOne In Action Define the Form

22 CaféOne In Action Map Fields

23 CaféOne In Action Save the Layout

24 CaféOne In Action Select Layout

25 CaféOne In Action Publishing Content

26 CaféOne In Action Publishing Content

27 CaféOne In Action Setup Share Layouts

28 CaféOne In Action Setup Share Layouts

29 CaféOne In Action Setup Grant Access

30 CaféOne In Action Setup Grant Access

31 CaféOne In Action Viewing Published Content

32 CaféOne Changes in UDO

33 CaféOne Changes in UDO

34 CaféOne Changes in OMWWEB

35 Support Documents My Oracle Support Doc ID: Getting Started with Composite application Framework for E1(Caféone) Doc ID: What is required setup for CAFEOne for Tools Release 9.2.X? 35

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