Top value add initiatives once your upgrade is complete

Transcription

1 Top value add initiatives once your upgrade is complete Session ID#: JDE Simplified Upgrade Value add initiatives Prepared by: Name: Jason Batte and Adam Farris Company: Terillium #JDEINFOCUS or add your own Twitter handle

2 Today s Speakers Jason Batte Vice President Adam Farris

3 Agenda How to complete a simplified Upgrade Value add Initiatives after the Upgrade is complete UXOne Cafe1 Mobility BI Publisher UPK OneView E1 Pages IOT

4 Since Years Oracle Platinum Partner Cincinnati Headquarters Award Winning Solutions Our People 170 Certified Consultants Nation wide Dedicated upgrade team Consultants Average Over 16 years Industry Experience and 14 years JD Edwards Expertise JD Edwards Upgrades and Migrations JD Edwards Managed Services Industry Best Practices Application Consulting Finance - Project Management HCM - Distribution Manufacturing - Transportation Production Scheduling - Warehouse Technical Consulting CNC / Database Development / Integration Forms / BI Publisher

5 Upgrade Experience

6 W H Y U P G R A D E? End user capabilities Technology enhancements Improved reporting New features/functionality End of support Shelfware Architecture change Hosting/Cloud Business has changed Growth (acquisitions / expansions) Oracle s investment in JDE Compliance

7 How can we simplify?

8 Planning / Scope People Tools / Technology Testing / Training Cutover

9 Planning / Scope People Tools / Technology Testing / Training Cutover

10 T Y P E S O F U P G R A D E S Technical Upgrade Functional Upgrade Transformational Upgrade Finance Sales Order Advanced Pricing Cost Risk Time

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12 Various levels of the organization Document/evaluate Align with business objectives

13 What processes exist outside of JDE? Oracle SQL Developer

14 Leverage EnterpriseOne Functionality

15 S C O P E - Determine what goes in the box - You cannot have it all - Be prepared to control scope during the project - Implement strict change management

16 Henny Penny Eaton, OH Manufacturing & Distribution Helping retail and foodservice companies produce high quality food items. Migrate from AS400 DB2 to Windows SQL

17 Henny Penny Road Map for Success Assessment/Prep are for the upgrade Upgrade to 9.1 Expand JDE China Reporting/Cost Transformation Project Spare Parts/RF Smart Upgrade to 9.2

18 Review Prepare Integrate Deliver Support

19 Review Prepare Application Team Review Issues in Detail Core Team Training Document Opportunities Design Processes Review Clean-up Master Data Configure JDE System Design Reports & Forms Build Test Scripts Test Reports & Forms Prepare for ICRPs Development Team Review Issues in Detail Review Modifications Evaluate Reports & Forms Retrofit Convert Data Revise Reports & Forms CNC Team Install Release 9.1 Manage 9.1 Environments Project Management Define Project Scope & Workplan Project Management Plans Monitor and Control Project

20 Integrate Deliver Support Application Team ICRP I Test Reports & Forms ICRP II Test Integrations Prepare End User Training Materials (UPK) Validate Third Party Systems Test Final Custom Development Deliver End User Training Perform Production Cutover Post Go-live Support Development Team Convert Data Revise or Replace Modifications Revise Integrations Finalize All Custom Development Perform Production Cutover Post Go-live Support CNC Team Plan Production Cutover Implement Roles, Menus & Security Manage 9.1 Environments Perform Production Cutover Post Go-live Support Project Management Monitor and Control Project Close Project

21 Planning / Scope People Tools / Technology Testing / Training Cutover

22 CLIENT LED COLLABORATIVE CONSULTANT LED

23 Executive Sponsors Executive Steering Committee Steering Committee Client Employee CIO CFO Terillium Employee IT Director IT Manager Mary Luers Exec Sponsor VP Technology Project Management Project Manager Project Manager Solution Manager Finance Team BA/Controller Distribution Team Business Analyst Manufacturing Team Business Analyst Development Team JDE Developer Technical Team CNC Core Team Senior Consultant Senior Consultant Senior Consultant Technical Lead CNC Senior Developer DBA

24 People Considerations Time Do they have time Can they commit the time Do you need to back fill their position Knowledge Do they know JDE Do they know your business processes Can you use the upgrade to build your team Power Can they make decisions for the company Have they been empowered Are they leaders

25 E X P E C T A T I O N S Missing key meetings can jeopardize the process, and extend the project timeline Review key materials, or complete work, between meetings Gain consensus Document key decisions and outputs

26 Planning / Scope People Tools / Technology Testing / Training Cutover

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28 Platform & Cloud Platform change Virtualization Cloud

29 How much data do you have?

30 Customization Discovery

31 How many interfaces with JDE exist in your organization?

32 Planning / Scope People Tools / Technology Testing / Training Cutover

33 Testing Strategy UNIT INTEGRATED STRESS UAT Business Process Flows / Test Scripts One of the most important components of an upgrade project.

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38 Real Time Testing Statistics

39 Training Strategy Who When What Where How

40 See it Try it Know it Do it Automate training Align with business process flows Track user participation and scores Keep training material current 23 supported languages ipad playback support Print it Record it Test it

41 EnterpriseOne Upgrade from 8.11 to 9.1 Project Metrics Upgrade in 120 days 2000 user globally Over 30 complex interfaces Business Process Continuity Menu/E1 Pages Redesign End User Training Approach Focus on navigation training only 8 different training sessions in 8 days Users had to attend session prior to being provided a User ID

42 Planning / Scope People Tools / Technology Testing / Training Cutover

43 Cutover Mock go live(s) Establish timing and tasks Assign responsibilities Business validation

44 Go Live Support Staffing Command Center Issue Management Deploy resources strategically Timing Point person at each location Communication hub Issue triage One number to call Bypass standard support procedures Reporting by hour Escalation of issues Evaluate issues and provide corrective action

45 When is the right time to upgrade? Never Business cant slow down People don t have time Other projects are more important ODEC Approach Over 26 years of staying current Small timely upgrades to support the business NS International Implemented and stayed on same release Upgrade to be flexible Stay ahead of the business needs

46 Terillium Managed Services - Goal Support your internal JDE team On Demand issue resolution Project Support Upgrade Assist with your ever growing task list Expert Guidance Routine tasks Safety net Vacations Responsive Continuous Improvement

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

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