Top value add initiatives once your upgrade is complete
Prepared by:
Name: Jason Batte and Adam Farris
Company: Terillium
Simplified Upgrade
Value add initiatives
Session ID#: JDE-104490
#JDEINFOCUS or add your own Twitter handle
Jason BatteVice President
Adam Farris
Today’s Speakers
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
• Since 1994 – 23 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
– HCM
– Manufacturing
– Production Scheduling
– Technical Consulting
– CNC / Database
– Development / Integration
– Forms / BI Publisher
- Project Management
- Distribution
- Transportation
- Warehouse
Upgrade Experience
W H Y U P G R A D E?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
How can we simplify?
Planning / Scope People
Tools / Technology CutoverTesting / Training
People
Tools / Technology CutoverTesting / Training
Planning / Scope
TechnicalUpgrade
FunctionalUpgrade
TransformationalUpgrade
1 2 3
CostRisk
Time
T Y P E S O F U P G R A D E S
Finance Sales Order Advanced Pricing
www.learnjde.com
Various levels of the organization
Document/evaluate
Align with business objectives
What processes exist outside of JDE?
Oracle SQL Developer
Leverage EnterpriseOne Functionality
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
Henny Penny
Eaton, OH www.hennypenny.com
Manufacturing & Distribution
Helping retail and foodservice companies produce high quality food items.
Migrate from AS400 DB2 to Windows SQL
Assessment/Prepare for the upgrade
Upgrade to 9.1 Expand JDE 9.1 -
China
Reporting/Cost Transformation
Project
Spare Parts/RF Smart
Upgrade to 9.2
Henny Penny Road Map for Success
Review
Prepare
Integrate
Deliver
Support
Review Prepare
Application Team
Project Management
Development Team
CNC Team
Review Issues in Detail
Core Team Training
Design Processes
Review
Clean-up Master Data
Document Opportunities
Configure JDE System
Build Test Scripts
Design Reports & Forms
Define Project Scope &
Workplan
Review Issues in Detail
Project Management
Plans
Monitor and Control Project
Evaluate Reports &
Forms
Review Modifications
Retrofit Convert Data
Install Release 9.1
Manage 9.1 Environments
Prepare for ICRPs
Revise Reports & Forms
Test Reports &
Forms
Application Team
Project Management
Development Team
CNC Team
Integrate Deliver Support
ICRP I
Test Reports &
Forms
ICRP IIPrepare End User Training Materials
(UPK)
Validate Third Party Systems
Test Integrations
Deliver End User Training
Post Go-live Support
Perform Production
Cutover
Test Final Custom
Development
Convert DataRevise or Replace
Modifications
Revise Integrations
Finalize All Custom
Development
Perform Production
Cutover
Post Go-live Support
Plan Production
Cutover
Implement Roles, Menus &
Security
Perform Production
Cutover
Post Go-live Support
Manage 9.1 Environments
Close ProjectMonitor and Control Project
Planning / Scope
Tools / Technology CutoverTesting / Training
People
CLIENT LED
COLLABORATIVE
CONSULTANT LED
Executive Steering
Committee
Project Manager
Project Manager
Finance Team
BA/Controller
Senior Consultant
Distribution Team
Business Analyst
Senior Consultant
ManufacturingTeam
Business Analyst
Senior Consultant
DevelopmentTeam
JDE Developer
Technical Lead
Senior Developer
Technical Team
CNC
CNC
DBA
Solution Manager
CIO CFO
IT Director IT Manager
Exec Sponsor VP Technology
Executive Sponsors
Client Employee
Terillium Employee
Steering Committee
ProjectManagement
Core Team
Mary Luers
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
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
E X P E C T A T I O N S
Planning / Scope People
CutoverTesting / TrainingTools / Technology
Platform & Cloud
• Platform change
• Virtualization
• Cloud
How much data do you have?
Customization Discovery
How many interfaces with JDE exist in your organization?
Planning / Scope People
Tools / Technology CutoverTesting / Training
UNITINTEGRATED
STRESS UAT
Business Process Flows / Test Scripts
Testing Strategy
One of the most important components of an upgrade project.
2 31
Real Time Testing Statistics
Who
What
When
Where How
Training Strategy
Know it Do itTry itSee it
Test itRecord itPrint it
• Automate training
• Align with business process flows
• Track user participation and scores
• Keep training material current
• 23 supported languages
• iPad playback support
EnterpriseOne Upgradefrom 8.11 to 9.1
• Upgrade in 120 days• 2000 user globally• Over 30 complex interfaces• Business Process Continuity• Menu/E1 Pages Redesign
• Focus on navigation training only• 8 different training sessions in 8 days• Users had to attend session prior to being
provided a User ID
End User Training ApproachProject Metrics
Planning / Scope People
Tools / Technology Testing / Training Cutover
Cutover
Mock go live(s)Establish timing and tasks Assign responsibilitiesBusiness validation
• Deploy resources strategically
• Timing• Point person at each
location
Go Live Support
• Communication hub• Issue triage• One number to call• Bypass standard
support procedures
• Reporting by hour• Escalation of issues• Evaluate issues and
provide corrective action
Staffing Command Center Issue Management
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
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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