Driving a Successful One View Reporting Implementation - PowerPoint Presentation

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Driving a Successful One View Reporting Implementation

Greg Davis

JD Edwards National Practice Leader at Grant ThorntonSeth ChaikinDirector, JD Edwards at Grant ThorntonKeith SholesDirector, Product Management at JD EdwardsSlide3

Program Agenda

The Business Case for OVRThe Approach for Implementation

Case Study: Alameda County Water District (ACWD)Best Practices at ACWD – What WorkedOne View RoadmapQ & A

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5Slide4

Program Agenda

The Business Case for OVR

The Approach for ImplementationCase Study: Alameda County Water District (ACWD)Best Practices at ACWD – What WorkedOne View RoadmapQ & A

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5Slide5

What is Happening?

What Happened

?

Why Did This Happen?

What Will Happen?

What Should Happen?

Oracle BI Applications (OBIA)

EPM Applications (Hyperion)

Operational Users

AP/AR Specialist,

Warehouse Manager

Department

Managers

AP/AR

Manager, General Accounting Manager

Individual Contributors

Buyer, Planner, Credit Analyst,

Accountant

Executive Management

Sales Executives, CFO

UBE & Inquiries

E

xpedited MFG messages waiting?

Labor costs by job and cost code?

Licenses and permits expiring?

Top 10 customers by overdue $?

One View

Watch Lists

One View

Reporting

Solutions for Entire Reporting SpectrumSlide6

The Business Case for OVR

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JD Edwards

What is the value? Where is the ROI?

Ad-hoc reporting improvements

BI Publisher optimization

Reduction in customizations

program/form changes

Watchlist

capabilities

Alerts/notificationsQuery Management

Reports "cleansing" (elimination of pointless reports)

Reduction in IT service requests

Change control efficiency

Performance improvements

Increased IT support on issues (helpdesk)Slide7

Program Agenda

The Business Case for OVRThe Approach for Implementation

Case Study: Alameda County Water District (ACWD)Best Practices at ACWD – What WorkedOne View RoadmapQ & A

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5Slide8

The Approach for Implementation

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JD Edwards

How do you make this happen?

Change Assurance – investment in your upgrade

or implementation

Demonstrate the "ease" of use

Proactive Design

Query Management – enable end users

Watchlists

– show the valueAutomation – improve efficiency

ERP Governance

Operating Group – IT and business harmony

Master Data Management

Enable super users (empower them)

Leverage canned OVR applications

Enable with E1 pages

Focus on eliminating several customizations

Reporting enhancements / BI improvementsSlide9

Program Agenda

The Business Case for OVR

The Approach for ImplementationCase Study: Alameda County Water District (ACWD)Best Practices at ACWD – What WorkedOne View RoadmapQ & A

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2

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5Slide10

Case Study

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JD Edwards

JD Edwards Re-Implementation and

R

eporting

O

ptimization

Company Situation

Implemented JD Edwards 8.0 in 2002. Decided to upgrade to 9.1 for multiple reasons –

Support expiryOptimize internal and external customer facing processes

Outdated and inefficient processes

Modifications

requiring maintenance and perpetuating poor processes

Loss of core systems knowledge

Complacency with status quo

No formal process documentation, ongoing training, or user procedures

Process improvement or process rationalization void

Finance

driven ERP environment with little input from operations or

HR

Desire for enhanced reporting capabilities (e.g. OVR)Slide11

Case Study

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JD Edwards

JD Edwards Re-Implementation and

R

eporting

O

ptimization

Areas Addressed and Improved by OVR:

FinancialsJob Cost

Expense ManagementEnterprise Asset ManagementProcurement

Inventory

Human

Resources

Self Service

PayrollSlide12

Case Study

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JD Edwards

JD Edwards Re-Implementation and

R

eporting

O

ptimization

OneView Reporting Usage by Functional Area:

FinanceGL Account Balance

GL InquiryCustomer Ledger

Customer Receipt

Supplier Ledger

Supplier Payment

Job Cost

Operations

Job Inquiry

GL Account Balance

Work Order Analysis

PM Analysis

Engineering

Job Inquiry

GL Account Balance

Work Order Analysis

Procurement

Purchase Order Receipts

Purchase Order Inquiry

Supplier Ledger

Supplier Payment

Human Resources

PDBA History

DBA History

Employee Profile

Employee Benefits

Payroll

PDBA History

DBA

History

Pay History

Job Inquiry

Work Order AnalysisSlide13

Program Agenda

The Business Case for OVR

The Approach for ImplementationCase Study: Alameda County Water District (ACWD)Best Practices at ACWD – What WorkedOne View RoadmapQ & A

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OVR Best Practices at ACWD

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JD Edwards

JD Edwards Re-Implementation and

R

eporting

O

ptimization

OVR Examples

OVR applications used the mostAccount Balance and G/L Inquiries

Customer Ledger and Supplier LedgerWork Order Analysis and PM AnalysisJob Inquiry

Purchase Order and PO Receipts Inquiries

PDBA and DBA History Detail

Employee Benefits and Employee Profile Inquiries

User Generated Reports

Work In Process Amounts by Job Type, Job and Object Account

Equipment Time Entry Entries by Division and User

Open Work Orders by Division and Status

Sick and

Appointment

Leave Time

Overtime Report

Purchase Orders by DivisionSlide15

Case Study

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JD Edwards

JD Edwards Re-Implementation and

R

eporting

O

ptimization

Benefits & Value

Achieved by the Upgrade to 9.1 with OVR:Maximized process efficiencies

Updated and streamlined organization structure and chart of accountsOne View Reporting was a catalyst for change:

Eliminated customizations to ensure more efficient support and ease of future upgrades

Empowered end users to query or report on information with much less dependence on centralized resources

Reduced need

for paper in the requisition, time entry, and expense management processes

Increased employee understanding of the most effective use of JD Edwards

9.1

Significantly improved and much more timely financial reporting

Increased user acceptance and satisfaction levels

Transitioned from a Finance-driven ERP to an Enterprise-driven ERP (including HR and Operations) Slide16

OVR Best Practices at ACWD

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JD Edwards

JD Edwards Re-Implementation and

R

eporting

O

ptimization

Query Management and WatchlistsAdvanced Query Capability used extensively

Used to drive One View Reports – standard and user created Multiple queries per application

Purchase Orders to be generated by PO TypeRequisitions awaiting approval

Unposted General Ledger transactions by transaction type

Open EAM Work Orders by division, status and date criteria

PM Work Orders from the previous month

Job Cost balances by job type, supervisor and job status

Payroll entries by division, job and supervisor

Payroll totals by PDBA, DBA

Queries created and copied out to *PUBLIC or specific roles for use by multiple users

Watchlists created based on Advanced Queries

Allows users to quickly see pending items and take action

Super users creating watchlists and sharing with other users

Reduces the number of clicks and time spent in the system for usersSlide17

OVR Best Practices at ACWD

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JD EdwardsSlide18

OVR Best Practices at ACWD

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JD Edwards

OVR – Work In Process ReportSlide19

OVR Best Practices at ACWD

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JD Edwards

OVR – Sick and Appointment LeaveSlide20

OVR Best Practices at ACWD

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JD Edwards

OVR – Overtime ReportSlide21

OVR Users – Roles in the Organization

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JD Edwards

Who is using OVR at ACWD?

Roles

IT – Developers and Project

M

anager

Procurement Officer

Operations Division Managers

Engineering Program Managers

Maintenance Planners

Payroll Managers

HR Staff

A/P and A/R Staff

Feedback from users:

"Finally a tool where I can create my own report in a timely manner"

"I love

Watchlists

!"

"The new advanced query tools in JDE 9.1 have improved my ability to get the information I need.."

"I don't have to wait on IT to give me what I need anymore.."Slide22

OVR Impact on IT

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JD Edwards

Organization and Performance

IT Organization:

Less time spent developing reports and more time supporting end users on how to create OVR's,

Watchlists

, etc.

More time to work on proactive controls (e.g. change control, maintenance)

More time to focus on release management

Less help desk tickets asking for specific data

Fewer requests for one-off reports that are only needed for short periods of time

System Performance:

Processing 43,000 records in 20 seconds!

Initial record retrieval setting at 10,000, increased to 50,000 – no performance issues

Created reports with pivot tables, charts, data tables

Accessing reports via the interactive viewer, PDF, Excel and PowerPointSlide23

Lessons Learned / Best Practices

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JD Edwards

Things to Keep in Mind on Projects

U

tilizing OVR

OVR Implementations

Start the communication and training early and review it multiple times

Allows users to see the value and start to learn the new tools

Leverage E1 Pages to provide access and Advanced Queries to identify data sets, for OVR

Identify a group of super users who will become adept at creating new OVR reportsE

nsure a cross section by functional area

These users can train their peers as needs come up in the future

Leverage OVR on standard applications, as well as the OVR apps

Utilize OVR to eliminate customizations – added fields on forms, new apps to display data, etc…

Identify Advanced Queries, Watchlists and OVR reports that are useful to multiple employees ….. and publish them

Leverage the standard OVR reports to create new ones specific to your needs

Don’t recreate the wheel

Each OVR app has multiple reports – if they aren't exactly what you need, create a copy and modify as neededSlide24

Program Agenda

The Business Case for OVR

The Approach for ImplementationCase Study: Alameda County Water District (ACWD)Best Practices at ACWD – What WorkedOne View RoadmapQ & A

1

2

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5Slide25
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One View Reporting for Rental Management

Rental Contract Inquiry

Rental Contracts by Customer

Rental Contracts by Equipment

Rental Contracts by Business Unit

Rental Contracts by Inventory

Expired/Expiring Rental Contracts

Rental Contract Related Order InquiryRelated Orders for Rental Contracts

Rental Contract Profitability InquiryRental Contract Profitability

Now Available

RoadmapSlide27

One View Reporting

Tools 9.1.5

Notification of additional recordsDisplay selection criteria for all report typesAuto find option within the Drill Back composer

Now AvailableSlide28

Support for Vertical Clustering with Load Balancer

Configuration solutionSee knowledge doc ID 1516935.1

Now AvailableSlide29

Easy to use feature for creating, maintaining, and running Financial Statements

Leverage One View technology for formatting and rendering output

End user focusedSupport for current and historical organizational structuresOne View Financial Report Writer

Planned

Roadmap

Roadmap subject to change without notice. The above is intended

for

information purposes and may not be incorporated into a contract.Slide30

One View Roadmap

One View for Outbound Inventory Management

One View for Grower Management Watchlist content Data Visualization within the app Scheduler

Planned

Roadmap subject to change without notice. The above is intended

for

information purposes and may not be incorporated into a contract.Slide31

JD Edwards Information Experience Simplified

Goal: Simplify access to and experience with JD Edwards information resources

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www.learnjde.com

www.simplifyjde.com

My Oracle Support

Oracle Learning Library

Oracle.com

Oracle

Technology Network

Oracle UniversitySlide32

Program Agenda

The Business Case for OVR

The Approach for ImplementationCase Study: Alameda County Water District (ACWD)Best Practices at ACWD – What WorkedOne View RoadmapQ & A

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2

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5Slide33

Quicker Service Request (SR) Resolution

My Oracle Support enhancements for quicker issue resolution

Find targeted solutions while logging SRs with NEW Guided ResolutionsNarrows down the issue and guides you to a recommended solution when creating an SR.Reduce SR resolution times with NEW SR Data Collection (SRDC)

Provides a consistent set of required data (e.g. logs,

screenprints

) to help shorten the time it takes to clarify issues and resolve SRs.

Increase solution collaboration by leveraging the NEW

Chat FeatureIn My Oracle Support, a support engineer can now instant message you about your SR. Slide34

NEW! EnterpriseOne and World Support blogs

Stay in the loop!

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