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JD Edwards Customer Upgrade Showcase Eric Maikranz, Oracle Rob Krauter, MDC Holdings Beth Zuke, Amway Matt Patee, ABM Industries September 30, 2014 Copyright.

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Presentation on theme: "JD Edwards Customer Upgrade Showcase Eric Maikranz, Oracle Rob Krauter, MDC Holdings Beth Zuke, Amway Matt Patee, ABM Industries September 30, 2014 Copyright."— Presentation transcript:


2 JD Edwards Customer Upgrade Showcase Eric Maikranz, Oracle Rob Krauter, MDC Holdings Beth Zuke, Amway Matt Patee, ABM Industries September 30, 2014 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

3 Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

4 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Program Agenda Introduction, Eric Maikranz, Oracle Upgrade Experience, Rob Krauter, MDC Holdings Upgrade Experience, Beth Zuke, Amway Upgrade Experience, Matt Patee, ABM Industries Q & A 1 2 3 4 5

5 MDC Holdings, Inc. Tools Upgrade

6 MDC Holdings, Inc. Colorado –Denver –Colorado Springs Florida –Jacksonville –Orlando –South Florida Maryland Nevada Northern California Southern California Phoenix Tucson Utah Virginia Maryland –Pennsylvania –New Jersey –Delaware Washington 15 Divisions in 14 States Richmond American Homes HomeAmerican Mortgage Corporation American Home Insurance Agency American Home Title and Escrow Company

7 MDC Holdings, Inc. Modules Used Finance –AP, AR, GL, FA Homebuilder –Procurement \ Subcontracts –Inventory Management –Contract\Service Billing –Job Cost –Customized Order Management \ Sales –Homecare Work Orders Service \ Case Management 950 users total –About 200 simultaneous

8 MDC Holdings, Inc. Technology Completed Nationwide Rollout of E1 9.0 (8/1/13) Extensive use of Embedded BI Publisher SOA \ BSSV Interfaces for: –Construction Management –HR\PR –Loan Origination –CRM –Website From to

9 MDC Holdings, Inc. Why Upgrade? Better User Experience E1 Pages Breadcrumb Trail Carousel Work with Jobs \ Recent Reports Improvements Better Management of Favorites Advanced Queries Supportability Performance Chrome Browser Better support for Mobility iPad App Mobility Apps

10 MDC Holdings, Inc. Project Plan Sandbox (11/13) –Developed UPK training materials for navigation and net change. –Reworked all UPK content in 9.1 tools environment for look and feel changes. Moved to Development 1/30/14 –Development Freeze put in place until Production –Developed E1 Pages –Developed Change Management Process for E1 Pages –Tested E1 Pages –Applied Pre-Req ESU's to PY on 2/27/14 and Completed DV Special instructions - Caused Issues Moved completely to PY on 3/13/14 –Trained help desk on common issues expected (ActiveX controls, E1 Pages, Navigation) –Resolved issues caused by pre-req ESU's - see below. Targeted Go live on 3/10/14 in PD - Actual Go Live was 3/20/14 due to Month End Close

11 MDC Holdings, Inc. E1 Pages Created over 40 pages Tested pages in Sandbox, DV and PY before going to PD. Created new change management process for E1 Pages –Everything is on a menu….not everything is on a page. –Use of Visio diagram to provide layouts Collapsible Menus Elected to use Task ID instead of Program ID to simplify Did not use process flow layout because of many roles –Delegation of.dat file maintenance vs promotion and changes. Storing the latest file in SVN (Change management system)

12 MDC Holdings, Inc. Lessons Learned Need to review MTR’s that impact SOA and BSSV sooner. –2 Weeks unplanned for retrofitting. More extensive testing of Pre-req ESU's –When applied to DV, impact to Production occurred due to existence of new tables. –Difference in Security Behavior caused kernels to drop off line and crashing batch server. –DD merges overwrote Prod DD custom headings and added records to F9202. Better testing of security. –E1 Pages didn’t work without role hierarchy enabled More extensive Media Object Testing. –Found individual applications that no longer functioned properly with the Attachments tab when disabling ActiveX Controls for Chrome Support.

13 JD Edwards EnterpriseOne Upgrade from 8.12 to 9.1

14 We Are Amway! Founded by Rich DeVos and Jay VanAndel in 1959 Privately held and family owned World Headquarters in Ada, MI Amway is the #1 Direct Seller in the World Over 50+ affiliate markets operating in over 100 countries and territories Annual sales of more than $11.9 Billion Ranked #28 on the Forbes Magazine 2013 list of “America’s Largest Private Companies” 21,000 employees Globally

15 Our family of brands We develop, manufacture and distribute high-quality nutrition, beauty and home care products.

16 Global Citizenship that’s Purposeful 10 th Anniversary 10 million children 2.7 million volunteer hours $190 million dollars Little Bits Afan Forest Project Sunshine Kaboom! About Amway IT

17 JD Edwards EnterpriseOne Footprint Amway owns the full suite of JD Edwards modules Two separate instances:  Corporate:  Supply Chain and Corporate Financials  US, Europe, Canada, Costa Rica, Russia, Korea & India  Corporate instance is divided into two environments to support India  China & Vietnam  Supply Chain Over 300 integrations to over 50 instances of 35 applications Amway owns E-Business Suite (affiliate markets), OBIEE, SOA Suite, Hyperion, UPK, Golden Gate and more

18 Upgrade Project Timeline Assessment (12/1/2012 – 1/31/2013) Evaluation and funding (2/1/2013 – 3/26/2013) Project execution (3/27/2013 – 10/18/2013)  Planning  Build 9.1 Dev  Finalize requirements  Retrofit customizations and integrations Testing (10/21/2013 – 1/31/2014) SIT (system integrated testing) UAT (user acceptance testing) Cutover preparation and Go Live (2/3/2014 – 2/23/2014)

19 Upgrade Best Practices Conducted an Upgrade Assessment prior to the project Eliminated customizations with core code where possible Amway archives annually, archived immediately prior to upgrade Unicode conversion  2 TB of data  Upgraded Oracle database  Created innovative solution using Golden Gate that reduced cutover time from 48 - 72 hours down to 14 hours (standard) Migrated from WebSphere to WebLogic Utilized UPK for training Took holidays, vacations, etc. into consideration during scheduling = happy team

20 Benefits and Results Amway now on JD Edwards 9.1, Tools 9.1.3 – Tech Plus upgrade  JDE is the central application supporting Amway’s global supply chain  Do no harm while keeping application current Eliminated approximately 20% of customizations Improved JDE performance – new hardware and Unicode DB  JDE is built to run on Unicode One View Reporting (OVR) – operational reporting E1 pages deployed  CNC staff pages  Casual user’s home page – Expense Reporting and Requisitions Improved disaster recovery processes Delivered on time and under budget

21 JDE 9.1 Upgrade September, 2014 Matt Patee IT PMO Director

22 Contents Company Background JDE Footprint Project Overview / Timeline Best Practices Benefits & Results 22

23 ABM Industries ABM is one of the largest facility management services providers in the U.S. and in over 20 international locations. We offer state-of-the-art, dependable building maintenance services cost effectively. Our substantial base of long-term clients demonstrates the importance that we place on building enduring relationships. 23 ABM offers: Clinical Engineering Electrical & Lighting Electrical Testing Energy Solutions EV Charging Stations Facilities Engineering Home Energy Solutions HVAC & Mechanical Integrated Facility Solutions Janitorial Services Landscape & Turf Security Threat Reduction Services

24 JDE Footprint 24 12 JDE Modules Integrated Systems Custom Objects 17 2500 3300 JDE System Users By The Numbers Payroll Module: 111,000 Employees 3.5M Pay Advices

25 Project Overview / Timeline 25 Aug 2013 Oct 2013 Mar 2014 May 2014 Jun 2014 Jul 2014 Project Plan Complete Development Complete Promotion to Production Charter Approved Warranty Period End Requirements Aligned Project Kickoff UAT Complete Hardware Upgrade Upgrade EnterpriseOne 8.12 to 9.1 with tools 9.1.3 Upgrade UPK and custom training content to latest release level for 9.1 Development o Retire custom modifications where applicable o Retrofit custom objects o Evaluate and update all relevant interfaces with JDE o New employee life-cycle process

26 Best Practices – Governance Model 26

27 Best Practices – Robust Testing 27 CRP 1 Scope - Firm JDE only No integration CRP 2 Scope - Firm Full end-to-end Full integration CRP 3 Scope – Flexible Could be full end-to-end or targeted and will depend on output from CRP 1 & 2 2/172/243/33/103/173/243/314/74/144/214/28 On site Testing Fix, repair, retest Testing Approach: Unit / Integrated Testing Mock Conversions Conference Room Pilots Post-Promotion Testing CRP2, By The Numbers: 143 Testers 4 Regional Test Hubs ~3500 Test Cases

28 Best Practices – Resources 28 The key was to find the “sweet spot” between the use of internal and strong external partners ABM IT Contractor Significantly lower cost Less time to ramp-up / ramp-down resources Improved retention of domain knowledge Allows us to take on more projects in parallel Leverages expertise / experience with 8.12 to 9.1 Enables us to scale resources up and down throughout the project Limits our ability to take on other projects in parallel With significant resources dedicated to maintenance and support, we have limited bandwidth to support the upgrade Significantly higher cost Longer-term engagement to address ongoing support Less “skin in the game” ProsCons Options Our success was a direct result of: ABM’s highly-skilled ERP professionals Strong partnership with CSS Dedication of our business leaders and users

29 Results 29 Project Success: Completed scope On time Within budget Zero unplanned downtime No significant defects found post go-live No compromise to data / functionality Long-Term Success: New and improved partnerships Leveraging best-practices for future initiatives

30 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

31 The Right Tool for the Task Strengthen Your JD Edwards EnterpriseOne Arsenal “The Right Tool for the Task” Doc ID 1918339.1 will help you find out!1918339.1 @OracleJDEdwardsJD Edwards Professionals TheOracleJDEdwards My Oracle Support Communities Communities JD Edwards Attitude@Altitude Attitude@Altitude JD Edwards Newsletters EnterpriseOne WorldEnterpriseOne World

32 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |


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