7 Integrating ERP, EPM and BI JD Edwards Business Intelligence We help our clients integrate transactions to report on financial results and variances with governed standards. Services include:Reporting and analytics strategyGovernance and master dataFoundation analyticsPre-built analyticsAdvanced analyticsEnterprise Performance ManagementWe help our clients transform data into usable information. Our services give clients better visibility into their business that enables actionable decision-making:Enterprise-wide planning, forecasting and strategyConsolidations and financial reportingProfitability analysisIntegrating and synchronizing data and master dataChange assuranceEnterprise Resource PlanningWe 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 decision-making. Services include:System strategyImplementationTechnology integrationUpgrades, optimization, and supportHuman Capital ManagementWe 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:AssessmentsSystem strategy and implementationHR intelligenceJD Edwards
8 Our JD Edwards practice Just the factsJD Edwards
9 Program Agenda Grant Thornton Overview 1Grant Thornton OverviewAlameda County Water District (ACWD) OverviewOne View Best Practices at ACWDOne View RoadmapQ & A2345
10 Case Study JD Edwards Re-Implementation and Reporting Optimization Company OverviewFirst water district founded in the State of CaliforniaHeadquartered in Fremont, CaliforniaProvides water to customers over square milesFiscal Year82,522 Customers$64M Sales$104.1M Operating Budget229 Full Time Employees825 Miles of Distribution PipeFacilities2 Treatment Plants1 Desalinization Facility1 Blending FacilityHeavy operations focus (engineering, asset management)JD Edwards
11 Case Study JD Edwards Re-Implementation and Reporting Optimization Company SituationImplemented JD Edwards 8.0 in 2002.Decided to upgrade to 9.1 for multiple reasons –Support expiryOptimize internal and external customer facing processesOutdated and inefficient processesModifications requiring maintenance and perpetuating poor processesLoss of core systems knowledgeComplacency with status quoNo formal process documentation, ongoing training, or user proceduresProcess improvement or process rationalization voidFinance driven ERP environment with little input from operations or HRDesire for enhanced reporting capabilities (e.g. OVR)JD Edwards
12 Case Study JD Edwards Re-Implementation and Reporting Optimization Areas Addressed and Improved by OVR:FinancialsJob CostExpense ManagementEnterprise Asset ManagementProcurementInventoryHuman ResourcesSelf ServicePayrollJD Edwards
13 Case Study JD Edwards Re-Implementation and Reporting Optimization OneView Reporting Usage by Functional Area:FinanceGL Account BalanceGL InquiryCustomer LedgerCustomer ReceiptSupplier LedgerSupplier PaymentJob CostOperationsJob InquiryWork Order AnalysisPM AnalysisEngineeringProcurementPurchase Order ReceiptsPurchase Order InquirySupplier LedgerSupplier PaymentHuman ResourcesPDBA HistoryDBA HistoryEmployee ProfileEmployee BenefitsPayrollPay HistoryJob InquiryWork Order AnalysisJD Edwards
14 Program Agenda Grant Thornton Overview 1Grant Thornton OverviewAlameda County Water District (ACWD) OverviewOne View Best Practices at ACWDOne View RoadmapQ & A2345
15 OVR Best Practices at ACWD JD Edwards Re-Implementation and Reporting OptimizationOVR ExamplesOVR applications used the mostAccount Balance and G/L InquiriesCustomer Ledger and Supplier LedgerWork Order Analysis and PM AnalysisJob InquiryPurchase Order and PO Receipts InquiriesPDBA and DBA History DetailEmployee Benefits and Employee Profile InquiriesUser Generated ReportsWork In Process Amounts by Job Type, Job and Object AccountEquipment Time Entry Entries by Division and UserOpen Work Orders by Division and StatusSick and Appointment Leave TimeOvertime ReportPurchase Orders by DivisionJD Edwards
16 Case Study JD Edwards Re-Implementation and Reporting Optimization Benefits & Value Achieved by the Upgrade to 9.1 with OVR:Maximized process efficienciesUpdated 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 upgradesEmpowered end users to query or report on information with much less dependence on centralized resourcesReduced need for paper in the requisition, time entry, and expense management processesIncreased employee understanding of the most effective use of JD Edwards 9.1Significantly improved and much more timely financial reportingIncreased user acceptance and satisfaction levelsTransitioned from a Finance-driven ERP to an Enterprise-driven ERP (including HR and Operations)JD Edwards
17 OVR Best Practices at ACWD JD Edwards Re-Implementation and Reporting OptimizationQuery Management and WatchlistsAdvanced Query Capability used extensivelyUsed to drive One View Reports – standard and user createdMultiple queries per applicationPurchase Orders to be generated by PO TypeRequisitions awaiting approvalUnposted General Ledger transactions by transaction typeOpen EAM Work Orders by division, status and date criteriaPM Work Orders from the previous monthJob Cost balances by job type, supervisor and job statusPayroll entries by division, job and supervisorPayroll totals by PDBA, DBAQueries created and copied out to *PUBLIC or specific roles for use by multiple usersWatchlists created based on Advanced QueriesAllows users to quickly see pending items and take actionSuper users creating watchlists and sharing with other usersReduces the number of clicks and time spent in the system for usersJD Edwards
19 OVR Best Practices at ACWD JD Edwards Re-Implementation and Reporting OptimizationE1 Pages – Enabling OVRE1 Pages used extensively for system navigationSetup by module – A/R, A/P, Job Cost, EAM, etc…Setup by process – Requisition Processing, Procurement Office, Work Order ProcessingSetup by frequency of use – Daily ProcessesBuilt off of pre-existing menu tasks – all E1 Page buttons were also menu tasks, allowing for easy update of the name or version calledPage security setup by role – some pages were hidden from users who didn't use those applicationsEnabled OVROne View applications were included on E1 Pages that they were related toProvided easy access to usersSome applications put on multiple pages for ease of use – ex. Job Inquiry linked to Job Cost, EAM and G/L PagesJD Edwards
20 OVR Best Practices at ACWD E1 Pages By Module - General AccountingJD Edwards
21 OVR Best Practices at ACWD E1 Pages By Frequency - Frequent ProcessesJD Edwards
22 OVR Best Practices at ACWD OVR – Work In Process ReportJD Edwards
23 OVR Best Practices at ACWD OVR – Sick and Appointment LeaveJD Edwards
24 OVR Best Practices at ACWD OVR – Overtime ReportJD Edwards
25 OVR Users – Roles in the Organization Who is using OVR at ACWD?RolesIT – Developers and Project ManagerProcurement OfficerOperations Division ManagersEngineering Program ManagersMaintenance PlannersPayroll ManagersHR StaffA/P and A/R StaffFeedback 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.."JD Edwards
26 OVR Impact on IT 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 managementLess help desk tickets asking for specific dataFewer requests for one-off reports that are only needed for short periods of timeSystem Performance:Processing 43,000 records in 20 seconds!Initial record retrieval setting at 10,000, increased to 50,000 – no performance issuesCreated reports with pivot tables, charts, data tablesAccessing reports via the interactive viewer, PDF, Excel and PowerPointJD Edwards
27 Lessons Learned / Best Practices Things to Keep in Mind on Projects Utilizing OVROVR ImplementationsStart the communication and training early and review it multiple timesAllows users to see the value and start to learn the new toolsLeverage E1 Pages to provide access and Advanced Queries to identify data sets, for OVRIdentify a group of super users who will become adept at creating new OVR reportsEnsure a cross section by functional areaThese users can train their peers as needs come up in the futureLeverage OVR on standard applications, as well as the OVR appsUtilize 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 themLeverage the standard OVR reports to create new ones specific to your needsDon’t recreate the wheelEach OVR app has multiple reports – if they aren't exactly what you need, create a copy and modify as neededJD Edwards
28 Program Agenda Grant Thornton Overview 1Grant Thornton OverviewAlameda County Water District (ACWD) OverviewOne View Best Practices at ACWDOne View RoadmapQ & A2345
29 This is a Safe Harbor Front slide, one of two Safe Harbor Statement slides included in this template.One of the Safe Harbor slides must be used if your presentation covers material affected by Oracle’s Revenue Recognition PolicyTo learn more about this policy,For internal communication, Safe Harbor Statements are not required. However, there is an applicable disclaimer (Exhibit E) that should be used, found in the Oracle Revenue Recognition Policy for Future Product Communications. Copy and paste this link into a web browser, to find out more information. For all external communications such as press release, roadmaps, PowerPoint presentations, Safe Harbor Statements are required. You can refer to the link mentioned above to find out additional information/disclaimers required depending on your audience.
30 One View Reporting for Rental Management Coming SoonOne View Reporting for Rental ManagementRoadmapRental Contract InquiryRental Contracts by CustomerRental Contracts by EquipmentRental Contracts by Business UnitRental Contracts by InventoryExpired/Expiring Rental ContractsRental Contract Related Order InquiryRelated Orders for Rental ContractsRental Contract Profitability InquiryRental Contract ProfitabilityRoadmap subject to change without notice. The above is intendedfor information purposes and may not be incorporated into a contract.
31 One View Reporting Roadmap Notification of additional records Planned for Tools 9.1.5One View ReportingRoadmapNotification of additional recordsDisplay selection criteria for all report typesAuto find option within the Drill Back composerRoadmap subject to change without notice. The above is intendedfor information purposes and may not be incorporated into a contract.
32 One View Financial Report Writer PlannedOne View Financial Report WriterRoadmapEasy to use feature for creating, maintaining, and running Financial StatementsLeverage One View technology for formatting and rendering outputEnd user focusedSupport for current and historical organizational structureRoadmap subject to change without notice. The above is intendedfor information purposes and may not be incorporated into a contract.
33 One View Roadmap One View for Outbound Inventory Management PlannedOne View RoadmapOne View for Outbound Inventory ManagementOne View for Grower ManagementWatchlist contentData Visualization within the appSchedulerRoadmap subject to change without notice. The above is intendedfor information purposes and may not be incorporated into a contract.
34 Program Agenda Grant Thornton Overview 1Grant Thornton OverviewAlameda County Water District (ACWD) OverviewOne View Best Practices at ACWDOne View RoadmapQ & A2345