2. CON7258 Leveraging Operational Intelligence
with One View Reporting
Keith Sholes
Director, Product Management
Oracle’s JD Edwards
Jeenu Singh
Project Manager, ACWD
Seth Chaikin
Director, JD Edwards at Grant Thornton
September 30, 2014
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3. Program Agenda 1
Grant Thornton Overview Alameda County Water District (ACWD) Overview One View Best Practices at ACWD One View Roadmap Q & A 2 3 4 5

4. Program Agenda 1
Grant Thornton Overview Alameda County Water District (ACWD) Overview One View Best Practices at ACWD One View Roadmap Q & A 2 3 4 5

5. About the presenter Seth Chaikin
Director, Technology Solutions Overland Park, KS
Executive summary
Seth Chaikin is a Director with Grant Thornton in the Technology Solutions practice. He has over 16 years of consulting experience, across a diverse set of industry and public sector clients and is Project Management Professional (PMP) certified. Seth's experiences include planning and program management of multi-faceted implementation projects, hands on management and implementation of ERP software packages, business process reengineering and system architecture design. Prior to Grant Thornton, Seth joined MarketSphere’s JD Edwards practice in 2006 and was responsible for managing and delivering projects, practice development, solution design and staff management. He has deep experience with the processes and configuration of the JDE Distribution and Manufacturing modules, as well as Capital Asset Management, Equipment Billing and Service Billing, and has experience with multiple releases of the software.
Industries
Consumer Products
Construction
Hospitality and Restaurants
Pet Food/Manufacturing
Water Management
Public Utilities
Metals and Mining
Metal Components
Transportation
Mineral Exploration Drilling
Retail
Department of Defense
Professional qualifications and memberships
Project Management Professional (PMP)
Education
Bachelor of Science in Business Administration, University of Kansas
Masters of Accounting and Information Systems, University of Kansas
© 2014 Grant Thornton LLP | All rights reserved | U.S. member firm of Grant Thornton International Ltd

6. About Grant Thornton V I S I O N
Grant Thornton International
Revenues of $4.2B
600 offices worldwide
Nearly 35,000 employees
More than 2,800 partners
Grant Thornton LLP
Revenues of $1.2B
54 offices nationwide
More than 6,000 employees
More than 500 partners
V I S I O N
To be the leading audit, tax and advisory firm, serving dynamic organizations in our chosen markets.
© 2014 Grant Thornton LLP | All rights reserved | U.S. member firm of Grant Thornton International Ltd

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 strategy
Governance and master data
Foundation analytics
Pre-built analytics
Advanced analytics
Enterprise Performance Management
We 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 strategy
Consolidations and financial reporting
Profitability analysis
Integrating and synchronizing data and master data
Change assurance
Enterprise Resource Planning
We 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 strategy
Implementation
Technology integration
Upgrades, optimization, and support
Human Capital Management
We 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:
Assessments
System strategy and implementation
HR intelligence
JD Edwards

8. Our JD Edwards practice
Just the facts
JD Edwards

9. Program Agenda Grant Thornton Overview1
Grant Thornton Overview
Alameda County Water District (ACWD) Overview
One View Best Practices at ACWD
One View Roadmap
Q & A 2 3 4 5

10. Case Study JD Edwards Re-Implementation and Reporting Optimization
Company Overview
First water district founded in the State of California
Headquartered in Fremont, California
Provides water to customers over square miles
Fiscal Year
82,522 Customers
$64M Sales
$104.1M Operating Budget
229 Full Time Employees
825 Miles of Distribution Pipe
Facilities
2 Treatment Plants
1 Desalinization Facility
1 Blending Facility
Heavy operations focus (engineering, asset management)
JD Edwards

11. Case Study JD Edwards Re-Implementation and Reporting Optimization
Company Situation
Implemented JD Edwards 8.0 in 2002.
Decided to upgrade to 9.1 for multiple reasons –
Support expiry
Optimize 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)
JD Edwards

12. Case Study JD Edwards Re-Implementation and Reporting Optimization
Areas Addressed and Improved by OVR:
Financials
Job Cost
Expense Management
Enterprise Asset Management
Procurement
Inventory
Human Resources
Self Service
Payroll
JD Edwards

13. Case Study JD Edwards Re-Implementation and Reporting Optimization
OneView Reporting Usage by Functional Area:
Finance
GL Account Balance
GL Inquiry
Customer Ledger
Customer Receipt
Supplier Ledger
Supplier Payment
Job Cost
Operations
Job Inquiry
Work Order Analysis
PM Analysis
Engineering
Procurement
Purchase Order Receipts
Purchase Order Inquiry
Supplier Ledger
Supplier Payment
Human Resources
PDBA History
DBA History
Employee Profile
Employee Benefits
Payroll
Pay History
Job Inquiry
Work Order Analysis
JD Edwards

14. Program Agenda Grant Thornton Overview1
Grant Thornton Overview
Alameda County Water District (ACWD) Overview
One View Best Practices at ACWD
One View Roadmap
Q & A 2 3 4 5

15. OVR Best Practices at ACWD
JD Edwards Re-Implementation and Reporting Optimization
OVR Examples
OVR applications used the most
Account Balance and G/L Inquiries
Customer Ledger and Supplier Ledger
Work Order Analysis and PM Analysis
Job 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 Division
JD Edwards

16. Case Study JD Edwards Re-Implementation and Reporting Optimization
Benefits & Value Achieved by the Upgrade to 9.1 with OVR:
Maximized process efficiencies
Updated and streamlined organization structure and chart of accounts
One 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)
JD Edwards

17. OVR Best Practices at ACWD
JD Edwards Re-Implementation and Reporting Optimization
Query Management and Watchlists
Advanced 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 Type
Requisitions 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 users
JD Edwards

18. OVR Best Practices at ACWD
JD Edwards

19. OVR Best Practices at ACWD
JD Edwards Re-Implementation and Reporting Optimization
E1 Pages – Enabling OVR
E1 Pages used extensively for system navigation
Setup by module – A/R, A/P, Job Cost, EAM, etc…
Setup by process – Requisition Processing, Procurement Office, Work Order Processing
Setup by frequency of use – Daily Processes
Built off of pre-existing menu tasks – all E1 Page buttons were also menu tasks, allowing for easy update of the name or version called
Page security setup by role – some pages were hidden from users who didn't use those applications
Enabled OVR
One View applications were included on E1 Pages that they were related to
Provided easy access to users
Some applications put on multiple pages for ease of use – ex. Job Inquiry linked to Job Cost, EAM and G/L Pages
JD Edwards

20. OVR Best Practices at ACWD
E1 Pages By Module - General Accounting
JD Edwards

21. OVR Best Practices at ACWD
E1 Pages By Frequency - Frequent Processes
JD Edwards

22. OVR Best Practices at ACWD
OVR – Work In Process Report
JD Edwards

23. OVR Best Practices at ACWD
OVR – Sick and Appointment Leave
JD Edwards

24. OVR Best Practices at ACWD
OVR – Overtime Report
JD Edwards

25. OVR Users – Roles in the Organization
Who is using OVR at ACWD?
Roles
IT – Developers and Project Manager
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.."
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 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 PowerPoint
JD Edwards

27. Lessons Learned / Best Practices
Things to Keep in Mind on Projects Utilizing 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 reports
Ensure 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 needed
JD Edwards

28. Program Agenda Grant Thornton Overview1
Grant Thornton Overview
Alameda County Water District (ACWD) Overview
One View Best Practices at ACWD
One View Roadmap
Q & A 2 3 4 5

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30. One View Reporting for Rental Management
Coming Soon
One View Reporting for Rental Management
Roadmap
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 Inquiry
Related Orders for Rental Contracts
Rental Contract Profitability Inquiry
Rental Contract Profitability
Roadmap subject to change without notice. The above is intended
for information purposes and may not be incorporated into a contract.

31. One View Reporting Roadmap Notification of additional records
Planned for Tools 9.1.5
One View Reporting
Roadmap
Notification of additional records
Display selection criteria for all report types
Auto find option within the Drill Back composer
Roadmap subject to change without notice. The above is intended
for information purposes and may not be incorporated into a contract.

32. One View Financial Report Writer
Planned
One View Financial Report Writer
Roadmap
Easy to use feature for creating, maintaining, and running Financial Statements
Leverage One View technology for formatting and rendering output
End user focused
Support for current and historical organizational structure
Roadmap subject to change without notice. The above is intended
for information purposes and may not be incorporated into a contract.

33. One View Roadmap One View for Outbound Inventory Management
Planned
One View Roadmap
One View for Outbound Inventory Management
One View for Grower Management
Watchlist content
Data Visualization within the app
Scheduler
Roadmap subject to change without notice. The above is intended
for information purposes and may not be incorporated into a contract.

34. Program Agenda Grant Thornton Overview1
Grant Thornton Overview
Alameda County Water District (ACWD) Overview
One View Best Practices at ACWD
One View Roadmap
Q & A 2 3 4 5