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CON7258 Leveraging Operational Intelligence with One View Reporting Keith Sholes Director, Product Management Oracle’s JD Edwards Jeenu Singh Project.

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Presentation on theme: "CON7258 Leveraging Operational Intelligence with One View Reporting Keith Sholes Director, Product Management Oracle’s JD Edwards Jeenu Singh Project."— Presentation transcript:

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

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

4 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Program Agenda Grant Thornton Overview Alameda County Water District (ACWD) Overview One View Best Practices at ACWD One View Roadmap Q & A

5 About the presenter © 2014 Grant Thornton LLP | All rights reserved | U.S. member firm of Grant Thornton International Ltd 5 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 Pet Food/Manufacturing Metals and Mining Mineral Exploration Drilling Construction Water Management Metal Components Retail Hospitality and Restaurants Public Utilities Transportation 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

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

7 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 Upgrades, optimization, and support 7 Integrating ERP, EPM and BI JD Edwards

8 8 Our JD Edwards practice Just the facts JD Edwards

9 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Program Agenda Grant Thornton Overview Alameda County Water District (ACWD) Overview One View Best Practices at ACWD One View Roadmap Q & A

10 Case Study 10 JD Edwards 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 ,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)

11 Case Study 11 JD Edwards JD Edwards Re-Implementation and Reporting Optimization Company Situation Implemented JD Edwards 8.0 in 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)

12 Case Study 12 JD Edwards 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

13 Case Study 13 JD Edwards 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 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 Analysis

14 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Program Agenda Grant Thornton Overview Alameda County Water District (ACWD) Overview One View Best Practices at ACWD One View Roadmap Q & A

15 OVR Best Practices at ACWD 15 JD Edwards 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

16 Case Study 16 JD Edwards 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)

17 OVR Best Practices at ACWD 17 JD Edwards 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

18 OVR Best Practices at ACWD 18 JD Edwards

19 OVR Best Practices at ACWD 19 JD Edwards 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

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

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

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

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

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

25 OVR Users – Roles in the Organization 25 JD Edwards 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.."

26 OVR Impact on IT 26 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 PowerPoint

27 Lessons Learned / Best Practices 27 JD Edwards 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

28 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Program Agenda Grant Thornton Overview Alameda County Water District (ACWD) Overview One View Best Practices at ACWD One View Roadmap Q & A

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

30 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 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 Inquiry Related Orders for Rental Contracts Rental Contract Profitability Inquiry Rental Contract Profitability Coming Soon Roadmap Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.

31 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | One View Reporting Roadmap Notification of additional records Display selection criteria for all report types Auto find option within the Drill Back composer Planned for Tools Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.

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

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

34 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Program Agenda Grant Thornton Overview Alameda County Water District (ACWD) Overview One View Best Practices at ACWD One View Roadmap Q & A

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

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