Session ID#: JDE Prepared by: Name: Tom Langell

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Presentation transcript:

Discover how Mann Packing Reduced IT’s Role in the JD Edwards Reporting Process Session ID#: JDE-104380 Prepared by: Name: Tom Langell Title: Director of Information Technology Company: Mann Packing #JDEINFOCUS

Agenda About Mann Packing Our Reporting/Business Intelligence History Our Challenges and High Level Objectives Why Microsoft Power BI Why Preferred Strategies Reporting/BI Solution Overview Keys to Success Demonstration Questions

About Mann Packing Founded in 1939, Mann Packing is an industry leading, third- generation supplier of premium fresh vegetables. Headquartered in Salinas, California, Mann’s is one of the largest suppliers of western vegetables, Broccolini® and sugar snap peas in North America. Broccolini The firm holds the distinguished Women’s Owned Business Certification from the Women’s Business Enterprise National Council.

Our Reporting/Business Intelligence History JD Edwards EnterpriseOne 9.0 on SQL Server platform Hosted by Velocity Technology Solutions JD Edwards ERW Microsoft SQL Server Reporting Services (SSRS) 2005 Hyperion for Sales reporting and forecasting Reports prepared in Excel

Our Challenges and High-Level Objectives Sales team couldn’t get the real-time data they needed IT spent too much time writing reports Finance consumed a week every month to close the books Executives and board members didn’t have timely access to important corporate financial information Operations had a hard time getting answers to basic questions Legacy reporting system was cumbersome and labor intensive

Why Microsoft Power BI #1 Market-Leader in BI (Gartner 2017) Standardization across all corporate data Coverage on users from executives to analysts to consumers Visualization and discovery with dashboards and reports Easy to Use Excel integration for power users Cloud-based delivery of reports still connected to JDE data at Velocity Drillable Financial Management Operating Statements Low Cost

Why Preferred Strategies Bullet 1 Bullet 2 Bullet 3

Reporting/BI Solution Overview Direct Connect (GL, Sales, Inventory, Manufacturing) BI Server hosted at Velocity SQL Server Analysis Services (SSAS) In-Memory Data Model from Preferred Strategies Dashboards and reports shared in Power BI Cloud Power BI Data Gateway to connect cloud reports to JDE data Income Statements and Balance Sheets on SQL Server Reporting Services install on BI Server

Keys to Success Bullet 1 Bullet 2 Bullet 3

Demonstration Power BI SSRS Financial Reports Excel Dashboards Reports Ad hoc SSRS Financial Reports Excel

Questions