Purge-it! USP's, pre-sales process & helping the customer to decide

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Presentation transcript:

Purge-it! USP's, pre-sales process & helping the customer to decide

Unique selling points of Purge-it!

The only JD Edwards-specific purging and archiving solution Ease of install Ease of configuring Ease of use Ease of accessing audit data Ease of reversal No new interface to learn No 'new pane of glass'

An Oracle Validated Integration, specifically designed for each release of JD Edwards Separate code base per JDE release Accounts for technical changes Accounts for functional changes OVI'd at 9.0, 9.1, 9.2

Purge-it! is platform, database, tools-release and web-stack independent Upgrade or change hardware? No need to upgrade Purge-it! Upgrade or change database? No need to upgrade Purge-it! Upgrade Tools? Purge-it! still works Change webstack? No problem Purge-it! interfaces via the middleware and APIs

You can archive between platforms e.g. AS400 to MS SQL Just by using Purge-it! OCM’s and Database Data Sources are your friends! Archiving from AS400/DB2 to Wintel/MS SQL? Just a different DBDS

All processes are carried out within the one job Select Validate Purge Archive Summarise Audit

Pre-defined standard Purge-it! modules No code needed No SQL needed No database knowledge needed

Configuration is performed completely within the JD Edwards Toolset No package builds and deploys required for running Configure in Batch Versions Configure with Processing Options Configure with Data Selection Custom table requirements all handled dynamically

Routines process ‘by document’ Use Transaction Control Processing Maintains data integrity Never part-purge a document Allows easy cancellation and reversal

Full interactive audit trail, at Document level Shows what HAS been archived Shows what HASN'T been archived Shows WHY it hasn't been archived JDE tables JDE apps

Choice of archiving formats SAME environment to access the archive Within Production FYK Archive tables PYK archive applications SEPARATE environment to access the archive From separate archive environment Standard JDE tables Standard JDE applications

Performs summarisation during the purge and archive routine On a transaction-by-transaction basis Even un-summarises during the reversal Also on a transaction-by-transaction basis Available for the General Ledger and Inventory modules Ensures data integrity between detail and balance tables Maintained at all times Before, during and after Both the purge and archive and reversals Allows visibility of overall movement of account/item/period

A quote from Oracle "E1 tables should ONLY ever be populated via E1 applications and middleware”

Unique benefits of Purge-it! being built in the JD Edwards toolset Uses Order Activity Rules for status checking Uses Company Master and Date Patterns for dynamic date tracking

Developed in accordance with the Oracle JD Edwards Development Standards Looks Feels Acts ...just like JD Edwards

Always uses the latest JD Edwards middleware/Tools that you have installed

Uses UBEs Well-established Standard JD Edwards process Standard for accessing and processing bulk EnterpriseOne data

Developed within its own Partner Reserved System Codes Will never conflict with Any standard JD Edwards software Any custom software that you have created

All of the Purge-it! objects are standard JD Edwards objects Identified within the Purge-it! Partner Reserved System Codes Fully integrates into JD Edwards as another module

All of the benefits of UBE's Batch Versions Processing Options Data Selection A simple single process to execute

Uses C Master BSFN’s Fast Efficient Single process Oracle are rewriting their UBE's like this

Familiar and standard JD Edwards System Admin tools Administer Purge-it! Administer your archive database Administer your archive environment OCMs Database Data Sources Object Management Workbench Package Builds Menus Security etc.

Put the purge and archive routines on the JD Edwards Scheduler Purge-it! Date Offsets Dynamically move your cut-off dates Every time the purge and archive routine is run

Additional Purge-it! features No table locks required No system down-time required Run day or night Run when users are on or off the JD Edwards system

Data integrity is maintained at four levels In the transaction In the document Between related documents in the same module Between related documents in different modules

Very shallow and a very quick learning curve Less than 15 hours of consultancy to become a Purge-it! expert!

Customers switch from their complicated generic archiving solutions To Purge-it! Others are: Very technical Require technical internal resources Or, require external consultants Don't inspire confidence

Very high customer satisfaction levels Implementation Project Post-project support 100% customer-retention level People don't move to another solution Also very happy with the people and levels of service

All Purge-it! purge and archive routines have Full-reversal processes Partial-reversal processes Transaction-level reversal processes

Continuous product improvement programme Enhancing the Purge-it! software Based on our own strategy Based on suggestions from our customers

‘KlikITWeb’ - Download the Purge-it! Software User Manual Access to the Purge-it! Knowledge Base Purge-it! whitepaper information

Purge-it! is so easy to use ‘self-install, self-train, and self-operate’ option Tight-budget Available staff Do not need any consultancy Year-on-year sustainable solution

Pre-sales process - Key steps

Qualified

Data Analysis Determines modules Provides info for demo

Demo Engage in detail, with all the team Find reasons they want to archive Discuss the data analysis Hopefully have budget holder on there Build the relationship

Closing Addressing concerns Comparisons if competitive situation

Helping the customer to decide Pick up on their drivers Address any doubts Sometimes can't make them decide 5 years and still deciding Sometimes decide on their own Purchase Order arrived before they told us Try to find a positive advocate Work with them to sell internally

SPIN Situation Problem Implication Need