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

2. 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

3. 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.

4. 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

5. 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

6. 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

7. Why Preferred Strategies
Bullet 1
Bullet 2
Bullet 3

8. 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

9. Keys to Success
Bullet 1
Bullet 2
Bullet 3

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

11. Questions