1. Building a Better Way: The Weitz Company Security Model
Session ID#: 2017JDE
Q Software – Case Study
Success Through Security
Prepared by:
Dustin Tenney
Business Analyst
The Weitz Company
Tess Scott
Security Practice Manager
ERP Suites
&
#JDEINFOCUS @TheWeitzCompany @QSoftwareGlobal

2. Agenda Introduction Background JDE Landscape Before QSoftware
Challenges
Success and Future Goals
Q&A

3. Personal Introduction
Dustin Tenney
Iowa State University Graduate
Accounting
Property Management
Accountant (6 years)
Weitz
Senior Accountant (1 Year)
IT Specialist (2 Years)
Business Analyst (1 Year)
ERP Systems and Workflow Systems

4. Personal Introduction
Tess Scott
JD Edwards Enterprise One and World Techno-Functional Professional of 28 years
Security Management & Administration
SOX Compliance Officer
Application Development & Administration
Industries
Oil & Gas Technology
Manufacturing Energy and Natural Resources
Construction Telecom
PMI, Project Management Professional, PMP

5. The Weitz Company Profile
Founded in 1855
ENR Top 400 construction company
General contractor and Construction manager.
Weitz offers expertise in four core market segments:
Commercial, Industrial, Heavy Industrial, and Supply Chain
Eight satellite offices in the U.S.
Headquarters in Des Moines, IA
Service Group of America, Headquarters – Phoenix, AZ
Denver University, School of Management – Denver, CO
Sonnenalp Resort Hotel – Vail, CO

6. The Weitz Company JDE Timeline
2002 – Began using JDE (Security Model created)
2010 – Upgraded to JDE 9.0
2015 – Upgraded to tools release 9.1.5
2016 – Upgraded to 9.2 while simultaneously began using Q Software Security Model
TODAY - Over 800 users on JDE
JDE Modules:
GL, AP, AR, Job Cost, Finance, HR, Payroll, and Supply Chain
Payroll processes over 800 Salaried Users every two weeks and over 1500 Hourly Users every single week in-house

7. Challenges No Security team lead
Modifying Security was a complicated process
Took many hours of testing when changes were made
Locating little used apps on complicated menus took extra time.

8. Why Q Software? JDE Security Wish list: Over-haul all JDE Roles
Remove all individual access
Simply way to adjust security to groups
Reduces time make adjustments on the fly
Make future audits easier to get through
Pull reports showing all Separation of Duties
Easier ability to show who has access based on roles

9. Approach and Solution Confirm objective Discovery
Implement a software tool to maximize efficiency
Model best practice security

10. Approach and Solution Confirm objective
Design and implement a comprehensive low maintenance global security model that will ensure efficient and effective SOD compliance management

11. Approach and Solution
Confirm objective
Discovery

12. Approach and Solution Confirm objective Discovery
Establish project timeline
Establish project scope
Legacy analysis

13. Approach and Solution Confirm objective Discovery
Implement a software tool to maximize efficiency

14. Approach and Solution Confirm objective Discovery
Implement a software tool to maximize efficiency
Model best practice security

15. Approach and Solution Confirm objective Discovery
Implement a software tool to maximize efficiency
Model best practice security
Deny all grant back methodology
Inquiry roles by module
Global functional roles
Data roles

16. Breakthroughs with Q Software
Ease of Menu Design and Menu Super Find
Due to our complicated menu structure
Role Super Find
Component and Function breakdown
Ability to see what roles are affected when changes are made
Teach-ability

17. Breakthroughs with Q Software
Reusable Components and Functions
Address Book Maintenance is a shared service across the organization. Advantage of sharing the component will maximize the efficiency when changes are required. One change is made and all roles using the component are updated when rebuilt.

18. Breakthroughs with Q Software
Reusable Components and Functions
Supervisory and Management roles are built from the clerk or generalist functions. Define and maintain once will drive the changes throughout all the roles utilizing the function.

19. Future Plans with Q Software
Snapshot
Audit help
Able to give others security access but with approval
QSoft Reporting
UDO Assistance

20. *Questions & Answers*
Contact Information
Dustin Tenney
Business Analyst – ERP Systems
The Weitz Company
Tess Scott
Security Practice Manager
ERP Suites

21. Please complete the session evaluation We appreciate your feedback and insight Session ID# 2017JDE