1. System Review – The Forgotten Implementation Step
Northern California OAUG Training Day 2007
January 17, 2007

3. “The Forgotten Implementation Step”

4. OnTrack Methodology Refine Define Train Model Configure Go -Live
Idea to
ActionTM
ActivEra
Further
Process
Improve-ment
Version
Upgrade
Prepar-ation
Periodic
End User &
Tech.
Reviews
Refine
Overview
Application
Fast Track
Job Track
Technical
& Tools
Initial
Software
Installation
Business
Workshops
Implement-
ation
Activators
Create & Test
Scripts in
Prototype
Environment
Document
Issues
Issue
Resolution
Projects &
Preparation
End User
Training &
Document.
System Tests
Enterprise
Rollout
Activation
Final
Environ-ment
Verification
Final Data
Conversion
Live User
Activity
Initial Use
Evaluation
& Changes
Manage-ment
Sign-off
Define
Train
Model
Configure
Go -Live
Demo Setup
& Delivery
Scope &
Require.
Meeting
Contract
Signing
Project
Planning
Detail

5. You Should Not Be Here If . . .
You didn’t draw the short straw but like audits and decided to come to the meeting anyway.
You have implemented 100% of JDE features that would improve your business.
Your business has not changed since you implemented JDE.
You still have the employees you originally trained to set up JDE.
You can confidently change your JDE configuration because employees remember all their training.
You know all about the new benefits available to you in new JDE releases.

6. Where Are We Going? System Audit Introduction Timing Considerations
System Audit Roadmap
Results and Deliverables
Effort and Investment
Tips
Questions

7. Does Your System Need a Tune-Up?

8. How Well Are Your Users Running Your System?

9. Are You Considering An Upgrade?

10. What Is A System Audit?
A System Audit enables you to get the best possible return on your investment in J.D. Edwards software. The System Audit process aligns your JDE solution with your current business requirements and helps you drive additional value and benefits from recommendations on setup, processes, training, upgrading or new feature opportunities.

11. When Do I Do A System Audit?
6+ Months after Go Live
Prior to Upgrade
Every 2 years (at least!)

12. System Audit Roadmap Agree on Expectations Perform Audit
Review Audit and Develop Action Plan
Implement Action Plan
Evaluate results

13. Agree On Expectations Audit Planning Meeting
Engagement Letter Executed
Determine Audit Resources

14. Perform Audit (1)

15. Perform Audit (2)

16. Perform Audit (3)

17. System Audit Deliverable
Management Overview
Issues for Management Attention
By Functional Area
Summary
Summary Evaluation
Detail Recommendations

18. System Audit Detail Recommendations

19. . . . But, Actual Mileage May Vary
One client is looking at saving 800 hours of distribution modifications after a review of features available in the A7.3.
Another client dramatically increased the performance of their Sales Order Entry program after re-configuring it to eliminate unnecessary Supply and Demand processing.

20. . . . But, Actual Mileage May Vary
One company saved over 20 hours per month of accounting staff processing time by utilizing detail currency restatement functionality within the software
Several companies have reduced monthly closing processes by several days due to increased knowledge in troubleshooting integrity reports during the month

21. . . . But, Actual Mileage May Vary
One company was able to abandon a custom order entry process in exchange for using Preference Profile Processing available in a later release of the software
One company was able to avoid re-keying a 300 line recurring journal entry processed in Excel by using enhanced Journal Entry Upload capabilities in A7.3

22. . . . But, Actual Mileage May Vary
This company learned how to add sales reps to their address book.
One IS manager learned how to balance disk workload by redistributing the data on his drives.
Some customers have had performance problems because they have never purged their data files

23. Review Audit And Develop Action Plan
Conduct Workshop to review Findings and Recommendations
Determine Action Plan
Present Results and Plan to Executives

24. Effort And Investment Depends on scope of audit.
Typical audit involves one to two weeks of consulting effort.
Duration of audit is two to four weeks.
Cost depends on consulting rates.

25. Tips From The Pros
Set audit expectations correctly. Is this Business Process Re-engineering or a quick tune-up using the 80/20 rule?
Senior management perceptions and vision are vital, involve them.
Get the best expert help you can, experience counts and it’s worth it.
Plan for onsite documentation time.
A detailed review of recommendations with key users is very beneficial.
Develop an action plan and use it.
Budget to review your systems regularly.

26. Top Ten Reasons To Conduct Audit
1) ALIGN SYSTEM WITH BUSINESS
2) FASTER, FOCUSED UPGRADE THAT MAKES BEST USE OF NEW FEATURES
3) EMPOWER AND TRAIN USERS
4) OPTIMIZE SYSTEM PERFORMANCE
5) GET THE BEST VALUE FROM YOUR APPLICATIONS
6) INCREASE PRODUCTIVITY WITH PROCESS IMPROVEMENTS
7) KEEP YOUR FLEXIBILITY
8) ELIMINATE MODIFICATIONS
9) DOCUMENTED VALUE & BENEFITS DRIVEN RECOMMENDATIONS
10) COMPLETE SYSTEM SETUP

27. Questions?

28. DON’T WAIT . . .
CALL PLATINUM 21 TODAY !!!!!!