JD Edwards Summit Driving a Successful One View

JD Edwards Summit Driving a Successful One View Reporting Implementation Greg Davis JD Edwards National Practice Leader at Grant Thornton Seth Chaikin Director, JD Edwards at Grant Thornton Keith Sholes Director, Product Management at JD Edwards Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Program Agenda 1 The Business Case for OVR 2 The Approach for Implementation 3 Case Study: Alameda County Water District (ACWD) 4 Best Practices at ACWD – What Worked 5 One View Roadmap 5 Q&A Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

Program Agenda 1 The Business Case for OVR 2 The Approach for Implementation 3 4 5 5 Case Study: Alameda County Water District (ACWD) Best Practices at ACWD – What Worked One View Roadmap Q&A

Solutions for Entire Reporting Spectrum What is Happening? What Happened? Executive Management Department Managers Operational Users AP/AR Specialist, Warehouse Manager What Should Happen? Oracle BI Applications (OBIA) AP/AR Manager, General Accounting Manager Buyer, Planner, Credit Analyst, Accountant What Will Happen? EPM Applications (Hyperion) Sales Executives, CFO Individual Contributors Why Did This Happen? One View Watch Lists UBE & Inquiries One View Reporting • Expedited MFG messages waiting? • Labor costs by job and cost code? • Licenses and permits expiring? • Top 10 customers by overdue $?

The Business Case for OVR What is the value? Where is the ROI? • Ad-hoc reporting improvements • BI Publisher optimization • Reduction in customizations ü program/form changes • Watchlist capabilities ü Alerts/notifications ü Query Management • Reports "cleansing" (elimination of pointless reports) • Reduction in IT service requests • Change control efficiency • Performance improvements • Increased IT support on issues (helpdesk) JD Edwards 6

Program Agenda 1 The Business Case for OVR 2 The Approach for Implementation 3 4 5 5 Case Study: Alameda County Water District (ACWD) Best Practices at ACWD – What Worked One View Roadmap Q&A

The Approach for Implementation How do you make this happen? • Change Assurance – investment in your upgrade or implementation • Demonstrate the "ease" of use • Proactive Design ü Query Management – enable end users ü Watchlists – show the value ü Automation – improve efficiency • ERP Governance ü Operating Group – IT and business harmony ü Master Data Management ü Enable super users (empower them) • Leverage canned OVR applications • Enable with E 1 pages • Focus on eliminating several customizations • Reporting enhancements / BI improvements JD Edwards 8

Program Agenda 1 The Business Case for OVR 2 The Approach for Implementation 3 Case Study: Alameda County Water District (ACWD) 4 5 5 Best Practices at ACWD – What Worked One View Roadmap Q&A

Case Study JD Edwards Re-Implementation and Reporting Optimization Company Situation • Implemented JD Edwards 8. 0 in 2002. • Decided to upgrade to 9. 1 for multiple reasons – ü ü ü Support expiry Optimize internal and external customer facing processes Outdated and inefficient processes Modifications requiring maintenance and perpetuating poor processes Loss of core systems knowledge • Complacency with status quo • No formal process documentation, ongoing training, or user procedures • Process improvement or process rationalization void ü Finance driven ERP environment with little input from operations or HR ü Desire for enhanced reporting capabilities (e. g. OVR) JD Edwards 10

Case Study JD Edwards Re-Implementation and Reporting Optimization Areas Addressed and Improved by OVR: • • Financials Job Cost Expense Management Enterprise Asset Management Procurement Inventory Human Resources ü Self Service • Payroll JD Edwards 11

Case Study JD Edwards Re-Implementation and Reporting Optimization One. View Reporting Usage by Functional Area: • Finance • • GL Account Balance GL Inquiry Customer Ledger Customer Receipt Supplier Ledger Supplier Payment Job Cost • Operations • • Job Inquiry GL Account Balance Work Order Analysis PM Analysis • Engineering • • • Job Inquiry GL Account Balance Work Order Analysis • Procurement • • Purchase Order Receipts Purchase Order Inquiry Supplier Ledger Supplier Payment • Human Resources • • PDBA History Employee Profile Employee Benefits • Payroll • • • PDBA History Pay History Job Inquiry Work Order Analysis JD Edwards 12

Program Agenda 1 The Business Case for OVR 2 The Approach for Implementation 3 4 5 5 Case Study: Alameda County Water District (ACWD) Best Practices at ACWD – What Worked One View Roadmap Q&A

OVR Best Practices at ACWD JD Edwards Re-Implementation and Reporting Optimization OVR Examples • OVR applications used the most ü ü ü ü Account Balance and G/L Inquiries Customer Ledger and Supplier Ledger Work Order Analysis and PM Analysis Job Inquiry Purchase Order and PO Receipts Inquiries PDBA and DBA History Detail Employee Benefits and Employee Profile Inquiries • User Generated Reports ü ü ü Work In Process Amounts by Job Type, Job and Object Account Equipment Time Entry Entries by Division and User Open Work Orders by Division and Status Sick and Appointment Leave Time Overtime Report Purchase Orders by Division JD Edwards 14

Case Study JD Edwards Re-Implementation and Reporting Optimization Benefits & Value Achieved by the Upgrade to 9. 1 with OVR: • Maximized process efficiencies • Updated and streamlined organization structure and chart of accounts • One View Reporting was a catalyst for change: ü Eliminated customizations to ensure more efficient support and ease of future upgrades ü Empowered end users to query or report on information with much less dependence on centralized resources ü Reduced need for paper in the requisition, time entry, and expense management processes ü Increased employee understanding of the most effective use of JD Edwards 9. 1 ü Significantly improved and much more timely financial reporting ü Increased user acceptance and satisfaction levels ü Transitioned from a Finance-driven ERP to an Enterprise-driven ERP (including HR and Operations) JD Edwards 15

OVR Best Practices at ACWD JD Edwards Re-Implementation and Reporting Optimization Query Management and Watchlists • Advanced Query Capability used extensively ü Used to drive One View Reports – standard and user created ü Multiple queries per application • Purchase Orders to be generated by PO Type • Requisitions awaiting approval • Unposted General Ledger transactions by transaction type • Open EAM Work Orders by division, status and date criteria • PM Work Orders from the previous month • Job Cost balances by job type, supervisor and job status • Payroll entries by division, job and supervisor • Payroll totals by PDBA, DBA ü Queries created and copied out to *PUBLIC or specific roles for use by multiple users • Watchlists created based on Advanced Queries ü Allows users to quickly see pending items and take action ü Super users creating watchlists and sharing with other users ü Reduces the number of clicks and time spent in the system for users JD Edwards 16

OVR Best Practices at ACWD JD Edwards 17

OVR Best Practices at ACWD OVR – Work In Process Report JD Edwards 18

OVR Best Practices at ACWD OVR – Sick and Appointment Leave JD Edwards 19

OVR Best Practices at ACWD OVR – Overtime Report JD Edwards 20

OVR Users – Roles in the Organization Who is using OVR at ACWD? Roles • • IT – Developers and Project Manager Procurement Officer Operations Division Managers Engineering Program Managers Maintenance Planners Payroll Managers HR Staff A/P and A/R Staff Feedback from users: • • "Finally a tool where I can create my own report in a timely manner" "I love Watchlists!" "The new advanced query tools in JDE 9. 1 have improved my ability to get the information I need. . " "I don't have to wait on IT to give me what I need anymore. . " JD Edwards 21

OVR Impact on IT Organization and Performance IT Organization: • Less time spent developing reports and more time supporting end users on how to create OVR's, Watchlists, etc. • More time to work on proactive controls (e. g. change control, maintenance) • More time to focus on release management • Less help desk tickets asking for specific data • Fewer requests for one-off reports that are only needed for short periods of time System Performance: • • Processing 43, 000 records in 20 seconds! Initial record retrieval setting at 10, 000, increased to 50, 000 – no performance issues Created reports with pivot tables, charts, data tables Accessing reports via the interactive viewer, PDF, Excel and Power. Point JD Edwards 22

Lessons Learned / Best Practices Things to Keep in Mind on Projects Utilizing OVR Implementations • Start the communication and training early and review it multiple times ü Allows users to see the value and start to learn the new tools • Leverage E 1 Pages to provide access and Advanced Queries to identify data sets, for OVR • Identify a group of super users who will become adept at creating new OVR reports ü Ensure a cross section by functional area ü These users can train their peers as needs come up in the future • Leverage OVR on standard applications, as well as the OVR apps • Utilize OVR to eliminate customizations – added fields on forms, new apps to display data, etc… • Identify Advanced Queries, Watchlists and OVR reports that are useful to multiple employees …. . and publish them • Leverage the standard OVR reports to create new ones specific to your needs ü Don’t recreate the wheel ü Each OVR app has multiple reports – if they aren't exactly what you need, create a copy and modify as needed JD Edwards 23

Program Agenda 1 The Business Case for OVR 2 The Approach for Implementation 3 Case Study: Alameda County Water District (ACWD) 4 Best Practices at ACWD – What Worked 5 One View Roadmap 5 Q&A Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

One View Reporting for Rental Management Now Available Roadmap Rental Contract Inquiry • Rental Contracts by Customer • Rental Contracts by Equipment • Rental Contracts by Business Unit • Rental Contracts by Inventory • Expired/Expiring Rental Contracts Rental Contract Related Order Inquiry • Related Orders for Rental Contracts Rental Contract Profitability Inquiry • Rental Contract Profitability Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

Now Available One View Reporting Tools 9. 1. 5 • Notification of additional records • Display selection criteria for all report types • Auto find option within the Drill Back composer Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

Now Available Support for Vertical Clustering with Load Balancer • Configuration solution • See knowledge doc ID 1516935. 1 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

Planned One View Financial Report Writer Roadmap • Easy to use feature for creating, maintaining, and running Financial Statements • Leverage One View technology formatting and rendering output • End user focused • Support for current and historical organizational structures Roadmap subject to change without notice. The above is intended Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | for information purposes and may not be incorporated into a contract.

Planned One View Roadmap • One View for Outbound Inventory Management • One View for Grower Management • Watchlist content • Data Visualization within the app • Scheduler Roadmap subject to change without notice. The above is intended Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | for information purposes and may not be incorporated into a contract.

JD Edwards Information Experience Simplified Goal: Simplify access to and experience with JD Edwards information resources www. learnjde. com www. simplifyjde. com • My Oracle Support • Oracle Technology Network • Oracle Learning Library • Oracle University • Oracle. com Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 31

Program Agenda 1 The Business Case for OVR 2 The Approach for Implementation 3 Case Study: Alameda County Water District (ACWD) 4 Best Practices at ACWD – What Worked 5 One View Roadmap 5 Q&A Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

Quicker Service Request (SR) Resolution My Oracle Support enhancements for quicker issue resolution – Find targeted solutions while logging SRs with NEW Guided Resolutions • Narrows down the issue and guides you to a recommended solution when creating an SR. – Reduce SR resolution times with NEW SR Data Collection (SRDC) • Provides a consistent set of required data (e. g. logs, screenprints) to help shorten the time it takes to clarify issues and resolve SRs. – Increase solution collaboration by leveraging the NEW Chat Feature • In My Oracle Support, a support engineer can now instant message you about your SR. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

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