Effective and Efficient Solutions with UX One

Presented ByDoug McCarthy, Owner, VP Sales & Operations, TeamCain

Hi, I’m Doug

Doug McCarthy, Owner, VP Sales & Operations • Director of Enterprise Applications at Daymon Worldwide before joining

TeamCain• 17 years JDE experience

Agenda

A Question For You

UX One Role Based SolutionsPersonal Forms, Springboards, Analytical Experience, E1 Pages, Watchlists, CaféOne

How do you get to 9.2.X?Designing the Best Route, Upgrade Options & Considerations

About TeamCain

Next Steps

HOW DO YOU LIKE TO WORK?

UX One – Transforming the User Experience

• UX One = Oracle’s brand name for JDE’s new User eXperience for EnterpriseOne users

• Basis for UX One• Spend more time managing exceptions• Make EnterpriseOne more efficient for existing users• Make EnterpriseOne more appealing to new types of roles

• Leverages the Oracle Alert, Analyze, Act• Alert users about a situation• Dynamic analytics for real-time decisions• Direct path to take the right action at the

right time

UX One – Transforming the User Experience

• Personalize and create your own solutions

• Enable productivity • Increase awareness• Increase job satisfaction and participation• Role-based user experience• Map functionality to skill set• The building blocks for your business needs

UX One – Transforming the User Experience

UX One – Transforming the User Experience

UX One – Role-Based Solutions

© Oracle, January 2017

UX One – Technical Components

© Oracle, January 2017

• Allows users to simplify JDE applications dynamically with minimum technical skills

• Have the system display info that is relevant to your role, industry, and individual preferences

• See the info you need• Hide/show, move, rename, resize, reposition the controls

• Create, approve and share in minutes

UX One – Personal Forms

UX One – Personal Forms

Example of Personal Forms © Oracle, January 2017

UX One – Springboards

• Add Springboard Panes to Composed Pages• Collection of most common tasks for a role• Take action on alerts and analytics

• Task launchers• EnterpriseOne Applications• Batch Programs• ADF Applications• One View Reports

UX One – Springboards

Example of Springboard © Oracle, January 2017

UX One – Analytical Experience

• Move beyond basic charts – modern graphical user interfaces

• Built using Oracle’s JET

• Personalized through your own queries

• Bar and pie charts, form, data aggregation, data browser service requests, complex query, etc.

• Visualizations• Calendars - example, committed and available resources• Locations - example, proximity to other locations, location of other rental

properties• Relationships - example, subordinates to manager

UX One – Analytical Experience

Example of Work Order Load, Staff Utilization, Property Manager Location, Organization Chart © Oracle, January 2017

• Composed Pages• E1 Pages with user-defined layouts• Access multiple content types from a single page• Web pages, E1 Application Forms, One View Reports, Classic Pages,

Designer Panes, Watchlist Panes, Springboard Panes, OBIEE Objects, ADF Applications

• Watchlist Alerts• Notification when critical issues related to your role• Define warning and critical limits

• CaféOne• Allows users to combine information from various sources within an E1

form within one screen• Other E1 forms, web page content, E1 applications build using ADF, E1

analytic components using Oracle JET, OBIEE

UX One – E1 Pages, Watchlists, CaféOne

UX One – E1 Pages, Watchlists, CaféOne

Theoretical Example of Employee Self Service E1 Page using Composed Pages

UX One – Role-Based Solutions – How Would It Work

AR Manager AP Manager Benefits Manager

Build an efficient AR ProcessDecrease processing time with

real-time alertsAnalyze receipt trends

Monitor and address payment issues

Better supplier relationshipsPrompt payments

Support cash management strategy by analyzing invoice

processing and disbursementsIncrease A/P team efficiency

reduces cost to process invoices

Benefits utilization and effectiveness

Understand enrollment trendsEmployee engagement

Track employee eligibility to streamline processes

Payroll Manager Sales Agreement Manager Project Manager

Visibility across the organizationMonitor and resolve pay cycle

exceptionsAlign workforce costs and trends

with goalsPayroll balance accuracy and

compliance

Monitor and manage for greater visibility

Follow up on due agreement schedules

Identify and renegotiate expiring agreements

Follow up on exceptions and closed agreements

Project profitabilityAlerts on project financial

performanceOverall project health

Access all aspects of a job through the project lifecycle

HOW DO YOU GET TO 9.2.X?

Show of Hands…

• Your last upgrade:

In the last two years

Two to five years

More than five years

• And it was a:

Technical only upgrade

Technical plus some business/apps stuff

Full on upgrade

To 9.2.X – Designing the Best Route

• ERP Roadmap

• Where the business is going from the strategic side and layer on how the core system supports this

• What extensions or improvements have been made to the core system since it was last upgraded, and how can they help the business?

• What new modules or capabilities have been done that can replace functionality not currently handled in the core ERP?

• Where technology is heading and how can it benefit organization overall -emphasis on user experience

To 9.2.X – Upgrade Options & Considerations

• Upgrade Types:

• Like for Like (LFL)• Technical upgrade – in essence it is getting to the latest release

with no intention of changing the way JDE is used to conduct the business

• Like for Like + Low Hanging Fruit (LFL+LHF)• Largely a technical upgrade, but also want to take advantage of

some of the opportunities that are available in the new version

• Business Process Re-Engineering (BPR)• Most complex of the upgrades BUT best way to make sure you

are maximizing your current investment in your ERP engine

To 9.2.X – Upgrade Options & Considerations

• Simplify your upgrade

• Document your processes, enhancements, and mods

• If you have not already built up knowledge documents and test scripts from prior upgrades, do so on your next one!

• Create a staffing and resource plan

• Stay current

• Document all the touch points into and out of JDE

To 9.2.1 – Upgrade Options & Considerations

• Common steps and depth of work

To 9.2.X – Upgrade Options & Considerations

• From our experience and those of customers we have worked with and surveyed, the most common risk factors and items that impact the success of an upgrade project are:

• Lack of senior management buy in• Incomplete preparation for testing (test scripts)• Scope management• Availability of business staff• Wrong skills on the project• Poorly documented as is processes

To 9.2.X – How TeamCain Can Help

• Pre-upgrade assessment

• Fixed Fee, including expenses – we want it to be low risk

• Upgrade and migration assessments: 1 – 2 days, on site• Full report within two weeks afterwards• Covers hardware, software, modules (JDE and non)• First pass project plan, investment, resource needs

(internal and external)• Roadmap for you to chew on

• Numerous products that can lighten the load and “upgrade your upgrade” like DWS, Purge-it!, PACKMAN, Wapman, SCANMAN

“The ERP Roadmap Workshop presented by TeamCain allowed me to

clearly visualize organization improvement opportunities in respect to

ERP governance.”

“We are delighted with the results of the ERP

discoveries provided by TeamCain. They were very

easy to work with, extremely responsive, and

took the time to understand our needs.”

May the E1 9.2 Be With You

For the month of May, we’re offering

25% OffOur TeamCain ERP

Roadmap and Upgrades Workshop

Who is TeamCain?

• Consulting service partner for JD Edwards customers since 1995

Upgrades, Migrations, Spot Consulting, Training, Roll-outs

• Partnerships with Best-of-Breed JDE tools:

Purge-it!: JD Edwards (World and EnterpriseOne) archive and purge

BI Publisher Packs (BIPP): Ready-to-use template designs

SCANMAN: AP Automation Software for EnterpriseOne

PACKMAN & Self Service Password Reset: JDE Object Life Cycle Management, package build automation, self service password reset

Dimension SwiftTest: The easiest way to setup and manage your testing natively within Enterprise One

Spreadsheet Server: Spreadsheet automation, distribution and dashboards for your ERP; Enterprise Budgeting as well

QuickBiz Software Solutions: App building with less developer time, modules for Sales Commissions, Late Fees, Debt Management and many more.

What’s Next?

Contact me today to continue the conversation

Doug McCarthy, VP Sales & Operationsdoug_mccarthy@teamcain.com

800.861.7628 ext 221

www.teamcain.com