A JDE Hat Trick –3 ways to extend your JDE and get great efficiencies

Presented by

Mike Guerin | President | TeamCain

InFocus December 3, 2013Session ID 102970

Agenda

•JD Edwards ERP extensions– RF-SMART

– Spreadsheet Server and Executive Dash

– Purge-IT!

•What is it?•What is it?

•What’s the value?

•Ask yourself …

•Customer examples

• Provided by ICS –Oracle Platinum partner; over 2 decades of experience

• RF integration with both World and EnterpriseOne - real time

• Tailoring –workflow scripts can be configured by customer

• Stable –RF-SMART averages 4.4 support calls per day from over 1500customers worldwide

• In premise - picking, receiving, manufacturing, label printing, counts …

RF-Smart –what is it?

• Field –sales, service, POD, DSD, labour

• Barcodes, voice, RFID –multimodal

• Warehouse Intelligence

• Works with all major RF hardware

• Extensions to JDE, including Licence Plating

• Eliminate time consuming and inaccurate paper based processes

• Guided work for staff –define processes and have them followed

• Get to “5 9s”for inventory accuracy … how are you doing?

• Greatly reduce staff training time

• In conjunction with WMS, really make your operations sing!

• Increase your volumes without corresponding increase in staff / space

RF-Smart –what’s the value?

• Increase your volumes without corresponding increase in staff / space

• Virtually eliminate human error in receive / pick / ship process

• Reduce excess safety stock

• Real time visibility into stock and order status

• Cloud based solution now available

• CARRYING COST: $30 million in inventory, safety stock now 9%,reduce by 1/3 = $900K reduction. 15% COC = $135K

• SHIP ERRORS: 2,500 lines per day picked, a 1.5% reduction in errors,$20/error (low) to fix = $195K/year in savings (excludes customer satincrease)

• STAFF SAVINGS: 10 staff, $45K/person burdened cost, 15% increase(have seen more than this) = $68K/year in savings

RF-Smart –some numbers …

(have seen more than this) = $68K/year in savings

• Total of almost $400K annually

• What is your inventory accuracy? What would 1, 2 or 3% improvementmean?

• How long does it take to train seasonal or new staff?

• What is your level of errors in shipments? Picking? Receiving?

• What would a 50% increase in volume mean to your operations (or anacquisition)?

RF-Smart –Ask yourself …

• Are you wiping out your main pick area for large orders?

• Do you work in multiple units of measure (AWM)

• Your warehouse manager’s office … drowning in paper??

Is your warehouse operation more like a hockey game or a ballet?

RF-Smart –Alcon Labs (JDE World)

• Part of Alcon –founded in 1945, Canadian operations started in 1959; partof Novartis since Jan 2010

• 3 key product lines - Surgical, Ophthalmic Rx, Contact Lens Care• Needed to:

• Improve overall accuracy and efficiency• Eliminate “periods of mayhem”and “tricks”to get work done• Manage new, larger facility

• Implemented RF-SMART and AWM (system 46)• Implemented RF-SMART and AWM (system 46)• Staged: replenishment first, then picking, then putaway• Main goals:

• inventory accuracy to 99.9% from 97%• Pick accuracy (errors) to 1 in 1,000 from 1 in 200• Handle growth more efficiently• Directed picking, directed putaway, replenishment , picking in right units

from right location (mainly via AWM)

RF-Smart –Alcon Labs

• Results:• Live for over 10 years, project was on time and on budget• Volume is up 50% with only 10% staff increase• Physical counts eliminated• New staff trained in 45 minutes versus 30 days• Integration allows staff in Customer Service to see live status of orders• Data captured used to set objectives for warehouse staff• Now “paperless”in operation• Wall to wall counts in areas down to 6 hours versus 3 days

• Other benefits obtained that are more tied to the AWM implementation.

“I would never want to go back to the old ways … ”Neil Wilson, Director Logistics and Facilities

RF-Smart –D-Link UK (EnterpriseOne)

• Running JDE for years; implemented RF-SMART and AWM• New facility in 2005 for European operations –74,000 square foot

warehouse –consolidated from several separate facilities• Ship to 27 countries, primarily distribution customers (not consumers)• D-Link Canada, Australia, US also run RF-SMART.• Wins and benefits:

• From 2002 to 2004: 35% reduction in warehouse labor costs; furtherreduction of about 14% since then; volumes over 6 years increased about 25%.reduction of about 14% since then; volumes over 6 years increased about 25%.

• Training time went from months to about 20 minutes• Air (rush) shipments dropped dramatically (from about 35 –40%) to

virtually none … similar to what has happened at other D-Link locations.(Not solely due to RF-Smart, but this was a key contributor)

• Dramatic reduction in stock write offs• Inventory accuracy from about 67% in 2004 to 99.999% since 2006• Cost as compared to products shipped, received and sales dollars down 55% –

75%

RF-SMART –Customer comments

“With RF-SMART, we have experienced a 25% increase in productivity and a 67%decrease in overtime costs –a savings of more than $300,000 annually. Althoughwe thought the system would pay for itself in two years, it only took nine months.”

Bacardi Bottling

“Inefficiencies decreased dramatically as manual data entry was replaced with RF-SMART’s high-speed automated data collection. As a result, Able Sales reducedSMART’s high-speed automated data collection. As a result, Able Sales reducedtheir inventory counts from three days to just six hours on an annual basis. Ablesales also tripled operational capacity without adding to their employeeheadcount.”

Able Sales

RF-SMART –Questions?

Purge-IT! –what is it?

• JDE specific data file purge and archive solution; OVI for EnterpriseOne.

• Native to JDE –written in CL / RPG (World) or in JDE toolset(EnterpriseOne)

• Single job for purge, summarize and archive

• Production access to archived data (EnterpriseOne version), or classicaccess via separate dataset (EnterpriseOne and World)

• Robust and unique audit data for triaging any issues• Robust and unique audit data for triaging any issues

• Transaction based commitment control

• Installs as a SAVF (World) or ASU (EnterpriseOne)

• Modules for most main ones in JDE, plus custom module for anything not“out of the box”

Purge-IT! –what’s the value?

• Upgrading: eliminate the time associated with the excess data

• Regular: reduce DB size in a controlled, integrity basedmanner, providing for better performance

• Reduce the need to add disk and upgrade the system

• EnterpriseOne: allow access to archived data directly within• EnterpriseOne: allow access to archived data directly withinproduction

• Clean up old and dirty data

• Carve off obsolete data (LOB, division that was closed)

• Easy to use, easy to maintain

• How much data do you have –7 or more years is likely toomuch

• How is your performance?

• How long is your backup taking?

• Do you know the impact of your data on a DR declaration?

Purge-IT! –Ask yourself …

• Do you know the impact of your data on a DR declaration?

• Have you ever taken a look at your file usage and disk spaceby module?

• Has your business changed in the last X years?

• Refreshing environments regularly?

Purge-IT! –RR Donnelley

• Global provider of integrated communications. Over 60,000 customersworldwide and 55,000 employees, founded in 1864.

• Backup processing would interfere with daily processing• Reports starting to run very slowly• Needed to clear up data and consolidate from multiple instances / versions

Phase I Implemented GL, AP, AR, PO, SOP, IN with EnterpriseOne 9.0

Phase II Phase II Archived 3 different JDE releases and consolidated data. Retired A7.3 release and migrated to EnterpriseOne 9.0 Retired OneWorld 8.0 release and migrated to EnterpriseOne 9.0

Purge-IT! –RR Donnelley - results

“From the IT perspective, the Purge-it! product has done exactly what itsaid it would do, which is always a good thing about a product. From abusiness perspective, the end-users have the confidence of knowing that thearchive data is easily accessible on-line, if they need to go back to it. Wegained a lot of intangible benefits, including:• Increases in batch and interactive processing speed• Reduction of back-up time and system downtime• Reduction in back-up media size• Reduction in data integrity issues related to big-data• Reduction in data integrity issues related to big-data• Reductions of support needed to correct data integrity issues• Reductions in support to manage a slowing system• Reduction in the future costs of disks• Reduction in month-end processing time• General increases in user productivity across the company.”

Dave Norcliffe, International IT Project Manager

Purge-IT! –District of Saanich

• Municipality on Vancouver Island, Canada; named after the Saanich FirstNation

• Live on EnterpriseOne since 2004: EnterpriseOne 8.11 with GeneralLedger, Accounts Payable, Purchasing and Inventory.

• Wanted to be proactive on the data clean up side; also get cleaned up inadvance of upgrades

• Backups were getting to the point of interfering with operations• As public organization had to do appropriate due diligence• As public organization had to do appropriate due diligence The project:

Self installed the ASU; couple of days of training to learn the tool Purge was collaboration between IT and user community (data owners) Kept 7 years in production Helped uncover data issues that were not visible otherwise Have continued with regular purges –since easy to use, most users not even

aware it is running

Purge-IT! –District of Saanich - results

Improved performance, happier users, reduction in back up time, preparedfor upgrades.

“The other solutions (we evaluated) seemed more complicated, lowervalue, not as tightly integrated and not as easy to implement.

The product itself performed flawlessly and our users have rapidlyaccepted it in large part due to its seamless integration with JD Edwards.Accessing archived data is so easy, in particular compared to otheraccepted it in large part due to its seamless integration with JD Edwards.Accessing archived data is so easy, in particular compared to othersolutions.

IT will love how easy Purge-IT! is to work with, and your users willappreciate its integration with JDE and the ease of archive data access.”

Terry Maclaren, Business System Analyst

Purge-IT! –Questions?

Spreadsheet Server –what is it?

• Provided by Global software –an Oracle (Oracle, JDE, PeopleSoft), SAP,Microsoft, QAD partner; over 25 years of experience in Excel basedautomation tools. More than 5,000 customers and 175,000 users in 39countries.

• Direct integration between Excel and JDE –respects security, does notcause “brown outs”

• Uses technology business analysts, accountants and managers know –Excel• Uses technology business analysts, accountants and managers know –Excel

• Features for reporting in and out of JDE, report distribution –any table

• Reporting, inquiry, drill down tool all in one

• Query Exchange for download prebuilt queries

• Built in formulas to support standard JDE features (accounts and segments,ledgers, periods, cat codes, etc.)

• No “death by add on features”pricing …

Spreadsheet Server –what’s the value?

• Eliminate most of your ERW / FASTR work spent in creatingfinancial reports.

• Empower your analysts and financial staff.

• Automate the distribution of reports; publish with “one click”.

• Distribute static documents, PDFs, graphs, HTML, live link• Distribute static documents, PDFs, graphs, HTML, live linkSpreadSheets.

• Leverage the power of your in house Excel knowledge withthe integration to JDE.

• Upgrading: greatly reduce time to recreate / test reports

• Get to data in and outside of JDE with one tool (Excel)

• Do you use Excel for reporting and analysis?

• How much time does your development group spend creating financialbased reports and ad hoc queries?

• How much time is spent rekeying data into spreadsheets, or creating batch /periodic downloads of data for analysis?

• Do you need to regularly pull data from multiple systems and then analyze?

Spreadsheet Server –Ask yourself …

• Are you planning on migrating from World to EnterpriseOne? What willyou do about your FASTRs?

• Are you planning on upgrading EnterpriseOne? How much time to test andrecreate reports and analytics?

• Is your month end close and reporting cycle … painful?

• Could you improve your financial, sales, fixed asset, inventory reportingand inquiry processes?

Spreadsheet Server –GN Johnston Equipment

• Part of Toyota, 9 business lines and 12 branches in Canada.• EnterpriseOne 8.12, financials, distribution, work orders, live in 2006• Licenced and trained Spreadsheet Server at start of May of 2010.• Within 2 weeks had switched their financial statements and reports to

Spreadsheet Server –after the “massive”2 days of training.• Currently used by all staff in accounting; Finance Director has built

analytics for management showing trends.• Prior: reports took hours to run, mistakes / errors would be noticed /• Prior: reports took hours to run, mistakes / errors would be noticed /

corrections done then hours to rerun reports. Month end reports took 3days to create and distribute. “Many trees were killed as part of thisprocess.”

• Now: reports and analysis done with Spreadsheet Server … updates asneeded done (call or email after review on line), then “refresh”(severalseconds) and updated info shown. The three days have been reclaimed.

• CFO uses regularly, even uses the Distribution Manager component todistribute reports that are not yet in SSS.

Spreadsheet Server –GN Johnston

“I have not been in JDE since we brought in Spreadsheet Server. I can report,analyze and drill down right in the tool.”

“This is one of the best JDE tools I have ever seen or used.”

“I knew within 5 minutes of seeing the product that we needed to get it –it wasthat obvious to me.”

Randy Wronzberg, CFO, GN Johnston Equipment

Note: GH Johnston also has a BI solution in place …

Spreadsheet Server –Customer comments

“Even our most senior account staff rarely uses JD Edwards anymore –theymainly use Spreadsheet Server as a means of getting their work done.”

“Our users understand this product, and as a result, reporting can be completedmore quickly and accurately.”

“One of the best features of Spreadsheet Server for use with JD Edwards is that weno longer need to recreate reports, like budget to actual or departmental expenseno longer need to recreate reports, like budget to actual or departmental expensereports. We build it once, and we’re done!”

“If you have JD Edwards, you have to have Spreadsheet Server... it does onesimple thing, it brings information from JD Edwards automatically into your

financial analysis.”

“When I ran the finance component of IT, I loved Spreadsheet Server –becauseFinance stopped screaming at me for information!”

Customer comments –Mike’s favourites

“Our estimate was it averaged $2 - $5K per report to have them developed by ourIT staff using ERW –and we had 500 reports to create. The payback was immense,and the time savings were dramatic.”

Fareed Somji, Director of Finance - ERP Optimization & Process Innovation,Parkland Fuel Corporation

“You're going to buy the product. You'd be silly not too... bringing information“You're going to buy the product. You'd be silly not too... bringing informationtogether for financial decision making... it's the only way to go...”

Charles Schmidt, IT Director, Fisher Brothers

Spreadsheet Server –Questions?

Who is TeamCain?

• Consulting service partner for JD Edwards customers since 1995

• Re-seller and/or implementer of targeted value add products and services for theJDE (and other) marketplace:

– Global Software: Spreadsheet automation, distribution and dashboards foryour ERP ; Enterprise Budgeting as well

– RF-SMART: automated data collection with direct integration to JDE

– Oracle: Business Intelligence: Oracle’s pre-eminent BI tool

– HaloBI: 100% browser based, ERP agnostic end to end BI solution– HaloBI: 100% browser based, ERP agnostic end to end BI solution

– Purge-IT: JD Edwards (World and EnterpriseOne) archive and purge

– MAGIC Software: code free integration and business process orchestration… connectors for JDE, SAP, SharePoint, Salesforce.com and more

– Velocity: managed services, Disaster recovery .. Options include 30 daysandbox for upgrades and upgrade hosting (can then port back)

• Our website has Success Profiles, product documentationand recorded webinars for these products and more:– Webinars: www.teamcain.com/webinars– Solutions and information by product: www.teamcain.com/products– Solutions and information by ERP: www.teamcain.com/erp-solutions– Recorded webinars available for all solutions we represent, as well as

specialized implementation ones for Mergers and Acquisitions.

Recorded webinars and more information

specialized implementation ones for Mergers and Acquisitions.

How to reach us…

www.teamcain.com

1-800-861-7628

Via email:

Michael Guerin | President | TeamCain michael_guerin@teamcain.com

John Hein | Director of Sales | TeamCain John_hein@teamcain.com

Come by our booth with any questions you may have …