July

21-

22, 2

010

I Unc

asvi

lle, C

onne

ctic

ut I

Moh

egan

Sun

Ques

t Nor

thea

st

| Pr

esen

ted

in p

artn

ersh

ip

Ques

t Nor

thea

st

| Ta

ble

of C

onte

nts

Special Thanks & General Conference Information 02

Hotel Maps 03

Agenda at-a-Glance 04

Agenda at-a-Glance and Learning Opportunites 05

General Sessions & Keynotes 06

Education at-a-Glance 07

Wednesday Session Descriptions 14

Thursday Session Descriptions 25

Showcase Hours & Conference Giveaways 31

Exhibitor Showcase Map 32

Exhibitor Listing 34

01

Ques

t Nor

thea

st

| Sp

ecia

l Tha

nks

& G

ener

al In

fo

02

Special thanks to our Affiliated User Group partners and their leaders

Boston - Manu Tandon & Brad Ridley

Greater Philadelphia - Nick Szymd & Daryl Riegel

NorthEast JD Edwards - Kristin Alzak & Paul Boudreau

Northeast PeopleSoft and NY/NJ JD Edwards - Roger Rudenstein & Deb Schmid

Southern New England - Bob Guarino, Ed Gillis & Ed Matteo

And a special thanks to our Oracle point of contact, Tony Raftery

GENERAL INFORMATION

BadgesEveryone must wear a badge to attend all conference functions. Please keep your badge visible at alltimes. Lost badges should be turned in and retrieved at the registration area.

Message BoardA message board with updates on each day’s events will be available by the registration desk, whereyou can also post or retrieve messages for other attendees. You can also see who won prizes andmuch more.

Business CenterThe business center is in the Mohegan Sun Convention Center, Uncas Ballroom level, to the left of thedown escalator. Its hours of operation are Monday through Friday, 7 a.m. - 7 p.m.

Conference EvaluationsThe Quest Northeast conference team will be sending out an online survey immediately following theconference. Please look for it in your inbox; your feedback helps us improve the conference from yearto year. Please also take a few moments after each educational breakout session to fill out an evalua-tion for that particular session. These evaluations help speakers improve their presenting skills andhelp Quest provide the best content for you! (Speakers will receive their evaluations approximately 30days after the conference.)

Conference Education CDsIf you purchased a conference education CD, it will be mailed to the address provided during registration after the conference has ended. This will ensure you recieve the most accurate information. You will also be able to purchase CDs onsite at the registration desk ($25 for members;$40 for non-members) or online at www.questdirect.org.

Lost and FoundPlease return all lost items, other than conference badges, to the hotel front desk. Badges can beturned in at the registration/information desk

Photography and VideographyBy attending the Circuit conference, all attendees hereby irrevocably consent to and authorize the useby Quest and its assignees and licensees, of any and all photographs and video images taken. Thisincludes any reproduction of the images in any form in any media whatsoever.

Ques

t Nor

thea

st

| H

otel

Map

s

03

Lobby Level & Meeting Rooms

Uncas Ballroom

Ques

t Nor

thea

st

| A

gen

da

at-a

-Gla

nce

TUESDAY

7 p.m. - 9 p.m. Registration /Quest Information Desk/ Exhbitor Move-InUncas Ballroom Pre-function area

WEDNESDAY

6 a.m. – 7:30 a.m. Exhibitor Move-In

7 a.m. – 5 p.m. Registration / Information DeskUncas Ballroom Pre-function area

7:50 a.m. - 8:50 a.m. Continental Breakfast with ExhibitorsUncas Ballroom Pre-function area

7:50 a.m. – 9:50 a.m. Exhibitor Showcase hours*11 a.m. – 3 p.m. Uncas Ballroom Salon BC and ballroom pre-function area4:10 p.m. – 7 p.m.

9 a.m. – 9:50 a.m. Education Sessions

9:45 a.m. - 10:45 a.m. Refreshment BreakUncas Ballroom Pre-function area

10 a.m. – 10:50 a.m. Oracle KeynotesPeopleSoft Executive UpdateUncas Ballroom Salon BCJD Edwards Executive UpdateUncas Ballroom Salon D2

Look for giveaway information on p. 31.

11 a.m. – 11:50 a.m. Education Sessions

Noon – 1:20 p.m. Networking Luncheon with ExhibitorsUncas Ballroom Salon BC

1:30 p.m. – 2:20 p.m. Education Sessions

2:20 p.m. - 3:30 p.m. Refreshment BreakUncas Ballroom Pre-function area

2:30 p.m. – 3 p.m. Best Practice/Quick-Tip EducationSessions

3:10 p.m. – 4 p.m. General SessionSponsored by RapidDecisionUncas Ballroom Salon BC

4:10 p.m. – 5 p.m. Education Sessions

5 p.m. – 7 p.m. Reception in Exhibitor Showcase/General Session AreaUncas Ballroom Salon BC and ballroom pre-function area

7 p.m. Open Evening

THURSDAY

8 a.m. – Noon Registration / Information DeskUncas Ballroom Pre-function area

8 a.m. – 9 a.m. Continental Breakfast with ExhibitorsUncas Ballroom Pre-function area

8 a.m. – 9:50 a.m. Exhibitor Showcase hours*

04

11:10 a.m. – 2 p.m. Uncas Ballroom Salon BC and ballroom pre-function area

9 a.m. – 9:50 p.m. Education Sessions9:45 a.m. - 10:45 a.m. Refreshment Break

Uncas Ballroom Pre-function area

10 a.m. – 11 a.m. General SessionSponsored by IBMUncas Ballroom Salon BC

11:10 a.m. – 11:40 a.m. Hot Topic Roundtable DiscussionsUncas Ballroom Salon BCSee below for topics and more details.

11:50 a.m. – 12:50 p.m. Networking Luncheon with ExhibitorsUncas Ballroom Salon BC

1 p.m. – 1:50 p.m. Education Sessions

1:30 p.m. - 2:30 p.m. Refreshment BreakUncas Ballroom Pre-function area

2 p.m. – 2:50 p.m. Closing General SessionMotivational Keynote & Prize GiveawayUncas Ballroom Salon BC

Ques

t Nor

thea

st

|A

gen

da

at-a

-Gla

nce

& L

earn

ing

Op

por

tuni

ties

05

Hot Topic Roundtable DiscussionsThursday, 11:10 a.m. - 11:40 a.m.Get to know customers and vendors in the region who share your industry, product line, or thetopics you’re interested in. Table tent cards will point you to the right table, where you can jointhe following moderators who will host discussions and help share best practices. Bring your busi-ness cards to continue the discussions long after the conference.Moderator changes and additions will be listed on the Message Board next to Registration and online atwww.questdirect.org.

• Business Intelligence - Steve Whitton, BI SIG leader • Business Intelligence - Joe Guerra, RapidDecision, VP & Chief Architect• PeopleSoft Tools Upgrades • PeopleSoft Software Upgrades - Cory Scott, Corning• HCM - Payroll and Time & Labor - Janet Martin, BRTG, HCM Solutions Deliver Manager• HCM - Compensation and Benefits - Nancy Estell Zoder, Oracle, PeopleSoft HCM

Strategy Group Manager • JD Edwards Technical - Stephen Davis, Q Software, Business Development Director • PeopleSoft Technical • JD Edwards Financial - Greg Coulter, Cashbook, CEO• PeopleSoft Financial Management • Financial Services Industry - Richard Bouthillette, Amica Mutual Insurance Company, HR Officer • Oracle Support - Joanne Nolan, Oracle, Regional Advocacy • Supply Chain - John Bermudez, Oracle, Sr. Director SCM Product Strategy

If you are looking to connect with other attendees around a subject you don’t see listed, pleasestart your own table by writing in a new topic and posting it at a blank table.

Networking Round Tables are planned from 11 a.m. until just before lunch, but tables will beopen throughout our designated lunch time for you to continue your discussions after you’ve got-ten your food.

Ques

t Nor

thea

st

| G

ener

al S

essi

ons

& K

eyno

tes

Wednesday

10 a.m. - 10:50 a.m.

PeopleSoft Executive Keynote: Overview of PeopleSoft 9.1 and MoreMarc Weintraub, Oracle - Director, PeopleSoft Enterprise Product Management & Development

With the release of PeopleSoft 9.1, Oracle demonstrates its commitment to enhancing PeopleSoftapplications. Understand PeopleSoft in the context of Oracle’s overall applications strategy.Receive an overview on the latest PeopleSoft offerings including release 9.1, new solutions, andintegrations with other Oracle solutions. Learn how these offerings help increase productivity,accelerate business performance, and lower total ownership costs. Also gain a glimpse into thePeopleSoft roadmap beyond release 9.1.

JD Edwards EnterpriseOne and World Executive Keynote: Leveraging Oracles Investment in JDEdwards to Leapfrog Your FutureJohn Schiff, Oracle - Vice President, Applications Unlimited and General Manager

Across the JD Edwards product line, Oracle has invested in ongoing innovation and enhancementin our key industries and that assist all of our customers. Join us for an overview of the productstrategy and roadmap, latest applications and technologies including new modules, and invest-ment in strategic integrations. Learn how the many Oracle product and technology acquisitionsby Oracle benefit you as a customer by delivering best in class industry products.

3:10 p.m. - 4 p.m.

General Session Sponsored By RapidDecision: Business Objects, Cognos, MicroStrategy andOracle-Which One is Right For You?Joseph Guerra, RapidDecision - Vice President & Chief Architect

In this informational session, we will discuss in detail, our experience with the leading businessintelligence vendors including SAP Business Objects, Cognos, MicroStrategy & Oracle. We willcompare each of these BI tools across several major categories, including features and functionsin an effort to provide the necessary information you will need to create your final evaluation foreach BI application. In the end you will see for yourself that all BI tools are not created equally.

Thursday

10 a.m. - 11 a.m.

General Session Sponsored by IBM: Accelerating Business Value with Smarter Systems –Optimized Software, Hardware and ServicesGreg Lotko, IBM - Vice President of Warehouse Solutions

Our world is increasingly interconnected, intelligent and instrumented, with many things evolvingas a result: smarter transportation systems, financial systems, food supply chains - smarter solu-tions for all kinds of industry sectors. Each system is comprised of diverse workloads: transactionprocessing systems, databases, analytic systems, business process flows, collaboration, etc.

These different application workloads have different characteristics and requirements. For exam-ple, transaction processing systems supporting thousands of online users connect to large trans-actional databases with qualities of service requirements like high scalability and high availability.Analytic and Business Intelligence systems have different requirements - fast query performance,high I/O bandwidth and deep compression to deal with large warehouse databases efficiently. Asingle size solution does not fit every workload’s needs. Different hardware and software plat-forms are best suited to handle these requirements.

2 p.m. - 2:50 p.m.

Closing General Session: Highest Ranking Firefighter to Survive the World Trade Center CollapseRichard Picciotto, FDNY Chief

The highest-ranking firefighter to survive the World Trade Center collapse, and the last fireman toescape the devastation, Richard "Pitch" Picciotto was on a stairwell between the sixth and sev-enth floors of the North Tower when it collapsed on September 11, 2001. An FDNY battalioncommander, his is the harrowing true story of an American hero, a man who thought nothing ofhimself and gave nearly everything for others during one of our nation's darkest hours. Picciottotells an outspoken account of that indelible day, shaking and inspiring audiences to the core.

This session also features three giveaways, brought to you by Magic Software: one $200American Express gift card, one $400 American Express gift card, and one 32 GB Apple iPad.Piciotto will also have a limited number of books available after the session for purchase/signing.

06

Ques

t Nor

thea

st

| Ed

ucat

ion

at-a

-Gla

nce

Wednesday, 9 a.m. - 9:50 a.m.Location Title / Product line - Track

Abenaki 79520: Financial and Management Reporting - Data Warehousevs. ERPApplicable to All Oracle Products - Financial Management

Narragansett 78360: Automated Cherry Picking from the Blackberry PatchJD Edwards - Applicable to All/General

Nipmuc 81130: Preserve IT Budgets - Lower Software Support CostsApplicable to All Oracle Products - Master Data Management/Application IntegrationVendor Awareness Session

Nehantic 78850: Implementing PeopleSoft eProfile Manager to Streamlinethe Personal Action form Process - Transfers, Promotions and TerminationsPeopleSoft - Human Capital Management

Oneida 79670: Protecting your Open Systems EnvironmentsApplicable to All Oracle Products - Applicable to All/General

Salon A1 80740: PeopleSoft 9.1 Upgrade Best PracticesPeopleSoft - Applicable to All/General

Salon A2 79310: State of Connecticut Catalog Management StrategyPeopleSoft - Supplier Relationship Management and Procurement

Salon A3 79000: Got JD Edwards Inventory? Then you needRapidReconciler!JD Edwards - Financial Management

Salon D3 80820: Business Intelligence Beyond Financials - Oracle BIPrepackaged ApplicationsApplicable to All Oracle Products - BI/Data Warehousing and Reporting

Passamquoddy 78690: How JD Edwards EnterpriseOne with the Right SecurityImproved our Company PerformanceJD Edwards EnterpriseOne - Applicable to All/General

Paugussett 81520: Extend ERP with Collaborative Configuration & ChangeManagement CapabilitiesJD Edwards - Applicable to All/General

Penobscot 81500: Application Integration Architecture for JD EdwardsEnterpriseOneJD Edwards EnterpriseOne - Supplier Relationship Managementand Procurement

Pequot 79420: PeopleSoft & SharePoint - Together at Last!PeopleSoft - Master Data Management/Application Integration

Schaghticoke 79030: How to Implement a Successful Business IntelligenceSolutionApplicable to All Oracle Products - BI/Data Warehousing andReporting

Shinnecock 79290: Enterprise Application Mobility - With the Right Platform, It's Just ThereApplicable to All Oracle Products - Applicable to All/GeneralVendor Awareness Session

Wampanoag 80400: Upgrading to JD Edwards 9.0JD Edwards EnterpriseOne - Applicable to All/General

07

Ques

t Nor

thea

st

| Ed

ucat

ion

at-a

-Gla

nce

Wednesday, 10 a.m. - 10:50 a.m.Location Title / Product line - Track

Salon BC 80870: PeopleSoft Update and Investment Strategy: Discussion onRelease 9.1 and MorePeopleSoft - Applicable to All/General

Salon D2 80880: Leveraging Oracle's Investment in JD Edwards toLeapfrog Your FutureJD Edwards - Applicable to All/General

Wednesday, 11 a.m. - 11:50 a.m.Location Title / Product line - Track

Narragansett 81480: World Software Technology UpdateJD Edwards World - Applicable to All/General

Nipmuc 82370: Managing the Top Audit Issues: Access Control,Segregation of Duties, and Transaction MonitoringJD Edwards EnterpriseOne - Applicable to All/GeneralVendor Awareness Session

Oneida 81080: Building Highly Available JD Edwards EnterpriseOneEnterprise Architecture on Oracle GridJD Edwards EnterpriseOne - Infrastructure Technologies andDevelopment

Paugussett 80100: OBIEE for the Four User TypesPeopleSoft - BI/Data Warehousing and Reporting

Pequot 81540: Adapt to Volatility and Converge Multiple Supply ChainProcesses with Oracle WMSApplicable to All Oracle Products - Supplier RelationshipManagement and Procurement

Salon A1 80830: PeopleSoft HCM Vision and RoadmapPeopleSoft - Human Capital Management

Salon A2 82200: Enhancing the JD Edwards EnterpriseOne UserExperienceJD Edwards EnterpriseOne - Applicable to All/General

Salon A3 79010: The Business Case for Business IntelligenceApplicable to All Oracle Products - BI/Data Warehousing and Reporting

Schaghticoke 80720: PeopleSoft PeopleTools 8.50 Highlights: SOA andIntegrationPeopleSoft - Infrastructure Technologies and Development

Shinnecock 82460: Dashboards, Reporting, Alerts and Scorecards for the Mid Market- that won't cost you SIX FIGURES! Applicable to All Oracle Products - BI/Data Warehousing and ReportingVendor Awareness Session

Wampanoag 79090: Recipe for Success - Upgrading for Less.JD Edwards EnterpriseOne - Applicable to All/General

Wednesday, 1:30 p.m. - 2:20 p.m.Location Title / Product line - Track

Abenaki 78300: Leveraging Self-Service Applications to ImproveEfficiencies & Increase Data AccuracyPeopleSoft - Applicable to All/General

Narragansett 81290: Project Evolution: JD Edwards Upgrade Project to A9.1JD Edwards World - Applicable to All/General

08

Ques

t Nor

thea

st

| Ed

ucat

ion

at-a

-Gla

nce

Nehantic 79100: Manager Self Service - A Success StoryPeopleSoft - Human Capital Management

Nipmuc 82260: Wipro Technologies: Innovation, Experience, SuccessJD Edwards - Applicable to All/GeneralVendor Awareness Session

Oneida 78630: The Power of CRM On Demand Custom WeblinksJD Edwards EnterpriseOne - Customer RelationshipManagement

Passamaquoddy 80610: Do It On The Floor - Moving JD Edwards to Real Timewith Bar Coded TransactionsJD Edwards EnterpriseOne - Infrastructure Technologies andDevelopment

Paugussett 78710: XML Publisher: Carlson Did It! You Can Too!PeopleSoft - Human Capital Management

Penobscot 79720: Upgrading to EnterpriseOne 9.0 with Tools 8.98JD Edwards EnterpriseOne - Infrastructure Technologies andDevelopment

Pequot 80860: How to Develop Architecture and a Multi-year Roadmapfor Financial Information FrameworkPeopleSoft - Financial Management

Salon A1 80500: From Nine Screens to One - Order Processing Time Cut in HalfApplicable to All Oracle Products - Applicable to All/General

Salon A2 81490: Maximize Your Software Investment with the Latest JDEdwards EnterpriseOne Tools ReleaseJD Edwards EnterpriseOne - Infrastructure Technologies andDevelopment

Salon A 378700: Simplify PeopleSoft Development and MaintenanceUsing Change Impact AnalyzerPeopleSoft - Applicable to All/General

Salon D2 80170: 7 Habits of a Successful PeopleSoft HCM UpgradePeopleSoft - Human Capital Management

Salon D3 80840: Oracle's PeopleSoft Financial Management Solutions 9.1Overview and Sneak Peek at Post-9.1PeopleSoft - Financial Management

Schaghticoke 78790: Expanding Business Intelligence for Enterprise 2.0Applicable to All Oracle Products - BI/Data Warehousing andReporting

Shinnecock 82430: Market Leading Business Intelligence Software Tailored forJD Edwards, For Those Who Only Want to Implement BI OnceJD Edwards EnterpriseOne & World - BI/Data Warehousing and Reporting

Wampanoag 80570: “Financial Reporting” and “Simple & Easy” Live inHarmony at LLSJD Edwards - Financial Management

Wednesday, 2:30 p.m. - 3 p.m.Location Title / Product line - Track

Abenaki 80730: Oracle's PeopleSoft PeopleTools Tips and TricksPeopleSoft - Infrastructure Technologies and Development

Narragansett 81280: Utilizing UPK during JD Edwards Upgrade ProjectJD Edwards World - Applicable to All/General

Paugussett 80010: Application Upgrade Tips version 8.8 to 9.0PeopleSoft - Applicable to All/General

09

Ques

t Nor

thea

st

| Ed

ucat

ion

at-a

-Gla

nce

Penobscot 81210: A Smorgasbord of JD Edwards Integration PatternsJD Edwards EnterpriseOne - Master Data Management/Application Integration

Pequot 79430: Budget Checking Government Payroll without Overtimeor Off-HoursPeopleSoft - Financial Management

Salon A2 78760: Best Practices for Managing Your CRM DataApplicable to All Oracle Products - Applicable to All/General

Schaghticoke 80200: Knowing the Data is Key to BIPeopleSoft - BI/Data Warehousing and Reporting

Wednesday, 3:10 p.m. - 4 p.m.Location Title / Product line - Track

Salon BC 79020: Business Objects, Cognos, MicroStrategy and OracleWhich one is right for you?Applicable to All Oracle Products - BI/Data Warehousing andReporting

Wednesday, 4:10 p.m. - 5 p.m.Location Title / Product line - Track

Abenaki 80380: Consuming Web Services - Application IntegrationPeopleSoft - Infrastructure Technologies and Development

Narragansett 79450: UPK: Getting Full Time Value in Part TimeApplicable to All Oracle Products - Applicable to All/General

Nehantic 78960: Implementing the PeopleSoft Payroll Interface - LessonsLearnedPeopleSoft - Human Capital Management

Nipmuc 82440: Auto-Cash Application, Deductions Handling and BankReconciliationApplicable to All Oracle Products - Financial ManagementVendor Awareness Session

Oneida 79500: Streamlining Processes via A/P IntegrationsJD Edwards EnterpriseOne - Applicable to All/General

Passamaquoddy 82190: JD Edwards EnterpriseOne Cross Industry Applicationsthat Everyone Can UseJD Edwards EnterpriseOne - Master Data Management/Application Integration

Paugussett 79820: Fusion Middleware - Demystifying "Process IntegrationPacks"(PIPs)Applicable to All Oracle Products - Applicable to All/General

Penobscot 79700: Covidien - Designing a Secure EnterpriseOne System forthe Global Healthcare IndustryJD Edwards EnterpriseOne - Applicable to All/General

Pequot 78720: Data Management Best Practices for Your PeopleSoftUpgradePeopleSoft - Master Data Management/Application Integration

Salon A1 82300: JD Edwards World A9.2 Enhanced Reporting in Update 1 - Format, Burst, and Distribute your ReportsAutomaticallyJD Edwards World - BI/Data Warehousing and Reporting

Salon A2 79170: Synchronizing Financial Planning with Operations PlanningJD Edwards - Applicable to All/General

Salon A3 78390: PeopleSoft Financials: Global Options, ExplainedPeopleSoft - Financial Management

10

Ques

t Nor

thea

st

| Ed

ucat

ion

at-a

-Gla

nce

Salon D2 80670: Recapture Lost Profits from Distributed LaborJD Edwards - Human Capital Management

Salon D3 78770: Archive and Purge Strategies - Ask the ExpertsApplicable to All Oracle Products - Applicable to All/General

Schaghticoke 80790: Driving User Adoption for ANY CRM!Applicable to All Oracle Products - Customer RelationshipManagement

Shinnecock 78990: Making Business Intelligence Work BestApplicable to All Oracle Products - BI/Data Warehousing andReportingVendor Awareness Session

Wampanoag 79830: Global Upgrade Considerations: Upgrade Solutions for Multiple LocationsJD Edwards - Applicable to All/General

Thursday, 9 a.m. - 9:50 a.m.Location Title / Product line - Track

Narragansett 79040: Why Can't I Reconcile my JD Edwards Inventory?JD Edwards - Financial Management

Nehantic 78870: New Features for PeopleSoft Enterprise HCM 9.1: Core Human ResourcesPeopleSoft - Human Capital Management

Nipmuc 80920: JD Edwards CompleteCare+...Your Full-Service Hostingand Support Solution!JD Edwards EnterpriseOne - Applicable to All/GeneralVendor Awareness Session

Oneida 79220: A Tech Only UpgradeJD Edwards - Infrastructure Technologies and Development

Passamaquoddy 81510: The Strategy and Roadmap for Oracle's HyperionEnterprise Performance Management ApplicationsApplicable to All Oracle Products - Applicable to All/General

Paugussett 81760: Transforming the Reporting Landscape with OBIEE+:Information at your FingertipsApplicable to All Oracle Products - BI/Data Warehousing andReporting

Penobscot 82360: BI - Using Automated and Triggered Reporting forRemote and Mobile UsersApplicable to All Oracle Products - BI/Data Warehousing and Reporting

Pequot 78810: Implementing Row-Level Security with a 9.1 UpgradePeopleSoft - Applicable to All/General

Salon A1 80640: Delivering Global Talent Mgt While Building on OurPeopleSoft InvestmentPeopleSoft - Human Capital Management

Salon A2 79890: JD Edwards - Stuck in the Middleware with OracleJD Edwards - Applicable to All/General

Salon A3 78500: Benefits of Purging & Archiving JD Edwards Data - EasierUpgrades and Better ProductivityJD Edwards - Applicable to All/General

Salon D2 80550: Achieving Agility through AlignmentPeopleSoft - Master Data Management/Application Integration

Salon D3 78520: JD Edwards Smart SchedulerJD Edwards EnterpriseOne - Applicable to All/General

11

Ques

t Nor

thea

st

| Ed

ucat

ion

at-a

-Gla

nce

Schaghticoke 80760: PeopleSoft and JD Edwards Upgrade Resources in My Oracle SupportApplicable to All Oracle Products - Applicable to All/General

Shinnecock 82450: Reduce Your Implementation Investment With Cetova'sPre-Packaged JDE Reports and DashboardsJD Edwards EnterpriseOne & World - Financial ManagementVendor Awareness Session

Wampanoag 78620: Oracle's CRM On Demand and Integration to JD EdwardsJD Edwards EnterpriseOne - Customer RelationshipManagement

Thursday, 10 a.m. - 11 a.m.Location Title / Product line - Track

Salon BC Accelerating Business Value with Smarter Systems - Optimized Software,Hardware and ServicesApplicable to All Oracle Products - Applicable to All/General

Thursday, 1 p.m. - 1:50 p.m.Location Title / Product line - Track

Abenaki 79480: Effective Application Management for PeopleSoftPeopleSoft - Applicable to All/General

Narragansett 80620: Enablement of Fusion with JD Edwards EnterpriseOneJD Edwards EnterpriseOne - Applicable to All/General

Nehantic 78840: Automating the Pay for Performance Process UsingPeopleSoft ePerformance & eComp+: Customer Case StudiesPeopleSoft - Human Capital Management

Nipmuc 79150: There's an Elephant in the RoomJD Edwards - Applicable to All/GeneralVendor Awareness Session

Oneida 79440: Smart Strategies for New Times: Increasing Productivityand Ensuring User AdoptionApplicable to All Oracle Products - Applicable to All/General

Passamaquoddy 78560: JD Edwards Production SupportJD Edwards - Applicable to All/General

Paugussett 79370: Successful Strategies for Improving the Financial CloseApplicable to All Oracle Products - Financial Management

Penobscot 79210: SOX on a Spreadsheet - How to get all your SODReporting and Controls Reporting onto One Sheet!JD Edwards EnterpriseOne - Applicable to All/General

Pequot 80800: Hot Topics in Financial ReportingApplicable to All Oracle Products - Financial Management

Salon A1 79550: Understanding OracleApplicable to All Oracle Products - Applicable to All/General

Salon A2 80770: Oracle Support - It's All About Customer ValueApplicable to All Oracle Products - Applicable to All/General

Salon A3 80750: Upgrade Best Practices for JD Edwards CustomersJD Edwards - Applicable to All/General

Salon D2 78730: Data Management Best Practices for Your JD EdwardsUpgradeJD Edwards - Master Data Management/Application Integration

Salon D3 82330: How to get your Child Support Income withholding Orders ElectronicallyPeopleSoft - Applicable to All/General

12

Ques

t Nor

thea

st

| Ed

ucat

ion

at-a

-Gla

nce

Schaghticoke 80470: Improving PeopleSoft Reporting with Oracle BusinessIntelligencePeopleSoft - BI/Data Warehousing and Reporting

Shinnecock 79240: How Companies Use Technology to Reduce their Rising Shipping CostsJD Edwards World - Manufacturing - Supplier RelationshipManagement and ProcurementVendor Awareness Session

Wampanoag 78970: Innovating with Oracle On Demand: Phibro's JD EdwardsMove to a Hosted Environment - Commentary and LessonsLearnedJD Edwards EnterpriseOne - Applicable to All/General

13

Ques

t Nor

thea

st

| W

edne

sday

Ses

sion

s &

Des

crip

tions

9 a.m. -- 9:50 a.m.

78360: Automated Cherry Picking from the Blackberry PatchSuman Prasad & Kent Johnson, K-Rise Systems, Inc.JD Edwards I Applicable to All/GeneralLocation: NarragansettWe will look at three general ways to take better advantage of your Blackberry Infrastructure:Blackberry sized web portals, parsing of blackberry email data to update JD Edwards directly andthe creation of Blackberry Applications using webservices from EASYProcess integrated throughapplications built with the Blackberry MDS (Mobile Data System): We will also look at one cus-tomer’s email solution to update their CSMs.

78850: Implementing PeopleSoft eProfile Manager to Streamline the Personal Action FormProcess - Transfers, Promotions and TerminationsBrian McIntyre, WorkStrategy, Inc.PeopleSoft I Human Capital ManagementLocation: NehanticWorkStrategy will provide an education on eProfile Manager functionality in PeopleSoft8.9/9.0/9.1. Presenters will show how to implement the transfer, promotion and terminationprocess within eProfile Manager. Gotchas including increases tie to promotions will be covered,typical customizations and implementation challenges. Guidelines for technical areas includingworkflow and security setup will be highlighted. Hear case studies from leading organizations.

78690: How JD Edwards EnterpriseOne with the Right Security Improved our CompanyPerformanceSteve Davis & David Hunt, Q Software Global, Ltd.JD Edwards EnterpriseOne I Applicable to All/GeneralLocation: PenobscotCustomer case study: Bibby Distribution could no longer realine its growth ambitions with itsexisting accounting system. It chose JD Edwards EnterpriseOne to manage its complex distribu-tion business, which also required sophisticated security and Segregation of Duties controls. Findout how EnterpriseOne restored Bibby's sanity, and how Q Software's compliance solutions sim-plified security management, helped contribute to cost savings throughout the business, and sim-plified our audits.

79000: Got JD Edwards Inventory? Then you need RapidReconciler!Edward Gutkowski, Andrews Consulting GroupJD Edwards I Financial ManagementLocation: Salon A3RapidReconciler quickly identifies reconciliation issues between the general ledger and perpetualinventory, using a proven process to take time and effort out of monthly close with this intuitiveand accurate tool. In this educational session, you will see how to quickly and easily reconcileyour JD Edwards inventory to general ledger balances using RapidReconciler. Your organizationwill immediately realize the benefits by eliminating the need to run numerous reports and manu-ally keying data into spreadsheets.

79030: How to Implement a Successful Business Intelligence SolutionJoseph Guerra, RapidDecisionApplicable to All Oracle Products I BI/Data Warehousing and ReportingLocation: SchaghticokeDuring this session we will be discussing Justification and Implementation of a successful BusinessIntelligence solution. Being the toughest to document and easiest to prove, justification is often astumbling block in getting a Business Intelligence project approved and will be covered at length.For the implementation sections we will cover a proper BI: Approach, Selection, Implementationand Adoption. We will end our session talking about the most valuable aspect of BI being expan-sion.

79290: Enterprise Application Mobility - With the Right Platform, It's Just ThereAllan Moone, Data Systems InternationalApplicable to All Oracle Products I Applicable to All/General I Vendor Awareness SessionLocation: ShinnecockHow do you satisfy the mobility needs every worker has when not every worker has the samerequirements? On-the-go executives, roaming line managers, field service technicians, sales per-sonnel, forklift drivers and product packers all do different work, need different data, and needaccess to different systems. How can your organization best meet these needs? With the rightMobile Enterprise Application Platform (MEAP), enterprise data access, device support, and appli-cation, functionality is just there. Attend this session to learn what to look for as you leverage the competitive advantages of mobility in your organization. Learn how to mobilize your enterprise.

14

Ques

t Nor

thea

st

| W

edne

sday

Ses

sion

s &

Des

crip

tions

79310: State of Connecticut Catalog Management StrategyJoann Bellamo & John Winschel, State of ConnecticutPeopleSoft I Supplier Relationship Management and ProcurementLocation: Salon A2The presentation goes through the history of hosting a catalog. What do you need to manageand how do you incorporate that into your contracting, working with suppliers, users, and systemconstraints? It also sheds some light on integration with other modules: what works, what arechallenges, lessons learned when you thought you knew all the answers? Where are we going inthe future?

79420: PeopleSoft & SharePoint - Together at Last!James La Brash, BTRGPeopleSoft I Master Data Management/Application IntegrationLocation: PequotBTRG's Middleware expert James La Brash will demonstrate the technology behind a new inte-gration platform for PeopleSoft and SharePoint: InFlight. InFlight is a tool that sits betweenPeopleSoft and SharePoint and filters the conversation between them on the fly. The tool allowsyou to surface PeopleSoft content inside a SharePoint portal quickly, securely, and without havingto write a single line of code. This presentation will demonstrate how InFlight will enable you todisplay your PeopleSoft web user interface directly in SharePoint, have PeopleSoft contentassume the look and feel of your SharePoint site, and access PeopleSoft data from SharePointwithout signing in to PeopleSoft.

79520: Financial and Management Reporting - Data Warehouse vs. ERPHarlan Masters & Roger Elwell, GL AssociatesApplicable to All Oracle Products I Financial ManagementLocation: AbenakiIn an effort to better understand the prevailing shift from ERP to DW Financial and ManagementReporting, we will present first the common negative perceptions of ERP versus common positiveperceptions of Data Warehouse as reporting tools. We will then set forth several shortcomings inthe Data Warehouse approach, as well as a major root cause for veering away from your ERP sys-tem - a poorly designed general ledger Chart of Accounts. Finally, we will wrap-up with our rec-ommendations for fully leveraging your ERP system as a tool for Financial and ManagementReporting.

79670: Protecting your open systems environmentsGayle Griffith, Ron Venzi, Andy Chase & Derek Munter, Vision SolutionsApplicable to All Oracle Products I Applicable to All/GeneralLocation: OneidaProviding solutions for the open systems.

80400: Upgrading to JD Edwards 9.0Shawn Scanlon & John Bassett, Global Systems Integration, Inc. and Al Remediani, AndrewsConsulting GroupJD Edwards EnterpriseOne I Applicable to All/GeneralLocation: WampanoagThis presentation will highlight the major technology and applications changes for JD Edwardsreleases XE through 9.0. Discussions will include hardware / platform options, code and custommodifications considerations, archiving choices, unicode options, HTML performance considera-tions, application considerations, Oracle's Code Current Program and Production Go-LiveConsiderations. The presentation will also highlight the major changes in Tools Release 8.98.3.

80740: PeopleSoft 9.1 Upgrade Best PracticesTerence O'Brien, OraclePeopleSoft I Applicable to All/GeneralLocation: Salon A1PeopleSoft 9.1 Upgrade best practice strategy and considerations for developing a value-basedroadmap as well as necessary considerations to minimize your cost and risks for a successfulupgrade and user adoption.

80820: Business Intelligence Beyond Financials - Oracle BI Prepackaged ApplicationsStephen Wills, OracleApplicable to All Oracle Products I BI/Data Warehousing and ReportingLocation: Salon D3Oracle Business Intelligence Applications provide packaged solutions across key business func-tions like CRM, HR, Finance and Supply Chain. The solutions utilize predefined mappings and anoptimized repository for analysis, providing best practice calculations, metrics and KPIs within pre-built dashboards, reports and alerts.

15

Ques

t Nor

thea

st

| W

edne

sday

Ses

sion

s &

Des

crip

tions

81130: Preserve IT Budgets - Lower Software Support CostsDonna Walker, Rimini Street, Inc.Applicable to All Oracle Products I Master Data Management/Application Integration I VendorAwareness SessionLocation: NipmucYour Oracle enterprise software is mature, stable, and meeting your needs - but rising annual soft-ware support costs are consuming too much IT budget. At the same time, you must contend withstrategic choices about release upgrades and introduction of Fusion and SOA architectures. In thissession, you will learn about third-party support options and client success stories that eliminatethe high cost and risk of forced Oracle upgrades. The session will explain how to extend the lifeof your current Siebel, PeopleSoft, and JD Edwards software releases for ten years or more, andassess the best release and support strategy for your organization

81500: Application Integration Architecture for JD Edwards EnterpriseOneBob Sheldon, OracleJD Edwards EnterpriseOne I Supplier Relationship Management and ProcurementLocation: PenobscotHave you heard about Oracle's Application Integration Architecture (AIA) strategy, but don'tunderstand how it could apply in your environment? Come to this session to learn how AIA pro-vides a Service Oriented Architecture (SOA) platform that can deliver loosely-coupled real-timeintegration between JD Edwards, Oracle and non-Oracle applications. See a live demo of anOrder to Cash scenario with an order originating in Siebel CRM or a Microsoft .net eCommerceapplication, which is then fulfilled by JD Edwards EnterpriseOne or alternate fulfillment systemsbased on the content of the transaction.

81520: Extend ERP with Collaborative Configuration & Change Management CapabilitiesFrank Mouthaan, OracleJD Edwards I Applicable to All/GeneralLocation: PaugussettIs competition requiring your company to develop more complex and differentiated products?Did you know that Oracle provides a solution to more effectively manage complex products? Thissolution is specifically designed to foster collaborative product definition and change manage-ment processes, both within your company (i.e. between engineering and operations) and withyour outsourced design and manufacturing partners. Best of all, these new capabilities are simpleextensions to your existing JD Edwards solutions.

10 a.m. -- 10:50 a.m.

80870: PeopleSoft Update and Investment Strategy: Discussion on Release 9.1 and MoreMarc Weintraub, Oracle PeopleSoft I Applicable to All/GeneralLocation: Salon BCWith the release of PeopleSoft 9.1, Oracle is demonstrating its commitment to enhancingPeopleSoft applications. Understand PeopleSoft in the context of Oracle's overall applicationsstrategy. Receive an overview on the latest PeopleSoft offerings including release 9.1, new solu-tions, and integrations with other Oracle solutions. Learn how these PeopleSoft offerings helpincrease productivity, accelerate business performance, and lower total ownership costs. Also gaina glimpse into the PeopleSoft roadmap beyond release 9.1.

80880: Leveraging Oracle's Investment in JD Edwards to Leapfrog Your FutureJohn Schiff, OracleJD Edwards I Applicable to All/GeneralLocation: Salon D2Across the JD Edwards product line, Oracle has invested in ongoing innovation and enhancementin our key industries and that assist all of our customers. Join us for an overview of the productstrategy and roadmap, latest applications and technologies including new modules, and invest-ment in strategic integrations. Learn how the many Oracle product and technology acquisitions byOracle benefit you as a customer by delivering best in class industry products.

11 a.m. -- 11:50 a.m.

79010: The Business Case for Business IntelligenceBill McGinnis, RapidDecisionApplicable to All Oracle Products I BI/Data Warehousing and ReportingLocation: Salon A3During this session you will learn how to create a business case for business intelligence that willjustify your BI project and provide the framework for a successful implementation. You will hearreal world examples of BI projects that increased profits by reducing costs, providing better fore-casts and turning Accounts Receivables into cash.

16

Ques

t Nor

thea

st

| W

edne

sday

Ses

sion

s &

Des

crip

tions

79090: Recipe for Success - Upgrading for Less.Joe Fullam, Corning Data ServicesJD Edwards EnterpriseOne I Applicable to All/GeneralLocation: WampanoagHow do you ensure a successful upgrade by mixing part in-house talent with just a hint of con-sulting. Hear how one customer gained competitive advantages by upgrading to the most recentrelease of JD Edwards EnterpriseOne for less with just the right blend of in-house and outsourcedtalent.

80100: OBIEE for the Four User TypesSteve Stein & Ivan Kolikapudi, State of NYPeopleSoft I BI/Data Warehousing and ReportingLocation: PaugussettCan't figure out how to implement OBIEE? OBIEE is presented in this session from the perspec-tive of four types of people. The Operations Reporting User, the Analytic Information Consumer,the Query Developer, and the Batch Reporting Developer. Come see this presentation, slightlymodified from how it was prepared originally for a PeopleSoft client who needed to see a demoof OBIEE for this purpose.

80720: PeopleSoft PeopleTools 8.50 Highlights: SOA and IntegrationStephen Wills, OraclePeopleSoft I Infrastructure Technologies and DevelopmentLocation: SchaghticokeThe 8.50 release of Oracle's PeopleSoft PeopleTools introduces many new features with integra-tion technology. Attend this session to see these new features in action.

80830: PeopleSoft HCM Vision and RoadmapNancy Estell Zoder, Oracle PeopleSoft I Human Capital ManagementLocation: Salon A1In this session, learn about HCM transformation and Oracle's PeopleSoft Human CapitalManagement 9.1 applications and the value they can provide.

81080: Building Highly Available JD Edwards EnterpriseOne Enterprise Architecture on OracleGridPat Bangalore, OracleJD Edwards EnterpriseOne I Infrastructure Technologies and DevelopmentLocation: OneidaThis session will provide an update on various High Availability and Failover concepts for JDEdwards EnterpriseOne, Oracle grid components such as Real Application Cluster (RAC) databasenodes, Oracle Clusterware, Oracle Automatic Storage Management (ASM) database features, andOracle Weblogic middle tier components, deployment considerations for JD Edwards on OracleReal Application clusters, behavior of JD Edwards Transaction during a RAC node failure, setupWork Load balancing and scalability for OLTP and batch transactions, manage JD Edwards GridInfrastructure with Oracle Application Management pack and latest certification, MTR and supportfor RAC.

81480: World Software Technology UpdateBob Sheldon, OracleJD Edwards World I Applicable to All/GeneralLocation: NarragansettEnterpriseOne isn't the only JD Edwards product receiving attention from Oracle! The WorldSoftware development team in Denver continues to deliver valuable functional and technicalenhancements in each new release, based largely on the feedback from the Quest user communi-ty. During this session you'll receive up to date information on the benefits of the latest WorldSoftware technology enhancements available in releases A9.1 and A9.2. The presentation will alsoinclude an update on the major enhancements planned for delivery in the upcoming A9.2 Update1 release, as well as an overview of the future product roadmap.

81540: Adapt to Volatility and Converge Multiple Supply Chain Processes with Oracle WMSElvin Atkins, OracleApplicable to All Oracle Products I Supplier Relationship Management and ProcurementLocation: PequotLooking for ways to increase inventory accuracy and inventory turns while improving on timedelivery and customer service? Oracle's proven Warehouse Management System is now availableas a standalone solution, designed to meet the needs of a distributed supply chain, able to man-age multiple warehouses and and interface to any ERP. See how distributed Oracle WMS canbring order velocity and improved inventory management to your supply chain.

17

Ques

t Nor

thea

st

| W

edne

sday

Ses

sion

s &

Des

crip

tions

82200: Enhancing the JD Edwards EnterpriseOne User ExperienceRon Bisson, Oracle JD Edwards EnterpriseOne I Applicable to All/GeneralLocation: Salon A2Are your users getting the best experience possible from JD Edwards EnterpriseOne? Portals,functional enhancements, self-service and training are just a few capabilities that can give yourusers a more worthwhile experience, while at the same time providing your company with userefficiencies that are meaningful. This session will include a demonstration of an enhanced userexperience.

82370: Managing the Top Audit Issues: Access Control, Segregation of Duties, and TransactionMonitoringAnand Adya & John Nicholson, Greenlight Technologie, Inc. JD Edwards EnterpriseOne I Applicable to All/General I Vendor Awareness SessionLocation: NipmucMonitoring Privileged Users - External auditors require strict access controls and monitoring ofprivileged users, who have access to setups, transactions, and data. This collides with the busi-ness' need for emergency and temporary access, to keep business functions running. What areyour alternatives? High-Risk Transaction Monitoring - Many corporations have heterogeneouscomputing environments, with various ERP, CRM, Legacy, and Custom systems. What approachescan you take to continuously monitor business processes spanning diverse systems across theenterprise to prevent fraud?

82460: Dashboards, Reporting, Alerts and Scorecards for the Mid Market - that won't cost youSIX FIGURES! Brandon Kirby, iQ4bis2009 Standing Ovation Award WinnerApplicable to All Oracle Products I BI/Data Warehousing and Reporting | Vendor AwarenessSessioniQ4bis’ offers the most powerful and simplest end-to-end Business Intelligence Solution,Reporting & Analytics available. With business pre-built solutions available for PeopleSoft and JDEdwards focused on Sales, Finance, Inventory, and more, iQ4bis shift reporting responsibilitiesaway from IT and puts Dashboards and Ad Hoc reporting into the hands of non-technical endbusiness users. Our patent pending push-alerting system distributes critical information when it’sneeded to make important operational decisions.

1:30 p.m. -- 2:20 p.m.

78300: Leveraging Self-Service Applications to Improve Efficiencies & Increase Data AccuracyAl Burroughs, Richard Teed & George Boutis, LBi Software, Inc.PeopleSoft I Applicable to All/GeneralLocation: AbenakiExisting self-service technologies can improve the efficiencies of your HR department and drivethe accuracy of your Human Capital Management (HCM) database to a higher level than everwhile eliminating costly paper forms and the associated printing and distribution costs. This ses-sion will discuss the advantages of pairing self-service portals with critical employee functionalityin online benefit enrollment and time and attendance tracking that effectively reduces costs andimproves the data quality in HCM solutions. We will discuss and highlight the potential ROI, areasfor cost savings and demonstrate the ease of use and integration to packaged HR solutions andlegacy systems.

79720: Upgrading to EnterpriseOne 9.0 with Tools 8.98David McIlmoyl, Westlake Consulting, Inc.JD Edwards EnterpriseOne I Infrastructure Technologies and DevelopmentLocation: NehanticIs your company planning a JD Edwards EnterpriseOne upgrade? This session will explore thetechnical benefits you can recognize upgrading to EnterpriseOne 9.0 with tools 8.98. We will dis-cuss the procedure for upgrading EnterpriseOne in simple to understand terms, including projectplanning, preparation and execution. We will explore best practices, including areas of concernand issues encountered by our speaker during various upgrade projects. This presentation willgive you all the knowledge needed to move forward successfully to perform a successfulEnterpriseOne upgrade project.

18

Ques

t Nor

thea

st

| W

edne

sday

Ses

sion

s &

Des

crip

tions

78630: The Power of CRM On Demand Custom WeblinksPamela Davis, CD Group, Inc.JD Edwards EnterpriseOne I Customer Relationship ManagementLocation: OneidaOracle CRM On Demand (CRMOD) is a highly comprehensive yet fast-to-deploy CRM solution. Toserve your customers efficiently and effectively, you often need to leverage data & functionalityfrom Oracle CRMOD in combination with other third party systems. Custom Weblinks enableseamlessly embedded information and pages from third party applications and Websites into acustom tab or applet within Oracle CRMOD. This presentation will review the use of customweblinks into JD Edwards EnterpriseOne for Inventory, Quote and Sales Order Information as wellas using Business Intelligence to provide additional customer analytics.

82430: Market leading Business Intelligence Software Tailored for JD Edwards, for Those WhoOnly Want to Implement BI Once.Adam Crigger, Preferred StrategiesJD Edwards EnterpriseOne & World I BI/Data Warehousing and Reporting I Vendor AwarenessSessionLocation: ShinnecockBI Quick Launch for JD Edwards is a suite of BI content comprising a metadata layer that willaccelerate your Business Intelligence implementation and simplify your reporting and BI develop-ment cycles for JD Edwards EnterpriseOne and World. If you are already implementing BI orlooking to start a BI project in the near future, come see how you can successfully implement thefull spectrum of market leading BI software capabilities with or without Data Warehouse. BI QuickLaunch is your best approach to achieve BI simplification for JD Edwards and empower non-ITpeople to be self sufficient with BI. Learn how we raised customer BI satisfaction levels from 2.29to 4.29 (scale 1 to 5).

78700: Simplify PeopleSoft development and maintenance using Change Impact AnalyzerBaljinder Singh, Freddie MacPeopleSoft I Applicable to All/GeneralLocation: Salon A3Are you still slogging through lengthy code, Compare Reports and spending days for researchingobjects in Application Designer during upgrade process? Save time, money and your sanity byusing PeopleSoft's Change Impact Analyzer - an interactive tool designed to provide full impactanalysis of PeopleSoft delivered Change Package or proposed custom change. Join us for thissession to review the tool, get tips and techniques and learn how you can simplify your develop-ment and maintenance efforts. Be the star on your team by adopting this overlooked but power-ful and FREE tool from the PeopleTools arsenal.

78710: XML Publisher: Carlson Did It! You Can Too!Betty McClellan, Infocrossing/WiproPeopleSoft I Human Capital ManagementLocation: PaugussettThis will be an introductory session to XMLP within PeopleSoft. It will cover the basics: security,data source/template/report definition configuration, and the Word plug-in. Information will relateto XMLP using both PeopleSoftQuery and an App Engine. Carlson Company experiences andtips will be presented.

78790: Expanding Business Intelligence for Enterprise 2.0Lynn Skinner, IBM CorporationApplicable to All Oracle Products I BI/Data Warehousing and ReportingLocation: SchaghticokeHow will the latest in Enterprise 2.0 technologies change the face of BI? Join this session to gaininsight on the potential for leveraging new technologies to reach structured and unstructureddata found in and outside the four walls of your organization. Learn how collaboration and searchtechnologies can engage more of the business with a dynamic, collaborative Business Intelligenceexperience. Walk away with a vision of next-generation BI and steps that can get you ready forthe future.

79100: Manager Self Service - A Success StoryAl Heyden, Consolidated Edison Co. of New York, Inc.PeopleSoft I Human Capital ManagementLocation: NehanticIncluded in our full scale January 2009 implementation of PeopleSoft HCM 9.0 was a highly suc-cessful deployment of Manager Self Service to more than 2,300 MSS users. This presentationdescribes what we sought to accomplish, how we altered our HR transactional processes and howwe tailored the delivered PeopleSoft MSS functionality to meet our business objectives. Also cov-ered are the specific steps taken to prepare this large, decentralized group of MSS users for thisimportant change. The presentation concludes with some important metrics to assess how thingsare working and the lessons we learned along the way.

19

Ques

t Nor

thea

st

| W

edne

sday

Ses

sion

s &

Des

crip

tions

80170: 7 Habits of a Successful PeopleSoft HCM UpgradeJun Choi, Northrop GrummanPeopleSoft I Human Capital ManagementLocation: Salon D2This presentation will provide both a technical and functional guide to upgrading PeopleSoft HCMto 9.x, from highlighting the overall upgrade process to providing testing strategies with theupgrade. It will cover some helpful tricks and best practices with upgrading PeopleSoft. Also, itwill provide a demonstration of some of the new features with the Change Assistant tool used toperform the upgrade, such as the Visual Compare. It will also cover some of the new features ofHCM 9.1 and Tools 8.50, and discuss upgrade strategies to help prepare customers for a success-ful PeopleSoft upgrade to 9.x.

80500: From Nine Screens to One - Order Processing Time Cut in HalfKent Johnson & Suman Prasad, K-Rise SystemsApplicable to All Oracle Products I Applicable to All/GeneralLocation: Salon A1This session shows one of K-Rise Systems' customers, Caltrol, took a tedious, three way invoicematching task and converted it into a one-click process. We will demonstrate how click addsfreight lines to the PO and SO, creates the receipt and also advances the SO Lines to shipped allusing the appropriate Business Functions. We will also demonstrate the various elements of theportal, explain more technically a few elements of the work done and detail a few of the BusinessFunction calls.

80570: “Financial Reporting” and “Simple and Easy” Live in Harmony at LLSStephen Christos, The Leukemia & Lymphoma SocietyJD Edwards I Financial ManagementLocation: WampanoagYour JD Edwards system does an excellent job of storing financial information. However, it is oftenchallenging to find the information you need to answer your business questions, especially on areal-time, ad-hoc basis. Accountants need simple and immediate access to information to stream-line reconciliations and financial reporting processes, especially during month end. This sessionwill demonstrate how The Leukemia & Lymphoma Society increased productivity within theiraccounting department. In addition, they have improved efficiency and pushed information knowl-edge throughout their chapters.

80610: Do It On The Floor - Moving JD Edwards to real time with bar-coded transactionsCraig Fogg, Lindt & Sprungli USA, Inc.JD Edwards EnterpriseOne I Infrastructure Technologies and DevelopmentLocation: PassamaquoddyLindt has undergone tremendous growth over the past few years. To stream line our transactionsin JD Edwards and help our current Lean initative, we have developed numerous bar-coded trans-actions utilizing Data Systems International TranCollector software. This presentation will show howthese operational requirements were developed, implemented, and how they support our Leanprojects. I will also touch on how using TransCollector on our shop floor simplified the upgrade ofJD Edwards EnterpriseOne to version 9.0 for the shop floor personnel.

80840: Oracle's PeopleSoft Financial Management Solutions 9.1 Overview and Sneak Peek atPost-9.1Maria Pollieri, OraclePeopleSoft I Financial ManagementLocation: Salon D3Attend this session to hear how the current release of Oracle's PeopleSoft financial managementsolutions enables reductions in cost while supporting increasing regulations, oversight, and busi-ness growth. Come see how PeopleSoft Financials 9.1 supports the streamlining of financialprocesses such as the critical period close, supporting efficient compliance and controls, and pro-viding for a focus on improving the balance sheet and the company's overall bottom line. Thepresentation reviews road map candidate ideas for post-9.1 in continuing to support tomorrow'sopportunities.

80860: How to Develop Architecture and a Multi-year Roadmap for Financial InformationFrameworkRakshit Kapoor & Mike Nicosia, TIAA-CREFFPeopleSoft I Financial ManagementLocation: PequotThis presentation discusses an approach for developing target state architecture and a multi-yearroadmap for a Financial Information Framework. This framework consists of key business and tech-nology capabilities that a corporate finance department needs to run its operations effectively.This can be achieved by measuring the maturity of the current business capabilities, desired stateof these capabilities and an approach to reach the desired state. It also exhibits high level concep-tual architecture, data flows and guiding principles for leveraging and integrating Oracle andPeopleSoft's financial products with the rest of your technology capabilities in the organization.

20

Ques

t Nor

thea

st

| W

edne

sday

Ses

sion

s &

Des

crip

tions

81290: Project Evolution: JD Edwards Upgrade Project to A9.1Karen Curley, New Jersey Resources Service CompanyJD Edwards World I Applicable to All/GeneralLocation: NarragansettA JD Edwards World customer upgrade story detailing the preparation for building the businesscase for upgrade, selecting partners to assist and how to make you project milestones and con-trol costs for a successful implementation. Agenda to include: company profile JD Edwards Worldimplementation history upgrade preparation and process timeline success factors looking forwardquestions and answers.

81490: Maximize Your Software Investment with the Latest JD Edwards EnterpriseOne ToolsReleaseBob Sheldon, OracleJD Edwards EnterpriseOne I Infrastructure Technologies and DevelopmentLocation: Salon A2If you're running JD Edwards EnterpriseOne 8.11 or higher and you haven't taken advantage ofthe recent tools release updates, then you're not receiving the full value of your investment in JDEdwards software! During this session you'll receive up to date information on the benefits of thelatest EnterpriseOne technology enhancements, including EnterpriseOne tools release 8.98 thruthe recently announced Update 3, which is applicable to customers on EnterpriseOne Applicationreleases 8.11 SP1, 8.12, and 9.0. The presentation will also include an update on the majorenhancements being considered for future EnterpriseOne tools releases.

82260: Wipro Technologies: Innovation, Experience, SuccessKim Miller, Wipro TechnologiesJD Edwards I Applicable to All/General I Vendor Awareness SessionLocation: NipmucWipro Technologies is a Premier Oracle partner with both onshore and offshore capabilities, spe-cializing in upgrades, implementations, business transformation, product family migrations, devel-opment and more.

2:30 p.m. -- 3 p.m.

78760: Best Practices for Managing Your CRM DataSteven Johnston, CRM Connect SIGApplicable to All Oracle Products I Applicable to All/GeneralLocation: Salon A2This will be an open discussion of the current challenges and best practices for managing yourOracle CRM applications. This will include discussion of Fusion, PeopleSoft and JD Edwards CRMproducts.

79430: Budget Checking Government Payroll Without Overtime or Off-HoursDonna Braga, State of ConnecticutPeopleSoft I Financial ManagementLocation: PequotCommitment Control / General Ledger: Best Practices and Quick Tips Session, with a LiveImplementation Example for posting Payroll. Demonstrate the use of Commitment ControlTransaction Types to set budget checking options/controls. Show an example of a simple cus-tomization used by the State of Connecticut to automate payroll posting, without impacting anyother transactions, during business hours, and eliminating the need for overtime or working off-hours.

80010: Application Upgrade Tips version 8.8 to 9.0Eunie Taggart, Corning IncorporatedPeopleSoft I Applicable to All/GeneralLocation: PaugussettWe recently upgraded from 8.8 to 9.0 of Financials (which includes the following modules (AP,AR, BI, a.m., PC, GL, PO, IN, OM). We used the projectdefn and projectitem tables in 8.8 todetermine what all our customizations were. After analyzing our data we created a new bolt-onpage to display the project definition and project item details on a page so that support person-nel can know when new changes have been migrated into production.

21

Ques

t Nor

thea

st

| W

edne

sday

Ses

sion

s &

Des

crip

tions

80200: Knowing the data is key to BIDavid Grimbley, Covance IncPeopleSoft I BI/Data Warehousing and ReportingLocation: SchaghticokeThe aim of this session is to share our belief that, “A full understanding of the data is imperativefor ALL involved in the implementation of a BI solution.” This includes users, project membersand business partners. I will be drawing from our experience of implementing OBIEE into aPeopleSoft environment. I will also be pointing to a number of factors that can cause issues dur-ing an implementation, which could be easily avoided if those involved have a sound understand-ing of financials, and the environment into which it is being placed. Also highlighted will be thecreation of tailored reports as an example where system knowledge alone is not sufficient to com-plete these tasks successfully.

80730: Oracle's PeopleSoft PeopleTools Tips and TricksStephen Wills, OraclePeopleSoft I Infrastructure Technologies and DevelopmentLocation: AbenakiThis session discusses advanced tips and techniques that will enable you to extend your Oracle'sPeopleSoft PeopleTools applications. In this session will also include tips and tecniques from aPeopleSoft performance and benchmark expert to help you maximize the performance of yourPeopleSoft applications.

81210: A Smorgasbord of JD Edwards Integration PatternsGlenn Johnson, Magic SoftwareJD Edwards EnterpriseOne I Master Data Management/Application IntegrationLocation: PenobscotJD Edwards EnterpriseOne and World ERP systems constitute the backbones of many organiza-tions. As new applications are built and implemented across/beyond the enterprise, organizationswant to extend and integrate ERP data w/ on-demand data like CRM, Salesforce.com and otherSaaS applications. Glenn will review integration best practices and various integrationpatterns/methodologies available when integrating. Trends and patterns discussed will includebusiness functions, Z-processes, secure FTP, messaging, email integration, secure Web Servicesand program calls to RPG, Java and .NET, as well as principles of orchestration and event drivenintegration.

81280: Utilizing UPK during JD Edwards Upgrade ProjectKaren Curley, New Jersey Resources Service Corporation and Barbara Canham, OracleJD Edwards World I Applicable to All/GeneralLocation: NarragansettSharing a customer experience utilizing UPK during a JD Edwards Upgrade Project. We willdemonstrate a company profile on how we incorporated UPK into a project. Also, we will sharehow we utilized UPK during the project. Be there as we describe the success factors and outlinefuture plans for UPK. Plus, a questions and answers session. Expectations met would be how UPKsupported our upgrade project by properly preparing the business units for change and newfunctionality.

4:10 p.m. - 5 p.m.

78390: PeopleSoft Financials: Global Options, ExplainedMaria Pollieri, OraclePeopleSoft I Financial ManagementLocation: Salon A3This presentation will explain the PeopleSoft features that affect global customers and their relat-ed implementation requirements. These features will be described in detail in this presentation:[Note: This session is very closely aligned with the Global Options 9.1 PeopleBook]. Topics cov-ered, include: processing multiple currencies, defining document sequencing, managing multipleGAAPs and prior period adjustments, working with VAT, setting up and running Intrastat reports,creating regulatory ledger reports, generating global reports and generating subsystem reconcili-ation reports.

22

Ques

t Nor

thea

st

| W

edne

sday

Ses

sion

s &

Des

crip

tions

78720: Data Management Best Practices for Your PeopleSoft UpgradeCynthia Babb, IBM CorporationPeopleSoft I Master Data Management/Application IntegrationLocation: PequotDo you have a PeopleSoft upgrade project this year? Are you dreading the downtime and businessdisruption associated with an upgrade? Are database storage needs straining your IT budget?Application upgrades can be time-consuming, costly, and painful - but they don't have to be. Join usas we discuss strategies that are critical for a successful upgrade and you'll learn how your organiza-tion can: satisfy data retention requirements and reduce the time and storage needed to be success-ful, protect the privacy of sensitive data during the test and development process and streamline theupgrade's data conversion process, minimizing business disruption and improving performance.

78770: Archive and Purge Strategies - Ask the ExpertsSteven Johnston, IBM CorporationApplicable to All Oracle Products I Applicable to All/GeneralLocation: Salon D3This session will feature and open and interactive discussion of best practices for archive and purgeprojects, featuring panelists from the board members of the Archive and Purge SIG. This will serve toallow for discussion of common questions and topics of current interest in today's economy.

78960: Implementing the PeopleSoft Payroll Interface - Lessons LearnedRex Richardsson, Ropes & Gray, LLPPeopleSoft I Human Capital ManagementLocation: NehanticImplementing PeopleSoft's Payroll Interface module seems simple on the surface, but the road tosuccessfull interfacing to ADP can sometimes be a minefield! In this session, Rex Richardsson ofRopes & Gray LLP will share lessons learned from implementing the Payroll Interface not just once,but twice at Ropes & Gray.

78990: Making Business Intelligence Work BestJoseph Guerra, RapidDecisionApplicable to All Oracle Products I BI/Data Warehousing and Reporting I Vendor Awareness SessionLocation: ShinnecockRapidDecision will show a prebuilt JD Edwards/PeopleSoft Data Warehouse Solution that allows com-panies to easily connect their ERP application to their Business Intelligence Software (BusinessObjects, OBIEE, Cognos, MicroStrategy etc).

79170: Synchronizing Financial Planning with Operations PlanningJohn Bermudez, OracleJD Edwards I Applicable to All/GeneralLocation: Salon A2Today's manufacturing companies are struggling with the toughest economic conditions in recent his-tory. It is more important than ever that the company operate to a single, aligned plan developed toachieve key business goals. This session presents Oracle's approach to Integrated Business Planningthat enables companies to align their financial business plan with their operating plan. Oracle's S&OPsolution for JD Edwards EnterpriseOne and World will also be discussed.

79450: UPK: Getting Full Time Value in Part TimeThomas Vaughan, Jr., Office of State Comptroller, Core-CTApplicable to All Oracle Products I Applicable to All/GeneralLocation: NarragansettHow the State of Connecticut's Core-CT Financial Team implemented Oracle's UPK without dedicat-ing full time personnel to the project. Core-CT utilizes Oracle's PeopleSoft ERP system asConnecticut's financial computer system. The challenge was to learn the software and develop train-ing exercises for the 5,000 users without interrupting core services. The two person Training Teamtook the lead in developing standards, training, and oversight. A UPK Lab was set up and theFunctional Team took spare time to develop the exercises. The Team now has 200 separate and origi-nal UPK simulations available on their web site. Implementation in Production is imminent as UPK willserve as the Help resource.

79500: Streamlining Processes Via A/P IntegrationsBrian Lord & Thomas Christopherse, Boston PropertiesJD Edwards EnterpriseOne I Applicable to All/GeneralLocation: Oneida1) Positive Pay - took a manual process of creating and sending a file to the bank to now running anautomated sleeper job (utilizing Crystal and FTP) with no user intervention. 2) ComprehensivePayments - Collaborated with our bank to set up a non-paper payment system that allows vendors toreceive their payments electronically. This is turn reduced administrative, postage and the ability tocommit fraud. We were able to reduce our check load by 24% in 2009. 3) Advantage IQ - Third partyutility payments, reduced check writing by 9% and invoice processing by 11% by utilizing a third partyutility management vendor and creating a seamless integration with our JD Edwards system.

23

Ques

t Nor

thea

st

| W

edne

sday

Ses

sion

s &

Des

crip

tions

79700: Covidien - Designing a secure EnterpriseOne system for the global healthcare industryKathy Giggie, Covidien & David McIlmoyl, Westlake Consulting Inc.JD Edwards EnterpriseOne I Applicable to All/GeneralLocation: PenobscotBecome the leading global healthcare products company by creating innovative medical solutionsfor better patient outcomes and delivering value through clinical leadership and excellence ineverything they do. This is the primary goal of Covidien and JD Edwards EnterpriseOne is a pri-mary element in achieving that goal. Join Covidien employees as they discuss the implementa-tion their EnterpriseOne global solution. They will discuss building and securing of theirEnterpriseOne installation to meet the stringent requirements of the healthcare industry. Thispresentation will review security for EnterpriseOne Presentation Layer Access, EnterpriseOneApplication Objects Access, iSeries OS/400 Access and iSeries DB2/400 Access.

79820: Fusion Middleware - Demystifying "Process Integration Packs" (PIPs)Duane Erautt & Ken Tarrant, CSS International, Inc.Applicable to All Oracle Products I Applicable to All/GeneralLocation: PaugussettDuane spent most of last year working with Oracle to develop Process Integration Packs (PIP)using Oracles Application Integration Architecture (AIA). Duane will provide an overview of AIA,PIPs, related technologies, share his experiences from the development of the PIPs, and provide a demonstration of some BPEL functionality used in the development of those PIPs.

79830: Global Upgrade Considerations: Upgrade Solutions for Multiple LocationsKim Miller, Wipro TechnologiesJD Edwards I Applicable to All/GeneralLocation: WampanoagThis session will addresses the unique challenges of upgrades for companies with multiple loca-tions, teams in multiple time zones (including international) and locations on different softwarereleases and different hardware.

80380: Consuming Web Services - Application IntegrationRamanathan Thiru, Visiting Nurse Service of New YorkPeopleSoft I Infrastructure Technologies and DevelopmentLocation: AbenakiThe presentation has 2 sections. The presentation starts with an introduction to data exchangessupported in PeopleSoft, with special emphasis on Application Messaging. It also covers how totransform an Application message using XSLT Transformation, and when XSLT Transformationshould be considered. The second section of the presentation starts with an introduction toWebServices and tools offered by PeopleSoft, followed by a walk-though of integration of HRMSwith SilkRoad Technologies product RedCarpet. Finally, we will cover lessons learned/tips beforeopening for questions. Attendees will gain insight into WebService and how to integrate with avendor offering WebServices.

80670: Recapture Lost Profits from Distributed LaborCarol Ward, UNICCO Service Co. & Richard Kief, Kief & AssociatesJD Edwards I Human Capital ManagementLocation: Salon D2Reducing labor costs through operational improvements contributes directly to positive change inEBITDA. Learn how UGL-Unicco is deploying a best practices web based Human CapitalManagement service for time and labor management to increase profit with NO CapitalExpenditure AND full integration with JD Edwards.

80790: Driving User Adoption for ANY CRM!Christina Langone, OracleApplicable to All Oracle Products I Customer Relationship ManagementLocation: SchaghticokeA highly comprehensive yet fast-to-deploy CRM solution, Oracle CRM On Demand goes farbeyond any other software-as-a-service offering.

82190: JD Edwards EnterpriseOne Cross Industry Applications that Everyone Can UseRon Bisson, OracleJD Edwards EnterpriseOne I Master Data Management/Application IntegrationLocation: PassamaquoddyJD Edwards EnterpriseOne Project Management, Service Management and Equipment CostAnalysis were designed for the construction, service and asset intensive industries, respectively.This session will focus on how these products can be applicable to many industries. If you buildassets, need a simple way to manage capital budgeting, are looking for an employee asset track-ing solution or need to get a better handle on equipment operating cost, then this session willhelp. Included with be a demonstration of the applicability of these products.

24

Ques

t Nor

thea

st

| Th

ursd

ay S

essi

ons

& D

escr

iptio

ns82300: JD Edwards World A9.2 Enhanced Reporting in Update 1 - Format, Burst, and DistributeYour Reports AutomaticallyJohn Schiff, OracleJD Edwards World I BI/Data Warehousing and ReportingLocation: Salon A1JD Edwards World continues to enhance the popular feature of Electronic Document Delivery tostreamline external communications, enable bursting and automatic report distribution. In A9.2Update 1, more reports were enabled for Business Intelligence Publisher, allowing reports fromWorld to be transformed into attractive formats.

82440: Auto-Cash Application, Deductions Handling and Bank ReconciliationGreg Coulter, Cashbook LimitedApplicable to All Oracle Products I Financial Management I Vendor Awareness SessionLocation: NipmucIn this comprehensive presentation attendees will be given an overview on how to streamlinetheir cash processes and enjoy instant cash visibility using one integrated cash management solu-tion. Topics to be addressed include: - How to harness the latest OCR technology in improvingyour overall cash management processes. - Auto-Cash Application ofEDI/Excel/OCR/Lockbox/Credit Card files. Handling files with discounts, deductions and fileswithout invoice references - Simple bank reconciliation process: One split-screen interface windowwith direct data feed taken from your GL Extract on one side and Bank Statement Data on theother - Electronic Payments and ACH file creation.

THURSDAY

9 a.m. -- 9:50 a.m.

78500: Benefits of Purging & Archiving JD Edwards Data - Easier Upgrades and BetterProductivityBrian Bartkowiak, George P. Johnson & Dave Shea, ARCTOOLS/DCSoftwareJD Edwards I Applicable to All/GeneralLocation: Salon A3Learn about the reduction in costs and improvements in performance delivered by a purge andarchive project. Find out how incorporating a data purge and archive step into your upgrademethodology can save you time and money. Get great tips and advice on how to calculate thebenefits and how to prepare a winning business case. Learn about data management best prac-tices and how to plan and manage a successful purge and archive project from our client casestudy.

78520: JD Edwards Smart SchedulerKiran Salgarkar, William Grant USA & Sachin Choudhari, Circular Edge, LLCJD Edwards EnterpriseOne I Applicable to All/GeneralLocation: Salon D3JD Edwards Job scheduling made easy. Smart dependency management and notifications.

78620: Oracle's CRM On Demand and Integration to JD EdwardsPamela Davis, CD Group, Inc.JD Edwards EnterpriseOne I Customer Relationship ManagementLocation: WampanoagThis presentation will provide an overview of Oracle's hosted customer relationship managementsolution - CRM On Demand (CRMOD) as well as review its pre-built integration capabilities withJD Edwards EnterpriseOne. Siebel CRM On Demand allows a break down of department silosand offers a 360-degree view of your customers. A highly comprehensive yet fast-to-deploy CRMsolution, Siebel CRM On Demand goes far beyond any other software-as-a-service offering. Itbrings clarity to your sales processes, builds loyal, long-term customer relationship, acceleratesproductivity, boosts call center efficiency, and drives customer intelligence.

78810: Implementing Row-Level Security with a 9.1 UpgradeMadeline Osit, Beacon Application ServicesPeopleSoft I Applicable to All/GeneralLocation: PequotCome and hear how to leverage the new configurable row-level security feature available withPeopleSoft 9.1.

25

Ques

t Nor

thea

st

| Th

ursd

ay S

essi

ons

& D

escr

iptio

ns78870: New Features for PeopleSoft Enterprise HCM 9.1: Core Human ResourcesJanet Martin, BTRGPeopleSoft I Human Capital ManagementLocation: NehanticLearn about the exciting new features and functionality of HCM 9.1 for Human Resources. You'llget a firsthand look at the new features, as well as the new look and feel of PeopleTools 8.5 andits Web 2.0 capabilities.

79040: Why Can't I Reconcile my JD Edwards Inventory?Edward Gutkowski, Andrews Consulting Group JD Edwards I Financial ManagementLocation: NarragansettThis session will address the factors that make reconciling inventory such a time consuming andfrustrating task. Topics will include reporting, processes, and how to take preventative measuresto minimize effort in reconciling your JD Edwards inventory.

79220: A Tech Only UpgradeJeff Copper, Zanett Commercial SolutionsJD Edwards I Infrastructure Technologies and DevelopmentLocation: OneidaFor those of you who have had the persistence and determination to maintain a mod free envi-ronment or close to it, a "Technical Only Upgrade" may be what you are looking for. Let Zanettguide you through some of the techniques we use to help our clients go from point A to point B(software version to software version). Our step by step methodology will ensure you are notmissing crucial steps in the planning and execution processes such as: Gaining business by in,how to start out, preparing your team, testing and training as well as what you need to knowtechnically.

79890: JD Edwards - Stuck in the Middleware with OracleDave Hyzy, Benderson Development CompanyJD Edwards I Applicable to All/GeneralLocation: Salon A2Oracle's Fusion Middleware is EVERYWHERE, but what is the right strategy for integrating FusionMiddleware in a JD Edwards environment? Come to this session for a discussion on the interest-ing challanges and potential rewards from devising a coherent Oracle - JD Edwards strategy.

80550: Achieving Agility Through AlignmentJoseph Coniker, MarketSphere Consulting, LLCPeopleSoft I Master Data Management/Application IntegrationLocation: Salon D2Most enterprises today have multiple entities; each with their own set of accounts, structures andsystems for financial reporting. Mergers, acquisitions and reorganizations inject constant changeinto the process. Imagine if your company had visibility into all financial reporting structures?Attend this session and find out how your company can accurately support changing reportingrequirements and guarantee consistent financial results all within an accurate and time efficientprocess. This session will include case studies from organizations leveraging Oracle's DataRelationship Management (DRM) with PeopleSoft and expanded into Oracle Essbase Analytics.

80640: Delivering Global Talent Mgt While Building on Our PeopleSoft InvestmentCory Scott, Corning IncorporatedPeopleSoft I Human Capital ManagementLocation: Salon A1Corning has invested in our PeopleSoft HRMS for over a decade. When the HR leadershiprequested we have a talent planning system, we faced the decision of building or buying.Considering our investment in our PeopleSoft infrastructure, we decided to build, and what a toolit is: all in PeopleSoft. Join us to discover how we approached talent planning, how we made thebuild decision, how we linked this component with other talent management functions and howwe delivered a self service planning tool to our more than 20 countries.

80760: Peoplesoft and JD Edwards Upgrade Resources in My Oracle SupportJoanne Nolan, OracleApplicable to All Oracle Products I Applicable to All/GeneralLocation: SchaghticokeExplore PeopleSoft and JD Edwards Upgrade Resources - all available through My OracleSupport. Additionally learn how to navigate within the My Oracle Support Knowledge Base tofind the PeopleSoft and JD Edwards information you need.

26

Ques

t Nor

thea

st

| Th

ursd

ay S

essi

ons

& D

escr

iptio

ns80920: JD Edwards CompleteCare+...Your Full-Service Hosting and Support Solution!Shawn Scanlon & Kevin Herrig, Global Systems Integration, Inc.JD Edwards EnterpriseOne I Applicable to All/General I Vendor Awareness SessionLocation: NipmucLetting a trusted partner handle the day-to-day management and operation of your JD Edwardsapplications can maximize your ROI and free valuable IT resources to work on more strategicareas. GSI and Secure-24 bring together a complete JD Edwards application hosting service thatcombines deep application expertise, industry knowledge, and world-class data centers to delivera fully-managed, optimized, and scalable solution for JD Edwards implementations of any size.

81510: The Strategy and Roadmap for Oracle's Hyperion Enterprise Performance ManagementApplicationsBill Guilmart, OracleApplicable to All Oracle Products I Applicable to All/GeneralLocation: PassamaquoddyIn this session, you'll learn about the latest Oracle Ep.m. system release 11.1.2 and future productroadmap and strategy. This session will highlight Oracle's enterprise performance management(Ep.m.) vision and strategy. You will learn how Oracle's Ep.m. system leverages operational invest-ments, drives management excellence and enables firms to excel, even in times of unprecedent-ed economic pressures. This session covers the product roadmap and strategy for the OracleEp.m. Suite of products.

81760: Transforming the Reporting Landscape with OBIEE+: Information at Your FingertipsSusan Jo, Credit Suisse & Darren Roberts, Credit SuisseApplicable to All Oracle Products I BI/Data Warehousing and ReportingLocation: PaugussettThe Investment Banking Finance group of Credit Suisse (CS) has historically produced Excelreports with data retrieved from Essbase cubes. Because many of the end users do not haveknowledge of Essbase, there is a heavy reliance on the Finance team to provide data to clients.Hence, the Finance team ends up spending disproportionate amount of time on data gathering,data manipulation and report production rather than performing value-added analysis. CS imple-mented OBIEE+ in late 2009 as the primary vehicle for delivering financial data, thereby placingthe information directly at the hands of the end users via user friendly and interactive reportinginterface.

82360: BI - Using Automated and Triggered Reporting for Remote and Mobile UsersShane McConnell, Centro Properties GroupApplicable to All Oracle Products I BI/Data Warehousing and ReportingLocation: PenobscotA review of the system we put in place to deliver information to our users on a subscribed orautomated process allowing them the ability to retrieve / review data without ever signing into asystem. Users are able to link from the information into the ERP systems, but the overall goal is todeliver about 80 percent of their day to day data to them in a format that allows them the abilityto take their information with them and review at their leisure.

82450: Reduce Your Implementation Investment With Cetova's Pre-Packaged JDE Reports andDashboardsJohn Lambrianakos, CetovaJD Edwards EnterpriseOne & World I Financial Management I Vendor Awareness SessionLocation: ShinnecockSee how Cetova has even further accelerated our out-of-the-box delivery of JDE Reporting andAnalysis functionality. Our new, real-time, Pre-Packaged JDE Reports span the most popular JDEModules and Tables, granting first-time users instant visibility into their JDE enterprise data, with-out the need for start-up training and report writing. Furthermore, our newly enhanced chartingand graphing engine transforms easy-to-generate Cetova dashboards into visually appealing,highly-actionable decision support tools.

1 p.m. -- 1:50 p.m.

78560: JD Edwards Production SupportSachin Choudhari & Ashim Choudhari, Circular EdgeJD Edwards I Applicable to All/GeneralLocation: PassamaquoddyJD Edwards Production support - Smart ways and processes - satisfied users!!

27

Ques

t Nor

thea

st

| Th

ursd

ay S

essi

ons

& D

escr

iptio

ns78730: Data Management Best Practices for Your JD Edwards UpgradeCynthia Babb, IBMJD Edwards I Master Data Management/Application IntegrationLocation: Salon D2Do you have a JD Edwards upgrade project this year? Are you dreading the downtime and businessdisruption associated with an upgrade? Are database storage needs straining your IT budget?Application upgrades can be time-consuming, costly, and painful - but they don't have to be. Join usas we discuss strategies that are critical for a successful upgrade and you'll learn how your organiza-tion can: Satisfy data retention requirements and reduce the time and storage needed to be success-ful; Protect the privacy of sensitive data during the test and development process; Streamline theupgrade's data conversion process, minimizing business disruption and improving performance.

78840: Automating the pay for performance process using PeopleSoft ePerformance & eComp+Customer Case StudiesBrian McIntyre, WorkStrategy, Inc.PeopleSoft I Human Capital ManagementLocation: NehanticWorkStrategy will provide attendees with leading industry trends regarding pay for performance pro-grams. Demonstrations of ePerformance functionality and how these ratings can be used to drivemerit increases and bonus awards within PeopleSoft eComp+ will be shown. During the session, casestudies will be presented for various industries across the US and globally.

78970: Innovating with Oracle On Demand: Phibro's JD Edwards Move to a Hosted Environment -Commentary and Lessons LearnedMichael Yanosy, Phibro Animal Health Corporation & Brad Ferguson, OracleJD Edwards EnterpriseOne I Applicable to All/GeneralLocation: WampanoagThe goal of this presentation will be to share the new service offering provided by Oracle OnDemand to host and manage their JD Edwards EnterpriseOne applications in our Austin Data Center.The presentation will encompass an overview of the Oracle On Demand service for JD Edwards, aswell as a presentation on the experience and benefits one of our customers (Phibro Animal Healthhas received as a result of the service.)

79150: There's an Elephant in the RoomMatthew Topfer, InsightSoftware.comJD Edwards I Applicable to All/General I Vendor Awareness SessionLocation: NipmucBe more ambitious than “just reporting.” Ask yourself why, so many reports are running? How manyare just to overcome the restrictions and limitations of the JD Edwards inquiry screens and are reallyonly a vehicle for data to be dumped into Excel, driving so much manual effort and loss of security?The solution is Business Optimization, a concept pioneered by InsightSoftware.com where solutionsto common JD Edwards challenges have been pre-built and are delivered in real-time after a 60minute install and configuration. Learn how this concept can be applied to drive efficiency throughoutany organization.

79210: SOX on a Spreadsheet - How to get all your SOD Reporting and Controls Reporting ontoOne Sheet!Jeff Wuchich, AllOut SecurityJD Edwards EnterpriseOne I Applicable to All/GeneralLocation: PenobscotThis presentation will show you how to consolidate all your compliance reporting requirements fromJD Edwards EnterpriseOn, JD Edwards World, and Non-EnterpriseOne systems and Manual Controlsall onto one consolidated spreadsheet ready for sign-off and presentation to Audit.

79240: How Companies Use Technology to Reduce Their Rising Shipping Costs.Vincent Taravella, Varsity Logistics, Inc. & Marc Vadeboncoeur, AstroMedJD Edwards World I Supplier Relationship Management and Procurement I Vendor Awareness SessionLocation: ShinnecockVarsity Logistics will discuss the ballooning cost of shipping and transportation, as customer demandincreases and carrier options and complexity continue to evolve. This session will focus on how theVarsity Logistics' modular TMS solution for the System i, integrated with JD Edwards World, can drivesignificant efficiencies and cost reductions in your shipping and transportation operations. The bene-fits of optimally planning and executing a TMS (Transportation Management System) and how theextent of process performance improvement greatly depends on ERP integration will be presented.

28

Ques

t Nor

thea

st

| Th

ursd

ay S

essi

ons

& D

escr

iptio

ns79370: Successful Strategies for Improving the Financial CloseRoger Elwell, GL AssociatesApplicable to All Oracle Products I Financial ManagementLocation: PaugussettThe lead business process analyst for a financial close improvement project in a large investmentservices company will present a case study on this initiative to increase efficiency and reducecycle time. The presentation will discuss common obstacles that hinder the close, value-addanalysis techniques, benchmarking of key closing processes and under-utilized best practices.

79440: Smart Strategies for New Times: Increasing Productivity and Ensuring User AdoptionGeorge Kimmerly, OracleApplicable to All Oracle Products I Applicable to All/GeneralLocation: OneidaCompanies in today's environment limit themselves by lowering their expectations and imple-menting defensive measures. Forward-looking companies see today's environment as an opportu-nity. Those that thrive during tough economic times build advantages in three key areas: mindset,preparation, and execution. Such companies look for ways to make strategic maneuvers thatmake for major competitive gains. Second, they prepare by planning and prioritizing these specif-ic strategic measures. This thoughtful preparation paves the way to execution, the third criticalarea of advantage. Oracle's User Productivity Kit is uniquely postioned to enable users to executeat the highest levels.

79480: Effective Application Management for PeopleSoftDavid Pace, Beacon Application ServicesPeopleSoft I Applicable to All/GeneralLocation: AbenakiPeopleSoft customers seek to improve the effectiveness and efficiency of their business applica-tions, but struggle to keep up with the myriad of changes that seem to continuously surface.These include changes to business processes, vendor driven changes (updates, fixes) and compli-ance regulations. This presentation will discuss the benefits of automating application manage-ment and provide application management case studies.

79550: Understanding OracleDavid Andrews, Andrews Consulting GroupApplicable to All Oracle Products I Applicable to All/GeneralLocation: Salon A1What Oracle Corporation does is of great interest to the JD Edwards and PeopleSoft communi-ties yet Oracle itself limits the amount of useful information it provides about its plans. Oracle hasobviously changed direction significantly by acquiring Sun but has done little so far to help itscustomer base understand the implications of this and other internal developments including theupcoming introduction of Fusion Applications. Now that Oracle sells hardware, has its own oper-ating system and controls the evolution of Java, its relationship with our community will clearlychange. This presentation will explore how that might happen.

80470: Improving PeopleSoft Reporting with Oracle Business IntelligenceJoseph Coniker & Devon Snyder, MarketSphere Consulting, LLCPeopleSoft I BI/Data Warehousing and ReportingLocation: SchaghticokeWhile PeopleSoft offers several sophisticated packaged reporting options, Oracle BusinessIntelligence (OBI) enables better decisions, actions, and business processes by integrating infor-mation from financial performance management, operational intelligence, and transactional appli-cations. Find out how Kendle leveraged OBI to understand and manage the key drivers of share-holder value and profitability, help front-line managers improve financial performance with com-plete, up-to-the-minute information on their departments' expenses and revenue contributions,improve cash flow, lower costs, and increase profitability and maintain more accurate, timely, andtransparent financial reporting.

80620: Enablement of Fusion with JD Edwardsdwards Enterprise OneSridhar Raghavendra Rao & Nizar Razack, Wipro TechnologiesJD Edwards EnterpriseOne I Applicable to All/GeneralLocation: NarragansettWipro helped leading customer to implement Fusion Middleware for integrating JD Edwards withthird party applications. Using SOA, Wipro designed a architecture framework for integrationusing AIA, BPEL and ESB. This lecture will provide an insight of how entire Oracle Suite is closelycoupled together to acheive the efficiencies of the systems. JD Edwards BSSV integrations,exposing the services to Fusion Middleware were easy to implement and maintain. This lecturewill help Architects, Directors, VP - IT and CIO to understand and help to make decision oninvestements planned on Oracle product suites.

29

Ques

t Nor

thea

st

| Th

ursd

ay S

essi

ons

& D

escr

iptio

ns80750: Upgrade Best Practices for JD Edwards customersJohn Long, OracleJD Edwards I Applicable to All/GeneralLocation: Salon A3Best practice strategy and considerations for developing a long-term strategic roadmap onOracle JD Edwards as well as necessary considerations for a successful upgrade

80770: Oracle Support - It's All About Customer ValueJoanne Nolan, OracleApplicable to All Oracle Products I Applicable to All/GeneralLocation: Salon A2Who said you need to have a problem to use Oracle Support services? This session is all aboutmaximizing your support investment by taking advantage of the wide variety of proactive, predic-tive tools all available through the new My Oracle Support portal. In this session we will reviewthe portal features, how to customize the portal and how to get the most out of it!

80800: Hot Topics in Financial ReportingMike Malwitz, OracleApplicable to All Oracle Products I Financial ManagementLocation: PequotHow do you make sense of today's financial reporting buzzwords: IFRS, XBRL, GRC, SDR, SOX,AS5 etc? Which are the most important to focus on? This session will highlight Oracle's newfinancial close and disclosure mgt products that are deeply integrated with Hyperion performancemanagement pplications. You will also learn about Oracle's 4-step action plan for a successfulIFRS transition, and about the Oracle applications that enable the plan. Will review integratedGRC - a key trend in financial reporting that will help satisfy your auditors, and give you moreconfidence as well.

82330: How to Get Your Child Support Income Withholding Orders ElectronicallyWilliam Stuart, Federal Office of Child Support EnforcementPeopleSoft I Applicable to All/GeneralLocation: Salon D3The Federal Office of Child Support Enforcement (OCSE), in partnership with the states, public-and private-sector employers, payroll processors and other payroll related organizations havedeveloped, based on the standardized “INCOME WITHHOLDING FOR SUPPORT” form, elec-tronic (flat file and XML schema) formats that enable: States to transmit income withholdingorders electronically, employers to electronically notify states regarding the status of IWOs,including terminations and lump sum payments.

3:10 p.m. -- 4 p.m.

79020: Business Objects, Cognos, MicroStrategy and Oracle-Which one is right for you?Joseph Guerra, RapidDecisionApplicable to All Oracle Products I BI/Data Warehousing and ReportingLocation: Salon BCIn this session we will discuss our experience with the leading Business Intelligence vendorsincluding Oracle (OBIEE), IBM Cognos, SAP Business Objects and MicroStrategy. We will com-pare each of these BI tools across several major categories and provide a final evaluation for eachBI application.

30

Ques

t Nor

thea

st

| Sh

owca

se H

ours

& C

onfe

renc

e G

ivea

way

s Exhibitor Showcase Hours

Wednesday - 7:50 a.m. – 9:50 a.m., 11 a.m. – 3 p.m. and 4:10 p.m. – 7 p.m.Thursday - 8 a.m. – 9:50 a.m. and 11:10 a.m. – 2 p.m.

Scavenger Hunt Game & GiveawaysDon’t miss your chance to win great prizes through the scavenger hunt. To participate,get a sticker from each of the exhibitors listed on your scavenger hunt card, found inyour conference bag. When you’ve finished, return your card to the Quest booth. Youmust be present to win - winners will be drawn from the Quest Booth #99, Wednesdayand Thursday in the exhibitor showcase at the below times. (Each giveaway is a $200American Express gift card.)

Drawings will be held Wednesday at: 1:15 p.m., 6 p.m. and 6:45 p.m.Thursday at: 8:30 a.m., 11:10 a.m. and 12:40 p.m.

Winners CircleMany solution providers will present their own giveaways and contests. Make sure youvisit each booth for more information about how you can improve your current workenvironment and the chance to win some great prizes. Winners will be listed on theWinners Circle. Make sure you check the Winners Circle to see if you have won anyprizes from our exhibitors. The Winners Circle will be located by the Quest registrationdesk.

Win an Oracle OpenWorld complimentary passAttend one of the Oracle keynote sessions on Wednesday and be eligible to win a com-plimentary pass to Oracle OpenWorld. You must be present to win.

Closing General Session - Grand Prize Giveaway, Thursday, 2:50 p.m.One lucky customer will win a 32 GB Apple iPad - Brought to you by Magic SoftwareThe session will also feature two additional giveaways: one $200 American Express giftcard and one $400 American Express gift card.

Playday for Quest Northeast AttendeesThis hands on, no hype, no pitch environment lets you actually sit down and work with software products. Throughself-guided scripts and assistance as needed, Playday offerslearning opportunities for both technical and functionalusers. Visit the Exhibitor Showcase during its open hours toparticipate. The following softeare is available: JD EdwardsEnterpriseOne 9.0, JD Edwards World A9.2, PeopleSoftEnterprise HCM 9.1.

31

Brought to you by:

and

Ques

t Nor

thea

st

| Sh

owca

se M

ap

32

Entrance - Uncas Ballroom

100

106

104

102

107

105

103

101

110

120

118

116

114

112

121

119

117

115

113

111

128

126

124

129

127

125

136134132130 137 135 133 131

General Session & Meal Seating

Exhibitor booths on this page (#100s) are inside the Uncas Ballroom. See next page forexhibitor booths in the #200s, located in the Uncas Ballroom Pre-function area.

99

Ques

t Nor

thea

st

| Sh

owca

se M

ap

33

Entr

ance

Unc

as B

allro

om

Reg

istr

atio

n

Brji

Pla

yday

211

213

209

215

202

200

212

214

210

208

224

226

222

220

246

248

244

242

245

247

243

241

225

Ora

cle

227

229

Exhibitor booths on this page(#200s) are in the pre-functionarea outside the UncasBallroom. See the previouspage for exhibitor booths inthe #100s, located inside theballroom.

Ques

t Nor

thea

st

| Ex

hib

itor

List

ing

Accu-Time Systems - Booth #105Larry Dawsonldawson@accu-time.com860.870.5000 x2019www.accu-time.com

All Out Security - Booth #127Minnie Prescottminnie@alloutsecurity.com970.460.3025www.alloutsecurity.com

Andrews Consulting - Booth #134Lisa Brewerlbrewer@andrewscg.com203.271.4604www.andrewscg.com

ARCTOOLS - Booth #102Joe DiPietrojoe@arctools.com508.435.8243 x201www.arctools.com

Ataway - Booth #224Tressa Hillthill@ataway.com925.226.1082www.ataway.com

Beacon Application Services - Booth #124Beth DaigleBeth_Daigle@beaconservices.com508.663.4409www.beaconservices.com

Bottomline Technologies - Booth #214Deidre Mooredmoore@bottomline.com603.501.5254www.bottomline.com

Brij - PlaydaySonja Hodgessonja.hodges@brij.net336.808.3509www.brij.net

BTRG Inc. - Booth #128John Boninjbonin@btrgroup.com877.287.4462 x7203www.btrgroup.com

Cashbook Limited - Booth #115Paul O'Callaghanpaul.ocallaghan@cashbook.com00355 61 338400www.cashbook.com

CD Group - Booth #202Don Landrumdlandrum@cdgroup.com210.260.3015www.cdgroup.com

CedarCrestone - Booth #113Duke LaGroueduke.lagroue@cedarcrestone.com678.942.3291www.cedarcrestone.com

Cetova - Booth #215Aruna Inalsinghani@cetova.com201.938.0200www.cetova.com

CherryRoad Technologies, Inc. - Booth #114Elaine Verroneeverrone@cherryroad.com973.541.4227www.cherryroad.com

Circular Edge - Booth #117Sachin Choudharisachinc@circularedge.com917.923.5096www.circularedge.com

Corning Data Services - Booth #241Heather Bryertonhbryerton@corningdata.com607.936.2934www.corningdata.com

CSS - Booth #112Nancy Lochmannancy_lochman@cssus.com800.814.7705www.cssus.com

DSI - Booth #129Mekaela Kramermekaela.kramer@dsionline.com913.696.4192www.dsionline.com

Elire - Booth #131Landon Hartvigsenlandon.hartvigsen@elire.com612.486.4220www.elire.com

Four Quadrant Technologies - Booth #247Dhairyshil Naikdhiru.naik@fourquadtech.com732.439.2423www.fourquadtech.com

Greenlight Technologies, Inc. - Booth #248Aparna Deshpandeaparna.deshpande@greenlightcorp.net908.782.5700 x112www.greenlightcorp.net

GSI - Booth #132David Telforddtelford@gsi-solutions.com877.474.4262 x704www.gsi-solutions.com

Hexaware Technologies - Booth #110Ashley Petersonashleyp@hexaware.com609.409.2328www.hexaware.com

HP - Booth #200Donna Newkirkdonna.newkirk@hp.com214.616.1902www.hp.com

34

Ques

t Nor

thea

st

| Ex

hib

itor

List

ing

IBM - Booth #222Steve Johnstonjohnstst@us.ibm.com609.436.2060www.ibm.com

Image Integration Systems - Booth #209Beth Beachbeth.beach@docusphere.com419.872.1930www.docusphere.com

Infocrossing, Inc - Booth #126Alison LambertonAlison.Lambertson@infocrossing.com402.963.8879www.infocrossing.com

Insightsoftware.com - Booth #210Russell Johnstonrussell.johnston@insightsoftware.com303.872.6950www.insightsoftware.com

iQ4bis - Booth #106Shannon GamboaShannon.Gamboa@iq4bis.com949.872.2788www.iq4bis.com

iXtend - Booth #243Darian Andersondanderson@ixtendinc.com720.897.8216www.ixtendinc.com

JGI - Booth #213Leslie O'Connellleslie.oconnell@jginfo.com201.291.5161www.jginfo.com

LBi Software - Booth #120Samantha Meinhardtsmeinhardt@lbisoftware.com516.921.1500www.lbisoftware.com

Magic Software - Booth #212Glenn Johnsonglenn_johnson@magicsoftware.com949.250.1718www.magicsoftware.com

MarketSphere - Booth #101Laura Swiatkiewiczlaura.swiatkiewicz@marketsphere.com312.357.4406www.marketsphere.com

Maverick Solutions - Booth #227Fred Von Canonfred@mavericksolutions.net919.844.2000 x2631www.mavericksolutions.net

Minardi Consulting Group - Booth #130Tania PodeiatPodeia@minardigroup.com973.227.1998www.minardigroup.com

Newbury Consulting Group - Booth #107Stephen Manchestersteve@manchester@newburyconsulting.com978.465.5103www.newburyconsulting.com

Open Text - Booth #133Todd Holbrooktholbroo@opentext.com949.784.8337www.opentext.com

Oracle - Booth #225Tony Rafterytony.raftery@oracle.comwww.oracle.com

Perceptive Software - Booth #119Diane CollinsDiane.Collins@perceptivesoftware.com913.667.3443www.perceptivesoftware.com

Preferred Strategies - Booth #103Terry Rebelotrebelo@preferredstrategies.com888.232.7337 x404www.preferredstrategies.com

Premier Consulting Group - Booth #229Marc Millermmiller@premierconsulting.com609.631.0050www.premierconsulting.com

Q Software Global Limited - Booth #118David Huntdavidh@qsoftware.com866 764 5819www.qsoftware.com

Quest International Users Group - Booth #99Joanne Brennanquest@questdirect.org1.800.225.0517www.questdirect.org

Quest Software - Booth #245Sobeida Cabrera917.472.4637sobeida.cabrera@quest.comwww.quest.com

RapidDecision - Booth #136Lisa Brewerlbrewer@andrewscg.com203.271.4604www.rapiddecision.net

RCM Technologies - Booth #104Barbara Dockrillbarbara.dockrill@rcmt.com973.588.8320www.rcmt.com/ehs

Remy Corporation - Booth #121Glen Merkleglen@remycorp.com303.573.7240www.remycorp.com

35

Ques

t Nor

thea

st

| Ex

hib

itor

List

ing

RF SMART - Booth #211Abbey Zacharabbey.zachar@icsfl.com904.399.8500www.rfsmart.com

Rimini Street - Booth #137Meyleen Beichlermbeichler@riministreet.com925.484.9245www.riministreet.com

Spinnaker Support - Booth #135Staci McKeesmckee@spinnakermgmt.com720.457.5440www.spinnakermgmt.com

Syntax - Booth #116Christine Ballcball@syntax.net905.709.4466 ext. 427www.syntax.net

SYSTIME - Booth #244Sibel Ugursugur@systime.net415.369.9900www.systime.net

The Hackett Group - Booth #226Lynn Morrowlmorrow@thehackettgroup.com610.274.0686www.thehackettgroup.com

Varsity Logistics - Booth #246Vincent Taravellavtaravella@varsitynet.com650.392.7979www.varsitylogistics.com

Vision Solutions - Booth #100Chris "CT" Thomasct@visionsolutions.com630.282.8286www.visionsolutions.com

West Lake Consulting - Booth #208Robyn Batesr_bates@westlakeinc.com603.585.3088www.westlakeinc.com

WorkStrategy - Booth #242Amber Drenneramber.drenner@workstrategy.com410.715.1020www.workstrategy.com

WTS - Booth #220Ward Quarleswquarles@wts.com206.436.3300www.wts.com

Zanett - Booth #111Kelly HewittKelly.Hewitt@zanett.com866.611.3282www.zanett.com

36