seamless jde upgrade with proven data integrity...

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Completing a JD Edwards upgrade from EnterpriseOne Xe to v9.0 with only four hours of business downtime is quite an accomplishment. Sinclair International had been using JD Edwards EnterpriseOne Xe for 10 years and had complex data stored across its various business functions, in various currencies and formats. After evaluating its options, Sinclair chose to use InsightUnlimited Upgrader, a real-time solution that is quick to install and can report over all versions of JDE. The company had been using InsightUnlimited Reporting for several years and had been happy with its performance and functionality, so InsightUnlimited Upgrader was the obvious choice for the upgrade project. The project management time allocated to the upgrade, and the carefully selected technologies, meant that the upgrade was completed on schedule and with minimal disruption to business operations. Proven Data Integrity Proving data had been successfully converted was one of Sinclair’s biggest upgrade concerns. Finding a reporting tool that easily switched between the two different versions of JDE, so it could be used pre, during and post upgrade, was a key part of the decision process. InsightUnlimited Upgrader was compatible with both JDE EnterpriseOne Xe and JDE v9.0 and its built-in data checking functionality meant that discrepancies could be detected, fixed or accounted for as and when they occurred. “It was really important that we chose a reporting tool that didn’t have a multi stage process or required intermediate processes. We needed a tool that had live and direct access to data in both EnterpriseOne Xe to v9.0 and could run comparison reports between the two sets of data”, said Adam Pryke, IS Manager, Sinclair International. By using the pre upgrade and post data conversion integrity reports created by InsightUnlimited Upgrader, Sinclair was able to prove to the auditors that the numbers in the new system matched the numbers in the old one which would have been impossible to do without a tool that could run the same report against different versions of JD Edwards. InsightSoftware.com 5613 DTC Parkway, Suite 570, Greenwood Village, CO 80111 • +1 303.872.6959 • [email protected] © Copyright Insightsoftware.com. All rights reserved. Success Snapshot: Sinclair International Seamless JDE Upgrade with Proven Data Integrity for Sinclair International The Challenge } Finding a tool that could easily switch between the two versions of JDE } Moving large amounts of data to a new system } Minimising disruption to operations } Matching data in JDE Xe to data in JDE v9.0 proving to auditors that there were no data discrepancies The Results } Simplified project processes and accelerated data transition } Minimal upgrade costs } 4 hours of upgrade downtime during business hours } Proven integrity of data with pre and post upgrade reports } Project completed on schedule and on budget Products JD Edwards EnterpriseOne Reporting InsightUnlimited™ Reconciler InsightUnlimited™

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Page 1: Seamless JDE Upgrade with Proven Data Integrity …files.gohubble.com/case-studies/Case_Study_-_Sinclair_Up...Completing a JD Edwards upgrade from EnterpriseOne Xe to v9.0 with only

Completing a JD Edwards upgrade from EnterpriseOne Xe to v9.0 with only four hours of business downtime is quite an accomplishment. Sinclair International had been using JD Edwards EnterpriseOne Xe for 10 years and had complex data stored across its various business functions, in various currencies and formats. After evaluating its options, Sinclair chose to use InsightUnlimited Upgrader, a real-time solution that is quick to install and can report over all versions of JDE.

The company had been using InsightUnlimited Reporting for several years and had been happy with its performance and functionality, so InsightUnlimited Upgrader was the obvious choice for the upgrade project. The project management time allocated to the upgrade, and the carefully selected technologies, meant that the upgrade was completed on schedule and with minimal disruption to business operations.

Proven Data IntegrityProving data had been successfully converted was one of Sinclair’s biggest upgrade concerns. Finding a reporting tool that easily switched between the two different versions of JDE, so it could be used pre, during and post upgrade, was a key part of the decision process. InsightUnlimited Upgrader was compatible with both JDE EnterpriseOne Xe and JDE v9.0 and its built-in data checking functionality meant that discrepancies could be detected, fixed or accounted for as and when they occurred.

“It was really important that we chose a reporting tool that didn’t have a multi stage process or required intermediate processes. We needed a tool that had live and direct access to data in both EnterpriseOne Xe to v9.0 and could run comparison reports between the two sets of data”, said Adam Pryke, IS Manager, Sinclair International.

By using the pre upgrade and post data conversion integrity reports created by InsightUnlimited Upgrader, Sinclair was able to prove to the auditors that the numbers in the new system matched the numbers in the old one which would have been impossible to do without a tool that could run the same report against different versions of JD Edwards.

InsightSoftware.com 5613 DTC Parkway, Suite 570, Greenwood Village, CO 80111 • +1 303.872.6959 • [email protected] © Copyright Insightsoftware.com. All rights reserved.

Success Snapshot: Sinclair International

Seamless JDE Upgrade with Proven Data Integrity for Sinclair International

The Challenge } Finding a tool that could easily

switch between the two versions of JDE

} Moving large amounts of data to a new system

} Minimising disruption to operations

} Matching data in JDE Xe to data in JDE v9.0 proving to auditors that there were no data discrepancies

The Results } Simplified project processes and

accelerated data transition } Minimal upgrade costs } 4 hours of upgrade downtime

during business hours } Proven integrity of data with pre

and post upgrade reports } Project completed on schedule

and on budget

ProductsJD EdwardsEnterpriseOne Reporting

InsightUnlimited™

ReconcilerInsightUnlimited™

Page 2: Seamless JDE Upgrade with Proven Data Integrity …files.gohubble.com/case-studies/Case_Study_-_Sinclair_Up...Completing a JD Edwards upgrade from EnterpriseOne Xe to v9.0 with only

Minimal Business ImpactAnother upgrade concern was downtime as users wouldn’t be able to access the system until after all data integrity checks were completed. Time allocated to the project was really limited but because of the out-of-the-box compatibility of InsightUnlimited Upgrader, data was automatically mapped, allowing for simplified upgrade processes and faster data transition.

The upgrade started on a Friday afternoon with the project team running pre upgrade reports, carrying out the upgrade and running post upgrade and variance reports to identify any data anomalies. With the assistance of InsightUnlimited Upgrader, the system was back up and ready to use on Monday morning with the company losing a total of 4 business hours.

“With InsightSoftware.com taking care of the data mapping in v9.0 it was easy to update the data sources and switch to the new version of JDE. This meant we could quickly run pre and post data conversion integrity reports. InsightSoftware.com helped us reduce system downtime during migration to only 4 hours in total”, continued Adam.

Tight Budget ControlInsightUnlimited Upgrader was an integral part of Sinclair’s seamless transition to JD Edwards v9.0 allowing the company to remove many of the complexities and costs normally associated with upgrade projects.

“InsightSoftware.com was a known entity for reporting so we were confident we could rely on InsightUnlimited Upgrader to keep the project to schedule and to budget. It was really important that we were able to build data integrity reports late in the day with no additional costs. It wasn’t until towards the end of the cycle we realised the value of having a tool that could run pre and post go live reports. It just something we hadn’t taken into account but fortunately we had InsightUnlimited Upgrader,” concluded Adam.

More information about InsightSoftware.com’s customer stories can be found at: www.insightsoftware.com/customers

“JD Edwards is very powerful, but the reporting was

more complicated than we expected.”

– Cathy Reece, Financial Controller Bibby Distribution

InsightSoftware.com is a Gold Partner in the JD Edwards Enterprise One, JD Edwards World and Oracle E-Business Suite applications-product focus areas. Insight is a registered trademark of InsightSoftware.com, Ltd. Oracle and JD Edwards are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

InsightSoftware.com was a known entity for reporting so we were confident we could rely on InsightUnlimited Upgrader to keep the project to schedule and to budget.

Adam Pryke IS Manager

Sinclair International

“InsightSoftware.com helped us reduce system downtime during

migration to only 4 hours in total.”

– Adam Pryke, IS Manager Sinclair International