Upload
jennifer-formby
View
221
Download
4
Tags:
Embed Size (px)
Citation preview
JD Edwards Customer Upgrade Showcase
Eric Maikranz, OracleRob Krauter, MDC HoldingsBeth Zuke, AmwayMatt Patee, ABM IndustriesSeptember 30, 2014
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Safe Harbor StatementThe following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Program Agenda
Introduction, Eric Maikranz, Oracle
Upgrade Experience, Rob Krauter, MDC Holdings
Upgrade Experience, Beth Zuke, Amway
Upgrade Experience, Matt Patee, ABM Industries
Q & A
1
2
3
4
5
MDC Holdings, Inc.
MDC Holdings, Inc.
9.1.3.4 Tools Upgrade
MDC Holdings, Inc.
ColoradoDenver Colorado Springs
FloridaJacksonvilleOrlando South Florida
MarylandNevadaNorthern California
Southern California
PhoenixTucsonUtahVirginiaMaryland
PennsylvaniaNew JerseyDelaware
Washington
15 Divisions in 14 States
• Richmond American Homes• HomeAmerican Mortgage Corporation• American Home Insurance Agency • American Home Title and Escrow Company
MDC Holdings, Inc.Modules Used
• Finance– AP, AR, GL, FA
• Homebuilder– Procurement \ Subcontracts– Inventory Management– Contract\Service Billing– Job Cost– Customized Order Management \ Sales– Homecare
• Work Orders• Service \ Case Management
• 950 users total– About 200 simultaneous
MDC Holdings, Inc.Technology
• Completed Nationwide Rollout of E1 9.0 (8/1/13)• Extensive use of Embedded BI Publisher• SOA \ BSSV Interfaces for:
– Construction Management– HR\PR– Loan Origination– CRM– Website
• From 8.98.4.2 to 9.1.3.4
MDC Holdings, Inc.Why Upgrade?
• Better User Experience• E1 Pages• Breadcrumb Trail• Carousel• Work with Jobs \ Recent Reports Improvements• Better Management of Favorites• Advanced Queries
• Supportability• Performance
• Chrome Browser• Better support for Mobility
• iPad App• Mobility Apps
MDC Holdings, Inc.Project Plan
• Sandbox (11/13)– Developed UPK training materials for navigation and net change.– Reworked all UPK content in 9.1 tools environment for look and feel changes.
• Moved to Development 1/30/14 – Development Freeze put in place until Production– Developed E1 Pages– Developed Change Management Process for E1 Pages– Tested E1 Pages– Applied Pre-Req ESU's to PY on 2/27/14 and Completed DV Special instructions - Caused Issues
• Moved completely to PY on 3/13/14– Trained help desk on common issues expected (ActiveX controls, E1 Pages, Navigation)– Resolved issues caused by pre-req ESU's - see below.
• Targeted Go live on 3/10/14 in PD - Actual Go Live was 3/20/14 due to Month End Close
MDC Holdings, Inc.E1 Pages
• Created over 40 pages • Tested pages in Sandbox, DV and PY before going to PD.• Created new change management process for E1 Pages
– Everything is on a menu….not everything is on a page.– Use of Visio diagram to provide layouts
• Collapsible Menus• Elected to use Task ID instead of Program ID to simplify• Did not use process flow layout because of many roles
– Delegation of .dat file maintenance vs promotion and changes. Storing the latest file in SVN (Change management system)
MDC Holdings, Inc.Lessons Learned
• Need to review MTR’s that impact SOA and BSSV sooner.– 2 Weeks unplanned for retrofitting.
• More extensive testing of Pre-req ESU's– When applied to DV, impact to Production occurred due to existence of new tables.– Difference in Security Behavior caused kernels to drop off line and crashing batch
server.– DD merges overwrote Prod DD custom headings and added records to F9202.
• Better testing of security.– E1 Pages didn’t work without role hierarchy enabled
• More extensive Media Object Testing.– Found individual applications that no longer functioned properly with the
Attachments tab when disabling ActiveX Controls for Chrome Support.
JD Edwards EnterpriseOneUpgrade from 8.12 to 9.1
We Are Amway!• Founded by Rich DeVos and Jay VanAndel in 1959
• Privately held and family owned
• World Headquarters in Ada, MI
• Amway is the #1 Direct Seller in the World
• Over 50+ affiliate markets operating in over 100 countries and territories
• Annual sales of more than $11.9 Billion
• Ranked #28 on the Forbes Magazine 2013 list of “America’s Largest Private Companies”
• 21,000 employees Globally
Our family of brandsWe develop, manufacture and distribute high-quality nutrition, beauty and home care products.
Global Citizenship that’s Purposeful
10th Anniversary10 million children
2.7 million volunteer hours
$190 million dollars
Little BitsAfan Forest Project SunshineKaboom!
About Amway IT
JD Edwards EnterpriseOne Footprint• Amway owns the full suite of JD Edwards modules
• Two separate instances: Corporate:
Supply Chain and Corporate Financials US, Europe, Canada, Costa Rica, Russia, Korea & India Corporate instance is divided into two environments to support India
China & Vietnam Supply Chain
• Over 300 integrations to over 50 instances of 35 applications
• Amway owns E-Business Suite (affiliate markets), OBIEE, SOA Suite, Hyperion, UPK, Golden Gate and more
Upgrade Project Timeline
• Assessment (12/1/2012 – 1/31/2013)• Evaluation and funding (2/1/2013 – 3/26/2013)• Project execution (3/27/2013 – 10/18/2013)
Planning Build 9.1 Dev Finalize requirements Retrofit customizations and integrations
• Testing (10/21/2013 – 1/31/2014)• SIT (system integrated testing)• UAT (user acceptance testing)
• Cutover preparation and Go Live (2/3/2014 – 2/23/2014)
Dec2012
Feb2014
Jan2013
Feb2013
Mar2013
April2013
May2013
June2013
July2013
Aug2013
Sept2013
Oct2013
Nov2013
Dec2013
Jan2014
Mar2014
Assessment
Evaluation and Funding
Planning
Final Requirements
Build 9.1 Dev
Retrofit Customizations and Integrations
UATPrep
Go Live
SIT Testing
Upgrade Best Practices
• Conducted an Upgrade Assessment prior to the project
• Eliminated customizations with core code where possible
• Amway archives annually, archived immediately prior to upgrade
• Unicode conversion 2 TB of data Upgraded Oracle database Created innovative solution using Golden Gate that reduced cutover time from 48 - 72
hours down to 14 hours (standard)
• Migrated from WebSphere to WebLogic
• Utilized UPK for training
• Took holidays, vacations, etc. into consideration during scheduling = happy team
Benefits and Results
• Amway now on JD Edwards 9.1, Tools 9.1.3 – Tech Plus upgrade JDE is the central application supporting Amway’s global supply chain Do no harm while keeping application current
• Eliminated approximately 20% of customizations
• Improved JDE performance – new hardware and Unicode DB JDE is built to run on Unicode
• One View Reporting (OVR) – operational reporting
• E1 pages deployed CNC staff pages Casual user’s home page – Expense Reporting and Requisitions
• Improved disaster recovery processes
• Delivered on time and under budget
JDE 9.1 Upgrade
September, 2014
Matt Patee
IT PMO Director
Contents
• Company Background• JDE Footprint• Project Overview / Timeline• Best Practices• Benefits & Results
22
ABM IndustriesABM is one of the largest facility management services providers in the U.S. and in over 20 international locations. We offer state-of-the-art, dependable building maintenance services cost effectively. Our substantial base of long-term clients demonstrates the importance that we place on building enduring relationships.
23
ABM offers:• Clinical Engineering• Electrical & Lighting• Electrical Testing• Energy Solutions• EV Charging Stations• Facilities Engineering• Home Energy Solutions• HVAC & Mechanical• Integrated Facility Solutions• Janitorial Services• Landscape & Turf• Security• Threat Reduction Services
JDE Footprint
24
12 JDE Modules
Integrated Systems
Custom Objects
17
2500
3300 JDE System Users
By
The
Num
bers
Payroll Module:
• 111,000 Employees• 3.5M Pay Advices
Project Overview / Timeline
25
Aug 2013
Oct 2013
Mar 2014
May 2014
Jun 2014
Jul 2014
Project Plan Complete Development Complete Promotion to ProductionCharter Approved
Warranty Period EndRequirements AlignedProject Kickoff UAT Complete
• Hardware Upgrade• Upgrade EnterpriseOne 8.12 to 9.1 with tools 9.1.3• Upgrade UPK and custom training content to latest release level for 9.1• Development
o Retire custom modifications where applicableo Retrofit custom objectso Evaluate and update all relevant interfaces with JDEo New employee life-cycle process
Best Practices – Governance Model
26
Best Practices – Robust Testing
27
CRP
1 Scope - Firm• JDE only• No integration CR
P 2 Scope - Firm
• Full end-to-end• Full integration CR
P 3 Scope – Flexible
• Could be full end-to-end or targeted and will depend on output from CRP 1 & 2
2/17 2/24 3/3 3/10 3/17 3/24 3/31 4/7 4/14 4/21 4/28
On site Testing On site Testing On site TestingFix, repair, retest Fix, repair, retest Fix, repair, retest
Testing Approach:• Unit / Integrated Testing • Mock Conversions• Conference Room Pilots• Post-Promotion Testing
CRP2, By The Numbers:• 143 Testers• 4 Regional Test Hubs• ~3500 Test Cases
Best Practices – Resources
28
The key was to find the “sweet spot” between the use of internal and strong external partners
ABM
ITCo
ntra
ctor
• Significantly lower cost• Less time to ramp-up / ramp-down resources• Improved retention of domain knowledge
• Allows us to take on more projects in parallel• Leverages expertise / experience with 8.12 to 9.1• Enables us to scale resources up and down throughout the
project
• Limits our ability to take on other projects in parallel• With significant resources dedicated to maintenance and
support, we have limited bandwidth to support the upgrade
• Significantly higher cost• Longer-term engagement to address ongoing support• Less “skin in the game”
Pros ConsOptions
Our success was a direct result of:• ABM’s highly-skilled ERP professionals• Strong partnership with CSS• Dedication of our business leaders and users
Results
29
Project Success: Completed scope On time Within budget Zero unplanned downtime No significant defects found post go-live No compromise to data / functionality
Long-Term Success: New and improved partnerships Leveraging best-practices for future initiatives
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
The Right Tool for the TaskStrengthen Your JD Edwards EnterpriseOne Arsenal
“The Right Tool for the Task”
Doc ID 1918339.1 will help you find out!
@OracleJDEdwards JD Edwards Professionals
TheOracleJDEdwards
My Oracle SupportCommunities
JD EdwardsAttitude@Altitude
Stay Connected with JDE
JD Edwards Newsletters EnterpriseOne World
LearnJDE.com
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |