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Kastech Software Solutions GroupOracle JD Edwards EnterpriseOne Help Desk Remote Support for
Application, Technical & CNC
Kastech – An Overview
Kastech is a Oracle Gold Partner & a global consulting and solutions company offering services inImplementation, Migration and Upgrade, Customization, Support and Maintenance to the Oracle JDEdwards EnterpriseOne & Enterprise World Customers and Oracle E-Business Suite (EBS)
Global presence with offices in US – serving the Americas, Middle East – serving the Middle East andEurope, and Hyderabad, India supporting Asia
Provide End-to-End solution to our customers
Kastech leverages
Competency centers across the globe
Partner Network
Products and Industry Specific Solutions
Comprehensive service offering for the full suite of OracleJD Edwards EnterpriseOne & Oracle EBS modules
Full cycle ImplementationsEnhancementsPost Implementation supportIntegrationVersion upgrades
Team includes Functional & Technical Consultants, withdomain expertise across a wide range of industry verticals
Experience team with hands-on experience performingimplementations, upgrades and support andmaintenance services
Robust delivery approach that is informed by almost adecade of successful projects
Proven track record of delivery leveraging Onsite,Offshore and Blended service models
Kastech – Oracle Practice Overview
Kastech – Off Shore Support
Business Issue
The client needed support staff to maintain their JD Edwards instances up & running without hampering thebusiness.The client is using JD Edwards EnterpriseOne
Bringing Superior JD Edwards Application Support Within Reach
Streamlining application support delivery, building and retaining a dedicated and knowledgeable support teamEstablishing industry best practicesA reliable application support partnerOur certified Oracle solution experts are capable of delivering end-to-end support for your JD Edwardsapplications
Why your JD Edwards applications need a Off – Shore support model
Achieve significant cost savings through a Off – Shore support modelKeep the cost under control for staff re-training in the area of EnterpriseOne Applications and TechnologyManage multiple time-zones or installations without the added multiplying factorsAddress the challenge of scarcity of adequately skilled manpowerAllows you to focus on core business areas
Approach
Kastech uses a phased approach beginning with knowledge transfer. Our team works closely with clientSMEs to analyze, document and understand the business & technical aspects of their JDE environment.
In the transition phase, responsibilities changes hands in two steps. The first step, Kastech team learns fromthe client resources by “shadowing” them during the production support activities. In the second stepKastech team provides primary support while client resources “reverse-shadowed” , providing support onlywhen needed.
During the “steady state” phase Kastech provides development support & testing for break fix &enhancements.
Benefits/Results
Valuable resources become available for Kastech initiatives to the goals of the client’s business.
Cost controls with an off-shore model.
Client would get business & technical documentation through Kastech’s meticulous, repeatable knowledgetransfer & transition methodology.
Kastech – Approach
The five-staged transition approach
The five stages of the transition are depicted in Figure below.
Transition preparation: in this stage the transition project will be prepared and planned.
Knowledge acquisition and knowledge transfer: in this stage the Kastech team comes over to the onshore
location and a group of technical experts collect the knowledge that is in scope for the offshore team.
Shadow Support: in this stage the Kastech team starts with shadow support on the onshore location, to ensure
and prove that the knowledge is gained.
Assisted Perform: Kastech team starts to take over the activities of the onshore employees back in the offshore
location.
Primary Support: Kastech is completely responsible for the activities in scope of the offshore. The first three
months are the stabilization stage.
Getting the most from your JDE Support
• Oracle wants to move all JD Edwards customers to EnterpriseOne 9.2, but upgrades are expensive and disruptive to your business. Many are still on the popular and stable E1-Xe, 8.x-9.x
• Strategic Systems provides third-party support for your JD Edwards system, enabling you to save on your total maintenance costs while avoiding expensive forced upgrades
• “Get to the 9’s” road map of Oracle could mean for you: • Expensive annual support fees• Modest feature enhancements on a mature product • Forced upgrades • Business interruption from disruptive updates• Discontinued products• End-of-life product announcements• No support for your customizations
• JD Edwards E1 9.0 and 9.0.2 are already in Extended Support. If you are a JD Edwards customer on one of these mature releases, your options are: • Pay for Extended Support• Upgrade — but upgrading may not deliver the business value to justify the cost. • Move to independent support where you will have more time (and more money) to weigh all of your
options carefully.Continues….
Getting the most from your JDE Support … Continued
Independent support from Strategic Systems replaces your annual support program from the software vendor.
• Strategic Systems provides all your needed bug fixes so you can continue to cost-effectively run your JD Edwards applications for the next decade or longer with no required upgrades.
• JD Edwards customers choose independent support from third party for: ―• Substantial cost savings • Get guaranteed ultra responsive support and premium features such as support for customizations,
interoperability and performance tuning — all at no additional cost. • Greater strategic flexibility — Strategic Systems can help you avoid costly upgrades; extend the life of your
current, stable JD Edwards release; and reduce risk as you position yourself for the next proven technology platform.
• Scenarios without Oracle Support• No ESUs or ASUs will come from Oracle
• Bugs Fixes & Development• Custom Application & Development Methodology explained below in Slides 9, 10 & 11• Other option is find a Work around solution without customizations
• Extend the longevity of your established JD Edwards application and don’t do an upgrade that has limited business value.
Bug Resolution Methodology
JDE Development Life Cycle Overview
JDE Enterprise One is setup with multiple environments, with some of them being:
PS – PristineDV – DevelopmentPY – PrototypePD – Production
This setup enables the use of a developmental life cycle to control what objects are released into production. Therefore, the objects in production are usually different when compared to the others.
This is usually because a customized business process requires a change. Then, the standard objects (APPL, UBE etc.,) are then retrofitted to meet the business needs.
Furthermore, custom reports and applications are also developed based on standard reports provided by Oracle. In both cases, when you need to identify what changes have occurred, Event Rules Compare is a handy tool that can be used to note the differences between the objects.
Continues…….
JDE Development Life Cycle Overview … Continued
Key Activities
Planning
Key Deliverables
Transition Steady StateContinuous Improvement
Validation of our Proposed Engagement Plan.
Review existing SLA’s
Knowledge Acquisition
Parallel Perform
Steady State Transaction
Call Based Support
Resource Consolidation
Knowledge transition
Productivity Improvements
Instance & Infrastructure Consolidation
Process Consolidation
Identify all in-scope projects
SOW
Application Specific Transition Plan
System Maintenance & Technical Document (SMTD)
Execution Process Document (EPD)
Finalize new SLA’s
Weekly –Metrics Reports
Steady State MIS, Status Reports
Tested Code/ Application
Project Status Reports
Continuous Improvement Plan
Quarterly Review Process
Application Support Framework at various stages
Steady State
Inputs
Activities
Output
Planning Transition Steady State Continuous Improvement
• Execution Process Document
• System Maintenance Technical Document
• SLA Ownership by Kastech
• Support Metrics
• Knowledge Repository
Customer
• Assign service request to Kastech
• Overall prioritization of work between Client retained team and Kastech
• Review and accept requests serviced by Kastech
Kastech
• Provide support
• Assist in prioritization of overall baseline work
• Prioritization of service requests for work allocated to Kastech
• Weekly status updates
• Period-end metric reports
• Identify areas for continuous improvement
Services – On-going
JDE Application Support Functional Support Debug applications
Technical Development JDE System Support
CNC Support System Monitoring
Scope
Data Validity & Uploads Support to other integrated systems
but the same would be coordinated with WI for response
Out of Scope
Extended Business Hours BusinessHours
On Call Support(For Critical Issues)
Every day health check monitoring for 1 hour. This has to be completed before EST business hours start. 8.00 am to 9.00 am EST
Per week on an average support of 40 hours, this support is required during EST hours. 3.30 am to 1.30 pm EST for Incidence and service request.
Change request: As & when required basis like New Deployment in the System
Type of Support
Out Side Business
Hours
The Client
Helpdesk
Reports Bugs
The Client
Change Request
Co-ordinate and Resolve
JDE Issues escalated to Support Team
• Root Cause Analysis• Issue Resolution• Maintain Known Error Database• Build Knowledge Repository
Kastech Support Team
Dedicated Resource Pool
Kastech - Offshore
Application Owner
Business Users
Business Days – 3.:30 AM to 1:30 PM EST
Saturdays – On Call / Home Support
Sundays – No Support
Proposed Delivery Model
Oracle JD Edwards EnterpriseOne 9.0 delivers
• Enhancements that address global market dynamics, regulatory reporting requirements, intricate transactionaland contractual arrangements, and the technical changes you face everyday
• JD Edwards EnterpriseOne 9.0 has enhancements for financial management, supply chain management• Additional features help manufacturers wrestling with configured-to-order products, food and beverage
producers looking for an operational edge in their globally competitive markets• There is both an Applications and Tools release for 9.2, and you don’t need to apply both. You can upgrade the
applications and tools independently.• Oracle Extended Support for 9.0.2 ends in November 2018• Oracle continues to provide strong support for JD Edwards product suite through product enhancements and
new release announcements. However, Oracle would like customers to migrate to the newer supported releasesand discontinue supporting older releases which many customers continue to use.
9.0 Sep 2008 Sep 2013 Sep 2014 Sep 2016
9.0.2 Nov 2010 Nov 2015 Nov 2016 Nov 2018
9.1 Mar 2012 Mar 2017 Mar 2018 Mar 2020
Release GA DateUpdates, Fixes, Security Alerts,
and Upgrade Scripts
Tax, Legal and
Regulatory
Extended Support
Ends
A note on Oracle JD Edwards 9.0.2
Roles & ResponsibilitiesProject Manager
• Team Management
• Co-ordination with related Personnel (Internal / External)
• Escalations to PH (Practice Head)
• Status Reporting (Monthly)
• In absence of Project Manager, Practice Head will take care of the PM’s
responsibilities
• Ensure Helpdesk Procedures / Processes are followed within the Team
• Maintain Service Levels
• Issue Analysis & Issue Trend Analysis to reduce Calls / Issues
• Training for the Team
• Knowledge Retention, Sharing
• Process Improvements
• Document updating
Functional expert would be responsible for the following activities:
• Analyze the issues requirement
• Provide a solution to the request
• Implement the solutions on approval
• Functional Support to users
• Functional design
• Coordination with Technical developer for development if required
• Issue Resolution
• Testing
• Training
Technical Support • Maintenance of existing interactive and batch applications
• Bug Fixing
• Enhancements
• Development of new applications
• Interactive
• Batch
• Report writing
• Analysis of existing modifications and customization
• Technical documentation
• Performance upgrade and tuning.
CNC expert would be related to the following
• Deployment & Enterprise Server
• Web Server
• Database Server
• Service Packs & Updates
• OCM mappings (Object Configuration Manager)
• EnterpriseOne Data Sources
• Path Code & Environment
• Batch Process
• Package Assembly & Building
• Object Management Workbench
• Security Workbench
• Evaluating Performance Issues
Practice Head (Oracle JD Edwards Practice)
An assertive senior level executive with outstanding interpersonal, communications, negotiation, conflictmanagement and people management skills.
Practice Head has over 29 years of industry experience. Responsible for growing JD Edwards Practice. He is a keyadvisory in the JD Edwards practice for the Delivery, Pre-Sales, GTM, Strategizing Solution definitions, Competencydevelopment and Delivery Execution. He has managed multi location / multi country projects including India, UAE,South Africa, Europe & Americas over a long tenure of 20 years in JD Edwards space.
IT related experience – 20 years
• 14 cross-country JD Edwards implementations in capacity of Practice Head in areas of Supply ChainManagement, Logistics & Distribution, Manufacturing & Finance. All the projects required people managementand leadership skills apart from extensive knowledge on solutions.
• 12 cross-country JD Edwards upgrades/Managed Services projects in capacity of Practice Head Supply ChainManagement, Logistics & Distribution, Manufacturing & Finance. All the projects required Project Management &People Management and leadership skills, apart from extensive knowledge on solutions.
Specialties: Certified JD Edwards Sales Champion, Program Management, Project Management, SolutionConsulting, General Management, Change Management, JD Edwards EnterpriseOne
Resource Profiles – Practice Head
JD Edwards Finance Functional ConsultantThe resource has extensive JD Edwards experience in functional implementations in the area of Finance (GeneralLedger, Accounts Payable and Receivable, Fixed Assets, Project and Expense), Distribution (Procurement Sales Orderand Inventory Management) and Manufacturing Accounting.
The resource has worked on the following projects:
JD Edwards upgrade to 9.1 – Integration with New Implementation Implementation for the Financial suite (GL-AP-FA) with multiple legacy systems to integration JDE suites (Finance, Distribution and Manufacturing) Proper Implementation & Expertise in following modules:
Financial (General Ledger, Accounts Receivable and Payable). Enterprise Asset Management (Fixed Asset, Plant and Equipment Management) Distribution (Inventory and Procurement) Project Management (Job Cost, Contract and Change management)
Expertise includes: Strategy, evaluation & analysis Application demo, support & implementation Feasibility, optimization and integration Training development & delivery Process improvement
Resource Profile – Finance Functional Lead
JD Edwards Finance Functional ConsultantThe resource has accumulated close to 15 years of experience in training and in systems integration of the Oracle JDEdwards EnterpriseOne Financial Module solution. The resource has hands-on in the areas of: financial support, rolesecurity definition and attributions, financial reporting, business process reengineering, etcThe resource has about twelve years of functional experience in accounting and finance related fields as well asfinancial reports development, obtained in an international manufacturing environment.
The resource has worked on the following projects:• JD Edwards upgrade to 9.1• JD Edwards upgrade to 9.0• JD Edwards upgrade to 9.0, preparation• JD Edwards 8.11 SP1 Reintegration• JD Edwards 8.11 SP 1 Integration & support• JD Edwards 8.10 integration• Process reengineering – As a Finance Consultant• JD Edwards 8.9 Integration• Quality assurance for a partner lead integration• Sales Cycle integration
Resource Profile – Finance Functional Consultant
JD Edwards Manufacturing, Sales and Supply ChainThe resource has accumulated more than 20 years of experience in implementing and integrating enterprise systems, multi-plant requirements planning (MRP) and master scheduling processes (MPS), significantly reduced excess inventories and improved operational efficiency.The resource has Extensive breadth and depth of functional knowledge across many JD Edwards modules – with particular specialization in manufacturing, sales, procurement, materials management and current supply-chain operations and change management.
The resource has worked on the following projects:• EnterpriseOne - Global implementation, As a Project Manager & Manufacturing Consultant• EnterpriseOne - Nationwide implementation - Sales, Procurement consultant, and special advisor on
manufacturing integration• Establish production planning disciplines and implement JDE manufacturing modules • ERP selection and implementation – As a Project Manager & Lead Consultant
Follows methodology guided by the following principles:• Business driven objective setting• Results-based progress assessments• Action-biased and process-centric approach• Value Oriented decision makings
Resource Profile – Manufacturing & Supply Chain Functional Lead
JD Edwards Distribution ConsultantThe resource has accumulated close to 20 years of functional experience with 10 years internationally in Enterprise One Environments (Releases 8.9 to 9.1). Being recognized as International Senior Consultant for Quality Management, Inventory Management, Cycle Counting, Sales Order Entry, Product Data Management, Shop Floor Control and MPS/MRP/DRP and CRP, Manufacturing Costing/Accounting and ECRs/ECOs modules.
Resource has successfully accomplished • 3 live World Software, 3 live Enterprise One full life cycle implementations on Distribution modules including Sales
Order Management, Purchasing, and Inventory Management.• 3 live One World and 4 live Enterprise One (2 on version 9.1) full life cycle implementations on planning modules.
(PDM, MPS, MRP, CRP, & DRP) including PDM, SFC, Manufacturing Costing/Accounting and ECRs/ECOs.
The resource has worked on the following projects:• JD Edwards Enterprise One 9.1 - Roll out for implementation.• JD Edwards Enterprise One v 9.1 - Implementation of Planning, Manufacturing• Upgrade from One World XE to E1 9.1 of PDM, SFC, Mfg. Costing & Accounting, ECO, Planning modules (MPS, MRP,
DRP, CRP)• Re-Implementation of for Sales Orders, Transfer Orders, Purchasing, Inventory, modules• Analysis of current Planning Model
Resource Profile – Distribution Functional Consultant
JD Edwards Technical Solution ArchitectMaster of JD Edwards EnterpriseOne Toolset:Interactive Applications (FDA)
• Basic Forms• Power Forms• Related Objects (Tables, Business Views, Data Structures, Processing Options)
Enterprise Report Writer (RDA)• Reports/UBEs• Versions• Table Conversions• Related Objects (Tables, Business Views, Data Structures, Processing Options)
BI PublisherBusiness Functions/NERsData Dictionary
• Data Items• UDCs
User Defined Objects• E1 Pages• CaféOne• OneView Reports• Watch Lists• Queries• Grids
Resource Profile – Technical Solution Architect
JD Edwards Technical Solution Architect• Strong understanding of Object Management Workbench (OMW)• Strong understanding of the EnterpriseOne data structure (database tables).• Excellent technical problem solving and debugging skills.• Experience with development management and object promotions.• Experience with system architecture and design.• Experience with development methodologies and standards.• Experience with designing, developing and testing EnterpriseOne objects.• Experience with project and/or task level management.• Experienced team leader/builder that can manage multiple resources within budgeted constraints and timelines.• Excellent communication skills that can work at the project leadership and/or executive level.• High level understanding on how to apply advanced technologies.• High level understanding of multiple JDE modules.• Exposure to multiple industries.
• Act as overall solution architect for JD Edwards ERP projects, integrating solution, technical delivery. Provides functional support and input on the application of technology to a defined business processes. Responsible for providing a detailed technical design for enterprise solutions. Provides planning and design support for the development of solution architectures that will be implemented in a multiple system environment. Lead the solution design and architecture.
• Has sufficient depth and breadth of technical knowledge to be individually responsible for the design and scope of deliverables within a field of expertise. Possesses advanced level of business, technical, or functional knowledge. From the requirements, able to develop a high-level design or plan, and then estimate the amount of effort required to deliver.
Resource Profile – Technical Solution Architect….Continued
Areas of Specialization:
Install, develop, manage and implement JD Edwards ERP system Manage product upgrades of JD Edwards EnterpriseOne Install and manage JD Edwards Web Server on IBM WebSphere 6.1 / 7.0, Oracle WebLogic Plan & Maintain software updates on JD Edwards for entire organization JD Edwards CNC Administration & Troubleshooting Database Administration – MS SQL / Oracle / DB2 on AS/400 & Windows, Linux, UNIX AS400 Administration JD Edwards Change Management Planning Disaster Recovery for JD Edwards system.
Overview: Over 15 years of Information Services and Information Technology experience More than 12 years of experience in JD Edwards ERP. More than 12 years of CNC and technical experience in JD Edwards’ OneWorld B7331, Xe, ERP 8.0, EnterpriseOne 8.9, 8.10,
8.11 SP1, 8.12, 9.0 Successfully completed installations of JD Edwards and upgrades from JD Edwards OneWorld Xe to EnterpriseOne 8.9 &
EnterpriseOne 8.11 SP1 & EnterpriseOne 9.0 across all supported platforms.
Technical Skills: Hardware: Compaq / IBM / Dell Cluster Server / iSeries 550,270,520, 720, 740 Operating Systems : Windows 2008 Servers / Oracle Linux / UNIX / V5R3 / V5R4 / V6R1 Database: MS SQL 2000 & 2005, 2008 Oracle 9i, 10g, 11g& MS Access, DB2 UDB Software : JD Edwards EnterpriseOne Xe, ERP 8.0, 8.9, 8.10, 8.11 SP1, 9.0, 9.1, 9.2 ArcServe 2000 Advance Edition, SQL Backup Agent, Disaster Recovery Citrix Metaframe XP IBM WebSphere 4.0 / 5.0.2 / 6.0.2 / 6.1 / 7.0, Oracle WebLogic Languages : JD Edwards Design Tools
Resource Profile – CNC Lead Consultant
Program governance and approach
Rate Card
Sr. No. Resource Type Location Rate per Hour in USD $
1 Project Manager Techno Functional On Site $ 140.00
2 Project Manager Techno Functional Off Shore $ 58.59
3 Lead Technical Architect Off Shore $ 56.59
4 Lead CNC Architect Off Shore $ 56.59
5 Sr. Manufacturing Functional Off Shore $ 43.28
6 Sr. Distribution Functional Off Shore $ 43.28
7 Sr. Finance Functional Off Shore $ 43.28
8 Manufacturing Functional Off Shore $ 39.95
9 Distribution Functional Off Shore $ 39.95
10 Finance Functional Off Shore $ 39.95
11 Technical Consultant Off Shore $ 34.96
12 CNC Off Shore $ 34.96
* The pricing model can be modified for either T&M or Bucketed hours of support based on Client’s needs
Kastech along with its partner (Strategic Systems) is currently managing complete SDLC, offshore for Worthington Industries in the US in the following areas:
Current Projects
• JD Edwards Managed Support • JD Edwards Development • Middleware / SOA Development • Oracle Business Intelligence Analysis • ETL and Data Warehousing • Oracle Database Administration • Middleware Administrative Support • EDI Development, Analysis and Support • Oracle Applications Testing • Production Support • Oracle Applications Development
OUR CLIENTS
THANK YOU