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4 steps to a successful JD Edwards upgrade
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4 steps to a successful JD Edwards upgrade


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Trying to determine whether you need to upgrade your JD Edwards ERP? Where and how do you start your JDE upgrade? Concerned about risks and the approach to take? What new functionality can you adopt …

Trying to determine whether you need to upgrade your JD Edwards ERP? Where and how do you start your JDE upgrade? Concerned about risks and the approach to take? What new functionality can you adopt to make your business better? This presentation shows how enterprises can plan adequately and follow a tried, tested, refined and structured approach to upgrading their applications, using the Upgrade Assessment Pack.

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  • 1. 4 Steps to a Successful JD Edwards Upgrade
  • 2. Considering an upgrade? The questions are many!
    • How do I convince my CFO to go in for an upgrade?
    • 3. How will the upgrade impact business?
    • 4. How can I deliver on-time and within budget?
    • 5. What benefit do I get if I go in for a version upgrade? Give me a cost and benefit analysis.
    IT Manager
    • Ours is a highly customized environment. Can we upgrade without losing functionality?
    • 6. How do I ensure that knowledge is transitioned effectively?
    • 7. Our systems are killing our competitiveness! We need these new features/modules.
    • 8. Will the new version address our issues?
  • Upgrading JD Edwards! Different paths are available!
    Technical upgrade with enhancements
    [Technical upgrade with new features]
    Re-implementation of new JD Edwards (JDE) version with opening balances
    [Re-implementation is done with new features]
    Technical upgrade without enhancements
    [“AS-IS” upgrade, with no new features]
    Re-implementation of new JDE version with limited history for planning & financial system
    [Re-implementation of new features. Identify critical history and include them in new system]
    UAP will help you decide your next
    of action
  • 9. The merits of different JD Edwards upgrade paths
  • 10. The merits of different JD Edwards upgrade paths (cont…)
  • 11. Which JD Edwards upgrade path do you embark on?
    Upgrade Assessment Pack (UAP)provides you a structured way to determine the option that is right for you
  • 12. How does the Upgrade Assessment Pack help?
  • 13. 4 steps to a successful JD Edwards upgrade
    Business Value:
    Determine business drivers and future IT roadmap
    Determine investment strategy and future plans
    Business Process:
    Which business processes deliver business value?
    How do you decide on new features and modules to be adopted?
    Technology Architecture
    What technology architecture is required to achieve business value?
    What hardware options work best?
    How much effort will be required to make the technical changes needed?
    Are 3rd party solutions required to address your global needs?
    Technical/Integration Track
  • 14. The deliverables from an Upgrade Assessment
    Cost benefit analysis for an upgrade
    Architectural components / CNC analysis
    High level functional recommendations
    Identify net changes applicable
    Obsolescence analysis
    Functional scope analysis
    High level retrofit analysis and estimates
    Pros & Cons of an upgrade
    Upgrade approach and strategy
    Revise upgrade timeline and estimates
    Base project plan
  • 15. Decision time
    Upgrade Assessment provides you a well-defined upgrade pathwith a clear understanding of the impact and risks and a project plan for the upgrade
  • 16. JD Edwards upgrade assessment – A case study
    About the
    A large manufacturer of oil and gas drilling and production equipment
    With over 700 worldwide centers, the firm supplies solutions to meet the quality, productivity, and environmental requirements of the energy industry.
    Integrate global business across all units within Downhole & Pumping solutions
    Visibility across the business - Internal (Supply Chain, Revenue, Costs etc.) and External (Customers, Suppliers)
    Reliability - IT Platform, timely and accurate data
    Scalability - Foundation for growth and support merger & acquisition
    The Upgrade Assessment followed an approach consisting of 4 tracks to determine the “go-forward” options and provide upgrade recommendations - Business Value track: Focus on key business drivers
    - Business Process track: Focus on business process, that delivers business value
    - Technology track: Focus on architecture required to achieve business value
    - Technical track: Determine technical efforts for global upgrade
    Developed a plan to support geographic expansion
    Identified the areas where custom solutions were required
    Identified opportunities for improving fulfillment efficiency and squeezing costs through out the Supply Chain
    Laid the foundation for a common platform across the divisions
    Enhanced synergy through better business unit integration
  • 17. Thank You