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JD Edwards Upgrades

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Upgrade to JD Edwards EnterpriseOne to take advantage of better technology, features and ROI. However, an upgrade is not a one-solution-works-for-all decision. Enterprises need to create an upgrade strategy that maximizes the return on JD Edwards investments. SYSTIME has an upgrade assessment approach that provides you a comprehensive cost benefit analysis on different approaches to an upgrade.

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JD Edwards Upgrades

  1. 1. Upgrade to unleash the potential of JD Edwards EnterpriseOne<br />
  2. 2. Agenda<br />The Upgrade Journey<br />The Upgrade Experience <br />2<br />
  3. 3. The Upgrade Journey<br />
  4. 4. Determine the business and technical drivers for your organization<br />Clearly define “Why you are doing the upgrade”<br />Build your upgrade approach and strategy<br />Rollout / Phasing <br />Define performance metrics before starting the upgrade process<br />Identify the criteria for a successful upgrade<br />Inventory all current customizations to your system<br />FRICE <br />Gather documentation on current custom objects<br />Identify how you plan to handle the customizations<br />If possible prioritize their importance<br />Review new or net change functionality available in the current release that will enhance your business process or replace customizations<br />Identify your project team and their allocation to the project <br />Determine your internal capacity and need for external support <br />4<br />Preparing for the Upgrade journey…<br />
  5. 5. Develop an initial timeline and project plan with resource estimates<br />If external support is required, identify the service provider’s role <br />Skills <br />Allocation / timing <br />Identify what your technology, architecture and system performance requirements are for the new release<br />Identify you training requirements and approach for delivering training <br />Method / tools / content <br />Resources<br />Identify areas where you need to change or enhance your security model <br />Determine compliance requirements for the new release <br />Determine your approach to reporting and tools to be used <br />Inventory reports <br />Identify mission critical reports <br />5<br />Preparing for the Upgrade journey…<br />
  6. 6. Identify the project risks and mitigation strategies<br />Identify all 3rd party applications and their release <br />Centralize all current system documentation <br />Business process <br />Test scripts <br />Current setup / configuration <br />Architecture / hardware <br />Identify what your documentation requirements are for the upgrade project <br />Determine data requirements <br />Data archiving / purging <br />Data conversion<br />Project data <br />Identify areas where change management will be required <br />Develop your budget for internal and external costs <br />6<br />Preparing for the Upgrade journey…<br />
  7. 7. During the Upgrade Journey…<br />Continuously monitor and control scope<br />Keep your initial upgrade purpose in focus<br />Track and elevate issues <br />Do not let functional teams get sidetracked on a isolated issue - apply 80/20 rule <br />Tightly monitor and update the project plan, tasks and milestones<br />Know the critical path <br />Clearly and continuously communicate in both directions <br />Create a repository for all project documentation <br />Meet regularly with project team to discuss progress, issues, temperature, pain points, risks and alignment <br />Develop thorough test plans and scripts <br />Continuously track and monitor budgets <br />Periodically review and update the risk analysis <br />7<br />
  8. 8. During the Upgrade Journey…<br />Develop detailed cutover / go-live plans <br />Go / no-go decision points <br />Contingency plan <br />Checklist <br />Quality Assessment<br />Administer performance tuning / testing<br />Load simulation <br />Develop detailed training plan and supporting content / material<br />Simulate cutover if possible <br />Insure system adoption and fully address change management issues <br />Fully test security model prior to go-live <br /> Continuously develop project documentation<br />Fully test custom objects, interfaces, forms and 3rd party packages <br />Verify critical reports are in place <br />8<br />
  9. 9. After the Journey…<br />Monitor the performance of the Upgrade System through ongoing milestones<br />Month-end / Year-end<br />Evaluate the System against the pre-project criteria for success <br />Review and determine resolution / next steps on all open issues<br />Perform a project wrap-up / review with team<br />Finalize all project documentation and store in repository <br />Document the lessons learned from the project<br />Capture and review final Budget vs. Actuals <br />Transition project team resources <br />Project closure <br />Prepare for next phase / project <br />9<br />
  10. 10. The Upgrade Experience – Q&A<br />
  11. 11. 11<br />Keeping IT Shipshape - JD Edwards Upgrade Calms Waters for Royal Caribbean Cruises<br />Royal Caribbean Cruises Ltd. (RCCL) is a global cruise vacation company that operates Royal Caribbean International, Celebrity Cruises, Pullmantur Cruises, Azamara Cruises, and CDF Croisières de France. <br />Meet the demands of an increasingly global travel enterprise - supporting international offices with an ERP platform that fulfills multiple language, currency, and reporting requirements<br />Enable IT security best practices to facilitate compliance with company policies as well as U.S. and international regulations<br />Reduce IT complexity and cost of managing and maintaining a highly customized ERP environment <br />Ensure a highly stable platform to ensure business continuity<br />‘One team’ approach<br />Tight control over the scope of the project<br />Highly effective change management process<br />Having a capable vendor <br />Objectives<br />What worked for RCCL<br />
  12. 12. Summary<br />The JD Edwards product family is continuously evolving and adding powerful new functionality<br />Functionality, Technology and Quality are the major drivers for customers to upgrade<br />Upgrade to the latest version to take advantage of new functionality and integration with other Oracle products, such as Oracle Fusion Middleware and BI<br />Conduct an extensive due diligence exercise before you upgrade<br />Define the metrics for success at the start of the upgrade<br />Maintain tight control on the scope of the upgrade through the life of the project to ensure success<br />12<br />
  13. 13. Thank You<br />www.systime.net<br />

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