1. REMINDER
Check in on the
COLLABORATE mobile app
How to Manage and Be Part of a
Successful Regional User Group
Prepared by:
Melissa Penfield
President-SCUG
Sr. Manager, Applications – Fluidmaster, Inc.
Sunday, April 12th, 2015
2:15 PM Reef C
Session ID#: 100820
@MelissaPenfield

2. • Silence Audible Devices
• Note Fire Exits
• Partake of Refreshments
• Note Quest Staffers (green shirts) and
Room Monitors
• Complete Feedback Form
• Ask Questions
Administrative Notes
Please:

3. Agenda
Introduction
Types of User Groups
Benefits of Being on a Board
About SCUG – Running the RUG
Q&A
www.jdescug.org

4. • Melissa Penfield
• Sr. Manager, Applications – Fluidmaster Inc.
• Former JD Edwards & Deloitte Consultant
• Also Amgen – Biotech
• And Majestic Realty – Commercial Real
Estate
• Involved with JDE since 1995
Introduction

5. Corporate Overview
• Founded in 1957
• Best Selling Toilet Fill Valve
in the World
• Serve 3 Customer Sets:
• OEM Toilet Manufacturers
• Large National Home Improvement Retailers
• Wholesalers serving plumbing industry

6. San Juan Capistrano, USA
Global Headquarters, Engineering, Testing, R&D
6
Proprietary and Confidential
Fluidmaster Overview

7. MANUFACTURINGHEADQUARTERS KEY DISTRIBUTION
7
Proprietary and Confidential
Fluidmaster Global Footprint
Fluidmaster Overview

8. SIGS, RUGs & PUGS– What is the difference?
RUGs – Regional User
Groups (like SCUG!)
SIGs – Special Interest
•Industry, Product, even
Module Specific (72)
SIGs –
Special
Interest
PUGs –
Product
IUGs –
Industry
Quest, OAUG, IOUG
US
North,
South,
Central,
East, West
Canada South Am.
Asia
Aus/NZ
Central Am.
EMEA

9. Quest IOUG OAUG
“Parent Groups”
• Umbrella National and International User Groups
• Covers Multiple Oracle Product Lines, All Industries,
Modules and Special Interests
• Puts on the Larger National and Int’l Conferences
• Provides Tools & Direction to the SIGs, RUGs & PUGs

10. RUGs
Regional User Groups
• A ‘Sub’or ‘Child’ group
• Usually run independent of Parent group and not funded
by Parent Group
• Many run by customer board, may be some partners
• Meet locally one to four times per year
• Focus on Education, Networking, Meeting Local
Customers and Vendors

11. Product, Industry & Special Interest Groups
• Not specific to a region
• May have site events, but usually a monthly call
• Works closely with Oracle to Facilitate Enhancements
Process
• Great for specific questions on a product problem,
learning from other customers how they use software
features and deal with problems
• PUGs: HCM, E1 Mfg & Dist, JDE Upgrade Consortium
• SIGs: Tech SIG, Business Intelligence, UPK SIG
• IUGs: Agribusiness, Consumer Pkgd Goods,
Engineering & Construction, Real Estate, Life Sciences

12. Benefits of Participating in a RUG
• Local meetings for interaction with other JDE customer
• Quarterly, Semi-Annual, 3 times per year or Annual meetings
• Place to meet other customers and solutions providers
in your local area
• Oracle participates in meetings, meet local Oracle reps
and get Oracle Roadmap information.
• Everyone works together to drive customer participation

13. Who We Are
■ We are…..
The Southern California
Regional User Group (a
Quest RUG) for Oracle JD
Edwards EnterpriseOne
and WorldSoftware
customers.
Led by a volunteer Board of
Directors elected by our
customer members.
■ MISSION STATEMENT
To foster communication and
networking between
customers with similar
experiences and
challenges.
We share experiences and
best practices relating to
the use of JD Edwards
software.

14. Board of Directors
■ Executive Board
 President Melissa Penfield Fluidmaster Inc.
 Vice President Somchai Moi Microvention
 Treasurer Thomas Cochran CBRE
 Marketing Director Patricia Vincent Michael Kors
■ Officers – at - Large
 Website & Membership Coord Peter Yang City of HB
 Meeting Coordinator Jeff Hartke Emser Tile
 Secretary Damodara Reddy Christie Digital
■ BP Liaisons
 Oracle Partner Advisor Cynthia Milenkovich Allout Security
 Community Liaison Todd Chromzak EmeraldCube

15. Typical Meeting Format

16. Website www.jdescug.org

17. What is Offered on Our Website
www.jdescug.org
■ About Us
▪ President’s Letter
▪ Board of Directors Bios
▪ By-Laws
▪ Contact Us Form
■ Headlines / Info
▪ Past and Upcoming Events
▪ Renewal Info
■ Knowledge Section
▪ Presentations &
Whitepapers
■ Annual Sponsors & Links
■ Login
▪ Maintain your primary and
company contacts
▪ RSVP yourself and other
company members for our
meetings.
■ Email Blasts
▪ Allows SCUG to Send
Email Invitations /
Information to our
Members & Contacts

18. How do we Manage SCUG?
■ Sponsorships and
Membership Options
■ Average Attendance
■ Typically have:
▪ Board Members
▪ Partner Company Members
▪ Customer Companies
■ Board Time Commitment
▪ Executive Council
▪ Officers-at-Large
■ Join or Sponsor & Exhibit
■ ~100
■
▪ 9 and 1 or 2 partners
▪ ~40
▪ ~40 companies / meeting
▪ 8-10 hours / month
▪ 2-5 hours / month

19. Membership Model & Sponsor Options
■ Levels for Customers
▪ Enterprise - $750 up to 20
▪ Large Corp - $500 up to 10
▪ Mid-sized - $300 up to 5
▪ Individual - $150 1 named
■ Vendor Partner
▪ Platinum $1700, exhibit all
meetings, 5 attendees
▪ Gold, $1400, exhibit 3 mtgs,
4 attendees
▪ Silver, exhibit 2 mtgs, 3 att.
▪ Bronze, exhibit 1, 2 att.
■ Sponsorship Options
▪ Member and Non Member pricing
■ Keynote $1500
■ Happy Hour $500
■ Exhibit $500
■ Breakfast $350
■ Luncheon $700
■ Registration Gift $250
■ Lanyards $250

20. A Big Part of Our Success……………..
Our Relationship with our Partner Members
These are some that exhibited at our March meeting:

21.  Formed as a Non-Profit
 Moving Qtrly meeting around So Cal – 4 counties
 Hired CPA for Tax filing and handling legal docs
 Added a la carte Sponsorship options
 Added exhibitor tables (sponsored) to all meetings
 Added Customer Spotlight Mini-Session
 Added merchant account to allow credit card processing
 Replaced Holiday ‘Social’ event with Regular Q4 Meeting
with Holiday Theme
 Added Community Liaison to Manage Surveys
SOME NEW FEATURES…. ADDED RECENTLY

22. WHAT HASN’T WORKED….YET……
•Merging PeopleSoft / JDE into one RUG for So Cal
•Trying to run the group with only 3-4 Officers
•Survey strategy - not good at reviewing / managing to results
•Getting nominees to open Board positions
•Keeping content fresh on SCUG site
•Effectively Marketing Meetings
•Visibility into which sites benefit customers in those locations
•Full management of group from the Quest RUG site

23. SOME NEW IDEAS FOR THE FUTURE
•Adding secure Credit Card link to website
•Looking for customer hosted meeting sites
•Trying to incorporate the Quest RUG site to manage meeting
registration
•More professional development

24. Contact US
■ Fill out ‘Contact Us’ Form at www.jdescug.org
■ Or Email: Info@JDESCUG.org
■ Melissa Penfield – PRESIDENT
■ mpenfield@fluidmaster.com
■ Join our Group on LinkedIn and Quest
■ Feel free to invite us on the board to your LinkedIn Contacts

25. Please complete the session
evaluation
We appreciate your feedback and insight
Session ID#
You may complete the session evaluation either
on paper or online via the mobile app

26. Visit Seth & Dana at the Quest International Users Group
Booth #337
■ Let us show you how to leverage the Quest community to
maximize your ERP investment
■ Receive your personalized Quest Activation Plan & learn
how to make the most of your membership
■ Plus, find out how you can join us in celebrating our 20th
year of success – you might just win a special Quest-
themed bottle of Kentucky bourbon!
Quest is the home for PeopleSoft
and JD Edwards Users