Navigating an ERP Governance and Roadmap Prepared by: Andrew Ostdiek Senior Enterprise Applications Administrator – Hamilton Telecommunications Doug McCarthy Vice President/Owner – TeamCain Session ID# #JDEINFOCUS

Your Presenters Andrew Ostdiek 14+ years of JDE Experience End User to Evangelist! World to E910 JDE Generalist Development Project Manager CNC ‘lite’ Functional Analyst Business Analyst Technical Analyst Etc. Doug McCarthy 16+ years of experience 14 years in Corporate IT JDE start in CNC Led 1 st North American upgrade to 9.1 VP Sales & Operations Based in Connecticut Crossfit trainer

A diversified communications and technology service provider based in Aurora, Nebraska.. Founded in 1901 as a local telephone cooperative, the company has grown to encompass seven primary divisions that operate on a local, regional and national basis.

About Hamilton Telecommunications Telecommunications & Technology Solutions Broadband Internet and Business-Class Ethernet Fiber-Optic Infrastructure Managed Hosting, Networking & Data Center Operations Hamilton Relay and Hamilton CapTel - Telecommunications Relay Services for individuals who are deaf, hard of hearing, deaf-blind or have difficulty speaking.

Founded in 1996, TeamCain is an Oracle partner specializing in J.D. Edwards EnterpriseOne and World products and services. At our core, we offer valuable consulting services including; Implementations and Upgrades Custom Development Project Management Technical Services In addition to these J.D. Edwards consulting services, we offer add- on solutions that can significantly extend the value of your J.D. Edwards EnterpriseOne and World ERP backbone.

Timekeeper Scheduler Attendance Kronos Oracle CRM Sales Cloud Service Cloud Marketing Cloud Marketing Content Social Cloud eLation ‘Front Office’ Telecomm Provisioning CDR’s Sales Data Call Demand Analytical Data/Reports/Processes Etc. Custom Admin Managed by Staff of 2 Limited IT Role 3 rd Party CNC Managed Services Ad hoc Project Support

Agenda ERP Governance & Roadmap Recognition Executive & Management Buy In Stakeholder Involvement & Workshops Management & Executive Discussion Points Barriers to Overcome What Hamilton Enacted & Starting Points Management Tools / Processes Early Projects ERP Governance Expectations What the Future Holds for Hamilton’s ERP Lessons Learned

ERP Governance & Roadmap Recognition Factors Leading to Hamilton Addressing the Need “Keeping the Lights On” Volume of Internal Requests and Needs Competing Projects / Limited Resources Business Growth Understanding what JDE “is” and its capabilities Organizational Structure HCM RFP Peer Connections & Quest Conversations

Executive / Management Buy In Key Points & How To Awareness Bring it to their Attention Positive “In-Your-Face” Explanation of Current Realities Define what JDE & Enterprise Software “Is” and subsequently “Is Not” Education on what JD Edwards Can and Cannot Do Educate on Discuss “Fit” for Data/Functionality/Business Process Project Triage Understand why Projects are Stalling or not Being Completed Business Growth Sustainability with Current Structure Future Growth Considerations Communication Executive Group Workshops Departments Structure Desperation!

Stakeholder Involvement & Workshops Stakeholder Workshops conducted internally for: Executive Level – CEO, COO, President & Vice President Managerial Level – HR Director, Controller, IT, Business Line Leaders Departments – Accounting/Finance, Human Resources, Business Office, Operations, Business Lines, Project Management On-Site 2 Day Workshop with TeamCain MISSION/PURPOSE: To develop a roadmap for selecting, developing, implementing and governing business process improvements which utilize enterprise software applications GOALS: a.Identify the current enterprise software application and business processes which could be made more efficient or effective; b.Identify the enterprise software capabilities which might be utilized to solve business process issues which are not presently being handled by enterprise applications; c.Prioritize (A) and (B) based on: Revenue Potential, Cost Savings Potential, Quality of Service, End User Usability, Best Practices, Regulatory and Customer Requirements; and a.Define and manage a process for governance for enterprise software applications and related business processes and data. Resulting Summary + Conversations = “True Beginning”

Management & Executive Discussion Points Discussions on Definitions Business Technology vs. Customer Technology Organizational Chart “Fit” Governance Committee “Initiators” Role Subject Matter Expert Resource Pool Resource alignment (internal/external) ERP Funding as a Budgetary Line Item What Business Technology is appropriate under ERP Governance Decision Making – Authority & Management Criteria Project Level Scope (Small Proposals vs Large Projects) Resource Requirements Business Line Responsibility Investment Summary Estimate (internal/external)

Barriers to Overcome Internal Resource Availability & Bandwidth Knowledge Share & JDE Education Responsibility & Accountability Transfer of more Responsibility to End Users Creating more Power Users Communication & Collaboration amongst Stakeholders Unified Vision Across Enterprise Organizational “Buy-In” Roadmap without Governance Patience / Objectivity / Ego Not everyone thinks ERP is Sexy!

What Hamilton Enacted & Starting Points Embryonic stages started with Quest InFocus Conference Formalized ERP Steering Committee Decision Making Makeup: CEO, COO, President, VP of Business Line Advisory Roles: ERP Admin & Project Manager Quest Corporate Membership & Community Involvement “Initiators” Workshop Monthly Meetings of Steering Committee Special Topic or Guest Projects in Queue Review Consideration of new Proposals Weekly JDE Meetings ERP Admins / Project Manager Short Project Proposal Document Project Review Summary Listing

Short Project Proposal Project/Proposal Criteria Subject to Review Business Line Responsibility Sponsor Solution Stage (WIP/New/Phase) Problem Statement Description of Current Process Scope of Solution Required Service or Product? Strategic Alignment (undefined for us thus far) Value to Customer/User Opportunity for Cost Reduction? Beneficial to other Business Lines? Costs (Capital/Staff/Operating) Change Management Required? Dependencies Staff Impact Resource Requirements (Business/IT & ERP/Consulting)

Monthly Project Review Project Tracking Review Structure Project Name & Description Governance/Approval Level Time Horizon Priority Business Groups Involved Sponsor & Initiator SPP Completed/Required? Work Order Steering Committee Action Completion Percentage Investment Summary Internal Staff External/Consulting Notes & Comments Project Tracking Categorization In Progress Research Projects On Hold or Not in Progress Declined / Not Approved

Resource / Project Visualization

Early Projects Time & Labor Entry (Kronos to JDE) HR Benefit Vendor Interfaces JDE Module Review / Education Affordable Care Act Financial Statement Rewrite HR Competency Management Tools Release Upgrade A/R Interface from External Data Source Data Retention Policy / Purge & Archiving End User Request Management

ERP Governance Expectations Centralized ERP / Enterprise Data Decision Making Model Project Prioritization & Alignment Align & Enable Resources to Achieve Goals of Projects Increased Collaboration & Communication Internally via Departments, Business Lines & Management Externally via Quest Membership and Peer Community Standardize software Utilization and Review Project Reviews (Budgetary & Impact Analysis) ERP “Art of the Possible” achieved through: Business Strategy ERP Governance JDE Roadmap Project Management COLLABORATE + EDUCATE + INNOVATE = ERP GOALS

What the Future Holds for Hamilton New Department & Resources Enterprise Software & Data Services Manager with 4 to 5 Analysts Increased Engagement Departmental Meetings Business Technology Group Formation Steering Committee Transitions Quest Community Project Management Structure Strategic Review Collaboration Mid-Term Projects Improved UX – (E1 Pages/CafeOne) Switch to BI Publisher Security Audit Enable More Self-Service Code Current Initiative Enterprise Document Management System Interface & Integration with other Enterprise Software / Data Fixed Assets Business Intelligence Solution / Strategy

Lessons Learned Patience & Understanding of Realities Maintain Objectivity Peer Connections/Communications (knowledge share – ‘not alone’) Educate Management You can’t do/know everything and solve all problems yourself Understand your Oracle Relationship (and all Enterprise Software) Know your Licensed Footprint Explore the JDE ‘Ecosystem’ Find Trusted Partners - not Consultants In-Person Communication Small Workshop Investment on Projects …. Increases Odds of Full Project Success

Andrew Doug McCarthy Contact Information

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