Building a Better Way: The Weitz Company Security Model Session ID#: 2017JDE-102440 Q Software – Case Study Success Through Security Prepared by: Dustin Tenney Business Analyst The Weitz Company Tess Scott Security Practice Manager ERP Suites & #JDEINFOCUS @TheWeitzCompany @QSoftwareGlobal

Agenda Introduction Background JDE Landscape Before QSoftware Challenges Success and Future Goals Q&A

Personal Introduction Dustin Tenney Iowa State University Graduate Accounting Property Management Accountant (6 years) Weitz Senior Accountant (1 Year) IT Specialist (2 Years) Business Analyst (1 Year) ERP Systems and Workflow Systems

Personal Introduction Tess Scott JD Edwards Enterprise One and World Techno-Functional Professional of 28 years Security Management & Administration SOX Compliance Officer Application Development & Administration Industries Oil & Gas Technology Manufacturing Energy and Natural Resources Construction Telecom PMI, Project Management Professional, PMP

The Weitz Company Profile Founded in 1855 ENR Top 400 construction company General contractor and Construction manager. Weitz offers expertise in four core market segments: Commercial, Industrial, Heavy Industrial, and Supply Chain Eight satellite offices in the U.S. Headquarters in Des Moines, IA Service Group of America, Headquarters – Phoenix, AZ Denver University, School of Management – Denver, CO Sonnenalp Resort Hotel – Vail, CO

The Weitz Company JDE Timeline 2002 – Began using JDE (Security Model created) 2010 – Upgraded to JDE 9.0 2015 – Upgraded to tools release 9.1.5 2016 – Upgraded to 9.2 while simultaneously began using Q Software Security Model TODAY - Over 800 users on JDE JDE Modules: GL, AP, AR, Job Cost, Finance, HR, Payroll, and Supply Chain Payroll processes over 800 Salaried Users every two weeks and over 1500 Hourly Users every single week in-house

Challenges No Security team lead Modifying Security was a complicated process Took many hours of testing when changes were made Locating little used apps on complicated menus took extra time.

Why Q Software? JDE Security Wish list: Over-haul all JDE Roles Remove all individual access Simply way to adjust security to groups Reduces time make adjustments on the fly Make future audits easier to get through Pull reports showing all Separation of Duties Easier ability to show who has access based on roles

Approach and Solution Confirm objective Discovery Implement a software tool to maximize efficiency Model best practice security

Approach and Solution Confirm objective Design and implement a comprehensive low maintenance global security model that will ensure efficient and effective SOD compliance management

Approach and Solution Confirm objective Discovery

Approach and Solution Confirm objective Discovery Establish project timeline Establish project scope Legacy analysis

Approach and Solution Confirm objective Discovery Implement a software tool to maximize efficiency

Approach and Solution Confirm objective Discovery Implement a software tool to maximize efficiency Model best practice security

Approach and Solution Confirm objective Discovery Implement a software tool to maximize efficiency Model best practice security Deny all grant back methodology Inquiry roles by module Global functional roles Data roles

Breakthroughs with Q Software Ease of Menu Design and Menu Super Find Due to our complicated menu structure Role Super Find Component and Function breakdown Ability to see what roles are affected when changes are made Teach-ability

Breakthroughs with Q Software Reusable Components and Functions Address Book Maintenance is a shared service across the organization. Advantage of sharing the component will maximize the efficiency when changes are required. One change is made and all roles using the component are updated when rebuilt.

Breakthroughs with Q Software Reusable Components and Functions Supervisory and Management roles are built from the clerk or generalist functions. Define and maintain once will drive the changes throughout all the roles utilizing the function.

Future Plans with Q Software Snapshot Audit help Able to give others security access but with approval QSoft Reporting UDO Assistance

*Questions & Answers* Contact Information Dustin Tenney Business Analyst – ERP Systems The Weitz Company 515-697-5965 Dustin.Tenney@Weitz.com Tess Scott Security Practice Manager ERP Suites 832-746-5628 Tscott@ERPsuites.com

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