System Review – The Forgotten Implementation Step Northern California OAUG Training Day 2007 January 17, 2007

“The Forgotten Implementation Step”

OnTrack Methodology Refine Define Train Model Configure Go -Live     Idea to ActionTM   ActivEra Further Process Improve-ment Version Upgrade Prepar-ation Periodic End User & Tech. Reviews Refine Overview Application Fast Track Job Track Technical & Tools Initial Software Installation Business Workshops Implement- ation Activators Create & Test Scripts in Prototype Environment Document Issues Issue Resolution Projects & Preparation End User Training & Document. System Tests Enterprise Rollout Activation Final Environ-ment Verification Final Data Conversion Live User Activity Initial Use Evaluation & Changes Manage-ment Sign-off Define Train Model Configure Go -Live Demo Setup & Delivery Scope & Require. Meeting Contract Signing Project Planning Detail

You Should Not Be Here If . . . You didn’t draw the short straw but like audits and decided to come to the meeting anyway. You have implemented 100% of JDE features that would improve your business. Your business has not changed since you implemented JDE. You still have the employees you originally trained to set up JDE. You can confidently change your JDE configuration because employees remember all their training. You know all about the new benefits available to you in new JDE releases.

Where Are We Going? System Audit Introduction Timing Considerations System Audit Roadmap Results and Deliverables Effort and Investment Tips Questions

Does Your System Need a Tune-Up?

How Well Are Your Users Running Your System?

Are You Considering An Upgrade?

What Is A System Audit? A System Audit enables you to get the best possible return on your investment in J.D. Edwards software. The System Audit process aligns your JDE solution with your current business requirements and helps you drive additional value and benefits from recommendations on setup, processes, training, upgrading or new feature opportunities.

When Do I Do A System Audit? 6+ Months after Go Live Prior to Upgrade Every 2 years (at least!)

System Audit Roadmap Agree on Expectations Perform Audit Review Audit and Develop Action Plan Implement Action Plan Evaluate results

Agree On Expectations Audit Planning Meeting Engagement Letter Executed Determine Audit Resources

Perform Audit (1)

Perform Audit (2)

Perform Audit (3)

System Audit Deliverable Management Overview Issues for Management Attention By Functional Area Summary Summary Evaluation Detail Recommendations

System Audit Detail Recommendations

. . . But, Actual Mileage May Vary One client is looking at saving 800 hours of distribution modifications after a review of features available in the A7.3. Another client dramatically increased the performance of their Sales Order Entry program after re-configuring it to eliminate unnecessary Supply and Demand processing.

. . . But, Actual Mileage May Vary One company saved over 20 hours per month of accounting staff processing time by utilizing detail currency restatement functionality within the software Several companies have reduced monthly closing processes by several days due to increased knowledge in troubleshooting integrity reports during the month

. . . But, Actual Mileage May Vary One company was able to abandon a custom order entry process in exchange for using Preference Profile Processing available in a later release of the software One company was able to avoid re-keying a 300 line recurring journal entry processed in Excel by using enhanced Journal Entry Upload capabilities in A7.3

. . . But, Actual Mileage May Vary This company learned how to add sales reps to their address book. One IS manager learned how to balance disk workload by redistributing the data on his drives. Some customers have had performance problems because they have never purged their data files

Review Audit And Develop Action Plan Conduct Workshop to review Findings and Recommendations Determine Action Plan Present Results and Plan to Executives

Effort And Investment Depends on scope of audit. Typical audit involves one to two weeks of consulting effort. Duration of audit is two to four weeks. Cost depends on consulting rates.

Tips From The Pros Set audit expectations correctly. Is this Business Process Re-engineering or a quick tune-up using the 80/20 rule? Senior management perceptions and vision are vital, involve them. Get the best expert help you can, experience counts and it’s worth it. Plan for onsite documentation time. A detailed review of recommendations with key users is very beneficial. Develop an action plan and use it. Budget to review your systems regularly.

Top Ten Reasons To Conduct Audit 1) ALIGN SYSTEM WITH BUSINESS 2) FASTER, FOCUSED UPGRADE THAT MAKES BEST USE OF NEW FEATURES 3) EMPOWER AND TRAIN USERS 4) OPTIMIZE SYSTEM PERFORMANCE 5) GET THE BEST VALUE FROM YOUR APPLICATIONS 6) INCREASE PRODUCTIVITY WITH PROCESS IMPROVEMENTS 7) KEEP YOUR FLEXIBILITY 8) ELIMINATE MODIFICATIONS 9) DOCUMENTED VALUE & BENEFITS DRIVEN RECOMMENDATIONS 10) COMPLETE SYSTEM SETUP

Questions?

DON’T WAIT . . . CALL PLATINUM 21 TODAY !!!!!!