CON7258 Leveraging Operational Intelligence with One View Reporting Keith Sholes Director, Product Management Oracle’s JD Edwards Jeenu Singh Project Manager, ACWD Seth Chaikin Director, JD Edwards at Grant Thornton September 30, 2014 This is a Title Slide with Picture slide ideal for including a picture with a brief title, subtitle and presenter information. To customize this slide with your own picture: Right-click the slide area and choose Format Background from the pop-up menu. From the Fill menu, click Picture and texture fill. Under Insert from: click File. Locate your new picture and click Insert. To copy the Customized Background from Another Presentation on PC Click New Slide from the Home tab's Slides group and select Reuse Slides. Click Browse in the Reuse Slides panel and select Browse Files. Double-click the PowerPoint presentation that contains the background you wish to copy. Check Keep Source Formatting and click the slide that contains the background you want. Click the left-hand slide preview to which you wish to apply the new master layout. Apply New Layout (Important): Right-click any selected slide, point to Layout, and click the slide containing the desired layout from the layout gallery. Delete any unwanted slides or duplicates. To copy the Customized Background from Another Presentation on Mac Click New Slide from the Home tab's Slides group and select Insert Slides from Other Presentation… Navigate to the PowerPoint presentation file that contains the background you wish to copy. Double-click or press Insert. This prompts the Slide Finder dialogue box. Make sure Keep design of original slides is unchecked and click the slide(s) that contains the background you want. Hold Shift key to select multiple slides. Apply New Layout (Important): Click Layout from the Home tab's Slides group, and click the slide containing the desired layout from the layout gallery. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

Program Agenda 1 Grant Thornton Overview Alameda County Water District (ACWD) Overview One View Best Practices at ACWD One View Roadmap Q & A 2 3 4 5

Program Agenda 1 Grant Thornton Overview Alameda County Water District (ACWD) Overview One View Best Practices at ACWD One View Roadmap Q & A 2 3 4 5

About the presenter Seth Chaikin Director, Technology Solutions Overland Park, KS Executive summary Seth Chaikin is a Director with Grant Thornton in the Technology Solutions practice. He has over 16 years of consulting experience, across a diverse set of industry and public sector clients and is Project Management Professional (PMP) certified. Seth's experiences include planning and program management of multi-faceted implementation projects, hands on management and implementation of ERP software packages, business process reengineering and system architecture design. Prior to Grant Thornton, Seth joined MarketSphere’s JD Edwards practice in 2006 and was responsible for managing and delivering projects, practice development, solution design and staff management. He has deep experience with the processes and configuration of the JDE Distribution and Manufacturing modules, as well as Capital Asset Management, Equipment Billing and Service Billing, and has experience with multiple releases of the software. Industries Consumer Products Construction Hospitality and Restaurants Pet Food/Manufacturing Water Management Public Utilities Metals and Mining Metal Components Transportation Mineral Exploration Drilling Retail Department of Defense Professional qualifications and memberships Project Management Professional (PMP) Education Bachelor of Science in Business Administration, University of Kansas Masters of Accounting and Information Systems, University of Kansas © 2014 Grant Thornton LLP | All rights reserved | U.S. member firm of Grant Thornton International Ltd

About Grant Thornton V I S I O N Grant Thornton International Revenues of $4.2B 600 offices worldwide Nearly 35,000 employees More than 2,800 partners Grant Thornton LLP Revenues of $1.2B 54 offices nationwide More than 6,000 employees More than 500 partners V I S I O N To be the leading audit, tax and advisory firm, serving dynamic organizations in our chosen markets. © 2014 Grant Thornton LLP | All rights reserved | U.S. member firm of Grant Thornton International Ltd

Integrating ERP, EPM and BI JD Edwards Business Intelligence We help our clients integrate transactions to report on financial results and variances with governed standards. Services include: Reporting and analytics strategy Governance and master data Foundation analytics Pre-built analytics Advanced analytics Enterprise Performance Management We help our clients transform data into usable information. Our services give clients better visibility into their business that enables actionable decision-making: Enterprise-wide planning, forecasting and strategy Consolidations and financial reporting Profitability analysis Integrating and synchronizing data and master data Change assurance Enterprise Resource Planning We help our clients manage transactional detail from every process within their business. Connecting this information with users and ensuring that it meets their specific needs are critical to enabling sound decision-making. Services include: System strategy Implementation Technology integration Upgrades, optimization, and support Human Capital Management We help our clients develop an integrated approach for addressing current and future talent management issues. Our services provide our clients the flexibility to scale the solution or solutions to their business strategy, operating model, and culture. Specific services include: Assessments System strategy and implementation HR intelligence JD Edwards

Our JD Edwards practice Just the facts JD Edwards

Program Agenda Grant Thornton Overview 1 Grant Thornton Overview Alameda County Water District (ACWD) Overview One View Best Practices at ACWD One View Roadmap Q & A 2 3 4 5

Case Study JD Edwards Re-Implementation and Reporting Optimization Company Overview First water district founded in the State of California Headquartered in Fremont, California Provides water to customers over 104.8 square miles Fiscal Year 2013-2014 82,522 Customers $64M Sales $104.1M Operating Budget 229 Full Time Employees 825 Miles of Distribution Pipe Facilities 2 Treatment Plants 1 Desalinization Facility 1 Blending Facility Heavy operations focus (engineering, asset management) JD Edwards

Case Study JD Edwards Re-Implementation and Reporting Optimization Company Situation Implemented JD Edwards 8.0 in 2002. Decided to upgrade to 9.1 for multiple reasons – Support expiry Optimize internal and external customer facing processes Outdated and inefficient processes Modifications requiring maintenance and perpetuating poor processes Loss of core systems knowledge Complacency with status quo No formal process documentation, ongoing training, or user procedures Process improvement or process rationalization void Finance driven ERP environment with little input from operations or HR Desire for enhanced reporting capabilities (e.g. OVR) JD Edwards

Case Study JD Edwards Re-Implementation and Reporting Optimization Areas Addressed and Improved by OVR: Financials Job Cost Expense Management Enterprise Asset Management Procurement Inventory Human Resources Self Service Payroll JD Edwards

Case Study JD Edwards Re-Implementation and Reporting Optimization OneView Reporting Usage by Functional Area: Finance GL Account Balance GL Inquiry Customer Ledger Customer Receipt Supplier Ledger Supplier Payment Job Cost Operations Job Inquiry Work Order Analysis PM Analysis Engineering Procurement Purchase Order Receipts Purchase Order Inquiry Supplier Ledger Supplier Payment Human Resources PDBA History DBA History Employee Profile Employee Benefits Payroll Pay History Job Inquiry Work Order Analysis JD Edwards

Program Agenda Grant Thornton Overview 1 Grant Thornton Overview Alameda County Water District (ACWD) Overview One View Best Practices at ACWD One View Roadmap Q & A 2 3 4 5

OVR Best Practices at ACWD JD Edwards Re-Implementation and Reporting Optimization OVR Examples OVR applications used the most Account Balance and G/L Inquiries Customer Ledger and Supplier Ledger Work Order Analysis and PM Analysis Job Inquiry Purchase Order and PO Receipts Inquiries PDBA and DBA History Detail Employee Benefits and Employee Profile Inquiries User Generated Reports Work In Process Amounts by Job Type, Job and Object Account Equipment Time Entry Entries by Division and User Open Work Orders by Division and Status Sick and Appointment Leave Time Overtime Report Purchase Orders by Division JD Edwards

Case Study JD Edwards Re-Implementation and Reporting Optimization Benefits & Value Achieved by the Upgrade to 9.1 with OVR: Maximized process efficiencies Updated and streamlined organization structure and chart of accounts One View Reporting was a catalyst for change: Eliminated customizations to ensure more efficient support and ease of future upgrades Empowered end users to query or report on information with much less dependence on centralized resources Reduced need for paper in the requisition, time entry, and expense management processes Increased employee understanding of the most effective use of JD Edwards 9.1 Significantly improved and much more timely financial reporting Increased user acceptance and satisfaction levels Transitioned from a Finance-driven ERP to an Enterprise-driven ERP (including HR and Operations) JD Edwards

OVR Best Practices at ACWD JD Edwards Re-Implementation and Reporting Optimization Query Management and Watchlists Advanced Query Capability used extensively Used to drive One View Reports – standard and user created Multiple queries per application Purchase Orders to be generated by PO Type Requisitions awaiting approval Unposted General Ledger transactions by transaction type Open EAM Work Orders by division, status and date criteria PM Work Orders from the previous month Job Cost balances by job type, supervisor and job status Payroll entries by division, job and supervisor Payroll totals by PDBA, DBA Queries created and copied out to *PUBLIC or specific roles for use by multiple users Watchlists created based on Advanced Queries Allows users to quickly see pending items and take action Super users creating watchlists and sharing with other users Reduces the number of clicks and time spent in the system for users JD Edwards

OVR Best Practices at ACWD JD Edwards

OVR Best Practices at ACWD JD Edwards Re-Implementation and Reporting Optimization E1 Pages – Enabling OVR E1 Pages used extensively for system navigation Setup by module – A/R, A/P, Job Cost, EAM, etc… Setup by process – Requisition Processing, Procurement Office, Work Order Processing Setup by frequency of use – Daily Processes Built off of pre-existing menu tasks – all E1 Page buttons were also menu tasks, allowing for easy update of the name or version called Page security setup by role – some pages were hidden from users who didn't use those applications Enabled OVR One View applications were included on E1 Pages that they were related to Provided easy access to users Some applications put on multiple pages for ease of use – ex. Job Inquiry linked to Job Cost, EAM and G/L Pages JD Edwards

OVR Best Practices at ACWD E1 Pages By Module - General Accounting JD Edwards

OVR Best Practices at ACWD E1 Pages By Frequency - Frequent Processes JD Edwards

OVR Best Practices at ACWD OVR – Work In Process Report JD Edwards

OVR Best Practices at ACWD OVR – Sick and Appointment Leave JD Edwards

OVR Best Practices at ACWD OVR – Overtime Report JD Edwards

OVR Users – Roles in the Organization Who is using OVR at ACWD? Roles IT – Developers and Project Manager Procurement Officer Operations Division Managers Engineering Program Managers Maintenance Planners Payroll Managers HR Staff A/P and A/R Staff Feedback from users: "Finally a tool where I can create my own report in a timely manner" "I love Watchlists!" "The new advanced query tools in JDE 9.1 have improved my ability to get the information I need.." "I don't have to wait on IT to give me what I need anymore.." JD Edwards

OVR Impact on IT Organization and Performance IT Organization: Less time spent developing reports and more time supporting end users on how to create OVR's, Watchlists, etc. More time to work on proactive controls (e.g. change control, maintenance) More time to focus on release management Less help desk tickets asking for specific data Fewer requests for one-off reports that are only needed for short periods of time System Performance: Processing 43,000 records in 20 seconds! Initial record retrieval setting at 10,000, increased to 50,000 – no performance issues Created reports with pivot tables, charts, data tables Accessing reports via the interactive viewer, PDF, Excel and PowerPoint JD Edwards

Lessons Learned / Best Practices Things to Keep in Mind on Projects Utilizing OVR OVR Implementations Start the communication and training early and review it multiple times Allows users to see the value and start to learn the new tools Leverage E1 Pages to provide access and Advanced Queries to identify data sets, for OVR Identify a group of super users who will become adept at creating new OVR reports Ensure a cross section by functional area These users can train their peers as needs come up in the future Leverage OVR on standard applications, as well as the OVR apps Utilize OVR to eliminate customizations – added fields on forms, new apps to display data, etc… Identify Advanced Queries, Watchlists and OVR reports that are useful to multiple employees ….. and publish them Leverage the standard OVR reports to create new ones specific to your needs Don’t recreate the wheel Each OVR app has multiple reports – if they aren't exactly what you need, create a copy and modify as needed JD Edwards

Program Agenda Grant Thornton Overview 1 Grant Thornton Overview Alameda County Water District (ACWD) Overview One View Best Practices at ACWD One View Roadmap Q & A 2 3 4 5

This is a Safe Harbor Front slide, one of two Safe Harbor Statement slides included in this template. One of the Safe Harbor slides must be used if your presentation covers material affected by Oracle’s Revenue Recognition Policy To learn more about this policy, e-mail: Revrec-americasiebc_us@oracle.com For internal communication, Safe Harbor Statements are not required. However, there is an applicable disclaimer (Exhibit E) that should be used, found in the Oracle Revenue Recognition Policy for Future Product Communications. Copy and paste this link into a web browser, to find out more information.   http://my.oracle.com/site/fin/gfo/GlobalProcesses/cnt452504.pdf For all external communications such as press release, roadmaps, PowerPoint presentations, Safe Harbor Statements are required. You can refer to the link mentioned above to find out additional information/disclaimers required depending on your audience.

One View Reporting for Rental Management Coming Soon One View Reporting for Rental Management Roadmap Rental Contract Inquiry Rental Contracts by Customer Rental Contracts by Equipment Rental Contracts by Business Unit Rental Contracts by Inventory Expired/Expiring Rental Contracts Rental Contract Related Order Inquiry Related Orders for Rental Contracts Rental Contract Profitability Inquiry Rental Contract Profitability Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.

One View Reporting Roadmap Notification of additional records Planned for Tools 9.1.5 One View Reporting Roadmap Notification of additional records Display selection criteria for all report types Auto find option within the Drill Back composer Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.

One View Financial Report Writer Planned One View Financial Report Writer Roadmap Easy to use feature for creating, maintaining, and running Financial Statements Leverage One View technology for formatting and rendering output End user focused Support for current and historical organizational structure Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.

One View Roadmap One View for Outbound Inventory Management Planned One View Roadmap One View for Outbound Inventory Management One View for Grower Management Watchlist content Data Visualization within the app Scheduler Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.

Program Agenda Grant Thornton Overview 1 Grant Thornton Overview Alameda County Water District (ACWD) Overview One View Best Practices at ACWD One View Roadmap Q & A 2 3 4 5