Tina Gavalier Financial Analyst Washtenaw County, Michigan Washtenaw County Improves Access to ERP Information: A Case Study Using the Really Real Time Inquiry Suite Julie Holmes Account Manager The GL Company

Environment and Background J D Edwards EnterpriseOne Xe (SP 23 L1) Using a HP/UX Operating System (V 11.1) with an Oracle Database (V 9.2) Both FAT Client & terminal server users Financials (AP/AR, Budget, Capital Assets, GL & Procurement) since HR/Payroll since JDE EnterpriseOne Report Writer An internal support structure using business area leaders work on JDE initiatives

Product Selection About two years ago started investigating 3rd party reporting solutions Business area leaders attended the Midwest User Group, Oracle Open World and Quest Collaborate Reporting tool vendors were identified Demos were observed and evaluated Much discussion took place and the focus of the search was divided among business area leaders

Product Selection (Continued) Functional power users focused on: The ad-hoc inquiry capabilities Ease of use Flexibility Intuitiveness Consistent look and feel that compliments JDE The GL Company’s Really Real Time Inquiry Suite software was singled out to be the most viable solution to enhance reporting

Product Evaluation Completed a two week trial of the Inquiry Suite: Accounts Payable, General Ledger and Procurement modules On site with our own JDE data Analyzed aged integrity issues from 1999 & 2000 and were resolved in a matter of a few hours during the trial Prepared reports listing outstanding items for year-end review (journal entries, open commitments, payments, etc.)

Product Evaluation (Continued) Developed auditor reports that were provided by IT prior to using the Inquiry Suite Numerous inquiries and reports were created as useful financial decision making tools Summarized information with condensed data for high level overviews for departments, divisions & programs Provided detailed information for managers & supervisors to assist in identifying issues and celebrating successes

Decision and Implementation Unanimous recommendation to purchase Accounts Payable, General Ledger & Procurement Retained all reports created during the trial Continued to use the Inquiry Suite for year-end & the audit Trained power users over 3 days and on day four held an interactive workshop with the trainer

Decision and Implementation (Continued) Human Resources & Payroll power users completed a two week trial Another unanimous recommendation to purchase Executive Console, Human Resources & Payroll Retained all inquiries/reports created during the trial Continued to use the Inquiry Suite after the trial Trained power users over 3 days and had another day for workshop

Inquiry Suite Benefits Accelerates account reconciliation, data extractions & analysis for integrity issue troubleshooting Drill down to transactions allows immediate access to details Eliminates dependency on IT support for reporting solutions Provides timely access to useful data and information to make decisions and conduct County business Reporting packs save valuable time when multiple inquiries are needed on a regular basis

Inquiry Suite Benefits (Continued) Reusable inquiry objects, another time saver, requires setup only once and the ability to use defined calculations, formats and hierarchies in any report within the suite Power users are able to create simple ad-hoc inquiries as well as complex custom reports Selector functionality simplifies data options for users that have little or no knowledge of JDE Time series functionality has provided a reporting solution for County grant & multi-year programs

Inquiry Suite Benefits (Continued) Developed numerous HR and Payroll reports that has saved time and resources in accessing, running and analyzing employee data and information Arrearage report with pay period to pay period payment data and grand totals per employee Employee information report to validate accuracy of data in JDE Leave of absence report by type with beginning and ending dates Longevity report that has eliminated a ten month manual process of monitoring eligibility requirements and calculating payment amounts Overtime report with subtotals by business unit and a grand total Various reports to assist in filing EEO/AA requirements with the Federal and State governments

Product Overview Purpose Built for JDEdwards World and EnterpriseOne (Plug & Play). Allows end-users to create and use ad hoc inquiries and reports. Accesses data real time (no staging or delay). Easy to learn, easy to use (3 days of training). Easy to install/configure (1 hour install). Exceptional performance. Users can share reports immediately. Leverages JDE security. The Inquiry Suite for JDEdwards General Ledger Job Cost Fixed Assets Accounts Receivable Accounts Payable Budgeting & Forecasting Tax Adv Cost Accounting (E1) Sales Order Purchasing Inventory Human Resources Payroll Contract Billing Homebuilder Sales Timesheet Reporting Manufacturing (Q1 2009) Modules

Inquiry Suite Product Demonstration

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