1. Rolling Out JD Edwards Real Estate Management as a Comprehensive IT Solution
Session ID#: JDE
Prepared by:
Name: Michiel Houtsmuller / Joost van Strien
Title: IT Director / Sales Director
Company: Aevitas Property Partners / Forza Consulting
#JDEINFOCUS or add your own Twitter handle

2. Topics Introductions: Forza Consulting & Aevitas Property Partners
ERP for Real Estate by Forza Consulting
Concept
Automating non-ERP functional disciplines
Aevitas approach
ERP as means to control and integrate acquisitions
Standard JDE, no modifications
(Statutory) Reporting
Rollouts throughout Europe, Morocco, India

3. Aevitas Property Partners
Incorporated in 2012
Intermediary for real estate investments of Washington State Investment Board (WSIB)
WSIB is pension fund of the State of Washington
USD million capital committed
Investing strategy:
Real Estate Operating Companies (REOC’s)
Long-term growth
Start-ups
People first
REOC’s managed locally with Aevitas oversight
Sourcing, structuring and supporting REOC’s

4. “We provide high-quality application, integration and development services related to Oracle JD Edwards and Oracle Cloud Applications.”
We are Forza Consulting. A consultancy practice with its roots in the Netherlands, mainly focused on all services around the Oracle JD Edwards product. Any service a JD Edwards customer might look for.
Implementations, Upgrades, Problem solving, Managed Services.
What gives us an edge, is our portfolio of JD Edwards Add Ons.
For these add ons, we have built up a large customer base in the USA and Canada.

5. We are mainly here to tell you about the solutions we offer.
You might have heard about our Packman package deployment automation solution, or our Scanman Invoice automation solution. Solutions that help automate otherwise manual processes in JDE.
We have been presenting these solutions at different events over the year and will have sessions on these solutions the coming days as well.
The CGI Payman and BCM solutions we bring are focused on automating bank payment related processes: for both outgoing and incoming payments.
As we have found a way to bring HTML inside of JD Edwards, we also bring a plan board with calender views and drag and drop.
But this session is on workflow automation and collaboration

6. PROVEN TIME SAVING APPS FOR JD EDWARDS E1
OBJECT CHANGE MANAGEMENT AUTOMATION NATIVE JDE ACCOUNTS PAYABLE AUTOMATION GRAPHICAL SCHEDULING WITH DRAG & DROP
END-USER SELF SERVICE PASSWORD RESET AUTOMATED BANK & CASH MANGEMENT PROACTIVE & COMPREHENSIVE SYSTEM MONITORING

8. “Does real estate need a property management system with accounting functionality, or does real estate require a General Ledger based ERP- System with real estate functionality?”

9. Why Real Estate needs an ERP with a finance core
Multiple and complex financial streams
Multiple business units
External en internal stakeholders
Institutional investors
Private investors
Authorities
Multiple business models incorporated in one single company
Multiple currencies, languages, GAAP and taxes

10. G/L Based Real Estate Management solution
Tenant Billings
Forecasting & Budgetting
Lease & Unit Level Budgeting
Sales Forecasting
Discounted Cash Flow Analysis
Valuations
IRR
Expense, Cap-Ex Budgeting
Rent Roll
Percentage Rent
Security Deposit
Common Area Maintenance
Collections
Occupancy
Finance function
General Ledger
Consolidation
Multi-currency
Local vs. Group - GAAP
Measure Performance
Advanced Real Estate Forecasting
NPV, IRR, ROI
Forecasted Cash flows
Budgeting
Development
Project Costing
Supplier Relationship Management
Contract Management and Commitment
Procurement
Contract Billing
Web-based Time Entry
E-Procurement
Service
Prospect & Lease Mgmt
Call Center
Work Orders
Preventive Maintenance
Service & Warranty Management
Pipeline Forecast
Contact Management
Lease Production

11. G/L based solution benefits
Every financial transaction, regardless of activity and source is captured in one single general ledger
One single G/L to drive accurate internal and external reporting
One common global reporting instance
Full consolidation
Multi currency
Business participations
Fully automated
Full compliance to auditing standards
Compliancy to local taxation and statutory requirements
Financial Forecasting- & Budgetting functionality

12. Benefits of ERP for real estate
360°views on your properties
All data, regardless of type, resides in one database
One single database = One single truth
Simplified reporting
Flexibility to handle multiple real estate business models
Ability to integrate non-real estate business models
Supported localizations
Supported languages

13. Additional components
JD Edwards ‘in the cloud’ by Forza Consulting
One view reporting / Reports Now
BI Publisher
Flexible Calculation Module (Denovo)
A/P Automation: Scanman AP Automation / CGI Payman
Bank Transaction Automation: Bank & Cash Management
All Out Security

14. Automating ‘non-ERP’ functions
‘Non-ERP’ functions: Process-centric
Sales / CRM
Legal / Contract Management
Facility Management / Case management &Inspections
‘What do I see when I log on, in the morning starting my work’
Sales:
Entering information about prospects, leads and have staff following them up.
Legal:
Have legal staff look at agreements, have them authorized them or let them make contracts, for instance as part of the onboarding of suppliers.
Facility management:
Trigger service managers and staff to work on specific tasks that based on an incident reported,
Inspections and related documentation can be triggered by an event, for instant a tenant leaving an apartment.
In JD Edwards, it is difficult to enforce a workflow for these activities. And to automate the paperwork that is involved.
You can try to customize JD Edwards and fit it in somehow.
Obviously, also ERP functions could be enhanced when working with workflow. In the latest releases, watchlists have enabled triggers on tasks and enabled a base workflow structure in JDE.
These functions are not looking for the rigid, relatively complex columnar screens JD Edwards offers. They only make limited use of the information in JDE and put limited information into JDE.

15. + Workflow / flex UI ERP A comprehensive solution
The solution we will show you is not inside of JD Edwards.
It is a cloud based solution, offered by Citrix.
We have become very enthousiastic about this solution. For us this combination of solutions makes it possible to automate and implement the processes we cannot cover with standard JD Edwards and its toolset.

16. Solution Components
Podio =
Sharefile
Rightsignature
Portal

17. Real Estate workflow / Commercials

18. Citrix Podio Agile workflow & collaboration application Cloud based
Offering ‘apps’ for CRM, Project management, Case management and many other functions
Own apps and workflows are created in minutes
Mobile and desktop html interface
Data en datatransfer is encrypted

19. Citrix Globiflow Workflow automation component
‘Trigger – filter – action’
Add/update items
Creation of PDF’s, s
Integration of different applications

20. Features Apps Integration with Outlook Social collaboration
Task triggers
Creation of a .pdf document (and store it in a DMS)
Automatic ing
The applications on Mobile devices
Speed / Flexibility of configuring workflows
Signature-capturing

21. Integration with JD Edwards
Rest integration, taking advantage of AIS
Own API development (from JDE to Podio)
Using ‘Globilflow’ Citrix Saas middleware for the process flows

22. Real Estate workflow / legal

23. Globiflow
Workflow builder trigger tasks/activities based based on events
Date triggers
Connecting applications
Update / Change Podio forms
Generating PDF’s
Sending
Send SMS text
Integrate with Document Management (Sharefile)
Integrate with signature capturing (Rightsignature)
Embed Podio forms in a website
Insert intelligent links and buttons in s

24. AEVITAS’ EXPERIENCE WITH ORACLE JD EDWARDS IMPLEMENTATION
Michiel Houtsmuller

25. Aevitas Real Estate Business
Owning property
Light industrial
Warehousing
Residential
Retail
Project development
Social housing
Office to hotel or residential conversions
Lending
Project development financing
Mezzanine debt financing

26. Aevitas Real Estate Business

27. System Requirements Solution for: Multi currency
Accounting
Management reporting
Property management
Workflow management
Multi currency
Manage local GAAP and tax requirements
Manage group consolidation and reporting
Manage different (real estate) businesses
Scalable
Cloud based, accessible from any location

28. Why ERP projects fail Wrong system or (changing) design
(Over)customization
Lack of top-management commitment
No proper planning
Not the right team
Inadequate testing
No sufficient training and poor communication
Too big
Too fast
Poor change management
Lack of buy-in at end-user level

29. Aevitas’ approach ERP managed centrally No customization
Senior management project sponsor
Phased roll-out country-by-country
Built-up ‘from scratch’ starting with limited number of assets and functionality
Limited conversions or migration of data
Gradually adding new functionality

30. No customization solution
Define group chart of accounts
Set-up companies
Localizations and VAT set-up
Define localization specific accounts
Create a localization ledger to make local (statutory) adjustments to the group (AA/AU) ledger
BI publisher for local templates for invoicing/xml exports
Reporting tool (ReportsNow) for all (statutory) reporting
Flexible Calculation module (Denovo) for debt management and Valuation calculations.

32. 1 2 3 Go!
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33. Please complete the session evaluation We appreciate your feedback and insight Session ID# JDE

34. Thank You !