1. Purge-it! USP's, pre-sales process & helping the customer to decide

2. Unique selling points of Purge-it!

3. The only JD Edwards-specific purging and archiving solution
Ease of install
Ease of configuring
Ease of use
Ease of accessing audit data
Ease of reversal
No new interface to learn
No 'new pane of glass'

4. An Oracle Validated Integration, specifically designed for each release of JD Edwards
Separate code base per JDE release
Accounts for technical changes
Accounts for functional changes
OVI'd at 9.0, 9.1, 9.2

5. Purge-it! is platform, database, tools-release and web-stack independent
Upgrade or change hardware? No need to upgrade Purge-it!
Upgrade or change database? No need to upgrade Purge-it!
Upgrade Tools? Purge-it! still works
Change webstack? No problem
Purge-it! interfaces via the middleware and APIs

6. You can archive between platforms
e.g. AS400 to MS SQL
Just by using Purge-it!
OCM’s and Database Data Sources are your friends!
Archiving from AS400/DB2 to Wintel/MS SQL?
Just a different DBDS

7. All processes are carried out within the one job
Select
Validate
Purge
Archive
Summarise
Audit

8. Pre-defined standard Purge-it! modules
No code needed
No SQL needed
No database knowledge needed

9. Configuration is performed completely within the JD Edwards Toolset
No package builds and deploys required for running
Configure in Batch Versions
Configure with Processing Options
Configure with Data Selection
Custom table requirements all handled dynamically

10. Routines process ‘by document’
Use Transaction Control Processing
Maintains data integrity
Never part-purge a document
Allows easy cancellation and reversal

11. Full interactive audit trail, at Document level
Shows what HAS been archived
Shows what HASN'T been archived
Shows WHY it hasn't been archived
JDE tables
JDE apps

12. Choice of archiving formats
SAME environment to access the archive
Within Production
FYK Archive tables
PYK archive applications
SEPARATE environment to access the archive
From separate archive environment
Standard JDE tables
Standard JDE applications

13. Performs summarisation during the purge and archive routine
On a transaction-by-transaction basis
Even un-summarises during the reversal
Also on a transaction-by-transaction basis
Available for the General Ledger and Inventory modules
Ensures data integrity between detail and balance tables
Maintained at all times
Before, during and after
Both the purge and archive and reversals
Allows visibility of overall movement of account/item/period

14. A quote from Oracle
"E1 tables should ONLY ever be populated via E1 applications and middleware”

15. Unique benefits of Purge-it! being built in the JD Edwards toolset
Uses Order Activity Rules for status checking
Uses Company Master and Date Patterns for dynamic date tracking

16. Developed in accordance with the Oracle JD Edwards Development Standards
Looks
Feels
Acts
...just like JD Edwards

17. Always uses the latest JD Edwards middleware/Tools that you have installed

18. Uses UBEs Well-established Standard JD Edwards process
Standard for accessing and processing bulk EnterpriseOne data

19. Developed within its own Partner Reserved System Codes
Will never conflict with
Any standard JD Edwards software
Any custom software that you have created

20. All of the Purge-it! objects are standard JD Edwards objects
Identified within the Purge-it! Partner Reserved System Codes
Fully integrates into JD Edwards as another module

21. All of the benefits of UBE's
Batch Versions
Processing Options
Data Selection
A simple single process to execute

22. Uses C Master BSFN’s Fast Efficient Single process
Oracle are rewriting their UBE's like this

23. Familiar and standard JD Edwards System Admin tools
Administer Purge-it!
Administer your archive database
Administer your archive environment
OCMs
Database Data Sources
Object Management Workbench
Package Builds
Menus
Security
etc.

24. Put the purge and archive routines on the JD Edwards Scheduler
Purge-it! Date Offsets
Dynamically move your cut-off dates
Every time the purge and archive routine is run

25. Additional Purge-it! features
No table locks required
No system down-time required
Run day or night
Run when users are on or off the JD Edwards system

26. Data integrity is maintained at four levels
In the transaction
In the document
Between related documents in the same module
Between related documents in different modules

27. Very shallow and a very quick learning curve
Less than 15 hours of consultancy to become a Purge-it! expert!

28. Customers switch from their complicated generic archiving solutions
To Purge-it!
Others are:
Very technical
Require technical internal resources
Or, require external consultants
Don't inspire confidence

29. Very high customer satisfaction levels
Implementation
Project
Post-project support
100% customer-retention level
People don't move to another solution
Also very happy with the people and levels of service

30. All Purge-it! purge and archive routines have
Full-reversal processes
Partial-reversal processes
Transaction-level reversal processes

31. Continuous product improvement programme
Enhancing the Purge-it! software
Based on our own strategy
Based on suggestions from our customers

32. ‘KlikITWeb’ - Download the Purge-it!
Software
User Manual
Access to the Purge-it! Knowledge Base
Purge-it! whitepaper information

33. Purge-it! is so easy to use
‘self-install, self-train, and self-operate’ option
Tight-budget
Available staff
Do not need any consultancy
Year-on-year sustainable solution

34. Pre-sales process - Key steps

35. Qualified

36. Data Analysis
Determines modules
Provides info for demo

37. Demo Engage in detail, with all the team
Find reasons they want to archive
Discuss the data analysis
Hopefully have budget holder on there
Build the relationship

38. Closing
Addressing concerns
Comparisons if competitive situation

39. Helping the customer to decide
Pick up on their drivers
Address any doubts
Sometimes can't make them decide
5 years and still deciding
Sometimes decide on their own
Purchase Order arrived before they told us
Try to find a positive advocate
Work with them to sell internally

40. SPIN
Situation
Problem
Implication
Need