1. Migration Strategy: Impact on Reporting
Session ID#:
Prepared by:
Names: Jen Leatherman, CTB, Inc.
Kristen Bassett, ReportsNow
#JDEINFOCUS
@jleather228

2. A Berkshire Hathaway Company
Celebrating 65 years in 2017
CTB, Inc.

3. Growing Global Company
3,000
Employees
Worldwide 5%
Top-Line Growth
(5-Year Average)
110 Countries
Customer Locations
4 Core Market Sectors
100s of Patents Leadership Through Innovation®
1000+
Dealers and Distributors
7 Business
Units
1 Owner
Berkshire Hathaway
17 Primary Brands
≈$1 Billion in
Annual Sales
CTB, Inc. – A Berkshire Hathaway Company

4. Milford, Indiana Headquarters
CTB, Inc. – A Berkshire Hathaway Company

5. CTB - JDE Journey
Went live on JDE World Software in 1998 with upgrades to A7.3, A9.3 in 2013 and A9.4 in December Beginning development on a migration roadmap to E1.
Currently we have 9 domestic locations on JDE
Monthly consolidated financial reporting also includes 7
foreign entities
We use several third party software packages with JDE.

6. Migration Strategy Global Financial Reporting is required
Foreign Currency would be implemented
Data archiving would be done prior to conversion
Analyze all third party software for compatibility to E1
Migration of existing reports to E1 format

7. Migration Strategy – Reporting Focus
The search for a new reporting system begin in 2015.
Showcase Report Writer & Query had been used since 1998
but no longer met the requirements.
IT resources for creating new reports were very limited.
Showcase was not ‘user-friendly’, was not easily compatible with new operating systems, had limited scheduling capabilities and existing reports would not convert over to E1 during migration.

8. The Path to ReportsNow - Requirements
Must be ‘user-friendly’. We needed a product that allowed users to write their own queries and reports without waiting on IT resources. ■
Must be able to schedule and burst reports.
Availability of user training.
Cost competitive.
Must be able to migrate to E1 in the future.

9. ReportsNow Successes - Before and After
IT staff of 3 created 90% of all reports.
192 different reports running multiple times per week.
Limited internal training
available.
No migration path to E1
38 ‘designers’ in DAS writing reports.
Replaced by two automated reports with bursting.
ReportsNow Academy
available 24-7.
Migration path to E1

10. Kristen Basset Director of Pre-Sales Phone: Email: 720-482-5280
April 2-6, 2017 in Las Vegas, NV USA
#C17LV

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12. Q & A

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