keep your code current or fall out - wordpress.com · 2017-11-15 · and training documentation ......

Keep Your Code Current or Fall Out

June 21st, 2016

Gavin Gormley, Sr. Manager Sales and Supply Chain Systems (Canfor)

Sid Arya, Sr. Manager (Deloitte)

C A N F O R C O R P O R A T I O N

Objectives

Considerations around application of ESUs versus upgrade to the next

version of the application

Mitigate risks for future application and ESU upgrades

Learn about key success factors for the project


Introduction

Gavin leads Canfor’s Sales & Supply

Chain Systems team within Corporate IT

and has extensive ERP implementation

experience.

He has over 20 years of experience in

applications development and support

management with a wide range of ERP

systems including JDE, PeopleSoft, and

Microsoft Dynamics products.

Gavin Gormley

Sr. Mgr, Sales & Supply

Chain Systems

Project Management Team Member

Project EDGE Role:

Sid has over 18 years of consulting

experience that includes ERP

assessments, business process redesign,

net new implementations, upgrades of

ERP Applications, transition planning and

project management.

He has over 17 years’ experience implementing

various releases of Oracle JD Edwards

EnterpriseOne software for companies of all

sizes in countries such as India, Singapore,

Malaysia, Thailand, Philippines, Australia, New

Zealand, USA and Canada.

Sid Arya

Senior Manager

Project Management Team Member

Project EDGE Role:

About Canfor


– Lumber capacity: 6 billion board feet per

annum

– 12 mills in British Columbia

– 1 in Alberta

– 17 operations in U.S. South

Lumber Mills

– 3 - South Carolina

– 1 - North Carolina

– 3 - Georgia

– 3 - Alabama

– 1 - Mississippi

– 1 – Arkansas

Other

– 2 - Laminating Plants -

Arkansas & Georgia

– 1 Re-Manufacturing Mill -

South Carolina

– 2 Chip Mills - Texas & Louisiana

– 6500 employees

Company Profile: Canfor


Pulp and Paper Operations

– 3 Kraft Pulp & 1 Paper mill in central BC + 1 BCTMP mill in BC north

Market pulp capacity: 1.1 million tonnes

Kraft paper capacity: 140,000 tonnes

One of the Largest Integrated Forest Companies

C A N F O R C O R P O R A T I O N C A N F O R C O R P O R A T I O N

Canfor is one of the few primary

lumber manufacturers to offer

products third-party certified to all of

the independent certification

programs in North America

Percentage of

Production

CSA FSC SFI Total

Canadian mills 85% 10% 5% 100%

US mills - - 100% 100%

Our success depends on the well-being of the forests we manage. Through all of our forest management activities, our skilled forest professionals protect:

- Biodiversity- Species at risk- Wildlife- Other Forest Values

A World Leader in Sustainable Forestry

The Journey...


JDE Implementation Phase 1 - Background

Canfor made a strategic decision in 2012 to replace its bespoke legacy applications and

provide a platform that would support expansion, standardization, and unification across its

operations

Canfor implemented version 9.1 of the JD Edwards (JDE) system in July of 2014 to support

its Canadian lumber operations

Key system components support: demand forecasting, production planning, supply chain

management, sales, purchasing, inventory management, transportation planning and

execution, finance functions, and business analytics

The implementation has been tailored to Canfor’s unique and specific needs and closely

integrated with other peripheral products such as Oracle Transportation Management (OTM),

Demantra, Oracle E-Business Suite (EBS), and a number of in-house developed applications


Project Timeline – Phase 1

10

7

6

7

8

28

0 5 10 15 20 25

Total

D

C

B

A

MONTHS

PH

AS

E

Design

Build

Deliver

Operate


11© Deloitte LLP and affiliated entities.

Identifying opportunities to

accelerate configuration and

documentation activities was

particularly beneficial due to the

scope of work:

• Configuring 10 JDE Modules

• Developing 95 JDE WFRICE

objects

• Documenting system

configuration in Design Books

• Developing knowledge transfer

and training documentation

Application Footprint – Phase 1



Canfor has since acquired a number of other businesses in the US South.

The project team continues to explore synergies in design by looking forward to the potential

acquisitions and integrations in the future.

The system was subsequently launched at Canfor’s locations in the south eastern US in

September of last year


Project Timeline – Phase 2

13© Deloitte LLP and affiliated entities.

1

3

4

3

11

0 1 2 3 4 5 6 7 8 9 10 11

Total

E

D

C

B

A

MONTHS

PH

AS

E

Design

Build

Deliver

Operate


EDGE Applications

14

PPTProduction Planning

Tool

DRPDemand Planning

QUOTEAFS

Quotes ApplicationAvailable For Sale

DGSData Gathering System

DEMDemantra Forecasting

.Net Application Oracle Application

JDEJD Edwards ERP

InventorySales Order

Work OrderMaterial Planning

Foundation

GLAPARPO

OTMOracle

Transportation Management

FULFILLMENTQuotes ApplicationAvailable For Sale

EBSEnterprise Business

Suite

iNSELSUSS

Transportation

MP2USS MRO

KronosUSS Payroll

ProcurementUSS

Procurement

USS Application Canada Application

OBIEEBusiness Intelligence

Reporting


Canfor’s Legacy Applications

15

S# Application Purpose Importance to Canfor Final Disposition

1 Kronos Payroll & Garnishments

system

Payroll, HR, and Human

Resource Management

Retained – Integrated with JDE

2 Infor MP2 – Material

Planning

MRO system Mills and Plant manage all Work

Order and Purchase Orders with

this system


3 Log Procurement Log Purchasing and Tract

Management system

Custom application specific to

USS operations Log operations


4 iNSELS – Integrated New

South Express Logistics

System

Trucking Fleet

Management & Backhaul

Invoices

Manages dispatch operations

for Fleet and Drivers (Canfor

employees) including Backhaul

business

Retained – Integrated with

OTM/JDE

5 FAS – Fixed Asset System Depreciation and Fixed

Asset Management

System

Retained – No integration to

JDE – uses Manual JE’s

6 DGS – Data Gathering

System

Lumber Production data

collection

Leverage existing production

data collection investment


7 Koppers Wood Treating

System

Treated Lumber

Processing data

collection

Provide connection of treating

process to availability of

inventory status


through DGS

8 7i MRO System Implementation deferred to

Phase 3

9 ADP Payroll system Implementation deferred to

Phase 3



The system is currently being extended for use in the locations in Alabama, Mississippi,

Georgia, and Arkansas and is expected to be live early in 2017

The focus has shifted from technology to business integration, change management and

adoption as a result of the work done by the project team upfront.

Future expansion plans are also in the pipeline to expand the footprint further


Timeline – Feb 2017 Go Live

Month Apr. May. Jun. Jul. Aug. Sep. Oct. Nov Dec Jan Feb

Week

Starting 4-A

pr

11-A

pr

18-A

pr

25-A

pr

2-M

ay

9-M

ay

16-M

ay

23-M

ay

30-M

ay

6-J

un

13-J

un

20-J

un

27-J

un

4-J

ul

11-J

ul

18-J

ul

25-J

ul

1-A

ug

8-A

ug

15-A

ug

22-A

ug

29-A

ug

5-A

ep

12-S

ep

19-S

ep

26-S

ep

3-O

ct

10-O

ct

17-O

ct

24-O

ct

31-O

ct

7-N

ov

14-N

ov

21-N

ov

28-N

ov

5-D

ec

12-D

ec

19-D

ec

26-D

ec

2-J

an

9-J

an

16-J

an

23-J

an

30-J

an

6-F

eb

13-F

eb

20-F

eb

27-F

eb

Design D. &

FSDs

Anthony Trip

Development

& FUT

Config. &

Design Books

Integration

Testing

UAT (User

Acc. Testing)

Regression

Testing

Performance

Testing

Data

Conversion

Training

Material

Development

End-User

Training

Change

Management

Anthony

Infrastructure

Go-Live

Post Go-Live

Support

Note – Operate Phase is likely to be 13 weeks; includes 7 weeks Deloitte Onsite support and additional 6 weeks support by a Canfor led Support team.

DESIGN / BUILD DELIVER OPERATE

CRP 2

Go-Live

The real thing..


Motives for keeping JDE current

To obtain the most recent product improvements and features

To obtain any security patches and corrections

To ensure supportability and extend product life expectancy – i.e. avoid obsolescence and

maximize the initial software capital investment returns

To aid in compatibility with external dependent software products

To retain valued IT staff members by ensuring their skillsets are maintained current


Costs and Considerations in Applying Updates

Customized add-ons need to be retrofitted to ensure compatibility

Functionality needs to be regression tested – especially where interfaces to external systems

are concerned

Stakeholders (end users) need to invest time and effort to perform testing which can be

perceived as detracting from their main responsibilities

Multiple environments need to be provisioned and maintained

Concurrent development and configuration needs to be carefully managed during the

updating process

System and end user documentation may need to be updated

End users may need retraining

Communications, coordination, release management and rollback plans must be carefully

managed


JDE 9.2 became generally available on Oct 6, 2015

Upgrade Process Simplified Upgrade available for customers moving from 9.0 Update 2 and above

Support for 9.2 Premier Support until Oct 2020, Extended Support until Oct 2023

Support for 9.0.2 to

9.1

Premier Support expiring between Nov 2015 & Mar 2017

Extended Support expiring between Nov 2018 & Mar 2020

New Features

Count of new feature functionality for End User: 30, Developer: 02, CNC: 03

Expanded User Id & password, Simplified UI Navigation (Kiosk mode), Recent Breadcrumbs, Email & Calendar

Integration, CafeOne, Watchlists, User Defined Objects, Media Objects drag & drop, Real time summarization

Internet of Things (IoT) Orchestrator

One View Reporting improvements, One View Financial Statements

Optimized user interface, advanced end user query capabilities, improved IT administration functionality and high

availability and disaster recovery enhancements, BI Publisher: Improve the formatting and delivery of output with

pixel-perfect output.

Web Services: Interface with other technologies in a standardized toolset.

Performance Enhancements – code optimization and database enhancements

New Modules

Released

New Mobile Applications, Advanced Job Forecasting, Outbound Inventory Management, Rental Management

9.2 Initiatives Upgrade Workshops run by several Oracle business partners across North America

Fastest Upgrade Contests by Oracle

More Information LearnJDE.com, UpgradeJDE.com, Oracle.com, Support.Oracle.com

Social Media #AskJDEdwards, #JDEIdeas

JDE 9.2


Electronic Software Update (ESU) vs. Upgrade to 9.2

ESU /

Upgrade

Current State Effort Required By Regression Testing

Effort

Re-Training Future State Impact of Decision

ESU • Significantly

behind on

ESUs

• Last discussion

around applying

ESUs was in

Oct 2014

• Since then 21

new baseline

ESUs have

been released

• Finance module

is now being

fully used by

Canfor

930 hrs.

retrofit

and UT

for 25

identified

objects

• CFP

• CSP-East

• CSP-West

• CFP

• CSP-East

• Approximately 200

person hrs. effort

for CFP

• Approximately 100

person hrs. effort

for CSP

No requirement for

Re-training

• Become current

with ESUs and

delay upgrading

to 9.2 to a later

point – see slide

3 for schedule

options

• Premier support

will end by Mar

2017

• People - Less resource intensive

and focused on the objects that the

ESU touches ~ mainly the Finance

module

• Process – No change to any

existing processes

• Technology - Be current with all

code optimizations and ESUs that

have been released by Oracle

• Technology - Canfor will not have

options to use some of the newer

functionality available with 9.2 such

as iOT Orchestrator. Real Time

Summarizations, Interactive

Finance Integrities etc.

JDE 9.2

was

released on

Oct 6, 2015

• Canfor is

running Apps

9.1 (Tools

9.1.4)

• No business

driver for an

upgrade except

the need to be

current with the

latest ESU’s

1500 hrs.

retrofit &

UT for 39

identified

objects

• As above • As above • Re-training on

new user interface

will be required for

Canada, CSP-

East.

• Based on previous

upgrades the

retraining program

may require 2

weeks of instructor

led training

• New UPKs will be

required for

navigation and

interface changes

• Depending on the

schedule of

implementation

chosen may be

required by CSP-

West

• Be on the latest

JD Edwards

release (Apps

9.2, Tools 9.2)

in 2016 and be

able to utilize

the new feature

/ functionality

during the CSP-

West

implementation

• Premier support

extended to Mar

2020

• People - Will require extensive

involvement from business

resources to adequately test the

system, project management to

plan, cutover, go live and post go

live support

• Process – potential changes in

process based on evaluation of net

new functionality and existing pain

points

• Technology - Be current with all

code optimizations and ESUs that

have been released by Oracle

• Technology - Gives Canfor the

ability to utilize new feature /

functionality that is available in 9.2

• Technology - Bleeding edge of

technology - unable to predict

environment stability


Canfor’s Decision: Version Upgrade vs. Apply ESU

Canfor’s decision was based on a formal analysis weighing the costs, benefits, and risks of

two primary options

Implicit tertiary option was quickly discounted – i.e. do nothing now and postpone until later

Upgrading and maintenance are not mandatory, however, based on the motives stated

previously, they are usually preferable

Maintenance is effectively inevitable – especially for a critical business system, the decision

is not “if” it is simply “when”

How many of you have faced (or are facing) the decisions of Upgrade vs. Patch and what

timing makes sense?


Key Success Factors

Business continuity and system reliability

Maintenance of balance between adequate testing and minimized end user disruption

Code base control during parallel development

Dedicated team members to focus on the ESU retrofit

Achievement of the previously stated objectives:

– Improved system security

– Future compatibility/supportability

– Maintenance of IT staff skill currency

Preparedness for future upgrades – i.e. a reusable plan based on this experience

Budget and timeline adherence

Holistic and strategically considerate IT Governance


Questions & Answers

Thank You!!!

keep your code current or fall out - wordpress.com · 2017-11-15 · and training documentation ......

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