you've upgraded to jde 9.2, now what? session id
TRANSCRIPT
Session ID:
Prepared by:
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102980
You've upgraded to JDE
9.2, now what?
How to get the most our of your
upgraded JDE
04/09/2019
Mohammad Shujaat
Senior Associate
Grant Thornton
Agenda
Introduction
Get Your Head Above Water
Map Out Your Journey
Put the Tools to Use
Modernize your Integrations
Effectively Alert & Analyze Users
Automate Processes
User Experience
Dream Big
QA
Executive summary
Mo is a Senior Associate with Grant Thornton in the Technology Solutions practice. He has over 5 years of consulting experience, across a diverse set of companies and industries. Mo's
experiences include hands on management and implementation of ERP software packages, business process reengineering and system architecture design. Mo is passionate about using JDE
usability tools and orchestrations to provide customers with creative and unique solutions which help progress them on their digital journey. Mo is also experienced in blockchain solutions and
has implemented machine learning solutions with JDE
He has experience with the processes and configuration of the JDE Distribution and Manufacturing modules, specifically with the, Procurement, Sales, Inventory, Advanced Pricing, Shipping,
Discrete Mfg, MTO Mfg, and Transportation. Mo also has experience with multiple releases of the software, web services, and warehouse data collection. Prior to joining Grant Thornton
Consulting, Mo was an experienced consultant at a Oracle Partner
Education
Bachelor of Science in Information Systems and Analytics, Miami University of Ohio
Mohammad ShujaatSenior Associate, Business Applications
Cincinnati, OH
• Data Collection
• Third Party Logistics
• Inbound / Outbound Transportation
• Machine learning
• Blockchain
• Construction & Building
Materials
• Automotive Parts
Manufacturing
• Metals Components
Industries
• Consumer Products
• Retail
• Metals and Mining
• Mineral Exploration Drilling
• REST integrations
2
About Grant Thornton
4
Office locations
Reach
Our services
59 offices spread across 30 states and Washington D.C.
Serve 36% of companies on the
2017 Fortune 500 list and 25% of
companies on the Russell 2000 list
• Assurance • Tax • Advisory
PeopleMore than 8,500 professionals in the U.S.
Partners594 partners serving more than 8,000 clients in the nation
RevenueGT U.S. net revenue equals $1.74 billion
stats are as of 07/31/2017
Our Oracle Practice
5
Find your silver lining
gt.com/silverlining
Stabilize: Get Your
Head Above Water
TAKE A DEEP BREATH!
First & Foremost
Stabilize: Get Your Head Above Water
• Resolve any remaining issues
• Address any immediate post Go Live tasks
• Gather & organize project artifacts
• Conduct an honest & open lessons learned
And Most Importantly:
Strategize: Map Out
Your Post Upgrade
Journey
Map Out Your Post Upgrade Journey
• What are your goals?
Map Out Your Post Upgrade Journey
• Not knowing is ok!
– But its important to find out
1Start a listening campaign to find out what employees believe is preventing them from being more productive
2Use pulse surveys to get what's on top of everyone's mind
3Conduct employee journey mapping exercises to find systemic problems that are more difficult to see
Trends & Common Goals we encounter:
Leverage New Tech to Retire Old Tech
Improve Knowledge Management & Documentation
(Especially around customizations)
Develop & Execute a Mobile Strategy
(Or refocus your current one)
Gain Better Insights & Actions from Data
Improve Customer Experience & Employee
Engagement
Explore the use of Emerging Tech
(Or take existing pilots to Production)
Optimize: Put The
New Tools To Use
New tools In the Toolbox
1 Modernize your Integrations
2 Proactive vs Reactive
3 Automate Processes
4 User Experience
Modernizing Your
Integrations
Modernize Your Integrations
Batch Flat File Integrations
•Reliance on delimited files & FTP Locations
•High Development & Maintenance Costs
•Not Real Time
•Can Hog up System Resources
•Non Existent Error Handling & Notification capabilities
Web services/RTE/XML Interoperability
•Real Time Data Interchanges using XML & Real Time Events
•High Development Costs & Effort
•Limited Error Handling & Notification Capabilities
•Growing requirements & Scalability come at a high cost
•Maintenance requires specialized skillset - JAVA & SOAP
REST & Orchestration Microservices
•Real time data interchanges using JSON over text
•Extremely Lightweight –JSON is just simple text
•No WSDL Required!
•Minimal development efforts due to Orchestration Studio
•Tremendous Error Handling & Notification Capabilities
•Email, Text, Notification, and even a WC Message
•Can be easily & quickly scaled as requirements grow
Orchestrate your integrations
• Orchestrator Connections & Connector Service Requests
– JSON over REST – Greatest thing since sliced bread
• Natively supported by Orchestrator!
• Objects Required:
– Outbound – Connector Service Request
– Inbound – None!
Inbound Integrations (JDE = Receiving System)
Outbound Integrations (JDE = Sending System)
Create Microservices within Orchestrator to execute functions within JDE
Communicate between External APIs/Systems/Databases
Define Inbound parameters to execute orchestrations on
Send Data to other systems to trigger API’s and receive responses
Expose Orchestration as consumable microservices to external systems
Utilize API Response to execute services within JDE
Connect to External RESTful APIs
Connect to External Databases
Connect to other orchestrations or notifications
Connector
Service
Request
Outbound Connector Service Request
18
Receive or Send files via FTP, SFTP, or REST
Inbound Integrations using Orchestrator
19
Proactive vs
Reactive
• Heavy Reliance on daily/weekly/monthly
reports
• Can require the creation of custom UBE’s
• LOE for creation & cost to maintain are high
• Difficult to scale as requirements change
and grow
• Reporting Tools make this easier but still
don’t solve the problem
• Watchlists are trigger based
• 100% User definable
• Easy to maintain and easy to change as
needs grow
• Build thresholds which can save time
• No need to review every single one, only
the ones requiring actions
• Use notifications to get real time
notifications on actionable tasks
Use Watchlists & Notifications to Alert & Analyze
Automation
Automation Journey
Past: Subsystem/Batch automation
•Can hog system resources
•Limited Error handling
•Limited notification capability
•Time consuming to develop & maintain
•Building Decision making capability requires high LOE
Current World: Robotic Process Automation
•Automate rote and repetitive tasks using Bots
•Trigger bots execute actions based on pre defined conditions
•Build in light decision making into RPA process
•Great stepping stone to embedding AI building blocks in your enterprise
•Notify users of exceptions, or actionable items requiring their human intelligence
Near Future: Artificial Intelligence using NLP/ML
•Create AI Programs which can communicate with your customers and employees
•Monitor & Analyze data to find exceptions, inefficiencies, and inconsistencies
•Make decisions based on prior learned events and execute actions
•Replace the decision making workforce with a decision approving workforce
RPA in JDE
• RPA – Robotic Process Automation– Forrester predicts in 2019 RPA will add 500,000 "digital workers" in the US
• Orchestrator is an amazing & free RPA tool!
– Low Code Solution
– Can be used to automate test cases
– Can automate numerous repetitive tasks – Let users focus on tasks that require their skills and intelligence
• Build light decision making and exception handling using Rules
• Examples:
– AP Video
Making progress, every day, on the work employees know is most important is the most critical factor in their ongoing engagement. It’s more important than recognition, meaningful work, and social support.
- Using Small Wins to Ignite Joy, Engagement, and Creativity at Work, Harvard Business Review Press
Form Service Request
Report Service Request
Rules
IF
Rules allow orchestrations to incorporate basic decision making and alternate paths within the orchestration
Gallup Poll on Employee Engagement
17 Years# of years that Gallup has
been keeping track
0# of years employee
engagement has improved
of those 17
32%Percent of US employees
are that report feeling
engaged (involved,
committed, enthusiastic)
“Its All About Experience”
• Life lesson from 2008
– People care about the experience!
• Need to focus on how to improve employee experience
– Why?
• How can JDE help improve User experience
– Enterprise Search – Underrated Feature
– Form Personalization & extension – Underutilized feature
– Notifications
– Composite Application Framework EnterpriseOne (Café One)
Forrester’s EX research shows that many companies improved both customer experience and financial performance with employee- facing technology investments
EnterpriseOne Search
Searching through multiple JDE Forms for information has issues
EnterpriseOne Search allows users to search through multiple tables and business views based on keywords
Café One – Its like multiple monitors
• Café One – Composite Application Framework Enterprise One
– Display 2 or more JDE applications or web pages within one screen
• Dynamically link data from one application to another
Form Personalization
There are 8 Tabs on the P01012 Application that users have to click through – with a total of 82 controls displayed
This can be consolidated and the controls can be reduced by half for most users
Form Personalization
Personalized Menu for AR Roles
Personalized Menu for AP Roles
Menu for Address Book
Dream Big
Artificial Intelligence in JDE
• Orchestrator is the stepping stone to Artificial Intelligence in JDE
– Creates linkage between traditional RPA and Machine learning models on cloud
platforms
– ERP System provides the data to the AI Program
– Machine learning platform makes decisions
– JDE RPA Platform (Orchestrator) executes decisions
• Integrate Natural Language Processing with Machine learning to utilize
chatbots with JDE
– Customer or Employees can ask Chatbot questions
– NLP Engine can decipher and translate and pass the appropriate request to the
Orchestrator APIs
– Provide customer with a response based on orchestration response
Mobility is coming back to the forefront
• Mobile applications are more relevant now than ever before
– JDE has numerous standard out of the box mobile applications
• But they have limitations and don’t meet every customers requirements
• Thee can be downloaded for free on Apple & Android App Stores
• Limited to the functionality that is included, cant be changed, modified or enhanced even
to support standard functionality
• JDE AIS & orchestrator open up new possibilities for Mobile rollout of JDE
– AIS can expose any JDE functionality as an API
– Orchestrator can be used to create JDE functionality as stateless microservices
– These services can be consumed by a mobile app or web page very easily to
provide users with a mobile friendly UI
IOT & Blockchain
• IOT Sensors are becoming commonplace in Warehouses and shop floors
– JDE orchestrator is a native IOT connections
– IOT pilots are starting to hit production environments and showing great promise
• Blockchain
– Blockchain still has a way to go
– The technology is not completely proven out but there are some great use cases
– Will have more updates on this at future sessions as Blockchain plays a greater role
in IT Emerging technology journeys
Summary
Summary
• 9.2 Is awesome but its hard to enjoy to all the features during or immediately
after an upgrade
• 9.2 provides IT departments with the tools necessary to update slow batch
interfaces with real time REST API integrations
• Some of the best 9.2 features are meant to be quickly rolled out microservices
via the orchestrator using little to no code
• JDE 9.2 includes RPA functionality which can be used to improve efficiency and
allow employees to focus on more important tasks
• 9.2 can help improve employee engagement experience with great usability
features in both large and small ways
– Which will have a direct affect on your customer experience and financial
performance!
Questions &
Answers
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Session ID:
Remember to complete your evaluation for this session within the app!
102980