JD Edwards Customer Upgrade Showcase

Eric Maikranz, OracleRob Krauter, MDC HoldingsBeth Zuke, AmwayMatt Patee, ABM IndustriesSeptember 30, 2014

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

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Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

Program Agenda

Introduction, Eric Maikranz, Oracle

Upgrade Experience, Rob Krauter, MDC Holdings

Upgrade Experience, Beth Zuke, Amway

Upgrade Experience, Matt Patee, ABM Industries

Q & A

1

2

3

4

5

MDC Holdings, Inc.

MDC Holdings, Inc.

9.1.3.4 Tools Upgrade

MDC Holdings, Inc.

ColoradoDenver Colorado Springs

FloridaJacksonvilleOrlando South Florida

MarylandNevadaNorthern California

Southern California

PhoenixTucsonUtahVirginiaMaryland

PennsylvaniaNew JerseyDelaware

Washington

15 Divisions in 14 States

• Richmond American Homes• HomeAmerican Mortgage Corporation• American Home Insurance Agency • American Home Title and Escrow Company

MDC Holdings, Inc.Modules Used

• Finance– AP, AR, GL, FA

• Homebuilder– Procurement \ Subcontracts– Inventory Management– Contract\Service Billing– Job Cost– Customized Order Management \ Sales– Homecare

• Work Orders• Service \ Case Management

• 950 users total– About 200 simultaneous

MDC Holdings, Inc.Technology

• Completed Nationwide Rollout of E1 9.0 (8/1/13)• Extensive use of Embedded BI Publisher• SOA \ BSSV Interfaces for:

– Construction Management– HR\PR– Loan Origination– CRM– Website

• From 8.98.4.2 to 9.1.3.4

MDC Holdings, Inc.Why Upgrade?

• Better User Experience• E1 Pages• Breadcrumb Trail• Carousel• Work with Jobs \ Recent Reports Improvements• Better Management of Favorites• Advanced Queries

• Supportability• Performance

• Chrome Browser• Better support for Mobility

• iPad App• Mobility Apps

MDC Holdings, Inc.Project Plan

• Sandbox (11/13)– Developed UPK training materials for navigation and net change.– Reworked all UPK content in 9.1 tools environment for look and feel changes.

• Moved to Development 1/30/14 – Development Freeze put in place until Production– Developed E1 Pages– Developed Change Management Process for E1 Pages– Tested E1 Pages– Applied Pre-Req ESU's to PY on 2/27/14 and Completed DV Special instructions - Caused Issues

• Moved completely to PY on 3/13/14– Trained help desk on common issues expected (ActiveX controls, E1 Pages, Navigation)– Resolved issues caused by pre-req ESU's - see below.

• Targeted Go live on 3/10/14 in PD - Actual Go Live was 3/20/14 due to Month End Close

MDC Holdings, Inc.E1 Pages

• Created over 40 pages • Tested pages in Sandbox, DV and PY before going to PD.• Created new change management process for E1 Pages

– Everything is on a menu….not everything is on a page.– Use of Visio diagram to provide layouts

• Collapsible Menus• Elected to use Task ID instead of Program ID to simplify• Did not use process flow layout because of many roles

– Delegation of .dat file maintenance vs promotion and changes. Storing the latest file in SVN (Change management system)

MDC Holdings, Inc.Lessons Learned

• Need to review MTR’s that impact SOA and BSSV sooner.– 2 Weeks unplanned for retrofitting.

• More extensive testing of Pre-req ESU's– When applied to DV, impact to Production occurred due to existence of new tables.– Difference in Security Behavior caused kernels to drop off line and crashing batch

server.– DD merges overwrote Prod DD custom headings and added records to F9202.

• Better testing of security.– E1 Pages didn’t work without role hierarchy enabled

• More extensive Media Object Testing.– Found individual applications that no longer functioned properly with the

Attachments tab when disabling ActiveX Controls for Chrome Support.

JD Edwards EnterpriseOneUpgrade from 8.12 to 9.1

We Are Amway!• Founded by Rich DeVos and Jay VanAndel in 1959

• Privately held and family owned

• World Headquarters in Ada, MI

• Amway is the #1 Direct Seller in the World

• Over 50+ affiliate markets operating in over 100 countries and territories

• Annual sales of more than $11.9 Billion

• Ranked #28 on the Forbes Magazine 2013 list of “America’s Largest Private Companies”

• 21,000 employees Globally

Our family of brandsWe develop, manufacture and distribute high-quality nutrition, beauty and home care products.

Global Citizenship that’s Purposeful

10th Anniversary10 million children

2.7 million volunteer hours

$190 million dollars

Little BitsAfan Forest Project SunshineKaboom!

About Amway IT

JD Edwards EnterpriseOne Footprint• Amway owns the full suite of JD Edwards modules

• Two separate instances: Corporate:

Supply Chain and Corporate Financials US, Europe, Canada, Costa Rica, Russia, Korea & India Corporate instance is divided into two environments to support India

China & Vietnam Supply Chain

• Over 300 integrations to over 50 instances of 35 applications

• Amway owns E-Business Suite (affiliate markets), OBIEE, SOA Suite, Hyperion, UPK, Golden Gate and more

Upgrade Project Timeline

• Assessment (12/1/2012 – 1/31/2013)• Evaluation and funding (2/1/2013 – 3/26/2013)• Project execution (3/27/2013 – 10/18/2013)

Planning Build 9.1 Dev Finalize requirements Retrofit customizations and integrations

• Testing (10/21/2013 – 1/31/2014)• SIT (system integrated testing)• UAT (user acceptance testing)

• Cutover preparation and Go Live (2/3/2014 – 2/23/2014)

Dec2012

Feb2014

Jan2013

Feb2013

Mar2013

April2013

May2013

June2013

July2013

Aug2013

Sept2013

Oct2013

Nov2013

Dec2013

Jan2014

Mar2014

Assessment

Evaluation and Funding

Planning

Final Requirements

Build 9.1 Dev

Retrofit Customizations and Integrations

UATPrep

Go Live

SIT Testing

Upgrade Best Practices

• Conducted an Upgrade Assessment prior to the project

• Eliminated customizations with core code where possible

• Amway archives annually, archived immediately prior to upgrade

• Unicode conversion 2 TB of data Upgraded Oracle database Created innovative solution using Golden Gate that reduced cutover time from 48 - 72

hours down to 14 hours (standard)

• Migrated from WebSphere to WebLogic

• Utilized UPK for training

• Took holidays, vacations, etc. into consideration during scheduling = happy team

Benefits and Results

• Amway now on JD Edwards 9.1, Tools 9.1.3 – Tech Plus upgrade JDE is the central application supporting Amway’s global supply chain Do no harm while keeping application current

• Eliminated approximately 20% of customizations

• Improved JDE performance – new hardware and Unicode DB JDE is built to run on Unicode

• One View Reporting (OVR) – operational reporting

• E1 pages deployed CNC staff pages Casual user’s home page – Expense Reporting and Requisitions

• Improved disaster recovery processes

• Delivered on time and under budget

JDE 9.1 Upgrade

September, 2014

Matt Patee

IT PMO Director

Contents

• Company Background• JDE Footprint• Project Overview / Timeline• Best Practices• Benefits & Results

22

ABM IndustriesABM is one of the largest facility management services providers in the U.S. and in over 20 international locations. We offer state-of-the-art, dependable building maintenance services cost effectively. Our substantial base of long-term clients demonstrates the importance that we place on building enduring relationships.

23

ABM offers:• Clinical Engineering• Electrical & Lighting• Electrical Testing• Energy Solutions• EV Charging Stations• Facilities Engineering• Home Energy Solutions• HVAC & Mechanical• Integrated Facility Solutions• Janitorial Services• Landscape & Turf• Security• Threat Reduction Services

JDE Footprint

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12 JDE Modules

Integrated Systems

Custom Objects

17

2500

3300 JDE System Users

By

The

Num

bers

Payroll Module:

• 111,000 Employees• 3.5M Pay Advices

Project Overview / Timeline

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Aug 2013

Oct 2013

Mar 2014

May 2014

Jun 2014

Jul 2014

Project Plan Complete Development Complete Promotion to ProductionCharter Approved

Warranty Period EndRequirements AlignedProject Kickoff UAT Complete

• Hardware Upgrade• Upgrade EnterpriseOne 8.12 to 9.1 with tools 9.1.3• Upgrade UPK and custom training content to latest release level for 9.1• Development

o Retire custom modifications where applicableo Retrofit custom objectso Evaluate and update all relevant interfaces with JDEo New employee life-cycle process

Best Practices – Governance Model

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Best Practices – Robust Testing

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CRP

1 Scope - Firm• JDE only• No integration CR

P 2 Scope - Firm

• Full end-to-end• Full integration CR

P 3 Scope – Flexible

• Could be full end-to-end or targeted and will depend on output from CRP 1 & 2

2/17 2/24 3/3 3/10 3/17 3/24 3/31 4/7 4/14 4/21 4/28

On site Testing On site Testing On site TestingFix, repair, retest Fix, repair, retest Fix, repair, retest

Testing Approach:• Unit / Integrated Testing • Mock Conversions• Conference Room Pilots• Post-Promotion Testing

CRP2, By The Numbers:• 143 Testers• 4 Regional Test Hubs• ~3500 Test Cases

Best Practices – Resources

28

The key was to find the “sweet spot” between the use of internal and strong external partners

ABM

ITCo

ntra

ctor

• Significantly lower cost• Less time to ramp-up / ramp-down resources• Improved retention of domain knowledge

• Allows us to take on more projects in parallel• Leverages expertise / experience with 8.12 to 9.1• Enables us to scale resources up and down throughout the

project

• Limits our ability to take on other projects in parallel• With significant resources dedicated to maintenance and

support, we have limited bandwidth to support the upgrade

• Significantly higher cost• Longer-term engagement to address ongoing support• Less “skin in the game”

Pros ConsOptions

Our success was a direct result of:• ABM’s highly-skilled ERP professionals• Strong partnership with CSS• Dedication of our business leaders and users

Results

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Project Success: Completed scope On time Within budget Zero unplanned downtime No significant defects found post go-live No compromise to data / functionality

Long-Term Success: New and improved partnerships Leveraging best-practices for future initiatives

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Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

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