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“The Advanced Specialization status reaffirms SYSTIME’s leadership in supporting the JD Edwards EnterpriseOne product line. It is an outstanding achievement for SYSTIME to achieve Advanced Specialization for JD Edwards EnterpriseOne Financial Management, Distribution and CNC. They are a trusted advisor to the JD Edwards community at large and we have a successful track-record working together. We appreciate their commitment to Oracle and look forward to more joint successes in the marketplace.” — Judson Althoff SVP, Worldwide Alliances & Channels, Oracle

“As a strategic partner, SYSTIME has exceeded our expectations as a global JD Edwards & Oracle Fusion Middleware specialist. By allowing our people to focus on strategic initiatives, they have helped Praxair do more with less and facilitate strong business growth.“ — Marc Franciosa CIO C Praxair, Inc

Y “With SYSTIME’s deep understanding of CM Diversey’s global MY business processes,

CY JD Edwards knowledge

CMY and their localization experience in Latin K America, we gained greater visibility into our business operations and enhanced our “SYSTIME is a valued, high performing “Windsor Foods - the leading ethnic JD Edwards footprint in business partner. They’ve demonstrated frozen food manufacturer in the US - has 8 countries including strong cost savings for Tredegar’s Global been using SYSTIME’s Global Delivery Argentina, Mexico, and Rollout, Upgrade, and Ongoing Support Model for the last several years to Brazil.” of JD Edwards using their SYS-on-TIMETM expand capabilities and agility in a cost methodology and Global Delivery effective manner. SYSTIME’s expertise — Brent Hoag Model.” and methodology assured that our VP & CIO JD Edwards EnterpriseOne 9.0 upgrade Diversey, Inc was 100% on schedule and budget.” — Steve Holliday — Stephan Henze Director Business Excellence & Global IT VP - IT Tredegar Film Products Windsor Foods

www.systime.net [email protected] Copyright @ 2011 SYSTIME. All Rights Reserved. SYSTIME is a registered trademark of SYSTIME. Other names may be trademarks of their respective owners. ORACLE.COM/PROFIT

THE EXECUTIVE’S GUIDE TO ORACLE APPLICATIONS

JD EDWARDS SPECIAL EDITION 2011 “WE’RE MAKING BIG INVESTMENTS TOWARD SIMPLIFYING MOVEMENT FROM RELEASE TO RELEASE—AND IMPROVING OUR CUSTOMERS’ ONGOING RETURN ON INVESTMENT IN OUR SOFTWARE.” — LYLE EKDAHL, ORACLE GROUP VICE PRESIDENT AND GENERAL MANAGER, JD EDWARDS BACK IN THE USA Oracle’s JD Edwards solutions help United Streetcar get domestic manufacturing back on track

PARTNER SPOTLIGHT WTS AND CSS: PUTTING IT ALL TOGETHER BEYOND COST NUCLEUS RESEARCH ANALYST REBECCA WETTEMANN ON ORACLE’S JD EDWARDS APPLICATIONS

Chandra Brown, President, United Streetcar

PA11_JDE_Cover.indd 1 7/5/11 1:33 PM These days, everybody’s looking for more. More customers. More ways to win. More value. More everything.

But getting more isn’t easy—not today. Because everyone’s hungry. You have to think smarter, move faster, and collaborate better to come out on top. That’s where Deloitte’s alliance with Oracle comes in. Deloitte can help you implement Oracle solutions that are built to work, right out of the gates.

So you can get to more—faster. Deloitte & Oracle

As used in this document, “Deloitte” means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

Heavy Manufacturing editorial

editor in chief Aaron Lazenby 20 Back in the USA [email protected] United Streetcar reignites light rail managing editor Jan Rogers manufacturing in the United States with contributing editor Blair Campbell Oracle’s JD Edwards solutions. managing editor, profit online Marta Bright contributing Writers Carol Hildebrand, Alison Weiss —By Alison Weiss Senior Creative Director Francisco G Delgadillo

design director Richard Merchán

production Designer Sheila Brennan

contributing Designer Jaime Ferrand

publishing

publisher Jeff Spicer [email protected]

production director and Jennifer Hamilton associate publisher [email protected] +1.650.506.3794

Senior Manager, Audience Karin Kinnear Development and Operations [email protected] +1.650.506.1985

advertising sales

associate publisher Kyle Walkenhorst [email protected] +1.323.340.8585 Cover: Bob Morris Northwest and Central u.s. Tom Cometa [email protected] Editor’s note +1.510.339.2403 2 Growing Enterprise southwest U.S. and LAD Shaun Mehr [email protected] It’s been one year since Profit’s first product-focused +1.949.923.1660 special issue, and Oracle’s JD Edwards application Northeast u.S. and Emea/apac Mark Makinney families are still coming on strong. —By Aaron Lazenby [email protected] +1.805.709.4745 viewpoint Mailing-list rentals Contact your sales representative. 6 Beyond Cost A new report from Nucleus Research finds five other reasons customers choose an ERP solution. —By Rebecca Wettemann Profit magazine customer service [email protected], +1.847.763.9635, fax +1.847.763.9638 Partner Spotlight Privacy 9 life in the Fast Lane Oracle Publishing allows sharing of our mailing list with selected third parties. If you prefer CSS connects JD Edwards World that your mailing address or e-mail address not be included in this program, please contact instances for global bowling customer service at +1.847.763.9635, fax +1.847.763.9638, or [email protected]. supplier. Plus, WTS hosts a JD The content contained in this publication is for informational purposes only and may not be Edwards EnterpriseOne solution for incorporated into a contract or agreement. R.L. Polk & Co. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. No part of this publication may be reprinted or otherwise reproduced without permission from the editors. Oracle does not provide any warranty strategic roadmap as to the accuracy of any information provided through Profit: The Executive’s Guide to Oracle Applications. PROFIT: The Executive’s guide to oracle applications IS PROVIDED ON AN “AS IS” BASIS. ORACLE 15 the New Era of ERP EXPRESSLY DISCLAIMS ALL WARRANTIES, WHETHER EXPRESS OR IMPLIED. IN NO EVENT SHALL ORACLE BE Changing times and technologies LIABLE FOR ANY DAMAGES OF ANY KIND ARISING FROM YOUR USE OF OR RELIANCE ON ANY INFORMATION PROVIDED HEREIN. The preceding is intended to outline our general product direction. It is intended for offer new opportunities for Oracle’s information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any JD Edwards customers. material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, —By Aaron Lazenby release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

p r o f i t j d e d w a r d s s p e c i a l e d i t i o n 1

PA11_JDE_TOC.indd 1 6/29/11 1:56 PM EDITOR’S NOTE

Growing Enterprise

This time last year, we decided to create semiregular special issues of Profit focused specifically on individual Oracle application product lines. The premise was that with the increasing breadth of Oracle’s product offerings, it’s hard to devote enough

pages in the regular issue of Profit to address the interests of all our readers. We selected Oracle’s JD Edwards as the first special subject because I believed (and this was confirmed by JD Edwards executives at Oracle) that the application’s loyal community of users would appreciate the attention—and that the product they used occupied a special, almost niche area in the Oracle portfolio reserved mostly for certain market segments or industries. If that was ever true (and I’m not above admitting that it was a figment of my own ignorance), it doesn’t sync with what I’ve learned in the process of editing this special issue. The companies that use Oracle’s JD Edwards products come in all shapes and sizes, serving customers across town and all over the world. The solutions they use are deeply integrated with Oracle’s overall enterprise systems strategy, and must evolve in parallel with new technologies and new ways of doing business. Compare, for example, the cover story about JD Edwards customer United Streetcar and the partner spotlight on QubicaAMF. The former is using JD Edwards EnterpriseOne software to focus on domestic manufacturing—the system must be able to source materials from and report information about U.S.-based suppliers to meet “Buy America” requirements. The latter is using JD Edwards World to synchronize parts built in factories all over the globe to deliver a seamless experience for the customer. And in my interview with Lyle Ekdahl, group vice president and general manager of Oracle’s JD Edwards product family, Ekdahl mentions how his team is working on mobile apps to extend JD Edwards functionality beyond the datacenter out to the point of interaction. He also talks about how JD Edwards software and Oracle Fusion Applications are growing closer together, and how Oracle’s hardware business will bring new performance benefits to users. With all this activity, it’s easy to see why the JD Edwards user community is excited about the software they use and support. And with all the amazing growth within the JD Edwards team at Oracle, I’m looking forward to

the stories we’ll tell next year. bob adler

Aaron Lazenby Editor in Chief, Profit [email protected]

2 p r o f i t : t h e e x e c u t i v e ’ s g u i d e t o o r a c l e applications

PA11_JDE_EdNote.indd 2 6/28/11 5:02 PM Extended JD Edwards Services across EMEA

EMEA wide JD Edwards Projects

When you decide to extend your JD Edwards ERP system to and across Europe, Middle East and Africa you still have to face local business and cultural differences from one country to the other in terms of accounting methods, fiscal reporting, taxation, logistical requirements, language support, legal requirements.

To overcome these obstacles you often end up with a complex and time consuming business relationship with several companies and you are confronted with new problems such as different contacts and different contracts, different skill- levels of consultants, complex project management.

The Solution

However, meeting your expectations for an efficient roll out and a profitable solution is largely dependent on the consultants´ ability to understand the diversity of local markets and cultures, align processes across borders and turn them into a profitable global solution - an expertise difficult to identify in any single company.

With the largest number of experienced local consultants across EMEA, InOne Europe offers you an efficient EMEA wide roll out with just one cont(r)act. And for the whole lifecycle of your JD Edwards application, InOne offers you complete end to end services – EMEA wide, in each country you need.

InOne Europe

InOne Europe provides implementation and deployment of Pan-European JD Edwards ERP solutions. The company was established in 2000 by the formation of leading JD Edwards partners across Europe into a unique EMEA wide business partnership, in direct response to clients request‘s for a one-stop choice for international projects and services in the JD Edwards system environments.

InOne Europe that means InOne Europe AG

• more than 400 successful projects Rheinstr. 4 E • more than 400 high-qualified local JD Edwards D-55116 Mainz, Germany EnterpriseOne / JD EdwardsWorld consultants in EMEA Phone: +49 6131 5848-510 • more than 2.000 man-years of JD Edwards Enterprise Mail: [email protected] One / JD Edwards World experience www.inone-europe.com

Oracle and Java are registered trademarks of Oracle and/or its afﬁliates. Other names may be trademarks of their respective owners. Oracle JD Edwards Partner Case Study

Riding to Global Growth Partnering with SYSTIME, Trek Bicycle Corporation uses JD Edwards solutions from Oracle® to support rapid expansion into new regions.

stablished in 1976 as a small business Obstacles to Growth support, the JD Edwards EnterpriseOne-based operating out of a red barn in Waterloo, Trek Bicycle Corporation is a major bicycle and solution from SYSTIME enabled the perfect inte- Wisconsin, Trek grew into a multimil- cycling product manufacturer and distribu- gration between Trek’s business-to-business and lion dollar global enterprise, with sales, tor under brand names Trek, Gary Fisher, point-of-sale systems, business intelligence, and purchasing,E warranty, warehousing, and finance demand planning. It also enabled the solution to Bontrager, Klein and until recently, LeMond operations expanding into Europe and Asia Racing Cycles. Trek bicycles are marketed be rolled out easily in any new geography. Pacific. As the company grew, Trek needed help through 1,700 dealers across North America, “One of the key reasons that we determined subsidiaries in Europe and Asia, and distribu- JD Edwards EnterpriseOne 9.0 was necessary tors in 90 countries worldwide. for Trek Bicycle Corporation was the need to get Although Trek was growing successfully, ex- to a current base that was usable globally,” says ecutives had limited abilities to view and analyze Bryan Turner, IT Global ERP Manager at Trek. the entire global business. The business was “We needed to work with different language spending too much time managing operations on sets, as well as localizations, and we wanted to multiple systems, and both time and cost were take advantage of JD Edwards EnterpriseOne devoted to updating, maintaining, and synch- 9.0’s user-friendly interface. It also helps with the ing data. Disparate legacy enterprise resource integration to other applications that work with planning (ERP) applications and a fragmented the ERP system, because we all know the ERP chart of accounts led to operational inefficiencies, system is the backbone of any corporation, and which increased unnecessary costs. In line with needs to work with current technology.” its recent expansion into Asia, Trek required an The Trek-SYSTIME team was able to roll out ERP solution for Asia that could be closely inte- the system to Japan, as the first in a series of grated with the instance of Oracle’s JD Edwards Asia Pacific countries, within a very aggressive EnterpriseOne Xe that was already implemented timeframe, due to its understanding of Japanese in North America and Europe. Flawless master localizations and capabilities in the latest tech- data management and the transfer of financial nologies leveraging Oracle SOA Suite 11g. Using information from the JD Edwards EnterpriseOne SYSTIME’s Global Delivery Model, the project 9.0 system were vital. was controlled end-to-end while incorporating analysis, design, development, conversion, and Bryan Turner, Trek IT Global ERP Manager The Selection Process support. The full suite of Oracle’s JD Edwards To aid in the JD Edwards implementation, Trek EnterpriseOne 9.0 modules was implemented in updating its operational and financial systems sought a world-class team with the global exper- successfully through a collaborative, focused to keep pace with the expansion. tise to deliver a solution rapidly at a competitive change management approach. The leadership Building on their close and trusted cost. Trek chose to partner with SYSTIME, whose of the Trek-SYSTIME team minimized scope relationship, Trek partnered with SYSTIME to end-to-end approach incorporated Oracle’s creep, with transparency remaining a priority implement Oracle’s JD Edwards EnterpriseOne JD Edwards EnterpriseOne 9.0 in Asia and used throughout the project lifecycle. 9.0 and their in-house business-to-business Oracle SOA Suite 11g as the integration platform system, as well as business intelligence and between the JD Edwards EnterpriseOne system Reaping the Business Benefits demand planning. As a result, Trek was able and other subsystems used by Trek. Driving The Trek-SYSTIME team implemented and inte- to cut unnecessary costs and build a strong superior financial data and supply-chain visibility grated JD Edwards EnterpriseOne 9.0 on time technology foundation for future expansion. with accelerated sales along with warranty and within budget while accommodating Trek’s unique requirements. Trek was able to achieve The solution also delivered superior re- tions knowledge, and SYSTIME knew how to a number of business benefits as a result of porting capabilities: Company stakeholders no leverage the best practices for rapid deploy- the implementation, which standardized and longer needed to wait for detailed financial in- ment specific to each country. Together, we simplified international business processes. formation. Following the go live, this data was created a winning partnership—one that Trek reduced system maintenance costs made available in real time, making accurate will mark the beginning of an exciting new by decommissioning its legacy ERP and sales trend analysis and forecasting possible. future for Trek.” supporting systems. With a common server and consolidated hardware, the business also saved on application support costs. The “Trek had the operations knowledge, and business improved sales using JD Edwards EnterpriseOne 9.0’s on-hand, committed in- SYSTIME knew how to leverage the best practices for ventory display features. Trek could accurately monitor manufacturing, sales orders, and rapid deployment of JD Edwards in eight countries. inventory while configuring valuable customer information such as preferences and custom- Together, we created a winning partnership.” ized discount structures through the advanced – SYSTIME CEO Vishal Grover pricing module. Strengthening the sales team’s capabilities in this way brought higher Finally, the solution provided a foundation for Future Plans returns and more satisfied bike dealers. future roll outs. Trek eliminated more than 50 After rolling out Oracle’s JD Edwards The Japan sales team was finally able to percent of its customizations in the service EnterpriseOne 9.0 in Asia, Trek plans to roll focus on value-add sales, while JD Edwards and warranty modules. By leveraging existing it out globally over the next few years. “JD EnterpriseOne 9.0, linked to Trek’s internal functionality within JD Edwards EnterpriseOne Edwards EnterpriseOne has been around for best-in-class business-to-business site, 9.0, the business has the ability to upgrade so long that it is stable, and it adds value in enabled bicycle dealers to place orders on their systems in North America and Europe by many ways,” says Turner. “Used with Oracle’s own. This was absolutely vital to the project’s implementing the model designed for Asia. service-oriented architecture solutions, it plays return on investment. This new system enabled nicely with all the applications that need to be Trek to achieve record-breaking sales with no The Benefits of a World-Class integrated with the ERP. We feel that JD manual intervention required during Japan’s Implementation Team Edwards EnterpriseOne 9.0 is on a stable Golden Week in May 2011. Although the IT project was completed on curve, and we feel prepared to implement In terms of data, when Trek used Oracle time and within Trek’s budget, it did not Oracle Fusion Applications down the line.” SOA Suite 11g, it was able to synchronize compromise on quality. SYSTIME was able to Turner plans to use SYSTIME as Trek’s key master data between the existing JD Edwards leverage in-depth technical expertise, superior service provider within the ERP space, and he EnterpriseOne Xe system in North America/ knowledge of Asian markets, and its experi- believes in SYSTIME’s ability to work hand- Europe and the new JD Edwards Enter- enced, tested Global Delivery Model. And with in-hand with Trek to deliver superior project priseOne 9.0 technology in Asia, driving Oracle’s JD Edwards EnterpriseOne 9.0, the results. “SYSTIME brought subject matter consistent financial account and product business gained a full suite of modules and expertise that we did not have internally, and information. In addition, one of team’s most a robust ERP system. we added the business knowledge. This made significant accomplishments involved elimi- “SYSTIME was able to bring several for a solid partnership that delivered a very nating duplicate data entry. The JD Edwards different facets to our projects,” says Turner. good solution for the business,” says Turner. “If EnterpriseOne solution secured a single “Setting expectations and working within you are looking for a partnership within the JD point of truth, and Trek expects annual budget constraints, their leadership helped Edwards space to meet global needs in a cost- productivity to rise by 10 to 20 percent as us produce solid project plans that we could effective and timely manner, you will not find a a result. rely on. We would not be able to achieve better partner than SYSTIME.” z “We have been able to create a global chart the timelines or the project results that we of accounts, which allows us to better report expect without the relationship.” on data and also has enabled us to roll out SYSTIME Chief Executive Officer Vishal Contact the software to new regions more easily,” says Grover says Trek and SYSTIME’s collabora- SYSTIME is the largest JD Edwards practice Turner. “For example, we just rolled out Sweden tive approach to the project was the key globally, and an Oracle Platinum Partner. within four months, which is unheard of, and it to its success. “SYSTIME’s Global Delivery was something that we would not have been Model was instrumental in Trek quickly For more information on the company able to do without the JD Edwards Enterpris- deploying JD Edwards in eight countries in and its services, contact [email protected] eOne software.” Europe and Asia Pacific. Trek had the opera- or visit www.systime.net Viewpoint By Rebecca Wettemann

Beyond Cost Five reasons customers choose JD Edwards EnterpriseOne

At Nucleus Research, we’ve seen a lot of itself. Nucleus found that many JD Edwards EnterpriseOne cus- interesting changes in the midsize enterprise tomers were attracted by JD Edwards EnterpriseOne’s reporting resource planning (ERP) environment over capabilities and the ability to rapidly build and deliver reports the past few years. As Microsoft has extended on current transactional data. Having all operational data in the capabilities of its acquisitions, vendors one system, being able to access it via the Web, and being able such as Oracle have increased their focus on to use Oracle’s business intelligence solutions on top of JD applications that suit the budget and resource Edwards EnterpriseOne to do even-more-sophisticated analysis appetites of midsize IT departments. Cost is often a big factor were additional reporting advantages perceived by customers. in midsize ERP decisions, and companies have a lot of choices, Staff availability. Midsize firms are often challenged to attract and from vertically focused point solutions to midtier applications retain qualified IT staff. Companies that have struggled through to full ERP suites. ERP deployments that need to be implemented, supported, and As part of Nucleus’ ongoing investigation into the ERP changed by consultants know the value of having onsite staff with strategies of growing midsize organizations, Nucleus analysts the requisite skills. JD Edwards EnterpriseOne customers felt that looked into the decision process of companies that had moved it was easier to source and hire effective IT professionals with from a point or midtier application to Oracle’s JD Edwards experience in JD Edwards EnterpriseOne than it was sourcing EnterpriseOne. We wanted to learn about their experiences, professionals with experience in other midtier products. the factors impacting their decisions, and their perceptions Partner and vendor support. ERP does not run on software about JD Edwards EnterpriseOne versus other applications. Our alone, and companies carefully evaluated vendor investment findings were published in Report L33, Anatomy of a Decision: and vendor and partner support as part of their application Oracle JD Edwards EnterpriseOne, which is publicly available on decision. Many felt that JD Edwards representatives and their the Nucleus Research Website at nucleusresearch.com. In short, partners had a more professional and complete operation; were we found that there were five factors driving decisions to buy more available for ongoing queries if problems developed; JD Edwards EnterpriseOne: functionality, reporting, staff avail- and, frankly, did less finger-pointing when a customer had a ability, partner and vendor support, and references. problem—all leading to better deployments and faster support Functionality. We found that many customers that chose JD case resolution. An additional differentiator in the eyes of many Edwards EnterpriseOne had previous experience with another customers was the availability of Oracle subject matter experts ERP application and, based on that experience, believed they who would be accessible if they had questions or challenges needed to move to a solution with deeper functionality to with JD Edwards EnterpriseOne or other Oracle applications. support their business processes. More-applicable modules; References. Not surprisingly, we found that references played a support for more-complex SKUs and inventory controls; and, strong role in JD Edwards EnterpriseOne customers’ decision- more generally, the ability to support future growth were all moti- making process. Of course, positive references are important, vations for choosing JD Edwards EnterpriseOne. In fact, more but for JD Edwards EnterpriseOne customers they were often than one customer considered the investment in JD Edwards helpful in validating whether functionality in products existed EnterpriseOne a way to position for growth—either through for their specific industry or process, or what was available out acquisition or by being acquired—and felt that having a top-tier of the box versus what might have to be customized (and thus system was a big differentiator. Of course, those companies that be more costly to maintain). could take advantage of Oracle Business Accelerators found their As midsize companies grow, their enterprise application needs capabilities an attractive way to accelerate time to value. and demands change. We found that companies that chose JD Reporting. Old ERP was about recording transactional data. Edwards EnterpriseOne gained greater visibility and control over Today’s ERP is about being able to analyze that data quickly in key business processes and that their investment made them a meaningful way to make better decisions for the business. better positioned for the future. <> Buyers approach ERP with this in mind, and evaluate how they

can extract and report on data as much as on the application Rebecca Wettemann is vice president, research, at Nucleus Research. Nucleus Resea r ch

6 p r o f i t : t h e e x e c u t i v e ’ s g u i d e t o o r a c l e applications

PA11_JDE_Column.indd 6 6/30/11 11:55 AM Oracle JD Edwards Partner Case Study The Benefits of a Single Instance Yamana Gold achieves efficiency with Oracle® Platinum Partner iSP3’s mining industry solution

amana Gold is a Canadian-based gold After working successfully with iSP3 on company has access to one single data source, producer with several mining properties a prior IT engagement, Yamana Gold execu- which simplifies financial consolidations, reporting, throughout Latin America. The com- tives asked iSP3 to help them consolidate their and analyzing key performance indicators. Users pany has six active production mines, ERP instances and upgrade to JD Edwards are able to drill down to details online, and data Yfour sites under construction, and a number of EnterpriseOne 9.0. They wanted access to a duplication and redundancies have been reduced. other exploration sites in Brazil, Argentina, and centralized, one-source database to facilitate “Users can now focus on valued-added Chile. The company expects to expand rapidly as financial information consolidations and drill tasks, such as performance analysis, rather than the construction of the new mines is completed. down to detail. They also sought to lower the being bogged down by recording and reconciling To manage operations at its mines in Mexico, cost of managing an infrastructure with three transactions,” says Mannie Baltodano, director of Argentina, and Chile, Yamana Gold was using instances by going down to one instance. corporate IT applications at Yamana Gold. Oracle’s JD Edwards EnterpriseOne Xe solution. However, each country ran its own instance of the Gaining Business Visibility Future Plans enterprise resource planning (ERP) application, Over four months in late 2010, iSP3 implemented The consolidation provided Yamana Gold a with no integration between instances. Pulling iSP3’s Accelerated Solution for the Mining Industry platform for standardizing business processes, information to create reports or run analytics was a manual, laborious process. With the help of Oracle partner iSP3, “Users can now focus on valued-added Yamana Gold consolidated its JD Edwards EnterpriseOne ERP application into one tasks, such as performance analysis, rather instance and upgraded to the latest release, than being bogged down by recording and gaining significant cost savings and building a solid foundation for future company growth. reconciling transactions.” A Golden Opportunity – Mannie Baltodano, Yamana Gold director of corporate IT applications Founded in 2003, Yamana has been growing rapidly through development of its own mines and for Yamana Gold’s single instance. “With many which iSP3 is currently implementing. This will acquisitions of other gold companies. Five years successful mining implementations that we have increase interoperability among the company ago, the company’s yearly revenue was US$169 done utilizing iSP3’s latest Accelerated and cus- locations and further decrease costs associ- million; today it is US$1.8 billion. tom solutions, the combination of industry-leading ated with manual data consolidation. Yamana was using JD Edwards EnterpriseOne software, best practices, and rapid implementation “We are very happy with what iSP3 has Xe to manage operations at its mines in Chile, methodologies has enabled many of our mining helped Yamana achieve to date, but we are Argentina and Mexico, including financials, clients to achieve faster return on investment,” even more excited about the benefits we will supply chain planning, maintenance, and says William Liu, senior partner at iSP3. gain as we extend the single JD Edwards human resources. However, with three separate With the new JD Edwards EnterpriseOne EnterpriseOne instance to include all of our ERP instances running its mines in Brazil, release, iSP3 was able to eliminate a large number sites,” says Baltodano. z Argentina, and Mexico, operational insight was of country localization customizations in Argentina, next to impossible. None of the three offices had Chile and Mexico, as release 9.0 enables them to iSP 3 solution providers inc. visibility into each other’s information. Running as manage localization requirements, reducing manual Contact if they were separate companies, each location reconciliation and month-end tasks. As a result of For more information visit had a separate chart of accounts, and there was the consolidation, Yamana was able to centralize www.isp3.ca, or contact iSP3 Director no standardization of business processes and key IT resources, resulting in better system manage- of Sales and Marketing Don Hamelin at master data between instances. ment and security and significant cost savings. The [email protected] or 778.772.4757. 2875 WH V12 PQ.pdf 1 05/07/2011 17:11

Is your business taking the lead, aiming high and flying far?

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www.whitehouseconsult.com Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. PARTNER SPOTLIGHT partner experience.Customer focus.

Life in the Fast Lane QubicaAMF unifies manufacturing processes to address Global interest in bowling.

2010 report from Global Industry and billing that support the complicated chose to upgrade the corporate head- Analysts found the international logistics behind delivering a new bowling quarters to JD Edwards World A9.2 and bowling market will grow to US$10.8 facility. In the first five months of 2011, gradually roll out to the other main loca- billion by 2015, driven mostly by new QubicaAMF processed approximately tions. This worked well, says Meade, even technologies. Features such as automatic 200,000 sales order lines, averaging though the software was new to European scoring and special effects are adding new between 1,500 and 2,000 lines a day. staff. Early experience gained at headquar- flair to the pins, lanes, and ball returns QubicaAMF recognized significant ROI ters provided a solid infrastructure and common in traditional bowling. support for later adopters. As new bowling centers QubicaAMF manage- open around the world, ment chose to work with CSS demand for the varied compo- International—a three-time nents behind an exceptional Titan Award winner—to bowling experience is increas- manage the rollout. AMF IT ing. QubicaAMF, a leading staff has worked with CSS supplier of bowling equipment, consultants in the past, and brings these pieces together for the choice of partners was customers. Formed through made based on capabilities the merger of Italian scoring and cultural fit. “We just company Qubica and the AMF really, really liked them a bowling products group, the lot and they hit the ground company is well positioned running,” says Meade. to execute high-quality and CSS Project Manager Scott coordinated delivery of the Dittmar handled QubicaAMF’s components required for a new mechanics enrichment installation or a center upgrade. area. “They were very open- With 30,000 stock-keeping minded,” says Dittmar, whose units (SKUs), order fulfillment is complex. potential in simply being able to key an primary responsibility was to assist in But QubicaAMF also builds and ships order once and let the system automate analysis of business processes. “None of products from multiple locations around the entries, Meade says. Consequently, their systems really talked to each other. the globe. “If you’re building a bowling about three years into the merger, a deci- This was the first opportunity to bring center in France, all of the components sion was made to deploy a unified, world- everything under one umbrella system.” related to the scoring will ship from our wide ERP. This meant choosing between Meade says QubicaAMF is seeing Bologna, Italy, location,” says Rohana one of the three ERP systems the company gains from unified IT—notably, improve- Meade, vice president of information ser- already owned, or switching to an entirely ments to volume purchases. In the past, vices and CIO at QubicaAMF. “The capital new one. Management selected Oracle’s five employees might buy the same part equipment—the pinspotters, lanes, and JD Edwards World solution to do the job. from the same vendor, but because that ball returns—will ship from Richmond, “We decided the [JD Edwards] World information was not being tracked there Virginia. Pins may ship from our Lowville, platform was working very well for us and was no way to negotiate a discount. With New York, location and shoes from the was running absolutely the most compli- new visibility from JD Edwards World Rotterdam, Netherlands, location.” cated part of our business: the manufac- system, Meade anticipates real savings for However, postmerger operations were turing piece,” says Meade. her company. complicated by the fact that various Meade adds that the existing JD “There are probably 200 other exam- manufacturing facilities were operat- Edwards implementation was more than a ples I could give of things that were pain ing with different enterprise resource decade old and heavily customized—and points for us,” she says. “Now we have planning (ERP) systems. These systems would not support the growing company the infrastructure in place to move in the

Wendy Wahman maintain inventory and handle shipping and industry. So QubicaAMF management right direction.” <>

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PA11_JDE_PartnerSpotlight.indd 9 6/30/11 4:43 PM PARTNER SPOTLIGHT

From Legacy to Cloud R.L. Polk shifts IT into overdrive with a private cloud JD Edwards solution.

L. Polk & Co. (Polk) is an industry product families. Seattle, Washington– and greatest in terms of technology and leader in automotive intelligence and based Oracle partner WTS focuses on operating systems by manufacturers of marketing solutions. Automotive manu- application hosting, managed disaster their choice.” facturers worldwide rely on Polk’s global recovery, and infrastructure as a service Indeed, the experience that WTS staff data and business expertise to help them for Oracle’s enterprise software and com- has with moving customers to a private understand their market position, iden- plementary products. WTS suggested that cloud platform proved invaluable to tify trends, build brand loyalty, conquer Polk outsource management of the JD Polk. For example, WTS knew that the new business, and gain a competitive Edwards platform. only way to guarantee secure delivery of advantage. The company’s sensitive financial data during CARFAX reports are used confi- production cutover would be to dently by millions of consumers hand-deliver it to Seattle from every year to verify the owner- Detroit. And if the first set of ship and accident history before tapes failed, a second set of tapes a vehicle purchase. needed to be delivered. Based near Detroit in “Never in our wildest dreams Southfield, Michigan, the would we have thought about company is a process-driven and this,” says Lum. “But WTS knew highly technical enterprise— this because of their expertise in winning awards for the data doing implementations. And sure its systems collect and present enough—that’s exactly what hap- to customers from more than pened. WTS built a contingency 34,000 datasources. into the plan, executed against it, Despite the technical mastery and allowed us to complete the underlying Polk, the system conversion on schedule.” that ran Polk’s back office, based Since the system went live on Oracle’s JD Edwards EnterpriseOne “We stepped back and said, ‘Maybe in July 2010, Polk has upgraded the applications, was built on an aging hard- it makes sense to look at a hosted tools layer to the latest release and con- ware platform. “We needed to replace the service model,’” says Lum of the guid- ducted a successful disaster recovery enterprise server for an application used ance she received from WTS. “We were test. Both events went flawlessly. Lum by Polk offices around the world—23 able to leverage the breadth of their was especially impressed with the part- hours a day, 5 days a week. We had one expertise in providing operational ner’s ability to identify and plan for the full-time IT staff member who supported support whenever we need it. And we unexpected. “Things we never thought the platform. He’s highly skilled and very avoided the heavy capital investment of would happen, they’d thought of dedicated, but he was on call to respond a replacement server.” already,” she says. “We went through an if there was any service disruption. From Ward Quarles, director of market- implementation timeline that was very a business perspective, I knew that this ing and communications at WTS, says reasonable and very aggressive—three created a single-point-of-failure risk,” says Polk’s situation is not unusual. “Many JD months from start to finish.” Deborah Jackson Lum, senior director of Edwards customers deliver Oracle appli- Now, Lum says that moving to the business information systems at Polk. cations in an operational model that does cloud has liberated Polk’s technical The situation raised a fundamental not provide scalable infrastructure, lacks team to focus on product delivery to question for IT staff at Polk: should the critical component redundancy, and does Polk customers—a function that is at hardware platform be hosted internally not leverage the advantages of virtualiza- the very core of the company’s business. or externally? tion,” he says. “If they reach end of life And that translates into a bottom-line To answer that question, Polk engaged on a key operational component, we will benefit. “You sleep better at night,” WTS, an experienced provider of hosted build into their project plan a refresh of she says of the hosted model. That’s a solutions for Oracle’s JD Edwards that technology. As part of Polk’s in-the- benefit that R.L. Polk & Co. can now

EnterpriseOne and JD Edwards World cloud model, they’re getting the latest share with its customers. <> I-Hua C h en

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Making Plans for Your Value- Added JD Edwards Upgrade How your company can take advantage of the latest trends in Oracle’s JD Edwards solutions

ohn Welfare is the leader of Deloitte’s 1) What trends have you seen within planning and scheduling, transportation JD Edwards practice. Having founded the JD Edwards ecosystem during management, product life cycle management the practice 20 years ago, he has the last year? and other Oracle products such as customer witnessed the evolution of Oracle’s It has been extraordinarily active both within the relationship management as part of their JDJ Edwards family of solutions, amassing “upgrade for value” initiatives. existing JD Edwards install base and with new deep insight into how they can be used to JD Edwards software licensees. Many large Notably, over half of our JD Edwards upgrade generate business value. John has 27 years global companies that have JD Edwards World clients are also seeking to enhance their busi- or earlier versions of JD Edwards EnterpriseOne ness intelligence and data warehousing solutions are pursuing transformational, value-oriented as part of their overall projects so they can better re-implementations, or “upgrades for value,” as capitalize on the improved datasets that they will we call them. We are also helping a number of realize from their upgrades. As such, there is a new licensees with their implementations of the related trend toward global master data manage- 9.x versions of JD Edwards applications. It is ment (MDM). Many clients want to implement exciting to see these clients put the new solution particularized MDM solutions around product, capabilities to use in order to deliver business customer and vendor management — ultimately value in their respective organizations. building new global data marts to support vastly From a technical perspective, one improved management information, that is then dominant theme that we have observed is accessible via their Oracle BI solutions. increasing interest in the “red stack,” or the full Oracle Fusion Middleware solution under- 3) What should companies con- lying the core JD Edwards applications. Most sider when upgrading? of our clients are evaluating it as an option There are two very distinct kinds of upgrades. for the technological underpinning of the new One type is purely technical, and focuses on instances they are deploying and many are updating the software instance primarily to moving in that direction. With the advantages stay compliant with maintenance or to replace of real-time integration and reusable adapters, aging infrastructure. The other type, “upgrade many companies are adopting the Oracle for value,” focuses on much more than just SOA Suite as their next-generation integration running a lot of technology-oriented routines framework. It’s a solution that our clients want in the background and bringing a new system to better understand and assess as a cleaner up with the same old functionality. This type and less costly integration strategy to support provides much greater business benefits, and John Welfare, Principal, National J.D. Edwards their environments of JD Edwards and other it has the potential to produce significant ROI, Practice Leader, Deloitte Consulting, LLP applications. Finally, there has been much which is why we recommend it in the vast ma- of experience in IT-focused management con- interest in the Oracle Exadata and Exalogic jority of JD Edwards upgrade instances. Within sulting, having spent 25 years with Deloitte. offerings. many of our clients, the business community He has worked in a variety of industries, with is demanding this approach as IT leadership a strong focus on manufacturing, especially 2) What sorts of new projects are requests funding and executive approval for in the consumer business and life sciences your clients undertaking these days? the proposed JD Edwards upgrade projects. sectors. Here he discusses emerging trends As I alluded to previously, there is a power- and common themes related to JD Edwards ful trend toward “upgrading for value.” Many 5) How are clients extending the solutions and what companies can potentially clients are expanding upon the native capabili- value of the benefits they receive do to leverage these solutions to create busi- ties of JD Edwards by adding modules from from their JD Edwards investments? ness value. Oracle’s “edge” products such as advanced When clients move from older releases to the The Deloitte Difference

n Dual Titan Award winner for JD Edwards in 2010 latest JD Edwards versions, they stand to gain n The largest JD Edwards implementer in the world, with capabilities in Asia, North America, significantly enhanced functional capabilities South America and EMEA. from the core JD Edwards software itself. n Distinctive capabilities related to Global Core Model and deployment projects However, they need to know what is there and how to take advantage of it in order to realize n Over 20 years of experience in JD Edwards implementations true business benefits and value. That is why n Worldwide Oracle service line of more than 10,000 professionals with deep industry and we try to expose our clients to the various functional knowledge across Oracle’s full line of applications and technology feature/functions that are available in the new n One of the few integration providers that has a full range of capabilities, which includes: release and to help them identify where the n JD Edwards Configuration as well as various Oracle software solutions most value resides for their specific situations. n Business Process Improvement in conjunction with JD Edwards Implementation This typically involves thoroughly examining the business processes and the associated JD n JD Edwards Business Case Development Edwards configurations, and then performing n JD Edwards Scoping and Planning a fit/gap analysis that compares the client’s n JD Edwards Offshore Development and Configuration needs against the new JD Edwards software’s n JD Edwards Master Data Management, conversions and deployment capabilities during the planning phase of the implementation. Through this process, some n Business process design for SOX, FDA, IFRS and other regulatory compliance clients on older JD Edwards versions have n JD Edwards Infrastructure Design and Implementation been able to rule out hundreds of modifica- n JD Edwards Tax Configuration, Reporting Design and Tax Benefit Identification tions, which can now be handled by the n JD Edwards Application Maintenance Outsourcing standard functionality, thus reducing cost n Broad collection of tools and accelerators tailored specifically to JD Edwards functions and overall IT complexity. Additionally, many and features. are able to work much more efficiently both within their enterprises and with their business partners to yield real-world business benefits, either before or during their projects, leading pabilities to specific process improvements that which surpass the costs of their projects many to challenges downstream. can generate shareholder value, thus providing times over. Another manifestation of this “under- a means to communicate to leadership regard- estimation of effort” syndrome is related to ing the anticipated benefits of the proposed 6) What are some common change management. By taking a purely project. This makes funding the project much mistakes that you have seen JD technical view, companies often fail to see more palatable to senior management and gets Edwards customers make when the need to prepare their user bases and the the business community on board with the JD attempting to refresh and update leadership teams for the change. Even routine Edwards initiative. z their JD Edwards footprints? upgrades from JD Edwards World or JD There are several common manifestations Edwards EnterpriseOne will typically involve of an overarching theme I would charac- significant change adoption issues and train- Contact terize as “underestimation of effort.” We ing needs for the end-user base. There is also For more information, visit us online have encountered many companies that a tendency to misjudge the enormous amount at www.deloitte.com/us/oracle or have started projects with the belief that of effort required to cleanse, synergize, and contact us: upgrading their existing instances of JD rationalize the existing legacy data. Edwards applications will be a relatively John Welfare simple and purely “technical” exercise. As 7) How can companies steer clear National J.D. Edwards Practice Leader, many have discovered, this perception is of these common pitfalls? Deloitte Consulting, LLP usually incorrect. Companies that look at It is vitally important that the various costs, [email protected] the upgrade through a purely technical lens efforts, and benefits are well understood before Mark Twomey often give inadequate attention to building beginning the project, in order to diminish National Oracle Service Line Leader, a business case. As such, they tend to misunderstandings and misaligned expecta- Deloitte Consulting, LLP underestimate costs and overlook benefits, tions. This is where tools such as our ValuePrint [email protected] which leads to difficulties down the road in and Enterprise Value Map can be very helpful. Nidal Haddad getting management and executive support ValuePrint assists companies in their efforts to Global Oracle Alliance Leader, for the full project. Often, they fail to garner build a detailed business case, and the Enter- Deloitte Consulting, LLP funding or business community support prise Value Map matches the JD Edwards ca- [email protected]

As used in this document, “Deloitte” means Deloitte Consulting LLP, Deloitte and Touche LLP and Deloitte Tax LLP, which are separate subsidiaries of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries

By Aaron Lazenby The New Era of ERP Changing times and technologies Favor Oracle’s JD Edwards customers.

yle Ekdahl, group vice president and this as well—customers see this deploy- general manager of Oracle’s JD Edwards ment option as a way of getting better product family, has observed two decades of alignment between their spend and the change in the enterprise resource planning overall solution. (ERP) world. Ekdahl has been in the thick Profit: What do you tell people these of some of the biggest shifts in enterprise days, when they ask if it’s time to upgrade? software—from terminal workstations and Ekdahl: In a word? Yes! Unfortunately, client/server architectures to internet-based the old era of enterprise systems required systems and mobile ERP. That perspective, people to get far too fixated on specific and his close relationship with Oracle’s JD release numbers and release levels. We’re Edwards customers, has led him to name trying to help customers understand that, our current paradigm “the New ERP Era,” not just JD Edwards applications, but reflecting the pace at which market volatility Oracle products in general are built on a and technological advances are transform- strategy of evolution. The days of big-bang ing business. Profit spoke to Ekdahl about implementations have to end, given the that new era, how Oracle is addressing these volatility in the marketplace. Customers Lyle Ekdahl, Oracle Group Vice President and changes, and the investments his team is General Manager, JD Edwards today more than ever are looking to get making to support JD Edwards customers. value from solutions that are flexible and Profit: Businesses have been dealing WebCenter, Oracle Business Intelligence responsive to the market. The notion that with a lot of volatility and budget pres- Publisher, Oracle Business Intelligence we pour millions of dollars into ERP and sure. How has the JD Edwards commu- Applications, and Oracle Business then turn our backs on it for 10 years— nity responded to these realities? Intelligence Enterprise Edition. During this has to change. Ekdahl: There is no doubt that the this period, customers are looking for We’re working programmatically to volatility in the global economy over the ways to get a little more for their money— drive cost of ownership, including the last few years has created challenges and given that they’re under budget pressure, cost of movement, down. For example, put pressure on IT budgets. Still, I think that’s to be understood. But we haven’t we’re working on solutions that allow our on the whole, the overall marketplace and seen any kind of wholesale retrenching. customers to upgrade part by part, system the community of JD Edwards users have Profit: How has the economy signaled, by system, using technical products from come through this period quite well. I in your words, “the New ERP Era”? Oracle such as Oracle GoldenGate— continue to be amazed at the level of cre- Ekdahl: One example is that the new which helps with synchronization and ativity and resilience in the customer base. era of ERP proposes a user model that data replication across release levels. It helps that JD Edwards is a good operates independent of necessary ties to In addition, I’ve assigned some very solution for companies on a budget. If the back office. There now must be a set bright people on my team to work on an you look at our cost of ownership, it of good deployment options. upgrade program and technology office. speaks well to value-based buyers and The volatility in the marketplace drives They are focused on technologies, devel- owners of enterprise systems. With eco- the need to deliver functionality at the opment, and customer-based programs nomic shifts people still need ERP, and point of process. Take the explosion in the that help drive down the individual ele- certainly ERP can help keep costs under world of mobility. A lot of that is because ments of upgrade cost. control and give managers visibility into you don’t have people in office buildings I think it’s important for our custom- the right places to spend their capital. sitting there all day long, putting in trans- ers to understand that we’re making That said, many customers have seen actions for you. That’s not something that big investments toward simplifying this period as an opportunity to retool, most businesses can really afford anymore. movement from release to release—and and we are in a position to make further In place of the old administrative improving our customers’ ongoing return investments. So we’ve seen good contin- model is functionality that allows the on investment in our software. In addi- ued uptake of Oracle-based solutions, people actually performing the process tion, we’re making sure we have good, both native JD Edwards and those that to capture and use the data at that point complete solutions that are still flexible

Ray Ng Ray augment JD Edwards—things like Oracle of process. Cloud is certainly a part of and can be modified or configured at

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PA11_JDE_StrategicRoadmap1.indd 15 6/28/11 8:12 AM the margin. This is an approach that is interface based on the Oracle Fusion course we’re hearing a lot of interest from consistent with lower upgrade costs. We standards. Our users will see many of our midsize customers for a prepackaged want to help our customers eliminate the these interface enhancements over the JD Edwards–Oracle hardware systems need to do deep customization that locks next couple years that will make the solution optimized for a smaller database them into specific release levels. system very modern. environment—whether that’s Intel or Profit: How does this approach dove- Profit: In the past year, is there integra- Linux based. And so that’s something that tail with the work being done on Oracle tion with another Oracle product line we’re looking at and working on. Fusion Applications? that you’re particularly proud of? But we also have some very large Ekdahl: Oracle Fusion Applications fit customers that run JD Edwards applica- directly into this approach. Oracle Fusion tions, and I can say now that we have Applications–JD Edwards coexistence “The notion that we had great uptake in this space with and Oracle Fusion technology adop- pour millions of Oracle Exadata. We posted some very tion is part and parcel to this strategy impressive benchmarks last year on the of evolving applications, where we will dollars into ERP and Oracle Exadata box, and we just fin- incrementally add capabilities and layer then turn our backs ished up our benchmarking of Oracle in differentiating value over time. Exalogic and we’re blown away. My I have a lot of customers asking on it for 10 years— performance and scalability engineers me, “OK, so is this the last JD Edwards this has to change.” recently ran some of our latest code release, and then I have to go to Oracle on Exalogic and reported our most- Fusion?” No. That’s not the way we see it. —Lyle Ekdahl, Oracle Group Vice President impressive numbers ever. The thing just We see this as two lines of business that and General Manager, JD Edwards screams. And then, of course, the two are gradually approaching each other. of them together ultimately is Nirvana. Initially Oracle Fusion Applications are Ekdahl: Certainly for the JD Edwards Profit: What technology do you see looked at as additive functionality for JD community, the value chain planning on the horizon that you’re really excited Edwards, and then over time they can be integration has been very well received. about bringing to JD Edwards customers? looked at as a successor. But the key is to It really addresses the volatility in the Ekdahl: I think that over the next minimize technical discontinuity. marketplace—the ability to get your five-plus years, it really comes down I hope, however, that it is clear arms around spare parts, inventories, and to this notion of deployment options. to customers that the JD Edwards manufacturing supplies and production. Already we are getting steady interest EnterpriseOne 9 strategy is the milestone This is a best-of-breed set of solutions in JD Edwards solutions that are cloud where customers can truly start working that helps keep costs and delivery to based, where Oracle runs and manages toward and benefiting from Oracle’s evo- customers aligned with the market. That services for our customers. lutionary applications approach. ability is just critical today. In addition, we are working with Profit: Will the momentum behind Another critical part of the JD technologies such as Oracle Application Oracle Fusion Applications change the Edwards community is our project-based Development Framework [Oracle ADF] way JD Edwards applications look? customers—particularly in engineering for mobile. It doesn’t make sense to throw Ekdahl: We’ve seen a lot of changes in and construction. Our integrations to a whole ERP system on an iPad. But there user interface over the last several years. Oracle’s Primavera products have served are parts and pieces, thin JD Edwards– Today, people coming to the workforce that sector very well. This is what we based applets built with Oracle ADF have a different view of enterprise systems; mean by layered-in differentiating value. Mobile Client, that it makes sense to tie many don’t know what to do with an old Profit: What is the impact of Oracle’s back into your overall JD Edwards system. forms-based application. They’re used hardware business on JD Edwards? So we’re focused on working with to working in an internet-based age. So Ekdahl: It’s actually pleasantly surpris- those two aspects of deployment tech- enterprise systems have to take on some ing. While we have supported [Oracle] nology. I think JD Edwards customers of that more “consumerized,” if you will, Solaris for some time, having Sun as will be pleased to see these deployment look and feel. part of Oracle is opening up all kinds options and technologies really come to This is where JD Edwards drafts so of opportunity. For example, a lot of full fruition over the next several years. well off of the investments Oracle is people think JD Edwards applications It’s all part of the new ERP era. <> making in Oracle Fusion Applications. are limited to the midmarket, and we do We are doing a lot of work on our user have a strong midmarket business. And of Aaron Lazenby is the editor in chief of Profit.

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Enabling enterprises to stay ahead of the curve with a comprehensive suite of JD Edwards capabilities.

In today’s evolving business landscape, enterprises are focused on eﬀectively aligning people, processes, data, and technology in a way that enables them to keep pace with the existing demands, 1 0 0 while preparing for the future. As a Strategic Partner for Oracle® since 1987, Tata Consultancy Services (TCS) has the proven capability to conceptualize, architect, deploy, and maintain large and 1 0 0 complex solutions on Oracle® technologies and applications. Backed by its strong domain expertise, 9 5 TCS’ JD Edwards Practice oﬀers Advisory, Implementation, Upgrade and Sustenance solutions across 9 5 Oracle's JD Edwards EnterpriseOne and JD Edwards World product lines. Our methodologies ensure 7 5 quick implementation and an optimum solution to generate maximum Return on Investment and 7 5 minimize Total Cost of Ownership. Being a Platinum Partner of Oracle®, TCS’ JD Edwards Practice provides organizations with support and strategic direction. Protecting their current investments and advising on the road map ahead. And of course, enabling enterprises to experience certainty.

2 5 To learn how your business can experience certainty, please visit us at Booth # 3509 in Moscone West and the Palace Hotel at Oracle OpenWorld 2011, or visit us at www.tcs.com 2 5

5 For more information on TCS’ expertise in JD Edwards, contact [email protected] 5 Oracle and Java are registered trademarks of Oracle and/or its aﬃliates. Other names may be trademarks of their respective owners. 0 0

Size: 210mm(W) x 283mm (H) Oracle JD Edwards Partner Case Study Empowering the Mobile Enterprise Data Systems International® enables Oracle’s JD Edwards customers to achieve accelerated returns on their investment.

aghav Sharma is vice president of global market need to access accurate, reliable positive effect on the bottom line. With DSI’s International Operations for Data information anywhere, anytime to successfully mobile applications such as electronic proof of Systems International (DSI®), a do their jobs. A mobile enterprise enables them delivery with signature capture, companies can global leader in delivering innovative to do so, resulting in increased productivity and reduce the time from order delivery to invoicing enterpriseR mobility solutions. Here, Sharma profitability. by half, resulting in a positive effect on finances. discusses what enterprises should look for in Companies can realize additional efficiencies implementing a best-in-class mobility platform. What are the most essential within their manufacturing, sales, and distribu- characteristics of a mobile platform? tion operations with DSI’s prepackaged mobile A mobile platform must have three main char- applications for field service, PO management, acteristics. First, it needs to work everywhere time management, route sales, and direct store that business takes place—operating both delivery. online and offline. Because mobile applications are mission critical, the platform should What is DSI’s approach to extending have the robustness to function in any cir- Oracle’s JD Edwards implementa- cumstance. Second, a mobile platform must tions to the mobile environment? seamlessly integrate with back-end systems We work with clients to optimize processes, to maintain a single source of truth. Best- server utilization, CNC design, and data volume in-class mobile application platforms have within their JD Edwards installation. When a validated integrations to leading ERP systems mobile worker sends data to the JD Edwards such as Oracle’s JD Edwards applications. system, the look and feel of that data is exactly Finally, the mobile platform must be flexible. It as if that worker entered it on a JD Edwards needs to run natively on multiple device types, screen. We also make sure that we can sup- operating systems, and clients (full, thin, or port JD Edwards’ ability to work with various Web); conform easily to ever-changing busi- companies and locations, and that our platform ness processes; and support various types of can securely handle the volumes of data and communication to the back-end system. their different access levels. We provide flexibil- Raghav Sharma, Vice President of Interna- ity—in types of hardware, types of functionality tional Operations and Business Development How do Oracle’s JD Edwards on those devices, and types of communica- for Data Systems International (DSI) customers benefit by using DSI’s tion to the back-end system. While we are an dcLINK solutions? end-to-end system, we also give companies What is the importance of a mobile Companies that have invested in JD Edwards the tools required to change the system as their enterprise in today’s global economy? applications can increase profitability and business requirements change. One size does The global economy has forced companies to productivity through mobility. In a recent study, not fit all and such flexibility is the cornerstone be competitive and to look for ways to maxi- Gartner found that the rate of an ERP’s ROI is of our platform. z mize resources—essentially, to do more with accelerated by 50 percent when mobile systems less. Companies realize that through mobile are used. DSI’s dcLINK® has one of the fastest technologies, they have the potential to improve rates of ROI in the industry. With dcLINK, a business processes and realize incremental JD Edwards-related activity can take place productivity. According to a recent survey in CIO anywhere, anytime without the constraints of a Contact Magazine, the need to implement an enterprise desktop. Workers have access to accurate, real- For more information about DSI, mobility program checked in at #2 on the list of time information at the point of activity, which visit www.DSIonline.com or contact CIO priorities. It’s clear that workers in today’s results in greater efficiency. This has a direct, us at 855.280.1176 or [email protected]. Don’t let your mobile application software become shelfware.

For more than 30 years, DSI® has been providing mobile solutions that work. ✓ Validated integration with Oracle ERP systems ✓ Oracle Platinum Partner status ✓ 1,000+ installations worldwide ✓ 24/7 Global Support Center

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Back in the USA United Streetcar Gets Domestic manufacturing back on track with Oracle ERP solutions.

verything old is new again—at least when it comes to streetcars. EThis nostalgic mode of transportation is currently experiencing a renaissance, because the modern streetcar offers an environmentally friendly public transit option that is helping to reduce traffic and revi- talize urban city centers across America. One company that is taking this track, with a decidedly cutting-edge twist, is United Streetcar (USC). The company is bringing back a once-dormant industry as the only manufacturer of modern streetcars in the United States. Based in the Portland, Oregon, suburb of Clackamas, USC was founded in 2005 as a subsidiary of Oregon Iron Works (OIW), a large metal fabrication shop that builds boats and bridges and other large projects. Chandra Brown, president at USC, says it was proximity to Portland—and the city’s beloved mass transit system, TriMet (also an Oracle customer)—that inspired the development of OIW’s new rail business. “I realized in 2005 that Portland was importing its cars from the Czech Republic because there was no builder of streetcars in America,” says Brown. “Streetcars were basically founded in the United States, and in past history, almost every city in America

was a streetcar city.” Photogra p hy by bob Morris

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PA11_JDE_USC.indd 20 6/29/11 1:45 PM Chandra Brown, President, United Streetcar

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PA11_JDE_USC.indd 21 6/29/11 1:46 PM “We needed both the abilities of

Brown, who is also vice JD Edwards and the strong support The sleek cars are low-floor president at OIW, believed of a local consulting firm to vehicles, completely climate streetcars would be a growth controlled and accessible industry. In addition, she partner with us to succeed.” to people with disabilities. believed it was important that —Chandra Brown, President, United Streetcar According to Brown, unlike the streetcars be built in the light rail, which typically takes U.S., using parts and equipment made in America, from U.S. riders from the city center to the airport or the suburbs, a street- suppliers. “I went back to my company and said, ‘I think this is car is more of a neighborhood or urban circulator. Rails gener- something we should do,’” she recalls. ally are in the street, running in traffic with cars. “Streetcars, like However, building streetcars was a different kind of business light rail, are 100 percent electric, so it’s zero emissions. They than what OIW was used to. Instead of its usual focus on single are incredibly green,” adds Brown. projects to build hydroelectric bridges or military patrol craft, The first modern streetcar system was built in 2001 in for streetcar manufacturing the company would need a system Portland, and interest in the technology has since spread that made it possible to build projects on an ongoing basis and to cities ranging from Dallas, Texas, to Washington DC. that also could be tailored to meet specific customer demands. Communities have found that streetcar lines not only link If Brown and her team wanted to get USC on track, they would urban destinations; they also spark redevelopment in urban need an IT system to support the new business—and Oracle’s JD neighborhoods, with businesses, housing, and services all crop- Edwards EnterpriseOne family of applications offered the perfect ping up near routes—leading to safer, healthier, more-vibrant solution. “Building streetcars is much more of a mass production living areas that attract young professionals and empty nesters environment, which is different for us,” says Brown. “And we from the suburbs. “There are more than 50 cities that we’ve needed both the abilities of JD Edwards and the strong support tracked in the U.S. looking at modern streetcars,” says Brown. of a local consulting firm to partner with us to succeed.” Elizabeth Deakin, professor of city and regional planning and urban design at the University of California, Berkeley, and the All Aboard former director of the University of California Transportation Although many people may picture old-fashioned trolleys when Research Center, reports that economic development oriented they think of streetcars, modern streetcars are very different. around public transportation is vital. For example, she has found

Improving the Sustainability of Public Transit

he U.S. is an automobile-loving key challenge in the coming years is to and part of Oracle E-Business Suite’s Tnation: driving a car is right up find a way to more effectively manage Oracle Manufacturing Operations Cen- there with apple pie and baseball their organizations in sustainable ways ter, helps customers use sustainability as symbols of American life. But without creating a lot of public debt. analytics to reduce waste, monitor recently, rising gas prices and con- One important component of fiscal energy usage, and achieve greenhouse cerns about dependence on foreign sustainability is managing assets for a gas emission reduction objectives. oil are causing many to rethink the long and useful life. Menzano suggests In addition, Ndevr, whose sustain- role of public transit in their lives. The that if the average gas-powered bus ability software was recently acquired government is also encouraging this costs around US$350,000 and is useful by Oracle, offers a plug-in for JD change; in 2010, as part of President for 13 years, with proper asset man- Edwards solutions to measure sus- Obama’s Livability Initiative, the agement this could be stretched one tainability metrics. Typically a transit Department of Transportation and additional year. And with many transit agency is broken down by facility the Federal Transit Administration agencies investing in hybrid buses to and by rail or bus routes. The agency announced US$290 million in funding achieve fuel efficiency, the potential receives a line-item bill that shows kilo- for 53 new transit projects for street- cost savings of extending the life of watt (kW) usage. The plug-in effectively cars, buses, and transit facilities to hybrid buses are significant because converts the kW into CO2 emissions. It improve quality of life in communities hybrid buses are almost double the matches the CO2 emissions with stan- across the country. cost of regular gas-powered buses. dards set by the federal government, According to Ralph Menzano, indus- “Better asset management directly so companies can see if they need try director of transportation at Oracle helps the bottom line,” he says. to reduce emissions. Users can also and the former CIO of the Southeastern Helping transportation organizations calculate how much money reducing Pennsylvania Transportation Authority, achieve sustainability is an important emissions will save the organization. for transit agencies obtaining additional focus at Oracle. Oracle’s new sus- “Sustainability is not just being eco- government funding and on the receiv- tainable sensor data management logically green,” says Menzano, “It’s ing end of growing public interest, a solution, introduced in summer 2011 being financially green too.”

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PA11_JDE_USC.indd 22 6/29/11 1:46 PM that development around light to fumes and noise. rail has created an economic “It’s obvious to me that development boom for housing people would rather take a because people really want to streetcar than a bus, but street- live near an effective public cars right now largely have transportation system. fanatical advocates,” Menzano Deakin believes that says. “The question is, how growing support for public do you make streetcars more transportation is due to chang- mainstream?” ing attitudes, especially from young people who are inter- Perfect Timetable ested in sustainability. “It’s a This is the question USC’s lifestyle thing,” says Deakin. management team is focusing “People are particularly inter- on as it builds the business ested in trying to live in a from the ground up—no easy way that doesn’t require them task as a brand-new company to use a car for everything. in an industry with no other Recent research suggests that U.S. company to use as a the creative class is much more Chandra Brown, president of United Streetcar, is committed to estab- model. To make matters more interested in public transit, lishing a U.S.-based supply chain that sources at least 60 percent of complicated, USC is building manufacturing materials from domestic suppliers. which is a good thing, because the first streetcars in the U.S. it brings people to a region in more than 50 years. who are inventors and who come up with new ideas.” “One of the bigger challenges we have had is setting up a Another huge contributing factor to growing interest in new supply chain in the United States,” says Brown. “We want public transportation is government investment. In 2010, to meet the [U.S. government’s] Buy America requirements the Department of Transportation and the Federal Transit that stipulate that at least 60 percent of your vehicle needs to Administration announced US$290 million in funding for 53 be built and sourced from the United States. We’ve had to find new transit projects for streetcars, buses, and transit facilities to companies that have maybe never built a part or a piece for a improve quality of life in communities across the U.S. as part streetcar because most streetcars are built in Europe.” of President Obama’s Livability Initiative. States are also getting According to Don Hutchison, director of finance at USC, this involved—which in some ways is even more important, Deakin was complicated by the fact that USC’s manufacturing processes says. “Here in California, we have bills encouraging metropoli- would differ from those well known to workers at its parent tan regions and local governments to go toward more mixed- company, OIW. “OIW has been and is extremely successful, use development to create the kinds of places where transit will but it is really a job shop,” says Hutchison. “If a bridge or dam actually work well,” she explains. has trouble, we go and fix it pretty easily. We don’t have 100 of And while federal and state governments are certainly them, and don’t have to worry about which one it is and how to spending on projects for buses, research by the American Public get parts. The streetcar is more of a production environment.” Transportation Association (APTA) reveals that streetcars and USC executives realized they needed to implement an enter- light rail are gaining attention for the important reason that prise resource planning (ERP) system to manage the manufac- when conditions are equal, rail transit attracts from 34 percent turing and supply chain processes as an engineer-to-order shop, to 43 percent more riders than the equivalent bus service. where base items would be similar but builds would be unique. Light rail also provides an alternative to existing forms of It needed help to evolve into a manufacturing company. mass transit, according to Ralph Menzano, industry direc- To help with the project, Hutchison and his staff con- tor of transportation at Oracle and the former CIO of the nected with Jibe Consulting, a management and technology Southeastern Pennsylvania Transportation Authority. “There consulting company and Oracle partner based in Portland. are probably few people who are happy to have to take the bus Jibe specializes in helping small startup companies imple- every day,” says Menzano, who believes that streetcars have ment systems to effectively manage future growth. This made a different allure than more-utilitarian forms of mass transit. the Oracle partner a perfect fit for USC’s requirements. “Jibe Streetcar manufacturers must take this into account. “For riders, was local and invested in being a long-term partner with us. streetcars and trains are certainly a cut above buses in terms of Most other ERP experts we spoke to were used to converting enjoyment,” he says. customers from an existing system to a bigger system. We Indeed, industry studies cited by APTA point to the fact needed a partner who could sit with us and understand what that light rail and streetcars have routes that are clearly iden- we were doing, and then recommend best practices as we tifiable and more stable than bus routes. They also use vehi- move forward,” says Hutchison. cles that are often more comfortable and don’t expose riders Jibe also helped USC ask critical questions, honing in on

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PA11_JDE_USC.indd 23 6/29/11 1:46 PM >>SNAPSHOT how the company’s leadership should United Streetcar The software enables USC to manage procurement and manufac- unitedstreetcar.com set up classification codes to track turing lead times. “We focused on Location: Clackamas, Oregon certain attributes to make sure the helping them determine how they Revenue: More than US$50 million in orders company is in compliance with gov- Employees: 24 full time, 12 subcontractors should be reviewing quality and how ernment regulations for Buy America Oracle products: JD Edwards EnterpriseOne they should receive parts and decide solutions, Primavera solutions or disadvantaged business reporting if the parts are good,” says Shane requirements. “With these filters, I Moncrieff, president at Jibe. can run a report and pull, just using With Jibe’s guidance in the areas of process leadership those criteria, the information we need. We can compile and and application expertise, USC selected Oracle’s JD Edwards review a large amount of data, such as delivery history, which EnterpriseOne solutions as its ERP backbone because those is valuable in building and evaluating vendor relationships,” solutions could meet the company’s anticipated manufacturing says Hutchison. needs as a startup operation and easily scale over time. USC decided to do a phased approach with its ERP system. Forward Motion Phase 1, which was completed in August 2010, focused on After Phase 3 is implemented, USC will have the ability to offer implementing procurement and financial systems functionality. aftermarket sales and service for customers who may need Phase 2, slated for completion in summer 2011, will implement service contracts, or accessories such as components, lamps, materials management and manufacturing features as well as and chairs. The ERP system is also helping USC management full job-costing functionality, while Phase 3, planned for 2012, plan for the future. “We’re building 13 cars now, but we have will include order management and service. the capacity to do more than 20 cars a year. We’ve already “We did an accelerated implementation that took around planned for that ability to expand. The ERP system definitely four months for Phase 1. Businesses change so fast and priorities helps us, especially as we look at the procurement of things and change so quickly that we feel it’s really important to sculpt the help with the planning and scheduling,” says Brown. project to a size that allows us to do it quickly, ” says Moncrieff. Using a phased approach was really important to USC because it allowed the company to determine what it needed Building Success initially and to look ahead to plan for future requirements. Moncrieff says Jibe has seen many smaller companies that in the Equally important, the company could accurately determine beginning don’t tend to have processes in place to handle things what could be delayed to make things more manageable in such as purchase agreements, engineering change orders, and terms of resources, staff, and budget. “For any company, ERP is inventory control. He says that a well-managed ERP project can a big implementation,” Hutchison says. “For a new company, it help a maturing organization develop stronger processes, man- can be daunting.” agement reporting, and leadership, because the system provides One lesson learned for USC has been that ERP implementa- measurable results—and it can also set the tone and direction tion is an ongoing process even after the go-live date, making it for an organization as it grows. imperative to have local IT support and expertise. Fortunately, In USC’s case, the ERP implementation project has helped Jibe is committed to providing the support services needed to establish a financial foundation in Phase 1 to track costs, since maintain USC’s JD Edwards ERP application over the long term. the company has already received more than US$50 million in “It takes a village to build a streetcar and to create a new orders for 13 cars. Some of the cars will be used in a streetcar industry. So, while USC is very proud of what we’re accom- extension project in Portland, while other cars are for a brand- plishing, it’s important to note that it hasn’t come easily,” new streetcar project in Tucson, Arizona. Brown concludes. “There have been a lot of people helping The JD Edwards system is helping USC management address us, as well as us investing our own money to make this this demand. Hutchison says that the system allows him to project successful. One of the things we’ve done better than easily set up a new project and charge all the costs to that job. everyone else is build relationships and build partnerships Because USC is competing against larger companies, he needs with vendors and political leadership. I think that’s a big to be able to count on such tools to be successful. “As we build competitive advantage.” <> cars, the ERP system will allow us to pull in the engineering portion as opposed to just the cost portion, so at the end when Alison Weiss is a frequent contributor to Profit. we deliver a car, we will know exactly what is on it and track it over time,” says Hutchison. The company is just beginning the production process and >> For more information is already reaping benefits with the software. It has been a big Oracle’s JD Edwards EnterpriseOne challenge to establish a completely new supply chain with oracle.com/us/products/applications/ jd-edwards-enterpriseone U.S.-based suppliers, but USC is depending on JD Edwards Oracle Solutions for Travel and Transportation EnterpriseOne Procurement and Subcontract Management to oracle.com/us/industries/travel-transportation help manage its subcontractors and more than 200 vendors.

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PA11_JDE_USC.indd 24 6/29/11 1:47 PM 2864 Arctools V7 PQ.pdf 1 05/07/2011 12:03

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n the food industry, the threat of recall is and distribution operations. Most importantly, Flexible, Adaptable Data Collection constant. Food companies need to be able it increased traceability and shipment tracking RFgen software is a complete, automated data to track all the way down to the individual efficiencies, reducing the risks associated collection solution that reduces costs in the unit of product so they can quickly remove with recalls. RFgen implemented its standard supply chain by integrating seamlessly and easily Iit from shelves, and then do a full backward License Plating Suite between warehouses, with core business processes. RFgen’s flexible trace to find out the origin of the problem. which assigns units with serial numbers architecture and proven ability to reduce complexity In 2008, Menu Foods sought to improve that uniquely identify them. “We now have help increase control and streamline operations for its ability to track and trace products in the improved ability to track inventory, includ- customers to sharpen their competitive edge. More supply chain. Menu Foods is a leading North ing lot traceability,” says Bryan Bennett, vice than 2,000 individual customers worldwide choose American private-label manufacturer of pet president of IT at Simmons Pet Food, which RFgen solutions for their data collection needs. “A food products sold by supermarket retailers, acquired Menu Foods. “This has increased the lot of our customers’ manufacturing operations mass merchandisers, pet specialty retailers, confidence in the accuracy of the inventory.” need to run 24/7 for continuous production,” says and other outlets. With yearly revenues of RFgen’s high-availability solution also Robert Brice, executive vice president at RFgen. “If US$260 million, it provides pet-food manu- enabled 24/7 operations at Menu Foods, the connection to the host is lost or the server is facturing to 17 of the top 20 North American retailers as well as leading pet specialty retailers in North America. “RFgen extends JD Edwards solutions so Management wanted to be able to find out where and when every product was manufac- companies can continue to operate the manu- tured, and the origin of the ingredients in the facturing facility autonomous from the central product. Their legacy custom data collection system did not have the lot traceability and server with real-time visibility.” shipment tracking they required. They needed a proven, successful data collection solution – Robert Brice, Executive Vice President, RFgen that would provide real-time integration with everything from manufacturing to license regardless of the availability of the JD Edwards down for backup, RFgen extends JD Edwards plating. EnterpriseOne host system. It also provided solutions so companies can continue to operate real-time integration for supply chain oper- the manufacturing facility autonomous from the A Better Way of Tracking ations. “Being a more modern technology, central server with real-time visibility.” After careful vendor research, Menu Foods RFgen has enabled Menu Foods with the tools RFgen’s applications are easy to customize and chose RFgen’s Integration Suite for Oracle’s they need to expand the use of data collection adapt to each organization’s specific supply chain JD Edwards Applications for its proven suc- in their operations,” says Bennett. requirements, with one of the shortest implementa- cess in giving customers total lot traceability, RFgen’s ease-of-use has reduced end- tion times in the industry. “We deliver the power of efficiency, and real-time integration with their user training time and resulted in an improved flexibility to the customer,” says Brice. z JD Edwards EnterpriseOne Release 8.10 solu- overall user experience. “The users like the tion from Oracle. RFgen helped Menu Foods ease-of-use,” says Bennett. “New employees implement its data collection solution over are able to learn the system quickly.” In fact, eight weeks in four facilities in Canada and the solution was so successful in improving Contact the United States. manufacturing and distribution operations that Enhance supply chain visibility RFgen’s Integration Suite for Oracle’s JD Simmons Pet Food expanded implementation to respond at the speed of business. Edwards Applications provided a number of of the RFgen software in another facility due For more information visit benefits for Menu Foods in its manufacturing to its success at Menu Foods. www.rfgen.com. 113259RFG_Oracle_advert_LINOp.pdf 1 6/20/11 12:44 PM

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