Say It Ain't So… Oracle Cloud Reporting Options for JDE?

Say it ain’t so… Oracle Cloud Reporting Options for JDE?

Jeff Silverman, Analytics - Business Applications Seth Chaikin, JDE - Business Applications

#JDEINFOCUS Speakers

Seth is Managing Director with Grant Thornton in the Business Applications practice in the JD Edwards solution line. He has over 20 years of consulting experience, across a diverse set of industry and public sector clients and is Project Management Professional (PMP) certified. Seth's experiences include planning and program management of multi-faceted implementation projects, hands on management and implementation of ERP software packages, business process reengineering and system architecture design.

Jeff Silverman is Senior Manager with Grant Thornton, LLP as an integral part of the National Business Analytics practice. He is certified in in over 20 different technologies and specializes in assessment and planning of analytic solutions. He has demonstrated astute analytical ability throughout his professional career and understands end-user analytical needs from technology. He has strong leadership and program management skills fostered during his time as a Lieutenant Colonel in the US military. Jeff is also a military reservist and leads US Strategic Command's Big Data Initiative.

#JDEINFOCUS Topics

1 Discussion of JDE Reporting Capabilities

2 Historic JDE Reporting Extensions 3 Platform Modernization within ERPs 4 Oracle Reporting Extensions thru Analytics Cloud 5 JDE Accelerators for Reporting Integration

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"Out of the box reporting is limited for JDE Financial Statements"

"..visualizations cannot exist within our general reporting without 3rd party additions and even then, its clunky to add them to our reports."

“JDE lacks a true slice and dice capability to contrast segments versus scenarios"

"There is an inability to combine disparate data sources with JDE data. I cannot report data from these siloes against our ERP."

"Custom development directly in JDE is costly and laborious."

Not now because… • Cost of licensing • Cost and maintenance of infrastructure • Time and expense of building custom solutions • Maintaining existing solutions • Internal skills • Industry preferences

© 2017 Grant Thornton LLP | All rights reserved | U.S. member firm of Grant Thornton International Ltd 9 JDE “Out of the Box” Reporting • Standard, pre-built reports • Several hundred standard reports provided, across all modules of the system • Limited ability to control output based on processing options and data selection • Typically satisfy common reporting needs (ex. Stock Status, Income Statement, Balance Sheet, AR Aging), but are very limited in flexibility • OneView reports • Require a separate license • Provide a wide range of inquiry capabilities • Report creation is fairly technical and limited in ability to summarize, sort, slice and dice data • Custom developed reports • Can be created using the JDE development toolset • Provide a lot of flexibility to create reports as needed, but development time can be length • Changes require re-development and full dev life cycle

• No cost – provided• withWeaknesses module • Very limited flexibility licensing • Any changes require custom Standard Reports • Handle many basic reporting development needs • Developed for a broad need – not industry specific • Provide more flexibility to create • Requires additional licensing reports off of data in OneView • Requires technical skills to applications leverage BI Publisher to create OneView Reporting • Provide dashboard look and reports feel, with drill through capability • Reporting summarization, sorting, calculations are limited • Can be developed to meet • Custom development life cycle Custom Developed specific needs is timely and costly Reports • Can leverage existing reports as • All changes require a full dev life a starting point cycle

• Overlay reporting tools are available • Insight / Hubble • ReportsNow • Spreadsheet Server (now part of Insight) • These report directly off of the transactional tables in JDE – no data warehouse or datamart • Potential to impact performance of the core system • Leverage existing JDE business views, indexes, etc…, so often require development of new business views • Faster development life cycle for new reports using these tools, but still require technical expertise • End users can create simple reports, but most require technical team input to ensure they are efficient and return correct data

© 2017 Grant Thornton LLP | All rights reserved | U.S. member firm of Grant Thornton International Ltd 14 Reporting Extensions for JDE within Analytics Cloud JDE + OAC Extending Capabilities Reporting and analytics spectrum

Diagnostic Predictive Prescriptive Descriptive (Why did it (What will (What should (What happened) happen) happen) we do about it)

JDE status quo Customized extensions • Canned reports • Mobility • Limited segment • Transactional table view dashboards

OAC-modeling OAC-reporting • Cube slice/dice • Unified reporting • Scenario modeling • Advanced • What-if analysis visuals • Metrics modeling • Drill to detail • Profitability • Alerts/notification analysis

• Unified cloud reporting • Flexible reporting • Data visualization and mobility • Ability to model your data OAC's Excel Add-in: Smartview • What-if scenarios

© 2017 Grant Thornton LLP | All rights reserved | U.S. member firm of Grant Thornton International Ltd 17 Comparison of Capabilities JD Edwards (JDE) is the staple enterprise resource planning tool of many industries. However, while it is great at data capture, there are limitations in the canned reporting options available, as well as difficulty in retrieving and synthesizing data across multiple tables or modules.Oracle Analytics Cloud (OAC), is the tool to overcome reporting challenges of JDE and round out capabilities necessary in modern-day business.

JD Edwards Challenges: Oracle Analytics Cloud Solutions: • Out of box financial statements do not meet • BI Cloud or Essbase Cloud provide reporting and needs of most clients. Analysis is limited the data insight needed

• Does not have a broad selection of visualization • Data Visualizer, BI Cloud, Analytics Cloud, Dashboards provide many methods to analyze data beyond tabular reports

• Limited access to mobile platforms • Mobile reporting application, Day by Day, includes powerful search and visualizations

• Custom report development is time consuming • Grant Thornton's toolkit offers a blueprint that and costly maps tables of the ERP system to subject areas

Multiple options for data loads Impacts • Uploaded flat files • Database as a service • Scalable enterprise-wide platform • NetSuite sources • Automated and scheduled reporting • Timely ad-hoc reporting • Rich visualizations and dashboards Multiple enterprise reporting options • Decreased efforts gathering data leads to increased • Smart View (access via Excel) to efforts analyzing data and discovering trends consolidate cubes • OBI integration with Essbase or Database • Data Visualizer integration of combined sources

Self service options for reporting • Slice and dice dimensions (pivot table) • Next generation excel integration includes cube design, dimension modeling and KPI’s • Wide-range of business modeling and management reporting applications • Integration with BI and data visualization cloud service

Multiple reporting options • Prescriptive dashboards for consumers • Self-service analysis for LOB users • Explore, visualize, share insights • Native integration with Essbase Cloud • Connect to EPM cloud • Relational sources • Cloud and on-premise connectivity • Day-by-day customizable mobile app

Data modelling options Cloud data modeler Advanced modeling tool • Power-user develop models • DBaaS sources • Advanced model development • On-line access support

Metrics that matter • Devise and model key metrics and apply to your data • Track benchmarks and performance

Sandboxing and scenario management Create • Create private copy data for what-if and sensitivity analysis What-if • Refresh from the base data or merge the Sandbox into it Reject Submit • Apply lightweight workflow to scenarios and submit approvals Approve • Assign approver and viewer type roles

Apply

Capability JDE OAC

Limited to transactions entered into JDE Enterprise view that combines Source System Unified Reporting database and disparate data sources

Pivot table options to navigate multi- Static Reports Saved Searches and limited dimensionally in Excel, in robust dashboard, or Flexibility of Reports ability to adjust canned reports self-serve visualizer

Standard reporting and graphs with some add- Advanced visualizations, custom mobility options Visualizations in mobility options

Data modelling must be conducted in the core system – no modelling layer. Custom Built in modelling layer allows for custom Ability to Model Data segments available but limited on some modelling and metric calculation. reports like budget comparisons.

What-If (Prescriptive) Unable to perform predictive analytics; Augment existing data with various scenarios to Scenarios Inflexible to adjust What-Ifs when posted evaluate future measures/opportunities

Grant Thornton’s Accelerator Scripts allows initial connection to critical JDE Financials tables including:

• F0911- GL Detail F03B13- AR Payments • F0902- GL Balances F4301- Purchase Order Header • F0901- Chart of Accounts F4311- Purchase Order line item details • F0411- AP Invoices F43199- PO History • F0413- AP Payments F4201- Sales Order Header • F0414- AP Payment Details F4211- Sales Order Detail F42199- Sales Order History • F03B11- AR

Discover Transform Grow

Analytics assessment Reporting overhaul Unified reporting • Determine • Confirm gaps/solutions engagement Gaps/solutions • Re-design reporting strategy • Scale reporting to enterprise • Rapid prototype • Deploy full suite of reporting • Merge disparate data sources • Create enterprise view

Our approach can begin anywhere on the "readiness" spectrum, determining/ confirming reporting needs and solving via the comprehensive tools within the Oracle Analytics Cloud.

Session ID: 2019JDE-101500

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