Pac Rim User Group Meeting Spring 2020 Agenda

8:00 am – 8:30 am Registration

8:30 am – 9:00 am Welcome, Agenda Review and Business
Doug Brininstool - President

9:00 am – 10:00 am Presentation – 9.2 Business Motivators to (Continuously) Upgrade
A must see for JDE professionals advocating for EnterpriseOne 9.2 as a platform for
innovation and digital transformation – this session is designed to create alignment
between business and IT and to help your C-Suite and business leaders become your
biggest JD Edwards (continuous) upgrade advocates. Topics include robotic process
automation, orchestrator, technology spending & adoption, future proof & autonomous
ERP, 9.2 customer adoption, citizen developer tools, notifications, personalization vs
customization, UX One, Modern & Mobile UI, continuous delivery & adoption, and
more.
Objective #1 Current data & trends that are increasing (JD Edwards) Digital
Transformation budgets
Objective #2 The C-Suite: Your biggest advocate for JDE Citizen Developer Tools &
Continuous Innovation
Objective #3 Attendee Takeaways: 9.2 Capabilities Whitepaper & One Page
9.2 Upgrade Matrix Template
Circular Edge – Andy Chase

10:00 am – 10:45 am Presentation – Application Development in 2020 and JDE’s getting to Vanilla
With the release of 9.2 and JDE Orchestrator, JDE has been espousing “getting to
vanilla” in the JDE core system. This direction opens a huge opportunity for
companies to develop customized and value driven custom solutions without breaking
up or manipulating the JDE functional logic. So, how do you start? In this session we’ll
talk about what the state of play is in the application development space from open
source to the latest foray of software providers and “Low Code” offerings. There are a
ton of ways to move, learn how to choose the route which makes the best sense for
your business. Whether you’re on 9.2 or not, you can still learn about the array of
opportunities which exist in the application development space.
K-Rise – Grant Smith

10:45 am – 11:00 am Break

11:00 am – 12:00 pm Presentation – Reimagine Your Retrofitting! A Wilbur-Ellis Story about upgrading with
continuous adoption in mind.
Wilbur-Ellis upgraded from 9.0.2 to 9.2 during 2018. Instead of running the project
entirely on their own, which is what they did when they upgraded to 9.0.2, they decided
to enlist the help of an experienced and specialized Systems Integrator. Why? Because
they were very keen to reduce the size of, and to clean up, their modified footprint. A
nice, tidy and smaller modified footprint, after all, ensures that the software will be
easier to maintain and that all future projects will be less challenging and will probably
take less time and resource. These are key ingredients for any strategy a company
might adopt for life after upgrading to 9.2. Wilbur-Ellis's JDE solution is being used by
2,300 users in 3 divisions and 20 countries. As part of their upgrade they identified a
39% reduction in the modified footprint, saving a potential 236 days of effort. The
revised footprint of roughly 2,500 objects was then retrofitted on-time and on-budget
and supported a seamless transition from object delivery into testing. Quite a success!
OBJECTIVE 1: Understand how Wilbur-Ellis not only worked with DWS to reduce the
number of modifications to be retrofitted, but also decided to move away from totally
customized localizations for India.
OBJECTIVE 2: Learn how the highly skilled and experienced Wilbur-Ellis team, including
development resources, were able to agree a plan that leveraged the particular skills of
their own people alongside the development and technical experts from DWS.
OBJECTIVE 3: Explain how the project was managed and controlled, particularly focusing
on quality assurance and testing.
Wilbur Ellis and DWS-Global – Ankur Goswami & Ryan McBride

12:00 pm – 1:00 pm Lunch

1:00 pm – 2:00 pm Presentation – BI Tools to Shorten Financial Close
End of period financial closing is a stressful time if you’re in finance—but it
doesn’t have to be. With QuickLaunch for JDE and Microsoft Power BI you can
shave days off your normal close process. In this presentation focused on period-
end close we will:
• Explore GL, AP and AR dashboards and reports that reflect typical month and year-end analysis
• Show you how QuickLaunch turns cryptic JD Edwards attribute names into business-friendly terms
• Easily solve complex time-based calculations, such as Month-to-Date, Year-
to-Date, or Inception-to-Date, based on your fiscal calendar
• Analyse AR and AP “As of” Aging visually in Power BI or dynamically in an Excel Pivot table
Preferred Strategies – Adam Crigger

2:00 pm – 2:30 pm Break and Meet with Vendors

2:30 pm – 3:30 pm Presentation – What Risks and Controls in JDE?
In this session attendees will learn about developing and implementing a JDE security
model while avoiding common auditing pitfalls. Q Software has over 15 years in the
audit & security management industry and will share what we have learned from
working with auditors, including big 4, mid 6, internal corporate audit staffs, and our
own customer experiences.

Vrinder Randhawa Singh has 20+ years of IT and software experience, 17 of which includes working with clients at various levels of the organization to find solutions that optimize their controls to cut compliance costs and reduce the likelihood of fraud. He has presented at conferences around North America.
Q Software – Vrinder Singh

3:30 pm – 4:00 pm Vendors and User Group drawings and cleanup