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Matthew Topfer
insightsoftware.com
The New Age of JDE Reporting
Are you trying to automate the traditional reporting process (design, build, send and
defend) or are you rethinking the way you deliver business answers to your organization?
With a growing number of reporting tools available for JDE, all claiming to be end user
focused, what are the key factors in deciding your ERP reporting strategy?
• Learn of the bigger opportunity to revitalize your JDE implementation and challenge
some reporting sacred cows by ensuring a reporting strategy that addresses:
• What functionality is needed to enable smarter decisions enterprise-wide.
• How to accelerate tangible benefits from your ERP investment without consuming all
your IT resources.
• How to generate productivity gains in finance – the neglected core of your business.
Traditional reporting
• Difficult process
• Resource-intensive
• Report after report
after report
A Better Reporting
Process
• Greater insight
• More answers
• Fewer reports
Streamline Report Development
• Allow users to manage their own reports
• IT focus on complex, value added initiatives
MANAGEMENT really wants…
Increased visibility to critical information
Improved organizational productivity Higher
revenue and profits
IT really wants…
To get out of the report building business
More time for strategic initiatives To add
high value to the organization
USERS really want…
The business answers they need, with
information they can trust, right when
they need it.
Imagine if…
…your end users had the
right information to
answer their own
questions
…you didn’t have
inefficiencies in
your organization
due to bad data
…your business
processes were
truly optimized
…finance wasn’t
burdened with
data cleanup and
massaging
…you could integrate
your ERP, budgeting,
and reporting systems
…your IT group was no longer
consumed with managing
reporting technology and
building reports for end users
Understand
your business
Manage
your business
Predict
your business
an enterprise information company
JUST IMAGINE
one system that connects your people, data and processes
Cloud-based collaborative BPM –
discover, discuss, visualize and share
Rethink Reporting
Decision makers immediately
help themselves to answers
they need
What this means for operations
• Less requests, less time building
reports and going back and forth
on Q&A, more strategic work.
What this means for managers
• Users answer their own questions on the fly, right when they need
to – manage by exception.
Integrated Budgeting
Less Error
We don’t separate the
budgeting process from
JD Edwards
Less Hassle
Automation keeps all
stakeholders in sync
Less Time
Making revisions and
approvals easy is the key to
reducing cycle times
Remodel Processes
Would fluid access to your ERP data
simplify or eliminate Band-Aid
processes?
Pre-built and custom templates
across your entire ERP.
End users create ad hoc inquires or
reports in minutes and run them in
seconds.
Bloor report on implementation time
Time
Reality of Spreadsheets
Data Information
Export Cleanse Analyze
85% of time
74% of time
Cleansing the same report over
& over again
5-10 % of time 5-10 % of time
GOAL: Reverse the formula!
Spend time analysing instead of constructing
JDE Implementation & Upgrade
Typical Advantages
1. Reduction of risk & time for report writing
2. Dramatic cost savings for report development
3. Users Empowered immediately
4. Rapid and simplified Data Migration Validation
5. Validation of Master Data and Transactional Integrity
System Optimization
Typical Advantages
1. Integrity Management
2. Reduced Integrity Batch Processing
3. Reduced Restatement Batch Processing
4. Reduced Batch Processing for Month End
5. Chart of Accounts Re-structure
6. Budget Upload
7. Report Development Management
8. Intercompany Processing
Reminder – Please complete the session and overall meeting evaluation!

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The New Age of JDE Reporting

  • 2. The New Age of JDE Reporting Are you trying to automate the traditional reporting process (design, build, send and defend) or are you rethinking the way you deliver business answers to your organization? With a growing number of reporting tools available for JDE, all claiming to be end user focused, what are the key factors in deciding your ERP reporting strategy? • Learn of the bigger opportunity to revitalize your JDE implementation and challenge some reporting sacred cows by ensuring a reporting strategy that addresses: • What functionality is needed to enable smarter decisions enterprise-wide. • How to accelerate tangible benefits from your ERP investment without consuming all your IT resources. • How to generate productivity gains in finance – the neglected core of your business.
  • 3. Traditional reporting • Difficult process • Resource-intensive • Report after report after report A Better Reporting Process • Greater insight • More answers • Fewer reports
  • 4. Streamline Report Development • Allow users to manage their own reports • IT focus on complex, value added initiatives
  • 5. MANAGEMENT really wants… Increased visibility to critical information Improved organizational productivity Higher revenue and profits
  • 6. IT really wants… To get out of the report building business More time for strategic initiatives To add high value to the organization
  • 7. USERS really want… The business answers they need, with information they can trust, right when they need it.
  • 8. Imagine if… …your end users had the right information to answer their own questions …you didn’t have inefficiencies in your organization due to bad data …your business processes were truly optimized …finance wasn’t burdened with data cleanup and massaging …you could integrate your ERP, budgeting, and reporting systems …your IT group was no longer consumed with managing reporting technology and building reports for end users
  • 9. Understand your business Manage your business Predict your business an enterprise information company
  • 10. JUST IMAGINE one system that connects your people, data and processes
  • 11. Cloud-based collaborative BPM – discover, discuss, visualize and share
  • 12. Rethink Reporting Decision makers immediately help themselves to answers they need What this means for operations • Less requests, less time building reports and going back and forth on Q&A, more strategic work. What this means for managers • Users answer their own questions on the fly, right when they need to – manage by exception.
  • 13. Integrated Budgeting Less Error We don’t separate the budgeting process from JD Edwards Less Hassle Automation keeps all stakeholders in sync Less Time Making revisions and approvals easy is the key to reducing cycle times
  • 14. Remodel Processes Would fluid access to your ERP data simplify or eliminate Band-Aid processes? Pre-built and custom templates across your entire ERP. End users create ad hoc inquires or reports in minutes and run them in seconds.
  • 15. Bloor report on implementation time Time
  • 16.
  • 17. Reality of Spreadsheets Data Information Export Cleanse Analyze 85% of time 74% of time Cleansing the same report over & over again 5-10 % of time 5-10 % of time GOAL: Reverse the formula! Spend time analysing instead of constructing
  • 18. JDE Implementation & Upgrade Typical Advantages 1. Reduction of risk & time for report writing 2. Dramatic cost savings for report development 3. Users Empowered immediately 4. Rapid and simplified Data Migration Validation 5. Validation of Master Data and Transactional Integrity
  • 19. System Optimization Typical Advantages 1. Integrity Management 2. Reduced Integrity Batch Processing 3. Reduced Restatement Batch Processing 4. Reduced Batch Processing for Month End 5. Chart of Accounts Re-structure 6. Budget Upload 7. Report Development Management 8. Intercompany Processing
  • 20. Reminder – Please complete the session and overall meeting evaluation!