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Supporting JDE – Round Table
Batesville Casket
Maclean Fogg
Worthington Industries
104610
Jason, Jeff, Brian, Justin
Jason Batte
Vice President –
Technology
Jeff Lewis
Sr Manager -
ERP & Integrations
Brian Whiting
Director -
Business Systems
Justin Skaggs
Delivery Lead – JDE
Systems
Today’s Speakers
Supporting JDE – Topics and Questions
• How do you get the business involved in leading JDE?
• How do you prioritize projects?
• How are you able to support this projects and keep the day to day
operations going?
• What type of needs/wants is the business asking for?
• How can you keep as much functionality in JDE Vs other Third Party
or best of breed?
• What is your plan to stay current with JDE?
• Does a JDE Steering Committee make sense to drive direction of
JDE?
1994
2017
23 years
Applications and Licensing Reseller
Implementation and Upgrade Services Provider
Managed Service Provider
• 165 Employees vs. Subcontractors
• Less than 10% of revenue from subs in
2016
• Employee model provides better, more
consistent results
• Culture of teamwork fosters more
reference-able projects
• Everyone on the same page, pulling for
your success
Cincinnati
Upgrade Experience
Business Vs IT Or Business POWERED by IT
•Top 5 Issues of Business and IT Working Together
– Communication
– Respect
– Process Ownership
– Balance of Control
– Commitment
About Batesville
• Headquartered in Batesville, Indiana
• Established in 1884
• Industry leader in North American funeral products for burial solutions, cremation options, memorial
keepsakes, technology solutions, and business solutions
• Our mission: Helping families honor the lives of those they love®
• Focus on delivering manufacturing excellence, product
innovation, superior customer service, and reliable delivery
• 100 manufacturing and distribution facilities located across the
United States, Canada, and Puerto Rico
• Subsidiary of Hillenbrand, Inc., a global diversified industrial
company with multiple market-leading brands that serve a wide
variety of industries
History of JD Edwards at Batesville
• Implemented JDE XE in 2000
• Upgraded XE to 8.10 in 2006
• Upgraded 8.10 to 9.0 in 2010
• Upgraded 9.0 to 9.2 in November 2016
• Modules include:
– Financial Management- Accounts Payable, Accounts Receivable, Fixed Assets, General Ledger
– Asset Lifecycle Management- Capital Asset Management, Equipment Cost Analysis, Condition-based
Maintenance
– Order Management- Sales Order Management, Inventory Management, Configurator, Advanced Pricing
– Procurement & Manufacturing Management- Procurement, Work Orders, Product Data Management,
Configurator, Material Planning
• Major Integrations include:
-DSI -Oracle Hyperion Planning -Transform
-Oracle Sales Cloud -ERP2WEB -Kronos
-Ortec Delivery Routing -XRS Telematics -Vertex
-Mobile Applications -Archivist
JDE Support Infrastructure
ERP & Integrations
Manager
Operations
Application Support
Analysts (3)
Logistics Application
Support Analysts (2)
Marketing
Application Support
Analysts (2)
Finance/Sales/HR
Application Support
Analysts (3)
CNC (1) DBA (1)
Batesville JDE Application
IT Support
Hillenbrand Technical JDE Support
• Business Analysts
• Developers
Information Technology
Core Business Partners
Operations Logistics Marketing Finance Sales Human Resources
Plant Managers,
Liaisons, and
Controllers (~10)
RDC Managers, CSC
Managers, and
Super Users (~45)
Directors,
Managers, and
Analysts (~5)
Directors,
Managers, and
Analysts (~20)
Managers and
Analysts (~3)
Directors,
Managers, and
Analysts (~7)
**Concurrent JDE Users: 300
About Maclean Fogg
• Headquartered in Mundelein, Illinois
• Incorporated in 1925
• “Help the industry, and we will help ourselves. Solve the customer’s
problems, at a fair price, and on time”
• Two Primary Business Units
– MacLean Power Systems
• Nine North American Facilities
• Providing products across the power distribution, utility, hardware and telecommunication markets
– MacLean-Fogg Component Solutions
• Thirteen domestic manufacturing facilities
• Providing solutions to the automotive, industrial, heavy truck and other markets.
History of JDE at Maclean Fogg
• Began Phased Rollout in 2013
– Eight Facilities live by end of April 2017
– Includes all order to cash and procure to pay processes
• Moved to One World and Windows Environment in 2000
• Interfaces/Touchpoints include:
– Oracle HFM
– RFSmart
– Integrated EDI
• Upgraded to 9.2 from 9.1 beginning Q2 2016
• Live at all domestic locations by 2020
JDE Support Infrastructure
• Internal Team
– Business – Power user focus
• Train the trainer during project
• Leverage 3rd party self-service reporting at the site
• Heavily document processes, decisions and work-arounds
– IT Team – Shared with Implementation, for now.
• 2 Developers, 1 Full-time CNC (backed by Terillium on-call CNC)
• Project Manager
• 1 Dedicated BA (in Training)
• Project BA team supports as needed
– 2 Distribution (Sales Order, Warehouse, EDI)
– 2 Manufacturing / Planning / Procurement
– 1 Finance
– 1 RFSmart / Data Collection Technical
– 1 Engineer / Shop Floor Transactions / Report Writer
About Worthington Industries
Worthington Industries is a
market leader in value-added
steel processing, pressure
cylinders, and heavy
equipment manufacturing.
About Worthington Industries
• Headquartered in Columbus, OH
• 83 Facilities
• 11 Countries
• 10,000 Employees
Global Support Required
History of JDE Worthington
• JDE Users since 1999
– Finance
– Expense Management
– Purchasing
– Manufacturing
• Engineer To Order
• Make To Stock
– Distribution
– Inventory
– Advanced Warehouse
– JDE Deployed to 15 Facilities
– Currently Rolling Out Poland
Cylinders Division Acquisitions Supported by JDE
JDE Support Infrastructure
IT (FTE)
• 6 BAs
• 1 Developer
• 1 CNC / DBA
• 1 Delivery Lead
/ PM
• Help Desk
IT (External)
• Managed
Services (CNC)
• 2 BAs
• 1 Offshore Dev
• Project
resources as
needed
Business
• Super User
Group
• At least 1 user
from each plant
+ Corporate
functions
Supporting JDE – Topics and Questions
• How do you get the business involved in leading JDE?
• How do you prioritize projects?
• How are you able to support this projects and keep the day to day
operations going?
• What type of needs/wants is the business asking for?
• How can you keep as much functionality in JDE Vs other Third Party or best
of breed?
• What is your plan to stay current with JDE?
• Does a JDE Steering Committee make sense to drive direction of JDE?
Contact us: weknowjde@terillium.com
Questions?

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Supporting JDE - Collaborate Round Table

  • 1. Session ID: Prepared by: Supporting JDE – Round Table Batesville Casket Maclean Fogg Worthington Industries 104610 Jason, Jeff, Brian, Justin
  • 2. Jason Batte Vice President – Technology Jeff Lewis Sr Manager - ERP & Integrations Brian Whiting Director - Business Systems Justin Skaggs Delivery Lead – JDE Systems Today’s Speakers
  • 3. Supporting JDE – Topics and Questions • How do you get the business involved in leading JDE? • How do you prioritize projects? • How are you able to support this projects and keep the day to day operations going? • What type of needs/wants is the business asking for? • How can you keep as much functionality in JDE Vs other Third Party or best of breed? • What is your plan to stay current with JDE? • Does a JDE Steering Committee make sense to drive direction of JDE?
  • 5. Applications and Licensing Reseller Implementation and Upgrade Services Provider Managed Service Provider
  • 6. • 165 Employees vs. Subcontractors • Less than 10% of revenue from subs in 2016 • Employee model provides better, more consistent results • Culture of teamwork fosters more reference-able projects • Everyone on the same page, pulling for your success Cincinnati
  • 8. Business Vs IT Or Business POWERED by IT •Top 5 Issues of Business and IT Working Together – Communication – Respect – Process Ownership – Balance of Control – Commitment
  • 9. About Batesville • Headquartered in Batesville, Indiana • Established in 1884 • Industry leader in North American funeral products for burial solutions, cremation options, memorial keepsakes, technology solutions, and business solutions • Our mission: Helping families honor the lives of those they love® • Focus on delivering manufacturing excellence, product innovation, superior customer service, and reliable delivery • 100 manufacturing and distribution facilities located across the United States, Canada, and Puerto Rico • Subsidiary of Hillenbrand, Inc., a global diversified industrial company with multiple market-leading brands that serve a wide variety of industries
  • 10. History of JD Edwards at Batesville • Implemented JDE XE in 2000 • Upgraded XE to 8.10 in 2006 • Upgraded 8.10 to 9.0 in 2010 • Upgraded 9.0 to 9.2 in November 2016 • Modules include: – Financial Management- Accounts Payable, Accounts Receivable, Fixed Assets, General Ledger – Asset Lifecycle Management- Capital Asset Management, Equipment Cost Analysis, Condition-based Maintenance – Order Management- Sales Order Management, Inventory Management, Configurator, Advanced Pricing – Procurement & Manufacturing Management- Procurement, Work Orders, Product Data Management, Configurator, Material Planning • Major Integrations include: -DSI -Oracle Hyperion Planning -Transform -Oracle Sales Cloud -ERP2WEB -Kronos -Ortec Delivery Routing -XRS Telematics -Vertex -Mobile Applications -Archivist
  • 11. JDE Support Infrastructure ERP & Integrations Manager Operations Application Support Analysts (3) Logistics Application Support Analysts (2) Marketing Application Support Analysts (2) Finance/Sales/HR Application Support Analysts (3) CNC (1) DBA (1) Batesville JDE Application IT Support Hillenbrand Technical JDE Support • Business Analysts • Developers Information Technology Core Business Partners Operations Logistics Marketing Finance Sales Human Resources Plant Managers, Liaisons, and Controllers (~10) RDC Managers, CSC Managers, and Super Users (~45) Directors, Managers, and Analysts (~5) Directors, Managers, and Analysts (~20) Managers and Analysts (~3) Directors, Managers, and Analysts (~7) **Concurrent JDE Users: 300
  • 12. About Maclean Fogg • Headquartered in Mundelein, Illinois • Incorporated in 1925 • “Help the industry, and we will help ourselves. Solve the customer’s problems, at a fair price, and on time” • Two Primary Business Units – MacLean Power Systems • Nine North American Facilities • Providing products across the power distribution, utility, hardware and telecommunication markets – MacLean-Fogg Component Solutions • Thirteen domestic manufacturing facilities • Providing solutions to the automotive, industrial, heavy truck and other markets.
  • 13. History of JDE at Maclean Fogg • Began Phased Rollout in 2013 – Eight Facilities live by end of April 2017 – Includes all order to cash and procure to pay processes • Moved to One World and Windows Environment in 2000 • Interfaces/Touchpoints include: – Oracle HFM – RFSmart – Integrated EDI • Upgraded to 9.2 from 9.1 beginning Q2 2016 • Live at all domestic locations by 2020
  • 14. JDE Support Infrastructure • Internal Team – Business – Power user focus • Train the trainer during project • Leverage 3rd party self-service reporting at the site • Heavily document processes, decisions and work-arounds – IT Team – Shared with Implementation, for now. • 2 Developers, 1 Full-time CNC (backed by Terillium on-call CNC) • Project Manager • 1 Dedicated BA (in Training) • Project BA team supports as needed – 2 Distribution (Sales Order, Warehouse, EDI) – 2 Manufacturing / Planning / Procurement – 1 Finance – 1 RFSmart / Data Collection Technical – 1 Engineer / Shop Floor Transactions / Report Writer
  • 15. About Worthington Industries Worthington Industries is a market leader in value-added steel processing, pressure cylinders, and heavy equipment manufacturing.
  • 16. About Worthington Industries • Headquartered in Columbus, OH • 83 Facilities • 11 Countries • 10,000 Employees Global Support Required
  • 17. History of JDE Worthington • JDE Users since 1999 – Finance – Expense Management – Purchasing – Manufacturing • Engineer To Order • Make To Stock – Distribution – Inventory – Advanced Warehouse – JDE Deployed to 15 Facilities – Currently Rolling Out Poland Cylinders Division Acquisitions Supported by JDE
  • 18. JDE Support Infrastructure IT (FTE) • 6 BAs • 1 Developer • 1 CNC / DBA • 1 Delivery Lead / PM • Help Desk IT (External) • Managed Services (CNC) • 2 BAs • 1 Offshore Dev • Project resources as needed Business • Super User Group • At least 1 user from each plant + Corporate functions
  • 19. Supporting JDE – Topics and Questions • How do you get the business involved in leading JDE? • How do you prioritize projects? • How are you able to support this projects and keep the day to day operations going? • What type of needs/wants is the business asking for? • How can you keep as much functionality in JDE Vs other Third Party or best of breed? • What is your plan to stay current with JDE? • Does a JDE Steering Committee make sense to drive direction of JDE?

Notas do Editor

  1. This slide is to show our extension of Oracle. Sales – aligning our AE’s with Oracle ASMs Delivery (Operations) Support Working with Oracle’s JDE Strategy Team