<Insert Picture Here> Solutions for Every Size, Today. Tomorrow. Managing Your Business Everyday with JD Edwards EnterpriseOne SOX DISCLAIMER The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Topics Why JD Edwards EnterpriseOne? An application for businesses of any size with many technology and industry choices A footprint for key business functions The backing of a large, established, and growing software company Oracle Applications Unlimited – You Pick Your Future JD Edwards EnterpriseOne roadmap Oracle Fusion and JD Edwards EnterpriseOne Closing Remarks Questions and Answers T1: 3 <Insert Picture Here> Why JD Edwards EnterpriseOne? T1: 4 Why JD Edwards EnterpriseOne? An enterprise solution for managing business processes and solving business challenges for any-size business with a 30 year heritage. A business application that grows and evolves with your business. We are SMB – Small, Medium and Big! A software package that works with a broad range of technical infrastructure choices. A solution backed by one of the largest software firms in the world with continued investment and innovation fueled by a $1.5B R&D budget and strategic acquisitions. Experience across all industries with exceptional, in-depth knowledge of industrial manufacturing, engineering and construction, oil and gas, natural resources, chemicals, consumer products and wholesale distribution T1: 5 Enable Businesses to Make Great Products … Bicycle OEMs and Suppliers Clothing Manufacturers and Retailers Toys Recreational Equipment Jewelry and Fashion Accessories Energy Bars T1: 6 … that Craft your Meals Throughout the Day … Cereal Wine Beer Snacks Chocolate Dairy Products Quick Serve Restaurants Soft Drinks Bottlers Canned Foods Juice Produce T1: 7 … and Fuel the Global Infrastructure of Commerce. Utilities Oil and Gas Construction Electronics Mining Valves Paper Cement Pharmaceuticals Chemicals Milled Products Tools T1: 8 Industry Experience Around the Globe Since 1996 Manufacturing and Distribution Asset Intensive Project Oriented General Business • • • • • Consumer Goods Industrial Manufacturing Life Sciences Automotive Wholesale Distribution • Natural Resources • Pulp and Paper • Chemicals & Lubricants • • • • Construction Homebuilding Commercial Real Estate Government Contracting 50% 17% 22% T1: 9 Active Customers in All Oracle Industry Segments Aerospace and Defense Automotive Chemicals Communications Consumer Products Education and Research Engineering and Construction Financial Services Healthcare High Technology Industrial Manufacturing Life Sciences Media and Entertainment Natural Resources Oil and Gas Professional Services Public Sector Retail Travel and Transportation Utilities Lead product for Oracle worldwide ERP sales in one or more sub-segments T1: 10 An Enterprise Solution Built for Choice and Growth Integrate to other Oracle or other Company Products if Desired Modules (Business Applications) Common, Integrated Technology Platform Database + Operating System + Hardware T1: 11 Choices to Satisfy your IT Infrastructure Client Browsers Internet Explorer Internet Explorer Mobile Safari (Mac O/S) Mozzilla (Linux) Database Software Oracle IBM DB2 Microsoft SQL Server Operating System IBM System i IBM AIX Microsoft Windows Sun Solaris HP Unix Red Hat Linux Hardware Platform IBM System i HP Integra HP Intel Sun Wintel T1: 12 A Product Footprint for Key Business Functions … Financials Analytics Human Capital Customer Relationship Capital Assets Tools and Technology Manufacturing Supply Chain Planning Supply (Procurement) Supply Chain Execution Projects Real Estate/Home Construction T1: 13 … integrated for General Business Operations … FINANCIAL MANAGEMENT: General Ledger Expense Management Cash Management Accounts Payable Fixed Asset Accounting Accounts Receivable Advanced Cost Accounting Financial Reporting Financial Planning and Budgeting ANALYTICS: Analytics Enterprise Performance Management HUMAN CAPITAL MANAGEMENT: HCM Foundation Human Resources Time and Labor Payroll Employee & Manager Self-Service eRecruit CUSTOMER RELATIONSHIP MANAGEMENT: CRM Foundation Mobile Sales Sales Order Management Demand Consensus Sales Force Automation Advanced Pricing Agreement Management Configurator Product Variants Multi-Channel Support Solution Advisor Case Management Customer Self-Service Branch Scripting CAPITAL ASSET MANAGEMENT: Work Order Management Resource Assignments Equipment Cost Analysis Condition Based Maintenance TOOLS AND TECHNOLOGY: Tools Oracle Technology Foundation IBM Technology Foundation T1: 14 … with Manufacturing and Supply Chain Strength MANUFACTURING: Demand Flow® Manufacturing Plant Manager’s Dashboard Manufacturing Management (PDM, ETO, Shop Floor) Requirements Planning Quality Mgmt Blend Management Configurator SUPPLY CHAIN PLANNING: Production Distribution & Planning Supply Planning & Vehicle Loading Production Scheduling Demand Forecasting Sales & Operations Planning Demand Consensus Order Promising Advanced Forecast Modeling Supply Chain Business Modeler Strategic Network Optimization SUPPLY MANAGEMENT: Buyer Workspace Agreement Management Procurement & Subcontract Management Supplier Self-Service Operational Sourcing Requisition Self-Service Grower Management Grower Pricing & Payments SUPPLY CHAIN EXECUTION: Transportation Management Inventory Management Warehouse Management Advanced Stock Valuation Bulk Stock Inventory RFID Processor Demand Scheduling Execution PROJECT MANAGEMENT: Project Costing Change Management Contract and Service Billing REAL ESTATE AND HOME CONSTRUCTION: Real Estate Management Real Estate Analytics Advanced Real Estate Forecasting Homebuilder T1: 15 Utilizing Common Attributes Across the Footprint Visibility to a single source of truth across an integrated application suite Ad-hoc reporting-enabled for authorized business users Integration with desktop productivity tools Increase productivity through intuitive, single user interface Rapid, predictable upgrades through product specific tools and configurations Single integrated toolset for streamlined IT operations T1: 16 Scalable as Companies Grow and Expand Add functionality to a common chassis to meet new business needs fueled by growth. Small Small Medium Large Company Growth Common technology and tools platform for all JD Edwards EnterpriseOne applications T1: 17 Leveraging Oracle Acquisitions Integrations to advanced, acquired Oracle companies Small Small Medium Large Company Growth T1: 18 Major Business Unit with Dedicated Resources Over 1,800 employees in Denver with resources in India and elsewhere Leverage Oracle resources across the globe Dedicated business unit with product, support, development, testing, marketing General Manager with P&L responsibility JD Edwards Campus, Denver, Colorado (USA) T1: 19 With Three Decades of Business Experience 1996 EnterpriseOne launched 1997 $1B annual sales 1977 JD Edwards founded 2001 Numetrix, YouCentric acquired 2003 Peoplesoft acquires JD Edwards Jack Thompson Dan Gregory Ed McVaney 1984 World launched 2005 Oracle acquires Peoplesoft 2006 Release 8.12 2007 30 years old 1 1970s 1980s 1990s 2000s 2010s T1: 20 Oracle’s Commitment Echoed By Analysts “The JD Edwards EnterpriseOne 8.12 release certainly shows Oracle's commitment to the JD Edwards product line and customer base.“ John Blanchard ARC Advisory Group April 26, 2006 T1: 21 Global Traction with New and Existing Customers VAR Business Magazine Names JD Edwards EnterpriseOne To Top 40 Mid-Market Products List August 7, 2006 Auckland (NZ) International Airport Completes JD Edwards EnterpriseOne 8.11 SP1 Upgrade August 2, 2006 HarperCollins Publishers Selects JD Edwards EnterpriseOne As New, Global ERP System June 26, 2006 T1: 22 Oracle Press Releases Highlight Commitment Oracle to Expand Global SMB Investment with IBM for JD Edwards Oracle Announces New Release of JD Edwards EnterpriseOne Oracle to Enhance JD Edwards Applications on IBM System i5 Beyond 2013 T1: 23 Continued, Enhanced Support of User Groups 15 active, product and industry focused user groups organized through Quest each with a direct EnterpriseOne Product Strategy contact. Process underway to establish a framework with Quest to accept, evaluate and process enhancement white papers with EnterpriseOne product strategy. EnterpriseOne Product Strategy meets face-to-face with user groups at each Quest Collaborate and Oracle OpenWorld conventions Evaluation underway to establish a “C” level, EnterpriseOne specific Strategy Council for product direction T1: 24 The Numbers Document A Compelling Story 1 integrated database with all available applications 2 technology stack options (red and blue) 3 database choices (Oracle, DB2, SQL) 4 new applications in release 8.12 (+1 more coming) 10 Years of JD Edwards EnterpriseOne (October, 2006) 18 new applications in three years 30 years of JD Edwards products 67 applications modules 86 business segments of customers 104 countries with customers 1,040 product enhancements in three years 3,500 active customers across the globe 25,000 Data per May 31, 2006 seats at largest customer T1: 25 <Insert Picture Here> Oracle’s Applications Unlimited Breaking Through 2013 T1: 26 Applications Unlimited: Customers Pick Their Path Oracle’s plan to continue providing ongoing enhancements to current Oracle applications beyond the delivery of Oracle Fusion Applications Continued product releases beyond release 9.0 Customer driven product roadmaps Dedicated development teams in Denver and elsewhere No forced upgrades to Fusion or other products T1: 27 With Lifetime Support Policies for All Products Premier Support Extended Support Sustaining Support Database 5 years 3 years Indefinite Fusion Middleware 5 years 3 years Indefinite Enterprise Manager 5 years 3 years Indefinite Collaboration Suite 5 years 3 years Indefinite E-Business Suite 5 years 3 years Indefinite Peoplesoft Enterprise 5 years* 3 years Indefinite JDE EnterpriseOne 5 years* 3 years Indefinite At least 2013 Not Applicable Indefinite Product JDE World * Tax and regulatory updates will be offered for 6 years T1: 28 Oracle Offers Your Business a Choice 1 You can continue with your current, supported applications system which will be protected and extended indefinitely into the future 2 Based on your business requirements and timeline, you can upgrade to Fusion Applications targeted for 2008 Whatever You Decide, Oracle Will Take Care of You! T1: 29 <Insert Picture Here> JD Edwards EnterpriseOne Roadmap T1: 30 A Roadmap with Many Recent Successes • Demand Flow® Manufacturing • Embedded CRM Sales & Service • Sales & Operations Planning • Requisition Self Service • Pay When Paid • Compliance Solutions 1 2 3 CY 2004 Usability Performance Tools Updates ESU Consolidation HCM Leave Admin CRM Enhanced Searching • Fusion Middleware Support 8.11 8.11 8.12 SP1 4 1 2 3 2005 • Operational Sourcing • Grower Management • Grower Pricing and Payments • Blend Management • Transportation Sequencing • Pricing Matrix • Activity/Calendar Usability • Fixed Asset Reg. • GDPDU Tax Extracts • Leave Enhance Phase II • Training, eRecruit Search • DBA Enhancements • • • • • • 4 1 2 3 2006 4 1 2 3 2007 4 1 2 3 2008 4 1 2 3 4 2009 Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.T1: 31 A Busy Roadmap to the Future F Fusion is part of every release since the acquisition • Fusion Integration • Government Contracting • Localization – India, Czech Republic, Hungary • Food & Beverage • Configurator Enhancements 2 3 8.11 F 8.12 SP1 4 Kit Processing Enhancements Outbound Consignment Order Fulfillment Workbench Performance & Data Quality Real Estate Expense Participation Real Estate AREF Homebuilder Enhancements Operational Analytics: Plant Manager Dashboard 8.11 1 • • • • • • • 1 2 3 CY 2004 2005 8.94 8.95 4 1 2 3 2006 8.96 F F 4 9.0 1 2 3 4 1 2 3 2007 2008 8.96 Post 8.97 4 1 2 3 4 2009 Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.T1: 32 8.11. Pure Internet, DDM, Embedded CRM Demand Flow Manufacturing (DDM) Line design, Kanban management, daily planning/sequencing, resource management, item completion RFID Processor RFID transactions supported for inbound, movement, and outbound transactions Customer Relationship Management Complete rewrite of U-Centric into E1 for true embedded CRM: • Sales Force Automation • Mobile Sales • Sales Order Entry • Configurator • Case Management • Branch Scripting • Solution Advisor • Service Management • Customer Self-Service Supply Chain Planning and Execution Performance. Usability. Quality. (SP1) License plating, real-time lean data, lot control and quality, lean forecasting. Across the board improvements for error handling, rendering, report viewing, application specific (21 modules), ESU consolidation … T1: 33 8.12. New: Operational Sourcing, Food & Beverage Operational Sourcing Internet base collaboration for entire procurement process including bid, registration, response, award, analysis Transportation Sequencing Sequence demand and delivery with EDI transaction capture, sequencing to order fulfillment, carton/label management Distribution Industry - Advanced Pricing Flexibility and intuitive pricing engine for recommendations for effective pricing strategies with skip-to-logic and price override FBP: Grower Management Track land attributes and growing processes to duplicate successful techniques FBP: Grower Pricing and Payments Improve visibility and control over contracts with growers to insure compliance FBP: Blend Management Establish, maintain lot quality by tracking attributes from source of supply to finished product Financial Management Improvements Asset transfer improvement, depreciation, disposal between companies and currencies T1: 34 9.0. Planned Investment Across the Product Line Government Contracting Manufacturing – Kit Processing Support cost collection, allocation, reporting and billing on government contracts throughout contract lifecycle. Fusion Integration Streamline order to cash by grouping multiple items together to sell as a unit. Individual kit components with kit integrity. Real Estate – Expense Participation Application adoption of Fusion Middleware for highly extensible solution based on open standards & technologies (Java, Web Services, XML, SOAP) Order Fulfillment Workbench Enable customers to allocate leasing expenses across tenants using various business rules for expense recovery. Food and Beverage Producers Handle scarce inventory to meet business objectives. Users can view and modify detail across many orders and view impacts. Roadmap content and dates subject to change without notice. Quantity and timing of future releases are shown for illustration purposes only. Scheduling for harvest activities, calculate maturity dates, speed actuals application for weigh tags; track QA samples T1: 35 Analytics Investment Adding dashboards to improve understanding and responsiveness to enterprise data: 1. At-A-Glance Monitor 2. Detail Report 3. Take Action Analyze Enhancing reporting with improved output management across products Evaluating advanced business intelligence integration and functionality between EnterpriseOne and Siebel – a tangible customer benefit of Oracle acquisitions. T1: 36 BI with Plant Manager’s Dashboard Metrics Compan y Branch / Plant Product Family Customer/ Supplier Saved Queries Capital System 4242 M30 * Cash and Capital Management Days Sales in Inventory Cash and Capital Management From 11/01/2005 To 12/31/2005 or days from Offset 30 Western Region Stock for Q1 • Revenue Management • Customer Shipment Performance • Manufacturing Performance • Inventory Management Effectiveness • Supplier Performance • Cash to Capital Management View Metrics Plant Manager: Lujiang’s Search by Dashboard 12/01/2005 Save query Edit queries Find Days Payables Outstanding Alerts Equipment Failure Shipments below target Features • Configurable summary page • Drill-up/down: context sensitive • View By: data sorting • Actions: • e-mail • link to application • launch UBE Related Actions View Details Days Sales Outstanding View Details Actual production vs. plan Email Print Related Metrics Projected cash vs Planned production Cash to Cash cycle View Details View Details T1: 37 Advanced Report Tools like XML Publisher Clean report layout Tables Charts Images Leverage existing EnterpriseOne reports Easy to create templates using familiar products (MS Word, Adobe) EDI creation through eText templates Translations Transformations T1: 38 <Insert Picture Here> Fusion and JD Edwards EnterpriseOne T1: 39 Oracle’s Next Generation of Business Applications is Called Fusion Applications An Integral Part of Oracle’s Fusion Trilogy: Architecture Middleware Applications T1: 40 A Roadmap with a Clear Vision of Oracle Fusion JD Edwards World A7.3 A8.1 A9.1 PeopleSoft Enterprise 8.9 9.0 Oracle E Business Suite 11i.10 9.0 8.12 8.11 8.11 SP1 JD Edwards EnterpriseOne 12i Fusion Applications Next Generation Oracle Applications T1: 41 Investment in Fusion Benefits All Customers Business Processes Data (transactions, configurations, system: users, roles, security) Processes (workflow, integrations, processing options) Customizations Customizations of existing objects and processes Extensions – creations of new modules IT Infrastructure and Skills Hardware and infrastructure IT skills and training Integrations and Interfaces Other 3rd Party Products (Tax: Vertex) Licensing Relationships End User Training Reporting T1: 42 JDE EnterpriseOne and the Fusion Process Future Deliverables 8.11 8.12 9.0 JD Edwards EnterpriseOne Interoperability and Upgrade Fusion 2005 Tech Single Apps Apps Suite 2006 2007 2008 2009 2010 2011 2012 2013 2014 Future Releases You Are Here Roadmap content and dates subject to change without notice. Quantity and timing of future releases are shown for illustration purposes only. T1: 43 <Insert Picture Here> Closing Remarks T1: 44 Comprehensive. Flexible. Affordable. Broad, integrated footprint built over the last ten years for core business operations plus basic and advanced manufacturing and supply chain activities Choices for databases, operating systems, and hardware scalable across small, medium and large businesses locally and globally. As you grow you can stay with your selected infrastructure. Well-defined roadmap backed with lifetime support and an unlimited future Dedicated product team leveraging Oracle’s worldwide resources for next generation technology today, including Fusion Architecture, Fusion Middleware and Fusion Applications. T1: 45 Q+A T1: 46 COPYRIGHT Copyright 2006, Oracle Corporation. All Rights Reserved.