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Story. Strength. Strategy.
Fundamentals of JD Edwards EnterpriseOne.
Lyle Ekdahl
Vice President Product Strategy Oracle JD Edwards EnterpriseOne
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.
JD Edwards EnterpriseOne
ƒ Our Story
New Customers. More Upgrades. Growing Ecosystem.
ƒ Our Strength
An evolving product line that leverages Oracle.
ƒ Our Strategy
Planned releases and incremental delivery.
ƒ Closing Remarks
ƒQ + A
3
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Our Story.
The Background of JD Edwards EnterpriseOne
4
JD Edwards EnterpriseOne is …
… a proven ERP software suite of pre-integrated
business applications – with extensive core,
operational and specific industry functionality for
organizations of any size – engineered for:
ƒ Rapid deployment
ƒ Low total cost of ownership
ƒ Flexible configuration
ƒ Scalable growth
ƒ Technology choices
ƒ Additional integrations
5
Embedded DNA Drives JD Edwards EnterpriseOne
Functionality
=
+
Integrated
Integrate
Scale
?
$
Flexible
Speed
Choice
Global
Total Cost of
Ownership
Industry
Focus
History
Green
6
Integrated.
Pre-Built Horizontal Architecture Connects All Modules
Individual JD Edwards EnterpriseOne Applications Module
JD Edwards EnterpriseOne Tools Layer
7
Flexible.
Configure System to Business Requirements with Soft Coding
UDC 1 -------UDC 2 -------Option 1
Option 2
Processing Options
…
UDC n ------User Defined Field Values
Record 1
Record 2
Record 3
Record 4
Data Selection
Roles and Responsibilities
8
Fast.
Configure and Deploy Quickly to Realize Value Sooner
Wizard
+
Template
Oracle Business Accelerators for
JD Edwards EnterpriseOne
9
Choice.
Run JD Edwards EnterpriseOne with Popular Technologies
Database
Hardware
O/S
Browser
10
Scale.
Business: Add Applications and Users with Initial Architecture
Phase 3
+
+
Phase 2
Initial go-live
+
+
+
+
+
Business
Growth
+
+
Increase Users as Needed
Individual Applications Module
JD Edwards EnterpriseOne Tools Layer
11
Scale.
Technology: Add Capacity with Initial System Design
Initial go-live
Phase 2
+
+
+
Phase 3
+
+
Phase 4
12
Functionality.
One Suite of Extensive Core and Deep Industry Features
Supply Chain Planning
Supply Management (Procurement)
Financial Management
$
Core
Operations
Supply Chain Execution (Logistics)
Supply
Chain Mgt
Industry
Specific
Analytics
Manufacturing
Order Management
Project Management
Human Capital Management
Capital Asset Management
Customer Relationship Management
Real Estate and
Home Construction
Food and Beverage Producers
(Agribusiness)
13
TCO.
Low Total Cost of Ownership Adds Lifetime Business Value
ƒ Customer inputs
ƒ Regulatory inputs
ƒ Technology inputs
ƒ Acquisition inputs
Single UI paradigm
Single application
space covering
major business
functions
Single integrated
tool and application
infrastructure
Single database
and model
ƒ Less IT support staff
ƒ Simplified cross
function, multi role use
ƒ More resources for
other needs and efforts
Low TCO
†
$
14
Integrate.
Connect Oracle, Legacy, Home and Third Party Applications
Custom
Legacy
ISV
Oracle AIA (PIP) Direct Batch Third Party
15
Global.
Global Ecosystem. Global Resources. Country Localizations.
Customers Partners Employees
JD Edwards Development Office or Campus
16
Focus.
Key Industries Guide Product Development
Engineering and Construction
CPG
(Projects and Services)
(Agriculture and Consumables)
Manufacturing and Distribution
Asset Intensive
(Wholesale Distribution)
(Energy, Resources, Real Estate)
17
History.
3+ Decades of ERP Leadership.
JD Edwards EnterpriseOne
OneWorld
Xe v2 ¼ ERP8
Xe
8.0
ERP9
8.9 8.10 8.11 8.11 8.12
SP1
9.0
B7.1.2 B7.3.1 B7.3.2 B7.3.3
1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008
A7.3
A8.1
A9.1
JD Edwards World
JD Edwards Corporation (1977 to 2003)
PeopleSoft Corporation (2003 to 2005)
JD Edwards Corporation
1977
PeopleSoft
2003
Oracle
2005
Oracle Corporation (since 2005)
18
Green.
Across our company, products and customers.
Corporate
Customers
Software
Oracle implementing
recycling, energy reduction,
mass transit and paper
reduction policies
JD Edwards customers
offer green oriented
products and services
Embedded ERP functionality
for supporting environmental
data and efforts
19
The Complete Picture of JD Edwards EnterpriseOne
Integrated Functionality ƒ Choice ƒ Low TCO ƒ Scale ƒ Fast
$
Core
Operations
Supply
Chain Mgt
Industry
Specific
20
Providing Complete Solutions for Companies that …
Have
Customers
Spend
Money
Buy
Things
own Property
and Assets
Manage
People
move and store
Things
Make
Things
care about
Compliance
21
The JD Edwards EnterpriseOne Footprint.
For Fast Growing Businesses of any Size …
Financials
Analytics
Human Capital
Management
Order Management
Customer Relationship
Management
Capital Assets
Tools and Technology
Manufacturing
Supply Chain Planning
Supply (Procurement)
Supply Chain Execution
Food and Beverage
Producers
Projects
Real Estate and
Home Construction
22
… integrated for General Business Operations …
FINANCIAL
FINANCIALMANAGEMENT:
MANAGEMENT:Financial
FinancialManagement
Management(General
(GeneralLedger
Ledger Accounts
AccountsPayable
Payable Accounts
AccountsReceivable
Receivable Fixed
FixedAsset
AssetAccounting
Accounting Advanced
AdvancedCost
CostAccounting)
Accounting) Expense
ExpenseManagement
Management
ANALYTICS
ANALYTICSAND
ANDBUSINESS
BUSINESSINTELLIGENCE:
INTELLIGENCE:Plant
PlantManager’s
Manager’sDashboard
Dashboard Financial
FinancialManagement
Managementand
andCompliance
ComplianceConsole
Console
HUMAN
HUMANCAPITAL
CAPITALMANAGEMENT:
MANAGEMENT:HCM
HCMFoundation
Foundation Human
HumanResources
Resources Time
Timeand
andLabor
Labor Payroll
Payroll Self-Service
Self-Service(Employee
(Employeeand
andManager)
Manager) eRecruit
eRecruit
ORDER
ORDERMANAGEMENT:
MANAGEMENT:Advanced
AdvancedPricing
Pricing Agreement
AgreementManagement
Management Sales
Order
Management
Product
Variants
Demand
Scheduling
Sales Order Management Product Variants Demand SchedulingExecution
Execution
Configurator
Configurator
CUSTOMER
CUSTOMERRELATIONSHIP
RELATIONSHIPMANAGEMENT:
MANAGEMENT:CRM
CRMFoundation Foundation Sales
SalesOrder
Order
Management
Sales
Force
Automation
Advanced
Pricing
Multi-Channel
Management Sales Force Automation Advanced Pricing Multi-Channel
Interaction
InteractionManager
Manager Solution
SolutionAdvisor
Advisor Case
CaseManagement
Management
Customer
Self-Service
Branch
Scripting
PIM
Customer Self-Service Branch Scripting PIMSynch
Synch
CAPITAL
CAPITALASSET
ASSETMANAGEMENT:
MANAGEMENT:Work
WorkOrder
OrderManagement
Management Resource
Resource
Assignments
Equipment
Cost
Analysis
Condition
Based
Maintenance
Assignments Equipment Cost Analysis Condition Based Maintenance
TOOLS
TOOLSAND
ANDTECHNOLOGY:
TECHNOLOGY: Tools
Tools Oracle
OracleTechnology
TechnologyFoundation
Foundation IBM
IBMTechnology
TechnologyFoundation
Foundation Oracle
OracleBI
BIPublisher
Publisher(XML
(XMLPublisher)
Publisher)
23
… with Supply Chain and Industry Strength.
®
MANUFACTURING:
MANUFACTURING:Demand
DemandFlow
Flow®Manufacturing
Manufacturing Manufacturing
Manufacturing
Management
(PDM
ETO
Foundation
Shop
Floor
Management)
Management (PDM ETO Foundation Shop Floor Management) Requirements
RequirementsPlanning
Planning Quality
QualityManagement
Management Configurator
Configurator
SUPPLY
SUPPLYCHAIN
CHAINPLANNING:
PLANNING: Supply
SupplyChain
ChainBusiness
BusinessModeler
Modeler Production
ProductionDistribution
Distributionand
andPlanning
Planning Production
ProductionScheduling
Scheduling Order
OrderPromising
Promising
Strategic
Network
Optimization
Strategic Network Optimization
SUPPLY
SUPPLYMANAGEMENT:
MANAGEMENT:Buyer
BuyerWorkspace
Workspace Agreement
AgreementManagement
Management Procurement
Procurementand
andSubcontract
SubcontractManagement
Management Supplier
SupplierSelf-Service
Self-Service Operational
OperationalSourcing
Sourcing Requisition
RequisitionSelf-Service
Self-Service
SUPPLY
SUPPLYCHAIN
CHAINEXECUTION:
EXECUTION:Transportation
TransportationManagement
Management Inventory
InventoryManagement
Management Warehouse
WarehouseManagement
Management Advanced
AdvancedStock
StockValuation
Valuation
Bulk
BulkStock
StockInventory
Inventory RFID
RFIDProcessor
Processor
FOOD
FOODAND
ANDBEVERAGE
BEVERAGEPRODUCERS:
PRODUCERS:Grower
GrowerManagement
Management Grower
Pricing
and
Payments
Blend
Management
Grower Pricing and Payments Blend Management
PROJECT
PROJECTMANAGEMENT:
MANAGEMENT:Project
ProjectCosting
Costing Project
ProjectChange
ChangeManagement
Management Contract
Contractand
andService
ServiceBilling
Billing Project
Projectand
andGovernment
GovernmentContract
ContractAccounting
Accounting
REAL
REALESTATE
ESTATEAND
ANDHOME
HOMECONSTRUCTION:
CONSTRUCTION:Real
RealEstate
EstateManagement
Management Advanced
AdvancedReal
RealEstate
EstateForecasting
Forecasting Homebuilder
HomebuilderManagement
Management
New in release 9.0
24
Built for Meeting Industry Business Requirements
Horizontal Integration
Industry
Vertical
Integration
A
B
C
$
Core
Operations
Supply
Chain
9
9
9
9
9
9
9
9
9
JD Edwards EnterpriseOne Industry Module
9
9 9
9
9 9
Other Oracle Applications Products
25
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Our Strength.
JD Edwards EnterpriseOne Global Growth
26
Continued Growth and a Healthy Ecosystem.
Sales
Deals
Customers
(Y/Y growth sales revenue)
(total count)
(net-new by count)
+ double digit
+ >1,000
+ hundreds
Data FY08/FY07
27
FY08 Customer Success. A Small Sampling.
Consumer Packaged Goods
Manufacturing & Distribution
Agriculture, Food and Beverage Producers
Natural
Resources
Engineering and Construction
Real Estate
Travel and
Transport
Green
Energy
Silver
Maple Inc.
28
FY09 Q1 Success. Continued Growth.
Northwest Company
Avon
Navajo Nation Gaming
Net-New CPG USA
Install Base CPG USA
Net-New Travel/Tourism USA
RiceTec, Inc.
Mitsubishi Foodtech
Gabetti
Net-New Agriculture USA
Net-New Mfg Japan
Install Base Real Estate Italy
Jipangu, Inc.
Hulic
Debbas Industries
Net-New Nat Res Japan
Net-New Real Estate Japan
Net-New Distribution Lebanon
29
FY08: Global Customer Growth, Product Investment
expansion
phase 2 plan
expansion
Apex Silver
planned expansion FY09 – FY10
localization investments X
30
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Gary Jabara
Founder, President and CEO
Mobilitie
New Commercial Real Estate Customer
“JD Edwards EnterpriseOne enables us
to be very lean. We feel like Captain Kirk
on the Enterprise, where we have these
wonderful applications and systems that
can handle whatever anybody’s going to
throw at us.”
31
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Jeff Pattison
CFO
Renewable Energy Group
New Biofuels Production, Distribution Customer
“We found JD Edwards EnterpriseOne
software easily adaptable to our industry and
user friendly. Superior technology coupled
with excellent technical support will save REG
precious time and provide us with a significant
cost savings.”
32
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Linda Hermanson
Information Services Manager
City of Redmond, Washington
New Public Sector - Oracle Accelerate Customer
“With JD Edwards EnterpriseOne and our partner’s
business expertise, the City of Redmond is poised
to move forward as technology changes and
continually impacts the way we do business.”
33
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Dave Lawrence
President,
Global Mold Technologies
D-M-E Company
Customer migration from JD Edwards World
“D-M-E Company and Milacron, Inc. chose
JD Edwards EnterpriseOne system because it
provides a new level of flexibility that allows us to
contribute to our customers’ success, every step of
the way. We will continue to leverage these
applications as we continue to expand our
business at home and abroad.”
34
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Our Strategy.
JD Edwards EnterpriseOne’s Ongoing Investment
35
Oracle and the JD Edwards Strategy
1) Applications Unlimited
2) Oracle Solution Footprint
3) The Next Generation (Fusion Infusion)
36
Oracle Offers Businesses a Choice
1
Continue with current, supported
applications system which will be protected
and extended indefinitely into the future
2
Based on your business requirements and
timeline, upgrade to Oracle Fusion Applications
Whatever Customers Decide, Oracle Will Take Care!
37
Oracle’s Next Generation of
Business Applications is Called
Fusion Applications
An Integral Part of Oracle’s Fusion Trilogy:
Architecture Middleware Applications
38
Oracle’s Application Strategy
Complete
Open
Integrated
Comprehensive
Industry Portfolio
Standards-Based
Architecture
Designed to
Work Together
More Value
Less Complexity
More Choice
Less Risk
More Flexibility
Less Cost
39
Putting You on the Path to The Future.
New Applications
Extensions
and Upgrades
Oracle Fusion Middleware
Services
Application Integration Architecture
Enterprise 2.0
Common BI
Applications Unlimited
40
Winning JD Edwards Release Strategy
Industry Theme Coupled to Broad Footprint Investment
Oracle
Release
9.0
(2008)
8.12
(2006)
8.11
(2005)
Industry
Theme
New Products
for Theme
Broad Footprint
Activity
Project Management
ƒ Project and Government
(E&C, Govt. Contractors,
Contract Accounting
Professional Services)
Food and Beverage
Producers
ƒ Grower Management
ƒ Grower Pricing and
Payments
ƒ Blend Management
Industrial
Manufacturing
ƒ Demand Flow
Manufacturing
Incremental
and Additive
Enhancements
41
On-Going Investment for Business Benefits.
One Goal – More Enterprise Business Value for Success.
1
3
Core
Acquired
Oracle
Apps
Fusion
Middleware
4
Oracle
Business
Intelligence
Apps
2
Technology
AIA
Data
Warehouse
Fusion
Apps 5
42
More Oracle Business Solutions.
More Best-of-Breed Solutions for JD Edwards.
Third Party/
Legacy
Future Acquisitions
Oracle Applications
ON-DEMAND
Roadmap subject to change without notice. The above is intended for information purposes
and may not be incorporated into a contract.
43
9
se
ea
el
R 9.0
Why Release 9.0 Matters More Than Ever
9.0 demonstrates Oracle’s strong commitment
to JD Edwards EnterpriseOne
9.0 delivers the right value to customers in an
uncertain economy
9.0 developed with an unparalleled level of
quality testing
44
9
se
ea
el
R 9.0
Additional Industry Investment in Traditional,
Core JD Edwards Segments in Release 9.0
Financial Management
Order Management
ƒ More allocations include burdening
ƒ Define data relationships between
business data
ƒ More expense management options
ƒ Better general ledger performance
ƒ Component level processing with
components of kits as individual items
ƒ Component substitution replaces one
item with another as needed
ƒ Kits on blanket and quote orders give
customers set quantities at set prices.
45
9
se
ea
el
R 9.0
Additional Industry Investment in Traditional,
Core JD Edwards Segments in Release 9.0
Human Resources
Timecards, Payroll Management
ƒ Labor descriptions for contract labor
categories
ƒ Compliance with CAS accounting
standards for time entry to payroll
and G/L
ƒ Timecard corrections to adjust billing
with compliance
ƒ Total Time Accounting method adjusts
salaried employees’ timecards for
payroll and labor billing accuracy
ƒ Rule driven calculations for payroll
46
ƒ Dynamic configurator has instant
feedback with valid options/questions
ƒ Price/cost adjustments using dates
provides transaction date flexibility
ƒ Component purchase orders at order
entry automatically processed
9
Industrial Manufacturing
se
ea
el
R 9.0
Additional Industry Investment in Traditional,
Core JD Edwards Segments in Release 9.0
Food and Beverage Producers
ƒ Enhancements for harvesting
operations, maturity dates, weigh
tags, mass contract updates
ƒ Added blend management ability for
samples, lots, trial blends and more.
47
9
se
ea
el
R 9.0
Additional Industry Investment in Traditional,
Core JD Edwards Segments in Release 9.0
Real Estate Management
Home Builders
ƒ Added expense participation for added
lease scenarios
ƒ Distinguish between physical and
economic occupancy
ƒ Gross up processing with tenant
exclusions; leased, not occupied space
ƒ Vendors-on-the-fly designate vendors
for takeoff contracts
ƒ Cost allocations for closing worksheets
ƒ National purchasing agreements with
designated suppliers and costs
48
Release Goal
ls
JD Edwards EnterpriseOne Tools 8.98
o
To 98
8.
Lower TCO. More Choices. Happier Users.
Delivered Results
ƒ Better monitoring of batch jobs
Reduce TCO
ƒ Easier customization deployment
ƒ Faster installation
ƒ Improved look and feel
Improve user
experience
ƒ Better user controls of reporting
ƒ More efficient use of screen real estate
ƒ Support for Oracle VM
Leverage more
Oracle technology
ƒ Oracle BI Publisher for interactive reporting
ƒ Oracle Database for local data
49
User Interface Matches Oracle SWAN Standards
Easier to Use. Helps Users with other Oracle Applications.
Lock
Toolbars
Better Error
Notification
ls
o
To 98
8.
50
JD Edwards EnterpriseOne Roadmap
Applications
9.0
Tools
Release Strategy - “Incremental Value Delivery”
8.98
2008
9.0.1
8.98.1
2009
8.98.2
9.0.2
8.98.3
8.98.4
2010
Roadmap subject to change without notice. The above is intended for information purposes
and may not be incorporated into a contract.
9.1
8.98.5
2011
8.99
2012
51
Embedded BI in JD Edwards EnterpriseOne
Actual Prototype Example using Financial Management
Evaluating
Customer
Account Balance
Review Percent
Credit Limit
Used Trend
Increase
Credit Limit
JD Edwards EnterpriseOne
Roadmap subject to change without notice. The above is intended for information purposes
and may not be incorporated into a contract.
OBIA Report
52
Project Activities for Next 12 Months
JD Edwards EnterpriseOne – Broad Investment
Applications
and Industries
ƒ Core Financials
ƒ Project and Services
ƒ Order Fulfillment and
CPG
Oracle Product
Integrations
ƒ Oracle Transportation
Management (OTM)
ƒ Oracle CRM OD PIP
ƒ 8.11 SP1 FIS Business
Services
ƒ 8.11 SP1 FIS (RSS, OP)
Regulatory
ƒ Bulk Inventory –
Regulatory Changes
ƒ Canadian Record of
Employment
ƒ EFT Child Support
ƒ Data Privacy
ƒ Agile PLM
ƒ OBIEE/OBIA
Roadmap subject to change without notice. The above is intended for information purposes
and may not be incorporated into a contract.
53
Project Activities for Next 12 Months
JD Edwards EnterpriseOne – Localizations
Roadmap subject to change without notice. The above is intended for information purposes
and may not be incorporated into a contract.
54
Investment Guides and Principles
Driving the Future of JD Edwards EnterpriseOne
Lower Customer TCO Continued Fusion Integration
Greater Business Insight Enhanced Tools
More, Deeper Industry Solutions More Globalization
55
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Closing Thoughts.
JD Edwards EnterpriseOne
56
More Customers. More Product. More Success.
More JD Edwards EnterpriseOne in More Places More Often.
ƒ Our community is growing
Strong double digit growth.
More customers. More partners. More products.
ƒ Customer movement continues rapidly
JD Edwards EnterpriseOne customers are upgrading.
ƒ Other Oracle products add value to JD Edwards
Oracle acquisitions are part of the JD Edwards ecosystem
ƒ More applications releases and products are coming
“Incremental Value” plan taking shape
Releases 9.1 and 8.99 provides longer term roadmap
57
Why JD Edwards EnterpriseOne?
9 Enterprise software for managing business processes and solving
business challenges for any-size business with a 30+ year heritage.
9 A business application that grows and evolves with your business
regardless of size – Small, Medium or Big – Local or Global
9 A software package that works with a broad range of technical
infrastructure choices.
9 A solution backed by one of the largest software firms in the world with
continued investment and innovation fueled by a $2B+ R&D budget and
strategic acquisitions.
9 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
58
59
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