INFOCUS Advance Program

Page 1

Advance Program

A JD Edwards EnterpriseOne Deep-dive Event

November 7-9, 2012 Omni Interlocken Resort Broomfield, Colorado


Table of Contents 2 About

6 Keynotes

2 Who Should Attend?

7

3 JD Edwards Community Unites

13 Vendors

4 Education

14 Hotel

5 Agenda

15 Registration

Sessions

About JD Edwards INFOCUS is the ONLY conference featuring exclusively JD Edwards EnterpriseOne education. This new event will offer over 140 in-depth education sessions that dig into JD Edwards product modules like HCM, Financials, Tools & Technology, Supply Chain/Distribution & Manufacturing, SRM and Product Costing.

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Who should attend? JD Edwards EnterpriseOne users ONLY! There will ONLY be JD Edwards EnterpriseOne information presented. If you are an end user of a JD Edwards EnterpriseOne module (those that use the products on a daily or neardaily basis) looking for focused education, this conference is for you! Education will dig into enhancements, techniques and tips.

2 JD Edwards INFOCUS 2012 – A JD Edwards EnterpriseOne Deep-dive Event


JD Edwards Community Unites The JD Edwards Special Interest Groups below have pulled together to unite the JD Edwards EnterpriseOne community at INFOCUS:

JD Edwards Financials SIG JD Edwards EnterpriseOne HCM SIG Homebuilders SIG Technology SIG Oracle Real Estate User Group Public Sector IUG

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JD Edwards EnterpriseOne Manufacturing and Distribution SIG Rocky Mountain User Group Southern California User Group

3 JD Edwards INFOCUS 2012 – A JD Edwards EnterpriseOne Deep-dive Event


Education JD Edwards INFOCUS has 140+ sessions that include discussions with Oracle JD Edwards strategy and development team members, roundtable sessions and upgrade information around:

HCM Payroll, Time & Labor, Manager Self Service

Financials Accounts Payable, Accounts Receivable, Cost Accounting, Fixed Assets, General Ledger

Manufacturing & Distribution Order Management, Warehouse Management

Real Estate Industry Forum Supply Chain Demand Management, Inventory, Order Management, Transportation Management

Tools & Technology

Attention OREUG Members! The OREUG meeting that was held in conjunction with Quest Midwest in 2011 is now aligned with JD Edwards INFOCUS. Members that are interested in attending should register for JD Edwards INFOCUS to participate in the OREUG Real Estate track. OREUG members registered for INFOCUS will be full attendees, able to attend any part of the INFOCUS conference.

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4 JD Edwards INFOCUS 2012 – A JD Edwards EnterpriseOne Deep-dive Event


Agenda

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Wednesday, November 7, 2012 10 a.m. - 7:30 p.m.

Registration Open

12:30 pm - 12:45 pm

Quest Welcome Session

1 pm - 1:50 pm

Education Sessions

2 pm - 2:50 pm

Education Sessions

3 pm - 3:50 pm

Education Sessions

4 pm - 4:50 pm

Education Sessions

5 pm - 5:50 pm

IBM Keynote

6 p.m. - 7:30 p.m.

Welcome Networking Reception

Thursday, November 8, 2012 7:30 a.m. - 7 p.m.

Registration Open & Quest Information Desk

7:30 a.m. - 8:30 a.m.

Continental Networking Breakfast

9:30 a.m. - 3:20 p.m.

Exhibitor Showcase Open

8:30 a.m. - 9:20 a.m.

Education Sessions

9:30 a.m. - 10:20 a.m.

Education Sessions

10:20 a.m. - 11:20 a.m.

Morning Break in Exhibitor Showcase

11:30 a.m. - 12:20 p.m.

Education Sessions

12:20 p.m. - 1:20 p.m.

Networking Luncheon

1:30 p.m. - 2:20 p.m.

Education Sessions

2:20 p.m. - 3:20 a.m.

Afternoon Break in Exhibitor Showcase

3:30 p.m. - 4:20 p.m.

Education Sessions

4:30 p.m. - 5:20 p.m.

Education Sessions

5:30 p.m. - 7:00 p.m.

INFOCUS Party in Exhibitor Showcase

Friday, November 9, 2012 7:30 a.m. - 1:00 p.m.

Registration Open & Quest Information Desk

7:30 a.m. - 8:30 a.m.

Continental Networking Breakfast in Exhibitor Showcase

7:30 a.m. - 11:30 a.m.

Exhibitor Showcase Open

8:30 a.m. - 9:20 a.m.

Education Sessions

9:30 a.m. - 10:20 a.m.

Rapid Decision Super Session

10:30 a.m. - 11:20 a.m.

Education Sessions

11:30 a.m. - 12:20 p.m.

Education Sessions

12:30 p.m. - 1:30 p.m.

Closing Networking Luncheon


Keynotes & Special Features IBM Keynote

Upgrades Workshop

Managing the Lifecycle of Your JD Edwards Data: Today, Tomorrow and Beyond Wednesday, November 7 at 5 p.m.

Oracle JD Edwards EnterpriseOne Upgrade Workshop – Discover the Art of the Possible Wednesday, November 7 at 9 a.m. - 4 p.m. No fee – lunch on your own

JD Edwards data and applications contain some of the most valuable and integrated data within organizations. All of this is driving organizations to recognize the need to take a more strategic approach to managing their data. For these reasons, data lifecycle governance is an increasingly important area that is directly tied to an organization’s ability to enhance the quality, protect, audit, manage and ultimately increase the value of your organization’s JD Edwards data throughout its lifecycle – into Trusted Information. Join us as we discuss the core governance disciplines that can help enhance your organization’s capabilities by leveraging people, processes and technology to ensure that your JD Edwards data is of the highest quality, protected and managed throughout its life-cycle.

RapidDecision Super Session Is it Business Objects, Cognos, Microstrategy or Oracle – which BI tool is right for you? Friday, November 9 at 9:30 a.m. In this informational session, Rapid Decision will discuss in detail our experience with the leading Business Intelligence vendors including Business Objects, Cognos, MicroStrategy & Oracle. Rapid Decision will compare each of these BI tools across several major categories including features and functions in an effort to provide the necessary information you will need to create your final evaluation for each BI application. In the end you will see for yourself that all BI tools are not created equally.

Space is limited. Register online by adding Workshop to your agenda via the Agenda Builder on the Education Tab at QuestDirect.org/INFOCUS. Considering an upgrade or in the process of upgrading? Please join us for this classroom based workshop which explores methodology for a complete JD Edwards EnterpriseOne ERP software upgrade project. Built around the primary elements of planning and technical activities, workshop topics include: • Building a business case • Project team organization • Working with custom code • Data management and migration • Hardware (on premise) and cloud considerations • Testing • Training • Go live activities The workshop utilizes real data based on best practices from real customer situations, all wrapped into one continuous story built around a typical JD Edwards customer profile for Yoyodyne Propulsion Systems.

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Special Features & Sessions Oracle Support Hands-On Demo Booth What’s new in JDEdwards EnterpriseOne Support? Oracle is continually evolving and improving the tools and support capabilities to help you quickly solve problems, and deliver ways to maximize the use of your JD Edwards products. Come join Oracle for informative hands-on sessions where they will demo many of the new capabilities available to you and show you best practice approaches with existing capabilities, all to enhance your support experience. The support demo area will be available in a public area throughout most of the conference agenda times.

Education Sessions Manufacturing and Distribution JD Edwards INFOCUS will feature discussions with Oracle JD Edwards Distribution and Manufacturing strategists and development team, roundtable sessions and upgrade information as it relates to Order Management, Warehouse Management and more.

Here is a sampling of sessions you’ll find at INFOCUS.

Enterprise Quality Management with JD Edwards Joel Schipper – Oracle Corporation

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November 7-9, 2012

Early Bird rate ends October 15

Discussion of best practice concepts for Enterprise Quality Management with JD Edwards focused on non-conformance incidences, customer complaints, CAPA and DHR-EBR electronic records. Hear how a cooperative approach with Agile PQM results in a strong Oracle solution for FDA compliant life sciences and consumer food and beverage product companies. Real-life customer examples will be given.

Are Powerforms in Customer Service for you? Lisa Tran – Stoner, Inc. Customer power forms in 9.0 are very different from traditional address book and sales order entry. While there are several significant benefits, there are also differences and issues with the new screens. Find out what we have learned as we upgraded and migrated to these new forms. We will explore some of the new features available with these forms.

7 JD Edwards INFOCUS 2012 – A JD Edwards EnterpriseOne Deep-dive Event


Sessions JDE B2B Multi-Country E-Commerce with 30,000+ Products – No Problem at DME Ken Martin – DME Company Case study outlines DME’s B2B E-Commerce strategy and how it enabled and deployed an international, multi-division web portal to support over 2,000 users with comprehensive JDE E1 integration. The session outlines how DME leverages the SmartCommerce E-Commerce 2.0 solution with an Advanced Product Catalog to manage over 30,000 SKU through product family groupings, item attribute filtering, and advanced search capabilities including search engine optimization (SEO). With its JDE-integrated E-Commerce platform, DME delivers improved customer service, captures orders at near-$0 cost, increases revenues with up-selling/cross-selling and offers real-time account information to its customers.

Bar Code Scanning Direct to JDE. Seems Too Easy? Yes, it is That Simple. Riesa Case – Emhart Fastening Teknologies Come and see how simple it is to scan your inventory and shop transactions directly to the grid in standard JDE programs. You save hundreds of thousands of dollars just by extending your JDE software to the handheld units. We have been getting the benefits of this for 10+ years. It is that simple.

an E-Commerce solution with an intuitive user experience was a critical success factor. KAM redesigned its online presence and turned to the SmarterCommerce JDE-integrated E-Commerce solution to deliver an online experience that was consistent with the company’s call center-based sales channel. This presentation highlights how an effective online customer experience together with comprehensive integration to the JDE system contributes to a successful E-Commerce initiative. With ERP integration an afterthought, KAM now delivers 24x7 resulting in greater customer service and revenue growth.

Ring It Up – How Carisam Streamlined its Retail Operations with a JD EdwardsIntegrated POS Ryan Gates – Carisam If your JDE ERP and your POS software are not integrated, your company is doing redundant work and you’re missing out on opportunities to provide better customer service, drive down costs, enhance overall customer satisfaction and improve control of your retail operations. With its real-time JDE integrated Retail POS, Carisam has greatly improved its customer retail experience while ensuring consistency and accuracy in its product and pricing strategies across all sales channels. This case study will demonstrate actual production POS software real-time integrated with the JD Edwards ERP solution. Come see and feel this intuitive touchscreen solution for yourselves.

Order Fulfillment and Credit Hold Processes Roundtable Deron Brod – Emhart Fastening Teknologies Join the E1MDUG to discuss order fulfillment and credit hold processes to see how your processes may differ from other organizations.

Delivering a Better Customer Experience with Integrated E-Commmerce for JD Edwards Anushree Khare – King Architectual Metals

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November 7-9, 2012

With customer acquisition a key element of the King Architectural Metals (KAM) growth strategy,

8 JD Edwards INFOCUS 2012 – A JD Edwards EnterpriseOne Deep-dive Event


Sessions

W2’s Created using BI Publisher on Employee Self-Service Sherri Harley – Orlando Utilities Commission

Human Capital Management JD Edwards INFOCUS will feature discussions with Oracle JD Edwards HCM strategists and development team, roundtable sessions and upgrade information as it relates to JD Edwards HCM Payroll, Time & Labor, Manager Self Service and more. Here is a sampling of some of the HCM sessions you’ll find at INFOCUS.

JDE E1 HCM SIG Meeting Nancy Hilary – LOGIS Please join our EnterpriseOne Human Capital Management Special Interest Group (JDE E1 HCM SIG) meeting. Discussions will include an overview of our EnterpriseOne HCM SIG, EnterpriseOne HR/ Payroll software trends and open forum.

This presentation outlines how Orlando Utilities Commission created W2s using BI Publisher for Employee Self-Service, including the payroll department.

HCM Self Service Phased Implementation Approach Arthur Ramirez – Spinnaker Support Self Service for employees and managers has been the focal point of the HR technology community over the last several years. Automated solutions for administrative transactions for employees (time entry, pay stubs, auto deposits, W-4s, benefits) serves as a catalyst for those seeking to turn the human resources function to a more strategic role. A phased implementation approach provides improved service levels for employees and managers through the elimination of unnecessary steps in HR processes and allows for employee culture to slowly adapt to the new technology.

DBA Table Methods Uncovered Nancy Hilary – LOGIS Selecting a DBA Table Method can be overwhelming. Learn how to setup a DBA using a Table Method and dive into the tables to learn more about it. Custom Table Methods will also be demonstrated.

Employee Self Service – Portal Functionality Sachin Choudhari – Circular Edge, LLC Oracle’s JD Edwards EnterpriseOne Employee Self Service provides employees with online access to HR, payroll and life management information and functions, putting much of the day-to-day record keeping and career development responsibilities in their own hands. Designed for organizations with limited IT resources, it reduces the cost of managing your workforce and enables your HR staff to focus on more strategic activities.

Financials JD Edwards INFOCUS will feature discussions with Oracle JD Edwards Financials strategists and development team, roundtable sessions and upgrades information as it relates to JD Edwards Financials Accounts. Here is a sampling of some of the Financial sessions you’ll find at INFOCUS.

JD Edwards Financials SIG Meeting Angela McLean – The Anschutz Corporation Join the JD Edwards Financials SIG as they talk about upcoming events, webcasts, content and the financials community.

9 JD Edwards INFOCUS 2012 – A JD Edwards EnterpriseOne Deep-dive Event


Sessions

JDE Reporting: From Overnight, to Over lunch, to Over coffee Bill Riviere – GeoEye

JD Edwards EnterpriseOne Financials Jim Demes – W.L. Gore & Associates, Inc. Join other JD Edwards EnterpriseOne Financials users to openly discuss issues facing other financials users.

The Power of a Well Organized Chart of Accounts Rachel Springob – City of Fort Collins, Colorado Join this discussion of how the City of Fort Collins migrated from chaos to a clean Chart of Accounts that now easily enables Growth/Reorganizations, Enterprise Reporting and Enterprise Integrations.

Automating ACH Payments with E1 9.0 and BI Publisher Janet Larsen – City of Fort Collins, Colorado Join this presentation of JDE Accounts Payable Functionality to produce ACH payments and integrated use of BI Publisher to electronically notify vendors of those payments.

Navigating the Credit Card PCI Compliance Minefield Luis Fajardo – Life Extension Foundation With the growth of credit card payments and the expanding fraud risk, the Payment Card Industry (PCI) continues to raise the “PCI compliance bar” with new and more demanding requirements. No longer does encrypting card information mean PCI compliance. Now JDE customers accepting credit cards need PA-DSS validated software and have to understand the role of Quality Security Assessors (QSA). Considerations regarding the storage of card information on the company’s server or off-site can have important implications on PCI compliance costs. This session provides a view on PCI compliance from the perspective of the JDE customer, credit card software vendor and QSA.

A budgeting process that took 8 hours to run now takes just 2 hours for a maverick group at GeoEye, the leading source of geospatial information. But they are not stopping there. The next plan is to get the information in just 15 minutes. See how.

Tools & Technology JD Edwards INFOCUS will feature discussions with Oracle JD Edwards PeopleTools strategists and development team, roundtable sessions and upgrades information. Here is a sampling of some of the Tools & Technology sessions you’ll find at INFOCUS.

Birds of a Feather – CNC/Admin sharing tips, techniques, questions, issues Suni Sommers – King County Library Systems Birds of a Feather – CNC/Admin sharing tips, techniques, questions, issues - This will be a discussion of JDE tools and ways to make life easier.

Birds of a Feather – Global Rollouts Heather Lawrence – Pacific Western Birds of a Feather Discussion of the extra tasks required by operations for Global Rollouts - share tips, techniques, issues, questions including the challenges of Time Zone and 24 hour operations.

Supporting JDE with small IT Staff Lisa Tran – Stoner, Inc. We will present some of our ideas about how even with a small IT shop or limited resources you can have top quality service and maximize the use of your existing investments in JDE in order to have a beneficial impact on your business. We examine the award-winning principals that have allowed Stoner, Inc. to assess our process, improve our business and implement low-cost solutions in-house for big productivity gains. Following the short presentation,

10 JD Edwards INFOCUS 2012 – A JD Edwards EnterpriseOne Deep-dive Event


Sessions we will break into an open forum/roundtable to discuss issues surrounding small business/small IT departments and the pressures of downsizing in today’s economy.

The Road to Implementing BI Publisher Don Suave – Wagstaff Engineering Inc See how the embedded BI Publisher can meet your organization’s document output needs, whether it be A/P checks, purchase orders, sales orders or other types of documents. We’ll look at why Wagstaff moved to BI Publisher, how to get started with BI Publisher and share lessons learned in the process.

Preserving Keystrokes through Single Sign On Shawn Scanlon – GSI In this lecture, attendees will learn how to setup and configure single sign on with JD Edwards EnterpriseOne and LDAP Servers such as Active Directory.

Upgrades JD Edwards INFOCUS will feature discussions with Oracle JD Edwards strategists and development team experts, roundtable sessions and upgrades information. Here is a sampling of some of the upgrades sessions you’ll find at INFOCUS.

Your 1st Day with 9.1 – Personalize, Configure and Extend

technical and functional enhancements…but then you will want to explore how easy it is to personalize, configure, and extend these features in your own company. Whether you are a developer or not, this session will walk you through some of the popular features of EnterpriseOne 9.1 and show how you can easily make it your own without costly customizations or a PhD in Computer Science.

Welcome to JDE Labs – What’s development up to now? Dawn Baker – Oracle Corporation Are you wondering what we’re working on in development? Put on your safety glasses and step into the JDE Labs to experience the product in the making. During your tour you’ll get a look at some brand-new features and also a sneak peak at some of the ideas we’re experimenting with in the labs. If the tour goes well, you’ll have a chance to share your feedback on what development is working on.

JD Edwards EnterpriseOne Upgrade Workshop – Discover the Art of the Possible Barbara Canham – Oracle Corporation Considering an upgrade or in the process of upgrading? Please join us for this classroom based workshop which explores methodology for a complete JD Edwards EnterpriseOne ERP software upgrade project. Built around the primary elements of planning and technical activities, workshop topics include: building a business case, project team organization, working with custom code, data management and migration, hardware (on premise) and cloud considerations, testing, training and go live activities. The workshop utilizes real data based on best practices from real customer situations, all wrapped into one continuous story built around a typical JD Edwards customer profile for Yoyodyne Propulsion Systems.

Dawn Baker – Oracle Corporation “Wow, EnterpriseOne 9.1 is really cool….but I wonder if you can….?” Experience a typical first day with JDE EnterpriseOne 9.1. It starts out being impressed with all the great user experience,

11 JD Edwards INFOCUS 2012 – A JD Edwards EnterpriseOne Deep-dive Event


Sessions Upgrade 9.1 - Henny Penny’s roadmap from World/XE to EnterpriseOne 9.1 and Beyond Bob Blackburn – Henny Penny Corporation Henny Penny, one of the largest manufactures of pressure fryers, is expanding globally and their specific business requirements have changed dramatically since they implemented JDE World back in 1994. Henny Penny will share their project plan for their upgrade from JD Edwards OneWorld XE/ World/Coexistence to EnterpriseOne 9.1 in a heavy configure to order manufacturing environment. Learn how Henny Penny prepared and executed their upgrade to EnterpriseOne 9.1 as well as their plans for continuous improvement with added functionality to support their global business plans. The journey started 9 months prior to the actual start date of the upgrade by building the business case and getting buy in from the executives as well as the key core team members. The journey does not end with the upgrade go live…the go live is just the beginning as Henny Penny rolls out JD Edwards globally.

Pre-Upgrade Integration Tune-up Glenn Johnson – Magic Software Enterprises, Inc. Learn how-to prepare for your upgrade by adopting loosely-coupled architecture for integration. Covers SOA principles, loose-coupling, data transformation, messaging, routing, Enterprise One BSFNs and a survey of integration targets.

Advanced Developers Troubleshooting Tools in EnterpriseOne 9.x David McIlmoyl – ERP-One Consulting Have you ever heard the saying “Troubleshooting is an art, not a science”? We believe it is both. With EnterpriseOne 9.x, there are a number of tools that greatly enhance the ability of a developer to proactively identify, troubleshoot and resolve issues related to EnterpriseOne code. Find out how to bring an end to the dreaded zombie kernels and web exceptions in your E1 code.

Real Estate JD Edwards INFOCUS will feature the Real Estate Forum, presented by the OREUG. Here is a sampling of some of the Real Estate sessions you’ll find at INFOCUS.

OneView Report Writer for Real Estate What is new in Real Estate for 9.0, 9.1, and 9.2 from a customer perspective Oracle Strategic Finance for Real Estate Tenant Invoice & Statements AREF – Behind the screens Management fee calculations / cost allocations Social Media policy and strategy Receiving electronic payments FASB 13 improvements to remove workarounds And more!

“ As a long time JD Edwards user, I am

absolutely thrilled to be attending the first INFOCUS conference,” said Diane Miller, Senior IT Support Analyst/CNC at Thilmany papers. “Quest’s conferences are always top notch so I expect this one to be just as fantastic as COLLABORATE but within a shorter time frame. Plus I know customers were involved in selecting the best sessions for this deep dive into the technical and applications side of JD Edwards EnterpriseOne.”

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Vendors

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INFOCUS helps you develop a “short list” of technology and service providers who can meet your particular needs. You’ll receive exclusive access to some of the industry’s leading technology and service solution providers in a variety of settings. Learn, analyze, compare and decide – come visit the exhibitor booths to gather the information you need to make informed decisions. Here is a list of advertisers, exhibitors and sponsors supporting JD Edwards INFOCUS:

Aellius Professional Research & Consulting All Out Security Andrews Consulting Bottomline Technologies Capscient CDI CD Group Cetova Cforia Software, Inc. Circular Edge CSS DC Software, Inc. Denovo DSI ERPOne Consulting Essentio Fujitsu America GL Associates GSI HP IBM Image Integration Systems InsightSoftware.com iXtend

K-Rise Systems, Inc. Klee Associates, Inc. Magic Software Mid-Range Computer Group Open Text Perceptive Software, Inc. Preferred Strategies Q Software Quality Innovative Systems RapidDecision ReportsNow RF-SMART Rimini Street Spinnaker Support Syntax Systems Management Inc. SYSTIME – KPIT Cummins Tata Consulting Services TeamCain Terillium Trissential Velocity Technology Solutions, Inc. World Class Information Systems

Companies in dark green are JD Edwards INFOCUS sponsors supporting the JD Edwards community.

13 JD Edwards INFOCUS 2012 – A JD Edwards EnterpriseOne Deep-dive Event


Hotel

Omni Interlocken Resort 500 Interlocken Blvd Denver (Broomfield), Colorado 80021

Hotels are almost full!

Reservations are available for the nights of the conference at a special Quest group discount of $144.00 plus tax for single/double occupancy. Use the link at QuestDirect.org/INFOCUS to book through the special conference block, please do not call hotel directly to make reservations.

Why Denver? Why not bring the first JD Edwards only event back to where it all started? Centrally located within the U.S. and the headquarters for the JD Edwards division, Denver is the perfect locale for our inaugural event.

14 JD Edwards INFOCUS 2012 – A JD Edwards EnterpriseOne Deep-dive Event


Registration

Become A Member & Save! QuestDirect.org/INFOCUS

Not a paid Quest member? Become a member before registering to receive the member discount on this event. Pricing expires at midnight Eastern time on dates noted.

Customer Registrant Member | Non-Member Rates 495 | $570 Early Bird Rates – Prices expire October 15, 2012 $ 545 | $620 Regular Rates – Prices expire November 2, 2012 $ 595 | $670 Onsite Rates – Available During Onsite Registration Hours $

Customer Government Rates Must submit valid government ID to qualify via registration@questdirect.org.

395 | $470 Member/Non-member

$

Oracle Employees This includes any staff outside of the booth allotment and speaker comps. To qualify for your discounted rate please email registration@questdirect.org.

450 Early Bird Rate – Available Through October 15, 2012 $ 500 Regular Rate – Available Through November 2, 2012 $ 550 Onsite Rate – Available During Onsite Registration Hours $

Vendor companies not exhibiting or sponsoring are not able to register for this conference unless they are approved speakers. To inquire about exhibiting or sponsoring, please contact Kami Risk at kami.risk@questdirect.org. COLLABORATE 12 attendees may qualify for a $100 discount off the customer rate (government rates do not qualify). Contact registration@questdirect.org before registering for your discount. To qualify, you must have registered and paid the full price for the entire conference through Quest International Users Group. Discount is non-transferable. For questions regarding registration please contact the Quest Registration Team, Monday through Friday, 8:00 a.m.–5:00 p.m. ET or via registration@questdirect.org.

15 JD Edwards INFOCUS 2012 – A JD Edwards EnterpriseOne Deep-dive Event


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