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ENTER TO WIN A $25 AMAZON GIFT CARD!

ENTER TO WIN A $25 AMAZON GIFT CARD!. syntax.com/draw. 102100. Upgrade to JD Edwards EnterpriseOne 9.2 while Taking Greater Advantage of Standard Functionality. April 11, 2019. Thomas Baertschi VP Professional Services Syntax. Introductions. Upgrade to JDE 9.2 - Agenda. About Syntax

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ENTER TO WIN A $25 AMAZON GIFT CARD!

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  1. ENTER TO WIN A $25 AMAZON GIFT CARD! syntax.com/draw

  2. 102100 Upgrade to JD Edwards EnterpriseOne 9.2 while Taking Greater Advantage of Standard Functionality April 11, 2019 Thomas Baertschi VP Professional Services Syntax

  3. Introductions

  4. Upgrade to JDE 9.2 - Agenda • About Syntax • About Post Holdings / Post Consumer Brands • Objectives for the JDE 9.2 upgrade • Approach for the JDE 9.2 upgrade • UX One Components and Citizen Development Tools • Q&A

  5. About Syntax

  6. About Syntax • Company founded in 1972 • JD Edwards partner since 1997 • 1500+ employees globally • Oracle Platinum Partner • Providing consulting, implementation, license sales, managed services and hosting solutions for JD Edwards and Oracle E-Business Suite • Leading provider of JD Edwards hosting on AWS

  7. Some of Our Oracle Customers

  8. About Post Consumer Brands

  9. About Post Holdings Inc. • Headquarters: St. Louis, MO • CEO: Rob Vitale • Revenue: ~$6 billion (2018) Summary • Consumer packaged goods (CPG) company focused on food • Founded in 2012 as a spinoff from Ralcorp • Grows actively through acquisitions (15 and counting since 2012)

  10. About Post Holdings / Post Consumer Brands

  11. About Post Consumer Brands We make the world’s best cereals • Population: ~3,000 • Locations: Several across the US and Canada plus a distributed sales force working from home offices • Most Common Role: Operator

  12. Our Brands Est. 2015

  13. How We Make Cereal Ready-To-Eat (RTE) Cereal Manufacturing Technologies Milled & Flaked Gun Puffed Shredded Sheeted Direct Expansion Bakery Hot We are the only cereal company that has all SEVEN technologies

  14. Why We Chose Syntax? • An RFP was floated to 6 vendors. • Based on RFP response and analysis, top 2 vendors were selected for negotiation. • Eventually Syntax was selected for: • Demonstrated ability to (with good customer references) deliver on the upgrade • Cost and effort estimate was reasonable and in line with our expectations • Syntax took a customer centric approach and was willing to work with our Legal department to agree on mutually agreeable contract terms • During the RFP process, Syntax brought their top leaders to the table who were able to make decisions quickly and turnaround our questions quickly • Our Oracle account rep and some of the other RFP bidders eventually conceded that Syntax had a great team

  15. Objectives for the JDE 9.2 upgrade

  16. Objectives for the JDE 9.2 upgrade • Post Consumer Brands integrates acquired companies on a regular basis. To support this growth, PCB wanted to streamline the system architecture, reduce the number of modifications and the number of edge applications. • Before performing the upgrade, Post Consumer Brands elected to engage Syntax to perform a technical and a functional assessment of the existing architecture, develop a strategy and roadmap for the to-be architecture, taking into consideration the following potential options: • Upgrade from JDE 9.0 to JDE 9.2. • Replacement of WMS solution with JDE Advanced Warehousing • Replacement of PLM solution with Oracle Agile • Replacement of EAM solution with JDE Capital Asset Management • Replacement of TMS solution with JDE Advanced Transportation Management • Replacement of a custom solution built for Production Scheduling and Quality Management

  17. Objectives of the JDE 9.2 upgrade • Once the initial assessment was completed, a to-be system architecture defined and a roadmap developed, Post Consumer Brands decided to move forward with a JDE 9.2 upgrade. • The objective of the upgrade was to: • Get on the latest release to take full advantage of new functionality available in JDE 9.2 • To review 296 enhancements representing 1,297 objects to determine which ones could be eliminated. • To establish a baseline on which to deploy additional modules/features (CAM, Quality Management, Production Scheduling) and/or to rollout the solution to acquired companies.

  18. Approach for the JDE 9.2 upgrade

  19. Approach for the JDE 9.2 Upgrade Applications • During the Define Phase of the project, Syntax consultants reviewed all the new features available in JDE 9.2 compared to JDE 9.0. In some cases, some of these new features were demoed to the key Post Consumer Brands stakeholders. • Based on this review, a set of new features were incorporated into the scope of the upgrade project.

  20. Approach for the JDE 9.2 Upgrade Development retrofit • Syntax used a Pristine environment with the same applications release and ESUs installed as in the Production environment, and then ran a standard UBE to compare the objects between the two environments. • This method is preferred to running an SQL statement to look for objects with a certain prefix (55, 56, 57, 58, etc.). • Syntax then reviewed all the selected enhancements, any available documentation, and made a recommendation for each of the enhancements. for a proposal of a 30% reduction in the number of custom objects.

  21. Approach for the JDE 9.2 Upgrade • During the Define Phase of the project, additional steps were taken to further streamline/enhance the list of custom objects: • For interactive applications, if the application was not on a menu, a PCB Analyst determined if the program was being used from Fast Path. If not, it was not retrofitted. • For batch applications, any UBE that was not launched in the past 18 months was assigned to a PCB Analyst to review, and then a disposition was made. • NERs/BSFNs/BSSVs linked to programs that were not retrofitted were not retrofitted either. • From this combined analysis, we identified 107 out of 296 custom programs that could be eliminated as part of the upgrade project, or 36%.

  22. Go-Live and new projects

  23. JDE 9.2 Go-Live and new projects • On Thanksgiving 2018, Post Consumer Brands went live with JDE 9.2 with minimal issues and disruptions to the business. • The PCB Business Analysts and users had gone through multiple rounds of testing to ensure that all of the business scenarios had been tested. • Post Consumer Brands is now continuing down its strategic roadmap and working on rolling out / expanding the use of the JDE Capital Asset Management module.

  24. UX One Components and Citizen Development Tools

  25. UX One Components & Citizen Development Tools • Leverage the new E1 tools to makes the user experience more intuitive and simple. • Reduce and eliminate customizations, reduce retrofit and testing time and expense and, therefore, take ESUs more frequently, and stay code current • Queries and Watch Lists • Personal forms • Form extension • Grid formats • List view • Summarize • CafeOne • Collaborate • Page Composer • Role based landing pages • E1 Search • Orchestrator

  26. UX One Components & Citizen Development Tools Question to ask • Did you add columns to an inquiry?  • Can you do for a form extension with or without a change to a business view? • Did you create a row exit or added additional information to a form • Can you replace with CafeOne? • Did you hide fields on a detail browse form or moved them around? • Can you replace with a Personal Form? • Did you do a vocabulary override on a form or grid label • Can you replace with a grid format or a personal form • Did you write an interface to retrieve information from an external system like Fedex or document repository? • Can you replace with a link using CafeOne?

  27. 102100 tbaertschi@syntax.com

  28. UPCOMING EVENTS Webinars 4/24: Citizen Developer Part 3 4/30: Inside Out: Sharing JDE Data with External Data Sources via Orchestrator REGISTER AT: syntax.com/events

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