INFOCUS Session Recap: Top Value Add Initiatives Once Your Upgrade Is Complete

Once a business has decided to upgrade, the team leading the upgrade must seriously consider how it can add value and enhance the process. In our recent deep dive session at INFOCUS we explained how to simplify the upgrade process, and how to most effectively and advantageously utilize JD Edwards features to add value. Contact us to see a demo of new E1 features or request an upgrade workshop.

How To Complete a Simplified Upgrade

There are many reasons that companies pursue or consider upgrading their JD Edwards software. Whether your business upgrades to improve end user capabilities, to enhance technology, to meet new business needs, or for one of many other possible reasons, simplifying the upgrade is a necessary, multi-step process. Simplifying the upgrade comes from proper planning and scope, a strong team, the right tools and technology, effective testing and training, and an efficient cutover.

We recommend a methodology that is upgrade-focused and milestone-based. Whether your organization is completing a technical, functional, or transformational upgrade, frequent communication – through a centralized method of tracking project status, issues, tasks, and more – will facilitate a successful, simplified upgrade.

  • Having strong leadership and a dedicated team is essential to upgrade success. It is imperative that the entire organization is committed to the project, and that there is consulting support. This ensures continued communication and dedication to the upgrade.
  • Equally important to accurate communication is utilizing the correct technology and tools. Consider whether you are changing platforms or switching to a cloud/hosted solution, and make sure to plan integrations accordingly.
  • Reviewing the latest technologies around a service oriented architecture, and checking for a pre-built integration can be helpful as well.

Testing is one of the most important components of an upgrade project. Continuously testing the implementation can prevent problems later in the process. As you conduct testing, you should also provide automated, consistent training. Ensure that your training aligns with business process flows, and keep the training material current to ensure that your team utilizes each relevant capability of the upgraded system.

Putting all of these strategies together enables a well-practiced cutover process. If you know the exact timing of every step, your go live is infinitely more likely to go smoothly. Utilize the resources you have for go live support, and monitor the success of your system throughout its use in your organization for optimal results.

Value Add Initiatives After the Upgrade is Complete

Oracle JD Edwards offers multiple applications within its system that can add value to your organization through increased end user efficiency and visibility, real-time information without requesting reports, and more. By reducing the amount of clicks and time needed for manual tasks, the following programs make end users more proactive and less reactive.

  • UXOne – a set of interactive tools to give feedback on specific information in real time – without needing to put in a report
  • Super Queries – improved queries to collect data on your day-to-day business
  • OneView Watchlists – personalized alternatives to reports, which retrieve information for real-time notifications on your dashboard
  • Cafe1 – an application that allows users to combine applications and create dynamic links between them, taking specific fields and having each app populate based on selected criteria
  • Form Personalization – a functionality allowing users to remove or utilize fields within forms based on their needs (or roles)
  • Task Search/Search 2.0 – a much more dynamic search tool that pulls data from anywhere on the main dashboard for instant results

For more information on some of the latest tools from JD Edwards EnterpriseOne, read our article on the latest and greatest UX features.

Visit learnjde.com to learn more.