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Upgrade Strategy for JD Edwards and Customer Perspectives Session ID: CON8237

Upgrade Strategy for JD Edwards and Customer Perspectives Session ID: CON8237. David Balasa VP Finance – Shared Services. Company Background and Details.

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Upgrade Strategy for JD Edwards and Customer Perspectives Session ID: CON8237

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  1. Upgrade Strategy for JD Edwards and Customer PerspectivesSession ID: CON8237 David Balasa VP Finance – Shared Services

  2. Company Background and Details • The Westfield Groupis an internally managed, vertically integrated, shopping centre group undertaking ownership, development, design, construction, funds/asset management, property management, leasing and marketing activities. • Investment interests in 99 shopping centres across Australia, the United States, the United Kingdom and New Zealand. • Around 22,000 retail outlets • Total assets under management of A$67.8bn. • Approximately 4000 employees worldwide

  3. Company Background and Details • 47 malls in the United States with about 8,000 specialty stores in 55 million square feet of leasable space. • Over 400 million shopper visits each year. • Westfield is also a leading development partner for US airport retail concessions, and was recently awarded contracts to manage retailers and restaurants at Los Angeles International Airport and Chicago O’Hare International Airport. There are now eight Westfield retail concessions at airports in the United States.

  4. Company Background and Details

  5. JD Edwards Footprint • Modules • Financials • Property Management • Integration • Hyperion • Salesforce.com • Nexus Payables • Data Warehouse • TM1

  6. Reasons for Upgrading • Out of support for E1 8.11 • Take advantage of improvements to Expense Participation module • Improved user experience with new Tools release

  7. Project Overview and Timeline • Started planning- November 2012 • Technical evaluation and retrofit customizations • Test script development • User Acceptance Testing – Feb/Mar 2013 • Go Live – April 2013 • Project ran ahead of schedule, but we kept to planned go-live • Only minor issues post go-live • Delivered under-budget

  8. Lessons Learned, Challenges • Overall- upgrade was very successful. Would not change a thing about our approach. • Challenges • Freeing up business users to participate in the upgrade process • Training users at 50+ locations

  9. Best Practices • Invest time in a detailed project plan • Assign best people, not best available people • Strong IT team led the way • Invest in testing (Unit and UAT) • Hire or develop staff that understand technology and business processes

  10. Benefits and Results • Expense Participation improvement • Enabled automation project • Much improved user interface has saved time • Improved navigation • Enhanced query • Back in Support • System is now well-documented. Test scripts are ready for Disaster Recovery exercise and future upgrades.

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