jd edwards instance consolidation assessment
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Consolidate EnterpriseOne to Regain control
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Agenda
Understanding Instances
Challenges faced while consolidating
Approaches towards consolidation
Building a Global model
Understanding Instances
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What’s your Stance on Instance Consolidation?
Instance refers to the unique set of JD Edwards EnterpriseOne data which includes transactional data, control tables and system data
Multiple instances are calling for your attention if you see these warnings
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Increased Maintenance
Cost
Many parallel IT centers
Many ERP versions
Improper control
Highly Customized
Environment
Duplicate architecture
Disparate processes
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So what’s your instance number??
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Determine the right instance number
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Multiple instances…multiply troubles
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Multiple Instances
Organizational structure
Geographical distributions
Business Growth and Size
Planned maintenance or
upgrades
Performance
Warning Signs
Challenges
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All said and done Instance Consolidation is not an easy task
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Organizational structure
Process consistency
Localizations
Downtime requirements
System configurations
Security
CHALLENGES
Approaches
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Global Instance: Multiple Instance Scenario Vs Single Instance Scenario
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United States
Spain Canada
Taiwan Brazil Portugal
Benelux Thailand Mexico
France China India
Korea
Canada Taiwan Benelux
PortugalSpain
Mexico
Thailand United States
Brazil
India France Korea
China
Approach : 01 Instance : 01
In this approach, a single instance is created for all the countries in
the world
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Global Instance – Pros and Cons
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Cost Savings due to Optimum Architecture
High Standardization possible
Ease of Data Consolidation & Reporting
Ease of Integration
Centralized lean team for support
Pros
Higher demand on high availability and disaster recovery
Potential loss of performance due to growing user base and data
Perceived lack of flexibility and autonomy in localizations and other process variations
Cons
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China
Regional Instances :Multiple Instance Scenario Vs Single Instance Scenario
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Approach : 02
China
United States
Spain Canada
Taiwan Brazil Portugal
Benelux Thailand Mexico
France Korea India
Canada
BeneluxSpain
MexicoUnited States
Brazil
Instance : 01
In this approach, we create regional instances for countries
within that region
France
Portugal
India
Korea
Taiwan
Thailand
Instance : 02
Instance : 03
Instance : 04
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Regional Instance – Pros and Cons
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Optimum Architecture
Limited Standardization
Regional autonomy for localization and processes
Ease of Data Consolidation & simplified reporting
Higher Cost of Maintenance due regional IT staff
Regional influences hindering standardization of process
ConsPros
Building a Global Model
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Canada Taiwan Benelux
PortugalSpain
Mexico
Thailand United States
Brazil
India France Korea
China
High Level Solution Approach
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United States
Spain
Canada Brazil
Taiwan Portugal
Benelux Thailand
India
Mexico Korea
France China
Current Stage Future Stage
Assessment State
Planning Stage
Global Model Build
Rollout
Sunset multiple instances
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How to build a global model?
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SYSTIME Global Model Composition
MethodologyStandards
Governance Framework
Data Standards
Naming Convention Standards
SecurityStandards
Global Custom Code
GLOBAL MODEL
LOCAL MODEL
Documentation Standards
SYSTIME follows 80:20 thumb rule while defining global model Considers buying in from business community from all regions of the world while designing global modelConducts workshop for identifying common processes across regionsIncorporates solid governance structure for modifying or changing global model
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Components of Global Model
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Complexity
Low Medium High
Diagram shows what are the different components of global Model and their line items in each component. Depending on the requirementof customer, model can be simple or complex based on the line items included in it. In some of complex scenarios, global Model includesorganization level custom code.
Naming ConventionStandards
Standard Processes Methodology & Documentation
Security Matrix Data Standards Custom Code
Company NumbersCost Center or Business Units etcSecurity Role NamesItem NumbersVersion NamesDocumentation Names
Standard Enterprise ProcessesLocal ProcessesSleeper Processes
Rollout MethodologyTemplatesChecklistsAA
Definition of RolesDefinition of Tasks
Data DictionaryConstantsCOA/BU’sCategory code valuesAlternate chart of account codesFiscal PatternsCurrency CodesDocument typesUDC’sPayment TermsEnterprise Offsets/Item ClassesAAI’s/DMAAI’sFA ClassesItem MasterCosting Methods
Enterprise Custom CodeEnterprise Custom Documentation
(1) Naming Convention Standards (3) Methodology & Documentation
(2) Standardization of Processes (4) Security Standardization
(5) Data Standardization
(6) Building Custom Codes
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Additional Collateral
SYSTIME’s podcast series on JD Edwards EnterpriseOne Instance Consolidation
Building the case for instance consolidation
Understanding challenges to eliminate them
Approach through a single global instance
Approach by prioritizing geographical proximity
SYSTIME's Pre Rollout assessment pack helps you plan
White paper
JD Edwards Instance Consolidation Assessment Pack
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“The contents of this document are proprietary and confidential to SYSTIME Global Solutions Private Ltd. and may not be disclosed in whole or in part at any time, to any third party without the prior written consent of SYSTIME Global Solutions Private Ltd.”
“© 2011 SYSTIME Global Solutions Private Ltd. All rights reserved.
Thank You
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