safe harbor statement - oracle · holiday retirement –cloud as a platform •nation's...

57

Upload: others

Post on 20-May-2020

1 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than
Page 2: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not acommitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, timing, and pricing of any features or functionality described for Oracle’s products may change and remains at the sole discretion of Oracle Corporation.

Page 3: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Showcasing CustomerDigital Success

August 21, 2019

Lyle Ekdahl, Senior Vice President, JD Edwards

Page 4: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | 4

Let Your Light Shine

Page 5: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

OrchestratingDigital Success

Page 6: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Lutron – Orchestrating Bright Ideas

Founded in 1961

Industry leader in Smart Lighting control technology

15,000 Energy saving products

Sold in over 100 countries

6

Leo Gould – Information Systems Manager

Lutron ElectronicsCoopersburg, PA ● United States

Page 7: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

The Upgrade is complete.Was it a Success?

11 integrations no longer worked

What were we going to do?

Orchestrator saved the day!

7

Page 8: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Light at the End of the Project

Finance could do our setup, if and when available

How to become less people dependent?

With more accuracy?

Why not automate with Orchestrator!

8

Page 9: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

New Way of ThinkingRe-thinking the role of IT

No customizations

Automate everything

Focus on creative tasks

The “Gift from IT”

9

Page 10: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Letting our Light ShineNo new technology limited our abilities to support the business

Being back on Oracle Support gave us a path to innovate and improve our business

We are still innovating!

10

Page 11: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

UX One enablesDigital decisions

Page 12: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Federated Co-operatives – UX Innovation

Wholesaling, manufacturing, marketing and administrative co-operative

170 independent retail co-operative associations

2,900 locations

25,000 employees12

Mike Smitten – Director of Business Solutions

Federated Co-operativesSaskatoon, SK ● Canada

Page 13: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Seeing the Light of ModernizationMigrated from an aging platform

Replaced obsolete business processes

Engage our workforce was key to modernizing our business

Create a more agile and responsive customer experience

Invigorated the relationship between IT and the business

Fostering innovative thinking

13

Page 14: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | 14

Page 15: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | 15

Page 16: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | 16

Page 17: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | 17

Page 18: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Page 19: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Orchestrator Timeline on LearnJDE.com

19

Page 20: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

JDE and MobileApps at your business process

Page 21: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | 21

Customer Choice Developing Mobile Apps

Orchestrations

Oracle Mobile Client Dev

JETVBCS

Orchestrations

YourChoice

Research

Page 22: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | 22

Mobile App Development

Customer Choice

+Oracle Technology

Research

Page 23: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Lease Accounting For Property and Non-PropertyMeeting Your Global Accounting Requirements

Simplify and automate global lease administration

FASB ASC 842 and IFRS 16 standards

Lessor accounting (FASB 13) for property leases - straight line rent

Revenue recognition for lease management companies

Lessee accounting for property and non-property leases

Lease terms change management

Simplified lease management

Available with EnterpriseOne 9.1 and 9.2

Key Features

Establish Lease Set TermsGenerate

Amortization Schedules

Generate Lease Commencement

Transactions

Generate Monthly Transactions

23

Page 24: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Edwards Lifesciences – Lease Management

3,500 users

8 global manufacturing locations

38 countries, several localizations

Upgraded from 9.0 to 9.2

Implemented Lease Management

Personalized UX One pages and Watchlists

Using E1 pages

24

Maria Paraskun, Senior Business Systems Analyst

Edwards LifesciencesIrvine, CA ● United States

Page 25: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Edwards Lifesciences was researching Lease solutions to support new regulations

Discovered JD Edwards solution by attending Collaborate 2018

Partnered with JD Edwards on required features

January 1, 2019 go-live

25

Lessee Accounting Manager as Delivered from JD Edwards

Page 26: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | 26

Page 27: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | 27

Page 28: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | 28

Page 29: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | 29

Page 30: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | 30

Page 31: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

JD Edwards Health & Safety Incident Management

Comprehensive incident details

Automatic notification

Track near misses and potential incidents

Assign and manage tasks and track costs

OSHA & Bureau of Labor and Statistics reporting

Mobile applications for remote reporting of an incident

Choice of data source for safety hours for frequency rates

User defined data for supplemental information

Comprehensive analytics to get to the root of the issue

If you can measure it, you can manage it!

and if you can manage it, you can help prevent it!

Report an Incident

Notify InvestigateComplete Incident Details

User Defined Details

Employee Case

Inquiry

Employee Task

Mgmt

Regulatory Reporting

One View Reporting

31

Page 32: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Ledcor – A Culture of Health & Safety

Diversified construction company

Design, build, transport, operate, and maintain projects in North America

4,000 JD Edwards users

2,900 locations

32

Rob Brough – Director of Service Delivery

LedcorVancouver, BC ● Canada

Page 33: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | 33

Safety First

Page 34: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | 34

Extend with Mobile

Page 35: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | 35

Predictive Analytics

Page 36: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted 36

Page 37: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

To the Cloud

Page 38: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Holiday Retirement – Cloud as a Platform

• Nation's largest provider of senior living

• Locations in 42 states and 260 locations

• More than 30,000 residents

• EnterpriseOne 9.2

• 100 users

• Operate in a hybrid cloud model38

Derek D’Alessandro – Vice President of Information Technology

Holiday RetirementWinter Park, FL ● United States

Page 39: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | 39

JD Edwards and Hybrid Cloud

Oracle Cloud Infrastructure for reliability, scalability and sustainability

Azure for other strategic business requirements

Page 40: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | 40

OCI as a Platform for JD Edwards

Improved performance and flexible architecture from modern operations

Page 41: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Modern Platforms for Enterprise Computing

Leveraging technology, software, and infrastructure to ensure maximum operational capability and flexibility for the lowest cost

41

Page 42: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Oracle Excellence Awards – Cloud Innovation

2017 - Cloud Platform Innovation

2018 - Cloud Innovation

2018 - Cloud Platform Innovation

42

Page 43: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Joint Venture Management

64-bit Processing Orchestrator

Lease Management

Applications 9.2.3

Tools 9.2.3

UX One

Personalization

NotificationsOracle Cloud Infrastructure

Simplified Upgrade

Mobile Applications Server Manager

Human Capital ManagementIASB

FASB

Reference Architecture

Platform Certifications

Localizations

Form Extensibility

Decustomizer Analysis

EnterpriseOne Search

Payment Control Groups

Item Balance Purge

Health and Safety Incident Management User Defined Objects

My Worklist

9.2

Page 44: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Weitz – Upgrade to EnterpriseOne 9.2

• Founded in 1855

• Headquarters in Des Moines, IA with ten satellite offices in the US

• General contractor and Construction manager

• ENR Top 400 construction company

• Four core market segments:

• Commercial, Industrial, Plant Services, and Supply Chain

44

Steve McClure - Senior IT Manager of Applications

The Weitz CompanyDes Moines, IA ● United States

Page 45: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | 45

IT has a Seat at the Table

Page 46: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Continuous Adoption of new Features

46

Page 47: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Turner Industries – Migration to EnterpriseOne

World software customer for 20 years

World A9.3 to A9.4 upgrade

World A9.4 to EnterpriseOne 9.2 migration

1,200 users at 175 locations

20,000 hourly employees

47

Darrell Hawkes – Business Intelligence and Fabrication Business Systems Manager

Turner IndustriesBaton Rouge, LA ● United States

Page 48: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Why Migrate to EnterpriseOne?

Needed a solution to support Turner’s needs for next 20 years

Oracle is investing in EnterpriseOne, not World

Future enhancements and functionality needed to support our business

Right time for the company?

It will never be the right time, but will it ever get easier?

How much longer can we just maintain?

48

Page 49: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Turner Industries Go-No-Go DecisionEnterpriseOne modern interface

What our users need to get better

Identified opportunities to reduce cost and extend the enterprise

Citizen Personalization

Talent enticement

Development of new Power Users

49

Page 50: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Getting to the Launch PadTurner spent 2 years planning and

building consensus for this project

Identified critical and high-risk areas that required perfection

Sent key stakeholders to Collaborate and InFocus

Vendor selection was a key to our success

50

Page 51: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Mission Results Payrolls for all 20,000 employees

completed successfully

Shop Production un-interrupted

Reduction of customization by 80%

100% of >1,000 users trained in EnterpriseOne prior to go-live

Adopted new features including:

51

Grid configuration E1 Pages CafeOne

Mobile apps Query by Example Expanding the E1 footprint

Page 52: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Post Mission EvaluationDocument, Test, and Align

Change Management is critical

Test conversion until you can not fail

Document process and responsibilities early and practice like it’s the real deal

Make sure everyone is a stakeholder

Communication

52

Page 53: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

ContinuousInnovation

Page 54: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. | 54

JD Edwards Product Announcements –LearnJDE.com to Learn More

Page 55: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

Page 56: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |

JD Edwardsis your

Digital Platformthat enables transformation

Page 57: Safe Harbor Statement - Oracle · Holiday Retirement –Cloud as a Platform •Nation's largest provider of senior living •Locations in 42 states and 260 locations •More than

57