Sessions for the Q3 Meeting - September 22nd, 2022
Scroll down to see breakout session tracks and abstracts
Keynote Address 9:30 AM Champagne Ballroom A/C
Navigating JD Edwards Release 22, Building a Dynamic Warehouse & More
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In this 2-part session, we’ll review the latest R22 enhancements and demonstrate how JDE professionals can use the 9.2/R22 Capabilities Outline to equip their teams to be in the best position possible to drive efficiencies across their organization and get the most value out of their applications and systems. Then, we’ll demonstrate how JDE customers are leveraging Orchestrator and AtomIQ low-code/no-code platform to rapidly build and deploy web & mobile apps, create Business Process Management Workflows, setup notifications for digitizing supply chain operations (pick, pack & ship, po receipt) while keeping up with rapidly changing demands. Additional use cases will include Purchasing, Orders, HCM & Expense Management. |
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Attendee Objective 1 |
Review Latest Release 22 Enhancements |
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Attendee Objective 2 |
Customer Use Cases for Digitizing Supply Chain Operations |
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Attendee Objective 3 |
Additional use cases will include Purchasing, Orders, HCM & Expense Management |
Keynote speakers
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Andy ChaseVP - Sales, Marketing & BD |
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Circular Edge |
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Andy has more than 20 years of experience supporting the JDE community to deliver more value with their ERP and related applications and systems. He is a frequent speaker on various JD Edwards, CX and Cloud topics across business process automation, business motivators, 9.2 enhancements and more. In 2017 Andy received the Quest Distinguished Service Award for going above and beyond in support of the Quest JDE community. That same year and again in 2019, 2020/2021, Circular Edge received Oracle JDE Partner Excellence awards for continuously delivering and showcasing customer resilience and success. |
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Arun Chhatpar |
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Solutions Architect |
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Circular Edge |
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Arun helps customers solve digital transformation challenges by implementing technologies that allow for huge performance improvements within individual supply chain processes such as procurement, production, inventory management and retailing through enabling process integration, digitization and automation, and bringing about novel analytical capabilities. He is a frequent speaker on low-code/no-code mobile apps, Orchestrator, progressive web applications, chatbots and process automation. |
Breakout Sessions - Track 1 - 10:40 AM
Room: Champagne Ballroom B Room: Provence Room: Rhone
The Future of Knowledge Transfer
Like many JD Edwards users, your organization is encountering a retiring workforce and challenges with transferring knowledge to new employees. Some users are also facing the imminent sunsetting of Oracle’s popular User Productivity Kit (UPK) for training. How do you look beyond the past ways of sharing information without all the headaches of a complex new implementation?
From the makers of ReportsNow, CloudU is a new, nimble, and future-proof answer to transfer collective knowledge and transform how you deliver training, with the ability to integrate into your existing technology. Let CloudU help your business continue learning and growing by adopting a sustainable and more efficient solution.
Join us to learn how CloudU supports your enterprise goals. See how simple it is to create your own searchable, translatable, and easy-to-use repository for your shared knowledge and training, plus so much more.
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Attendee Objective 1 |
Learn how CloudU supports your enterprise goals |
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Attendee Objective 2 |
See how simple it is to create shared knowledge and training repository |
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Attendee Objective 3 |
Discover the innovative solution to UPK's replacement |
Speaker
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Patrick Dawson |
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Director of Training |
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ReportsNow |
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Patrick has 26 years in ERP solutions, with 19 years in the realm of JD Edwards. He is a professionally certified SME on 24 JDE products. Patrick holds a BA and MA in Architecture from the University of Illinois U-C and an MBA in Real Estate Finance and Construction Management from the University of Denver. Today, he spearheads the ReportsNow and CloudU training departments, sharing his extensive knowledge with our clients. |
Achieving the Highest level of Automation for Accounts Payable Using JD Edwards
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The processing of Accounts Payable (AP) invoices is an expensive, manually intensive process, bringing a risk of errors that cost your company time and money. When your AP department is inefficient, it is time to automate your process. To get the most from your AP department, consider choosing Intelligent AP Automation to radically improve the benefits and payback of automation. Intelligent AP Automation:
With Intelligent AP Automation, you’ll learn how to turbo charge the processing of AP invoices for maximum savings, greatly improving your AP process and cash flow. Join us for Achieving the Highest Level of Automation for Accounts Payable Using Oracle JDE and discover:
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Attendee Objective 1 |
Understand the importance of AP Automation |
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Attendee Objective 2 |
The latest advancements in Automation for JDE |
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Attendee Objective 3 |
How Automation can impact your entire enterprise such as HR, Customer Service, Sales Orders, etc. |
Speaker
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Joel Halvorson |
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Senior Account Executive |
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IntelliChief |
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Joel Halvorson Joel is the Sr. Software Sales Account Executive for IntelliChief and is responsible for helping new and existing clients with their digital transformation journey to achieve their goals and realize savings. With 5+ years of experience in the Capture and Enterprise Content Management industry, Joel has a wealth of knowledge and a special skillset for automating processes. Although he has helped many different departments in an organization, his primary focus and passion has been Accounts Payable. |
Insider's Guide: 5 Quick Win Orchestrations Deployed at JD Edwards Customers
During this session, we will demonstrate 5 quick win orchestrator use cases that were implemented at JD Edwards customers. We’ll deep dive into the following use cases plus more.
- Automate the Updating of Exchange Rates
- Create Sales Orders from a CSV (Order Entry)
- Duplicate Branch Plant Records across Branches
- Advance WO/SO external UBE that calls an orchestration to update Sales Order Status based on Work Order status
- Inbound AP vouchers from a file (CSV)
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Attendee Objective 1: Learn how orchestrations can help minimize business process complexities by automating tasks. |
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Attendee Objective 2: Learn about 5 real world examples of orchestrations deployed at JDE clients |
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Attendee Objective 3: With costs being under the microscope, everyone is looking for quick wins with JD Edwards |
Speaker
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Bud Shaw |
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Solution Architect |
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GSI, Inc. |
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Bud has over 25 years of experience with JD Edwards. Bud has presented at numerous industry conferences, regional user group meetings, webcasts, and workshops. |
Breakout Sessions - Track 2 - 11:40 AM
Room: Champagne Ballroom B Room: Provence Room: Rhone
Learn the Top 10 JDE EDI topics to Maximize Your Business with EDI
You’ve been using JDE and EDI for years but are still struggling with issues. It just doesn’t seem like your current EDI support is meeting your needs. You need a better way to manage all the aspects of your EDI solution in your JDE environment. If any of these issues ring true for you, then this session is for you!
The Top 10 topics we'll cover in this session include:
- Determine if your current EDI support system is meeting your customers’ demands
- Integrate JDE tables and custom tables into your system as part of your program
- Learn how to use EDI more strategically to improve the turnaround time for onboarding new trading partners
- Improve customer service by providing full-service EDI onboarding and execution
- Learn the easier and more repeatable way to set up Trading Partners in JDE
- Evaluate if you have all the aspects of your EDI solution covered such as EDI coordination, mapping, and JDE functional support
- See CAT’s EDI Cockpit -- a powerful tool that makes it easier for you to manage your EDI program. It allows you to easily identify errors so that you can resolve them quickly and efficiently.
- EDI Freight Automation is another CAT original solution designed to streamline freight documentation processing.
- EDI Palletization - Are you up to date when it comes to the Walmart’s ASN Pallet Initiative?
- Hear about the challenges and advantages of doing Supplier Side EDI -- Learn about CAT’s approach
CAT provides an end-to-end solution for managing your entire Electronic Data Interchange program, including EDI coordination, mapping, and JDE functional support. We also offer full-service EDI execution so that you don’t have to worry about the complexities of implementing and running all aspects of your program.
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Attendee Objective 1 |
JDE and EDI Managed and On-Demand Support |
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Attendee Objective 2 |
EDI challenges |
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Attendee Objective 3 |
New Tools for JDE and EDI users |
Speaker:
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Jeff Copper |
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Partner, C&A Technology and EVP of EDI and JD Edwards Practice Leadership and Technology |
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C&A Technology (CAT) |
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Jeff is a Partner of C&A Technology and EVP of JD Edwards Practice Leadership and Technology. As EVP of the CAT JD Edwards, EDI and Technology Practice. Jeff provides practice leadership for all areas of Functional and Technical Professional Services. Jeff’s past accomplishments have been building Oracle professional services practices within KPMG. Jeff also led the JDE practice for both the Northeast and Southeast regions of Zanett Commercial Solutions. Jeff’s project-driven mentality delivers value to his clients by keeping the business objective clearly aligned with project goals. Jeff has 26 years of progressively responsible IT experience which includes executive-level quality assurance and accountability, PMO, functional consulting, technical program management and advanced technical development.
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Employee retention, up-skilling and turnover – Leading practices for your JDE resources during the great resignation
Employee retention is the number one issue on the minds of CEOs today, and in this presentation we will cover why employees are leaving at the highest level in decades and along with what are some of the best practices to keep employees. We will also discuss why effective employee onboarding is a key to employee retention with a look at how to onboard new employees effectively. Last, we’ll provide a quick demonstration of online learning that supports JDE resources (new and old) during the great resignation.
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Attendee Objective 1 |
Learn why employees are leaving and what you can do to keep them. |
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Attendee Objective 2 |
Find out why onboarding is a key factor in employee retention and what you can do to effectively onboard new employees. |
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Attendee Objective 3 |
See online learning that supports all of your JDE resources in action. |
Speakers
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Cynthia Milenkovich |
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Sales Executive |
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JDEMart, an iLearnERP Company |
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Cynthia Milenkovich has been working with the JDEdwards community for 12 years with a focus on sales and marketing of Best-in-Class Add-ons.
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April Favara
Training Consultant
iLearnERP
April has been working with the JD Edwards community for seven years and loves collaborating with associates and leaders at every level to deliver customer-focused training solutions.
Convert JDE Orchestrations and Forms into fully functional mobile, scanner and web apps integrated with JDE using Swift low-code/no-code app automation
Learn how as a Business Analyst with no programming background, you can create fully functional and user-friendly mobile, scanner apps and web portals integrated with your JD Edwards orchestrations and forms and any 3rd party applications and databases.
In this session, we will create a mobile, scanner and web app fully integrated with JD Edwards in that you as the audience will be able to run right on your own smartphones as we build it.
Speaker
M. Ali Nasim
CEO
Ephlux
[email protected]
Ephlux and Ali are well known in the JD Edwards community for mobility, innovation, digital transformation and emerging tech using low-code/no-code process and app automation and their product Swift
Breakout Sessions - Track 3 - 1:50 PM
Room: Champagne Ballroom B Room: Provence Room: Rhone
JDE Analytics - NaviVue
LIVE Demo:
Navisite proprietary analytics tool for JD Edwards - review daily transaction and performance along with object and user details. Allows tracking of daily progress, resolve issues and security review. Review user activity and track average monthly performance. Certified with Oracle
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Detail review of JDE activity |
| Breakout - Vendor Awareness/Product Demo |
Speakers
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Julie Morrison |
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Director Professional Services |
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Navisite |
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Julie has over 30 years in the JDE Community working for JD Edwards and various customers and vendors. She has also been president of both the Florida and Rocky Mtn Region user groups. She has been working for Navisite (formally Velocity) for 9 years. |
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Joey Vargas |
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Sr. Director JDE Services |
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Navisite |
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Joey has over 25 years in the JDE/IT Community. Worked for JD Edwards and various customers and vendors. He has been working for Navisite (formerly Velocity) for 9 years. US Veteran - Army |
Security Assessments: Uncover Hidden Risks and Inefficiencies in your JD Edwards security
Many JD Edwards users sense that they have issues with their security model or SoD set-up, but they don’t know how to work out what’s wrong, let alone how to start putting it right. For example:
- Are your JD Edwards user and security administration costs / turnaround times spiralling out of control?
- Have you experienced audit findings around logical access controls that you need to address quickly, but can’t figure out where to start with remediation?
Do you find it difficult to understand your SoD ruleset and how it relates to managing risk in your business? Is it producing a lot of SoD violations that you just can’t make sense of?
A security assessment can deliver valuable, meaningful insights into your vulnerabilities, and identify priorities for remediation.
Attend this session to find out:
- The benefits of security assessments
- What they should contain
- How often they should be carried out
Speaker
Vrinder S Randhawa
Sales Manager, QSoftware, a Pathlock Company
I help Oracle E-Business Suite, Oracle ERP Cloud and JD Edwards customers to safeguard their ERP systems and satisfy their audit requirements efficiently and affordably – no more painful audit cycles!
Across all industry sectors, I work with Application security teams, Information Security specialists and Internal Auditors, including:
Applications/Business Systems Directors and Managers
Oracle Fusion and ERP Cloud Managers
IT Auditors
IT Audit Business Analysts
IT Architects
Internal Auditors
Chief Audit Executives
Corporate Finance
External Auditors
Within hours, our powerful automated audit tools shine a light on the weaknesses in your ERP security and give you the information that you need to fix them. With our security and Segregation of Duties management tools, you can remediate efficiently and reduce the cost and effort of managing ongoing security. Now you can run regular audits to keep your security in good shape and be prepared for external audits.
With 20+ years’ experience in ERP security, we know it inside out. Designed to support specific ERP systems, our tools address risks that you may not even know exist!
If your business is interested in discussing improvements in this part of your business, or has a direct initiative, audit fail or remediation requirement, please connect me via LinkedIn, and ensure you send a brief message.
TOP GUN Integration Execution (Don't End Up Like Goose) |
Thinking of doing JDE Integrations? We have multiple integration projects under our belt. Let our "TOP GUN" experiences (even some "Goose" moments) help you succeed in your 3rd party integration projects with JDE. Our presentation is HCM-focused, but these tips are universal.
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MAVERICK: How to successfully PREPARE for an Integration Project |
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ICEMAN: How to sequence TESTING |
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GOOSE: How to AVOID plane crashes (Lessons Learned) |
Speakers:
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Deanna Johnston |
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Lead HCM Consultant & Project Manager |
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iAM HCM Consulting |
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Tammy Castro |
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CEO and HRIS Advisor |
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iAM HCM Consulting |
