Implementing EPM 8'8 at SaresRegis

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Implementing EPM 8.8 at Sares-Regis

• Session 9930
• Using BI for Financial and Property Management
  reporting at SRG.

• Presented by Pam Howard of SRG
• Jeff Palmer and Dave Denney of BORN

2
Introductions

• Pam Howard JD Edwards Systems Manager
• Jeff Palmer Project Manager / Technical
  Architect for BORN
• Dave Denney BI Practice Manager / Business
  Development for BORN

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Agenda

• Session Overview
• Sares-Regis Group
• BORN Information
• SRG BI Project
• Reporting
• Interfaces
• 3rd Party Data Integration
• Training
• Project Analysis
• Next Steps
• QA

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Session Overview

• Discuss how SRG migrated from FASTR to BI
  reporting during their EnterpriseOne Upgrade.
• Reasons SRG chose BI
• Review of the project
• SRGs reporting requirements
• Leveraging Ascential for interface development
• Integrating a 3rd Party Data base
• Lessons Learned

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Sares-Regis Group

• Regional Property Management Construction
  Company
• Headquartered in Irvine, CA
• Manages 2 Billion in Assets
• Comprised of Commercial, Multi-family and
  Homebuilding divisions.
• 500 employees throughout the West
• Privately held
• 26 Years in business merged in 1993
• 59 offices and locations

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Sares-Regis Group

• Implemented JDE World 5.2 in 1993
• Upgraded to A7.3 in 1999
• Running JDE G/L, A/R, A/P, Job Cost, Property
  Management Modules
• 36 Users 1 SU, 35 EU
• Upgraded to JD Edwards E1 8.9 in 2004
• Yardi Residential Property Management System
• Pharaoh Information System - Construction

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Sares-Regis Group

• Reasons for upgrade to E1 8.9
• Obsolete AS/400 / operating system
• Lack of internal IBM AS/400 resources
• Take advantage of General Enhancements
• Change in Platform and Database
• Web based Applications

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Sares-Regis Group

• Business case for BI
• Complexity of ERW / FRW toolset
• 1000 FASTR Reports
• Small IT Staff
• Overhead of building and deploying packages with
  ERW/FRW
• Empower users to write and maintain their own
  reports
• Limited technical report development resources
• User-Friendly / Ad-hoc reporting solution
• 3rd Party Data
• Web Reporting
• Eventual Portal Applications

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Sares-Regis Group

• How SRG Selected BORN
• Needed outside help
• BORN could provide total solution for both
  Migration and BI
• Listened to SRGs issues
• Proven JD Edwards Services Provider
• Recognized BI implementer

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BORN Information

• PeopleSoft Silver Services Partner
• Dedicated Partners with JDE/PSFT since 1992
• Headquarters in Minneapolis with offices
  throughout the US.
• 100 dedicated JD Edwards World, E1 and EPM
  Consultants
• Providing BI DW Solutions since 1996 / E1 BI
  Solutions since 2001.

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SRG BI Project

• Project Requirements
• Turnkey Solution
• Implement JDE EPM 8.8 BI E1 Financial Property
  Management Analytics
• Analyze Business Processes, Financial Reports
  Data
• Identify Gaps and solutions
• Develop reporting approach
• Install and Configure Software
• Develop Customizations (ETL Jobs MicroStrategy
  Objects)
• Populate Data Warehouse
• Validate Data Warehouse
• Integrate 3rd Party Data
• Train Power Users
• Knowledge Transfer
• Support Go-Live

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SRG BI Project

• Project Approach
• Analyze
• Design
• Develop
• Test
• Go-live / Support

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SRG BI Project

• SRG Resources
• Project Manager / Administrator
• 10 Power Users
• 35 End Users
• BORN
• Project Manager / Solutions Architect
• MicroStrategy Developer / JDE Analyst
• Systems Installation / ETL Developer/ Interfaces

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SRG BI Project
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SRG BI Project

• Tools / Technology
• EPM 8.8
• MicroStrategy 7.2.3
• Ascential DataStage 7.2.1
• Windows 2000
• SQL Server 2000

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SRG BI Project
EPM - Production Warehouse Environment
EnterpriseOne
Nightly ETL
Desktop Clients Power User report development and
report access.
SQLServer Windows 2000 Server
Yardi
Intelligence/Web Server Windows 2000
SP3 One-way 1 GB RAM
Database Server Windows 2000 SP3 Dual Processor 2
GB RAM
Nightly ETL
Web Clients Web Analyst execute reports.
SQLServer Windows 2000 Server
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SRG BI Project

• Challenges / Risks
• Limited SRG IT Staff and Resources
• Coordination with Migration Project
• One of the first to implement EPM 8.8 for E1
  using Ascential DataStage
• 1000 FASTR Reports
• 400 unique row specs
• 100 unique column specs
• 400 Operating Companies / Chart of Accounts
• 6 different fiscal date patterns
• 3rd Party Data Integration

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Training

• Train 10 Power users
• Applicable exercises
• On-Site Training
• Desktop Clients
• Train-the-trainer approach
• Knowledge Transfer

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Reporting

• Develop model to reproduce 400 FASTR Reports in
  BI
• Incorporate 400 Operating Companies / COA
• Produce Boardroom quality Reports
• Develop Custom Objects for MicroStrategy
• Facts
• Attributes
• Metrics
• Prompts Filters
• Consolidations

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3rd Party Data Integration

• Yardi Property Management Application(SQLServer)
• Process
• Analyzed Yardi data elements
• Enhanced the EPM Data Model to incorporate the
  Yardi data
• Developed custom Ascential DataStage ETL Scripts
• Developed necessary MicroStrategy Objects (Facts,
  Attributes, Metrics, Filters, Prompts, ect)
• Developed reports using both E1 data and Yardi
  data

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Interfaces

• Leveraged Ascential DataStage for developing
  interfaces to EnterpriseOne
• Developed the following interfaces
• A/P Utilities from .csv files received weekly
• A/P Vouchers from Yardi (3rd Party Property
  Management software)
• Dynamically created Address Book records when
  Payee wasnt setup in E1.
• A/R Journal Entries from Yardi (3rd Party
  Property Management software)
• Ascential jobs are initiated from UBEs in E1
• Time savings of 100 Hours from using JDE E1 Tool
  set

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Post Analysis

• Limited IT involvement in report development.
• Empowered User Community
• BI providing Financial Reporting
• Seamless data integration between Yardi and E1
• Reduction in manual data manipulation
• Supports In-house and external users
• Web deployed solution
• Positioned for future EPM releases

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Next Steps

• Investor Portal
• Upgrade to MicroStrategy 7.5.2 to leverage Report
  Services

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Questions Answers