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Tina GavalierFinancial AnalystWashtenaw County, Michigan
Washtenaw County Improves Access to ERP Information:
A Case Study Using the Really Real Time Inquiry Suite
Julie HolmesAccount ManagerThe GL Company
Environment and Background
J D Edwards EnterpriseOne Xe (SP 23 L1)• Using a HP/UX Operating System (V 11.1)
with an Oracle Database (V 9.2)• Both FAT Client & terminal server users• Financials (AP/AR, Budget, Capital Assets, GL
& Procurement) since 1-1-99• HR/Payroll since 1-1-00• JDE EnterpriseOne Report Writer • An internal support structure using business
area leaders work on JDE initiatives
Product Selection
About two years ago started investigating 3rd party reporting solutions
Business area leaders attended the Midwest User Group, Oracle Open World and Quest Collaborate
• Reporting tool vendors were identified• Demos were observed and evaluated• Much discussion took place and the focus of
the search was divided among business area leaders
Product Selection (Continued)
Functional power users focused on: • The ad-hoc inquiry capabilities• Ease of use• Flexibility• Intuitiveness• Consistent look and feel that compliments JDE
The GL Company’s Really Real Time Inquiry Suite software was singled out to be the most viable solution to enhance reporting
Product Evaluation
Completed a two week trial of the Inquiry Suite: Accounts Payable, General Ledger and Procurement modules
• On site with our own JDE data• Analyzed aged integrity issues from 1999 & 2000
and were resolved in a matter of a few hours during the trial
• Prepared reports listing outstanding items for year-end review (journal entries, open commitments, payments, etc.)
Product Evaluation (Continued)
Developed auditor reports that wereprovided by IT prior to using the Inquiry SuiteNumerous inquiries and reports were created as useful financial decision making tools
• Summarized information with condensed data for high level overviews for departments, divisions & programs
• Provided detailed information for managers & supervisors to assist in identifying issues and celebrating successes
Decision and Implementation
Unanimous recommendation to purchase
• Accounts Payable, General Ledger & Procurement
• Retained all reports created during the trial• Continued to use the Inquiry Suite for year-end
& the audit• Trained power users over 3 days and on day four
held an interactive workshop with the trainer
Decision and Implementation (Continued)
Human Resources & Payroll powerusers completed a two week trialAnother unanimous recommendationto purchase
• Executive Console, Human Resources & Payroll• Retained all inquiries/reports created during the
trial• Continued to use the Inquiry Suite after the trial• Trained power users over 3 days and had
another day for workshop
Inquiry Suite Benefits
• Accelerates account reconciliation, data extractions & analysis for integrity issue troubleshooting
• Drill down to transactions allows immediate access to details
• Eliminates dependency on IT support for reporting solutions
• Provides timely access to useful data and information to make decisions and conduct County business
• Reporting packs save valuable time when multiple inquiries are needed on a regular basis
Inquiry Suite Benefits (Continued)
• Reusable inquiry objects, another time saver, requires setup only once and the ability to use defined calculations, formats and hierarchies in any report within the suite
• Power users are able to create simple ad-hoc inquiries as well as complex custom reports
• Selector functionality simplifies data options for users that have little or no knowledge of JDE
• Time series functionality has provided a reporting solution for County grant & multi-year programs
Inquiry Suite Benefits (Continued)
Developed numerous HR and Payroll reports that has saved time and resources in accessing, running and analyzing employee data and information •Arrearage report with pay period to pay period payment data and grand totals per employee•Employee information report to validate accuracy of data in JDE•Leave of absence report by type with beginning and ending dates•Longevity report that has eliminated a ten month manual process of monitoring eligibility requirements and calculating payment amounts•Overtime report with subtotals by business unit and a grand total•Various reports to assist in filing EEO/AA requirements with the Federal and State governments
Product Overview
• Purpose Built for JDEdwards World and EnterpriseOne (Plug & Play).
• Allows end-users to create and use ad hoc inquiries and reports.
• Accesses data real time (no staging or delay).
• Easy to learn, easy to use (3 days of training).
• Easy to install/configure (1 hour install).
• Exceptional performance.
• Users can share reports immediately.
• Leverages JDE security.
The Inquiry Suite for JDEdwards
General Ledger
Job Cost
Fixed Assets
Accounts Receivable
Accounts Payable
Budgeting & Forecasting
Tax
Adv Cost Accounting (E1)
Sales Order
Purchasing
Inventory
Human Resources
Payroll
Contract Billing
Homebuilder Sales
Timesheet Reporting
Manufacturing (Q1 2009)M
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