
May 8 - May 11, 2023
Hilton Anatole in Dallas, Texas
The global Oracle customer event
Can’t make it to BLUEPRINT 4D? Keep your team in the loop at the Virtual Replay Event. Registration opens May 12. Learn more
Executive & Thought Leader Sessions at BLUEPRINT 4D
Connect with other Oracle customer leaders for insights, education and networking.
Practical education and guidance designed to help IT leaders better position their organizations, increase their business impact and evaluate current business satisfaction with the IT organization. Exchange insights and experiences, strategize collectively on hot topics facing their industries and organizations, benchmark on key initiatives like technology roadmap plans, Cloud apps or running JD Edwards or PeopleSoft on OCI and further extend your executive network at BLUEPRINT 4D.
Executive & Thought Leader Sessions at BLUEPRINT 4D
45 min Insights Session
A Comprehensive Cloud Assessment Framework for PeopleSoft Customers
Presented by:
Logesh Balasubramaniam, SpearMC
Abstract:
For many organizations, Cloud based ERP transformation projects are part of a robust long term strategy that is well aligned to their business goals; while for some others it could be a misguided panic move that offers short term band-aid solutions but not much long term value.
For PeopleSoft customers who are considering cloud based ERP transformations, this session provides a comprehensive assessment framework for understanding and evaluating the true nature of transformation needed for your organization.
This assessment framework covers the key areas of People, Process and Technology that is set to gain the most value and see the biggest impact from cloud migration. It provides guidance on identifying the critical success factors for your cloud transformation project.
Tracks:
Move to Cloud | Human Capital Management, PeopleSoft
45 min Facilitated Panel Discussion
Customer Panel: Oracle Guided Learning
Presented by:
Cameron McClurg, SpearMC
Ben Amster, City of Seattle, Washington
John Wohl, State of North Dakota
Abstract:
Oracle Guided Learning (OGL) is a real time learning and guided processing tool from Oracle that is now integrated with PeopleSoft. Come learn how other customers have migrated from traditional training documentation/content creation to in application guidance. Learn about the reduction in traditional support tickets due to the availability of guided processing.
Tracks:
PeopleSoft | Enterprise Resource Planning, Human Capital Management, PeopleTools
45 min Insights Session
ERP Consolidation Journey
Presented by:
Ken Piddington, US Silica Company
Mohammed Shareef, US Silica Company
Abstract:
Learn about US Silica’s ERP consolidation journey and their one ERP initiative consolidating to JDE in OCI. Hear about the process’s why, what, and how, where they are on the journey, and lessons learned. Get the details about the process to finalize a decision on JDE, develop the migration plan, select the partners, and execute the project.
Tracks:
JD Edwards | Financials, Manufacturing and Distribution, Tools and Technology
45 min Product Roundtable
Data Compliance. Getting to grips with the fundamentals.
Presented by:
Terry Clarke, Klik IT Limited
Abstract:
Data Compliance legislation is starting to appear in more and more countries around the world. In a panel discussion we’d like to share our knowledge around this subject for JD Edwards. There’s a commonly held misconception that ERP systems don’t hold personal data, but they do. Our aim for this session would be to discuss how best to address the impact data privacy laws can have on an organization’s JD Edwards data, and how to manage this on an ongoing basis.
Tracks:
JD Edwards | Tools and Technology
45 min Insights Session
How to recover from a failed JDE 9.2 implementation
Presented by:
Desiree Champaco, Diamond Foods Inc.
Abstract:
For over 20 years, Diamond Foods has utilized JDE to manage the most important aspects of their business. As an Industry leader, they served as a model for how business can evolve into larger organizations through leveraging the full ERP platform. In 2017, the organization began their efforts to migrate to 9.2 but nearly scrapped the entire project for a simpler solution. After a rocky implementation, fraught with over customizations, lack of clear solution design and change management – how did a newly hired Head of IT change the opinions of the users that rely on the system the most?
Tracks:
JD Edwards | Financials, Manufacturing and Distribution
45 min Insights Session
PeopleSoft Roadmap Pillars – An insight to Planning and Prioritizing for Upgrades and Updates !!!
Presented by:
Nadeem Aslam, Astute Business Solutions
Abstract:
An insight session on the pillars of a PeopleSoft roadmap for any organization to leverage to plan and prioritize the Tools Upgrade and PUM Images update along with the latest technologies.
Tracks:
PeopleSoft | Enterprise Resource Planning, PeopleTools
45 min Insights Session
How Heathrow Airport leveraged Automated Testing to underpin the largest business transformation project in its 75-year history
Presented by:
Patrick Neary, DWS
Caroline Knight, Heathrow Airport
Abstract:
In 2019, Heathrow launched Project Magenta, a major upgrade of the back office that would replace its 15 year-old on-prem eBusiness Suite with Cloud Applications. The core aim of the project was to modernize the airport’s HR, Finance, Revenue, Service and Asset Management systems, empowering employees with modern tools to unlock their full talent and potential. It was to be the largest business transformation in Heathrow’s 75-year history.
Ensuring a smooth integration and deployment of this ambitious project required detailed analysis of a huge number of functions, the ability to identify potential problem areas and the effective testing of the new processes to minimise operational disruptions.
Heathrow’s technology consultant Capgemini had extensive experience of DWS’s testing software SwifTest and proposed to Heathrow that it should be an integral part of delivering Project Magenta.
After a successful Proof of Concept, SwifTest was incorporated into a Quarterly testing cycle to handle around 150 tests within a two-week window. To achieve the same volume of testing would have taken 3-4 weeks if undertaken manually.
Project Magenta went live in October 2021, with tasks as different as hiring new colleagues, procuring goods, and generating revenue all brought together into one suite allowing the airport to benefit from efficiency through automation and driving faster, accurate decision making.
This session will focus on how Heathrow were able to access the core benefits of an automated testing program and how you can leverage the same; namely significant time and resource savings and the provision of high-quality data, evidencing each stage of the process and enabling clear records to be maintained.
Tracks:
HCM Cloud | EPM, ERP Reporting & Analytics, Extensions & Security, HCM Reporting & Analytics, HR & Employee Experience, Payroll
45 min Insights Session
Automate Your Annual SOX compliance Audit
Presented by:
Vincent Kelly, Phibro Animal Health Corporation
Abstract:
Are you tasked with recertifying user access to JDE applications? Are you prepared to satisfy auditors, internal control requirements, or SOX compliance? Whether you call it regular access review, user review, or recertification, confirming that the right users have the right access in your JDE environment is imperative.
Join this session to hear from Vince Kelly, Phibro’s Director of Operational Systems, who will share how they avoided hundreds of hours of manual labor by automating the user recertification process to achieve rapid peace of mind during their audits using a touchless SOX compliance solution.
Tracks:
JD Edwards | Financials
45 min Customer Innovation Session
Extending E1 as a Field Solution: CAM+ & Cantara – How Granite Construction mobilized equipment maintenance and leveraged E1.
Presented by:
Annmarie Altenhofen, Granite Construction, Inc.
Scott Hollowell, Asset Management Solutions
Russell Codlin, Rinami
Abstract:
The Equipment Team at Granite Construction partnered with AMS EAM and Cantara to mobilize their maintenance operations in the field providing preventive, reactive and planned maintenance for over 4000+ pieces of equipment with over 150+ mechanics servicing thousands of construction jobs and manufacturing plants.
By extending E1 to tablets, GCI gathers repair details, plans maintenance and empowers mechanics with relevant documentation and tools to maximize their field impact. Not just gathering details around repair events, Granite can now provide detailed equipment cost analysis in a dynamic construction equipment environment. All the while setting the foundation for future mobility uses leveraging E1 to maximize ROI.
Follow the process used by a leading construction company as they elevate their use of Capital Asset Management in E1 and deploy the information and technology to the field.
Tracks:
JD Edwards | Financials, Tools and Technology
45 min Insights Session
Be Consistently On-IT with your JDE Audit
Presented by:
Linda Nelson, ALLOut Security
Abstract:
Stopping fraud & satisfying audit is simple to say, but not so easy to deliver. Are you an accountant, internal auditor, or finance officer responsible for JD Edwards audit activities or your control environment? Each year the need to decrease risk while delivering consistent information, reducing efforts and developing repeatable processes just seems to be more imperative. Whether you want to reduce risk, ensure regulatory compliance, or adhere to internal policies – there are ways to save time without compromising your deliverables.
– Learn best practices for pre-audit preparation
– Review the key information auditors will review
– See Tools to Automate Reporting Consistently
Tracks:
JD Edwards | Financials, Tools and Technology
60 Minute Oracle
Keeping up with the latest updates to PeopleTools Security
Presented by:
Greg Kelly, Oracle America, Inc
Abstract:
PeopleTools introduces and enhances security features with each new release. In this session we will review some of the more significant items to help customers enhance their own security stance.
Tracks:
PeopleSoft | PeopleTools
45 Minute Executive Session
The 7 C’s of Great Leadership
Presented by:
Dan Roberts, Ouellette & Associates Consulting Inc.
Abstract:
Through his years of working and networking with a vast array of CIOs across the globe, Dan Roberts, author and CEO of Ouellette & Associates, has seen firsthand what it takes for technology leaders to drive success. In this executive level session (designed for current and aspiring leaders), Dan shares his 7 Cs of Great Leadership. Attend and learn how to hone and maintain your focus on the issues that matter most and “avoid the shiny objects.”
Dan Roberts, Tech Whisperer, Author, Speaker and CEO of Ouellette & Associates Consulting, has mentored, studied and partnered with thousands of CIOs and technology leaders for more than 3 decades. Roberts has authored two books, Confessions of a Successful CIO and Unleashing the Power of IT, hosts the CIO Whisperer podcast and is a regular contributor to CIO.com – the CIO Whisperer Blog. Dan has dedicated his career to ensuring leaders and team members have the new mindsets, skill sets and tool set necessary to differentiate and elevate the IT narrative.
Dan is considered one of the most connected executives in the CIO arena and passionate about connecting great people with great ideas. CIOs appreciate his ability to energize, to challenge their thinking and to build and sustain a world class IT culture and future ready workforce.
Tracks:
App to All |
45 Minute Executive Session
IT Talent Trends: Re-evaluate Your Employee Experience from the Bottom Up
Presented by:
Rob Meikle, Info-Tech Research Group
Abstract:
Over the past two years, organizations have ventured into unprecedented ways of working and supporting their employees. Business models and employee expectations have both shifted dramatically, and the effects of those changes will continue to be seen long after we settle into the “next normal.”
In this session, Info-Tech Research Group’s Rob Meikle will share what business and IT leaders must do to build and keep successful teams in today’s environment:
• Optimize recruiting and retention practices in the face of a competitive labor market
• Build or maintain a culture of DEI
• Manage the monumental shift to the new normal of remote work
• Determine if the Great Resignation is impacting you and strategic steps to retain talent
• Correctly assess development areas for their teams
• Justify investing in IT talent
Rob Meikle is an Executive Advisor, Keynote Speaker and Board Advisor to several emerging technology organizations. Rob is the former Chief Information Officer (CIO) for City of Toronto and the City of Brampton where he created high performance teams to deliver innovative and transformational solutions. His leadership experience spans the private, public and not-for-profit sectors. He is actively involved in his local community to foster sustainable inter-generational social impact.
Rob became the first and only Canadian municipal CIO to be named on the prestigious global CIO 100 honoree list, receive the Global Computerworld Premier 100 IT Leadership Award and the National Government (GTEC) Next Generation Leadership Awards. He was twice featured on the cover of the Canadian CIO Magazine.
Tracks:
Diversity, Equity & Inclusion |
45 Minute Sponsored Session
Best Practices for Automated 3-way Matching, GL Coding and Vouchering in JD Edwards
Presented by:
Joel Halverson, IntelliChief
Abstract:
One of the biggest challenges in AP, is not just managing the sheer volume of invoices received daily but validating the line-item detail on each invoice, GL coding the information, and vouchering it for payment accurately in JD Edwards. The magic of AP Automation solutions is to automatically perform 3-way matching without manual intervention, but how exactly do you achieve the highest rate of straight-through-processing (STP) and processing efficiency when exceptions are encountered? This is particularly difficult when the invoices you receive are overly complicated with multiple line detail or they are missing information. Or even worse, when the AP invoices contain special charges (like freight surcharges) that are allocated differently depending on the supplier.
Join IntelliChief for an in-depth look at best practices to maximize STP and exception handling with Intelligent AP Automation. In this lively 1-hour interactive session, we will cover:
• Seeing hands-on why having a formal JDE integration is critical to improving the 3-way match process and vouchering invoices for payment
• Showing examples of 3-way matching complex invoices and how they can be automatically validated, GL coded and vouchered in JDE without human intervention in JDE
• Illustrate how AP supervisors can manage the daily workload of the AP staff, including moving work between AP clerks in a snap
• Highlighting best practices for AP Managers and Financial Executives to gain visibility into the AP process to review efficiency metrics and forecast future cash flow
• Reviewing real-life examples on how to best handle 3-way matching challenges
Tracks:
JD Edwards | Financials, Tools and Technology
45 min Insights Session
What’s New from Oracle Database Development
Presented by:
Harish Niddagatta, Oracle America, Inc
Abstract:
Learn the latest news and updates directly from the Oracle Database Development Team. In addition to discussing some of the latest developments and product releases, this session will also cover Oracle’s database strategy for managing enterprise data in the cloud, on premises, and in multicloud and hybrid cloud configurations.
Tracks:
Database & Technology | Oracle Database Innovations
45 min Customer Innovation Session
PTF Done Right – A successful PTF implementation saved the State of Indiana 86% in manual testing
Presented by:
Rob Townsend, WorkStream Technology
Joel Gibbons, State of Indiana, Office of Information Technology
Abstract:
This presentation will be a co-branded presentation between the State of Indiana and WorkStream Technology and will dive into the details of a successful Automated testing project using the PeopleSoft Test Framework toolset. This presentation will cater to both an executive level and user-level audience by providing details around proper project management, team alignment and buy in, and specific details around PTF tips and tricks.
Tracks:
PeopleSoft | Enterprise Resource Planning, Human Capital Management, PeopleTools
45 min Insights Session
How NOT to move your application the cloud
Presented by:
Erik Benner, Mythics, Inc.
Abstract:
Everyone talks about success moving to the cloud, no one wants to share their mistakes. But much is learned from mistakes. This session will go over mistakes made ( anonymously of course) by customers. The impact and how everything was made right. Mistakes from planning to the cutover will be covered.
Tracks:
Move to Cloud | JD Edwards, PeopleSoft
45 min Insights Session
Life after JDE
Presented by:
Debra Lilley, Inoapps USA
Abstract:
What happens when you are ready to leave JDE? What to expect from your project to move to Cloud Applications and what do you need to live in the Cloud. Hear Lyle Ehkl and Debra Lilley talk about their experiences with customers
Tracks:
Move to Cloud | JD Edwards
45 min Insights Session
Energy Company Consolidates 14 Legacy Systems and sees significant Process Benefits
Presented by:
Debra Lilley, Inoapps USA
Abstract:
Equitrans Midstream (ETRN), one of the leading Midstream providers of Natural Gas transportation, and recently spun out as a new independent entity, needed to deliver a full suite implementation to deliver core business requirements and enable their transformation from 100+ year old entity to start up!
With a complex legacy systems landscape from the divestment, ETRN evaluated industry leaders such as SAP and Workday, and ultimately selected Oracle Cloud enhanced with Inoapps Energy Cloud Extensions to deliver a transformative project, delivered to tight deadlines.
The ability to adopt Modern Best Practices, whilst still retaining flexibility to deliver unique needs has been a real benefit to ETRN. A great example of this is using the core capabilities of Oracle Cloud EPM, Oracle Cloud Projects, and Primavera (deployed on Oracle Cloud Infrastructure!), to deliver an end-to-end AFE and Operational planning solution that covers strategic, financial, and operational requirements.
Tracks:
HCM Cloud | ERP Reporting & Analytics, Financials, HCM Reporting & Analytics, SCM/Procurement
45 min Customer Innovation Session
It’s all FLUID at Alameda County! and some Chatting!
Presented by:
Arkalgud Venkatesh, Alameda County
Abstract:
Fluid, Fluid and Fluid and some Chatting with Bots
Tracks:
PeopleSoft | Enterprise Resource Planning, Human Capital Management, PeopleTools
45 min Insights Session
JDE Spend Automation – Seamless Procure-to-Pay Apps: Requisitioning, PO Approval, Supplier Portal, Invoice Automation AND Vendor & Item On-Boarding
Presented by:
Doug Palaske, K-Rise Systems, Inc.
Ben Tyrell, K-Rise Systems, Inc.
Abstract:
Post ERP success go-live companies strive for continual process improvement to reduce Request to Order cycle times and errors. Achieve 100% PO acknowledgement, compliance mandates and improve visibility & profits. This E1 case-study demo will review:
• Self-Service Requisitioning: Demo, Non-Stock (J Line Type), Stock & E1 to Amazon Business cXML Punchout. PO Approve based on P43008 approval level revisions.
• Suppler/Buyer Portal: Eliminate unstructured communications with an intuitive Portal encompassing advanced notification (email, app, text) and advanced workflow. Demo, PO Change & Acknowledge, ASN, Price & Contact Management.
• AP Automation: Using acclaimed Amazon Textract OCR-as-a-Service we’ll demo receipt process with Invoice, PO and Voucher Match & Settle Amazon Textract) with Invoice, PO and Voucher Match & Settle.
• Item Master & Vendor On-Boarding: Intelligent forms & personalized workflow based on “Type,” Document (Media Object) Management with Master Record Create
Tracks:
JD Edwards | Financials, Tools and Technology
45 min Insights Session
Kuwait stock exchange operator engages and empowers their workforce with Oracle Cloud HCM/ERP
Presented by:
Gurmeet Bhatia, Datavail
Abstract:
This Kuwait based stock exchange operator that manages the securities exchange and clearing segments modernized their on premise Oracle systems and takes a lead through their hire to retire and financial processes with Oracle Cloud HCM and Oracle Cloud ERP. They not only eliminated manual processes, operational inefficiencies, not aligned business processes, clustered integrations, maintenance tasks, such as applying security and technical patches but also took charge of tracking asset leases, financial reporting through a scalable roll out making zero impacts on their ongoing business,. Discover the problems we faced during implementations, lessons we learnt that can help you to better manage your ongoing and upcoming Oracle Cloud HCM/Financial SaaS implementations. In this session, you will learn several business process harmonization approaches, integration mechanism, best practices for implementations, tricks and tips that one can use for successful transformation over Oracle Cloud HCM and Financials
Tracks:
HCM Cloud | HR & Employee Experience, Recruiting & Talent Management, Workforce Management
45 min Insights Session
Robotic Process Automation in Peoplesoft
Presented by:
sathish sundaramoorthy, Florida State University
Abstract:
A lot of times Human Resources staff have to deal with an enormous volume of tasks that vary from recruitment and selection to performance management and administrative responsibilities. To save time, lower costs and prevent errors, the implementation of Robotic Process Automation (RPA) is a great option.
How does it work? A powerful recorder builds automation by watching users work while a rich library of best-practice templates gets moving quickly and easily.
Use case 1: THE AUTOMATION OF SOCIAL MEDIA SCAVENGING
One of the important steps in the hiring process is the reference verification. One tool the verification team uses to validate the background is Social Media Scavenging. RPA will gather the information about the candidate and then scan for a matching profile in Social Media platforms, collect their information and make the summary available for the reference checking team.
Use case 2: Automation on invoice reading and approvals
Reading hand written PDFs or invoice approval forms(in PS Financials) is a time consuming process. With RPA’s AI capabilities, bots can read the PDF files which are submitted for approvals and automatically approve the transaction.
Use case 3: New user Account validation
Registration page can be customized to accept ID documents and RPA can help validate such external accounts using AI computer vision techniques thereby validating the profile. Such validated profile can be displayed to hiring managers/recruiters.
Use case 4: Automation of multiple processes triggered manually.
In Peoplesoft Financials, One use case is to automate Pay cycle process where user had to trigger three different process in two related components.
Use case 5: File transfers
RPAs are really efficient in file transfers without the need to develop integration between two systems.
Use case 6: creating test data/data entry
RPA can be used to create test data based on a template or copying data from 3rd party systems
Tracks:
PeopleSoft | Enterprise Resource Planning, Human Capital Management
15 min Ignite Session
15 Min Ignite Session: Robotic Process Automation in Peoplesoft
Presented by:
sathish sundaramoorthy, Florida State University
Abstract:
15 Min Ignite
A lot of times Human Resources staff have to deal with an enormous volume of tasks that vary from recruitment and selection to performance management and administrative responsibilities. To save time, lower costs and prevent errors, the implementation of Robotic Process Automation (RPA) is a great option.
How does it work? A powerful recorder builds automation by watching users work while a rich library of best-practice templates gets moving quickly and easily.
Use case 1: THE AUTOMATION OF SOCIAL MEDIA SCAVENGING
One of the important steps in the hiring process is the reference verification. One tool the verification team uses to validate the background is Social Media Scavenging. RPA will gather the information about the candidate and then scan for a matching profile in Social Media platforms, collect their information and make the summary available for the reference checking team.
Use case 2: Automation on invoice reading and approvals
Reading hand written PDFs or invoice approval forms(in PS Financials) is a time consuming process. With RPA’s AI capabilities, bots can read the PDF files which are submitted for approvals and automatically approve the transaction.
Use case 3: New user Account validation
Registration page can be customized to accept ID documents and RPA can help validate such external accounts using AI computer vision techniques thereby validating the profile. Such validated profile can be displayed to hiring managers/recruiters.
Use case 4: Automation of multiple processes triggered manually.
In Peoplesoft Financials, One use case is to automate Pay cycle process where user had to trigger three different process in two related components.
Use case 5: File transfers
RPAs are really efficient in file transfers without the need to develop integration between two systems.
Use case 6: creating test data/data entry
RPA can be used to create test data based on a template or copying data from 3rd party systems
Tracks:
PeopleSoft | PeopleTools