Tag: Automation

This session was presented at BLUEPRINT 4D 2026.

Discover how leading organizations (customer names forthcoming) are transforming PeopleSoft HCM and Time & Labor with purpose-built, integrated extensions that streamline and automate time, attendance, and scheduling workflows. Learn how these enhancements drive payroll accuracy, optimize staffing, strengthen compliance, and improve the employee experience. This session will spotlight real-world use cases and customer success stories demonstrating the impact of Oracle-certified time clocks that extend and elevate PeopleSoft Time & Labor capabilities. We’ll also explore specialized solutions designed to address the complex needs of K–12 substitute management and public safety scheduling. Best of all, these solutions work seamlessly whether you’re on-premises or in the cloud, and they’re built to move with you on your path to Oracle Fusion.


This session is eligible for the following CPE Credit: NASBA, SHRM

Speaker: Mike Bateman, TCP Software

This session was presented at BLUEPRINT 4D 2026.

Cash forecasting is traditionally one of the most manual and error-prone processes in Finance, relying heavily on spreadsheets, subjective judgment, and inconsistent assumptions across departments. With Oracle EPM Cloud’s new Predictive Cash Forecasting capability, organizations can now elevate cash planning from reactive guesswork to an automated, data-driven process powered by embedded machine learning. This session provides a comprehensive walkthrough of how Predictive Cash Forecasting identifies trends, analyzes historical inflows and outflows, detects seasonality, applies statistical models, and produces highly accurate cash projections with confidence intervals and risk indicators. We’ll explore how the tool integrates seamlessly with Fusion Cloud ERP, how to configure prediction drivers and forecast intervals, and how finance teams can compare scenarios, tune models, and manage governance around AI-assisted forecasting. Attendees will learn practical use cases for Treasury, FP&A, and Finance leadership—including optimizing liquidity, improving working capital decisions, and strengthening short-term and long-term cash planning. This session is ideal for EPM administrators, financial analysts, and decision-makers looking to bring modern predictive intelligence into their organization’s planning processes.


This session is eligible for the following CPE Credit: NASBA

Speaker: Abhi Raina, Denovo

This session was presented at BLUEPRINT 4D 2026.

JD Edwards (JDE) environments are evolving rapidly, and organizations are looking for smarter, more intuitive ways to optimize operations. This session introduces how Agentic AI, combined with autonomous process automation, is reshaping JDE workflows by enabling intelligent, collaborative systems that work alongside users to enhance efficiency and decision-making. Leveraging generative AI, natural language interactions, and task-oriented agents, JDE processes can be transformed from static, traditional ERP activities into dynamic, AI-driven operational flows. The session showcases how advanced AI agents can interpret functional and technical queries, automate repetitive tasks, coordinate multi-step processes across JDE modules, and integrate seamlessly with surrounding enterprise applications. With the support of Oracle AI services—including sentiment analysis, data classification, and language intelligence—these agents introduce contextual understanding and autonomous execution capabilities that elevate ERP performance. Real-world scenarios illustrate how organizations are deploying agentic systems to boost user productivity, streamline operations, strengthen governance, and achieve greater business agility in a modern, digital-first landscape.


This session is eligible for the following CPE Credit: NASBA

Speaker: Kn Kasibhatla, Kenai Technologies

This session was presented at BLUEPRINT 4D 2026.

Join us for a deep dive into a real JDE UX Transformation project built entirely with the native JD Edwards toolset. Built entirely with no custom code, no third-party add-ons. We’ll walk through how we redesigned a customer’s user experience using UX One pages, Watchlists, Notifications, and Personal Forms to streamline workflows, surface critical insights, and dramatically improve user productivity. You’ll see how these tools can be combined to create an intuitive, modern interface that empowers end users and reduces dependency on IT. This session focuses on practical techniques, configuration patterns, and lessons learned you can apply immediately in your own environment. If you’ve been looking for meaningful, achievable ways to enhance usability and deliver rapid value to your business, this real-life transformation story will show you what’s possible using the tools you already have.


This session is eligible for the following CPE Credit: NASBA

Speaker: Sam Champagne, KS2 Technologies Inc.

This session was presented at BLUEPRINT 4D 2026.

Oracle’s introduction of Orchestrations has transformed how organizations streamline processes by reducing manual tasks and eliminating non-value-added activities. The challenge, however, lies in identifying which orchestrations deliver the greatest impact. This session explores how the Business Analyst team at MacLean-Fogg partnered across multiple plant locations to optimize distribution workflows using JD Edwards Orchestrator. Through a series of standard work training sessions, the team gathered direct user feedback and developed targeted orchestrations that minimize manual effort and enhance data accuracy. Key solutions include automating route and delivery updates by shipment number, enabling users to generate carton/container codes without IT intervention, and processing inbound EDI for specific document. These orchestrations empower end users, improve operational efficiency, and demonstrate a scalable approach to digital transformation.


This session is eligible for the following CPE Credit: NASBA

Speaker: Amanda Hunsinger, MacLean-Fogg Company

This session was presented at BLUEPRINT 4D 2026.

The presentation “PHIRE Users Discussion: Best Practices and Ideas” is an excellent fit for the PeopleSoft Blueprint 4D conference because it directly addresses the needs of organizations that rely on PHIRE for change management, version control, and workflow automation within their PeopleSoft environments. The session will cover essential topics such as effective mod tracking, automated code promotion, Custom PS-Query Migration, and choosing change windows. By focusing on both practical applications and forward-looking ideas, the discussion will provide attendees with actionable insights that can be immediately applied to improve efficiency and reduce risk in their PeopleSoft operations. This presentation will benefit PeopleSoft administrators, developers, functional analysts. We hope for an open discussion to learn how organizations are innovating with the tool and encourage collaboration with each other.

Speaker: Frank Dolezal, University of Nebraska Lincoln

This session was presented at BLUEPRINT 4D 2026.

Hear from a homebuilder on how they implemented an SSO solution for their JD Edwards System, leveraging natively available features that allowed them to integrate with their existing IDP, like Microsoft Entra ID, and deliver a seamless SSO experience for their end users.


This session is eligible for the following CPE Credit: NASBA

Speaker: Sachin Choudhari, Tonio Thomas, Circular Edge

This session was presented at BLUEPRINT 4D 2026.

This presentation will delve into the comprehensive automation of the Accounts Payable (AP) process leveraging JDE Orchestration capabilities. Attendees will gain insights into how the entire workflow—from voucher approval through to payment posting in the General Ledger (G/L)—can be seamlessly automated, significantly reducing manual intervention and errors. A key highlight will be the integration of APIs to transmit payment information directly to banking systems, ensuring real-time, secure, and efficient payment processing. Designed for ERP specialists, finance automation professionals, and IT architects, this session will provide practical guidance on configuring JDE Orchestrations to orchestrate complex AP workflows. Attendees will learn best practices for designing robust automation pipelines, managing exception handling, and ensuring compliance with financial controls. Additionally, the presentation will cover the technical nuances of API integration, offering a blueprint for secure and scalable payment automation. By the end of this session, participants will be equipped to implement or enhance automated AP processes within their organizations, driving operational efficiency and financial accuracy.

Speaker: Andy Cox, KIND LLC

This session was presented at BLUEPRINT 4D 2026.

Artificial Intelligence is transforming how we interact with data, but enterprise databases have remained largely disconnected from this revolution—until now. The Model Context Protocol (MCP) represents a paradigm shift, enabling AI assistants to directly query, analyze, and interpret databases through natural language while maintaining enterprise-grade security. Oracle has embraced this by embedding an MCP Server directly into SQLcl, transforming the command line into a highly-auditable, AI-ready endpoint for your database. This session provides a practical, real-world guide on using the SQLcl MCP Server to let developers and DBAs execute complex tasks—from generating natural language reports to deep performance tuning with AWR—using simple chat prompts.

This session is eligible for the following CPE Credit: NASBA

Speaker: Biju Thomas, Data Intensity

This session was presented at BLUEPRINT 4D 2026.

As organizations expand and data volumes surge, maintaining ERP performance becomes a pressing challenge. For IKO Industries, a global leader in roofing and building materials, years of JDE 9.2 rollouts and continuous data expansion in terabytes had led to production slowdowns, degrading query performance, and operational inefficiencies. The solution? A bold archival strategy powered by Essentio Archivist and Birlasoft’s JDE architectural expertise. In this session, discover how IKO successfully migrated nearly a billion records to archival storage, transforming their JDE environment into a lean, agile, and high-performing system. Gain insights into: • Why data archival is critical for long-term ERP sustainability • What tools, strategies, and governance models were used to ensure success • How Essentio Archivist enabled state of the art archival processes • How performance gains are translated into real business value, such as faster decision-making, improved user experience, and reduced infrastructure costs. This session includes a virtual presenter.

This session is eligible for the following CPE Credit: NASBA

Speaker: Siva Sodadasu, Christian Audet, HSS Enterprises
Ed Howell, Essentio