How to Prepare a JD Edwards Upgrade to Limit Workflow Bottlenecks

An Oracle JD Edwards Upgrade offers many process improvements and benefits to the bottom line of your business. A major part of ensuring that the upgrade process goes smoothly—is proper planning and preparation.

These five best practices will help you to avoid common bottlenecks that can occur with a JD Edwards upgrade, so you can transition with minimal disruption to your business and get the most out of a new release.

How to Prepare a JD Edwards Upgrade to Limit Workflow Bottlenecks1. Analyze Your Upgrade Path Options

Many factors affect the Oracle JD Edwards upgrade process, from system requirements and existing infrastructure to the number of installed modules and the number and complexity of customizations. Each item will have its own set of unique issues and concerns, all of which your upgrade plan should address.

Factors that will directly influence the complexity of your upgrade:

  • Modules implemented
  • The number and complexity of the interfaces in your current system
  • Existing customizations to your JD EDWARDS installation
  • Existing business process scripts
  • Other integrated platforms and programs

Once you have determined the best upgrade path, you can analyze your plan to determine the expected monetary investment and estimate deployment times. Creating an in-depth plan will help to reduce unexpected issues during the upgrade process and help to keep your upgrade on time and on budget.

2. Use Available Support and Information throughout the Upgrade Process

From Syntax’s upgrade implementation methodology and toolset to Oracle support and knowledge databases, there is a vast amount of support and information available to help you optimize the JD EDWARDS upgrade process. Reviewing available product and upgrade information will highlight any changes in the newer release of JD EDWARDS. This information can also be used to develop training plans and prioritize important modules before the upgrade period begins. This will help to reduce downtime and boost acceptance of the new system.

3. Assign Sufficient Resources to the Upgrade Effort

One of the biggest mistakes that many businesses make is underestimating the time and cost of aJD EDWARDS upgrade. By prioritizing the upgrade and creating a skilled deployment team, you can make the most of your upgrade. Creating a dedicated upgrade team will help to reduce delays, provide greater accountability and allow your business to monitor the process from start to finish with ease.

4. Allow Time for Testing and Optimization

Some customers have made customizations to the base solution. If neglected, these customizations can lead to unexpected complications during the upgrade. By testing the new system throughout the deployment process, you can isolate and resolve problems quickly and efficiently.

Once the system is stable, optimization can help to improve the benefits obtained from your new upgrade. From hardware, Operating System, Database to system application, ensuring that each aspect of your JD EDWARDS system is running at optimal performance will improve efficiency, productivity and ROI.

5. Conduct Training as Early as Possible

From altered workflows to the addition of new modules, a JD EDWARDS upgrade is likely to make changes in the way that users interact with the system. By conducting in-depth training early within the deployment of your new system, you can increase adoption rates and reduce user errors. This will help improve productivity and maximize the performance of your existing hardware.
Avoiding common bottlenecks is an easy way to add to the value of any JD EDWARDS upgrade. When properly planned, a JD EDWARDS upgrade offers improved performance, features and productivity.

Watch our video to learn more about planning a JD Edwards upgrade.

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