BLUEPRINT 4D 2025
Event Hub
BLUEPRINT 4D brought together more than 1,400 Oracle customers, product experts, and partners for five impactful days of education, insight, and peer exchange. This year’s program delivered our most expansive agenda yet — designed to help customers plan ahead and get the most value out of their JD Edwards, PeopleSoft, and Oracle Cloud Applications solutions.
BLUEPRINT 4D 2025 took place from June 9 – 13, 2024 at the Venetian in Las Vegas, NV
BLUEPRINT 4D 2025 Session Slide Decks
Oracle Cloud
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P-049932
Introduction to Oracle Visual Builder
Presented by:
Blaine Carter, Oracle
Abstract:
Tracks:
Cross Cloud Applications
P-049980
Oracle Generative AI & Vector Database with Retrieval Augmented Generation (RAG)
Presented by:
Rich Niemiec, Viscosity North America
Abstract:
How to leverage AI and Machine Learning (ML) by understanding what you can do with them. Every app & product will leverage AI/ML! We’ll look at algorithms & what they can do for you using the Oracle Vector Database & Vector Search. We’ll look at LLMs (Large Language Models) that can be used with Oracle (like Cohere, Llama, & ChatGPT) to build a Foundation Model that drives your company to success. We’ll look at algorithms in Oracle products used to leverage AI/ML. We will explore how to leverage and integrate AI into your companies tech plan for an advantage or just security. You’ll see how to innovate & better understand Oracle’s leading edge products leveraging the best database for AI. Not for the experts. This session is eligible the following CPE credits: NASBA, IIB
Tracks:
PeopleSoft Other, Business Analysis, Cloud Infrastructure & Technology,
P-049990
ERP Cloud Community Round Table
Presented by:
James McBride, Voya Financial
Abstract:
Quest’s ERP Cloud Community is hosting a networking session at BLUEPRINT 4D for attendees to discuss any and all topics related to ERP Cloud. All attendees are encouraged to participate no matter where they are in their Cloud journey. Discussions will cover those considering migrating as well as best practices and tips for those already running ERP Cloud including streamlining business processes: lowering costs and improving controls. This is a unique opportunity to ask questions: share your story and learn from others. Build relationships that you can take with you after the conference and continue the conversation through Quest’s ERP Cloud SIG: which meets virtually throughout the year.
Tracks:
Cross Cloud Applications, Finance & SCM
P-050011
How Choctaw Nation Conquered Redwood-Learning
Presented by:
Brittany Foster, Choctaw Nation of Oklahoma
Abstract:
Halito! (hello in Choctaw) I’m pleased to present on our implementation of Redwood within the Oracle Learning module for employees, managers, and LMS administrators at the Choctaw Nation of Oklahoma. This presentation will cover our strategic approach to the rollout, including the timeline and sequence of events, as well as the challenges we faced and the solutions we developed. The challenges we encountered included security issues, difficulties with the admin classroom page and dropdown lists, visibility problems for managers regarding direct reports, the absence of the learning tile post-enablement, and change management obstacles. We successfully addressed these challenges through Oracle Guided Learning, the execution of ESS jobs, adjustments to security roles and privileges, modifications to profile options, and effective communication strategies. As an Oracle HCM analyst, responsible for the full implementation of Redwood for Learning, I possess comprehensive insights into the entire process and would love to share my experience. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Resources
P-050017
Shared Ownership: A Key to a Healthy ERP System
Presented by:
Jennifer Fernandez, Choctaw Nation of Oklahoma
Abstract:
A case study on how a finance team was built to establish shared ownership of Oracle business functions with their IT partners. This structure allowed the finance team to own key decisions within the ERP system and enabled their IT partners to focus on configuration and product support initiatives. Choctaw Nation of Oklahoma has been on Oracle Fusion since 2020 and through lessons learned, the Finance and IT teams have found a shared ownership that works. Learn how the teams were structured and what best practices have been identified. This session is eligible the following CPE credits: NASBA
Tracks:
Cross Cloud Applications, Finance & SCM
P-050041
The Path to Multicloud for Oracle DBAs
Presented by:
Anuj Mohan, Big River Steel
Abstract:
This session explores how Oracle DBAs can transition to a multicloud environment by extending core DBA tasks—such as server setup, database creation and configuration, user management, access control, backups, and performance tuning—to cloud platforms. We’ll cover the essential skills DBAs need to succeed in cloud environments, focusing on how these tasks adapt and expand in multicloud settings. With this foundation, we’ll delve into Oracle-Azure Multicloud, as well as AWS and Google Cloud offerings, examining how these platforms support seamless database operations across providers. Practical use cases for Oracle-Azure multicloud integration will be discussed, highlighting the flexibility and performance advantages of a multicloud strategy. To conclude, attendees will gain a roadmap for building multicloud expertise, learning how to leverage Oracle, Azure, AWS, and Google Cloud for scalable, cross-platform database management. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology
P-050152
Your New Superpower: AI-Driven Financial Management
Presented by:
John Wandrisco, Avalara
Abstract:
Artificial intelligence (AI) is transforming financial management, with 90% of CFOs planning to use it by this year*. This session will show you how top organizations are using AI to gain a competitive edge. Hear directly from cloud-based finance software providers on how they’re leveraging AI to help achieve seamless international compliance and guide better decision making. Don’t miss your chance to learn: – How AI is reshaping finance and tax operations right now – Practical examples of AI-driven efficiency from real-world finance and accounting teams – How tax automation experts are integrating AI to boost accuracy and streamline workflows – How solutions like chatbots, Exemption Certificate Management tools, and more use AI for airtight compliance – The power of AI in speeding up critical financial decisions Join these finance and tax experts for this game-changing session, and walk away with actionable insights to optimize your financial strategy.
Tracks:
Financial Management, Finance & SCM
P-050160
Guardian Life’s Transformation Journey with a focus on EPM
Presented by:
Marcel Esqueu, Guardian Life Insurance Co of America
Abstract:
I plan to review the Guardian Finance transformation journey moving from a decentralized network of applications to our current integrated platform in the cloud with a focus on our EPM journey and what we’ve implemented (i.e. Planning, Allocations, Master Data , Consolidations…). This discussion will also include our program’s case for change and the guiding principles aligned to best practices from where every key decision was measured against. I will also include our implementation timeline and critical success factors like the need to make quick decisions, performing appropriate due diligence for qualified partners and the importance of training and change management. My session will conclude with lessons learned and next steps in our transformation. This session is eligible the following CPE credits: NASBA
Tracks:
Cross Cloud Applications, Finance & SCM
P-050167
Ensuring Sustainability and Growth in Oracle Fusion Cloud: Why Project Managers are an Integral Part of your Oracle Support Team
Presented by:
Chelsea Ward, Choctaw Nation of Oklahoma
Abstract:
As the Choctaw Nation of Oklahoma advances its Oracle Fusion Cloud solutions, a structured project management approach is critical to maintaining stability, addressing immediate needs, and planning for future growth. This presentation will explore how a defined project lifecycle and a systematic project sizing process enable efficient handling of both day-to-day production support and new functionality development. The team categorizes projects and assesses each initiative to determine if it’s an urgent task or one that requires a formal project charter. With the help of a centralized project management tool, workflows are streamlined and aligned, ensuring that each project progresses through clearly outlined stages. Weekly change control meetings are also integral, as they enable the team to review and authorize updates, balancing stability with adaptability. Attendees will learn how this process-driven approach maximizes the Oracle Fusion Cloud’s potential, ensuring that the Nation’s software ecosystem remains resilient and scalable to meet evolving needs.
Tracks:
Cross Cloud Applications, Business Analysis, Professional Development
P-050206
From Airport to Expense Report: Simplifying Business Travel with Oracle Fusion’s Expense Mobile App & Digital Assistant
Presented by:
Chau Mai-Paradee, Elire Inc.
Abstract:
In this workshop, we will walk you through creating and managing expense items for a business trip, from capturing receipts and tracking expenses during travel, to uploading and submitting a comprehensive expense report from Oracle Expense mobile app and Digital Assistants. Using real-time data on the go, the app ensures accuracy and compliance while simplifying the approval process. Whether you’re a business traveler or an admin, this session will show you how Oracle Fusion streamlines the entire expense management cycle, saving time, reducing errors, and improving the overall efficiency of your organization’s travel operations. This session is eligible the following CPE credits: NASBA
Tracks:
Cross Cloud Applications, Finance & SCM
P-050208
The Future of Supplier Registration: Reducing Workload and Enhancing Quality with Redwood’s Next Generation User Experience for Self-Service & Internal Supplier Registration
Presented by:
Chau Mai-Paradee, Elire Inc.
Abstract:
In this session, we’ll provide an in-depth walkthrough of the supplier registration process, demonstrating how Redwood simplifies the workflow, reduces administrative workload, and ensures higher data quality. You’ll see how suppliers can easily register through a streamlined, user-friendly interface, while internal users benefit from simplified UI. By leveraging Redwood’s advanced design and automation, businesses can enhance accuracy, reduce manual errors, and accelerate the registration process, ultimately improving supplier data management and boosting operational efficiency. This session is ideal for admins, super users, and business users looking to enhance supplier onboarding and data integrity within their organization. This session is eligible the following CPE credits: NASBA
Tracks:
Cross Cloud Applications, Finance & SCM
P-050210
Transforming DEI with Oracle Cloud HCM: Leveraging Data and Technology for Inclusive Progress
Presented by:
Aaron Bulthuis, Elire Inc.
Abstract:
Creating a diverse, equitable, and inclusive workplace is more critical than ever, and technology can play a key role in driving these goals forward. In this session, we’ll explore how to harness powerful tools and strategies to support DEI initiatives at every level of your organization. We’ll cover: •DEI Analytics & Reporting Tools: Discover methods for tracking essential DEI metrics to inform strategic decisions and enhance organizational outcomes. •Bias Reduction in Talent Acquisition & Performance Management: Learn how AI-driven tools can help reduce unconscious bias within recruitment and performance evaluations, fostering a fairer, more inclusive workplace. •Leveraging Journeys: Understand how to deliver customized employee experiences from onboarding through career growth, building a sense of belonging that supports retention and engagement across the company. Join us to see how a blend of data-driven insights and personalized employee journeys can transform your DEI strategy and positively impact your organization. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Resources
P-050225
Building Connections, Lookups, and Integrations in Oracle Integration Cloud (OIC)
Presented by:
Aaron Bulthuis, Elire Inc.
Abstract:
With Gen3 creating connections between your Oracle applications and 3rd party systems has never been more intuitive. In this session we will look at the general OIC architecture, creating connections between the systems and transferring/augmenting data in the pipeline. We will also demo the creation of a full integration between Oracle HCM and an FTP server for an HDL data load into HCM. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology
P-050244
HR Tech | Performance Dashboard – Help Desk Focused Dashboard (OTBI)
Presented by:
Edwin Oquendo, Atlantic Health System
Abstract:
Are you and your team using Oracle HR Help Desk to log and support Service Requests? Or are you considering implementing the HR Help Desk to help support you and your organization? Would you like to see how the HR Help Desk module can be audited via OTBI/Reporting and Analytics? If so, please join this session and learn how two Healthcare Community and Change management leads (Gloria and Ed) collaborated to leverage OTBI to help develop an HR Tech | Performance Dashboard. In this session, we will share our use case, give some background on the design/build of this deliverable, and demo a dashboard that is heavily used across all pillars of HCM today! This session is eligible the following CPE credits: NASBA, SHRM, IIB
Tracks:
Cross Cloud Applications, Human Resources, Business Analysis
P-050252
10 Tips for a Successful Grow Implementation
Presented by:
Tabitha Robinson, Choctaw Nation of Oklahoma
Abstract:
Spoiler Alert! You are about to learn ten tips for a successful Grow implementation from the Choctaw Nation of Oklahoma. These tips are derived from things we did exceptionally well in our implementation and things we would only share with our closest friends (and you’re invited)! Tips will span project planning, business design and decision-making, change management, user adoption, solution evaluation, and more. P.S. The password is “Engaged!” This session is eligible the following CPE credits: NASBA, SHRM, IIB
Tracks:
Human Resources, Business Analysis, Professional Development
P-050320
Quarterly Updates Simplified: Overcoming Challenges with Ease
Presented by:
Aaron Orr, Choctaw Nation of Oklahoma
Abstract:
The Choctaw Nation of Oklahoma has been live with Oracle Cloud since 2020. Over the years, we have gained valuable insights and experience navigating Oracle’s quarterly update cycle. We recognize that this can be a daunting aspect of implementing Oracle Cloud. In this session, we’ll share our challenges, best practices, and lessons learned to help others navigate this journey with greater confidence. This session is eligible the following CPE credits: NASBA
Tracks:
Finance & SCM
P-050333
Demanding Success: AI-Driven Demand Planning with OCI
Presented by:
Steve Voytovich, brij
Abstract:
We demand success, and we demand it now. Traditional methods like manual or spreadsheet-based forecasting are no longer adequate in today’s fast-paced business environment. In a world where agility and accuracy are essential, AI is no longer a competitive advantage—it’s a necessity for businesses to stay operational. Accurate forecasting is critical for optimizing supply chains, reducing excess inventory, and maximizing profitability. Companies leveraging AI-driven demand forecasting see up to a 50% improvement in accuracy, leading to better inventory management and cost reductions. Oracle Cloud Infrastructure (OCI) AI offers advanced tools to elevate demand forecasting capabilities, turning complex data into actionable insights. This session will explore how product-centric businesses can integrate OCI AI into their demand planning processes to improve accuracy, efficiency, and decision-making. Attendees will gain a deep understanding of how to tap into the power of AI to forecast future demand with higher precision and agility. This session is eligible the following CPE credits: NASBA
Tracks:
Cross Cloud Applications, Manufacturing & Distribution
P-050417
Cloud Bound: Tackling Integration and Testing Challenges in Migrating a Large SIS to OCI
Presented by:
Varsha Das, University of Central Florida
Abstract:
Migrating a critical system like a Student Information System (SIS) from on-premise infrastructure to Oracle Cloud Infrastructure (OCI) presents complex challenges, particularly in coordinating and testing the integration of multiple cloud-based services. This presentation will showcase the journey of a large university as it successfully migrated its SIS to OCI, emphasizing the rigorous coordination, testing, and troubleshooting efforts that were essential to ensure a smooth transition. The session will delve into the intricacies of testing integrations with third-party cloud vendors, which are critical for ensuring data continuity and system functionality. In addition, the presentation will highlight how to maintain high standards of testing and performance, and reliability throughout the migration process. From planning and communication strategies to the execution of detailed testing protocols, this presentation will provide attendees with practical insights into overcoming the key challenges of a large-scale cloud migration. Attendees will leave with a deep understanding of how to approach the coordination and technical testing required for large-scale cloud migrations, ensuring minimal disruption to services and optimized system performance when transitioning to OCI. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, PeopleTools, PeopleSoft Other
P-050445
Embracing Fusion Principles Early: PeopleSoft to Cloud
Presented by:
Charles Stegeman, Aspire Consulting
Abstract:
Adopting Oracle Fusion HCM cloud-first thinking, user-centric focus, and data-driven insights while still on PeopleSoft prepares organizations for a smoother migration. Enhancing scalability, improving user experience, and refining data quality now ensures a faster, more effective transition to Oracle Fusion HCM. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Resources, PeopleSoft Other
P-050447
15 Years of JDE Integration with Choctaw Nation: From On-Prem to Oracle Cloud
Presented by:
Jeremey Garcia, Choctaw Nation of Oklahoma
Abstract:
Migrating to Oracle Cloud can revolutionize operations but requires a thoughtful approach to integrating legacy systems and workflows. In this session, learn how Magic Software partnered with Choctaw Nation to migrate their IT infrastructure to Oracle Cloud, transforming their processes while preserving critical business logic. Over a decade-long journey, we helped Choctaw shift from on-premise servers to a scalable, cloud-native Oracle ecosystem, achieving seamless integration, greater agility, and long-term efficiency. Discover Choctaw’s real-world success story as we showcase key strategies and best practices: •Oracle Cloud Integration: Transitioning from JD Edwards to Oracle HCM while retaining essential workflows and enabling smooth cross-system functionality. •Optimized Cloud Workflows: Migrating and rearchitecting 50+ projects into consolidated microservices within the Oracle Cloud framework. •Cloud-Native Benefits: Leveraging Oracle Cloud’s 24/7 SLA, scalability, and flexibility to reduce reliance on on-premise systems. •Future-Ready Infrastructure: Fully embracing Oracle Cloud’s capabilities to enable innovation and align with organizational growth. Join us to explore how Magic Software’s tools and expertise made this journey to Oracle Cloud successful, delivering a modern, efficient IT foundation for Choctaw Nation. Who Should Attend: IT leaders, integration specialists, and decision-makers considering or actively implementing Oracle Cloud for enterprise modernization. This session is eligible the following CPE credits: NASBA, IIB
Tracks:
Cloud Infrastructure & Technology, Tools & Tech: Digital Platform, Business Analysis
P-050457
JD Edwards Cloud: Key Innovations and Practical Roadmaps for Cloud Migration
Presented by:
John Cecil, Quistor
Abstract:
This presentation explores current Cloud ERP trends, focusing on multi-cloud and hybrid strategies. It discusses leveraging Oracle Cloud Infrastructure (OCI) with other providers for flexibility, cost optimization, and resilience. The adoption of cloud-native applications and microservices architecture with JD Edwards for modular, scalable environments is highlighted. Key benefits of migrating JD Edwards to OCI include scalability, pay-as-you-go models, and cost-control options. Oracle’s security measures, data encryption, and compliance certifications (e.g., HIPAA) are also covered. A phased migration strategy ensures a smooth transition to OCI, starting with non-critical functions. Integration with Oracle tools and third-party applications is detailed, emphasizing data control and process customization. Quistor’s expertise in JD Edwards migrations to OCI is showcased with real-life examples. Real-life cloud success stories demonstrate operational efficiency, cost savings, and agility achieved by other companies. Examples include reduced on-premise maintenance costs and improved system uptime. Finally, the future outlook for JD Edwards in the cloud is discussed, including next-gen OCI infrastructure, Autonomous Database features, enhanced disaster recovery, and high-availability options. This comprehensive overview equips you with the knowledge to optimize your JD Edwards environment for the future. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, Tools & Tech: Digital Platform, JD Edwards Other
P-050506
Harness the Power of AI for Smarter Cloud Management
Presented by:
Tonio Thomas, Circular Edge
Abstract:
Step into the future of cloud management, where artificial intelligence revolutionizes how organizations monitor, secure, and optimize their cloud ecosystems. This session explores the transformative impact of AI on managing complex, multi-cloud environments with unparalleled precision and efficiency. Performance Monitoring and Optimization: AI algorithms can continuously monitor the performance of cloud services, detect anomalies, and optimize resource usage to maintain high performance levels. Security Enhancements: AI can analyze vast amounts of data to identify potential security threats and vulnerabilities, providing real-time alerts and automated responses to mitigate risks. Cost Management: AI can help in predicting future costs and optimizing current spending by analyzing usage patterns and suggesting cost-saving measures. Data Management: AI can automate data tagging, cataloging, and quality checks, making it easier to manage large datasets and ensuring data integrity. Incident Management: AI can use natural language processing (NLP) to diagnose and resolve incidents quickly, reducing downtime and improving service reliability. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology
P-050518
To Gen AI or Not to Gen AI: That is NOT the Question
Presented by:
Andrew Bediz, Gideon Taylor
Abstract:
Not all AI is the same. Not all methods of using AI are the same. They are certainly not equally priced or secure. Hundreds of models exist, every software package now includes AI, but do you understand the differences? Which one should you use? What if the secret was not which model or AI, but rather HOW you use them? We will bring over 8 years of experience deploying AI in the enterprise to let you in on some of our secrets. How do you balance data security with functionality? How do you take a user centric approach vs a software vendor approach? This session will start by informing you of the different choices and the pros/cons including GenAI and LLMs. How do you manage the risks and shortcomings in your project? We will conclude with a demo of the possible against the backdropof an Oracle customer. With AI you can choose any two of the following: Cheap, Fast, Good (and Secure). By the end of this session, the choice should be clear. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, JD Edwards Other, PeopleSoft Other
P-050564
High Availability and Disaster Recovery options in Oracle Cloud to meet RPO and RTO requirements
Presented by:
Biju Thomas, Data Intensity
Abstract:
The Oracle Gen 2 cloud is superior, more powerful, and more secure than the Gen 1 cloud. It has been available since 2019 and has seen numerous service and feature additions. One area where significant progress has been made is business continuity. Explore the High Availability and Disaster Recovery solutions available in Oracle Cloud to ensure your business meets its RPO (recovery point objective) and RTO (recovery time objective) requirements. Let’s discuss the benefits of Full Stack Disaster Recovery service on OCI. This updated session includes newer recovery features and enhancements on OCI. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, Tools & Tech: Digital Platform, PeopleSoft Other
P-050566
Multicloud – Oracle’s vision and strategy – Panel Discussion
Presented by:
Biju Thomas, Data Intensity
Abstract:
The upcoming panel will provide an in-depth discussion on the multicloud offerings from Oracle, specifically focusing on Database@Azure, Database@GCP, and Database@AWS. Each segment of the discussion will explore the unique purposes and diverse use cases for these services, demonstrating why organizations should consider adopting Oracle’s Database solutions in their preferred cloud environments. We will delve into the advantages each database service offers, including scalability, flexibility, and integration capabilities, allowing businesses to optimize their operations in the cloud. Additionally, the panel will cover the implementation processes for each service, highlighting best practices and potential challenges that users may face. Furthermore, we will examine the various support and management services offered within each cloud platform, including monitoring, maintenance, and security features that ensure data integrity and compliance. This comprehensive discussion aims to equip attendees with the knowledge necessary to make informed decisions about utilizing Oracle’s multicloud database offerings to enhance their cloud strategies. This session is eligible the following CPE credits: NASBA
Tracks:
Cross Cloud Applications, Cloud Infrastructure & Technology, JD Edwards Other
P-050586
Transforming Employee Engagement with Total Compensation Statements
Presented by:
Anastashia Alfred-Waller, Baylor University
Abstract:
In this session, we’ll explore the power of Total Compensation Statements (TCS) in Oracle Cloud HCM and their critical role in enhancing transparency and employee satisfaction. We will dive into the seamless integration of Total Compensation Statements with the Benefits, Payroll, and Core HR modules to deliver a unified view of employee rewards. This presentation will highlight Oracle Redwood’s innovative interface and its impact on user experience, bringing modern, intuitive, and visually compelling design to TCS delivery. Whether you are new to implementing TCS or looking to enhance existing processes, this session will provide actionable insights and best practices for maximizing the value of this feature within your organization. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Resources
P-050595
Implementing External Supplier Registration Redwood
Presented by:
Parker DiNardo, Baylor University
Abstract:
The purpose of this presentation is to educate our audience on best practices for rolling out the new redwood page and the framework we created for using Visual Builder Studio. This also includes simplifying the registration process. This session is eligible the following CPE credits: NASBA
Tracks:
Finance & SCM
P-050606
Demystifying Fusion Role Optimization: Oracle SaaS Experts Share Best Practices for Smarter User Management
Presented by:
David Johannessen, Oracle
Abstract:
**Attend our session for a chance to win 1 of 2 “Oracle Reb Bull Racing RB20 Racing Cars” by Lego (1,639 piece & 251 piece). Must be present to win** Join David Johannessen, Director of Oracle Global License Advisory Services (GLAS), for an in-depth session on Oracle Fusion Role-Based Access rules and best practices. This presentation will focus on building awareness and understanding of key consumption tools and reports available to administrators. Explore how to make the most of auto-generated SaaS Usage Reports and the User Details Drill Through report, and learn how efficient user access management—especially through role customization—can help minimize subscription waste. We will also highlight common challenges faced by Fusion Administrators and demonstrate how the complementary GLAS Usage Diagnostic services can provide valuable insights to address them effectively. Session Objectives: Gain Awareness of Key Tools: Fusion ERP & HCM customers will learn about the tools and resources available to support effective user access management, including the SaaS Usage Report, User Details Drill Through, Diagnostic Report, and complimentary Subscription Usage Management (SUM) services. Learn Best Practices for Access Management: Fusion Cloud Administrators will explore actionable best practices for managing user access, such as using the Security Console effectively and performing user cleanup to reduce unnecessary access and optimize subscription usage. Stay Informed on Evolving Processes: Participants will hear directly from Oracle experts about recent and upcoming changes to user management in Fusion applications, helping them stay current and compliant. As an added bonus:! Attend our session for a chance to win 1 of 2 “Oracle Reb Bull Racing RB20 Racing Cars” by Lego (1,639 piece & 251 piece). Must be present to win. This session is eligible the following CPE credits: NASBA
Tracks:
Cross Cloud Applications
P-050717
The Future of Decision-Making: Data Intelligence for Cloud Applications
Presented by:
Gunvansh Khanna, Oracle
Abstract:
In today’s fast-paced business landscape, data-driven decision-making is key to staying ahead. Join this session to understand how Fusion Data Intelligence is enabling organizations to unlock the full potential of their Oracle Fusion Applications data and tackle their core strategic challenges. Fusion Data Intelligence delivers accelerated insights on key strategic use cases, whether directed at Finance professionals looking to improve the use of working capital, HR Leaders endeavouring to retain top talent, or Procurement operatives aiming to optimize spend and mitigate supply chain risk. Hear about the use cases covered, ready-to-use analytics on offer, and the powerful prebuilt AI and machine learning (ML) models contained within this ever-evolving product, in this product overview and roadmap session. Elevator Pitch: Learn how Fusion Data intelligence brings together business data, ready-to-use analytics, and prebuilt AI and machine learning (ML) models to deliver deeper insights and accelerate the decision-making process into actionable results. Highlights: •Understand Oracle’s Analytics offering for Oracle Cloud Applications customers •Learn about the key strategic challenges Fusion Data Intelligence provides insights against •Uncover how prebuilt AI and machine learning (ML) is embedded to enhance decision-making for business stakeholders This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Cross Cloud Applications, Human Resources, Finance & SCM
P-050718
AI in HCM Analytics: Unlocking Workforce Potential for Better Outcomes
Presented by:
Gunvansh Khanna, Oracle
Abstract:
Artificial Intelligence is revolutionizing how organizations manage and optimize their workforce by enhancing People Intelligence. By leveraging AI, businesses can go beyond traditional HR analytics and uncover actionable insights to unlock workforce potential and drive meaningful outcomes. Join this session to hear how Oracle AI embedded within Fusion HCM Analytics enables this transformation across the core areas of Talent, Skills and Sentiment. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Resources
P-050719
Digital Transformation Strategies with AI/ML and GenAI for Oracle JD Edwards and PeopleSoft Users
Presented by:
Jeffrey Eberhard, Oracle
Abstract:
AI is everywhere; it is disrupting every business within every industry today. Most customers we speak with are convinced that AI is transformational. However, as businesses, they’re looking for tangible outcomes from AI. They want to enhance customer experiences, improve decision-making, and reduce costs. They’re not only looking to optimize their processes but to transform their business by discovering key patterns and trends to develop new products that will help them to gain a competitive advantage and expand their market share. The good news: 92% of large companies report ROI on their data and AI investments. Whether you are hosting on-premises or already operating in the cloud, join us for strategies to gain new insights, drive efficiency, and scale AI/Gen AI across your business to achieve more than ever with your existing Oracle JD Edwards and PeopleSoft applications. This session is eligible the following CPE credits: NASBA
Tracks:
Cross Cloud Applications, JD Edwards Other, PeopleSoft Other
P-050720
Technical Deep-Dive: Enabling Natural Language Query for JD Edwards
Presented by:
Dave Geoffrion, Oracle
Abstract:
Today, JD Edwards customers can gain new insights, drive efficiency, and scale AI across their business to achieve more than ever before with their existing enterprise applications. OCI Generative AI is a managed service available through API to seamlessly integrate Large Language Models (LLMs) into a variety of enterprise use cases. It is an easy to use, fully managed service for using generative AI. Join this session for best practice architecture designs and solution demos, illustrating how you can use OCI GenAI services together with JD Edwards to enhance operational efficiency, customer experiences, and production quality. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, JD Edwards Other
P-050721
Unlock Your JD Edwards and PeopleSoft Data’s Full Potential with a Multicloud Strategy
Presented by:
Dave Geoffrion, Oracle
Abstract:
In the past, companies have struggled with access to their most useful data, which is often kept in on-premises databases. Now, whether your workload runs on a hyperscale cloud or on-premises, you can access your data platform consistently, with the push of a button. Join us to discover how you can gain the flexibility you need to run your JD Edwards and PeopleSoft workloads where you want. This is a result of the partnerships that have enabled Oracle Cloud Infrastructure (OCI) to expand its presence in the multicloud landscape, and to offer Oracle Database and associated services based on Exadata on Amazon Web Services, Microsoft Azure, and Google Cloud. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, JD Edwards Other, PeopleSoft Other
P-050733
Autonomous AP: How to Revolutionize Your Invoice Processing
Presented by:
Daniel Shore, Medius Software Inc
Abstract:
Managing hundreds, thousands, or even tens of thousands of invoices can overwhelm any AP department. From chasing approvals to managing phone inquiries and missing early payment discounts, the inefficiencies can add up fast. However, with autonomous AP solutions, organizations can revolutionize their financial operations. Imagine processing more than half of your annual invoices without human intervention. With AI and automation, touchless invoice capture becomes a reality, freeing your team to focus on higher-value tasks. This session discusses how to achieve: Enhanced Fraud Detection: Leverage AI to identify suspicious transactions before they become issues. Faster Payment Processing: Reduce manual effort and ensure timely payments, unlocking potential discounts. Improved Liquidity: Optimize cash flow with streamlined processes and better payment management.
Tracks:
Financial Management, Financials & Supply Chain Management (FSCM), Finance & SCM
P-050752
PeopleSoft: Maximize, Modernize, or Transform?
Presented by:
Shawn Fournier, ERPA
Abstract:
When it comes to PeopleSoft, there are multiple ways to drive incremental value within your organization. Whether your goal is to maximize your PeopleSoft investment, modernize it in the cloud for a SaaS-like experience, or transition toward a cloud-enabled, agile IT operation, ERPA brings decades of expertise to guide you in choosing the best path forward. This session is eligible the following CPE credits: NASBA
Tracks:
Cross Cloud Applications, Cloud Infrastructure & Technology, PeopleSoft Other
P-050756
What to Know About Modernizing Your ERP Platforms
Presented by:
Jason Zolczynski, Navisite, a part of Accenture
Abstract:
As your business grows and evolves, determining the right time for an ERP upgrade can be challenging. How can you take control and identify key considerations to optimize timing, strategy, and impact? Join Navisite, part of Accenture’s Senior Manager of Oracle Consulting, Jason Zolczynski, as he shares valuable lessons and strategies based on decades of collective experience guiding clients through hundreds of ERP upgrades, migrations, and implementations. This presentation will provide attendees with: •Key considerations for deciding whether and when to modernize your Oracle platforms. •Practical, real-world insights to help map out your upgrade and/or migration plans. •Tips for articulating the benefits and gaining buy-in for your ERP strategy from business and technology leadership. No matter where your organization is on its ERP journey, this session will help you develop an actionable long-term approach for modernizing and maximizing your Oracle investments while continuously improving the end-user experience. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, JD Edwards Other, PeopleSoft Other
P-050760
The Data Jedi’s Playbook: Wielding the Leading Data Technologies for True Enterprise Intelligence
Presented by:
David Kettinger, QuickLaunch Analytics
Abstract:
Is your organization navigating a galaxy of data, struggling to pinpoint the insights that truly drive business value? Traditional ERP reporting tools are like ancient star charts – offering limited views in a universe of untapped potential. It’s time to awaken your inner Data Jedi. In this session, we will equip you with the “Data Jedi’s Playbook,” revealing how to master today’s most powerful data technologies—Databricks, Fivetran, Microsoft Power BI, and Fabric—to transform your data strategy from reactive reporting into a force for proactive, insight-driven action. Prepare to master four core ‘Data Jedi’ techniques that will enable you to turn data into your most powerful ally: 1.Conquer Data Silos: Learn how automated data pipelines can unify fragmented data from every corner of your enterprise, including complex ERP systems, bringing order to your data galaxy. 2.Master the Modern Data Lakehouse: Understand how to wield Databricks and Microsoft Fabric to build a flexible, AI-ready Data Lakehouse foundation, unlocking advanced analytics and future-proofing your business intelligence capabilities. 3.Build Your Single Source of Truth: Discover how to forge robust, enterprise-grade Power BI data models that illuminate the path to clarity and serve as the bedrock for trusted decision-making. 4.Empower Your Entire Organization: Implement strategies to launch a thriving self-service analytics environment, turning every team member into a data-empowered decision-maker. Join us to learn how other Oracle ERP customers have harnessed these forces to drive positive business outcomes. You’ll leave equipped with an actionable framework to achieve true enterprise intelligence and become a master of your data domain.
Tracks:
Cloud Infrastructure & Technology, Tools & Tech: Digital Platform, PeopleTools
P-050789
Transforming Financial Reporting in Powersports: Leveraging Oracle EPM Cloud for Agility and Precision
Presented by:
Abhi Raina, Denovo
Abstract:
In the fast-paced world of powersports aftermarket products, agility and precision in financial reporting are critical to driving growth and informed decision-making. One JD Edwards customer faced mounting challenges managing their financial reporting processes across a patchwork of spreadsheets—resulting in inefficiencies, slow reporting cycles, and data integrity concerns. To address these challenges, they partnered with Denovo’s Oracle consulting team to implement a modern, scalable, and integrated financial reporting solution using Oracle Enterprise Performance Management (EPM) Cloud. This transformation replaced manual, spreadsheet-driven processes with a centralized, automated platform that delivers speed, accuracy, and strategic insights across the organization. In this session, we’ll share how the solution was designed and deployed, explore the tangible business outcomes it delivered, and highlight key lessons learned along the way. Attendees will walk away with actionable recommendations for how JD Edwards customers—especially those reliant on spreadsheets—can leverage Oracle EPM to modernize and future-proof their financial reporting environments. This session is eligible the following CPE credits: NASBA
Tracks:
Finance & SCM, Cloud Infrastructure & Technology, JD Edwards Other
P-050799
Oracle Database 23ai: What’s New, What’s Next
Presented by:
Killian Lynch, Oracle
Abstract:
Oracle Database 23ai brings hundreds of new capabilities aimed at helping businesses stay ahead in an AI-driven world. This session takes a high-level look at what’s new in Oracle Database 23ai since launch and where the database is headed. We’ll cover the strategic direction of Oracle Database, recent innovations, and how the database will continue to evolve to meet modern enterprise needs. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, PeopleSoft Other
P-050805
Unlock Oracle Cloud and JDE potential with GenAI agents for transformative benefits
Presented by:
Pradip Das, Birlasoft, Inc.
Abstract:
This session will delve into integrating Oracle Cloud and JD Edwards (JDE) with Generative AI (GenAI) agents, highlighting the transformative benefits for businesses. Attendees will get to explore how GenAI can enhance data processing, automate routine tasks, and provide predictive analytics, leading to improved efficiency and decision-making. The session is designed for IT professionals, business leaders, and decision-makers looking to optimize their enterprise resource planning (ERP) systems and cloud solutions. Attendees will learn how to harness the power of GenAI to unlock new capabilities within Oracle Cloud and JDE, ultimately achieving greater operational agility, cost savings, and competitive advantage. We will also showcase Martin Marrietta’s success story, explaining how it is benefiting from GenAI and other digital capabilities to modernize its JDE ERP platform. By the end of the session, participants will have a clear understanding of the benefits and steps required to successfully integrate these advanced technologies into their organization’s ERP platform.
Tracks:
Cross Cloud Applications, Manufacturing & Distribution
P-050857
Proactive PeopleSoft Management: Leveraging OCI Observability & Monitoring for Peak Performance
Presented by:
Jyoti Shah, Oracle
Abstract:
In today’s dynamic IT landscape, maintaining optimal performance and reliability of enterprise applications like PeopleSoft is paramount. Oracle Cloud Infrastructure (OCI) offers a comprehensive Observability and Management platform tailored to meet these needs. This session delves into how PeopleSoft customers can leverage OCI’s Stack Monitoring services to achieve integrated visibility across their application stack, encompassing application servers, web servers, and databases. Attendees will gain insights into the deployment process, including configuring the environment, installing management agents, and enabling Stack Monitoring services. The presentation will also highlight best practices for proactive issue resolution, performance optimization, and ensuring seamless operation of PeopleSoft applications within OCI. By the end of this session, participants will be equipped with the knowledge to implement robust observability and monitoring strategies, enhancing the efficiency and reliability of their PeopleSoft environments. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, PeopleSoft Other
P-050868
Journey from PeopleSoft to Oracle Cloud: Best Practices on Getting Your Precious PeopleSoft Data to the Cloud
Presented by:
Doris Wong, Smart ERP Solutions, Inc.
Abstract:
You’ve made the decision, or maybe you’re still exploring your journey from PeopleSoft to Oracle Cloud. Regardless of where you are in your process, what applications you’re taking to the Cloud, HCM, Financials and/or Supply Chain, or whether you are doing a one-time migration or pursuing an integration to a Cloud module, one of your most important success factors is ensuring your precious PeopleSoft data accurately and successfully makes this journey to ensure you can run your Oracle Cloud applications successfully. Come learn about how to strategize, plan and execute this critical data migration as part of your PeopleSoft journey to Oracle Cloud. In this session we will discuss the strategies and methods for migrating your Peoplesoft data to Cloud. In addition to showing the technical methods that Oracle provides for importing external data, we will also discuss strategies and best practices for ensuring a successful data migration for your scenario. After attending this session, you will be armed with the best practices that you need to begin your journey to the Cloud with confidence that your data will successfully make that journey to the Cloud with you. We will also share a couple of our clients’ use cases that have made this this journey from PeopleSoft to Oracle Cloud. This session is eligible the following CPE credits: NASBA
Tracks:
Cross Cloud Applications, Financials & Supply Chain Management (FSCM), PeopleSoft Other
JD Edwards
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P-049947
Developer AUA (Ask Us Anything) – BluePrint ’25
Presented by:
Daniel Bohner, Amalgamated Sugar Company
Abstract:
Developers have questions – and only developers can explain how to answer them. This session pits Gurus and Joes into resolution mode. We talk about what we are facing and works as a community to resolve (and listen). This session is popular in that we have involvement from Oracle, Big Name Developers and (db)… Bring you problems and lets crowdsource your solutions.
Tracks:
Tools & Tech: System Administration, Tools & Tech: Digital Platform, JD Edwards Other
P-049974
Doing more with BI publisher
Presented by:
Lisa Tran, Monterey Mushrooms, LLC
Abstract:
I am Lisa Tran from Monterey Mushrooms and I will review some of the advanced things we are doing with BI publisher – printing multiple pages, printing document runs in multiple languages, conditional formatting, formatting for foreign dollars and dates, and more. Come get inspired with all the things you can do with the standard JDE BI publisher. This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution, Tools & Tech: Digital Platform
P-050001
E1 Data Archiving: Working Through The Process
Presented by:
Blake Hudson, Brasfield & Gorrie LLC
Abstract:
In this session: we’ll share how Brasfield & Gorrie achieved JD Edwards data archiving goals. We’ll describe how we leverage Essentio archiving tools and worked with our business to archive without stress. We’ll also discuss prior efforts to archive, lessons we learned along the way, and how we worked with our business to accomplish. This session is eligible the following CPE credits: NASBA
Tracks:
JD Edwards Other
P-050009
Release 24- The roller coaster ride
Presented by:
Hugh Brulliea, Toll Brothers, Inc.
Abstract:
In January 2024, Toll embarked on a journey to upgrade its E1 environment from Release 21 to Release 24. What began as a 6 month Tools release has evolved into a large scale project replacing all 119 E1 servers. We will cover the twists and turns of the project, such as changing of project managers mid-stream, discovery of previously unknown integrations, juggling multiple vendors and few other surprises. The goal of this session is to share the lessons we learned from our roller coaster ride to help make your upgrade as smooth as possible. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration, Tools & Tech: Digital Platform, JD Edwards Other
P-050014
From Email to Excellence: Tech-Enabled Contract Manufacturing Management
Presented by:
Anthony Swint, Printpack, Inc.
Abstract:
Printpack, an Atlanta-based manufacturer of flexible and rigid packaging, faced challenges in effectively communicating production data from its contract manufacturers. This study presents the implementation of technology and integration solutions to streamline the contract manufacturing process. Methodology included the development of an internet portal, file integration systems, and the implementation of barcode labeling. Results show significant improvements in visibility and traceability of the manufacturing process, with an increase in data accuracy and a reduction in processing time. This study demonstrates how targeted technological solutions can overcome communication challenges in contract manufacturing, leading to improved efficiency and accuracy in the packaging industry. The research addressed three main objectives: Objective 1: Provide flexible data communication options for vendors Objective 2: Improve material packaging and labeling for enhanced inventory management Objective 3: Increase production data accuracy for improved payment validation This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution
P-050015
Making the case for change management
Presented by:
Brian Connor, ERP Suites
Abstract:
You use it for Orchestrator, UDO, Progam, and UBE updates, but do you use it for access control? Change management is key to avoiding untested or unknown configuration changes in your production environment. Join us to learn what options you have to implement change control for security and access controls. Explore solutions from basic change control to automated with workflow approvals for virtually every step including compliance validation, and everything in between. This session is eligible the following CPE credits: NASBA
Tracks:
Financial Management, Tools & Tech: Digital Platform
P-050030
Transition from DSI to Oracle VBCS Mobile App and Orchestrations
Presented by:
Ryan DeVelder, Associated Milk Producers, Inc. (AMPI)
Abstract:
The transition from DSI to Oracle VBCS Mobile App and Orchestrations offers significant benefits for organizations. By leveraging Oracle’s Visual Builder Cloud Service (VBCS), companies can create responsive mobile applications that integrate seamlessly with existing data sources, enhancing user experience and operational efficiency. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: Digital Platform
P-050032
How to Automate New Company Configurations Using Orchestrator and CSV Files
Presented by:
Dimitri Mantovani, Horsa Next
Abstract:
Maximize the capabilities of Orchestrator to streamline E1 Menu configuration without the need for custom applications or programming skills. Learn how to efficiently use CSV files to generate E1 Menu tasks, relationships, and related versions (UBE or APPL), simplifying the setup of new branches or companies. This guide provides a clear and structured approach to transforming CSV data into functional E1 Menu components, optimizing system integration and scalability processes. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration, Tools & Tech: Digital Platform, JD Edwards Other
P-050040
Understanding UDO Data…Plus Tips, Tricks and JDE Widgets!
Presented by:
Matt Sohrweide, J. Geiger Consulting: Inc.
Abstract:
UDOs are a powerful tool and can help automate processes and provide a better alternative to modifying the JDE system code. UDO data is stored within the database and understanding where it is and how it is used can be extremely valuable, especially during system upgrades. This session will help you understand how to work with UDOs whether you are doing an upgrade, consolidating instances of JDE, or just working on a project with UDOs. As a bonus we will show you the newest UDO, JDE Widgets, along with some tips and tricks around UDO management! This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: Digital Platform, JD Edwards Other
P-050044
UDO SIG
Presented by:
Kimberly Ulmer, The Anschutz Corporation
Abstract:
UDO SIG Roundtable Discussion
Tracks:
Tools & Tech: Digital Platform
P-050058
JDE E1 Tech SIG Roundtable: Integrating JDE (Orchs, UDOs, Dev)
Presented by:
Andrew Ostdiek, JF Shea Co Inc
Abstract:
This session will be a round table discussion of the methods to integrate with JD Edwards Enterprise One software. Methods we concentrate on are: Orchestrations, User Defined Objects, Development via E1 or third party, including AI. Please offer your insights on how you are using the software and what could be made more efficient. We discuss enhancement requests.
Tracks:
Tools & Tech: System Administration, Tools & Tech: Digital Platform, JD Edwards Other
P-050072
Learn how a 9000+ employee organization integrated Infor Expense Management (XM) with JDE.
Presented by:
Edgar Escobar Gomez, Edgar Escobar Gomez
Abstract:
In this session we will show you the path we followed to a successful integration of a cloud expense management system (Infor XM) with JDE. We will provide an overview of the planning, implementation and testing phases, and we’ll share how the handful on interfaces needed were conceived, designed and materialized. We’ll tell you how the companion mobile app is helping our employees to more productively create and submit their expense reports. We’ll also share what are the routine maintenance tasks, some of the issues we experienced and what we would do different if we had to do it again. This information-packed session is a must, and will provide you with additional ideas, options and insight if you are considering implementing an expense management system in the cloud and interface it with JDE. This session is eligible the following CPE credits: NASBA
Tracks:
Financial Management, JD Edwards Other
P-050074
How Hawkins Inc. Leveraged Orchestrations for Automation & Efficiency
Presented by:
Brandon Proctor, Hawkins, Inc.
Abstract:
What happens when a 90-year-old chemical company embraces modern automation at scale? Join Hawkins, Inc. as we reveal how a lean IT team deployed over 140 orchestrations in just a few years—transforming fragmented, manual processes into streamlined, scalable systems. From automated customer setups and online sample orders to mobile-friendly walk-in solutions and inventory conversions, discover the practical strategies, real-world outcomes, and surprising lessons behind our automation journey. Whether you’re looking to reduce errors, boost productivity, or simplify JD Edwards for end users, this is the blueprint you don’t want to miss. This session is eligible the following CPE credits: NASBA, IIB
Tracks:
Manufacturing & Distribution, Tools & Tech: Digital Platform, JD Edwards Other
P-050082
AI-Powered Secure Intelligence: Transforming JDE with Private LLMs
Presented by:
Vevin Kumar Senthil Kumar, Martin Marietta
Abstract:
As data security takes center stage, this session reveals how Martin Marietta leverages private large language models (LLMs) to integrate secure AI capabilities—such as advanced document understanding—into JD Edwards, all while safeguarding data privacy. Join us to explore real-world applications and learn how to set up a private LLM quickly and effectively. Discover a streamlined, secure path to enhancing JDE functionality with AI-driven intelligence that keeps your data protected. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration, Tools & Tech: Digital Platform
P-050095
Agnico Eagle’s Journey with Oracle Guided Learning for JD Edwards
Presented by:
Eric Peloquin, Agnico Eagle Mines
Abstract:
Join Agnico Eagle, one of the largest gold mining companies globally, as they share their journey of selecting and implementing Oracle Guided Learning for JD Edwards (OGL4JDE) to enhance enterprise digital adoption. Eric Peloquin, IT Executive at Agnico Eagle, Canada, will lead the presentation, outline the evaluation process that led to choosing OGL4JDE over other digital adoption solutions and their progress with the implementation. Daniel Smith, Global Product Director at Steltix, Agnico Eagle’s strategic partner, will also provide an overview of OGl4JDE and the approach adopted for Agnico Eagle. Key discussion points will include: • Evaluation and Selection: Insights into Agnico Eagle’s rigorous selection process and the criteria that made OGL4JDE stand out. • Implementation Approach and Lessons learnt: An overview of the implementation process spearheaded by Steltix, showcasing the steps taken to ensure a smooth transition and effective user adoption. • Benefits and Impact: Learn how OGL4JDE is revolutionizing in-application user adoption at Agnico Eagle, reducing onboarding time, and enhancing overall productivity. • Future Plans: Insights from Agnico Eagle on their plans to roll out OGL4JDE to other applications in their portfolio in the future. Agnico Eagle’s commitment to maximizing the efficiency of its enterprise applications through innovative digital adoption solutions is evident in their decision to invest in OGL4JDE and their partnership with Steltix. Discover how this collaboration is driving significant improvements in operational efficiency and user experience across their organization. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Financial Management, Human Capital Management, , Tools & Tech: Digital Platform
P-050096
SIG: Oracle Guided Learning for JD Edwards SIG
Presented by:
Daniel Smith, Steltix
Abstract:
With the growth an adoption of Oracle Guided Learning for JD Edwards, we are delighted to announce the inaugural Special Interest Group dedicated to Oracle Guided Learning for JD Edwards. This session will include product updates, participation from Oracle product development (OGL Team) and an opportunity for OGL users (or prospective users) to share experiences, lessons learnt etc.
Tracks:
Financial Management, Manufacturing & Distribution, Tools & Tech: Digital Platform
P-050113
The Unveiling of Enterprise AI For JD Edwards Customers
Presented by:
William Liu, iSP3 solution providers inc.
Abstract:
Reliability analytics can bring major economic gains. From getting ahead of supply chain delays before they affect delivery deadlines to reducing energy costs and tracking sustainability goals in real time, AI can transform traditional complex processes. In this presentation we will be introducing C3 Enterprise Level AI to JD Edwards customers, reviewing the C3 AI platform and applications, and why generative AI matters for JD Edwards customers. Case studies of companies like Holcim, Shell, U.S. Air Force, Dow, ExxonMobil, Charlotte County, Nucor and others using C3 AI across different industries will be presented. C3’s Generative AI solution will give JDE customers consistent, trusted and secure answers to their business questions. This is a don’t miss for Business and Strategic level customers especially for those with an interest in AI Maintenance and reliability solutions, Asset Performance, Supply Chain, and Manufacturing. This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution, Tools & Tech: Digital Platform, JD Edwards Other
P-050132
If You Build It, They Will Come…Or Will They? User Adoption of JD Edwards
Presented by:
Shannon Alred, Brown & Root Industrial Services
Abstract:
As digital transformation accelerates, maximizing ERP investment means fully engaging users. For JD Edwards (JDE), low-code/no-code (LC/NC) tools offer a way to streamline processes and enhance productivity without extensive IT support. But successful adoption depends on your starting point: Are you transitioning from a legacy system, or deepening adoption of existing JDE features? This session covers strategies to drive LC/NC adoption in both contexts, from training and tailored engagement to fostering a culture of innovation. Attendees will gain insights into creating an environment where users are empowered to leverage JDE to its fullest, ensuring smooth transformation and optimized ROI. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: Digital Platform, JD Edwards Other
P-050134
Enhancing Operational Efficiencies: A Streamlined Approach to Shipping
Presented by:
David Miller, Printpack, Inc.
Abstract:
Abstract: Printpack, a leading flexible and rigid packaging manufacturer based in Atlanta, identified a critical need to enhance its core manufacturing and distribution processes following years of JDE E1 implementation across all facilities. A key area for improvement was the shipping process, which was manual, time-intensive, and prone to errors, particularly due to the company’s complex license plate number (LPN) environment. To address these operational challenges, Printpack established three primary objectives: Objective 1: Develop a flexible shipping solution allowing warehouse personnel to dynamically manage LPNs on loads, thereby eliminating the need for reverse shipping. Objective 2: Implement a system for on-demand generation of all shipping documents to streamline operations and improve efficiency. Objective 3: Introduce automation to boost user productivity, minimize human errors, and mitigate operational risks. By focusing on these objectives, Printpack aimed to significantly improve its shipping processes, leading to increased operational efficiencies and reduced costs across the organization. This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution
P-050139
Unleashing JD Edwards Logic Extensions for Process Innovation
Presented by:
Todd Nelson, iLearnERP
Abstract:
JD Edwards EnterpriseOne now empowers designers to create complex solutions without custom coding through Logic Extensions in the Orchestrator Studio. This session introduces Orchestrator Designers to the capabilities of Logic Extensions, offering a simplified, no-code/low-code alternative to traditional development. Attendees will gain a foundational understanding of the tool’s environment, including its menu palettes, and explore strategies to Learn how begin to build code without extensive programming training. Session Objectives: 1.Overview of Logic Extensions Learn how Logic Extensions fit within JD Edwards, enabling innovative, no-code solutions. 2.Orchestrator Studio Navigation Explore the Orchestrator Studio interface, including essential palette menus and tools. 3.Strategies to Learn Logic Extensions Learn practical strategies to begin to create logic as a functional Business Analyst. This session is eligible the following CPE credits: NASBA, IIB
Tracks:
Tools & Tech: Digital Platform
P-050152
Your New Superpower: AI-Driven Financial Management
Presented by:
John Wandrisco, Avalara
Abstract:
Artificial intelligence (AI) is transforming financial management, with 90% of CFOs planning to use it by this year*. This session will show you how top organizations are using AI to gain a competitive edge. Hear directly from cloud-based finance software providers on how they’re leveraging AI to help achieve seamless international compliance and guide better decision making. Don’t miss your chance to learn: – How AI is reshaping finance and tax operations right now – Practical examples of AI-driven efficiency from real-world finance and accounting teams – How tax automation experts are integrating AI to boost accuracy and streamline workflows – How solutions like chatbots, Exemption Certificate Management tools, and more use AI for airtight compliance – The power of AI in speeding up critical financial decisions Join these finance and tax experts for this game-changing session, and walk away with actionable insights to optimize your financial strategy.
Tracks:
Financial Management, Finance & SCM
P-050162
E1MDUG Meeting for BP4D 2025
Presented by:
Deron Brod, Stanley Engineered Fastening
Abstract:
The E1 Manufacturing and Distribution User Group’s meeting at Blueprint 4D 2025.
Tracks:
Manufacturing & Distribution
P-050163
E1MDUG Enhancement Meeting for BP4D 2025
Presented by:
Karen Brigiotta, Syntax Systems USA: LP
Abstract:
Please join us to discuss enhancements related to JD Edwards Manufacturing and Distribution. Previous enhancements that started in this meeting include Outbound Inventory Management and Work Order Activity Rules/Ledger. All interested parties are welcome to attend. This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution
P-050164
E1MDUG AUA (Ask Us Anything) Roundtable for BP4D 2025
Presented by:
Deron Brod, Stanley Engineered Fastening
Abstract:
Bring your list of manufacturing and distribution questions to this session. Members of the E1 Manufacturing and Distribution User Group will lead an interactive discussion to find solutions and give you ideas to take back to your organization.
Tracks:
Manufacturing & Distribution
P-050165
JDE Planning and Scheduling
Presented by:
Thonthi Balamurugan, Koos Manufacturing, Inc.
Abstract:
JDE Manufacturing Planning and Scheduling, MPS MRP Parallel Runs – Save time Automate the Process using MRP Data for Sub-Assemblies MRP Materials and Lead time Forecast Consumption on MTO and MTS orders. Food Industry Mainly Will try on Apparel Industry if time permits. Capacity Planning – What is needed? This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution
P-050184
Unleashing Next-Gen Capabilities: JD Edwards Release 25…the REAL Differences
Presented by:
Richard Garraputa, Denovo
Abstract:
JD Edwards Release 25 marks a significant milestone in the evolution of enterprise resource planning (ERP) solutions, introducing a suite of advanced features designed to enhance business agility and operational efficiency. This paper examines the innovative enhancements in Release 25, including improved user interfaces, expanded automation capabilities, and deeper integration with emerging technologies such as artificial intelligence and machine learning. By leveraging these advancements, organizations can streamline processes, reduce costs, and gain actionable insights from their data. The release also focuses on enhancing user experience and ensuring seamless upgrades, making it easier for businesses to adopt and benefit from the latest innovations. This study provides a detailed overview of the new features, implementation strategies, and real-world success stories, offering a comprehensive guide for enterprises looking to maximize the potential of JD Edwards Release 25. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration, JD Edwards Other
P-050186
Future-Proofing Norman’s Nursery: The Importance of Staying Current
Presented by:
Carin Wagner, Denovo
Abstract:
The phrase “Continuous Adoption” with your JDE software for some seems daunting because it sounds to most people as “Upgrading”. This strikes many with apprehension and concern rather than excitement to be on the latest/greatest Oracle has to offer in JD Edwards. Norman’s Nursery will share with you firsthand how this doesn’t have to be thought of as “upgrading” but as “staying current” on JD Edwards. Norman’s Nursery will also discuss the concerns most companies have related custom objects and the project ‘cycle’ itself for these Code Current / Tools Updates versus the traditional “Upgrades”. Besides hearing from Norman’s Nursery about why they stay current, get a year-by-year synopsis of EnterpriseOne 9.2 since 2015. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration, Tools & Tech: Digital Platform
P-050187
User Experience Improvements with UX One – It’s In the Name!
Presented by:
Carin Wagner, Denovo
Abstract:
UX One Pages and UX One Object Cross References can be thought of as pre-built UDO bundled gifts from Oracle. These are free for JDE customers to download and use, but many customers haven’t yet taken advantage of these whether in whole pages or in parts (single objects on your own composed pages). Come to this session to see how to review the objects that are available, how to modify them to fit your data, how to manage them in the UDO Workbench, and finally how to use them on your own Composed Pages. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration, JD Edwards Other
P-050189
Utilizing the Power of UDOs – A FULL CUSTOMER STORY!
Presented by:
Juilie Lorton, Denver Water
Abstract:
There are many companies who upgraded and had plans to begin folding in UDO’s into their business as they found opportunities but just haven’t gotten a chance to do so. This was the case for Denver Water. They originally upgraded to EnterpriseOne 9.2 in 2020. Since then they only took advantage of Composed Pages. Last year they began taking concerted efforts to use Cafe1, Personalizations, and Form Extensions to an amazing effect. In this session, you’ll see how Denver Water has removed the need for some custom reports and improved end user experience by creating these impactful UDO’s. This session is eligible the following CPE credits: NASBA
Tracks:
Financial Management, Tools & Tech: System Administration
P-050222
The Hidden Heartbeat of Your Business
Presented by:
Rob Roudebush, Cloud Inventory
Abstract:
Organizations face a lot of different issues today. Sometimes, however, issues can hide in plain sight and look like something completely different. In this session, we are going to focus on identifying the symptoms of an INVENTORY MANAGEMENT problem that could be hiding as a procurement issue, an equipment issue, or a process issue. We will dive into root causes of inventory management problems both from inside and outside the four walls. This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution
P-050236
Streamlining Production Reporting with Orchestrations and Custom Applications
Presented by:
Scott Masker, MacLean-Fogg Company
Abstract:
Manual production reporting and outdated methods of weighing parts in JDE led to inconsistencies, inaccurate data, and system-wide disruptions. The reliance on additional hardware, servers, and a fragile reporting chain caused costly delays whenever issues arose. Discover how MacLean-Fogg leveraged orchestrations and a custom application to revolutionize production reporting. This innovative solution eliminated inaccuracies, enabled location autonomy, and reduced reliance on costly equipment and redundant software, saving thousands while delivering faster, more accurate reporting across the corporation. This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution, Tools & Tech: Digital Platform
P-050239
Mastering ERP Consolidation: Valuable Lessons from Zimmer Biomet’s Transition from Multiple Legacy ERP Deployments to a Unified JD Edwards Instance
Presented by:
Govindaraj Shanmugam, Zimmer, Inc.
Abstract:
Zimmer Biomet, a global leader in medical device manufacturing, faced the challenge of managing complex operations across multiple legacy ERP deployments which included JD Edwards (JDE), Infor XA, and NetSuite. The fragmented systems resulted in process inefficiencies, data silos, and challenges in scaling operations globally. To address these issues, Zimmer Biomet initiated a comprehensive transformation journey to consolidate its ERP landscape with a single JD Edwards platform. This strategic unification has streamlined supply chain management, improved production planning accuracy, enhanced inventory visibility, and introduced robust financial management capabilities – thus bringing unmatched operational agility across its global footprint. In this session, we will discover how Zimmer Biomet overcame the complexities of ERP consolidation and leveraged JDE capabilities to drive integration and scalability. Get an insider and practitioner perspective on how to tackle challenges such as data migration, regulatory compliance, and change management across diverse business lines and manufacturing sites. We will also look at system optimization strategies tailored for the medical device industry, and how they ensure robust performance and regulatory adherence. In addition, we will see how ERP modernization can help businesses drive coveted outcomes across the entire span of business operations. Learn from Zimmer Biomet’s transformation journey and explore best practices, lessons learned, and actionable strategies that are invaluable to drive every ERP transformation program to success. This session is eligible the following CPE credits: NASBA
Tracks:
JD Edwards Other
P-050241
Meeting regulatory and compliance standards in Latin America for a global life sciences company with Oracle JDE Localization and an integrated third-party e-Invoicing solution.
Presented by:
Luciano Botta, Birlasoft, Inc.
Abstract:
Are you planning to expand business operations and implement Oracle JD Edwards in Latin America? Implementing JD Edwards in Latin America countries can be challenging due to the complex and mandatory tax requirements in countries like Brazil, Argentina, Chile and Colombia. Please join our session to learn how Birlasoft is assisting a global leader of life sciences company in meeting their regulatory, compliance, and statutory tax requirements of LATAM countries using JD Edwards standard localized functionalities aided by third-party integrated solution for E-invoicing. Discover the common challenges in JDE localization implementation for LATAM countries, methods to address these challenges during implementation, and integrating JD Edwards with local tax authority systems for compliance and tax reporting. The session will also cover integrating JDE with local third-party applications for automatic electronic invoicing and submission to local government authorities. This session is eligible the following CPE credits: NASBA
Tracks:
Financial Management, Manufacturing & Distribution, Tools & Tech: Digital Platform
P-050245
Streamlining Attendance Tracking using a Custom Application
Presented by:
Tiffany Schott, Turner Industries Group
Abstract:
Turner’s Pipe Fabrication facilities were manually tracking employee attendance in three offline systems. From corrupt spreadsheets to individual employee files which resulted in a cumbersome process that consumed valuable hours of HR clerical time each day. This inefficiency not only hindered the aggregation of historical employee data but also made it nearly impossible to provide timely notifications to foremen and employees regarding attendance issues. To address these challenges, Turner implemented a custom application within the E1 system that streamlined the tracking of absences, late arrivals, early departures, and other relevant events. This custom application also allowed for automated reports and notifications via ReportsNow, significantly enhancing the efficiency of the attendance management process. By centralizing data and automating notifications, the application reduced the HR clerical workload by an impressive 40%, freeing up time for more strategic HR initiatives. Additionally, the implementation of this application across all facilities has fostered consistency and improved communication regarding attendance management. With all locations utilizing the same E1 application, Turner has not only improved operational efficiency but also created a more cohesive work environment. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management
P-050251
Enhancing Cycle Counts Leveraging Standard JDE Functionality
Presented by:
Nathan Diamond, Ajinomoto Foods North America
Abstract:
Learn how we deployed cycle counting within our environment to provide automatically generated and randomized cycle counting based on item priority. We explain not only how we automated and randomized count generation, but also how we handled work days, backdated cycle counts, monthly and daily accuracy reporting, accuracy tolerance, staging locations, lot level accuracy, and recounting. We also explain lessons learned and potential pitfalls that we discovered throughout implementation at each facility. Prior to implementation, each facility was counting outside of JD Edwards in different ways, with no real way to track performance. Now with our new process we are closer obtaining the goal of not having fiscal year end wall to wall cycle counts. While we did have some development work, standard cycle count functionality was 100% unmodified. This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution
P-050260
Retrofit vs. Low/No Code: Replacing legacy customizations with UDO & Orchestrator solutions
Presented by:
Marcie Herrel, The MASYC Group, Inc.
Abstract:
As part of any EnterpriseOne upgrade project, there will be customizations to applications and reports that must be retrofitted to vanilla objects after accepting the latest code from Oracle. Traditionally, this retrofit endeavor would be undertaken with the expectation that majority of modifications would carry-over unless perhaps a new application functionality was introduced by Oracle that replaced the customization. Jump to today with the latest no/low code tools available from Oracle, such as end-user Personalization and configurable User Defined Objects that includes the Orchestrator Studio, JD Edwards clients can now replace their legacy customizations with the appropriate UDO configured solution. With the goal of eliminating customizations that can be replaced, MASYC’s approach to retrofitting versus implementing no/low code configured solutions ensures your company optimizes the newest technological offerings while only retaining customizations that give strategic advantages to the business. This approach results in less customizations to the system post upgrade and thus helps maintain an easier upgrade path going forward. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: Digital Platform, JD Edwards Other
P-050278
Building a business case and measuring ROI of your JD Edwards Upgrade
Presented by:
Craig Hill, C&A Technology LLC
Abstract:
Creating a business case for upgrading to the latest release of JD Edwards is difficult for many organizations. Better adoption of the system through an improved user interface: enhanced visibility to business operations through intuitive screens: and even faster response to support issues are “nice to haves:” but they are primarily “soft” benefits. Most organizations need a business case comprised of tangible: hard-dollar benefits in order to justify both the out-of-pocket and opportunity costs of an upgrade project. This case study presentation will describe how a JDE customer built an upgrade business case by finding improvement opportunities within their key business functions. This session is eligible the following CPE credits: NASBA, IIB
Tracks:
Manufacturing & Distribution, JD Edwards Other, Business Analysis
P-050319
Seamlessly consolidating and revamping JD Edwards Security: How Martin Marietta enhanced ERP Role Management, Streamlined SoD Monitoring, and Improved the Audit Efficiency.
Presented by:
Vidhya Ranjani Murali, Martin Marietta
Abstract:
Martin Marietta Materials, US-based leading building materials supplier, is a long-term user of JD Edwards EnterpriseOne. To support their growth and changing needs, as part of a larger, company-wide transformation initiative, Martin Marietta decided to consolidate security configurations from two distinct separate instances of JD Edwards into a single shared instance while maintaining two separate Security Workbench tables (one for production and one for all non-production environments) within the shared instance. This initiative gave them the opportunity to evaluate and update their security model. Reliable security is a critical factor in any large ERP implementation project, but specific priorities change over time: • At the outset, it’s crucial to have powerful tools to create a robust a security model, with efficient role design as well as a reliable means of identifying and fixing Segregation of Duties (SOD) conflicts. • Once the consolidated system was live, the focus increasingly moved towards ongoing management of efficient role design and monitoring of SOD to streamline fraud detection and prevention. Objective 1: Find out how Martin Marietta went about consolidating their roles, resulting in security that is much more effective and easier to manage. Objective 2: Discuss how Martin Marietta maintained integrity to support multiple security workbench tables simultaneously. Objective 3: Discuss the challenges and considerations of implementing and sustaining efficient access and SoD controls in JD Edwards In conclusion, the merger and consolidation of two JDE instances into one provided a more streamlined, scalable secured ERP system to the customer. Learn how not only a consolidated system is more efficient, but also how it has provided the opportunity for clean security data to be merged; eliminating ‘junk data’ and making the security audit easier. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration, JD Edwards Other
P-050322
E1 UDOs & Personalization: Applying UDO Features to GL & Fixed Assets
Presented by:
David Cutler, KS2 Technologies Inc.
Abstract:
JD Edwards E1 UDOs such as Personal Forms, Form Extensions and other personalization’s are often an under used feature by users. Often viewed as overly complicated to create and use, these can be invaluable in improving usability and productivity in JDE E1. By combining tried and true functionality with new tools release features such as Form extensions, Personal forms and custom grids, you can make the E1 experience more robust, your frontline workers more effective and give frequently used application screens a well-deserved make-over. This presentation will discuss specific use cases of various UDO’s in the GL & Fixed Asset workspaces in E1, with step by step “How To’s” and examples of real time usage. This session is eligible the following CPE credits: NASBA
Tracks:
Financial Management, JD Edwards Other
P-050333
Demanding Success: AI-Driven Demand Planning with OCI
Presented by:
Steve Voytovich, brij
Abstract:
We demand success, and we demand it now. Traditional methods like manual or spreadsheet-based forecasting are no longer adequate in today’s fast-paced business environment. In a world where agility and accuracy are essential, AI is no longer a competitive advantage—it’s a necessity for businesses to stay operational. Accurate forecasting is critical for optimizing supply chains, reducing excess inventory, and maximizing profitability. Companies leveraging AI-driven demand forecasting see up to a 50% improvement in accuracy, leading to better inventory management and cost reductions. Oracle Cloud Infrastructure (OCI) AI offers advanced tools to elevate demand forecasting capabilities, turning complex data into actionable insights. This session will explore how product-centric businesses can integrate OCI AI into their demand planning processes to improve accuracy, efficiency, and decision-making. Attendees will gain a deep understanding of how to tap into the power of AI to forecast future demand with higher precision and agility. This session is eligible the following CPE credits: NASBA
Tracks:
Cross Cloud Applications, Manufacturing & Distribution
P-050348
A proactive approach to keeping your JD Edwards instance updated with the latest features, fixes, and tools enhancements: Lessons from IKO Group
Presented by:
Ron Casaul, HSS Enterprises
Abstract:
Keeping JD Edwards (JDE) instances updated is critical for leveraging the latest fixes, enhancements, and features to improve user experience and operational efficiency. IKO Group, a global leader in shingles, roofing, and asphalt manufacturing with operations across North America and Europe, implemented JDE 9.2 as their global ERP platform, integrated with Oracle Fusion Middleware for seamless third-party application connections. After completing the JDE rollouts, Birlasoft helped IKO adopt a proactive strategy to ensure their JDE instance remains current with Oracle’s regular releases. This approach enables their end users to access the latest tools, features, and functionality without disruptions. Based on critical learnings from this engagement, we will cover the following approaches to keeping your JDE environment current: ●Annual rollout process: How to effectively implement regular application and tool updates across modules. ●Advanced analysis tools: Leveraging cutting-edge tools to streamline retrofit analysis and gain deeper insights into the impact of updates. ●Test automation: Employing automated testing to validate critical business processes, shortening test cycles, and ensuring robust system performance. Gain practical insights into IKO’s streamlined update process and learn how to implement a proactive approach to keep your JDE environment future-ready and optimized for evolving business needs. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration
P-050352
Driving business transformation during mergers, acquisitions, and divestitures by leveraging latest JD Edwards E1 enhancements and low-code/no-code tools
Presented by:
Mitesh Shah, Edwards Lifesciences
Abstract:
Challenges: In today’s dynamic business environment, organizations are often faced with the challenges and opportunities presented by mergers, acquisitions, and divestitures. It is during these times that the latest JDE E1 enhancements prove to be invaluable. These enhancements aid in streamlining operations, integrating diverse systems, and providing real-time data insights, which are critical for making informed business decisions. Solution: By combining the robust capabilities of JDE E1 with the flexibility of low-code/no-code tools, organizations can achieve a seamless transition during mergers and acquisitions, ensuring that the integration of systems and processes is as smooth as possible. Additionally, these tools can be instrumental in identifying and divesting non-core assets, thereby allowing companies to focus on their strategic priorities. We utilized low-code/no-code orchestration to automate data extract scripts as part of our separation efforts. This allowed us to streamline the data extraction process significantly. Looking into the future, we are also planning upgrades to eliminate customizations that have become defunct due to the separation, further simplifying our systems and processes. This session is eligible the following CPE credits: NASBA
Tracks:
Financial Management, Manufacturing & Distribution, Tools & Tech: Digital Platform
P-050364
Modernizing JD Edwards User Experience with Oracle JET and Orchestrator
Presented by:
Reece Bains, Asset Management Solutions
Abstract:
The Challenge: JD Edwards EnterpriseOne remains a critical system of record for many organizations. However, its outdated interface can be a significant hurdle for field personnel like tradespeople and foremen who need efficient and user-friendly tools to perform their daily tasks. This often leads to frustration and hinders productivity. The Solution: By combining the power of JD Edwards Orchestrator with the modern UI capabilities of Oracle JET (JavaScript Extension Toolkit), we can create a seamless and intuitive user experience tailored to the specific needs of your field teams. Here’s how: JD Edwards AIS Server and Orchestrator: These technologies provide the foundation for integrating with JD Edwards and automating business processes. Orchestrator allows you to expose JDE data and functionality as RESTful APIs, making it accessible to modern web applications. Oracle JET: This open-source toolkit provides a comprehensive set of UI components and patterns for building engaging and responsive web applications. With JET, you can create modern, mobile-friendly interfaces that integrate seamlessly with JDE data through Orchestrator. Objective: Empower your field personnel with intuitive and efficient tools that streamline their workflows. Leverage existing JD Edwards business processes without requiring users to navigate complex menus and screens. Create a user experience that boosts productivity and user satisfaction. This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution, JD Edwards Other
P-050367
AIS Architecture for Orchestrator and UDO Performance
Presented by:
Christopher Haraf, Terillium, Inc.
Abstract:
Organizations use of Orchestrator and UDO’s are growing exponentially. Ensure your system is providing the backend performance for Orchestrations and maintaining the critical end user experience provided by UDO’s. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration, Tools & Tech: Digital Platform
P-050380
JDE Integrated with AI and RAG
Presented by:
Jestin Wang, iSP3 solution providers inc.
Abstract:
This session is a collaborative brainstorming opportunity—not a comparison of which LLM or RAG or business platform architecture is better. Instead, we’ll focus on demystifying how open-source RAG and LLM systems work together and how they can interact with JDE. By walking through real examples and practical explanations, you’ll gain a clear understanding of the logic behind RAG and LLM integration. This foundational knowledge will empower you to apply your own domain expertise to design and analyze AI-driven solutions that truly fit your business needs. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Financial Management, Human Capital Management, , Tools & Tech: Digital Platform
P-050384
AP Automation to succeed: Fully Automated AP Processing within JD Edwards in combination with Mobile Approvals.
Presented by:
Pascal de Kleijn, SCANMAN. Com BV
Abstract:
Discover how to transform your operations for greater efficiency and control with AP Automation. From automated 2- and 3- way matching to efficient mobile app-driven approvals and streamlined exception handling. Learn how more than 300 companies worldwide are modernizing their AP processes in JD Edwards. This session is eligible the following CPE credits: NASBA
Tracks:
Financial Management, Tools & Tech: Digital Platform, JD Edwards Other
P-050400
JD Edwards Orchestration Functionality for Operational Success at Oil-Dri Corporation of America
Presented by:
Anthony Cacciatore, Oil-Dri Corporation of America
Abstract:
Learn how Oil-Dri Corporation of America leveraged JDE Orchestration to enhance machine monitoring, streamline workflows, and cut costs. This session will cover advanced Orchestration functionality, and how it is used for real-time machine status alerts and automated Service Work Order generation, enabling a reduction in software licensing costs and eliminating “external to E1” processes. This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution, Tools & Tech: Digital Platform, JD Edwards Other
P-050401
UDO’s – Endless possibilities to improve the user experience
Presented by:
Joe Hebner, Tredegar Corporation
Abstract:
There are many tutorials on how to create and utilize the different UDO’s. How and where to apply them as part of the business processes is limitless and where the true value lies. From simple queries, CAFE1 and E1 Search to more complex orchestrations and logic extensions, this session will demo examples where Tredegar utilizes several UDOs within a business process to solve problems and improve the user experience and efficiency. •End to end process utilizing multiple UDOs to review open purchase orders prior to submitting for approval •E1 Search for end item review and maintenance parts lists •Managing Quality hold codes with the click of a button •Improved analysis of MRP Messages •Maintenance work order entry simplified •Task based composed pages •Lessons learned This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution, JD Edwards Other
P-050414
EDI or Orchestration? Choosing the best solution for generating inbound electronic sales orders
Presented by:
Bernadette Dannemiller, Terillium, Inc.
Abstract:
As we strive for efficiency in our sales order processes, interfacing sales orders from front end portals and web sites is an obvious way to reduce manual entry. But what is the best way to create those sales orders in JDE? We’ll look at how the standard EDI process stacks up against using orchestrations depending on the business scenario, and consider the pros and cons of both approaches. This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution, Tools & Tech: Digital Platform
P-050426
EnterpriseOne Search: a Powerful Tool for Expediting Troubleshooting and Boosting Productivity
Presented by:
Jerry Salazar, Syntax Systems USA: LP
Abstract:
The JD Edwards EnterpriseOne Search feature enables you to search across one or more tables or business views for data that contains your search criteria without the need to navigate to multiple applications. Join us for a hands-on presentation where you’ll learn how to set up EnterpriseOne Search to quickly find and access all the information you need using a single, keyword-driven option. Through real business scenarios, attendees will discover how to build a personalized screen in just minutes, capturing all relevant data for easier and faster access. Key Features of the Session: •Custom Business View Exposure: Learn how to leverage EnterpriseOne Search to expose custom Business Views (joins) without the need to develop custom interactive applications for data review. •Action Items Creation: We’ll demonstrate how to create action items for quick access to useful EnterpriseOne applications. •Extensibility and Personalization: Explore additional features such as Form Extensions, Personal Forms, and CafeOne to enhance your experience and streamline operations. This session is designed to equip you with the tools and knowledge to improve productivity and efficiency within your organization’s JD Edwards EnterpriseOne environment. In addition, we will discuss Oracle’s recommendations for large data sets. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Financial Management, Human Capital Management, , Manufacturing & Distribution,
P-050427
Business Analyst Survival Guide: Everything You Need to Know for Harnessing Your JDE Data
Presented by:
Ben Harrison, QuickLaunch Analytics
Abstract:
The role of the JDE Business Analyst is both dynamic and challenging, requiring the ability to navigate complex business needs within an increasingly data-rich environment. To thrive, analysts must be equipped to deliver efficient, effective insights and solutions that empower data-driven decision-making and drive tangible business improvements. This session provides a practical guide to mastering key skills for the modern JDE Business Analyst, including how to: – Automate data flows and refresh processes to optimize efficiency. – Establish a single source of truth by defining business logic once for improved data governance. – Enhance report security and eliminate redundant versions through effective security protocols. – Design dashboards for accessibility across all devices. – Streamline the report creation process to resolve bottlenecks. – Enable self-service reporting capabilities to empower business users. This session is eligible the following CPE credits: NASBA, IIB
Tracks:
Financial Management, Tools & Tech: System Administration, JD Edwards Other
P-050447
15 Years of JDE Integration with Choctaw Nation: From On-Prem to Oracle Cloud
Presented by:
Jeremey Garcia, Choctaw Nation of Oklahoma
Abstract:
Migrating to Oracle Cloud can revolutionize operations but requires a thoughtful approach to integrating legacy systems and workflows. In this session, learn how Magic Software partnered with Choctaw Nation to migrate their IT infrastructure to Oracle Cloud, transforming their processes while preserving critical business logic. Over a decade-long journey, we helped Choctaw shift from on-premise servers to a scalable, cloud-native Oracle ecosystem, achieving seamless integration, greater agility, and long-term efficiency. Discover Choctaw’s real-world success story as we showcase key strategies and best practices: •Oracle Cloud Integration: Transitioning from JD Edwards to Oracle HCM while retaining essential workflows and enabling smooth cross-system functionality. •Optimized Cloud Workflows: Migrating and rearchitecting 50+ projects into consolidated microservices within the Oracle Cloud framework. •Cloud-Native Benefits: Leveraging Oracle Cloud’s 24/7 SLA, scalability, and flexibility to reduce reliance on on-premise systems. •Future-Ready Infrastructure: Fully embracing Oracle Cloud’s capabilities to enable innovation and align with organizational growth. Join us to explore how Magic Software’s tools and expertise made this journey to Oracle Cloud successful, delivering a modern, efficient IT foundation for Choctaw Nation. Who Should Attend: IT leaders, integration specialists, and decision-makers considering or actively implementing Oracle Cloud for enterprise modernization. This session is eligible the following CPE credits: NASBA, IIB
Tracks:
Cloud Infrastructure & Technology, Tools & Tech: Digital Platform, Business Analysis
P-050457
JD Edwards Cloud: Key Innovations and Practical Roadmaps for Cloud Migration
Presented by:
John Cecil, Quistor
Abstract:
This presentation explores current Cloud ERP trends, focusing on multi-cloud and hybrid strategies. It discusses leveraging Oracle Cloud Infrastructure (OCI) with other providers for flexibility, cost optimization, and resilience. The adoption of cloud-native applications and microservices architecture with JD Edwards for modular, scalable environments is highlighted. Key benefits of migrating JD Edwards to OCI include scalability, pay-as-you-go models, and cost-control options. Oracle’s security measures, data encryption, and compliance certifications (e.g., HIPAA) are also covered. A phased migration strategy ensures a smooth transition to OCI, starting with non-critical functions. Integration with Oracle tools and third-party applications is detailed, emphasizing data control and process customization. Quistor’s expertise in JD Edwards migrations to OCI is showcased with real-life examples. Real-life cloud success stories demonstrate operational efficiency, cost savings, and agility achieved by other companies. Examples include reduced on-premise maintenance costs and improved system uptime. Finally, the future outlook for JD Edwards in the cloud is discussed, including next-gen OCI infrastructure, Autonomous Database features, enhanced disaster recovery, and high-availability options. This comprehensive overview equips you with the knowledge to optimize your JD Edwards environment for the future. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, Tools & Tech: Digital Platform, JD Edwards Other
P-050476
Fluidmaster’s Data-Driven Journey with Orchestrator and DAS
Presented by:
Miha Blokar, Fluidmaster, Inc.
Abstract:
Fluidmaster, a plumbing manufacturing world leader, maximizes returns by combining a reporting along with orchestrations for a fully automated process. The result is end-to-end, error-free functionality that provides automatic updates, improves speed, and saves expenses with the built-in advantage of JDE validation. Orchestrator coupled with a JDE-centric reporting solution easily links BI to execution without interface programming. Companies often struggle to create a connection between business intelligence and business actions. This link is a powerful tool for organizational transformation, especially in supply chain, production, and advanced warehousing. Help recognize anomalies and improve business function using a combination of BI software and existing JD Edwards expertise. Join Miha Blokar, Senior Business Systems Analyst, as he walks through real-life examples of how Fluidmaster is transforming its organization via a combined solution of reporting and orchestration. • Initiate a document update through Orchestrator • Connect business intelligence to external system via REST API call This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution, Tools & Tech: Digital Platform, JD Edwards Other
P-050483
Harnessing AI for Intelligent Issue Resolution and Log Analysis in JD Edwards EnterpriseOne
Presented by:
Sworna Dunant, Circular Edge
Abstract:
Achieving operational efficiency is crucial for any enterprise application, what better way to do it than using AI? This session will explore innovative use cases for AI, chatbots, and log analysis within JD Edwards EnterpriseOne environments. Attendees will discover how AI can revolutionize the way sysadmins manage and resolve issues by: •Automating Log Analysis: Utilizing AI to parse and interpret log files generated by JD Edwards EnterpriseOne, providing actionable insights and reducing manual effort. •Proactive Issue Resolution: Implementing AI-driven solutions to identify potential issues before they escalate. •Enhanced Root Cause Analysis: Leveraging AI to correlate data from logs and REST API queries, offering a comprehensive view of application status and health. •Intelligent Chatbots: Deploying AI-powered chatbots to assist sysadmins with real-time issue resolution, providing instant access to relevant information and troubleshooting steps. •REST API Integration: Demonstrating how AI can utilize REST API data to monitor application health and status, ensuring continuous system performance and reliability. Join us to learn how integrating AI into your JD Edwards EnterpriseOne infrastructure can transform system administration, enhance operational efficiency, and ensure robust issue resolution. This session will provide practical insights and real-world examples, empowering you to harness the full potential of AI in your enterprise environment. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration, Tools & Tech: Digital Platform, JD Edwards Other
P-050518
To Gen AI or Not to Gen AI: That is NOT the Question
Presented by:
Andrew Bediz, Gideon Taylor
Abstract:
Not all AI is the same. Not all methods of using AI are the same. They are certainly not equally priced or secure. Hundreds of models exist, every software package now includes AI, but do you understand the differences? Which one should you use? What if the secret was not which model or AI, but rather HOW you use them? We will bring over 8 years of experience deploying AI in the enterprise to let you in on some of our secrets. How do you balance data security with functionality? How do you take a user centric approach vs a software vendor approach? This session will start by informing you of the different choices and the pros/cons including GenAI and LLMs. How do you manage the risks and shortcomings in your project? We will conclude with a demo of the possible against the backdropof an Oracle customer. With AI you can choose any two of the following: Cheap, Fast, Good (and Secure). By the end of this session, the choice should be clear. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, JD Edwards Other, PeopleSoft Other
P-050523
EnterpriseOne single sign-on (SSO) options using JWT
Presented by:
Frank Jordan, ERP Suites
Abstract:
EnterpriseOne has provided multiple authentication features in the past. Recently a newer option using JSON Web Token (JWT) can support a variety of identity management products that used to require a proxy/gateway server for Single Sign-on (SSO) This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration
P-050530
Simplifying and Saving Time – Orchestrations to improve efficiency
Presented by:
Anthony Stachowski, MacLean-Fogg Company
Abstract:
In the fast-paced world of automotive manufacturing, efficiency in daily operations is critical to business success. This presentation highlights how orchestrations were developed and implemented to eliminate repetitive tasks and automate processes in all departments. By collaborating with end users and subject matter experts, MacLean-Fogg identified and prioritized business-critical tasks using an impact matrix. The orchestrations focused on reducing click counts, streamlining workflows, resolving common errors, and simplifying start-of-day activities. The result was a significant time savings, improved data accuracy, and reduced manual intervention across essential operations. Tasks that previously slowed down productivity were optimized, freeing up departments to focus on more strategic initiatives while ensuring continuity in daily business operations. This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution
P-050560
How can other industries, such as manufacturing or logistics, apply Emirates Flight Catering’s automation and real-time updates to improve operational efficiency?
Presented by:
M. Ali Nasim, Ephlux
Abstract:
Emirates Flight Catering (EKFC), a leading JDE customer, streamlined operations to drive efficiency. By leveraging JDE applications and automation capabilities, Emirates Flight Catering transformed its workflows across various departments, setting a benchmark for operational excellence. Challenges Emirates Flight Catering faced significant challenges with manual processes for managing in-flight catering orders. Essential details were documented manually, leading to inefficiencies, delays, and difficulties in tracking deliverables, which impacted daily operations. Solutions and Impact EKFC leveraged JDE’s capabilities, including mobile support and real-time updates, to automate critical workflows and significantly improve operations: Inflight Meal Management EKFC automated meal tracking using the JDE Work Order (WO) application, treating each meal as a WO. The solution enables kitchen and floor managers to monitor meal preparation, track waste, and enhance Inventory planning efficiency. Self-Service Maintenance Requests Employees can quickly log and track maintenance issues, leading to faster communication and resolution. HR Leave Approval A mobile-friendly app enables employees and managers to submit and approve sick leave remotely, reducing delays and simplifying processes. Takeaways for JDE Users This session will explore EKFC’s journey and demonstrate how other JDE users can apply similar strategies to their own operations. By leveraging JDE’s mobile & Digital platform capabilities, real-time updates, and scalable solutions, businesses can: Automate manual workflows. Improve communication and tracking across departments. Drive efficiency and enhance operational decision-making. Whether you’re managing complex workflows in manufacturing, service, or logistics, this session will provide practical insights into maximising the potential of JDE Digital platform to transform your operations. This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution, Tools & Tech: Digital Platform, Financial Management
P-050564
High Availability and Disaster Recovery options in Oracle Cloud to meet RPO and RTO requirements
Presented by:
Biju Thomas, Data Intensity
Abstract:
The Oracle Gen 2 cloud is superior, more powerful, and more secure than the Gen 1 cloud. It has been available since 2019 and has seen numerous service and feature additions. One area where significant progress has been made is business continuity. Explore the High Availability and Disaster Recovery solutions available in Oracle Cloud to ensure your business meets its RPO (recovery point objective) and RTO (recovery time objective) requirements. Let’s discuss the benefits of Full Stack Disaster Recovery service on OCI. This updated session includes newer recovery features and enhancements on OCI. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, Tools & Tech: Digital Platform, PeopleSoft Other
P-050566
Multicloud – Oracle’s vision and strategy – Panel Discussion
Presented by:
Biju Thomas, Data Intensity
Abstract:
The upcoming panel will provide an in-depth discussion on the multicloud offerings from Oracle, specifically focusing on Database@Azure, Database@GCP, and Database@AWS. Each segment of the discussion will explore the unique purposes and diverse use cases for these services, demonstrating why organizations should consider adopting Oracle’s Database solutions in their preferred cloud environments. We will delve into the advantages each database service offers, including scalability, flexibility, and integration capabilities, allowing businesses to optimize their operations in the cloud. Additionally, the panel will cover the implementation processes for each service, highlighting best practices and potential challenges that users may face. Furthermore, we will examine the various support and management services offered within each cloud platform, including monitoring, maintenance, and security features that ensure data integrity and compliance. This comprehensive discussion aims to equip attendees with the knowledge necessary to make informed decisions about utilizing Oracle’s multicloud database offerings to enhance their cloud strategies. This session is eligible the following CPE credits: NASBA
Tracks:
Cross Cloud Applications, Cloud Infrastructure & Technology, JD Edwards Other
P-050572
Unlocking the Power of JD Edwards: Securing Leadership Support for Its Continued Relevance
Presented by:
Chris Noack, Granite Construction: Inc.
Abstract:
In an era marked by rapid technological evolution, legacy systems often face skepticism regarding their continued relevance. However, amidst this landscape of change, JD Edwards stands as a testament to enduring power and adaptability. This presentation delves into the strategies for unlocking the full potential of JD Edwards and securing unwavering leadership support. Through a comprehensive exploration of its robust capabilities, seamless integration possibilities, and cost-effective solutions, attendees will gain insights into articulating the indispensable role JD Edwards plays in driving organizational success. From highlighting its agility in meeting modern business needs to showcasing its pivotal role in digital transformation journeys, this session equips participants with the knowledge and tools needed to effectively advocate for JD Edwards within their organizations. Join us as we embark on a journey to safeguard the future relevance of JD Edwards and secure the backing of key stakeholders for its continued utilization and enhancement. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration, Tools & Tech: Digital Platform, JD Edwards Other
P-050604
The Power of Knowing – Delivering blazing-fast JDE performance and rock-solid stability while innovating for the future
Presented by:
James Mackowiak, Edwards Lifesciences
Abstract:
Join business leaders to discover how their businesses benefit from acting on unique production insights based on CatEyes ‘deep, end-to-end transaction’ visibility to significantly enhance performance and ensure business continuity while continuously innovating. We’ll discuss specific real-world examples of Knowing resulting in success such as: -Knowing exactly what caused a performance issue or unexpected functionality in a JDE application, Orchestration, integration, or Job to resolve it quickly. -Knowing the end-to-end, detailed production transaction flow for complex JDE applications, Orchestrations, and integrations to optimize them. Knowing an issue is starting *before* the business is impacted to proactively prevent it. -Knowing Users’ detailed application activities and patterns to improve their experience and productivity. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration, Tools & Tech: Digital Platform, JD Edwards Other
P-050608
Workshop: Task Tracking in Release 24 and Beyond: Solutions to improve efficiency, provide controls, and simplify the user experience
Presented by:
Bryan Rose, Terillium, Inc.
Abstract:
Pre-registration is recommended for participation. Please visit your My Registrations page of your Quest account to add this session to your conference registration. Walk-ups will only be accommodated on site as space allows. Note: Registration is limited to customers only. The JD Edwards EnterpriseOne Release 24 delivered awesome new functionality for Task Tracking – are you effectively using these new tools in your business? This workshop will give you insights into how Task Tracking can be used to drive and guide business process execution, provide process controls and timely notifications, and improve the user experience. We will also go behind the scenes for a high-level review of configuration. – Overview: What is Task Tracking and what does it do? – Designating tasks – Assigning due dates – Status management – Task reminders – Using the Tools: How does Task Tracking work in conjunction with Orchestrations and Workflow? – Demo: Process efficiency improvements for Item Master setup – Demo: Controls and exception management for inbound EDI sales orders – Configuration: Walkthrough of a simple Task Tracking setup Join us as we explore practical applications of Task Tracking and provide insights into how to use the tools in everyday business execution. This is applicable whether you are supporting process improvement, trying to make your business users happier, developing solutions, or managing delivery of those solutions. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: Digital Platform
P-050685
Brazil Tax Reform
Presented by:
Doni Ninan, Oracle
Abstract:
This session will highlight and create awareness of the Brazil Tax Reform, planned by the government to be rolled out in 2026. As a major tax reform, it impacts customers using Brazil localizations. This session will help customers prepare for the transformation and alleviate many of their questions/concerns. This session is eligible the following CPE credits: NASBA
Tracks:
Financial Management, JD Edwards Other
P-050686
Accelerate Your Sustainability Journey with the JD Edwards Sustainability Framework
Presented by:
Shruti Ghatage, Oracle
Abstract:
As sustainability requirements continue to grow, organizations need efficient solutions to capture, manage, and report environmental data with accuracy. The JD Edwards Sustainability Framework enables businesses to streamline and automate environmental data collection for stationary and mobile combustion (Scope 1) and purchased energy (Scope 2). With seamless integration capabilities with any carbon calculation and reporting tools including Oracle EPM, the framework provides a comprehensive, end-to-end sustainability solution. Join this session to explore the JD Edwards Sustainability Framework’s latest enhancements and future roadmap, and discover how it empowers you to achieve sustainability goals more efficiently and effectively. This session is eligible the following CPE credits: NASBA
Tracks:
JD Edwards Other
P-050687
Monitor and Measure Your Production Order to Cost Update Process with a Preconfigured EnterpriseOne Page
Presented by:
Dave Greiner, Oracle
Abstract:
Visibility and collaboration are vital for optimized planning and execution of production operations. Attend this session for a review of a new, preconfigured EnterpriseOne page that presents a summarized picture of the overall health of the manufacturing process enabling stakeholders to quickly identify risks and respond strategically. It provides real time alerts for exception conditions and direct access to inquiry and update applications in the context of a process flowchart, along with some graphical KPIs. This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution
P-050688
Cumulative Value of EnterpriseOne Financials
Presented by:
Angelin Isaac, Oracle
Abstract:
This session will provide an overview of new features to improve the user experience within JD Edwards EnterpriseOne, make your financial users more productive, meet global accounting standards, and ensure financial data accuracy. We’ll also give you a peek into future innovations. This session is eligible the following CPE credits: NASBA
Tracks:
Financial Management
P-050689
Two-Way Voucher Match Automation in EnterpriseOne Procurement
Presented by:
Angelin Isaac, Oracle
Abstract:
JD Edwards continuously delivers new features that enhance the voucher match automation processes. This session covers the new Two-Way Voucher Match Automation. This session will also include cumulative value of 9.2 enhancements in Procurement that help you maximize efficiency. Join us as we explore what’s possible with JD Edwards today to transform key business processes and empower your organization to conquer challenges and thrive in the digital business economy. This session is eligible the following CPE credits: NASBA
Tracks:
Financial Management
P-050690
Advanced Pricing for Sales and Procurement
Presented by:
Ervin Rhodes, Oracle
Abstract:
JD Edwards Advanced Pricing is a powerful module capable of managing challenging pricing scenarios that are ever present in today’s global market. With so many features to offer, it is easy to overlook what you could use to your advantage along with new enhancements that have been added to the overall cumulative value of Advanced Pricing 9.2. Join this session to be reminded of hidden gems and to learn more about these new capabilities to help address your price adjustment requirements in Procurement. This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution
P-050691
Order Management Cumulative Value
Presented by:
Ervin Rhodes, Oracle
Abstract:
JD Edwards continuously delivers new features that enable you to optimize your order fulfillment processes. The cumulative value of Applications 9.2 enhancements in JD Edwards Order Management help you maximize the efficiency of your order fulfillment operations. You will learn about enhancements to modules such as Advanced Pricing, Sales Order Management, Agreement Management and more. These functional enhancements along with UX One, Orchestrator, and Enterprise Automation improve the efficiency of the order management process. Join us as we explore what’s possible with JD Edwards today to transform key business processes and empower your organization to conquer challenges and thrive in the digital business economy. This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution
P-050692
Logistics Cumulative Value
Presented by:
Ervin Rhodes, Oracle
Abstract:
Innovation and transformation are the keys to a thriving business. JD Edwards EnterpriseOne 9.2 combines business and technology trends to deliver features that enable you to optimize your logistics processes. The cumulative value of enhancements in JD Edwards Logistics can help you improve the efficiency of your logistics operations. Functional enhancements along with UX One, Orchestrator, and Enterprise Automation will inspire you to re-imagine how this is possible. This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution
P-050693
Strengthening Your Plan-to-Produce Process with EnterpriseOne 9.2 Enhancements
Presented by:
Dave Greiner, Oracle
Abstract:
There are opportunities for process improvements that are available within the software you already own! This session will highlight some of the many new and not-so-new features delivered in EnterpriseOne 9.2 that can be easily leveraged to simplify, automate and improve your overall plan-to-produce process. This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution
P-050694
Optimize Asset Performance with JD Edwards Capital Asset Management
Presented by:
Shruti Ghatage, Oracle
Abstract:
Effective capital asset management is crucial for organizations seeking to enhance operational efficiency and extend asset lifespans. JD Edwards EnterpriseOne Capital Asset Management provides a comprehensive solution to gain real-time visibility, improve decision-making, and optimize asset performance. Join this session to uncover the latest enhancements in JD Edwards Capital Asset Management, along with future updates designed to help businesses identify inefficiencies, reduce costs, and improve asset reliability. This session is eligible the following CPE credits: NASBA
Tracks:
JD Edwards Other
P-050695
Legislative Enhancements in HCM – US and Canadian Payroll
Presented by:
Vijayaraghavan Rajagopalan, Oracle
Abstract:
This session will discuss legislative changes in EnterpriseOne 9.2 that will help manage income tax calculations for US and Canada. Additionally, the session will keep you informed about changes and updates to EnterpriseOne, made to ensure compliance with government reporting for State Unemployment Insurance (SUI), Quarterly Wage reports, and Year End reporting. The enhancements implemented for specific countries, states/provinces and counties will be shared in the session. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management
P-050696
Orchestrator Product Updates from JD Edwards Engineering
Presented by:
A.J. Schifano, Oracle
Abstract:
Hard to believe, but it’s true: Orchestrator is soon turning 10 years old! And it’s still getting better thanks to your enhancement requests, new technologies, and a good bit of ingenuity from the JD Edwards product development team. In this session, we will take a look at yet another year’s worth of enhancements to the tool that’s changing how customers use their EnterpriseOne system. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: Digital Platform
P-050697
Digital Platform Product Updates from JD Edwards Engineering
Presented by:
Haiyan Wang, Oracle
Abstract:
The JD Edwards digital platform continues to be the framework for no-code/low-code extensions without the burden of heavy customizations. Spanning the areas of user experience, extensibility, and process automation, the digital platform has enabled customers to optimize their EnterpriseOne systems quickly and easily without deep technical skills. In this session, we will review and demonstrate cool enhancements to the digital platform over the past year. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: Digital Platform
P-050698
Enterprise Process Modeler – Functional Deep Dive
Presented by:
Haiyan Wang, Oracle
Abstract:
The journey toward Enterprise Automation has been unfolding over the past several releases of JD Edwards EnterpriseOne. Feature-by-feature, the roadmap continues to unfold, bringing you enhancements that help you analyze your data and discover potential process improvements. Release 25 introduced the most significant feature yet: the Enterprise Process Modeler. In this session, we will explore this new tool in depth. How can I create a process model? Where does the data come from? What does it reveal? You’ll be amazed at how much functionality is packed into this first release, and the JD Edwards product development team is looking for your ideas about where to take it from here. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: Digital Platform
P-050699
Lighten Up: Using the JD Edwards Digital Platform to Shed Customizations and Build No-code Extensions
Presented by:
Aaron Johnson, Oracle
Abstract:
Is your JD Edwards EnterpriseOne system carrying a bit too much “weight”? Is it huffing and puffing each time it ascends the stairs to a new release? Perhaps it’s time to shed some unnecessary baggage and get fit for agility. The first step is to hop on the scale, in other words, run the Decustomizer Analysis Report. Then, a healthy dose of the JD Edwards digital platform will help you shed those unnecessary customizations and build no-code extensions to keep your system fit and nimble. In this session, we will explore several practical examples of how to lighten up your EnterpriseOne system for an agile future. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: Digital Platform
P-050700
EnterpriseOne Widgets
Presented by:
Aaron Johnson, Oracle
Abstract:
You’ve heard of One View Watchlists, right? Pretty cool, pretty easy: you create a query over a grid, the query returns some number of rows, and the count of those rows shows up on the EnterpriseOne user interface as a badge or a flag. Simple enough. But, what if that number could come from the output of an orchestration? What if that number didn’t even have to be just a number? What if the visualization itself didn’t have to be just a badge? Maybe a bar chart or a pie chart? Think of the possibilities. Introducing EnterpriseOne widgets! Come to this session to see how easy and powerful this latest enhancement to the JD Edwards digital platform can be. Bet you can’t stop fidgeting. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: Digital Platform
P-050701
Logic Extensions: Something Old, Something New
Presented by:
Haiyan Wang, Oracle
Abstract:
The JD Edwards EnterpriseOne extensibility framework is the no-code approach to extending your EnterpriseOne system at every layer: user interface, data, and thanks to logic extensions, even the logic layer. It’s programming without coding. In this session, we will explore the power of logic extensions, the various approaches to applying them to solve business problems, and the latest enhancements. No JD Edwards development experience required to join the session. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: Digital Platform
P-050702
Enabling JD Edwards to Access OCI AI Services with Orchestrator
Presented by:
Prashanth Thimmavajjala, Oracle
Abstract:
Join this session to learn how JD Edwards can enable you to take advantage of Oracle’s investment in AI using Orchestrator. Learn about the JD Edwards strategy for AI and key resources to help you get started on your journey with Oracle AI. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: Digital Platform
P-050705
Getting the Most from Your Oracle Support Investment
Presented by:
Boon-Long Ng, Oracle
Abstract:
This session will highlight proactive support services, tools and resources to assist with faster issue resolution. Join our Support leaders to learn how you can get more value from your investment with Oracle Support. This session is eligible the following CPE credits: NASBA
Tracks:
JD Edwards Other
P-050706
Enterprise Automation: We’re on Our Way
Presented by:
A.J. Schifano, Oracle
Abstract:
The journey toward Enterprise Automation has been unfolding over the past several releases of JD Edwards EnterpriseOne. Feature-by-feature, the roadmap continues to unfold, bringing you enhancements that help you analyze your data and discover potential process improvements. Release 25 introduced the most significant feature yet: the Enterprise Process Modeler. In this session, we will discuss and demonstrate how the various features of the JD Edwards digital platform can help you achieve the Enterprise Automation cycle of Ingest > Model > Analyze > Solve > Measure to establish a practice of vigilance and continuous improvement in your processes This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: Digital Platform, JD Edwards Other
P-050707
Enterprise Automation Roundtable
Presented by:
A.J. Schifano, Oracle
Abstract:
The journey toward Enterprise Automation has been unfolding over the past several releases of JD Edwards EnterpriseOne. Feature-by-feature, the roadmap continues to unfold, bringing you enhancements that help you analyze your data and discover potential process improvements. Release 25 introduced the most significant feature yet: the Enterprise Process Modeler. In this session, we will hold an open round-table discussion about recent and planned enhancements and where to take the Enterprise Automation roadmap next. Bring your wish list. This session is eligible the following CPE credits: NASBA
Tracks:
JD Edwards Other
P-050708
JD Edwards to Cloud: Maximizing your Oracle Investments
Presented by:
Ward Quarles, Oracle
Abstract:
Is now the time to evolve your business and adapt Oracle Cloud Applications? Join us to understand your JD Edwards and Cloud options, including how to run JD Edwards on Oracle Cloud Infrastructure, surround JD Edwards with Fusion Cloud Applications, or migrate to Fusion Cloud Applications. Oracle provides you with choices for adopting Oracle Cloud. Learn how JD Edwards customers are leveraging Oracle Cloud and where you can go next in your journey to the cloud. This session is eligible the following CPE credits: NASBA
Tracks:
JD Edwards Other
P-050709
JD Edwards Integration with Fusion EPM
Presented by:
Chandrasekhar Patarlapalli, Oracle
Abstract:
Oracle Fusion Cloud Enterprise Performance Management (EPM) helps you analyze, understand, and report on your business. This session will help you understand the process of integrating data from JD Edwards EnterpriseOne with Oracle Cloud EPM. We will also demonstrate how to create a drill-down to a source system without a landing page. This session is eligible the following CPE credits: NASBA
Tracks:
JD Edwards Other
P-050712
JD Edwards System Administration Update and Roadmap
Presented by:
Clayton Seeley, Oracle
Abstract:
Calling All Block Heads! This session will outline all the cool innovations that concern JD Edwards System Administration. We’ll illustrate innovations to simplify and automate administration tasks that continue to lower the bar for Total Cost of Ownership. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration
P-050713
Leverage JDE Update Manager to Understand Updates and Stay Code Current to Future-Proof Your JD Edwards EnterpriseOne Installation
Presented by:
Clayton Seeley, Oracle
Abstract:
JD Edwards Update Manager has simplified the process of staying current. This is a must-attend session to understand how: 1. Improvements made to limit and better define the testing impact and scope. 2. Improvements made by moving it to the web; benefits of not needing a development client, enabling better automation and scheduling. 3. Improvements made to record keeping by bringing that activity into the tool (special instructions, parent/child and impact on customizations). This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration
P-050714
Realize Lower TCO Advantages of Oracle Enhancements to Web OMW and a Simplified Development Client
Presented by:
Clayton Seeley, Oracle
Abstract:
Oracle continues to invest in new and alternative methods for developers and administrators to create and manage objects through the lifecycle utilizing Web OMW while also organizing simplified creation of the standard Development Client. Learn about how these two strategies are progressing and enhancing the productivity of these user groups for all customers. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration
P-050715
Hidden Gems in Server Manager and System Administration
Presented by:
Clayton Seeley, Oracle
Abstract:
Go mining into Server Manager to find potential hidden gems that you may have missed in the EnterpriseOne 9.2 release. This session will highlight a number of recent enhancements including External APIs, Centralized Configuration, and Self-Service Password Reset that Oracle has provided to continually lower the TCO bar with every release. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration
P-050716
The CFO & CIO Playbook: Aligning IT Strategy with Business Growth
Presented by:
Jeffrey Eberhard, Oracle
Abstract:
In today’s fast-changing landscape, CFOs and CIOs must collaborate to drive digital transformation while balancing costs, risks, and innovation. This session explores strategies for aligning IT investments with business growth, reducing technical debt, and accelerating cloud adoption Executives will gain insights into how leading organizations are balancing cloud, cybersecurity, and regulatory challenges while optimizing their investments in JD Edwards EnterpriseOne. This session is eligible the following CPE credits: NASBA
Tracks:
JD Edwards Other
P-050719
Digital Transformation Strategies with AI/ML and GenAI for Oracle JD Edwards and PeopleSoft Users
Presented by:
Jeffrey Eberhard, Oracle
Abstract:
AI is everywhere; it is disrupting every business within every industry today. Most customers we speak with are convinced that AI is transformational. However, as businesses, they’re looking for tangible outcomes from AI. They want to enhance customer experiences, improve decision-making, and reduce costs. They’re not only looking to optimize their processes but to transform their business by discovering key patterns and trends to develop new products that will help them to gain a competitive advantage and expand their market share. The good news: 92% of large companies report ROI on their data and AI investments. Whether you are hosting on-premises or already operating in the cloud, join us for strategies to gain new insights, drive efficiency, and scale AI/Gen AI across your business to achieve more than ever with your existing Oracle JD Edwards and PeopleSoft applications. This session is eligible the following CPE credits: NASBA
Tracks:
Cross Cloud Applications, JD Edwards Other, PeopleSoft Other
P-050720
Technical Deep-Dive: Enabling Natural Language Query for JD Edwards
Presented by:
Dave Geoffrion, Oracle
Abstract:
Today, JD Edwards customers can gain new insights, drive efficiency, and scale AI across their business to achieve more than ever before with their existing enterprise applications. OCI Generative AI is a managed service available through API to seamlessly integrate Large Language Models (LLMs) into a variety of enterprise use cases. It is an easy to use, fully managed service for using generative AI. Join this session for best practice architecture designs and solution demos, illustrating how you can use OCI GenAI services together with JD Edwards to enhance operational efficiency, customer experiences, and production quality. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, JD Edwards Other
P-050721
Unlock Your JD Edwards and PeopleSoft Data’s Full Potential with a Multicloud Strategy
Presented by:
Dave Geoffrion, Oracle
Abstract:
In the past, companies have struggled with access to their most useful data, which is often kept in on-premises databases. Now, whether your workload runs on a hyperscale cloud or on-premises, you can access your data platform consistently, with the push of a button. Join us to discover how you can gain the flexibility you need to run your JD Edwards and PeopleSoft workloads where you want. This is a result of the partnerships that have enabled Oracle Cloud Infrastructure (OCI) to expand its presence in the multicloud landscape, and to offer Oracle Database and associated services based on Exadata on Amazon Web Services, Microsoft Azure, and Google Cloud. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, JD Edwards Other, PeopleSoft Other
P-050728
The Paradox of the IT Leader: Balancing Stability and Innovation in 2025
Presented by:
Craig Crawford, Allari
Abstract:
This presentation addresses the critical challenges enterprise IT leaders face as they navigate the conflicting demands of operational stability and transformative innovation. John, founder of Allari, will unpack the “IT Leadership Paradox,” which forces leaders to make difficult prioritization decisions that impact their ability to deliver consistent performance while driving growth. The session explores systemic barriers within IT organizations, including resource limitations, recurring inefficiencies, and the reactive cycles that hinder progress. It also examines the ethical responsibility of vendors in aligning their solutions with the readiness of IT organizations, emphasizing the need for sustainable innovation practices that deliver long-term value rather than short-term fixes. With actionable insights, the keynote will provide strategies for leveraging metrics like Change Success Rate (CSR) and Throughput of Effective Change (TEC) to build trust, demonstrate IT’s value, and transform operations. The discussion will highlight the role of “footholds”—incremental adjustments that stabilize operations and create the capacity for innovation—helping IT leaders position their teams as strategic enablers of organizational success in 2025 and beyond. This session offers a framework for balancing stability and innovation while fostering ethical collaboration between IT leaders and vendors This session is eligible the following CPE credits: NASBA
Tracks:
JD Edwards Other
P-050730
ACRA Suite : AI based Automation in the Cloud
Presented by:
Darwin Thangappan, ASIR Inc.
Abstract:
ACRA Suite is a cutting-edge cloud platform that leverages artificial intelligence to automate and optimize business processes with unmatched precision. Designed for enterprises seeking efficiency and scalability, ACRA Suite streamlines operations by intelligently managing workflows, reducing manual intervention, and boosting productivity. This session is eligible the following CPE credits: NASBA
Tracks:
JD Edwards Other
P-050732
JD Edwards Business Continuity, High Availability, and Disaster Recovery in the Public Cloud
Presented by:
Colin Dawes, Syntax Systems USA: LP
Abstract:
In today’s always-on business environment, ensuring the resilience of your JD Edwards (JDE) EnterpriseOne system is critical. This webinar explores best practices for Business Continuity, High Availability, and Disaster Recovery (BC/HA/DR) in the public cloud across platforms like Oracle Cloud Infrastructure (OCI), AWS, Azure, and Google Cloud (GCP). Join this webinar as we discuss: •Strategies to minimize downtime and ensure seamless operations •High Availability architectures for JD Edwards in the cloud •Disaster Recovery planning and execution across multiple cloud providers •Real-world success stories As you look to enhance your JD Edwards resilience, this session will provide valuable insights to safeguard your mission-critical applications This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration, Tools & Tech: Digital Platform, JD Edwards Other
P-050733
Autonomous AP: How to Revolutionize Your Invoice Processing
Presented by:
Daniel Shore, Medius Software Inc
Abstract:
Managing hundreds, thousands, or even tens of thousands of invoices can overwhelm any AP department. From chasing approvals to managing phone inquiries and missing early payment discounts, the inefficiencies can add up fast. However, with autonomous AP solutions, organizations can revolutionize their financial operations. Imagine processing more than half of your annual invoices without human intervention. With AI and automation, touchless invoice capture becomes a reality, freeing your team to focus on higher-value tasks. This session discusses how to achieve: Enhanced Fraud Detection: Leverage AI to identify suspicious transactions before they become issues. Faster Payment Processing: Reduce manual effort and ensure timely payments, unlocking potential discounts. Improved Liquidity: Optimize cash flow with streamlined processes and better payment management.
Tracks:
Financial Management, Financials & Supply Chain Management (FSCM), Finance & SCM
P-050734
Integrating JD Edwards with Microsoft Applications: Teams, Mobility, Workflow, Integration
Presented by:
Pontus Strindlund, Syntax Systems USA: LP
Abstract:
Unlock the full capabilities of JD Edwards (JDE) EnterpriseOne by seamlessly integrating it with the Microsoft ecosystem. This webinar explores how organizations can enhance productivity, collaboration, and automation by connecting JDE with Microsoft Power Platform and Microsoft 365. Join this webinar as we discuss: •Enhancing collaboration with Microsoft Teams for JDE data •Enabling mobile and offline access to JDE data •Leveraging Agents to optimize your JDE workloads •Best practices for integrating JDE with Power Platform Whether you are looking to streamline workflows, improve decision-making, or modernize your JDE environment, this session will provide valuable insights to help you drive efficiency and innovation. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration, Tools & Tech: Digital Platform, JD Edwards Other
P-050736
Enhancing Engineering Efficiency through CADLink and Oracle ERP Integration
Presented by:
Sally D’Angelo, QBuild Software
Abstract:
Discover the full potential of CADLink’s seamless integration with Oracle Cloud and JD Edwards, revolutionizing your engineering processes! CADLink, a bi-directional CAD-ERP integration tool synchronizes your CAD/PDM/PLM systems with Oracle ERPs. It streamlines processes by creating, comparing, and adjusting BOM and item data with just a click. Experience a new level of proficiency with the team at QBuild Software, providing expert assistance, responsive support, and customized solutions. Boost your engineering workflows by teaming up with QBuild and enabling a comprehensive integration with Oracle ERPs through CADLink.
Tracks:
Manufacturing & Distribution
P-050738
How Top Performers Automate JDE localization and e-invoice challenges in Latin America and Europe
Presented by:
William Stetter, ITCROSS LLC
Abstract:
Global ERP implementations face compliance challenges in Latin America and Europe. Know about the automation approach that combined with localization and tax accelerators achieve the best results on a rollout project. Discover the unique and configurable integration for the e-invoice requirement that can be applied in Latin America and Europe, alowing global companies to simplify maintenance and frequent law changes. Find out how other customers solve post-go-live support in these regions. Learn how international companies can deliver efficient JD Edwards Designs to locations abroad.
Tracks:
Financial Management, Manufacturing & Distribution, Tools & Tech: Digital Platform
P-050745
Granite’s Compliance Upgrade: Streamlined and at a Fraction of the Cost
Presented by:
Dr Frosoulla Kofterou, ALLOut Security
Abstract:
Managing a Segregation of Duties (SoD) ruleset in JD Edwards is often complex and time-consuming, but it doesn’t have to be. Within hours of implementing ALLOut, Granite Construction achieved full visibility into SoD conflicts, after struggling for years to identify and report on risk using another solution. Leveraging out-of-the-box tools, Granite transitioned at just 25% of their previous investment, taking control of compliance goals, streamlining audits, and tailoring security rules. In this case-study, discover how to implement compliance strategies for immediate impact and sustained long-term success, with firsthand guidance from Granite’s in-house team. This session is eligible the following CPE credits: NASBA
Tracks:
Financial Management, Tools & Tech: System Administration, Tools & Tech: Digital Platform
P-050746
Denovo and Ephlux: The Value of No-Code + AI
Presented by:
Rachpal Brar, Denovo
Abstract:
Join us for an exciting and informative session where Denovo’s SVP and Ephlux’s CEO come together to showcase the transformative potential of no-code automation. Ephlux will provide a full demo of their innovative no-code platform, Swift, empowering business analysts to rapidly build custom enterprise-grade applications without traditional coding. Witness firsthand how this technology can streamline processes, reduce development cycles, and eliminate technical debt. Denovo, with their extensive experience and expertise in JD Edwards, will highlight how their solutions integrate seamlessly with Ephlux’s no-code automation to enhance efficiency, scalability, and flexibility. Discover how Denovo’s managed cloud application services and pre-built mobile apps and web portals tailored for JD Edwards can revolutionize your business operations. Don’t miss this opportunity to see the future of automation in action and learn how Denovo and Ephlux can help you achieve future-proof success. Whether you’re a seasoned professional or new to JD Edwards, this session promises to be engaging, insightful, and full of practical takeaways.
Tracks:
Tools & Tech: System Administration, Tools & Tech: Digital Platform, JD Edwards Other
P-050753
Ask and They will Answer – Quick-fire Q&A with JDE Security and Compliance Pros
Presented by:
Linda Nelson, ALLOut Security
Abstract:
Do you have an upcoming security project, feel your team is spending too much time on maintenance, need to reduce access risk, or simply want the auditors to go away? Bring your burning questions to receive tailored advice from our panel of industry professionals or simply join us to learn what others are facing. We will make sure that you walk away with next steps, best practices, and tips you can use immediately. This fast-paced Q&A session will provide trusted guidance along with a little fun from our panel of customers and consultants.
Tracks:
Financial Management, Tools & Tech: System Administration
P-050756
What to Know About Modernizing Your ERP Platforms
Presented by:
Jason Zolczynski, Navisite, a part of Accenture
Abstract:
As your business grows and evolves, determining the right time for an ERP upgrade can be challenging. How can you take control and identify key considerations to optimize timing, strategy, and impact? Join Navisite, part of Accenture’s Senior Manager of Oracle Consulting, Jason Zolczynski, as he shares valuable lessons and strategies based on decades of collective experience guiding clients through hundreds of ERP upgrades, migrations, and implementations. This presentation will provide attendees with: •Key considerations for deciding whether and when to modernize your Oracle platforms. •Practical, real-world insights to help map out your upgrade and/or migration plans. •Tips for articulating the benefits and gaining buy-in for your ERP strategy from business and technology leadership. No matter where your organization is on its ERP journey, this session will help you develop an actionable long-term approach for modernizing and maximizing your Oracle investments while continuously improving the end-user experience. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, JD Edwards Other, PeopleSoft Other
P-050758
ClickLearn: Training, Digital Adoption, and Automated Process Testing in One Solution
Presented by:
Daniel Garcia, ClickLearn
Abstract:
Are you upgrading to a new Oracle platform and concerned about cumbersome user instruction updates, user adoption challenges, or finding ways to empower your workforce within the new environment? Or are you simply unhappy with your current training materials and onboarding process? Perhaps you’re also wondering: who will test and sign off on the newly implemented processes before going live? During this session, we will demonstrate how to: · Accelerate User Productivity: Deliver intelligent, customized employee training in 7 different learning formats and 100+ local languages to support your Oracle end users. · Virtual Assistant: Provide on-screen guidance directly within your Oracle business systems, helping users navigate processes seamlessly and perform tasks accurately. · Streamline Content Creation: Create effective, accurate documentation quickly to support high process accuracy and training success. · Keep Training Evergreen: Ensure all employees always have access to the latest version of work instructions with automatically updated materials. · Upgrade With Confidence: Use Automated Process Testing to deliver accurate, repeatable, and high-quality testing, reducing time to go live. Join us to see how ClickLearn simplifies the upgrade journey, supports Oracle users, and drives operational success! This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration, Tools & Tech: Digital Platform, Professional Development
P-050759
Reimagining JD Edwards: Real-World AI & Automation in Action
Presented by:
Stephen Kassay, GSI
Abstract:
AI and automation are redefining how businesses leverage JD Edwards to drive efficiency, agility, and innovation. In this session, we’ll explore how AI-powered automation is transforming business operations through real-world stories. Our experts will demonstrate how AI-driven bots, orchestrations, and intelligent automation are being practically applied within JD Edwards to optimize workflows, reduce human error, and improve decision-making across finance, supply chain, and operations. Whether you’re aiming to boost user productivity, streamline processes, or cut costs, you’ll gain actionable insights into integrating AI into your JDE environment to stay ahead of the curve. Key Takeaways: Using AI to reduce Manufacturing Transportation Cost: Automate key operations and improve productivity by using AI to forecast and analyze transportation costs. By examining historical shipment data, fuel trends, and routing patterns, unlock better logistics planning and cost control. Using AI to help deduplicate Item Master in JDE: See how AI is able to read schematic drawings, extracting detailed item data and auto-populating JDE Item Master. This use of computer vision and NLP greatly reduces manual entry and improves accuracy in product setup. AI-Powered Decision-Making: Understand how intelligent automation helps businesses make faster, more informed, data-driven decisions across departments. Your Business & AI: Walk away with strategies and best practices for integrating AI into your JD Edwards system for maximum business impact. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration, Tools & Tech: Digital Platform, JD Edwards Other
P-050760
The Data Jedi’s Playbook: Wielding the Leading Data Technologies for True Enterprise Intelligence
Presented by:
David Kettinger, QuickLaunch Analytics
Abstract:
Is your organization navigating a galaxy of data, struggling to pinpoint the insights that truly drive business value? Traditional ERP reporting tools are like ancient star charts – offering limited views in a universe of untapped potential. It’s time to awaken your inner Data Jedi. In this session, we will equip you with the “Data Jedi’s Playbook,” revealing how to master today’s most powerful data technologies—Databricks, Fivetran, Microsoft Power BI, and Fabric—to transform your data strategy from reactive reporting into a force for proactive, insight-driven action. Prepare to master four core ‘Data Jedi’ techniques that will enable you to turn data into your most powerful ally: 1.Conquer Data Silos: Learn how automated data pipelines can unify fragmented data from every corner of your enterprise, including complex ERP systems, bringing order to your data galaxy. 2.Master the Modern Data Lakehouse: Understand how to wield Databricks and Microsoft Fabric to build a flexible, AI-ready Data Lakehouse foundation, unlocking advanced analytics and future-proofing your business intelligence capabilities. 3.Build Your Single Source of Truth: Discover how to forge robust, enterprise-grade Power BI data models that illuminate the path to clarity and serve as the bedrock for trusted decision-making. 4.Empower Your Entire Organization: Implement strategies to launch a thriving self-service analytics environment, turning every team member into a data-empowered decision-maker. Join us to learn how other Oracle ERP customers have harnessed these forces to drive positive business outcomes. You’ll leave equipped with an actionable framework to achieve true enterprise intelligence and become a master of your data domain.
Tracks:
Cloud Infrastructure & Technology, Tools & Tech: Digital Platform, PeopleTools
P-050787
You’re running SQL Server for JD Edwards on OCI? WTF (What about Tech Foundation)?!
Presented by:
Rachpal Brar, Denovo
Abstract:
This presentation explores Dermalogica’s recent journey in re-platforming its JDE database from Oracle to SQL Server on Oracle Cloud Infrastructure (OCI). The session delves into the strategic decision-making process, cost implications, and technical outcomes of the project. Key drivers behind the switch to SQL Server included licensing considerations, cost-efficiency, and alignment with Dermalogica’s IT strategy. Attendees will gain insights into the comparative performance metrics observed post-migration, highlighting SQL Server’s capability to meet Dermalogica’s operational needs while delivering notable cost savings. The discussion will also cover the intricacies of the go-live cutover process, which included meticulous planning and execution to ensure minimal downtime and a seamless transition. Additionally, the presentation will examine the impact of database compression on storage optimization and overall performance, demonstrating significant improvements in resource utilization. This session provides valuable lessons for organizations considering JD Edwards upgrades, cloud migrations, or database re-platforming projects, offering a comprehensive view of the technical, financial, and operational factors involved. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration, Tools & Tech: Digital Platform, JD Edwards Other
P-050789
Transforming Financial Reporting in Powersports: Leveraging Oracle EPM Cloud for Agility and Precision
Presented by:
Abhi Raina, Denovo
Abstract:
In the fast-paced world of powersports aftermarket products, agility and precision in financial reporting are critical to driving growth and informed decision-making. One JD Edwards customer faced mounting challenges managing their financial reporting processes across a patchwork of spreadsheets—resulting in inefficiencies, slow reporting cycles, and data integrity concerns. To address these challenges, they partnered with Denovo’s Oracle consulting team to implement a modern, scalable, and integrated financial reporting solution using Oracle Enterprise Performance Management (EPM) Cloud. This transformation replaced manual, spreadsheet-driven processes with a centralized, automated platform that delivers speed, accuracy, and strategic insights across the organization. In this session, we’ll share how the solution was designed and deployed, explore the tangible business outcomes it delivered, and highlight key lessons learned along the way. Attendees will walk away with actionable recommendations for how JD Edwards customers—especially those reliant on spreadsheets—can leverage Oracle EPM to modernize and future-proof their financial reporting environments. This session is eligible the following CPE credits: NASBA
Tracks:
Finance & SCM, Cloud Infrastructure & Technology, JD Edwards Other
P-050805
Unlock Oracle Cloud and JDE potential with GenAI agents for transformative benefits
Presented by:
Pradip Das, Birlasoft, Inc.
Abstract:
This session will delve into integrating Oracle Cloud and JD Edwards (JDE) with Generative AI (GenAI) agents, highlighting the transformative benefits for businesses. Attendees will get to explore how GenAI can enhance data processing, automate routine tasks, and provide predictive analytics, leading to improved efficiency and decision-making. The session is designed for IT professionals, business leaders, and decision-makers looking to optimize their enterprise resource planning (ERP) systems and cloud solutions. Attendees will learn how to harness the power of GenAI to unlock new capabilities within Oracle Cloud and JDE, ultimately achieving greater operational agility, cost savings, and competitive advantage. We will also showcase Martin Marrietta’s success story, explaining how it is benefiting from GenAI and other digital capabilities to modernize its JDE ERP platform. By the end of the session, participants will have a clear understanding of the benefits and steps required to successfully integrate these advanced technologies into their organization’s ERP platform.
Tracks:
Cross Cloud Applications, Manufacturing & Distribution
P-050844
EnterpriseOne Integration-Ready from Day One: Build No-Code Apps That Connect to Any Cloud or Workflow
Presented by:
Richard Garraputa, Denovo
Abstract:
Say goodbye to siloed systems and expensive custom integrations. Swift’s no-code platform offers pre-built connectivity to popular cloud and on-premise apps, enabling business users to build powerful solutions that sync across platforms—EnterpriseOne, SAP, Salesforce, HubSpot, Jira, and more. Join us to see how “build once, connect anywhere” becomes a reality. This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration, Tools & Tech: Digital Platform, JD Edwards Other
P-050878
Announcing Capital Asset Management Plus (CAM+) for JD Edwards EnterpriseOne Release 25!
Presented by:
Ben Brown, Asset Management Solutions
Abstract:
Release 25 CAM Performance Plus (CAM+) leverages the digital transformation capabilities of EnterpriseOne Release 25 along with substantial application enhancements to deliver the single greatest increase in Operations and Maintenance capabilities since the EnterpriseOne 9.0 release. Some key innovation delivered with Release 25 CAM+ includes intuitive user interfaces, native improvements in searching applications to eliminate the need for customizations, automation that eliminates manual steps, optimization for continuous adoption, and solutions that enable you to maintain compliance with regulatory requirements. Newly added functionality for EnterpriseOne Release 25 includes: •Asset/Component management and component rebuild module •Item and Equipment specification searching •Printing of WO and PO documents inclusive of Media Object attachments •Flexible Purchase Order approval routing based on organization and Purchasing approval delegations •Many, many more functional improvements This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution
P-050879
New for EnterpriseOne CAM – Maintenance Protocols
Presented by:
Ben Brown, Asset Management Solutions
Abstract:
Routine Preventative and Predictive maintenance covers a variety of procedures and disciplines which can include Inspection Routes, Calibration Checks, Walkdowns, Checklists, and other pre-defined procedures. Often times it is necessary to gather instrumentation readings, photographs, condition assessments, and other data which can be used to drive follow up Corrective action WO’s or KPI’s and Machine Learning/Artificial Intelligence analytics. With the introduction of the NEW Maintenance Protocols application, JD Edwards CAM is now capable of establishing pre-defined, multi-step Protocols, tying these protocols to Equipment, PM’s, and WO’s, and facilitating the collection of data gathered during the performance of the protocol. Please join us to explore this exciting new addition to EnterpriseOne CAM. This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution
P-050881
JD Edwards Workshop: Orchestrator Studio Fundamentals – A Practical Introduction for Business Analysts & Developers
Presented by:
Quyen Tran, The MASYC Group, Inc.
Abstract:
Pre-registration is recommended for participation. Please visit your My Registrations page of your Quest account to add this session to your conference registration. Walk-ups will only be accommodated on site as space allows. Note: Registration is limited to customers only. This hands-on workshop is designed to introduce participants to the core capabilities of JD Edwards Orchestrator Studio, with a strong focus on the foundational components that business analysts can immediately put to use. Whether you’re new to Orchestrator or looking to deepen your understanding, this session will give you the tools to start building smarter, more efficient business processes. Participants will learn how to build orchestrations using key components such as service requests, rules, form requests, and notifications. Through guided, hands-on exercises, you’ll gain the skills to automate data collection and updates, trigger alerts, and improve operational efficiency within JD Edwards EnterpriseOne—all without writing code. For developers, the workshop will also provide a high-level overview of how Orchestrator can be extended through custom logic, external API integrations, and orchestration inputs/outputs—demonstrating the flexibility and power of the tool when more advanced customization is needed. *Please bring a laptop with access to a browser as well as access to your own EnterpriseOne environment and Orchestrator Studio instance for the same E1 environment to this session to participate. This session is eligible the following CPE credits: NASBA, IIB
Tracks:
Tools & Tech: Digital Platform, Business Analysis
P-050882
JD Edwards Workshop: From Manual to Smart – Transform your Warehouse and Shop Floor Operations with JD Edward
Presented by:
Thomas Van Den Heuvel, Steltix
Abstract:
Pre-registration is recommended for participation. Please visit your My Registrations page of your Quest account to add this session to your conference registration. Walk-ups will only be accommodated on site as space allows. Note: Registration is limited to customers only. Are you still struggling with costly and complex solutions on the warehouse and shop floor? This session shows how JD Edwards users are driving real operational improvements with the tools already available at your fingertips. Through practical examples, you’ll see how manufacturers and supply chain teams are using JD Edwards orchestrations and the Steltix Appshare platform to mobilize tasks and automate floor operations — no custom code, no external WMS system, just smart, straightforward solutions based on JD Edwards From forklifts and AGVs to inventory scanning and conveyor belts, we will show how mobile apps and automation via orchestration are being deployed quickly and effectively across industries. Whether you’re looking to modernize processes, reduce manual work, or improve visibility, this session will inspire you to keep things simple — and still deliver big results. This session is eligible the following CPE credits: NASBA
Tracks:
Manufacturing & Distribution, Tools & Tech: Digital Platform
P-050887
Bottleneck to Breakthrough: Leveraging AP Automation in JD Edwards to Conquer Exception Handling & Drive Strategic Value
Presented by:
Joel Halvorson, IntelliChief
Abstract:
While most conversations around AP automation focus on invoice capture and approvals, real ROI is often buried in how well your ERP handles the unexpected – price mismatches, missing POs, duplicate invoices, and more. This session will identify the top 5 AP exceptions, show how automation accelerates their resolution, and quantify the impact on your team’s productivity, vendor relationships, and bottom line. Participants will gain a new perspective on how AP automation in JD Edwards can transform the reactive process of exception handling into a proactive strength, and eliminate friction where it matters most.
Tracks:
Financial Management
P-050902
Future-Proof Your JDE Reporting: Supporting You Today, Guiding You to What’s Next
Presented by:
Derious Malone, insightsoftware
Abstract:
If your team is thriving with JD Edwards (JDE) and Hubble, you’re not alone. Many organizations have built reliable, high-performing financial processes on this foundation—and they’re rightfully cautious about disrupting what’s working. But as Oracle and others push toward cloud ERP, change is on the horizon. This session is for those navigating that tension. We’ll show how Hubble continues to deliver trusted, real-time reporting for JDE today—while also preparing you for what’s next. Whether you’re planning a cloud migration or simply exploring options, insightsoftware ensures your reporting stays consistent, accurate, and intuitive across every stage. You don’t have to choose between stability and progress. We’ll help you protect what’s working while laying the groundwork for future success. Why Attend? See how Hubble keeps your users productive and confident with the tools they already know. Learn how to maintain reporting continuity—even during migration. Explore options to extend your reporting capabilities into the cloud when the time is right. Discover how to reduce risk and preserve insights while your ERP strategy evolves. You’ve built something solid. Maintain your accuracy and dependability—today and tomorrow.
Tracks:
JD Edwards Other
P-050920
ACRA – Customer Success Story for Load Testing
Presented by:
Jasmine Rani Chellakan Paul, ASIR Inc.
Abstract:
ACRA Suite is a robust, cloud-based testing tool designed for load testing JD Edwards EnterpriseOne (JDE E1). It enables organizations to simulate real-world user loads, evaluate system performance, and ensure seamless scalability for critical business operations.
Tracks:
Tools & Tech: Digital Platform, JD Edwards Other
PeopleSoft
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P-049935
Modify a Person Modernization – Functional Setup, Tips, and Quick Wins
Presented by:
Nancy Eavenson, Cru
Abstract:
This session will cover the functional highlights of Cru’s Modify a Person Modernization implementation. Topics will include some of the basic steps we used to bring up the Fluid Modify a Person pages, the search configuration page we set up, the difficulties we encountered, the solutions we found to some of our challenges, and any wins for our HR and Admin staff. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management
P-049959
Building the Case for “Yes!”: The State of Indiana’s Cloud Journey from Proof-of-Concept Towards Production
Presented by:
Joel Gibbons, State of Indiana: Office of Information Technology
Abstract:
After several attempts and failures in 2017 and 2019, the State of Indiana and Oracle initiated a proof-of-concept project to move the state’s PeopleSoft Financials and HCM applications infrastructures from the on-premises datacenter to Oracle Cloud Infrastructure. In this session, we will walk through the journey from POC through stakeholder approvals to the planning for migration of PeopleSoft environments to OCI. Attendees will hear about the lessons learned from the state’s PeopleSoft OCI proof of concept project. We will discuss the challenges and objections raised by internal stakeholders and the data-driven responses that supported the ultimate decision to move forward with a cloud infrastructure strategy. The presentation will wrap up with an overview of the successes achieved to-date, the changes in operational responsibilities for the infrastructure providers involved in the project, and the future outlook for PeopleSoft applications for the state. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Financials & Supply Chain Management (FSCM), Human Capital Management, PeopleSoft Other
P-049980
Oracle Generative AI & Vector Database with Retrieval Augmented Generation (RAG)
Presented by:
Rich Niemiec, Viscosity North America
Abstract:
How to leverage AI and Machine Learning (ML) by understanding what you can do with them. Every app & product will leverage AI/ML! We’ll look at algorithms & what they can do for you using the Oracle Vector Database & Vector Search. We’ll look at LLMs (Large Language Models) that can be used with Oracle (like Cohere, Llama, & ChatGPT) to build a Foundation Model that drives your company to success. We’ll look at algorithms in Oracle products used to leverage AI/ML. We will explore how to leverage and integrate AI into your companies tech plan for an advantage or just security. You’ll see how to innovate & better understand Oracle’s leading edge products leveraging the best database for AI. Not for the experts. This session is eligible the following CPE credits: NASBA, IIB
Tracks:
PeopleSoft Other, Business Analysis, Cloud Infrastructure & Technology,
P-049987
Deploying Insights: The good, the bad, and the lessons learned
Presented by:
Devin McCall, North Dakota University System
Abstract:
A presentation looking at the North Dakota University System’s deployment of Insights across HCM, and the lessons learned along the way. This presentation will also explore the communication and the work put in from our Functional and technical team while deploying insights. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management, PeopleTools
P-049996
Leveraging Data-Driven Insights and Cloud Readiness: A University Systems Journey in ERP Market Analysis
Presented by:
Corey Quirk, North Dakota University System
Abstract:
Unlock the Future of ERP with the North Dakota University System’s comprehensive approach to modernizing its ERP (Enterprise Resource Planning) system (FIN, HCM, and SIS) and preparing for cloud readiness. This presentation will delve into the university system’s strategic initiatives in ERP market analysis, the enhancement of current ERP systems, and the transition to cloud-based solutions. Whether aiming to upgrade an existing ERP system, prepare for cloud adoption, or seek fresh inspiration for new strategies, this session promises to deliver valuable insights and practical guidance. Learning Objectives: – Explore methodologies used to analyze the ERP market. – Understand the steps taken to assess and enhance cloud readiness. – Gain actionable best practices and lessons learned. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleSoft Other
P-049999
Time is Money: Leveraging Drilling URL Queries to Increase Efficiency
Presented by:
Tyler Thomen, State of Indiana: Office of Information Technology
Abstract:
As the fiscal officer for the State of Indiana, ensuring the efficient use of taxpayer dollars is paramount for our office. The implementation of Drilling URL queries has been pivotal in streamlining our processes. Additionally, Drilling URL queries have been developed to help State Agencies efficiently identify and submit delayed vouchers into the workflow. This session will explore our previous processes, the creation of these queries, and the valuable lessons learned along the way. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM), PeopleTools, PeopleSoft Other
P-050000
Peoplesoft Test Framework Roundtable
Presented by:
Jennifer Gilbert, King County, Washington
Abstract:
Calling all PTF users! Whether you’re a veteran, brand new, or wanting to learn more, come join us in discussing all aspects of PTF. Questions, pain points, and solutions are all on the table with our panel of PTF-Users.
Tracks:
Financials & Supply Chain Management (FSCM), Human Capital Management, PeopleTools
P-050002
How to make PeopleSoft run faster
Presented by:
Graham Smith, Version 1
Abstract:
How fast is your PeopleSoft system? How fast could it go? How do you measure response times? What “levers” exist to optimise your PeopleSoft performance? Will moving PeopleSoft to OCI help? This session explores all these questions and more and will be useful to anyone running PeopleSoft. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleTools, PeopleSoft Other
P-050007
Two P’s in a Pod: PTF and PFC. (Use PTF to manage configurations)
Presented by:
Jessica Maistrovich, Hennepin County
Abstract:
Hennepin County is now utilizing PTF to manage Page and Field configurations. Learn how they journeyed from manual verification of the changes to running automated tests that alert the business analyst to issues. This session is eligible the following CPE credits: NASBA, IIB
Tracks:
Financials & Supply Chain Management (FSCM), PeopleTools, PeopleSoft Other
P-050012
Hennepin County and Oracle Guided Learning (OGL)
Presented by:
Pamela Ingram, Hennepin County
Abstract:
In this session you will learn how Hennepin County is leveraging Oracle Guided Learning to provide help when I users need it. This session will guide you through the considerations in implementing this tool and how we manage the product. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Financials & Supply Chain Management (FSCM), Human Capital Management, PeopleSoft Other
P-050034
Seamless Transformation: Upgrading Tools, PUM, and Fluid Together for Enhanced Performance
Presented by:
Stephen Valentine, Milton Hershey School
Abstract:
This presentation highlights the strategic approach and execution of a comprehensive upgrade that simultaneously tackled the PeopleSoft Tools version, the PeopleSoft Update Manager (PUM) version, and the transition to Fluid. The initiative aimed to modernize the system’s functionality, improve user experience, and optimize performance while minimizing disruption to daily operations. The project required meticulous planning, rigorous testing, and robust communication strategies to ensure a smooth transition. Key components of the upgrade process included: •Extensive Testing: A thorough testing framework was implemented to identify and address potential issues, ensure system stability, and validate the functionality of integrated processes. •Strategic Planning: The team devised a detailed project plan to manage interdependencies between the Tools, PUM, and Fluid upgrades, ensuring alignment with organizational goals. •Effective Communication: A comprehensive communication plan engaged the user community, providing regular updates, training resources, and opportunities for feedback to foster understanding and adoption. Attendees will gain insights into the challenges, best practices, and lessons learned from this complex upgrade process, as well as actionable strategies for managing similar projects. By aligning technology enhancements with user needs and operational priorities, this upgrade set the foundation for a more efficient and user-friendly system. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Financials & Supply Chain Management (FSCM), Human Capital Management, PeopleSoft Other
P-050063
PeopleSoft Match Exception Collaboration Center – Real World Lessons Learned!
Presented by:
Randall Johnson, SpearMC
Abstract:
Join us to hear about how SpearMC has worked with our clients to deploy the Match Exception Collaboration Center within their PeopleSoft Financials and Supply Chain domain. I you are like many organizations: Match Exceptions within the Procure-to-Pay cycle cause tremendous inefficiencies and drive up costs to resolve. To address this growing issue: SpearMC has worked to recommend the deployment of the Match Exception Collaboration Center: a newly designed tool delivered by Oracle in PUM Image 40.We will provide a live demonstration of this product during the presentation: and we will provide real-world lessons learned and tips / tricks on how this new feature may benefit your organization. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM), Healthcare
P-050068
From PeopleSoft to the Cloud: A Roadmap for Smart Decision-Making
Presented by:
Aaron Engelsrud, Capella University
Abstract:
Deciding to migrate PeopleSoft to the cloud or replace its functionality with a SaaS solution is a pivotal decision that can redefine your organization’s IT landscape. This presentation offers a clear, practical approach to help IT managers and PeopleSoft administrators evaluate the best path forward. In just one hour, we will cover the fundamental factors that influence these decisions, including cost, infrastructure readiness, and evolving business needs. The session will begin with a straightforward methodology to assess whether migrating PeopleSoft to cloud infrastructure or transitioning to a SaaS solution is the right move for your organization. Key topics will include evaluating current system performance, budget implications, and the potential benefits of cloud or SaaS options, such as scalability, maintenance reduction, and improved disaster recovery. We’ll outline essential steps for preparing for any transition, focusing on assessing data, understanding customization impacts, and ensuring smooth user adoption. Attendees will also gain insight into evaluating SaaS alternatives to PeopleSoft. We will discuss how to assess these solutions based on factors like functionality match, integration capabilities, and total cost of ownership. The session will provide a basic comparison of major cloud providers—Oracle Cloud Infrastructure (OCI), Amazon Web Services (AWS), and Microsoft Azure—to guide attendees in selecting the best-fit cloud platform or SaaS solution. This presentation will equip participants with the tools and knowledge to make informed decisions about PeopleSoft’s future, whether moving to the cloud or adopting a new SaaS platform, focusing on the most critical factors to consider in a streamlined, accessible format. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM), PeopleTools, PeopleSoft Other
P-050076
Event Mapping for Item Template Magic at Amerit
Presented by:
Sai Sarkar, Amerit Fleet Solutions
Abstract:
Showcase how we used Event Mapping and Page and Field Configurator to restrict information based on security, add extra edits and enhance the Item Templates without even touching the delivered code! Not only was this implemented without any code changes to objects, but it is able to be enabled and disabled without a migration. We worked closely with Amerit to meet their needs using Event Mapping tools. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM), PeopleTools, PeopleSoft Other
P-050078
Implementing Total Rewards is Totally Easy!
Presented by:
Bennett Walker, MIPRO Consulting
Abstract:
Providing your employees a complete picture of their benefits is important to every organization, so why not enable Total Rewards within PeopleSoft to make this a seamless experience for them! We’ll walk through the process of setting up Total Rewards in HCM and how easy it is to do! Using Total Rewards fully delivered is painless and easy, watch how we implemented this with minimal technical effort. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management
P-050083
Run Controls Running Amok? Tame them with Run Control Management Frameworks
Presented by:
Steven Canter, Smart ERP Solutions, Inc.
Abstract:
For many years, one of the most requested PeopleSoft features has been to give users the ability to delete unwanted Run Controls. The PeopleSoft Run Control Delete Framework provides this capability both to System Administrators and End users. Additional, the Run Control Date Update Framework allows users to mass update dates in multiple Run Controls simultaneously, which is highly useful when there is a need to update a series of date-sensitive Run Control at one time. In this session, you will see how these tools are configured and used. Additionally you will see how System Administrators can extend the functionality even to custom and bolt-on processes. Setup parameters, such as Security, that are not well documented in PeopleBooks will also be covered. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Financials & Supply Chain Management (FSCM), Human Capital Management, PeopleTools
P-050133
Excel-Based Reporting – Who knew it could be this easy?
Presented by:
Sheri Olson, UCLA
Abstract:
Join us for an insightful session on transforming financial reporting at UNC Chapel Hill. We moved from static IT-managed nVision reports to a self-service, Excel-based approach, empowering deeper analysis and quick responses without IT reliance. Discover how our Microsoft Excel expertise revolutionized our process with live, drillable PeopleSoft data in Excel, streamlining tasks like variance analysis. Automated data collection redefined budgeting, freeing time for strategic initiatives. This session is ideal for finance professionals seeking practical insights to enhance efficiency and agility in financial reporting. Don’t miss the chance to learn from our experience and apply these strategies in your organization. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM), Healthcare, PeopleSoft Other
P-050154
Performance Tuning for your PeopleSoft applications
Presented by:
Mike Doyle, New Resources Consulting, Inc.
Abstract:
This presentation will cover identifying system performance issues within the PeopleSoft applications, as well as provide suggestions for tuning. One-third of the class will focus on tuning the application stack (e.g. Web and App server), where the remaining two-thirds of the class will cover identifying slow running SQL, and how this can be tuned to run more efficiently by re-coding, adding indexes, or even making database level changes. The class will attempt to be database/system agnostic, but most examples will be done on Oracle and Microsoft SQL Server. Target audience is system admins, developers, and DBAs of PeopleSoft systems.
Tracks:
PeopleTools
P-050156
Monitoring and alerting for your PeopleSoft (and other) applications for free!
Presented by:
Mike Doyle, New Resources Consulting, Inc.
Abstract:
This presentation will cover how you can utilize open source tools to monitor the status of your PeopleSoft systems, identifying things such as crashed processes, domain up/down, long running processes, and others. For this session we will demonstrate how we have used Zabbix to be a one stop monitoring and alerting solution for our clients. Since we are using OpenSource tools, we are not limited to only monitoring PeopleSoft related systems – we can extend this across all business applications as appropriate. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleTools, PeopleSoft Other
P-050169
Down the Path Less Traveled
Presented by:
Nathanie Serrano, Clerk & Comptroller Palm Beach County
Abstract:
Join the Clerk & Comptroller of Palm Beach County as they reminisce on their journey down a road that few choose to travel… that of an Oracle to SQL server database conversion. Most neighboring villages were shocked at their decision to forge that path, but the Clerk staff was determined. Many battles would ensue, victory guaranteed to no one. However in the end, they would go on to achieve their quest, surprising even the naysayers. Here you will find the highlights of the epic battle, strategies for overcoming challenges, and tips for future travelers. Taking the road less traveled was not for the faint of heart, but in the end they discovered we were capable of many great feats along the way, including upgrading hardware and installing a new PeopleTools version. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleTools, PeopleSoft Other
P-050229
Automation of Non-PO APVs in PeopleSoft: SRS Payment Request Center
Presented by:
Dianne Taylor, Savannah River Nuclear Solutions
Abstract:
An initial Proof of Concept was performed using the delivered PeopleSoft Payment Request functionality. However, the delivered PeopleSoft Payment Request form did not have the SRS required fields and controls to meet all Non-PO APV requirements. SRNS IT Developers; designed and developed a bolt on Payment Request system was created to replace the Site-Wide Forms. To accommodate SRS specific requirements a custom bolt-on fluid self-service interface called the “SRS Payment Request Center” was created to enable more flexibility of the user interface and provide tailored workflow to each site-wide form individually. Using AWE (Approval Workflow Engine), the delivered PS Payment Request processes will process data through the voucher build process to create a voucher to be processed into a payment. This approach minimizes maintenance, avoids customizations, and maximizes usability/functionality. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM), Business Analysis
P-050234
PeopleSoft Financials PUG Meeting
Presented by:
Jennifer Bentley, First Citizens Bank
Abstract:
This session targets PeopleSoft Financial users: where we will share and discuss hot topics in the PeopleSoft financial community. This is an opportunity to network with your peers: ask questions: and share your ideas.
Tracks:
Financials & Supply Chain Management (FSCM)
P-050263
Maintaining PeopleSoft Campus Solutions as HR and Finance move to the Cloud
Presented by:
Russ Scadden, Brigham Young University
Abstract:
Learn from Brigham Young University’s experience maintaining PeopleSoft Campus Solutions as HR and Finance moved to the Cloud. We implemented a backfill strategy at the start to support PeopleSoft which allowed our internal PeopleSoft team to focus on the new Cloud implementation. We prepared BYU staff to support the changes to the HR and Finance system while a PeopleSoft managed service provider operated PeopleSoft day-to-day. In additional, to keeping Campus Solutions healthy, the managed service provider also retrofitted Campus Solutions to be integrated with HR and Finance in the Cloud. The journey continues in 2025 as we lift and shift PeopleSoft Campus Solutions to Oracle Cloud Infrastructure (OCI). We deep dive into each of the integrations, retrofit work, and other activities allowing PeopleSoft Campus Solutions to keep running smoothly across campus during the transition and afterwards. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleSoft Other
P-050265
Automating Business Processes with PeopleSoft Event Mapping and Drop Zones
Presented by:
Jeff Hilliard, Elire Inc.
Abstract:
Streamlining and automating business processes is essential for maximizing the value of your PeopleSoft investment. This session explores how to leverage two powerful tools—Event Mapping and Drop Zones—to enhance and automate workflows without extensive customizations. Attendees will learn how Event Mapping can be used to inject logic into delivered processes, enabling tailored automation while maintaining upgradability. The session will also cover how Drop Zones provide flexibility in personalizing pages to meet unique business needs without modifying delivered code. Through real-world use cases and practical demonstrations, participants will gain actionable insights into simplifying process automation and increasing efficiency in their PeopleSoft environment. Key Takeaways: 1. Event Mapping Essentials: – Understand the basics of Event Mapping and its role in injecting custom business logic. – Learn how to use Event Mapping to automate workflows while preserving system integrity. 2. Leveraging Drop Zones: – Discover how Drop Zones allow for personalized UI changes without impacting delivered functionality. – Explore creative use cases for Drop Zones to enhance user experience and efficiency. 3. Practical Applications: – Gain insights from real-world examples of automating business processes using Event Mapping and Drop Zones. 4. Best Practices and Tips: – Learn strategies for effectively implementing and managing these tools in your PeopleSoft environment. 5. Staying Upgrade-Safe: – Ensure your customizations and automations remain compatible with future PeopleSoft updates. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM), PeopleTools, PeopleSoft Other
P-050267
PeopleSoft Payroll for North America SIG
Presented by:
Carmina Vasquez, San Diego Community College District
Abstract:
In-person meeting with your fellow PeopleSoft Payroll for North America SIG members
Tracks:
Human Capital Management
P-050270
Automating HR Workflows with PeopleSoft HCM Fluid Approvals
Presented by:
Jeff Hilliard, Elire Inc.
Abstract:
Manual HR processes can be time-consuming and error-prone. This session will showcase how PeopleSoft HCM Fluid Approvals can transform your HR operations by automating workflows for common tasks like leave requests, job changes, and compensation adjustments. Attendees will gain insights into configuring and deploying Fluid Approvals to streamline processes, improve compliance, and enhance employee and manager satisfaction. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management
P-050274
PeopleSoft Time and Labor: Maximizing Workforce Productivity
Presented by:
Jeff Hilliard, Elire Inc.
Abstract:
Effective time and labor management are critical to improving workforce productivity. This session explores how PeopleSoft Time and Labor can help organizations track time accurately, enforce rules, and integrate seamlessly with Payroll. Attendees will learn tips for configuring schedules, handling exceptions, and generating reports to optimize workforce management. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management
P-050338
Event-Driven Architecture with PeopleSoft at Northwestern Medicine
Presented by:
Charles Benson, Northwestern Medicine
Abstract:
We will look at a few examples of using an “event” to drive a larger business process beyond PeopleSoft, from the complex (HR-event driven enterprise user provisioning) to the seemingly trivial (propagating Task List). We’ll discussion details, tools, and design decisions. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management, PeopleTools, Healthcare
P-050346
Automated Contract Payments for Physician Reported Time in PeopleSoft
Presented by:
Rajesh Thiru, Powers Health
Abstract:
Time and Effort Report Management Systems in PeoplSoft: End-to-end Contract to Payment business workflow to support healthcare provider payments based on reported time and contract controls. Leverages PeopleSoft Supplier Contract, Procurement Contract and Payables modules. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM), Healthcare
P-050362
Project Costing Even Better: How Sarasota Memorial Hospital Rolled Out Fluid Project Request Insights Quickly and With Great Results!
Presented by:
Jeff Dudas, Sarasota Memorial Health Care System
Abstract:
SMH has been live with project costing for 7 years. We were excited to hear about the recent release of fluid project request as we were already looking for alternatives to our existing paper-based project request form. The good news is that we’ve successfully deployed both and did so very quickly. Our business users immediately saw the value of the new Fluid Project Request. We’ll share our process of evaluating and implementing the project request: How we were able to use page and field configurator and event mapping to tailor functionality, and where we extended functionality to meet the unique needs of the hospital’s capital budgeting process. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM)
P-050370
Improving the PeopleSoft End User Experience
Presented by:
Bennett Walker, MIPRO Consulting
Abstract:
Oracle has been making tremendous investments in the ability to configure and personalize PeopleSoft while allowing you to eliminate customizations. Whether your organization extends this ability to super users, end users, or keeps it within the IT department, this webinar will demonstrate how to configure PeopleSoft through the use of drilling URLs, fluid pivot grids, related content, related actions, simplified analytics, page and field configurator, and navigation collections.
Tracks:
Financials & Supply Chain Management (FSCM), Human Capital Management, PeopleTools
P-050371
Using Technology to Enhance and Support PeopleSoft
Presented by:
RG Yule, Evergy Inc.
Abstract:
Learn how Evergy has implemented various technological tools to improve the efficiency and effectiveness of supporting PeopleSoft. All of it is “citizen-developed” technology, meaning these tools were created by business users rather than IT professionals, using low-code or no-code solutions. Key technologies used include a Power BI “Lite Brite” dashboard, which connects to PeopleSoft data via a data warehouse, for monitoring various metrics such as change request errors, items/manufacturer issues, inactive requesters/buyers, POs not emailed, and more. Additionally, Robotic Process Automation (RPA) is used for data input, invoice retrieval, automating resolution of process monitor failures, and enhancing workflow notifications paired with PS Schedule Query. They’ve also developed a chatbot to encourage user self-service for policies, procedures, and even feeds ticketing systems. Join to learn Evergy’s approach, and maybe hear from others as well in open discussion. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM)
P-050381
OCI Disaster Recovery and PeopleSoft
Presented by:
Tom Adams, AthenaHealth
Abstract:
Learn how athenahealth uses OCI full stack disaster recovery (FSDR) service to protect their PeopleSoft financials stack. FSDR orchestrates failover to a standby stack at the push of a button while leveraging features like data guard and cross-region replication for storage. This session explores how athenahealth uses the service to achieve recovery (RTO) in 20 minutes from a point (RPO) less than 3 minutes from primary state. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM), PeopleTools, PeopleSoft Other
P-050412
Enhancing Operational Excellence with PeopleSoft Alert Framework: Use Cases from Sarasota Memorial Hospital
Presented by:
Greg Ernest, Sarasota Memorial Health Care System
Abstract:
In this presentation, we will explore how Sarasota Memorial Hospital leverages PeopleSoft’s Alert Framework to monitor critical business process data and system stability. By employing proactive alert notifications, the hospital addresses business data inconsistencies and environmental anomalies before they escalate into larger issues. Attendees will gain insights into specific use cases, including purchasing, item master, inventory, process scheduler, and the PeopleSoft environment. We will showcase practical queries and SQL scripts used to assess both business process health and system performance, offering replicable examples that organizations can adapt to enhance their own operations. Beyond the Alert Framework, we will also discuss complementary system scripts that we use to provide additional monitoring capabilities to maintain a stable and reliable environment. This session is ideal for organizations seeking to minimize risk through proactive system health monitoring. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM), Healthcare, PeopleTools
P-050417
Cloud Bound: Tackling Integration and Testing Challenges in Migrating a Large SIS to OCI
Presented by:
Varsha Das, University of Central Florida
Abstract:
Migrating a critical system like a Student Information System (SIS) from on-premise infrastructure to Oracle Cloud Infrastructure (OCI) presents complex challenges, particularly in coordinating and testing the integration of multiple cloud-based services. This presentation will showcase the journey of a large university as it successfully migrated its SIS to OCI, emphasizing the rigorous coordination, testing, and troubleshooting efforts that were essential to ensure a smooth transition. The session will delve into the intricacies of testing integrations with third-party cloud vendors, which are critical for ensuring data continuity and system functionality. In addition, the presentation will highlight how to maintain high standards of testing and performance, and reliability throughout the migration process. From planning and communication strategies to the execution of detailed testing protocols, this presentation will provide attendees with practical insights into overcoming the key challenges of a large-scale cloud migration. Attendees will leave with a deep understanding of how to approach the coordination and technical testing required for large-scale cloud migrations, ensuring minimal disruption to services and optimized system performance when transitioning to OCI. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, PeopleTools, PeopleSoft Other
P-050432
Keep Your Composure: The Implementation of Notification Composer
Presented by:
Ashley Barker-Williams, State of Montana
Abstract:
This presentation will focus on the State of Montana’s implementation of notification composer during November 2024. We will cover cataloguing notifications, understanding workflow, and continued troubleshooting attempting to generate in-app notifications. Focus will be on functionality for Remote Worker. We will also include a slide for how we worked with our technical services team to move the data between test environments using data migration. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management, PeopleTools
P-050435
Streamlining Supplier Management and Payments with PeopleSoft eSupplier and eSettlements
Presented by:
Randy Stone, Aspire Consulting
Abstract:
Live demonstration of PeopleSoft’s eSettlements and eSupplier Connection modules. PeopleSoft eSettlements allows suppliers to directly enter invoices for payment as well as track data around the various stages of the Accounts Payable process. The demo will highlight the ability to reduce workload on your AP team, saving your organization money. PeopleSoft eSupplier Connection provides suppliers additional real time portal visibility to their PO, ASN, receipts and quotes. • Supplier Portal • Receiving Invoices • Interfacing Options • Invoice and Payment Inquiry • Dynamic Discounting • eSupplier Connection This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM)
P-050445
Embracing Fusion Principles Early: PeopleSoft to Cloud
Presented by:
Charles Stegeman, Aspire Consulting
Abstract:
Adopting Oracle Fusion HCM cloud-first thinking, user-centric focus, and data-driven insights while still on PeopleSoft prepares organizations for a smoother migration. Enhancing scalability, improving user experience, and refining data quality now ensures a faster, more effective transition to Oracle Fusion HCM. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Resources, PeopleSoft Other
P-050446
Remote Worker – Out of the Box. No Frills, All the Whistles
Presented by:
Carmina Vasquez, San Diego Community College District
Abstract:
In this session, attendees will learn how San Diego Community College District successfully implemented the PeopleSoft HCM Remote Worker module to support its hybrid workforce. We’ll walk through the end-to-end process—from business case to configuration, rollout, and change management—highlighting key decisions, challenges, and outcomes. This presentation will provide practical insights into aligning system functionality with HR policy, collaborating with stakeholders, and streamlining remote worker tracking and compliance. This session is ideal for HR professionals, business analysts, and technical staff who support PeopleSoft HCM environments. Attendees will gain real-world examples, tips for effective user adoption, and strategies to improve visibility and management of remote work arrangements within their organizations.
Tracks:
Human Capital Management
P-050450
PeopleTools 8.60 Upgrade Lessons Learned
Presented by:
SaiMurali Pasupuleti, Jack Henry & Associates
Abstract:
As organizations continually strive for efficiency and innovation, upgrading critical software platforms and tools like PeopleTools and the underlying software is a strategic necessity. This session will outline lessons learned during PeopleTools 8.60 upgrades at Jack Henry. Come listen to our key challenges, solutions, and strategies for a successful implementation. Additionally, we will present best practices derived from our experience, providing insights for organizations planning similar transitions. The goal is to share what we have learned to help you in your future upgrades. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleTools, PeopleSoft Other
P-050460
Revolutionize Your PeopleSoft Reporting with Excel BI Publisher
Presented by:
Samta Sharma, WorkStream Technology
Abstract:
Learn how this tool was used to revolutionize PeopleSoft financial reporting at the State of Indiana and put the power of BI Publisher into the hands of your users. Unlike other reporting methods, like SQR and nVision, which can be more rigid in layout, BI Publisher provides users with the ability to use templates for custom layouts, complex formatting, and advanced graphical elements (charts, graphs, etc.), including the use of pivot tables. Ditch nVision and get modern with Excel-based BI Publisher. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Financials & Supply Chain Management (FSCM), Human Capital Management, PeopleTools
P-050518
To Gen AI or Not to Gen AI: That is NOT the Question
Presented by:
Andrew Bediz, Gideon Taylor
Abstract:
Not all AI is the same. Not all methods of using AI are the same. They are certainly not equally priced or secure. Hundreds of models exist, every software package now includes AI, but do you understand the differences? Which one should you use? What if the secret was not which model or AI, but rather HOW you use them? We will bring over 8 years of experience deploying AI in the enterprise to let you in on some of our secrets. How do you balance data security with functionality? How do you take a user centric approach vs a software vendor approach? This session will start by informing you of the different choices and the pros/cons including GenAI and LLMs. How do you manage the risks and shortcomings in your project? We will conclude with a demo of the possible against the backdropof an Oracle customer. With AI you can choose any two of the following: Cheap, Fast, Good (and Secure). By the end of this session, the choice should be clear. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, JD Edwards Other, PeopleSoft Other
P-050519
PeopleSoft Power-Ups: Turbo-Charging Your User Experience – No SaaS Required
Presented by:
Andrew Bediz, Gideon Taylor
Abstract:
A customer was faced with growing confusion and complaints over their PeopleSoft user experience. There was a choice. Switch to SaaS, spend over $20M and hopefully in 5-10 years the user experience would be fixed. Or…they could innovate their user experience in 6-12 months, spend pennies on the dollar and buy ample time to plan out their next enterprise system. Especially with the coming impact of AI to enterprise software, the choice was clear. This compelling case study takes us on a journey of a customer who transformed their user’s experiences while reducing total cost of ownership. We will review the project, the lessons learned and show you the outcome. The rumors of a destined poor PeopleSoft user experience have been greatly exaggerated. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Financials & Supply Chain Management (FSCM), Human Capital Management, PeopleTools
P-050531
Unlock the Power of Custom Dashboards with PeopleSoft Insights
Presented by:
Lynette Chaudoin, Gideon Taylor
Abstract:
Still wondering whether it’s PeopleSoft Insights, Open Search Dashboards, or Kibana? No matter the name, one thing is clear: you can create an intuitive, flexible, and informative user experience that enables quick decision-making and immediate action—all within a few clicks. Frustrated that PeopleSoft hasn’t delivered exactly what you need? No problem. Learn how one client built their own custom PeopleSoft Insights in no time at all, transforming their user experience. Join this session to discover how you can do the same!
Tracks:
Financials & Supply Chain Management (FSCM), Human Capital Management, PeopleTools
P-050551
Kibana Analytics
Presented by:
Lokesh Mehra, Cape Cod Healthcare
Abstract:
Present and discuss the capabilities for Kibana Analytics, show the delivered dashboards we implemented and also the custom dashboards. Delivered dashboards may not meet all company requirements but these custom dashboards shows how the management is looking at the dashboards and using the data in different spheres This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management, PeopleTools, Healthcare
P-050564
High Availability and Disaster Recovery options in Oracle Cloud to meet RPO and RTO requirements
Presented by:
Biju Thomas, Data Intensity
Abstract:
The Oracle Gen 2 cloud is superior, more powerful, and more secure than the Gen 1 cloud. It has been available since 2019 and has seen numerous service and feature additions. One area where significant progress has been made is business continuity. Explore the High Availability and Disaster Recovery solutions available in Oracle Cloud to ensure your business meets its RPO (recovery point objective) and RTO (recovery time objective) requirements. Let’s discuss the benefits of Full Stack Disaster Recovery service on OCI. This updated session includes newer recovery features and enhancements on OCI. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, Tools & Tech: Digital Platform, PeopleSoft Other
P-050567
Driving PeopleSoft Fluid Success through Soft Skills and Stakeholder Collaboration
Presented by:
Kiran Parvataneni, AARP
Abstract:
AARP was on the classic version of PeopleSoft for many years, with heavy customizations and bolt-ons. Across HR, Finance and Payroll, they required about 130 customizations and more than a dozen new features. With strict deployment windows and a tight deadline, learn how AARP began to enjoy instant results after implementing Fluid, with the help of their managed services partner ERPA. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleSoft Other, Professional Development
P-050578
Improving User Experience and Productivity with Functional Tools
Presented by:
Michelle Phelps, Evergy Inc.
Abstract:
This session will show how we, as a functional support team, use delivered tools like related content, work centers, page and field configurator. alerts and more to improve user experience, user productivity, as well as save users from themselves-. all without needing any assistance from developers. We will show how to create simple related content, with drilling URL’s as well has how our organization uses these tools to help stay efficient. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM)
P-050589
Insight into our Insights Dashboards
Presented by:
Venkatesh Arkalgud, Alameda County
Abstract:
•nVision is history, get Insights oConvert nVision selection of data into queries. oCreate open search index for the queries. oCreate Insights Dashboards/Visualization using search indices. •See Approvals/Insights in Work Centers oAdd fluid approvals to My Approvals with appropriate security oAdd Insight Dashboards to My Insights. •Commitment Control (KK) Dashboard – our journey oClone the delivered components for the Insights KK Dashboards (View, Query, Connected Query, Search Index, Search Index Category, Visualizations and dashboards) oBuild the search index. oCreate portal content reference for the dashboards, grant security access. oSchedule jobs to build the index incremental. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM)
P-050601
HCM automation of payroll payment request and employee earnings distributions
Presented by:
Gerald Gnat, Powers Health
Abstract:
Automated two HCM business processes to add efficiencies and eliminate the manual paper forms. Implemented PeopleSoft Fluid Payment Request and Earnings Distribution self-service pages, leveraged PeopleSoft Approval Workflow process for consistent approvals. Approved payment requests are automatically updated to the pay lines for efficient employee payments. Approved earnings distribution requests are automatically updated to the employee job data for payroll and labor distribution which supports performance reporting. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management, Healthcare
P-050602
Employee pay in lieu of benefits – Electronic business process
Presented by:
Dinesh Prashanth Varatharajan, Powers Health
Abstract:
Implementation of employee pay in lieu of benefits enhanced business process which allows employees to elect the option during new hire, a qualified life event, or during the annual open enrollment period. Approved requests automatically update the employee job and benefits records. Enhanced the employee and manager self-service pages and reports to reflect the compensation with the included in lieu of benefit rate. This program has simplified the benefit administration while providing employees with compensation flexibility that has increased employee retention. This feature involves building Fluid pages, Approval Workflow process, Benefit setup and Benefit event administration, Employee compensation update – All these steps discussed in detail. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management, PeopleTools
P-050605
Best Practices for Continuous Modernization of your PeopleSoft Applications
Presented by:
Doris Wong, Smart ERP Solutions, Inc.
Abstract:
You’ve likely relied on PeopleSoft (PSFT) for years—and it still delivers. But are you fully leveraging the latest features, technologies, and best practices to maximize its value? Oracle has committed to supporting PSFT through at least 2035, with regular PUM images, PeopleTools releases, and quarterly updates. Yet, many organizations struggle to find the time, resources, or expertise to adopt new capabilities and keep skills current—especially as experienced PSFT professionals retire or move on. Learn how to get more from your PSFT investment by improving operational efficiency, user experience, and business processes. We’ll share best practices, recent enhancements, and real-world examples of how organizations are: Partnering with business users to adopt new features and PeopleTools capabilities Retaining PSFT talent through continuous learning and strategic resourcing Building long-term roadmaps that integrate PSFT with cloud applications and infrastructure See how others are evolving with PSFT—and how you can too. This session is eligible the following CPE credits: NASBA,
Tracks:
PeopleSoft Other
P-050609
PeopleSoft Update and Investment Strategy
Presented by:
Paco Aubrejuan, Oracle
Abstract:
Join Paco Aubrejuan, Oracle’s Senior VP of Applications and leader of PeopleSoft, as he kicks off the annual RECONNECT Live! at BLUEPRINT 4D conference with the PeopleSoft Update and Investment Strategy session. At this session, you’ll hear about some of the recently delivered strategic enhancements, and the investment strategy for PeopleSoft. You will also see live demonstrations of upcoming capabilities that deliver simplicity and drive higher productivity, such as the new PeopleSoft Homepage, Smart Prompts, Approval Insights. Find out how customers are running PeopleSoft on Oracle Cloud Infrastructure to cut operating costs and provide intelligent, autonomous management of their PeopleSoft environments. Finally, you will understand how PeopleSoft products – coupled with Oracle technology, hardware, and applications – can deliver even greater value to PeopleSoft customers. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleSoft Other
P-050614
UF Health: Pioneering Efficiency and Innovation with PeopleSoft Expansion to UF Health St. Johns
Presented by:
Deepak Vij, UF Health
Abstract:
In September 2023, UF Health expanded its network with the acquisition of Flagler Health+, now UF Health St. Johns. To enhance operational efficiency, reduce costs, and unify HR processes, the organization transitioned from its legacy UKG ERP and HCM systems to the established PeopleSoft HCM platform used across UF Health. This transition, initiated in early 2024 and successfully completed by December 28, 2024, streamlined workflows, improved end-user experience, and delivered significant cost savings. The integration has been widely embraced by HR teams and employees, eliminating the need for managing multiple systems and enhancing self-service capabilities. The success of this initiative has positioned UF Health as a leader in enterprise healthcare transformation, earning recognition for the PeopleSoft Expansion Innovator Award. We will share best practices and lessons learned in this session which might help our peers going through similar M&A efforts. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management, Healthcare
P-050620
PeopleSoft Technology Update
Presented by:
Sasank Vemana, Oracle
Abstract:
Oracle continues to invest in PeopleSoft PeopleTools technology. In this session, you will hear about the key features delivered in the latest release. Topics covered are user experience improvements, Oracle’s full suite of cloud-ready lifecycle management tools (including PeopleSoft Cloud Manager), analytics, search, emerging technology, and more. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleTools
P-050623
Get the Most from LCM Insights
Presented by:
Dan Iverson, Oracle
Abstract:
Get the most from the new LCM Insights. In this session learn how the Insights help you understand how customized your system is, which customizations cost the most to maintain, and how to leverage usage data to know which customizations are critical to your business. This session will explore the new capabilities that LCM Insights give your business. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleTools
P-050626
Getting Started with PeopleSoft and Containers
Presented by:
Dan Iverson, Oracle
Abstract:
This session will introduction you to the concept of containers and show how you can containerize PeopleSoft. We will dive into the benefits of running PeopleSoft in containers, how to get started using container technology, and provide an overview on running production-level container workloads on Oracle Kubernetes Engine. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleTools
P-050633
What’s new in Cloud Manager!
Presented by:
Dan Iverson, Oracle
Abstract:
Cloud Manager is the best way to deploy and maintain PeopleSoft on the cloud. This session will show you all the new features that make it easier than ever to patch PeopleSoft, deploy environments, and customize your deployments. Learn how Cloud Manager features can help you save money on cloud resources, automate Update Images, and take full advantage of OCI. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleTools
P-050637
What’s new in PeopleSoft Search and Insights
Presented by:
Sasank Vemana, Oracle
Abstract:
PeopleSoft Search and Insights powered by OpenSearch are a significant investment area within the PeopleSoft technology stack and play a key role in providing consumer-grade user experience capabilities. This session will cover the latest improvements to the Search Framework with hands-on examples and a focus on Search, Real-Time Indexing, and Insights. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleTools
P-050641
Extending PeopleSoft Security with Oracle Access Governance
Presented by:
Vijay Chinnasamy, Oracle
Abstract:
In this session, we will introduce the concept of Zero Trust Model. Zero Trust is often interpreted as “Never Trust; Always Verify”. How do you never trust a login, but implement an always verify option for all the access? We will explore role-based, policy-based access security patterns, and how to use cloud-native Oracle Access Governance to implement an Identity Governance Framework for PeopleSoft. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleTools
P-050642
PeopleSoft Innovator Trends and Insights
Presented by:
Srilakshmi Ramachandra, Oracle
Abstract:
In a time of accelerating change, are you wondering what new features other customers like you are adopting? Join Srilakshmi Ramachandra and Greg Parikh as they harness data from PeopleSoft Innovators we’ve recognized in the last year creating data-stories that inspire, lead to action and enable you to create your own playing field. Go deeper into a few of the most compelling stories to understand what is important, as well as where and how true value can be determined in a way that energizes staff and encourages organizations to get meaningful business value out of their PeopleSoft investment. Additionally, hear from special guests and PeopleSoft customers, Brooke Repine and Stephen Valentine, to hear about their new podcast, The PeopleSoft Connection! This session is eligible the following CPE credits: NASBA
Tracks:
PeopleSoft Other
P-050643
Get the Most out of Reconnect Live @ BLUEPRINT 4D
Presented by:
Russell Broom, Oracle
Abstract:
Kick off Reconnect Live @ BLUEPRINT 4D by attending this session with Russell Broom, Vice President PeopleSoft Product Strategy and Greg Parikh, Vice President Information and Operations. Get a glimpse of the key investment themes you’ll see repeated throughout the sessions delivered by the PeopleSoft product team. Get introduced to key resources and concepts you need to know, get tips on who to meet, how to extract maximum value from this conference, and ensure you have access to the information that will help you when you leave. The session will be interactive, so you leave with your questions answered. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleSoft Other
P-050644
Exploring Generative AI for PeopleSoft: Opportunities and Real-World Use Cases
Presented by:
Alex Man, Oracle
Abstract:
Wondering how Generative AI can be applied to PeopleSoft? Join this session to explore targeted opportunities where Gen AI can provide value and hear directly from customers who have implemented AI-driven capabilities. This discussion will highlight real-world experiences, lessons learned, and key considerations for adopting Gen AI in specific areas of PeopleSoft. Gain insights from customers on their journey and discover practical ways to explore AI in a thoughtful, strategic manner. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleSoft Other
P-050645
Empowering Power Users: Optimizing Work Management with PeopleSoft WorkCenter 3.0
Presented by:
Alex Man, Oracle
Abstract:
Take your PeopleSoft WorkCenter experience to the next level! From classic to fluid, from four grouplets to six, and from work lists to embedded, interactive Insights—WorkCenter 3.0 is designed to supercharge power users. Discover how these enhancements improve work management, productivity, efficiency, and effectiveness in handling daily ERP and HCM transactions. Join us to explore key features, best practices, and real-world benefits of this next-generation WorkCenter. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleSoft Other
P-050655
PeopleSoft GL and AP Update and Roadmap
Presented by:
Alicia Kinsey, Oracle
Abstract:
Join this session to learn about the recent features we have delivered and what is to come for the future of General Ledger and Account Payable. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM)
P-050657
Improve Supplier Payment Processes with Payment Cards
Presented by:
Alicia Kinsey, Oracle
Abstract:
In many organizations, corporate credit cards are commonly used for travel and expenses, as well as purchasing through procurement cards. Recently, virtual credit card payments are becoming an increasingly popular method for paying suppliers. Traditionally, payments to suppliers have been made via ACH or check. Join this session to learn about a new payment method, Payment Cards, available in Image 52. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM)
P-050658
Unlock the Full Potential of Your Supply Chain with PeopleSoft’s Supplier Classification Tracking
Presented by:
Bob Block, Oracle
Abstract:
Join this session to learn about PeopleSoft’s new Supplier Classification Tracking feature, which allows you to assign and monitor various types of classifications and certifications for your suppliers. The session will include a demonstration of how to set up and maintain these classifications, as well as how to monitor certification expiration dates for suppliers. Additionally, you will gain insights into planned functionalities that will expand into other areas. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM)
P-050659
PeopleSoft’s new Fluid Procurement WorkCenter Provides Many New Capabilities Over the Classic Version
Presented by:
Bob Block, Oracle
Abstract:
We invite you to this session to see our new Fluid Procurement WorkCenter. This revamped Workcenter will use a secure, role-based framework for procurement users. We will support the Buyer and Approver roles, with visibility into exception-based actionable tasks, including actionable PeopleSoft Insights. In addition, we will discuss the Requester based exceptions that we will support in upcoming releases This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM)
P-050663
Articulating the PeopleSoft Value Proposition
Presented by:
Russell Broom, Oracle
Abstract:
Tasked with modernizing your company’s ERP solutions, but not well-informed on PeopleSoft’s next gen capabilities? Unclear on Oracle’s PeopleSoft investment strategy and long term support commitments? Join this conversation led by PeopleSoft executive – Russell Broom, VP of Strategy – about how your company can more successfully and economically meet strategic business goals by investing in PeopleSoft. Understand what the rolling 10-year support model really means, learn about the differences between the delivery models, like PeopleSoft Update Manager versus the delivery model you get in Cloud with a release every quarter. Understand the investment that PeopleSoft continues to make in features that improve the user experience, increase functional capabilities, and deliver meaningful business insights to make it a viable solution until you are ready to invest in Cloud. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleSoft Other
P-050664
PeopleSoft ESA Update and Roadmap
Presented by:
Joe Willever, Oracle
Abstract:
Would you like to reduce the number of transactions in your project costing table and simplify your rate set configurations? Come to this session to see how new integration exclusions, pricing exclusions and partial wildcard functionality can simplify your pricing processes. We will also look at the new Update Wizard activity guides to update your Projects, Contracts and Grants in bulk eliminating risky sql updates. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM)
P-050665
Revolutionizing Asset Tracking: QR Codes & Mobile Scanning in PeopleSoft
Presented by:
Tina Thames, Oracle
Abstract:
PeopleSoft Asset Management now offers built-in asset tracking—no third-party scanners or software needed! Users can generate and print QR codes or barcodes directly from PeopleSoft and scan them with a mobile device’s native camera to instantly access asset records. Join this session for a walkthrough of this game-changing functionality, including a live demonstration of how it simplifies physical inventory tracking and boosts efficiency. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM)
P-050666
PeopleSoft ALM Roundtable: Innovations & Roadmap for the Future
Presented by:
Tina Thames, Oracle
Abstract:
Stay ahead of the curve with the latest advancements in PeopleSoft Asset Lifecycle Management! In this interactive roundtable, we’ll explore the new features released over the past year and give you an exclusive look at what’s coming next. Bring your questions, share your feedback, and help shape the future of ALM in PeopleSoft! This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM)
P-050667
Empowering Your Users: Full Access to Travel and Expense Data with PeopleSoft’s Latest Updates
Presented by:
Kelly Mills, Oracle
Abstract:
Join us for an insightful session dedicated to the latest enhancements in the PeopleSoft Travel and Expenses modules. In this session, we’ll review recent updates that enhance functionality, improve user experience, and streamline travel and expense processes. We’ll cover new features, important fixes, and new strategic initiatives adopted across the PeopleSoft modules Following this overview, we’ll take a look ahead to the PeopleSoft Travel and Expenses roadmap. Get an exclusive preview of upcoming features and planned enhancements designed to support your organization’s evolving needs. This session is perfect for anyone responsible for managing or supporting the PeopleSoft Travel and Expenses modules. Don’t miss the chance to stay ahead of the curve with actionable insights and strategic planning for the future of your system. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM)
P-050668
Page and Field Configurator Update and Roadmap
Presented by:
Joe Willever, Oracle
Abstract:
Join this session for an overview of recently delivered enhancements to Page and Field Configurator (PFC) and a preview of things to come. You’ll learn how we integrated the Notification Framework with PFC to notify managers or administrators when users change the information on a page or add transactions using criteria. We’ll also explore additional capabilities to configure prompt values seen by users, expanded defaults for new transactions, and simplifying registration of event mapping for PFC administrators. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleSoft Other
P-050669
PeopleSoft HCM, Learning, and HR HelpDesk Product Update and Roadmap
Presented by:
Russell Broom, Oracle
Abstract:
Attend this session to get an update on the continuous delivery of new features in PeopleSoft HCM, Learning, and HR HelpDesk applications. You will learn about features recently made available and the roadmap of planned features that you can look forward to over the next 12 – 18 months. This session will showcase how your organization can increase efficiency and get better insight into your business processes, productivity gains, and improve the user experience through investments made across PeopleSoft Human Capital Management, Enterprise Learning Management, and HR HelpDesk. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management
P-050671
Proactive Tips and Tricks for application maintenance and PUM Automated Updates (PAU)
Presented by:
Richard Ramos, Oracle
Abstract:
Join this session to hear directly from the Support team on hot topics, FAQs, and tips to best equip yourself to use PUM and PRP patching process effectively. You will also learn about capabilities of PUM Automated Update This session is eligible the following CPE credits: NASBA
Tracks:
PeopleSoft Other
P-050672
PeopleSoft Notifications and Announcements Update and Roadmap
Presented by:
Russell Broom, Oracle
Abstract:
PeopleSoft has invested heavily in modernizing notifications in the application. Come to this session to learn more about Notification Composer as well as the investments we are making to expand the scope of notifications around Change Tracking, Ad Hoc Notifications, and Announcements. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleSoft Other
P-050675
PeopleSoft Global Payroll Update and Roadmap
Presented by:
Lourdes Hernandez, Oracle
Abstract:
Attend this session if you run PeopleSoft Global Payroll to learn about the latest updates and what is on the roadmap. You will see demonstrations of recently delivered features and a review of features under development. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management
P-050677
PeopleSoft Time & Attendance Update and Roadmap
Presented by:
Anne Leung, Oracle
Abstract:
Attend this session if you run Time and Labor and Absence Management to learn about the latest updates and what is on the roadmap. You will see demonstrations of recently delivered features and a review of features under development. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management
P-050678
“What happens in HR, Stays in HR” – PeopleSoft HR Update and Roadmap
Presented by:
Julie Alonso, Oracle
Abstract:
Come to this session to see recently delivered PeopleSoft HR features like Fluid I-9, Fluid Person Data, Fluid Job Data, PreBoarding and many more! You will also hear about the new and exciting features on the roadmap. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management
P-050679
Use Oracle Guided Learning to lower your total cost of ownership through automated training and process guides
Presented by:
Jeremy Pelley, Oracle
Abstract:
Use Oracle Guided Learning to bring down support cost and help your employees easily find and complete tasks within PeopleSoft. Oracle Guided Learning is not just about learning how to complete a task. Oracle Guided Learning leads the user from start to finish and helps to ensure that tasks are completed correctly the first time. See how Oracle Guided Learning can enhance your user experience and decrease support calls and tickets. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleSoft Other
P-050680
Remote Worker improvements directly from your ideas
Presented by:
Tammy Boyles, Oracle
Abstract:
Let’s review the Remote Worker improvements that were influenced by the Ideas Lab. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management
P-050681
Rethinking the Modern User Experience with the New PeopleSoft Landing Page
Presented by:
Russell Broom, Oracle
Abstract:
A new homepage experience has landed in PeopleTools 8.62! This session will explain the new approach to homepages and the new concept of a “PeopleSoft Landing Page.” We will explain the new styling capabilities in PeopleTools, the example Landing Page, and content services provided by the application releases on PeopleTools 8.62. Come to this session to hear more about these exciting new capabilities and how to leverage the examples being delivered by the applications to start your own journey to a more modern, helpful, and content driven user experience. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleSoft Other
P-050682
PeopleSoft Insights and Analytics – Customer Panel
Presented by:
Tammy Boyles, Oracle
Abstract:
Join us for a panel discussion where customers showcase their real-world Insights. These customers will share their experiences with implementing delivered insights, creating their own, and their own roadmap. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleSoft Other
P-050683
PeopleSoft Payroll for North America Update and Roadmap
Presented by:
Anne Leung, Oracle
Abstract:
Attend this session if you run PeopleSoft Payroll for North America to learn about the latest updates and what is on the roadmap. You will see demonstrations of recently delivered features and a review of features under development. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management
P-050684
Explore our continual improvement to PeopleSoft Benefits for the Employee and the Administrator
Presented by:
Tammy Boyles, Oracle
Abstract:
Learn how PeopleSoft is continuing to enhance the employee’s self-service experience, provide efficiencies using the Benefits Workcenter and Insights for the Benefits Staff and Administrators. We will also talk about the latest on SECURE 2.0 compliance. This session is eligible the following CPE credits: NASBA, SHRM
Tracks:
Human Capital Management
P-050719
Digital Transformation Strategies with AI/ML and GenAI for Oracle JD Edwards and PeopleSoft Users
Presented by:
Jeffrey Eberhard, Oracle
Abstract:
AI is everywhere; it is disrupting every business within every industry today. Most customers we speak with are convinced that AI is transformational. However, as businesses, they’re looking for tangible outcomes from AI. They want to enhance customer experiences, improve decision-making, and reduce costs. They’re not only looking to optimize their processes but to transform their business by discovering key patterns and trends to develop new products that will help them to gain a competitive advantage and expand their market share. The good news: 92% of large companies report ROI on their data and AI investments. Whether you are hosting on-premises or already operating in the cloud, join us for strategies to gain new insights, drive efficiency, and scale AI/Gen AI across your business to achieve more than ever with your existing Oracle JD Edwards and PeopleSoft applications. This session is eligible the following CPE credits: NASBA
Tracks:
Cross Cloud Applications, JD Edwards Other, PeopleSoft Other
P-050721
Unlock Your JD Edwards and PeopleSoft Data’s Full Potential with a Multicloud Strategy
Presented by:
Dave Geoffrion, Oracle
Abstract:
In the past, companies have struggled with access to their most useful data, which is often kept in on-premises databases. Now, whether your workload runs on a hyperscale cloud or on-premises, you can access your data platform consistently, with the push of a button. Join us to discover how you can gain the flexibility you need to run your JD Edwards and PeopleSoft workloads where you want. This is a result of the partnerships that have enabled Oracle Cloud Infrastructure (OCI) to expand its presence in the multicloud landscape, and to offer Oracle Database and associated services based on Exadata on Amazon Web Services, Microsoft Azure, and Google Cloud. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, JD Edwards Other, PeopleSoft Other
P-050733
Autonomous AP: How to Revolutionize Your Invoice Processing
Presented by:
Daniel Shore, Medius Software Inc
Abstract:
Managing hundreds, thousands, or even tens of thousands of invoices can overwhelm any AP department. From chasing approvals to managing phone inquiries and missing early payment discounts, the inefficiencies can add up fast. However, with autonomous AP solutions, organizations can revolutionize their financial operations. Imagine processing more than half of your annual invoices without human intervention. With AI and automation, touchless invoice capture becomes a reality, freeing your team to focus on higher-value tasks. This session discusses how to achieve: Enhanced Fraud Detection: Leverage AI to identify suspicious transactions before they become issues. Faster Payment Processing: Reduce manual effort and ensure timely payments, unlocking potential discounts. Improved Liquidity: Optimize cash flow with streamlined processes and better payment management.
Tracks:
Financial Management, Financials & Supply Chain Management (FSCM), Finance & SCM
P-050752
PeopleSoft: Maximize, Modernize, or Transform?
Presented by:
Shawn Fournier, ERPA
Abstract:
When it comes to PeopleSoft, there are multiple ways to drive incremental value within your organization. Whether your goal is to maximize your PeopleSoft investment, modernize it in the cloud for a SaaS-like experience, or transition toward a cloud-enabled, agile IT operation, ERPA brings decades of expertise to guide you in choosing the best path forward. This session is eligible the following CPE credits: NASBA
Tracks:
Cross Cloud Applications, Cloud Infrastructure & Technology, PeopleSoft Other
P-050756
What to Know About Modernizing Your ERP Platforms
Presented by:
Jason Zolczynski, Navisite, a part of Accenture
Abstract:
As your business grows and evolves, determining the right time for an ERP upgrade can be challenging. How can you take control and identify key considerations to optimize timing, strategy, and impact? Join Navisite, part of Accenture’s Senior Manager of Oracle Consulting, Jason Zolczynski, as he shares valuable lessons and strategies based on decades of collective experience guiding clients through hundreds of ERP upgrades, migrations, and implementations. This presentation will provide attendees with: •Key considerations for deciding whether and when to modernize your Oracle platforms. •Practical, real-world insights to help map out your upgrade and/or migration plans. •Tips for articulating the benefits and gaining buy-in for your ERP strategy from business and technology leadership. No matter where your organization is on its ERP journey, this session will help you develop an actionable long-term approach for modernizing and maximizing your Oracle investments while continuously improving the end-user experience. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, JD Edwards Other, PeopleSoft Other
P-050760
The Data Jedi’s Playbook: Wielding the Leading Data Technologies for True Enterprise Intelligence
Presented by:
David Kettinger, QuickLaunch Analytics
Abstract:
Is your organization navigating a galaxy of data, struggling to pinpoint the insights that truly drive business value? Traditional ERP reporting tools are like ancient star charts – offering limited views in a universe of untapped potential. It’s time to awaken your inner Data Jedi. In this session, we will equip you with the “Data Jedi’s Playbook,” revealing how to master today’s most powerful data technologies—Databricks, Fivetran, Microsoft Power BI, and Fabric—to transform your data strategy from reactive reporting into a force for proactive, insight-driven action. Prepare to master four core ‘Data Jedi’ techniques that will enable you to turn data into your most powerful ally: 1.Conquer Data Silos: Learn how automated data pipelines can unify fragmented data from every corner of your enterprise, including complex ERP systems, bringing order to your data galaxy. 2.Master the Modern Data Lakehouse: Understand how to wield Databricks and Microsoft Fabric to build a flexible, AI-ready Data Lakehouse foundation, unlocking advanced analytics and future-proofing your business intelligence capabilities. 3.Build Your Single Source of Truth: Discover how to forge robust, enterprise-grade Power BI data models that illuminate the path to clarity and serve as the bedrock for trusted decision-making. 4.Empower Your Entire Organization: Implement strategies to launch a thriving self-service analytics environment, turning every team member into a data-empowered decision-maker. Join us to learn how other Oracle ERP customers have harnessed these forces to drive positive business outcomes. You’ll leave equipped with an actionable framework to achieve true enterprise intelligence and become a master of your data domain.
Tracks:
Cloud Infrastructure & Technology, Tools & Tech: Digital Platform, PeopleTools
P-050799
Oracle Database 23ai: What’s New, What’s Next
Presented by:
Killian Lynch, Oracle
Abstract:
Oracle Database 23ai brings hundreds of new capabilities aimed at helping businesses stay ahead in an AI-driven world. This session takes a high-level look at what’s new in Oracle Database 23ai since launch and where the database is headed. We’ll cover the strategic direction of Oracle Database, recent innovations, and how the database will continue to evolve to meet modern enterprise needs. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, PeopleSoft Other
P-050857
Proactive PeopleSoft Management: Leveraging OCI Observability & Monitoring for Peak Performance
Presented by:
Jyoti Shah, Oracle
Abstract:
In today’s dynamic IT landscape, maintaining optimal performance and reliability of enterprise applications like PeopleSoft is paramount. Oracle Cloud Infrastructure (OCI) offers a comprehensive Observability and Management platform tailored to meet these needs. This session delves into how PeopleSoft customers can leverage OCI’s Stack Monitoring services to achieve integrated visibility across their application stack, encompassing application servers, web servers, and databases. Attendees will gain insights into the deployment process, including configuring the environment, installing management agents, and enabling Stack Monitoring services. The presentation will also highlight best practices for proactive issue resolution, performance optimization, and ensuring seamless operation of PeopleSoft applications within OCI. By the end of this session, participants will be equipped with the knowledge to implement robust observability and monitoring strategies, enhancing the efficiency and reliability of their PeopleSoft environments. This session is eligible the following CPE credits: NASBA
Tracks:
Cloud Infrastructure & Technology, PeopleSoft Other
P-050868
Journey from PeopleSoft to Oracle Cloud: Best Practices on Getting Your Precious PeopleSoft Data to the Cloud
Presented by:
Doris Wong, Smart ERP Solutions, Inc.
Abstract:
You’ve made the decision, or maybe you’re still exploring your journey from PeopleSoft to Oracle Cloud. Regardless of where you are in your process, what applications you’re taking to the Cloud, HCM, Financials and/or Supply Chain, or whether you are doing a one-time migration or pursuing an integration to a Cloud module, one of your most important success factors is ensuring your precious PeopleSoft data accurately and successfully makes this journey to ensure you can run your Oracle Cloud applications successfully. Come learn about how to strategize, plan and execute this critical data migration as part of your PeopleSoft journey to Oracle Cloud. In this session we will discuss the strategies and methods for migrating your Peoplesoft data to Cloud. In addition to showing the technical methods that Oracle provides for importing external data, we will also discuss strategies and best practices for ensuring a successful data migration for your scenario. After attending this session, you will be armed with the best practices that you need to begin your journey to the Cloud with confidence that your data will successfully make that journey to the Cloud with you. We will also share a couple of our clients’ use cases that have made this this journey from PeopleSoft to Oracle Cloud. This session is eligible the following CPE credits: NASBA
Tracks:
Cross Cloud Applications, Financials & Supply Chain Management (FSCM), PeopleSoft Other
P-050913
Modernizing Grant and Subaward Management: A Comprehensive PeopleSoft Demo
Presented by:
Jessica Mann, SpearMC
Abstract:
Does your organization need to issue grants, manage proposal intake, maintain subaward legal documents, or oversee milestones and invoice validations? Whether you’re a grantor managing external funding or an organization issuing RFPs for products and services, this session is for you. Join SpearMC for a live demonstration of the fully delivered PeopleSoft Grantor solution—designed to streamline the entire lifecycle of external funding. From proposal receipt and subaward approvals to budget-to-actual reporting, sponsor billing (for both internal and subaward expenses), and payment processing, we’ll show you how automation can transform your processes. Even if you’re not in the business of grants, you’ll gain valuable insights into how PeopleSoft’s robust tools—Grants Management, Strategic Sourcing, Supplier Contracts, Purchasing Contracts, and the eSupplier Portal—can improve efficiency, enhance compliance, and modernize procurement and supplier collaboration/self-service. Don’t miss this opportunity to explore smarter, more strategic ways to manage funding and procurement, 100% with PeopleSoft! This session is eligible for the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM)
P-050960
Smarter Access and Better Security: How Lee County School District Achieves Both Through Automation
Presented by:
Charles Lukes, School District of Lee County
Abstract:
As the threat and compliance landscapes become increasingly complex, organizations must adopt strategies that extend beyond traditional identity and access governance. In this session, we’ll explore the journey of Lee County School District towards a more mature security posture. We’ll discuss the importance of automating key processes such as access provisioning, access reviews, and elevated access management for PeopleSoft and other critical systems. Additionally, we’ll examine how these enhancements mitigate risks, provide actionable metrics to demonstrate the effectiveness of your security strategy, and improve end-user satisfaction.
Tracks:
PeopleSoft Other
People Development
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P-049980
Oracle Generative AI & Vector Database with Retrieval Augmented Generation (RAG)
Presented by:
Rich Niemiec, Viscosity North America
Abstract:
How to leverage AI and Machine Learning (ML) by understanding what you can do with them. Every app & product will leverage AI/ML! We’ll look at algorithms & what they can do for you using the Oracle Vector Database & Vector Search. We’ll look at LLMs (Large Language Models) that can be used with Oracle (like Cohere, Llama, & ChatGPT) to build a Foundation Model that drives your company to success. We’ll look at algorithms in Oracle products used to leverage AI/ML. We will explore how to leverage and integrate AI into your companies tech plan for an advantage or just security. You’ll see how to innovate & better understand Oracle’s leading edge products leveraging the best database for AI. Not for the experts. This session is eligible the following CPE credits: NASBA, IIB
Tracks:
PeopleSoft Other, Business Analysis, Cloud Infrastructure & Technology,
P-050167
Ensuring Sustainability and Growth in Oracle Fusion Cloud: Why Project Managers are an Integral Part of your Oracle Support Team
Presented by:
Chelsea Ward, Choctaw Nation of Oklahoma
Abstract:
As the Choctaw Nation of Oklahoma advances its Oracle Fusion Cloud solutions, a structured project management approach is critical to maintaining stability, addressing immediate needs, and planning for future growth. This presentation will explore how a defined project lifecycle and a systematic project sizing process enable efficient handling of both day-to-day production support and new functionality development. The team categorizes projects and assesses each initiative to determine if it’s an urgent task or one that requires a formal project charter. With the help of a centralized project management tool, workflows are streamlined and aligned, ensuring that each project progresses through clearly outlined stages. Weekly change control meetings are also integral, as they enable the team to review and authorize updates, balancing stability with adaptability. Attendees will learn how this process-driven approach maximizes the Oracle Fusion Cloud’s potential, ensuring that the Nation’s software ecosystem remains resilient and scalable to meet evolving needs.
Tracks:
Cross Cloud Applications, Business Analysis, Professional Development
P-050229
Automation of Non-PO APVs in PeopleSoft: SRS Payment Request Center
Presented by:
Dianne Taylor, Savannah River Nuclear Solutions
Abstract:
An initial Proof of Concept was performed using the delivered PeopleSoft Payment Request functionality. However, the delivered PeopleSoft Payment Request form did not have the SRS required fields and controls to meet all Non-PO APV requirements. SRNS IT Developers; designed and developed a bolt on Payment Request system was created to replace the Site-Wide Forms. To accommodate SRS specific requirements a custom bolt-on fluid self-service interface called the “SRS Payment Request Center” was created to enable more flexibility of the user interface and provide tailored workflow to each site-wide form individually. Using AWE (Approval Workflow Engine), the delivered PS Payment Request processes will process data through the voucher build process to create a voucher to be processed into a payment. This approach minimizes maintenance, avoids customizations, and maximizes usability/functionality. This session is eligible the following CPE credits: NASBA
Tracks:
Financials & Supply Chain Management (FSCM), Business Analysis
P-050243
Crafting Your Leadership Personal Brand: Stand Out and Lead with Impact
Presented by:
Jennifer Abraham, Savannah River Nuclear Solutions
Abstract:
Today, a leader’s personal brand is the cornerstone of influence and impact. This session will empower leaders to define, enhance, and communicate their Leadership Personal Brand to stand out and inspire. Attendees will learn key elements of an authentic leadership brand, practical steps to build and sustain it, and how to align it with personal and organizational goals. As an added focus, SMART goals will be introduced as a tool to make branding strategies actionable and measurable. This session is eligible the following CPE credits: NASBA
Tracks:
Professional Development
P-050252
10 Tips for a Successful Grow Implementation
Presented by:
Tabitha Robinson, Choctaw Nation of Oklahoma
Abstract:
Spoiler Alert! You are about to learn ten tips for a successful Grow implementation from the Choctaw Nation of Oklahoma. These tips are derived from things we did exceptionally well in our implementation and things we would only share with our closest friends (and you’re invited)! Tips will span project planning, business design and decision-making, change management, user adoption, solution evaluation, and more. P.S. The password is “Engaged!” This session is eligible the following CPE credits: NASBA, SHRM, IIB
Tracks:
Human Resources, Business Analysis, Professional Development
P-050278
Building a business case and measuring ROI of your JD Edwards Upgrade
Presented by:
Craig Hill, C&A Technology LLC
Abstract:
Creating a business case for upgrading to the latest release of JD Edwards is difficult for many organizations. Better adoption of the system through an improved user interface: enhanced visibility to business operations through intuitive screens: and even faster response to support issues are “nice to haves:” but they are primarily “soft” benefits. Most organizations need a business case comprised of tangible: hard-dollar benefits in order to justify both the out-of-pocket and opportunity costs of an upgrade project. This case study presentation will describe how a JDE customer built an upgrade business case by finding improvement opportunities within their key business functions. This session is eligible the following CPE credits: NASBA, IIB
Tracks:
Manufacturing & Distribution, JD Edwards Other, Business Analysis
P-050397
Building a Culture of Innovation: Empowering People to Think Beyond Limits
Presented by:
Thomas Messer, Cloud Inventory
Abstract:
Innovation isn’t just about technology—it’s about people. In this session, we’ll explore how to cultivate a workplace culture where innovation is encouraged and enforced. Learn how to identify and recruit individuals who challenge conventional thinking, and how to empower your existing workforce to think creatively while staying aligned with your company’s innovation strategy. This session will equip you with actionable strategies around hyper-automation, R&D, and recruitment to unleash the potential of your people and drive meaningful innovation. This session is eligible the following CPE credits: NASBA
Tracks:
Professional Development
P-050447
15 Years of JDE Integration with Choctaw Nation: From On-Prem to Oracle Cloud
Presented by:
Jeremey Garcia, Choctaw Nation of Oklahoma
Abstract:
Migrating to Oracle Cloud can revolutionize operations but requires a thoughtful approach to integrating legacy systems and workflows. In this session, learn how Magic Software partnered with Choctaw Nation to migrate their IT infrastructure to Oracle Cloud, transforming their processes while preserving critical business logic. Over a decade-long journey, we helped Choctaw shift from on-premise servers to a scalable, cloud-native Oracle ecosystem, achieving seamless integration, greater agility, and long-term efficiency. Discover Choctaw’s real-world success story as we showcase key strategies and best practices: •Oracle Cloud Integration: Transitioning from JD Edwards to Oracle HCM while retaining essential workflows and enabling smooth cross-system functionality. •Optimized Cloud Workflows: Migrating and rearchitecting 50+ projects into consolidated microservices within the Oracle Cloud framework. •Cloud-Native Benefits: Leveraging Oracle Cloud’s 24/7 SLA, scalability, and flexibility to reduce reliance on on-premise systems. •Future-Ready Infrastructure: Fully embracing Oracle Cloud’s capabilities to enable innovation and align with organizational growth. Join us to explore how Magic Software’s tools and expertise made this journey to Oracle Cloud successful, delivering a modern, efficient IT foundation for Choctaw Nation. Who Should Attend: IT leaders, integration specialists, and decision-makers considering or actively implementing Oracle Cloud for enterprise modernization. This session is eligible the following CPE credits: NASBA, IIB
Tracks:
Cloud Infrastructure & Technology, Tools & Tech: Digital Platform, Business Analysis
P-050567
Driving PeopleSoft Fluid Success through Soft Skills and Stakeholder Collaboration
Presented by:
Kiran Parvataneni, AARP
Abstract:
AARP was on the classic version of PeopleSoft for many years, with heavy customizations and bolt-ons. Across HR, Finance and Payroll, they required about 130 customizations and more than a dozen new features. With strict deployment windows and a tight deadline, learn how AARP began to enjoy instant results after implementing Fluid, with the help of their managed services partner ERPA. This session is eligible the following CPE credits: NASBA
Tracks:
PeopleSoft Other, Professional Development
P-050624
Unbreakable: Building Your Personal Future-Ready Operating System
Presented by:
Chris Laping, People Before Things, LLC
Abstract:
In a world obsessed with the next big tech disruption, bestselling author and 4x CIO Chris Laping reveals a surprising truth: the key to future success lies in timeless human fundamentals. In this powerful keynote, he reveals how to build your personal operating system for navigating change—one that’s engineered for growth rather than mere survival. Drawing from extensive research into peak performance and nearly two decades of C-suite experience, Laping demonstrates why investing in people skills at 3x the rate of technical skills is crucial for sustained success. You’ll discover the simple ‘keystone habits’ that differentiate unbreakable professionals from those who struggle with change, and learn practical tools for maximizing your impact within your ‘four walls’ of control. Whether you’re a hands-on practitioner or senior leader, you’ll walk away with immediately applicable strategies to upgrade your professional operating system, enhance your influence, and take conscious control of your future. This session is eligible the following CPE credits: NASBA
Tracks:
Professional Development
P-050758
ClickLearn: Training, Digital Adoption, and Automated Process Testing in One Solution
Presented by:
Daniel Garcia, ClickLearn
Abstract:
Are you upgrading to a new Oracle platform and concerned about cumbersome user instruction updates, user adoption challenges, or finding ways to empower your workforce within the new environment? Or are you simply unhappy with your current training materials and onboarding process? Perhaps you’re also wondering: who will test and sign off on the newly implemented processes before going live? During this session, we will demonstrate how to: · Accelerate User Productivity: Deliver intelligent, customized employee training in 7 different learning formats and 100+ local languages to support your Oracle end users. · Virtual Assistant: Provide on-screen guidance directly within your Oracle business systems, helping users navigate processes seamlessly and perform tasks accurately. · Streamline Content Creation: Create effective, accurate documentation quickly to support high process accuracy and training success. · Keep Training Evergreen: Ensure all employees always have access to the latest version of work instructions with automatically updated materials. · Upgrade With Confidence: Use Automated Process Testing to deliver accurate, repeatable, and high-quality testing, reducing time to go live. Join us to see how ClickLearn simplifies the upgrade journey, supports Oracle users, and drives operational success! This session is eligible the following CPE credits: NASBA
Tracks:
Tools & Tech: System Administration, Tools & Tech: Digital Platform, Professional Development
P-050796
Business Analysis Core Concepts Model
Presented by:
Fabricio Laguna, International Institute of Business Analysis
Abstract:
Join the presenter for this hands-on session where the presenter will use a specific moment from the Star Wars series to invite everyone to fill in a canvas that goes through each of the 6 BA core concepts in a fun and illustrative way from the perspective of different characters from the saga. By the end of the session attendees will be able to: Differentiate the six Business Analysis core concepts; Facilitate the understanding of an initiative using the BACCM framework; Understand that any analysis depends on the point of view, the moment, and the context in which it occurs. This session is eligible the following CPE credits: NASBA, IIB
Tracks:
JD Edwards Other, PeopleSoft Other, Business Analysis
P-050797
The New Standard in Business Analysis
Presented by:
Susan Moore, International Institute of Business Analysis
Abstract:
The business world keeps evolving — and so does the practice of business analysis. For enterprise platform business analysis professionals, staying ahead means understanding not only system functionality but also how to align technology with business needs effectively. To support professionals in this effort, IIBA has released the latest iteration of The Business Analysis Standard—a key step toward connecting it with the broader body of knowledge found in IIBA’s standards and guides. This foundational resource provides a common, simplified language for core business analysis concepts while introducing new focus areas, such as the business analysis mindset and organizational considerations. In this session, we’ll explore what’s new in the latest edition, why it matters for business analysis professionals and leaders, and how you can apply it to your work. Learning Objectives: ✅ Introduce the Business Analysis Standard, how it connects to IIBA’s other standards and guides, and how it applies to business analysts, functional consultants, and business analysis leaders. ✅ Discover what’s new in this edition, including how its language has been made more accessible to a wider range of stakeholders and decision-makers. ✅ Provide guidance for leaders on implementing business analysis in their organizations, using the Standard as a foundation for aligning and standardizing business analysis practices. This session is eligible the following CPE credits: NASBA, IIB
Tracks:
JD Edwards Other, PeopleSoft Other, Business Analysis
P-050798
Panel Discussion: The Future of Business Analysis Leadership – Navigating Change and Driving Impact
Presented by:
Delvin Fletcher, International Institute of Business Analysis
Abstract:
In today’s rapidly evolving business landscape, effective leadership in Business Analysis is more critical than ever. This engaging panel brings together experienced BA leaders to discuss the evolving role of Business Analysts, the skills required to lead in an era of digital transformation, and strategies for influencing decision-making at all levels of an organization. Join us for discussion on how BA professionals can step into leadership roles, foster collaboration across teams, and drive meaningful business outcomes. Whether you’re an aspiring leader or a seasoned professional, this session will provide valuable perspectives and practical takeaways to elevate your impact. This session is eligible the following CPE credits: NASBA, IIB
Tracks:
JD Edwards Other, PeopleSoft Other, Business Analysis
P-050881
JD Edwards Workshop: Orchestrator Studio Fundamentals – A Practical Introduction for Business Analysts & Developers
Presented by:
Quyen Tran, The MASYC Group, Inc.
Abstract:
Pre-registration is recommended for participation. Please visit your My Registrations page of your Quest account to add this session to your conference registration. Walk-ups will only be accommodated on site as space allows. Note: Registration is limited to customers only. This hands-on workshop is designed to introduce participants to the core capabilities of JD Edwards Orchestrator Studio, with a strong focus on the foundational components that business analysts can immediately put to use. Whether you’re new to Orchestrator or looking to deepen your understanding, this session will give you the tools to start building smarter, more efficient business processes. Participants will learn how to build orchestrations using key components such as service requests, rules, form requests, and notifications. Through guided, hands-on exercises, you’ll gain the skills to automate data collection and updates, trigger alerts, and improve operational efficiency within JD Edwards EnterpriseOne—all without writing code. For developers, the workshop will also provide a high-level overview of how Orchestrator can be extended through custom logic, external API integrations, and orchestration inputs/outputs—demonstrating the flexibility and power of the tool when more advanced customization is needed. *Please bring a laptop with access to a browser as well as access to your own EnterpriseOne environment and Orchestrator Studio instance for the same E1 environment to this session to participate. This session is eligible the following CPE credits: NASBA, IIB
Tracks:
Tools & Tech: Digital Platform, Business Analysis
Oracle Visual Builder lets you rapidly create, extend, and host enterprise apps using a visual development environment leveraging the latest JavaScript/HTML/REST tech stack. Learn how and why Visual Builder is used at Oracle to develop the next-generation offering of Oracle SaaS, and see how you can use the same tool to accelerate your delivery cycle for modern user interfaces. This session is eligible the following CPE credits: NASBA