Here are some of our client case studies
ON THE MOVE
With iKW Solutions
“Our goal is to provide Corix Utilities an ERP platform that will carry them into the digital age and beyond by moving them to Oracle’s ERP Cloud platform”.
SITUATION
IKWSolutions was contracted by Corix Utilities, Inc on April 24 2020 to manage their off-premises migration to Oracle OCI. The project entailed the migration from Oracle’s JD Edwards EnterpriseOne, an on-premises AS400 ERP system, to a cloud-based ERP system Powered by Oracle Cloud. The project entailed discovery, planning, designing a solution, and moving the platform from on-premises to OCI.
SOLUTION
The Data Migration project approach began with an assessment of the Oracle’s JD Edwards EnterpriseOne data which needed to be migrated to the Corix Oracle’s ERP Cloud and determined which migration method should be applied to each data set. It was determined that most of the data should be migrated electronically with the remaining data being processed manually. Specifically, the data for General Ledger, Fixed Assets, Perpetual Inventory, and Suppliers should be done electronically. Accounts Payable vouchers, which were due after Oracle’s ERP Cloud go-live date, were not entered into Oracle’s JD Edwards EnterpriseOne. They were manually entered into Oracle’s ERP Cloud as part of the go-live cutover tasks. Open Purchase Orders and Receipts were manually entered into Oracle’s ERP Cloud from an open order report as part of the go-live cutover tasks.
Once the migration assessment was completed, iKW extracted, mapped, and loaded Oracle’s ERP Cloud data templates for each data set, preparing a data migration cutover plan along the way. The entire Oracle’s ERP Cloud implementation team reconciled the data. As errors were discovered, either the Oracle’s JD Edwards EnterpriseOne data was corrected, or the migration tools were reworked to ensure a successful migration of the Oracle’s JD Edwards EnterpriseOne data to the Oracle’s ERP Cloud.
This resulted in a clean migration of Oracle’s JD Edwards EnterpriseOne data at” Go-live!”.
A critical task of any transition from an on-premises ERP solution to Oracle’s ERP Cloud solution is the conversion of the chart of accounts. This added a layer of complexity to General Ledger and Fixed Assets migrations.
RESULT
General Ledger – The detailed general ledger transactions for two (2) years were migrated to Oracle’s ERP Cloud. This was done one period at a time and run through a chart of accounts translation cross-reference table. Because the two systems have different coding block architecture, this took some time to map and explain to the team members. In Oracle’s JD Edwards EnterpriseOne system, subledgers and subledger types as well as category codes needed to be translated into Oracle’s ERP Cloud segments.
Fixed Assets – UI Water had taken advantage of unique flexibility built into Oracle’s JD Edwards EnterpriseOne for handling asset valuation and depreciation methods. Since this flexibility was not available in Oracle’s ERP Cloud, iKW and the Fixed Asset SMEs had to devise a plan to configure the assets in Oracle’s ERP Cloud to minimize the Balance Sheet impact of the asset valuation and accumulated depreciation differences between the two ERP systems. Also, the assets needed to be assigned the proper depreciation methods to ensure future depreciation was calculated correctly going forward. Finally, because the chart of accounts is such an integral part of the configuration of the fixed asset in both systems, the chart of accounts translation was particularly delicate in the migration of the data.
Perpetual Inventory – The perpetual inventory was migrated to Oracle’s ERP Cloud using a combination of electronic and manual processes. The items were identified, and migration data was provided to create the Item master and location records in Oracle’s ERP Cloud. Then a mapping of the item numbers was created and the iKW team created balances and cost reports in Oracle’s JD Edwards EnterpriseOne that were run and manually entered into Oracle’s ERP Cloud as part of the go-live cut-over tasks.
Address Book entries for Suppliers – The migration of Suppliers was limited to Suppliers with activity in the last two years. The first tasks included getting the Supplier data as accurate and complete as possible in Oracle’s JD Edwards EnterpriseOne. While the SMEs were cleaning up the data, the iKW team was mapping Oracle’s JD Edwards EnterpriseOne data from the ten (10) tables that make up the address book records into Oracle’s ERP Cloud migration templates. As an additional step, because the go-live was a mid-calendar year and no paid vouchers were migrated to Oracle’s ERP Cloud, the Oracle’s JD Edwards EnterpriseOne year-to-date balances for suppliers were transferred to support 1099 year-end processing in the Oracle’s ERP Cloud system.
SUMMARY
iKW Solutions utilizes best practices Oracle services methodologies in migrating their customers to OCI. The performance in the cloud was better than expected according to the customer.
Here are some of the things our clients have to say about us.
Donaldson Company “We used Randal York’s team for one project and its success grew into several more projects. We would recommend them to help define your vision and deliver solutions.
– Paul Kojetin, Director Engineering
NCRIC Group, Inc. “They evaluated our problem, made recommendations, put a plan together and delivered per that plan” Our systems performance has never been better.
– Kevin O’Shaughnessy
MMIC – Midwest Medical Insurance Company “They have a quick response time and have come up with the answer we’re looking for.”
-Tom Youngbloom IT Director
Archway Marketing Services “Matthew Aarsvold’s team does exactly what they say they’re going to do…they deliver “ON TIME UNDER BUDGET”!
-Tom Rivers, VP IT
The Quikpages “They are doing exactly what we need them to do!”
-Mary Dedrick, VP Technology
CES International “Would recommend them because they where able to provide the expertise we wanted.”
-Kevin Costin, Engineering Director
VUE – Virtual University Enterprises / NCS “We would definitely recommend them to others based on their flexibility to do what we needed at anytime.”
-Deb Bezdicheck
Skyline Displays “I would recommend them because of their professional quick response and great quality of work.”
–John Gering, IS Manager
Digital Cyclone “They were instrumental in bringing cutting edge database implementations for the foundation of our nation wide B2B Solution”
-Ray Pitmon
MAIC – Medical Assurance Insurance Corp. “Their team has the highest honors I could give.”
-David Brown
Midwest Family Mutual “They definitely met our expectations.”
-Ron Boyd