Search Results

View customer attributes and acct info in one form

Business Problem — It is time-consuming to navigate between applications and forms to view customer information across the Customer Master and Accounts Receivable. There is also customer and account information that is not relevant to users that is distracting and consumes valuable real estate on the screen.

Unified entry point to customer interactions, orders & invoices

Business Problem — Busy customer service representatives need to stay on top of customer interactions and the status of customers’ orders and invoices, to ensure timely service and an optimized order-to-case process. Navigating through multiple applications using different entry points takes time and creates frustration.

Simplify Vendor Management Process

Business Problem — Users must track the expiration date of their vendor’s liability insurance in order to ensure that they remain compliant as required by legal regulations. Users want to start working with vendors weeks before the liability insurance expiration date in order to ensure that they are eligible for contract work.

Simplify Affordable Care Act Filing Process

Business Problem — A small IT staff and Human Resources organize and coordinate the Affordable Care Act (ACA) filing process annually. It is a stressful time of year and affects IT productivity and efficiency.

Integrations

Business Problem — The customer is happy with and relies heavily on the JD Edwards EnterpriseOne CRM applications. The customer also uses integration between JD Edwards EnterpriseOne CRM and Microsoft Office on a local Exchange server.

JD Edwards Integration to Salesforce

Business Problem — The customer’s sales representatives use Salesforce.com to manage their CRM data. Sales reps will often order sample products for customers. The inventory and sales orders are managed in JD Edwards EnterpriseOne, but there was no direct integration between the two systems.

Employee Dashboard Composed Page

Business Problem — Employees who do not use JD Edwards on a daily basis as part of their job find the software difficult to use. However, these employees do have to use the software for time and pay.

Customer Service Representative task and service management

Business Problem — When a customer service representative starts their day and manage several customers, it is difficult to know what to work on first. Users can manually inquire across different applications to see the status of various customer activities, but this process is error prone and time consuming.

Automated Requisition Release to Purchase Order

Business Problem — Personnel originate requisitions that travel through the approval routing process. Once there is final approval, originators release requisitions to purchase orders. The Finance Department would then print all purchase orders and distribute them as required.