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JD Edwards World Checklist: Prepping for Success

Dave Balser
January 2025

As we kick off a brand new year, it's a chance for B2B companies using JD Edwards World to take a good look at their current systems and processes. This review is a great way to spot opportunities for growth, improvement, and innovation in the year ahead.

We've put together a handy checklist to guide you through important tasks, helpful tips, and industry best practices. It's here to help you get ready for the exciting challenges and opportunities that 2025 has in store.  Which items are on the top of your to-do list?

Conduct a Comprehensive Year-End Audit

 Review the status of open sales orders, purchase orders, and inventory receipts  
 Run integrity reports to identify potential issues with the general ledger, trial balance, and accounts receivable and accounts payable files 

Best practice:  Schedule regular integrity checks throughout the year to catch and resolve issues early

Prepare for Year-End Closing

  Back up your system for tax and audit purposes
  Apply ESUs for 1099/W2/T4 processing
  Run fixed asset close program

Tip:  Perform a "dry run" of the year-end close process in a test environment to identify any potential issues
 

Implement Observability Tools

  Consider adopting solutions for real-time system monitoring
  Set up alerts for critical system events

Best practice: Establish a one-year historical baseline for performance analysis to identify trends and potential issues

Optimize CRM and Sales Processes

  Review and update customer data
  Streamline sales workflows

Tip: Integrate CRM with other business systems to improve data consistency and efficiency

Plan for Digital Transformation Initiatives

  Evaluate Orchestrator for business process automation
  Identify areas for potential automation and efficiency gains

Tip: Start with small, high-impact processes to demonstrate quick wins and build momentum

Review and Update Financial Best Practices

  Assess current financial processes against industry standards
  Implement improvements in intercompany transactions and account structures

Best practice: Conduct regular training sessions for finance staff on updated processes and best practices

Prepare Q1 2025 Marketing Campaigns

  Develop thought leadership content
  Plan webinars or podcast series to establish industry authority

Tip: Align marketing initiatives with key business objectives and industry trends for 2025

Evaluate ERP Future Plans

  Consider JD Edwards' roadmap for both EnterpriseOne and World
  Assess potential migration to EnterpriseOne if currently on World

Best practice: Create a multi-year ERP strategy that aligns with your company's growth plans

Implement 64-bit Architecture Transition Plan

  Evaluate hardware and software requirements
  Develop a timeline for the transition

Tip: Engage with Oracle support and certified partners to ensure a smooth transition process

Review and Enhance System Security

  Conduct a security audit
 Update user access and permissions

Best practice: Implement a regular schedule for security reviews and updates throughout the year

Key Trends and Priorities for JD Edwards World Users in 2025

End of Oracle Support

Oracle has wrapped up standard support for JD Edwards World. Extended support for tax and regulatory updates is available until 2025. If you're still using World, it's a good idea to start planning for alternative support strategies.

Migration Considerations

It may be time for companies to consider transitioning to JD Edwards EnterpriseOne or exploring other ERP solutions. Oracle is encouraging World customers to make the move to EnterpriseOne for ongoing support and exciting new features.

Third-party Support Options

For companies wishing to continue using World, third-party support providers can offer maintenance, updates, and even new functionality development beyond Oracle's support timeline.

Digital Transformation Initiatives

Even with legacy systems, companies should prioritize digital transformation initiatives, such as automating processes and integrating with other business systems.

Cloud Integration

Although World is not inherently cloud-based, businesses should investigate methods to incorporate cloud technologies into their systems to enhance scalability and gain access to new features.

Security Enhancements

It's always a great time to take a closer look at your system security. And with official support wrapping up, now is an even better time. This means doing some security check-ups and updating who has access to what.

Continuous Improvement

Even though JDE World may be considered an older system by some, companies should continue to focus on continuously improving their ERP processes. This is especially true in the areas such as warehouse management and financial best practices. ns.

Skill Retention and Training

As finding experts in World becomes trickier, it's important for companies to be open to multiple avenues of supporting their system. This may include a focus on keeping their talented team members, offering training to keep everyone up to speed with the system and when necessary seeking outside sources to support your JDE World System.

Compliance and Regulatory Updates

Given the limited official support, companies need to develop a strategy to stay compliant with changing regulations and tax requirements.

Long-term ERP strategy

World users should develop a multi-year ERP strategy that aligns with their company's growth plans, considering future migration paths or alternative solutions.

If you need assistance with any aspect of your JD Edwards World system or year-end process, consider reaching out to certified JD Edwards consultants like Briteskies for expert guidance.

About Briteskies

Briteskies, a leader in JD Edwards solutions, offers comprehensive services for JD Edwards World and EnterpriseOne systems. With over 25 years of experience, we specialize in JDE upgrades, integrations, customizations, and support. Our team of experts helps businesses streamline operations, reduce costs, and improve efficiency through tailored JDE solutions and seamless integrations. 

 

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