JDE World Migration to Oracle Fusion Cloud Applications

The Client 

The client, a government agency, embarked on a significant modernization initiative to replace their legacy JD Edwards World system with Oracle Cloud Applications. The aging system, in operation for over two decades, presented challenges in supporting contemporary finance, human resources, project management, and budgeting processes. 

Business Challenges 

The client, in the process of transitioning from JD Edwards World to Oracle Cloud Applications, faced the critical challenge of migrating their legacy data to the new cloud-based system. A thorough understanding of A9.4, particularly its tables, was essential for the technology partner to successfully navigate this complex data migration process. The migration from JD Edwards World to Oracle Cloud Applications is unconventional and often presents significant challenges. The client required a data migration approach capable of synchronizing data across various file formats and seamlessly transferring it to the cloud for appropriate cataloging. 

ennVee and the Migration Journey to Oracle Cloud Applications 

ennVee, as the migration partner, played a pivotal role in the data conversion process. The following steps outlined the key activities undertaken: 

Data Source Mapping

ennVee managed the mapping process, defining the logical and physical organization of data sources, targets, and the transformations required to move data from source to target. 

Data Extraction 

ennVee was responsible for extracting data from the source data stores. Data was extracted through mapping and could be filtered during the loading process. Target datastores, the elements to be loaded by the mapping, were defined within data models. Datastores to be used as sources and targets of the loading process had to exist in data models before using them in mapping.  

Data Transformation with Boomi 

The modern integration platform as a service, Boomi, was leveraged to transform data into .csv or .dat files. Boomi's efficient data mapping capabilities ensured a smooth migration process without disruptions. Its robust connectors and real-time data synchronization simplified complex transformations while preserving data integrity and consistency. 

A detailed specification file was delivered by the Boomi developer, outlining the required data transformation for each field in the mapping document. This specification included any necessary cross-references between JDE and OC values, as well as special formatting requirements for Oracle, such as the conversion of dates from JDE Julian format to OC date format and the logic for effectivity dating to obtain a synchronized data set for each conversion. 

Unit Testing and Quality Control 

Before handing off the migrated data to the client, ennVee conducted thorough unit testing and quality control to ensure data accuracy and integrity. 

Data Migration Approach

A conversion process was created that was automated, repeatable, and flexible.  

Automated

The extraction of data from the JD Edwards World database was automated using Boomi processes, executed with minimal human intervention. This ensured consistent process execution, minimizing human error. 

Repeatable

Given the iterative nature of the data conversion process, the Boomi processes were designed to be repeatable throughout the larger project. Worktables used within the process were regenerated as needed, ensuring self-containment. 

Flexible

To accommodate cross-referencing between JDE World values and new Oracle Cloud values, soft-coded Xref tables were utilized instead of hardcoding references within the Boomi code. These Xref tables facilitated data lineage, enabling tracking of contributing systems, data versions, and more. 

Additionally, filters were applied to the conversion using soft coding. This flexibility allowed for filtering based on effective dates, active or inactive records, and other criteria to support data cleanup efforts. 

Data Conversion Deployment

ennVee's contributions to the data conversion process included data mapping, design and development of Boomi processes, and unit testing. Additionally, ennVee coordinated the execution of conversions at key milestones throughout the project. 

Data Conversion List

The initial list of 15 required conversions expanded to a total of 39 automated conversions to address additional data migration needs. The data conversion list encompassed master, transactional, and history data, including employee records, payroll, salary conversion, tax cards, accounts and balances, GL budgetary control, GL history, project costs, project assets, invoices, encumbrances, purchase orders, suppliers, active customers, asset records, and inventory items. 

Updated maps for each table were shared, outlining the source of data within the JD Edwards World database. 

Data Strategy Document

The data strategy document for the client outlined the approach to transferring data, besides including and listing the migration's objectives, data quality assessments, mapping, and data transformations to the new system. The document also covers data governance, security measures, timelines, and risk management, along with a plan for testing and validating data accuracy post-migration. 

The data conversion process was executed in alignment with key project events, including SIT data refresh, UAT data refresh, and Cutover data refresh. 

Business Outcomes 

Accelerated Time to Value  

A smooth data migration process, enabled by ennVee's expertise and the use of Boomi, allows the client to quickly realize the benefits of their Oracle Cloud investment. By minimizing disruptions and ensuring data accuracy, ennVee helped the client avoid delays in adopting new functionalities and realizing operational improvements. 

Improved Data Quality and Integrity

ennVee's focus on data quality and the implementation of robust data validation processes resulted in cleaner, more accurate data within the Oracle Cloud environment. This improved data quality will ensure a reduced risk of errors and inconsistencies. 

Enhanced Operational Efficiency

The successful migration of critical business data to Oracle Cloud streamlines the operations and enables the client to leverage the cloud platform's capabilities for greater efficiency 

Reduced Risk and Mitigated Disruptions 

A well-executed data migration process, as facilitated by ennVee, minimized the risk of data loss, corruption, or errors. By implementing effective data governance and security measures, ennVee helped client protect their valuable data and mitigate disruptions to their business operations. 

Current Status 

ennVee continues to offer production support.