Manual data migration during rollouts and M&A
The client used JDE (JD Edwards) as ERP, Oracle Sales, CPQ, Field Service cloud as CX platform, and Baxter Planning as supply chain planning system. The client had grown to 14 regions across three continents through organic growth as well as through mergers and acquisitions. They have to roll out their JDE and other applications globally. This requires the migration of data from existing legacy applications to this new platform. It included information about all stakeholders and data involved in sourcing the raw materials and supplying the final goods, such as customers, employees, contracts, and suppliers. The old traditional process using manual code took multiple months for data migration and had a lot of data quality problems.
Absence of Master Data governance process
There was a lack of standardization and an established change management process in each of these applications, and master data is scattered across all these systems. As a result, the different teams had to coordinate with each other manually via email or SharePoint for items defined in the system, even for the changes. In addition, the KYC (Know your customer) process involved was manual, too, with teams resorting to SharePoint data which makes verification of duplicates an arduous task. Finally, the lack of control security at the organizational level further contributed to the governance woes of the client.
Manual price-related calculations
The client used spreadsheets to determine item prices sourced via different suppliers. They then fed the information to the JDE to process the transactions. Unfortunately, there was no automated process for this, which meant that every time there was a change in supplier price or exchange rates, the team had to sit with elaborate spreadsheets and do it all over again. They have to spend multiple weeks completing this exercise.