Peoplesoft...

Re: RE: Peoplesoft...

As a company I would take a look on SAP. This makes best sense since they are market leader and as such probably not a candidate like JDE was.

Hi

How far the merger is going to affect the JDE Technical people?In long run can they sustain in JDE?

Share Ur views

Regards

Folks,

For my 2c:

I think initially on the technical side things will be at status quo for the medium term with the exception that clients will hold on upgrades until the JDE-PSFT migration path is mapped and released.

Then we should see the start of new upgrade projects according to the migration path - probably in 1.5-2 years or so. So I think us technical consultants have a little time to make the adjustments in our PSFT knowledge and training.

BRgds,
/Philip

I don't think any JDE Technical persons have to worry at present atleast for another 3 to 5 years. Since there are many installation which is running and needs constant changes according to business needs.
More over I still find brighter future for JDE freelance consultants, since no one will be there to support technically for OW & WS in future. Already the support from JD was not up to mark, the proof you have so many JDE forums in the net.
PSFT + JDE should surely make an impact in the ERP industry, there should be more opportunity which can be generated. On the long run it all depends on PSFT mgmt to decide on this wonderful application's fate. They have to acknowledge the innovative architecture, which is flexible as well as scalable & numerous successful implementation of this product all around the world with many happy customers.
But sure feeling really sorry for those sitting directly under JDE's umbrella.

Here's another interesting story on the acquisition.
[url]http://searchcrm.techtarget.com/originalContent/0,289142,sid11_gci903968,00.html [/url]

But if Peoplesoft can incorporate their better HR/PR system into JDE's ERP system, we all win...

Jean,
Is PS willing to allocate the extra resources (rememeber, they've already paid $1.7B for JDE)? I don't think so!
My educated guess is WE'LL HAVE TO find a way to make PS and JDE talk to each other ... which can't be THAT bad, can it?
Warm regards,

so jaded, so young... It will keep us in work for awhile.



Jean Driscoll
AS/400 Co-existent Xe 17.1, Update 4/A73Cum12
WWW.JDETips.com

Is peoplesoft's HR system really that much better technically or is it perceived that it is ?

Remember - for those who don't know, Peoplesoft uses Cobol processes for all batch including payroll, and JDE has performed payroll benchmarks far, far quicker than PSFT ever did using parallel payroll (Manpower for example uses JDEC).

However, functionally I might be wrong, I know that PSFT concentrates primarily on the HR side of things, but I thought that JDEC was rapidly catching up.

Now, a big difference is CRM. PSFT integrated Vantive a few years ago and it is highly integrated (as opposed to YouCentric and OneWorld) - the question is how will PSFT view products such as CRM and APS for the future plan ?

We really will not know until it all happens, and hindsight will probably provide us with views that we're missing right now.

This could follow the idea of that old song by Melanie:

"I've got a brand new pair of rollerskates,
You've got a brand new key..."

It would seem that the "key" to this is time...will the combined management allow enough time to find the best fit (Software, Business Partner relationships, even user communities)? If they intelligently plan the (inevitable) merging of the software products allowing not only enough time for all to become acclimated to the new environment, but also to design a product that draws from the strengths of both existing packages, all could benefit; however, if they succumb to pressure (real or perceived) to show the efficiencies of scale that "The Street" and others are expecting from the merger, the result could be an ill-conceived, bastardized product which is not fit for purpose. In that case, everyone loses.

My 2 ct


I have seen in past when msft acquired NAVISION, the whole idea was to integrate greatplains and Navision and bring a product in the market which uses best of both world using MSFT technology and I think there could be two possibility
1) PSFT comes up with a new product which basically an integration of jde and psft using the best of both. It will be difficult to find what is best.. But if the management is looking to be the top I think they will use the technology from both the company to create a winner... if this is the case.. you might have product in few years which will definately will view for number one spot ( some thing similar to HP coompaq maergers)

2) Management is blind and they are trying to hurt sm eone ego and will swallow jde just for its consumer base.... and they wil try to make JDE redudant.. whcih I am not so sure.. off...

I think ... we might see a product some time soon.. which will be a combination of both peoplesoft and jde.. and this combination can be at module level or down to the basic system level....but yeah we all cnc might have good learning curve going forward to catch up with this change.....
Jaise

It all matter of time before PSFT announces a new product something like
"PeopleWorld" that will have best of both world, offered with a direct
conversion plan from both Peoplesoft and OneWorld. The Ford and Mercury will
be quite difficult for the Sell person and will make it uncomfortable to
carry two huge ERPs under one banner. Peoplesoft have recently announce an
increased investment in India..if I have to guess, the money is going to be
spent on rebuilding the Next ERP.

Immediate fallouts will be "world" and any of the two CRM software. World
can be spun off, but CRM,APS and other smaller suites might get slaughtered,
if spinning off or selling will directly affect the PSFT product line.
JDEDWARDS core stands a better chance of surviving, becuase of its deep
integration.

As they CFO of PSFT have admitted, it is going to be a challenge to merge
two companies. I will not be surprised if another Invensys-Baan repeats..

It is going to be interesting ,... In the short term it is Advantage SAP and
ORACLE...

DM

PsftXE, OMSQR, PeopleTAM,
(time to change the buzzwords..)



"I've got a brand new pair of rollerskates,
You've got a brand new key..."

It would seem that the "key" to this is time...will the combined management
allow enough time to find the best fit (Software, Business Partner
relationships, even user communities)? If they intelligently plan the
(inevitable) merging of the software products allowing not only enough time
for all to become acclimated to the new environment, but also to design a
product that draws from the strengths of both existing packages, all could
benefit; however, if they succumb to pressure (real or perceived) to show
the efficiencies of scale that "The Street" and others are expecting from
the merger, the result could be an ill-conceived, bastardized product which
is not fit for purpose. In that case, everyone loses.

_________________________________________________________________
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http://join.msn.com/?page=features/junkmail

Jaise

Don't think that PSFT and JDEC will combine their "Technologies" - they are both very different, and PSFT did not purchase JDE for the technology, they purchased them purely to increase market share.

Although the ra-ra speeches are going on right now, no-one at JDE knows whats going to happen to their job as soon as PSFT takes over. It is NEVER the case that when the company you're working for is acquired, your career path improves. It always becomes more difficult to progress, since you worked for the "loser".

Secondly, the product is about the 10th item on the list of "things to accomplish" - CEO's don't last very long, and their goal is purely market and shareholder valuation - product and customer service comes secondary much of the time.

Remember what you said - when Microsoft took over Navision and Great Plains, Microsoft used their own superior technology to create better products out of what they purchased. The problem between PSFT and JDEC is that PSFT has "claimed" to suggest that "nothing is changing, business as usual" - and that the scare on the street is that if they do attempt to merge, that the bastardized product ends up being a "bloated piece of crap" (direct quote from news article at http://story.news.yahoo.com/news?tmpl=story&u=/nf/20030602/bs_nf/21650)

It is likely that each company will argue who has the better technology, and as JDE is going in as an underdog, the management at PSFT will make the decision that their product is better, hence will swallow up the JDEC product.

Has anyone else noticed that there is no JDE service pack scheduled beyond the PSFT takeover except for the vague "ERP9 SP2 - Q2, 2004"?

As for World - expect either a small company to be spun off or the product to disappear entirely. PSFT has absolutely no experience of RPG.

Don't want to make anyone more depressed than they might be already, but,
this all sounds like good news for Microsoft, Oracle and SAP. Who's going
to commit their company finances to buying a new system from a body that
currently has no single product or shape and where the future is so
uncertain? I fully expect PSFT and JDE share prices to tumble over the
coming months as sales fail to match expectation, putting pressure on to
shed jobs to retain margin. That will send a warning message to the market
place and new customers will look elsewhere for their solutions.

I too expect a spin-off or management buy out of the World customer base but
that company will just become another Baan eventually. There is certainly
now, no long term future for World, and customers will face the prospect of
moving to a new product. Enter MS, Oracle and SAP.

I hope I'm wrong, but I foresee a long downward spiral from this day
forward.

regards
Sid Perkins
Independent CNC & Property Consultant
Tel: 01304 825003
Mobile: 07713158807
[email protected]

----- Original Message -----
From: "altquark" <[email protected]>
To: <[email protected]>
Sent: Tuesday, June 03, 2003 8:05 PM
Subject: Re: Peoplesoft...


they are both very different, and PSFT did not purchase JDE for the
technology, they purchased them purely to increase market share.Although the
ra-ra speeches are going on right now, no-one at JDE knows whats going to
happen to their job as soon as PSFT takes over. It is NEVER the case that
when the company you're working for is acquired, your career path improves.
It always becomes more difficult to progress, since you worked for the
"loser".Secondly, the product is about the 10th item on the list of "things
to accomplish" - CEO's don't last very long, and their goal is purely market
and shareholder valuation - product and customer service comes secondary
much of the time.Remember what you said - when Microsoft took over Navision
and Great Plains, Microsoft used their own superior technology to create
better products out of what they purchased. The problem between PSFT and
JDEC is that PSFT !
and that the scare on the street is that if they do attempt to merge, that
the bastardized product ends up being a "bloated piece of crap" (direct
quote from news article at
http://story.news.yahoo.com/news?tmpl=story&u=/nf/20030602/bs_nf/21650)It is
likely that each company will argue who has the better technology, and as
JDE is going in as an underdog, the management at PSFT will make the
decision that their product is better, hence will swallow up the JDEC
product.Has anyone else noticed that there is no JDE service pack scheduled
beyond the PSFT takeover except for the vague "ERP9 SP2 - Q2, 2004"?As for
World - expect either a small company to be spun off or the product to
disappear entirely. PSFT has absolutely no experience of RPG.

Can't imagine a World to Peoplesoft migration being that smooth nor that
the new company would push it. All World clients are on AS/400 (as are
many OneWorld/ERP X clients), and Peoplesoft doesn't even support that
platform. If, IF, the migration path is ever mapped out, it wouldn't be
an easy one. This is one of the reasons that JD Edwards will continue to
operate as a subsidiary of Peoplesoft. As far as Peoplesoft purchasing
JD Edwards for the install base, first: the bulk of the install base is
on a platform that isn't supported, and second: JD Edwards strength is
in the mid market, while Peoplesoft competes primarily in the upper
market. The acquisition of JD Edwards allows the combined company to
more strongly position themselves against SAP in the upper market as well
as dominating the mid market. The mid market is where the most growth
has historically and in the foreseeable future will be, and Peoplesoft
couldn't compete. JD Edwards can't compete in the upper market against
the others. From a business standpoint, the acquisition/merger makes
sense.

As far as sales are concerned, I would agree that this will certainly
cause uncertainty and a problem with new clients purchasing a JD Edwards
solution. However, from a service and consulting side...OneWorld/ERP X
will still exist and still be supported/developed for at least the next
few years. There is no way to merge Peoplesoft and JD Edwards software
in any less timeframe. And anyone with AS/400 skill is pretty much
golden...there are probably few Peoplesoft consultants with an extensive
background on this platform.

I'm certainly not favoring this development until more information about
the future direction is available, but I can see the business sense.
After posting gains for 6 quarters in a down market, JD Edwards has
posted losses for the last two, and I'm not sure the "downturn" is
temporary. The free spending days of the late 90's is over, and
companies that rode that wave, such as JD Edwards, are faced with the
reality of trying to make a profit in a landscape that is increasingly
hostile.

As a JD Edwards consultant, I'm certainly worried about the future due to
this development, however, I don't see my work load decreasing for at
least the next few years.

IMHO,

Jim

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Don't know about the arrogant comment...but Peoplesoft has a history of a
much more difficult independent and 3rd party partner support.
Independent and 3rd party support organizations should be worried about
this development. If you believe you've been hindered by JD Edwards, you
may be in for a troubled ride with the acquisition.

Jim

________________________________________________________________
The best thing to hit the internet in years - Juno SpeedBand!
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I don't know how they will merge the two technologies.

There are some code in Peoplesoft that are written in COBOL which Peoplesoft is going to phase out. This is progress.
I heard that Peoplesoft does not use any 3 or 4GL language like OW with business functions that are written in C.

Peoplesoft does not support AS/400 anymore.

I've been following the news this week and can't help but feel that change
is definitely in the air. I'll be surprised if Craig Conway (PeopleSoft
CEO) doesn't show up next week at Quest Global to reassure the JDE audience
that their investment is safe, and that PeopleSoft will be continuing to
enhance the OneWorld product for a number of years. 10 years from now,
however, I'd expect that JDE would be 100% folded into the PeopleSoft
product. Long term, this looks like a great move for everyone--short term,
it makes more than a few of us nervous.

I can't claim that I saw this coming, but some of you will be glad to know
that we already have a sample issue of PStips available free at
www.PStips.com. The newsletter is scheduled to go into regular production
later this year. Be assured that we'll be paying special attention to any
PeopleSoft/JDE technical and functional issues in the next few years. It
will be interesting to see just how PeopleSoft takes advantage of JDE's
superior Distribution and Manufacturing functionality. And likewise I'd
expect PeopleSoft to figure out how to integrate their superior HR/Payroll
functionality into JDE's product.

Change is never easy. I'd rather be the buyer than the buyee. For many of
us, the buyout presents the biggest challenge we will face in our
professional lives. I'm sure many of us will persevere and even thrive.

On the subject of User Forums, I've done a lot of reasearch on all three
players--SAP, JDE, PS, and haven't found anything to compare to JDElist.
Eric, I'm sure you will heed the call, and when the time is right, you'll
announce your expansion into the PeopleSoft arena.

Andy Klee, Publisher
www.JDEtips.com
www.PStips.com



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Andy Klee
www.JDETips.com

Actually Jim, this is really not the case (as far as the difficult independent relationship is concerned).

PSFT reduced the number of Business Partners back in 2000 - slicing some organizations off their list to try and recover some of the implementation issues that had occurred previously. This move was slammed by all those cut business partners - and somehow they were able to achieve better media coverage regarding the loss. Hence, peoplesoft were able to encourage a myth that their program was difficult to join.

However, PSFT outsources practically ALL of their consulting to business partners - and those BP's often subcontract to independents. This is a totally different strategy than JDE agressively entering the market to push out their own partners (such as DTI).

SAP does the consulting right - they sell software, and encourage anyone as far as training is concerned. Training is also available outside of the central organization - and it only promotes the product hence increases sales.

JDEC has finally come to the realization (we all hope) that a software company is very different from a services organization - and by backtracking in 2001 it only made it worse. A service companies valuation is usually close to 1:1 with regards to revenue, whereas a software companies valuation is far higher. JDEC has the lowest P/S in the sector (At 1.7 compared to PSFT at 2.5, SAP at 4.3 and MSFT at 8.5)

The average of the industry is at 2.3, which would actually mean JDE shares should be currently higher than $16.5. This deal is all about valuation of the companies involved, and the valuation is directly related to how much services and sales is performed by each.

As a comparison, EDS is at a P/S of 0.5 - 10bn Market Cap for 20bn Revenues.

Hi Group,

Was following up for the past couple of days.... This came as a shock, just when i was collecting details for my next assignment. Anyway...

I really feel that comments at this stage are little immature and are highly speculative in nature. the first point that I got confirmed was.. PS will be continue support to World.

Also, i really accept Jon's statement on integrating PS and JDE. Attempting so is a clear indication of indefinite closure of PS, JDE combination.

Anyway, We will wait for more details on the merger plans.....(Holding my breath)

Cheers,
ArunSrinivasan.P.