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Gap Analysis for JD Edwards Localization in Mexico

Moving a Manufacturer from the US to Mexico

Overview

The move of a manufacturing facility required the US-based corporation to create a legal entity in Mexico for manufacturing and selling in the JD Edwards system.

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Challenge

A manufacturer was moving their manufacturing facility from the US to Mexico, requiring the creation of a legal Mexican entity and JD Edwards localization. After forming a detailed implementation team and plan, Surety’s JD Edwards localization expert helped guide the company through the process.

Solution

Surety System’s consultant conducted a full analysis of all the modules and programs being used in the existing JD Edwards system. Using that information, he designed a detailed project plan complete with tasks, duration, resources, and percentage complete.

Result

Surety’s consultant completed the localization and conducted strong knowledge transfer among the US corporate implementation team and the Mexican corporate team.

The Challenge

Our manufacturing client moved their manufacturing facility from the United States to Mexico. The move of the manufacturing facility required the US corporation to create a legal entity in Mexico for manufacturing and selling in the JD Edwards system. The US corporation requested that Surety Systems assist in two areas: educating them about Mexican government regulations and configuring the JD Edwards system so they could run their business in Mexico.

The Solution

The first thing Surety’s JD Edwards consultant did was determine the requirements in the system to meet the expectation of the executive team. He then created a detailed project plan with every task item required to ensure a successful implementation. An implementation team was formed with 12 members from the US and Mexico, and weekly project status update meetings were held to track progress. The consultant made it a point to keep executive team members updated with the project plan weekly to ensure an effective communication strategy. He also conducted a strong knowledge transfer among the US corporate implementation team and the Mexican corporate team.

The Result

Surety System’s consultant conducted a full analysis of all the modules and programs being used in the existing JD Edwards system. Using that information, he designed a detailed project plan complete with tasks, duration, resources, and percentage complete. He conducted weekly status meetings and made multiple visits to the Mexican location to ensure knowledge transfer and review the setup of the system.

Additionally, the JD Edwards consultant educated the US implementation team about all the requirements of the Mexican regulations in the system and standard business processes and assisted the US-based AP team on their check writing versions. He also configured the Mexican Chart of Accounts in the system and synched it to the US-version for reporting.

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