JDE Purge Customer Survey – 5 Items of Note

November 19, 2013

Authored By Mike Guerin, TeamCain

We just finished a couple of weeks ago our first customer survey for our Purge-it! customers and got some interesting information we wanted to share.  So, here goes …

1. Purge and archive as related to upgrades

The customers we surveyed are Purge-it! users – so they know what can be done as related to purge and archive and what is involved.  Over half of them reported they would be upgrading within the next 12 months.  More importantly, over 95% indicated that a purge and archive would be part of their upgrade plans … and 85% said they would perform this BEFORE the upgrade.  We get asked a lot about this  - purge and archive tied to an upgrade, and whether to do this before or after.  We think it is highly relevant that customers with experience on this front choose to do this, and to it before the upgrade.

2. Frequency of purging and archiving
Over 60% of the customers surveyed do annual purges, next highest was “as required” at just under 25%.  The “as required” includes those that purge more than once a year.  This does tell us that there are certainly customers out there who work at keeping their data clean and in line – so much easier this way that the “fire drill” every 4 to 10 years to clean up a whack of data.

3. Retention Policy
As expected, the most common retention policy for production data was current + 2 years.  Interesting, the second most common was 7 years – seems like a lot, but many industries (and for some customer specific details like sales data) require more than the C+2 in production.  The smallest reported was current plus a few months. 

What DID surprise us was the retention policy for archived data – just fewer than 80% reported keeping 7 or more years in ARCHIVE – wow.  Realistically, if disk is not an issue then having it out of Production but still accessible provides benefits all around.   Being able to access EnterpriseOne archived data while in Production like you can do with Purge-it! is a key for this no doubt.

4. Use of custom tables
We had always believed that JDE customers make a lot of use of the custom tables feature – this is the ability to create tables in the F55 – F59 range.  What we found out validated this – about 83% of the respondents noted that they do use these – either for tag files (things like an F554311 or F560911) or for custom created features and the related files (things like F59 tables).  Pretty common to extend the use of the tables, and a great feature in JDE.

5. How long the purge and archive takes
58% of customers reported doing their purge in less than a month, and none took more than 3 months on the calendar.  Of course, there are regular duties to handle … no one does just a purge and drops everything else.  Of note though with this feedback is that a purge and archive is not a huge process – it can be done pretty quickly.

Other notes

We asked a bunch more questions on the survey, and wanted to share some that are specific to Purge-it! and how it was viewed:

The top features of Purge-it! were:

  • Ease of use
  • No table locks or system down time
  • The option to self install / self train / self operate
  • How Purge-it! looks, feels and works just like JD Edwards
  • The out of the box access to archive data within Production (only for EnterpriseOne clients)
  • Single process for purge, summarize and archive

The top reasons for selecting Purge-it! for their purge and archive needs were:

  • Ease of use
  • Ability to access archived data from within production directly
  • Price / investment
  • How it worked just like JD Edwards
  • Product presentation

Hope this is helpful to you, the reader.  Let us know how we can help with your purge and archive needs for JDE – we’ve been doing this for over a decade!  Be glad to help out … perhaps a review of your tables and some recommendations? For more information, click here.

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