#C

15

LV

REMINDER

Check in on the COLLABORATE mobile app

How to Manage and Be Part of a Successful Regional User

Group

Prepared by:Melissa PenfieldPresident-SCUGSr. Manager, Applications – Fluidmaster, Inc.

Sunday, April 12th, 2015 2:15 PM Reef C

Session ID#: 100820

@MelissaPenfield

#C

15

LV

• Silence Audible Devices• Note Fire Exits• Partake of Refreshments• Note Quest Staffers (green shirts) and

Room Monitors• Complete Feedback Form• Ask Questions

Administrative Notes

Please:

#C

15

LV

3

Agenda Introduction

Types of User GroupsBenefits of Being on a BoardAbout SCUG – Running the RUGQ&A

www.jdescug.org

#C

15

LV

• Melissa Penfield• Sr. Manager, Applications – Fluidmaster Inc.• Former JD Edwards & Deloitte Consultant• Also Amgen – Biotech• And Majestic Realty – Commercial Real

Estate• Involved with JDE since 1995

Introduction

Corporate Overview

• Founded in 1957• Best Selling Toilet Fill Valve

in the World• Serve 3 Customer Sets:

• OEM Toilet Manufacturers• Large National Home Improvement Retailers• Wholesalers serving plumbing industry

#C

15

LVSan Juan Capistrano, USAGlobal Headquarters, Engineering, Testing, R&D

6Proprietary and Confidential

Fluidmaster Overview

#C

15

LV

MANUFACTURINGHEADQUARTERS KEY DISTRIBUTION

7Proprietary and Confidential

Fluidmaster Global Footprint

Fluidmaster Overview

#C

15

LV

8

SIGS, RUGs & PUGS– What is the difference?

RUGs – Regional User Groups (like SCUG!)

SIGs – Special Interest• Industry, Product, even

Module Specific (72)

SIGs – Special Interest

PUGs – Product

IUGs – Industry

Quest, OAUG, IOUG

USNorth, South, Central, East, West

Canada South Am.

Asia

Aus/NZ

Central Am.

EMEA

#C

15

LV

9

Quest IOUG OAUG“Parent Groups”

• Umbrella National and International User Groups

• Covers Multiple Oracle Product Lines, All Industries, Modules and Special Interests

• Puts on the Larger National and Int’l Conferences

• Provides Tools & Direction to the SIGs, RUGs & PUGs

#C

15

LV

10

RUGsRegional User Groups

• A ‘Sub’or ‘Child’ group

• Usually run independent of Parent group and not funded by Parent Group

• Many run by customer board, may be some partners

• Meet locally one to four times per year

• Focus on Education, Networking, Meeting Local Customers and Vendors

#C

15

LV

11

Product, Industry & Special Interest Groups

• Not specific to a region• May have site events, but usually a monthly call• Works closely with Oracle to Facilitate Enhancements

Process • Great for specific questions on a product problem,

learning from other customers how they use software features and deal with problems

• PUGs: HCM, E1 Mfg & Dist, JDE Upgrade Consortium• SIGs: Tech SIG, Business Intelligence, UPK SIG• IUGs: Agribusiness, Consumer Pkgd Goods,

Engineering & Construction, Real Estate, Life Sciences

#C

15

LV

12

Benefits of Participating in a RUG

• Local meetings for interaction with other JDE customer• Quarterly, Semi-Annual, 3 times per year or Annual meetings

• Place to meet other customers and solutions providers in your local area

• Oracle participates in meetings, meet local Oracle reps and get Oracle Roadmap information.

• Everyone works together to drive customer participation

#C

15

LV

13

Who We Are

■ We are…..

The Southern California Regional User Group (a Quest RUG) for Oracle JD Edwards EnterpriseOne and WorldSoftware customers.

Led by a volunteer Board of Directors elected by our customer members.

■ MISSION STATEMENT

To foster communication and networking between customers with similar experiences and challenges.

We share experiences and best practices relating to the use of JD Edwards software.

#C

15

LV

14

Board of Directors■ Executive Board

President Melissa PenfieldFluidmaster Inc.

Vice President Somchai MoiMicrovention

Treasurer Thomas CochranCBRE

Marketing Director Patricia Vincent Michael Kors

■ Officers – at - Large Website & Membership Coord Peter Yang City of

HB Meeting Coordinator Jeff Hartke

Emser Tile Secretary Damodara Reddy

Christie Digital■ BP Liaisons

Oracle Partner Advisor Cynthia Milenkovich Allout Security

Community Liaison Todd ChromzakEmeraldCube

#C

15

LV

15

Typical Meeting Format

#C

15

LV

16

Website www.jdescug.org

#C

15

LV

17

What is Offered on Our Website www.jdescug.org

■ About Us▪ President’s Letter

▪ Board of Directors Bios

▪ By-Laws

▪ Contact Us Form■ Headlines / Info

▪ Past and Upcoming Events

▪ Renewal Info■ Knowledge Section

▪ Presentations & Whitepapers

■ Annual Sponsors & Links■ Login

▪ Maintain your primary and company contacts

▪ RSVP yourself and other company members for our meetings.

■ Email Blasts▪ Allows SCUG to Send

Email Invitations / Information to our Members & Contacts

#C

15

LV

18

How do we Manage SCUG?

■ Sponsorships and Membership Options

■ Average Attendance■ Typically have:

▪ Board Members

▪ Partner Company Members

▪ Customer Companies■ Board Time Commitment

▪ Executive Council

▪ Officers-at-Large

■ Join or Sponsor & Exhibit

■ ~100■

▪ 9 and 1 or 2 partners

▪ ~40

▪ ~40 companies / meeting

▪ 8-10 hours / month

▪ 2-5 hours / month

#C

15

LV

19

Membership Model & Sponsor Options

■ Levels for Customers▪ Enterprise - $750 up to 20

▪ Large Corp - $500 up to 10

▪ Mid-sized - $300 up to 5

▪ Individual - $150 1 named■ Vendor Partner

▪ Platinum $1700, exhibit all meetings, 5 attendees

▪ Gold, $1400, exhibit 3 mtgs, 4 attendees

▪ Silver, exhibit 2 mtgs, 3 att.

▪ Bronze, exhibit 1, 2 att.

■ Sponsorship Options

▪ Member and Non Member pricing

■ Keynote$1500

■ Happy Hour $500■ Exhibit

$500■ Breakfast

$350■ Luncheon

$700■ Registration Gift $250■ Lanyards

$250

#C

15

LV

20

A Big Part of Our Success……………..Our Relationship with our Partner Members

These are some that exhibited at our March meeting:

#C

15

LV

Formed as a Non-Profit Moving Qtrly meeting around So Cal – 4 counties Hired CPA for Tax filing and handling legal docs Added a la carte Sponsorship options Added exhibitor tables (sponsored) to all meetings Added Customer Spotlight Mini-Session Added merchant account to allow credit card processing Replaced Holiday ‘Social’ event with Regular Q4 Meeting with Holiday Theme Added Community Liaison to Manage Surveys

SOME NEW FEATURES…. ADDED RECENTLY

#C

15

LV

WHAT HASN’T WORKED….YET……

•Merging PeopleSoft / JDE into one RUG for So Cal•Trying to run the group with only 3-4 Officers•Survey strategy - not good at reviewing / managing to results•Getting nominees to open Board positions•Keeping content fresh on SCUG site•Effectively Marketing Meetings•Visibility into which sites benefit customers in those locations•Full management of group from the Quest RUG site

#C

15

LV

SOME NEW IDEAS FOR THE FUTURE

•Adding secure Credit Card link to website•Looking for customer hosted meeting sites•Trying to incorporate the Quest RUG site to manage meeting registration•More professional development

#C

15

LV

Contact USFill out ‘Contact Us’ Form at www.jdescug.org

Or Email: Info@JDESCUG.org

Melissa Penfield – PRESIDENT

mpenfield@fluidmaster.com

Join our Group on LinkedIn and Quest

Feel free to invite us on the board to your LinkedIn Contacts

#C

15

LV

Please complete the session evaluationWe appreciate your feedback and insight

Session ID#

You may complete the session evaluation either on paper or online via the mobile app

#C

15

LV

26

Visit Seth & Dana at the Quest International Users Group Booth #337

■ Let us show you how to leverage the Quest community to maximize your ERP investment

■ Receive your personalized Quest Activation Plan & learn how to make the most of your membership

■ Plus, find out how you can join us in celebrating our 20th year of success – you might just win a special Quest-themed bottle of Kentucky bourbon!

Quest is the home for PeopleSoft and JD Edwards Users