4 Steps to Planning a Smart JDE EnterpriseOne 9.2 Upgrade Roadmap

Upgrading to the latest version of JD Edwards EnterpriseOne

For many JD Edwards users, new releases and the continued evolution of JDE 9.2 present both opportunities and challenges. New tools, improved usability, and the option to migrate to Oracle Cloud Infrastructure (OCI) make it an exciting time to upgrade, but only if you approach it with a clear strategy.

A thoughtful upgrade roadmap can help you minimize risk, take advantage of new features, and position your organization for future growth.

Still Running on JDE World?

Oracle Premier and Extended Support for JD Edwards World officially ended on April 30, 2025. This means your system has now transitioned to Sustaining Support, which offers very limited maintenance and no new regulatory or feature updates.

Continuing to run business-critical operations on an unsupported system poses growing risks, from security vulnerabilities to compliance challenges and the inability to adopt new technology innovations. For long-time JDE customers, this transition period presents an opportunity to modernize.

Step 1: Run a Technology Assessment

Before deciding what comes next, take stock of where you are today. A technology assessment gives you a complete picture of your current environment, including:

  • Hardware and infrastructure setup
  • Customizations and integrations
  • Module usage (what’s deployed vs. what’s underutilized)
  • Current pain points from end users

 

This step helps you identify gaps, opportunities, and risks, and ensures your upgrade roadmap aligns with business goals.

Step 2: Prioritize New Features

JDE 9.2 Releases come with powerful tools that many organizations don’t fully leverage. As part of your roadmap, explore which features could deliver the biggest impact:

  • UX One – Role-based dashboards that simplify workflows and improve productivity.
  • Form Extensions & Personal Forms – Personalize applications without custom code.
  • Custom Grids – Save and share grid formats for faster analysis.
  • Orchestrator Enhancements – Automate manual processes and connect JDE with external systems.

 

Identifying the right mix of these tools can deliver quick wins for users after the upgrade.

Step 3: Consider OCI Migration

More and more JDE customers are moving to Oracle Cloud Infrastructure (OCI) to take advantage of secure, cost-effective, and high-performance hosting. If OCI migration is on your radar, build it into your roadmap from the start.

Benefits of OCI for JDE include:

  • Reduced infrastructure costs & improved scalability – OCI’s elastic architecture allows you to scale compute and storage independently, avoiding overprovisioning.
  • Automated patching, backups & monitoring – OCI handles many infrastructure services behind the scenes, freeing your team from routine maintenance.
  • Higher resilience and disaster recovery options – Built-in redundancy, regional failover, and high availability provide more robust uptime.
  • Seamless integration with Oracle’s cloud ecosystem – Moving to OCI allows tighter alignment with Oracle databases, middleware, and cloud services.
  • AI & ML augmentation built inOCI provides AI/ML services you can embed into JDE workflows. For example:
    • Document Understanding / Invoice Processing – Use OCI’s AI to scan, interpret, and match invoices with minimal manual intervention.
    • AI Vision & Image Recognition – Integrate vision-based AI via Orchestrator to support functions like quality inspection or document classification.
    • Generative AI & Predictive Analytics – Augment data-driven decision support within JDE by bringing in ML models, anomaly detection, and forecasting capabilities

 

Even if you’re not ready to move immediately, planning with OCI in mind helps ensure a smoother transition down the line.

Step 4: Build a Realistic Timeline

Once you know what you want to achieve, map out a timeline. Take the time to consider:

  • Business cycles (avoid critical periods like year-end close or peak season)
  • Resource availability (both IT and functional teams)
  • Testing requirements (especially for financials and custom integrations)
  • Training requirements (empower end-users with new features)

 

A well-structured plan balances the need for speed with the importance of thorough testing and user training.

Real-World Example: Drees Homes

Here’s how Terillium helped Drees Homes apply this roadmap approach:

Who they are: Drees Homes, a residential homebuilder with operations across the Midwest, Southeast, and Southwest U.S.

The Challenge: They were running JDE EnterpriseOne 9.1, with aging infrastructure that limited scalability, slowed integrations, and didn’t support modern usability or data flow tools.

The Goals:

  • Upgrade to a supported JDE version (the latest version of EnterpriseOne)
  • Migrate from on-premise systems to Oracle Cloud Infrastructure for scalability and reliability
  • Leverage advanced toolsets like Orchestrations and User-Defined Objects for improving data flows and integrations.

 

The Solution:

  • A “like-for-like” technical upgrade from JDE 9.1 to the latest version of EnterpriseOne.
  • Infrastructure migration from on-prem to OCI.
  • Strategic recommendations to reduce customizations, reconnect and maintain dozens of integrations, and opportunities identified for tools like UX One and Orchestrator to improve operations and data flow.

 

The Benefits:

  • Modern ERP platform on the most current JDE release, setting them up to stay current with future releases.
  • Improved infrastructure scalability and reliability thanks to OCI.
  • Better alignment of business processes with modern tools, less custom code, improved integrations and data flow.
At Terillium, we’ve seen firsthand how modernizing a JD Edwards system can completely change the game for organizations. The Drees Homes upgrade is a perfect example. By upgrading their JDE system and moving to the cloud, they unlocked new efficiencies and positioned themselves for future growth. Our role is to help clients make these transformations smoother, faster, and more impactful.
Dan Barford
Terillium’s VP of JD Edwards

Why Planning Matters

Too often, organizations approach upgrades as one-off technical projects. But when done strategically, a JDE 9.2 upgrade roadmap becomes a vehicle for modernization, efficiency, and long-term value.

With the right plan, you can:

  • Reduce risks and downtime
  • Maximize ROI on new features
  • Prepare your organization for future cloud adoption

How Terillium Can Help

Planning a JDE EnterpriseOne 9.2 upgrade doesn’t have to be overwhelming. Terillium has supported hundreds of JDE customers with assessments, upgrades, and cloud migrations. Our team helps organizations identify the right features, minimize downtime, and create upgrade strategies that align with business priorities.

If you’re considering a JDE EnterpriseOne 9.2 upgrade, reach out to learn more about how we can support your roadmap.

Discover Terillium's Pathfinder Technology Assessment

Terillium’s Pathfinder Technology Assessment is a strategic framework designed to guide organizations through the complexities of modernizing their ERP systems. Our Pathfinder Assessment offers a structured approach to identify the most suitable path forward.

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