QAD Product Configurator Integration with OpenRules · Make To Order at Scale and Factory of the...

QAD Product ConfiguratorIntegration with OpenRulesJoe St. Clair, Saint-GobainJonathan Fitchett, QAD

May 9, 2019

Safe HarborQAD Product Configurator Integration with OpenRules

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This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are subject to significant risks and uncertainties. Actual results and events may differ materially from those set forth in these forward-looking statements. These risks and uncertainties are detailed in QAD’s SEC filings, including its latest Annual Report on Form 10-K and in particular the section titled “Risk Factors” therein and other periodic reports subsequently filed by QAD with the Securities and Exchange Commission.

This presentation contains references to certain financial measures that have been adjusted to exclude certain expenses and other specified items. These financial measures differ from comparable measures calculated and presented in accordance with accountingprinciples generally accepted in the United States of America (“GAAP”) in that they exclude unusual or non-recurring charges, losses, credits or gains. Management believes that financial presentations excluding the impact of these items provide useful supplemental information that is important to a proper understanding of the Company’s results. These presentations should not be viewed as a substitute for results determined in accordance with GAAP, nor are they necessarily comparable to non-GAAP financial measures presented by other companies.

This presentation is intended to outline QAD’s general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, functional capabilities, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functional capabilities described for QAD’s products remains at the sole discretion of QAD.

QAD undertakes no obligation to update forward-looking statements.

IntroductionsQAD Product Configurator Integration with OpenRules

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Joe St. ClairBusiness Systems Architect

Saint-Gobain

Jonathan FitchettSenior Product Manager

QAD

AgendaQAD Product Configurator Integration with OpenRules

• Make to order at scale• QAD Configurator primer• Overview of the business problem• Decision process • Review of the solution• Results of the project• What’s next?• Questions and answers

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Make To Order at Scale and Factory of the FutureQAD Product Configurator Integration with OpenRules

•“The emphasis going forward will be on making to individual requirements, sometimes thought of as mass-customization, rather than high throughput, low variability mass production.”

•“Mass-customization is now entering the “DNA” of manufacturers”

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Why Make to Order at Scale?QAD Product Configurator Integration with OpenRules

• Customer expectations- Inexorable rise of the individual

• Point of differentiation- Others play catch up

• Because we can- Data Lakes and advanced integration- Flexible manufacturing process- Additive manufacturing- Advanced robotics- Enhanced design / response to product

evolution

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Do You Need Advanced Configuration?QAD Product Configurator Integration with OpenRules

• Catalog listing combinations of material, temperature range, size and capacity

• Different catalog options result in changes to complex BOM and Routing’s calculations

• Some combinations priced too low• Engineering is tightly engaged with front line

sales• CSR’s forget to ask key usage questions

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QAD ConfiguratorQAD Product Configurator Integration with OpenRules

Sales Rules• What and how

features can be selected

• Define a unique item or variant

• Active throughout the questionnaire

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Production Rules• How to

manufacture• Define a unique

BOM and Routing• Activate on “save”

Typical Configurator FlowQAD Product Configurator Integration with OpenRules

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Routing and BOM

Sales Orderor CSS

QuestionnaireSave

Configuration

Updated Order

Work Order

Release To Work Order

Variant Item

RoadmapQAD Product Configurator Integration with OpenRules

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Available now Future

Global Models

• Multi-language questionnaire

• Central model management

Global Orders

• EMT support• Streamlining

for large model management

Enhanced Cloud

Configuration

• QAD Web UI• Role based

user experience

Bundled Sales

• Selling complex kits,

sets and bundles of

products and services

QAD Product Configurator Integration with OpenRules

Introduction

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QAD Product Configurator Integration with OpenRules

One of the top

industrial groups in the world with around 1,000 manufacturing

facilities

Operating in

countriesMore than

employees and 100+ nationalities represented

Created more than

years ago

QAD Product Configurator Integration with OpenRules

Saint-Gobain Seals

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13 manufacturing facilities

In 14 countries

Approximately 1000 employees

We offer a diverse range of critical parts for extreme application conditions with the

following products:

More than 50 years as a global leader in designing and manufacturing high performance, sealing and polymer solutions.

QAD Product Configurator Integration with OpenRules

• Engineered to order business• Increasing demand on engineering

Problem

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Request

Design

Quote Order

Drawing

BOM/Router

Produce/Deliver

Customer

Engineering

Internal Sales

Production

Reduce turnaround time for quotes

QAD Product Configurator Integration with OpenRules

For our “standard” seal designs, implement the QAD Product Configurator to guide the selection of the seal design based upon customer provided requirements and automate the creation of a new item if an existing item match is not found

Proposal

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QAD Product Configurator Integration with OpenRules

• Documenting design rules• Building/developing the rules in to the

configurator• Maintaining design rules going forward

Challenges

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QAD Product Configurator Integration with OpenRules

• DMN – Decision Model and Notation• Industry standard (Object Management

Group)• Incorporates decision requirements

diagrams and decision tables• Geared to business analysts and users

Solution – Documenting Rules

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QAD Product Configurator Integration with OpenRules

Decision Tables

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DecisionTable DefineBackupDesignIf If Condition Condition Condition Then

Orientation SpcDesign Pressure Location Tmax BackupDesignHoriz Yes Design XHoriz <= X nullHoriz > Y Is One Of stem, static > 999 Design 1Horiz > Z Is One Of stem, static Design 1Horiz Design 2Vert = XX Design 3Vert Within (X, Y] Design 4Vert > YY > 999 Design 4Vert null

First product line generated 175+ decision tables

QAD Product Configurator Integration with OpenRules

• Don’t…• DMN incorporates an executable

expression language (FEEL)• OpenRules is designed to read DMN

decision tables and FEEL• OpenRules is a fast, lightweight, cost

effective rule engine

Solution – Conversion to Code

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QAD Product Configurator Integration with OpenRules

• Engineering retains ownership of decision tables

• No need to train engineering on product configurator

• No dependency on IT to update configurator

Solution – Maintaining Design Rules

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QAD Product Configurator Integration with OpenRules

• Captures required decision inputs• Business logic layer within the questionnaire• Checks for existing product match• Integration with OpenRules to receive

product specifications (components, materials, dimensions)

• Creates new item, product structure, BOM, routing

Product Configurator

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QAD Product Configurator Integration with OpenRules

Product Configurator

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QAD Product Configurator Integration with OpenRules

Product Structure

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QAD Product Configurator Integration with OpenRules

• Time to produce a quote reduced from 3+ days to 30 min

Results

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Request

Design/Quote Order Drawing

BOM/Router

Produce/Deliver

Customer

Engineering

Internal Sales

Production

QAD Product Configurator Integration with OpenRules

• Reduced order entry time• Item has been auto created• BOM/Routing has been auto created• Design auto created (Driveworks)

Additional Benefits

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QAD Product Configurator Integration with OpenRules

• Continue to expand product lines using this model

• Potential for customer self service• Make configurator available via CSS

What’s Next?

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QAD Product Configurator Integration with OpenRules

Questions and Answers

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Joe St. ClairBusiness Systems Architect

Saint-Gobain

Jonathan FitchettSenior Product Manager

QAD

Breakout Session SurveyQAD Product Configurator Integration with OpenRules

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Thank You!QAD Product Configurator Integration with OpenRules

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