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| Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc.

| Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

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Page 1: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc.

Page 2: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise 2

The following 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.

Safe Harbor StatementIs Enterprise Edition Right for You?

Page 3: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise 3

■Why upgrade?■Core application■Controls and compliance■User interface■Summary■Questions

Agenda Is Enterprise Edition Right for You?

Page 4: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

Why UpgradeIs Enterprise Edition Right for You?

Page 5: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise 5

Proactive Application ManagementIs Enterprise Edition Right for You?

5

Practical Competitive Optimum

Status Quo

Regular Applications Value Reviews

PeriodicApplicationRefresh

Competitive Opportunity

Time

Competitive Erosion

Go Live

By harnessing the power of new technology, you can achieve competitive advantage

Com

peti

tiven

ess

Page 6: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

Drivers for Upgrade

Is Enterprise Edition Right for You?

Central Directive to Upgrade

Other

Better Business Process Support

Improved Usability and User Experience

0% 20% 40% 60% 80% 100%

Page 7: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise 7

■Take advantage of new functionality■Reduce customizations■Reduce operational costs■Respond to globalization and consolidation

needs■ Increase user productivity ■Ensure compliance■Optimize application and system performance■Drive lean principles throughout the

organization

Benefits of UpgradeIs Enterprise Edition Right for You?

Page 8: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

Value of UpgradingIs Enterprise Edition Right for You?

88

Age of QAD Application Versions20 0

`

Min

Max

User Effectiveness & Satisfaction

Operational Effectiveness & Efficiency System Risk

IT Total Cost of Ownership

LeadersLaggards Followers

Page 9: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise 9

Key Performance IndicatorsIs Enterprise Edition Right for You?

Page 10: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise 10

■Customer service■Supplier

performance■Manufacturing

efficiency■Manufacturing

schedule■Information

technology (IT) effectiveness

Improve Enterprise EfficiencyIs Enterprise Edition Right for You?

■Supply chain effectiveness

■Inventory effectiveness

■Financial compliance

■Industry compliance

■Asset utilization

Page 11: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

Core ApplicationIs Enterprise Edition Right for You?

Page 12: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

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■Shared sets■Dual base currency■Accounting layers■Multiple charts of accounts (COA)■GL transactions drill-down capability■Supplementary analysis fields (SAF)

FinancialsIs Enterprise Edition Right for You?

Page 13: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

■Periodic revaluation of item costs ■Generation of GL transactions

Option to reopen PC sub ledger Options to make cost corrections

■ Indirect costs & expenses directly attributable■Calculate/capture labor and burden costs■Multiple currencies■Periodic cost reporting for cost analysis & legal

documents■Fully integrated

With all inventory and shop floor transactions

Periodic Costing SolutionIs Enterprise Edition Right for You?

13

Page 14: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

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■Item replacement, up-sell, cross-sell■Memo type defaulting ■Shippers and inventory movement■Correction invoices

InventoryIs Enterprise Edition Right for You?

Page 15: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

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■Warehouse management Schedule and manage labor efficiently Assign and prioritize tasks and locations

■Advanced picking logic Pick orders individually or in a bulk / wave pick Pick multiple orders at the same time

■Advanced receipt Automatically generate pallet numbers Start a put-away process as soon as stock is

received

WarehousingIs Enterprise Edition Right for You?

Page 16: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

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■Customer service management center■Retroactive billing / Retrobilling ■Configurator improvements■Customer Management Reports■Shipper Validation for EDI

Customer ServiceIs Enterprise Edition Right for You?

Page 17: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise 17

■ Service and support role-based centers Contract admin center Warranty admin center

Service/SupportIs Enterprise Edition Right for You?

QAD Enterprise Applications

QAD Service & Support Management

Sales Order Shipment

Forecast

ProductManufactured

InstalledBase

Warranty

Service PartsForecast

ServiceContracts

Service Call

Parts & Labor

Invoicing

Planning

Sales Order

Reports

■ Installed base hierarchy■ Depot Repair■ Web warranty

Page 18: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

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■Release management Required ship schedule netting logic Scheduling customer shipments Subcontract shipping visibility & productivity

solutions Supplier scheduling enhancements & activity

controls

■Enterprise material transfer Automates the supply chain Cross-domain Inventory browse Supplier default for SBU site and check

Supply ChainIs Enterprise Edition Right for You?

Page 19: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

■Business Need For accounting purposes, need to update

product lines and product line accounts for items, so

■Solution Ability to copy product lines and detailed

product line accounts to create new ones Ability to replace product lines wherever they

are referenced in the system The system automatically updates open orders

and creates adjustment transactions

Product Line RealignmentIs Enterprise Edition Right for You?

19

Page 20: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

■Business need In a multi-site environment, there is a limited

ability to specify default values for fields that are unique to an item and location, such as location or memo type

■Solution Ability to specify additional site-specific

defaults such as stocking and inspection locations, shelf-life, and memo type

Site-Specific Item DataIs Enterprise Edition Right for You?

20

Page 21: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise 21

■Planning and scheduling workbenches ■KanBan workbenches■Serialization, serial and lot trace, quality,

attributes ■Product change control enhancements■Obsolete inventory

ManufacturingIs Enterprise Edition Right for You?

Page 22: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

Controls and ComplianceIs Enterprise Edition Right for You?

Page 23: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

■ Improve internal controls: Segregation of duties and access control User update restrictions Customer/supplier transaction blocking Credit management controls Debit/credit separation in sub ledgers Audit trails / e-signatures

■ Several built-in provisions for easier compliance Accounting periods control, closing procedures including

consistency checks Accounting layers System controls

Internal Controls / ComplianceIs Enterprise Edition Right for You?

23

Page 24: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

■ Define roles and their permissions■ Assign roles to employees■ Users can have different roles in different

domains■ User interface changes

can be role specific

Role Based SecurityIs Enterprise Edition Right for You?

24

Page 25: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

■Some employees need to be able to find and view detailed information about orders or records, without being given the capability to add or modify those orders or records

■New functions are provided to allow people to browse and view data for a Customer Supplier Purchase order Sales order RMA Work order

Record ViewersIs Enterprise Edition Right for You?

25

Page 26: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

■ Objective Limit the duties of individuals to certain areas of

responsibility Minimize the ability of any individual to misappropriate

company property – without collusion between individuals

■ Specify roles that are conflicting from a segregation of duties perspective

■ Identify users that have any access rights that are part of conflicting roles

Segregation of DutiesIs Enterprise Edition Right for You?

Conflicts

Role A• Access right• Access right• ….

Role B• Access right• Access right• ….

User

26

Page 27: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

■ Restricts the use of selected QAD functions to data related to specific items, sites and locations

■ Applied in functions that do: Inventory receipts Inventory shipments Inventory transfers

■ Examples: A user is restricted from performing a sales order

shipment for item “XYZ” A user is restricted from performing a transfer from

location “Quarantine”

User Update RestrictionsIs Enterprise Edition Right for You?

27

Page 28: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

■ Provides the capability to restrict certain transactions for selected suppliers and customers

■ For example: Disable transactions for suppliers or customers

that have become inactive Disable transactions for customers that have

credit problems Disable transactions for suppliers that have

quality problems

Customer/Supplier Transaction Blocking

Is Enterprise Edition Right for You?

28

Page 29: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

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■Unicode support Store combinations of characters that

traditionally required separate code pages One database – multiple languages

■Internationalization Localization bolt-on’s replaced by core package

capability for international regulatory needs

InternationalizationIs Enterprise Edition Right for You?

Page 30: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

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■Explicitly visualize & control your business processes across traditional boundaries

■Facilitate collaboration within the organization

■Provides a wealth of vital performance information previously hidden

QAD BPMIs Enterprise Edition Right for You?

BPMS Application

Page 31: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

User InterfaceIs Enterprise Edition Right for You?

Page 32: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

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■Screen configuration■Collections, reporting framework reports■Operational metrics■Mobile browses and GRS approval■Excel integration■Workflow alerts

User InterfaceIs Enterprise Edition Right for You?

Page 33: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

■ Add, move and delete fields■ Change columns, sorting and layout for user, role

or system

Complete Configurability of Screens

Is Enterprise Edition Right for You?

33

Page 34: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

■ Consolidate various transaction information and display in a single view

■ Develop drill-down / through data paths

■ “Connect” to foreign data■ Limited graphical representation

of data■ Instantaneous view of current

position

Browses and CollectionsIs Enterprise Edition Right for You?

34

Page 35: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

■ Built-in report writer■ Configurable query

builder■ Limited graphing

functions■ Instantaneous view of

current position

Reporting FrameworkIs Enterprise Edition Right for You?

35

Page 36: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

■ Configurable based on browses

■ Graphical representation of data

■ Drill-down / through to source transactional data

■ Instantaneous view of current position

■ Historical perspectives

Operational MetricsIs Enterprise Edition Right for You?

36

Page 37: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise 37

Mobile GRS ApprovalIs Enterprise Edition Right for You?

Page 38: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise 38

Mobile BrowsesIs Enterprise Edition Right for You?

Page 39: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise

■ E.g.: XLS for maintenance of COA, customers, suppliers, budgets

■ E.g.: XLS for transaction entry of journal entries■ E.g.: XML for automated upload of exchange rates

XLS and XML Import / ExportIs Enterprise Edition Right for You?

Bi-directional Excel Integration

39

Page 40: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise 40

Workflow AlertsIs Enterprise Edition Right for You?

■Enables real-time monitoring of QAD Enterprise Applications

■Increases responsiveness to important business events

■Allows you to define events important to your business

■Manage the business by exception

■ QAD Workflow &

■ Alert Server

■ QAD .Net

■ UI Inbox

■ SMTP■ email

■ QAD Enterprise ■ Applications

■ QAD QXtend■ Security

Page 41: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise 41

Summary

Is Enterprise Edition Right for You?

Page 42: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise 42

■ Understand business needs■ Measure key metrics■ Identify improvements■ Devise plan ■ Execute using QAD Enterprise Edition

SummaryIs Enterprise Edition Right for You?

Page 43: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise 43

■Romeo Sequeira: [email protected]

Questions & AnswersIs Enterprise Edition Right for You?

Page 44: | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc

| Building the Effective Enterprise 44

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