Is Enterprise Edition Right for You? Romeo Sequeira Consulting Director, QAD Inc.
| Building the Effective Enterprise12The following is intended to outline QADs 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 QADs products remains at the sole discretion of QAD.Safe Harbor StatementIs Enterprise Edition Right for You?| Building the Effective Enterprise23Why upgrade?Core applicationControls and complianceUser interfaceSummaryQuestionsAgenda Is Enterprise Edition Right for You?| Building the Effective Enterprise3Why UpgradeIs Enterprise Edition Right for You?| Building the Effective Enterprise45Proactive Application ManagementIs Enterprise Edition Right for You?5Practical Competitive OptimumStatus Quo Regular Applications Value ReviewsPeriodicApplicationRefresh Competitive OpportunityTime Competitive ErosionGo LiveBy harnessing the power of new technology, you can achieve competitive advantage Competitiveness
| Building the Effective Enterprise5Drivers for UpgradeIs Enterprise Edition Right for You?| Building the Effective Enterprise67Take advantage of new functionalityReduce customizationsReduce operational costsRespond to globalization and consolidation needsIncrease user productivity Ensure complianceOptimize application and system performanceDrive lean principles throughout the organization
Benefits of UpgradeIs Enterprise Edition Right for You?| Building the Effective Enterprise7Value of UpgradingIs Enterprise Edition Right for You?88Age of QAD Application Versions200`MinMaxUser Effectiveness & SatisfactionOperational Effectiveness & EfficiencySystem RiskIT Total Cost of OwnershipLeadersLaggardsFollowers| Building the Effective Enterprise89Key Performance IndicatorsIs Enterprise Edition Right for You?
| Building the Effective Enterprise910Customer serviceSupplier performanceManufacturing efficiencyManufacturing scheduleInformation technology (IT) effectiveness
Improve Enterprise EfficiencyIs Enterprise Edition Right for You?Supply chain effectivenessInventory effectivenessFinancial complianceIndustry complianceAsset utilization| Building the Effective Enterprise10Core ApplicationIs Enterprise Edition Right for You?| Building the Effective Enterprise1112Shared setsDual base currencyAccounting layersMultiple charts of accounts (COA)GL transactions drill-down capabilitySupplementary analysis fields (SAF)
FinancialsIs Enterprise Edition Right for You?| Building the Effective Enterprise12Periodic revaluation of item costs Generation of GL transactionsOption to reopen PC sub ledgerOptions to make cost corrections Indirect costs & expenses directly attributableCalculate/capture labor and burden costsMultiple currenciesPeriodic cost reporting for cost analysis & legal documentsFully integrated With all inventory and shop floor transactionsPeriodic Costing SolutionIs Enterprise Edition Right for You?13| Building the Effective Enterprise1314Item replacement, up-sell, cross-sellMemo type defaulting Shippers and inventory movementCorrection invoicesInventoryIs Enterprise Edition Right for You?| Building the Effective Enterprise1415Warehouse managementSchedule and manage labor efficiently Assign and prioritize tasks and locationsAdvanced picking logicPick orders individually or in a bulk / wave pick Pick multiple orders at the same timeAdvanced receiptAutomatically generate pallet numbers Start a put-away process as soon as stock is received
WarehousingIs Enterprise Edition Right for You?| Building the Effective Enterprise1516Customer service management centerRetroactive billing / Retrobilling Configurator improvementsCustomer Management ReportsShipper Validation for EDICustomer ServiceIs Enterprise Edition Right for You?| Building the Effective Enterprise1617Service and support role-based centersContract admin centerWarranty admin centerService/SupportIs Enterprise Edition Right for You?QAD Enterprise ApplicationsQAD Service & Support ManagementSales Order ShipmentForecastProductManufacturedInstalledBaseWarrantyService PartsForecastServiceContractsService CallParts & LaborInvoicingPlanningSales OrderReportsInstalled base hierarchyDepot RepairWeb warranty| Building the Effective Enterprise1718Release managementRequired ship schedule netting logicScheduling customer shipmentsSubcontract shipping visibility & productivity solutionsSupplier scheduling enhancements & activity controlsEnterprise material transferAutomates the supply chainCross-domain Inventory browseSupplier default for SBU site and check
Supply ChainIs Enterprise Edition Right for You?| Building the Effective Enterprise18Business NeedFor accounting purposes, need to update product lines and product line accounts for items, so SolutionAbility to copy product lines and detailed product line accounts to create new ones Ability to replace product lines wherever they are referenced in the systemThe system automatically updates open orders and creates adjustment transactionsProduct Line RealignmentIs Enterprise Edition Right for You?19| Building the Effective Enterprise19Business needIn 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 typeSolutionAbility to specify additional site-specific defaults such as stocking and inspection locations, shelf-life, and memo typeSite-Specific Item DataIs Enterprise Edition Right for You?20| Building the Effective Enterprise21Planning and scheduling workbenches KanBan workbenchesSerialization, serial and lot trace, quality, attributes Product change control enhancementsObsolete inventory
ManufacturingIs Enterprise Edition Right for You?| Building the Effective Enterprise21Controls and ComplianceIs Enterprise Edition Right for You?| Building the Effective Enterprise22Improve internal controls:Segregation of duties and access controlUser update restrictionsCustomer/supplier transaction blockingCredit management controlsDebit/credit separation in sub ledgersAudit trails / e-signaturesSeveral built-in provisions for easier complianceAccounting periods control, closing procedures including consistency checksAccounting layersSystem controlsInternal Controls / ComplianceIs Enterprise Edition Right for You?23| Building the Effective EnterpriseDefine roles and their permissionsAssign roles to employeesUsers can have different roles in different domainsUser interface changescan be role specificRole Based SecurityIs Enterprise Edition Right for You?
24| Building the Effective EnterpriseSome 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 CustomerSupplierPurchase orderSales orderRMAWork orderRecord ViewersIs Enterprise Edition Right for You?25| Building the Effective EnterpriseObjectiveLimit the duties of individuals to certain areas of responsibilityMinimize the ability of any individual to misappropriate company property without collusion between individualsSpecify roles that are conflicting from a segregation of duties perspectiveIdentify users that have any access rights that are part of conflicting rolesSegregation of DutiesIs Enterprise Edition Right for You?ConflictsRole A Access right Access right .
Role B Access right Access right .
User26| Building the Effective Enterprise26Restricts the use of selected QAD functions to data related to specific items, sites and locationsApplied in functions that do:Inventory receiptsInventory shipmentsInventory transfersExamples:A user is restricted from performing a sales order shipment for item XYZA user is restricted from performing a transfer from location QuarantineUser Update RestrictionsIs Enterprise Edition Right for You?27| Building the Effective EnterpriseProvides the capability to restrict certain transactions for selected suppliers and customersFor example:Disable transactions for suppliers or customers that have become inactiveDisable transactions for customers that have credit problemsDisable transactions for suppliers that have quality problemsCustomer/Supplier Transaction BlockingIs Enterprise Edition Right for You?28| Building the Effective Enterprise2829Unicode support Store combinations of characters that traditionally required separate code pagesOne database multiple languages
InternationalizationLocalization bolt-ons replaced by core package capability for international regulatory needsInternationalizationIs Enterprise Edition Right for You?| Building the Effective Enterprise2930Explicitly visualize & control your business processes across traditional boundariesFacilitate collaboration within the organizationProvides a wealth of vital performance information previously hidden QAD BPMIs Enterprise Edition Right for You?
BPMS Application| Building the Effective Enterprise30User InterfaceIs Enterprise Edition Right for You?| Building the Effective Enterprise3132Screen configurationCollections, reporting framework reportsOperational metricsMobile browses and GRS approvalExcel integrationWorkflow alertsUser InterfaceIs Enterprise Edition Right for You?| Building the Effective Enterprise32Add, move and delete fieldsChange columns, sorting and layout for user, role or systemComplete Configurability of ScreensIs Enterprise Edition Right for You?
33| Building the Effective EnterpriseConsolidate various transaction information and display in a single viewDevelop drill-down / throu