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QAD Business IntelligenceMWUGTuesday March 20, 2011

MidwestUser Group1Similar terms: Performance Mgt, Data Warehousingits Analytical vs TransactionalComplete rewrite worked with experts in the field and customer feedback to create latest versionFocus was not so much on charts and graphs thats what the tool does but on enabling organizations to make better decisions!Improve the ability to see the data, data, data that you already have

QAD Business Intelligence 2

Regardless of your business or the product you makethe goal is to run your business based on facts, not guessesReport Writing is ComplexMulti-system Reports Hard or ImpossibleHistoric Data Access / AvailabilitySpreadsheet Building Time / Effort / ErrorsOperational Data

Operational systems have many tables and fields with complex relationshipsReports and metrics are hard to createIT has a backlog of requestsReports take a long time to runHistoric data not availableSystems dont track history of changesTransaction and other history truncated for efficiencyData trapped in different islands (systems)Spreadsheets can be constructed to provide valueBut take much work to populate repeated every week / month / quarterError-prone

4Cash Flow AnalysisCustomer & Product ProfitabilitySales Plan vs ForecastInventory TurnoverOn-time Delivery in FullTrending

Metrics5Which customers & products have the greatest profitability?What is the right mix of products to sell?How are discounts impacting us?What trends are occurring concerning costs? Profitability?Where are the greatest opportunities to reduce Cost of Goods Sold?What reps, products, operations are performing according to plan?6Areas for InvestigationBI can help address these. Ex: Who are customers? Institutional, retail? Best network?

Decision SupportQAD BI 1.0QAD BI 2.0QAD BI 3.0Evolution

Release 3.5 QAD BI Mobile7

iPadTo help take decision making to more peopleUnlock more of your data to otherseven while not at your desk89

QAD BI - MobileiPad Native AppAndroid & Windows PhoneNo native AppCan access standard BI Portal in web browser if device supports FlashiPhone & BlackberryNot Supported todayA major attraction point of previous BI releases was the Mobile capability and we are seeing a lot of customer interest in this.

Mobile BI allows our customers executives to easily obtain access to critical business data and KPIs while away from their desk.

Just to make it clear : We offer a native Application for the Apple iPadIf on Android or Windows Phone OS, there is no native App but there is a possible workaround to access the standard BI web portal. IF the device supports Flash (and that is different device to device)There is no mobile access to QAD BI from an iPhone or a Blackberry

9Decision SupportQAD BI 1.0QAD BI 2.0QAD BI 3.0

QAD BI 3.5Evolution

Introducing BI 3.6 for March 2012 ReleaseAddition of prepackaged module for Manufacturing data10QAD BI is available On Demand When BOTH ERP and BI are On Demand

QAD BI is NOT available On DemandWhen ERP is On Premise

11QAD BI: On Demand

BI can help address these. Ex: Who are customers? Institutional, retail? Best network?

QAD Business Intelligence- Long term trend analysisBoth QAD and non-QAD data Easy access (web, mobile)QAD Enterprise Applications Inquiries & Standard Reports Operational Metrics Reporting Framework Browses & CollectionsOperationalTacticalStrategicExecutivesCEO, CIO, CFO

Dept. ManagersFinance, Sales,...

OperationsProd. Mgr, PlannersWarehouse, Staff

Matching Need To SolutionBIs Role in your Organization1213Closed-Loop Decision-MakingMeasureBusiness StateGather DataAnalysisCollaborateV3.3ImplementModelV3.6QAD has taking a holistic view of BI. We are not just delivering a tool for dashboards and reporting, and not just delivering a warehouse of data. We are focused on enabling businesses to make decisions based on facts rather than guesses, and allowing businesses to measure their current and desired states easily. To this end, we are building in functionality such as Collaboration and Modeling. Collaboration was added in V3.3 September 2010. Modeling is scheduled for 2011.QAD Data Warehouse DesignerConsolidate into a single warehouse optimized for simple, fast accessQAD and non-QAD data sourcesUses MS SQL Server and Analysis Services for Data WarehouseModulesERP aware streamlines access to current and historical QAD ERP dataExtensible to support non-QAD data sourcesCollaborative PortalEasy to use and create dashboard and reporting environmentOptional 3rd Party: Cognos or other BI or Reporting solutionCan provide advanced capabilities beyond the QAD BI PortalQAD BI 3 Components

14DataAnalysis

15Collaboratepeople look at things from different perspectivesEveryone looks at things from a different perspective. All their views used to solve a problem. Today, each person has their own dis-integrated data. Out of the box, QAD BIs modules already take into account these different views. (Of course you can make changes.) This is part of the value, we know our application and provide the pre-built modules.

16Collaborate

Forum CollaborationEmail CollaborationA typical process of resolving a problem via email. No good way to keep track of the information, either for yourself or as a group memory. People who join a project have no history of what was emailed before, for instance. Different versions of the same spreadsheet or document float around.

What if you could click on a visual item and start a discussion thread?

To the Solution.

Lets be a business user

Capital Safety offers the broadest line of fall protection equipment, rescue and confined space products.Have 12 separate data basesWanted consistent global BI platformWanted ability to use budget excel spreadsheets as data sourcesTaking advantage of Regional Currencies in BI to view several countries in one currencyRolled out first region in 5 weeks

Customer ValueRevenue Enhancement

Improved Risk Management

Cost Containment

Operational Control

QAD BI helps with 4 Business Pressure Points

QAD Proprietary20