Slide 1
QAD ConfiguratorRea Buchanan QADSeptember 28, 2010QAD
ProprietaryAgendaLandscape & ChallengesOverview of QAD
Configurator SolutionRecent ReleasesClosing ThoughtsQuestionsQAD
ProprietaryThe Landscape for Product ManufacturersCustomers want:
fast delivery, low price, high quality, and Choices to meet their
specific needsCompetitive advantage can be gained by offering
products tailored to the specific customer needIf you elect not to
offer the choices, your competition will !
QAD ProprietarySome Products are Just Complex !Pumps, Motors,
Valves, Cylinders, RegulatorsSwitches, Electrical and Electronic
ComponentsWindows, Doors, CabinetsAutomobiles, Boats, Off-Highway
Equipment, Machine Tools, Fabrication EquipmentAppliances,
ComputersLocomotives, Air Planes, Mass Transit Cars
QAD ProprietaryAs proliferation and complexity
increase:Engineering effort and cost increasesQuoting effort
increases; response decreasesOrder entry effort and potential for
error increasesPricing becomes more complexPreparation time prior
to manufacturing increasesProcurement and Manufacturing cycles
increaseComponent material shortages increaseExpediting costs
increaseCompatibility knowledge is centered in a few key peopleQAD
ProprietaryQAD ConfiguratorProvides the tools to easily configure
complex products during quotation and order entry without the need
for technical knowledge of the product Supports the configuration
process for engineering and manufacturing in the back office and
for sales in the front officeImprove the quality of the
configuration process to avoid costly mistakes and time
delaysCaptures sales and product knowledge in a central
repository
QAD Proprietary
ComponentsSales ConfigurationDefinition of questions,
responses,and their inter-dependencies thatrepresent valid product
variationsQuestionnaireGuides user interactively through sales
configuration questions recording customer specific product
needsProduct ConfigurationTranslates Questionnaire selections using
rules that create configured items, product structures and
routings
QAD Proprietary7Available for QAD SE* and EEIntegrationSales
QuotationsSales OrdersItems & Item-SiteProduct
StructuresRoutingsCostingPricingTrM Trade Mgt
* eB2.1 SP4 and forwardQAD Proprietary8Full Integration with
.NET UI9
QAD ProprietaryIntegration of the Configurator into the QAD .NET
UILogin and SecurityMenu structureProcess mapsCommon components
(like browses)
9Sales Configuration - Key ConceptsMaster Groups used to
organize content of the various configuration modelsConfigurable
Item generic item that is used to signify that a configuration
process will occurVariables, options, and features are the means by
which you define your products that can be configured.Variables are
characteristics of products that can have a range of different
values. (e.g.. Color)Variable Options are possible values for
variables. (e.g. red, green, blue, yellow)Features are variables
that have been linked to a configured item.Feature Options are
possible values for features.QAD ProprietaryConfigured Item
Definition
QAD ProprietaryQuestionnaire
RuleTabsFeatures & OptionsQAD ProprietaryVariable &
Options
OptionsQAD ProprietaryConfigurator Key ConceptsRules Provides
inclusions, exclusions and interdependency between features and
optionsThe way simple or complex conditional or assignment logic is
structured within the Sales or Product Configuration sectionsUsed
for calculation logicQAD ProprietaryRules Key ConceptsGeneral
Rules: Used for more than one Configurable ItemRule-Groups: Contain
rules covering the same topicItem Rules: Rules specific to a
Configurable Item and cannot be used elsewhereItem Rule Groups:
Used to link general rule groups to a specific Configurable
ItemGeneral Rule Tables: A matrix table of multiple variables,
conditions (up to 20 columns) and result variablesItem Rule Tables:
Item specific rules tablesQAD ProprietaryRule Group and Rules
Rule GroupRulesRuleQAD ProprietarySales Configuration Key
Concepts Pricingcalculated during configuration Questionnaireprice
can be:leverage standard QAD price table functionalityroll-up of
component prices roll-up of prices associated with optionsfeature
pricing attributesaffected by existing price & discount tables
manually adjusted with net pricescalculated based upon rulesQAD
ProprietaryProduct Configuration - Key ConceptsConfigurable Item
generic item that is used to signify that a configuration process
will occur. Features, option and rules are associated with a
configurable itemVariant Item a new or previously configured item
that now exists as an item as a result of configurationConfigurable
Item BOM and Routing contains all possible components and
operations for a Configurable ItemVariant Item BOM and Routing
created as a result of the configuration process and contains only
those components and operations required for the variant
configurationProduct Structure Rules: Select components and
quantitiesRouting Rules: Select operations and times
QAD ProprietaryProduct Configuration Key ConceptsThe
Configuration Output Processor processes the answers given to
questions in the questionnaire and converts the information into
the form necessary for defining a variant configurationCreates
variant BOM by selecting components and calculating per quantities
based upon rulesCreate multi-level configured BOMSCreates variant
routing by selecting routing operations and calculating times based
upon rulesCreates variant item numbers (single or multi-level) with
format based upon user defined criteriaPerforms standard cost
roll-up on new variant configuration
QAD ProprietaryRelease Versions & History4.4 April 2008 -
Deliver .NET Questionnaire4.4.1 July 2008 maintenance release4.4.2
April 2009 - maintenance release5.0.1 April 2009 Deliver Full .NET
Product5.0.2 July 2009 functional and maintenance 5.1 September
20095.2 March 20105.2.1 September 2010 functional and
maintenance
QAD ProprietaryConfigurator 5.1 EnhancementsCustomer Driven
EnhancementsRe-build Configuration DataUser Defined Warning
Messages Sales RulesVariant Item-Site DataSales and Product
Configuration RulesCustom FunctionsSystem VariablesExisting
Configurations BrowseUI EnhancementsNew Browses and Browse
Collections (3)New Process MapsConfigurator Metrics (3)Non-editable
Configured Item Descriptions
QAD ProprietaryRe-Build Configuration DataBusiness
DriverCompanies that repeatedly sell the same configuration for a
longer period of time, but have changes in options, pricing, BOM,
or routing can now rebuild existing variant items or ranges of
variant items.
QAD ProprietarySite-specific Variant ItemsBusiness DriverMany
manufactures assemble configured products in a specific site only.
Configurator can now create variant item and variant item-site
records to support this scenario
QAD ProprietaryExisting Configurations BrowseBusiness
DriversSupports retrieving configurations by their options and
header data outside of the Questionnaire.
QAD ProprietaryBrowse Collection View Configurations
QAD ProprietaryOperation Metrics Rule Completeness
QAD ProprietaryConfigurator 5.2 EnhancementsMinor technical and
functional enhancement releaseAll Enhancements are Customer
drivenForecast Consumption for Configurable Items using a new rule
typeTrade Management Support - V2.7.6View Configuration Details
Browse CollectionOracle Database Support
QAD Proprietary27Trade Management (TrM) SupportBusiness DriverIn
order to provide full interoperability with the QAD Enterprise
Application suite, QAD Configurator needs to support item creation
when TrM is implemented.RealizationQAD Enterprise Applications Item
API has been enhanced to support TrM, triggering the bulk update
that links the new item to the TrM promotion definitions and price
lists. QAD Configurator has been enhanced to leverage the enhanced
API for the creation of Variant Items.QAD ProprietaryForecast
ConsumptionBusiness DriverIt is necessary to build forecasts for
the Configurable Item and its components in order to effectively
drive MRPAt the time of Variant creation and the generation of a
confirmed Sales Order, the forecast of the Configurable Item needs
to be consumed with the actual configuration.
QAD ProprietaryForecast Consumption Realization
One or more Planning Items can be linked to a Configurable
ItemThe actual Planning Item is selected by a ruleConfigurator
links the newly created Variant Item to the selected Planning
ItemQAD ProprietaryView Configuration Details Browse
CollectionBusiness DriverPreviously, a QAD Enterprise Applications
user which was not also licensed for QAD Configurator, was not able
to review the actual configuration of a variant
item.RealizationCreation of a new Browse Collection View
ConfigurationsAllow access for all licensed QAD Enterprise
Applications users
QAD ProprietaryConfigurator 5.2.1 EnhancementsActive User
CheckEnhanced Variant Product Structure RuleComment Handling in
Model Import/ExportTrade Management Support - V2.8.2SO/SQ Lines
Rules ExecutionPrice List CreationVariable/Features without Default
Values
QAD Proprietary32QAD GLOBAL SERVICESQAD Global Services provides
the people, experience, commitment and tools to maximize your QAD
investment.Consulting
Learning
SupportQAD ProprietaryQAD Consulting:FOCUSED ON FASTER TIME TO
BENEFIT400 experts around the globe local presence, global
reachProven best practices, based on years of industry experience
and over 8000 successful engagementsFlexible resource delivery
model tailored to meet your needs on-site consultants, remote
development, etc.Comprehensive array of services: implementations,
upgrades & migrations, assessments, application management
services (AMS), EDIQAD Learning:FOCUSED ON KEEPING EMPLOYEES
PROFICIENT, PRODUCTIVE and EFFECTIVEConvenient, accessible and
affordable training optionsOnline Learning Portal and Knowledge
Manager tools so your employees can take the training when they
need it, at their desk, And you can track their progressMastery
tests and certification programs help to proficiency and mastery in
QAD Enterprise ApplicationsQAD Support:FOCUSED ON QUICK ISSUE
RESOLUTION, MINIMIZING DOWNTIME, KEEPING YOUR SYSTEMS RUNNING
SMOOTHLY180 experts in 20 support centers around the globe24x7
coverage and multi-lingual supportWe have experts, averaging over 7
years QAD experience, dedicated to resolving your issue from the
minute you make initial contact, to closure. (unlike other software
firms who have inexperienced support personnel taking the initial
call and just getting information and then routing the issue to
someone else). Our experts have direct access into R&D and use
remote diagnostic tools to help troubleshoot and resolve your
issues faster.Community:Through our active user groups, customer
advisory boards and joint development programs around the globe, we
have created an active community with our customers. We incorporate
your feedback on product direction, quality and services and
support on a regular basis.
Configurator Advisory GroupGoals:Defining industry-specific
requirementsPrioritizing enhancementsDriving future direction of
QAD Configurator strategy11 Customers participated in Advisory
Group:Actaris Germany, ADC Australia, Avery Dennison, Ball
Corporation, Cascade Microtech, Encoder Products, Enodis,
Kobusch-Sengewald Germany, Medtronic Physio Control, RW
Beckett,Yamaha Motors
QAD Proprietary34Key DifferentiatorsQAD core productSound and
solid set of functionalityBuilt-in integration with QAD Enterprise
ApplicationsResults proven in customer implementationsActive
development of functional enhancements
QAD ProprietaryThank youRea Buchanan QADSeptember 28, 2010QAD
Proprietary
