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WeCUG Product Review
Bill Keese, SVP Research and DevelopmentNovember 18, 2014
November 2014 WeCUG
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Safe Harbor Statement
November 2014 WeCUG
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.
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is easy to learn and use
is cloud based and is accessible anywhere and on any device
is fully process driven
knows your role and guides you with what you need
alerted you to trends and exceptions
is updated without interrupting your business continuity
Imagine if your ERP
• Dedication to global manufacturing companies- Focused on your Industries
• Experts that understand your business
- Being at the forefront of what matters most for your company …
• Pragmatic and easy to understand solutions- Fighting complexity
• Delivering value to you- Focus on proving value instead of selling software
• Lean approach to software development- Rapid development allows moving with the times
What makes QAD different?
QAD Focused on Manufacturing
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• Quality Built in • September 2014 Release• Standard Edition Status
• New Product Introduction Process• Plans for March 2015 Release • Longer Term Direction
Agenda
November 2014 WeCUG
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Quality built in
November 2014 WeCUG
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T
Rel. TestAutomated
Test Model
D
T
D
T
D
T
D
T
D
T
D Patch
Test(Auto)
Continuous Automated Test
Agile: Continuous Automated Testing
November 2014 WeCUG
Develop
Test (Manual)System Test
Patch
Test
Old Test Model
Release Level Testing
Functional Testing
API/Integration Testing
Unit TestingScriptVolume
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Test Type Tools 2014 (Jan 1st)
2014 (14th Nov)
Unit oeunit, punit, junit 2745 5079
Functional TestComplete 1491 2719
System Legacy Inhouse Tool 432 210
System TestComplete 85 404
Performance Jmeter 43(202 Users
Concurrently)
48 (225 Users
Concurrently)
Automated Test Focus
November 2014 WeCUG
• All R&D teams active with automated testing• Overnight execution of scripts (Bamboo)• Handover of scripts to Support for patch releases• Goal: Allow Customers to perform their own Automated Tests
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September 2014 Release
November 2014 WeCUG
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QAD EA 2014 EE/SE Whole Product November 2014 WeCUG
*SE Only
Enterprise FinancialsInternationalization
Lean 2014
Customer Management
Manufacturing / Warehousing
Supply Chain
Service and Support
MSW/PSW 3.2.5
BI 3.10
JIT/S 3.1
EAM12.8
SCP 11
TMS 2014
CRM 6.6.3
CSS 5.4
TRM 2.8.4*TAM 1.0
Configurator 5.6
QMS 2.3
FSS 3.0.3
MFS 3.6
DM 7.1
Qxtend 1.8.5Excelerator
1.2EDI 2014
BPM 2.0
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• Customer Self Service 5.4• Configurator 5.6• Enterprise Asset Management 12.8• International Support • Manufacturing – Packages - Multi Version
- Serialization- Item Attributes - Quality Control - Lot Trace Workbench- Data Collection- Label Printing Service
September 2014 EE – Key changes
November 2014 WeCUG
Preview – General
Customer Self Service 5.4
Fixed width (preset to 1160px)
2 menu options: top or
side
Login moved up
Complete redesign of
styles
New images
EE2014
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Preview – Catalog
Customer Self Service 5.4
Hover to
increase Images
Buttonsstandardized
New category images
Lean design
EE2014
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Managing Global Configurable Products
QAD Configurator 5.6
USA Domain:Product Design
Sales
Quality Manufacturing
China Domain: Sales
German Domain:
Sales
France Domain:
Product DesignSales
International Models
Euro Region Models Only
EE2014
EAM 12.8 – FY15 Objectives Quality Improvement
Reduce EAM support backlog to normal support standards
V11 Transformation Global Approval – 12.7 Run .p’s from EAM menu – 12.7 Production Driven Maintenance –
12.8 Print attachments (phase 1) – 12.8 Rotable inventory – 12.8 Overbudget Approvals – 12.8
upcoming patch Stores requisition routing approval
– 12.8 upcoming patch Purchase by commodity – 12.8
upcoming patch Print attachments (phase 2) – 12.8
upcoming patch Reports, as needed by specific
customers – 12.8 upcoming patch
Product Readiness EAM v12 database definition Entity diagram
API test: Returns cont’d further Automated API tests
Phase I of EE Financial Integration Chart of accounts validation reports –
12.8 Remove QXtend - EE2015 Interactive account key validation –
EE2015 Block creation of account key in EAM -
EE2015 Replace EAM tax setup with GTM - TBC
Phase I of UI Integration : Integrate EAM into the QAD 2015 EE Appshell EAM menu structure accessed from
within QAD menu EAM embedded in EE workspaces Access to QAD report framework,
browse & collections, operation and process maps
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Internationalization
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Enterprise Edition Country Readiness
QAD Internationalization – 2014
Currently tracking 69 countries
47 Countries
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Internationalization
QAD Internationalization – 2014
Product (EE Release) Code Cutoff
Release Creation
Delivery to Fulfillment
Availability
Poland 1.2 (2012, 2012.1, 2013)
May 14 May 15 Jun 6 Jun 20
Italy 1.3 (2011, 2012, 2012.1)
May 21 May 22 May 26 May 30
Philippines 1.2 (2012.1)
Jun 24 Jun 25 Jun 27 Jul 17
Romania 1.0 (2014) July 7 July 8 July 15 EA version
Brazil 3.0 ( 2012, 2013) Aug 6 Aug 7 Aug 13 Aug 15
Czech 1.0 (2014) Oct 30 Oct 30 Oct 30 EA version
Lithuania 1.0 (2012) Oct 27 Oct 27 Oct 28 EA version
France 1.3 (2012.1) Sept 12 Sept 23 Sept 26 Oct 2
Israel 1.0 (2013) Sept 22 Sept 23 Oct 2 Oct 8
Spain 1.3 (2010.1 to 2014) Oct 27 Oct 27 Nov 3 Nov 2014
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• 25 country extensions- R&D Developed – 15- Partner developed – 7- R&D and Partner - Jointly owned - 1
• (Colombia - Tecnoware)
- Services Developed – 2
• Taking ownership of Israel (SIT) package- Verify quality, Create Automated Tests, Document - Create a QAD Package (Oct 8)
• Scope and Plan for remaining Partner extensions- Goal is to bring all Partner extensions into QAD
during FY16
I19 Partner approach
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Released June 2014
Standard Edition 2014
November 2014 WeCUG
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• New PLC Phase Created- Extended Support Phase• Functional Stability + Sev 2 issue coverage
• Standard Edition 2014• Extended Support Phase till at least 2025• Specific functionality may be made available
- SE versions (Prior to 2014)• Functional Stability
• Effective Data January 1, 2015
SE Status
November 2014 WeCUG
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New Product Introduction Process
November 2014 WeCUG
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1. Correction of Defect – Support- Existing functionality
2. Minor functionality added - Not disruptive to current users processes
3. Major Functionality added to existing- Requires training or awareness of users
4. New Functionality – Module- New offering
5. New major release - SE to EE
Five Levels of Product Change
November 2014 WeCUG
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• 5 - Early Adopters - Managed by R&D
• Training being developed
- Shadowed by QAD Services/Partner/Support
• 15 – Limited Availability - Managed by QAD Services or Partner- Supported by R&D- Training available
• 50 – General Availability- Ensure global readiness
New Product Introduction (5/15/50)
November 2014 WeCUG
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QAD Serialization RF Data CollectionStatus Update
November 2014 WeCUG
RF Framework
Transaction Design
Serialization & License Plating
Transaction Processing
Summary Comparative
QAD RF UI Data Collection
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Other Solutions
QAD Data Collection
Custom DB
QADDB
Custom DB
QADDB
CIMQxtendCust API
QADDB
Integrated error handling / validation / record locking management
• Standard transaction components
• Bar-code scan, fields, transaction flow, validation are all configurable
• DC Transactions built using new Packaging, License Plating, Serialization Transactions
• Standard product – QAD core• Integrated Label Printing
• DC UI directly connected to DB via SI API’s
• A Unique Identification Number
What is Item Serialization?
QAD Serialization, Track & Trace
Early Adoptor
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Label Printing Services
Label Printing Service
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QAD Item Attributes, Quality Control & LTWB - Status Update
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• Extends item data management- Define item attributes- Manage attributes and &
specifications for items- Manage specifications at
order level to qualify materials
- Validate inbound & production receipts
- Select & validate goods to issue
- Full track & trace with lot attributes
Item Attributes – limited Availability
QAD Item Attributes and Quality Control
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• Test specifications, test records, quality orders
• Supports:- Multiple tests for an item - Multiple test records for
an order or operation
• Quality order/events automation
• Certificate of Analysis
Quality Control – Limited Availability
QAD Item Attributes and Quality Control
Quickly and efficiently trace where materials are from and where they were used.
QAD Lot Trace Workbench
November 2014 WeCUG
Upstream TraceDownstream Trace
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Trade Activity Management
November 2014 WeCUG
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What do Manufacturers Need?
Powerful Promotion Planning Automated Claims Processing Efficient Deduction Resolution Tight Integration with Financials Robust Reporting/Analytical Tools
Trade spend averages 20% of gross sales
November 2014 WeCUG
Product Features
November 2014 WeCUG
Direct Sales - Phase CompleteTRM
Indirect/Buying Groups (APM)
Indirect customersBuying groupsContractsPricingSales traceChargebackAdmin feeReportsBrowses/collectionsExcel integration
Sub-ledgerEarned discountsAccrualsDeduction entryDeduction reviewClaim entryClaim generationClaim reviewPromotion activityMetrics
AttributesAnalysis codesAccounting/budgetDeal profilesPromotions - Immediate discountsDeferred discountsAllocated fundsBonus Goods
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• Must be on, upgrading to QAD Enterprise Edition 2013.1
• Must be running English language
• Review with Trade Activity Management team to determine fit
• Availability to work with R&D with a schedule
Early Adopter Program - Candidates
November 2014 WeCUG
“Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract”
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Available March 19, 2015
Plans for March 2015 Release
November 2014 WeCUG
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FY15 BUM Product Review - R&D
Enterprise Asset Management
November 2014 WeCUG
• Quarterly meetings- One hour sessions- Product Demonstrations
• Agenda- Roadmap progress- Vision / Plan- Seek your feedback regarding our plans; adjust priorities as necessary
Customer Advisory Board (CAB)
November 2014 WeCUG
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MembersAunt Bessie’s
Ball Corporation
Handy & Harmon
Hendrickson
Lasko Products
Lion Nathan
Morrison Products
Mueller Industries
Nexteer Automotive
Omnia
Tower Automotive
US Tsubaki
Young’s Seafood
MissionKeep EAM customers informed
regarding R&D’s plans and progress. Feedback from CAB will be used to ensure R&D is focusing on the items most critical to our customers.
Identify customers interested in contributing to
enhancement designs.
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• Current EAM components will be more tightly integrated to EE, and “Enterprise Asset Management” capabilities will continue to be enhanced
• Harmonize the integration between QAD EE & EAM- Single
• User experience• Requisition cycle• Buyer toolkit / purchasing cycle
- Integral management of inventory- Close integration to Financials
• Leverage other EAM functions- Projects : isolate Capital Projects and extend to a broader
projects realization management offering - Plant maintenance : potentially leverage other ERP functions
EAM Vision
November 2014 WeCUG
• 2015 EAM (12.9) : Manager functions / Mobile- UI Integration dashboards mobile- Web Based Approvals- Data collection screens / Labels (Joint Development)
• Future : Increased efficiency in QAD EE- Single Requisition cycle- Single Purchasing cycle- Single Inventory (potentially still separate catalogs for MRO/Prod)- Remove replication (finance / suppliers / …)
• TBD : - Projects (depending on JD ?)
EAM Roadmap / Plan
November 2014 WeCUG
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EAM Phase 1 : Bring under Appshell
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MRO Requisition & Purchasing
Plant Maintenance
MRO Inventory
Capital Projects
Enterprise Financials
QAD Enterprise Edition Appshell
SalesRequisitions & Purchasing
Manufacturing
Inventory
Transactions
Setup
GL
Transa
ctions
thro
ugh
QXtend
12.9 – March 2015
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November 2014 WeCUG
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November 2014 WeCUG
EAM Phase 2 : Improve integration with Finance
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MRO Requisition & Purchasing
Plant Maintenance
MRO Inventory
Capital Projects
Enterprise Financials
QAD Enterprise Edition Appshell
SalesRequisitions & Purchasing
Manufacturing
Inventory
Transactions
Setup
Remove QxtendImplement smarter and tighter 2-way integration
12.9 – March 2015
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EAM - Replacing Qxtend with API calls for JE
November 2014 WeCUG
EAM
QXO QXI
EE (Financials)Synchronous
Asynchronous
JournalEntry.CreateAPI
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Longer Term Product Direction
November 2014 WeCUG
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.
EAM Phase 3 : Integrate Purchasing and Inventory
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MRO Requisition & Purchasing
Plant Maintenance
MRO Inventory
Capital Projects
Enterprise Financials
QAD Enterprise Edition Appshell
SalesRequisitions & Purchasing
Manufacturing
InventoryDirect | MRO
Requisitions for both MRO
and Direct
Purchasing for both MRO
and Direct
Plant Maintenance
Capital Projects
Projects- Capital Projects
- Customer Projects / PRM
EAM Phase x : Isolate Capital Projectsand grow to full projects solution,bring Plant Maintenance closer
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Enterprise Financials
QAD Enterprise Edition Appshell
Sales
Requisitions for both MRO
and Direct
Purchasing for both MRO
and Direct
Manufacturing
InventoryDirect | MRO
Plant Maintenance
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QAD Enterprise Applications target- Global manufacturing companies- With core production processes mass
production (MTS) and mass customization (MTO/ATO).
QAD Enterprise Applications do not target- Project-based job production and ETO
Looking for Customers to Partner with
Projects Focus
November 2014 WeCUG
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• New Functionality to GA - Attributes & Quality Control, QAD QMS- Serialization, Data Collection and LPS- Trade Activity Management
• Joint Development - EAM Projects
• Future Manufacturing - Subcontract and Subcontract Supply- Mixed Model (Repetitive / WO / Lean)- MPS Leveling - MSW/PSW & CAC- Retroactive Purchase Pricing (Temporary Pricing)
Solution Futures
November 2014 WeCUG
• Role centric• HTML5 user interface• Customizable data driven UI• Hybrid mobile framework
• Integrated analytics • Integrated business process
management• Common APIs & Services
Devices and User Interfaces
November 2014 WeCUG
Devices
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