Easy On Boarding Overview QAD Enterprise Application Standard

Edition Dennis BarrettEtienne Ouvry

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What is Easy On-Boarding?

Industry-specific solutionsBuilt in Best PracticesPre-defined project scopePredictable costsShort implementation times

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It is a fast and affordable way for customers to implement QAD Enterprise Applications using:

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Easy On-Boarding - Objective Accelerated implementation of a standard solution Quick time to benefit Minimum effort delivery/cost possible Minimum functionality practical Implementation of QAD predefined processes and

configuration for a vertical Fixed fee Clearly defined Scope/Approach/Responsibilities Applicable to properly qualified opportunities Can be positioned as a complete implementation

or starting point for more complex implementation

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EOB Approach vs. Standard Approach

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EOB Approach Standard Approach

Utilizes standard industry process models

Utilizes customer-defined process model

Predefined configuration data Customer specific data and configuration

Reduced decision-making time Additional time for decisions

Guide client resources for basic tasks

Consultants perform basic tasks

Reduced time to benefit Longer implementation for customized solution

What is your Business Driver?

Basic or Custom?

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EOB Toolbox Industry Best Practice – Using Process Maps

All Deliverable TemplatesPreconfigured Static DataReadily Initialized Environment– On Demand– On Premise Option

Customer Data Load Facilitation ToolsWork Aid TemplatesAcceptance testing scripts

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TeamElaine MarshmanCarol CvitkovichTerry OnicaDave DoyleBrian KuruczDante VendittiMike PolelleDennis BarrettEtienne Ouvry

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Preconfigured Data (examples)Chart of Accounts (but adaptable)Generalized Codes (e.g., inventory status,

descriptions)User roles, groups and securityCountries, currencies, taxes, credit termsCalendarsNumber ranges, rounding

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EOB – Environment Initialization

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Initialize System with Predefined Static Data – non-transactional data that is required by the system on an ongoing basis and is relatively “static”, or does not change on a day-to-day basis

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EOB – Environment Initialization

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Guided Entry of Customer Specific Static Data

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EOB – Environment Initialization

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Guided Entry of Customer Specific Static Data

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EOB – Environment Initialization

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Guided Entry of Customer Specific Static DataSome Pre-defined but Customer changeable with automated maintenance of behind the scenes controls

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Company Specific Data (examples) ItemsCustomersSuppliersBOMsRoutings

Open BalancesOpen Transactions

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EOB – Customer Data Load Tools

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Data Load Tools – Data Groups:•Customer Data•Supplier Data•Item Data•Work Orders•Sales Orders•Purchase Orders•General Ledger

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EOB – Customer Data Load Tools

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OPTIONAL Data Source XLSX w/ Data Mapping Definitions

Date Source CSV for Customer Data Prep

for Direct Import to QXtend Inbound Tools

EOB Templates for Import through QXtend Inbound

QAD EA System

OPTIONAL

Auto. Pull

Validated

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Other EOB – Knowledge Tools

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Process Maps Process Workbook

Scope & Mgmt Definition

Project Plan Validation Scripts Work Aids

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Other EOB – In Scope Deliverables5 Standard Forms with Customer Logo– Purchase Order– Sales Order Acknowledgement– Invoice– Bill of Lading– Check– Picklist/Packing Slip

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Other EOB – In Scope DeliverablesEDI Transactions for 2 Trading Partners– 830/DELFOR – Inbound from customer, data

integrated into QAD system– 862/DELJIT– Inbound from customer, data

integrated into QAD system– 824/APERAK – Inbound from customer, data

not integrated but forwarded to printer/email for reporting purposes

– 861/RECADV – Inbound from customer, data not integrated but forwarded to printer/email for reporting puposes

– 856/DESADV - ASN Outbound to customer

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Industry Process Maps delivered with EOB

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Project Deliverables

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Project Approach

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Implementation Timeline

Planning Workshop

Review methodology

High level pkg tra ining

Review process maps

Data Cleansing and Migration

Data load sheet tra ining

Customer cleanses data

Cust provides formatted data to QAD

Build Model

Bui ld environment

Set control fi les

Load confi guration data

Confi rm envi ronment

Fina l i ze BSD and process model

Load data

Confi rm scripts

Conduct initial tests

Fina l i ze documentation

Train, Test and Accept

Conduct end-user tra ining

Perform acceptance tests

Develop cutover plan

Execute cutover plan

Go Live!

Provide post-implementation support

Week 6 Post-liveACTIVITY Week 1 Week 2 Week 3 Week 4 Week 5 Week 7 Week 8

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Modular Approach

Base Model(On Demand)

Auto Process

CPG Process

Life SciencesProcess

IndustrialProcess

Standard ExtensionsEDI, Reports, Integration, Users, On Premise

Non-Standard ExtensionsAdditional Modules, Sites, Customizations

Easy On Boarding Overview

THANK YOU