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The Effective Enterprisewhere every business process is working at peak efficiency and perfectly aligned to the company’s strategic goals
Agenda
• Company Introduction• QAD solution introduction• QAD interoperability solution• Client list
PT. IRIS SISTEM INFORINDO• 50+ clients, 30 consultants• Main businesses :• Business Process Management• ERP Implementation• Business Intelligence implementation• Asset Maintenance Implementation
PT. EQUINE GLOBAL
Automotive · Life Sciences · High Tech
Industrial · Consumer Products· Food and Beverage
Santa Barbara
DenverDetroitChicago
Mount Laurel
Mexico City
Atlanta
Sao Paulo
Melbourne
Sydney
Bangkok
GuangzhouShanghai
Tokyo
BeijingWroclaw
Mumbai
MilanBarcelona
FrankfurtAmsterdam
Birmingham
LimerickDublin
Antwerp
Johannesburg
Singapore
Paris
Established: 1979
Revenue: $247 M (FY12)
Employees: 1,488 worldwide
Headquarters: Santa Barbara, CA
Operations: 20 Countries
Customers: 2,800 Companies97 Countries30 Languages
Product: QAD Enterprise Applications
Stock: NASDAQ: QADA, QADB
QAD solution introduction
Entity
Data
Entity
Data
Entity
Data
Entity
Data
Entity
Data
QAD System
Shared-Set Data Shared-Set Data
System-Wide Data
Domain
Data
Domain
Data
Domain
Data
Transactions, financial reporting ...
Base currency, COAnumbering, GL calendar …
COA, suppliers, customers, …
Managementcurrency, users, …
Site Site Site Site Site SiteSite Manufacturing facility
Warehouse, sales office
QAD basic modules
• Distribution• Manufacturing• Finance/accounting• Customer relationship management
Domain
QXtend
DistributedOrder Mgmt
Supplier Self Service
SupplierSchedules
SharedServices
ForecastingPurchasing
Supply ChainPlanning
Planning Production
ServiceSupport& Returns
Multi-National
Financials
Compliance
LeanJIT/SWarehousing
SupplierConsignment
EDIEDI
KEY:
Enterprise
Extended Enterprise
BusinessIntelligence
CustomerConsignment
DistributedOrder Mgmt
Customer Self Service
CustomerSchedules
Sales
Quotations
Sales Orders
/Invoicing
Sales
Analysis
Configured
Products
Service Repair
OrdersPurchasing
GRS – Global
RequisitionSupplier
performance CRM
Pricing
Product
Structure
Formula
Process
Routing
Work center
Quality
Management
Forecast
MPS
MRP CRPMSW & PSW
Workbench
Product line
Planning
Product Change
Control
Resource
PlanningWork Order
Shop floor
controlRepetitive
Advance
Repetitive
Inventory
Control
Advanced
Forecasting
Financial
Analytics
Management
reportingMulti GAAP Budgeting Governance, Risk
& compliance
Consolidations AllocationsFinancial shared
servicesCredit
management Tax management
General
ledger
Multi
Currency
Accounts
receivable
Banking/cash
management
Cost
management
Fixed assetsEnhanced
control
Accounts
payable
QAD basic modules
Distribution Modules – Sales Quotation
• Create quotation based on another SQ• Create quotation based on Sales order• Convert SQ to SO• Record win/loss data
Distribution Modules – Sales Order• Credit limit checking, inventory booking• Production schedule checking• Complete shipment process• Shipment performance analysis• Invoicing• Configured product sales process• Customer schedule function• Enterprise material transfer
Distribution Modules – Purchasing
• PR work flow approval• Blanket order function• Supplier performance analysis• In-transit delivery information• Shipper/container function• Supplier schedule function
Manufacturing Modules – Product structure/Formula
• Product structure (discrete)• Formula (batch)• Material cost calculation• Alternate structure/item substitution • Product change control• Co/By product function
Manufacturing Modules – Work center and Routing
• Work center – machine definition• Labor, machine cost calculation• Production steps definition• Alternate routings• Capacity analysis
Manufacturing Modules – Quality management
• Quality parameter definition• Stand alone testing procedure• In-process testing procedure• Certificate of analysis
Manufacturing Modules – Planning and Scheduling
• Forecast definition and simulation• Material requirement planning• Capacity requirement planning• Production scheduling
Manufacturing Modules – Work order and Shop floor control
• Component check• Material allocations• Actual material consumption reporting• Actual labor hour reporting• Down time and non productive hour reporting• WIP analysis• Material and labor variance analysis
Manufacturing Modules – Repetitive manufacturing
• Daily production schedule• Continuous manufacturing process• Actual material consumption reporting• Actual labor hour reporting• Down time and non productive hour reporting• WIP analysis• Material and labor variance analysis
Manufacturing Modules – Inventory control
• Physical inventory, cycle count• Serial/lot control• Full lot traceability• Detail inventory transaction history• Safety stock, demand control via MRP
Enhanced Controls Enhanced Audit Trails
– Have full audit trail capability for data changes– Tracks who made a change, when the change was made what are the
prior and new value Supports the requirements of the FDA’s 21 CFR pt 11 regulations for the
Medical Vertical
Customer Relationship Management – Opportunity management
• The opportunity stages : Enquiry, Quotes, and Orders. • Opportunity lines : product and pricing details• Print quotes and specify role players.• SWOT details, file attachments• Convert an enquiry to quote, quote to order, and order to installed base.
• Adding Activities : email, letters, appointment, etc• Reporting Activities• Transaction History • Sending E-mail Messages• Marketing campaign • Complaint management
Customer Relationship Management – Activity management
Align performance of business units to your overall company objectives
Analysis and reporting from C-level executives to business unit managers
Multi-layer accounting with support for simulations and what-if analysis
Extensive drill-down and analysis capabilities Dashboards for customer and supplier information
Ensures overall state of the business analysis as strategic options are analyzed for the CFO
Financial Analysis
Management Reporting Extensive set of reports Graphical output that is easy to customize
– Unlimited report variants can be created for any specific requirement Reports in company reporting currency and company chart of accounts for
comparison of business operations Spreadsheet style browses that allow detailed selections and easily
generate one-off reports
Board reporting made simple, and decision making made black and white with flexible, graphical reporting for the CFO
Multi-GAAP
Accounting layers allow multi-GAAP reporting from a single set of books
Accounting Layers allow for multi-GAAP reporting Multiple charts of accounts (COA) for reporting purposes Ability to combine accounting layers in reporting Simulate GAAP transformation transactions Allocation module and Supplementary Analysis Fields to support IFRS
segment reporting
Budgeting Supports multiple versions of budgets Budget periods can be different from accounting periods Recording of forecasts On-line budget checking and warnings Import budget data from
Microsoft Excel®
Live modification of budgets using Microsoft Excel®
Supports multi-level budgeting and actuals coming from multiple companies
Consolidations
A subsidiary entity can be a part of multiple consolidation entities Proportional Consolidation is supported You can build up hierarchies of consolidation entities Fast balance level consolidation Automatic tracking of intercompany transactions to support
elimination Consolidate separately by accounting layer Support simulations
Allocations Distribute costs and revenues to appropriate accounts, sub-accounts, cost
centers and projects Supports recursive allocations
– Reuse result of previous allocation run as input for the next Validate results of allocation run before final posting Supports different allocation methods, including proportional based on
usage/activity– For instance distribute electricity costs to production cells based on kWh
Financial Shared Services
Sharing of chart of accounts and other key master data Sharing of customers and supplier across business units Workflow to move documents between business entities Link to document management to store electronic versions of paper
documents such as invoices Cross-company AR and AP payments
Credit Management Extensive and flexible credit check
– Based on percentage of turnover– Fixed credit limit– Maximum days of overdue– Option to overrule– Share credit limit of shared customers across companies
Configurable warning level Dashboard for customer activity and credit information Multi level dunning letters
Tax Management Allows global tax treatment for multiple tax environments in the
same database Unlimited number of tax types and rates
– VAT, luxury, capped, non-recoverable Considers
– Geography– Item status (taxable, non-taxable)– Customer / Supplier status– Effective date
Includes flexible reporting
General Ledger Multi-Entity, Multi-Currency, Multi-Layer Support for recurring/reversing entries Extensive drill-down capabilities Flexible account structure with up to 5 optional Supplementary
Analysis Fields per account combination Posting templates Multi-stage period closing process including period marks, closing
validations and reporting Separate period for year-end corrections Bi-directional Microsoft Excel® integration for journal entries as well
as for account setup
Multiple Currency Process, pay and receive money in any currency Set up functional currencies by business unit Dual Base Currency
– Transaction amounts always stored in transaction currency + in primary base (functional) currency and secondary base (statutory) currency
Extensive revaluation options, both for functional and statutory currency Allows a global organization to conduct business any currency, and
generate consolidated and management reporting
Accounts Receivable Flexible aging reports Retro Billing allows price changes on items after items shipped and
invoiced Self Billing Sharing of customers and credit limits between business units Automatic netting of invoices and credit notes Netting between customers and suppliers Write-offs and open item adjustments Dunning letters automatically generated Customer activity dashboard
Accounts Payable Variances are generated based on
3-way match of PO, receipt and invoice Flexible matching and approval process Automate process of entering and approving supplier invoices with Scan
daemon, document management and workflow routing Evaluated Receipts Settlement (ERS) eliminates the need to enter supplier
invoices Netting between customers and suppliers Write-offs and open item adjustments Supplier activity dashboard
Banking/Cash Management Powerful cash flow projection reporting Electronic import of bank statements Supports US Lockbox processing Extensive support for automated payments, including drafts and direct debit Support for local payment and file formats using QAD Internationalization Flexible mapping of payment formats using EDI eCommerce Petty cash handling Bank account validation according to local formats including IBAN
Cost Management Supplements standard costing model to allow actual cost analysis as
well as periodic cost analysis (WAVG, FIFO, LIFO)
Powerful tools to model and implement cost changes to standard costs
Set up cost structures as required for the corporation or make them unique by plant by utilizing unlimited cost sets, multiple costing methods and cost elements
Fixed Assets
Multiple and user defined depreciation methods Ability to split and combine assets Support transfers and retirements Multiple concurrent depreciations to support different GAAP requirements Helps in supporting regulations such as Sarbanes-Oxley
Customization in QAD application
Customization ?
• The system must be adapted to better meet your business needs, but you don’t want to modify source code or the database.
• Customizations can make software upgrade a difficult process.
• The business may not own source code but needs system customizations.
Without writing ONE line of code!
New FieldHold Status
Disabled
Terms: New DefaultValue
New Size
Tax Fields Removed
NewButton
New In-linescreen
PO FieldNew format!!9999
Customization examples
New Position,New Label
• Context-sensitive behavior• Screen enhancements• Extended business rules• Specialized validation• Supplemental data tracking• Fields, Record extensions• Enhanced sort/filtering capabilities
QXTEND – QAD interoperability solution
Interoperability Environment:• One vendor cannot supply all best-in-class applications
• 2-3 applications are required for automated enterprises
• Applications from multiple vendors need to interoperate
• Adaptable Application interface level is preferred
QAD QXtend
QAD
Enterprise
Applications
QXO
QXI
Business
Events
SOA
Sales Person
Customer agreed
On Qty Price and
Shipment Schedule
Customer
MFG/PRO
Server
BM/RM/Director
Create new sales
order on NetbookE-mail
Server
Mobile-SO Server
(and SMS Gateway)
QXtend
Server
Forward new sales order
Create new
Sales Order
New sales order
information and
approval request
(sms and e-mail)
New sales order notification:
SO, Sales-person
Customer, Item, Qty order, Price, Credit-terms
Customer Balance, Overdue
Requesting approval:
Approve
Reject
Pending = default 5 days
New sales order notification:
SO, Sales-person
Customer, Item, Qty order, Price, Credit-terms
Customer Balance, Overdue
Requesting approval:
Approve
Reject
Pending = default 5 days
New sales order notification:
SO, Customer, Item, Qty order, Price, Credit-terms
Customer Balance, Overdue
Status: wait for approval
New sales order notification:
SO, Customer, Item, Qty order, Price, Credit-terms
Customer Balance, Overdue
Status: wait for approval
Start
Finish
Qxtend implementation example
Bar Code & Wireless transaction
QAD .Net user interface
Process Map
Flexible data sorting, filtering, grouping, Excel, Email integration
Built in report generator
Flexible reporting : data filtering
Report
schedule
Report generator output
Operational Metrics
Quick search
Internal email system
Configurable screen
Hide fields, read only, skip, mandatory, new field – per user
Client list
Client list in Indonesia :
PharmaceuticalActavisEisai IndonesiaMeiji Indonesia – JakartaMeiji Indonesia – BangilOtsuka Indonesia – JakartaOtsuka Indonesia – LawangPhaprosSandozTunggal Idaman AbdiWidatra Bakti Consumer Product
Cussons IndonesiaFaber CastellIDS ManufacturingSimplot AgritamaSaritama Food ProcessingSinar Meadow Int’l IndonesiaGriya Mie Sejati (Bakmi GM)Dua kelinciPioneeriondo Gourmet Int’l
ChemicalAneka Kimia Raya
ElectronicHartono Istana TechnologyLucent TechnologyPanggung Electric Akari IndonesiaMatsushita LightingSinar Baja electric
AutomotiveChuhatsu IndonesiaSuperior CoachTri Dharma WisesaSankei Dharma IndonesiaSetia Guna SejatiNusa ToyotetsuHi-Lex IndonesiaIndobat
IndustrialAREVA IndonesiaBetts IndonesiaDanapaints IndonesiaIndoaluminium IntikarsaInternational CoatingMaitland Smith IndonesiaSandimas RaksakeramikaArtolite Indah MediatamaRoyal DoultonAstari NiagaratamaHariffFillomatic GlobalPetro Oxo NusantaraTara Ina PlasticToppan PrintingWavin group
Client list outside Indonesia :
Textron SingaporeDamen shipyard SingaporeSingapore Mint SingaporeYenom SingaporeGemalto SingaporeGefran SingaporeToyochem SingaporeRISIS SingaporeRISIS MalaysiaPetrochemical MalaysiaSDKM MalaysiaOEM MalaysiaLFAsia MalaysiaCafe France PhilippinesBrunei Wafirah Brunei Darussalam
Asset Management Maintenance
QAD Enterprise Asset Maintenance
Plant Maintenance
• Schedule and track preventive and predictive maintenance to optimize equipment utilization
• Perform specific maintenance, calibration, inspection, lubrication and component replacement activities at specific intervals in order to avoid unplanned breakdowns
Inventory Management• Reduce inventory costs by maintaining the best balance of critical
spare parts on hand
• Ensure availability of critical spare parts with automatic min/max stock replenishment
• Track, identify and transfer parts across multiple locations
• Verify true cost of ownership by accumulating spare parts spending against equipment repair history
Purchasing
• Manage, evaluate and choose vendors based on performance
• Consistently monitor spending against budget.• Accelerate approval cycles by using electronic
requisition routing and email notifications
Capital Project Management• Manage capital projects to consistently deliver
on time and on budget, and help move new equipment into production as soon as possible
• Monitor and control spending against budget• Reallocate budgets from one project to another