QAD’s Business Process Management Richard Day Senior Product Manager, QAD QAD Explore 2012

2 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. Safe Harbor Statement Solutions – QAD’s Business Process Management (BPM)

3 Session overview What is BPM ? QAD BPM overview QAD BPM road map Summary Questions Presentation Agenda Solutions – QAD’s Business Process Management (BPM)

4 Challenges of the Effective Enterprise: -Process Visualization -Process Control -Process Measurement How QAD BPM can help? Session Overview Solutions – QAD’s Business Process Management (BPM)

5 What is BPM? Solutions – QAD’s Business Process Management (BPM)

6 The discipline of building, measuring and improving the efficiency and effectiveness of business processes within an Enterprise Three basic areas: -Business Process Visualization -Business Process Control -Business Process Measurement What is Business Process Management? Solutions – QAD’s Business Process Management (BPM)

7 Traditional Systems Solutions – QAD’s Business Process Management (BPM) Processes hidden No active monitoring Difficult to manage No task ownership Difficult to adapt Unaware of status Traditional Application

8 Visualize your processes Control & automate Collect metrics Improve process agility Facilitate optimization BPM Systems Solutions – QAD’s Business Process Management (BPM) Traditional Application BPMS Application

Visibility -Document & Monitor your processes Control -Manage tasks and responsibility Measurement -Drive continuous improvement 9 Benefits Solutions – QAD’s Business Process Management (BPM) New dimension of information helps you build “The Effective Enterprise” Move from traditional 2D to High Definition 3D

10 QAD BPM Overview Solutions – QAD’s Business Process Management (BPM)

11 Process Maps Operational Metrics AlertsBPM The Road To QAD BPM Solutions – QAD’s Business Process Management (BPM)

12 Built using Progress OpenEdge BPM Full featured solution Provides solid foundation QAD BPM - Foundation Solutions – QAD’s Business Process Management (BPM)

13 QAD BPM embedded in QAD Enterprise Applications -Active maintenance license required Seamlessly integrated into QAD.Net UI No QAD application changes Out-of-the-box standard processes Leverage existing application screens Task delegation Model existing QAD processes -Focus on process control QAD BPM Overview Solutions – QAD’s Business Process Management (BPM)

14 Visualization - Define Your Processes Solutions – QAD’s Business Process Management (BPM)

15 Define task ownership Link to QAD screens Control - Document Tasks Solutions – QAD’s Business Process Management (BPM) Set priority & duration Include instructions

16 Monitor processes you own Real-time process status Process specific comments Visualize/Control Your Processes Solutions – QAD’s Business Process Management (BPM)

17 Visualize your processes Visualize/Control Your Processes Solutions – QAD’s Business Process Management (BPM)

18 Your process To Do list Drill to application screens Take ownership of group tasks Visualize/Control Your Tasks Solutions – QAD’s Business Process Management (BPM) Release task to group Re-assign task Complete task

19 Direct access to application function, with context Visualize/Control Your Tasks Solutions – QAD’s Business Process Management (BPM)

20 Special screen for process managers -Access restricted using menu security Control task assignments -Re-assign tasks due to illness -Manage distribution of tasks for a role Visualize all processes -Track processes that are overdue -Track processes your are responsible for -Check the status of any process Define operational metrics for all processes Visualize/Control All Tasks & Processes Solutions – QAD’s Business Process Management (BPM)

21 Actively monitor your critical processes Define Operational Metrics Solutions – QAD’s Business Process Management (BPM)

22 BPM is not a Process Map replacement -Process Maps cover high level module process -BPM focuses on visualization & control Additional BPM links on Process Maps -Relevant BPM process flow -My specific process tasks -My specific process instances -All process tasks -All process instances BPM & Process Maps Solutions – QAD’s Business Process Management (BPM)

23 Process templates available: -Item, Customer, Supplier Creation -Sales Order Credit Hold/Review Supported Versions -QAD Standard Edition,.Net QAD Enterprise Edition Familiar QAD user experience Improve process visibility & control Deliver an “Effective Enterprise” QAD BPM Early Adopter Solutions – QAD’s Business Process Management (BPM)

24 QAD BPM Road Map Solutions – QAD’s Business Process Management (BPM)

25 QAD BPM Road Map Solutions – QAD’s Business Process Management (BPM) Existing QAD EA Processes New/Non QAD Processes QAD BPM EA QAD processes only Tailor to your business QAD BPM LA/GA Model QAD Enterprise Application processes Measure performance. Analyze metrics. New QAD processes available from the QAD Store QAD BPM Freedom to model and build new processes with non QAD process steps Business Process Automation Business Process Measurement Business Process Modelling

26 Early adopter phase -Started April Restricted to 4 QAD processes Item, Customer & Supplier Create Sales Order Credit Hold/Review Focus on visualization & control Limited availability after early adopter -Controlled roll out -Ensure customer success QAD BPM EA Solutions – QAD’s Business Process Management (BPM)

27 Limited/General availability Process measurement -Analyze process history -Enhanced process metrics -Drive process improvement QAD Store -New QAD processes available to download Model your QAD business processes QAD BPM LA/GA Solutions – QAD’s Business Process Management (BPM)

28 Summary Solutions – QAD’s Business Process Management (BPM)

29 The Effective Enterprise requires streamlined business processes Streamline your processes with QAD BPM With QAD BPM, your processes can be: -Visualized -Controlled -Measured Summary Solutions – QAD’s Business Process Management (BPM)

30 Interested in BPM -Talk to your Account Manager -Talk to/contact me Richard Day: QAD BPM Demonstration -Today 4:15pm Next Steps at Explore Solutions – QAD’s Business Process Management (BPM)

31 Richard Day Questions & Answers Solutions – QAD’s Business Process Management (BPM)

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