QAD Business Intelligence CAUG October 10, 2011 Bill Wermes QAD California User Group

Navigate your oceans of data … …with QAD Business Intelligence

Similar terms: “Performance Mgt”, “Data Warehousing”…it’s Analytical vs Transactional… Complete rewrite – worked with experts in the field and customer feedback to create latest version Focus was not so much on charts and graphs – that’s what the tool does – but on enabling organizations to make better decisions! Improve the ability to see the data, data, data that you already have QAD Business Intelligence

Regardless of your business or the product you make… …the goal is to run your business based on facts, not guesses

Report Writing is Complex Multi-system Reports Hard or Impossible Historic Data Access / Availability Spreadsheet Building Time / Effort / Errors Operational Data

Cash Flow Analysis Customer & Product Profitability Sales Plan vs Forecast Inventory Turnover On-time Delivery in Full Trending Metrics

Which customers & products have the greatest profitability? What is the right “mix” of products to sell? How are discounts impacting us? What trends are occurring concerning costs? Profitability? Where are the greatest opportunities to reduce Cost of Goods Sold? What reps, products, operations are performing according to plan? 7 Areas for Investigation

Decision Support QAD BI 1.0 QAD BI 2.0 QAD BI 3.0 Evolution Release 3.5 …

Today To help take decision making to more people Unlock more of your data to others… …even while not at your desk

10 “It is perfectly true that top management must have the final say, the final responsibility. But the business enterprise of today is no longer an organization in which there are a handful of “bosses” at the top who make all the decisions while the “workers” carry out orders. It is primarily an organization of professionals...exercising autonomous, responsible judgment. And every one of them -- whether manager or individual expert contributor -- constantly makes truly entrepreneurial decisions, that is, decisions which affect the economic characteristics and risks of the entire enterprise.” Peter Drucker

QAD Business Intelligence - Long term trend analysis -Both QAD and non-QAD data - Easy access (web, mobile) QAD Business Intelligence - Long term trend analysis -Both QAD and non-QAD data - Easy access (web, mobile) QAD Enterprise Applications - Inquiries & Standard Reports - Operational Metrics - Reporting Framework - Browses & Collections QAD Enterprise Applications - Inquiries & Standard Reports - Operational Metrics - Reporting Framework - Browses & Collections OperationalOperational Tactical StrategicStrategic Executives CEO, CIO, CFO Executives Dept. Managers Finance, Sales,... Dept. Managers Finance, Sales,... Operations Prod. Mgr, Planners Warehouse, Staff Operations Prod. Mgr, Planners Warehouse, Staff Matching Need To Solution BI’s Role in your Organization

Closed-Loop Decision-Making Measure Business State Gather Data Analysis Collaborate V3.3 Implement Model V3.6

QAD Data Warehouse Designer -Consolidate into a single warehouse optimized for simple, fast access -QAD and non-QAD data sources -Uses MS SQL Server and Analysis Services for Data Warehouse Modules -ERP “aware” streamlines access to current and historical QAD ERP data -Extensible to support non-QAD data sources Collaborative Portal -Easy to use and create dashboard and reporting environment Optional 3 rd Party: Cognos or other BI or Reporting solution -Can provide advanced capabilities beyond the QAD BI Portal QAD BI 3 – Components

14 BI Architecture… a graphical depiction of how QAD BI data warehouse works…

15 BI Architecture- take a closer look at DW

16 BI Architecture

17 BI Architecture

18 BI Architecture

19 BI Architecture… automatically documents the transformation and provides “Trackback Diagrams”

Data Analysis 20 Collaborate…people look at things from a different perspective…

21 Collaborate Forum Collaboration Collaboration

To the Solution…. … Let’s be a business user…

Capital Safety offers the broadest line of fall protection equipment, rescue and confined space products. Have 12 separate data bases Wanted consistent global BI platform Wanted ability to use budget excel spreadsheets as data sources Taking advantage of Regional Currencies in BI to view several countries in one currency Rolled out first region in 5 weeks Customer Value

Revenue Enhancement Improved Risk Management Cost Containment Operational Control QAD BI helps with 4 Business Pressure Points

QAD Proprietary