“The Effective Enterprise: Building for the Future” Running QAD on Your Mobile Device Steve McHugh-Broomstreet Martin Cohen-Broomstreet Amy Vasquez-Strategic Information Group

“The Effective Enterprise: Building for the Future” All names, logos and/or trademarks used are property of their respective owners. Copyright © Broom Street Software, Inc. All rights reserved. Imagine... A sales rep, as they head out on their sales route, they have access to previous sales statistics and navigation information on the quickest route to each stop. Once they arrive at a customer's location, they have instant access to any and all information the customer might inquire about at their fingertips. Their reassuring ability to easily answer questions helps close the sale, and they are able to put the order through immediately on their mobile device. That order is transmitted in real-time, and they can tell the customer then and there exactly when it is scheduled for delivery.

“The Effective Enterprise: Building for the Future” All names, logos and/or trademarks used are property of their respective owners. Copyright © Broom Street Software, Inc. All rights reserved. Imagine... Inventory personnel using a Smartphone or Tablet to count and identify inventory. Scanning a barcode or manually recording the inventory. All in real-time with full access to your ERP system. Being at a customer's site with your mobile device, viewing your customer's sales history and invoice details, placing orders, create quotes, viewing photos of inventory items with stock quantities - all in real-time...that's the power of Mobile Desk ® ! No more re-entry of orders from paper order sheets; no more uploading at the end of the day. Enter an order while at a customer's site and pickers at your warehouse can work on that order for an afternoon delivery...Now that's service!

“The Effective Enterprise: Building for the Future” All names, logos and/or trademarks used are property of their respective owners. Copyright © Broom Street Software, Inc. All rights reserved. Order Desk TM Mobile Desk ® From Broom Street Software Purchasing Desk TM Inventory Desk TM Planning Desk TM Sales Desk TM Mobile Trunk TM

“The Effective Enterprise: Building for the Future” All names, logos and/or trademarks used are property of their respective owners. Copyright © Broom Street Software, Inc. All rights reserved. Benefits Improved quality of service Greater productivity from mobile workers Deeper business relationships through faster response times and more comprehensive, immediately available information Competitive advantage More accurate data capture

“The Effective Enterprise: Building for the Future” All names, logos and/or trademarks used are property of their respective owners. Copyright © Broom Street Software, Inc. All rights reserved. Who wants to be mobile? Sales Reps/Regional Managers Your Customers Your Suppliers Executives Warehouse Staff Managers Buyers/Planners

“The Effective Enterprise: Building for the Future” All names, logos and/or trademarks used are property of their respective owners. Copyright © Broom Street Software, Inc. All rights reserved. What can I do from Mobile Desk ® ? Check order status, review KPI'S Release credit holds Scan bar codes Update due dates Change planning data Perform inventory transactions Order product Check inventory Receive alerts And much more!!!

“The Effective Enterprise: Building for the Future” All names, logos and/or trademarks used are property of their respective owners. Copyright © Broom Street Software, Inc. All rights reserved. Personalize Your Experience Define data sub-sets for your User ID Define alerts by User ID View the data that’s important to your Customer/Supplier! View the data that's important to you!

“The Effective Enterprise: Building for the Future” All names, logos and/or trademarks used are property of their respective owners. Copyright © Broom Street Software, Inc. All rights reserved. Opportunity Bring New Context to your Legacy Systems Better Informed More Confident Better Connected Real/Time Interactive The Opportunity to add new context and value to your ERP is mind blowing

“The Effective Enterprise: Building for the Future” All names, logos and/or trademarks used are property of their respective owners. Copyright © Broom Street Software, Inc. All rights reserved. QAD Supported Versions 9.0/EB2 SE (All Flavors) EE (All Flavors) On Premise/Cloud Progress 9/10/11

“The Effective Enterprise: Building for the Future” All names, logos and/or trademarks used are property of their respective owners. Copyright © Broom Street Software, Inc. All rights reserved.

“The Effective Enterprise: Building for the Future” All names, logos and/or trademarks used are property of their respective owners. Copyright © Broom Street Software, Inc. All rights reserved.

“The Effective Enterprise: Building for the Future” All names, logos and/or trademarks used are property of their respective owners. Copyright © Broom Street Software, Inc. All rights reserved. Demonstration: Sales Desk TM User defined list of customers Customer details Valid ship-to addresses Price lists Sales QTD/YTD/MTD comparison to last year Open orders Inventory AR Shipment history

“The Effective Enterprise: Building for the Future” Presented by Amy Vasquez Mobile Trunk Stock App

“The Effective Enterprise: Building for the Future” Trunk Stock (TS) is inventory that a sales person carries with them to increase sales and service Company still owns the inventory Consignment Inventory is placed at a customer to increase sales, paid for when consumed What is Trunk Stock and Customer Consignment Inventory?

“The Effective Enterprise: Building for the Future” Strategic’s Trunk Stock (TS) Program Stock Sales Person Sales Order = Zero Cost Channel = Consign Inventory to Sales Person Ship Sales Order Inventory Received into Location = Sales Person Surgery Performed Replenish Parts Used Parts used are Billed using Pending Invoice Maint from Slsps location Parts automatically replenished

“The Effective Enterprise: Building for the Future” Strategic’s Consignment Program Stock Hospital Sales Order = Zero Cost Channel = Consign Inventory in Hospital Ship Sales Order Inventory Received into Location = Sold-To Surgery Performed Replenish Parts Used Parts used are Billed using Pending Invoice Maintenance Parts automatically replenished

“The Effective Enterprise: Building for the Future” Business Challenges with Trunk Stock/Consignment Inventory Timely update of inventory consumption Revenue recognition Extended payment terms - AR Tracking inventory Errors with lot number and/or serial numbers Visibility of consignment inventory

“The Effective Enterprise: Building for the Future” Strategic’s Answer to the Challenges: Trunk Stock App for Back End Mobile Trunk Stock App Access using iPhone, iPad, Android and lap top Manage Inventory View inventory by account Cycle count Transfers Order management View open orders Initiate billing for consumed product Place replacement or standard order

“The Effective Enterprise: Building for the Future” What You’ll See in the Mobile App Demo View/Manage Inventory Bill for inventory used Cycle Count Place a consignment replenishment order

“The Effective Enterprise: Building for the Future” Demonstration

“The Effective Enterprise: Building for the Future” Review What we saw Review inventory at a customer site Billed an item that was used in surgery Adjusted inventory using cycle counting Created a replacement order for the item used Try it out iPhone, iPad: Download app from Apple App Store Android: Use web portal

“The Effective Enterprise: Building for the Future” Q&A

“The Effective Enterprise: Building for the Future” Save the Date for Explore 2015