QAD Business Intelligence: A Closer Look Luc Janssen Director, Product Management, QAD Inc. 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 QAD Business Intelligence: A Closer Look

3 Transforming your data into decision support information QAD Analytics -Browses, operational metrics, … -QAD Business Intelligence QAD BI : a closer look Getting started : -Agile BI implementations Agenda QAD Business Intelligence: A Closer Look

4 “An Effective Enterprise is one where every business process is working at peak efficiency and perfectly aligned to the company’s strategic goals. ” Effective Enterprise QAD Business Intelligence: A Closer Look

5 So, how to measure your effectiveness ? Effective Enterprise QAD Business Intelligence: A Closer Look

6 QAD Key Performance Indicators (KPI’s) QAD Business Intelligence: A Closer Look

7 Transforming Your Data Into Decision Support Information QAD Business Intelligence: A Closer Look

Data, Information & Insight Are Different QAD Business Intelligence: A Closer Look 8

9 1. Get the Data QAD Business Intelligence: A Closer Look What data is available? How do we access that data ? What timing elements are important? ERP CRM SCP XLS External sources

10 2. Transform Data Into Information QAD Business Intelligence: A Closer Look  How do we want to control data and information?  What information do we want to collect?  What exception conditions do we want to monitor?

11 3. Act on Information QAD Business Intelligence: A Closer Look ActionAlertStatusHistory

12 4. Share the Information QAD Business Intelligence: A Closer Look

13 A Closer Look… QAD Business Intelligence: A Closer Look

14 Different Needs, Different Ways QAD Business Intelligence: A Closer Look QAD Business Intelligence Executives CEO, CIO, CFO Dept. Managers Finance, Sales Operations Prod. Mgr Planners Warehouse Staff Strategic Tactical Operational QAD Enterprise Applications - Browses & collections - Operational metrics -Reporting framework -Inquiries & standard reports

15 Browses & Collections QAD Business Intelligence: A Closer Look

16 Operational Metrics QAD Business Intelligence: A Closer Look

17 Reporting Framework QAD Business Intelligence: A Closer Look

18 Alerts QAD Business Intelligence: A Closer Look

19 QAD BI QAD Business Intelligence: A Closer Look

20 QAD BI Data Warehouse Designer -Easy to use -Consolidate into a single warehouse optimized for simple, fast access -QAD & non-QAD data sources QAD Modules -QAD ERP “aware” Preformatted groupings of data Based on QAD’s extensive application & vertical knowledge -Extensible QAD BI Collaborative Portal -Easy to use -Create & use queries, reports and dashboards QAD BI 3 QAD Business Intelligence: A Closer Look

21 Data Sources QAD Business Intelligence: A Closer Look

22 Data Warehouse QAD Business Intelligence: A Closer Look

23 Data Warehouse QAD Business Intelligence: A Closer Look

24 Data Warehouse Scheduler QAD Business Intelligence: A Closer Look

25 Modules QAD Business Intelligence: A Closer Look

26 QAD BI Modules QAD Business Intelligence: A Closer Look QAD BI Modules Sub Modules Financials General ledger Accounts Payable Accounts Receivable Order Management InvoicesBookingsShipments Operations Inventory Control & Management Direct Material Purchasing Manufacturing Operations Prepackaged content that allows rapid implementation

27 Collaborative Portal QAD Business Intelligence: A Closer Look

28 Collaborative Portal QAD Business Intelligence: A Closer Look

29 Mobile Portal – BI on iPad QAD Business Intelligence: A Closer Look

30 Easy Access to Data, Prepackaged Content QAD Business Intelligence: A Closer Look

31 Example Dashboards QAD Business Intelligence: A Closer Look

32 Sales Analysis Dashboard QAD Business Intelligence: A Closer Look

33 CFO Dashboard QAD Business Intelligence: A Closer Look

34 Capacity Planning & Control Dashboard QAD Business Intelligence: A Closer Look

35 Capacity Planning & Control Dashboard QAD Business Intelligence: A Closer Look

36 Agile Implementations QAD Business Intelligence: A Closer Look

37 Based on rapid iterations and close interaction with business users -Involve end-users early -Take a small step and roll out Agile BI implementations can lead to the first results within 1-3 months ! -Traditional BI implementations can take up to 6 months and more… Tools for agile implementation -Prepackaged content -Rapid development of visual items and dashboards Agile Implementations QAD Business Intelligence: A Closer Look

38 Extensive Early Adopter program through General available since March 2011 Best Practices -Work in iterations -Move fast ! ‘Fast Track’ programs in EMEA and NAMER Customer Experiences QAD Business Intelligence: A Closer Look

39 Fast Track Program QAD Business Intelligence: A Closer Look

40 60 Day Trial License, Up to 50 users - FREE -QAD Data Warehouse -Choice of one module Order Management Financials (SE or EE) -QAD Portal Fast, easy implementation - BILLABLE -Up and running in YOUR environment after as little as 2 weeks ! -10 days of QAD Services Installation/Data Validation Data load from 1 or 2 domains Super user & administrator training Implementation review Fast Track Program QAD Business Intelligence: A Closer Look

41 Summary QAD Business Intelligence: A Closer Look

42 The Effective Enterprise -Transforming your data into decision supporting information QAD Analytics -Browses, Operational Metrics, … -QAD Business Intelligence QAD BI : a Closer Look Get started : -Agile BI implementations -QAD Fast Track program Agenda Recap QAD Business Intelligence: A Closer Look

43 Access, analyze and share information Make & implement better decisions Become an Effective Enterprise QAD Analytics QAD Business Intelligence: A Closer Look

44 Luc Janssen Director, Product Management Questions & Answers QAD Business Intelligence: A Closer Look

45 Attend these related sessions at Explore : -Demo theatre: Business Intelligence -QAD’s Reporting Framework: Thursday, 9:45am Stop by the Solutions Expo Consider -Analytics Q-Scan -The QAD BI Fast Track Program -Participating in one of the Business Intelligence Workshops organized worldwide Next Steps QAD Business Intelligence: A Closer Look

46 © QAD Inc 2012