Building Blocks for the Effective Enterprise MWUG Fall 2013 Pam Lopker President and Founder

Financials Service & Support I19 Analytics Demand & Supply Chain Planning Customer Management EDI Quality FieldServices TMS Manufacturing Supply Chain Execution BPM EAM Complete Suite 3

Financials Service & Support I19 Analytics Demand & Supply Chain Planning Customer Management EDI Quality Field Services TMS Manufacturing Supply Chain Execution BPM EAM QAD Enterprise Applications

Demand & Supply Chain Planning DemandPlanning Integration KPI’s Web Access & Collaboration Buy  Manufacture  Deliver  Sell Buy  Manufacture  Deliver  Sell Operational  Tactical  Strategic Master Planning (Network & Inventory Optimization) Distribution Planning ProductionPlanningProcurementPlanning Sales & Operations Planning Supplier Customer 5

Financials Service & Support I19 Analytics Demand & Supply Chain Planning Customer Management EDI Quality Field Services TMS Manufacturing Supply Chain Execution BPM EAM QAD Enterprise Applications

Complete Quality Solution APQP/ PPAP Calibration CAPA & NCR Projects DocumentControl FMEA Risk AssessmentAnalytics Inspection & SPC QualityManagement Training QualityControl Certificates of Analysis Attributes & Recording Work Order Integration 7

Enterprise Financials Collections UI Versions Reports Browses Collections Ops Metrics i19 Artifacts Bank Drivers UI Versions Business Functionality BPM Flows Agility Enterprise Financials 8

Truly Global 9

10 I19 Primary Country Status – 47 Countries

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Customer Service Manager 12 Role-based Dashboards

AR Clerk Role-based Dashboards 13

14 Sales and Marketing ManagerSales Representative Customer Service ManagerCustomer Service Representative Customer Support ManagerCustomer Support Representative Pricing Manager Buyer Inbound Material HandlerOutbound Material Handler Purchasing Material PlannerProduction Material Planner Production Scheduler Master Scheduler Shop Floor Operator Shop Floor Controller AR Clerk Financial Controller Fixed Asset Manager Pre-defined Dashboards in Sept 2013 Role-based Dashboards

Customer Service Collection Role Based Collections 15

16 Sales Quotes Sales Quote Sales Quote Price Related Reports Sales Quote Bill Sales Quote Sales Quote Print Scheduled Orders Scheduled Orders by Customer Customer Schedule Price List Invoice History Customer Plan Schedule Customer Ship Schedule Customer Ship Schedule Variance Required Ship Schedule Related Reports Customer Scheduled Order Schedule Sequence Schedule Shipment History Customer Schedule Price List Items Item Sales Order Detail Sales Quote Detail Consignment Inventory Usage Inventory Detail by Item Item Replacement Up/Cross Sell Related Reports Sales Order by Item Sales Quote by Item Consignment Inventory Consignment Inventory by Loc Price Lists by Item Sales Orders Sales Order Credit Browse Sales Order Price Browse Invoice History Browse Related Reports Sales Order Orders to Ship Sales Order Bill Consignment Inventory Sales Order Print Invoice History Backlog/Missed Shipment Customer Contacts Customer Ship-To Customer Sales Quote Sales Quote Detail Customer Sales Orders Sales Order Detail Sales Quantity by Month Sales by Customer Sales by Customer/Item Customer Scheduled Order Related Reports Sales Order Sales Quote Orders to Ship Customer History Backlog/Missed Shipment Invoice History Price Lists by Customer Customer Service Collection Role Based Collections

17 Sales ManagementSales Representative Customer Service ManagerCustomer Service Representative Service DispatchCustomer Support Representative Pricing Manager Contract Administration ShippingWarranty Administration Tech Support Buyer Inbound Material HandlerOutbound Material Handler Purchasing Material PlannerProduction Material Planner Production Scheduler Master Scheduler Shop Floor Operator Shop Floor Controller Pre-defined Collections in Sept 2013 Role-based Dashboards

18 QAD BI Analytical Areas Financials Order Management Operations Enterprise Asset Management General Ledger Accounts Receivable Accounts Payable Invoices Bookings Shipments Inventory Control & Management Direct Materials Purchasing Plant Maintenance Shipping Performance Capacity Planning & Control Financials Order Management Operations Enterprise Asset Management Transportation Management BI for Order Management Current BI Modules Now supports customer Schedule KPI’s

Exciting Functionality 19

20

ProcessTransportGrowSellWarehouseConsume -Serialization - Track & Trace Early Adaptor 21 QAD Serialization, Track & Trace

A Unique Identification Number What is Item Serialization? QAD Serialization, Track & Trace

Packaged Inventory using a unique ID What is License Plate Inventory? 23 QAD Serialization, Track & Trace

Framework for capturing parameters and data relevant for quality control at all points in material flow including: -Inbound receipts -Outbound shipments -Production transactions -Streamlines inspection activities with material handling and shop floor activities -Simplifies regulatory compliance -Simplifies product recalls Design Change Adverse events management QAD Item Attributes Early Adaptor 24

25 Extends item data management -Define item attributes -Manage attributes and & specifications for items -Manage specifications at order level to qualify materials -Validate inbound & production receipts -Select & validate goods to issue -Full track & trace with lot attributes Item Attributes QAD Item Attributes and Quality Control

26 Test specifications, test records, quality orders Supports: -Multiple tests for an item -Multiple test records for an order or operation Quality order/events automation Certificate of Analysis Quality Control QAD Item Attributes and Quality Control

27 Powerful Promotion Planning Automated Claims Processing Efficient Deduction Resolution Tight Integration with Financials Robust Reporting/Analytical Tools Trade Promotion Management Early Adaptor

Powerful Promotion Planning Trade Promotion Management

29 QAD’s Business Process Management (BPM) Early Adaptor Model the process you follow Automate, monitor & manage Collect process execution metrics Improve process agility Facilitate optimization Traditional Application BPMS Application

QAD Web Warranty Claims Management JD 30 Web, , fax, other Validate Approve / Reject Buy/Sell Material Transfer RMA Workflow Credit Memo A/P Corrective Action Vendor recovery, collaborative quality & cost management

31 QAD Web Warranty Claims Management Joint Development “Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract”

ExcitingEasyBetter 32