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QAD - Business Intelligence Platform MWUG – Presentation by Capital Safety Mike Booke – Global VP of IT Andy McDonald – Solutions Analyst.

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Presentation on theme: "QAD - Business Intelligence Platform MWUG – Presentation by Capital Safety Mike Booke – Global VP of IT Andy McDonald – Solutions Analyst."— Presentation transcript:

1 QAD - Business Intelligence Platform MWUG – Presentation by Capital Safety Mike Booke – Global VP of IT Andy McDonald – Solutions Analyst

2 InsightInsight TopsightTopsight Detailed, consistent data & Shared process models Detailed, consistent data & Shared process models HindsightHindsight ForesightForesight Measures

3 QAD Business Intelligence 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 BI’s Role

4 Database Modelling Meta Data Repository SchedulerScheduler DocumentationDocumentation Operators Re-Format Data Business Users FinancialsSalesCRMHROther Developers BI Solution

5 Reporting current state BI platform goals and objectives Managing cultural change Implementation lessons and success Summary Agenda

6 Dashboard only offers canned reports –Reports are focused on individual customer data –Several different legacy technologies (PHP, MySQL, Fusion Charts, SSRS, WebSpeed) –Dynamic reports / queries are not supported Data not consolidated among 12 separate QAD databases Manual consolidation takes days each month Reporting Current State

7 Consistent global reporting platform Improved dashboard with –Graphical action-oriented reporting –Drill down for non-expert users Power user ability to easily generate queries without IT intervention Ability to consolidate from QAD internal and external sources –Attach Excel spreadsheets as data sources Budget by different regions, and product lines Also Rep number security BI Platform Goals and Objectives

8 Prior dashboard effort failed due to: –Involve the global business Currency was an issue, all were base currency only –Lack of confidence in the reports –No Change Management focus Managing Cultural Change “Technology is easy, it’s the people that are hard.”… Mike Booke

9 Current change initiatives –Global Steering Committee of key global stakeholders –Major milestone review for all global regions –Roll-out by region (Europe, Pac Rim, Americas) –Data cleansed and reports validated by regional stakeholders Managing Cultural Change (cont.) “Technology is easy, it’s the people that are hard.”… Mike Booke

10 View of 2 reps

11 Plan on regular workload preventing stakeholder participation Dashboards / reports are difficult to visualize –Use graphical examples –Consider drill down and management views –Scope creep will be inversely proportional to current reports available Don’t launch a dashboard on the first day of the fiscal year Implementation Lessons

12 QAD data mappings minimized the biggest risk in BI projects –Data mapping is accurate and minimizes cleansing –Module (cube) design consistent with QAD data fields QAD Data Warehouse Designer facilitated dashboard objectives –Graphical action-oriented information –Ease of use drill down Implementation Success

13 Salespeople and executive management have easy access to more information than ever before –Daily consolidated sales vs. monthly –Graphical action oriented sales and product dashboards –Trend graphics and data –Product heat maps for cross-sales opportunities Business Success

14 Regional Currency customization –UK - British Pounds – base currency –Rest of Europe – Euros – base currency –Corporate currency is USD –Solution is regional currency of Euros Monthly exchange rate Executive Dashboard

15

16 Executive Dashboard Level 2

17 Executive Dashboard (cont.)

18 Product Sales Heat-Map

19 Open Quotes Grid with Drill-Down

20 Manage cultural change –Include key management stakeholders in: Requirements, Dashboard design, and Implementation –Utilize user stakeholders in data validation Summary “Technology is easy, it’s the people that are hard.”… Mike Booke

21 QAD BI Platform minimizes risk over non-QAD tools –Data mapping is accurate and minimizes cleansing –Module (cube) design consistent with QAD data fields ensures report data integrity –Easy to use Designer facilitates stakeholder adoption Summary (cont.)

22 Rolled-out first region in 5 weeks compared to >18 months for SAP / Business Objects at former company Salespeople and management have easy access to more information than ever before Summary (cont.)

23 Ensuring Adoption Drive change from the top down Define meaning of Business Intelligence Focus on the right metrics Keep it simple and grow Get it out to the users early


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