1. QAD Midwest Users Group
Arm & Empower Your Sales Force with Real-Time Access to QAD
Presented By:
Steve Cromer – Stein Industries Inc
Nancy McCrimmon – 32 Soft

2. Speaker Intro Nancy McCrimmon
Sr. Project Manager – 32Soft
20 yrs + in Operations & Process Improvement
Systems Implementations
32Soft
Helping QAD users since 2001
Core products – Excel data loaders
Customers - Global

3. WHAT IS CWC
Online self serve site targeted towards external users without direct access to QAD
Simplified and easy to use interface for users to view, track, enter and print orders and invoices as well as quotes and RMA requests
Has built in security to filter information for different groups of users

4. WHAT IS CWC

5. WHAT IS CWC

6. WHAT IS CWC

7. WHAT IS CWC

8. CWC FEATURES Track orders throughout the fulfillment process
Query availability and pricing of items
Submit quote requests and convert approved quotes into orders directly into QAD Sales Order Maintenance
Query invoiced orders and submit RMA requests
Run reports online
Restrict information based on user role
Allow online registration and approval process
Require minimal maintenance by IT

9. Speaker Intro Steve Cromer
Director of IT, Stein Industries, Inc.
E-Switch
Carlson AirFlo
Carlson JPM Store Fixtures
Procom Global Logistics
About 130 employees total
Global company US, Singapore, China
Small IT Staff
QAD Analytic/Programmer
QAD vendors
QAD 2013 Standard Edition, recently upgraded from 2009 Standard Edition
Using netui, running on Linux platform, Progress 10.2B
My second upgrade of QAD

10. Synopsis
E-Switch had a complex Extranet site, that was no longer maintainable
Site was used by internal sales force, and external Reps, and Distribution companies.
Items of importance:
Pricing, with price lists applied
Split commission forms for Reps
Tracking Split commission submissions
Order tracking for internal sales force on the road
Order tracking for Distribution companies
Simple marketing items
Ability to view PDF drawings from the public site
Being able to apply security to users so they didn’t see all orders and items

11. Alternatives QAD SSM portal. Custom programming, with Q-extend.
Looked at traditional Web programmers, with QAD integration.
Engaged other QAD vendors
Traditional EDI transactions
Mobile application

12. Solution 32Soft Customer Work Center Flexibility
Main platform was already built
Modules were flexible to add or remove
Integrated with QAD without any large customization
Ability to use it for other divisions in accordance with their specs.
Performance on QAD wasn’t compromised.

13. Demo

14. Screen Shots

15. Customer Work Center 32Soft
Flexible
Sustainable
Ability to Support
Simplify
Data Management in QAD or Standalone