1. Driving Decisions: Single Version of the Truth Luc Janssen – Director, Product Management, QAD Mike Booke – Vice President of Global IT, Capital Safety Group QAD Business Intelligence

2. 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

3. 3 -What does it bring to the table ? -How will it meet your information requirements ? Experiences from the field -Capital Safety Group implemented QAD BI 3 Agenda QAD Business Intelligence

4. 4 Luc Janssen – Director, Product Management, QAD QAD Business Intelligence V3 QAD Business Intelligence

5. “For every leader in the company, not just for me, there are decisions that can be made by analysis. These are the best kinds of decisions. They’re fact-based decisions.” --Jeff Bezos, Amazon QAD Business Intelligence 5

6. Which customers & products have the greatest profitability? What is the right “mix” of products to sell? How are discounts impacting us? What trends are occurring concerning costs? Profitability? Where are the greatest opportunities to reduce cost of goods sold? What reps, products, operations are performing according to plan? Typical business questions… QAD Business Intelligence 6

7. Make better decisions Support “intentional” decision making -from preparation -to decision making -to implementation Manage by fact Improve shareholder value Why BI? BI Domain Space QAD Business Intelligence 7

8. The Role of Business Intelligence QAD Business Intelligence QAD Enterprise Applications - Inquiries & standard reports - Operational metrics -Reporting framework - Browses & collections Executives CEO, CIO, CFO Dept. Managers Finance, Sales, … Operations Prod. Mgr Planners Warehouse Staff 8 Strategic Tactical Operational

9. Management by fact Identifies key performance indicators that require attention Provides easy to use investigative tools - dashboard framework Identify causes of problems or potential problems Harmonizes information, consolidates data from disparate systems Improves strategic and tactical decision making Reduces elapsed time to reach a quality decision Facilitates collaboration to support communication and decision implementation. Benefits of BI QAD Business Intelligence 9

10. 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 10

11. Data Sources QAD Business Intelligence 11

12. Data Warehouse QAD Business Intelligence 12

13. Data Warehouse QAD Business Intelligence 13

14. Data Warehouse Scheduler QAD Business Intelligence 14

15. Modules QAD Business Intelligence 15

16. QAD BI Analytical Areas Modules Schema Sets Financials General Ledger Accounts Payable Accounts Receivable Fixed Assets Order Management InvoicesBookingsShipments Backlog Customer Schedules Trade Promotions Operations Inventory Control & Management Production Purchasing Master Scheduling & Material Planning Shop/Plant Scheduling & Tracking Capacity Planning and Control Manufacturing Quality Production Cost Accounting Production Data Management MRO Inventory MRO Purchasing Plant Maintenance Projects Supply Chain Demand Forecasts Transportation Management Warehouse Management S & OP Sales & Channels Territory Performance Channel Partners Pipeline History Channel Effectiveness Channel Efficiency Service & Logistics Service Events Warranty Events Field ServiceLogistics Marketing Customer Master Campaign Performance Demand Creation Program Effectiveness Collateral History QAD Extensions ConcurHRSalesForcePayrollLotus Notes Available in BI 3.4 Estimated available BI 3.5 Future Enterprise Asset Management 16

17. Collaborative Portal QAD Business Intelligence 17

18. 18 Collaborative Portal QAD Business Intelligence

19. 19 Collaborative Portal QAD Business Intelligence

20. Access, analyze and share information to: -Understand how their business is performing -Improve decision making Make & implement better decisions through: -Access to data -Broader analytics -Collaboration In summary, BI enables companies to: QAD Business Intelligence 20

21. 21 Acclarent USA Australian Bakels Aus Capital Safety USA Dacor Aus Golden Boy Foods Canada JHP Pharma USA Omnia South Africa PPG USA Sonic Innovations USA U.S. Tusbaki USA Whyte's Foods Canada BI 3 Current Customers QAD Business Intelligence

22. 22 Work in iterations -Focus on quick dashboards -Share with the business users (focus on key stakeholders first) -Adjust based on feedback Manage your customizations -Adjust the portal to your company needs -Limit the changes to the data warehouse If changes are needed, make them controlled If changes are done, put in place reconciliation procedures Move fast ! -The QAD toolset allows you to do so… Best Practices QAD Business Intelligence

23. 23 Mike Booke - VP of Global IT - Capital Safety Group Capital Safety’s Global BI Implementation QAD Business Intelligence

24. 24 Reporting current state BI platform goals and objectives Managing cultural change Implementation lessons and success Summary Agenda QAD Business Intelligence

25. 25 Dashboard only offers canned reports -Reports are focused on individual customer data -Dynamic reports / queries are not supported Data not consolidated among 12 separate QAD databases Manual consolidation takes days each month Ad-hoc queries required complex tools Reporting Current State QAD Business Intelligence

26. 26 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 BI Platform Goals and Objectives QAD Business Intelligence

27. 27 Prior dashboard effort failed due to: -Little participation by the global business -No confidence in the reports -No Change Management focus Managing Cultural Change QAD Business Intelligence “Technology is easy, it’s the people that are hard.”… Mike Booke

28. 28 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.) QAD Business Intelligence “Technology is easy, it’s the people that are hard.”… Mike Booke

29. CSG Sales Dashboard 29 QAD Business Intelligence

30. 30 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 QAD Business Intelligence

31. 31 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 QAD Business Intelligence

32. 32 Rolled-out first region in 5 weeks compared to >18 months for SAP / Business Objects at former company Implementation Success (cont.) QAD Business Intelligence

33. 33 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 QAD Business Intelligence

34. Sales Trend Information 34 QAD Business Intelligence

35. Product Sales Heat-Map 35 QAD Business Intelligence

36. Open Quotes Grid with Drill-Down 36 QAD Business Intelligence

37. 37 Manage cultural change -Include key management stakeholders in: Requirements, Dashboard design, and Implementation -Utilize user stakeholders in data validation Summary QAD Business Intelligence “Technology is easy, it’s the people that are hard.”… Mike Booke

38. 38 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.) QAD Business Intelligence

39. 39 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.) QAD Business Intelligence

40. Metrics Affected 40 QAD Business Intelligence ProcessBenefitValue Daily monitoring of data Reduction in delayed information Improvement in data accuracy Financial reporting productivity improvements 10 to 20% 10% to 40% 10% to 20% On-line analytical processing/reporting - Slicing/Dicing of data Make better strategic decisions Reduction in time to ‘pull together’ data Reduce number of tools used for reporting 20% to 30% Less programs Metrics and KPI’s Quicker response to alerts 10% to 20%

41. 41 Join a customer advisory group to shape future product direction Stop by the EXPO for a demo Ask your account manager to arrange a BI Q-Scan Next Steps QAD Business Intelligence

42. 42 Mike Booke: mbooke@capitalsafety.commbooke@capitalsafety.com Luc Janssen: luj@qad.comluj@qad.com Questions & Answers QAD Business Intelligence

43. www.qad.com © QAD Inc 43