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| Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc.

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Presentation on theme: "| Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc."— Presentation transcript:

1 | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc.

2 | Building the Effective Enterprise 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 Is Enterprise Edition Right for You?

3 | Building the Effective Enterprise 3 ■Why upgrade? ■Core application ■Controls and compliance ■User interface ■Summary ■Questions Agenda Is Enterprise Edition Right for You?

4 | Building the Effective Enterprise Why Upgrade Is Enterprise Edition Right for You?

5 | Building the Effective Enterprise 5 Proactive Application Management Is Enterprise Edition Right for You? 5 Practical Competitive Optimum Status Quo Regular Applications Value Reviews Periodic Application Refresh Competitive Opportunity Time Competitive Erosion Go Live By harnessing the power of new technology, you can achieve competitive advantage Competitiveness

6 | Building the Effective Enterprise Drivers for Upgrade Is Enterprise Edition Right for You?

7 | Building the Effective Enterprise 7 ■Take advantage of new functionality ■Reduce customizations ■Reduce operational costs ■Respond to globalization and consolidation needs ■Increase user productivity ■Ensure compliance ■Optimize application and system performance ■Drive lean principles throughout the organization Benefits of Upgrade Is Enterprise Edition Right for You?

8 | Building the Effective Enterprise Value of Upgrading Is Enterprise Edition Right for You? 8 8 Age of QAD Application Versions 20 0 ` Min Max User Effectiveness & Satisfaction Operational Effectiveness & Efficiency System Risk IT Total Cost of Ownership LeadersLaggardsFollowers

9 | Building the Effective Enterprise 9 Key Performance Indicators Is Enterprise Edition Right for You?

10 | Building the Effective Enterprise 10 ■Customer service ■Supplier performance ■Manufacturing efficiency ■Manufacturing schedule ■Information technology (IT) effectiveness Improve Enterprise Efficiency Is Enterprise Edition Right for You? ■Supply chain effectiveness ■Inventory effectiveness ■Financial compliance ■Industry compliance ■Asset utilization

11 | Building the Effective Enterprise Core Application Is Enterprise Edition Right for You?

12 | Building the Effective Enterprise 12 ■Shared sets ■Dual base currency ■Accounting layers ■Multiple charts of accounts (COA) ■GL transactions drill-down capability ■Supplementary analysis fields (SAF) Financials Is Enterprise Edition Right for You?

13 | Building the Effective Enterprise ■Periodic revaluation of item costs ■Generation of GL transactions  Option to reopen PC sub ledger  Options to make cost corrections ■Indirect costs & expenses directly attributable ■Calculate/capture labor and burden costs ■Multiple currencies ■Periodic cost reporting for cost analysis & legal documents ■Fully integrated  With all inventory and shop floor transactions Periodic Costing Solution Is Enterprise Edition Right for You? 13

14 | Building the Effective Enterprise 14 ■Item replacement, up-sell, cross-sell ■Memo type defaulting ■Shippers and inventory movement ■Correction invoices Inventory Is Enterprise Edition Right for You?

15 | Building the Effective Enterprise 15 ■Warehouse management  Schedule and manage labor efficiently  Assign and prioritize tasks and locations ■Advanced picking logic  Pick orders individually or in a bulk / wave pick  Pick multiple orders at the same time ■Advanced receipt  Automatically generate pallet numbers  Start a put-away process as soon as stock is received Warehousing Is Enterprise Edition Right for You?

16 | Building the Effective Enterprise 16 ■Customer service management center ■Retroactive billing / Retrobilling ■Configurator improvements ■Customer Management Reports ■Shipper Validation for EDI Customer Service Is Enterprise Edition Right for You?

17 | Building the Effective Enterprise 17 ■Service and support role-based centers  Contract admin center  Warranty admin center Service/Support Is Enterprise Edition Right for You? QAD Enterprise Applications QAD Service & Support Management Sales Order Shipment Forecast Product Manufactured Installed Base Warranty Service Parts Forecast Service Contracts Service Call Parts & Labor Invoicing Planning Sales Order Reports ■Installed base hierarchy ■Depot Repair ■Web warranty

18 | Building the Effective Enterprise 18 ■Release management  Required ship schedule netting logic  Scheduling customer shipments  Subcontract shipping visibility & productivity solutions  Supplier scheduling enhancements & activity controls ■Enterprise material transfer  Automates the supply chain  Cross-domain Inventory browse  Supplier default for SBU site and check Supply Chain Is Enterprise Edition Right for You?

19 | Building the Effective Enterprise ■Business Need  For accounting purposes, need to update product lines and product line accounts for items, so ■Solution  Ability to copy product lines and detailed product line accounts to create new ones  Ability to replace product lines wherever they are referenced in the system  The system automatically updates open orders and creates adjustment transactions Product Line Realignment Is Enterprise Edition Right for You? 19

20 | Building the Effective Enterprise ■Business need  In a multi-site environment, there is a limited ability to specify default values for fields that are unique to an item and location, such as location or memo type ■Solution  Ability to specify additional site-specific defaults such as stocking and inspection locations, shelf- life, and memo type Site-Specific Item Data Is Enterprise Edition Right for You? 20

21 | Building the Effective Enterprise 21 ■Planning and scheduling workbenches ■KanBan workbenches ■Serialization, serial and lot trace, quality, attributes ■Product change control enhancements ■Obsolete inventory Manufacturing Is Enterprise Edition Right for You?

22 | Building the Effective Enterprise Controls and Compliance Is Enterprise Edition Right for You?

23 | Building the Effective Enterprise ■ Improve internal controls:  Segregation of duties and access control  User update restrictions  Customer/supplier transaction blocking  Credit management controls  Debit/credit separation in sub ledgers  Audit trails / e-signatures ■Several built-in provisions for easier compliance  Accounting periods control, closing procedures including consistency checks  Accounting layers  System controls Internal Controls / Compliance Is Enterprise Edition Right for You? 23

24 | Building the Effective Enterprise ■Define roles and their permissions ■ Assign roles to employees ■Users can have different roles in different domains ■User interface changes can be role specific Role Based Security Is Enterprise Edition Right for You? 24

25 | Building the Effective Enterprise ■Some employees need to be able to find and view detailed information about orders or records, without being given the capability to add or modify those orders or records ■New functions are provided to allow people to browse and view data for a  Customer  Supplier  Purchase order  Sales order  RMA  Work order Record Viewers Is Enterprise Edition Right for You? 25

26 | Building the Effective Enterprise ■Objective  Limit the duties of individuals to certain areas of responsibility  Minimize the ability of any individual to misappropriate company property – without collusion between individuals ■Specify roles that are conflicting from a segregation of duties perspective ■Identify users that have any access rights that are part of conflicting roles Segregation of Duties Is Enterprise Edition Right for You? Conflicts Role A Access right …. Role B Access right …. User 26

27 | Building the Effective Enterprise ■Restricts the use of selected QAD functions to data related to specific items, sites and locations ■Applied in functions that do:  Inventory receipts  Inventory shipments  Inventory transfers ■Examples:  A user is restricted from performing a sales order shipment for item “XYZ”  A user is restricted from performing a transfer from location “Quarantine” User Update Restrictions Is Enterprise Edition Right for You? 27

28 | Building the Effective Enterprise ■Provides the capability to restrict certain transactions for selected suppliers and customers ■For example:  Disable transactions for suppliers or customers that have become inactive  Disable transactions for customers that have credit problems  Disable transactions for suppliers that have quality problems Customer/Supplier Transaction Blocking Is Enterprise Edition Right for You? 28

29 | Building the Effective Enterprise 29 ■Unicode support  Store combinations of characters that traditionally required separate code pages  One database – multiple languages ■Internationalization  Localization bolt-on’s replaced by core package capability for international regulatory needs Internationalization Is Enterprise Edition Right for You?

30 | Building the Effective Enterprise 30 ■ Explicitly visualize & control your business processes across traditional boundaries ■Facilitate collaboration within the organization ■Provides a wealth of vital performance information previously hidden QAD BPM Is Enterprise Edition Right for You? BPMS Application

31 | Building the Effective Enterprise User Interface Is Enterprise Edition Right for You?

32 | Building the Effective Enterprise 32 ■Screen configuration ■Collections, reporting framework reports ■Operational metrics ■Mobile browses and GRS approval ■Excel integration ■Workflow alerts User Interface Is Enterprise Edition Right for You?

33 | Building the Effective Enterprise ■ Add, move and delete fields ■Change columns, sorting and layout for user, role or system Complete Configurability of Screens Is Enterprise Edition Right for You? 33

34 | Building the Effective Enterprise ■Consolidate various transaction information and display in a single view ■Develop drill-down / through data paths ■“Connect” to foreign data ■Limited graphical representation of data ■Instantaneous view of current position Browses and Collections Is Enterprise Edition Right for You? 34

35 | Building the Effective Enterprise ■Built-in report writer ■Configurable query builder ■Limited graphing functions ■Instantaneous view of current position Reporting Framework Is Enterprise Edition Right for You? 35

36 | Building the Effective Enterprise ■Configurable based on browses ■Graphical representation of data ■Drill-down / through to source transactional data ■Instantaneous view of current position ■Historical perspectives Operational Metrics Is Enterprise Edition Right for You? 36

37 | Building the Effective Enterprise 37 Mobile GRS Approval Is Enterprise Edition Right for You?

38 | Building the Effective Enterprise 38 Mobile Browses Is Enterprise Edition Right for You?

39 | Building the Effective Enterprise ■E.g.: XLS for maintenance of COA, customers, suppliers, budgets ■E.g.: XLS for transaction entry of journal entries ■E.g.: XML for automated upload of exchange rates XLS and XML Import / Export Is Enterprise Edition Right for You? Bi-directional Excel Integration 39

40 | Building the Effective Enterprise 40 Workflow Alerts Is Enterprise Edition Right for You? ■Enables real-time monitoring of QAD Enterprise Applications ■Increases responsiveness to important business events ■Allows you to define events important to your business ■Manage the business by exception

41 | Building the Effective Enterprise 41 Summary Is Enterprise Edition Right for You?

42 | Building the Effective Enterprise 42 ■ Understand business needs ■ Measure key metrics ■ Identify improvements ■ Devise plan ■ Execute using QAD Enterprise Edition Summary Is Enterprise Edition Right for You?

43 | Building the Effective Enterprise 43 ■Romeo Sequeira: rxs@qad.com Questions & Answers Is Enterprise Edition Right for You?

44 | Building the Effective Enterprise www.qad.com ©QAD Inc. 2013 44


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