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Building Blocks for the Effective Enterprise MWUG Fall 2013 Pam Lopker President and Founder
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2013.1 2
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Financials Service & Support I19 Analytics Demand & Supply Chain Planning Customer Management EDI Quality FieldServices TMS Manufacturing Supply Chain Execution BPM EAM Complete Suite 3
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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 2013 4
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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
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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 2013 6
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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
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Enterprise Financials Collections UI Versions Reports Browses Collections Ops Metrics i19 Artifacts Bank Drivers UI Versions Business Functionality BPM Flows Agility Enterprise Financials 8
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Truly Global 9
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10 I19 Primary Country Status – 47 Countries
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0???00101101?011111000100101010101000101??1001111101001010111 1111110110?????11101010110????1110101000??0010101101?01111100 0100101010101000101??10011111010010101111111110110?????101010 1011100101010?0???0101101?011111000100101010101000101??100111 11010010101111111110110?????1010101011100101010?0???00101101? 011111000100101010101000101??10011111010010101111111110110??? ??1010101011100101010?0???00101101?01111100010010101010100010 1??10011111010010101111111110110?????1010101011100101010?0??? 00101101?011111000100101010101000101??10011111010010101111111 110110?????1010101011100101010?0???00101101?01111100010010101 0101000101??10011111010010101111111110110?????101010101110010 1010?0???00101101?011111000100101010101000101??10011111010010 101111111110110?????1010101011100101010?0???0101101?011111000 100101010101000101??10011111010010101111111110110?????1010101 011100101010?0???0101101?011111000100101010101000101??1001111 1010010101111111110110?????1010101011100101010?0???00101101?0 11111000100101010101000101??10011111010010101111111110110???? 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Information, not Data 11
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Customer Service Manager 12 Role-based Dashboards
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AR Clerk Role-based Dashboards 13
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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
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Customer Service Collection Role Based Collections 15
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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
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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
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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
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Exciting Functionality 19
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ProcessTransportGrowSellWarehouseConsume -Serialization - Track & Trace Early Adaptor 21 QAD Serialization, Track & Trace
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A Unique Identification Number What is Item Serialization? QAD Serialization, Track & Trace
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Packaged Inventory using a unique ID What is License Plate Inventory? 23 QAD Serialization, Track & Trace
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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
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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
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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
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27 Powerful Promotion Planning Automated Claims Processing Efficient Deduction Resolution Tight Integration with Financials Robust Reporting/Analytical Tools Trade Promotion Management Early Adaptor
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Powerful Promotion Planning Trade Promotion Management
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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
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QAD Web Warranty Claims Management JD 30 Web, e-mail, fax, other Validate Approve / Reject Buy/Sell Material Transfer RMA Workflow Credit Memo A/P Corrective Action Vendor recovery, collaborative quality & cost management
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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”
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ExcitingEasyBetter 32
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