1. | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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 QAD Trade Promotion Management

3. | Building the Effective Enterprise 3 ■Session overview ■Benefits of Trade Promotion Management ■Current development status ■Future plans ■Summary ■Questions Presentation Agenda QAD Trade Promotion Management

4. | Building the Effective Enterprise 4 Trade spend averages 20% of gross sales for most companies, yet many users do not have a formal solution in place for this area. Trade Promotion Is a Neglected Area QAD Trade Promotion Management

5. | Building the Effective Enterprise 5 ■Finance  Profitability including trade spend  Deduction validation and monitoring  Efficient claims process  Accrual automation and detail ■IT  Single global solution  Fewer interfaces/less maintenance  Smooth process flow Stakeholders QAD Trade Promotion Management

6. | Building the Effective Enterprise 6 ■Sales/marketing  Budget versus actuals  Deal planning  Ease of promotion creation  Central place to set-up promotions  Smooth claims process  Deal visibility and effectiveness Stakeholders QAD Trade Promotion Management

7. | Building the Effective Enterprise 7 ■This session outlines the power behind QAD Trade Promotion Management on EE ■QAD’s Trade Promotion Management solution helps build the Effective Enterprise by:  Enabling the definition of complex promotional deals  Increasing visibility of discounts earned  Validating monies owed vs assumed  Enabling & promoting greater processing efficiencies Session Overview QAD Trade Promotion Management

8. | Building the Effective Enterprise Benefits of QAD Trade Promotion Management QAD Trade Promotion Management

9. | Building the Effective Enterprise 9 ■Common Questions/concerns:  How do I maintain all these deals?  Lengthy deduction resolution time  Hard to handle so many transactions  Accruals difficult to explain to auditors  Where do things stand right now?  Why should I upgrade from TrM to Trade Promotion Management? Benefits of Trade Promotion Management QAD Trade Promotion Management

10. | Building the Effective Enterprise 10 ■Immediate discount – discount during sales order entry given at line/order level ■Deferred discount – future discount based on sales activity ■Bonus goods – free or discounted goods based upon previous order lines ■Allocated funds – fixed monies with defined schedule independent of sales activity Benefits of Trade Promotion Management – Promotional Deals QAD Trade Promotion Management

11. | Building the Effective Enterprise 11 Benefits of Trade Promotion Management – Deduction Resolution QAD Trade Promotion Management “Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract”

12. | Building the Effective Enterprise 12 Benefits of Trade Promotion Management – Automation QAD Trade Promotion Management “Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract”

13. | Building the Effective Enterprise 13 Benefits of Trade Promotion Management – Accruals QAD Trade Promotion Management “Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract”

14. | Building the Effective Enterprise 14 Benefits of Trade Promotion Management – Visibility QAD Trade Promotion Management “Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract”

15. | Building the Effective Enterprise 15 Benefits of Trade Promotion Management – Visibility QAD Trade Promotion Management “Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract”

16. | Building the Effective Enterprise 16 Benefits of Trade Promotion Management – Upgrade from TrM QAD Trade Promotion Management ■New user interface provides efficient access to all data ■Ease of maintenance ■No longer a bolt-on feel ■Focus on earned discount visibility ■Utilizes latest QRA architecture for easier upgrades and future customization ■Built-in APIs for integration to other products

17. | Building the Effective Enterprise Product Status Trade Promotion Management

18. | Building the Effective Enterprise ■Phase one (direct sales) looking for early adopters now ■Phase two (indirect sales) development underway ■Working with multiple early adopters and identifying other potential customers Product Status QAD Trade Promotion Management “Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract” You cannot give any time frames, including early adopter available now

19. | Building the Effective Enterprise Direct Sales - Phase 1 Indirect/Buying Groups Indirect customers Buying groups Contracts Pricing Sales trace Chargeback Admin fee Reports Browses/collections Excel integration Accrual calculation Claim entry Claim generation Claim review Promotion activity Bonus goods Order-level discounts Earned discounts Sub-ledger Analysis codes Attributes Accounting/budget Deal profiles Promotion maintenance Immediate discounts Deferred discounts Allocated funds Deduction entry Deduction review Operational metrics Product Status QAD Trade Promotion Management

20. | Building the Effective Enterprise QAD’s Vision For The Future QAD Trade Promotion Management

21. | Building the Effective Enterprise ■Configured items ■Overlapping deals ■Aggregate deals ■Retroactive deals ■Promotion effectiveness ■Workflow/approvals ■Business intelligence ■Additional KPIs ■Item level claims ■Promotion planning ■Demand management Development – Potential Roadmap QAD Trade Promotion Management

22. | Building the Effective Enterprise 22 Summary QAD Trade Promotion Management

23. | Building the Effective Enterprise 23 ■Three Main Benefits ■Ease of maintenance ■Visibility into deal results and status ■Seamless integration to EE Financials Summary QAD Trade Promotion Management

24. | Building the Effective Enterprise 24 ■Direct sales phase complete, indirect sales phase underway ■Actively seeking customers to involve in the development process ■Become part of the future of Trade Promotion Management Summary - Status QAD Trade Promotion Management

25. | Building the Effective Enterprise 25 ■Interest? Follow-up after session ■Promotion planning discussion, Thursday 11am-12 conf room #12 (registration req’d) ■Watch the replay of these related sessions:  Power of Business Process management  Transform Your Customer Service Experience with QAD Customer Management  Explore the Proven Power of QAD Enterprise Financials ■Schedule a TPM demonstration via your account manager Next Steps QAD Trade Promotion Management

26. | Building the Effective Enterprise ■Must be on, upgrading to or installing QAD Enterprise Edition in near-term ■Must be running English language ■Review session with Trade Promotion Management team to determine right fit ■Availability to work with R&D on a schedule Early Adopter Program - Candidates QAD Trade Promotion Management “Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract”

27. | Building the Effective Enterprise 27 ■Rob DiMeola, Pr. Business Analyst rvd@qad.com rvd@qad.com ■Jean Miller, Sr. Product Architect jpm@qad.com jpm@qad.com Questions & Answers QAD Trade Promotion Management

28. | Building the Effective Enterprise www.qad.com ©QAD Inc. 2013 QAD Trade Promotion Management 28