Tony J Winter Chief Technology Officer QAD September 2017 The E ffective Enterprise 2 This presentation includes forwardlooking statements about QAD and its business These statements are subject to risks and uncertainties that may cause actual results and events to differ materially ID: 656682
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Slide1
Surviving accelerated change in technology
Tony J Winter, Chief Technology Officer @ QADSeptember 2017
The Effective EnterpriseSlide2
2
This presentation includes forward-looking statements about QAD and its business. These statements are subject to risks and uncertainties that may cause actual results and events to differ materially. These risks and uncertainties are detailed in QAD’s SEC filings, including the company's latest Annual Report on Form 10-K dated April 7, 2017 and in particular the section titled “Risk Factors” therein and other periodic reports the company files with the Securities and Exchange Commission thereafter.
This presentation contains certain references to financial measures that have been adjusted to exclude certain expenses and other specified items. These financial measures differ from comparable measures calculated and presented in accordance with accounting principles generally accepted in the United States of America (“GAAP”) in that they exclude unusual or non-recurring charges, losses, credits or gains. This presentation identifies the specific items excluded from the comparable GAAP financial measure in the calculation of each non-GAAP financial measure. Management believes that financial presentations excluding the impact of these items provide useful supplemental information that is important to a proper understanding of the Company’s business results by investors. These presentations should not be viewed as a substitute for results determined in accordance with GAAP, nor are they necessarily comparable to non-GAAP financial measures presented by other companies.
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.
QAD undertakes no obligation to update forward-looking statements.
Safe Harbor
QAD Technology VisionSlide3
3
Why Care About Technology?
QAD Technology Vision
Consumer influence
Growing up with change
New competitorsSlide4
4
Manufacturers’ Attention & Focus
QAD Technology Vision
Industry
Transformation
Smart
Manufacturing
Geopolitical
Events
Global
EconomySlide5
Technology Exploitation
Time
Awareness
Unimportance
Amazement
5
Why Care About Technology?
QAD Technology Vision
“How did you go bankrupt?"
Two ways. Gradually, then suddenly.”
[Ernest Hemingway,
The Sun Also Rises]Slide6
6
Manufacturing Technologies
QAD Technology Vision
Machine Learning
Industrial IoT
Digital Twin
Blockchain
Edge
Computing
Additive Manufacturing
Artificial Intelligence
Robots
Augmented Reality
Analytics
Automation
Integration
Cloud
Mobile
CybersecuritySlide7
Balancing
technology
and
customer value
7Slide8
8
Evaluate technology innovation
Tech trendsCompetitionIndustry / Analysts
Customer use
cases
Provide education Brainstorm internal & externalSee technology white paperTechnology Introduction @ QADQAD Technology Vision
Monitor & EvaluateSlide9
Technology Introduction @ QAD
QAD Technology Vision
9
Educate
&
IdeateInnovate
Productize
Monitor & EvaluateSlide10
Technology Status @ QAD
QAD Technology Vision
10
Educate / Ideate
Blockchain
Edge
Computing
Additive Manufacturing
Artificial Intelligence
Robots
Augmented Reality
Productize
Analytics
Automation
Integration
Cloud
Mobile
Cybersecurity
Innovate
Machine Learning
Industrial
IoT
Digital Twin
Data
LakeSlide11
11
A New Way Forward
QAD Technology Vision
Fit: Today & Tomorrow
Speed to Benefit
Lower Cost EcosystemSlide12
12
Technology & Best Practices
QAD Technology Vision
User
Experience
EnterprisePlatformBestPractice Processes
+
+
=
Rapid
Agile
EffectiveSlide13
QAD Enterprise Platform
QAD Technology Vision
13
Productize
Analytics
Automation
Integration
Cloud
Mobile
CybersecuritySlide14
14
QAD Enterprise Platform - Vision
QAD Technology Vision
DEVELOPERS
SERVICES
PARTNERS
CUSTOMERS
Exploit QAD Ecosystem
Agile Business Process
1
2
3
Exponential Change
Technology
Time
Death Cycle of ERP
Change
in the environment
Manual processes / workarounds
Growing
gap between ERP and needs
Errors / no single version of the truth / trust in system erodes
ERP selection projectSlide15
15
QAD Enterprise Platform - Features
QAD Technology Vision
Security
Personalization
Collaboration
Attachments
Browses
Web UI
& Mobile
Visual
Screen Extension
Embedded Analytics
Report
Creator
Over 100 new platform features to be delivered in Santa Rosa 2Slide16
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Demo – QAD PlatformSlide17
Technology Status @ QAD
QAD Technology Vision
17
Educate / Ideate
Blockchain
Edge
Computing
Additive Manufacturing
Artificial Intelligence
Robots
Augmented Reality
Productize
Analytics
Automation
Integration
Cloud
Mobile
Cybersecurity
Innovate
Machine Learning
Industrial
IoT
Digital Twin
Data
LakeSlide18
Technology Status @ QAD
QAD Technology Vision
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Educate / Ideate
Blockchain
Edge
Computing
Additive Manufacturing
Artificial Intelligence
Robots
Augmented Reality
Productize
Analytics
Automation
Integration
Cloud
Mobile
Cybersecurity
Innovate
Machine Learning
Industrial
IoT
Digital Twin
Data
LakeSlide19
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Technology Definitions
QAD Technology Vision
Machine Learning
Industrial
IoT
Digital Twin
Data
Lake
“A
data lake
is a storage repository that holds a
vast amount of raw data
in its native format, including structured, semi-structured, and
unstructured data
. The data structure and requirements are not defined until the data is needed
.”Slide20
20
Technology Definitions
QAD Technology Vision
Machine Learning
Industrial
IoT
Digital Twin
Data
Lake
“A
network
of dedicated
cyber-physical
systems
that contain embedded technology to
sense or interact
with their internal state or the external environment. Can be
internal or external
to an enterprise.”Slide21
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Technology Definitions
QAD Technology Vision
Machine Learning
Industrial
IoT
Digital Twin
Data
Lake
“A
digital twin
is a dynamic digital representation of an
industrial asset
, that enables companies to better
understand and predict
the performance of their machines and find
new revenue streams
, and change the way their
business operates
.”
[
Source GE]Slide22
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Technology Definitions
QAD Technology Vision
Machine Learning
Industrial
IoT
Digital Twin
Data
Lake
“
Machine learning
is a type of
artificial intelligence
(AI) that allows software applications to become more
accurate in predicting
outcomes
without
being explicitly
programmed
.”Slide23
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Two
auto manufacturing companiesBoth had a problems in their products causing life threatening failures
Both require a
safety recall
and risk bankruptcyHow QAD products saved QMI IncBringing it all together: A future scenarioQAD Technology VisionSlide24
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QMI Inc
QAD Technology Vision
Machine Learning
Industrial
IoT
Digital Twin
Data
LakeSlide25
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QMI Inc
QAD Technology Vision
Machine Learning
Industrial
IoT
Digital Twin
Data
LakeSlide26
26
QMI Inc
QAD Technology Vision
Machine Learning
Industrial
IoT
Digital Twin
Data
LakeSlide27
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QMI Inc
QAD Technology Vision
75%
Mobile
Machine Learning
Industrial
IoT
Digital Twin
Data
Lake
Edge
ComputingSlide28
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QMI Inc
QAD Technology Vision
75%
Mobile
Machine Learning
Industrial
IoT
Digital Twin
Data
Lake
Edge
ComputingSlide29
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QMI Inc
QAD Technology Vision
75%
Mobile
Machine Learning
Industrial
IoT
Digital Twin
Data
Lake
Edge
ComputingSlide30
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QMI Inc
QAD Technology Vision
75%
Mobile
Machine Learning
Industrial
IoT
Digital Twin
Data
Lake
Edge
ComputingSlide31
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Technology Plans
QAD Technology Vision
Machine Learning
Industrial
IoT
Digital Twin
Data
Lake
Data Lake
Strategy
Core to QAD
and required for many future capabilities
Embedded
data lake for customer use and evolve use-cases over time (become center of the universe)
Integrate
to a customers existing data lake (play friendly with others)
Support
high scalability and performanceSlide32
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Technology Plans
QAD Technology Vision
Machine Learning
Industrial
IoT
Digital Twin
Data
Lake
Industrial IoT
Strategy
Use
Automation Solutions
(AS) to support ad-hoc
IoT
integration
Focus on capturing data, including IoT data,
within the enterprise
(i.e. shop floor)
Monitor
external to the enterprise
IoT
use-cases to identify partner or integration opportunitiesSlide33
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Technology Plans
QAD Technology Vision
Machine Learning
Industrial
IoT
Digital Twin
Data
Lake
Digital Twin
Strategy
Core to QAD’s data strategy
Leverage
data lake as a hub
for storing unstructured information related to a product (unique asset ID)
Export
asset specific data from ERP, EAM, AS and other sources
Provide
ad-hoc visualizations
of asset data
Manage
serialized
items at scale Slide34
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Technology Plans
QAD Technology Vision
Machine Learning
Industrial
IoT
Digital Twin
Data
Lake
Machine Learning
Strategy
Monitor
industry
-
technology is
key
to QAD’s future
effectiveness
(
was
very big in 2017
)
Work with
partners
and
technology providers
in technology space
Educate
workforce
Provide
embedded
solution for
product useSlide35
Technology Status @ QAD
QAD Technology Vision
35
Educate / Ideate
Blockchain
Edge
Computing
Additive Manufacturing
Artificial Intelligence
Robots
Augmented Reality
Productize
Analytics
Automation
Integration
Cloud
Mobile
Cybersecurity
Innovate
Machine Learning
Industrial
IoT
Digital Twin
Data
LakeSlide36
Technology Status @ QAD
QAD Technology Vision
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Educate / Ideate
Blockchain
Edge
Computing
Additive Manufacturing
Artificial Intelligence
Robots
Augmented Reality
Productize
Analytics
Automation
Integration
Cloud
Mobile
Cybersecurity
Innovate
Machine Learning
Industrial
IoT
Digital Twin
Data
LakeSlide37
Augmented Reality
Blockchain
37
Technology Definitions
QAD Technology Vision
Additive Manufacturing
“
A
shared, distributed
, ledger that stores a registry of
assets and transactions
that can be updated, peer-to-peer,
without
the need for a
centralized authority
to record and validate the
transaction”Slide38
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Blockchain: What problems does it solve?
QAD Technology Vision
Eliminate single point of
trust
(middle-man)Reduce: costs and inefficiencies Improve security and authenticityAutomate
the exchange of value
Organization 1
Trusted Authority
Organization 2
Augmented Reality
Blockchain
Additive ManufacturingSlide39
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Blockchain: What problems does it solve?
QAD Technology Vision
Eliminate single point of
trust
(middle-man)Reduce: costs and inefficiencies Improve security and authenticityAutomate the exchange of value
Organization 1
Organization 2
Blockchain
Augmented Reality
Blockchain
Additive ManufacturingSlide40
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QAD Technology Vision
Technology Plans
Blockchain
Strategy
Monitor
industry & technology (
likely
big for 2018
)
Identify
vertical blockchain
communities
/ possible
partners
/
integration
Consider
QAD leading
a community or product opportunities for leadership (Supply Chain / Auto / EDI / Finance)
Augmented Reality
Blockchain
Additive ManufacturingSlide41
Augmented Reality
Blockchain
41
Technology Definitions
QAD Technology Vision
Additive Manufacturing
“
Augmented reality is the integration of
digital information
with the
user's environment
in
real time
. Unlike virtual reality, which creates a totally artificial environment, augmented reality uses the
existing environment
and
overlays new information
on top of it
.”Slide42
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Augmented Reality: What problems does it solve?
QAD Technology Vision
Overlay
information on real world objectsNavigate a system hands freeProvide real-time context aware guides and work-instructions
Augmented Reality
Blockchain
Additive ManufacturingSlide43
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QAD Technology Vision
Technology Plans
Augmented Reality
Strategy
Monitor
industry & technology
Could
be big if
AppleAR
takes off (i.e. similar to the iPhone introduction)
Be prepared to
move fast
in providing entry level product support
Augmented Reality
Blockchain
Additive ManufacturingSlide44
Augmented Reality
Blockchain
44
Technology Definitions
QAD Technology Vision
Additive Manufacturing
“
Additive manufacturing is the action or process of
making
a
physical object
from a
three-dimensional digital model
. Between the terms additive manufacturing
and
3D printing, there is no difference. They are both synonyms for the same process
.”Slide45
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Additive Manufacturing: What problems does it solve?
QAD Technology Vision
Eliminate
excess inventory
/ obsolescence by responding to actual demandReduce lead times by simplifying / collapse supply chainProduce object that cannot be manufactured using any other method (reduce materials)
Augmented Reality
Blockchain
Additive ManufacturingSlide46
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QAD Technology Vision
Technology Plans
Additive Manufacturing
Strategy
Monitor
industry & technology
Watch potential
impact in supply chain
, manufacturing processes and quality control
Slowly evolving but will change as costs drop
Augmented Reality
Blockchain
Additive ManufacturingSlide47
Technology @ QAD
QAD Technology Vision
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Educate / Ideate
Blockchain
Edge
Computing
Additive Manufacturing
Artificial Intelligence
Robots
Augmented Reality
Productize
Analytics
Automation
Integration
Cloud
Mobile
Cybersecurity
Innovate
Machine Learning
Industrial
IoT
Digital Twin
Data
LakeSlide48
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QAD Enterprise Platform
QAD Technology Vision
Partner with
us on the
Effective Enterprise JourneySlide49
www.qad.com
© QAD Inc
QAD Technology Vision
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