Driving Decisions: Single Version of the Truth

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Driving Decisions: Single Version of the Truth




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Presentations text content in Driving Decisions: Single Version of the Truth

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Driving Decisions: Single Version of the Truth

Luc Janssen – Director, Product Management, QADMike Booke – Vice President of Global IT, Capital Safety Group

QAD Business Intelligence

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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

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QAD Business IntelligenceWhat 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

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Luc Janssen – Director, Product Management, QAD

QAD Business Intelligence V3

QAD Business Intelligence

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“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

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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

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Make better decisions

Support “intentional” decision makingfrom preparationto decision making

to implementation

Manage by fact

Improve shareholder value

Why BI? BI Domain Space

QAD Business Intelligence

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The Role of Business Intelligence

QAD 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

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Strategic

Tactical

Operational

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Management by fact

Identifies key performance indicators that require attentionProvides 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

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QAD BI Data Warehouse Designer

easy to useconsolidate into a single warehouse optimized for simple, fast accessQAD & non-QAD data sources

QAD Modules

QAD ERP “aware”

Preformatted groupings of dataBased on QAD’s extensive application & vertical knowledge

ExtensibleQAD BI Collaborative Portal

Easy to use

Create & use queries, reports and dashboards

QAD BI 3

QAD Business Intelligence

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Data Sources

QAD Business Intelligence

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Data Warehouse

QAD Business Intelligence

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Data Warehouse

QAD Business Intelligence

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Data Warehouse Scheduler

QAD Business Intelligence

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Modules

QAD Business Intelligence

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QAD BI Analytical Areas

Modules

Schema Sets

Financials

General

Ledger

Accounts

Payable

Accounts Receivable

Fixed Assets

Order Management

Invoices

Bookings

Shipments

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 Service

Logistics

Marketing

Customer Master

Campaign Performance

Demand Creation

Program Effectiveness

Collateral History

QAD Extensions

Concur

HR

SalesForce

Payroll

Lotus Notes

Available in BI 3.4

Estimated available

BI 3.5

Future

Enterprise Asset Management

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Collaborative Portal

QAD Business Intelligence

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Collaborative Portal

QAD Business Intelligence

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Collaborative Portal

QAD Business Intelligence

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Access, analyze and share information to:

Understand how their business is performingImprove decision making Make & implement better decisions through:

Access to data

Broader analytics

Collaboration

In summary, BI enables companies to:

QAD Business Intelligence

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Acclarent USA

Australian Bakels Aus

Capital Safety USA

Dacor AusGolden Boy Foods Canada

JHP Pharma USAOmnia South AfricaPPG USASonic Innovations USA

U.S. Tusbaki USA

Whyte's Foods Canada 

BI 3 Current Customers

QAD Business Intelligence

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Work in iterations Focus on quick dashboards

Share with the business users

(focus on key stakeholders first)

Adjust based on feedback

Manage your customizationsAdjust the portal to your company needsLimit 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

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Mike Booke - VP of Global IT - Capital Safety Group

Capital Safety’s Global BI Implementation

QAD Business Intelligence

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Reporting current stateBI platform goals and objectivesManaging cultural change

Implementation lessons and success

Summary

Agenda

QAD Business Intelligence

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Dashboard only offers canned reportsReports 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

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Consistent global reporting platformImproved 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

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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

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Current change initiativesGlobal 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

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CSG Sales Dashboard

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QAD Business Intelligence

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Plan on regular workload preventing stakeholder participationDashboards / 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

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QAD data mappings minimized the biggest risk in BI projectsData 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 downImplementation Success

QAD Business Intelligence

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Rolled-out first region in 5 weeks compared to >18 months for SAP / Business Objects at former company

Implementation Success (cont.)

QAD Business Intelligence

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Salespeople and executive management have easy access to more information than ever beforeDaily 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

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Sales Trend Information

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QAD Business Intelligence

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Product Sales Heat-Map

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QAD Business Intelligence

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Open Quotes Grid with Drill-Down

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QAD Business Intelligence

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Manage cultural changeInclude key management stakeholders in:

Requirements,

Dashboard design, and

ImplementationUtilize user stakeholders in data validation

Summary

QAD Business Intelligence

“Technology is easy, it’s the people that are hard.”…

Mike Booke

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QAD BI Platform minimizes risk over non-QAD toolsData 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

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Rolled-out first region in 5 weeks compared to >18 months for SAP / Business Objects at former companySalespeople and management have easy access to more information than ever before

Summary (cont.)

QAD Business Intelligence

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Metrics Affected

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QAD Business Intelligence

Process

Benefit

Value

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%

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Join a customer advisory group to shape future product directionStop by the EXPO for a demoAsk your account manager to arrange a BI Q-Scan

Next Steps

QAD Business Intelligence

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Mike Booke: mbooke@capitalsafety.com

Luc Janssen:

luj@qad.com

Questions & Answers

QAD Business Intelligence

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www.qad.com

© QAD Inc

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