VicePresident of RampD Financials QAD QAD Explore 2012 2 The following is intended to outline QADs 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 c ID: 726357
Download Presentation The PPT/PDF document "Migrating From SE to EE René Bergkamp" is the property of its rightful owner. Permission is granted to download and print the materials on this web site for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.
Slide1
Migrating From SE to EE
René Bergkamp Vice-President of R&D, Financials - QAD
QAD Explore 2012Slide2
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
Migrating from SE to EESlide3
3
Why upgrade?Migrate to a more Effective EnterpriseApproaches
Experience from the field
Questions
Agenda
Migrating from SE to EESlide4
4
Why Upgrade?
Migrating from SE to EESlide5
5
InternationalizationEnterprise Financials
Corporate governance
New powerful capabilities in other areas
Centralization/standardization
Clean up data/setupRemain on a supported releaseMove to On Demand
Common Upgrade Reasons
Migrating from SE to EE: Why upgrade?Slide6
6
Migrate to a More Effective Enterprise
Migrating from SE to EESlide7
7
StandardizationDealing with currenciesConsolidated financial reporting
Compliance
Limiting customizations
Introducing shared services
Managing the company IT eco systemConsiderations
Migrating from SE to EE: Migrate to a more effective enterpriseSlide8
8
Transforming from loosely coupled groups of local operating business to an effective (global) enterpriseCentralization of systems
Standardization of practices
Main areas of improvement
Effective planning, reporting and closing process
Better management/enforcement of (global) compliance Shared services
Standardization
Migrating from SE to EE: Migrate to a more effective enterpriseSlide9
9
Balancing act between ‘corporate’ desire for standardization and ‘local’ arguments of being differentGlobal first
Imposed corporate standard way of working
Local legal requirements and statutory reporting are considered as ‘after the facts’
Local first
Every entity is free to set up according to the specific local requirementsGlobal visibility is obtained afterwards by translation mechanisms
Defining the Desired Standardization
Migrating from SE to EE: Migrate to a more effective enterpriseSlide10
10
Enterprise Edition helps withShared Sets and translatable descriptions master data
Accounting layers to support multi-GAAP
Financial Report Writer
Unicode
Defining the Desired Standardization
Migrating from SE to EE: Migrate to a more effective enterpriseSlide11
11
Buying/selling/paying in different currenciesProcessing payments centrally for multiple countries
Supporting international payment formats
Supporting international payment processes
Having operating units in countries with different currencies
Consolidated, management and statutory reportingFunctional currency different from country currency
Reconciling the sub-ledgers
Dealing With Currencies
Migrating from SE to EE: Migrate to a more effective enterpriseSlide12
12
Enterprise Edition helps withProcess, pay and receive money in any currency
Downloadable drivers on QAD Store
Financial shared services
Second base currency
Report in any presentation currencyBusiness Intelligence
Dealing With Currencies
Migrating from SE to EE: Migrate to a more effective enterpriseSlide13
13
Running consolidated reporting during the monthFaster closing of books
Easier analysis and verification of figures
Tracking of intercompany relationships in order to efficiently perform eliminations
Producing Consolidated Financial Reports
Migrating from SE to EE: Migrate to a more effective enterpriseSlide14
14
Enterprise Edition helps withPeriod close marks
Multi-layer accounting
Dedicated posting segment for intercompany code
Reporting of intercompany transactions
Financial Report WriterAllocationsBusiness Intelligence
Producing Consolidated Financial Reports
Migrating from SE to EE: Migrate to a more effective enterpriseSlide15
15
Meeting local legal requirementsInternal controlsEnterprise Edition helps with
Segregation of duties
Automated checks and balances
QAD Internationalization/QAD Store
Managing (Global) Compliance
Migrating from SE to EE: Migrate to a more effective enterpriseSlide16
16
Improve efficiency byEconomies of scale / harmonized processes
Increase corporate control over business units
Increase customer / supplier visibility
Free up working capital / increase cash flow
Allow business units to focus on core activitiesEnterprise Edition helps with
Support of cross-company payment processing
Central management of customers/suppliers using shared sets
Support for intercompany transactions
Introducing Shared Services
Migrating from SE to EE: Migrate to a more effective enterpriseSlide17
17
Less customization means easy upgrades and less riskEnterprise Edition helps with
Configuration options
Browses and Browse collections
Design mode/simplified screens
Report Framework modified reportsNew functionality in complete suiteNon-intrusive customization options
Limiting Customizations
Migrating from SE to EE: Migrate to a more effective enterpriseSlide18
18
QAD Enterprise Applications is not the only solution in your companyNeed to easily integrate with other solutions
Enterprise Edition helps with
Support for Web services/XML
QXtend
QAD Store: connectors
Managing the Company IT Eco System
Migrating from SE to EE: Migrate to a more effective enterpriseSlide19
19
Upgrade Approaches
Migrating from SE to EESlide20
20
Questions
to
Ask
Migrating from SE to EE: Upgrade approachesSlide21
21
Technical migration (1:1 conversion)Reload master data in new database
Re-implementation
Mix-mode:
Technical migration
Financial implementationOptional change/split of domains
Types of Migration
Migrating from SE to EE: Upgrade approachesSlide22
Experience From
the Field
Migrating from SE to EE
22Slide23
23
CharacteristicsData setup still fits the needs
Historical data important to keep
Solution
Technical migration
BenefitsShort lead timeLow cost
Raypak
Migrating from SE to EE: Experience from the fieldSlide24
24
Technical Migration
Migrating from SE to EE: Experience from the field
New DB
Converted
data
Old DBSlide25
25
CharacteristicsChange and clean up of data
Historical data in new database is not required
Solution
Reload
BenefitsNew clean data setupBetter use of new functionality
Allows for optimizing future efficiency
Royal Sanders
Migrating from SE to EE: Experience from the fieldSlide26
26
Reload
Migrating from SE to EE: Experience from the field
New DB
Shared
s
ets
Old DB
Data entry
Domain
1
Overall
master dataSlide27
27
CharacteristicsBusiness concept and processes changed
Master data setup changed
Historical data in new database is not required
Desire for new functionality
Standardization is a driverSolutionRe-implementation & re-load
Benefits
New business model in place
New standardized data setup
Optimized use of functionality
Beaphar
Migrating from SE to EE: Experience from the fieldSlide28
28
Re-Implementation & Re-load
Migrating from SE to EE: Experience from the field
Domain
1
New DB
Shared
s
ets
Overall
master data
Data load
Domain
2
Domain
3
Old DBSlide29
29
HSV
Migrating from SE to EE: Experience from the field
Characteristics
Operational data setup still fits the needs
Historical data important to keep
Financial Setup change to benefit of new EF
Move some sites/entities into separate domains
Some services is required to establish this mix
Solution
Mixed-Mode
Operational part converted using standard conversion procedures
Financial opening balance
Benefits
Historical data kept in new database
New financial setup and functionality
Shorter lead-time than with re-implementationSlide30
30
Mixed Mode
Migrating from SE to EE: Experience from the field
New DB
Shared
Sets
converted
data
Old DB
Chart of
Accounts
Balances
New
financials
New
financialsSlide31
31
Impact on Your Business
Re-
Implement
Mix-Mode
Re-Load
Flexibility
Duration
Technical
Migration
Migrating from SE to EE: Experience from the fieldSlide32
Tools and Tips
Migrating from SE to EE
32Slide33
QXtend
Excelerator for Data Load
Excel based tool
User functions for query and update of data
Grid view of data in the worksheets
Review any error
Migrating from SE to EE:
Tools and tips
33Slide34
34
Process Maps
Migrating from SE to EE: Tools and tips
CustomerSlide35
35
Process Maps
Operational Metrics
Compliance
check
points
Training
Tooltips
Migrating from SE to EE: Tools and tipsSlide36
36
Browse collections instead of:Modified or umbrella screensSimplified screens/design mode with:
Fewer and controlled fields
Browse instead of queries
Potential replacement with enhancements/new modules in new versions
Reduce Customizations
Migrating from SE to EE: Tools and tipsSlide37
37
Report Framework/Crystal Reports:Modify layout of standard reports and external documents
Report Framework
Migrating from SE to EE: Tools and tipsSlide38
38
Easy On Boarding
Migrating from SE to EE: Tools and tipsSlide39
39
Why upgrade?Migrate to a more Effective EnterpriseApproaches
Experience from the field
Summary
Migrating from SE to EESlide40
40
Attend these related sessions:Training QAD Enterprise Financials at Explore (Thursday afternoon and Friday morning)
Stop by the Solutions Expo
Q-Scan
Next Steps
Migrating from SE to EE
Q-Scan
Scope
plan
&
budget
benefits
case
QAD 2012Slide41
41
René Bergkamp
Vice-President of R&D, Financials - QAD
rbe@qad.com
Questions & Answers
Migrating from SE to EESlide42
www.qad.com
© QAD Inc 2012
Migrating from SE to EE
42