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Is Enterprise Edition Right for You? Is Enterprise Edition Right for You?

Is Enterprise Edition Right for You? - PowerPoint Presentation

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Is Enterprise Edition Right for You? - PPT Presentation

Romeo Sequeira Consulting Director QAD Inc 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 capabil ID: 703976

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Slide1

Is Enterprise Edition Right for You?

Romeo

Sequeira

– Consulting Director, QAD Inc.Slide2

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

Is Enterprise Edition Right for You?Slide3

3

Why upgrade?

Core application

Controls and complianceUser interfaceSummaryQuestions

Agenda

Is Enterprise Edition Right for You?Slide4

Why Upgrade

Is Enterprise Edition Right for You?Slide5

5

Proactive Application Management

Is Enterprise Edition Right for You?

5

Practical Competitive

Optimum

Status Quo

Regular Applications Value Reviews

Periodic

Application

Refresh

Competitive

Opportunity

Time

Competitive

Erosion

Go Live

By harnessing the power of new technology, you can achieve competitive advantage

CompetitivenessSlide6

Drivers for Upgrade

Is Enterprise Edition Right for You?Slide7

7

Take advantage of new functionality

Reduce customizations

Reduce operational costsRespond to globalization and consolidation needsIncrease user productivity Ensure complianceOptimize application and system performance

Drive lean principles throughout the organization

Benefits of Upgrade

Is Enterprise Edition Right for You?Slide8

Value of Upgrading

Is Enterprise Edition Right for You?

8

8

Age of QAD Application Versions

20

0

`

Min

Max

User Effectiveness & Satisfaction

Operational Effectiveness & Efficiency

System Risk

IT Total Cost of Ownership

Leaders

Laggards

FollowersSlide9

9

Key Performance Indicators

Is Enterprise Edition Right for You?Slide10

10

Customer service

Supplier performance

Manufacturing efficiencyManufacturing scheduleInformation technology (IT) effectiveness

Improve Enterprise Efficiency

Is Enterprise Edition Right for You?

Supply chain effectiveness

Inventory effectiveness

Financial compliance

Industry compliance

Asset utilizationSlide11

Core Application

Is Enterprise Edition Right for You?Slide12

12

Shared sets

Dual base currency

Accounting layersMultiple charts of accounts (COA)GL transactions drill-down capabilitySupplementary analysis fields (SAF)

Financials

Is Enterprise Edition Right for You?Slide13

Periodic revaluation of item costs Generation of GL transactions

Option to reopen PC sub ledger

Options to make cost corrections

Indirect costs & expenses directly attributableCalculate/capture labor and burden costsMultiple currenciesPeriodic cost reporting for cost analysis & legal documentsFully integrated

With all inventory and shop floor transactions

Periodic Costing Solution

Is Enterprise Edition Right for You?

13Slide14

14

Item replacement, up-sell, cross-sell

Memo type defaulting

Shippers and inventory movementCorrection invoicesInventory

Is Enterprise Edition Right for You?Slide15

15

Warehouse management

Schedule and manage labor efficiently

Assign and prioritize tasks and locationsAdvanced picking logicPick orders individually or in a bulk / wave pick

Pick multiple orders at the same time

Advanced receipt

Automatically generate pallet numbers

Start a put-away process as soon as stock is received

Warehousing

Is Enterprise Edition Right for You?Slide16

16

Customer service management center

Retroactive billing /

Retrobilling Configurator improvements

Customer Management ReportsShipper Validation for EDI

Customer Service

Is Enterprise Edition Right for You?Slide17

17

Service and support role-based centers

Contract admin center

Warranty admin center

Service/Support

Is Enterprise Edition Right for You?

QAD Enterprise Applications

QAD Service & Support Management

Sales Order

Shipment

Forecast

Product

Manufactured

Installed

Base

Warranty

Service Parts

Forecast

ServiceContractsService CallParts & LaborInvoicingPlanningSales Order

Reports

Installed base hierarchy

Depot Repair

Web warrantySlide18

18

Release management

Required ship schedule netting logic

Scheduling customer shipmentsSubcontract shipping visibility & productivity solutionsSupplier scheduling enhancements & activity controls

Enterprise material transferAutomates the supply chain

Cross-domain Inventory browse

Supplier default for SBU site and check

Supply Chain

Is Enterprise Edition Right for You?Slide19

Business NeedFor accounting purposes, need to update product lines and product line accounts for items, so

Solution

Ability to copy product lines and detailed product line accounts to create new ones

Ability to replace product lines wherever they are referenced in the systemThe system automatically updates open orders and creates adjustment transactions

Product Line Realignment

Is Enterprise Edition Right for You?

19Slide20

Business needIn a multi-site environment, there is a limited ability to specify default values for fields that are unique to an item and location, such as location or memo type

Solution

Ability to specify additional site-specific defaults such as stocking and inspection locations, shelf-life, and memo type

Site-Specific Item Data

Is Enterprise Edition Right for You?

20Slide21

21

Planning and scheduling workbenches

KanBan

workbenchesSerialization, serial and lot trace, quality, attributes Product change control enhancementsObsolete inventory

Manufacturing

Is Enterprise Edition Right for You?Slide22

Controls and Compliance

Is Enterprise Edition Right for You?Slide23

Improve internal controls:Segregation of duties and access control

User update restrictions

Customer/supplier transaction blocking

Credit management controlsDebit/credit separation in sub ledgersAudit trails / e-signaturesSeveral

built-in provisions for easier complianceAccounting periods control, closing procedures including consistency checks

Accounting layers

System controls

Internal Controls / Compliance

Is Enterprise Edition Right for You?

23Slide24

Define roles and their permissionsAssign roles to employees

Users can have

different

roles in different domainsUser interface changes

can be role specific

Role Based Security

Is Enterprise Edition Right for You?

24Slide25

Some employees need to be able to

find

and view detailed information about orders or records, without being given the capability to add or modify those orders or records

New functions are provided to allow people to browse and view data for a CustomerSupplierPurchase orderSales order

RMAWork order

Record Viewers

Is Enterprise Edition Right for You?

25Slide26

ObjectiveLimit the duties of individuals to certain areas of responsibility

Minimize the ability of any individual to misappropriate company property – without collusion between individuals

Specify roles that are conflicting from a segregation

of duties perspectiveIdentify users that have any access rights that are

part of conflicting roles

Segregation of Duties

Is Enterprise Edition Right for You?

Conflicts

Role A

Access right

Access right

….

Role B

Access right

Access right

….

User

26Slide27

Restricts the use of selected QAD functions to data related to specific items, sites and locationsApplied in functions that do:

Inventory receipts

Inventory shipments

Inventory transfersExamples:A user is restricted from performing a sales order shipment for item “XYZ”A user is restricted from performing a transfer from location “Quarantine”

User Update Restrictions

Is Enterprise Edition Right for You?

27Slide28

Provides the capability to restrict certain transactions for

selected suppliers and customers

For example:

Disable transactions for suppliers or customers that have become inactiveDisable transactions for customers that have credit problems

Disable transactions for suppliers that have quality problems

Customer/Supplier Transaction Blocking

Is Enterprise Edition Right for You?

28Slide29

29

Unicode support

Store combinations of characters that traditionally required separate code pages

One database – multiple languagesInternationalizationLocalization bolt-

on’s replaced by core package capability for international regulatory needs

Internationalization

Is Enterprise Edition Right for You?Slide30

30

Explicitly visualize & control

your

business processes across

traditional boundariesFacilitate

collaboration

within the

organization

Provides a

wealth

of vital

performance information

previously hidden

QAD BPM

Is Enterprise Edition Right for You?

BPMS ApplicationSlide31

User Interface

Is Enterprise Edition Right for You?Slide32

32

Screen configuration

Collections, reporting framework reports

Operational metricsMobile browses and GRS approvalExcel integrationWorkflow alerts

User Interface

Is Enterprise Edition Right for You?Slide33

Add,

move

and

delete fieldsChange columns, sorting and layout for user, role or systemComplete Configurability of Screens

Is Enterprise Edition Right for You?

33Slide34

Consolidate various transaction information and display in a single

view

Develop drill-down / through data

paths“Connect” to foreign dataLimited graphical representation of data

Instantaneous view of current position

Browses and Collections

Is Enterprise Edition Right for You?

34Slide35

Built-in report writerConfigurable query

builder

Limited graphing

functionsInstantaneous view of current position

Reporting Framework

Is Enterprise Edition Right for You?

35Slide36

Configurable based on

browses

Graphical representation

of data

Drill-down / through to

source transactional data

Instantaneous view of

current position

Historical perspectives

Operational Metrics

Is Enterprise Edition Right for You?

36Slide37

37

Mobile GRS Approval

Is Enterprise Edition Right for You?Slide38

38

Mobile Browses

Is Enterprise Edition Right for You?Slide39

E.g.: XLS for maintenance of COA, customers, suppliers, budgetsE.g.: XLS for transaction entry of journal entries

E.g.: XML for automated upload of exchange rates

XLS and XML Import / Export

Is Enterprise Edition Right for You?

Bi-directional Excel Integration

39Slide40

40

Workflow Alerts

Is Enterprise Edition Right for You?

Enables real-time monitoring of QAD Enterprise Applications

Increases responsiveness to important business events

Allows you to define events important to your business

Manage the business by exception

QAD Workflow &

Alert Server

QAD

.Net

UI Inbox

SMTP

email

QAD

Enterprise

Applications

QAD QXtend

Security Slide41

41

Summary

Is Enterprise Edition Right for You?Slide42

42

Understand business needs

Measure key metrics

Identify improvements Devise plan Execute using QAD Enterprise Edition

Summary

Is Enterprise Edition Right for You?Slide43

43

Romeo

Sequeira

: rxs@qad.com

Questions & Answers

Is Enterprise Edition Right for You?Slide44

www.qad.com

©QAD Inc. 2013

44