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: 529513
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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
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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
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Proactive Application Management
Is Enterprise Edition Right for You?
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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
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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?
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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
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Key Performance Indicators
Is Enterprise Edition Right for You?Slide10
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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
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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?
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Item replacement, up-sell, cross-sell
Memo type defaulting
Shippers and inventory movementCorrection invoicesInventory
Is Enterprise Edition Right for You?Slide15
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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
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Customer service management center
Retroactive billing /
Retrobilling Configurator improvements
Customer Management ReportsShipper Validation for EDI
Customer Service
Is Enterprise Edition Right for You?Slide17
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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
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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?
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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?
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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?
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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?
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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?
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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
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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?
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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?
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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
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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
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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?
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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?
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Built-in report writerConfigurable query
builder
Limited graphing
functionsInstantaneous view of current position
Reporting Framework
Is Enterprise Edition Right for You?
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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?
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Mobile GRS Approval
Is Enterprise Edition Right for You?Slide38
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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
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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
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Summary
Is Enterprise Edition Right for You?Slide42
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Understand business needs
Measure key metrics
Identify improvements Devise plan Execute using QAD Enterprise Edition
Summary
Is Enterprise Edition Right for You?Slide43
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Romeo
Sequeira
: rxs@qad.com
Questions & Answers
Is Enterprise Edition Right for You?Slide44
www.qad.com
©QAD Inc. 2013
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