Easy On Boarding Overview
QAD Enterprise Application Standard Edition
Dennis Barrett
Etienne Ouvry
What is Easy On-Boarding?
It is a fast and affordable way for customers to
implement QAD Enterprise Applications using:
Industry-specific solutions
Built in Best Practices
Pre-defined project scope
Predictable costs
Short implementation times
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Easy On-Boarding - Objective
 Accelerated implementation of a standard solution
 Quick time to benefit
 Minimum effort delivery/cost possible
 Minimum functionality practical
 Implementation of QAD predefined processes and
configuration for a vertical
 Fixed fee
 Clearly defined Scope/Approach/Responsibilities
 Applicable to properly qualified opportunities
 Can be positioned as a complete implementation or
starting point for more complex implementation
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EOB Approach vs. Standard Approach
EOB Approach
Standard Approach
Utilizes standard industry process
models
Utilizes customer-defined process
model
Predefined configuration data
Customer specific data and
configuration
Reduced decision-making time
Additional time for decisions
Guide client resources for basic tasks
Consultants perform basic tasks
Reduced time to benefit
Longer implementation for customized
solution
What is your Business Driver?
Basic or Custom?
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EOB Toolbox
Industry Best Practice
– Using Process Maps
All Deliverable Templates
Preconfigured Static Data
Readily Initialized Environment
– On Demand
– On Premise Option
Customer Data Load Facilitation Tools
Work Aid Templates
Acceptance testing scripts
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Team
Elaine Marshman
Carol Cvitkovich
Terry Onica
Dave Doyle
Brian Kurucz
Dante Venditti
Mike Polelle
Dennis Barrett
Etienne Ouvry
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Preconfigured Data (examples)
Chart of Accounts (but adaptable)
Generalized Codes (e.g., inventory status,
descriptions)
User roles, groups and security
Countries, currencies, taxes, credit terms
Calendars
Number ranges, rounding
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EOB – Environment Initialization
Initialize System with Predefined Static Data
– non-transactional data that is required by the
system on an ongoing basis and is relatively “static”,
or does not change on a day-to-day basis
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EOB – Environment Initialization
Guided Entry of Customer
Specific Static Data
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EOB – Environment Initialization
Guided Entry of Customer
Specific Static Data
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EOB – Environment Initialization
Guided Entry of Customer
Specific Static Data
Some Pre-defined but Customer
changeable with automated
maintenance of behind the scenes
controls
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Company Specific Data (examples)
Items
Customers
Suppliers
BOMs
Routings
Open Balances
Open Transactions
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EOB – Customer Data Load Tools
Data Load Tools – Data Groups:
• Customer Data
• Supplier Data
• Item Data
• Work Orders
• Sales Orders
• Purchase Orders
• General Ledger
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EOB – Customer Data Load Tools
Date Source CSV for Customer
Data Prep
for Direct Import to QXtend
Inbound Tools
OPTIONAL Data Source
XLSX w/ Data Mapping
Definitions
OPTIONAL
EOB Templates for Import
through QXtend Inbound
Auto.
Pull
Validated
QAD EA System
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Other EOB – Knowledge Tools
Process Maps
Project Plan
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Process Workbook
Validation Scripts
Scope & Mgmt Definition
Work Aids
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Other EOB – In Scope Deliverables
5 Standard Forms with Customer Logo
– Purchase Order
– Sales Order Acknowledgement
– Invoice
– Bill of Lading
– Check
– Picklist/Packing Slip
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Other EOB – In Scope Deliverables
EDI Transactions for 2 Trading Partners
– 830/DELFOR – Inbound from customer, data
integrated into QAD system
– 862/DELJIT– Inbound from customer, data
integrated into QAD system
– 824/APERAK – Inbound from customer, data not
integrated but forwarded to printer/email for
reporting purposes
– 861/RECADV – Inbound from customer, data not
integrated but forwarded to printer/email for
reporting puposes
– 856/DESADV - ASN Outbound to customer
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Industry Process Maps
delivered with EOB
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Project Deliverables
Project Approach
Kickoff
•Project Kickoff
Meeting
•Review Plan &
Deliverables
•QAD Overview
training
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Solution
Workshops
•Review defined
processes and maps
•Review defined data,
codes and roles
•Review required
specific data
requirements
Load Data
Validation
Go Live
•Gathers and clean
client specific data
•Data loaded into
system
•Scripts Created
•Detailed Training
•System Validation
and Sign-off
•Cutover planning
•Go live weekend
•Support
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Implementation Timeline
ACTIVITY
Week 1
Week 2
Week 3
Week 4
Week 5
Week 6
Week 7
Week 8
Post-live
Planning Workshop
Revi ew methodol ogy
Hi gh l evel pkg tra i ni ng
Revi ew proces s ma ps
Data Cleansing and Migration
Da ta l oa d s heet tra i ni ng
Cus tomer cl ea ns es da ta
Cus t provi des forma tted da ta to QAD
Build Model
Bui l d envi ronment
Set control fi l es
Loa d confi gura tion da ta
Confi rm envi ronment
Fi na l i ze BSD a nd proces s model
Loa d da ta
Confi rm s cri pts
Conduct i ni tia l tes ts
Fi na l i ze documentation
Train, Test and Accept
Conduct end-us er tra i ni ng
Perform a cceptance tes ts
Devel op cutover pl a n
Execute cutover pl a n
Go Live!
Provi de pos t-i mpl ementation s upport
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Modular Approach
Auto
Process
CPG
Process
Life
Sciences
Process
Industrial
Process
Base Model
(On Demand)
Standard Extensions
EDI, Reports, Integration, Users, On Premise
Non-Standard Extensions
Additional Modules, Sites, Customizations
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Easy On Boarding Overview
THANK YOU