QAD Explore 2012
Conversion to QAD On Demand
Romeo Sequeira, Director, Consulting
Carol Cvitkovich, Director, Global Resource Model
Conversion to QAD On Demand
How Do I Get There from Here?
• Structured process
• Multiple options
• Flexible to fit your situation
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Conversion to QAD On Demand
Multiple Upgrade Options –One Phase
• Target environment achieved in one phase
• More complex project
• Shorter elapsed timeframe to achieve
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Conversion to QAD On Demand
Multiple Upgrade Options – Step Phase
• Allows for quicker initial benefit
• Breaks complex project into more
manageable phases
• Overall longer timeframe
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Conversion to QAD On Demand
Upgrade Considerations
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Source and target versions
Business drivers
Timing
Budget
Resources
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Conversion to QAD On Demand
What Makes Upgrading Easier?
• Tools
- Data conversion
- Database conversion
• Standard methodologies and processes
- SE  EE Process Maps
• Packaged conversion offerings
- 8.6 – eB2.1  QAD 2012 SE
- EE  EE
- SE  EE
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Conversion to QAD On Demand
How Does The Upgrade Process Work?
Time dependent upon size/complexity
Upgrade/deployment Q-Scan
Assessment
Implementation
Conversion
Present report
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Environment
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Proposal
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Data
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Plan
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Customizations
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Costs
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Functionality
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Timescales
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3rd party apps
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Resources
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Project
Cutover
Test/train
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Planning
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CRP
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Prepare source
data (EE)
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Acceptance test
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End user training
•
.NET UI training
•
Run pre-conversion
utilities (EE)
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Database
conversion
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Production
environment
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Database
conversion
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Execute cutover
•
Go live
Implementation options
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Interfaces
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Customizations
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Modules
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Localizations
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Conversion to QAD On Demand
Step 1 – Upgrade/Deployment Q-Scan
Q-Scan
Assessment
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Environment
Data
Customizations
Functionality
3rd party apps
Present Report
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Upgrade Options
Plan
Costs
Timescales
Resources
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Conversion to QAD On Demand
What Does the Q-Scan Cover?
Q-Scan
Assessment
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Environment
Data
Customizations
Functionality
3rd party apps
• Customer
- Drivers
- Resources
- Timing
• Technical
- Databases
- Deployment
structure
- Languages
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Conversion to QAD On Demand
What Does the Q-Scan Cover?
Q-Scan
Assessment
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Environment
Data
Customizations
Functionality
3rd party apps
• Standardization
level
• Financial structure
• Cleanliness
• Compatibility
* - For upgrades to EE only
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Conversion to QAD On Demand
What Does the Q-Scan Cover?
Q-Scan
Assessment
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Environment
Data
Customizations
Functionality
3rd party apps
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Structure
Functional areas
Functionality
Business need
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Conversion to QAD On Demand
What Does the Q-Scan Cover?
Q-Scan
Assessment
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Environment
Data
Customizations
Functionality
3rd party apps
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Modules
Localizations
Domain strategy
Improvement areas
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Conversion to QAD On Demand
What Does the Q-Scan Cover?
Q-Scan
Assessment
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Environment
Data
Customizations
Functionality
3rd party apps
• Infrastructure
• Integrations
• Technical platform
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Conversion to QAD On Demand
Q-Scan Report
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Upgrade recommendation
High level project plan
Business risk assessment
Resource plan
Project budget
Cost/benefit analysis
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Conversion to QAD On Demand
Step 2 - Conversion
Time dependent upon size/complexity
Conversion
Upgrade/Deployment Q-Scan
Assessment
Implementation
Cutover
Present Report
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Environment
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Proposal
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Data
•
Plan
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Customizations
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Costs
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Functionality
•
Timescales
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3rd Party Apps
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Resources
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Project
Test/Train
• Planning
 CRP
• Prepare source data
(EE)
 Acceptance Test
• Run pre-conversion
 End User Training
utilities (EE)
 .Net UI Training
• Database conversion
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Production
Environment
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Database
Conversion
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Execute Cutover
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Go Live
Implementation Options
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Interfaces
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Customizations
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Modules
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Localizations
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Conversion to QAD On Demand
Step 2 - Conversion
Key Activities
Tools / Methodologies
• Planning
• Pre-conversion*
• Project plan
• Data conversion tools
and templates
• Pre-conversion utilities
• Database conversion
utilities
• Data validation reports
• Easy On Boarding
- Workshop
- Data review/cleansing
- Utilities
• Convert
data/database
• Validation
* - EE only
- Process Maps
- Configuration data
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Conversion to QAD On Demand
Step 3 – Test / Train
Time dependent upon size/complexity
Test/Train
Implementation
Upgrade/Deployment Q-Scan
Assessment
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Environment
•
Proposal
•
Data
•
Plan
•
Customizations
•
Costs
•
Functionality
•
Timescales
•
3rd party apps
•
Resources
•
Project
Cutover
Conversion
Present Report
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• CRP
Planning
• Acceptance test
Prepare Source
Data
(EE)
• End
user training
Run Pre-Conversion
Utilities
(EE) UI training
• .NET
Database
Conversion
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Production
environment
•
Database
conversion
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Execute cutover
•
Go live
Implementation Options
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Interfaces
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Customizations
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Modules
•
Localizations
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Conversion to QAD On Demand
Step 3 – Test / Train
Key Activities
Tools/Methodologies
• Conference room
pilot
• Acceptance test
• .NET UI training
• End user training
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Predefined test scripts
Test script logs
Work aids
Training material
- End user
- Technical
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Conversion to QAD On Demand
Step 4 - Cutover
•Time dependent upon size/complexity
•Cutover
•Upgrade/deployment Q-Scan
•Implementation
•Present report
•Assessment
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Environment
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Proposal
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Data
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Plan
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Customizations
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Costs
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Functionality
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Timescales
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3rd party apps
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Resources
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Project
•Conversion
• Production
environment
Crp
• Database
Acceptance
test
End user training
conversion
.Net ui training
• Execute cutover
• Go live
•Test/train
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Planning
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Prepare source
data (EE)
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Run pre-conversion
utilities (EE)
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Database
conversion
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•Implementation options
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Interfaces
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Customizations
•
Modules
•
Localizations
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Conversion to QAD On Demand
Step 4 – Cutover
Converting to QAD On
Demand
Tools/Methodologies
• Create production
environment
• Convert
data/database
• Execute cutover
• Go Live!
• Conversion utilities
• Data load
templates
• Validation reports
• Cutover plan
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Conversion to QAD On Demand
How Does The Upgrade Process Work?
Time dependent upon size/complexity
Upgrade/Deployment Q-Scan
Assessment
Implementation
Conversion
Present Report
•
Environment
•
Proposal
•
Data
•
Plan
•
Customizations
•
Costs
•
Functionality
•
Timescales
•
3rd party apps
•
Resources
•
Project
•
Planning
•
CRP
•
Prepare source
data (EE)
•
Acceptance test
•
End user training
•
.NET UI training
•
Run pre-conversion
utilities (EE)
•
Database
conversion
Cutover
Test/Train
•
Production
environment
•
Database
conversion
•
Execute cutover
•
Go live
Implementation Options
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Interfaces
Customizations
Modules
Localizations
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Conversion to QAD On Demand
Step 4 – Implementation Options
Converting to QAD On
Demand
• Review for need
• Define action plan
• Execute / transition
Tools/Methodologies
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.NET UI
Browse collections
QXtend
EE
Internationalizations
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Conversion to QAD On Demand
Customer Story – eB2 to SE
Chemical Industry
Source- On Premise
Target - QAD On Demand
• Operations in:
• Technical Upgrade
• Timeline 2 ½ months
• Eliminated majority of
custom programs
- US
- Mexico
- Other countries
• Separate eB2
databases
• 300 plus custom
programs
• Character UI
- QAD Program Tracer Tool
- Browses
- Operational Metrics
• Single QAD 2011 SE
database
• View of multi-domain
data
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Conversion to QAD On Demand
Easy as ABC!
• Streamlined upgrades
• Repeatable process
• Flexible to fit multiple situations
For more information contact your Account
Executive or Services Manager!
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Conversion to QAD On Demand
Questions & Answers
Romeo Sequeira
Director, Consulting
rxs@qad.com
Carol Cvitkovich
Director, Global Resource Model
ccv@qad.com
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www.qad.com
© QAD Inc 2012
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