QAD WeCUG November 2014
Prepare for the Future with
Enterprise Edition
Choose the best upgrade path for your company
Romeo Sequeira
Senior Director, QAD Consulting North America
“The Effective Enterprise:
Building for the Future”
Safe Harbor Statement
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.
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
Agenda
• EE Business Benefits
• Upgrade Options
• Next Steps
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
EE Business Benefits
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
EE Business Benefits (ROI) =
Improved Effectiveness + Lower Costs and Risk
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
User Productivity
• Reduce SG&A (Labor) Cost
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Management by exception
Customization and IT support cost
Number of user errors
Cycle time
Training time/employee retention
• Revenue Growth
• Increase transactions/purchases
• Increase product sales
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
User Productivity – Impact on Revenue/Cost
Errors
(2 errors/wk) x (60 mins) x ($20/hr) x (100 workers)
= ($208,000/year)
Productivity
(1 hr/week)x($20/hr)x(150 employees)
= $156,000/year
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
Compliance
• Minimize the risk of penalties
• Assure product and process quality
• Make better decisions
• Gain a comprehensive, 360-degree view
• Gain competitive advantage
• Reduce costs by simplifying compliance
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
Compliance
Security
Industry Compliance
International Legal/Reporting
• Enhanced security
• Roles and permissions
• Segregation of duties
• Operational metrics
• Financials
• Enhanced controls
• Serialization
• Attributes
• Quality
• QAD TMS
Supports regulatory and reporting needs for many
countries
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
Customer Service
Increase
Reduce
• Customer satisfaction
• On time delivery
• Profitability
• Revenues
• Operating costs
• Order cycle time
• Order costs
• Stock outs
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
Financials
• Reduce accounting costs
• Reduce closing cycle time
• Reduce approval cycle time
• Improve DSO/reduce bad debt
• Multi-company financial consolidation cost
• Reduce financial reporting time and cost
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
Financials
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
Supply Chain Effectiveness
• Improve time to market
• Reduce inventory
• Improve procurement cost per order
• Reduce expedited orders
• Improve transportation efficiency
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
Supplier Performance
• Supplier quality performance
• Supplier delivery performance
• Purchase price variance
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
Supplier Performance
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
Manufacturing Efficiency
• Improve capacity utilization
• Improve component availability
• Reduce manufacturing cost
• Improve quality
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
Inventory Effectiveness
• Improve Inventory Accuracy
• Increase Inventory Turns
• Reduce Obsolete Inventory & write-off
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
Asset Utilization
• Reduce maintenance cost
• Reduce maintenance spend
• Improve overall equipment effectiveness (OEE)
• Reduce unplanned downtime
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
IT Effectiveness
• Reduce IT Spend/Revenue
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Standardization (Data, Process and Documentation)
Automation
Reduce cost of management and support
Reduce customization and database instances
• Improve Service Level Adherence
• Improve Service Request Resolution Time
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
Upgrade Options
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
QAD Easy On Boarding
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Reduce Overall Time, Cost and Risk
Industry specifics solutions and best practices
Well defined project scope and deliverables
Enabling Tools and Templates
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
3 Proven Paths to EE
• Realignment / Conversion
• Technical and data upgrade only
• Nominal functional and process change impact
• Fast, low risk, sets the stage for business benefits
• Enhancement
• Realignment plus new functionality and processes
• Realize business benefits especially in financials
• Reimplementation
• Start over, often the longest and most complex
• Most significant benefits
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
Realignment / Conversion
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
Enhancement
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
Reimplementation
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
Design Considerations
• Database/Domain Workshop
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Define database/domain structure
Chart of accounts
Shared set structure
Data harmonization
• Enterprise Financials Workshop
• In conjunctions with Database/Domain
• Data Harmonization Workshop
• Easy On Boarding Industry Process Models
“The Effective Enterprise:
Building for the Future”
QAD EE Upgrade Approach
Tools
• Pre-conversion utilities
• Database conversion utilities
• Program Tracer (custom program usage)
• Excelerator data load templates
• Data security mass load
• Chart of Acct Conversion (SE)
• Database Merge Tool (SE & EE)
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
Next Steps
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
QAD Customer Engagement Process
Discovery
• Review IT and business plans
• Assess QAD’s solution alignment
Vision
• Present recommendations
• Agree on priorities
• Define areas for deeper analysis
Q-Scan
• Provide detailed assessment
• Plan for moving forward
Implementation
• Deliver implementations
• Easy On Boarding
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
QAD Q-Scan Assessments
General
Process
Enable
Compliance
Upgrade /
Deployment
Design
Finance
FDA Validation
3 Day Value
Engage
Transportation
21 CFR Part 11
Performance Monitoring
Plan
Asset Management
MMOG/LE
Technical
Make
EDI
IFRS
Analytics
Source
Lot/Serial Tracking
Sarbanes Oxley
Learning
Deliver
Configured Products
KPI
Service
Projects
Warehousing
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
3 Day and Upgrade Q-Scans
• 3 Day Q-Scan Goal: Determine Upgrade ROI Potential
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Business and Organizational Change
Process and KPI Improvements
Application, Compliance and Risk Mitigation
IT TCO and Process Improvements
• Upgrade Q-Scan Goal: Confirm and Get Detailed
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Confirm General Findings in the 3 Day
Business Change Impact
Technical Change Impact
Risk Mitigation and Compliance Impact
IT Strategy Impact
Output: Confirmed Benefits, Justification, Delivery Plan
“The Effective Enterprise:
Building for the Future”
Prepare for the Future with Enterprise Edition
Summary
• Enterprise Edition is Ready for You
• Significantly improved features and processes
• Enterprise Financials
• A natural for cloud: QAD Cloud ERP
• Proven upgrade paths based on your situation
• Realignment, Enhancement or Reimplementation
• Easy On Boarding
• Next Steps
• EE Upgrade Decision Guide to assess upgrade benefits and path (assessment tools)
• 3 Day and then possibly Upgrade Q-Scan
“The Effective Enterprise:
Building for the Future”
Save the Date for Explore 2015
www.qad.com/explore
“The Effective Enterprise:
Building for the Future”