QAD Configurator Gary Wasserman MaryAnn Guthrie 11-October-11 Configure to Order Agenda • Introduction to Configurator - Business drivers - Manufacturing strategies - Configurator • Configurator at work - Product demo • The Future of the Configurator • Question and answers 2 Configure to Order Customers Demanding • • • • Lower prices Higher quality Faster delivery Customized products “Mass Customization Is (Finally) The Future Of Products” Forrester, April 15 2011 3 Configure to Order Manufacturer’s Pressures • • • • • Standardize, reduced margins Reduce supply chain costs Improve order lead times Reduce quote and order errors Improve customer service 4 Configure to Order Manufacturing Strategies Variety Delivery Lead Time Design Purchase Manufacture Assemble Ship Engineer-to-Order (ETO) Ship Make-to-Order (MTO) Delivery Lead Time Inventory Manufacture Assemble Delivery Lead Time Manufacture Inventory Assemble Ship Configure-toOrder (CTO) Assemble-to-Order (ATO) Delivery Lead Time Manufacture Assemble Inventory Ship Make-to-Stock (MTS) Volume 5 What is QAD Configurator? QAD Configurator provides the tools to easily configure complex products during order entry without the need for technical knowledge of the product or system being configured. - adds mass customization capabilities - maintains business rules that define product variations offered - guides sales reps through the steps of configuring a product without the intervention of an engineer - significantly reduces order entry time and error rates 6 Configure to Order Intuitive, Informative, Intelligent • Guided sales - Flexible questionnaire design - Powerful price calculations • Instant conversion of customer requirements into manufacturing requirements - Product configuration rules - Seamless integration 7 Configure to Order Your Competitive Advantage • Meet customers’ specific requirements • Streamlined order and quotation process - Reduced error rates - Reduces lead time to fulfill orders • Bridge knowledge gap 8 Configure to Order Recent Product Enhancements • • • • • • Forecast consumption for planning items Configuration rebuild User defined warning messages Oracle database support New browses and browse collections And much more... 9 Demonstration • • • • • • • • Simple reorder for complex configurations Step-by-step questionnaire Comprehensive rules Easy rule definition & modification Order configured products Add options & accessories Suggest additional products Review & accept configuration Demonstration • • • • • • • • Ordered item variant Order-specific product structure Order-specific routing Configured work order Display rule logic Change product configuration rules Change configuration structures Create new selection rule The very near Future 12 QAD CSS and Configurator Integration Customer Self Service - CSS CSS - Sept 2011 Full “Configured Products” support CSS - March 2012 Support of QAD Configurator 13 QAD CSS and Configurator Integration Customer Driven • Configurator Advisory Group defined priorities including CSS integration • Current CSS customers that expressed this a high priority 14 QAD CSS and Configurator Integration What you and your customers want… • Usability - Simplicity, visibility, performance • Scope - Full product configuration capabilities in CSS - Visibility of configurations 15 QAD CSS and Configurator Integration Customer Self Service • View Product Configuations in CSS - Catalog Shopping Cart Sales Order Review Reports 16 QAD CSS and Configurator Integration New Concept: Standard Configurations 17 QAD CSS and Configurator Integration Five Simple Steps CSS / Configurator 18 QAD CSS and Configurator Integration Select Configurable Product 19 QAD CSS and Configurator Integration Step 2 CSS / Configurator 20 QAD CSS and Configurator Integration Review “Promoted” Configurations 21 QAD CSS and Configurator Integration Step 3 CSS / Configurator QAD CSS and Configurator Integration Select or Change Configuration 23 QAD CSS and Configurator Integration Step 4 CSS / Configurator 24 QAD CSS and Configurator Integration Add to Cart 25 QAD CSS and Configurator Integration Step 5 CSS / Configurator 26 QAD CSS and Configurator Integration Check Out 27 QAD CSS and Configurator Integration When can I have I have it? • Release planned for March 2012 • eB2.1 SP4 and higher, including EE • No additional charge - CSS and Configurator need to be licensed and on maintenance 28 QAD CSS and Configurator Integration Licensing and Pricing • No additional charge - CSS and Configurator need to be licensed and on maintenance - There may be a requirement for additional CSS bandwidth 29 Closing • • • • Streamline processes Improve customer experience Reduce time & cost Eliminate errors Focus on your business, not your software! www.qad.com © 2010 QAD Inc 31