QAD Explore 2012 QAD’s Business Process Management Richard Day Senior Product Manager, QAD Solutions – QAD’s Business Process Management (BPM) 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. 2 Solutions – QAD’s Business Process Management (BPM) Presentation Agenda • • • • • • Session overview What is BPM ? QAD BPM overview QAD BPM road map Summary Questions 3 Solutions – QAD’s Business Process Management (BPM) Session Overview • Challenges of the Effective Enterprise: - Process Visualization - Process Control - Process Measurement • How QAD BPM can help? 4 Solutions – QAD’s Business Process Management (BPM) What is BPM? 5 Solutions – QAD’s Business Process Management (BPM) What is Business Process Management? • The discipline of building, measuring and improving the efficiency and effectiveness of business processes within an Enterprise • Three basic areas: - Business Process Visualization - Business Process Control - Business Process Measurement 6 Solutions – QAD’s Business Process Management (BPM) Traditional Systems Traditional Application • Processes hidden • No active monitoring • Difficult to manage • No task ownership • Difficult to adapt • Unaware of status 7 Solutions – QAD’s Business Process Management (BPM) BPM Systems BPMS Application • Visualize your processes • Control & automate • Collect metrics • Improve process agility • Facilitate optimization Traditional Application 8 Solutions – QAD’s Business Process Management (BPM) Benefits • Visibility - Document & Monitor your processes • Control - Manage tasks and responsibility • Measurement - Drive continuous improvement New dimension of information helps you build “The Effective Enterprise” Move from traditional 2D to High Definition 3D 9 Solutions – QAD’s Business Process Management (BPM) QAD BPM Overview 10 Solutions – QAD’s Business Process Management (BPM) The Road To QAD BPM Process Maps Operational Metrics Alerts BPM 11 Solutions – QAD’s Business Process Management (BPM) QAD BPM - Foundation • Built using Progress OpenEdge BPM • Full featured solution • Provides solid foundation 12 Solutions – QAD’s Business Process Management (BPM) QAD BPM Overview • QAD BPM embedded in QAD Enterprise Applications - Active maintenance license required • • • • • • Seamlessly integrated into QAD .Net UI No QAD application changes Out-of-the-box standard processes Leverage existing application screens Task delegation Model existing QAD processes - Focus on process control 13 Solutions – QAD’s Business Process Management (BPM) Visualization - Define Your Processes 14 Solutions – QAD’s Business Process Management (BPM) Control - Document Tasks • Define task ownership • Link to QAD screens • Set priority & duration • Include instructions 15 Solutions – QAD’s Business Process Management (BPM) Visualize/Control Your Processes • Monitor processes you own • Real-time process status • Process specific comments 16 Solutions – QAD’s Business Process Management (BPM) Visualize/Control Your Processes Visualize your processes 17 Solutions – QAD’s Business Process Management (BPM) Visualize/Control Your Tasks • Your process To Do list • Drill to application screens • Take ownership of group tasks • Release task to group • Re-assign task • Complete task 18 Solutions – QAD’s Business Process Management (BPM) Visualize/Control Your Tasks Direct access to application function, with context 19 Solutions – QAD’s Business Process Management (BPM) Visualize/Control All Tasks & Processes • Special screen for process managers - Access restricted using menu security • Control task assignments - Re-assign tasks due to illness - Manage distribution of tasks for a role • Visualize all processes - Track processes that are overdue - Track processes your are responsible for - Check the status of any process • Define operational metrics for all processes 20 Solutions – QAD’s Business Process Management (BPM) Define Operational Metrics Actively monitor your critical processes 21 Solutions – QAD’s Business Process Management (BPM) BPM & Process Maps • BPM is not a Process Map replacement - Process Maps cover high level module process - BPM focuses on visualization & control • Additional BPM links on Process Maps - Relevant BPM process flow My specific process tasks My specific process instances All process tasks All process instances 22 Solutions – QAD’s Business Process Management (BPM) QAD BPM Early Adopter • Process templates available: - Item, Customer, Supplier Creation - Sales Order Credit Hold/Review • Supported Versions - QAD Standard Edition, .Net 2.9.4 - QAD Enterprise Edition 2011+ • Familiar QAD user experience • Improve process visibility & control • Deliver an “Effective Enterprise” 23 Solutions – QAD’s Business Process Management (BPM) QAD BPM Road Map 24 Solutions – QAD’s Business Process Management (BPM) QAD BPM Road Map Business Process Automation Business Process Measurement Business Process Modelling QAD BPM EA QAD processes only Tailor to your business QAD BPM LA/GA Model QAD Enterprise Application processes Measure performance. Analyze metrics. New QAD processes available from the QAD Store QAD BPM Freedom to model and build new processes with non QAD process steps Existing QAD EA Processes New/Non QAD Processes 25 Solutions – QAD’s Business Process Management (BPM) QAD BPM EA • Early adopter phase - Started April 2012 - Restricted to 4 QAD processes • Item, Customer & Supplier Create • Sales Order Credit Hold/Review • Focus on visualization & control • Limited availability after early adopter - Controlled roll out - Ensure customer success 26 Solutions – QAD’s Business Process Management (BPM) QAD BPM LA/GA • Limited/General availability • Process measurement - Analyze process history - Enhanced process metrics - Drive process improvement • QAD Store - New QAD processes available to download • Model your QAD business processes 27 Solutions – QAD’s Business Process Management (BPM) Summary 28 Solutions – QAD’s Business Process Management (BPM) Summary • The Effective Enterprise requires streamlined business processes • Streamline your processes with QAD BPM • With QAD BPM, your processes can be: - Visualized - Controlled - Measured 29 Solutions – QAD’s Business Process Management (BPM) Next Steps at Explore • Interested in BPM - Talk to your Account Manager - Talk to/contact me • Richard Day: richard.day@qad.com • QAD BPM Demonstration - Today 4:15pm 30 Solutions – QAD’s Business Process Management (BPM) Questions & Answers Richard Day richard.day@qad.com 31 www.qad.com © QAD Inc 2012 32