Architecting & Managing a Global Enterprise Solution Cliff Markell, Director – Global IT Architecture, Watts Water Tech. Trevor Steel – Solution Consultant, QAD, Inc. Architecting & Managing a Global Enterprise Solution 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 Architecting & Managing a Global Enterprise Solution Customer Profile What we do - Water by Watts (Commercial Applications) WASTEWATER (DRAINAGE) SYSTEM Roof Drains Floor Drains Cleanouts Trench Drains Interceptors Fixture Carriers Hydrants Acid Waste Systems IRRIGATION SYSTEM Backflow Preventers Backflow Enclosures Automatic Control Valves Through-the-Wall Shutoffs Ball Valves Butterfly Valves Relief Valves Water Pressure Reducing Valves FIRE PROTECTION SYSTEM Backflow Preventers Transition Risers UL/FM Fire Service Strainers Automatic Control Valves Pre-Engineered Valve Stations Relief Valves Check Valves Gate Valves HVAC SYSTEM Balancing Valves Feed Water Regulators Backflow Preventers Radiant Under floor Heating Systems Radiant Snow melting Systems Hydrocontrol Panels PEX Plumbing System Manifolds Electronic Temperature Controls Safety Relief Valves Automatic Air Vent Valves Expansion Tanks Tempering Valves Flow Switches Gauges & Thermometers Steam Traps Strainers Gas Connectors FOOD SERVICE APPLICATIONS Movable Gas Connectors Water Filtration Systems Internal Fluid Conveyance Assemblies Gas and Water Shutoff Valves Commercial Faucets Metal & Plastic Tubular Parts Gas Regulators Thermostatic Mixing Valves Grease Interceptors Float Valves Equipment Placement Systems POTABLE WATER SYSTEM Gas Connectors PEX Plumbing Systems Reverse Osmosis Water Filtration System Water Softeners Backflow Preventers Pre-Engineered Valve Stations Water Pressure Reducing Valves 3 Architecting & Managing a Global Enterprise Solution Enterprise Site Distribution • North America • Europe 4 Architecting & Managing a Global Enterprise Solution Pre-Project Architecture 5 Architecting & Managing a Global Enterprise Solution What This Meant To The Business • Hard top get to the data for reporting purposes • Lots of disparate processes and data definitions • One stop shopping hard • Increased compliance costs and risks • High IT costs / cost per user 6 Architecting & Managing a Global Enterprise Solution Decision Making Process on Future State • Vision set by Steering Committee • Design and development of process maps - Document all processes in order to create standards where possible - Designed by subject matter experts within in business - Multi-site representation • Align processes with QAD functionality • Processes vetted and accepted by Steering Committee - Changes require Steering Committee sign off 7 Architecting & Managing a Global Enterprise Solution Future State • Three (3) instances of EA Enterprise Edition - North America - EMEA - Asia • Minimal customization • Deep level of system understanding for the Business Side 8 Architecting & Managing a Global Enterprise Solution Challenges • Resources - Project competition due to large number of projects • Resistance to surrender of control • Business units and divisions struggle with central services concept as a control issue • Aligning the project teams to be constructive participants • Cultural differences • Local market, statutory and reporting requirements 9 Architecting & Managing a Global Enterprise Solution Decisions: The Team • Guided by steering committee • Subject matter experts from each business unit • Shared IT resources • Business ownership!!! Steering Committee EMEA Core Team Global IT Shared Services Quote to Ship Data Center Operations Procure To Receive Support Manufacturing Development Business Systems (Enterprise Architecture) Finance S&OP & Logistics MDM 10 Architecting & Managing a Global Enterprise Solution Decisions: Data Center Options • Central DC with disaster recovery • Outsourced operations for server HW and networking • Outsourced “nonvalue add” IT services i.e. E-mail • All services operated from central DC 11 Architecting & Managing a Global Enterprise Solution Decisions: Database, Domain Structure • One domain per operating currency - Plus one domain for “Corporate” entity for additional security • Database instance per major operational zone - North America, EMEA, Asia - To allow staggered back ups, batches, and maintenance windows 12 Architecting & Managing a Global Enterprise Solution Decisions: Master Data • Key and critical issue for implementation - Standardization and alignment of data for consistent control and reporting • Data ownership and scope assigned and approved by Steering Committee • Process data collected needs to map to available EA fields - Remaining / additional data stored in SQL server 13 Architecting & Managing a Global Enterprise Solution Decisions: Module Roll Out • Business process design teams define requirements - Functional requirements to meet process for additional modules to eliminate customization needs • Demonstration/functional reviews of modules - Understand what is in the module and how it works to get the best from it • Incorporate QAD modules into the process maps 14 Architecting & Managing a Global Enterprise Solution Decisions: Roll Out Strategy • Master Data Management is a key component before implementation • Schedule: - Europe first, then North America 2 businesses in the first year 2 -4 annually on going Acquisition businesses rolled in on a need priority 15 Architecting & Managing a Global Enterprise Solution Expected Benefits • Management visibility via KPI’s and reporting • Standardized processes - Increased productivity - Increased flexibility of employees • Better supply chain visibility and integration • Customer fulfillment enhancement - Increased material visibility • Reduced IT costs and improved support 16 Architecting & Managing a Global Enterprise Solution Focus on the Future • Expect changes - New acquisitions, products and better processes are a fact of life • Don’t stand still - There is nothing wrong with improving incrementally if it is planned for - Look for a better way to work and codify it • Continue to invest - Invest in systems and people in order to reap the benefit for the Enterprise 17 Architecting & Managing a Global Enterprise Solution Summary • Rationalize and align Master Data! • Plan the roll out and stick to a plan • Utilize standardization - Create standard processes to speed up implementations - Increase staff cross training / utilization within the Enterprise - Improve/increase support ability • The business owns the project - Business leasers and employees have to make the process and data decisions with consensus! 18 Architecting & Managing a Global Enterprise Solution Metrics Affected Process Benefit Value Deploy product and service information across countless customer, partner and employee touch points. Accelerate time to market for new products 10% to 20% Improve order and invoice accuracy 5% to 10% Provide customers with standardized electronic product data Improve customer service 5% to 10% Automate workflow processes for data governance Improve efficiency and accuracy of supply chain communication Expand markets Accelerate time to market for new products 10% to 25% 10% to 20% 19 Architecting & Managing a Global Enterprise Solution Next Steps • Ask your account manager to set up a Q−Scan to discover potential benefits • Explore On Demand as another way to deploy global shared services 20 Architecting & Managing a Global Enterprise Solution Questions & Answers • Cliff Markell: Cliff.Markell@watts.com • Trevor Steel, MBA: tsl@qad.com 21 www.qad.com © QAD Inc 22