QAD Business Intelligence
Driving Decisions: Single Version of the Truth
Luc Janssen – Director, Product Management, QAD
Mike Booke – Vice President of Global IT, Capital Safety Group
QAD Business Intelligence
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.
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QAD Business Intelligence
Agenda
• QAD Business Intelligence
- What does it bring to the table ?
- How will it meet your information requirements ?
• Experiences from the field
- Capital Safety Group implemented QAD BI 3
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QAD Business Intelligence
QAD Business Intelligence V3
Luc Janssen – Director, Product Management, QAD
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QAD Business Intelligence
“For every leader in the company, not just for me,
there are decisions that can be made by analysis.
These are the best kinds of decisions.
They’re fact-based decisions.”
--Jeff Bezos, Amazon
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QAD Business Intelligence
Typical business questions…
• Which customers & products have the greatest
profitability?
• What is the right “mix” of products to sell?
• How are discounts impacting us?
• What trends are occurring concerning costs?
Profitability?
• Where are the greatest opportunities to reduce
cost of goods sold?
• What reps, products, operations are performing
according to plan?
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QAD Business Intelligence
Why BI? BI Domain Space
• Make better decisions
• Support “intentional”
decision making
- from preparation
- to decision making
- to implementation
• Manage by fact
• Improve shareholder
value
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QAD Business Intelligence
The Role of Business Intelligence
Executives
CEO, CIO, CFO
Dept. Managers
Finance, Sales, …
Operations
Prod. Mgr
Planners
Warehouse
Staff
Strategic
QAD Business Intelligence
Tactical
Operational
QAD Enterprise
Applications
- Inquiries & standard reports
- Operational metrics
-Reporting framework
- Browses & collections
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QAD Business Intelligence
Benefits of BI
• Management by fact
• Identifies key performance indicators that require
attention
• Provides easy to use investigative tools - dashboard
framework
• Identify causes of problems or potential problems
• Harmonizes information, consolidates data from
disparate systems
• Improves strategic and tactical decision making
• Reduces elapsed time to reach a quality decision
• Facilitates collaboration to support communication and
decision implementation.
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QAD Business Intelligence
QAD BI 3
• QAD BI Data Warehouse Designer
- easy to use
- consolidate into a single warehouse optimized for
simple, fast access
- QAD & non-QAD data sources
• QAD Modules
- QAD ERP “aware”
• Preformatted groupings of data
• Based on QAD’s extensive application & vertical
knowledge
- Extensible
• QAD BI Collaborative Portal
- Easy to use
- Create & use queries, reports and dashboards
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QAD Business Intelligence
Data Sources
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QAD Business Intelligence
Data Warehouse
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QAD Business Intelligence
Data Warehouse
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QAD Business Intelligence
Data Warehouse Scheduler
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QAD Business Intelligence
Modules
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QAD BI
Analytical
Areas
Modules
Financials
Order
Management
Operations
Enterprise
Asset
Management
Supply
Chain
Sales &
Channels
Service &
Logistics
Marketing
QAD
Extensions
General
Ledger
Invoices
Inventory
Control &
Management
MRO
Inventory
Demand
Forecasts
Territory
Performance
Service Events
Customer
Master
Concur
Accounts
Payable
Bookings
Production
Purchasing
MRO
Purchasing
Transportation
Management
Channel
Partners
Warranty
Events
Campaign
Performance
HR
Accounts
Receivable
Shipments
Master
Scheduling &
Material
Planning
Plant
Maintenance
Warehouse
Management
Pipeline History
Field Service
Demand
Creation
SalesForce
Fixed Assets
Backlog
Shop/Plant
Scheduling &
Tracking
Projects
S & OP
Channel
Effectiveness
Logistics
Program
Effectiveness
Payroll
Customer
Schedules
Capacity
Planning and
Control
Collateral
History
Lotus Notes
Trade
Promotions
Manufacturing
Quality
Schema
Sets
Channel
Efficiency
Available in BI
3.4
Production
Cost
Accounting
Production
Data
Management
Estimated
available
BI 3.5
Future
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QAD Business Intelligence
Collaborative Portal
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QAD Business Intelligence
Collaborative Portal
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QAD Business Intelligence
Collaborative Portal
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QAD Business Intelligence
In summary, BI enables companies to:
• Access, analyze and share information to:
- Understand how their business is performing
- Improve decision making
• Make & implement better decisions through:
- Access to data
- Broader analytics
- Collaboration
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QAD Business Intelligence
BI 3 Current Customers
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Acclarent
Australian Bakels
Capital Safety
Dacor
Golden Boy Foods
JHP Pharma
Omnia
PPG
Sonic Innovations
U.S. Tusbaki
Whyte's Foods
USA
Aus
USA
Aus
Canada
USA
South Africa
USA
USA
USA
Canada
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QAD Business Intelligence
Best Practices
• Work in iterations
- Focus on quick dashboards
- Share with the business users
(focus on key stakeholders first)
- Adjust based on feedback
• Manage your customizations
- Adjust the portal to your company needs
- Limit the changes to the data warehouse
• If changes are needed, make them controlled
• If changes are done, put in place reconciliation procedures
• Move fast !
- The QAD toolset allows you to do so…
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QAD Business Intelligence
Capital Safety’s Global BI Implementation
Mike Booke - VP of Global IT - Capital Safety Group
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QAD Business Intelligence
Agenda
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•
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•
Reporting current state
BI platform goals and objectives
Managing cultural change
Implementation lessons and success
Summary
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QAD Business Intelligence
Reporting Current State
• Dashboard only offers canned reports
- Reports are focused on individual customer data
- Dynamic reports / queries are not supported
• Data not consolidated among 12 separate
QAD databases
• Manual consolidation takes days each
month
• Ad-hoc queries required complex tools
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QAD Business Intelligence
BI Platform Goals and Objectives
• Consistent global reporting platform
• Improved dashboard with
- Graphical action-oriented reporting
- Drill down for non-expert users
• Power user ability to easily generate queries
without IT intervention
• Ability to consolidate from QAD internal and
external sources
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QAD Business Intelligence
Managing Cultural Change
• Prior dashboard effort failed due to:
- Little participation by the global business
- No confidence in the reports
- No Change Management focus
“Technology is easy, it’s the people that are hard.”…
Mike Booke
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QAD Business Intelligence
Managing Cultural Change (cont.)
• Current change initiatives
- Global Steering Committee of key global
stakeholders
- Major milestone review for all global regions
- Roll-out by region (Europe, Pac Rim, Americas)
- Data cleansed and reports validated by regional
stakeholders
“Technology is easy, it’s the people that are hard.”…
Mike Booke
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QAD Business Intelligence
CSG Sales Dashboard
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QAD Business Intelligence
Implementation Lessons
• Plan on regular workload preventing
stakeholder participation
• Dashboards / reports are difficult to visualize
- Use graphical examples
- Consider drill down and management views
- Scope creep will be inversely proportional to
current reports available
• Don’t launch a dashboard on the first day of
the fiscal year
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QAD Business Intelligence
Implementation Success
• QAD data mappings minimized the biggest
risk in BI projects
- Data mapping is accurate and minimizes
cleansing
- Module (cube) design consistent with QAD data
fields
• QAD Data Warehouse Designer facilitated
dashboard objectives
- Graphical action-oriented information
- Ease of use drill down
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QAD Business Intelligence
Implementation Success (cont.)
• Rolled-out first region in 5 weeks compared
to >18 months for SAP / Business Objects at
former company
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QAD Business Intelligence
Business Success
• Salespeople and executive management
have easy access to more information than
ever before
- Daily consolidated sales vs. monthly
- Graphical action oriented sales and product
dashboards
- Trend graphics and data
- Product heat maps for cross-sales opportunities
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QAD Business Intelligence
Sales Trend Information
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QAD Business Intelligence
Product Sales Heat-Map
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QAD Business Intelligence
Open Quotes Grid with Drill-Down
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QAD Business Intelligence
Summary
• Manage cultural change
- Include key management stakeholders in:
• Requirements,
• Dashboard design, and
• Implementation
- Utilize user stakeholders in data validation
“Technology is easy, it’s the people that are hard.”…
Mike Booke
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QAD Business Intelligence
Summary (cont.)
• QAD BI Platform minimizes risk over non-QAD
tools
- Data mapping is accurate and minimizes
cleansing
- Module (cube) design consistent with QAD data
fields ensures report data integrity
- Easy to use Designer facilitates stakeholder
adoption
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QAD Business Intelligence
Summary (cont.)
• Rolled-out first region in 5 weeks compared
to >18 months for SAP / Business Objects at
former company
• Salespeople and management have easy
access to more information than ever
before
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QAD Business Intelligence
Metrics Affected
Process
Daily monitoring of data
Benefit
•Reduction in delayed
information
Value
•10 to 20%
•Improvement in data accuracy •10% to 40%
•Financial reporting productivity
improvements
•10% to 20%
On-line analytical
processing/reporting
- Slicing/Dicing of data
•Make better strategic decisions
•Reduction in time to ‘pull
together’ data
•Reduce number of tools used
for reporting
Metrics and KPI’s
•Quicker response to alerts
•20% to 30%
•Less programs
•10% to 20%
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QAD Business Intelligence
Next Steps
• Join a customer advisory group to shape
future product direction
• Stop by the EXPO for a demo
• Ask your account manager to arrange a BI
Q-Scan
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QAD Business Intelligence
Questions & Answers
Mike Booke: mbooke@capitalsafety.com
Luc Janssen: luj@qad.com
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www.qad.com
© QAD Inc
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