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DISTRIBUTOR CHANNEL INFORMATION PACK June 2016

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DISTRIBUTOR CHANNEL INFORMATION PACK

June 2016

CONTENTS

NEW QAD PARTNER PORTAL………………………….. 4

TRAINING NEWS 4

e-Learning 4

PRODUCT / MATERIALS ANNOUNCEMENT 5

QAD 2015 Enterprise Edition (EE) Slovenian 5

QAD Czech Republic Internationalization Extension 2.0 5

QAD Spanish Internationalization Extension 1.4 5

QAD Russia Internationalization Extension 1.4 6

QAD 2015 Enterprise Edition (EE) Lithuanian 6

QAD Document Library 6

QAD’s videos 6

SALES & MARKETING PRODUCTIVITY NEWS 6

Consumer, Food & Beverage Newsletter 6

Industrial & High Tech Newsletter 10

The QAD Internationalization Journal 13

Saft Case Study 16

Cloud and Channel Islands in New Zealand, QAD Goes Back to School 16

Listen to Pam’s Internet of Things Radio Interview 16

Upgrade Value Tool Upgraded 17

COMPETITIVE BITS 17

SAP Reorgs, Oracle Litigates 4 Ways and Epicor Acquires 17

Oracle Faces Class-action Suit Regarding Cloud 18

Infor Announces Pending BI Update for Infor M3 18

Oracle Releases Q4 Results 19

USEFUL LINKS 192

DEALS FROM PARTNERS 19

Denso Manufacturing Czech s.r.o 19

DEALS FROM THE WORLD 20

Electrium 20

Sunrise Medical 21

KYB 22

Oras Group 23

NEW QAD PARTNER PORTAL…………………………..

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QAD is proud to announce that a new Partner Portal is available on QAD website.

QAD Partner Portal is a place where you can find all the resources you need to be a successful QAD Partner.

QAD Web Account is required to access to the Partner Portal.

NEW Partner Portal: www.qad.com/partner-portal

TRAINING NEWS e-Learning

QAD encourages using e-learning portal where you can find a lot of trainings available. QAD Web Account is required to access and register on Certification Exams and Trainings.

 http://learning.qad.com

If you want to select Certification Exam or Training which will take place near to your area you have to select place in the search window:

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PRODUCT / MATERIALS ANNOUNCEMENT QAD 2015 Enterprise Edition (EE) Slovenian

QAD Enterprise Applications 2015 – Enterprise Edition (EE) Slovenian language is now available and shipping.

QAD Czech Republic Internationalization Extension 2.0

The Czech Republic Country Extension 2.0 for EE is now available.  

The following functionality is included:

Intrastat VAT Control Report VAT Declaration VIES Declaration

Activation keys are provided as part of the standard ordering and fulfillment process.  

The User Guide, Installation Guide and Release Notes are included in the package.

QAD Spanish Internationalization Extension 1.4The Spanish Country Extension 1.4 for EE is now available.   Improvements added on this new Country Extension:

Changes on Model 340 to be compatible with DUA (Documento Unico de aduana) and defect fixes. AP Tax Register Details report with a specific layout for Spain AR Tax Register Details report with a specific layout for Spain Improvements  in the Model 349 to allow sequence control for final version.

The User Guide, Installation Guide and Release Notes are included in the package. 

QAD Russia Internationalization Extension 1.4Russia Internationalization Extension 1.4 for EE is now available.  

The new Russia Internationalization Extension 1.4 preserves the same functionalities from previous versions and now it is certified for 2016 EE and YAB Compliant.

QAD 2015 Enterprise Edition (EE) Lithuanian

QAD Enterprise Applications 2015 – Enterprise Edition (EE) Lithuanian language is now available and shipping.

QAD Document LibraryNew Documentation

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  QAD Spain Internationalization Extension 1.4

QAD’s videos

All QAD’s videos are available here: https://vimeo.com/qaderp

SALES & MARKETING PRODUCTIVITY NEWS Consumer, Food & Beverage Newsletter

June 2016

In this Newsletter:

QAD Named ERP Customer Satisfaction Leader by Consumer Goods Technology Magazine Key Vertical Wins Industry News and Trends: Changes in Product Labeling Standards Explore 2016 Consumer Products and Food & Beverage Vertical Summary Campaign Update: DSCP for Consumer Products Vertical Blog News: QAD Blog Series on S&OP Upcoming Events

QAD Named ERP Customer Satisfaction Leader by the Readers of Consumer Goods Technology Magazine for the 4th Straight Year!  

The readers of Consumer Goods Technology magazine (CGT) have selected QAD as the Enterprise Resource Planning (ERP) Customer Satisfaction Leader in its annual Readers’ Choice survey. QAD has earned the top spot on the survey’s ERP Top Providers list for four consecutive years. In addition, QAD was also named a Top 10 Provider in the Supply Chain Execution category.The ERP Customer Satisfaction Leader designation identifies the company that received the highest average user experience rating in the ERP category. The survey polled 290 executives who work for consumer goods companies of all sizes. More than half of the companies represented reported more than $1 billion in annual revenue. This benchmark issue draws on feedback from consumer goods executives to service and solution providers in the following categories: Supply Chain Execution, Supply Chain Planning, CRM, TPM, ERP, New Product Development and Introduction, Business Intelligence, Demand Data Analytics, Product Information Management, Consulting, Consumer Experience Management, Digital Commerce, Retail Execution, Mobility and Outsourcing. Results are spotlighted in the January 2016 edition of CGT magazine in print and online.Consumer Goods Technology (CGT) Magazine is the leading resource for consumer goods executives looking to improve business performance. Delivering content in print, online and face-to-face, CGT reaches an audience of more than 76,000 consumer goods executives ranging from managers and directors to VPs and CIOs. CGT also covers business and technology trends in all major segments of the consumer goods sector, including Food, Beverage, Packaged Goods, Consumer Electronics, OTC Pharmaceuticals, Health & Beauty Aids and Apparel/Footwear.

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Read the 2016 CGT Readers’ Choice article on Enterprise Resource Planning. For more information on CGT, visit www.consumergoods.com.

Key Vertical Wins

Pepsico Canada: Quaker Food’s Canadian DivisionEveryone is familiar with Pepsi. Some might not know, however, that in addition to the fizzy cola drink, PepsiCo, Inc. consists of over 22 brands in the snack and beverage industry, each generating more than $1B in annual revenue. The food and beverage global giant’s flagship brands include Pepsi, Tropicana, Gatorade, Frito-Lay and, most pertinent here, Quaker.The half-billion dollar Quaker Food’s Canada division, a long-time QAD customer, has made nominal recent investment in QAD due to a centralized decision to move to SAP. The SAP strategy, however, has been put on hold and, to complicate matters, the Oracle database version being used with QAD 2007 SE is facing an end-of-support-life issue.This situation added up to a cloud opportunity for QAD. We proposed lift and shift to QAD Cloud that includes an Oracle-to-Progress migration. Quaker didn’t want to have to learn Progress in-house, so the QAD Cloud approach works perfectly for them: It enables Quaker to remain on their current version of QAD, thereby controlling costs and eliminating risks.Congratulations to Ann Holwey for closing the 2-year, mid 6-figure deal. Special thanks to Steve Lamb for the technical knowledge he brought to the deal, to Tom Seadler for helping Quaker understand our cloud operations, to Jason Pickering for his negotiating support and to Eric Graham for his overall guidance. Additional thanks to a large supporting team including Leah Brown, Bhadresh Patel, Brett Baumeister, Steve Lippard, Mike Montesanti, Mike Pack, Adam Bowen, Larry Greenblatt, Rob Janssens, Don Eakin, Romeo Sequeira, Kory Johnson, Tim Reinauer, Mike Weeks and George Beans.

Azura: DynaSys Net New Customer

Azura is a Franco-Moroccan family owned group of companies specializing in fruit and vegetables. Over the last 25 years, Azura has become one of the largest private producers of tomatoes in the world with 8000 employees and 68 farms. Their products are sold directly to major European supermarket chains. Azura's business strategy is based on respect for the environment, commitment to a socially-responsible approach, food safety management and integrated expertise in production, packaging (6 plants), logistics (5 European platforms), sales and marketing. Azura demands high standards, both in terms of the quality of its product and the conditions it is produced in, and carries out quality improvement projects on a continuous basis to ensure customer and consumer satisfaction.Their objectives included:

Improve forecast accuracy Improve S&OP process and synchronize demand and production Increase Supply Chain agility to better answer the company development challenges Better plan, anticipate, simulate and optimize their global Supply Chain and take better decisions

We received an inbound phone call from Azura Supply Chain Manager in January 2015 but at that time their project was not mature enough, probably like tomatoes at this period, and we decide to renewed contact in May. After a first budgetary approach in September and a web meeting in October, Azura invited us to a meeting in the south of France at the end of January 2016 and after a brilliant demo from our DSCP experts, they decide to add

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Distribution Planning module to their initial Demand Planning project. Finally after visiting our Cémoi customer, Azura neighbor and after final negotiation with IT we receive a verbal agreement at the end of March and a signed contract in mid-April. The deal will deliver $350k of licenses, first year maintenance and services with the deployment of DynaSys Demand Planning and Distribution PlanningCongratulations to Frédéric Faysse for the close, and special thanks to Patrick Dolé, Ludovic Lezenven, Eric Schiellein, Frédéric Edard , Rémi Pawlus, as well as Catherine Wisser, Jérémy Nau for the marketing support and finally David Bena and Ariel Weil for their management support.

Product Labeling Changes Continue to Impact the CP and F&B Industries: New Standards Shaking Up the Industry

New government regulations are being introduced more often than ever before and severely impacting the Food & Beverage and Consumer Products Industries. One of those standards is in the area of product and case packaging labeling. From the Food Safety Modernization Act in the United States to new Consumer Products Packaging requirements in Europe, product and case pack packaging labeling changes are complicating the day to day businesses of Consumer Products and Food & Beverage manufacturers worldwide. These new changes impact all areas of the business and the Supply Chain. Product labeling changes force changes in product numbering, packaging design, packaging inventory and finished goods inventory. New items need to be purchased and finished goods inventory with the old labeling needs to be phased out. These changes are not limited to the consumer packages but to the shipping containers as well which complicates the inventory, warehousing and transportation functions. In May of this year, United States First lady Michelle Obama announced changes to food labels that will require companies to show added sugar and will change serving sizes to reflect how much Americans really eat. The White House and the Food and Drug Administration said the changes, required two years from now, also will revise the fine print on food labels to add vitamin D and potassium, “nutrients Americans often do not get enough of,” the administration said. Mrs. Obama said the revamped labels are part of her “Let’s Move!” initiative to get Americans to eat healthier. The move to require “added sugar” on food labels came over strenuous objections from food producers. The new requirement for serving sizes will revise the number of servings per container “to better align with the amount consumers actually eat,” the White House said. The changes will affect nearly 800,000 products. Some of the fine print on the food labels will be made larger, such as the amount of calories in each serving. The Consumer Products and Food & Beverage industries face constant challenges due to changing customer demands, technology innovations and most importantly, stricter regulations from government agencies. These factors are forcing manufacturers to label products and track data more efficiently and with tighter requirements than ever before. In addition, these changes put added pressure on the Supply Chain and Supply Chain Planning. In your discussions with your customers, ask if these changes are impacting their businesses. If the answer is yes, you may want to begin discussions on QAD Automated Solutions and QAD’s Demand and Supply Chain Planning which could greatly assist companies in managing these changes. Read the full article on the First Lady’s Announcement of the labeling changes.

Explore 2016: Consumer Products and Food & Beverage Industry Summary

Explore 2016 in Chicago was represented well by QAD Consumer Products and Food & Beverage customers. As almost half of our customers are outside North America, many of our customers sometimes find it difficult to make the journey but this year’s exciting agenda and location added in peaking interest.As in years past, the breakout sessions were kicked off by the vertical sessions. This year for Consumer Products and Food & Beverage, we took a different approach to the session. We started with an informative session from Greg Brown of Bickord’s Australia who illustrated why Bickford’s have become a TAM early adopter and discussed

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how they agreed to upgrade. It was a very informative session as the focus was on how to overcome internal objectives to investing in an upgrade. After the Bickford’s presentation we had an industry panel that included two customers and an industry expert. Michael Amaladhas from Scosche, Andy Schmidt from Sun Maid and Kimberly Knickle of IDC discussed current trends and issues in the Consumer Products and Food & Beverage industries today and potential direction for the future. It was a very informative session as each of the CPG verticals were represented as well as having the input from an industry expert. The session really inspired many of the attendees as we had to move to another venue at the end of the session to take questions and comments as the next session needed to begin. Many thanks to Greg, Michael, Andy and Kim for making this session a success.

DSCP for Consumer Products: New Campaign in the Box Ready to Go

Supply Chains are becoming more and more complicated in all industries. But for Consumer Product companies, never before have supply chains become more difficult to manage. Brands are changing hands, companies are being bought and sold and the end consumer is more demanding as ever. Technologies impact on product changes and designs have shrunken product lifecycles and severely complicated the supply chain. Managing the supply chain from Item/Location demand through supplier agreements is one of the most critical and complex business processes. QAD has a solution to help Consumer Products companies manage this process with Demand and Supply Chain Planning (DSCP). In order to assist in driving net new revenue and assist our existing customers we will be delivering a campaign in a box for DSCP for Consumer Products which will be available globally. The box will contain everything required to run a campaign to introduce DSCP to the market. The campaign will have both QAD and DynaSys branding. 

Lead generation recommendations Varied Collateral to support the message (Video, Infographic and White Papers) Marketing Tactics Lead tracking features Campaign summary and sales enablement decks

Many were involved in putting this together including, Arnaud Hedoux, Claire Daniaux, Dave Medina, Carter Lloyds, Alex Kemp, and Evan Quinn. Thanks to all for the help in putting together this campaign around one of the hottest trends in Consumer Products today.

New Blog Series: S&OP in Manufacturing Today

Sales and Operations Planning (S&OP) is a process that has been around for decades. It was a hot topic in the 1990’s but in recent years lost its luster a bit and had been put on the back burner for many manufacturers. Recently, S&OP is now back on the minds of industry executives in all verticals as Supply Chains today are increasing in complexity. Beginning in June, we will have a series of Blog articles that focus on what is S&OP and how companies today can make it a key process in their arsenals to become effective enterprises.

Need help with anything related to the Consumer Products or the Food & Beverage Industries?

I am always interested in how I can help in the support of your efforts with the customers within the Consumer Products and Food & Beverage Verticals. Please drop me notes with any ideas about how QAD could better

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support these existing customers or how we could help uncover new prospects that align with our strong focus in these industries.

Thank you.

Steve DombroskiSr. Manager, Consumer,Food & Beverage

Industrial & High Tech NewsletterJune 2016

 In this Newsletter:

Industrial / High Tech Verticals Still Leading in the Coolest  Explore 2016 – QAD Customers Agree that the Effective Enterprise is an Integrated Enterprise Announcing the ALL NEW Industrial & High Tech Practitioner Course Industrial showcase video: Renolit Relies on QAD Ordering an IoT Sandwich with a side of QAD Automation Solutions

Industrial / High Tech Verticals Still Leading in the Coolest 

Summer is upon the Northern Hemisphere and the Industrial and High Tech verticals are so hot that they remain coolest. What continues to make Industrial and High Tech so cool is the diversity of the customers and their associated challenges. This group of customers spans the entire spectrum of manufacturing orientation and supply chain complexities. 

Explore 2016 –  QAD Customers Agree that the Effective Enterprise is an Integrated Enterprise

The Industrial and High Tech session at Explore 2016 was a customer panel discussing the intersection of ERP and Manufacturing Execution Systems (MES). This session attracted cross-industry attention and was one of the largest breakout sessions at Explore with over 140 customers in attendance. Representatives of QAD customers, Saint Gobain and US Tsubaki, shared their personal experiences as panel members. Each audience member was provided with QAD Qurrency that allowed them to vote with their wallet on the discussion topics. Here are some of the highlights from the interactive session:

The vast majority of our customers have five or more distinct solutions supporting the scope of MES operational functionality. This number of systems is challenging in terms of management and support. 

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These operational systems have limited, selective integration with each other and with their QAD ERP solution. 

Saint Gobain shared how they have focused their operational activity around QAD MES partner Factivity and have implemented a richly integrated solution at multiple plants.

US Tsubaki has created a customized shop floor control (SFC) solution as an extension of their QAD solution and it is also operating at multiple plants.

Most of the audience reported that they have a few elements of their existing systems that work well but most also have systems that are challenging in terms of capability, compatibility and supportability.

When given the option to invest in enriching their current QAD ERP solution or in their operational MES solution, the audience prioritized the potential investment at the operational MES level.

This interest in operational capability aligns well with QAD’s Automation Solution (AS) practice. In fact, US Tsubaki openly voiced to the group that if QAD AS had existed eight years ago that they would have deployed the QAD solution rather than creating a customized SFC solution.

QAD Explore is all about customer sharing insights and experiences and this session was a fantastic opportunity for QAD customers to engage and interact around common challenges.

Announcing the ALL NEW Industrial & High Tech Practitioner Course 

The coolest of all the verticals now has an on-line course intended to give you insights into the manufacturing environments of QAD’s Industrial and High Tech customers. There are twelve modules that cover everything from market segmentation through current manufacturing trends. Once you complete these on-line sessions, you will be accredited at the Practitioner level of Industrial & High Tech verticals. This program is recommended for

pre-sales, services personnel and any other QAD employee who would like to add to their knowledge of manufacturing and what makes QAD customers tick. Register for the courses at QAD training center under the <Search> tab, click on Learning Plan, then click the Certification radio button and finally find the Vertical: Industrial & High Tech Practitioner. School has never been so cool!

Industrial Showcase Video: Renolit Relies on QAD

One of the newest video’s showcased at Explore 2016 features Renolit. Renolit falls within QAD’s Industrial vertical and is an excellent example of the subsegment that QAD describes as Engineered Materials. Engineered Materials is the largest customer subsegment within the Industrial vertical and these QAD customers are challenged by dynamic demand and mass customization in serving their customers. The Renolit representatives do a great job of describing how QAD provides them with the freedom to adapt to their ever-changing challenges. Check out the video on the QAD website – or

better yet send the link to other customers and QAD prospects!

Ordering an IoT Sandwich with a Side of QAD Automation Solutions

It is hard to imagine anything getting more buzz in all forms of media than the Internet of Things (IoT). Most current studies show that the vast majority of manufacturers (> 85 %) still have no specific strategy around IoT. So what is the buzz about?The most frequently cited example of IoT is centered on enhanced monitoring of physical equipment or assets. By applying sensors, capturing data and applying

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analytics the owner of an asset can gain deeper understanding that results in avoidance of asset failure and better overall asset performance. Most of QAD’s customers are engaged in what could be described as an IoT sandwich. As manufacturers they have an inherent IoT interest in the equipment/assets that are running in their plants to make their product. This manufacturer may also have an interest in IoT-enabling the product/asset that they deliver to their customer. So IoT is of interest both within their operations and of interest in better connection to sold products that are already in use.The reality is that many assets and the manufacturers themselves are not historically prepared for IoT. So how do manufacturers decide if the thing (the asset) is internet worthy? As sensors and connectivity continue on their radical advancement, it may eventually make sense for every physical asset to be connected. We are not there yet. Manufacturers use a number of criteria to prioritize the potential connectivity of assets. These criteria include asset criticality, asset native intelligence, the cost to replicate the asset, existing connectivity to the asset and even an evaluation of whether the manufacturer would truly glean value from incremental asset insight.So how can QAD help in all of this? The asset that bests matches all of the criteria for being included in the IoT are the people working on the manufacturing floor. These individuals are the most valuable and intelligent assets in manufacturing. In many production environments people still perform many of the most interesting manufacturing operations. QAD’s Automation Solution (AS) practice enables these human assets to translate their actions into the IoT knowledge. Every time QAD AS supports a barcode input for material movement or warehouse transaction, it is translating the operator action into IoT data. The transaction is no longer just part of a paper trail but a vital contribution to potential understanding of manufacturing and supply chain processes. The manufacturer obviously benefits from the simplification of transferring a manual transaction to an automated transaction. This transition more importantly lays the groundwork for actionable insight. Shared visibility of production and supply chain status in real time can be vital for better decision making and drive real business impact.You may have seen my recent post on the QAD blog about the Internet of Things. The blog post provides additional insights into expanding the view of IoT beyond just physical assets. In the near-term the adoption of better connectivity to individuals on the plant floor may actually provide greater potential benefits for QAD’s manufacturing customers than increased connectivity to physical equipment. Check it out:“The Cat in the Hat and the Internet of Thing 1 and Thing 2”

You can be cool too . . .

I am always interested in how I can help in the support of your efforts with the customers within the coolest two verticals: Industrial and High Tech. Please drop me a note with any ideas about how QAD could better supports these existing customers or how we could help uncover new prospects that align with our strong manufacturing focus.

Thanks.

Glenn GraneySenior Marketing Manager,Industrial & High Tech

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The QAD Internationalization JournalVolume 4 – June 2016

 Since the initial release of QAD Enterprise Edition (EE), the challenge of keeping current on the internationalization front has grown continuously. QAD operates the "I19" program to track and deal with internationalization changes on a timely basis. Customers express considerable interest on the subject. To better communicate I19 activities and findings with customers, QAD started publishing the Internationalization Journal in 2015. We plan to publish the Journal quarterly and it covers upcoming internationalization, related product releases and legislative changes. Each Journal will include an I19 FAQ and will spotlight a key trend for the I19 community.

If you have any questions, comments or suggestions, please contact the editor, Danny De Valck, at [email protected].

Spotlight: SAF-T Electronic Declaration

An important step towards the adoption of the electronic declaration of audit data is the SAF-T (Standard Audit File for Tax purpose) 2.0 standard. The OECD (Organisation for Economic Co-operation and Development) approved a set of guidance on business accounting system requirements for tax audit purposes. The aim of the guidance is to simplify tax compliance and tax audit requirements. The generation of SAF-T is a key element of this guidance.

SAF-T will assist auditors in testing electronic accounting data for the purposes of identifying risks and quantifying possible errors in the way tax rules have been applied. Depending on the way in which SAF-T is implemented, SAF-T may also help enable a more detailed analysis of business transactions.

In May 2005, the OECD published the first version of the SAF-T 1.0 guidance. This initial version was based on general ledger entries together with master data for customers and suppliers, and details of invoices, orders, payments and adjustments. The revised 2.0 version has been extended to include information on inventory and fixed assets. An opportunity has also been provided in 2.0 to enhance the original SAF-T specification to allow OECD member countries to add country specific extensions.

QAD has research and development ongoing to meet the following SAF-T requirements:

Standard SAF-T 2.0 structure Country specific SAF-T formats

o Portugalo Lithuaniao Poland (JPK) – see research updateo Spain (SII) – see research update

I19 Research Update

Poland - JPKAs of July 1, 2016, some Polish VAT taxpayers must comply with an additional reporting requirement. The requirement involves producing a file detailing specific information about the business of the taxpayer and providing it electronically to the Polish tax authorities for audit purposes upon their request.

This file must be provided in a format defined by the Polish tax authorities and is called Standard Audit File for Tax (SAF-T) or in Polish, Jednolity Plik Kontrolny (JPK).

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The first VAT taxpayers impacted will be companies with more than 250 employees and turnover of over 50 million Euro. Other taxpayers will have to declare the VAT structure of JPK starting January 2017. This does not replace the existing VAT-7 declaration.

Specifically, JPK needs to include the following information:

Accounting books Bank statements Warehouse information (receipt, release and internal movement transactions) VAT evidence (details of the sales and purchases) VAT invoices

QAD is working with partner DSR in Poland to support JPK. QAD is focusing on EE customers and DSR offers a solution for customers on older versions.

Spain – Immediate Information Sharing (IIS) SystemThe Spanish State Tax Administration Agency (AEAT) will roll out VAT e-bookkeeping as of 2017. The new system, called Immediate Information Sharing or IIS, is a new electronic system for declaring VAT record books, devised to speed up processing of VAT statements and returns. IIS will become mandatory in its initial phase for a group of roughly 62,000 companies, specifically for companies with a turnover of more than 6 million Euro.

With the rollout of this new declaration, it will no longer be necessary to present official forms 340, 347 or 390. Value Added Tax record books will be managed and checked remotely by the AEAT office.

The IIS obligation includes the following topics:

Invoices issued Invoices received Investment assets Intra-community transactions Record book of cash amounts

QAD’s Spanish Country Package will be updated to support this requirement.

I19 Development Update

The following country packages were updated during Q2 2016:

CZ 2.0 - major new functionality and YAB (Your Application Builder) compliance Turkey 2.0 - major new functionality and YAB compliance Russia 1.4 - YAB compliance Spain 1.4 - bug fixes and YAB compliance

The following packages will be worked on during Q3 2016:

Poland Portugal Moldova Philippines Lithuania Vietnam

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India

The relevant User Guides, Installation Guides and Release Notes can be consulted on the Internationalization area of the QAD Store.

Effective Guidance

I19 Enhance RequestsEnhancement requests from customers are a critical source of information for QAD R&D to continuously improve products. You can submit enhancement requests by following this link on the QAD Store (see screenshot below). Enhancement requests for which a country is specified in the Country Package field are routed to the I19 team.

Only select a country if the change is to meet a legal requirement in that country. Otherwise a request might take longer before it ends up with the correct decision maker.

Frequently Asked Questions: I19 Country Package and YAB Compliance

Q: Are I19 country packages YAB compliant?

A: YAB - Your Application Builder - is QAD’s new management tool to create, upgrade, reconfigure, start, stop and maintain the consistency of Enterprise Edition environments.

YAB is mandatory for Cloud installations as of EE2015, and for cloud and on premise environments of EE2016 and higher. 

Efforts to make all I19 packages YAB compliant have been underway since late 2015. All newly created and updated packages since then are YAB compliant. Consult the QAD Store/Internationalization section for the release history of the I19 Country extensions.

If you have any questions about YAB contact Danny De Valck at [email protected].

Useful Links

Visit the QAD Internationalization I19 Forum to ask a detailed question or make a suggestion.

Check the Compatibility Guide and the Internationalization area on the QAD Store for the latest on I19 country extension releases and country readiness.

Saft Case Study

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A new case study for Saft is available, a world leader in the development and manufacturing of high-technology batteries.  This case study highlights Saft's decision to implement QAD QMS in order to better meet the exacting requirements of their demanding market.  

Saft QAD QMS Case Study

Cloud and Channel Islands in New Zealand, QAD Goes Back to School

QAD issued a press release about customer Comvita, the New Zealand based natural health and Manuka honey company, selecting QAD Cloud ERP and choosing to go forward with the new Channel Islands user experience. Comvita, who presented about their experience with QAD at Explore, represents the first customer QAD has cited publicly in this fashion to use Channel Islands.

The Pacific Coast Business Times (see coverage to right) and a QAD press release highlighted QAD funding local Santa Barbara schools in the annual Project Upgrade technology grants. The annual grants were announced on June 3rd at a ceremony hosted at QAD headquarters in Santa Barbara. The event was attended by QAD executives and employees, and representatives of the Goleta School District and the Santa Barbara County Education Office were on hand to honor the recipients

Listen to Pam’s Internet of Things Radio Interview

Pam will be interviewed by Peggy Smedley on manufacturing and the Internet of Things on The Peggy Smedley Show June 28 at 10:45 a.m. PT. To listen to the interview, click on “Listen Live” at eitherConnectedworld.com or Peggysmedleyshow.com. Previously awarded as one of the “2016 Women of M2M” by Connected World magazine, Pam continues where she left off at QAD Explore 2016 on the subject of IoT. If you are closing a deal at that time, there will be a replay.

Upgrade Value Tool Upgraded

Upgrades are big business for QAD and will be for the foreseeable future. There is no better instrument to dig out the value of an upgrade for a customer than the Upgrade Value Tool. Thanks to the work of Kathleen Toupkin and Nangvorlee Vang, the tool has just been upgraded itself – with over 250 updates and aligned with 2016 March launch.

COMPETITIVE BITS SAP Reorgs, Oracle Litigates 4 Ways and Epicor Acquires

SAP reshuffles executives - Concur rises: In an email to its employees, SAP laid out plans to restructure business units and related executive leadership. Changes include:

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SAP will combine SAP Business One, SAP Anywhere and SAP Business ByDesign into one unit to target SMBs, led by Steve Padgett originally from Concur.

Steve deRham, who was CIO of Concur, is now CIO of SAP's business networks and applications. He will focus on integration, automation and related go-to-market.

John Torrey switches role to Chief Corporate Development Officer in an internal merger with the global business and development teams.

The first of the three changes is the most pertinent to the ERP market. Confusion has reigned in SAP’s SMB-targeted efforts for many years, with Business ByDesign squeezed between SAP Business One and SAP’s HANA and Cloud efforts. We should expect to see product rationalization and repositioning over the course of the coming year. Business ByDesign was originally positioned as a mid-market solution and ostensibly competed with QAD.In terms of internal politics, executives from Concur, acquired 18 months ago by SAP and the key contributor to SAP’s claims to cloud growth, have gained power. These restructured units report to Steve Singh, previously Concur CEO.

Does Oracle Spend More Time Courting Judges than Customers? 

Oracle just can’t seem to avoid arguments, whether it is with customers, partners or employees – and those arguments often escalate into litigation.

A federal jury found for Google in Oracle’s Java software suit where Oracle charged Google that its mobile products violated copyright law. Oracle promised to appeal the latest round of the 6-year old proceeding. The monetary stake is potentially $9B in damages, but the stake for the software industry is the use of open programming languages for software development.

Hewlett Packard Enterprise is suing Oracle  for $3B over breach of contract. HPE claims that Oracle backtracked on a commitment to put its software on HP servers after purchasing Sun Microsystems in 2010. This friend-turned-adversary relationship, started when Oracle’s Larry Ellison hired ex-HP CEO Mark Hurd despite Mr. Hurd being in the midst of an HP-related scandal, continues on its long path of suit-countersuit.

Potentially the most damaging legal situation for Oracle, however, involves the accusations by a former employee that Oracle used improper accounting practices. The former senior finance manager claims she was terminated in retaliation for whistle-blowing on the way they falsely report cloud earnings. Oracle, naturally, has countersued. ORCL shares nosedived on the news.

Finally, as a reminder, recently Oracle's failure to deliver a multi-hundred-million-dollar healthcare exchange website for the state of Oregon resulted in the state suing Oracle, and yes Oracle countersued.

For those of you in deals against Oracle, the question to raise with your prospect is straightforward: Why would you want to do business with Oracle?

Epicor’s slight push into the UK: In order to bolster its non-North America business, particularly in Europe, Epicor acquired UK-based Dot Net IT, a business development and services company. In addition to services, Dot Net IT also offers some ERP add-ons built for Epicor, though the offerings are more tools-oriented and small point modules than true solutions. The acquisition adds a small cadre of feet on the street in the UK for Epicor that already possess Epicor knowledge. The deal will not produce significant inroads in the UK for Epicor, but they may appear on a few more long and short lists.

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Oracle Faces Class-action Suit Regarding Cloud

An addendum to last week’s recap of Oracle full plate of litigation: Following the filing of a whistleblower suit about questionable Oracle accounting practices in regards to cloud revenue recognition, a class-action suit for shareholders was filed on June 6th. The essence of the class action suit was stated as: “Oracle’s public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.”

While we, and probably other competitors, have suspected that Oracle has been “cloud washing” its sales practices for over a year, if the same philosophy reached into accounting Oracle may be under stress for a considerable period of time.

Infor Announces Pending BI Update for Infor M3

Infor announced version 11.0 of Infor M3 (aka Lawson) Analytics. It appears that Infor will improve social data integration for M3 Analytics with its Ming.le social tool and will add “drill back” capabilities – clicking on a data in an analytics screen and being navigated back to the relevant source transaction. Infor claims that the update will also improve schema management and data cubes. The embedded analytics update for M3 is scheduled for availability in single-tenant cloud deployments this October. 

Oracle Releases Q4 Results

Oracle recently announced FY16-Q4 and full FY16 financial results. Despite strong growth in cloud, the cloud hanging over Oracle due to whistleblower and shareholder lawsuits regarding revenue recognition lessened the excitement. Total revenue was down by 1 percent.

For the full fiscal year ending May 31, 2016, revenue was down 3%, up 2% in constant currency. Oracle claimed nearly $2.9B in cloud revenue for the year, of which $2.2B was attributed to SaaS and PaaS. Oracle remained hugely profitable with nearly $9B in net income, but down a billion dollars from the previous year. Oracle managed profitably via layoffs, reorganization and lower investments in nominal revenue areas like maintaining the Java standard.

Have some competitive insight that would benefit others in Sales? Kindly email the info to Evan Quinn at [email protected] or Alex Killian at [email protected].

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- Newsletter: Consumer Products and Food & Beverage – June 2016

- Industrial and High Tech Newsletter for June 2016

- QAD Corporate Overview Presentation

- Case Study: SAFT  on QAD QMS in High Tech

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DEALS FROM PARTNERS

Denso Manufacturing Czech s.r.oSigned by Minerva Czech

(www.denso.cz)

DENSO MANUFACTURING CZECH s.r.o. was established on 12th July 2001 by its Japanese parent company in order to get closer to its European customers and to react to the growing market of car air conditioners. It was decided to build the planned production plant in the Industrial Zone South in Liberec, in the location which best fulfilled its strategic criteria. The advantages of Liberec, a city with a population of approximately one hundred thousand, are its link to the international highway as well as local Technical University and its long tradition of an engineering industry.

Denso Manufacturing is a producer of car air-conditioning units and components.

Company’s major customers are:

VW AUDI Škoda Auto Lamborghini Suzuki TPCA Ned Car BMW Mercedes – Benz

DEALS FROM THE WORLD

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Electrium

Vertical: Electronics

Project: DSDP Go Live 

Location: United Kingdom

Electrium is one of the UK's leading electrical groups and since January 2006, has been a wholly owned subsidiary of Siemens Holdings plc. Electrium Brings together three of the electrical industry’s most impressive and established brands, Crabtree, Wylex and Volex Accessories, Electrium offers a complete range of Low Voltage installation products from a simple light switch to the main switchgear in an industrial installation.

The company employs around 700 people in manufacturing operations in the UK and throughout the world, with its UK commercial centre in Cannock, Staffordshire.

Electrium selected DynaSys Demand Planning (despite a corporate SAP policy) in September 2015.

The Demand Planning EOB solution was implemented at their Cannock site (UK) and will manage over 7000 SKUs at the item/site level and is integrated to their SAP Hana ERP solution.

Their recent Go Live on DSCP 2015 went very smoothly with no major issues and has already started to deliver outcomes such as forecast accuracy improvement and improved collaboration with the sales and planning teams.

What’s Next: The DynaSys team gathered metrics at the start of the project and we have scheduled customer engagement for October to deliver a successful outcomes based engagement. Electrium will deploy the DynaSys solution to a second UK site (in Wythenshawe) in the near future. The successful initial project also opens the door for additional projects such as Production Planning within Electrium as well as other potential opportunities across the wider Siemens Group.

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Sunrise Medical

Vertical: Life Sciences

Project: Services Order

Location: Brierley Hill, UK

Customer since: 1990

Sunrise Medical is a world leader in the development, design, manufacture and distribution of manual wheelchairs, power wheelchairs, motorised scooters and both standard and customised seating and positioning systems. Sunrise Medical manufactures products in their own facilities in the United States, Mexico, Germany, United Kingdom, Spain and China.

The company's key products, marketed under the Quickie, Zippie, Breezy, Sterling, JAY, Coopers and Lomax proprietary brands, are sold through a network of home care medical product dealers or distributors in over 130 countries. Sunrise Medical's headquarters are based in Malsch, Germany; with North American headquarters in Fresno, California. The company employs 1,600 people worldwide.

In early 2014 Sunrise Medical opted to deploy QAD Enterprise Applications Enterprise Edition 2013 Enterprise Edition as the ERP standard for their EMEA operations (following a failed global JD Edwards deployment).

However, they also chose to perform much of the services work themselves and body shopped QAD resource only when required. This has led to less than optimal results in some of the work during the roll out and some dissatisfaction at the client.

After discussions the QAD team suggested that Sunrise utilise QAD services to develop a core model at one of their EMEA sites, work with the Sunrise team to deploy the core model at that initial site as well as the deployment at another subsequent site. The QAD services team would then support the Sunrise team to deploy the core model to the remaining EMEA sites after successful Go Lives at the first two locations.

Sunrise's Global CIO chose to attend this years Explore in Chicago (his first ever visit to Explore) and discussed the situation with Ruth Pitt and a number of senior QAD executives during his time at the event. Convinced by their persuasive arguments as well as being suitably impressed with Explore he gave his blessing to the proposed solution to accelerate their upgrade project.

What's Next: The project will begin almost immediately after  signature as Sunrise want to be live on 7 European sites by March 2017. The QAD services team will work with Sunrise on the core model and then support the extended roll out. Stay tuned for more news soon!

KYB

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Vertical: Automotive

Project: Goes Live on a QAD 2014 EE Upgrade

Location: Navarra, Spain

Customer since: 2005

KYB Corporation produces a variety of ride control, hydraulic, and electronic products for use as original equipment and replacement parts in automobiles, motorcycles, trucks, speciality vehicles, buses, aircraft, rail road cars, industrial applications, agricultural applications, and civil engineering projects. Their global headquarters are located in Tokyo, Japan.

By consistently developing world class ride control products, KYB has become the world's largest supplier of OE and aftermarket shock absorbers and struts. Today, their annual sales exceed $3.8 billion. KYB has 32 facilities in 21 countries, and 15 manufacturing plants in Asia, the United States and Europe.

KYB has has been a QAD user since 2005 after QAD won a tough selection process for their global solution against SAP. Over the ensuing years the KYB project has delivered significant additional revenue as more sites around the globe have migrated to the QAD core model. The first EE site within KYB (KYB Germany) was deployed in 2012 and the KYB core model is now based on QAD's Enterprise Edition.

This latest Go Live sees KYB's European HQ (KEH) in Orobia and KYB Advanced Manufacturing (KAM) in Los Arcos successfully upgrade to QAD Enterprise Applications 2014 EE.

The upgrade included a large EDI component with multiple trading partners, more than 50 upgraded customisations, EAM as well as QXtend and Spanish localisations.

The project was successfully delivered in only 3 months.

What's Next: KYB have already committed to an additional Spanish site deploying 2014 EE with the Go Live scheduled for early 2017.

This successful project further cements QAD's status as the ERP system of choice for KYB globally as well as providing QAD with additional automotive reference sites using QAD Enterprise Applications Enterprise Edition.

Oras Group

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Vertical: CPG

Project: Lift & Shift Order

Location: Rauma, Finland

Customer since: 1993

Oras Group is a significant European provider of sanitary fittings: the market leader in the Nordics and a leading company in Continental Europe. The company's mission is to make the use of water easy and sustainable and its vision is to become the European leader of advanced sanitary fittings. The Group has two strong brands, Oras and Hansa. Oras Group is owned by Oras Invest, a family company and an industrial owner. 

The head office of the Group is located in Rauma, Finland, and the Group has four manufacturing sites: Burglengenfeld (Germany), Kralovice (Czech Republic), Olesno (Poland) and Rauma (Finland). The Group operates with their own staff in 20 markets. Oras Group net sales were 245 million euro in 2015 and at the end of the period the company employed 1370 people.

Oras have been a user of QAD for some considerable time, first purchasing MFG/Pro 7.3 in 1993. They had historically been supported by our Finnish partner, Tieto, as a result QAD were seen as a distant vendor rather than a partner.

Over time Oras extended their use of the QAD solution, purchasing additional modules and upgrading to QAD 2007.1 SE in mid 2008. In early 2012 they also purchased additional users in order to deploy the system to a new manufacturing site in Poland. During 2014 Oras acquired a German competitor, HANSA, and chose to replace their existing Baan system with QAD, purchasing additional users but crucially using a combination of Tieto and Oras resources to deliver the project.

However, the gulf between client and QAD remained as they continued to deal primarily with Tieto. After the decision was taken not to renew Tieto's partner agreement the QAD team began a program of customer engagement with all of Tieto's customers.

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This was a step change for Oras as they had not experienced anything like this before. During the customer engagement process it was discovered that Tieto's hardware was due for replacement and they had also been paying Tieto for system monitoring and additional hardware support services.

The QAD team positioned a Cloud Lift & Shift as an alternative option for Oras. it would get them into the Cloud, with all of the ancillary support and monitoring services included and would also negate the need for any hardware spend.

After extensive discussions and negotiation we received the signed paper work today for a Cloud Lift & Shift (including customisation support). 

What's Next: The project will begin almost immediately on signature as Oras want to migrate to the Cloud ASAP. Oras have already agreed the time scale for their EE upgrade and will begin the preparatory work for the upgrade once they are live on QAD Cloud ERP. Stay tuned for more news soon!

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