migrating from se to ee rené bergkamp vice-president of r&d, financials - qad qad explore 2012
TRANSCRIPT
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Migrating From SE to EE
René Bergkamp Vice-President of R&D, Financials - QAD
QAD Explore 2012
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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.
Safe Harbor Statement
Migrating from SE to EE
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• Why upgrade?• Migrate to a more Effective Enterprise• Approaches• Experience from the field• Questions
Agenda
Migrating from SE to EE
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Why Upgrade?
Migrating from SE to EE
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• Internationalization• Enterprise Financials• Corporate governance• New powerful capabilities in other areas• Centralization/standardization• Clean up data/setup• Remain on a supported release• Move to On Demand
Common Upgrade Reasons
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Migrate to a More Effective Enterprise
Migrating from SE to EE
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• Standardization• Dealing with currencies• Consolidated financial reporting• Compliance• Limiting customizations• Introducing shared services• Managing the company IT eco system
Considerations
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• Transforming from loosely coupled groups of local operating business to an effective (global) enterprise- Centralization of systems- Standardization of practices
• Main areas of improvement- Effective planning, reporting and closing
process- Better management/enforcement of (global)
compliance - Shared services
Standardization
Migrating from SE to EE: Migrate to a more effective enterprise
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• Balancing act between ‘corporate’ desire for standardization and ‘local’ arguments of being different
• Global first- Imposed corporate standard way of working- Local legal requirements and statutory
reporting are considered as ‘after the facts’
• Local first- Every entity is free to set up according to the
specific local requirements- Global visibility is obtained afterwards by
translation mechanisms
Defining the Desired Standardization
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• Enterprise Edition helps with- Shared Sets and translatable descriptions
master data- Accounting layers to support multi-GAAP - Financial Report Writer- Unicode
Defining the Desired Standardization
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• Buying/selling/paying in different currencies- Processing payments centrally for multiple
countries- Supporting international payment formats- Supporting international payment processes
• Having operating units in countries with different currencies- Consolidated, management and statutory
reporting- Functional currency different from country
currency- Reconciling the sub-ledgers
Dealing With Currencies
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• Enterprise Edition helps with- Process, pay and receive money in any
currency- Downloadable drivers on QAD Store- Financial shared services- Second base currency- Report in any presentation currency- Business Intelligence
Dealing With Currencies
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• Running consolidated reporting during the month
• Faster closing of books• Easier analysis and verification of figures• Tracking of intercompany relationships in
order to efficiently perform eliminations
Producing Consolidated Financial Reports
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• Enterprise Edition helps with- Period close marks- Multi-layer accounting- Dedicated posting segment for intercompany
code- Reporting of intercompany transactions- Financial Report Writer- Allocations- Business Intelligence
Producing Consolidated Financial Reports
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• Meeting local legal requirements• Internal controls• Enterprise Edition helps with
- Segregation of duties- Automated checks and balances- QAD Internationalization/QAD Store
Managing (Global) Compliance
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• Improve efficiency by- Economies of scale / harmonized processes- Increase corporate control over business units- Increase customer / supplier visibility- Free up working capital / increase cash flow- Allow business units to focus on core activities
• Enterprise Edition helps with- Support of cross-company payment processing- Central management of customers/suppliers
using shared sets- Support for intercompany transactions
Introducing Shared Services
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• Less customization means easy upgrades and less risk
• Enterprise Edition helps with- Configuration options
• Browses and Browse collections• Design mode/simplified screens• Report Framework modified reports
- New functionality in complete suite- Non-intrusive customization options
Limiting Customizations
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• QAD Enterprise Applications is not the only solution in your company- Need to easily integrate with other solutions
• Enterprise Edition helps with- Support for Web services/XML- QXtend- QAD Store: connectors
Managing the Company IT Eco System
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Upgrade Approaches
Migrating from SE to EE
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•Setup master data still fits the needs?
•Master data is still in good shape?
•Historical data correct & important?
Data
•Business concept and processes still OK?
•New functionality to improve processes?
•Future plans can be covered?
Process
•Which customizations can be eliminated?
•Can customizations replaced by standard?
•Can Browses/BI replace custom queries?
•Can custom layouts use the Report Framework
Customization
Questions to Ask
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• Technical migration (1:1 conversion)• Reload master data in new database• Re-implementation• Mix-mode:
- Technical migration- Financial implementation- Optional change/split of domains
Types of Migration
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Experience From the Field
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• Characteristics- Data setup still fits the needs- Historical data important to keep
• Solution- Technical migration
• Benefits- Short lead time- Low cost
Raypak
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Technical Migration
Migrating from SE to EE: Experience from the field
New DB
Converted
data
Old DB
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• Characteristics- Change and clean up of data- Historical data in new database is not required
• Solution- Reload
• Benefits- New clean data setup- Better use of new functionality- Allows for optimizing future efficiency
Royal Sanders
Migrating from SE to EE: Experience from the field
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Reload
Migrating from SE to EE: Experience from the field
New DB
Sharedsets
Old DB
Data entry
Domain1
Overallmaster data
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• Characteristics- Business concept and processes changed- Master data setup changed- Historical data in new database is not required- Desire for new functionality- Standardization is a driver
• Solution- Re-implementation & re-load
• Benefits- New business model in place- New standardized data setup- Optimized use of functionality
Beaphar
Migrating from SE to EE: Experience from the field
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Re-Implementation & Re-load
Migrating from SE to EE: Experience from the field
Domain1
New DB
Sharedsets
Overallmaster data
Data load
Domain2
Domain3
Old DB
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HSV
Migrating from SE to EE: Experience from the field
• Characteristics- Operational data setup still fits the needs- Historical data important to keep- Financial Setup change to benefit of new EF
• Move some sites/entities into separate domains
- Some services is required to establish this mix
• Solution- Mixed-Mode- Operational part converted using standard conversion
procedures- Financial opening balance
• Benefits- Historical data kept in new database- New financial setup and functionality- Shorter lead-time than with re-implementation
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Mixed Mode
Migrating from SE to EE: Experience from the field
New DB
SharedSets
converteddata
Old DBChart ofAccounts
Balances
Newfinancials
Newfinancials
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Impact on Your Business
Re-Implement
Mix-Mode
Re-Load
Flexibility
Du
rati
on
TechnicalMigration
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Tools and Tips
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QXtend Excelerator for Data Load• Excel based tool• User functions for query and update of
data• Grid view of data in the worksheets• Review any error
Migrating from SE to EE: Tools and tips
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Process Maps
Migrating from SE to EE: Tools and tips
Customer
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Process Maps
Operational Metrics
Compliance check points
Training
Tooltips
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• Browse collections instead of:- Modified or umbrella screens
• Simplified screens/design mode with:- Fewer and controlled fields
• Browse instead of queries• Potential replacement with
enhancements/new modules in new versions
Reduce Customizations
Migrating from SE to EE: Tools and tips
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• Report Framework/Crystal Reports:- Modify layout of standard reports and external
documents
Report Framework
Migrating from SE to EE: Tools and tips
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Easy On Boarding
Migrating from SE to EE: Tools and tips
Industry Process Models
TemplatesR&D
Software Enhancements
Streamlined Methodologies
Tools
Project Role Changes
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• Why upgrade?• Migrate to a more Effective Enterprise• Approaches• Experience from the field
Summary
Migrating from SE to EE
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• Attend these related sessions:- Training QAD Enterprise Financials at Explore
(Thursday afternoon and Friday morning)
• Stop by the Solutions Expo• Q-Scan
Next Steps
Migrating from SE to EE
Q-Scan Scope plan & budget
benefits case
QAD 2012
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René BergkampVice-President of R&D, Financials - QAD [email protected]
Questions & Answers
Migrating from SE to EE