qad business intelligence caug october 10, 2011 bill wermes qad california user group
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QAD Business IntelligenceCAUGOctober 10, 2011
Bill Wermes QAD California User Group
Navigate your oceans of data…
…with QAD Business Intelligence
• Similar terms: “Performance Mgt”, “Data Warehousing”…it’s Analytical vs Transactional…
• Complete rewrite – worked with experts in the field and customer feedback to create latest version
• Focus was not so much on charts and graphs – that’s what the tool does – but on enabling organizations to make better decisions!
• Improve the ability to see the data, data, data that you already have
QAD Business Intelligence
Regardless of your business or the product you make…
…the goal is to run your business based on facts, not guesses
• Report Writing is Complex
• Multi-system Reports Hard or Impossible
• Historic Data Access / Availability
• Spreadsheet Building Time / Effort / Errors
Operational Data
• Cash Flow Analysis• Customer & Product Profitability• Sales Plan vs Forecast• Inventory Turnover• On-time Delivery in Full• Trending
Metrics
• 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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Areas for Investigation
• Decision Support• QAD BI 1.0• QAD BI 2.0• QAD BI 3.0
Evolution
Release 3.5 …
Today
• To help take decision making to more people• Unlock more of your data to others…• …even while not at your desk
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“It is perfectly true that top management must have the final say, the final responsibility. But the
business enterprise of today is no longer an organization in which there are a handful of
“bosses” at the top who make all the decisions while the “workers” carry out orders. It is primarily
an organization of professionals...exercising autonomous, responsible judgment. And every
one of them -- whether manager or individual expert contributor -- constantly makes truly
entrepreneurial decisions, that is, decisions whichaffect the economic characteristics and risks of
the entire enterprise.”
Peter Drucker
QAD Business Intelligence- Long term trend analysis- Both QAD and non-QAD data- Easy access (web, mobile)
QAD Enterprise Applications- Inquiries & Standard
Reports- Operational Metrics - Reporting Framework- Browses & Collections
Operational
Tactical
StrategicExecutives
CEO, CIO, CFO
Dept. ManagersFinance, Sales,...
OperationsProd. Mgr, PlannersWarehouse, Staff
Matching Need To Solution
BI’s Role in your Organization
Closed-Loop Decision-MakingMeasure
Business State
Gather Data
Analysis
CollaborateV3.3
Implement
ModelV3.6
• QAD Data Warehouse Designer- Consolidate into a single warehouse optimized for simple,
fast access- QAD and non-QAD data sources- Uses MS SQL Server and Analysis Services for Data
Warehouse
• Modules- ERP “aware” streamlines access to current and historical
QAD ERP data- Extensible to support non-QAD data sources
• Collaborative Portal- Easy to use and create dashboard and reporting
environment
• Optional 3rd Party: Cognos or other BI or Reporting solution- Can provide advanced capabilities beyond the QAD BI Portal
QAD BI 3 – Components
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BI Architecture… a graphical depiction of how QAD BI data warehouse works…
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BI Architecture- take a closer look at DW
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BI Architecture
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BI Architecture
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BI Architecture
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BI Architecture…automatically documents the transformation and provides “Trackback Diagrams”
DataAnalysis
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Collaborate…people look at things from a different perspective…
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Collaborate
Forum Collaboration
Email Collaboration
To the Solution….
… Let’s be a business user…
Capital Safety offers the broadest line of fall protection equipment, rescue and confined space products.
• Have 12 separate data bases• Wanted consistent global BI platform• Wanted ability to use budget excel spreadsheets as data sources• Taking advantage of Regional Currencies in BI to view several countries in one currency• Rolled out first region in 5 weeks
Customer Value
• Revenue Enhancement
• Improved Risk Management
• Cost Containment
• Operational Control
QAD BI helps with 4 Business Pressure Points
QAD Proprietary