qad's customer engagement dan blake consultancy development director, 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
QAD's Customer Engagement
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• QAD’s Customer Engagement- Discovery- Vision- Q-Scan- Implementation
• Case Study
Agenda
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ConductDiscoveryMeetings
ConductVision
Workshop
DeliverQ-Scan
Assessments
DeliverImplementations
Effective Enterprise Goals
Effective EnterpriseDesign
Effective EnterpriseImplement
Customer Engagement Process
QAD's Customer Engagement
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• Collaboration- Supporting your planning process with industry
expertise - Understanding your business objectives - Develop alternatives to achieve objectives
• Supporting prioritizing - Establish business case for investments- Focus on outcomes with metrics
• Leveraging your investment - Align business objectives with QAD solutions
Value of Customer Engagement Process
QAD's Customer Engagement
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“An Effective Enterprise is one where every business process is working at
peak efficiency and perfectly aligned to the company’s strategic goals.”
Delivering the Effective Enterprise
QAD's Customer Engagement
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Better ROIHigher Cost of
Operations
Optimal ROI
Efficient TCO
Effective Business
Performance
Poor ROIHigh TCO
Higher Cost of OperationsU
se o
f Fu
nct
ion
alit
y
Alignment of Business Process
Optimizing Solution Alignment
QAD's Customer Engagement
Sub Optimal ROI
Higher TCO
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• Understand your business- Objectives- Strategies- Challenges
• Leverage our- Experience- Expertise
• Alignment on- Direction - Strategy
• Relevant and pragmatic engagement
Collaborate with QAD
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• Align on business strategy and objectives• Assess use of existing QAD investment• Identify quick wins, solution or process
Discovery Meeting Objectives
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• QAD Provides- QAD Business Consultants- Understand your industry- Vast experience in QAD Solutions
• Timing- Annual review- Collaborative scheduling- Effective and efficient use of your time
Discovery Meeting
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• Collaborate on schedule and timing• Interview key personnel• Assimilate previous QAD Engagements
- Q-Scans- Implementations
• Understand strategic objectives• Consolidate findings• Develop alternatives
Discovery Meeting - Process
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• Solution Assessment- Solution alignment with business goals- Functionality needed to meet objectives- Performance against key metrics- Effective use of existing investment- Growth opportunities- Identify quick wins, implement now!
Discovery Meetings - Outcomes
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• Present findings to senior executives• Discuss alternatives to meet objectives• Prepare and agree on action plan
Vision Objectives
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• Collaborate with your team - Identify opportunities for improvement
• Focused on - Business processes enhancements, - Deployment of solutions to support business
gaps - Supplemental solutions training- Infrastructure optimization- Deployment options
• Recommendations for moving forward - Top areas for deeper analysis - Q-Scan
Vision Workshop
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• Structured Process- Cooperative- Time-bound- Standard set of deliverables
• Detailed Review of Focus Area(s)- Confirmation of impact- Solution design- Plan for delivery- Cost and benefit analysis
Q-Scan - Objectives
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Q-Scan Assessments
QAD's Customer Engagement
General Process EnableComplianc
eUpgrade /
Deployment
Performance Monitoring
Technical
Analytics
Learning
KPI
Design
Engage
Plan
Make
Source
Deliver
Service
Finance
Transportation
Asset Management
EDI
Lot/Serial Tracking
Configured Products
Projects
Warehousing
FDA Validation
MMOG/LE
IFRS
Sarbanes Oxley
21 CFR Part 11
BPM
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Q-Scan – Scope and Deliverables
QAD's Customer Engagement
Confirm Scope
Focus Areas
Interview Schedule
Perform Discovery
Process Analysis
Current Practices
Metrics & KPI’s
Present Findings
Group Presentatio
n
Best Practice
Solutions
Executive Summary
Provide Detailed Report
Solution Overview
Value Assessment
Implementation Plan
Implementation Cost
Typical - 2 Consultants – 5 Days
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• Assessment Findings• Detailed report• Business outcomes• Solution recommendations
• Implementation Plan• Strategic Benefits• ROI and value release• Timeline• Resource requirement
Q-Scan Findings Report
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• Deliver business outcomes• Employ consistent method and process• Utilize best practices• Effective and efficient use of resources
Implementation - Objectives
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Services Models
QAD's Customer Engagement
Engagement Models
Life Cycle Consulting
Advisory Services
Quality Assurance
Expert Skills
Service Offerings
Plan
Design
Implement
Manage
Delivery Model
QAD
QAD & Subcontracto
r
QAD Partner
Independent
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• Industry process maps• Deliverable templates• Preconfigured data• Initialized environment• Data loads• Work aid templates• Acceptance scripts
Easy On Boarding (EOB)
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ConductDiscoveryMeetings
ConductVision
Workshop
DeliverQ-Scan
Assessments
DeliverImplementations
Business Objectives,
Areas of Focus and
Alternatives
Business Case and ROI
Monitor Results
Customer Engagement Process
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• Collaboration • Prioritize actions• Leverage your QAD investment
Summary
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• QAD Customer since 2006• Upgrade to EE • Focus on roll outs and go lives• Challenging implementations• IT treated as cost
Case Study
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• Shift focus: Cost Value• Position IT as an Enabler• Identify and show business value• Deliver and measure results
CIO Objectives
QAD's Customer Engagement
Denver
Hong Kong
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• Document business objectives• Tie projects to specific objectives• Identify impact and timing• Determine metrics and approach to
monitor
Customer Engagement Approach
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“Where all business process are aligned, working at peak efficiency, and
delivering the strategic goals of the organization.”
Delivering the Effective Enterprise
QAD's Customer Engagement
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ConductDiscoveryMeetings
ConductVision
Workshop
DeliverQ-Scan
Assessments
DeliverImplementations
Business Objectives, KPI Areas of Focus and
Alternatives
Business Case and ROI
Monitor Results
Customer Engagement Process
QAD's Customer Engagement
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Dan Blake Consultancy Development Director, [email protected]
Questions & Answers
QAD's Customer Engagement