“the effective enterprise: building for the future” prepare for the future with enterprise...

“The Effective Enterprise:Building for the Future”

Prepare for the Future withEnterprise EditionChoose the best upgrade path for your company

Romeo SequeiraSenior Director, QAD Consulting North America

QAD WeCUG November 2014


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


• EE Business Benefits

• Upgrade Options

• Next Steps

AgendaPrepare for the Future with Enterprise Edition


EE Business Benefits

Prepare for the Future with Enterprise Edition


EE Business Benefits (ROI) = Improved Effectiveness + Lower Costs and Risk



• Reduce SG&A (Labor) Cost• Management by exception• Customization and IT support cost• Number of user errors• Cycle time• Training time/employee retention

• Revenue Growth• Increase transactions/purchases• Increase product sales

User ProductivityPrepare for the Future with Enterprise Edition


User Productivity – Impact on Revenue/CostPrepare for the Future with Enterprise Edition

Errors(2 errors/wk) x (60 mins) x ($20/hr) x (100 workers)

= ($208,000/year)

Productivity(1 hr/week)x($20/hr)x(150 employees)

= $156,000/year


• Minimize the risk of penalties• Assure product and process quality• Make better decisions • Gain a comprehensive, 360-degree view

• Gain competitive advantage• Reduce costs by simplifying compliance

CompliancePrepare for the Future with Enterprise Edition


CompliancePrepare for the Future with Enterprise Edition

Security

• Enhanced security• Roles and permissions• Segregation of duties• Operational metrics

Industry Compliance

• Financials• Enhanced controls• Serialization• Attributes• Quality• QAD TMS

International Legal/Reporting Supports regulatory and reporting needs for many countries


• Operating costs• Order cycle time• Order costs• Stock outs

Reduce

• Customer satisfaction• On time delivery• Profitability• Revenues

Increase

Customer Service Prepare for the Future with Enterprise Edition


• Reduce accounting costs• Reduce closing cycle time• Reduce approval cycle time• Improve DSO/reduce bad debt• Multi-company financial consolidation cost• Reduce financial reporting time and cost

FinancialsPrepare for the Future with Enterprise Edition


FinancialsPrepare for the Future with Enterprise Edition


• Improve time to market• Reduce inventory• Improve procurement cost per order• Reduce expedited orders• Improve transportation efficiency

Supply Chain EffectivenessPrepare for the Future with Enterprise Edition


• Supplier quality performance• Supplier delivery performance• Purchase price variance

Supplier PerformancePrepare for the Future with Enterprise Edition


Supplier PerformancePrepare for the Future with Enterprise Edition


• Improve capacity utilization• Improve component availability• Reduce manufacturing cost • Improve quality

Manufacturing EfficiencyPrepare for the Future with Enterprise Edition


• Improve Inventory Accuracy• Increase Inventory Turns• Reduce Obsolete Inventory & write-off

Inventory Effectiveness Prepare for the Future with Enterprise Edition


• Reduce maintenance cost• Reduce maintenance spend• Improve overall equipment effectiveness (OEE)• Reduce unplanned downtime

Asset UtilizationPrepare for the Future with Enterprise Edition


• Reduce IT Spend/Revenue• Standardization (Data, Process and Documentation)• Automation• Reduce cost of management and support• Reduce customization and database instances

• Improve Service Level Adherence• Improve Service Request Resolution Time

IT EffectivenessPrepare for the Future with Enterprise Edition


Upgrade Options



QAD Easy On BoardingPrepare for the Future with Enterprise Edition

• Reduce Overall Time, Cost and Risk• Industry specifics solutions and best practices• Well defined project scope and deliverables• Enabling Tools and Templates


• Realignment / Conversion• Technical and data upgrade only• Nominal functional and process change impact• Fast, low risk, sets the stage for business benefits

• Enhancement• Realignment plus new functionality and processes• Realize business benefits especially in financials

• Reimplementation• Start over, often the longest and most complex• Most significant benefits

3 Proven Paths to EEPrepare for the Future with Enterprise Edition


Realignment / ConversionPrepare for the Future with Enterprise Edition


EnhancementPrepare for the Future with Enterprise Edition


ReimplementationPrepare for the Future with Enterprise Edition


• Database/Domain Workshop• Define database/domain structure• Chart of accounts• Shared set structure• Data harmonization

• Enterprise Financials Workshop• In conjunctions with Database/Domain

• Data Harmonization Workshop• Easy On Boarding Industry Process Models

Design ConsiderationsPrepare for the Future with Enterprise Edition


• Pre-conversion utilities• Database conversion utilities• Program Tracer (custom program usage)• Excelerator data load templates• Data security mass load• Chart of Acct Conversion (SE)• Database Merge Tool (SE & EE)

ToolsQAD EE Upgrade Approach


Next Steps



QAD Customer Engagement ProcessPrepare for the Future with Enterprise Edition

Discovery• Review IT and business plans• Assess QAD’s solution alignment

Vision • Present recommendations• Agree on priorities• Define areas for deeper analysis

Q-Scan• Provide detailed assessment • Plan for moving forward

Implementation• Deliver implementations• Easy On Boarding


QAD Q-Scan AssessmentsPrepare for the Future with Enterprise Edition

General Process Enable Compliance

Upgrade /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 113 Day Value


• 3 Day Q-Scan Goal: Determine Upgrade ROI Potential• Business and Organizational Change• Process and KPI Improvements• Application, Compliance and Risk Mitigation• IT TCO and Process Improvements

• Upgrade Q-Scan Goal: Confirm and Get Detailed• Confirm General Findings in the 3 Day• Business Change Impact• Technical Change Impact• Risk Mitigation and Compliance Impact• IT Strategy Impact• Output: Confirmed Benefits, Justification, Delivery Plan

3 Day and Upgrade Q-ScansPrepare for the Future with Enterprise Edition


• Enterprise Edition is Ready for You• Significantly improved features and processes• Enterprise Financials• A natural for cloud: QAD Cloud ERP

• Proven upgrade paths based on your situation• Realignment, Enhancement or Reimplementation• Easy On Boarding

• Next Steps• EE Upgrade Decision Guide to assess upgrade benefits and path (assessment tools)• 3 Day and then possibly Upgrade Q-Scan

SummaryPrepare for the Future with Enterprise Edition


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“the effective enterprise: building for the future” prepare for the future with enterprise...

Documents

effective enterprise

enterprise edition slide

future compliance

future financials

enterprise edition errors

year slide

compliance compliance

approval cycle time