Post on 22-Aug-2020
Your Journey to Channel Islands - WeCUGMary Ann Guthrie, VP of R&D, Customer Management Solutions & UXTracey Rhoton, UX Manager, Research & Development
October 2018
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• Your Journey to Channel Islands
• Channel Islands Sept 2018- Demo
• Channel Islands Roadmap
• Q&A
AgendaChannel Islands 2018
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This presentation includes forward-looking statements about QAD and its business. These statements are subject to risks and uncertainties that may cause actual results and events to differ materially. These risks and uncertainties are detailed in QAD’s SEC filings, including the company's latest Annual Report on Form 10-K dated April 7, 2017 and in particular the section titled “Risk Factors” therein and other periodic reports the company files with the Securities and Exchange Commission thereafter. This presentation contains certain references to financial measures that have been adjusted to exclude certain expenses and other specified items. These financial measures differ from comparable measures calculated and presented in accordance with accounting principles generally accepted in the United States of America (“GAAP”) in that they exclude unusual or non-recurring charges, losses, credits or gains. This presentation identifies the specific items excluded from the comparable GAAP financial measure in the calculation of each non-GAAP financial measure. Management believes that financial presentations excluding the impact of these items provide useful supplemental information that is important to a proper understanding of the Company’s business results by investors. These presentations should not be viewed as a substitute for results determined in accordance with GAAP, nor are they necessarily comparable to non-GAAP financial measures presented by other companies.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.QAD undertakes no obligation to update forward-looking statements.
Safe HarborChannel Islands 2018
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Your Journey to Channel Islands
What is Channel Islands?Channel Islands 2018
Agile / Rapid Response Technologies
ARCHITECTUREQAD Enterprise Platform
Anywhere, Anytime, on any Device
USER EXPERIENCEChannel Islands Experience
WEB UI
Extensions / New Apps
Actionable Insights
Enterprise Platform
Requisitions
Purchasing
Asset Management
Service
Sales
.NET UI
Enterprise Edition
Finance
Sales
Service
Purchasing
Requisitions
Asset Management
Production Orders
Engineering
Fixed Assets
Finance
Production Orders
Fixed Assets
Engineering
Extensions / New Apps
Actionable Insights
Enterprise Platform
Requisitions
Purchasing
Asset Management
Service
Sales O
pera
tions
Channel IslandsQAD Cloud ERP
Cloud Vs. On-Premises AvailabilityChannel Islands 2018
On-PremisesCloud
GENERAL AVAILABILITY2018 - September
EARLY ADOPTER2018 - September
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Channel Islands 2018
Channel Islands – QAD Cloud ERP 2018
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• Action Request• Sales / Global Sales• Services• Requisitions / Purchasing• Supplier Portal• Product Structures• Browses • QRF – Reports• Asset Management• Financial Setup and Views
• Actionable Insights• Action Centers• Collaboration
• Mobile approvals• Process maps• Personalization• Enterprise Platform
• App Extensions • Supporting base functions
• Customer, supplier, items, domain, sites, business relations …
Channel Islands – September 2018Channel Islands 2018
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• Requisition / Action / Maint Requestor
• Purchasing Manager • Buyer• Supplier (Supplier Portal)
• Material Handler (PO receipt)
• Maintenance Tech / Mgr / Planner
• CFO• Exec / Mgr in Mfg Organization
• Customer Service Rep• CSR Manager• Sales Rep / Sales Manager • Customer Support Rep• Customer Support Mgr• Field Services Technician • Service Technician
• Application Builder
Web UI Supported RolesChannel Islands 2018
• Collaboration• Alerts• Inbox• Tasks• Action Centers & KPIs• Action Requests
Actionable Insights
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Channel Islands 2018
Action Request
Service Order
Reference Docs
Sales Order
Sales Quote
Assign To
Create New
Request
Sales QuotesSales Orders
Purchase Orders
ReturnsService Orders
Invoices
Information
RMA
Sales Order13
Sales OrderSales
Quotes
Release
Attachments
Pick Ship Invoice
Workflow Actions
AllocateConfirm
Check ATP
Optional Actions
CopyRepriceCheck Credit
Revalue Cost
14Global Sales
Sales Quotes
Sourcing Rules
GlobalOrders
Release
ATPQty / Date
Create Order
Request
15Service - Order & Field Service
Service Order
ActivityReporting
Return Material Authorization (RMA)
Assign Engineer
Material Order
Service Depot Repair
Action Request
Depot Order
ActivityReporting
Receive Repair Item / Ship Replacement
Move to Work
Material Order
Ready To Invoice
Return Repaired Item
Business Document
ApprovedBusiness Document
Approval Flows
Route
Approve✓
Approved
Requisition Create
Purchase Order
Release to Purchase
Order
QADSupplierPortal
Supplier
✓
Purchasing
AVL
ApprovedAVL
Information
QAD Supplier Portal
SUPPLIER PORTAL
• Orders• Schedules • Kanban• ASNs• Receipts• Invoices• Supplier Self Service• Collaboration• Alerts
QAD Cloud ERP
Non-QAD Cloud ERP
ASN from Supplier Portal
Supplier Self Service
Information
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CreateProduct Structure
Access Alternative Structures
Where Used
Define Configured Structures
CreateItems
Engineering
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Maintenance Order
Maintenance Request
Materials Required
Cost & FailureAnalysis
Assign to technicianPlan
Labor Parts usedFailure codes Readings Equipment history
Close
Work OrderQueue + Work Instructions
✓
✓ ✓
Plant Maintenance
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Work Order
ProjectView
Materials Required
Project CostAnalysis
Assign to technicianPlan
Labor Parts usedEquipment history
Close
Work OrderQueue + Work Instructions
✓ ✓
Project Visualization
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Channel Islands 2018
Channel Islands – Demo
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• Enterprise Edition 2018
• Production Orders
• Automated Solutions
• Trade Activity Management (TAM)
QAD 2018 And in Addition…...
QAD Technology Update
PRODUCTIZE / INTEGRATE
MobileEmbedded AnalyticsPersonalization
Business ProcessManagementAttachments
ReportCreatorIntegration
CloudCollaboration CybersecurityAutomationVisual Screen
ExtensionBrowsesLow Code / No Code
INNOVATE
DigitalTwin
MachineLearning
DataLake
Industrial IoT
EDUCATE / EVALUATE
Artificial Intelligence
Augmented Reality
Robotic ProcessAutomation
(RPA)Additive
Manufacturing
RobotsBlockchainEdge
Computing
MicroservicesAPI
API
QAD Enterprise Platform
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ExtensionsChannel Islands 2018
• Presentation - Frames- Field Management-Behavior, Appearance- Warnings, Validations, UI Logic
• Data- Tables- Fields - data types, formats- Relationships - tables, fields
• Browse/Reports- Export- Calculations / Data Manipulation- Browse Hierarchy
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• Drill down configuration / personalization
• Hierarchical grids• Excel import/export• UI typescript extensions• Business Component browses • Data extensions • Formula field support • Query service first phase• Data lake technology
Sept 2018 – Key New Platform Features• Smart card authentication • Launch .NET UI from WebUI
w/out login prompt • SAML SSO • Multi-factor authentication • Extension App Build & Deploy • Channel Islands On-Premises Support• Supportability• Upgrade analysis (what-if)
Channel Islands 2018
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Services – Highly Recommended for CIChannel Islands 2018
Process Discovery System Configuration Training Go Live Support
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CI Roadmap
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Flows• Lead to Opportunity• Opportunity to Sale• Account Management with 360 View• Activity Management• Marketing Campaigns:
Suspect to Lead
Roles• Sale Rep• Sales Manager• Customer Service Manager• Customer Service Rep (CSR)• Customer Support Rep• Business Devel Rep (BDR)• Marketing Manager
CRM App – Planned for Sept 2019 Channel Islands Roadmap
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Flows• Customer Schedules Ph 1- Create Schedule Template- Schedule Visibility- Exception Visibility- Error Handling
Roles• Customer Service Manager• Customer Service Rep (CSR)• Contract Administrator
Sales App – March 2019Channel Islands Roadmap
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Flows• Service Quote• Workflow for Depot Repair• Service Logistics - Return Material (RMA)- Replacements
• Service Action Center
Roles• Customer Service Mgr / Rep• Customer Support Mgr / Rep• Service Technician• Materials Planning• VP of Service / Sales
Service App – March 2019Channel Islands Roadmap
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Flows• Physical Inventory• Cycle Counting• Inventory Attributes• Item Current/GL Cost assignment• New Manufacturing Product Introduction• Push Production - Ph 1
Roles• Inventory Manager• Cost Accountant• Product Engineer• Production Manager
Manufacturing – March 2019Channel Islands Roadmap
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Flows• Inventory Issues / Returns / Adj• Receive / Return from Work Order• Physical Inventory• Stores Requisition / Replenishment• Plant Maint / Tool Maintenance• Project Maintenance
Roles• Maintenance Planning• Project Manager• Indirect Material Handler
Asset Management – March 2019Channel Islands Roadmap
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Purchasing• Scheduled Orders Phase 1• Support EE blanket orders• Purchase Order Receipts- Multi-Site Receiving
• Copy / Print POs
Supplier Portal - planned completion• Alert Management• Schedule Replenishment• Supplier Performance• PO Acknowledgement
Supply Chain – March 2019Channel Islands Roadmap
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Flows• Accounts Payable• Accounts Receivable• Fixed Assets• Journal Entry
Roles• AP Clerk / AP Supervisor• AR Clerk / AR Supervisor• Fixed Assets Manager• Accounting Clerk / Financial
Controller
Financials App – March 2019Channel Islands Roadmap
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Channel Islands 2018