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Transcript of | Building the Effective Enterprise Is Enterprise Edition Right for You? Romeo Sequeira –...
| Building the Effective Enterprise
Is Enterprise Edition Right for You? Romeo Sequeira – Consulting Director, QAD Inc.
| Building the Effective Enterprise 2
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 StatementIs Enterprise Edition Right for You?
| Building the Effective Enterprise 3
■Why upgrade?■Core application■Controls and compliance■User interface■Summary■Questions
Agenda Is Enterprise Edition Right for You?
| Building the Effective Enterprise
Why UpgradeIs Enterprise Edition Right for You?
| Building the Effective Enterprise 5
Proactive Application ManagementIs Enterprise Edition Right for You?
5
Practical Competitive Optimum
Status Quo
Regular Applications Value Reviews
PeriodicApplicationRefresh
Competitive Opportunity
Time
Competitive Erosion
Go Live
By harnessing the power of new technology, you can achieve competitive advantage
Com
peti
tiven
ess
| Building the Effective Enterprise
Drivers for Upgrade
Is Enterprise Edition Right for You?
Central Directive to Upgrade
Other
Better Business Process Support
Improved Usability and User Experience
0% 20% 40% 60% 80% 100%
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■Take advantage of new functionality■Reduce customizations■Reduce operational costs■Respond to globalization and consolidation
needs■ Increase user productivity ■Ensure compliance■Optimize application and system performance■Drive lean principles throughout the
organization
Benefits of UpgradeIs Enterprise Edition Right for You?
| Building the Effective Enterprise
Value of UpgradingIs Enterprise Edition Right for You?
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Age of QAD Application Versions20 0
`
Min
Max
User Effectiveness & Satisfaction
Operational Effectiveness & Efficiency System Risk
IT Total Cost of Ownership
LeadersLaggards Followers
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Key Performance IndicatorsIs Enterprise Edition Right for You?
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■Customer service■Supplier
performance■Manufacturing
efficiency■Manufacturing
schedule■Information
technology (IT) effectiveness
Improve Enterprise EfficiencyIs Enterprise Edition Right for You?
■Supply chain effectiveness
■Inventory effectiveness
■Financial compliance
■Industry compliance
■Asset utilization
| Building the Effective Enterprise
Core ApplicationIs Enterprise Edition Right for You?
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■Shared sets■Dual base currency■Accounting layers■Multiple charts of accounts (COA)■GL transactions drill-down capability■Supplementary analysis fields (SAF)
FinancialsIs Enterprise Edition Right for You?
| Building the Effective Enterprise
■Periodic revaluation of item costs ■Generation of GL transactions
Option to reopen PC sub ledger Options to make cost corrections
■ Indirect costs & expenses directly attributable■Calculate/capture labor and burden costs■Multiple currencies■Periodic cost reporting for cost analysis & legal
documents■Fully integrated
With all inventory and shop floor transactions
Periodic Costing SolutionIs Enterprise Edition Right for You?
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■Item replacement, up-sell, cross-sell■Memo type defaulting ■Shippers and inventory movement■Correction invoices
InventoryIs Enterprise Edition Right for You?
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■Warehouse management Schedule and manage labor efficiently Assign and prioritize tasks and locations
■Advanced picking logic Pick orders individually or in a bulk / wave pick Pick multiple orders at the same time
■Advanced receipt Automatically generate pallet numbers Start a put-away process as soon as stock is
received
WarehousingIs Enterprise Edition Right for You?
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■Customer service management center■Retroactive billing / Retrobilling ■Configurator improvements■Customer Management Reports■Shipper Validation for EDI
Customer ServiceIs Enterprise Edition Right for You?
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■ Service and support role-based centers Contract admin center Warranty admin center
Service/SupportIs Enterprise Edition Right for You?
QAD Enterprise Applications
QAD Service & Support Management
Sales Order Shipment
Forecast
ProductManufactured
InstalledBase
Warranty
Service PartsForecast
ServiceContracts
Service Call
Parts & Labor
Invoicing
Planning
Sales Order
Reports
■ Installed base hierarchy■ Depot Repair■ Web warranty
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■Release management Required ship schedule netting logic Scheduling customer shipments Subcontract shipping visibility & productivity
solutions Supplier scheduling enhancements & activity
controls
■Enterprise material transfer Automates the supply chain Cross-domain Inventory browse Supplier default for SBU site and check
Supply ChainIs Enterprise Edition Right for You?
| Building the Effective Enterprise
■Business Need For accounting purposes, need to update
product lines and product line accounts for items, so
■Solution Ability to copy product lines and detailed
product line accounts to create new ones Ability to replace product lines wherever they
are referenced in the system The system automatically updates open orders
and creates adjustment transactions
Product Line RealignmentIs Enterprise Edition Right for You?
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| Building the Effective Enterprise
■Business need In a multi-site environment, there is a limited
ability to specify default values for fields that are unique to an item and location, such as location or memo type
■Solution Ability to specify additional site-specific
defaults such as stocking and inspection locations, shelf-life, and memo type
Site-Specific Item DataIs Enterprise Edition Right for You?
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■Planning and scheduling workbenches ■KanBan workbenches■Serialization, serial and lot trace, quality,
attributes ■Product change control enhancements■Obsolete inventory
ManufacturingIs Enterprise Edition Right for You?
| Building the Effective Enterprise
Controls and ComplianceIs Enterprise Edition Right for You?
| Building the Effective Enterprise
■ Improve internal controls: Segregation of duties and access control User update restrictions Customer/supplier transaction blocking Credit management controls Debit/credit separation in sub ledgers Audit trails / e-signatures
■ Several built-in provisions for easier compliance Accounting periods control, closing procedures including
consistency checks Accounting layers System controls
Internal Controls / ComplianceIs Enterprise Edition Right for You?
23
| Building the Effective Enterprise
■ Define roles and their permissions■ Assign roles to employees■ Users can have different roles in different
domains■ User interface changes
can be role specific
Role Based SecurityIs Enterprise Edition Right for You?
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| Building the Effective Enterprise
■Some employees need to be able to find and view detailed information about orders or records, without being given the capability to add or modify those orders or records
■New functions are provided to allow people to browse and view data for a Customer Supplier Purchase order Sales order RMA Work order
Record ViewersIs Enterprise Edition Right for You?
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| Building the Effective Enterprise
■ Objective Limit the duties of individuals to certain areas of
responsibility Minimize the ability of any individual to misappropriate
company property – without collusion between individuals
■ Specify roles that are conflicting from a segregation of duties perspective
■ Identify users that have any access rights that are part of conflicting roles
Segregation of DutiesIs Enterprise Edition Right for You?
Conflicts
Role A• Access right• Access right• ….
Role B• Access right• Access right• ….
User
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| Building the Effective Enterprise
■ Restricts the use of selected QAD functions to data related to specific items, sites and locations
■ Applied in functions that do: Inventory receipts Inventory shipments Inventory transfers
■ Examples: A user is restricted from performing a sales order
shipment for item “XYZ” A user is restricted from performing a transfer from
location “Quarantine”
User Update RestrictionsIs Enterprise Edition Right for You?
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| Building the Effective Enterprise
■ Provides the capability to restrict certain transactions for selected suppliers and customers
■ For example: Disable transactions for suppliers or customers
that have become inactive Disable transactions for customers that have
credit problems Disable transactions for suppliers that have
quality problems
Customer/Supplier Transaction Blocking
Is Enterprise Edition Right for You?
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■Unicode support Store combinations of characters that
traditionally required separate code pages One database – multiple languages
■Internationalization Localization bolt-on’s replaced by core package
capability for international regulatory needs
InternationalizationIs Enterprise Edition Right for You?
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■Explicitly visualize & control your business processes across traditional boundaries
■Facilitate collaboration within the organization
■Provides a wealth of vital performance information previously hidden
QAD BPMIs Enterprise Edition Right for You?
BPMS Application
| Building the Effective Enterprise
User InterfaceIs Enterprise Edition Right for You?
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■Screen configuration■Collections, reporting framework reports■Operational metrics■Mobile browses and GRS approval■Excel integration■Workflow alerts
User InterfaceIs Enterprise Edition Right for You?
| Building the Effective Enterprise
■ Add, move and delete fields■ Change columns, sorting and layout for user, role
or system
Complete Configurability of Screens
Is Enterprise Edition Right for You?
33
| Building the Effective Enterprise
■ Consolidate various transaction information and display in a single view
■ Develop drill-down / through data paths
■ “Connect” to foreign data■ Limited graphical representation
of data■ Instantaneous view of current
position
Browses and CollectionsIs Enterprise Edition Right for You?
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| Building the Effective Enterprise
■ Built-in report writer■ Configurable query
builder■ Limited graphing
functions■ Instantaneous view of
current position
Reporting FrameworkIs Enterprise Edition Right for You?
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| Building the Effective Enterprise
■ Configurable based on browses
■ Graphical representation of data
■ Drill-down / through to source transactional data
■ Instantaneous view of current position
■ Historical perspectives
Operational MetricsIs Enterprise Edition Right for You?
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Mobile GRS ApprovalIs Enterprise Edition Right for You?
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Mobile BrowsesIs Enterprise Edition Right for You?
| Building the Effective Enterprise
■ E.g.: XLS for maintenance of COA, customers, suppliers, budgets
■ E.g.: XLS for transaction entry of journal entries■ E.g.: XML for automated upload of exchange rates
XLS and XML Import / ExportIs Enterprise Edition Right for You?
Bi-directional Excel Integration
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Workflow AlertsIs Enterprise Edition Right for You?
■Enables real-time monitoring of QAD Enterprise Applications
■Increases responsiveness to important business events
■Allows you to define events important to your business
■Manage the business by exception
■ QAD Workflow &
■ Alert Server
■ QAD .Net
■ UI Inbox
■ SMTP■ email
■ QAD Enterprise ■ Applications
■ QAD QXtend■ Security
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Summary
Is Enterprise Edition Right for You?
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■ Understand business needs■ Measure key metrics■ Identify improvements■ Devise plan ■ Execute using QAD Enterprise Edition
SummaryIs Enterprise Edition Right for You?
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■Romeo Sequeira: [email protected]
Questions & AnswersIs Enterprise Edition Right for You?