Channel Islands The Collaborative Purchasing Process · - A fresh view on requisition to receipt...

Channel Islands –

The Collaborative Purchasing Process

Luc Janssen, Marta Losada, Krystle Keese

May 8, 2018

2

Luc Janssen

- QAD, VP of R&D - Manufacturing & Supply Chain solutions

Marta Losada

- QAD, Product Manager – Supply Chain solutions

Krystle Keese

- QAD, Product Owner – Supply Chain solutions

Introduction

Channel Islands – The Collaborative Purchasing Process

3

Safe Harbor

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 13, 2018 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.

Disclaimer


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Managing Procure to Pay

- Collaboration and control

Channel Islands

- A fresh view on requisition to receipt process

Demo

Q&A

Agenda


5

Managing

Procure to Pay

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Huge impact on cost

- Immediate impact on bottom line

Direct: streamlining the process

Indirect: control maverick buying

Managing strategic risk

- A mismanaged procurement can stop factories!

Business opportunity

- Shorten product lead times

The Importance of Procure to Pay


7

Better procurement leads

to bigger margins

- even without sales growth

Huge Impact on Costs


Decrease

procurement

spend by 1 %

Increase

gross profit

by 10 %

=

Other costs

45%

Procurement

spend

50%

Gross Profit

5%

8

Automating direct goods procurement

- Streamlines an often complex process

- Improves supply chain efficiencies

Indirect goods: automating chaos

- Eliminates maverick buying

- Increases efficiency throughout the organization

- Reduces notoriously high transaction costs without pain

Cost Impact on Direct and Indirect Goods


9

Business objectives

Cost reduction - Increased cash flow - Support new market development

CPO focus

The Importance of Procure to Pay


(Source : Deloitte 2016 Global CPO Survey)

Consolidate

spend

Increase

supplier collaboration

Restructure

supplier relationships

Reduce

transaction costs

43% 39% 31% 21%

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How Can You Impact Procurement?


Process

Strategy

Organization

Competencies

Supplier relationships

Technological support

- ERP / EDI / e-Procurement / Portals / . . .

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Purchasing

Requisition

CreatePurchase

Order

Release to

Purchase Order

QAD

Supplier

Portal

Supplier

Approved

AVL

Approved Approved

AVL

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Channel Islands -

A fresh view on

Requisition to Receipt

13

Combine direct and indirect procurement

Introduce new tools for the buyers

Leverage collaboration and interaction

Access from anywhere

Channel Islands Requisition to Receipt


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One solution for direct and indirect

Web screens tailored to different roles

- Requesters

Easy requisition entry

Requisition follow up

- Approvers

Easy approval, anywhere, anytime

Approval delegation

Insight in the requisition details and history

Mobile app for approvals

Requisitions


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Allows buyers to build PO’s from approved requisition lines

Release to Purchase Order Action


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Requisition create modeled after EAM Requisition

Requisition approval modeled after EAM Approvals

Purchase order modeled after EE Purchase Order

Purchase order receipt modeled after EE PO Receipt

Requisition to Purchase Order - Combining EAM and EE


Requisition

EAM Model, supporting GRS EE Model

Receipts &

Invoices

17

Direct and Indirect Purchase Orders


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One solution for direct and indirect

Better support for the buyers

- 1 single place to go for buyers

- 1 single PO document print

- 1 single PO receipt transaction

- 1 single tax setup

- Mix and match direct and MRO on same PO

EAM and EE in a Single Purchasing Flow


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Approved vendor control

- Approved vendor list

- Approved supplier – item combinations

Release to purchase order action

- Allows buyers to build purchase orders from approved requisitions

Approval status of a purchase order

- Extra control step

Collaboration and actions

- Notifications: comments, tracking, alerts

- Approvals

New Tools for the Buyers


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Share information and

collaborate with suppliers

about inventory,

scheduling, purchase

orders, shipments

New tools in WebUI

- Supplier self-service

- Collaboration

QAD Supplier Portal


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Allows material handlers to receive purchased materials

Purchase Order Receipts


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Purchasing Manager Action Center


• Supplier Performance

• Spending

• Inventory Effectiveness

• Supply Chain Risk• Data Integrity

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DEMO

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Highlighted Sessions


Channel Islands -

Effective Sales

and Service

Mary Ann Guthrie, Jonathan Fitchett, Cheryl Crane

Tuesday, May 8, 4:15 PM – 5:15 PM

Dallas Ballroom A

Channel Islands -

QAD Financials

René Bergkamp, Mike Lane

Wednesday, May 9, 1:30 PM – 2:30 PMDallas Ballroom A

Demo Theater -

The CI Procurement

Flow Through Supplier

Portal

Marta Losada, Krystle Keese, Jordi Denia

Wednesday, May 9, 3:00 PMDemo Theatre

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Luc Janssen

- [email protected]

Marta Losada

- [email protected]

Krystle Keese

- [email protected]

Questions and Answers


mailto:[email protected]



Channel Islands The Collaborative Purchasing Process · - A fresh view on requisition to receipt...

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