Additional Title Text Improving Plant Operations with QAD

Additional Title Text Improving Plant Operations with QAD Enterprise Asset Management Nancy Majure – EAM Global Business Practice Manager, QAD | Building the Effective Enterprise

Improving Plant Operations with QAD EAM Safe Harbor Statement 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. | Building the Effective Enterprise 2

Improving Plant Operations with QAD EAM Content ■ ■ ■ Current Release Planned Roadmap Potential Roadmap Customer Advisory Board (CAB) Joint development (JD) Breakout session § Roadmap § CAB § JD | Building the Effective Enterprise 3

Improving Plant Operations with QAD EAM Current Release Update | Building the Effective Enterprise

Improving Plant Operations with QAD EAM New Features ■ Projects § Project spending allocation § Fixed asset integration ■ ■ ■ Inventory Purchasing Maintenance Business intelligence Revision history | Building the Effective Enterprise 5

Improving Plant Operations with QAD EAM Projects: Spending Allocation ■ Business requirements § § Control spending at the job Provide visibility of allocated funds across jobs Enable additional funds to be allocated Enables spending control at job level ■ Track § § Available from parent Allocated to children Unallocated balance Total spent | Building the Effective Enterprise 6

Improving Plant Operations with QAD EAM Projects: Fixed Asset Integration ■ Business requirements: § Create an asset from a project/job § Provide visibility into capitalized and uncapitalized amounts § New fields − Fixed asset ID − FA’s class and location − Service date | Building the Effective Enterprise 7

Improving Plant Operations with QAD EAM Projects: Fixed Asset Integration ■ Business requirements § Create assets from a job § Only costs associated with job are capitalized § Ability to capitalize trailing costs | Building the Effective Enterprise 8

Improving Plant Operations with QAD EAM Inventory: Integration with SCP ■ ■ Requests for quote Out to SCP – solicit bids In from SCP to EAM – import responses In EAM § Analyze bids § Award | Building the Effective Enterprise 9

Improving Plant Operations with QAD EAM Blanket Purchase Orders ■ Business Requirements: § Increase efficiency in processing orders associated with high volume items § Ability to manage negotiated price schedules / changes from a central contract § Enforce spending controls and expiration dates associated with supplier contracts § Track changes to contracts for audit compliance | Building the Effective Enterprise 10

Improving Plant Operations with QAD EAM Defined Vendor Currency Controls ■ Business requirements: § Restrict currencies based on vendors ability to receive purchase orders in a currency other than the vendors primary currency § Vendors may require purchase orders to be processed and paid in the currency the vendor has to pay their suppliers. § A history of all purchase prices by different currencies need to be visible and utilized when creating future purchase requisitions. | Building the Effective Enterprise 11

Improving Plant Operations with QAD EAM Work Order Integration with PSW ■ Business requirements § Expose EAM maintenance schedule to production § First step towards integrated maintenance / production scheduling | Building the Effective Enterprise 12

Improving Plant Operations with QAD EAM BI: Maintenance KPI’s ■ PM compliance § § § PM vs CM work order Planned vs unplanned labor Current PM vs CM work order backlog YTD work order statistics ■ Maintenance backlog § § § Work order Labor Work order average days open Current PM vs CM work order backlog Work order current statistics | Building the Effective Enterprise

Improving Plant Operations with QAD EAM BI: Maintenance KPI’s ■ Maintenance work orders § § § Top failure count Priority WO count Service request count YTD service request statistics Open service request trend ■ Maintenance for departments § § Priority work orders Work order backlog Labor backlog Work order backlog average days open | Building the Effective Enterprise

Improving Plant Operations with QAD EAM BI: Maintenance KPI’s ■ Maintenance cost § Top equipment cost § Maintenance cost ■ Equipment availability § Top equipment by MTBF § Top reasons downtime § YTD downtime statistics | Building the Effective Enterprise

Improving Plant Operations with QAD EAM System Wide: Revision Control ■ Business requirements § Record all record changes − Date/time stamp − User ID − Table / field − Previous value − New value § Support regulatory requirements | Building the Effective Enterprise

Improving Plant Operations with QAD EAM Future Roadmap | Building the Effective Enterprise

Improving Plant Operations with QAD EAM Future Capabilities ■ Project approval by margin ■ PM Routes for calibration maintenance ■ Uplift from v 11: § § § Consignment inventory Production driven maintenance Print work order attachments Create requisition from inventory Purchase order vendor revisions | Building the Effective Enterprise 18

Improving Plant Operations with QAD EAM Future Capabilities ■ Margin approval § Customer funded projects § Concept: the LOWER the margin of profit, the HIGHER up the approval needs to go § Business requirement − Identify “high risk” project investments − Ensure proper approval | Building the Effective Enterprise 19

Improving Plant Operations with QAD EAM Future Capabilities ■ PM routes § Ability to associated multiple equipment to a single preventive maintenance (PM) work order. § Record step (task) level readings: on the work order instruction step, ability to record equipment calibration readings identified on the route. § Calibration alerts: EAM should take prescribed action when calibration out-of-tolerance (oot) situations exists | Building the Effective Enterprise 20

Improving Plant Operations with QAD EAM Future Potential Functionality | Building the Effective Enterprise

Improving Plant Operations with QAD EAM Potential Functionality § Product readiness − Automated test scripts − Database diagram − Others… § Transformational items: − Inventory master − Serialized “rotable” inventory § Improvements to existing areas − Stock replenishment − Reports | Building the Effective Enterprise 22

Improving Plant Operations with QAD EAM Potential Functionality ■ Mobility § Inventory management § Work order management § Requisition approvals ■ Analytics § Inventory KPIs § Purchasing KPIs § Project KPIs ■ Integration § Running EAM within QAD menu (single login) § Utilized QAD reporting § Eliminating need to download QAD data (vendors, account numbers, etc. ) § Combining ERP and EAM purchasing | Building the Effective Enterprise 23

Improving Plant Operations with QAD EAM Potential Functionality ■ Maintenance § Graphical work order scheduling § Root cause analysis § Transfer equipment between sites ■ Inventory § Updating inventory price schedules ■ Purchasing § Commodity based purchasing ■ Projects § Engineer to order § Standard costing § Automated COGS ■ Other § Reopen accounting period | Building the Effective Enterprise 24

Improving Plant Operations with QAD EAM Customer Advisory Board | Building the Effective Enterprise

Improving Plant Operations with QAD EAM Customer Advisory Board (CAB) ■ Role of the CAB § Help set R&D priorities § Provide input into new features § Get access to new features ■ Time investment § Quarterly conference calls − Follow-up survey § Periodic conference call regarding specific enhancements of interest ■ First CAB meeting at explore § Conference Room 8, Thursday, May 9, from 10: 30 am 12: 00 pm | Building the Effective Enterprise 26

Improving Plant Operations with QAD EAM Joint Development Team | Building the Effective Enterprise

Improving Plant Operations with QAD EAM Joint Development ■ Purpose § To provide customers the ability to accelerate development of features on the EAM roadmap ■ How does it work § § § START – QAD store enhancement request Candidate for standard product? Estimate Fund (shared cost) Deliver! Roll into standard EAM | Building the Effective Enterprise 28

Improving Plant Operations with QAD EAM Joint Development ■ Elements of JD § § Costs split with QAD The “more the merrier”! Input to design Advanced access to functionality | Building the Effective Enterprise 29

Improving Plant Operations with QAD EAM Joint Development ■ Examples of potential JD projects § WO close screen § Graphical WO scheduler § Calibration module ■ Breakout session on EAM joint development § Included with CAB ■ First JD web workshop § Thursday, April 25, 1: 00 P. M. US Eastern | Building the Effective Enterprise 30

Improving Plant Operations with QAD EAM Functionality, CAB, and JD Breakout Session | Building the Effective Enterprise

Improving Plant Operations with QAD EAM Break-Out Session ■ First CAB meeting § Product road map § Priorities § Targeted areas of interest ■ Joint development § Potential projects § Targeted areas of interest | Building the Effective Enterprise 32

Improving Plant Operations with QAD EAM Summary | Building the Effective Enterprise 33

Improving Plant Operations with QAD EAM Summary ■ Current release § Tactical business requirements § Significant enhancements ■ Potential roadmap § Functionality § Direction ■ Customer advisory board ■ EAM joint development | Building the Effective Enterprise 34

Improving Plant Operations with QAD EAM Next Steps While at Explore ■ Attend the first CAB! § Register as an interested participant § Participate in the first review of R&D options ■ Stop by the Solutions Expo § See the latest enhancements § Explore new functionality ■ Schedule follow-up discussions with § Nancy Majure § Other EAM Customers | Building the Effective Enterprise 35

Improving Plant Operations with QAD EAM Questions & Answers ■ Presenter Name: Nancy Majure, nnm@qad. com | Building the Effective Enterprise 36

www. qad. com ©QAD Inc. 2013 | Building the Effective Enterprise 37