QAD BPM Let Process Be Your Guide MWUG

QAD BPM: Let Process Be Your Guide - MWUG Rob Cramer – BPM, Practice Manager LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG 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. LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG Agenda § What is BPM …QAD BPM? § Demonstration § Standard Processes § What is Being Process Driven? § Questions? LEARN. NETWORK. DISCOVER. | #QADexplore

What is BPM … QAD BPM? 4 LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG “Processing power is creating a digital explosion in our tools ability to do more with less at a faster rate, and bandwidth is increasing exponentially, and storage is moving to the cloud, over the next five short years we will be transforming how we sell, market, communicate, collaborate, innovate, train, and educate. ” Daniel Burrus Flash Foresight LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG § Repetitive tasks? § Rule-based skills? “ Intelligent systems are going to be able to do those procedures for you. ” LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG Makes You the Best? (KPIs, Metrics) Differentiation Cost Leadership Innovation Operational Effectiveness 7 LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG What Holds You Back? Constrains You? § Compliance − Regulatory − Customer § Bottlenecks − Quality − Decision Making − Lead Time • • • Strategic Directions Current IT Environment Metrics and KPIs Business Processes Industry and Market Requirements Discover LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG It’s All About Processes Type of Process Direct/Core Solution Enterprise Applications Indirect/ Support QAD BPM LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG Key Processes LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG Problems with Processes § Quality of processes § Low value-added activities § Tracking events and measuring performance real time § Compliance § Paper, memory based Documenting handoffs, timing, and responsibilities often leads to productivity improvements of more than 12 percent. LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG QAD BPM LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG What is Business Process Management (BPM)? “Systemic approach for capturing, designing, executing, documenting, measuring, monitoring, and controlling both automated and nonautomated processes to meet the objectives and business strategies of a company. “ LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide Benefits: Efficiency Benefit Example Eliminate Manual Data Entry Reduction in time 80% Reduce Process Cycle Time Reduction in time to process change orders 75% Reduce Manual Analysis/Routing Elimination of 80% of manual activities LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide Benefit: Effectiveness Benefit Example Handle Exceptions Faster & Better Distressed shipments saving 70% Make Better Decisions Better review process results in $3 M saved in billing dispute writeoffs Consistent Execution Customer satisfaction improvement to 92% LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide Benefit: Agility Benefit Example Faster Regulatory Compliance Change customs related processes within 90 days to comply with new federal regulations Support New Business Models Change shipping partners within 10 minutes in core process LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide Foundational Requirements § Free if current on maintenance § On Demand, On Premise § Technical dependencies − QXtend 1. 8. 3 + − QAD 2011 EE + or QAD 2007. 1 SE + −. Net 2. 9. 4+ − Open. Edge 10. 2 B 07 09+ − Java 6 LEARN. NETWORK. DISCOVER. | #QADexplore

Demonstration 18 LEARN. NETWORK. DISCOVER. | #QADexplore

Standard Processes 19 LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide Standard Process: Inspection LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide Standard Process: Receiving Process LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide Per Process Cost Considerations Implementation (Per Process) Model Process (1 -5 Days) Implement Process (1 -5 Days) Go Live Support (0 -3 Days) Configuration Migration (1 -2 Days) Project Management (1 -3 Days) LEARN. NETWORK. DISCOVER. | #QADexplore

What is Being Process Driven? LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG Process Management Focus Objectives & Strategy Model Analyze & Optimize Assessment Business Process Management Solution Modeling Implement Solution Analysis 24 LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG Process Managed Organizations § Strategic plans drive processes § Relationship between processes and key business results § Strategic assets to be understood, managed, and improved to deliver value-added products and services to clients § Reach towards an even higher level of performance. LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG Do You have a Process Focus? § Know business processes and capture them in process maps, procedure manuals, or agreed ways of doing things § Managers track the performance of processes § Top management systematically invests in its processes § It’s a regular way of doing things LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG Assessment: Targets for Improvement § Large & complex § Dynamic § Business & technical in nature § Human intelligence & judgment required § Coordination essential § Compliance requirement LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG Sample Selection Criterion § Clear and direct linkage to management objectives § Consider value of process to business and its health § Customers rarely interact with just one function § Focus on eliminating a key system constraint LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG Is Process Improvement Necessary? Question Yes No Is your team failing to meet quality, cost, or time requirements? Are there significant external developments that may require considerable adjustment to current processes? Re there important changes within your organization that may suggest a need for process improvement Have you seen evidence of fragmentation and lack of cooperation or coherence in how work is being carried out? Are customers complaining about the quality of service they are getting from your team? Does your team’s performance compare unfavorably with that of other teams in the organization that do similar work? Do tasks often get done incorrectly the first time? Are some tasks taking too long to complete? Do certain procedures seem overly complicated? LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG Process Selection Matrix Process Cost Saving Potential Source of customer complaints Opportunity for Improvement Easy to Change Source of staff frustration Total Score Setting up new accounts 5 5 2 2 4 18 Evaluating applicant credit history 4 2 4 3 4 17 LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG Solution Modeling: Analyze Process § § Map the existing process Examine the process map to identify problems Interview stakeholders to gain insights on the process Benchmark how other organizations handle the process LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG Pictures Are Vital § Assist in understanding existing processes and designing solutions § Communicate real world state and what team wants to change to § Not an organizational chart § Less abstract LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG Solution Analysis: Document & Refine the New Design § Meet performance targets? § Potential issues? § Improvement opportunities? § Anything missed? Is it important? § Test Your Ideas § Implications? LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG Implement § Hurdles − Resistance from employees − Resistance from managers − No champions to push the effort LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG Analyze & Optimize § Is the new process’s outcome free of errors or defects? § Does the process produce its intended outcome in a timely manner? § Are customers satisfied with the process’s outcome? § Does the process produce its intended outcome in a cost-effective manner? LEARN. NETWORK. DISCOVER. | #QADexplore

Explore 2014 36 LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG Why Come to Explore? § May 5 – 8, 2014 § New Orleans La. § 650 + attendees "The benefit of attending Explore for me is to be able to see not only where the organization is today but where it's going in the future. " Toni Clubb, CFO, Vita. Tech LEARN. NETWORK. DISCOVER. | #QADexplore

QAD BPM: Let Process Be Your Guide - MWUG Why Come to Explore – Focus § Learn − 40+ sessions (Including BPM) − Hands-on Training (Including BPM) − APICS continuing education credits § Network − Sharing best practices − Personal interaction/networking § Discover − Not just ERP − New functionality − Leveraging QAD investment LEARN. NETWORK. DISCOVER. | #QADexplore 38

QAD BPM: Let Process Be Your Guide - MWUG Questions & Answers § Presenter Name: − Rob Cramer, rac@qad. com LEARN. NETWORK. DISCOVER. | #QADexplore