QAD Business Intelligence Driving Decisions Single Version of

QAD Business Intelligence Driving Decisions: Single Version of the Truth Luc Janssen – Director, Product Management, QAD Mike Booke – Vice President of Global IT, Capital Safety Group

QAD Business Intelligence 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. 2

QAD Business Intelligence Agenda • QAD Business Intelligence - What does it bring to the table ? - How will it meet your information requirements ? • Experiences from the field - Capital Safety Group implemented QAD BI 3 3

QAD Business Intelligence V 3 Luc Janssen – Director, Product Management, QAD 4

QAD Business Intelligence “For every leader in the company, not just for me, there are decisions that can be made by analysis. These are the best kinds of decisions. They’re fact-based decisions. ” --Jeff Bezos, Amazon 5

QAD Business Intelligence Typical business questions… • Which customers & products have the greatest profitability? • What is the right “mix” of products to sell? • How are discounts impacting us? • What trends are occurring concerning costs? Profitability? • Where are the greatest opportunities to reduce cost of goods sold? • What reps, products, operations are performing according to plan? 6

QAD Business Intelligence Why BI? BI Domain Space • Make better decisions • Support “intentional” decision making - from preparation - to decision making - to implementation • Manage by fact • Improve shareholder value 7

QAD Business Intelligence The Role of Business Intelligence Executives CEO, CIO, CFO Dept. Managers Finance, Sales, … Operations Prod. Mgr Planners Warehouse Staff Strategic QAD Business Intelligence Tactical Operational QAD Enterprise Applications - Inquiries & standard reports - Operational metrics -Reporting framework - Browses & collections 8

QAD Business Intelligence Benefits of BI • Management by fact • Identifies key performance indicators that require attention • Provides easy to use investigative tools - dashboard framework • Identify causes of problems or potential problems • Harmonizes information, consolidates data from disparate systems • Improves strategic and tactical decision making • Reduces elapsed time to reach a quality decision • Facilitates collaboration to support communication and decision implementation. 9

QAD Business Intelligence QAD BI 3 • QAD BI Data Warehouse Designer - easy to use - consolidate into a single warehouse optimized for simple, fast access - QAD & non-QAD data sources • QAD Modules - QAD ERP “aware” • Preformatted groupings of data • Based on QAD’s extensive application & vertical knowledge - Extensible • QAD BI Collaborative Portal - Easy to use - Create & use queries, reports and dashboards 10

QAD Business Intelligence Data Sources 11

QAD Business Intelligence Data Warehouse 12

QAD Business Intelligence Data Warehouse 13

QAD Business Intelligence Data Warehouse Scheduler 14

QAD Business Intelligence Modules 15

QAD BI Analytical Areas Modules Financials Order Management Operations Enterprise Asset Management Supply Chain Sales & Channels Service & Logistics Marketing QAD Extensions General Ledger Invoices Inventory Control & Management MRO Inventory Demand Forecasts Territory Performance Service Events Customer Master Concur Accounts Payable Bookings Production Purchasing MRO Purchasing Transportation Management Channel Partners Warranty Events Campaign Performance HR Accounts Receivable Shipments Master Scheduling & Material Planning Plant Maintenance Warehouse Management Pipeline History Field Service Demand Creation Sales. Force Fixed Assets Backlog Shop/Plant Scheduling & Tracking Projects S & OP Channel Effectiveness Logistics Program Effectiveness Payroll Customer Schedules Capacity Planning and Control Collateral History Lotus Notes Trade Promotions Manufacturing Quality Schema Sets Channel Efficiency Available in BI 3. 4 Production Cost Accounting Production Data Management Estimated available BI 3. 5 Future 16

QAD Business Intelligence Collaborative Portal 17

QAD Business Intelligence Collaborative Portal 18

QAD Business Intelligence Collaborative Portal 19

QAD Business Intelligence In summary, BI enables companies to: • Access, analyze and share information to: - Understand how their business is performing - Improve decision making • Make & implement better decisions through: - Access to data - Broader analytics - Collaboration 20

QAD Business Intelligence BI 3 Current Customers • • • Acclarent USA Australian Bakels Aus Capital Safety USA Dacor Aus Golden Boy Foods Canada JHP Pharma USA Omnia South Africa PPG USA Sonic Innovations USA U. S. Tusbaki USA Whyte's Foods Canada 21

QAD Business Intelligence Best Practices • Work in iterations - Focus on quick dashboards - Share with the business users (focus on key stakeholders first) - Adjust based on feedback • Manage your customizations - Adjust the portal to your company needs - Limit the changes to the data warehouse • If changes are needed, make them controlled • If changes are done, put in place reconciliation procedures • Move fast ! - The QAD toolset allows you to do so… 22

QAD Business Intelligence Capital Safety’s Global BI Implementation Mike Booke - VP of Global IT - Capital Safety Group 23

QAD Business Intelligence Agenda • • • Reporting current state BI platform goals and objectives Managing cultural change Implementation lessons and success Summary 24

QAD Business Intelligence Reporting Current State • Dashboard only offers canned reports - Reports are focused on individual customer data - Dynamic reports / queries are not supported • Data not consolidated among 12 separate QAD databases • Manual consolidation takes days each month • Ad-hoc queries required complex tools 25

QAD Business Intelligence BI Platform Goals and Objectives • Consistent global reporting platform • Improved dashboard with - Graphical action-oriented reporting - Drill down for non-expert users • Power user ability to easily generate queries without IT intervention • Ability to consolidate from QAD internal and external sources 26

QAD Business Intelligence Managing Cultural Change • Prior dashboard effort failed due to: - Little participation by the global business - No confidence in the reports - No Change Management focus “Technology is easy, it’s the people that are hard. ”… Mike Booke 27

QAD Business Intelligence Managing Cultural Change (cont. ) • Current change initiatives - Global Steering Committee of key global stakeholders Major milestone review for all global regions Roll-out by region (Europe, Pac Rim, Americas) Data cleansed and reports validated by regional stakeholders “Technology is easy, it’s the people that are hard. ”… Mike Booke 28

QAD Business Intelligence CSG Sales Dashboard 29

QAD Business Intelligence Implementation Lessons • Plan on regular workload preventing stakeholder participation • Dashboards / reports are difficult to visualize - Use graphical examples - Consider drill down and management views - Scope creep will be inversely proportional to current reports available • Don’t launch a dashboard on the first day of the fiscal year 30

QAD Business Intelligence Implementation Success • QAD data mappings minimized the biggest risk in BI projects - Data mapping is accurate and minimizes cleansing - Module (cube) design consistent with QAD data fields • QAD Data Warehouse Designer facilitated dashboard objectives - Graphical action-oriented information - Ease of use drill down 31

QAD Business Intelligence Implementation Success (cont. ) • Rolled-out first region in 5 weeks compared to >18 months for SAP / Business Objects at former company 32

QAD Business Intelligence Business Success • Salespeople and executive management have easy access to more information than ever before - Daily consolidated sales vs. monthly - Graphical action oriented sales and product dashboards - Trend graphics and data - Product heat maps for cross-sales opportunities 33

QAD Business Intelligence Sales Trend Information 34

QAD Business Intelligence Product Sales Heat-Map 35

QAD Business Intelligence Open Quotes Grid with Drill-Down 36

QAD Business Intelligence Summary • Manage cultural change - Include key management stakeholders in: • Requirements, • Dashboard design, and • Implementation - Utilize user stakeholders in data validation “Technology is easy, it’s the people that are hard. ”… Mike Booke 37

QAD Business Intelligence Summary (cont. ) • QAD BI Platform minimizes risk over non-QAD tools - Data mapping is accurate and minimizes cleansing - Module (cube) design consistent with QAD data fields ensures report data integrity - Easy to use Designer facilitates stakeholder adoption 38

QAD Business Intelligence Summary (cont. ) • Rolled-out first region in 5 weeks compared to >18 months for SAP / Business Objects at former company • Salespeople and management have easy access to more information than ever before 39

QAD Business Intelligence Metrics Affected Process Daily monitoring of data Benefit • Reduction in delayed information Value • 10 to 20% • Improvement in data accuracy • Financial reporting productivity improvements • 10% to 40% • 10% to 20% On-line analytical processing/reporting - Slicing/Dicing of data Metrics and KPI’s • Make better strategic decisions • Reduction in time to ‘pull together’ data • 20% to 30% • Reduce number of tools used for reporting • Less programs • Quicker response to alerts • 10% to 20% 40

QAD Business Intelligence Next Steps • Join a customer advisory group to shape future product direction • Stop by the EXPO for a demo • Ask your account manager to arrange a BI QScan 41

QAD Business Intelligence Questions & Answers Mike Booke: mbooke@capitalsafety. com Luc Janssen: luj@qad. com 42