QAD Explore 2012 QAD Solutions for Configurable Products

QAD Explore 2012 QAD Solutions for Configurable Products Frank Feustel, Director, Product Management, QAD Inc. Jim Smith, QAD Improvement Leader, R. W. Beckett Corporation

QAD Solutions for Configurable Products 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 Solutions for Configurable Products Agenda • Business Drivers and Challenges • QAD Solutions for Configurable Products - Overview - Demo - Availability • Customer Success Story – R. W. Beckett 3

QAD Solutions for Configurable Products Business Drivers and Challenges 4

QAD Solutions for Configurable Products Business Drivers High order handling costs 24/7 self service New sales channels Lower margins Customer service as competitive advantage Customized products 5

QAD Solutions for Configurable Products Manufacturers’ Challenges • The need to be agile in delivering complex products is growing in many markets • Manufacturers have the challenge to address demand for mass customization • At the same time, customers also expect to be served via all channels, including 7 x 24 e. Commerce 6

QAD Solutions for Configurable Products 7

QAD Solutions for Configurable Products What are QAD Configured Products? • Enables global manufacturers to configure products of low complexity - Higher customer service levels - Lower inventory costs - Commonly known as “Features and Options” 8

QAD Solutions for Configurable Products What is QAD Configurator? • Enables global manufacturers to configure products of medium to high complexity - Full implementation of mass customization - Higher customer service levels - Lower inventory costs 9

QAD Solutions for Configurable Products Configured Products Versus Configurator • Configurator - Creates new items, BOM, routing - Standard Work Orders - Rules-based • Configured Products - Keeps item and creates SO BOM - Final Assembly Work Orders 10

QAD Solutions for Configurable Products What is QAD Customer Self Service (CSS)? • Enables global manufacturers to offer easy to use self-service - 24 / 7 access via web browser - Optimized end-to-end fulfilment - Improved customer responsiveness 11

QAD Solutions for Configurable Products Whole Product Integration Sept 2011 (CSS 5. 1. 3) Full QAD Configured Products support QAD CSS March 2012 (CSS 5. 2) Support of QAD Configurator 5. 3 QAD Configured Configurator Products QAD Enterprise Applications 12

QAD Solutions for Configurable Products Supports the Effective Enterprise • Delivering an integrated suite for complex configured products • Improving customer service • Streamlining order and quotation process - Reduced error rates - Reduces lead time to fulfill orders • Allowing for B 2 B customer self service 13

QAD Solutions for Configurable Products CSS and Configurable Products Integration 14

QAD Solutions for Configurable Products Design Concepts • Integration is not a separate module • Usability - Simplicity, visibility, performance • Business functions - Simple “Features and Options” capabilities in CSS - Full product configuration capabilities in CSS - Visibility of configurations • High value to customers 15

QAD Solutions for Configurable Products Product Configuration • Upload of configurable products to CSS • Configurable products in the catalog - New Configured Products entry screens - Integration of existing Configurator Questionnaire - New Standard configurations maintenance • • Shopping Cart with configured items Order templates Check out Finish order with configured items 16

QAD Solutions for Configurable Products Demo 17

QAD Solutions for Configurable Products Demo 18

QAD Solutions for Configurable Products Availability 19

QAD Solutions for Configurable Products Availability • Solution Components - Enterprise Applications, incl. Configured Products - Configurator - CSS • CSS Integration - Availability March 2012 - Support of e. B 2. 1 SP 4 and higher, including EE 20

QAD Solutions for Configurable Products Customer Success Story – R. W. Beckett 21

Complex Configurable Products History of R. W. Beckett • Founded in 1937 • Privately held family business • Core Values: - Integrity - Excellence - Profound Respect for the Individual • QAD Customer Since 2007 22

Complex Configurable Products Our Facility • North Ridgeville, Ohio • Outstanding Safety Record • World Class Manufacturing Operation 23

Complex Configurable Products Our Products • Fuel oil combustion products • Electronic safety controls • HVAC related products. 24

Complex Configurable Products Our Customers 25

Complex Configurable Products Project Goals • Eliminate spreadsheets and MS Access databases • Move tribal knowledge into common repository • Be adaptable to change 26

Complex Configurable Products Project Team • • IT Sales/Marketing Manufacturing Engineering 27

Complex Configurable Products Project Scope • Implement all major product lines - New specifications - Changes - Quotes 28

Complex Configurable Products Implementation • • Preliminary Questionnaire Features Sales Rules Product Structure and Rules 29

Complex Configurable Products Major Project Hurdles • Redevelopment of Product Structures • Limit Questions • Pricing 30

Complex Configurable Products Major Achievements • Standardization • Stored Configuration Details • Improved Pricing 31

QAD Solutions for Configurable Products Summary • QAD supports various scenarios for complex configurable products - Customer Service and Engineering - Customer Self Service • Beckett is a great customer success story – but not the only one 32

QAD Solutions for Configurable Products Questions & Answers Jim Smith QAD Improvement Leader R. W. Beckett Corporation jsmith@beckettcorp. com Frank Feustel Director, Product Management QAD Inc. fzf@qad. com 33

QAD Solutions for Configurable Products Next Steps • Register for Webinar (opening soon) QAD CSS for Configurable Products http: //www. qad. com/erp/Webinars/ 34