QAD Explore 2012 QADs Customer Engagement Dan Blake

QAD Explore 2012 QAD's Customer Engagement Dan Blake Consultancy Development Director, QAD

QAD's Customer Engagement 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's Customer Engagement Agenda • QAD’s Customer Engagement - Discovery Vision Q-Scan Implementation • Case Study 3

QAD's Customer Engagement QAD’s Customer Engagement 4

QAD's Customer Engagement Process Conduct Discovery Meetings Conduct Vision Workshop Effective Enterprise Goals Deliver Q-Scan Assessments Effective Enterprise Design Deliver Implementations Effective Enterprise Implement 5

QAD's Customer Engagement Effective Enterprise Goals Vision Strategy Goals 6

QAD's Customer Engagement Value of Customer Engagement Process • Collaboration - Supporting your planning process with industry expertise - Understanding your business objectives - Develop alternatives to achieve objectives • Supporting prioritizing - Establish business case for investments - Focus on outcomes with metrics • Leveraging your investment - Align business objectives with QAD solutions 7

QAD's Customer Engagement Delivering the Effective Enterprise “An Effective Enterprise is one where every business process is working at peak efficiency and perfectly aligned to the company’s strategic goals. ” 8

QAD's Customer Engagement Use of Functionality Optimizing Solution Alignment Better ROI Higher Cost of Operations Poor ROI High TCO Higher Cost of Operations Optimal ROI Efficient TCO Effective Business Performance Sub Optimal ROI Higher TCO Alignment of Business Process 9

QAD's Customer Engagement Collaborate with QAD • Understand your business - Objectives - Strategies - Challenges • Leverage our - Experience - Expertise • Alignment on - Direction - Strategy • Relevant and pragmatic engagement 10

QAD's Customer Engagement Discovery 11

QAD's Customer Engagement Discovery Meeting Objectives • Align on business strategy and objectives • Assess use of existing QAD investment • Identify quick wins, solution or process 12

QAD's Customer Engagement Discovery Meeting • QAD Provides - QAD Business Consultants - Understand your industry - Vast experience in QAD Solutions • Timing - Annual review - Collaborative scheduling - Effective and efficient use of your time 13

QAD's Customer Engagement Discovery Meeting - Process • Collaborate on schedule and timing • Interview key personnel • Assimilate previous QAD Engagements - Q-Scans - Implementations • Understand strategic objectives • Consolidate findings • Develop alternatives 14

QAD's Customer Engagement Discovery Meetings - Outcomes • Solution Assessment - Solution alignment with business goals Functionality needed to meet objectives Performance against key metrics Effective use of existing investment Growth opportunities Identify quick wins, implement now! 15

QAD's Customer Engagement Visions 16

QAD's Customer Engagement Vision Objectives • Present findings to senior executives • Discuss alternatives to meet objectives • Prepare and agree on action plan 17

QAD's Customer Engagement Vision Workshop • Collaborate with your team - Identify opportunities for improvement • Focused on - Business processes enhancements, Deployment of solutions to support business gaps Supplemental solutions training Infrastructure optimization Deployment options • Recommendations for moving forward - Top areas for deeper analysis - Q-Scan 18

QAD's Customer Engagement Vision Deliverables 19

QAD's Customer Engagement Alignment with QAD Solutions Vision Strategy Goals Processes Solutions 20

QAD's Customer Engagement Q-Scans 21

QAD's Customer Engagement Q-Scan - Objectives • Structured Process - Cooperative - Time-bound - Standard set of deliverables • Detailed Review of Focus Area(s) - Confirmation of impact Solution design Plan for delivery Cost and benefit analysis 22

QAD's Customer Engagement Q-Scan Assessments General Process Enable Compliance Upgrade / Deployment Design Finance FDA Validation Performance Monitoring Engage Transportation 21 CFR Part 11 Technical Plan Asset Management MMOG/LE Analytics Make EDI IFRS Learning Source Lot/Serial Tracking Sarbanes Oxley KPI Deliver Configured Products BPM Service Projects Warehousing 23

QAD's Customer Engagement Q-Scan – Scope and Deliverables Confirm Scope Focus Areas Interview Schedule Perform Discovery Present Findings Process Analysis Group Presentation Current Practices Best Practice Solutions Metrics & KPI’s Executive Summary Provide Detailed Report Solution Overview Value Assessment Implementatio n Plan Implementatio n Cost Typical - 2 Consultants – 5 Days 24

QAD's Customer Engagement Q-Scan Findings Report • Assessment Findings • Detailed report • Business outcomes • Solution recommendations • Implementation Plan • Strategic Benefits • ROI and value release • Timeline • Resource requirement 25

QAD's Customer Engagement Implementation 26

QAD's Customer Engagement Implementation - Objectives • • Deliver business outcomes Employ consistent method and process Utilize best practices Effective and efficient use of resources 27

QAD's Customer Engagement Services Models Engagement Models Service Offerings Delivery Model Life Cycle Consulting Plan QAD Advisory Services Design QAD & Subcontractor Quality Assurance Implement QAD Partner Expert Skills Manage Independent 28

QAD's Customer Engagement Easy On Boarding (EOB) • • Industry process maps Deliverable templates Preconfigured data Initialized environment Data loads Work aid templates Acceptance scripts 29

QAD's Customer Engagement Process Conduct Discovery Meetings Conduct Vision Workshop Business Objectives, Areas of Focus and Alternatives Deliver Q-Scan Assessments Business Case and ROI Deliver Implementations Monitor Results 30

QAD's Customer Engagement Summary • Collaboration • Prioritize actions • Leverage your QAD investment 31

QAD's Customer Engagement Case Study 32

QAD's Customer Engagement Case Study • • • QAD Customer since 2006 Upgrade to EE Focus on roll outs and go lives Challenging implementations IT treated as cost 33

QAD's Customer Engagement CIO Objectives • • Shift focus: Cost Value Position IT as an Enabler Identify and show business value Deliver and measure results Denver Hong Kong 34

QAD's Customer Engagement Approach • • Document business objectives Tie projects to specific objectives Identify impact and timing Determine metrics and approach to monitor 35

QAD's Customer Engagement Conclusion 36

QAD's Customer Engagement Delivering the Effective Enterprise “Where all business process are aligned, working at peak efficiency, and delivering the strategic goals of the organization. ” 37

QAD's Customer Engagement Process Conduct Discovery Meetings Conduct Vision Workshop Business Objectives, KPI Areas of Focus and Alternatives Deliver Q-Scan Assessments Business Case and ROI Deliver Implementations Monitor Results 38

QAD's Customer Engagement Questions & Answers Dan Blake Consultancy Development Director, QAD db 5@qad. com 39