QAD QADProprietary QAD Business Intelligence MMUG March 2010
QAD QADProprietary QAD Business Intelligence – MMUG – March 2010 Rob Cramer – Director, Business Intelligence
QAD Proprietary
Management Issues 5 Which customers & products have the greatest profitability? 5 What is the right “mix” of products to sell? 5 How are discounts impacting us? 5 What trends are occurring concerning costs? Profitability? 5 Where are the greatest opportunities to reduce Cost of Goods Sold? 5 What reps, products, operations are performing according to plan? QAD Proprietary
Better Decisions “The business enterprise of today is no longer an organization in which there a handful of “bosses” at the top who make all the decisions while the “workers” carry out orders. It is primarily an organization of professionals. . . exercising autonomous, responsible judgment. And every one of them -- whether manager or individual expert contributor -- constantly makes decisions which affect the economic characteristics and risks of the entire enterprise. ” Peter Drucker QAD Proprietary
Measure Business State QAD Proprietary
Reports & Browses/Collections QAD Proprietary
Closing the Loop Measure Business State Implement Gather Data Model Analysis Collaborate QAD Proprietary
Extract Transform Load to Data Whse QAD Proprietary
Perspectives QAD Proprietary
Dimensions & Facts & Modules QAD Proprietary
Analysis: Advanced Visualizations (Heat Maps) QAD Proprietary
Collaborate QAD Proprietary
GDSS Time/Place Environment Same-Time Same-Place (Most widely used GDSScomputers with projectors, voting tools) Different-Time Same-Place (audio/video conferencing, document sharing) QAD Proprietary Same-Time Different-Place (team room, tools, audio conferencing, screen sharing, chat) Different-Time Different-Place (voice mail, email, bulletin boards)
Implement QAD Proprietary
In conclusion… QAD Proprietary
BI 3. x Feature Roadmap Analytics June 2009 Beta 1 Tools Query Reporting Dashboards Financials Inventory EAM Sales & Channels Marketing Order Mgt Purchasing Operations -2 Services & Logistics Human Capitol Nov 2009 March 2010 Beta 2 Interface Designer Tools Operations -1 Sept 2010 Group Decision Support Features March 2011 Alerts & Basic Activity Monitoring Sept 2011 Scorecarding Sept 2012 Advanced Group Decision Support Features Decisional Workflow Sources QAD Proprietary Standard Edition Standard & Enterprise Editions Next Edition
Customer Experience QAD BI QAD Proprietary
Welcome John! Today is Wed. March 10 th, 2010 Daily Sales Update Graph: (Example with gauges) Month Quarter Daily News -Pat’s Daily Sales Update: 6/30/2009 -Daily Sales Report 6/30/2009 -Sales Leaderboard 6/30/2009 -Sales Ranking for June and Q 2 2009 -New Product Sales 6/30/2009 My Reports -My Sales by day (today) -Trended Sales Report (12 months) -Trained Doctors in my Region - Sales by Product by Account - My Initial Order history - My New Product Sales 6/30/2009 QAD Proprietary My Links -Arena Training -Articulate -Expense Reports -Emergency Stock -The Sinus Forum Activity Model Year
Acclarent’s Dashboard QAD Proprietary
QAD BI 3. 2 Program Status 5 Beta 1 test cycle complete 5 Beta 2 test cycle began in mid-November 5 Early adopters are implementing now: (5 Customers currently in various stages of implementation) – Financial Module (AR, AP, GL, ) – Order Management Module (Invoices, Bookings, Backlog, Shipments, Order performance) 5 Official controlled release March 2010 QAD Proprietary
Existing Customers 5 Minimal Customizations allowed (No greater than 10% of expected implementation time. ) 5 Willing for implementation to start mid-April or later 5 May be existing BI user but v 3. 2 install will be a new install. Customer must also understand that existing Cognos cubes cannot be converted. 5 Use of Cognos front end or QAD front end is optional 5 Willing to implement BI v 3. 2 within 30 days of receipt and allocate required resources to ensure completion of implementation by September 1, 2010 5 Current on maintenance for BI to upgrade 5 Willingness, after implementation, to act as reference site and possible case study 5 Customer clearly understands that they will be an Early Adopter and that the modules will be rolled out as per the road map of dates as attached 5 Customer realizes that patches or updates to the software may be provided through the early adopter phase. 5 Single version of MFG/PRO higher than e. B 2. 1 SP 4 but can be multiple databases QAD Proprietary
Summary 5 Open, enterprise-grade data warehousing platform 5 Complete integrated BI tool suite 5 Support for QAD and non-QAD source systems 5 Pre-integrated with QAD applications 5 Easily customizable and extensible 5 Rapid implementation 5 Low cost of entry, expansion, operation and customization QAD Proprietary 22
QAD Business Intelligence Product Presentation QAD Proprietary
Complete Integrated BI Tool Suite Browser-based delivery in an industry-standard portal framework Queries, reports, dashboards and scorecards using Flashbased visualization Customizable and extensible via QAD-supplied and customer-developed widgets QAD Proprietary
BI Portal QAD Proprietary
BI v 3. 2 Portal QAD Proprietary
More Detail by Territory. QAD Proprietary
By Sales Rep QAD Proprietary
Transaction Level Reporting QAD Proprietary
Manage by Exceptions QAD Proprietary
Heat Map QAD Proprietary
Drill Down in Colorado QAD Proprietary
Building Displays & Sorts QAD Proprietary
New Query QAD Proprietary
Drag to Query QAD Proprietary
Attribute Selection QAD Proprietary
More elements to query. QAD Proprietary
Drag to Filter QAD Proprietary
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New Query Results QAD Proprietary
Visual Display QAD Proprietary
Chart & Decimal Display QAD Proprietary
Save Chart to Dashboard QAD Proprietary
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Prebuilt Pivot Table QAD Proprietary
Expand with Graphics QAD Proprietary
Database Development QAD Proprietary
Dimensions & Table Definitions QAD Proprietary
Table Definition QAD Proprietary
Transformations QAD Proprietary
Staging Tables QAD Proprietary
Documentation QAD Proprietary
Track Diagram QAD Proprietary
View Linked Attribute Info QAD Proprietary
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