Building Blocks for the Effective Enterprise MWUG Fall 2013 Pam Lopker President and Founder.
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Building Blocks for the Effective Enterprise MWUG Fall 2013 Pam Lopker President and Founder
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Transcript of Building Blocks for the Effective Enterprise MWUG Fall 2013 Pam Lopker President and Founder.
Building Blocks for the Effective Enterprise
MWUG Fall 2013
Pam LopkerPresident and Founder
2013.1
2
Financials
Service &
Support
I19Analytic
s
Demand &Supply Chain
Planning
CustomerManagement
EDI
QualityField
Services
TMS
Manufacturing
Supply Chain
Execution
BPM
EAM
Complete Suite
3
Financials
Service &
Support
I19Analytic
s
Demand &Supply Chain
Planning
CustomerManagement
EDI
QualityField
Services
TMS
Manufacturing
Supply Chain
Execution
BPM
EAM
QAD Enterprise Applications 2013
4
Demand & Supply Chain Planning
DemandPlanning
Integration KPI’s Web Access & Collaboration
Buy Manufacture Deliver Sell
Op
era
tion
al
Ta
cti
cal
Str
ate
gic
Master Planning(Network & Inventory Optimization)
Distribution Planning
ProductionPlanning
ProcurementPlanning
Sales & Operations Planning
Su
pp
lier
Cu
sto
mer
5
Financials
Service &
Support
I19Analytic
s
Demand &Supply Chain
Planning
CustomerManagement
EDI
QualityField
Services
TMS
Manufacturing
Supply Chain
Execution
BPM
EAM
QAD Enterprise Applications 2013
6
Complete Quality Solution
APQP/PPAP
Calibration
CAPA & NCR
Projects
DocumentControl
FMEA RiskAssessment Analytics
Inspection & SPC
QualityManagement
Training
QualityControl
Certificatesof Analysis
Attributes &RecordingWork Order
Integration
7
Enterprise
Financials
Collections
UI Versio
ns
Reports
Browses
Collections
Ops Metrics
i19 Artifac
ts
Bank Drivers
UI Versio
ns
Business Functionality
BPM Flows
Agility
Enterprise
Financials
8
Truly Global
9
10
I19 Primary Country Status – 47 Countries
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??00101101?011111000100101010101000101??10011111010010101111111110110?????1010101011100101010?0???00101101?011111000100101010101000101??10011111010010101111111110110?????1010101011100101010?0???00101101?011111000100101010101000101??10011111010010101111111110110?????1010101011100101010?0???0101101?011111000100101010101000101??10011111010010101111111110110?????1010101011100101010?0???0101101?011111000100101010101000101??10011111010010101111111110110?????1010101011100101010?0???00101101?011111000100101010101000101??10011111010010101111111110110?????1010101011100101010?0???00101101?011111000100101010101000101??10011111010010101111111110110?????1010101011100101010?0???00101101?011111000100101010101000101??10011111010010101111111110110?????11101010110????1110101000??00100101101?011111000100101010101000101??10011111010010101111111110110?????1010101011100101010?0???0101101?011111000100101010101000101??10011111010010101111111110110?????1010101011100101010?0???00101101?011111000100101010101000101??10011111010010101111111110110?????1010101011100101010?0???00101101?011111000100101010101000101??10011111010010101111111110110?????1010101011100101010?0???
Information, not Data
11
Customer Service Manager
12
Role-based Dashboards
AR Clerk
Role-based Dashboards
13
14
Sales and Marketing Manager Sales Representative
Customer Service Manager Customer Service Representative
Customer Support Manager Customer Support Representative
Pricing Manager Buyer
Inbound Material Handler Outbound Material Handler
Purchasing Material Planner Production Material Planner
Production Scheduler Master Scheduler
Shop Floor Operator Shop Floor Controller
AR Clerk AR Clerk
Financial Controller Fixed Asset Manager
Pre-defined Dashboards in Sept 2013
Role-based Dashboards
Customer Service Collection
Role Based Collections
15
16
Sales Quotes Sales Quote
Sales Quote Price
Related ReportsSales Quote Bill Sales Quote Sales Quote Print
Scheduled Orders Scheduled Orders by Customer
Customer Schedule Price List Invoice History Customer Plan Schedule Customer Ship Schedule Customer Ship Schedule Variance Required Ship Schedule
Related ReportsCustomer Scheduled Order Schedule Sequence Schedule Shipment History Customer Schedule Price List
Items Item
Sales Order Detail Sales Quote Detail Consignment Inventory Usage Inventory Detail by Item Item Replacement Up/Cross Sell
Related ReportsSales Order by Item Sales Quote by Item Consignment Inventory Consignment Inventory by LocPrice Lists by Item
Sales Orders Sales Orders
Sales Order Credit Browse Sales Order Price Browse Invoice History Browse
Related ReportsSales Order Orders to Ship Sales Order Bill Consignment Inventory Sales Order PrintInvoice History Backlog/Missed Shipment
Customer
Customer
Contacts
Customer Ship-To
Customer Sales Quote
Sales Quote Detail
Customer Sales Orders
Sales Order Detail
Sales Quantity by Month
Sales by Customer
Sales by Customer/Item
Customer Scheduled Order
Related Reports
Sales Order
Sales Quote
Orders to Ship
Customer History
Backlog/Missed Shipment
Invoice History
Price Lists by Customer
Customer Service Collection
Role Based Collections
17
Sales Management Sales Representative
Customer Service Manager Customer Service Representative
Service Dispatch Customer Support Representative
Pricing Manager Contract Administration
Shipping Warranty Administration
Tech Support Buyer
Inbound Material Handler Outbound Material Handler
Purchasing Material Planner Production Material Planner
Production Scheduler Master Scheduler
Shop Floor Operator Shop Floor Controller
Pre-defined Collections in Sept 2013
Role-based Dashboards
18
QAD BI Analytical
Areas
FinancialsOrder
ManagementOperations
Enterprise Asset
Management
General Ledger
Accounts Receivable
Accounts Payable
Invoices
Bookings
Shipments
Inventory Control &
Management
Direct Materials
Purchasing
Plant Maintenance
Shipping Performance
Capacity Planning &
Control
FinancialsOrder
ManagementOperations
Enterprise Asset
Management
Transportation Management
BI for Order Management
Current BI Modules
Now supports customer Schedule KPI’s
Exciting Functionality
19
20
Process Transport
Grow SellWarehouse
Consume
-Serialization - Track & Trace Early Adaptor
21
QAD Serialization, Track & Trace
• A Unique Identification Number
What is Item Serialization?
QAD Serialization, Track & Trace
• Packaged Inventory using a unique ID
What is License Plate Inventory?
23
QAD Serialization, Track & Trace
• Framework for capturing parameters and data relevant for quality control at all points in material flow including:- Inbound receipts- Outbound shipments - Production transactions- Streamlines inspection activities with material
handling and shop floor activities- Simplifies regulatory compliance- Simplifies product recalls
• Design Change• Adverse events management
QAD Item Attributes Early Adaptor
24
25
• Extends item data management- Define item attributes- Manage attributes and &
specifications for items- Manage specifications at
order level to qualify materials
- Validate inbound & production receipts
- Select & validate goods to issue
- Full track & trace with lot attributes
Item Attributes
QAD Item Attributes and Quality Control
26
• Test specifications, test records, quality orders
• Supports:- Multiple tests for an item - Multiple test records for
an order or operation
• Quality order/events automation
• Certificate of Analysis
Quality Control
QAD Item Attributes and Quality Control
27
Powerful Promotion Planning Automated Claims Processing Efficient Deduction Resolution Tight Integration with Financials Robust Reporting/Analytical Tools
Trade Promotion Management Early Adaptor
Powerful Promotion PlanningTrade Promotion Management
29
QAD’s Business Process Management (BPM) Early Adaptor
• Model the process you follow
• Automate, monitor & manage
• Collect process execution metrics
• Improve process agility• Facilitate optimization
Traditional Application
BPMS Application
QAD Web Warranty Claims Management JD
30
Warranty Contracts
& Analytics
Claim Submittal
Claim Processing
Claim Review & Payment
Parts Usage & Return
Supplier Warranty
Quality
Web, e-mail, fax, other
ValidateApprove / Reject
Buy/SellMaterial TransferRMA
WorkflowCredit MemoA/P
Corrective Action
Vendor recovery, collaborative quality & cost management
31
QAD Web Warranty Claims Management Joint Development
“Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract”
ExcitingEasy Better
32
