QAD Product Configurator Integration with OpenRules · Make To Order at Scale and Factory of the...
Transcript of QAD Product Configurator Integration with OpenRules · Make To Order at Scale and Factory of the...
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QAD Product ConfiguratorIntegration with OpenRulesJoe St. Clair, Saint-GobainJonathan Fitchett, QAD
May 9, 2019
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Safe HarborQAD Product Configurator Integration with OpenRules
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This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are subject to significant risks and uncertainties. Actual results and events may differ materially from those set forth in these forward-looking statements. These risks and uncertainties are detailed in QAD’s SEC filings, including its latest Annual Report on Form 10-K and in particular the section titled “Risk Factors” therein and other periodic reports subsequently filed by QAD with the Securities and Exchange Commission.
This presentation contains references to certain financial measures that have been adjusted to exclude certain expenses and other specified items. These financial measures differ from comparable measures calculated and presented in accordance with accountingprinciples generally accepted in the United States of America (“GAAP”) in that they exclude unusual or non-recurring charges, losses, credits or gains. Management believes that financial presentations excluding the impact of these items provide useful supplemental information that is important to a proper understanding of the Company’s results. These presentations should not be viewed as a substitute for results determined in accordance with GAAP, nor are they necessarily comparable to non-GAAP financial measures presented by other companies.
This presentation 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.
QAD undertakes no obligation to update forward-looking statements.
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IntroductionsQAD Product Configurator Integration with OpenRules
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Joe St. ClairBusiness Systems Architect
Saint-Gobain
Jonathan FitchettSenior Product Manager
QAD
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AgendaQAD Product Configurator Integration with OpenRules
• Make to order at scale• QAD Configurator primer• Overview of the business problem• Decision process • Review of the solution• Results of the project• What’s next?• Questions and answers
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Make To Order at Scale and Factory of the FutureQAD Product Configurator Integration with OpenRules
•“The emphasis going forward will be on making to individual requirements, sometimes thought of as mass-customization, rather than high throughput, low variability mass production.”
•“Mass-customization is now entering the “DNA” of manufacturers”
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Why Make to Order at Scale?QAD Product Configurator Integration with OpenRules
• Customer expectations- Inexorable rise of the individual
• Point of differentiation- Others play catch up
• Because we can- Data Lakes and advanced integration- Flexible manufacturing process- Additive manufacturing- Advanced robotics- Enhanced design / response to product
evolution
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Do You Need Advanced Configuration?QAD Product Configurator Integration with OpenRules
• Catalog listing combinations of material, temperature range, size and capacity
• Different catalog options result in changes to complex BOM and Routing’s calculations
• Some combinations priced too low• Engineering is tightly engaged with front line
sales• CSR’s forget to ask key usage questions
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QAD ConfiguratorQAD Product Configurator Integration with OpenRules
Sales Rules• What and how
features can be selected
• Define a unique item or variant
• Active throughout the questionnaire
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Production Rules• How to
manufacture• Define a unique
BOM and Routing• Activate on “save”
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Typical Configurator FlowQAD Product Configurator Integration with OpenRules
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Routing and BOM
Sales Orderor CSS
QuestionnaireSave
Configuration
Updated Order
Work Order
Release To Work Order
Variant Item
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RoadmapQAD Product Configurator Integration with OpenRules
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Available now Future
Global Models
• Multi-language questionnaire
• Central model management
Global Orders
• EMT support• Streamlining
for large model management
Enhanced Cloud
Configuration
• QAD Web UI• Role based
user experience
Bundled Sales
• Selling complex kits,
sets and bundles of
products and services
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QAD Product Configurator Integration with OpenRules
Introduction
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QAD Product Configurator Integration with OpenRules
One of the top
industrial groups in the world with around 1,000 manufacturing
facilities
Operating in
countriesMore than
employees and 100+ nationalities represented
Created more than
years ago
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QAD Product Configurator Integration with OpenRules
Saint-Gobain Seals
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13 manufacturing facilities
In 14 countries
Approximately 1000 employees
We offer a diverse range of critical parts for extreme application conditions with the
following products:
More than 50 years as a global leader in designing and manufacturing high performance, sealing and polymer solutions.
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QAD Product Configurator Integration with OpenRules
• Engineered to order business• Increasing demand on engineering
Problem
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Request
Design
Quote Order
Drawing
BOM/Router
Produce/Deliver
Customer
Engineering
Internal Sales
Production
Reduce turnaround time for quotes
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QAD Product Configurator Integration with OpenRules
For our “standard” seal designs, implement the QAD Product Configurator to guide the selection of the seal design based upon customer provided requirements and automate the creation of a new item if an existing item match is not found
Proposal
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QAD Product Configurator Integration with OpenRules
• Documenting design rules• Building/developing the rules in to the
configurator• Maintaining design rules going forward
Challenges
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QAD Product Configurator Integration with OpenRules
• DMN – Decision Model and Notation• Industry standard (Object Management
Group)• Incorporates decision requirements
diagrams and decision tables• Geared to business analysts and users
Solution – Documenting Rules
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QAD Product Configurator Integration with OpenRules
Decision Tables
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DecisionTable DefineBackupDesignIf If Condition Condition Condition Then
Orientation SpcDesign Pressure Location Tmax BackupDesignHoriz Yes Design XHoriz <= X nullHoriz > Y Is One Of stem, static > 999 Design 1Horiz > Z Is One Of stem, static Design 1Horiz Design 2Vert = XX Design 3Vert Within (X, Y] Design 4Vert > YY > 999 Design 4Vert null
First product line generated 175+ decision tables
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QAD Product Configurator Integration with OpenRules
• Don’t…• DMN incorporates an executable
expression language (FEEL)• OpenRules is designed to read DMN
decision tables and FEEL• OpenRules is a fast, lightweight, cost
effective rule engine
Solution – Conversion to Code
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QAD Product Configurator Integration with OpenRules
• Engineering retains ownership of decision tables
• No need to train engineering on product configurator
• No dependency on IT to update configurator
Solution – Maintaining Design Rules
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QAD Product Configurator Integration with OpenRules
• Captures required decision inputs• Business logic layer within the questionnaire• Checks for existing product match• Integration with OpenRules to receive
product specifications (components, materials, dimensions)
• Creates new item, product structure, BOM, routing
Product Configurator
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QAD Product Configurator Integration with OpenRules
Product Configurator
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QAD Product Configurator Integration with OpenRules
Product Structure
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QAD Product Configurator Integration with OpenRules
• Time to produce a quote reduced from 3+ days to 30 min
Results
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Request
Design/Quote Order Drawing
BOM/Router
Produce/Deliver
Customer
Engineering
Internal Sales
Production
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QAD Product Configurator Integration with OpenRules
• Reduced order entry time• Item has been auto created• BOM/Routing has been auto created• Design auto created (Driveworks)
Additional Benefits
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QAD Product Configurator Integration with OpenRules
• Continue to expand product lines using this model
• Potential for customer self service• Make configurator available via CSS
What’s Next?
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QAD Product Configurator Integration with OpenRules
Questions and Answers
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Joe St. ClairBusiness Systems Architect
Saint-Gobain
Jonathan FitchettSenior Product Manager
QAD
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Breakout Session SurveyQAD Product Configurator Integration with OpenRules
Remember to take the breakout session survey for every session you attend,
for a chance to win an iPad each day of Explore.
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https://explore.qad.com/contests
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Thank You!QAD Product Configurator Integration with OpenRules
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www.qad.com©QAD Inc. 2019