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QAD Business Intelligence

QAD Business Intelligence. MWUG Tuesday March 20, 2011. Midwest User Group. QAD Business Intelligence . Similar terms: “Performance Mgt”, “Data Warehousing”…it’s Analytical vs Transactional… Complete rewrite – worked with experts in the field and customer feedback to create latest version

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QAD Business Intelligence

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  1. QAD Business Intelligence MWUG Tuesday March 20, 2011 Midwest User Group

  2. QAD Business Intelligence Similar terms: “Performance Mgt”, “Data Warehousing”…it’s Analytical vs Transactional… Complete rewrite – worked with experts in the field and customer feedback to create latest version Focus was not so much on charts and graphs – that’s what the tool does – but on enabling organizations to make better decisions! Improve the ability to see the data, data, data that you already have

  3. Regardless of your business or the product you make… …the goal is to run your business based on facts, not guesses

  4. Operational Data • Report Writing is Complex • Multi-system Reports Hard or Impossible • Historic Data Access / Availability • Spreadsheet Building Time / Effort / Errors

  5. Metrics • Cash Flow Analysis • Customer & Product Profitability • Sales Plan vs Forecast • Inventory Turnover • On-time Delivery in Full • Trending

  6. Areas for Investigation 6 • Which customers & products have the greatest profitability? • What is the right “mix” of products to sell? • How are discounts impacting us? • What trends are occurring concerning costs? Profitability? • Where are the greatest opportunities to reduce Cost of Goods Sold? • What reps, products, operations are performing according to plan?

  7. Evolution • Decision Support • QAD BI 1.0 • QAD BI 2.0 • QAD BI 3.0 Release 3.5 … QAD BI Mobile

  8. iPad To help take decision making to more people Unlock more of your data to others… …even while not at your desk

  9. QAD BI - Mobile • iPad • Native App • Android & Windows Phone • No native App • Can access standard BI Portal in web browser if device supports Flash • iPhone & Blackberry • Not Supported today 9

  10. Evolution Introducing BI 3.6 for March 2012 Release • Addition of prepackaged module for Manufacturing data Decision Support QAD BI 1.0 QAD BI 2.0 QAD BI 3.0 QAD BI 3.5

  11. QAD BI: On Demand 11 • QAD BI is available On Demand • When BOTH ERP and BI are On Demand • QAD BI is NOT available On Demand • When ERP is On Premise

  12. BI’s Role in your Organization Matching Need To Solution Executives CEO, CIO, CFO • QAD Business Intelligence • - Long term trend analysis • Both QAD and non-QAD data • Easy access (web, mobile) Strategic Dept. Managers Finance, Sales,... Tactical • QAD Enterprise Applications • Inquiries & Standard Reports • Operational Metrics • Reporting Framework • Browses & Collections Operational Operations Prod. Mgr, Planners Warehouse, Staff

  13. Closed-Loop Decision-Making Measure Business State Implement Gather Data Model V3.6 Analysis Collaborate V3.3

  14. QAD BI 3 – Components • QAD Data Warehouse Designer • Consolidate into a single warehouse optimized for simple, fast access • QAD and non-QAD data sources • Uses MS SQL Server and Analysis Services for Data Warehouse • Modules • ERP “aware” streamlines access to current and historical QAD ERP data • Extensible to support non-QAD data sources • Collaborative Portal • Easy to use and create dashboard and reporting environment • Optional 3rd Party: Cognos or other BI or Reporting solution • Can provide advanced capabilities beyond the QAD BI Portal

  15. DataAnalysis Collaborate…people look at things from different perspectives… 15

  16. Collaborate Email Collaboration Forum Collaboration

  17. To the Solution…. … Let’s be a business user…

  18. Customer Value Capital Safety offers the broadest line of fall protection equipment, rescue and confined space products. • Have 12 separate data bases • Wanted consistent global BI platform • Wanted ability to use budget excel spreadsheets as data sources • Taking advantage of Regional Currencies in BI to view several countries in one currency • Rolled out first region in 5 weeks

  19. QAD BI helps with 4 Business Pressure Points • Revenue Enhancement • Improved Risk Management • Cost Containment • Operational Control

  20. QAD Proprietary

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