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QAD .NET UI – Keeping it Simple. Stacy Elwood, BravePoint (with help from Bart Wardzinski, Lear Corporation) MWUG March 2010. Agenda. Introduction Top Business Challenges Process Maps Browses Browse Collections Simplified/Configured Screens Q & A Next Steps.

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Qad net ui keeping it simple

QAD .NET UI – Keeping it Simple

Stacy Elwood, BravePoint

(with help from Bart Wardzinski, Lear Corporation)

MWUG March 2010


Agenda
Agenda

  • Introduction

  • Top Business Challenges

  • Process Maps

  • Browses

  • Browse Collections

  • Simplified/Configured Screens

  • Q & A

  • Next Steps


Top business challenges

Implementing Common or Standard Processes

The “Need for Speed”

Knowledge Attrition

Maintaining Data Integrity

Staying current

Budget

Top Business Challenges


How lear and other companies are meeting these challenges with qad net ui

Process Maps

Browses

Browse Collections

Simplified/Configured Screens

How Lear and other companies are meeting these challenges with QAD .NET UI


Process maps
Process Maps

What they are:

Visual process displays

Contain links to necessary screens or reports

Contain links to training materials

Benefits:

Reduce training time

Promote common “ways of working”

Promote enforcement of disciplines

Daily tasks, weekly tasks, monthly tasks

Ability to share “the big picture”


Example 1 generic process maps
Example #1: Generic process maps

Sample of a QAD provided “top level” map


Example 2 lear s roles based approach
Example #2: Lear’s “Roles Based” approach

  • Roles Based Process Map MAIN MENU

  • This MAIN MENU appears when users sign on

  • OBJECTIVE: Organize the process maps and tasks (daily, weekly, monthly, as-needed) into a Roles based format

  • BENEFIT: Reinforces training and reduces time searching for procedures related to business process


Example 3 roles for functional areas
Example #3: Roles for functional areas

Goal is to promote discipline by clearly showing “regular” tasks

Daily task, weekly tasks , monthly tasks , and “as-needed” tasks


Example 4 daily tasks for customer service
Example #4: Daily tasks for customer service

Objective

List the tasks (left hand column)

Show boxes for each step

Provide links to training materials

Task

Steps to accomplish each task

Training

….

TOOL Tip function to show brief text describing option


Example 5 applying the swimlane concept

Swimlane objectives

Show tasks done by multiple people

Show sequence of tasks

Show “hand-off” to next person

Example #5: Applying the swimlane concept

Additional Lear objective

Reduce training time

Links to training materials

Links to potential problems


Links to training materials on process maps
Links to training materials on Process Maps

Objectives:

Provide links to short, “task specific” training materials

Provide training on potential problems to watch for


Browses
Browses

Problem: Too many custom reports; too much paper

Large portion of custom code is for reports

Too many “ream size” reports

Solution: Use Browses in place of reports

Benefits for IT

Single browse can replace multiple reports

Benefits for users

Ability to sort, filter, hide data

Single click dump to Excel or PDF

Higher productivity (less re-typing)

More efficient to view data in electronic form

“One Click” to update or correct the data


Browse sample
Browse – sample

  • Single browse can replace multiple reports (sorts, criteria, etc)

  • Single click extract to Excel and PDF

  • More efficient to review data on screen than printed (reduce re-typing)

  • One click go to update or correct the data


Browse collections
Browse Collections

What they are:

Browses linked together on one screen

Benefits:

Shows all the relevant data on the same screen

Quick ‘drill-down’ to related information

Create one version of the truth


Simplified configured screens
Simplified/Configured Screens

What they are:

Screens tailored to match your business process

Benefits:

Fields that are not used can be hidden to save keystrokes

Fields can be required

Different templates allow sensitive information to be controlled by user group



Next steps keep it simple kiss

Keep everything in one place

IT has fewer “one-off” requests to handle

Share information

Streamline your business

Next Steps – Keep it Simple (KISS)


Thank You!

Stacy Elwood

[email protected]


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