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QAD - Business Intelligence Platform MWUG – Presentation by Capital Safety Mike Booke – Global VP of IT Andy McDonald –

QAD - Business Intelligence Platform MWUG – Presentation by Capital Safety Mike Booke – Global VP of IT Andy McDonald – Solutions Analyst. Measures. Topsight. Insight. Hindsight. Foresight. Detailed, consistent data & Shared process models. BI’s Role. Executives CEO, CIO, CFO.

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QAD - Business Intelligence Platform MWUG – Presentation by Capital Safety Mike Booke – Global VP of IT Andy McDonald –

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  1. QAD - Business Intelligence Platform MWUG – Presentation by Capital Safety Mike Booke – Global VP of IT Andy McDonald – Solutions Analyst

  2. Measures Topsight Insight Hindsight Foresight Detailed, consistent data & Shared process models

  3. BI’s Role Executives CEO, CIO, CFO QAD Business Intelligence 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

  4. Business Users BI Solution Documentation Scheduler Operators Developers Meta Data Repository Database Modelling Re-Format Data Financials Sales CRM HR Other

  5. Agenda Reporting current state BI platform goals and objectives Managing cultural change Implementation lessons and success Summary

  6. ReportingCurrentState • Dashboard only offers canned reports • Reports are focused on individual customer data • Several different legacy technologies (PHP, MySQL, Fusion Charts, SSRS, WebSpeed) • Dynamic reports / queries are not supported • Data not consolidated among 12 separate QAD databases • Manual consolidation takes days each month

  7. BI Platform Goals and Objectives • Consistent global reporting platform • Improved dashboard with • Graphical action-oriented reporting • Drill down for non-expert users • Power user ability to easily generate queries without IT intervention • Ability to consolidate from QAD internal and external sources • Attach Excel spreadsheets as data sources • Budget by different regions, and product lines • Also Rep number security

  8. ManagingCulturalChange “Technology is easy, it’s the people that are hard.”… Mike Booke • Prior dashboard effort failed due to: • Involve the global business • Currency was an issue, all were base currency only • Lack of confidence in the reports • No Change Management focus

  9. Managing Cultural Change (cont.) “Technology is easy, it’s the people that are hard.”… Mike Booke • Current change initiatives • Global Steering Committee of key global stakeholders • Major milestone review for all global regions • Roll-out by region (Europe, Pac Rim, Americas) • Data cleansed and reports validated by regional stakeholders

  10. View of 2 reps

  11. ImplementationLessons • Plan on regular workload preventing stakeholder participation • Dashboards / reports are difficult to visualize • Use graphical examples • Consider drill down and management views • Scope creep will be inversely proportional to current reports available • Don’t launch a dashboard on the first day of the fiscal year

  12. ImplementationSuccess • QAD data mappings minimized the biggest risk in BI projects • Data mapping is accurate and minimizes cleansing • Module (cube) design consistent with QAD data fields • QAD Data Warehouse Designer facilitated dashboard objectives • Graphical action-oriented information • Ease of use drill down

  13. BusinessSuccess • Salespeople and executive management have easy access to more information than ever before • Daily consolidated sales vs. monthly • Graphical action oriented sales and product dashboards • Trend graphics and data • Product heat maps for cross-sales opportunities

  14. Executive Dashboard • Regional Currency customization • UK - British Pounds – base currency • Rest of Europe – Euros – base currency • Corporate currency is USD • Solution is regional currency of Euros • Monthly exchange rate

  15. Executive Dashboard

  16. ExecutiveDashboardLevel2

  17. ExecutiveDashboard(cont.)

  18. ProductSalesHeat-Map

  19. Open Quotes Grid with Drill-Down

  20. Summary “Technology is easy, it’s the people that are hard.”… Mike Booke • Manage cultural change • Include key management stakeholders in: • Requirements, • Dashboard design, and • Implementation • Utilize user stakeholders in data validation

  21. Summary (cont.) • QAD BI Platform minimizes risk over non-QAD tools • Data mapping is accurate and minimizes cleansing • Module (cube) design consistent with QAD data fields ensures report data integrity • Easy to use Designer facilitates stakeholder adoption

  22. Summary (cont.) Rolled-out first region in 5 weeks compared to >18 months for SAP / Business Objects at former company Salespeople and management have easy access to more information than ever before

  23. Ensuring Adoption • Drive change from the top down • Define meaning of Business Intelligence • Focus on the right metrics • Keep it simple and grow • Get it out to the users early

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