qad business intelligence caug october 10, 2011 bill wermes qad california user group

QAD Business IntelligenceCAUGOctober 10, 2011

Bill Wermes QAD California User Group

Navigate your oceans of data…

…with 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

QAD Business Intelligence

Regardless of your business or the product you make…

…the goal is to run your business based on facts, not guesses

• Report Writing is Complex

• Multi-system Reports Hard or Impossible

• Historic Data Access / Availability

• Spreadsheet Building Time / Effort / Errors

Operational Data

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

Metrics

• 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?

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Areas for Investigation

• Decision Support• QAD BI 1.0• QAD BI 2.0• QAD BI 3.0

Evolution

Release 3.5 …

Today

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

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“It is perfectly true that top management must have the final say, the final responsibility. But the

business enterprise of today is no longer an organization in which there are a handful of

“bosses” at the top who make all the decisions while the “workers” carry out orders. It is primarily

an organization of professionals...exercising autonomous, responsible judgment. And every

one of them -- whether manager or individual expert contributor -- constantly makes truly

entrepreneurial decisions, that is, decisions whichaffect the economic characteristics and risks of

the entire enterprise.”

Peter Drucker

QAD Business Intelligence- Long term trend analysis- Both QAD and non-QAD data- Easy access (web, mobile)

QAD Enterprise Applications- Inquiries & Standard

Reports- Operational Metrics - Reporting Framework- Browses & Collections

Operational

Tactical

StrategicExecutives

CEO, CIO, CFO

Dept. ManagersFinance, Sales,...

OperationsProd. Mgr, PlannersWarehouse, Staff

Matching Need To Solution

BI’s Role in your Organization

Closed-Loop Decision-MakingMeasure

Business State

Gather Data

Analysis

CollaborateV3.3

Implement

ModelV3.6

• 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

QAD BI 3 – Components

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BI Architecture… a graphical depiction of how QAD BI data warehouse works…

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BI Architecture- take a closer look at DW

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BI Architecture

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BI Architecture

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BI Architecture

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BI Architecture…automatically documents the transformation and provides “Trackback Diagrams”

DataAnalysis

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Collaborate…people look at things from a different perspective…

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Collaborate

Forum Collaboration

Email Collaboration

To the Solution….

… Let’s be a business user…

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

Customer Value

• Revenue Enhancement

• Improved Risk Management

• Cost Containment

• Operational Control

QAD BI helps with 4 Business Pressure Points

QAD Proprietary