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Easy On Boarding Overview QAD Enterprise Application Standard
Edition Dennis BarrettEtienne Ouvry
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QAD Proprietary
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What is Easy On-Boarding?
Industry-specific solutionsBuilt in Best PracticesPre-defined project scopePredictable costsShort implementation times
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It is a fast and affordable way for customers to implement QAD Enterprise Applications using:
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Easy On-Boarding - Objective Accelerated implementation of a standard solution Quick time to benefit Minimum effort delivery/cost possible Minimum functionality practical Implementation of QAD predefined processes and
configuration for a vertical Fixed fee Clearly defined Scope/Approach/Responsibilities Applicable to properly qualified opportunities Can be positioned as a complete implementation
or starting point for more complex implementation
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EOB Approach vs. Standard Approach
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EOB Approach Standard Approach
Utilizes standard industry process models
Utilizes customer-defined process model
Predefined configuration data Customer specific data and configuration
Reduced decision-making time Additional time for decisions
Guide client resources for basic tasks
Consultants perform basic tasks
Reduced time to benefit Longer implementation for customized solution
What is your Business Driver?
Basic or Custom?
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EOB Toolbox Industry Best Practice – Using Process Maps
All Deliverable TemplatesPreconfigured Static DataReadily Initialized Environment– On Demand– On Premise Option
Customer Data Load Facilitation ToolsWork Aid TemplatesAcceptance testing scripts
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TeamElaine MarshmanCarol CvitkovichTerry OnicaDave DoyleBrian KuruczDante VendittiMike PolelleDennis BarrettEtienne Ouvry
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Preconfigured Data (examples)Chart of Accounts (but adaptable)Generalized Codes (e.g., inventory status,
descriptions)User roles, groups and securityCountries, currencies, taxes, credit termsCalendarsNumber ranges, rounding
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EOB – Environment Initialization
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Initialize System with Predefined Static Data – non-transactional data that is required by the system on an ongoing basis and is relatively “static”, or does not change on a day-to-day basis
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EOB – Environment Initialization
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Guided Entry of Customer Specific Static Data
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EOB – Environment Initialization
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Guided Entry of Customer Specific Static Data
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EOB – Environment Initialization
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Guided Entry of Customer Specific Static DataSome Pre-defined but Customer changeable with automated maintenance of behind the scenes controls
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Company Specific Data (examples) ItemsCustomersSuppliersBOMsRoutings
Open BalancesOpen Transactions
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EOB – Customer Data Load Tools
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Data Load Tools – Data Groups:•Customer Data•Supplier Data•Item Data•Work Orders•Sales Orders•Purchase Orders•General Ledger
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EOB – Customer Data Load Tools
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OPTIONAL Data Source XLSX w/ Data Mapping Definitions
Date Source CSV for Customer Data Prep
for Direct Import to QXtend Inbound Tools
EOB Templates for Import through QXtend Inbound
QAD EA System
OPTIONAL
Auto. Pull
Validated
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Other EOB – Knowledge Tools
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Process Maps Process Workbook
Scope & Mgmt Definition
Project Plan Validation Scripts Work Aids
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Other EOB – In Scope Deliverables5 Standard Forms with Customer Logo– Purchase Order– Sales Order Acknowledgement– Invoice– Bill of Lading– Check– Picklist/Packing Slip
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Other EOB – In Scope DeliverablesEDI Transactions for 2 Trading Partners– 830/DELFOR – Inbound from customer, data
integrated into QAD system– 862/DELJIT– Inbound from customer, data
integrated into QAD system– 824/APERAK – Inbound from customer, data
not integrated but forwarded to printer/email for reporting purposes
– 861/RECADV – Inbound from customer, data not integrated but forwarded to printer/email for reporting puposes
– 856/DESADV - ASN Outbound to customer
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Industry Process Maps delivered with EOB
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Project Deliverables
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Project Approach
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Implementation Timeline
Planning Workshop
Review methodology
High level pkg tra ining
Review process maps
Data Cleansing and Migration
Data load sheet tra ining
Customer cleanses data
Cust provides formatted data to QAD
Build Model
Bui ld environment
Set control fi les
Load confi guration data
Confi rm envi ronment
Fina l i ze BSD and process model
Load data
Confi rm scripts
Conduct initial tests
Fina l i ze documentation
Train, Test and Accept
Conduct end-user tra ining
Perform acceptance tests
Develop cutover plan
Execute cutover plan
Go Live!
Provide post-implementation support
Week 6 Post-liveACTIVITY Week 1 Week 2 Week 3 Week 4 Week 5 Week 7 Week 8
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Modular Approach
Base Model(On Demand)
Auto Process
CPG Process
Life SciencesProcess
IndustrialProcess
Standard ExtensionsEDI, Reports, Integration, Users, On Premise
Non-Standard ExtensionsAdditional Modules, Sites, Customizations
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Easy On Boarding Overview
THANK YOU