qad's customer engagement dan blake consultancy development director, qad qad explore 2012

QAD's Customer Engagement

Dan BlakeConsultancy Development Director, QAD

QAD Explore 2012

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The following is intended to outline QAD’s general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, functional capabilities, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functional capabilities described for QAD’s products remains at the sole discretion of QAD.

Safe Harbor Statement


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• QAD’s Customer Engagement- Discovery- Vision- Q-Scan- Implementation

• Case Study

Agenda


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QAD’s Customer Engagement


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ConductDiscoveryMeetings

ConductVision

Workshop

DeliverQ-Scan

Assessments

DeliverImplementations

Effective Enterprise Goals

Effective EnterpriseDesign

Effective EnterpriseImplement

Customer Engagement Process


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Effective Enterprise Goals


Vision Strategy

Goals

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• Collaboration- Supporting your planning process with industry

expertise - Understanding your business objectives - Develop alternatives to achieve objectives

• Supporting prioritizing - Establish business case for investments- Focus on outcomes with metrics

• Leveraging your investment - Align business objectives with QAD solutions

Value of Customer Engagement Process


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“An Effective Enterprise is one where every business process is working at

peak efficiency and perfectly aligned to the company’s strategic goals.”

Delivering the Effective Enterprise


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Better ROIHigher Cost of

Operations

Optimal ROI

Efficient TCO

Effective Business

Performance

Poor ROIHigh TCO

Higher Cost of OperationsU

se o

f Fu

nct

ion

alit

y

Alignment of Business Process

Optimizing Solution Alignment


Sub Optimal ROI

Higher TCO

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• Understand your business- Objectives- Strategies- Challenges

• Leverage our- Experience- Expertise

• Alignment on- Direction - Strategy

• Relevant and pragmatic engagement

Collaborate with QAD


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Discovery


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• Align on business strategy and objectives• Assess use of existing QAD investment• Identify quick wins, solution or process

Discovery Meeting Objectives


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• QAD Provides- QAD Business Consultants- Understand your industry- Vast experience in QAD Solutions

• Timing- Annual review- Collaborative scheduling- Effective and efficient use of your time

Discovery Meeting


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• Collaborate on schedule and timing• Interview key personnel• Assimilate previous QAD Engagements

- Q-Scans- Implementations

• Understand strategic objectives• Consolidate findings• Develop alternatives

Discovery Meeting - Process


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• Solution Assessment- Solution alignment with business goals- Functionality needed to meet objectives- Performance against key metrics- Effective use of existing investment- Growth opportunities- Identify quick wins, implement now!

Discovery Meetings - Outcomes


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Visions


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• Present findings to senior executives• Discuss alternatives to meet objectives• Prepare and agree on action plan

Vision Objectives


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• Collaborate with your team - Identify opportunities for improvement

• Focused on - Business processes enhancements, - Deployment of solutions to support business

gaps - Supplemental solutions training- Infrastructure optimization- Deployment options

• Recommendations for moving forward - Top areas for deeper analysis - Q-Scan

Vision Workshop


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Vision Deliverables


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Alignment with QAD Solutions


Strategy GoalsVision Processes Solutions

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Q-Scans


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• Structured Process- Cooperative- Time-bound- Standard set of deliverables

• Detailed Review of Focus Area(s)- Confirmation of impact- Solution design- Plan for delivery- Cost and benefit analysis

Q-Scan - Objectives


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Q-Scan Assessments


General Process EnableComplianc

eUpgrade /

Deployment

Performance Monitoring

Technical

Analytics

Learning

KPI

Design

Engage

Plan

Make

Source

Deliver

Service

Finance

Transportation

Asset Management

EDI

Lot/Serial Tracking

Configured Products

Projects

Warehousing

FDA Validation

MMOG/LE

IFRS

Sarbanes Oxley

21 CFR Part 11

BPM

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Q-Scan – Scope and Deliverables


Confirm Scope

Focus Areas

Interview Schedule

Perform Discovery

Process Analysis

Current Practices

Metrics & KPI’s

Present Findings

Group Presentatio

n

Best Practice

Solutions

Executive Summary

Provide Detailed Report

Solution Overview

Value Assessment

Implementation Plan

Implementation Cost

Typical - 2 Consultants – 5 Days

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• Assessment Findings• Detailed report• Business outcomes• Solution recommendations

• Implementation Plan• Strategic Benefits• ROI and value release• Timeline• Resource requirement

Q-Scan Findings Report


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Implementation


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• Deliver business outcomes• Employ consistent method and process• Utilize best practices• Effective and efficient use of resources

Implementation - Objectives


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Services Models


Engagement Models

Life Cycle Consulting

Advisory Services

Quality Assurance

Expert Skills

Service Offerings

Plan

Design

Implement

Manage

Delivery Model

QAD

QAD & Subcontracto

r

QAD Partner

Independent

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• Industry process maps• Deliverable templates• Preconfigured data• Initialized environment• Data loads• Work aid templates• Acceptance scripts

Easy On Boarding (EOB)


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ConductVision

Workshop

DeliverQ-Scan

Assessments


Business Objectives,

Areas of Focus and

Alternatives

Business Case and ROI

Monitor Results



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• Collaboration • Prioritize actions• Leverage your QAD investment

Summary


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Case Study


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• QAD Customer since 2006• Upgrade to EE • Focus on roll outs and go lives• Challenging implementations• IT treated as cost

Case Study


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• Shift focus: Cost Value• Position IT as an Enabler• Identify and show business value• Deliver and measure results

CIO Objectives


Denver

Hong Kong

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• Document business objectives• Tie projects to specific objectives• Identify impact and timing• Determine metrics and approach to

monitor

Customer Engagement Approach


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Conclusion


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“Where all business process are aligned, working at peak efficiency, and

delivering the strategic goals of the organization.”

Delivering the Effective Enterprise


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ConductVision

Workshop

DeliverQ-Scan

Assessments


Business Objectives, KPI Areas of Focus and

Alternatives

Business Case and ROI

Monitor Results



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Dan Blake Consultancy Development Director, [email protected]

Questions & Answers


qad's customer engagement dan blake consultancy development director, qad qad explore 2012

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qads products

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business objectives

qad business consultants

business case

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