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					Planning Your Upgrade to QAD
            Enterprise Edition


        Romeo Sequeira- QAD
          Jeff Kohagen- QAD
                  Why Upgrade?


QAD Proprietary                  2
         Proactive Application Management
                                                               Competitive
          Regular Applications Value Reviews                   Opportunity



                                                              Practical Competitive
                                                                     Optimum
                    Competitiveness




                                                                 Status Quo
                                      Go Live   Periodic
                                                Application
                                                Refresh




                                                                    Competitive
                                                                      Erosion

                                                                Time

                  By harnessing the power of new technology,
                  you can achieve competitive advantage
                                                                                      3
QAD Proprietary
        Upgrade Cost Drivers
                         Can customizations   Can upgrade provide
                            be reduced ?      new business value?


                                                  Productivity




                               Cost




                  Business justification examines the overall impact to
                  your organization’s performance

                                                                          4
QAD Proprietary
         Benefits of Upgrading
        Take advantage of new functionality
        Reduce customizations
        Reduce operational costs
        Respond to globalization and
         consolidation needs
        Increase user productivity
        Ensure compliance
        Optimize application and system
         performance
        Drive lean principles throughout the
         organization

                                                5
QAD Proprietary
        Value of Upgrading




                  According to Aberdeen Group, Best-in-Class manufacturing
                  companies are 35% more likely than Laggard companies to
                             operate on a current version of ERP.

                                                                             6
QAD Proprietary
       global
       platform
                                   Munich                    domains
                                                             Shared Services
                   Washington                                Sarbanes-Oxley Compliance
                                            Tokyo            Enterprise Integration
                                                             Flexible global Deployment
                                                             Common Data
                                                             Global Governance
                                                             Interoperability & Integration
                  Rio de Janeiro




                                                    Sydney




                                                                                              7
QAD Proprietary
                  total enterprise
                  capability
                     Enterprise Resource Planning
                     Enterprise Asset Management
                    Product Lifecycle Management
                         Demand Management
                  Customer Relationship Management
                   Service and Support Management
                      Transportation Management
                   Product Information Management
                          Operational Metrics
                                                     8
QAD Proprietary
                  human
                  engineering
                    .NET User Interface
                       Data Access
                        Integration
                       Consistency
                           Roles
                          Process
                   Reporting Framework


                                          9
QAD Proprietary
       Recent Enhancements, New Modules




                                                                                                                              2007
          MANUFACTURING   JUST-IN-TIME   TRANSPORTATION   DESKTOP    SALES FORCE   .NET UI   MARKETING    QAD ENTERPRISE
          EXECUTION       SEQUENCING     MANAGEMENT       SHIPPING   AUTOMATION    2007      AUTOMATION   APPLICATIONS 2007
          WORKBENCH




                                                                                                                                10
QAD Proprietary
       Recent Enhancements, New Modules




                                                                                                                           2008
         GLOBAL       JUST-IN-TIME   ENHANCED   MOBILE    PRODUCTION   CONFIGURATOR   .NET UI   DEMAND       DISTRIBUTED
         ENTERPRISE   SEQUENCING     CONTROLS   FIELD     SCHEDULER                   2007      MANAGEMENT   ORDER
         EDITION                                SERVICE   WORKBENCH                                          MANAGEMENT




                                                                                                                             11
QAD Proprietary
       Recent Enhancements, New Modules




2008                                                                                                                         2009
         CUSTOMER       SERVICE &  FIED SERVICE   MOBILE    PROJECT       PRODUCT     REPORTING   OPERATIONAL   ENTERPRISE
         RELATIONSHIP   SUPPORT    SCHEDULER      FIELD     REALIZATION   INFORMATION FRAMEWORK   METRICS       FINANCIALS
         MANAGEMENT     MANAGEMENT                SERVICE   MANAGEMENT    MANAGEMENT




                                                                                                                               12
QAD Proprietary
       QAD Enterprise Applications
       Development
     2002          2005     March     September      March           September                April
                            2007        2007         2008              2008                   2009


                                                      QAD              QAD                  QAD
                                                     2008 EE         2008.1 EE             2009 EE
  MFG/PRO         MFG/PRO   QAD          QAD
    eB2            eB2.1    2007        2007.1
                                                      QAD              QAD                  QAD
                                                     2008 SE         2008.1 SE             2009 SE


                                QAD Standard Financials

                                      Shared Services Domains

                                                             QAD Enterprise Financials (EF)


                                                               QAD Internationalizations

                                                                                                      13
QAD Proprietary
        Two versions of QAD 2009
       QAD 2009 Enterprise Edition (EE)
                  – Includes Enterprise Financials
                  – Also includes enhancements in other areas of Enterprise
                    Applications, including Manufacturing & Distribution
                  – New UI Shell version
       QAD 2009 Standard Edition (SE)
                  – Includes Standard Financials (as in eB2.1)
                  – Equals QAD 2007.1 plus Service Packs
                  – New UI Shell version




                                                                              14
QAD Proprietary
        Two versions of QAD 2009
    Differences in add-on availability and versions of add-ons
    Enhancements only in Enterprise Edition
            – Internationalization
            – Unicode support
                • (compare SE & EE release notes)
            – Financial enhancements
                • Alternate chart of accounts
                • Trial balance view with drill down
            – Service & Support Management enhancements
                • Depot order functionality
                • Contact Center Collection

                                                                 15
QAD Proprietary
                     Upgrade
                  Considerations


                                   16
QAD Proprietary
     QAD 2009 EE Upgrade Considerations
             Business
             Implementation
             Technical
             Security
             Customization
              End of Session I

             Reporting
             Tools
             Training
             Financial / Regulatory
             Upgrade Plan
              End of Session II


QAD Proprietary
                    Business
                  Considerations


                                   18
QAD Proprietary
       Considerations
    Understand your objectives in upgrading
           – Reporting requirements
           – Business analysis requirements

    Measure baseline metrics before upgrade

    Degree of change management or managing
     change that will be required

    Is there a clear definition and understanding
     regarding shared services requirements ?


                                                     19
QAD Proprietary
       Business Considerations
       The amount of business process reengineering
        that is envisioned to support initiatives such as
        Lean, Shared services, etc.
                  –   Customer Service Applications
                  –   Support Operations
                  –   Accounts Receivable
                  –   Accounts Payable




QAD Proprietary
       Business Considerations
        General Ledger
                  –   New Reporting Structure
                  –   Format Positions Removed
                  –   Expanded Account Structure
                  –   Additional Setup
        Shared Services
                  – AP
                  – AR
        Costing
                  – No significant changes
        GTM
                  – No significant changes
        Business Relations
QAD Proprietary
    Business Considerations
       Is there an understanding of what new
        functionality is available or net change from
        legacy version?
       Will there be new features and functionality the
        business will be taking advantage?
                  –   Enhanced security
                  –   CRM
                  –   Lean manufacturing
                  –   PIM
                  –   Production schedulers
                  –   EAM
                  –   DOM or CSS
                  –   Configurator
                  –   Warehousing
QAD Proprietary
                  Implementation
                    Approaches


                                   23
QAD Proprietary
    Implementation Considerations
       Is this project considered a new implementation,
        technical upgrade or is it a reimplementation
                  – Will a business process assessment (BPA) be
                    required
                  – Will business process reengineering (BPR) be
                    required


       Is this project a “lilly pad” for another upgrade –
        If so, how can it be positioned for the next
        upgrade


QAD Proprietary
       Upgrade Scenarios
                  Technical Migration with data conversion

                                                       Small
                                    Data
                  Customization                       Process                Optimization
                                  Conversion
                                                      Changes


                  Technical Migration without data conversion

                                                       Small
                                     Data                                    Optimization
                   Conversion                         Process
                                     Load
                                                      Changes


                  Re-Implementation

                                                             Non-Intrusive    Data
                       Re-define Business Processes
                                                            Customizations    Load


                                                                                            25
QAD Proprietary
       Centralize/Standardize First
    QAD MFG/PRO                QAD 2007                          QAD 2009
    8.6, 9.0, eB, eB2   QAD 2008 Standard Edition            Enterprise Edition


           ERP            ERP
         Database       Database
          Plant 1        Plant 1




           ERP            ERP                   ERP                    ERP
         Database       Database             Database               Database
          Plant 2        Plant 2          Plant 1, 2 and 3       Plant 1, 2 and 3



           ERP            ERP
         Database       Database
          Plant 3        Plant 3


                                                                                    26
QAD Proprietary
       Migrate first to QAD 2009 Enterprise
       Edition, than Centralize and Standardize
         QAD MFG/PRO                    QAD 2009 Enterprise Edition
         8.6, 9.0, eB, eB2


                    ERP        ERP
                  Database   Database
                   Plant 1    Plant 1




                    ERP        ERP                                ERP
                  Database   Database                          Database
                   Plant 2    Plant 2                       Plant 1, 2 and 3




                    ERP        ERP
                  Database   Database
                   Plant 3    Plant 3


                                                                               27
QAD Proprietary
       Q-Advantage Implementation Methodology

                  Plan                   Design &                 Test &             Deploy &
                                         Configure         Implement
                                                               Accept           Manage
                                                                                     Evolve

                                   Complete Process
                                                                Train            Complete Final
              Kick-off Project       & Technical
                                                              End Users            Data Load
                                       Design

                 Agree on                                   Complete Data
                                                                                Execute Cut-Over
             Business Process       Train Core Team          Validation &
                                                                                      Plan
              Solution Design                              Functional Testing

                                 Build System, Scripts &   Complete System
             Agree on Project                                                     Post-Launch
                                   User Procedures &        & Performance
                 Controls                                                          Evaluation
                                      Convert Data             Testing

                                    Develop, Deliver            Conduct            Manage
             Agree on Project
                                        & Test                Stakeholder        Applications &
             Plan & Resources
                                    Custom Solution        Validation Session      Support

              Determine Core        Validate / Refine      Develop Cut-Over
                                                                                Adjust Core Model
              Model / Rollout            Solution           & Deployment
                                                                                  & Rollout Plan
               Requirements          via CRP Cycles            Strategy

                                      Communication & Change Management

                                          Program & Project Management
                                                                                                    28
QAD Proprietary
                    Technical
                  Considerations


                                   29
QAD Proprietary
      Technical Considerations

     Architectural
             – Number of databases
             – Number of domains
                • Options
                   – Single database with multiple domains
                   – Multiple databases with multiple domains
                   – Single database with single domain




QAD Proprietary
      Technical Considerations
       Database and domains considerations
                  –   Strategy for points of failure (single or multiple)
                  –   Database maintenance or shutdowns strategy
                  –   Language considerations in the same database
                  –   How many sites are you willing to upgrade at once
                  –   Time zone considerations




QAD Proprietary
       Technical Considerations
      Hardware considerations
              –   Centralized, decentralized or hosted
              –   Number of servers
              –   Location of servers
              –   Server size and capacity
              –   Will existing infrastructure support the envisioned
                  environments




QAD Proprietary
       Technical Considerations
       Data communication considerations
                  –   Network bandwidth
                  –   Network latency
                  –   Bridges between ISP providers
                  –   What UI’s will be running
                  –   What other applications will be running over the lines
                      (telecom, radio frequency, email systems, and voice)




QAD Proprietary
      Technical Considerations
       Business continuity strategy
                  – Up time requirements and support strategy

                  – Backup strategy

                  – Fail over strategy

                  – Disaster Recovery strategy




QAD Proprietary
       Technical Considerations

                                      Exposed    QXtend
                  Presentation
                                      Services    EDI



                  Business Services



                  Data Access



                  Platforms

                                                          35
QAD Proprietary
                     Security
                  Considerations


                                   36
QAD Proprietary
       Role Based Security
       All application security in QAD 2009 EE is role based
       Roles are defined for each discrete area of the
        business using Segregation of Duties concepts
       Roles are linked to menu functions using Role
        Permissions
       Users are assigned access to Domains and Entities
       Users are assigned to roles for Entities and Domains
       Tools provided for the automatic loading and editing
        of default roles and permissions
         – XML integration already available


QAD Proprietary
       Security Considerations
        Define Roles and Permissions
        User Interface depending on Role




QAD Proprietary
       Role Membership
        Users will typically be assigned more than one role
        Users may have different roles in different
         Domains/Entities




QAD Proprietary
                  Customization
                  Considerations


                                   40
QAD Proprietary
       Customization Considerations
    The number and types of customizations to the
     legacy system
           –      Is there a definitive list of customizations
           –      Is there an understanding of who owns each customization
           –      Is there an understanding of what each customization does
           –      Plan to replace customizations with standard functionality
           –      Remember - every customization in a multi domain database will
                  need to have the domain key added
     API’s and interfaces to 3rd party software
           – Needs to be fully identified and go forward strategy developed
     Is it within scope to update 3rd party software solutions
     QXtend – Integration Framework


QAD Proprietary
       Customization Considerations


                  Customizations Not Used


                   Maintenance


                              Reports


                   CUSTOMIZATIONS




                                            42
QAD Proprietary
       Customization Considerations


                          Customizations Not Used



         QAD Enterprise    Maintenance
          Applications
           2009 EE                    Reports


                           CUSTOMIZATIONS




                                                    43
QAD Proprietary
       Customization Considerations


                          Customizations Not Used



         QAD Enterprise    Maintenance              QAD.NET
          Applications                                User
           2009 EE                    Reports       Interface

                           CUSTOMIZATIONS




                                                                44
QAD Proprietary
       Customization Considerations




         QAD Enterprise       Non-Intrusive   QAD.NET
                          Reports
          Applications        Customization     User
           2009 EE              Framework     Interface

                          CUSTOMIZATIONS




                                                          45
QAD Proprietary
      Customization Considerations
       Custom programs needs to include domain
        keyword
                  – Impact on performance and segregation of data
       Understanding the data model changes in 2009
        EE




                                                                    46
QAD Proprietary
                  End of Session I


                                     47
QAD Proprietary
                    Reporting
                  Considerations


                                   48
QAD Proprietary
       Reporting Considerations
       Ad hoc reporting
                  – Inquiries
                  – Typically a one-time request for data
       Standard reporting
                  – Typically run weekly, monthly, etc.
                  – Fairly static in layout, query parameters, etc.
                  – Can be run in batches and on a schedule
       Forms and labels
                  – Invoices, orders, etc.
                  – Package labels, barcodes
       BI reporting
                  – Data Warehousing
                  – Metrics/models
                  – OLAP reporting
QAD Proprietary                                                       49
       Reporting Considerations

       All custom financial reports are obsolete, need to
        be rewritten
       Use .NET UI Reporting framework for new
        report development




QAD Proprietary                                              50
       Workbenches, Browses, Collection
                                    Pre-set with
                                     user ability to
                                     change and
                                     create new




QAD Proprietary
       Reporting
                    Create New, start with
                     Browse, or modify
                     Existing QAD reports
                       Add images, graphs
                         and other controls

                    Additional Features
                       Windows Task
                        Manager Schedules
                       Output documents,
                        Excel, PDF

                    Release with QAD EA
                     2009 includes samples
                       Existing reports
                        converted over time
QAD Proprietary
                                              52
                      Tools
                  Considerations


                                   53
QAD Proprietary
       Tools

          Standard Conversion Tool
          Domain Merge Tool
          Custom Code Conversion Tool
          Program Tracer Tool
          Non-intrusive customization framework




                                                   54
QAD Proprietary
       Standard Conversion Tool

           Background
                  – Finance module tables re-built
           Conversion guide
                  – Document of the conversion process and required information
           Pre-conversion utilities
                  – Define basic set up decisions, and produces data integrity
                    reports
           Conversion
                  – Typically need to run multiple test conversions
           Post conversion validation
           Configuration

                                                                                  55
QAD Proprietary
      Domain Merge Tool
               ERP                              ERP                              ERP
             Database                         Database                         Database
                  AR                            CO                                PE

                          ERP                              ERP                              ERP
                        Database                         Database                         Database
                           BR                               MI                               PR

                                     ERP                              ERP                              ERP
                                   Database                         Database                         Database
                                      CL                               MX                               VE




                AR                              CO                               PE
              Domain                          Domain                           Domain
                          BR                               MI                               PR
                        Domain                           Domain                           Domain
                                     CL                               MX                               VE
                                   Domain                           Domain                           Domain

                                         Single QAD 2009 EE Database

QAD Proprietary
       Custom Code Conversion Tool

          Purpose
                  – Modifies a schema definition file to add domain to selected
                    tables and indexes, and modifies simple schema validation
                    statements
                  – Goes through the Progress source code and modifies all search
                    and create statements with the domain statement


          Benefits
                  – Reduces costs of manual update of the source set with the
                    domain statement
                  – Reduces the risks to get errors out of this manual process



                                                                                    57
QAD Proprietary
       Source Code Transformation
       How it Works


                      Read                  Plug-ins

                                         Create
                                              Find
                  Transform Code Lines
                  Transform
                                                  fields
                                                  etc.


                      Write



                                                           58
QAD Proprietary
       Program Tracer Tool

          Purpose
                  – To identify what customized functions are actively used in your
                    application
                  – To identify how users are using your QAD applications
                  – The results of the Program Tracer helps you to eliminate
                    customizations and/or provide feedback on customization areas
                    that needs review


          Benefits
                  – Eliminate unused functions from those to be migrated
                  – Analyze how users use specific functions in order to improve the
                    overall process


                                                                                       59
QAD Proprietary
       Program Tracer Tool

            MFG/PRO Menu   Program      Menu Description                   Executed
            36.14.13       mgbatch.p    Batch Request Processor                4002
            29.11.4        icloiq01.p   Inventory Inquiry                       493
            29.11.13       zzpttrrp.p   Detailed Transaction History Inq        245
            5.5.3.3        rssmt.p      Schedule Maintenance                    160
            5.13.1         poporc.p     Purchase Order Receipts                 123
            7.9.2          rcshwb.p     Pre-Shipper/Shipper Workbench           119
            13.6           bmpsiq.p     Product Structure Inquiry               103
            ……..
            60.1.1         xsstana.p    Items by Group / PL /Desc Rep             0
            60.1.3.1       xxpcorq.p    Send Request to Windchill                 0
            60.1.3.10      xxpcolsi.p   Load Status Inquiry                       0
            60.1.3.12      xxpcoriq.p   PCO Request Inquiry                       0
            60.1.3.13      xxsixref.p   Site Cross-Reference                      0
            60.1.3.14      xxpcoprd.p   Delete UnReceived PCO Requests            0
            60.1.3.15      xxpcorp.p    PCO Report                                0
            60.1.3.16      xxpcolfd.p   Delete Import Log Files                   0




                                                                                      60
QAD Proprietary
                    Financial /
                    Regulatory
                  Considerations

                                   61
QAD Proprietary
       Financial / Regulatory Considerations
  Internationalization – localizations are removed
          – International regulatory functionality incorporated in base
            product
          – Can impact all users
          – Time phased consolidation of international requirements




QAD Proprietary
      Internationalization Status By Country




Note: Planning subject
to change, revision
April 23, 2009
QAD Proprietary
                     Training
                  Considerations


                                   64
QAD Proprietary
       Training Considerations
           Consider Enterprise Financials as an
            implementation of a new module – Core
            Team
                  –   Introduction to EE (5)
                  –   Advanced Financials (4)
                  –   Security (1)
                  –   Reporting Framework (3)
                  –   Non-intrusive customization (5)
                  –   System admin (4)
                  –   Conversion (3)
           Assess the training needed for the
            operational modules
                                                        65
QAD Proprietary
       Training Considerations




                                 66
QAD Proprietary
       Training Considerations




                                 67
QAD Proprietary
                  Upgrade Plan


                                 68
QAD Proprietary
       Sample Plan
       Phases
                  –   0   -   Engage
                  –   1   -   Plan
                  –   2   -   Design & Configure
                  –   3   -   Test & Accept
                  –   4   -   Deploy & Evolve




QAD Proprietary
       Phase 0 - Engage
        Complete Customer Profile
        Customer Full Product Presentation
        Functional Scope Workshop
        Technical Interview (infrastructure, sizing)
        Customization Scope




QAD Proprietary
       Phase 1 - Plan
        Initiation Activities
        Present Scope & Assumption (operational changes vs
         technical upgrade)
        Kickoff & Train on Methodology
        Project Management Planning Workshop
        "Present PMP - Org, Policies, Change Process"
        Multi-Site Strategy Workshop
        Quality Assurance Planning Workshop




QAD Proprietary
       Phase 1 - Plan
        Change Management Strategy WS
        Business Solution Design Activities
        Custom Systems Design & Estimate
        Present Process Packaged Process Maps & Demo
         Execution
        Process Gap Analysis if Required & Resulting work as
         Change Order
        Project Implementation Plan WS
        Baseline Measurement Workshop (metrics)
        Phase Closure Activities


QAD Proprietary
       Phase 2 – Design & Configure
        Technical Team Training
                  – 2009 EE Installation Class
                  – 2009 EE Administration Class
                  – QAD Reports Training
                  – 2009 EE conversion training
                  – 2009 Non intrusive customization layer
                    training (confirm that this includes xml loads)
                  – Security training

        Infrastructure development
                  –   Install project environment
                  –   Customer Database Review/Prep
                  –   Data conversion test #1
                  –   System performance test planning

        Core Team Training
                  – User Interface training
                  – Introduction to EE Financials
                  – 2009 EE Advanced Financials
QAD Proprietary
       Phase 2 – Design & Configure
        Solution Design
                  –   Data conversion review
                  –   GL - process design
                  –   AP - process design
                  –   AR - process design
                  –   Reports
                  –   Develop security model

        Development activities
                  – Programming tasks
                  – Third party integration

        CRP Cycles
                  –   CRP1 - initial pilot / prototype
                  –   Create test scenarios / scripts
                  –   data conversion # 2
                  –   Execute scripts
                  –   CRP report out
                  –   Issue review
QAD Proprietary
       Phase 2 – Design & Configure
        CRP 2
                  –   Update test scenarios / scripts
                  –   data conversion # 3
                  –   Execute scripts
                  –   CRP report out
                  –   Issue review


        Documentation
                  –   Work aids
                  –   GL - work aids
                  –   AP - work aids
                  –   AR - work aids




QAD Proprietary
       Phase 3 – Test & Accept
        Develop and Agree upon Test Plan
        Acceptance Test Preparations
        Conduct End-user training - for User Acceptance Test
        Conduct Final Acceptance Tests
        Conduct Performance Tests
        Phase Closure Activities




QAD Proprietary
       Phase 4 – Deploy & Evolve
        Develop cut-over plan
        Complete production system preparation
        Full end user training
        End user practice sessions
        Migration activities
        Go Live conversion
        Support post live processing
        Close and handover project
        Prepare for next site installation



QAD Proprietary
       Questions
       Who has already downloaded the 2009 EE
        software for evaluation?
       What versions you are running?
       Who is QAD 2007 and higher?
       Who is currently running QAD eB2 and eB?




QAD Proprietary

				
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