configurator by mamapeirong


									QAD Configurator

          Rea Buchanan QAD
          September 24, 2007
       Landscape & Challenges
       Overview of QAD Solution
       Availability & Roadmap
       Differentiators & Business Value

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       The Landscape for Product Companies
       Customers want: high quality, fast delivery, low
        price, and ……
       Choices to meet their specific needs
       Competitive advantage can be gained by offering
        products tailored to the specific customer need
       If you elect not to offer the choices, your
        competition will !
       This trend demands mass customization “the
        development, production, marketing, and delivery
        of customized products and services on a mass
        basis” (Joseph Pine, MIT)
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  Some Products are Just Complex !
       Pumps, Motors, Cylinders, Regulators
       Switches, Electrical and Electronic Components
       Windows, Doors, Cabinets
       Automobiles, Boats, Off-Highway Equipment,
       Machine Tools, Fabrication Equipment
       Appliances, Computers
       Locomotives, Air Planes, Mass Transit Cars

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  As proliferation and complexity increase:
       Engineering effort and cost increase
       Order entry effort and potential for error
       Pricing becomes more complex
       Lead time prior to manufacturing increases
       Inventory and manufacturing lead time increase
       Component material shortages increase
       Expediting costs increase
       Configuration knowledge is centered in a few
        key people
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       The Solution
       Product Configurator
                  – Software used to guide one through the order entry
                    and pricing process
                  – Software which configures items, bills of material,
                    routings, manufacturing orders and calculates costs
                  – Logic (rules) validates inter-dependencies, inclusions,
                    and exclusions
                  – Rules perform calculations for BOM quantities,
                    weights, volume, pricing, etc.
                  – Software supports multi-level configurations
                    (configuration within a configuration)
       All Configurators do not have the same
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       QAD Configurator
        Provides the tools to easily configure complex products
         during quotation and order entry without the need for
         technical knowledge of the product
        Supports the configuration process for engineering and
         manufacturing in the back office and for sales in the front
        Improve the quality of the configuration process to avoid
         costly mistakes and time delays
        Captures business knowledge in a central repository

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       Streamlines Order Entry
                           Configured line item
                            triggers a rules based
                            Questionnaire pop-up

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       Integrated with MFG/PRO
                         Sales Quotes and Orders
                         Item Master
                         Product Structure
                         Routing
                         Pricing
                         Costs

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                  QAD Configurator – MFG/PRO
                                      Variant Number
                                                       Item Master
     Generic Item
                                                           Generic Item

                  Configurator                   MFG/PRO

                                                           Generic BOM
                          BOM & Routing
                                                     Generic Routing
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       Generic Item

                  Trigger the Configuration Process


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                      Recognized as a Generic Item
       Generic Item
                            Configurator Database

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       Configurator Integration          Sales Order Maintenance

                                  Called from MFG/PRO®

                             Configurator Questionnaire
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       Knowledge Base
        Variables, options, features, and feature options
         are the means by which you define all the aspects of
         your products that can be configured.
                  – Variables are characteristics of products that can have a range
                    of different values. (e.g.. Color)
                  – Variable Options are possible values for variables. (e.g. red,
                    green, blue, yellow)
                  – Features are variables that have been linked to a generic item.
                  – Feature Options are possible values for features.
                  – Rules – mutually inclusive/exclusive

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       Variables   Characteristics of the Configuration
                                Configurator Database

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       Options    Linked to a Discrete Variable
                       Configurator Database

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       Knowledge Base - Rules
        General Rules: Used for more than one Generic Item;
         defined independent of the item
        Rule-Groups: Contains general rules generally relating
         to the same topic
        Item Rules: Rules specific to a generic item
        Item Rule Groups: Used to link general rule groups
         to a specific generic item
        General Rule Tables: A matrix table of multiple
         variables, conditions (up to 20 columns) and result
         variables; an easy way to create multiple rules
        Item Rule Tables: Contains a rule tables specific to a
         particular generic item

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       Knowledge Base - Building Rules
        Rule form:
                  IF a specified condition occurs,
                  THEN a particular conclusion results
                  ELSE an alternative conclusion results
        Normal format clauses take the form of a simple
         variable = option; for example:
                  IF operation = manual
        Advanced format clauses take the form of variable =
         expression; for example:
                  IF width < 0.5 * length
        Free Format clauses take the form of a Boolean
         expression which is either true or false; for example:
                  IF (width > 200 and color = arctic white)

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       Rules                   Internal Rules: Between Variables
                                          Configurator Database


                                       IF Yes, Will Show Up
                                         Inventory Window

                                                                Page 07

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                  Rule Table
       Knowledge Exploitation
       Configuration Output Processor (COP)
      Processes the answers from the questionnaire
       and converts the information into a variant
      Converts the result, using rules, to select the
       necessary components and operations from the
       generic BOM and Routing
      Calculates “per quantity” and “times” using
       formulas for the variant BOM and Routing
      Defines the format of the variant item number

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       Generic BOM                            All Possible Components
                                                 Product Structure File
                  Family Item

                  Generic Item



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                                  All Possible Operations
       Generic Routing
                                              Routing File

                                        Dynamic Comments

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                    Configuration Engine
       COP Rules   Configurator Database

                                CONDITION TO GET
                                THIS COMPONENT

                                FORMULA AGAINST
                                ANY FIELD

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                      Define An Unique Variant
       Key Features
                        Configurator Database

                                         By selecting the
                                         same answers to
                                          these questions,
                                         The Configurator
                                             will advise
                                           using the same
                                            Variant code

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                                  With Any Field
       Roll-Up Functions
                           Configurator Database




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                  Configuration Statistics
                  Configurator Database

                                      Starting The

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                      New End Item, Sub-Assembly, or
       Variant Item                      Component
                                           Item File

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                                       Product Structure File
       Variant BOM

                  CALCULATED VALUES


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                                       Routing File
       Variant Routing

                  Dynamic Comments


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   Price is calculated during configuration
  Price can be:
          –   Roll-up of component prices
          –   Roll-up of prices associated with options
          –   Feature pricing attributes
          –   Affected by existing price & discount tables
          –   Manually adjusted with net prices
          –   Manual price lists

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       Product Configuring Process Steps
           Maintaining     Maintaining
           Generic Item   Generic BOM

            Maintaining   Maintaining
                                         Variables &
             Groups       Generic Item

            Features &
                                          Analysis      Legend

                             Cross       Configuring
           Maintaining                    Product in      QAD
          COP Formulas                      SO/SQ      Configurator
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       Technology Specifications
       Progress 4GL based
       Supports MS Windows platform, only
       Client supports MFG/PRO GUI, only
       Progress release: 9.1E or OE10
       Progress DB
       MFG/PRO support (Configurator V4.3)
                  – eB2 SP10
                  – eB2.1 SP3 (other versions as Services offering)
       Available languages: US, GE (other languages on
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       Availability and Future Plans
       September, 2007 V4.3.1 Release
                  – Compatibility with eB2 SP 11-12; eB2.1 SP 4-6
                  – All known defects resolved
       March, 2008
                  – Questionnaire rewrite to .NET
                  – Integration with Customer Self Service (CSS)
       September, 2008
                  – Functional enhancements from Configurator Advisory
                  – Rewrite back end functions to .NET UI

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       Key Differentiators
        QAD core product
        Sound and solid set of functionality
        Built-in integration to QAD MFG/PRO
        Results proven in the field

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       Value Proposition – Proven Results
       Formalizes product knowledge in a central
       Reduces Engineering effort and costs
       Streamlines order processing while eliminating
       Simplifies pricing and eliminates errors
       Reduces order to fulfillment lead time
       Reduces inventory and expediting
       Increases customer satisfaction
       Increases market share
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                  Thank You!

                    Rea Buchanan

QAD Proprietary

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