qad’s business process management richard day senior product manager, qad qad explore 2012

QAD’s Business Process Management

Richard DaySenior Product Manager, QAD

QAD Explore 2012

2

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

Solutions – QAD’s Business Process Management (BPM)

3

• Session overview• What is BPM ?• QAD BPM overview• QAD BPM road map• Summary• Questions

Presentation Agenda

Solutions – QAD’s Business Process Management (BPM)

4

• Challenges of the Effective Enterprise:- Process Visualization- Process Control- Process Measurement

• How QAD BPM can help?

Session Overview

Solutions – QAD’s Business Process Management (BPM)

5

What is BPM?

Solutions – QAD’s Business Process Management (BPM)

6

• The discipline of building, measuring and improving the efficiency and effectiveness of business processes within an Enterprise

• Three basic areas:- Business Process Visualization- Business Process Control- Business Process Measurement

What is Business Process Management?

Solutions – QAD’s Business Process Management (BPM)

7

Traditional Systems

Solutions – QAD’s Business Process Management (BPM)

• Processes hidden• No active monitoring• Difficult to manage• No task ownership• Difficult to adapt• Unaware of status

Traditional Application

8

• Visualize your processes• Control & automate• Collect metrics• Improve process

agility• Facilitate optimization

BPM Systems

Solutions – QAD’s Business Process Management (BPM)

Traditional Application

BPMS Application

9

• Visibility- Document & Monitor your processes

• Control - Manage tasks and responsibility

• Measurement- Drive continuous improvement

Benefits

Solutions – QAD’s Business Process Management (BPM)

New dimension of information helps you build

“The Effective Enterprise”

Move from traditional 2D to High Definition 3D

10

QAD BPM Overview

Solutions – QAD’s Business Process Management (BPM)

11

Process Maps

Operational Metrics

Alerts BPM

The Road To QAD BPM

Solutions – QAD’s Business Process Management (BPM)

12

• Built using Progress OpenEdge BPM• Full featured solution• Provides solid foundation

QAD BPM - Foundation

Solutions – QAD’s Business Process Management (BPM)

13

• QAD BPM embedded in QAD Enterprise Applications- Active maintenance license required

• Seamlessly integrated into QAD .Net UI• No QAD application changes • Out-of-the-box standard processes• Leverage existing application screens• Task delegation• Model existing QAD processes

- Focus on process control

QAD BPM Overview

Solutions – QAD’s Business Process Management (BPM)

14

Visualization - Define Your Processes

Solutions – QAD’s Business Process Management (BPM)

15

• Define task ownership• Link to QAD screens

Control - Document Tasks

Solutions – QAD’s Business Process Management (BPM)

• Set priority & duration

• Include instructions

16

• Monitor processes you own• Real-time process status• Process specific comments

Visualize/Control Your Processes

Solutions – QAD’s Business Process Management (BPM)

17

Visualize your processes

Visualize/Control Your Processes

Solutions – QAD’s Business Process Management (BPM)

18

• Your process To Do list• Drill to application screens• Take ownership of group tasks

Visualize/Control Your Tasks

Solutions – QAD’s Business Process Management (BPM)

• Release task to group• Re-assign task• Complete task

19

Direct access to application function, with context

Visualize/Control Your Tasks

Solutions – QAD’s Business Process Management (BPM)

20

• Special screen for process managers- Access restricted using menu security

• Control task assignments- Re-assign tasks due to illness- Manage distribution of tasks for a role

• Visualize all processes- Track processes that are overdue- Track processes your are responsible for- Check the status of any process

• Define operational metrics for all processes

Visualize/Control All Tasks & Processes

Solutions – QAD’s Business Process Management (BPM)

21

Actively monitor your critical processes

Define Operational Metrics

Solutions – QAD’s Business Process Management (BPM)

22

• BPM is not a Process Map replacement- Process Maps cover high level module process- BPM focuses on visualization & control

• Additional BPM links on Process Maps- Relevant BPM process flow- My specific process tasks- My specific process instances- All process tasks- All process instances

BPM & Process Maps

Solutions – QAD’s Business Process Management (BPM)

23

• Process templates available:- Item, Customer, Supplier Creation- Sales Order Credit Hold/Review

• Supported Versions- QAD Standard Edition, .Net 2.9.4- QAD Enterprise Edition 2011+

• Familiar QAD user experience• Improve process visibility & control• Deliver an “Effective Enterprise”

QAD BPM Early Adopter

Solutions – QAD’s Business Process Management (BPM)

24

QAD BPM Road Map

Solutions – QAD’s Business Process Management (BPM)

25

QAD BPM Road Map

Solutions – QAD’s Business Process Management (BPM)

Existing QAD EA Processes New/Non QAD Processes

QAD BPM EAQAD processes onlyTailor to your business

QAD BPM LA/GAModel QAD Enterprise Application processesMeasure performance. Analyze metrics.New QAD processes available from the QAD Store

QAD BPMFreedom to model and build new processes with non QAD process steps

Business Process Automation

Business Process Measurement

Business Process Modelling

26

• Early adopter phase- Started April 2012 - Restricted to 4 QAD processes

• Item, Customer & Supplier Create• Sales Order Credit Hold/Review

• Focus on visualization & control• Limited availability after early adopter

- Controlled roll out- Ensure customer success

QAD BPM EA

Solutions – QAD’s Business Process Management (BPM)

27

• Limited/General availability• Process measurement

- Analyze process history- Enhanced process metrics- Drive process improvement

• QAD Store- New QAD processes available to download

• Model your QAD business processes

QAD BPM LA/GA

Solutions – QAD’s Business Process Management (BPM)

28

Summary

Solutions – QAD’s Business Process Management (BPM)

29

• The Effective Enterprise requires streamlined business processes

• Streamline your processes with QAD BPM • With QAD BPM, your processes can be:

- Visualized- Controlled- Measured

Summary

Solutions – QAD’s Business Process Management (BPM)

30

• Interested in BPM- Talk to your Account Manager- Talk to/contact me

• Richard Day: richard.day@qad.com

• QAD BPM Demonstration- Today 4:15pm

Next Steps at Explore

Solutions – QAD’s Business Process Management (BPM)

31

Richard Dayrichard.day@qad.com

Questions & Answers

Solutions – QAD’s Business Process Management (BPM)

32

www.qad.com© QAD Inc 2012