customer case study: qad ee deployment to caterpillar foundry · customer case study: qad ee...

Customer Case Study: QAD EE Deployment to Caterpillar FoundryJames Shaw, Tony Nicholson and Henry LaprunMay 8th, 2019

This session is to learn about Caterpillar’s journey to implement QAD EE Cloud 2018 at the Caterpillar Casting Foundry in Hodges, SC.

Caterpillar: Confidential Green

IntroductionQAD EE Cloud Deployment at Caterpillar Hodges

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James ShawIT Technology Manager

Caterpillar

Tony NicholsonIT Technology Manager

Caterpillar

Henry LaprunIT QAD Architect

Caterpillar


AgendaQAD EE Cloud Deployment at Caterpillar Hodges

• Scope

• Approach

• Timeline

• Technical architecture

• Outcome

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Business ScopeQAD EE Cloud Deployment at Caterpillar Hodges

• Caterpillar purchased an existing 103,000 sq. Ft. foundry (facility and equipment) in Hodges, S.C. The facility had been closed since 2016.

• $13.5M USD investment, creating 85 new jobs

• Hodges will provide Caterpillar with a cost-effective source of supply for many of its specialty iron castings for a variety of engines and transmissions used in Caterpillar products

• The facility became operational in February 2019

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Business ScopeQAD EE Cloud Deployment at Caterpillar Hodges

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Deployment Guiding PrinciplesQAD EE Cloud Deployment at Caterpillar Hodges

• QAD Easy On Boarding methodology

• Zero customization target

• QAD standard (APICS) processes

• Application integration using Enterprise Architecture approved methods

• Leverage existing integration, forms, reports and browses

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QAD Application ScopeQAD EE Cloud Deployment at Caterpillar Hodges

• Manufacturing Execution QAD EE & AS (DC & LPS)• Production Planning QAD EE• Procurement QAD EE & Supplier Portal & EDI• Sales QAD EE & EDI• Quality QAD EE & QAD QMS• Plant Maintenance QAD EAM• Inventory and Warehouse Management QAD EE & QAD AS• Freight Management QAD EE• Finance QAD EE• Machine(s) integration QAD AS & QAD QMS & Ignition• Corporate Systems integration BOOMI & QXtend

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Team OrganizationQAD EE Cloud Deployment at Caterpillar Hodges

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QAD Business ITProject Manager Business Lead Deployment Lead

Project Plan ManagerFinance Consultant Finance Process Architect Business Analyst

Operations Consultant Operations Process Architect Integration LeadSupply Chain Consultant Supply Chain Process

ArchitectIntegration Analysts

Engineering Consultant Engineering Process ArchitectQuality Consultant Quality Process Architect

Procurement Consultant Procurement ArchitectPower Users


Deployment MethodologyQAD EE Cloud Deployment at Caterpillar Hodges

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• Used a hybrid of EOB and Cat methodology

- Greenfield - Challenging timeline- Strong governance- Project management

- Team- Process- Tools


Project TimelineQAD EE Cloud Deployment at Caterpillar Hodges

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QAD EE Cloud Deployment at Caterpillar Hodges

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QAD Cloud Applications

IPSEC Tunnel

Single Sign On (SSO)

Network Integration | Device Connection

UX

.NETUI

Technical Architecture

QAD

EE

QAD

QMS

QAD

DSCPQAD

TMS

EncryptionIn-Transit


QAD EE Cloud Deployment at Caterpillar Hodges

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QAD Cloud Applications

IPSEC Tunnel

Application Integration | Machine Integration

MachineIntegration

IoTPLC

ApplicationIntegration

SFTPESB

Technical Architecture

QAD

EE QAD

QMSQADQXtend

ASIntegration


OutcomeQAD EE Cloud Deployment at Caterpillar Hodges

• Delivered Go Live on time and under budget• One customization – Rebill Process

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Observations & Lessons LearnedQAD EE Cloud Deployment at Caterpillar Hodges

People• Leveraging certified project management methodology• Securing the right resources & expertise• Clearly defining & assigning roles/responsibilities

Process• Documenting business process requirements• Understanding business functions (e.g. interfaces)• Ensuring business agreement signoffs• Establishing concise communications plan • Remaining diligent with Hyper Care

Technology• Tracing your legacy system integration• Planning out your Infrastructure

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Document Your Journey!

Keep a diary!Take a lot of notes!

Engaging Top Leadership

Effective Governance


Next StepsQAD EE Cloud Deployment at Caterpillar Hodges

• Application scope - Additional QAD Automation Solutions

- Additional QAD CEBOS QMS

- Additional machine integration (scales)

- Mobile app consideration

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Questions and AnswersQAD EE Cloud Deployment at Caterpillar Hodges

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James ShawIT Technology Manager

Caterpillar

Tony NicholsonIT Technology Manager

Caterpillar

Henry LaprunIT QAD Architect

Caterpillar


Breakout Session SurveyQAD EE Cloud Deployment at Caterpillar Hodges

Remember to take the breakout session survey for every session you attend,

for a chance to win an iPad each day of Explore.

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customer case study: qad ee deployment to caterpillar foundry · customer case study: qad ee...

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