Download - Midwest User Group Meeting
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Midwest User Group Meeting
Lance LaCross, CPASenior Solutions ConsultantSeptember 27, 2011
Upgrade from SE to EE
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• Benefits of QAD Enterprise Applications
• SE vs. EE• Process Considerations• Questions & Answers
Agenda
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• Companies Need A Way To Make Sense Of All The Data Being Collected Within Their Organization – Need Increased Visibility.
• Need To Be Able To Answer Strategic Business Questions.
• They Are Now Being Held Accountable And Therefore Need To Control And Comply.
• Companies Are Growing Worldwide And They Need A System That Will Allow Them To Benefit From Their Global Operations.
• They Want A System That Is Easy To Use.
Business Requirements Today
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• Efficiency - Complete access to financial data along with role-based processes
• Globalization - An integrated financial solution across the entire enterprise including multi-company, multi-currency, multi-GAAP, and multi-country organizations
• Compliance - Controls for data and processes – role-based security, segregation of duties
• Leverage Technology – powerful integration tools and user-definability
• Ease of Use & Standardization - An easy to use, scalable solution
Business Reasons to Move to The Latest Technology
Why Upgrade
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Why Upgrade?
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Proactive Application Management
Practical Competitive Optimum
Status Quo
Regular Applications Value Reviews
PeriodicApplicationRefresh
Competitive Opportunity
Time
Competitive Erosion
Go Live
By harnessing the power of new technology, you can achieve competitive advantage
Com
peti
tive
ness
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Upgrade Cost DriversCan upgrade provide new business value?
Productivity
Business justification examines the overall impact to your organization’s performance
Cost
Can customizations be reduced ?
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• 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
Benefits of Upgrading
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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.
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The GoalUpgrade to achieve or maintain position
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QAD Enterprise Edition
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Tokyo
Sydney
Rio de Janeiro
Munich
Washington
domainsShared ServicesSarbanes-Oxley ComplianceEnterprise IntegrationFlexible global DeploymentCommon Data Global GovernanceInteroperability & Integration
globalplatform
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• COA Mask- Now on shared set level- Allows for a global chart of accounts
with control on local (domain) combinations
• Self Billing• Tax Registers
- Tax register create- Italian tax registers
New Features
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• Statutory Currency• Shared Set Merge• Daybooks / AP/AR Daybook Sets• Regional Balance Sheet / Income
Statement• SSM (Service & Support)
- Accrued / Deferred Revenue Reports- Operational Metrics- Pick lists for Depot orders
New Features
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• International Legal Documents- Supports documents for shipping /
receiving documents- Control file setting to keep invoiced
sales orders• Reporting Framework
- Create reports directly from browses- Use EE financial browses
New Features
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• QAD Functionality Comparison from SE to EE.xlsx
More Detail
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Upgrade Considerations
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• Financial / Regulatory • Business• Implementation • Technical • Security• Customization• Reporting• Tools• Education / Training• Upgrade Plan
QAD 2011 EE Upgrade Considerations
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Financial / Regulatory Considerations
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• Internationalization – localizations are removed- International regulatory
functionality incorporated in base product
- Can impact all users- Time phased consolidation of
international requirements
Financial / Regulatory Considerations
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Business Considerations
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• Understand your objectives in upgrading- Reporting requirements- Business analysis requirements
• Is there a clear definition and understanding regarding shared services requirements ?
• Measure baseline metrics before upgrade• Degree of change management or
managing change that will be required
Business Considerations
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• 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
Business Considerations
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• General Ledger- Expanded Account Structure- New Reporting Structure- Format Positions Removed- Additional Setup
• Business Relations• Shared Services
- Accounts Payable- Accounts Receivables
Business Considerations
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• 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- CSS- Configurator- Warehousing
Business Considerations
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Implementation Approaches
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• 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 “lily pad” for another upgrade – If so, how can it be positioned for the next upgrade
Implementation Considerations
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Upgrade ScenariosTechnical Migration with data conversion
Technical Migration without data conversion
Re-Implementation
Customization DataConversion
SmallProcessChanges
Conversion DataLoad
SmallProcessChanges
Optimization
Optimization
Re-define Business Processes Non-IntrusiveCustomizations
DataLoad
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Centralize/Standardize First
ERPDatabasePlant 1
ERPDatabasePlant 2
ERPDatabasePlant 3
ERPDatabasePlant 1
ERPDatabasePlant 2
ERPDatabasePlant 3
ERPDatabasePlant 1, 2 and 3
ERPDatabasePlant 1, 2 and 3
QAD MFG/PRO 8.6, 9.0, eB, eB2
QAD 2007QAD 2008/ 2009 Standard Edition
QAD 2011Enterprise Edition
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Migrate first to QAD 2011 Enterprise Edition, than Centralize and Standardize
ERPDatabasePlant 1
ERPDatabasePlant 2
ERPDatabasePlant 3
ERPDatabasePlant 1
ERPDatabasePlant 2
ERPDatabasePlant 3
ERPDatabasePlant 1, 2 and 3
QAD MFG/PRO 8.6, 9.0, eB, eB2
QAD 2011 Enterprise Edition
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Technical Considerations
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• Architectural - Number of databases- Number of domains
• Options- Single database with multiple domains- Multiple databases with multiple domains- Single database with single domain
Technical Considerations
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• 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
Technical Considerations
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Security Considerations
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• All application security in QAD 2011 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• Segregation of Duties • 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
Role Based Security
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Security Considerations
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Customization Considerations
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• 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
Customization Considerations
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Reporting Considerations
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• 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
Reporting Considerations
NET Browses
.NET Reporting
QAD BI
Requirement Solution
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• Pre-set with user ability to change and create new browsesWorkbenches, Browses, Collection
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• 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 EE includes samples
• Existing reports converted over time
Reporting
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Business Intelligence
“Value -- for customers, shareholders andemployees -- is either created, compromisedor destroyed every time a decision is made
inside an organization.”
QAD Business Intelligence
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Tools Considerations
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• Standard Conversion Tool• Domain Merge Tool• Custom Code Conversion Tool• Program Tracer Tool• Non-intrusive Customization
Framework
Tools
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• 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
Standard Conversion Tool
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• 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
Domain Conversion Tool
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Source Code TransformationHow it Works
Read
Transform
Write
Plug-ins
CreateFind
fieldsCode Linesetc.
Read
Transform
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Domain Merge Tool
Single QAD QAD SE 2008 Database
ERPDatabaseBR
AR Domain
ERPDatabaseAR
BRDomain
CLDomain
ERPDatabaseCL
ERPDatabaseMI
CO Domain
ERPDatabaseCO
MIDomain
MXDomain
ERPDatabaseMX
ERPDatabasePR
PE Domain
ERPDatabasePE
PRDomain
VEDomain
ERPDatabaseVE
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• 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
Program Tracer Tool
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Training/Education Considerations
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• Consider Enterprise Financials as an implementation of a new module – Core Team- Introduction to EE - Advanced Financials - Security- Reporting Framework- Non-intrusive customization - System admin - Conversion
• Assess the training needed for the operational modules
Training/Education Considerations
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Education Considerations
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Thank You!
Questions?