1. QAD Solutions for Configurable Products Frank Feustel, Director, Product Management, QAD Inc. Jim Smith, QAD Improvement Leader, R. W. Beckett Corporation QAD Explore 2012

2. 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 QAD Solutions for Configurable Products

3. 3 Business Drivers and Challenges QAD Solutions for Configurable Products -Overview -Demo -Availability Customer Success Story – R. W. Beckett Agenda QAD Solutions for Configurable Products

4. 4 Business Drivers and Challenges QAD Solutions for Configurable Products

5. 5 Business Drivers QAD Solutions for Configurable Products High order handling costs 24/7 self service Customized products Customer service as competitive advantage Lower margins New sales channels

6. 6 The need to be agile in delivering complex products is growing in many markets Manufacturers have the challenge to address demand for mass customization At the same time, customers also expect to be served via all channels, including 7x24 eCommerce Manufacturers’ Challenges QAD Solutions for Configurable Products

7. 7

8. 8 Enables global manufacturers to configure products of low complexity -Higher customer service levels -Lower inventory costs -Commonly known as “Features and Options” What are QAD Configured Products? QAD Solutions for Configurable Products

9. 9 Enables global manufacturers to configure products of medium to high complexity -Full implementation of mass customization -Higher customer service levels -Lower inventory costs What is QAD Configurator? QAD Solutions for Configurable Products

10. 10 Configured Products Versus Configurator QAD Solutions for Configurable Products Configurator -Creates new items, BOM, routing -Standard Work Orders -Rules-based Configured Products -Keeps item and creates SO BOM -Final Assembly Work Orders

11. 11 Enables global manufacturers to offer easy to use self-service -24 / 7 access via web browser -Optimized end-to-end fulfilment -Improved customer responsiveness What is QAD Customer Self Service (CSS)? QAD Solutions for Configurable Products

12. 12 Whole Product Integration QAD Solutions for Configurable Products QAD CSS QAD CSS QAD Enterprise Applications QAD Enterprise Applications QAD Configured Products QAD Configured Products QAD Configurator QAD Configurator March 2012 (CSS 5.2) Support of QAD Configurator 5.3 Sept 2011 (CSS 5.1.3) Full QAD Configured Products support

13. 13 Delivering an integrated suite for complex configured products Improving customer service Streamlining order and quotation process -Reduced error rates -Reduces lead time to fulfill orders Allowing for B2B customer self service Supports the Effective Enterprise QAD Solutions for Configurable Products

14. 14 CSS and Configurable Products Integration QAD Solutions for Configurable Products

15. 15 Integration is not a separate module Usability -Simplicity, visibility, performance Business functions -Simple “Features and Options” capabilities in CSS -Full product configuration capabilities in CSS -Visibility of configurations High value to customers Design Concepts QAD Solutions for Configurable Products

16. 16 Upload of configurable products to CSS Configurable products in the catalog -New Configured Products entry screens -Integration of existing Configurator Questionnaire -New Standard configurations maintenance Shopping Cart with configured items Order templates Check out Finish order with configured items Product Configuration QAD Solutions for Configurable Products

17. 17 Demo QAD Solutions for Configurable Products

18. 18 Demo QAD Solutions for Configurable Products

19. 19 Availability QAD Solutions for Configurable Products

20. 20 Solution Components -Enterprise Applications, incl. Configured Products -Configurator -CSS CSS Integration -Availability March 2012 -Support of eB2.1 SP4 and higher, including EE Availability QAD Solutions for Configurable Products

21. 21 Customer Success Story – R. W. Beckett QAD Solutions for Configurable Products

22. Founded in 1937 Privately held family business Core Values: -Integrity -Excellence -Profound Respect for the Individual QAD Customer Since 2007 History of R. W. Beckett 22 Complex Configurable Products

23. North Ridgeville, Ohio Outstanding Safety Record World Class Manufacturing Operation Our Facility 23 Complex Configurable Products

24. 24 Our Products Fuel oil combustion products Electronic safety controls HVAC related products. Complex Configurable Products

25. 25 Our Customers Complex Configurable Products

26. Eliminate spreadsheets and MS Access databases Move tribal knowledge into common repository Be adaptable to change Project Goals 26 Complex Configurable Products

27. IT Sales/Marketing Manufacturing Engineering Project Team 27 Complex Configurable Products

28. Implement all major product lines -New specifications -Changes -Quotes Project Scope 28 Complex Configurable Products

29. 29 Implementation Preliminary Questionnaire Features Sales Rules Product Structure and Rules Complex Configurable Products

30. Redevelopment of Product Structures Limit Questions Pricing Major Project Hurdles 30 Complex Configurable Products

31. Standardization Stored Configuration Details Improved Pricing Major Achievements 31 Complex Configurable Products

32. 32 QAD supports various scenarios for complex configurable products -Customer Service and Engineering -Customer Self Service Beckett is a great customer success story – but not the only one Summary QAD Solutions for Configurable Products

33. 33 Jim Smith QAD Improvement Leader R. W. Beckett Corporation jsmith@beckettcorp.com Frank Feustel Director, Product Management QAD Inc. fzf@qad.com Questions & Answers QAD Solutions for Configurable Products

34. 34 Register for Webinar (opening soon) QAD CSS for Configurable Products http://www.qad.com/erp/Webinars/ Next Steps QAD Solutions for Configurable Products

35. www.qad.com © QAD Inc 2012 35

36. 36 Standard Features (Configured Products) Advanced Features (Configurator) Configuration in Sales Quotes Sales Orders (incl. CSS) Scheduled Orders Sales Quotes Sales Orders (incl. CSS) Standalone Configuration of SO BOM Standard Routing only Configured Item/BOM/Routing or SO BOM with standard Routing Sales Quote / Sales Order Rules-based (guided selling) NoYes Configuration Types ATO, PTO/KitsCTO, ATO, PTO/Kits ATO – Assembly Simple No pre-assembly Simple to Complex Pre-assembly possible Work Orders Final Assembly (FAS) backflush Standard (running MRP) or Final Assembly (FAS) Pricing Component-basedComponent-based, option-based or any combination Configured Products Versus Configurator QAD Solutions for Configurable Products