QAD's Customer Engagement Dan Blake Consultancy Development Director, 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 QAD's Customer Engagement

3 QAD’s Customer Engagement -Discovery -Vision -Q-Scan -Implementation Case Study Agenda QAD's Customer Engagement

4 QAD’s Customer Engagement QAD's Customer Engagement

ConductDiscoveryMeetings ConductVisionWorkshop DeliverQ-ScanAssessments DeliverImplementations Effective Enterprise Goals Effective Enterprise Design Effective Enterprise Implement Customer Engagement Process QAD's Customer Engagement 5

6 Effective Enterprise Goals QAD's Customer Engagement VisionStrategyGoals

7 Collaboration -Supporting your planning process with industry expertise -Understanding your business objectives -Develop alternatives to achieve objectives Supporting prioritizing -Establish business case for investments -Focus on outcomes with metrics Leveraging your investment -Align business objectives with QAD solutions Value of Customer Engagement Process QAD's Customer Engagement

“An Effective Enterprise is one where every business process is working at peak efficiency and perfectly aligned to the company’s strategic goals.” Delivering the Effective Enterprise QAD's Customer Engagement 8

Better ROI Higher Cost of Operations Optimal ROI Efficient TCO Effective Business Performance Poor ROI High TCO Higher Cost of Operations Use of Functionality Alignment of Business Process 9 Optimizing Solution Alignment QAD's Customer Engagement Sub Optimal ROI Higher TCO

10 Understand your business -Objectives -Strategies -Challenges Leverage our -Experience -Expertise Alignment on -Direction -Strategy Relevant and pragmatic engagement Collaborate with QAD QAD's Customer Engagement

11 Discovery QAD's Customer Engagement

12 Align on business strategy and objectives Assess use of existing QAD investment Identify quick wins, solution or process Discovery Meeting Objectives QAD's Customer Engagement

13 QAD Provides -QAD Business Consultants -Understand your industry -Vast experience in QAD Solutions Timing -Annual review -Collaborative scheduling -Effective and efficient use of your time Discovery Meeting QAD's Customer Engagement

14 Collaborate on schedule and timing Interview key personnel Assimilate previous QAD Engagements -Q-Scans -Implementations Understand strategic objectives Consolidate findings Develop alternatives Discovery Meeting - Process QAD's Customer Engagement

15 Solution Assessment -Solution alignment with business goals -Functionality needed to meet objectives -Performance against key metrics -Effective use of existing investment -Growth opportunities -Identify quick wins, implement now! Discovery Meetings - Outcomes QAD's Customer Engagement

16 Visions QAD's Customer Engagement

17 Present findings to senior executives Discuss alternatives to meet objectives Prepare and agree on action plan Vision Objectives QAD's Customer Engagement

18 Collaborate with your team -Identify opportunities for improvement Focused on -Business processes enhancements, -Deployment of solutions to support business gaps -Supplemental solutions training -Infrastructure optimization -Deployment options Recommendations for moving forward -Top areas for deeper analysis - Q-Scan Vision Workshop QAD's Customer Engagement

19 Vision Deliverables QAD's Customer Engagement

20 Alignment with QAD Solutions QAD's Customer Engagement StrategyGoalsVisionProcessesSolutions

21 Q-Scans QAD's Customer Engagement

22 Structured Process -Cooperative -Time-bound -Standard set of deliverables Detailed Review of Focus Area(s) - Confirmation of impact - Solution design - Plan for delivery - Cost and benefit analysis Q-Scan - Objectives QAD's Customer Engagement

23 Q-Scan Assessments QAD's Customer Engagement General Process Enable Compliance Upgrade / Deployment Upgrade / Deployment Performance Monitoring Performance Monitoring Technical Analytics Learning KPI Design Engage Plan Make Source Deliver Service Finance Transportation Asset Management Asset Management EDI Lot/Serial Tracking Configured Products Configured Products Projects Warehousing FDA Validation MMOG/LE IFRS Sarbanes Oxley 21 CFR Part 11 BPM

24 Q-Scan – Scope and Deliverables QAD's Customer Engagement Confirm Scope Focus Areas Interview Schedule Confirm Scope Focus Areas Interview Schedule Perform Discovery Process Analysis Current Practices Metrics & KPI’s Perform Discovery Process Analysis Current Practices Metrics & KPI’s Present Findings Group Presentation Best Practice Solutions Executive Summary Present Findings Group Presentation Best Practice Solutions Executive Summary Provide Detailed Report Solution Overview Value Assessment Implementation Plan Implementation Cost Provide Detailed Report Solution Overview Value Assessment Implementation Plan Implementation Cost Typical - 2 Consultants – 5 Days

25 Assessment Findings Detailed report Business outcomes Solution recommendations Implementation Plan Strategic Benefits ROI and value release Timeline Resource requirement Q-Scan Findings Report QAD's Customer Engagement

26 Implementation QAD's Customer Engagement

27 Deliver business outcomes Employ consistent method and process Utilize best practices Effective and efficient use of resources Implementation - Objectives QAD's Customer Engagement

28 Services Models QAD's Customer Engagement Engagement Models Life Cycle Consulting Advisory Services Quality Assurance Expert Skills Service Offerings Plan Design Implement Manage Delivery Model QAD QAD & Subcontractor QAD Partner Independent

29 Industry process maps Deliverable templates Preconfigured data Initialized environment Data loads Work aid templates Acceptance scripts Easy On Boarding (EOB) QAD's Customer Engagement

ConductDiscoveryMeetings ConductVisionWorkshop DeliverQ-ScanAssessments DeliverImplementations Business Objectives, Areas of Focus and Alternatives Business Case and ROI Monitor Results Customer Engagement Process QAD's Customer Engagement 30

31 Collaboration Prioritize actions Leverage your QAD investment Summary QAD's Customer Engagement

Case Study QAD's Customer Engagement 32

33 QAD Customer since 2006 Upgrade to EE Focus on roll outs and go lives Challenging implementations IT treated as cost Case Study QAD's Customer Engagement

34 Shift focus: Cost  Value Position IT as an Enabler Identify and show business value Deliver and measure results CIO Objectives QAD's Customer Engagement Denver Hong Kong

35 Document business objectives Tie projects to specific objectives Identify impact and timing Determine metrics and approach to monitor Customer Engagement Approach QAD's Customer Engagement

36 Conclusion QAD's Customer Engagement

“Where all business process are aligned, working at peak efficiency, and delivering the strategic goals of the organization.” Delivering the Effective Enterprise QAD's Customer Engagement 37

ConductDiscoveryMeetings ConductVisionWorkshop DeliverQ-ScanAssessments DeliverImplementations Business Objectives, KPI Areas of Focus and Alternatives Business Case and ROI Monitor Results Customer Engagement Process QAD's Customer Engagement 38

39 Dan Blake Consultancy Development Director, QAD Questions & Answers QAD's Customer Engagement

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