QAD Explore 2012 Conversion to QAD On Demand Romeo Sequeira,

QAD Explore 2012 Conversion to QAD On Demand Romeo Sequeira, Director, Consulting Carol Cvitkovich, Director, Global Resource Model

Conversion to QAD On Demand How Do I Get There from Here? Structured process Multiple options Flexible to fit your situation 2

Conversion to QAD On Demand Multiple Upgrade Options –One Phase Target environment achieved in one phase More complex project Shorter elapsed timeframe to achieve 3

Conversion to QAD On Demand Multiple Upgrade Options – Step Phase Allows for quicker initial benefit Breaks complex project into more manageable phases Overall longer timeframe 4

Conversion to QAD On Demand Upgrade Considerations Source and target versions Business drivers Timing Budget Resources 5

Conversion to QAD On Demand What Makes Upgrading Easier? Tools - Data conversion - Database conversion Standard methodologies and processes - SE EE Process Maps Packaged conversion offerings - 8.6 – eB2.1 QAD 2012 SE - EE EE - SE EE 6

Conversion to QAD On Demand How Does The Upgrade Process Work? Time dependent upon size/complexity Upgrade/deployment QScan Assessment Environment Data Customization s Implementation Conversion Present report Proposal Plan Costs Functionality Timescales rd party apps 3rd Resources Project Planning CRP Prepare source data (EE) Acceptance test End user training .NET UI training Run preconversion utilities (EE) Cutover Test/train Production environment Database conversion Execute cutover Go live Database conversion Implementation options Interfaces Customizations Modules Localizations 7

Conversion to QAD On Demand Step 1 – Upgrade/Deployment QScan Q-Scan Assessment Environment Data Customizations Functionality 3rd party apps Present Report Upgrade Options Plan Costs Timescales Resources 8

Conversion to QAD On Demand What Does the Q-Scan Cover? Q-Scan Assessment Environment Data Customizations Functionality 3rd party apps Customer - Drivers - Resources - Timing Technical - Databases - Deployment structure - Languages 9

Conversion to QAD On Demand What Does the Q-Scan Cover? Q-Scan Assessment Environment Data Customizations Functionality 3rd party apps Standardization level Financial structure Cleanliness Compatibility * - For upgrades to EE only 10

Conversion to QAD On Demand What Does the Q-Scan Cover? Q-Scan Assessment Environment Data Customizations Functionality 3rd party apps Structure Functional areas Functionality Business need 11

Conversion to QAD On Demand What Does the Q-Scan Cover? Q-Scan Assessment Environment Data Customizations Functionality 3rd party apps Modules Localizations Domain strategy Improvement areas 12

Conversion to QAD On Demand What Does the Q-Scan Cover? Q-Scan Assessment Environment Data Customizations Functionality 3rd party apps Infrastructure Integrations Technical platform 13

Conversion to QAD On Demand Q-Scan Report Upgrade recommendation High level project plan Business risk assessment Resource plan Project budget Cost/benefit analysis 14

Conversion to QAD On Demand Step 2 - Conversion Time dependent upon size/complexity Conversion Upgrade/Deployment QScan Implementation Present Report Assessment Environment Data Customization s Functionality rd Party Apps 3rd Project Test/Train Planning CRP Prepare source data (EE) Proposal Acceptance Test Plan Run pre-conversion End User Training Costs .Net UI Training utilities (EE) Timescales Resources Database conversion Cutover Production Environment Database Conversion Execute Cutover Go Live Implementation Options Interfaces Customizations Modules Localizations 15

Conversion to QAD On Demand Step 2 - Conversion Key Activities Tools / Methodologies Planning Pre-conversion* Project plan Data conversion tools and templates Pre-conversion utilities Database conversion utilities Data validation reports Easy On Boarding - Workshop - Data review/cleansing - Utilities Convert data/database Validation - Process Maps - Configuration data * - EE only 16

Conversion to QAD On Demand Step 3 – Test / Train Time dependent upon size/complexity Upgrade/Deployment QScan Present Report Assessment Environment Data Customization s Test/Train Implementation Proposal Plan Costs Functionality Timescales rd party apps 3rd Resources Project Cutover Conversion CRP Planning Acceptance test Prepare Source Data (EE) End user training Run PreConversion .NET UI training Utilities (EE) Production environment Database conversion Execute cutover Go live Database Conversion Implementation Options Interfaces Customizations Modules Localizations 17

Conversion to QAD On Demand Step 3 – Test / Train Key Activities Tools/Methodologies Conference room pilot Acceptance test .NET UI training End user training Predefined test scripts Test script logs Work aids Training material - End user - Technical 18

Conversion to QAD On Demand Step 4 - Cutover Time dependent upon size/complexity Cutover Upgrade/deployment QScan Assessment Environment Data Customization s Implementation Present report Proposal Plan Costs Functionality Timescales rd party apps 3rd Resources Project Conversion Planning Prepare source data (EE) Run preconversion utilities (EE) Database conversion Production environment Crp Database Acceptance test End user conversion training .Net ui training Execute cutover Go live Test/train Implementation options Interfaces Customizations Modules Localizations 19

Conversion to QAD On Demand Step 4 – Cutover Converting to QAD On Demand Tools/Methodologies Create production environment Convert data/database Execute cutover Go Live! Conversion utilities Data load templates Validation reports Cutover plan 20

Conversion to QAD On Demand How Does The Upgrade Process Work? Time dependent upon size/complexity Upgrade/Deployment QScan Present Report Assessment Environment Data Customization s Implementation Proposal Plan Costs Functionality Timescales rd party apps 3rd Resources Project Conversion Planning CRP Prepare source data (EE) Acceptance test End user training .NET UI training Run preconversion utilities (EE) Cutover Test/Train Production environment Database conversion Execute cutover Go live Database conversion Implementation Options Interfaces Customizations Modules Localizations 21

Conversion to QAD On Demand Step 4 – Implementation Options Converting to QAD On Demand Review for need Define action plan Execute / transition Tools/Methodologies .NET UI Browse collections QXtend EE Internationalization s 22

Conversion to QAD On Demand Customer Story – eB2 to SE Chemical Industry Source- On Premise Operations in: - US - Mexico - Other countries Separate eB2 databases 300 plus custom programs Character UI Target - QAD On Demand Technical Upgrade Timeline 2 ½ months Eliminated majority of custom programs - QAD Program Tracer Tool - Browses - Operational Metrics Single QAD 2011 SE database View of multi-domain data 23

Conversion to QAD On Demand Easy as ABC! Streamlined upgrades Repeatable process Flexible to fit multiple situations For more information contact your Account Executive or Services Manager! 24

Conversion to QAD On Demand Questions & Answers Romeo Sequeira Director, Consulting [email protected] Carol Cvitkovich Director, Global Resource Model [email protected] 25

www.qad.com QAD Inc 2012 26