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3 Step Upgrade

3 Step Upgrade. Anton Chilton – SVP Global Services - QAD Jeff Kohagen – Consulting Manager - QAD. 3 Step Upgrade Plan. 2. 1. 3. Plan. Value. Deliver. Recent Enhancements, New Modules. 2007. MANUFACTURING EXECUTION WORKBENCH. JUST-IN-TIME SEQUENCING . TRANSPORTATION MANAGEMENT.

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3 Step Upgrade

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  1. 3 Step Upgrade Anton Chilton – SVP Global Services - QAD Jeff Kohagen – Consulting Manager - QAD

  2. 3 Step Upgrade Plan 2 1 3 Plan Value Deliver

  3. Recent Enhancements, New Modules 2007 MANUFACTURING EXECUTION WORKBENCH JUST-IN-TIME SEQUENCING TRANSPORTATION MANAGEMENT DESKTOP SHIPPING SALES FORCE AUTOMATION .NET UI 2007 MARKETING AUTOMATION QAD ENTERPRISE APPLICATIONS 2007

  4. New Features - EE • 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

  5. New Features • Statutory Currency • Shared Set Merge • Daybooks / AP Daybook Sets • Regional Balance Sheet / Income Statement • SSM • Accrued / Deferred Revenue Reports • Operational Metrics • Picklists for Depot orders

  6. New Features • 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

  7. Upgrade Considerations

  8. QAD 2009 EE Upgrade Considerations • Financial / Regulatory • Business • Implementation • Technical • Security • Customization • Reporting • Tools • Training • Upgrade Plan

  9. Financial / Regulatory Considerations 12

  10. Financial / Regulatory Considerations • Internationalization – localizations are removed • International regulatory functionality incorporated in base product • Can impact all users • Time phased consolidation of international requirements

  11. Business Considerations 14

  12. Considerations 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 15

  13. Business Considerations 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

  14. Business Considerations General Ledger Expanded Account Structure New Reporting Structure Format Positions Removed Additional Setup Business Relations Shared Services AP AR

  15. Business Considerations 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

  16. Implementation Approaches 19

  17. Implementation Considerations 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 “lilly pad” for another upgrade – If so, how can it be positioned for the next upgrade

  18. Upgrade Scenarios Technical Migration with data conversion Customization Data Conversion Small Process Changes Optimization Technical Migration without data conversion Optimization Conversion Data Load Small Process Changes Re-Implementation Re-define Business Processes Non-Intrusive Customizations Data Load 21

  19. Centralize/Standardize First QAD 2007QAD 2008 Standard Edition QAD MFG/PRO 8.6, 9.0, eB, eB2 QAD 2009 Enterprise Edition ERP Database Plant 1 ERP Database Plant 1 ERP Database Plant 1, 2 and 3 ERP Database Plant 1, 2 and 3 ERP Database Plant 2 ERP Database Plant 2 ERP Database Plant 3 ERP Database Plant 3 22

  20. Migrate first to QAD 2009 Enterprise Edition, than Centralize and Standardize QAD MFG/PRO 8.6, 9.0, eB, eB2 QAD 2009 Enterprise Edition ERP Database Plant 1 ERP Database Plant 1 ERP Database Plant 1, 2 and 3 ERP Database Plant 2 ERP Database Plant 2 ERP Database Plant 3 ERP Database Plant 3 23

  21. Technical Considerations 24

  22. Technical Considerations • Architectural • Number of databases • Number of domains • Options • Single database with multiple domains • Multiple databases with multiple domains • Single database with single domain

  23. Technical Considerations • 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

  24. Security Considerations 27

  25. Role Based Security • All application security in QAD 2009 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 • 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

  26. Customization Considerations 29

  27. Customization Considerations • 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

  28. Reporting Considerations 31

  29. Reporting Considerations 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 Requirement Solution .NET Browses .NET Reporting QAD BI 32

  30. Workbenches, Browses, Collection Pre-set with user ability to change and create new

  31. Reporting • 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 QAD EA 2009 includes samples • Existing reports converted over time 34

  32. Business Intelligence Return QAD BI 3.0 • “Value -- for customers, shareholders and • employees -- is either created, compromised • or destroyed every time a decision is made • inside an organization.” • Available NOW for Early Adopters • GA in March 2010 • Want more information? • Monica Borrell • mob@qad.com • 503-329-2394 What resonates? QAD Proprietary

  33. Tools Considerations 36

  34. Standard Conversion Tool Domain Merge Tool Custom Code Conversion Tool Program Tracer Tool Non-intrusive customization framework Tools 37

  35. 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 38

  36. Training Considerations 39

  37. Training Considerations • Consider Enterprise Financials as an implementation of a new module – Core Team • Introduction to EE (5) • Advanced Financials (4) • Security (1) • Reporting Framework (3) • Non-intrusive customization (5) • System admin (4) • Conversion (3) • Assess the training needed for the operational modules

  38. Training Considerations 41

  39. Easy On Boarding • Place holder

  40. Appendix • Upgrade Plan

  41. Q-Advantage Implementation Methodology Plan Design & Configure Test & Accept Deploy & Evolve Implement Manage Complete Process & Technical Design Complete Final Data Load Kick-off Project Train End Users Agree on Business Process Solution Design Train Core Team Complete Data Validation & Functional Testing Execute Cut-Over Plan Agree on Project Controls Build System, Scripts & User Procedures & Convert Data Complete System & Performance Testing Post-Launch Evaluation Conduct Stakeholder Validation Session Manage Applications & Support Develop, Deliver & Test Custom Solution Agree on Project Plan & Resources Determine Core Model / Rollout Requirements Develop Cut-Over & Deployment Strategy Validate / Refine Solution via CRP Cycles Adjust Core Model & Rollout Plan Communication & Change Management Program & Project Management 44

  42. Sample Plan • Phases • 0 - Engage • 1 - Plan • 2 - Design & Configure • 3 - Test & Accept • 4 - Deploy & Evolve

  43. Phase 0 - Engage • Complete Customer Profile • Customer Full Product Presentation • Functional Scope Workshop • Technical Interview (infrastructure, sizing) • Customization Scope

  44. Phase 1 - Plan • Initiation Activities • Present Scope & Assumption (operational changes vs technical upgrade) • Kickoff & Train on Methodology • Project Management Planning Workshop • "Present PMP - Org, Policies, Change Process" • Multi-Site Strategy Workshop • Quality Assurance Planning Workshop

  45. Phase 1 - Plan • Change Management Strategy WS • Business Solution Design Activities • Custom Systems Design & Estimate • Present Process Packaged Process Maps & Demo Execution • Process Gap Analysis if Required & Resulting work as Change Order • Project Implementation Plan WS • Baseline Measurement Workshop (metrics) • Phase Closure Activities

  46. Phase 2 – Design & Configure • Technical Team Training • 2009 EE Installation Class • 2009 EE Administration Class • QAD Reports Training • 2009 EE conversion training • 2009 Non intrusive customization layer training (confirm that this includes xml loads) • Security training • Infrastructure development • Install project environment • Customer Database Review/Prep • Data conversion test #1 • System performance test planning • Core Team Training • User Interface training • Introduction to EE Financials • 2009 EE Advanced Financials

  47. Phase 2 – Design & Configure • Solution Design • Data conversion review • GL - process design • AP - process design • AR - process design • Reports • Develop security model • Development activities • Programming tasks • Third party integration • CRP Cycles • CRP1 - initial pilot / prototype • Create test scenarios / scripts • data conversion # 2 • Execute scripts • CRP report out • Issue review

  48. Phase 2 – Design & Configure • CRP 2 • Update test scenarios / scripts • data conversion # 3 • Execute scripts • CRP report out • Issue review • Documentation • Work aids • GL - work aids • AP - work aids • AR - work aids

  49. Phase 3 – Test & Accept • Develop and Agree upon Test Plan • Acceptance Test Preparations • Conduct End-user training - for User Acceptance Test • Conduct Final Acceptance Tests • Conduct Performance Tests • Phase Closure Activities

  50. Phase 4 – Deploy & Evolve • Develop cut-over plan • Complete production system preparation • Full end user training • End user practice sessions • Migration activities • Go Live conversion • Support post live processing • Close and handover project • Prepare for next site installation

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