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Easy On Boarding Overview QAD Enterprise Application Standard Edition Dennis Barrett Etienne Ouvry. What is Easy On-Boarding?. It is a fast and affordable way for customers to implement QAD Enterprise Applications using:. 2. Industry-specific solutions Built in Best Practices
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Easy On Boarding Overview QAD Enterprise Application Standard Edition Dennis BarrettEtienne Ouvry
What is Easy On-Boarding? It is a fast and affordable way for customers to implement QAD Enterprise Applications using: 2 Industry-specific solutions Built in Best Practices Pre-defined project scope Predictable costs Short implementation times
Easy On-Boarding - Objective Accelerated implementation of a standard solution Quick time to benefit Minimum effort delivery/cost possible Minimum functionality practical Implementation of QAD predefined processes and configuration for a vertical Fixed fee Clearly defined Scope/Approach/Responsibilities Applicable to properly qualified opportunities Can be positioned as a complete implementation or starting point for more complex implementation
EOB Approach vs. Standard Approach What is your Business Driver? Basic or Custom? 4
EOB Toolbox Industry Best Practice Using Process Maps All Deliverable Templates Preconfigured Static Data Readily Initialized Environment On Demand On Premise Option Customer Data Load Facilitation Tools Work Aid Templates Acceptance testing scripts
Team • Elaine Marshman • Carol Cvitkovich • Terry Onica • Dave Doyle • Brian Kurucz • Dante Venditti • Mike Polelle • Dennis Barrett • Etienne Ouvry
Preconfigured Data (examples) • Chart of Accounts (but adaptable) • Generalized Codes (e.g., inventory status, descriptions) • User roles, groups and security • Countries, currencies, taxes, credit terms • Calendars • Number ranges, rounding
EOB – Environment Initialization Initialize System with Predefined Static Data – non-transactional data that is required by the system on an ongoing basis and is relatively “static”, or does not change on a day-to-day basis 8
EOB – Environment Initialization Guided Entry of Customer Specific Static Data 9
EOB – Environment Initialization Guided Entry of Customer Specific Static Data 10
EOB – Environment Initialization Guided Entry of Customer Specific Static Data Some Pre-defined but Customer changeable with automated maintenance of behind the scenes controls 11
Company Specific Data (examples) • Items • Customers • Suppliers • BOMs • Routings • Open Balances • Open Transactions
EOB – Customer Data Load Tools • Data Load Tools – Data Groups: • Customer Data • Supplier Data • Item Data • Work Orders • Sales Orders • Purchase Orders • General Ledger 13
EOB – Customer Data Load Tools EOB Templates for Import through QXtend Inbound OPTIONAL Data Source XLSX w/ Data Mapping Definitions OPTIONAL Date Source CSV for Customer Data Prep for Direct Import to QXtend Inbound Tools Auto. Pull Validated QAD EA System 14
Other EOB – Knowledge Tools Process Maps Process Workbook Scope & Mgmt Definition Work Aids Validation Scripts Project Plan 15
Other EOB – In Scope Deliverables 16 • 5 Standard Forms with Customer Logo • Purchase Order • Sales Order Acknowledgement • Invoice • Bill of Lading • Check • Picklist/Packing Slip
Other EOB – In Scope Deliverables 17 • EDI Transactions for 2 Trading Partners • 830/DELFOR – Inbound from customer, data integrated into QAD system • 862/DELJIT– Inbound from customer, data integrated into QAD system • 824/APERAK – Inbound from customer, data not integrated but forwarded to printer/email for reporting purposes • 861/RECADV – Inbound from customer, data not integrated but forwarded to printer/email for reporting puposes • 856/DESADV - ASN Outbound to customer
Modular Approach Auto Process CPG Process Life Sciences Process Industrial Process Base Model (On Demand) Standard Extensions EDI, Reports, Integration, Users, On Premise Non-Standard ExtensionsAdditional Modules, Sites, Customizations