QAD Planning and Scheduling Workbenches: Enhancements & Strategy Review

1. QAD Planning and Scheduling Workbenches: Enhancements & Strategy Review CarianneNieuwstraten, QAD Product Manager MWUG, March 20, 2012

2. QAD Planning and Scheduling Workbenches: MSW/PSW Agenda • MSW/PSW Benefits and Value • Enhancements Review • Strategy Review

3. QAD Planning and Scheduling Workbenches: MSW/PSW Master & Production Scheduling Objective • Establish an item’s most optimum build schedule that meets customer demand. • Measurements : • Improved Customer Service • On time deliveries • Reduced back orders • Improved and Reduced Inventories • Inventory turns • Reduced inventory investment • Stable Manufacturing Schedule • Increased production efficiency • Reduced set up costs/time • Reduced overtime costs

4. QAD Planning and Scheduling Workbenches: MSW/PSW Master Scheduler’s Challenge Executives ROI must improve; the stockholders are not happy! Finance There’s too much cash tied up in inventory! Manufacturing There are too many changes! Provide fixed schedules and the correct parts and delivery will improve. Engineering There’s a new product introduction scheduled for the fall! But we need more time for design! Sales Service levels are down. I need more inventory! Whatever it takes to keep the customer happy!

5. QAD Planning and Scheduling Workbenches: MSW/PSW Production Scheduler’s Challenge Manufacturing Labor / machine resources not available for 2nd shift – what are you going to do about this? Finance High variances to “plan” (extra setup, downtime, labor), you need to optimize your production schedule. Sales Drops in a new high priority order due tomorrow, which order can be moved? Materials You can’t change the schedule on short notice and expect the materials to be available.

6. QAD Planning and Scheduling Workbenches: MSW/PSW Planning & Scheduling Challenges

7. Capacity Frame Displays capacity information per selected resource in the Schedule Grid - Balance your planned and required capacity. MSW – Master Scheduling Workbench Schedule Grid The primary context of the workbench. - View and modify your production schedules for each item. Supply/Demand Frame Provides demand & supply information per selected item in the Schedule Grid. - Primary information used for scheduling decision making.

8. MSW – Master Scheduling Workbench Supporting Panels Enables master scheduling action and decision making. Represents over 30 maintenance programs and reports!

9. PSW – Production Scheduling Workbench Production Order Browse Search & group data per user specification Production Order Sequence Grid Schedule and sequence production orders by item attributes - Drag & Drop the orders to the desired position on the Sequence Grid. Production Order Maintenance View and maintain all order details

10. QAD Planning and Scheduling Workbenches: MSW/PSW Click For Next Point Tying It Together Months-Weeks-Days Days Day-Shift-Intervals Master Scheduling Production Scheduling Release To shop Floor Execution Master Schedule Workbench (MSW) Production Scheduling Workbench (PSW) Component Available Check (CAC) Release to production with verification of available materials Create a master schedule balanced to Supply /Demand /Resources Maximize production efficiency through schedule optimization • Avoid costly downtime • Reduce costly expedites • Reduce late customer shipments

11. Customer: Cascade Engineering • Multi-business manufacturer(automotive, commercial truck & bus, solid waste & recycling, home & office) • Leading provider of engineered plastics systems and components (plus growing number of sustainability-focused products and services) • Headquartered in Grand Rapids, MI, USA • 7 Manufacturing Facilities in NA • 1 Manufacturing Facility in Europe • QAD 2008 SE, repetitive Pain Points • Capacity visibility • Schedule changes Live • Two plants; first plant live: April 10, 2011 • Roll out to 4 plants in next 4 months

12. Customer: Superior Essex • A global leader in the design and manufacture of copper and aluminum round and rectangular magnet wire used in motors and transformers • Headquartered in Fort Wayne, Indiana, USA • 2008 SE, discrete Pain Points • No master scheduling process in place • Limited to no capacity visibility • Homegrown scheduling system Live • First plant: February 10, 2012 • Roll out to 5 more plants in next 6 months

13. New Workbench Enhancements

14. QAD Planning and Scheduling Workbenches: MSW/PSW 1. EAM Order Visualization • Business Scenario: Maintenance department needs to schedule maintenance for a machine/line. Might impact production plan. • Planner Objective: Understanding of maintenance plans ahead of time allowing Planner to communicate with maintenance department to schedule best date/time for maintenance with minimal impact on production plan, where possible.

15. QAD Planning and Scheduling Workbenches: MSW/PSW Visualize EAM Orders • EAM Orders Created • Maintenance work starts • EAM Orders Scheduled • Order Closed • No WB visualization • No consumption of WB capacity • No change on WB • Visualization on WB • No impact to capacity on WB • Scheduler can see work is complete and see history if desired

16. QAD Planning and Scheduling Workbenches: MSW/PSW EAM Detail | Summary - Details Repair Tech Schedules (firms) EAM order WB alerts scheduler request for acceptance Scheduler reviews EAM Repair Order Scheduler speaks with Repair Tech if there is a conflict Repair Tech makes changes to order as needed

17. QAD Planning and Scheduling Workbenches: MSW/PSW EAM Detail | Date/Time I can see the planned start and end time and estimated down time impact If this is not acceptable, I can speak with Maintenance Dept. to reschedule it!

18. QAD Planning and Scheduling Workbenches: MSW/PSW EAM Detail|Resource Relationships I can visualize the relationship of the production line to the work centers.

19. QAD Planning and Scheduling Workbenches: MSW/PSW 2. Co-\By-Product Support • Business Scenario: Process generates more than one product - examples: • Injection molding • Metal stamping • Planner Objective: Manage the various products as a joint structure.

20. QAD Planning and Scheduling Workbenches: MSW/PSW 2. Co-\By-Product Support • Solution: • Integration of existing standard co-\by-product capabilities into MSW/PSW • ….with additional benefit that co\by functionality can now also be leveraged in repetitive environments when using the workbenches

21. QAD Planning and Scheduling Workbenches: MSW/PSW 2. Co-\By-Product Support

22. QAD Planning and Scheduling Workbenches: MSW/PSW 3. Product Structure Filter • Business Scenario: Customer increases demand for end item already scheduled for particular due date; multiple BOM levels • Causes schedule increase for end item • May require increase of one or more lower assembly schedules to meet short-term demand increase • Planner Objective: Quickly gauge impact of demand increase/change across all BOM levels

23. QAD Planning and Scheduling Workbenches: MSW/PSW 3. Product Structure Filter

24. QAD Planning and Scheduling Workbenches: MSW/PSW Availability and Documentation • Workbenches – General: • eB2.1 SP4 and Up, add-on • 2010.1EE+, core • Availability – New Enhancements • 2012 EE except for co\by • EE Package – target: mid-April • SE Package – target: mid/end of May • Documentation • Install, user and training guides

25. Vision/Strategy

26. QAD Planning and Scheduling Workbenches: MSW/PSW Vision Load-Leveling Constraint-Based Master Scheduler Finite Capacity Production Scheduler Material Plan Material Requirements Planning Production Scheduling Workbench Master Scheduling Workbench Master Schedule

27. QAD Planning and Scheduling Workbenches: MSW/PSW Business Drivers • Are tied to the goals of the Master Scheduler being: • Create a level schedule • Level by Volume and Mix - Load, Setup, other • Meet customer delivery expectations • Make to Order, Make to stock, Manage Backlog • Business Interests • Manage Inventory, (Safety Stock, Seasonal, Customer service levels, Buffer) • Manage Number of Setups • Customer/Item Priorities • Reduce expediting, overtime, etc. • Other

28. Planning / Scheduling MPS Leveling Calculation Calculates a level loaded (constraint based) Master Production Schedule over a user defined period of time for a site or group of production lines.

29. QAD Planning and Scheduling Workbenches: MSW/PSW Vision Load-Leveling Constraint-Based Master Scheduler Finite Capacity Production Scheduler Material Plan Material Requirements Planning Production Scheduling Workbench Master Scheduling Workbench Master Schedule

30. Learn More:www.qad.com/explore

31. QAD Planning and Scheduling Workbenches: MSW/PSW Contact Information • CarianneNieuwstraten • Phone: 503-236-0025 • E-mail: czn@qad.com