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QAD Business Intelligence. CAUG October 10, 2011. Bill Wermes. QAD California User Group. Navigate your oceans of data …. Data. Data. Data. Data. Data. Data. Data. Data. Data. Data. Data. …with QAD Business Intelligence. QAD Business Intelligence .
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QAD Business Intelligence CAUG October 10, 2011 Bill Wermes QAD California User Group
Navigate your oceans of data… Data Data Data Data Data Data Data Data Data Data Data …with QAD Business Intelligence
QAD Business Intelligence Similar terms: “Performance Mgt”, “Data Warehousing”…it’s Analytical vs Transactional… Complete rewrite – worked with experts in the field and customer feedback to create latest version Focus was not so much on charts and graphs – that’s what the tool does – but on enabling organizations to make better decisions! Improve the ability to see the data, data, data that you already have
Regardless of your business or the product you make… …the goal is to run your business based on facts, not guesses
Operational Data • Report Writing is Complex • Multi-system Reports Hard or Impossible • Historic Data Access / Availability • Spreadsheet Building Time / Effort / Errors
Metrics • Cash Flow Analysis • Customer & Product Profitability • Sales Plan vs Forecast • Inventory Turnover • On-time Delivery in Full • Trending
Areas for Investigation 7 • Which customers & products have the greatest profitability? • What is the right “mix” of products to sell? • How are discounts impacting us? • What trends are occurring concerning costs? Profitability? • Where are the greatest opportunities to reduce Cost of Goods Sold? • What reps, products, operations are performing according to plan?
Evolution • Decision Support • QAD BI 1.0 • QAD BI 2.0 • QAD BI 3.0 Release 3.5 …
Today To help take decision making to more people Unlock more of your data to others… …even while not at your desk
“It is perfectly true that top management must have the final say, the final responsibility. But the business enterprise of today is no longer an organization in which there are a handful of “bosses” at the top who make all the decisions while the “workers” carry out orders. It is primarily an organization of professionals...exercising autonomous, responsible judgment. And every one of them -- whether manager or individual expert contributor -- constantly makes truly entrepreneurial decisions, that is, decisions which affect the economic characteristics and risks of the entire enterprise.” Peter Drucker
BI’s Role in your Organization Matching Need To Solution Executives CEO, CIO, CFO • QAD Business Intelligence • - Long term trend analysis • Both QAD and non-QAD data • Easy access (web, mobile) Strategic Dept. Managers Finance, Sales,... Tactical • QAD Enterprise Applications • Inquiries & Standard Reports • Operational Metrics • Reporting Framework • Browses & Collections Operational Operations Prod. Mgr, Planners Warehouse, Staff
Closed-Loop Decision-Making Measure Business State Implement Gather Data Model V3.6 Analysis Collaborate V3.3
QAD BI 3 – Components • QAD Data Warehouse Designer • Consolidate into a single warehouse optimized for simple, fast access • QAD and non-QAD data sources • Uses MS SQL Server and Analysis Services for Data Warehouse • Modules • ERP “aware” streamlines access to current and historical QAD ERP data • Extensible to support non-QAD data sources • Collaborative Portal • Easy to use and create dashboard and reporting environment • Optional 3rd Party: Cognos or other BI or Reporting solution • Can provide advanced capabilities beyond the QAD BI Portal
BI Architecture… a graphical depiction of how QAD BI data warehouse works…
BI Architecture…automatically documents the transformation and provides “Trackback Diagrams”
DataAnalysis Collaborate…people look at things from a different perspective… 20
Collaborate Email Collaboration Forum Collaboration
To the Solution…. … Let’s be a business user…
Customer Value Capital Safety offers the broadest line of fall protection equipment, rescue and confined space products. • Have 12 separate data bases • Wanted consistent global BI platform • Wanted ability to use budget excel spreadsheets as data sources • Taking advantage of Regional Currencies in BI to view several countries in one currency • Rolled out first region in 5 weeks
QAD BI helps with 4 Business Pressure Points • Revenue Enhancement • Improved Risk Management • Cost Containment • Operational Control