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Customer Self Service for Configured Products

Midwest User Group Meeting. Customer Self Service for Configured Products. Hank Canitz – Sr. Dir Industry Marketing. Midwest User Group Meeting. Agenda. Mass Production to Mass Customization QAD Configurator QAD Customer Success Story Recommended Actions. Midwest User Group Meeting.

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Customer Self Service for Configured Products

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  1. Midwest User Group Meeting Customer Self Service for Configured Products Hank Canitz – Sr. Dir Industry Marketing

  2. Midwest User Group Meeting Agenda Mass Production to Mass Customization QAD Configurator QAD Customer Success Story Recommended Actions

  3. Midwest User Group Meeting Customers Demanding “Mass Customization Is (Finally) The Future Of Products” Forrester, April 15 2011 • Lower prices • Higher quality • Faster delivery • Customized products

  4. Midwest User Group Meeting Mass Production …

  5. Midwest User Group Meeting … Mass Customization

  6. Midwest User Group Meeting The Emergence of Mass Customization • Commoditized Products High Value Offerings • The challenge • In a recent study more than 35% of consumers were interested in purchasing build-to-order products • A polarized economy will develop • The Impact • To meet CTO requirements manufacturers must adopt: • SC technologies that enable more efficient production • Customer-facing technologies, like order configurator • More effective management of engineering changes • More accurate new product demand projections

  7. Midwest User Group Meeting Manufacturing Strategies Variety Delivery Lead Time Engineer-to-Order (ETO) Delivery Lead Time Configure-to- Order (CTO) Make-to-Order (MTO) Delivery Lead Time Assemble-to-Order (ATO) Delivery Lead Time Make-to-Stock (MTS) Volume

  8. QAD Configurator Midwest User Group Meeting

  9. Midwest User Group Meeting QAD Configurator • A powerful application designed to simplify processing of configure-to-order products • Captures engineering knowledge • Guides through the selling process • Automatically generates work orders and routings

  10. Midwest User Group Meeting Intuitive, Informative, Intelligent • Guided sales • Flexible questionnaire design • Powerful price calculations • Instant conversion of customer requirements into manufacturing requirements • Product configuration rules • Seamless integration

  11. Midwest User Group Meeting Uses the QAD .NET UI

  12. Midwest User Group Meeting Available for QAD SE and EE • Integration with • Sales Quotations • Sales Orders • Items and Item-Site records • Product Structures • Routings • Costing • Pricing

  13. Midwest User Group Meeting Externalization of labels & full translation Configurator uses QAD Enterprise Applications language infrastructure Available in all QAD core languages 13

  14. Midwest User Group Meeting Your Competitive Advantage • Meet customers’ specific requirements • Streamlined order and quotation process • Reduced error rates • Reduces lead time to fulfill orders • Bridge knowledge gap

  15. Midwest User Group Meeting Key Recent Product Enhancements Forecast consumption for planning items User defined warning messages Enhanced for kits and links to sales quotes/ orders New attribute creation rules Integration with enhanced best pricing

  16. QAD Configurator 5.4 Enhancements March 2013 Release Midwest User Group Meeting

  17. Midwest User Group Meeting Configurator 5.4 Release • Enhancement Release, March 2013 • Variant Item Master Comment creation • EMT support: Supplier Item creation • Cost Roll-up control flag in Configuration Rebuild • Usability and layout improvements in Questionnaire

  18. Midwest User Group Meeting Variant Item Master Comment Creation Creates master comments for configured item Perfect to add configuration description and notes Visible with item, sales order print, invoice print, et cetera Can also be used to create comments in multiple languages

  19. Midwest User Group Meeting EMT Support: Supplier Item Creation • EMT Process • Supplier Item is the cross-reference to convert PBU SO/PO line items into SBU SO line items • Master Comments can be used for Configuration Description • Configuration Model • One central model • One Configurable Item • Item • Set up Configurator Variant Item-Site Records for both sites • BOM/Routing • Linked to item number Domain A PBU Entity SBU Entity SO Site Ship-From Site SO PO SO VItem Site VItem Site Supp. Item VBOM VItem VRout. COP CItem PC Rules SC Rules

  20. Midwest User Group Meeting Cost Roll-up Control Flag in Configuration Rebuild • Allows to rebuild configuration with or without a cost roll-up • A rebuild without cost roll-up is often done when cost are frozen for a certain period (typically a financial year), but the actual configuration changes within this period

  21. Midwest User Group Meeting Usability and Layout Improvements in Questionnaire Less “white space” Logical features display in one line Browse shortcut Alt-B Auto-complete feature/option search text Visual separation header data, configuration description in browse Hide tabs without feature

  22. Configured Products Through the Web Midwest User Group Meeting

  23. Midwest User Group Meeting Configured Products through the Web

  24. QAD CSS and Configurator Integration Five Simple Steps 1. Select configurable product from catalogue CSS / Configurator

  25. QAD CSS and Configurator Integration Select Configurable Product

  26. QAD CSS and Configurator Integration Step 2 1. Select configurable product from catalogue CSS / Configurator 2. Review standard configurations

  27. QAD CSS and Configurator Integration Review “Promoted” Configurations

  28. QAD CSS and Configurator Integration Step 3 1. Select configurable product from catalogue CSS / Configurator 2. Review standard configurations 3. Use as-is or change configuration

  29. QAD CSS and Configurator Integration Select or Change Configuration

  30. QAD CSS and Configurator Integration Step 4 1. Select configurable product from catalogue CSS / Configurator 2. Review standard configurations 4. Add to shopping cart 3. Use as-is or change configuration

  31. QAD CSS and Configurator Integration Add to Cart

  32. QAD CSS and Configurator Integration Step 5 1. Select configurable product from catalogue CSS / Configurator 2. Review standard configurations 5. Check out 4. Add to shopping cart 3. Use as-is or change configuration

  33. QAD CSS and Configurator Integration Check Out

  34. Conclusion Midwest User Group Meeting

  35. Midwest User Group Meeting Value of Using the QAD Configurator

  36. Midwest User Group Meeting To Configure … Or Not to Configure Determine the market for configured products in your industry… Does your company have the desire and capability to design, manufacture, and sell configured products? Build a business case to support getting into or improving your configured product capabilities through the use of the QAD Configurator.

  37. Midwest User Group Meeting Let QAD Help • Discovery / Vision Engagement • Rapid value assessment • Map QAD potential solutions to business goals / strategies / tactics & processes • Recommendations & ROI analysis of high potential areas 1 2 3 4 Process QSCANs Schedule an on-site discovery / vision engagement to let QAD help you determine how to efficiently & effectively offer configured products.

  38. Questions? Hank Canitz Senior Director Industry Marketing HCC@QAD.com Midwest User Group Meeting

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