QAD Business Intelligence Overview Demonstration Guide May 2015 BI 3.11
Overview This demonstration shows how QAD Business Intelligence supports the vision of the Effective Enterprise; where every business process is working at peak efficiency and perfectly aligned to the company s strategic goals. QAD Analytics QAD Business Intelligence Key Points Enabling the Effective Enterprise
Key Performance Indicators (KPIs) Key Performance Indicators (KPIs) define what the Effective Enterprise means to your company, mapping your company s vision, strategy and goals to specific measurements that will help you drive efficiency and identify improvements in the business process. QAD has identified ten high level KPIs focused on the main areas of performance that manufacturers need to measure to ensure their businesses are working at peak efficiency. Business Intelligence Key Performance Indicators (KPIs) Key Points QAD Key Performance Indicator (KPI) Framework o 10 high-level KPIs
Related Metrics Each high-level KPI is a summarized composite measure from comprehensive sets of underlying metrics, or secondary metrics. Lower-level business processes and practices affect each of these secondary metrics. For example, Customer Service metrics include Delivery in Full On Time (DIFOT), Percentage of Backorders, Average Order Cycle Time, Order Management Costs, etcetera. Manufacturing Efficiency metrics include Overall Equipment Effectiveness (OEE), Capacity Utilization, Throughput Ratio, Scrap & Yield Ratio, etcetera. Additional metrics and the relative importance of each one will depend on your definition of the Effective Enterprise. You can monitor performance against your defined metrics using a combination of Business Intelligence Dashboards, Operational Metrics, Browses and Reports. Business Intelligence Related Metrics Delivery in Full On Time Overall Equipment Effectiveness (OEE) Percentage of Backorders Capacity Utilization Average Order Cycle Time Throughput Ratio Order Management Costs Scrap & Yield Ratio KPI Metrics KPI Metrics Key Points Standard metrics Importance varies by company
Enabling Solution QAD Business Intelligence transforms operational data into valuable information that provides insight into your business and performance supporting both strategic and tactical-decision making building on the solid base of operational analytics provided by QAD Enterprise Application. It helps you improve performance against your key metrics by gathering timely, accurate information from across your global enterprise, with built-in dashboards for monitoring performance; analytics that help you spot trends and identify issues; and collaboration tools that help you share critical information and leverage your extended team to make the best decisions. No longer do decisions have to wait for someone to collect and reconcile data, then update a spreadsheet; nor do you have to wait for IT resources to develop the reports you need. Using Business Intelligence, all of your decision makers will have access to the very latest information, free to focus their time on critical analysis and decision-making, not administration! Business Intelligence Enabling Solution Executives CEO, CIO, CFO Strategic QAD Business Intelligence Dept. Managers Finance, Sales, Operations Production Mgr Planners Warehouse Staff Tactical Operational QAD Enterprise Applications -(Operational Metrics, Browses, Reports) Key Points Strategic & Tactical decision-making Gathers and optimizes data, Monitors performance, Built-in analysis Replace spreadsheets - Accessible to users, without requiring IT resources Fast access to timely, accurate data; Collaboration
Solution Components QAD s Business Intelligence solution has three main components. Data Warehouse: The Data Warehouse consolidates all your information, from QAD and non-qad sources, performs any necessary conversions (dates, currency) and optimizes it for simple, fast access. Modules: QAD offers pre-defined modules, such as Order Management, with graphical dashboards and data analysis organized by function. Dashboards are set up to monitor standard KPI s for each functional area and pre-defined Excel spreadsheets (complete with pivot tables) simplify analysis. These make it easy for users to access information without requiring them to formulate complex database queries or bring in programming resources. Collaborative Portal: The Collaborative Portal allows business users to review and share information, securely over the internet, actively collaborating in the decision-making process. Business Intelligence Solution Components Data Warehouse - Collects data from QAD & non-qad sources - Optimized for fast access - Supports strategic & tactical decisions Modules - Pre-defined dashboards & analysis BI Portal - Supports collaboration Key Points Standardized Data Warehouse - Data consolidation, optimization, data conversion; QAD and non-qad sources Modules - Pre-defined analytics by function Quick implementation using out-of-the-box integration with QAD Extensible to support non-qad data sources Dashboards & Reports- Easy to use; easy for business users to create new ones Collaborative Portal for team decision-making
Demonstration Summary In this demonstration, you will see how you can leverage Business Intelligence to continuously monitor performance against your key metrics, analyze results, and support a closed-loop decision-making process, collaborating to make decisions based on complete, up-to-date information. You will see how faster access to more accurate data and built-in analytics will make you more productive and improve decision-making helping you achieve your vision of the Effective Enterprise. Business Intelligence Demonstration Summary Closed-loop decision making process Measure Business State Implement Gather Data Model Analysis Collaborate Key Points Measure Business State - If you don t know a problem exists, you can t fix it Gather Data - Aggregate, convert, optimize and graphically display data; Drill down to details Analysis- Identify root cause, possible solutions Collaborate - Not just here, throughout the process, Important for decision making and socializing the situation to facilitate implementation Model - Review impact of proposed change Implement Measure - Close the loop; set up new reports and visualizations that focus on decision results
How QAD supports decisions with real-time analytical information Mobile BI Using QAD Business Intelligence, you can keep your finger on the pulse of your operation no matter where you are, using dashboards designed for use with any ipad, Android or Windows device. QAD Mobile BI is a free download that allows you to monitor Key Performance Metrics and engage in interactive discussions. Demo 1. On your IPAD, tap QAD BI 2. If prompted, enter User demo, Password qad 3. Tap Demo 4. Tap CFO Mobile Dashboard
5. Tap any graph to enlarge
6. Close 7. Tap QAD Business Intelligence to return to main menu
8. Tap Meetings & Conferences 9. Tap Explore 2014 Key Points Mobile solution - Native ipad support, Android and Windows (with Flash) Graphical dashboards monitor KPI s Interactive discussion forums
How QAD monitors critical financial indicators BI Dashboards These same Business Intelligence dashboards are available from within QAD Enterprise Applications. As the CFO, you can use a financial dashboard like this to show critical metrics. This helps you understand your current situation, at a glance, using data taken directly from your General Ledger. On this one page, you see consolidated financial information and key performance indicators, with the ability to display comparative results and visualize trends graphically. Here you see critical metrics like Quick Ratio, Return on Capital, Days Sales and Days Payables Outstanding, showing the trend over the past 12 months. For more detail, just click. Everything is right at your fingertips! Demo 1. Switch to QAD Enterprise Applications 2. Select Business Intelligence > Public BI Dashboard 3. Enter Username demo, Password qad 4. Collapse the Applications menu
5. Page down 6. In Days Sales Outstanding for the Last 12 Months, click any bar Key Points Data from general ledger; maps accounts from multiple sources/domains o Links to appropriate area for analysis Comparative: Current period, prior period, prior year Visualize trends
How QAD adapts to your needs Browser Access Before looking more at the details, notice that you can also access your Business Intelligence Dashboards from any web browser. This means that no matter where you are, if you have the appropriate security, your critical performance measurements are available for your review. Depending on your logon, Business Intelligence presents you with a customized list of dashboards, often determined based on your responsibilities or role. Demo 1. Switch to your BI session on QPC or launch a session from your internet browser Point out the web address in the top left corner 2. Highlight Dashboard > Demo Key Points Web-based solution; access from any browser Logon determines dashboards; Optionally customized by role
How QAD saves money and reduces implementation time QAD Modules It is important to note that you do not have to develop these dashboards from scratch. QAD delivers Business Intelligence with a number of pre-built dashboards for the QAD Modules EAM Plant Maintenance, Financials, Operations, Order Management, Service and Support Management, and Transportation Management. You do not have to worry about the data or figure out how to measure Key Performance Indicators (KPIs). QAD does this for you, using our knowledge of the software and your industry to provide pre-configured dashboards that include the most relevant KPI s. You can provide decision-makers access to any or all of these dashboards, or combine the critical metrics into customized dashboards specific for each user or role. Demo 1. Highlight Dashboard > QAD Standard Key Points Select dashboard from menu o o Pre-built dashboards by module Custom dashboards Pre-Built Dashboards o o o o o o EAM Plant Maintenance Financials Order Management Operations SSM Transportation Management
Pre-Built Dashboards Every QAD Module includes a number of dashboards, each focused on a particular area of performance measurement. Each user or functional area may access a different set of dashboards, customized to show just the data they need. For example, Finance may choose the Accounts Payable Dashboard to review the status of payables and identify critical suppliers. Your Plant Manager may choose the Operations Dashboard to monitory inventory and production metrics, including critical measurements like Overall Equipment Effectiveness (OEE). Demo 1. Highlight Dashboard > QAD Standard > Financials 2. Click EE Accounts Payable 3. Highlight Dashboard > QAD Standard > Operations
4. Select Capacity Planning and Control Production Lines Key Points Dashboards by user or role, customizable by user Multiple dashboards per user
How QAD enables root cause analysis Drill-Down These dashboards have shown a few examples of the different things you can have on a dashboard. Visual items include high-impact graphics - pie charts, bar charts, grids focusing management attention on critical issues and helping to quickly identify trends. However, Business Intelligence dashboards do not stop there. If you have a concern or want to find out more detail about any item, usually you just need to click it to find the underlying detail. In this example, the drill-down shows you how OEE was calculated, and then allows you to drill down right to the individual transactions. If you need to do further analysis of this data, you have the option to generate a.pdf file or to export this report to an Excel spreadsheet. In the example of the Inventory Management dashboard, a drill down shows another graphic, followed by details in a grid. These options are determined based on your needs, using dashboards that are completely customizable without calling a programmer! Demo 1. In Overall Equipment Effectiveness by Site, click the green bar in period 2/29/2012 2. Click Performance Ratio 0.342 3. Click Actual Run Time 55.90
4. (Optionally) Click Excel icon 5. Click OK
6. Close Excel 7. Click Business Intelligence System tab 8. Highlight Dashboard > QAD Standard > Operations 9. Select Inventory Management 10. In Inventory OH for Product Line in Site, click Automotive Mfg
11. Click Finished Goods Key Points Summary on dashboard; easy access to multiple levels of additional detail Visual items o Bar charts, pie charts, donut charts, line graphs, heat charts, grids o Focus management attention Complete supporting detail o Drill-down links to another visual item o Drill-out links to a report o Option to create.pdf or Excel file Customizable typically by power users, not IT
How QAD encourages collaboration for improved decision making Collaboration Forums As an executive, you might be concerned that finished goods inventory seems excessively high for this business unit, and you may want to talk with others about this. Simply click Collaborate and choose a discussion forum. Scan the list to see if anyone else has commented about this, and if not, post your comment along with a copy of this graph, ensuring everyone who comments is looking at exactly what you are seeing. Notice that when you return to the dashboard, you will see a collaborate icon attached to the graph indicating there are on-going discussions about this item. Demo 1. Click Arrow icon to return to graph format 2. Right-click Inventory OH for Product Line in Site title bar
3. Click Collaborate on this item 4. Click Key Performance Indicators 5. Click Post Topic 6. Enter Topic Summary/Subject High Inventory 7. Enter Topic Details I noticed that Automotive is holding a high finished goods inventory. Can anyone comment as to why? 8. Enter Tags Automotive, Inventory 9. Click include to include/exclude screen captures
10. Click OK 11. Click Home 12. (Optionally) On ipad, tap QAD Business Intelligence to return to main menu 13. Tap Refresh icon 14. Tap Key Performance Indicators
15. Tap High Inventory 16. (Optionally) Tap Graph to enlarge 17. (Optionally) Post Comment Key Points Collaboration area - Search existing topics; Add new topic Forums created by administrators to logically group topics and comments Topics initiated by users. Each topic belongs to a forum Posts made by users regarding a comment; optionally with screen shot
How QAD supports continuous improvement Customized Dashboards & Visual Items The last steps in the closed-loop decision-making process are to implement changes and measure results. You can make this simple by setting up a dashboard or report specifically focused on a particular area. For example, you may wish to monitor inventory levels, so you could set up a new visual item that shows this, or use an existing graph or chart, and then add it to your dashboard. Dashboards are simply collections of what we call Visual Items charts, grids or other display items. If you want to create a new dashboard or add something to your dashboard just open the dashboard, select a visual item and drag-and-drop this item onto your dashboard. That is all there is to it! Demo 1. Switch back to the Internet Browser 2. Select Designer > Dashboard 3. Click New 4. Click icon to expand Visual Items 5. Click icon to expand QAD Standard 6. Click icon to expand Operations 7. Click icon to expand Inventory
8. Drag & Drop Average Days On Hand by Site to Dashboard (that is the 2 nd one) 9. Click Maximize icon 10. Click Save As 11. Click icon to expand Dashboards 12. Click icon to expand Demo 13. Enter Item Name Inventory
14. Click Save 15. Highlight Dashboard > Demo 16. Select Inventory
17. (Optionally) on ipad, tap QAD Business Intelligence to return to main menu 18. Tap Demo 19. Tap Inventory
Key Points Measurement critical to closed loop process o Monitor to see if changes are working Authorized Business Users can configure dashboards Web-based design interface o Drag-and-drop o Right click to delete or edit dashboard items Dashboards can include: o Charts, Grids, Text, Messages, Links, Images, Date, Reports Design area for Reports
Closing In closing, using QAD Business Intelligence you can continuously monitor the state of your business, analyze issues, collaborate to make decisions, and evaluate the effectiveness of these decisions all from a convenient web-browser or mobile device. Pre-built to leverage information from your QAD Enterprise Application, and easily extended to include data from any other source, QAD Business Intelligence will help you monitor performance against your key metrics and make better decisions, faster! Business Intelligence Closing Improved decision-making Faster implementation Enabling the Effective Enterprise! Key Points Improved decision making o o Easy access to data, browser and mobile device Supports closed-loop decision-making Faster implementation o o o Pre-packaged content for QAD Enterprise Applications Open to collect data from other sources Easy to customize by business user Low cost solution