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Manage Your Enterprise Assets from Cradle to Grave – A Day in the LifeMike Lane, Jon Edwards and Nancy Majure, QADMay 7, 2019
Safe HarborManage Your Enterprise Assets from Cradle to Grave – A Day in the Life
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This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are subject to significant risks and uncertainties. Actual results and events may differ materially from those set forth in these forward-looking statements. These risks and uncertainties are detailed in QAD’s SEC filings, including its latest Annual Report on Form 10-K and in particular the section titled “Risk Factors” therein and other periodic reports subsequently filed by QAD with the Securities and Exchange Commission.
This presentation contains references to certain financial measures that have been adjusted to exclude certain expenses and other specified items. These financial measures differ from comparable measures calculated and presented in accordance with accountingprinciples generally accepted in the United States of America (“GAAP”) in that they exclude unusual or non-recurring charges, losses, credits or gains. Management believes that financial presentations excluding the impact of these items provide useful supplemental information that is important to a proper understanding of the Company’s results. These presentations should not be viewed as a substitute for results determined in accordance with GAAP, nor are they necessarily comparable to non-GAAP financial measures presented by other companies.
This presentation is intended to outline QAD’s general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, functional capabilities, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functional capabilities described for QAD’s products remains at the sole discretion of QAD.
QAD undertakes no obligation to update forward-looking statements.
IntroductionManage Your Enterprise Assets from Cradle to Grave – A Day in the Life
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Mike LaneProduct Manager
QAD
Jon EdwardsSenior Project Manager,
ArchitectQAD
Nancy MajureDirector EAM Global
Business PracticeQAD
AgendaManage Your Enterprise Assets from Cradle to Grave – A Day in the Life
• Introduction • Web UI Release Status and Roadmap
- Fixed Assets- Enterprise Asset Management
• A Day in the Life of an Asset Demonstration• Next Steps & Wrap Up• Q&A
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QAD Adaptive ERP – Assets Manage Your Enterprise Assets from Cradle to Grave – A Day in the Life
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Fixed Assets Web UI
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Fixed Assets Web UI − OverviewManage Your Enterprise Assets from Cradle to Grave – A Day in the Life
• Familiar QAD Fixed Assets concepts in Adaptive UX• Accounting for full asset life cycle – acquire to retire• Streamlined flows with enhanced
capabilities - Asset activation- Transaction processing- Asset register reporting- Fixed Assets department roles
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Fixed Assets Web UI – BenefitsManage Your Enterprise Assets from Cradle to Grave – A Day in the Life
• Leading edge flows for asset processing and accounting• Flexible access to accurate and up to date information• Global capabilities for cross jurisdictional reporting
- Easy to customize depreciation• Integrated with QAD EAM and QAD Financials• Cloud-based, easy to implement Web UI with role
management
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Fixed Assets Manager9
Fixed Assets KPIsAsset ActivationBusiness RulesFixed Assets
Fixed Assets Clerk10
Asset Create
Depreciate
Split
Transfer
Cost Adjustment
Retire / Dispose
Fixed Assets Web UI – RoadmapManage Your Enterprise Assets from Cradle to Grave – A Day in the Life
• Purchasing / Accounts Payable link to Fixed Assets- Streamline asset creation with direct link to invoice
• Parent and Child - Combine assets with different economic lives – componentization
accounting requirement
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Enterprise Asset Management
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Managing the Life CycleManage Your Enterprise Assets from Cradle to Grave – A Day in the Life
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Retire
MaintainCreate
Plan & Design
AcquireModify
Monitor
Capital & Expense ProjectsManage Your Enterprise Assets from Cradle to Grave – A Day in the Life
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Work Order
Materials Required
Project Cost Analysis
Assign to EngineerPlan
Labor Parts usedEquipment
history
Close
Work OrderQueue + Work Instructions
Finish
ProjectView
Plant MaintenanceManage Your Enterprise Assets from Cradle to Grave – A Day in the Life
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Maintenance Order
Maintenance Request
Materials Required
Cost & FailureAnalysis
Assign to TechnicianPlan
Labor Parts usedFailure details
Readings Equipment
history
Close
Work OrderQueue + Work Instructions
Finish
Roadmap - QAD Enterprise Asset ManagementManage Your Enterprise Assets from Cradle to Grave – A Day in the Life
• March 2019- Maintenance Technicians perform all normal activities in the Web UI- Strengthened Work Order Execution
- Inventory Issue, Equipment, PM Management, Links for PMs
- Functional Enhancements- WO Finish Approvals, WO Step Completion
• September 2019 - Project Setup and Execution
- Work Breakdown Structure / Job create & Actions
- Rotable Receipts and Returns
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Managing an Asset’s Life Cycle Demonstration
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SummaryManage Your Enterprise Assets from Cradle to Grave – A Day in the Life
• Adaptive Solutions- Effective, more complete fixed asset financials - Improved user experience - Increased mobility and accessibility - Comprehensive business processes in the Web UI - Efficient record management- Ever expanding extensibility
• Assets – Cradle to Grave• The Future is Now!
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Next StepsManage Your Enterprise Assets from Cradle to Grave – A Day in the Life
• Hands-on room demo scripts• Evaluate current asset processes • Identify opportunities• Speak with account team • Prepare the case • Get on board
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Wrap Up - Must See TVManage Your Enterprise Assets from Cradle to Grave – A Day in the Life
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Next Gen Enterprise Asset Management -
Demo Theater
Nancy Majure & Jon Edwards4:15 PM – 5:15 PM, Tuesday Oak Alley Room
Fixed Assets - Demo Theater
Mike Lane9:45 AM – 10:45 AM, Thursday Oak Alley Room
Procurement to Pay – A Day in the Life
Marta Losada & Eladi Minguez9:45 AM – 10:45 AM, Thursday Waterbury Ballroom
Questions and AnswersManage Your Enterprise Assets from Cradle to Grave – A Day in the Life
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Mike [email protected]+353 61.213641
+1 770.903.7207
Nancy [email protected]+1 404.725.5314
Thank You!Manage Your Enterprise Assets from Cradle to Grave – A Day in the Life
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www.qad.com©QAD Inc. 2019