Transcript Slide 1

Using QAD’s Upgrade Decision Guide
Using QAD’s Upgrade
Decision Guide
Elaine Marshman
Global Implementation Standards Manager
QAD
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Using QAD’s Upgrade Decision Guide
Safe Harbor Statement
The following 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.
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Using QAD’s Upgrade Decision Guide
Agenda
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Determining Upgrade Options
Planning an Upgrade
Data Conversion Tools and Tips
Measuring Success
Questions and Answers
Next Steps
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Using QAD’s Upgrade Decision Guide
Determining Upgrade
Options
Using QAD’s Upgrade Decision Guide
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Using QAD’s Upgrade Decision Guide
Upgrade Approach Considerations
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Business value drivers
New modules/functionality
Source/target versions
Data quality
Resource availability
Budget
Standardization – current/target
Customizations
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Using QAD’s Upgrade Decision Guide
Evaluate Deployment Options
 Company strategy
 IT standpoint (strategy, resources,
infrastructure)
 Total cost of ownership
 Potential benefits
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Approach Alternatives
Source
Target
Pre-eB2.1 Current SE
Approach Alternatives
Process
Conversion Alignment
Re-Imp
Improvement
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Pre-eB2.1 Current EE
eB2.1 -> SE Current SE
eB2.1 -> SE Current EE
Older EE Current EE
Recent EE Current EE
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Using QAD’s Upgrade Decision Guide
Upgrade Decision Guide
 Tool to help guide upgrade discussions
and decisions
 Reviews key EE concepts
 Highlights new functionality
 Identifies key information
 Defines upgrade paths
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Using QAD’s Upgrade Decision Guide
Decision Guide Matrix
Current Version
Target Version
Multi-Site
National
Single Site
Multi-Site
Multinational
Data
Diagnostic
Deployment Considerations and Options
Master Data Considerations and Options
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Using QAD’s Upgrade Decision Guide
Data Gathering Questionnaire
Business Structure
Process Changes
Data
•Do you have a
single database
today?
•Does the current
database/domain
structure map to
the target
database/ domain
structure?
•Is data well
harmonized across
each current
instance?
•Do you plan to
implement any new
modules?
•Do you plan to
change any current
operational
processes?
•Do you plan to
make use of EE
financial
improvements or
replicate current
financial processes?
•Is there a specific
need to have
historical data in
the operational
database?
– Who uses it?
– What is used?
•How accurate is
your data?
•Is the current data
structure mapped
to the target data
structure?
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Using QAD’s Upgrade Decision Guide
Recommendation
Process Improvement
 Process map led
 Full EE functionality
 Add new operational functionality
 Cleanse/restructure data
 Business improvement
 Reduce customisations
 Increased value
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Using QAD’s Upgrade Decision Guide
Planning an Upgrade
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Planning and Control
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Finalize project approach
Align expectations
Agree roles and responsibilities
Outline deliverables
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Planning Activities and Templates
Project Planning Workshop
Roles and
Responsibilities
Project
Status
Reporting
Risk and Issues
Management
Activities and
Dependencies
Project
Management Plan
Project
Implementation
Plan
Project Kickoff
Workshop
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Change
Control
Management
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Critical Success Factors
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Involvement of the business
Clearly defined project scope
Formal project plan
Realistic budgets and timeframes
Effective communication
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Using QAD’s Upgrade Decision Guide
Data Conversion
Tools and Tips
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Objective of the Data Conversion Process
Existing QAD
Database
New QAD
Database
Accurately
Effectively
Efficiently
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Using QAD’s Upgrade Decision Guide
Design – Configure Differences
Conversion
Alignment
Process
Improvement
Reimplementation
Upgrade
Software
Upgrade
software
Upgrade
software
Configuration
Questionnaire
Convert
Database
Data alignment
workshop
Data alignment Pre-configured
workshop
data
Extract/refresh
data
Data cleanse &
validation
Data load
workshop
Data load &
validation
Data cleanse
and preparation
Data load
Data validation
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Using QAD’s Upgrade Decision Guide
Data Configuration Stages
Financial
Setup
Questionnaire
Domain
Workshop
Align Control
Files
Load
Predefined
Data
Cleanse Data
Extract Data
Data
Discussions
Data Load
Workshop
Complete/
Validate Load
Templates
Load Data
Data
Monitoring
Validate Load
Data
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Using QAD’s Upgrade Decision Guide
Data Extraction
 Export data into CSV file
 Import CSV file into Excelerator
 Massage columns/data as necessary
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Using QAD’s Upgrade Decision Guide
Data Cleansing
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Cleanse, normalize and rationalize data
Which takes precedence
Cross references
Historical data
Archive and delete
BI Data Warehouse
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Using QAD’s Upgrade Decision Guide
Available Templates
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Pre-defined data
Configuration manuals
Key financial and operational settings
Data mapping guidelines
Planning and monitoring documentation
Data load and alignment workshops
Methods and tools for loading data
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Using QAD’s Upgrade Decision Guide
Data Load Considerations
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Document
Communicate
Plan
Sequencing and interdependencies
Bottlenecks
Formatting/accuracy
Knowledge
Impact on upgrade
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Using QAD’s Upgrade Decision Guide
Data Load Tracking and Validation
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Regular meetings
Assign owner to all data elements
Document all issues
Ensure resolution
- Issues
- Design decisions
 Keep to schedule
 Importance of sequencing
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Using QAD’s Upgrade Decision Guide
Measuring Success
Using QAD’s Upgrade Decision Guide
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Outcome Measurement
Review
selected KPIs
Identify key
assumptions/
collecting
qualitative data
Identify areas
of
improvement
Review
outcome
results
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Analyze and
quantify the
value
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Using QAD’s Upgrade Decision Guide
Questions and Answers
 Elaine Marshman: [email protected]
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Using QAD’s Upgrade Decision Guide
Next Steps
 Attend this related session:
- Paths from On Premise to QAD Cloud ERP
 Attend QAD Enterprise Edition Upgrade
Workshop
 Stop by the Solutions Expo
 Discuss requirements and next steps with
your QAD Sales Representative
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Using QAD’s Upgrade Decision Guide
www.qad.com
©QAD Inc. 2015
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