Trade Activity Management

Frank Feustel, Director Product Management, QAD Rob DiMeola, Product Owner, TAM, QAD LEARN.

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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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Trade Activity Management

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Agenda

Market Problem Vertical Forum Solution Definition and Preview Roadmap Early Adopter Program Next Steps Q&A

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Trade Activity Management

Market Problem: Get your trade activity under control

  Enable effective management of GPO contracts Enable effective trade spend management

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Vertical Forum

Trade Activity Management Bart Reitter Director of Marketing, Life Sciences Stephen Dombroski Senior Marketing Manager, Consumer, Food & Beverage

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Solution Definition

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TAM Solution Components

Browses, Reports, Collections, Metrics

Contracts

Contract pricing History Activity center

Promotions

Deals Discount details Activity center

Deductions/Claims

Create/Generate Review Activity center

Base

Agreement types Deal profiles Control

Indirect Sales

Buying groups Members Sales/Returns

Accounting

TAM Acct Maint. Accruals Multi-currency Attributes, Customers, Items, Analysis Codes

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Trade Activity Management

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Direct Sales: TAM Promotions

Immediate Discount – order/line discount Bonus Goods – additional goods given for free or at a discount Allocated Funds – fixed marketing $ Deferred Discount – future discount based upon Sales activity

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Trade Activity Management

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Indirect Sales: TAM Contracts

Buying groups Indirect addresses Contracts Indirect sales Chargebacks Fees

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Preview

Trade Activity Management LEARN.

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Trade Activity Management

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Indirect Concepts

Buying group membership Contract deal definition Indirect sales management

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Trade Activity Management

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Pricing Accuracy

Contract pricing including tier pricing Best pricing: immediate discounts Bonus goods

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Trade Activity Management

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Visibility

Earned Discounts Sub-ledger Contract History Centers Accruals Deductions

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Roadmap and Early Adopter Program

Trade Activity Management

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Trade Activity Management

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Roadmap

Uplift to Channel Island platform Enhanced Life Sciences support Enhanced Consumer, Food & Beverage support New Channel Islands user experience Closed loop demand planning and forecasting

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Trade Activity Management

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Early Adopter Program

Phase 1 – Current TAM on 2013.1 EE, only Looking for qualification of additional candidates now Clear transition path to phase 2 Phase 2 – Customers on 2015 EE / 2016 EE Qualification of candidates in 2015

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Trade Activity Management

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Next Steps

Attend related sessions The Business Benefits of Cloud - Panel Tracking and Product Genealogy Customer Management & Channel Islands Watch replays of related sessions Life Sciences Industry Kickoff Consumer and F&B Industry Kickoff Insight Into Channel Islands Schedule a Trade Activity Management demonstration with your account manager Express your interest in the Early Adopter program

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Trade Activity Management

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Questions and Answers

Trade Activity Management - R&D Frank Feustel: [email protected]

Rob DiMeola: [email protected]

Marketing - Life Sciences Bart Reitter: [email protected]

Marketing – Consumer Goods, Food & Beverage Stephen Dombroski: [email protected]

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www.qad.com

©QAD Inc. 2015

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