Transcript Slide 1

FEI – Customer Tips for Upgrading
FEI – Customer Tips for
Upgrading
Waseemuddin Safiri, QAD
Ashok Swaminathan, FEI
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FEI – Customer Tips for Upgrading
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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FEI – Customer Tips for Upgrading
Agenda
 QAD
- Why EE?
- How Do We Get There?
 FEI
- About FEI
- Upgrade Journey
- Lessons
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FEI – Customer Tips for Upgrading
Why EE?
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Latest software
More functionality
Easier deployment
Better visibility
Tighter security (SoD)
Unicode
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FEI – Customer Tips for Upgrading
How Do We Get There?
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Q-Scan
Analysis
Planning / Phase 1
Execution / Phase 2
Cutover / Go Live
Support
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FEI – Customer Tips for Upgrading
Upgrade Q-Scan
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Deployment options
Refined benefits and value
Business process improvements
IT and technical considerations
Customization assessment
New tools / technology and trainings
Project and resource plan
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FEI – Customer Tips for Upgrading
Analysis
Q-Scan
Report
Objective,
Goals and
Scope
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Org Structure
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Infrastructure
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Users
and
Location
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Next
Steps
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FEI – Customer Tips for Upgrading
Project Kickoff
Phase - 2
Phase - 1
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FEI – Customer Tips for Upgrading
Planning / Phase 1
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Design workshops: functional and technical
Servers and locations
Software / licenses
Project schedule – timeline
Test conversion
Project team
Deployment strategy
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FEI – Customer Tips for Upgrading
Execution / Phase 2
Technical
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FEI – Customer Tips for Upgrading
Database Conversions
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Delete and archive
Data gathering and approval
Not just a technical activity
3 – 5 test conversions
QAD Services and Support
Conversion checklist and timeline
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FEI – Customer Tips for Upgrading
Cutover / Go Live
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Environment readiness health-checks
Dress rehearsal
Friday  Monday
Staggered resource planning
Communication and coordination
Consolidated checklist
Mechanical go-live(s)
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FEI – Customer Tips for Upgrading
Post Go Live Support
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Resource planning
Local and remote
Functional and technical
Performance
Security
Communication / on-call
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QAD Upgrade Experience
at FEI
Ashok Swaminathan
Safe Harbor Statement
2/11/2014
This presentation contains forward-looking statements that may include our outlook for future periods,
statements about the outlook and expected growth rates for certain markets, customer spending,
product revenues, future earnings and profitability, prospects for margin improvement and market
acceptance of technology. Forward-looking statements may be identified by words like “expect,”
“believe,” “assume,” “will,” “guidance,” or similar terms. Factors that could affect these forward-looking
statements include, but are not limited to, the strength and cyclicality of the Industry market, which
includes the semiconductor, mining and oil & gas industries; the strength of the Science market,
including the impact of government funding for scientific research worldwide; lower than expected
customer orders; risks associated with building and shipping a high percentage of the company’s
quarterly revenue in the last month of the quarter; risks associated with a high percentage of the
company’s revenue coming from “turns” business, when the order for a product is placed by the
customer in the same quarter as the planned shipment; cancellation of customer orders; increased
competition and new product offerings from competitors; failure of the company to introduce products
as planned or achieve cost reductions and revenue growth as planned; failure of the company's
products and technology to find acceptance with customers, particularly with regard to recentlyintroduced new products; inability to successfully integrate acquisitions; technology, supply chain and
other manufacturing problems, especially with regard to new products; the impact of natural disasters
on our business or on our markets; and delays or failure in the development of emerging markets.
Please also refer to our Form 10-K, Forms 10-Q and 8-K and other filings with the U.S. Securities and
Exchange Commission for additional information on these factors and other factors that could cause
actual results to differ materially from the forward-looking statements.
Copyright - FEI 2014
Agenda
• About FEI
• Upgrade Journey
• Lessons learned
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About FEI
• We make microscopes that provide images at
micro, nano and pico meter scales
• Five business verticals
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Materials Science
Life Sciences
Electronics
Industrial Manufacturing
Natural Resources
• Around 2,700 employees globally
• More details at fei.com
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FEI QAD User Base
FEI HQ
Hillsboro, USA
FEI Europe Main Office
Eindhoven, Netherlands
FEI Czech Republic
Brno
FEI China
Beijing,
& Shanghai
FEI
Hongkong
FEI Japan
Tokyo
FEI
Taiwan
FEI Mexico
FEI
Singapore
FEI Australia
Canberra
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FEI Korea
Seoul
Objectives
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QAD ERP system upgrade modernization
Single global financial process
Single operating database
Master data cleansing
Standardize security across regions
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FEI Enterprise Edition Implementation
Implementation Timeline
Project Phases
• Started mid-2012
• Fully tested end 2013
• Deployed WW Jan-Jun2014
• Initial Planning
• Design
• Execution
EE
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Initial Analysis and Actions
Functional Team
Technical Team
• Delete Archive
• Finance decisions
• Master Data Clean
• Business Relationship
Impact
• Server Sizing
• QScan
• Server Location
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Transaction Per location
Concurrent User Sessions
User Base per location
Latency Testing
Final EE Landscape
NA
EU
Japan
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Conversion
• Performed 5 full test conversion cycles
– Validation: Core team and business users involved
• Adhoc test conversions by core team
– Adjust data related issues
– Enhanced the conversion programs
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Merge
• Primarily a technical task
• Validate with business
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Security
• Roles Permission
• Roles defined by process
• Global Roles across all regions
• Used Excel Integration for Roles design
• User Access
• Last step before go-live
• Developed custom program to do User Mass
Access
• Segregation of Duties (SoD)
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Security Roles and User Access - Excel Sample
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Go-Live
• Environment Health Check
– Load Test
– Stress Test
• Review Cutover Check-lists
• Final Test Run
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Cut Over Check-List Sample
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Accomplishments
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Two Prod Regional Servers (HP, AIX) to a Single Server (Linux)
5 Regional Databases to Single Global Unicode database
SE (eB2.1) to EE
Upgraded
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QXtend 1.5 to 1.8
MFS 2.5 to 3.4
ICT 2.0 to 4.0
15 years of Master data cleaned
Implemented Master Data Replication using QXtend
Eliminated
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JetForm, Optio to use QAD Forms globally
650+ customizations
8. Single Global Finance process
9. Security Standardized globally
10. Process Improvements
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Tips
• Document everything
– Conversion, Merge, Validation etc.
• Cut over Checklists
– Multiple iterations
– Don’t change the task sequence mid stream
• Plan to have Conversion run parallel in two servers simultaneously
• Security – start early on
• Performance
– Load & System Testing
– Separate 4GL and SQL process loads
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.NetUI versus Character
Control Your Appetite
Anticipate everything during cut-over tasks
Practice, Practice and Practice
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FEI – Customer Tips for Upgrading
Thank you.
Over to Waseem…..
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FEI – Customer Tips for Upgrading
Summary
 QAD
- Why EE?
- How Do We Get There?
 FEI
- About FEI
- Upgrade Journey
- Lessons
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FEI – Customer Tips for Upgrading
Questions and Answers
 Waseemuddin (Waseem) Safiri:
- [email protected]
 Ashok Swaminathan:
- [email protected]
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FEI – Customer Tips for Upgrading
Next Steps
 Attend these related sessions
@ 11:00 AM:
- Non Intrusive Customization Techniques
- Paths from On Premise to QAD Cloud ERP
@ 01:30 PM:
- QAD EE Upgrade Workshop
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FEI – Customer Tips for Upgrading
www.qad.com
©QAD Inc. 2015
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