Transcript Slide 1

Trade Activity Management
Explore 2014
Rob DiMeola, R&D Product Owner
LEARN.
NETWORK. DISCOVER.
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LEARN. NETWORK.
DISCOVER.
| #QADexplore
QAD Trade Activity Management - Explore 2014
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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QAD Trade Activity Management - Explore 2014
Agenda
 Market Problems/Solutions
 Product Roadmap
 Demo
 Potential Users
 Q&A, Next Steps
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QAD Trade Activity Management - Explore
2014
Market Problems/ Solution Overview
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QAD Trade Activity Management - Explore 2014
Market & Problem Overview
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QAD Trade Activity Management - Explore 2014
Market & Problem Overview
 Pricing accuracy
 Promotional effectiveness and profitability
 Improving demand planning & forecasting use
 Group membership
 Large volume of indirect sales data
 Visibility into promotional deals
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QAD Trade Activity Management - Explore 2014
Solution Overview
Challenge
• Ensuring
consistent
pricing
accuracy
Solution
• Manages
pricelist/
contract
hierarchy to
ensure
correct
pricing
Benefit
• Increases
revenue and
margins
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QAD Trade Activity Management - Explore 2014
Solution Overview
Challenge
• Promotional
analysis/
profitability
difficult with
existing
systems
Solution
• Data in one
location
• Real-time
earned
discounts
Benefit
• Increases
margins with
improved
efficiency
and reduced
errors
• Improves
promotional
effectiveness
with metrics
and
collections
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QAD Trade Activity Management - Explore 2014
Solution Overview
Challenge
• Improving
use/effective
ness of
demand
planning &
forecasting
Solution
• Efficient
processing
• Detailed data
capture
Benefit
• Time to focus
on
effectiveness,
forecasting,
planning
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QAD Trade Activity Management - Explore 2014
Solution Overview
Challenge
• Maintaining
buying group
contract and
membership
Solution
• Group
membership
load, adds,
deletes
• Maintain
member
details
Benefit
• Decreases
inefficiency,
errors by
importing
group
membership
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QAD Trade Activity Management - Explore 2014
Solution Overview
Challenge
• Managing
large volume
of indirect
sales data
Solution
• Electronic
load
• Crossreference to
contract data
Benefit
• Increases
accuracy,
efficiency by
validating
imported
data
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QAD Trade Activity Management - Explore 2014
Solution Overview
Challenge
• Poor visibility
into
promotional
deals
Solution
• Awareness of
discounts
earned at all
times
Benefit
• Identifying
and
eliminating
fraudulent
charges
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QAD Trade Activity Management - Explore 2014
Solution – Unique Aspects
 Integration to QAD Enterprise Edition
− Customer and item groups
− Pricing, bonus goods
− Accruals
− Deductions
− Claims
− Browses and collections
− Reports
− Centers
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QAD Trade Activity Management - Explore
2014
Product Roadmap
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QAD Trade Activity Management - Explore 2014
REVISION 1
Product Roadmap
2012
2013
• Customer/item attributes
and groups
• Promotions/deals
• Sub-ledger/ earned
discounts
• Deductions and claims
• Accruals
• Browses, collections,
centers & reporting
• Buying group
membership
• Contract deal definition,
contract pricing
• Indirect sales
• Chargebacks/ rebates
• Admin fees
• Browses, collections,
centers & reporting
Future
• Contract claims
• Contract accruals
• Multi-currency
• Tax
“Roadmap Subject to change without notice.
The above is intended for information purposes and should not be incorporated into a contract”
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QAD Trade Activity Management - Explore 2014
REVISION 1
Product Roadmap
2012
• Customer/item attributes and groups
• Promotions/deals
• Sub-ledger/ earned discounts
• Deductions and claims
• Accruals
• Browses, collections, centers &
reporting
“Roadmap Subject to change without notice.
The above is intended for information purposes and should not be incorporated into a contract”
LEARN. NETWORK. DISCOVER. | #QADexplore
QAD Trade Activity Management - Explore 2014
REVISION 1
Product Roadmap
2013
• Buying group membership
• Contract deal definition, contract
pricing
• Indirect sales
• Chargebacks/ rebates
• Admin fees
• Browses, collections, centers &
reporting
“Roadmap Subject to change without notice.
The above is intended for information purposes and should not be incorporated into a contract”
LEARN. NETWORK. DISCOVER. | #QADexplore
QAD Trade Activity Management - Explore 2014
REVISION 1
Product Roadmap
Future
• Contract claims
• Contract accruals
• Multi-currency
• Tax
“Roadmap Subject to change without notice.
The above is intended for information purposes and should not be incorporated into a contract”
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QAD Trade Activity Management - Explore
2014
Demo
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QAD Trade Activity Management - Explore 2014
Live Demo
 Contracts
− Buying groups/ indirect customers
− Contract deals
− Indirect sales
 Promotions
− Promotional deals
− Claims
 Centers
− Contract activity center
− Promotion activity center
“Roadmap Subject to change without notice.
The above is intended for information purposes and should not be incorporated into a contract”
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QAD Trade Activity Management - Explore
2014
Potential Users
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QAD Trade Activity Management - Explore 2014
Potential Early Adopters
 Mid-size: revenue $500,000 - $1B
 F&B/CP/LS – Medical Device
 Looking for early adopters
− Must be on, upgrading to, or installing QAD 2012.1
Enterprise Edition in near-term
− Must be running English language
− Participate in right fit review session with R&D team
− Available to work with R&D planned schedule
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QAD Trade Activity Management - Explore
2014
Q&A, Next Steps
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QAD Trade Activity Management - Explore 2014
Questions & Answers
 Rob DiMeola: [email protected]
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QAD Trade Activity Management - Explore 2014
Next Steps
 Attend this related session:
− Customer Management
 Watch the replay of these related sessions:
− Enterprise Financials: The Right Fit
− Life Sciences Solutions
 Schedule a Trade Activity Management
demonstration via your account manager
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www.qad.com
©QAD Inc. 2014
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