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Noninvasive Customization Techniques Agnieszka Mazur, Development Manager, QAD Kevin Schantz, Software Architect, QAD Don Springer, Product Manager, QAD LEARN. #QADexplore NETWORK. DISCOVER. LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques 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. #QADexplore 2 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Agenda Overview - Customer Challenges - Objectives and Benefits - Customization Areas Integrated Customization Toolkit Enterprise Financials Customizations Reporting Framework QAD Boomi AtomSphere Questions and Answers #QADexplore 3 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Customer Challenges Customizations migration costs the same as implementing a new release Additional cost of merging QAD Support patches with customizations No access to source code to create customizations Customizations are too expensive and take too long to deliver Difficult to track and trace changes #QADexplore 4 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Objectives and Benefits Independence from the original code Reusability Noninvasive Customizations Efficient customization maintenance #QADexplore Fast customizations for upgrade Easier Cloud conversions 5 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Customization Areas Operational Development Enterprise Financials Customizations Progress programming UI Noninvasive ICT customizations Browses & Collections Reporting Framework #QADexplore Interfaces Others APIs EAM Business Noninvasive Logic CustomizationsQ-Xtend CSS Browses & Collections Reporting Framework 6 .NETUI plugins Boomi LEARN. NETWORK. DISCOVER. Integrated Customization Toolkit Noninvasive Customization Techniques #QADexplore LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Non-intrusive Model Progress session triggers Progress UI triggers Set of development standards #QADexplore 8 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques ICT Customizations ICT features • UI changes • Business process changes • Maintenance programs generator • More audit trails ICT security • Changes apply to user groups/roles • Manage customs on a domain level ICT change management • Development task management • Extended debugging features • Extended monitor/control reporting #QADexplore 9 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques ICT Value and Benefits Cost • Reduce initial development cost • Reduce migration cost #QADexplore Quality Flexibility • Set of development standards • Portability to new releases • Reuseability in other QAD instances • Adjustments to business changes 10 LEARN. NETWORK. DISCOVER. Financials Customizations Noninvasive Customization Techniques #QADexplore LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Non-intrusive Model User interface #QADexplore Business logic 12 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Financials User Interface UI customizations Security Maintenance #QADexplore • Drag and drop changes to the layout • Tabs and grids • Additional code on the UI events • Apply QAD security system • Definition on user/role/system level • Full evidence of UI changes • Applicable for new releases • Export/import to other environments 13 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Financials Business Logic Business logic customizations Security Maintenance #QADexplore • Add extra code to the original logic • Pre-defined customization templates • OS level • Access managed by the code • Changes at activity level • System monitor screen • Customization templates per release • Maintenance changes on OS level 14 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Financials Value and Benefits Portability of Patches Reusability for other QAD instances Backward Compatibility Upgrade #QADexplore 15 LEARN. NETWORK. DISCOVER. Reporting Framework Noninvasive Customization Techniques #QADexplore LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Non-intrusive Model Design #QADexplore View 17 Data LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Design Report designer Images & bar codes Translated labels VBScript Report templates Fields & attributes Mass change #QADexplore 18 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques View Report viewer - Save reports Settings Filter conditions Layout Output type Browse viewer - Generated layout - Save browses #QADexplore 19 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Report Layout Data Browse - Browse maintenance PreRender Engine Financials API - Predefined queries Progress program Data Source - Custom queries - API & samples Report Render Engine Report #QADexplore 20 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Values and Benefits Cost Flexibility Upgrades #QADexplore • Bundled with SE/EE • No additional license fees • Free report server • Multiple data sources • Scheduled reports • Email bursting • Import/Export reports • Version control • Backup 21 LEARN. NETWORK. DISCOVER. QAD Boomi AtomSphere Noninvasive Customization Techniques #QADexplore LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques QAD Boomi AtomSphere Program Goals Provide Boomi functionality to QAD customers at significant savings Support QAD cloud connectivity - Securely integrate to cloud applications Reduce integration development time and cost Easily connect to key 3rd party applications Reduce integration management overhead Support integration and upgrade projects - Develop/re-develop integrations in less time at lower cost - Improve security, support cloud applications and reduce management overhead #QADexplore 23 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Boomi: Integration As A Service Integration Cloud Services PaaS Apps Social Networks #QADexplore SaaS Apps 24 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Small Business Mid-market Enterprise Organizations of all Sizes Leverage Boomi #QADexplore 25 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Graphical Data Mapping UI #QADexplore 26 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Graphical Process Mapping UI #QADexplore 27 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Cloud apps Secure Cloud & On Premise Integration External firewall 128-bit encryption (metadata only) On-premise Data Data Data #QADexplore 28 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Boomi Supported Application Connectors ADP Employease ADP Perspective ADP HRB Aprimo Marketing Studio Aria Subscription Billing Platform AS400 Autotask Atlassian Jira AtTask Centive Concur Coupa DB2 Disk EDIFACT ExactTarget FileMakerPro FTP, FTPS, SFTP Fishbowl Google Apps Hadoop HDFS Host Analytics HTTP, HTTPS Innotas Intacct Interspire #QADexplore Intuit Partner Platform JD Edwards v.7 or higher JMS LDAP Lotus Notes & Domino Lumesse TalentLink MarketBright Marketo MAS 200 MAS 500 MAS 90 Microsoft Dynamics AX Microsoft Dynamics CRM Microsoft Dynamics CRM Online Microsoft Dynamics-Great Plains Microsoft SBF MySQL NetSuite Oco Oracle CRM On Demand/ Siebel CRM On Demand Oracle Database OpenAir OpSource Billing 29 Parature PeopleSoft v7.5 or higher Pivotlink POP/SMTP Postgres QAD Enterprise Applications QuickArrow QuickBase RedPraire On Demand WMS RightNow Salesforce-Pro/Ent/Unltd SAP Cloud for Customer Silverpop SmartTurn SpringCM SQL Server StrikeIron SuccessFactors Sugar CRM (On Site or On Demand) Taleo Business Edition Twitter Web Services Workday WorldAPP KeySurvey Xactly Yahoo! Stores Zuora QAD Boomi connector via Q-Xtend LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Boomi Architecture #QADexplore 30 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Summary: Why Boomi? Easily connect Cloud and local applications Connect to any application Single vendor support for Boomi and Q-Xtend Excellent security model Reusable components and GUI reduce development time and encourage best practices • QAD customers benefit from significant savings • Simplify application upgrades • QAD Services trained and ready to help • • • • • #QADexplore 31 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques Questions and Answers Agnieszka Mazur: [email protected] Kevin Schantz: [email protected] Don Springer: [email protected] #QADexplore 32 LEARN. NETWORK. DISCOVER. Noninvasive Customization Techniques www.qad.com ©QAD Inc. 2015 #QADexplore 33 LEARN. NETWORK. DISCOVER.