Transcript Slide 1
QAD Trade Promotion Management QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D | Building the Effective Enterprise QAD Trade Promotion Management 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. | Building the Effective Enterprise 2 QAD Trade Promotion Management Presentation Agenda ■ ■ ■ ■ ■ ■ Session overview Benefits of Trade Promotion Management Current development status Future plans Summary Questions | Building the Effective Enterprise 3 QAD Trade Promotion Management Trade Promotion Is a Neglected Area Trade spend averages 20% of gross sales for most companies, yet many users do not have a formal solution in place for this area. | Building the Effective Enterprise 4 QAD Trade Promotion Management Stakeholders ■ Finance Profitability including trade spend Deduction validation and monitoring Efficient claims process Accrual automation and detail ■ IT Single global solution Fewer interfaces/less maintenance Smooth process flow | Building the Effective Enterprise 5 QAD Trade Promotion Management Stakeholders ■ Sales/marketing Budget versus actuals Deal planning Ease of promotion creation Central place to set-up promotions Smooth claims process Deal visibility and effectiveness | Building the Effective Enterprise 6 QAD Trade Promotion Management Session Overview ■ This session outlines the power behind QAD Trade Promotion Management on EE ■ QAD’s Trade Promotion Management solution helps build the Effective Enterprise by: Enabling the definition of complex promotional deals Increasing visibility of discounts earned Validating monies owed vs assumed Enabling & promoting greater processing efficiencies | Building the Effective Enterprise 7 QAD Trade Promotion Management Benefits of QAD Trade Promotion Management | Building the Effective Enterprise QAD Trade Promotion Management Benefits of Trade Promotion Management ■ Common Questions/concerns: How do I maintain all these deals? Lengthy deduction resolution time Hard to handle so many transactions Accruals difficult to explain to auditors Where do things stand right now? Why should I upgrade from TrM to Trade Promotion Management? | Building the Effective Enterprise 9 QAD Trade Promotion Management Benefits of Trade Promotion Management – Promotional Deals ■ Immediate discount – discount during sales order entry given at line/order level ■ Deferred discount – future discount based on sales activity ■ Bonus goods – free or discounted goods based upon previous order lines ■ Allocated funds – fixed monies with defined schedule independent of sales activity | Building the Effective Enterprise 10 QAD Trade Promotion Management Benefits of Trade Promotion Management – Deduction Resolution “Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract” | Building the Effective Enterprise 11 QAD Trade Promotion Management Benefits of Trade Promotion Management – Automation “Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract” | Building the Effective Enterprise 12 QAD Trade Promotion Management Benefits of Trade Promotion Management – Accruals “Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract” | Building the Effective Enterprise 13 QAD Trade Promotion Management Benefits of Trade Promotion Management – Visibility “Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract” | Building the Effective Enterprise 14 QAD Trade Promotion Management Benefits of Trade Promotion Management – Visibility “Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract” | Building the Effective Enterprise 15 QAD Trade Promotion Management Benefits of Trade Promotion Management – Upgrade from TrM ■ New user interface provides efficient access to all data ■ Ease of maintenance ■ No longer a bolt-on feel ■ Focus on earned discount visibility ■ Utilizes latest QRA architecture for easier upgrades and future customization ■ Built-in APIs for integration to other products | Building the Effective Enterprise 16 Trade Promotion Management Product Status | Building the Effective Enterprise QAD Trade Promotion Management Product Status ■ Phase one (direct sales) looking for early adopters now ■ Phase two (indirect sales) development underway ■ Working with multiple early adopters and identifying other potential customers You cannot give any time frames, including early adopter available now “Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract” | Building the Effective Enterprise QAD Trade Promotion Management Product Status Direct Sales - Phase 1 Analysis codes Attributes Accounting/budget Deal profiles Promotion maintenance Immediate discounts Deferred discounts Allocated funds Deduction entry Deduction review Operational metrics Accrual calculation Claim entry Claim generation Claim review Promotion activity Bonus goods Order-level discounts Earned discounts Sub-ledger | Building the Effective Enterprise Indirect/Buying Groups Indirect customers Buying groups Contracts Pricing Sales trace Chargeback Admin fee Reports Browses/collections Excel integration QAD Trade Promotion Management QAD’s Vision For The Future | Building the Effective Enterprise QAD Trade Promotion Management Development – Potential Roadmap ■ ■ ■ ■ ■ ■ Workflow/approvals Business intelligence Additional KPIs Item level claims Promotion planning Demand management | Building the Effective Enterprise ■ ■ ■ ■ ■ Configured items Overlapping deals Aggregate deals Retroactive deals Promotion effectiveness QAD Trade Promotion Management Summary | Building the Effective Enterprise 22 QAD Trade Promotion Management Summary ■ Three Main Benefits ■ Ease of maintenance ■ Visibility into deal results and status ■ Seamless integration to EE Financials | Building the Effective Enterprise 23 QAD Trade Promotion Management Summary - Status ■ Direct sales phase complete, indirect sales phase underway ■ Actively seeking customers to involve in the development process ■ Become part of the future of Trade Promotion Management | Building the Effective Enterprise 24 QAD Trade Promotion Management Next Steps ■ Interest? Follow-up after session ■ Promotion planning discussion, Thursday 11am-12 conf room #12 (registration req’d) ■ Watch the replay of these related sessions: Power of Business Process management Transform Your Customer Service Experience with QAD Customer Management Explore the Proven Power of QAD Enterprise Financials ■ Schedule a TPM demonstration via your account manager | Building the Effective Enterprise 25 QAD Trade Promotion Management Early Adopter Program - Candidates ■ Must be on, upgrading to or installing QAD Enterprise Edition in near-term ■ Must be running English language ■ Review session with Trade Promotion Management team to determine right fit ■ Availability to work with R&D on a schedule “Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract” | Building the Effective Enterprise QAD Trade Promotion Management Questions & Answers ■ Rob DiMeola, Pr. Business Analyst [email protected] ■ Jean Miller, Sr. Product Architect [email protected] | Building the Effective Enterprise 27 QAD Trade Promotion Management www.qad.com ©QAD Inc. 2013 | Building the Effective Enterprise 28