Bulletproof Your QAD ERP to Cloud | JK Tech Webinar

Bulletproof Your QAD ERP to Cloud:
WEBINAR
May 26, 2022

2 | May 26, 2022 | Copyright © 2022, JK Tech. All Rights Reserved. | Confidential
Agenda Why JKTECH for QAD?
QAD ERP Lifecycle
Why ERP Upgrade ? Cloud ? Adaptive ERP?
Understanding & Prioritizing Your Key Requirements
Understanding EOB Methodologies
Training / Workshops
Data Migration
Q&A

JK Tech QAD Footprint
QAD Delivery
Experience
Project Delivered Progress/QAD
Consultants
Accelerators 10+
Solution
Accelerators to
enable faster GTM
Highly Skilled
Delivery Team
Productivity
Gains
25+ 350+ 300+ IP Team 8-12%
Right Size for Clients
Flexibility & Management
Reach of a Small Unit with
Vision / Competency / COE of
large Org.
Cost Optimization,
Balancing Quality
Cost Optimization with
Offshore Delivery Centre
Strong Tech / Solution
CoE
• Real World delivery of
multiple successful QAD
projects for multiple market
segments.
• More than 300+ Consultants,
large pool of certified
consultants
Proven Highly Skilled
Team
High Employee Engagement
and Low Attrition rate
DevOps-led Delivery
Providing 24*7 QAD and DB
Administration & Support
Flexible and customer-centric engagement | Optimum onsite-offshore model & mix managing risk

QAD 2014 Standard Edition (SE) & EE Product Life Cycle

QAD Adaptive ERP with Adaptive UX and QAD Enterprise Platform

Why QAD ERP Upgrade? Cloud?
Adaptive ERP?

Drivers for an Upgrade?
Business Change
IT Related
Process Changes
New software features
Acquisitions Or Divestitures
Changes In Type Of Business
Core Model
Improvement Areas
New Processes
Standardization
Cloud Migration
Standardization
Cost Reductions
New Modules
New Functionality
Localization

Benefits of Upgrading
• Take advantage of new functionality
• Reduce
─ Customizations
─ Operational costs
• Respond to globalization and consolidation needs
• Increase user productivity
• Ensure compliance
• Optimize application and system performance
• Drive lean principles throughout the organization
• Be an adaptive enterprsie

Why Cloud for your ERP?
• MinimizeUpfront Costs
• Streamline Manufacturing Processes
• Speed Up Processes
• Data Protection
• Improve Supply Chain
• Faster ROI
• Lower Risk
• Dependable, Availableand Secure
• Best Practices
• Certifications
• Security
• Support
• Business Continuity
• Systems Management
• Engagement Management
• Network Management
• Optional Services

Key Highlights: Adaptive ERP
On-Cloud / On-Prem
ADAPTIVE ERP
100+ Action Centers -
displays metrics & KPIs
Confirmation to IFRS
Standards and offers
multiple COA layers &
consolidation reporting
Compliance with Automotive
Industry Process (MMOG/LE)
& powerful Corporate
Financial Consolidation &
reporting
With multi-Domain to
support multiple business
units (BU) in Single DB
Financials Single DB
Power Browse & Excel
Integrator enhance data
import & export
Inbuilt Tools
User passwords can be
centrally managed
Active Directory Support
Report-builder and Non-
Intrusive Customization
allows easy development
Action centres to track real
time KPIs
Data Warehouse Designer
(DWD) with Data
consolidation, optimization of
QAD and Non-QAD Data
sources.
Easy UI Design Business Intelligence (BI)
Enabled to link Process,
Program, Work Instructions,
Training docs, Compliance
Materials, URL’s Photographs,
Videos, etc.
EOB Process Maps

Ease of Doing day to day task
These new features extend the capabilities and user experience of the QAD Web UI:
• Information and warning message display improvements: the information and warning messages are now displayed in a
vertically-oriented right-hand panel, which reduces potential distractions during data entry while improving message accessibility.
• Excel Integration: In addition to exporting data, you can now also import data from Excel. The data must be structured based on
the business component for the hybrid view, which can be determined by doing an initial export of sample data.
• Stored views with search criteria: you can now specify stored search default settings and include those settings as part of a
stored view.
• Hierarchical form grids: grids on forms can now show parent-child data relationships.
• Column menu on form grids: a drop-down menu (indicated by the ellipsis icon) is now included on form grid columns, allowing
you to sort, filter, and total column data. Additionally, numeric fields include average, count, minimum, maximum, and sum. Non-
numeric fields can be counted when Group By is applied.
• Group By option for form grids: on a form grid, from the More button, you can apply the Group By feature to form grids (on
hierarchical form grids, only applies to the first level).
• The More button was also added and will allow users to group data in the grid. This behaves similar to how it behaves in browses.
• QAD Web UI color changes for alignment with QAD brand color palette.

Understanding & Prioritizing Your
Key Requirements

Assessment Roadmap
Business Structure Data
Process Changes
• Do you have a single database today?
• Does the current database / domain
structure map to the target database /
domain structure?
• Is data well harmonized across each
current instance?
• Do you have Centralised function?
• Do you want Adaptive UX capabilities for
all?
• Do you plan to implement any new
modules?
• Do you plan to change any current
operational processes?
• Do you plan to make use of EE financial
improvements or replicate your current
financial processes?
• Do you have customizations?
• Do you have interfaces to/from other
software?
• Is there a specific need to have historical
data in the operational database?
• Do you have a data warehouse?
• Is it possible to have in a separate
database?
• Is the current data integrity low?
• Is the current data structure mapped to
the target data structure?
• Do you need to clean data as part of the
project?

Understanding Your Key Requirements
Significance Complexity
1. Current Version / Age of Database
2. Data requirements
• Quality, quantity, accuracy
• History required?
• Data cleansing requirements
3. Restructuring requirements
• Process Improvement
• New Functionality
• Merged Databases
• Core Model / Number sites / Multiple Companies
4. Customizations, Interfaces / Integrations
• Keep (Uplift) Replace, No longer required
5. Customer
• Resource Availability
• Appreciation of Task
• Drop Dead Dates
6. Reporting requirements / BI
7. Multi Domain
8. Localization
9. Bank Drivers
1. Data requirements
• Quality, quantity, accuracy
• History required?
• Data cleansing requirements
2. Restructuring requirements
• Process Improvement
• New Functionality
• Merged Databases
• Core Model / Number sites / Multiple Companies
3. Customizations, Interfaces / Integrations
• Keep (Uplift) Replace, No longer required
4. Bank Drivers
5. Multi Domain
6. Localization
7. Customer
• Resource Availability
• Appreciation of Task
• Drop Dead Dates
8. Reporting requirements / BI
9. Current version / age of database
High
to
Low

Business Optimization
Functional Area Phase 1 Phase 2 Business Optimization
EE/AUX EE / AUX processes when applicable
Base Security, Enhanced Controls SOD
Purchasing
Discrete Orders, Supplier Schedules, Blanket Orders, Global
Requisitions, Supplier Consignment
Supplier / Item Certification, Retroactive / Temporary
Purchase Pricing, Milk Run, Supplier Portal, Blocked
Transactions
Customer Management
Discrete Orders, Sales Quotations, Customer Schedules, Global
Shipping, Customer Consignment, Best Pricing, Trade Sales,
Forecasting, Retrobilling
TAM, CRM, CSS, Configurator, EMT, DSCP, Item
Replacement / Up-sell / Cross-Sell, Blocked Transactions
Manufacturing /
Planning
Production Orders, Sub-contract, Inventory, MSW / PSW, ATP, Co / By
Products, DRP Kanban, Sérialisations, Item Attribues & Quality,
Financials
AUX Financials: AR, AP, Costing, Cash Management, GL, TAX
Fixed Assets, Mirror Accounting, Supplier eInvoicing,
Revenue Recognition, Periodic Costing
Reporting, Analytics
Financials Report Writer, AUX Analytics - actionable insights, alerts,
action centres,
EAM N/A EAM WebUI
Field Services (SSM) N/A Services WebUI
Integration QXtend Boomi
EDI QCE

Understanding EOB Methodologies
Correctly

Implementation Methodology
Project
Planning
Workshop
Data Load
Workshop
Project
Kickoff
Meeting
Project Team
Training
Data Load
Acceptance
Testing
End User
Training
Go Live
Design
Workshops
Test
Preparation
Workshop
Test
Sign off
Workshop
Cutover
Plan Design & Configure Test & Accept Deploy & Evolve

Upgrade Methodology
Data
Alignment
Workshop
Project
Kickoff
Meeting
Project
Team
Training
Data Load Acceptance
Testing
End User
Training
Go Live
Design
Workshops
Test
Preparation
Workshop
Test
Sign off
Workshop
Cutover
Conversion
Project
Kickoff
Meeting
Project
Team
Training
Post
Conversion
Validation
and Setup
Acceptance
Testing
End User
Training
Go Live
Design
Workshops
Test
Preparation
Workshop
Test Sign off
Workshop
Cutover
Conversion
Pre-
Conversion
Validation
Project
Planning
Workshop
Project
Planning
Workshop
Conversion Upgrade
Alignment Upgrade

Tools & Templates
Tools and Templates Summary
Planning Testing
Align Data to format
Design
Extract Data
Go
Live
Cutover
Configure & Load
Database
Training
• Data Realignment
Workshop
• Extract Programs
• Financial Realign
& Load Templates
• Accelerator Templates
• Data Definition Document
• Pre-defined Financials Setup
• Security Model
• EOB
• Pre-defined Static Data
• EOB Project
Management
Documentation
• Domain
Workshop
• Business Process
Workbook
• EOB Training
Courses
• Test Preparation
Workshop
• Test Plan
• EOB Test Scripts
• Cutover Plan
• EOB Best Practice
• EOB Work
Instructions
Fast Track Toolkit

Project Team Training
Project Team Training
Who:
QAD/Partner functional and modular consultants
Customer project team and SMEs (as required)
Overview:
Project Team Training is a crucial step in preparing the customer for testing the solution defined in the Business Process Workshop, preparing/updating work instructions & test scripts,
validating data and training end users. It is a layered approach where project team members build on their knowledge with each activity.
EOB Training Materials
Training is a layered approach where project team members build on their knowledge of each activity:
Business Process Workshops - not hands-on
Online Training Classes - Theoretical & Hands on
Guide Me - Hands on
Consultant led Functional Project Team Training - hands-on
Business Process Validation - hands-on
Conference Room Pilots - hands-on
When planning a project, a key decision is whether to carry out project team training using customer or QAD demo data.
The advantage of using the customer's environment with their data is that they will recognize and relate to it. The disadvantage of this is the organization required to ensure an
environment with sufficient data is available for use.
Key requirements are as follows:
Ensure there is a gap between the completion of the domain workshop and the start of the business process workshops
This gives the finance team time to complete the chart of accounts so that it can be loaded into the customer's environment
Next, load the pre-defined data - control files, generalized codes and non-customer specific static data.
Remainder of static data, items, boms, routings etc... can be loaded as part of the training process.
The number of days allocated for project team training will depend on the processes selected and the type of implementation being carried out.
Timings As per the modules selected for the training&User base

Technical Team Training
Technical Team Training
Who:
QAD/Partner technical consultant
Customer IT personnel
Customer project team
Overview:
Consultants carry out technical, system related courses for IT personnel and related courses for all project team members. This is a key activity in transferring solutions
ownership to the customer and preparing them for ongoing system support.
Examples of areas covered during technical team training are as follows:
• Web UI
• NET UI
• Systems administration
• Progress
• YAB
• Q-Xtend
• Alerts
• Excelerator
Timings As per the modules selected for the training & User base

Domain Workshop
Domain Workshops
Who:
QAD/Partner - financial and operational consultants
Customer - financial, operational, SMEs, and project team members
Overview:
Discuss the company structure and requirements to develop a Domain design & coding strategy. It is extremely important for multi-site projects to ensure a standardized
approach is in place prior to the start of the Business Process Workshop. This will ensure a standard setup is followed for all sites/companies, which will maximize future
benefits of QAD EE.
Important to remember that strategic design discussion on standardization of data & coding conventions will involve all project team members and NOT just those in
finance.
Outcomes: Domain design and coding strategy
Key
Decisions:
Domain design
Standardization of data
Coding conventions strategy
Operational structure
Printed document policy (if shared - country or company specific and any local requirements)
Timings 1 – 5 days

Business Process Workshop
Business Process Workshop
Who:
QAD/Partner financial and operational consultants
Divisional consultants - EDI, Automation Solutions, GT & TE, eQMS, DSCP - (if needed)
Customer project team members and SME's as required
Overview /
Objectives:
The objective of the Business Process Workshop (BPW) is to design a solution using the pre-defined flows and supporting attachments contained in the EOB process models. At the end of the workshop, project team members should understand the process flows, the
associated attachments and their relationship with the customer’s business. Divisional product consultants (EDI, Automation Solutions, GT & TE, eQMS and DSCP) should participate in workshops as and when required: Work through the processes with customer's project
team
Use information learned during the plant tour
Talk through the flows
Relate them to the customer's business
Illustrate requirements using attachments
Discuss & finalize test scenarios
Document test data to be used
Document required metrics with baseline measurements
Finalize roles & responsibilities (on a site-by-site basis for larger projects)
Answer any questions or issues raised during initial review and workshop discussions
Expectations and Outputs:
Expectations:
All process discussions must be carried out using EOB process maps. If customer's database is not available, the demo center data should be utilized
Initial design will be documented in the BPW
If there are different sites requiring alternate processes, these must be clearly documented in the BPW
Outputs:
Business process tracking document completed
Gap analysis & development tracking document completed
Static data manual updated with coding decisions
Define initial security requirements
Approve test scenarios, identifying additional where needed
Identify Key Performance Indicators (KPIs) with baseline measurements
Define test data (customers, items, suppliers, etc.)
Prior to giving the Business Process Workbook to the customer, PM's must ensure that only processes in scope are included in the document
Outcomes: Customer understands the processes and security model and has identified applicable test scenarios
Key
Decisions:
Finalized security roles and responsibilities
Confirmation of financial and operation processes
Test scenario outlines
Timings Time required to complete the BPW depends on the processes selected.

Data Migration Methodology – EOB
Data
Migration
Planning
Static Data
Domain Setup
Predefined Data
Dynamic Data
Static Data Dynamic Data
Data Preparation
Data
Load
Validation
TEST Environment PROD Environment
Data Migration Monitoring
2
Copy database & update changes ONLY
Static Data
Domain
Setup
Predefined
Data
Dynamic Data
Setup &
Predefined
Setup &
Predefined
1 4 5
3
Setup &
Predefined
Setup &
Predefined

Data Loading Guidance
• Always test data loading during Test & Accept phase (Both the master and
dynamic data loading).
• Plan load sequence carefully to avoid errors.
• Ensure load files are in the correct format.
• Load methods:
• Excelerator
• Split loads when same records are not going to cause locking.
• Run up to 20 loads simultaneously (However be aware of
record locking).
• Increase number of sessions using many excel instances.
• Excel Integration
• Use Bulk Load for large volumes
• Advanced Financials Training Guide
• Plan for data load failures, especially during the first wave of testing the
load process.
• Record all timings and note any issues that occur – this will help improve
future data loading.
• Consider splitting large data load files into smaller files (e.g., No more than
30k records each) as this will make managing errors easier.
• Multiple Excelerator instances can be run at the same time but ensure that
there are no possibility of record locks.
• Do not increase the number of Excelerator instances for Generalized Code
Maintenance.

JK Tech US Inc.
608, Fifth Avenue, Suite 401,
New York, NY 10020 USA
JK Tech UK Ltd.
107-111 Fleet Street, London,
EC4A 2AB, United Kingdom
JK Technosoft Ltd.
F-3, Sector-3
Noida – 201301, India
Thank You
marketing@jktech.com

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