Migrating from SE to EE: Tools and tips

Report
QAD Explore 2012
Migrating From SE to EE
René Bergkamp
Vice-President of R&D, Financials - QAD
Migrating from SE to EE
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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Migrating from SE to EE
Agenda
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Why upgrade?
Migrate to a more Effective Enterprise
Approaches
Experience from the field
Questions
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Migrating from SE to EE
Why Upgrade?
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Migrating from SE to EE: Why upgrade?
Common Upgrade Reasons
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Internationalization
Enterprise Financials
Corporate governance
New powerful capabilities in other areas
Centralization/standardization
Clean up data/setup
Remain on a supported release
Move to On Demand
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Migrating from SE to EE
Migrate to a More Effective Enterprise
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Migrating from SE to EE: Migrate to a more effective enterprise
Considerations
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Standardization
Dealing with currencies
Consolidated financial reporting
Compliance
Limiting customizations
Introducing shared services
Managing the company IT eco system
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Migrating from SE to EE: Migrate to a more effective enterprise
Standardization
• Transforming from loosely coupled groups of
local operating business to an effective
(global) enterprise
- Centralization of systems
- Standardization of practices
• Main areas of improvement
- Effective planning, reporting and closing process
- Better management/enforcement of (global)
compliance
- Shared services
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Migrating from SE to EE: Migrate to a more effective enterprise
Defining the Desired Standardization
• Balancing act between ‘corporate’ desire
for standardization and ‘local’ arguments of
being different
• Global first
- Imposed corporate standard way of working
- Local legal requirements and statutory reporting
are considered as ‘after the facts’
• Local first
- Every entity is free to set up according to the
specific local requirements
- Global visibility is obtained afterwards by
translation mechanisms
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Migrating from SE to EE: Migrate to a more effective enterprise
Defining the Desired Standardization
• Enterprise Edition helps with
- Shared Sets and translatable descriptions master
data
- Accounting layers to support multi-GAAP
- Financial Report Writer
- Unicode
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Migrating from SE to EE: Migrate to a more effective enterprise
Dealing With Currencies
• Buying/selling/paying in different currencies
- Processing payments centrally for multiple
countries
- Supporting international payment formats
- Supporting international payment processes
• Having operating units in countries with
different currencies
- Consolidated, management and statutory
reporting
- Functional currency different from country
currency
- Reconciling the sub-ledgers
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Migrating from SE to EE: Migrate to a more effective enterprise
Dealing With Currencies
• Enterprise Edition helps with
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Process, pay and receive money in any currency
Downloadable drivers on QAD Store
Financial shared services
Second base currency
Report in any presentation currency
Business Intelligence
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Migrating from SE to EE: Migrate to a more effective enterprise
Producing Consolidated Financial Reports
• Running consolidated reporting during the
month
• Faster closing of books
• Easier analysis and verification of figures
• Tracking of intercompany relationships in
order to efficiently perform eliminations
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Migrating from SE to EE: Migrate to a more effective enterprise
Producing Consolidated Financial Reports
• Enterprise Edition helps with
- Period close marks
- Multi-layer accounting
- Dedicated posting segment for intercompany
code
- Reporting of intercompany transactions
- Financial Report Writer
- Allocations
- Business Intelligence
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Migrating from SE to EE: Migrate to a more effective enterprise
Managing (Global) Compliance
• Meeting local legal requirements
• Internal controls
• Enterprise Edition helps with
- Segregation of duties
- Automated checks and balances
- QAD Internationalization/QAD Store
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Migrating from SE to EE: Migrate to a more effective enterprise
Introducing Shared Services
• Improve efficiency by
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Economies of scale / harmonized processes
Increase corporate control over business units
Increase customer / supplier visibility
Free up working capital / increase cash flow
Allow business units to focus on core activities
• Enterprise Edition helps with
- Support of cross-company payment processing
- Central management of customers/suppliers
using shared sets
- Support for intercompany transactions
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Migrating from SE to EE: Migrate to a more effective enterprise
Limiting Customizations
• Less customization means easy upgrades
and less risk
• Enterprise Edition helps with
- Configuration options
• Browses and Browse collections
• Design mode/simplified screens
• Report Framework modified reports
- New functionality in complete suite
- Non-intrusive customization options
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Migrating from SE to EE: Migrate to a more effective enterprise
Managing the Company IT Eco System
• QAD Enterprise Applications is not the only
solution in your company
- Need to easily integrate with other solutions
• Enterprise Edition helps with
- Support for Web services/XML
- QXtend
- QAD Store: connectors
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Migrating from SE to EE
Upgrade Approaches
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Migrating from SE to EE: Upgrade approaches
Questions to Ask
Data
Process
Customization
• Setup master data still fits the needs?
• Master data is still in good shape?
• Historical data correct & important?
• Business concept and processes still OK?
• New functionality to improve processes?
• Future plans can be covered?
• Which customizations can be eliminated?
• Can customizations replaced by standard?
• Can Browses/BI replace custom queries?
• Can custom layouts use the Report Framework
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Migrating from SE to EE: Upgrade approaches
Types of Migration
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Technical migration (1:1 conversion)
Reload master data in new database
Re-implementation
Mix-mode:
- Technical migration
- Financial implementation
- Optional change/split of domains
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Migrating from SE to EE
Experience From the Field
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Migrating from SE to EE: Experience from the field
Raypak
• Characteristics
- Data setup still fits the needs
- Historical data important to keep
• Solution
- Technical migration
• Benefits
- Short lead time
- Low cost
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Migrating from SE to EE: Experience from the field
Technical Migration
New DB
Old DB
Converted
data
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Migrating from SE to EE: Experience from the field
Royal Sanders
• Characteristics
- Change and clean up of data
- Historical data in new database is not required
• Solution
- Reload
• Benefits
- New clean data setup
- Better use of new functionality
- Allows for optimizing future efficiency
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Migrating from SE to EE: Experience from the field
Reload
New DB
Overall
master data
Shared
sets
Old DB
Domain
1
Data entry
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Migrating from SE to EE: Experience from the field
Beaphar
• Characteristics
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Business concept and processes changed
Master data setup changed
Historical data in new database is not required
Desire for new functionality
Standardization is a driver
• Solution
- Re-implementation & re-load
• Benefits
- New business model in place
- New standardized data setup
- Optimized use of functionality
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Migrating from SE to EE: Experience from the field
Re-Implementation & Re-load
New DB
Overall
master data
Shared
sets
Old DB
Domain
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Domain
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Domain
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Data load
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Migrating from SE to EE: Experience from the field
HSV
• Characteristics
- Operational data setup still fits the needs
- Historical data important to keep
- Financial Setup change to benefit of new EF
• Move some sites/entities into separate domains
- Some services is required to establish this mix
• Solution
- Mixed-Mode
- Operational part converted using standard conversion
procedures
- Financial opening balance
• Benefits
- Historical data kept in new database
- New financial setup and functionality
- Shorter lead-time than with re-implementation
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Migrating from SE to EE: Experience from the field
Mixed Mode
New DB
Balances
Old DB
Shared
Sets
New
New
financials
financials
converted
data
Chart of
Accounts
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Migrating from SE to EE: Experience from the field
Impact on Your Business
ReImplement
Duration
Mix-Mode
Re-Load
Technical
Migration
Flexibility
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Migrating from SE to EE
Tools and Tips
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Migrating from SE to EE: Tools and tips
QXtend Excelerator for Data Load
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Excel based tool
User functions for query and update of data
Grid view of data in the worksheets
Review any error
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Migrating from SE to EE: Tools and tips
Process Maps
Customer
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Migrating from SE to EE: Tools and tips
Process Maps
Operational Metrics
Training
Compliance check points
Tooltips
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Migrating from SE to EE: Tools and tips
Reduce Customizations
• Browse collections instead of:
- Modified or umbrella screens
• Simplified screens/design mode with:
- Fewer and controlled fields
• Browse instead of queries
• Potential replacement with
enhancements/new modules in new
versions
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Migrating from SE to EE: Tools and tips
Report Framework
• Report Framework/Crystal Reports:
- Modify layout of standard reports and external
documents
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Migrating from SE to EE: Tools and tips
Easy On Boarding
Industry Process Models
Templates
R&D Software
Enhancements
Streamlined
Methodologies
Tools
Project Role
Changes
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Migrating from SE to EE
Summary
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Why upgrade?
Migrate to a more Effective Enterprise
Approaches
Experience from the field
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Migrating from SE to EE
Next Steps
• Attend these related sessions:
- Training QAD Enterprise Financials at Explore
(Thursday afternoon and Friday morning)
• Stop by the Solutions Expo
• Q-Scan
Q-Scan
Scope
plan & budget
benefits case
QAD 2012
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Migrating from SE to EE
Questions & Answers
René Bergkamp
Vice-President of R&D, Financials - QAD
[email protected]
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Migrating from SE to EE
www.qad.com
© QAD Inc 2012
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