Conversion to QAD On Demand

Report
QAD Explore 2012
Conversion to QAD On Demand
Romeo Sequeira, Director, Consulting
Carol Cvitkovich, Director, Global Resource Model
Conversion to QAD On Demand
How Do I Get There from Here?
• Structured process
• Multiple options
• Flexible to fit your situation
2
Conversion to QAD On Demand
Multiple Upgrade Options –One Phase
• Target environment achieved in one phase
• More complex project
• Shorter elapsed timeframe to achieve
3
Conversion to QAD On Demand
Multiple Upgrade Options – Step Phase
• Allows for quicker initial benefit
• Breaks complex project into more
manageable phases
• Overall longer timeframe
4
Conversion to QAD On Demand
Upgrade Considerations
•
•
•
•
•
Source and target versions
Business drivers
Timing
Budget
Resources
5
Conversion to QAD On Demand
What Makes Upgrading Easier?
• Tools
- Data conversion
- Database conversion
• Standard methodologies and processes
- SE  EE Process Maps
• Packaged conversion offerings
- 8.6 – eB2.1  QAD 2012 SE
- EE  EE
- SE  EE
6
Conversion to QAD On Demand
How Does The Upgrade Process Work?
Time dependent upon size/complexity
Upgrade/deployment Q-Scan
Assessment
Implementation
Conversion
Present report
•
Environment
•
Proposal
•
Data
•
Plan
•
Customizations
•
Costs
•
Functionality
•
Timescales
•
3rd party apps
•
Resources
•
Project
Cutover
Test/train
•
Planning
•
CRP
•
Prepare source
data (EE)
•
Acceptance test
•
End user training
•
.NET UI training
•
Run pre-conversion
utilities (EE)
•
Database
conversion
•
Production
environment
•
Database
conversion
•
Execute cutover
•
Go live
Implementation options
•
Interfaces
•
Customizations
•
Modules
•
Localizations
7
Conversion to QAD On Demand
Step 1 – Upgrade/Deployment Q-Scan
Q-Scan
Assessment
•
•
•
•
•
Environment
Data
Customizations
Functionality
3rd party apps
Present Report
•
•
•
•
•
Upgrade Options
Plan
Costs
Timescales
Resources
8
Conversion to QAD On Demand
What Does the Q-Scan Cover?
Q-Scan
Assessment
•
•
•
•
•
Environment
Data
Customizations
Functionality
3rd party apps
• Customer
- Drivers
- Resources
- Timing
• Technical
- Databases
- Deployment
structure
- Languages
9
Conversion to QAD On Demand
What Does the Q-Scan Cover?
Q-Scan
Assessment
•
•
•
•
•
Environment
Data
Customizations
Functionality
3rd party apps
• Standardization
level
• Financial structure
• Cleanliness
• Compatibility
* - For upgrades to EE only
10
Conversion to QAD On Demand
What Does the Q-Scan Cover?
Q-Scan
Assessment
•
•
•
•
•
Environment
Data
Customizations
Functionality
3rd party apps
•
•
•
•
Structure
Functional areas
Functionality
Business need
11
Conversion to QAD On Demand
What Does the Q-Scan Cover?
Q-Scan
Assessment
•
•
•
•
•
Environment
Data
Customizations
Functionality
3rd party apps
•
•
•
•
Modules
Localizations
Domain strategy
Improvement areas
12
Conversion to QAD On Demand
What Does the Q-Scan Cover?
Q-Scan
Assessment
•
•
•
•
•
Environment
Data
Customizations
Functionality
3rd party apps
• Infrastructure
• Integrations
• Technical platform
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Conversion to QAD On Demand
Q-Scan Report
•
•
•
•
•
•
Upgrade recommendation
High level project plan
Business risk assessment
Resource plan
Project budget
Cost/benefit analysis
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Conversion to QAD On Demand
Step 2 - Conversion
Time dependent upon size/complexity
Conversion
Upgrade/Deployment Q-Scan
Assessment
Implementation
Cutover
Present Report
•
Environment
•
Proposal
•
Data
•
Plan
•
Customizations
•
Costs
•
Functionality
•
Timescales
•
3rd Party Apps
•
Resources
•
Project
Test/Train
• Planning
 CRP
• Prepare source data
(EE)
 Acceptance Test
• Run pre-conversion
 End User Training
utilities (EE)
 .Net UI Training
• Database conversion
•
Production
Environment
•
Database
Conversion
•
Execute Cutover
•
Go Live
Implementation Options
•
Interfaces
•
Customizations
•
Modules
•
Localizations
15
Conversion to QAD On Demand
Step 2 - Conversion
Key Activities
Tools / Methodologies
• Planning
• Pre-conversion*
• Project plan
• Data conversion tools
and templates
• Pre-conversion utilities
• Database conversion
utilities
• Data validation reports
• Easy On Boarding
- Workshop
- Data review/cleansing
- Utilities
• Convert
data/database
• Validation
* - EE only
- Process Maps
- Configuration data
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Conversion to QAD On Demand
Step 3 – Test / Train
Time dependent upon size/complexity
Test/Train
Implementation
Upgrade/Deployment Q-Scan
Assessment
•
Environment
•
Proposal
•
Data
•
Plan
•
Customizations
•
Costs
•
Functionality
•
Timescales
•
3rd party apps
•
Resources
•
Project
Cutover
Conversion
Present Report
•
•
•
•
• CRP
Planning
• Acceptance test
Prepare Source
Data
(EE)
• End
user training
Run Pre-Conversion
Utilities
(EE) UI training
• .NET
Database
Conversion
•
Production
environment
•
Database
conversion
•
Execute cutover
•
Go live
Implementation Options
•
Interfaces
•
Customizations
•
Modules
•
Localizations
17
Conversion to QAD On Demand
Step 3 – Test / Train
Key Activities
Tools/Methodologies
• Conference room
pilot
• Acceptance test
• .NET UI training
• End user training
•
•
•
•
Predefined test scripts
Test script logs
Work aids
Training material
- End user
- Technical
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Conversion to QAD On Demand
Step 4 - Cutover
•Time dependent upon size/complexity
•Cutover
•Upgrade/deployment Q-Scan
•Implementation
•Present report
•Assessment
•
Environment
•
Proposal
•
Data
•
Plan
•
Customizations
•
Costs
•
Functionality
•
Timescales
•
3rd party apps
•
Resources
•
Project
•Conversion
• Production
environment
Crp
• Database
Acceptance
test
End user training
conversion
.Net ui training
• Execute cutover
• Go live
•Test/train
•
Planning
•
•
Prepare source
data (EE)
•
•
Run pre-conversion
utilities (EE)
•
Database
conversion
•
•
•Implementation options
•
Interfaces
•
Customizations
•
Modules
•
Localizations
19
Conversion to QAD On Demand
Step 4 – Cutover
Converting to QAD On
Demand
Tools/Methodologies
• Create production
environment
• Convert
data/database
• Execute cutover
• Go Live!
• Conversion utilities
• Data load
templates
• Validation reports
• Cutover plan
20
Conversion to QAD On Demand
How Does The Upgrade Process Work?
Time dependent upon size/complexity
Upgrade/Deployment Q-Scan
Assessment
Implementation
Conversion
Present Report
•
Environment
•
Proposal
•
Data
•
Plan
•
Customizations
•
Costs
•
Functionality
•
Timescales
•
3rd party apps
•
Resources
•
Project
•
Planning
•
CRP
•
Prepare source
data (EE)
•
Acceptance test
•
End user training
•
.NET UI training
•
Run pre-conversion
utilities (EE)
•
Database
conversion
Cutover
Test/Train
•
Production
environment
•
Database
conversion
•
Execute cutover
•
Go live
Implementation Options
•
•
•
•
Interfaces
Customizations
Modules
Localizations
21
Conversion to QAD On Demand
Step 4 – Implementation Options
Converting to QAD On
Demand
• Review for need
• Define action plan
• Execute / transition
Tools/Methodologies
•
•
•
•
.NET UI
Browse collections
QXtend
EE
Internationalizations
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Conversion to QAD On Demand
Customer Story – eB2 to SE
Chemical Industry
Source- On Premise
Target - QAD On Demand
• Operations in:
• Technical Upgrade
• Timeline 2 ½ months
• Eliminated majority of
custom programs
- US
- Mexico
- Other countries
• Separate eB2
databases
• 300 plus custom
programs
• Character UI
- QAD Program Tracer Tool
- Browses
- Operational Metrics
• Single QAD 2011 SE
database
• View of multi-domain
data
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Conversion to QAD On Demand
Easy as ABC!
• Streamlined upgrades
• Repeatable process
• Flexible to fit multiple situations
For more information contact your Account
Executive or Services Manager!
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Conversion to QAD On Demand
Questions & Answers
Romeo Sequeira
Director, Consulting
[email protected]
Carol Cvitkovich
Director, Global Resource Model
[email protected]
25
www.qad.com
© QAD Inc 2012
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