kp i framework qad

QAD KPI Framework

KPI Framework Document

Version J, March 4, 2012

QAD Key Performance Indicators (KPI’s)

QAD KPI Framework

• Description

- Customer Service is a compound measure of Sales, Delivery and After Sale performance

• Key Metrics

- Delivery Performance in Full by Order/Line

Customer Service - KPI

QAD KPI Framework

3

- Delivery Performance in Full by Order/Line

- Transportation Efficiency

- Stockouts

- Forecast Accuracy

- Inventory Accuracy

- Service Request Resolution Time

Related Modules Best PracticesMetrics

Customer Service

QAD KPI Framework

Backorders

In Full And On Time By Line

In Full And On Time By Order

Forecasting Techniques

Consignment Inventory

Postponement

Sales & Operations Planning

QAD Transportation

QAD Demand Management

QAD Warehousing

QAD Customer Management

Stockouts

4

Forecast Accuracy

Order Cycle Time

Order Costs

Inventory Accuracy

Unreimbursed Freight

Spares Management

Shipment Track and Trace

Electronic Orders

Bar-coding / RF

Wave Picking

Available to Promise

Container Management

Pricing, Discounts and Rebates

QAD Enterprise Operations

QAD Configurator

QAD EDI eCommerce

QAD Service / Support

QAD Customer Self Service

QAD Trade Management

QAD Field Service Scheduler

Transportation Efficiency

Service Request Resolution Time

Data Collection

• Description

- Supplier Performance is an indicator that evaluates performance of suppliers, usually against a set of metrics that cover areas such as: the relative cost of products, quality of products against agreed specifications, engineering, and purchasing, based on

Supplier Performance - KPI

QAD KPI Framework

5

specifications, engineering, and purchasing, based on an agreed set of measurements to drive continuous improvement in value and operations.

• Key Metrics

- Delivery Schedule Adherence

- Supplier Quality

- Purchase Price Variance

Related ModulesBest PracticesMetrics

Supplier Performance

QAD KPI Framework

Formal Disputes

Supplier Quality Performance

Procurement Cost per Order

Supplier Delivery Performance Subcontracting

Carrier Agreements


Vendor Managed Inventory QAD Transportation

QAD Enterprise Asset Mgmt

QAD EDI eCommerce

QAD Supply Chain

6

Formal Disputes

Purchase Price Variance

Vendor Managed Inventory

Bar Coding / RF

Standard Costing

Global Sourcing

MMOG/LE


QAD Transportation

QAD Supply Chain Portal

Data Collection

Supplier Communication

• Description- Manufacturing Efficiency is a measurement (usually

expressed as a percentage) of the actual output to the standard output expected.

- Efficiency measures how well something is performing relative to existing standards.

- In contrast, productivity measures output relative to a

Manufacturing Efficiency - KPI

QAD KPI Framework

7

- In contrast, productivity measures output relative to a specific input (e.g., tons/labor hour).

• Key Metrics- Throughput Ratio

- Capacity Utilization

- Scrap & Yield Ratio

- Warranty and Return Costs


Manufacturing Efficiency

QAD KPI Framework

Yield

Scrap

Capacity Utilization

Throughput Ratio

Tooling Management

Preventative Maintenance

Lean Manufacturing


QAD Alerts

QAD Warehousing

QAD Manufacturing

Bar Coding / RF

8

Warranty Cost

Manufacturing Cost Ratio

Master Data Accuracy

Overall Equipment Effectiveness

Rapid Changeovers

Manufacturing Bill of Material

MRO Management

Lead Time Reduction

Subcontracting

MMOG/LE

QAD Lean Manufacturing


QAD MSW / PSW

Data Collection

• Description

- Manufacturing Schedule is a measure of the accuracy of a manufacturing schedule against requirements (i.e., how well you are scheduling to build the right thing at the right time in the right quantity).

Manufacturing Schedule - KPI

QAD KPI Framework

9

• Key Metrics

- Schedule Achievement

- Component Availability

- Manufacturing Cost Variance


Manufacturing Schedule

QAD KPI Framework

Production Plan Accuracy

Requirements Plan Accuracy

Component Availability

Schedule Achievement

Subcontracting


Engineering Change Mgmt

Net Change MRP




QAD Manufacturing

10


Manufacturing Cost Variance

Unplanned Maintenance


Lean Manufacturing



Tooling Management

Integrated Maintenance Schedule


QAD MSW / PSW

• Description

- Supply Chain Effectiveness is a measurement of how well all elements (products & services) of the supply chain—from raw materials to end-customers—are performing against the expectations set or existing standards (if available).

Supply Chain Effectiveness - KPI

QAD KPI Framework

11

standards (if available).

• Key Metrics

- Time to Market

- Procurement Cost

- Delivery Efficiency

- Transportation Efficiency


Supply Chain Effectiveness

QAD KPI Framework

Warehouse Efficiency


Time to Market

Lead Time Reduction


Carrier Agreements


QAD Warehousing

QAD Transportation


QAD Supply Chain

Procurement Cost Per Order

12


Global Sourcing




Subcontracting

MMOG/LE


QAD Alerts

QAD EDI eCommerce

QAD Quality Management

QAD Distribution Rqmts Plan

• Description- Inventory Effectiveness measures the process of having

the right part at the right place at the right time, with minimal investment that meets the customer requirements.

- Inventory is influenced by lead times, variability of supply, variability of demand, product complexity, service level agreements, product substitution, obsolescence and life

Inventory Effectiveness - KPI

QAD KPI Framework

13

agreements, product substitution, obsolescence and life cycles, material costs, carrying costs, investment strategies, cost of money, warehousing space and logistics (locations, distances, transportation methods).

• Key Metrics- Inventory Turns

- Stockouts

- Inventory Accuracy


Inventory Effectiveness

QAD KPI Framework

Safety Stock

Inventory Accuracy

Stockouts

Inventory Turns

Expedited Orders

Cycle Counting



Dynamic Location Assignment

Wave Picking



QAD Warehousing

QAD Manufacturing


14

Stockouts

Obsolete Inventory Container Management

Bar Coding / RF

Lean Manufacturing

MRO Management

Postponement

Spares Management


Wave Picking

Data Collection



• Description- Asset Utilization is a measure of actual use of fixed assets

divided by the available use of fixed assets. Fixed Assets enable direct product development, transformation, and delivery of a company’s products or services, as well as indirect support, and, typically, have greater than one year of service life.

- The supporting processes and best practices ensure availability of the fixed assets, optimized usage of the fixed assets,

Asset Utilization - KPI

QAD KPI Framework

15

of the fixed assets, optimized usage of the fixed assets, minimized costs, and maximized service life.

- It is implicit and assumed that the output of the fixed asset is required (there is demand), timely (meets requirements), and of acceptable quality.

• Key Metrics- Production Yield - Overall Equipment Effectiveness- Unplanned Downtime - Maintenance Spend


Asset Utilization

QAD KPI Framework

Planned Downtime

Unplanned Downtime


Production Yield


MRO Management

Mean Time Between Failures Tracking

Rapid Changeovers QAD Enterprise Asset MgmtISSUE: Yield and

16

Planned Downtime

Maintenance Spend

Maintenance Cost / Asset Value


Tooling Management


Maintenance Outsourcing

• Description- The goal of Financial Compliance is to ensure that all accounting

transactions are treated in accordance to Generally Accepted Accounting Practices (GAAP) prevailing for the relevant country, and that all transactions are recorded accurately and can be audited.

- Additionally, Financial Compliance addresses controls and separation of duty in pursuit of the aforementioned, to ensure only authorized personnel can perform actions and, that where it would be improper, they are prohibited from doing so (e.g. avoiding the ability of an employee to both set up vendors and make payments to vendors).

Financial Compliance - KPI

QAD KPI Framework

17

up vendors and make payments to vendors).- For QAD, the goal is also to ensure that Financial Compliance is delivered

in the most effective and economical manner possible automating processes and embedding controls within IT systems.

• Key Metrics- Financial Close Cycle Time- Segregation of Duties- Days Sales Outstanding- Days Payables Outstanding


Financial Compliance

QAD KPI Framework

Financial Reporting Man Days

Days Payables Outstanding

Bad Debt

Days Sales Outstanding

Electronic Signatures

Electronic Payments

Business Process Documentation

Shared Financial Services

QAD Alerts

QAD Compliance

QAD Financials

18

Closing Cycle Time

Approval Cycle Time

Segregation of Duties

Credit Management


Collections Management

• Description- Industry Compliance is a set of metrics associated with

regulations related to the industry, geography of operation, or market that the customer serves.

- Some of these regulations take the form of guidelines put in place by: industry bodies, internationally certified and recognized standards, and regional/geographic regulations.

Industry Compliance - KPI

QAD KPI Framework

19

regulations. - Typically, compliance to regulations requires that

processes are deployed in a controlled and documented fashion. Often, compliance requires auditing or validation by an outside party.

• Key Metrics- Quality- Environmental & Sustainability


Industry Compliance

QAD KPI Framework

System (cGMP) Validation

Materials Guidelines (MMOG/LE)

Quality


Corrective And Preventative Action


Electronic Signatures QAD Quality Management

QAD Process Maps

QAD Compliance

QAD Financials

20

MMOG/LE

Electronic Signatures QAD Quality Management

Traceability

Attribute Management

Trade Compliance


• Description- Information Technology (IT) Effectiveness is defined as a

combination of two key attributes: efficiency of IT operations (Operational Efficiency) and the competitive advantage the business gains through IT-enabled solutions (IT Innovation).

- Operational Efficiency is measured as the cost of the deployment, management and support of IT systems in the business, at a requisite level of availability, together with the alignment of those IT systems to support business process and operational needs.

IT Effectiveness - KPI

QAD KPI Framework

21

systems to support business process and operational needs. - IT Innovation is measured as the gains in competitive advantage an

enterprise enjoys resulting from business improvements enabled by IT solutions.

• Key Metrics- IT Budget / Total Revenue - Availability of Critical Systems- Service Level Adherence- Number of New Projects / Enhancements


IT Effectiveness

QAD KPI Framework

Projects / Enhancements

Service Level Adherence

Systems Availability

IT Spend / Revenue IT Outsourcing

IT Enterprise Monitoring


QAD Service / Support

22

Projects / Enhancements


System Response Time

User Satisfaction

Metrics

23

• Description

- The average time it takes to approve a requisition, process or journal entry.

• Measurement

- The number of days (or

• Best Practices

Approval Cycle Time

Metrics


24

- The number of days (or hours) for all approvals / number of approvals

• QAD Metric Sources- BI

- Ops Metrics

- Browses / Reports

• Description

- The % of orders that cannot be delivered at the scheduled time, but will be delivered at a later date

• Measurement

• Best Practices

Backorders

Metrics

Inventory Visibility



Available To Promise

25

• Measurement- # of undeliverable orders /

total orders*100

• QAD Metric Sources- Ops Metrics


Lead Time Reduction

Postponement

Spares Management

• Description

- The goal may vary by industry but the ultimate goal is to have no write-offs or receivables.

- Better screening, customer approvals process, credit policies, credit processes can all help remedy this situation.

• Best Practices

Bad Debt

Metrics


Credit Management

26

remedy this situation.

• Measurement

- Total Yearly AR Written Off

• QAD Metric Sources

- BI v3.5

- Ops Metrics

- Browses/Reports

• Description

- The extent to which an enterprise actually uses its installed productive capacity.

- It refers to the relationship between actual output that 'is' produced with the installed equipment and the potential output which 'could' be produced with it, if capacity was fully used.

• Best Practices

Capacity Utilization

Metrics

Rapid Changeovers

Rough Cut Master Schedule


27

it, if capacity was fully used.

• Measurement

- Used Capacity / Planned Capacity can be measured at bottlenecks only.


- BI v3.6 / 3.7

- Ops Metrics

- Browses/Reports

• Description

- An organization's ability to complete its accounting cycles and produce financial statements for internal management and external legal reporting.

• Measurement

- Time period, measured in days,

• Best Practices

Closing Cycle Time

Metrics



Electronic Signatures

28

- Time period, measured in days, from end of accounting period to release of financial statements


- BI

- Ops Metrics

- Browses/Reports

• Description

- The availability of component inventory for the manufacture of a specific parent order or group of orders or schedules.

• Measurement

- Unplanned component availability issue frequency as measured by

• Best Practices

Component Availability

Metrics



Cycle Counting

Net Change MRP

29

issue frequency as measured by number of events per period / Total running Orders, or number of Orders impacted / Total running Orders.


- BI

- Ops Metrics = No

- Browses/Reports


• Description- Measurement of the

average payment period (time from receipt of goods to cash payment). How long it takes an organization to pay it’s

• Best Practices

Days Payables Outstanding

Metrics

Collaborative Messaging

Electronic Payments


Pay on Receipt

30

organization to pay it’s creditors.

• Measurement- Accounts Payables

Balance/(COGS/365)

• QAD Metric Sources- BI v3.5

- Ops Metrics

- Browses/Reports


Alerts & Email Notification

• Description- Measurement of the average

collection period (time from invoicing to cash receipt). How long, on average, customers take to pay for your goods or services.

• Best Practices

Days Sales Outstanding

Metrics

Electronic Payments


Pay on Receipt

Credit Management

31

• Measurement- [Annual Gross Accounts

Receivables] / [Total Annual Sales * Days in Period]


- Ops Metrics = No

- Browses/Reports



Credit Management


• Description

- The number of orders that are required to be expedited. A high number indicates that orders are being required within normal lead times due to poor or ineffective

• Best Practices

Expedited Orders

Metrics

Net Change MRP




32

to poor or ineffective planning.

• Measurement

- # orders expedited in period


- BI

- Ops Metrics

- Browses/Reports

Net Change MRP

Trade Compliance



• Description

- Number of FTE days required to complete the Monthly or Yearly Financial Reports.

• Measurement

• Best Practices

Financial Reporting Man Days

Metrics



33

• Measurement- Total number of hours

spent creating financial reports by all involved / 8.


- Ops Metrics

- Browses/Reports

• Description- The ratio of calculated forecast to

actual demand or Mean Absolute Deviation (MAD) on a line item level between SKU forecasts and actual sales as a % of total sales forecasts for a particular period.

• Measurement- The ratio of calculated forecast to

actual demand or Mean Absolute

• Best Practices

Forecast Accuracy

Metrics



Postponement

34

- The ratio of calculated forecast to actual demand or Mean Absolute Deviation (MAD) on a line item level between SKU forecasts and actual sales as a % of total sales forecasts for a particular period.

- A low number will lead to poor planning and either the over or under-ordering of replenishment inventory.

• QAD Metric Sources- Browses/Reports

• Description- No. of disputes in which

resolution couldn’t be achieved within the normal prescribed process.

• Measurement- No. of disputes in which

• Best Practices

Formal Disputes

Metrics


Subcontracting


Bar Coding / RF

35

- No. of disputes in which resolution couldn’t be achieved within the normal prescribed process.

• QAD Metric Sources- BI v3.7/Future

- Ops Metrics

- Browses/Reports



• Description- This measure considers

the performance of the order management process from the time the order is taken through to the time the product is delivered to

• Best Practices

In Full and On Time By Order

Metrics



Electronic Orders

36

the product is delivered to the customer.

• Measurement- Total number of orders

delivered in full on time / total number of orders scheduled * 100



Postponement

Spares Management

Bar Coding / RF


• Description- This measure considers the

performance of the order management process from the time the order is taken through to the time the product is delivered to the customer.

• Best Practices

In Full And On Time By Line

Metrics



Electronic Orders

37

customer.

• Measurement- Total number of lines

delivered in full on time / Total number of lines scheduled for delivery * 100%



Postponement

Spares Management

Bar Coding / RF


• Description- Measures the ratio of IT

growth to business growth. When IT growth is less than business growth it can indicate economies of scale, improved efficiencies or underinvestment.

• Best Practices

IT Spend / Revenue

Metrics


IT Outsourcing

38

underinvestment.

• Measurement- (IT Spend (Current Yr)

/(Revenue (Current Yr)


- Ops Metrics

- Browses/Reports

• Description- The accuracy of the book or

system inventory versus the actual counted inventory (usually expressed as a %).

- For MRP to be effective inventory accuracy should typically be at or above 98%.

- A lower number indicates that planning will be ineffective, fill

• Best Practices

Inventory Accuracy

Metrics


Bar Coding / RF

Cycle Counting


39

planning will be ineffective, fill rates low, and inventory values higher than actually required due to large ‘buffer stocks’ to support sales.

• Measurement- Actual count/System Count, or

Actual $/System $

• QAD Metric Sources- BI- Ops Metrics = Yes- Browses/Reports


• Description- The number of times that a

company’s inventory cycles or turns over per measurement period (month, quarter, year).

• Measurement

• Best Practices

Inventory Turns

Metrics




Postponement

40

• Measurement- Annual Cost of Goods

Sold/Average Inventory value.


- Ops Metrics

- Browses/Reports

Lead Time Reduction

Cross Docking

Lean Manufacturing

• Description- Total maintenance cost

divided by replacement value of production equipment value.

• Measurement- Total maintenance cost /

• Best Practices

Maintenance Cost / Asset Value

Metrics

MRO Management



41

- Total maintenance cost / replacement value of production equipment value.


- Ops Metrics

- Browses/Reports

• Description

- Labor, materials spend for Maintenance as % of COGS or total Operating costs.

• Measurement

• Best Practices

Maintenance Spend

Metrics



MRO Management

42

• Measurement- Total Maintenance

Spend/Total COGS (or total operating costs)


- Ops Metrics

- Browses/Reports

• Description- Includes quality-related

costs, direct and indirect labor, equipment repair and maintenance, other manufacturing support and overhead, and other costs directly associated with manufacturing operations

• Best Practices

Manufacturing Cost Ratio

Metrics

Subcontracting

Standard Costing

Lean Manufacturing


43

manufacturing operations

• Measurement- Budgeted (or Planned)

manufacturing Cost / Actual Manufacturing Cost

• QAD Metric Sources- BI v3.5- Ops Metrics- Browses/Reports

Subcontracting


Tooling Management

• Description- The analysis of differences

between actual manufacturing product cost to standard or budgeted manufacturing cost.

• Measurement

• Best Practices

Manufacturing Cost Variance

Metrics


Standard Costing

• Measurement- Planned Order Cost / Actual

Order Cost

- Actual Cost / Std Cost (Smaller=Better)


- Ops Metrics

- Browses/Reports

44

• Description

- Items, BOMS, Routings, Capacity

• Measurement

- (Completeness and Correctness of Items,

• Best Practices


Metrics


45

Correctness of Items, BOMS, Routings, Capacity)/ total number.


- Ops Metrics = Yes

- Browses/Reports

• Description- The global standard for supply chain

management processes that reduces costs from errors, waste, and workload for suppliers and customers.

- It provides industry best practices for the materials management process in your facility and is intended to establish a common definition of materials practices to facilitate effective communication between trading

• Best Practices

Materials Guidelines (MMOG/LE)

Metrics

Cycle Counting

Lean Manufacturing

Bar Coding / RF


46

communication between trading partners.

• Measurement- Follow standard process for

assessment of materials management within guidelines of MMOG/LE.

• QAD Metric Sources- BI- Ops Metrics- Browses/Reports

Global Sourcing


• Description- Resources and/or time

involved in Enhancements including new projects, new functionality, and enhancements to existing capabilities vs. Total IT resources/time

• Best Practices

IT Projects / Enhancements

Metrics


IT Outsourcing

47

resources/time

• Measurement- IT Time spent on

Enhancements/Total IT Time


- Ops Metrics

- Browses/Reports

• Description- The relative measure of the

currently obsolete or inactive assets held by an entity.

- A high or increasing $ value indicates that excess obsolete or inactive inventory is being carried possibly due to poor

• Best Practices

Obsolete Inventory

Metrics

Cycle Counting




48

carried possibly due to poor engineering change control or very poor planning.

• Measurement- Obsolete or Inactive Assets

represented as a $ value or as % of total inventory.


- Ops Metrics

- Browses/Reports

Cycle Counting

• Description- The aggregation of all order cost

elements. - A high or increasing number would

indicate there are many inefficiencies creeping in to maintain high fill rates. Cost of Sales will increase and reduce margins as a result.

• Measurement- The aggregation of the following cost

elements: Create Customer Order

• Best Practices

Order Costs

Metrics


Wave Picking


Electronic Orders

49

elements: Create Customer Order Costs, Order Entry and Maintenance Costs, EDI Costs, Installation Planning Costs, Order Fulfillment Costs, Distribution Costs, Transportation Costs, Installation Costs, Customer Invoicing / Accounting Costs.



Bar coding / RF

• Description- The time it takes to fill a

customer order measured from when an order is first received to when it ships. An increasing number would indicate that a decrease in fill rates will follow or inventory will start to climb. Lead time is always a factor in calculating safety stocks.

• Best Practices

Order Cycle Time

Metrics

Electronic Orders

Trade Compliance


Wave Picking

50

calculating safety stocks.

• Measurement- The time it takes to fill a

customer order measured from when an order is first received to when it ships.

• QAD Metric Sources- BI v3.7- Ops Metrics = Yes- Browses/Reports

Electronic Orders

Credit Management

Postponement

Bar Code / RF

• Description- A compounded metric that provides a

snapshot of the current production efficiency for a machine, line or cell.

- OEE considers the availability of the work center, the output performance of the work center, and the quality of the output

• Measurement- Availability x Performance x Quality

• Best Practices


Metrics

MRO Management



51

• Availability > (Operating Time / Planned Production Time) x 100

• Performance > ((Total Pieces / Operating Time)/ Ideal Run Rate) x 100

• Quality > (Good Pieces / Total pieces) x 100

• QAD Metric Sources- BI v3.6 / 3.7- Ops Metrics- Browses/Reports

Mean Time Between Failure Tracking

• Description- Planned as part of Preventive

Maintenance. The activities, including adjustments, replacements, and basic cleanliness, that forestall machine breakdowns.

- The purpose is to ensure that production quality is maintained and that delivery schedules are met.

- In addition, a machine that is well cared for will last longer and cause fewer

• Best Practices

Planned Downtime

Metrics


MRO Management



52

for will last longer and cause fewer problems. PM is typically 1/4 the cost of failure or breakdown maintenance

• Measurement- Planned Downtime/Total time available



• Description- The business functions of

procurement planning, purchasing, inventory control, traffic, receiving, incoming inspection, and salvage operations per purchase order.

• Best Practices

Procurement Cost Per Order

Metrics

Electronic Orders

Carrier Agreements


Shipment Consolidation

53

purchase order.

• Measurement- Total Cost of Procurement /

Total number of Purchase Orders


- Ops Metrics

- Browses/Reports

Electronic Orders

Global Sourcing

Subcontracting


• Description- Absolute comparison of

production plan for manufacturing as compared to actual requirements, where over and under are both considered "inaccurate".

• Measurement- The ratio of calculated

• Best Practices


Metrics

Forecast Techniques


Demand Visibility

54

- The ratio of calculated production plan to actual production output or Mean Absolute Deviation (MAD) on a line item level between SKU plan and actual as a % for a particular period.


• Description- The purchase price variance is

the difference between the actual price paid to buy an item and its standard price, multiplied by the actual number of units purchased.

- A positive variance means that actual costs have increased,

• Best Practices

Purchase Price Variance

Metrics



Standard Costing

Carrier Agreements

55

actual costs have increased, and a negative variance means that actual costs have declined.

• Measurement- (Actual price - Standard price) x

Actual quantity = Purchase price variance.

• QAD Metric Sources- BI v3.7/Future- Ops Metrics- Browses/Reports


• Description- The totality of features and

characteristics of a product or service that bears its ability to satisfy stated or implied needs.

• Measurement- Measurement of defects,

• Best Practices

Quality

Metrics

Electronic Documentation




56

- Measurement of defects, deficiencies, and significant variations by the adherence to measurable standards that satisfy user or customer requirements.



• Description- Absolute comparison of

planned material requirements for manufacturing as compared to actual requirements, where over and under are both considered "inaccurate".

• Measurement

• Best Practices

Requirements Plan Accuracy

Metrics

Net Change MRP




57

• Measurement- The ratio of material

requirements plan to actual requirements or Mean Absolute Deviation (MAD) on a line item level between SKU plan and actual as a % for a particular period.


Net Change MRP

• Description- A term used to describe a level

of stock that is maintained above the cycle stock to buffer against stock-outs.

- Safety stock (also called buffer stock) is a term used by logisticians to describe a level of extra stock that is maintained to

• Best Practices

Safety Stock

Metrics


Safety Stock Optimization


58

extra stock that is maintained to mitigate risk of stockouts(shortfall in raw material or packaging) due to uncertainties in supply and demand.

• Measurement- # or $ at SKU level above the

stock needed to cover replenishment or lead time


Cycle Counting

• Description- The percentage of time that

a plant achieves its production schedule.

• Measurement- The absolute variance of

actual production to

• Best Practices

Schedule Achievement

Metrics

Tooling Management



Lean Manufacturing

59

actual production to scheduled production.

- Past Due Hours / Total planned hours (expressed at the beginning of the scheduling period)


- Ops Metrics

- Browses/Reports

Tooling Management


Subcontracting

• Description- Material outside of

specifications and possessing characteristics that make rework impractical.

• Measurement

• Best Practices

Scrap

Metrics

Tooling Management


60

• Measurement- Actual Scrap% / Planned

Scrap% (Smaller=Better); Rework hours / Total hours –(Smaller=Better)

• QAD Metric Sources- BI v3.6 / 3.7

- Ops Metrics

- Browses/Reports

• Description- Segregation of duties includes

the separation of responsibilities related to custody of assets, record keeping, authorization and reconciliation in each business process. Ideally, no individual employee should handle more than one of the

• Best Practices


Metrics



61

handle more than one of the above functions in a process.

• Measurement- Number of non-compliant

instances


- Ops Metrics

- Browses/Reports

• Description- The agreement between IT

and their customers which forms the basis for quality of the service at an acceptable cost

• Measurement- Typical metrics include

• Best Practices

Service Level Adherence

Metrics


IT Outsourcing

62

- Typical metrics include system availability, system response time, time to resolve service requests, and call center response time by severity level.


• Description- Average time (in hours or

minutes) from request to resolution of service request.

• Measurement- Average time (in hours or

• Best Practices


Metrics


63

- Average time (in hours or minutes) from request to resolution of service request.


- Ops Metrics

- Browses/Reports

• Description- Stockouts indicate where

demand (dependent or independent) cannot be met due to the absence of the required inventory.

- A stockout indicates at best a delayed sales order or delayed

• Best Practices

Stockouts

Metrics

Cycle Counting



Spares Management

64

delayed sales order or delayed production or potential missed sale altogether.

• Measurement- # orders (or lines or items)

unfilled/total # orders (or lines or items) in period


- Ops Metrics

- Browses/Reports

Cycle Counting


Lean Manufacturing

• Description- Monitoring and evaluating

key suppliers on delivery, based on an agreed set of measurements.

• Measurement- ((On Time receipts x In Full

• Best Practices

Supplier Delivery Performance

Metrics

Supplier Communications

Advanced Shipment Notices

Electronic Orders

Subcontracting

65

- ((On Time receipts x In Full receipts x Accurate Documentation x Perfect Condition receipts) / Total receipts) x 100.

• QAD Metric Sources- BI v3.7/Future

- Ops Metrics

- Browses/Reports

Supplier Communications

Alerts & Email Notifications

• Description- Costs that would disappear if

systems, processes, and products were perfect.

• Measurement- ((Cost of Source return +

appraisal*1 cost) / Estimated

• Best Practices

Supplier Quality Performance

Metrics



66

appraisal*1 cost) / Estimated Source returns cost ) x 100 [*1 Appraisal Cost = costs incurred to determine the degree of conformance to quality requirements]


- Ops Metrics

- Browses/Reports

• Description- Average time from keystroke to

system responding with expected conclusion (e.g. when entering a record - the time from keystroke to acceptance of the data and displaying it in the field

• Measurement

• Best Practices

System Response Time

Metrics


IT Outsourcing

67

• Measurement- Average time from keystroke to

system responding with expected conclusion (e.g. when entering a record - the time from keystroke to acceptance of the data and displaying it in the field


- Ops Metrics

- Browses/Reports

• Description- CGMP are the Current Good

Manufacturing Practices followed by the Life Science Industry to ensure that the products produced meet specific requirements for identity, strength, quality, and purity

• Best Practices

System Validation (cGMP Validation)

Metrics


68

purity

• Measurement- Audits and self assessments

of practices, policies, and processes help determine compliance.


• Description- Availability of systems to

the users, after consideration of any planned downtime for system maintenance, upgrade.

• Best Practices

Systems Availability

Metrics


IT Outsourcing

69

upgrade.

• Measurement- Planned uptime = service

hours – planned downtime


- Ops Metrics

- Browses/Reports

• Description- A comparison of the actual

throughput in units or hours, as compared to the standard units or hours

• Measurement- Actual Units produced

/Planned Units produced

• Best Practices

Throughput Ratio

Metrics



Lean Manufacturing


70

/Planned Units produced (Larger=Better);

- OR Actual Hours produced / Standard Hours produced (Larger=Better) with Hours = standard labor hours per unit of product

• QAD Metric Sources- BI v3.6 / 3.7- Ops Metrics = Yes- Browses/Reports


• Description- What is the actual Time taken

(days) from Designing to Launching (deliver to shelf or primary customer) a product in market against the expected time that was estimated expressed in %age.

• Measurement

• Best Practices

Time to Market

Metrics

Global Sourcing

Rapid Changeovers


Lead Time Reduction

71

• Measurement- Actual Time taken (days) from

Designing to Launching (deliver to shelf or primary customer) a product in market against the expected time that was estimated expressed in %age.

• QAD Metric Sources- BI- Ops Metrics- Browses / Reports

Global Sourcing


• Description- The accuracy of

transportation costs budgeted vs. actual costs.

• Measurement- (Actual Transportation*2

Cost / Standard

• Best Practices


Metrics


Trade Compliance

Carrier Agreements

Carrier / Route Optimization

72

Cost / Standard Transportation Cost) x 100 [*2 Transportation Cost = Freight + Overheads]


- Ops Metrics

- Browses/Reports



Shipment Track & Trace


• Description- Time when a resource is

scheduled for operation but is not producing for reasons such as maintenance, repair, setup, or stockout

• Best Practices

Unplanned Downtime

Metrics

MRO Management



73

or stockout

• Measurement- (All Downtime - Planned

downtime)/Total Time Available


- Ops Metrics

- Browses/Reports

• Description- Time or cost of reactive

maintenance due to process equipment underperforming.

- Unplanned maintenance can be 4 to 5 times the time/cost of Preventive/Planned Maintenance.

• Best Practices

Unplanned Maintenance

Metrics


74

Maintenance.

• Measurement- Ratio of Unplanned

Maintenance time or cost as compared to total maintenance time or cost.

• QAD Metric Sources- BI - Ops Metrics- Browses /Reports

• Description- Freight charges not paid by

customer. Could indicate that expedited freight is being used (to cover other deficiencies), or that lower-cost modes of transport could be used by effective freight/rate-shopping.

• Best Practices

Unreimbursed Freight

Metrics



75

freight/rate-shopping.

• Measurement- Total freight costs,

transportation costs, or logistics costs not paid by customers.


• Description

- Satisfaction of users based on feedback surveys, or # of complaints,

• Measurement

- User Satisfaction Survey

• Best Practices

User Satisfaction

Metrics


76

- User Satisfaction Survey

- Help Tickets per User

• QAD Metric Sources- Ops Metrics

- Browses / Reports

• Description- All costs associated with

warranty (seller’s assurance to the buyer that a product or service is as represented) on a products, including replacement, return expense, and all associated material, labor, and

• Best Practices

Warranty Cost

Metrics

Field Service Scheduling

Spares Management


77

material, labor, and overhead expenditures

• Measurement- Aggregation of all warranty

related costs


Depot Repair

• Description- Defined as the number of

units coming out of a process divided by the number of units going into that process over a specified period of time.

• Best Practices

Yield

Metrics

Tooling Management



78

specified period of time.

• Measurement- Number of output/Number

of units input *100


- Ops Metrics

- Browses / Reports

• Description- Actual labor expended compared

to standard labor in warehouse tasks such as receiving, put-away/stocking, shipping;

- Or could be in units. Less than 100% efficiency indicates lower performance than desired. If labor - then "standard" is numerator, actual is denominator; If units,

• Best Practices

Warehouse Efficiency

Metrics

Bar Coding / RF

Cross Docking

Wave Picking


79

actual is denominator; If units, then actual is numerator

• Measurement- If labor - Standard labor/Actual

labor; If units - actual units/standard units


Bar Coding / RF

Best Practices

80

• Description

- An electronic document derived from a shipper document and sent by a supplier to a customer when a shipment leaves the supplier site, informing the customer that the shipment is on the way.

Advanced Shipment Notice

Best Practices

81

• Required Modules

- QAD Customer Management

• The capability to send an email notification when an activity occurs that is outside the normal operating range.

• Modules Required


Best Practices

82


- None

• The ability to track attributes, such as size color, style, assay, milk content, etc, for an item.

• Attributes are used for Quality Analysis


Attribute Management

Best Practices

83


- QAD Manufacturing

- QAD Quality Management

• ATP is the uncommitted portion of a company’s inventory and planned production maintained in the master schedule to support customer-order promising.

• Available-to-Promise (ATP) provides an availability and feasibility check concerning a customer request or a customer order where three outputs can be distinguished:


Best Practices

84

distinguished:- 1. the soonest delivery date concerning the customer request- 2. the confirmation of desired delivery date, item quantity, and

item configuration- 3. the selection of alternative, but deliverable product variants in

case the desired delivery parameters cannot be fulfilled.

• Required Modules- QAD Customer Management

• Bar Code is a series of alternating bars and spaces printed or stamped on parts, containers, labels, or other media representing encoded information that can be read electronically.

• Used to minimize handling time and maximize data accuracy

Bar Coding / RF

Best Practices

85

data accuracy

• Product serial number is often used as identifier.

• Required Modules- QAD Manufacturing

- Data Collection

• The documentation of business processes on a graphical display.

• Used for understanding business process flows.



Best Practices

86


- Process Maps

• Carrier agreements are agreements between a company and its domestic and global carriers (for both, inbound raw materials and outbound finished goods) specifying service levels, payment terms, and other conditions.

• Such agreements can be established as part of a

Carrier Agreements

Best Practices

87

• Such agreements can be established as part of a larger initiative to decrease raw material and finished goods inventory, while improving customer service.

• Required Modules- QAD Transportation

• The ability to provide messaging capabilities with customers and suppliers, usually related to orders and shipments.



Best Practices

88


- None

• Is the set of capabilities to collect accounts receivable in a timely manner.

• Includes Dunning Letters and reminders.



Best Practices

89


- QAD Finance

• Describes the process where a supplier places material at a customer location without receiving payment until after the goods are used or sold.



Best Practices

90


- QAD Consignment

- QAD Customer Management (Customer)

- QAD Supply Chain (Supplier)

d1

d1 Consignment is not one of the Modules listed in KPI Frameworkdbv, 14/03/2012

• The ability to track the quantity, quality and location of containers to ensure that the customer-approved container is available at the right time, avoiding disruptions in the production and shipping process.

• An effective container management


Best Practices

91

• An effective container management process/system can avoid extraordinary costs by preventing material damage, lost containers, and production down-time.


• A concept within Good Manufacturing Practice (GMP), CAPA focuses on the systematic investigation of discrepancies (failures and/or deviations) in an attempt to prevent their recurrence.

• To ensure that corrective and preventive actions are effective, the systematic investigation of the failure


Best Practices

92

effective, the systematic investigation of the failure incidence is pivotal in identifying the corrective and preventive actions undertaken.

• CAPA is part of the overall quality management system (QMS).

• Required Modules- Quality (CEBOS or Pilgrim)

d2

d2 CEBOS or Pilgrim are not specific modules in KPI Frameworkdbv, 14/03/2012

• Is the capability to check credit and manage orders based on credit guidelines.

• Includes approval processes based on levels of authority.

Credit Management

Best Practices

93



• Cross docking actively links the receiving and shipping processes. In a DC, both cross docking (no storage) and traditional (with storage) operations might take place.

• Cross docking minimizes the need to put

Cross Docking

Best Practices

94

• Cross docking minimizes the need to put incoming inventory into storage and the number of “touches” for each order.


- QAD Warehousing

• A physical inventory technique where inventories are counted on a periodic basis rather than once a year - can be taken when an item reaches its reorder point, when new stock is received, or on a regular basis.

Cycle Counting

Best Practices

95

a regular basis.

• High-value, fast-moving stock is generally counted more frequently than low-value, slow-moving items.


- QAD Manufacturing

• The ability to see the sources of demand: manufacturing, services parts and other independent demand.


Demand Visibility

Best Practices

96



- QAD Demand Management

• The ability to efficiently handle returns for warranty or refurbishment, including spare parts planning.

• Includes tracking of lot and serial numbers.

• Related to Mean Time Between Failure Analysis.

Depot Repairs

Best Practices

97

• Related to Mean Time Between Failure Analysis.

• Related Modules

- QAD Service / Support

• The assignment of a stocking location when goods are received.

• Requires real time inventory control, stock locator, and rules based picking logic


Best Practices

98


- QAD Supply Chain

- QAD Warehousing

• Is the accumulation and sharing of documentation related to products and shipments.



Best Practices

99



- QAD Manufacturing

- QAD Transportation

• Is the capability to receive and send orders electronically, usually through EDI transactions.

• Includes the ability to change and check on order status as well as Advance Shipment Notices (ASN)

Electronic Orders

Best Practices

100

Notices (ASN)



- QAD Manufacturing

- QAD EDI

• EDI transaction and network services for the transfer of funds.

• Requires specific bank drivers and secure communications.

Electronic Payments

Best Practices

101


- QAD Finance

- QAD EDI

• The capability to provide authorization electronically rather than by paper.

• Requires a secure, auditable system.


Electronic Signatures (21CFR part 11)

Best Practices

102


- QAD Compliance

• The effective management and implementation of engineering changes ensures the correct part or level is produced and delivered to the customer and minimizes obsolescence and warranty costs.

Engineering Change Management

Best Practices

103

warranty costs.


- QAD Manufacturing

• The ability to efficiently schedule field service engineers for installation or repairs.



Field Service Scheduling

Best Practices

104


- QAD Field Service Scheduling

• An estimate of future demand for an item at a particular site, stated in terms of quantity per week. Enables purchase or manufacture of necessary products in appropriate quantities in advance.

• Created by mathematical means using historical data.- Includes Collaborative Forecasting , Planning & Scheduling


Best Practices

105

- Includes Family Level Planning

- Includes Pyramid Forecasting

- Includes Forecast Consumption

- Includes Consensus Forecast Input


- QAD Demand Management

• The ability to source materials and products globally.

• Requires visibility into all sources of demand and consistent naming and bills of material

Global Sourcing

Best Practices

106


- QAD Supply Chain

- QAD Distribution Requirements Planning

• Integrated Maintenance and Production schedules insures that machinery is available at the appropriate time for manufacturing of goods.

• Includes Tooling Management.


Best Practices

107


- QAD Enterprise Asset Management

• The ability to see inventory levels at all locations globally.

• Includes the ability to see allocations placed on that inventory.


Best Practices

108


- QAD Manufacturing

• The monitoring of system performance and service levels in order to maintain a certain level of performance.



Best Practices

109


- Performance Monitoring Q-Scand3

d3 Not a Module in KPI Frameworkdbv, 14/03/2012

• A technique to outsource some or all IT tasks.

• Requires a Service Level Agreement between parties.


IT Outsourcing

Best Practices

110


- None

• Lead time is the time in calendar days required to perform an activity. May include time needed for purchasing, order preparation, queuing, transportation, receiving, and inspection.

• Various techniques may be used to reduce

Lead Time Reduction

Best Practices

111

• Various techniques may be used to reduce purchasing and manufacturing Lead Times and thus inventory levels.


- QAD Supply Chain

- QAD Manufacturing

• A philosophy of production that emphasizes minimizing the resources used, including time, in manufacturing activities.

• It involves identifying and eliminating non-value-added activities in design, production, and supply chain management, and results in highly flexible, automated processes. Kanbans and flow schedules are example of lean manufacturing techniques.

• The typical enabler for lean improvement is through the use of

Lean Manufacturing

Best Practices

112

• The typical enabler for lean improvement is through the use of Value Stream Mapping (VSM). VSM is the process of walking and drawing the process steps (material and information) for one product family from beginning to end, typically within a single facility, to create a current state map.

• Required Modules- Lean Manufacturing

• The outsourcing of plant maintenance.

• Requires a Service Level Agreement between parties.


Maintenance Outsourcing

Best Practices

113



• A bill of material designed for manufacturing efficiency – has as few levels as possible.


- QAD Manufacturing

Manufacturing Bill of Material

Best Practices

114

- QAD Manufacturing

• Is the ability to accurately record how a product is made, including materials, processes and attributes.

• Requires capabilities to identify where master data may be incorrect.


Best Practices

115

data may be incorrect.


- QAD Manufacturing

• The average time interval between failures for repairable product for a defined unit of measure (e.g., operating hours, cycles, miles).



Best Practices

116



• MMOG/LE is the global standard for automotive supply chain management processes that reduces costs from errors, waste, and workload for suppliers and customers.

MMOG/LE

Best Practices

117


- MMOG/LE Q-Scand4

d4 Not a Module in KPI Framworkdbv, 14/03/2012

• MRO items are used in support of general operations and maintenance such as maintenance supplies, spare parts, and consumables used in the manufacturing process and supporting operations.

MRO Management

Best Practices

118

and supporting operations.

• These materials are usually managed by a separate planning and purchasing system due to the high number of part numbers involved.



• An approach in which the material requirements plan is continually retained in the computer. Whenever a change is needed in requirements, open order inventory status, or bill of material, a partial explosion and netting is made for only

Net Change MRP

Best Practices

119

partial explosion and netting is made for only those parts affected by the change.


- QAD Manufacturing

• Electronic Invoice processing based on receipt of goods.

• Requires that a process exists for making adjustments at a later date.

Pay on Receipt

Best Practices

120


- QAD Financials

• Postponement (delayed differentiation) is a supply chain technique where a product is kept as long as possible in a generic state.

• Differentiation of the generic product into a specific end product is shifted closer to the consumer by postponing identity changes, such as assembly or packaging, to the last possible supply chain location.

• This allows keeping safety stock of one generic product

Postponement (Final Assembly Scheduling)

Best Practices

121

• This allows keeping safety stock of one generic product instead of multiple specific end products.

• This technique is associated with Two Level Master Scheduling where planning is done at the option level.

• Required Modules- QAD Manufacturing- QAD Customer Management- QAD Configurator

• Preventive Maintenance are actions taken to keep an item in a specified operating condition by performing service at regular intervals.



Best Practices

122



• The ability to manage various pricing schemes, monitor discounting practices and handle rebates in a timely manner.



Best Practices

123


- QAD Trade Management

• Rapid Changeovers require small setup times in order to have small production batches and small WIP inventory.


Rapid Changeovers

Best Practices

124


- QAD Manufacturing

• The ability to refurbish used products

• Includes the ability to plan for inconsistent replacement of parts.


Remanufacturing

Best Practices

125


- QAD Manufacturing

• Is a technique, using a Bill of Resources, to check whether there is enough capacity for a given master schedule.


Rough Cut Master Scheduling

Best Practices

126


- QAD Manufacturingd5

d5 KPI Framework has Manufacturing and Manufacuring Scheduling. Should this be scheduling?dbv, 14/03/2012

• Is the periodic review of Safety Stock to determine whether it is meeting the goals of customer service and inventory levels.



Best Practices

127


- QAD Manufacturing

• Sales and Operations Planning (S&OP) is a process to develop tactical plans that provide management the ability to strategically direct its businesses by integrating customer focused marketing plans for new and existing products with the management of the supply chain.

• This monthly process brings together all the plans for the business (sales, distribution, inventory, production,


Best Practices

128

business (sales, distribution, inventory, production, procurement) into one integrated set of plans. This set of plans typically covers – at an aggregate (product family) level – a period of 8 to 18 months with monthly periods and further years with half-year periods.

• Required Modules- QAD Enterprise Operations

• The concept of having more than one person required to complete a task in order to prevent losses from fraud and error.



Best Practices

129


- QAD Financials

- QAD Compliance

• The ability to centralize financial services such as Accounts Payable and Receivable.

• For global companies, requires adequate networking, software, cross training and processes.


Best Practices

130

processes.


- QAD Financials

• The consolidation of shipments by Carrier or Customer in order to save shipping costs.




Best Practices

131


• The ability to find the location and to trace the path of shipments.




Best Practices

132


• The ability to plan for inventory of spare and replacement parts by location.

• Requires history and forecast information by part.

Spares Management

Best Practices

133



• Standard Costing is a method where standard costs are assigned to a product based on purchase, manufacturing and freight costs.

• Actual Costs are gathered and compared to the Standard Cost and Variances are researched.

Standard Costing

Best Practices

134

Standard Cost and Variances are researched.


- QAD Manufacturing

- QAD Supply Chain

- QAD Financials

• Subcontracting is the capability to send some or all manufacturing to a third party.

• Requires controls for quality and schedule adherence.

• Also requires systems for planning subcontract

Subcontracting

Best Practices

135

• Also requires systems for planning subcontract requirements.


- QAD Supply Chain

• The methods of communication for day-to-day operations defined and documented in order to clarify roles and responsibilities, expectations, and commitments and to avoid the possibility of misunderstandings and conflict.


Best Practices

136

misunderstandings and conflict.


- Supply Chain Portal

• The ability to plan for correct tooling to support manufacturing.

• Requires information on tooling life and availability.

Tooling Management

Best Practices

137


- QAD Manufacturing


• The ability to trace the customer of lot or serialized products

• The ability to trace the source and lot / serial number of component items

Traceability

Best Practices

138


- QAD Manufacturing

• The ability to check whether shipment destinations are allowed by local laws and the ability to produce documentation for customers and legal authorities.

Trade Compliance

Best Practices

139



• VMI is a technique for planning and control of inventory, in which the supplier has access to the customer’s inventory data and is responsible for maintaining the inventory level required by the customer.

• Re-supply is performed by the vendor through regularly scheduled reviews of the on-site inventory.


Best Practices

140

regularly scheduled reviews of the on-site inventory. • The on-site inventory is counted, damaged or

outdated goods are removed, and the inventory is restocked to predefined levels.

• Required Modules- QAD Supply Chain Portal

• Wave picking is a practice used in many Distribution Center operations to increase labor picking productivity and reduce the labor cost per pick.

• In some DC’s, orders are scheduled to be picked when they are received. In contrast to that, Wave picking consolidates orders into “waves” where multiple orders with similar characteristics are picked at one time. Orders can be consolidated by customer, geography, or any other criteria

Wave Picking

Best Practices

141

consolidated by customer, geography, or any other criteria that makes sense for the DC operation.

• In an operation where freight consolidation for shipping is important, wave picking can help consolidate less-than-truckload (LTL) shipments into truckload (TL) shipments.

• Required Modules- QAD Warehousing

• The capability to monitor and correct activities that result in reduced yields from manufacturing operations.

• Yield is usually associated with Quality Management.

Yield Management

Best Practices

142

Management.


- QAD Manufacturing

- Quality Management

Modules

143

• Alerts and notifications ensure information flows to responsible individuals

QAD Alerts

Modules

144

• Promotes fact-based decisions by unifying data from multiple sources using an included ETL (Extract, Transform, Load) tool, allowing decision makers to access, analyze, and share critical information using a browser based portal.

QAD Business Intelligence

Modules

145

information using a browser based portal.

• Controls the flow of business processes throughout the organization.

QAD Business Process Management

Modules

146

• Provides strict enforcement of the authenticity, integrity, auditing, and confidentiality of electronic records and supports eSignature.

QAD Compliance (Enhanced Controls)

Modules

147

• A complete rules-based product configuration suite supports configurations from quoting and order entry all the way through production planning, shop floor control, serialization, and order fulfillment and after sale service and

QAD Configurator

Modules

148

order fulfillment and after sale service and support.

• Provides improved responsiveness through collaboration and management of customers and demand

QAD Customer Management

Modules

149

• Provides a fully functional sales and marketing automation toolset designed to improve sales and marketing productivity including communications and scheduling tools; pipeline and forecast management; and customer

QAD Customer Relationship Management

Modules

150

and forecast management; and customer service.

• Provides a web storefront for self-service sales transactions and inquiries that enable suppliers to automatically take orders while reducing processing cost, time to deliver and with a higher degree of accuracy.

QAD Customer Self Service

Modules

151

degree of accuracy.

• QAD Supports a variety of shop floor and warehousing Data Collection Bar Coding and Radio Frequency third party products

Data Collection

Modules

152

• Integrates critical automated data collection and bar coding functions.

Data Collection - Eagle

Modules

153

• Integrates critical automated data collection and bar coding functions.

Data Collection - Radley

Modules

154

• Tools to build and manage forecasts, either collaboratively or individually, based on mathematical models that utilize demand history.


Modules

155

• Supports the planning of inventory at distributed distribution centers using a variety of planning methods using Distribution Orders

QAD Distribution Requirements Planning

Modules

156

• Provides a streamlined method for managing EDI communications between trading partners, including an end-to-end integration broker for B2B communications.

QAD EDI eCommerce

Modules

157

• Supports all plant maintenance activities, including preventive maintenance and predictive management, work orders and service requests to ensure equipment is reliable and ready to go at all times, and to ensure compliance with

QAD Enterprise Asset Management

Modules

158

at all times, and to ensure compliance with regulatory mandates regarding product safety and cleanliness standards.

• Supports the highest level of S&OP and integrates with planning and scheduling

QAD Enterprise Operations

Modules

159

• Helps reduce costs and improve customer service by improving service engineers’ productivity and optimizing other resources in the field.

QAD Field Service Scheduler

Modules

160

• Addresses complex regulatory requirements, strict segregation of duties, and more controls as required by larger, more complex enterprises; includes sophisticated budget modeling capabilities, advanced reporting, multiple

QAD Financials

Modules

161

capabilities, advanced reporting, multiple reporting layers that simplify complex Multi-GAAP reporting requirements and enhanced audit capabilities.

• Supports companies adopting lean principles, QAD’s integrated Lean Manufacturing supports Kanban, TAKT time calculations and visual control methods.


Modules

162

• Enables companies to reduce costs and increase throughput using the latest manufacturing scheduling techniques, including the capability to support Lean principles

QAD Manufacturing

Modules

163

• Supports visual master scheduling and production scheduling

QAD Manufacturing Scheduling WorkbenchQAD Product Scheduling Workbench

Modules

164

• Supports product quality, including inspection and testing, incoming inspection of purchased items and inventory sampling. This includes definitions of standard testing procedures and manages inventory sampling plans and quality

QAD Quality Management

Modules

165

manages inventory sampling plans and quality work orders.

• Provides the functionality to meet ongoing quality system requirements, while automatically sharing data across the entire quality and business system. MQ1 allows end users to configure to their business process requirements

Quality - CEBOS

Modules

166

configure to their business process requirements ensuring they can meet not only internationally recognized compliance requirements, such as ISO and FDA requirements, but also those of specific customers.

• Process Maps provide graphic representations of workflows that can include links to programs, browses, and documentation or other maps.

QAD Process Maps

Modules

167

• A simple message based integration tool that runs over middleware or peer-to-peer.

• QXtend features a full set of APIs to most transactions addressed by QAD.

• QXtend has a documented set of mapped transactions that simplify integration tasks defined in QDocs.

QAD Qxtend

Modules

168

QDocs. • QXtend is the backbone for Application-to-

Application integration to the QAD Enterprise Applications Suite, as well as opening up the application to other sources.

• QXtend allows automated and rules-based data synchronization tasks and eliminates the burden of maintaining custom interfaces.

• Provides the capability for after-sale service and support.

• Manages Warranty Tracking, Services Calls, and Returns and Repairs

QAD Service / Support Management

Modules

169

• Helps companies improve management of supply and suppliers through real-time collaboration

QAD Supply Chain

Modules

170

• Collaborative portal communicates demand changes in real-time and tracks the flow of orders and shipments using ASNs.


Modules

171

• Enables the ability to drive, manage and reconcile on-going product promotion events with key retailers to ensure that spending generates appropriate sales; manages rebates, chargebacks, and promotional activities.


Modules

172

chargebacks, and promotional activities.

• Provides a complete set of tools to optimize

shipments by air, sea, parcel, truckload or less

than truckload; provides international

documentation and assists in compliance with

denied party regulations.

QAD Transportation Management

Modules

173

denied party regulations.

• Supports the requirements of organizations with larger or more sophisticated warehouses, QAD Warehousing provides automated task management, RF based picking, wave management, batch picking, location find/audit,

QAD Warehousing

Modules

174

management, batch picking, location find/audit, put-away, picking, cross docking, quality control, replenishment, transfers and advanced cycle counting activities, including full support for global inventory views in multiple physical warehouses across multiple domains.

QAD Key Performance Indicators (KPI’s)

QAD KPI Framework

Customer Service

Supplier Performance

Manufacturing Schedule

Manufacturing Efficiency

Supply Chain Effectiveness

Inventory Effectiveness

AssetUtilization

Financial Compliance

Industry Compliance

ITEffectiveness

kp i framework qad

Documents

performance of suppliers

efficiency measures

relative cost of products

set of metrics

quality of products

productivity measures

actual output

standard output