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QAD Inc.

QAD Implementation Methodology

With over 30 years experience and thousands of software implementations, we have earned a reputation as leaders in quality implementations that provide customers improved time to benefit from our solutions.

Easy On Boarding

QAD Easy On Boarding (EOB) offers you an industry best practice solution with predictable costs and reduced implementation times. Whether you are looking for a small implementation or a large multi-site deployment, EOB is flexible and scalable enough to meet your needs.

At the core of the EOB content is knowledge focused on an industry specific solution. We simplify the project implementation process by predefining standard data. EOB gives you rapid prototyping of end-to-end processes to ensure your information is accurate, consistent and accessible across all systems. We provide proven, tested processes and modify them to meet your needs. We give you key performance indicator guidelines, methodology tools and templates that help you focus on industry anomalies.

Easy On Boarding provides you with a clear path to upgrade your system or move to QAD Cloud ERP with confidence. We have established methodology and best practices to help pave the way for your successful implementation. EOB helps you become a more effective enterprise — where every business process is working at peak efficiency and perfectly aligned with your strategic goals.

Easy On Boarding Methodology

The EOB Methodology consists of the following four phases:

We help you set the groundwork for the implementation; ensure everyone on your team knows what is required, as well as the expected timing and who is responsibility for specific tasks.

We work with your project team to finalize business processes, roles and responsibilities, document key performance indicators and baseline measurements, and help you load test data.

Using pre-defined test scripts and supporting documentation, you are able to validate that everything is working according to plan and in line with finalized processes, test scenarios, and data.

We help you train end users, ensuring a successful migration and cutover of all production data.

Our commitment to you never ends. We provide you with post go live support, help you review the success of your implementation, and help you plan for any future requirements.

QAD Easy On Boarding Steps

QAD’s methodology is designed to enable successful delivery of a desired business solution on time and on budget. It is intended to be flexible and scalable and can be applied to projects driven by the need for small, rapid and low-cost implementations, as well as those that require larger multi-site core model deployments.

QAD Easy On-Boarding methodology consists of four phases: Planning & Control, Design & Configure, Test & Accept, Deploy & Evolve.

Planning & Control

The planning phase sets the groundwork for the implementation and by the end of the phase all controlling documents will have been finalized. This will ensure that all members of the implementation team (QAD and Customer) will know what is required, the expected timing and who has responsibility for specific tasks.

Design & Configure

QAD Services work with the Customer’s Project Team to finalize their business processes, along with process roles and responsibilities. Project Team Members are trained by QAD using specific Easy On-Boarding Training Documents and Work Instructions. The customer agrees on the test scenarios and provides data for testing. QAD Services works with project team members to load all test data and ensure the customer:

  • Understands the process flows, related attachments and how these relate to their business
  • Is comfortable with proposed testing scenarios and has provided specific data to ensure all tests meet their requirements
  • Understands the way QAD enterprise Applications work and is capable of using the software to carry out all test requirements

Test & Accept

The Test & Accept phase will test the finalized processes, using agreed on test scenarios and data, by following pre-defined test scripts. This phase is the project team’s opportunity to prove to themselves, the stakeholders and the steering committee that QAD can meet their requirements, using industry best practice at all times.

The number of tests required will depend on the size and type of implementation.

Deploy & Evolve

This phase is split into two clear sections:

Deploy: completing the final stages of the implementation that lead to a successful go live. Key stages here include training end users from pre-defined EOB training materials, and ensuring a successful migration and cut-over of all production data.

Evolve: providing post go live support, reviewing success of the implementation and looking forward to ascertain future requirements.