Drive Customer Satisfaction and Profitability through the Customer LifecycleMary Ann Guthrie, QADJonathan Fitchett, QADKelly Andrews, QAD

May 8, 2019

Safe HarborDrive Customer Satisfaction and Profitability through the Customer Lifecycle

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This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are subject to significant risks and uncertainties. Actual results and events may differ materially from those set forth in these forward-looking statements. These risks and uncertainties are detailed in QAD’s SEC filings, including its latest Annual Report on Form 10-K and in particular the section titled “Risk Factors” therein and other periodic reports subsequently filed by QAD with the Securities and Exchange Commission.

This presentation contains references to certain financial measures that have been adjusted to exclude certain expenses and other specified items. These financial measures differ from comparable measures calculated and presented in accordance with accountingprinciples generally accepted in the United States of America (“GAAP”) in that they exclude unusual or non-recurring charges, losses, credits or gains. Management believes that financial presentations excluding the impact of these items provide useful supplemental information that is important to a proper understanding of the Company’s results. These presentations should not be viewed as a substitute for results determined in accordance with GAAP, nor are they necessarily comparable to non-GAAP financial measures presented by other companies.

This presentation 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.

QAD undertakes no obligation to update forward-looking statements.

IntroductionDrive Customer Satisfaction and Profitability through the Customer Lifecycle

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Mary Ann GuthrieVice President R&D

QAD

Kelly AndrewsProduct Manager R&D

QAD

Jonathan FitchettSenior Product Manager R&D

QAD

AgendaDrive Customer Satisfaction and Profitability through the Customer Lifecycle

• The journey shared• The journey – 2019

- CRM- Sales- Service

• Demo• Where to next?

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On This Journey We All Know the DestinationDrive Customer Satisfaction and Profitability through the Customer Lifecycle

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The Destination is Universal…but the Journey and the Road You Take Are Not

Drive Customer Satisfaction and Profitability through the Customer Lifecycle

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A Shared JourneyDrive Customer Satisfaction and Profitability through the Customer Lifecycle

• Customer Advisory Groups

• User Experience workshops

Listen

• Hands On opportunities

• QAD User Groups

Share

• QAD Labs

• Analyst Input

• Industry Best Practice

Shape

• CTO Technology Leadership

• Regulatory and Compliance

Guide

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Age of the CustomerDrive Customer Satisfaction and Profitability through the Customer Lifecycle

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TransformCustomer

Experience

AccelerateDigital

Business

EmbraceMobileMindset

Convert Big Data into Business Insights

Grow Businesswith

Privacy

IIoT

Digital Twin

The Journey 2019Business Flows

Drive Customer Satisfaction and Profitability through the Customer Lifecycle

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Sales Order FlowDrive Customer Satisfaction and Profitability through the Customer Lifecycle

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Approved

Sales OrderGlobal Order

ATP

Sales Quote Create

Release to Sales Order

AllocatedPicked

InvoicedCustomer

Accounts Receivable Sales Order

Ship

CheckCredit

RepriceOrder

TAM Promotion

TAM Contract

Customer Scheduled Order FlowDrive Customer Satisfaction and Profitability through the Customer Lifecycle

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Customer Scheduled

Orders

RSSUpdate

Plan Schedule Releases

Invoiced

EDI

Accounts Receivable

AllocatedPicked

ShipScheduleRelease

Customer

830DELFOR

860DELJIT

Required ShipSchedule

(RSS)

Ship Schedule Releases

EDI ASN

Service FlowDrive Customer Satisfaction and Profitability through the Customer Lifecycle

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Customer Quote

Action Request

Service or Depot Order

Accept and

release quote

Updated Order

Material Order

Assign engineer or work queue

Record materials and labor

Web UI

ServiceActivity Invoice

Accounts Receivable

MFS

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Qualified Opportunity

CRM Flow – Early Adopter Sept 2019Drive Customer Satisfaction and Profitability through the Customer Lifecycle

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Won Opportunity

AccountMarketing

Automation

Activities and Tasks

Convert

Nurture

Contacts

Progress Sales Cycle

Activities Tasks

QuotesRelease to Sales Order

CustomerList

BusinessCard

Direct

Lead

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DemoDrive Customer Satisfaction and Profitability through the Customer Lifecycle

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Where to next?Drive Customer Satisfaction and Profitability through the Customer Lifecycle

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Our Vision for Customer ExperienceDrive Customer Satisfaction and Profitability through the Customer Lifecycle

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Roadmap – CRM for ManufacturersDrive Customer Satisfaction and Profitability through the Customer Lifecycle

CRM Early Adopter Release- Leads- Accounts- Opportunities- Campaigns- Territory Management- Action Centers

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Service• Action requests

• Service initiation• Service order

• Scheduling field service• RMA

• Depot order• Visibility• Web warranty claims• Subcontractor

• Activity reporting

Sales - B2B• Catalog

• Customer pricing and related promotions

• Sales orders• Visibility

• Shipping status• Invoicing / credit

• CRM for partners

Web Self Service• Initial B2B focus

• Customers• Partners• Distributors

• Marketing• Branding• Document import• Action requests

• Inquiries

Customer Portal – Fit to Your BusinessDrive Customer Satisfaction and Profitability through the Customer Lifecycle

Transform Your Customers’ ExperienceDrive Customer Satisfaction and Profitability through the Customer Lifecycle

Manage Disruption- Sale of Service- Rentals / Leases / Loaners- Digital Twin- IIoT- Machine Learning- XaaS - Anything as a Service

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SummaryDrive Customer Satisfaction and Profitability through the Customer Lifecycle

• Customer and business demands are greater than ever

• Challenges = opportunity mindset- Streamline and improve productivity- Evolution at your pace

• We are here to partner with you on your journey- Higher profitability- Excellent customer experience

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Next StepsDrive Customer Satisfaction and Profitability through the Customer Lifecycle

• Join us on the journey

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Highlighted SessionsDrive Customer Satisfaction and Profitability through the Customer Lifecycle

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Customer Schedules and

Supplier Schedules

Kelly Andrews and Marta Losada, QADWednesday 4:15 PM - 5:15 PMDemo Theater

Depot Repair and Quotes for Service in

the Web UI

Jonathan Fitchett, QADThursday 11:00 AM - 12:00 PM Demo Theater

QAD Product Configurator

Integration with OpenRules

Joe St. Clair, Saint-GobainJonathan Fitchett, QADThursday 9:45 AM - 10:45 AMRhythms 2/3

Questions and AnswersDrive Customer Satisfaction and Profitability through the Customer Lifecycle

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Mary Ann Guthriemtg@qad.com

Kelly Andrewskxa@qad.com

+1 856.840.2758

Jonathan Fitchettjpf@qad.com

Breakout Session SurveyDrive Customer Satisfaction and Profitability through the Customer Lifecycle

Remember to take the breakout session survey for every session you attend,

for a chance to win an iPad each day of Explore.

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https://explore.qad.com/contests

Thank You!Drive Customer Satisfaction and Profitability through the Customer Lifecycle

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www.qad.com©QAD Inc. 2019