Your Journey to Channel Islands - WeCUGMary Ann Guthrie, VP of R&D, Customer Management Solutions & UXTracey Rhoton, UX Manager, Research & Development

October 2018

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• Your Journey to Channel Islands

• Channel Islands Sept 2018- Demo

• Channel Islands Roadmap

• Q&A

AgendaChannel Islands 2018

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This presentation includes forward-looking statements about QAD and its business. These statements are subject to risks and uncertainties that may cause actual results and events to differ materially.  These risks and uncertainties are detailed in QAD’s SEC filings, including the company's latest Annual Report on Form 10-K dated April 7, 2017 and in particular the section titled “Risk Factors” therein and other periodic reports the company files with the Securities and Exchange Commission thereafter. This presentation contains certain references to 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 accounting principles generally accepted in the United States of America (“GAAP”) in that they exclude unusual or non-recurring charges, losses, credits or gains.  This presentation identifies the specific items excluded from the comparable GAAP financial measure in the calculation of each non-GAAP financial measure. 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  business results by investors.  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.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.QAD undertakes no obligation to update forward-looking statements.

Safe HarborChannel Islands 2018

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Your Journey to Channel Islands

What is Channel Islands?Channel Islands 2018

Agile / Rapid Response Technologies

ARCHITECTUREQAD Enterprise Platform

Anywhere, Anytime, on any Device

USER EXPERIENCEChannel Islands Experience

WEB UI

Extensions / New Apps

Actionable Insights

Enterprise Platform

Requisitions

Purchasing

Asset Management

Service

Sales

.NET UI

Enterprise Edition

Finance

Sales

Service

Purchasing

Requisitions

Asset Management

Production Orders

Engineering

Fixed Assets

Finance

Production Orders

Fixed Assets

Engineering

Extensions / New Apps

Actionable Insights

Enterprise Platform

Requisitions

Purchasing

Asset Management

Service

Sales O

pera

tions

Channel IslandsQAD Cloud ERP

Cloud Vs. On-Premises AvailabilityChannel Islands 2018

On-PremisesCloud

GENERAL AVAILABILITY2018 - September

EARLY ADOPTER2018 - September

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Channel Islands 2018

Channel Islands – QAD Cloud ERP 2018

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• Action Request• Sales / Global Sales• Services• Requisitions / Purchasing• Supplier Portal• Product Structures• Browses • QRF – Reports• Asset Management• Financial Setup and Views

• Actionable Insights• Action Centers• Collaboration

• Mobile approvals• Process maps• Personalization• Enterprise Platform

• App Extensions • Supporting base functions

• Customer, supplier, items, domain, sites, business relations …

Channel Islands – September 2018Channel Islands 2018

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• Requisition / Action / Maint Requestor

• Purchasing Manager • Buyer• Supplier (Supplier Portal)

• Material Handler (PO receipt)

• Maintenance Tech / Mgr / Planner

• CFO• Exec / Mgr in Mfg Organization

• Customer Service Rep• CSR Manager• Sales Rep / Sales Manager • Customer Support Rep• Customer Support Mgr• Field Services Technician • Service Technician

• Application Builder

Web UI Supported RolesChannel Islands 2018

• Collaboration• Alerts• Inbox• Tasks• Action Centers & KPIs• Action Requests

Actionable Insights

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Channel Islands 2018

Action Request

Service Order

Reference Docs

Sales Order

Sales Quote

Assign To

Create New

Request

Sales QuotesSales Orders

Purchase Orders

ReturnsService Orders

Invoices

Information

RMA

Sales Order13

Sales OrderSales

Quotes

Release

Attachments

Pick Ship Invoice

Workflow Actions

AllocateConfirm

Check ATP

Optional Actions

CopyRepriceCheck Credit

Revalue Cost

14Global Sales

Sales Quotes

Sourcing Rules

GlobalOrders

Release

ATPQty / Date

Create Order

Request

15Service - Order & Field Service

Service Order

ActivityReporting

Return Material Authorization (RMA)

Assign Engineer

Material Order

Service Depot Repair

Action Request

Depot Order

ActivityReporting

Receive Repair Item / Ship Replacement

Move to Work

Material Order

Ready To Invoice

Return Repaired Item

Business Document

ApprovedBusiness Document

Approval Flows

Route

Approve✓

Approved

Requisition Create

Purchase Order

Release to Purchase

Order

QADSupplierPortal

Supplier

✓

Purchasing

AVL

ApprovedAVL

Information

QAD Supplier Portal

SUPPLIER PORTAL

• Orders• Schedules • Kanban• ASNs• Receipts• Invoices• Supplier Self Service• Collaboration• Alerts

QAD Cloud ERP

Non-QAD Cloud ERP

ASN from Supplier Portal

Supplier Self Service

Information

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CreateProduct Structure

Access Alternative Structures

Where Used

Define Configured Structures

CreateItems

Engineering

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Maintenance Order

Maintenance Request

Materials Required

Cost & FailureAnalysis

Assign to technicianPlan

Labor Parts usedFailure codes Readings Equipment history

Close

Work OrderQueue + Work Instructions

✓

✓ ✓

Plant Maintenance

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Work Order

ProjectView

Materials Required

Project CostAnalysis

Assign to technicianPlan

Labor Parts usedEquipment history

Close

Work OrderQueue + Work Instructions

✓ ✓

Project Visualization

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Channel Islands 2018

Channel Islands – Demo

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• Enterprise Edition 2018

• Production Orders

• Automated Solutions

• Trade Activity Management (TAM)

QAD 2018 And in Addition…...

QAD Technology Update

PRODUCTIZE / INTEGRATE

MobileEmbedded AnalyticsPersonalization

Business ProcessManagementAttachments

ReportCreatorIntegration

CloudCollaboration CybersecurityAutomationVisual Screen

ExtensionBrowsesLow Code / No Code

INNOVATE

DigitalTwin

MachineLearning

DataLake

Industrial IoT

EDUCATE / EVALUATE

Artificial Intelligence

Augmented Reality

Robotic ProcessAutomation

(RPA)Additive

Manufacturing

RobotsBlockchainEdge

Computing

MicroservicesAPI

API

QAD Enterprise Platform

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ExtensionsChannel Islands 2018

• Presentation - Frames- Field Management-Behavior, Appearance- Warnings, Validations, UI Logic

• Data- Tables- Fields - data types, formats- Relationships - tables, fields

• Browse/Reports- Export- Calculations / Data Manipulation- Browse Hierarchy

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• Drill down configuration / personalization

• Hierarchical grids• Excel import/export• UI typescript extensions• Business Component browses • Data extensions • Formula field support • Query service first phase• Data lake technology

Sept 2018 – Key New Platform Features• Smart card authentication • Launch .NET UI from WebUI

w/out login prompt • SAML SSO • Multi-factor authentication • Extension App Build & Deploy • Channel Islands On-Premises Support• Supportability• Upgrade analysis (what-if)

Channel Islands 2018

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Services – Highly Recommended for CIChannel Islands 2018

Process Discovery System Configuration Training Go Live Support

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CI Roadmap

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Flows• Lead to Opportunity• Opportunity to Sale• Account Management with 360 View• Activity Management• Marketing Campaigns: 

Suspect to Lead

Roles• Sale Rep• Sales Manager• Customer Service Manager• Customer Service Rep (CSR)• Customer Support Rep• Business Devel Rep (BDR)• Marketing Manager

CRM App – Planned for Sept 2019 Channel Islands Roadmap

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Flows• Customer Schedules Ph 1- Create Schedule Template- Schedule Visibility- Exception Visibility- Error Handling

Roles• Customer Service Manager• Customer Service Rep (CSR)• Contract Administrator

Sales App – March 2019Channel Islands Roadmap

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Flows• Service Quote• Workflow for Depot Repair• Service Logistics - Return Material (RMA)- Replacements

• Service Action Center

Roles• Customer Service Mgr / Rep• Customer Support Mgr / Rep• Service Technician• Materials Planning• VP of Service / Sales

Service App – March 2019Channel Islands Roadmap

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Flows• Physical Inventory• Cycle Counting• Inventory Attributes• Item Current/GL Cost assignment• New Manufacturing Product Introduction• Push Production - Ph 1

Roles• Inventory Manager• Cost Accountant• Product Engineer• Production Manager

Manufacturing – March 2019Channel Islands Roadmap

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Flows• Inventory Issues / Returns / Adj• Receive / Return from Work Order• Physical Inventory• Stores Requisition / Replenishment• Plant Maint / Tool Maintenance• Project Maintenance

Roles• Maintenance Planning• Project Manager• Indirect Material Handler

Asset Management – March 2019Channel Islands Roadmap

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Purchasing• Scheduled Orders Phase 1• Support EE blanket orders• Purchase Order Receipts- Multi-Site Receiving

• Copy / Print POs

Supplier Portal - planned completion• Alert Management• Schedule Replenishment• Supplier Performance• PO Acknowledgement

Supply Chain – March 2019Channel Islands Roadmap

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Flows• Accounts Payable• Accounts Receivable• Fixed Assets• Journal Entry

Roles• AP Clerk / AP Supervisor• AR Clerk / AR Supervisor• Fixed Assets Manager• Accounting Clerk / Financial

Controller

Financials App – March 2019Channel Islands Roadmap

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Channel Islands 2018

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