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| Building the Effective Enterprise
QAD Trade Promotion ManagementRob DiMeola – Principal Business Analyst, R&D
QAD Trade Promotion Management
| Building the Effective Enterprise 2
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.
Safe Harbor StatementQAD Trade Promotion Management
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■Session overview■Benefits of Trade Promotion Management■Current development status■Future plans ■Summary■Questions
Presentation Agenda QAD Trade Promotion Management
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Trade spend averages 20% of gross sales for most companies, yet many
users do not have a formal solution in place for this area.
Trade Promotion Is a Neglected Area
QAD Trade Promotion Management
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■Finance Profitability including trade spend Deduction validation and monitoring Efficient claims process Accrual automation and detail
■IT Single global solution Fewer interfaces/less maintenance Smooth process flow
Stakeholders QAD Trade Promotion Management
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■Sales/marketing Budget versus actuals Deal planning Ease of promotion creation Central place to set-up promotions Smooth claims process Deal visibility and effectiveness
Stakeholders QAD Trade Promotion Management
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■This session outlines the power behind QAD Trade Promotion Management on EE
■QAD’s Trade Promotion Management solution helps build the Effective Enterprise by: Enabling the definition of complex promotional
deals Increasing visibility of discounts earned Validating monies owed vs assumed Enabling & promoting greater processing
efficiencies
Session Overview QAD Trade Promotion Management
| Building the Effective Enterprise
Benefits of QAD Trade Promotion Management
QAD Trade Promotion Management
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■Common Questions/concerns: How do I maintain all these deals? Lengthy deduction resolution time Hard to handle so many transactions Accruals difficult to explain to auditors Where do things stand right now? Why should I upgrade from TrM to Trade
Promotion Management?
Benefits of Trade Promotion Management
QAD Trade Promotion Management
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■Immediate discount – discount during sales order entry given at line/order level
■Deferred discount – future discount based on sales activity
■Bonus goods – free or discounted goods based upon previous order lines
■Allocated funds – fixed monies with defined schedule independent of sales activity
Benefits of Trade Promotion Management – Promotional Deals
QAD Trade Promotion Management
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Benefits of Trade Promotion Management – Deduction Resolution
QAD Trade Promotion Management
“Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract”
| Building the Effective Enterprise 12
Benefits of Trade Promotion Management – Automation
QAD Trade Promotion Management
“Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract”
| Building the Effective Enterprise 13
Benefits of Trade Promotion Management – Accruals
QAD Trade Promotion Management
“Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract”
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Benefits of Trade Promotion Management – Visibility
QAD Trade Promotion Management
“Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract”
| Building the Effective Enterprise 15
Benefits of Trade Promotion Management – Visibility
QAD Trade Promotion Management
“Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract”
| Building the Effective Enterprise 16
Benefits of Trade Promotion Management – Upgrade from TrM
QAD Trade Promotion Management
■New user interface provides efficient access to all data
■Ease of maintenance■No longer a bolt-on feel■Focus on earned discount visibility■Utilizes latest QRA architecture for easier
upgrades and future customization■Built-in APIs for integration to other
products
| Building the Effective Enterprise
Product StatusTrade Promotion Management
| Building the Effective Enterprise
■Phase one (direct sales) looking for early adopters now
■Phase two (indirect sales) development underway
■Working with multiple early adopters and identifying other potential customers
Product StatusQAD Trade Promotion Management
“Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract”
You cannot give any time frames, including early adopter available now
| Building the Effective Enterprise
Direct Sales - Phase 1Indirect/Buying
Groups
Indirect customersBuying groupsContractsPricingSales traceChargebackAdmin feeReportsBrowses/collectionsExcel integration
Accrual calculationClaim entryClaim generationClaim reviewPromotion activityBonus goodsOrder-level discounts Earned discountsSub-ledger
Analysis codesAttributesAccounting/budgetDeal profilesPromotion maintenanceImmediate discountsDeferred discountsAllocated fundsDeduction entryDeduction reviewOperational metrics
Product StatusQAD Trade Promotion Management
| Building the Effective Enterprise
QAD’s Vision For The FutureQAD Trade Promotion Management
| Building the Effective Enterprise
■Configured items■Overlapping deals■Aggregate deals■Retroactive deals■Promotion
effectiveness
■Workflow/approvals■Business
intelligence ■Additional KPIs ■Item level claims■Promotion planning ■Demand
management
Development – Potential RoadmapQAD Trade Promotion Management
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Summary
QAD Trade Promotion Management
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■Three Main Benefits■ Ease of maintenance■ Visibility into deal results and status■ Seamless integration to EE Financials
SummaryQAD Trade Promotion Management
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■Direct sales phase complete, indirect sales phase underway
■Actively seeking customers to involve in the development process
■Become part of the future of Trade Promotion Management
Summary - StatusQAD Trade Promotion Management
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■Interest? Follow-up after session■Promotion planning discussion, Thursday
11am-12 conf room #12 (registration req’d)■Watch the replay of these related sessions:
Power of Business Process management Transform Your Customer Service Experience
with QAD Customer Management Explore the Proven Power of QAD Enterprise
Financials
■Schedule a TPM demonstration via your account manager
Next StepsQAD Trade Promotion Management
| Building the Effective Enterprise
■Must be on, upgrading to or installing QAD Enterprise Edition in near-term
■Must be running English language
■Review session with Trade Promotion Management team to determine right fit
■Availability to work with R&D on a schedule
Early Adopter Program - Candidates
QAD Trade Promotion Management
“Roadmap Subject to change without notice. The above is intended for information purposes and should not be incorporated into a contract”
| Building the Effective Enterprise 27
■Rob DiMeola, Pr. Business Analyst [email protected]
■Jean Miller, Sr. Product Architect [email protected]
Questions & AnswersQAD Trade Promotion Management
| Building the Effective Enterprise 28
www.qad.com©QAD Inc. 2013
QAD Trade Promotion Management