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Hands-on training

Get the most out of your QAD solutions

Explore Training is an opportunity to work together with QAD experts in a hands-on environment. Explore 2015 training is geared toward a range of customer roles, from finance managers and end users to IT business analysts and developers. You will walk away with new ideas on how to optimize your QAD ERP solutions to better meet your business needs.

*Training spots are limited. To guarantee availability, please book your training class at time of Explore registration. Monday/Tuesday classes may overlap desired breakout sessions.

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QAD Enterprise Edition Upgrade Workshop

An interactive workshop covering reasons for upgrading, different upgrade options, and how to plan and execute an upgrade, with discussions of actual customer requirements and experiences.
Session topics include:
  • Understanding business drivers for an upgrade
  • Choosing the appropriate upgrade option for your business objectives
    • Technical conversion
    • Realignment
    • Process Improvement
    • Reimplementation
  • Planning your upgrade
    • Critical success factors
    • Managing Expectations
    • Roles and Responsibilities
    • Key Decisions before you upgrade
    • Activities, Resources
    • Pre-requisites – data cleanup, rationalizing, restructuring
  • Executing the upgrade
    • Data cleanup, rationalizing, restructuring
    • Design
    • Training
    • Data Conversion, Customization and Integration
    • Testing
    • Cutover
Course dates/times:
Option 1:  Monday, May 4th (day 1) and Tuesday (day 2), May 5th, from 1:30-5:00 PM
Option 2:  Wednesday, May 6th (day 1) from 1:30-5:00 PM and Thursday, May 7th (day 2) from 8:30 AM to 12:00 PM
Course fee:
$600 USD
Intended audience:
All personnel familiar with earlier versions of QAD Enterprise Applications.
Familiarity with the challenges posed by upgrading your existing environment and a willingness to participate in live discussions.
Kim Dusch, Director of AMS Services and Release Management, Cloud
Elaine Marshman, Global Implementation Standards Manager 
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QAD Item Attributes & Quality Control

Learn how Item Attributes and Quality Control can help you better meet customer, quality control, and compliance requirements. Understand how this functionality can be used to manage and process materials with specifications and values for item attributes, for specific lots and quality records.
Session topics include:
  • Item and Lot Attributes
  • Creating and managing 
    • Item attributes and specifications
    • Lot attribute values using lot attribute orders
    • Test specifications 
    • Quality orders and test records
    • Certificates of Analysis
  • Managing deviations and exceptions for attribute specifications for materials
  • Using lot attributes and quality control functions to 
    • Manage inventory and production to support contract and MTO requirements
    • Assure quality to contract and MTO specifications and requirements 
  • Using the Lot Trace Workbench to trace inventory transactions with visibility of attributes 
Course dates/times:
Option 1:  Monday, May 4th (day 1) and Tuesday, May 5th (day 2), from 1:30-5:00 PM
Option 2:  Wednesday, May 6th (day 1) from 1:30-5:00 PM and Thursday, May 7th (day 2)  from 8:30 AM to 12:00 PM
Course fee:
$600 USD
Intended audience:
  • All IT personnel and business analysts familiar with earlier versions of QAD Enterprise Applications.
  • Professionals responsible for master data who define and manage the use of specific characteristics for items and item lots
  • Quality control managers who manage quality control processes and information for inspections inventory and work-in-process
  • Materials managers who manage materials that have characteristics that vary from lot to lot
  • Buyers, customer service representatives, and production schedulers who manage deviations for suppliers, purchase orders, customers, sales orders, and production
  • Users in any industry but especially in regulated industries where compliance and quality control are key to success (Life Science, Automotive, Food & Beverage, Chemicals)
To obtain maximum benefit from this class, you should understand the basic principles of inventory and order processing within QAD Enterprise Applications.
Forrest Mori, Product Owner 
Konrad Opala, Solution Consultant
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Making the Most of QAD Enterprise Financials

Learn through presentation and hands-on exercises how advanced features of QAD Enterprise Financials will help your organization become a more effective enterprise.  Understand how automated processing in areas such as Banking, Year-End Closing and Excel integration will help to streamline your financial tasks.  In addition, partake in round table discussions on any topic that you would like to raise with our experts. Benefit from their experience and that of the other attendees.  
Course dates/times:
Monday, May 4th and Tuesday, May 5th, from 1:30-5:00 PM
Course fee:
$600 USD
Intended audience:
QAD end users and finance managers looking to take full advantage of the Enterprise Financials feature set.  
Prior experience with QAD Enterprise Financials is required.
Alban Bentein, Product Manager
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Hands-on Financial Report Writing with QAD Enterprise Financials

Designed for individuals that already have experience with QAD Enterprise Financials, this course enables you to build out powerful financial reporting and bring your use of financial data to the next level.  Hands-on exercises focus on the use of our Financial Report Writer, creating Operational Metrics and building Dashboards for financial roles.  This course covers the creation of advanced single entity financial reports as well as more complex consolidated reporting including reporting currency and COA translations.
Course dates/times:
Wednesday, May 6th from 1:30-5:00 PM and Thursday, May 7th from 8:30 AM to 12:00 PM
Course fee:
$600 USD
Intended audience:
QAD finance end users, finance managers, financial controllers and IT business analysts specializing in finance.  In order to fully benefit from this course, attendees should have prior knowledge of the usage of Enterprise Financials and the core Enterprise Financials concepts.
Gerard Hehir, Product Manager
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