Business Intelligence Metrics

QAD Transportation Management – BI Metrics
Demonstration Guide
May 2015
BI 3.11
Overview
This demonstration focuses on one aspect of QAD Transportation Management –
Business Intelligence Metrics – and shows how this functionality supports the vision of the
Effective Enterprise; where every business process is working at peak efficiency and
perfectly aligned to the company’s strategic goals.
QAD Transportation Management
Business Intelligence Metrics
Key Points
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Enabling the Effective Enterprise
Related Metrics
Leveraging QAD Transportation Management to manage freight and track shipments
will significantly affect the Supply Chain Effectiveness and Customer Service KPIs.
Typical measurements related to these KPIs include Transportation Efficiency and
Delivery in Full On Time (DIFOT).
Business Intelligence Metrics provided for QAD Transportation Management will help
you monitor these along with a number of other key metrics. Additional metrics and the
relative importance of each one will depend on your definition of the Effective
Enterprise.
You can easily customize and extend the Business Intelligence Metrics for QAD
Transportation Management to meet your needs.
Transportation Management - Metrics
Related Metrics
• Delivery In Full On Time (DIFOT)
• Transportation Efficiency
Key Points
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Customer Service
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Delivery In Full On Time (DIFOT)
Supply Chain Efficiency
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Transportation Efficiency
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Standard metrics
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Importance varies by company
Enabling Solution
Business Intelligence Metrics for QAD Transportation Management supports
improvements to these key metrics by providing standard, pre-defined dashboards for
each of the critical areas, including delivery performance and exceptions, shipment
cost and volume.
The information in the Business Intelligence Metrics for QAD Transportation Management
comes from the Transportation Management and Package Exception modules of QAD
Transportation Management. QAD Business Intelligence collects and aggregates
shipment and tracking information into a data warehouse that simplifies analysis. If you
are using other applications to manage shipping, you can also populate pre-defined
tables from these sources.
Business Intelligence Dashboards present this information in graphical or grid format,
using color-coded visuals that focus management attention on potential issues, with drill
downs into all supporting details.
Transportation Management - Metrics
Enabling Solution
Delivery Performance
Package Exceptions
Shipment Costs
Shipment Volume
KPI
Metrics
Dashboard
Key Points
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•
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Pre-defined data warehouse and visual items
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Loads data from shipping (TMS) and tracking (PEM)
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Can load data from other sources
Standard, pre-defined dashboards
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Graph or grid format
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Drill down to detail
Customizable by user
Demonstration Summary
In this demonstration, you will see how you can use Business Intelligence Metrics with
QAD Transportation Management to monitor your performance against key metrics.
You will see how easy it is to use Dashboards to get an overview of your performance in
particular areas, identify potential issues, drill-down into all of the supporting details, and
collaborate with other to discuss solutions.
Transportation Management - Metrics
Demonstration Summary
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•
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Select dashboard
Monitor performance
Identify issues
Drill down to detail
Collaborate
Key Points
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Select dashboard
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Monitor performance
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Identify issues
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Drill-down to detail
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Collaborate
How QAD reduces implementation time and cost
Transportation Management Dashboards
You do not have to set up all of the Business Intelligence Metrics for Transportation
Management from scratch. QAD provides four standard dashboards:
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Delivery Performance: displays common measures of carrier performance,
helping you identify potential issues and discover opportunities for improved
delivery performance and customer service.
•
Package Exceptions Summary: summarizes delivery exceptions and delays,
providing information you need for customer reviews and carrier contract
negotiations.
•
Shipment Costs Summary: analyzes transportation spending including freight
and other charges, helping you identify potential savings and providing data
for negotiating more favorable carrier rates.
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Shipment Volume Summary: monitors shipment volumes, weights, origins and
destinations, helping you identify trends and evaluate shipping habits.
Each of these dashboards includes a number of graphs, charts and reports that present
consolidated transportation information and key performance indicators, providing
comparative results and visualizing trends graphically.
Demo
1. Select Dashboard > QAD Standard > Transportation Management
Key Points
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Multiple dashboards; shipments and shipment tracking data
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Graphs, charts and reports
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Comparative results
How QAD improves delivery performance
Delivery Performance Dashboard
Begin with the Delivery Performance dashboard. Here you see critical metrics like:
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On time Performance by Month by Carrier
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Unsuccessful Deliveries by Month
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Correctly Addressed Packages not Delivered First Time
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Address Corrections by Month by Carrier
In most effective enterprises, the ratio of unsuccessful deliveries to on-time deliveries will
be very low. This dashboard shows you at a glance if there are delivery issues with any
carrier and helps you monitor Service Level Agreement (SLA) compliance.
This dashboard also identifies unsuccessful deliveries – packages that could not be
delivered the first time or addresses that needed to be corrected. This usually points out
operational issues you need to address, since every missed delivery costs you money.
Demo
1. Select Delivery Performance
Key Points
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On-time delivery by carrier - measures SLA compliance
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Unsuccessful deliveries
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Wrong address
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Delivery outside of working hours
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Signature required, no one there
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Address corrections
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Identifies potential operational improvements
How QAD supports root cause analysis
Drill-Down
Graphs give you a high-level view. To get more details, click any node – for example
last month’s on-time performance for Carrier UPS. In this case, you see the on-time
performance for each service or route – 2nd or 3rd day delivery, UPS Express, Ground or
Next Day.
For more, click any line – in this case accessing a detailed report of express shipments.
Every shipment reference and tracking number is included so you can easily look up
the details in the source system. Export this to a pdf or spreadsheet for further analysis.
Demo
1. In On time Performance by Month, click UPS Node 2012/09
2. Click 2012-09 UPS Express
3. (Optionally) Page-down, click Export to Excel
icon
Key Points
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Drill down for detailed analysis
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Graph to grid to report
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Export to pdf or Excel
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Shipment reference from the source system
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Tracking number from the shipment tracking system
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one or more per shipment
How QAD provides just the information you need
Parameters
You can change the selection parameters on all of the dashboards and detailed
reports, for example, changing the carrier or month. You can also select Inbound
and/or Outbound. This lets you track performance on outbound shipments to customers
as well as inbound shipments such as customer returns.
Demo
1. Check Outbound
2. (Optionally) Click Run
3. Close tab
Key Points
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Selectable Date Range
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Monitor
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Outbound deliveries to customers
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Inbound / Returns from customers
How QAD adapts to your needs
Multiple Dashboards
QAD Business Intelligence for Transportation Management comes with multiple predefined dashboards. Each user or functional area may access a different set of
dashboards, customized to show just the data they need.
These dashboards are available on your laptop, or mobile device.
You can use these dashboards as is, or you can customize them, without calling a
programmer!
Demo
1. Select Dashboard > QAD Standard > Transportation Management
2. Select Mobile
3. On iPad, tap QAD Mobile BI
4. Enter User demo, password qad
5. Tap QAD Standard
6. Tap Package Exceptions Summary
7. Tap pie chart to expand
Key Points
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Predefined dashboards
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Multiple dashboards per user or role
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Mobile device support
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Customizable
How QAD improves negotiations
Package Exceptions Summary Dashboard
Go back to browser-based Business Intelligence and look at the Package Exceptions
Summary dashboard there. This dashboard provides a different way of looking at
delivery performance, showing delays and exceptions by carrier and type – problems
with addresses, customs issues, lost or damaged shipments, or returned shipments. You
select the exceptions you want to see and for what period.
This dashboard also gives you a monthly summary by exception type and carrier, useful
in performance evaluations and negotiations.
As with the other dashboards, you can select parameters and drill down to find out all
the details, optionally exporting the information to an Excel worksheet or pdf.
Demo
1. From the browser (not the mobile device) select Dashboard > QAD Standard >
Transportation Management > Package Exceptions Summary
2. (Optionally) Uncheck Address Problem, click Refresh
3. In Exceptions for Current Month, click Customs Issue
4. Click DHL – Worldwide Priority Express Intl
Key Points
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Visually identify exceptions
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Drill down to details
How QAD encourages collaboration for improved decisionmaking
Collaborate
At this point, you may want to talk to others about the excessive number of customs
issues this month. Just click Collaborate and you can post a note to the discussion
forum, attaching a copy of this pie chart so that anyone looking at your posting will see
exactly what you are referencing.
Collaboration forums allow interactive discussions between multiple people, with a full
history.
Demo
1. Click Business Intelligence System tab
2. In Exceptions for Current Month, right-click in the title-bar
3. Click Collaborate on this item
4. Click Package Exceptions
5. Click Post Topic
6. Enter Topic Summary / Subject High Number of Customs Alerts, Topic Details
There were a large number of customs alerts this month. Does anyone know
why?, Tags Customs Alerts
7. Click OK
8. (Optionally) Click Topic High Number of Customs Alerts
9. Click Post Comment
Key Points
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Multiple forums, Multiple posts per forum
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Scan existing topics
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Post new topic, Include screen capture
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Add comments to any topic
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Search option
Collaboration Icon
When you return to the Package Exceptions Summary dashboard, you will now see a
collaboration icon on the graph. This indicates to anyone who looks at this dashboard
that there is an on-going discussion about this issue. If they want to look at your
comment or add one of their own, all they need to do is click the button.
Demo
1. Select Dashboard > QAD Standard > Transportation Management > Package
Exceptions Summary
2. In Exceptions for Current Month, click Customs Issue
3. (optionally) click Collaboration icon
Key Points
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Collaboration icon
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Indicates active discussion
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Encourages collaboration
Single click to review open discussion items
How QAD reduces shipping cost
Shipment Cost Summary Dashboard
Along with monitoring on-time performance, you also need to monitor cost – usually a
significant portion of your cost of sales. Reductions in shipping cost, without sacrificing
customer service, usually will yield significant results in increasing profit margins.
Not only can you monitor how much you are spending each month with each of your
carriers and your average cost per pound shipped, you can also track “accessorial”
costs for things like overnight or Saturday deliveries, dry ice, fuel surcharges, signature
confirmations and other special handling.
Use this dashboard to help determine how effective your shipping operations are. What
are your average shipping costs? What services are you using? What percentage of
your spend is for accessorial items?
A review of this information will often point out shipping habits that are not costeffective. For example, choosing overnight delivery when 3-day ground would do, or
selecting unnecessary services.
Demo
1. Click Business Intelligence System tab
2. Select Dashboard > QAD Standard > Transportation Management > Shipment
Cost Summary
3. Scroll down
4. In Accessorial Cost as Percentage of Total Cost, click 2012-07 UPS
Key Points
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Shipping costs
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Per carrier
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Average cost per pound shipped
Extra charge for “Accessorial” items
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Next day delivery
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Signature required
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Saturday delivery
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Special handling
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Fuel surcharges
How QAD improves profit
Profit / Loss on Shipping
When you do large volumes of shipping, typically you will have negotiated rates with
each carrier. The difference between these rates and the rates you charge your
customers is a source of profit, or loss.
This dashboard shows profit and loss, by carrier, by month, with a drill-down to the profit
and loss for each type of service. In this case, you can clearly see you are not
recovering the cost for overnight shipments.
You may use this information to change your shipping practices or negotiate better
rates with your carriers. You may also use this cost information to adjust what you
charge.
Demo
1. Click Business Intelligence System tab
2. Page down
3. In Estimated Shipping Profit/Loss, click FEDEX 2012-08
Key Points
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Profit/loss calculation
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Negotiated rates with carrier
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Amount you charge customer (published rates)
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Improve shipping practices
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Negotiate better rates
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Pass along higher cost
How QAD supports continuous improvement
Shipment Volume Summary Dashboard
The last dashboard is the Shipment Volume Summary – presenting shipping statistics in
terms of volume and package weight by carrier, along with the top 10 countries and
locations.
High impact graphics like bar charts and pie charts quickly focus your attention to
critical issues and help you identify trends.
When you want more information, just click to drill down to the detail. For example,
taking the top country by shipping volume (the US) and drilling down to a ranking by
State.
Detailed information such as this helps you make better decisions – for example, you
may leverage particular patterns to choose different carriers or zones. For example, if
you notice that you ship a large volume of packages to the same or similar destinations,
you might be able to zone-skip (or country-skip) and reduce cost.
Demo
1. Select Dashboard > QAD Standard > Transportation Management > Shipment
Volume Summary
2. In Top 10 Countries by Shipment Volume, click US
Key Points
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Shipping volume analysis
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High impact graphics
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Bar charts
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Pie charts
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Summary with drill-down
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Charts or reports
Reports
The lowest level of drill down from a dashboard will typically be a detailed report. You
can also access reports directly from the Reports menu. Here is an example of a
commonly used report, a breakdown of shipping volumes by weight by carrier. The UPS
Shipment Volumes by Weight Category report shown here resembles the output of a
UPS rate sheet, useful for renegotiation of carrier rates. QAD Business Intelligence
includes a variety of pre-defined reports. You can use the Report Designer to modify
any of these reports or add others specific to your operations.
Demo
1. Select Report > QAD Standard > Transportation Management > Shipments
2. Click Package Volume by Service, Zone for Year, Carrier
3. Enter Dispatch Year 2012, Global Carrier Name FEDEX
4. Click Run
Key Points
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Various pre-defined reports; Can add/change reports using Report Designer
Closing
In closing, Business Intelligence Metrics for QAD Transportation Management help you
monitor performance and provide you the analytical information you need to make
targeted changes to increase Customer Service and Supply Chain Effectiveness –
improving internal shipping operations, adjusting carrier and route selections, and renegotiating rates.
QAD: Enabling the Effective Enterprise!
Transportation Management - Metrics
Closing
• Delivery In Full On Time (DIFOT)
• Transportation Efficiency
Key Points
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Enabling the Effective Enterprise!
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Delivery In Full On Time (DIFOT)
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Transportation Efficiency
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Customer Service
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Supply Chain Effectiveness