Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.
Category: QAD Business Process
Upgrade or Maintain? Evaluating the Real Risk of Aging ERP Systems
Posted on: March 4, 2026 | By: Blake Moore | QAD Business Process, QAD Financials|QAD Business Process, QAD Manufacturing
As ERP systems age, organizations inevitably face a critical decision: upgrade to a modern platform or continue paying maintenance on an outdated, unsupported system. While extending maintenance may feel like the lower-risk option, the long-term financial and operational implications often tell a different story. Start with Risk Assessment If your ERP is no longer supported by the publisher, you are assuming full responsibility for security patches, compliance updates, and regulatory...
The First 90 Days After Go-Live: Stabilizing Operations in QAD
Posted on: February 17, 2026 | By: Blake Moore | QAD Business Process, QAD Distribution, QAD Financials|QAD Business Process, QAD Manufacturing
When in the home stretch of an implementation, the go-live can seem like the finish line, when it is really the starting gun. More often than not, the first 90 days after go-live determine whether the organization locks in value or slips into prolonged disruption. As leaders, our mandates are clear. We need to stabilize operations fast, protect customer service, and establish disciplined habits that turn our QAD system into...
Strengthening Journal Entry Controls in QAD
Posted on: February 10, 2026 | By: Blake Moore | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing
Strengthening Journal Entry Controls in QAD: How Sarbanes-Oxley Shaped Today’s Approval Workflows When the Sarbanes-Oxley Act (SOX) was enacted in 2002, finance organizations across the U.S. were pushed into a new era of internal control scrutiny. Designed to restore trust after high-profile corporate accounting scandals, SOX introduced sweeping requirements for financial transparency, accountability, and auditability. For CFOs, Controllers, and accounting teams, this translated into stronger controls around the creation, approval,...
How to Successfully Present QAD Reports to Management
Posted on: January 14, 2026 | By: Blake Moore | QAD Business Process, QAD Financials|QAD Business Process
QAD provides a wealth of operational and financial data, but even the most accurate reports can fall flat if they aren’t presented in a way leadership can quickly understand. Successful reporting to management isn’t about showing everything QAD can do; it’s about highlighting what matters most and connecting data to decisions. When reporting to management ensure you know what data and trends they are needed to be seen or reviewed....
The Future of EDI Integrations with QAD O3: A Seamless, Intelligent Supply Chain
Posted on: June 2, 2025 | By: Alexa Leitner | ERP Selection, QAD Business Process, EDI
In an increasingly digital world, Electronic Data Interchange (EDI) remains the backbone of B2B communication, especially in manufacturing, supply chain, and logistics. With the emergence of QAD O3, the next-generation cloud ERP from QAD Inc., the future of EDI integrations is undergoing a significant transformation. QAD O3 not only streamlines core ERP functionalities, but also opens new possibilities for smarter, faster, and more scalable EDI implementations. EDI’s Enduring Value in...
How EDI Can Improve EBITDA and Business Performance
Posted on: November 20, 2025 | By: Alexa Leitner | EDI, QAD Business Process
In today’s competitive market, organizations are constantly searching for ways to strengthen profitability while maintaining efficiency. One often-overlooked driver of financial performance is the impact of Electronic Data Interchange (EDI) on EBITDA. While EBITDA is a standard measure of a company’s operational performance, EDI is a tool that directly influences cost control, revenue recognition, and scalability—all of which flow into EBITDA. Understanding EBITDA and EDI EBITDA is a financial metric...
EDI Solution Options When Leveraging SaaS Providers: Pros and Cons
Posted on: March 12, 2025 | By: Alexa Leitner | QAD Business Process, EDI
In today’s digital landscape, businesses are increasingly turning to SaaS (Software-as-a-Service) providers to streamline operations, improve efficiency, and enhance collaboration with partners. One critical component of modern business communication is Electronic Data Interchange (EDI), which facilitates the electronic exchange of documents such as invoices, purchase orders, and shipping notices. When leveraging SaaS providers for EDI, businesses have several options to consider, each with its own set of advantages and challenges. ...
EDI & AI – The Future of EDI
Posted on: April 15, 2025 | By: Alexa Leitner | EDI, QAD Business Process
Electronic Data Interchange (EDI) has long been the backbone of B2B transactions, streamlining the exchange of documents such as invoices, purchase orders, and shipping notices. However, with the rise of artificial intelligence (AI), the traditional EDI landscape is evolving rapidly. AI-driven automation is poised to enhance efficiency, accuracy, and decision-making in EDI systems. While this integration offers significant benefits, it also introduces new challenges. In this blog, we explore the...
Business Processes to Consider Reviewing in Q1
Posted on: January 14, 2026 | By: Blake Moore | QAD Business Process, QAD Financials|QAD Business Process
The beginning of a new year is often a natural moment to pause and reflect on how well QAD is supporting day-to-day operations. Q1, in particular, sits at a useful intersection, after year-end close and before many organizations enter peak operational periods, making it a practical time to review key processes and identify potential areas for improvement. Rather than a full system overhaul, focusing on a few high-impact areas can...
QAD Kanban: Beyond Implementation
Posted on: January 13, 2026 | By: Blake Moore | QAD Practice News, QAD Manufacturing, QAD Business Process, QAD Financials|QAD Business Process
Implementation Is Only the Beginning Many manufacturers view Kanban implementation in QAD ERP as a finish line, once cards are created, controls are set up, and signals are flowing, the job feels “done.” In reality, implementation is just the starting point. The real value of QAD Kanban is unlocked after go-live, when organizations actively manage, refine, and align Kanban with daily operations and business goals. Without ongoing attention, Kanban processes can quietly...












