Sage X3 A world without limits

Transcription

1 Sage X3 Roadmap Darell Vandover, Product Evangelist NA; Xavier Basto, Product Evangelist LATAM; Fabrice Alonso, Product Evangelist UKI; Dijana Kolar-Peric, Product Evangelist DACH & Poland; Deon van Graan, Product Evangelist SA 20 December 2017

2 Sage X3 A world without limits Sage X3 adapts to rapid changes in business allowing customers to gain agility, be more competitive and embrace the art of the possible. With Sage X3, we believe that we deliver the most versatile, simple and flexible business management platform for companies to grow and compete on a global scale. Current Sage X3 V11 Next version Sage X3 V12 (Launch October 2018) Standard Integrated Functionality Numbers Management: Budget and Accounting, Fixed assets, reporting Supply chain management: Purchasing, Inventory, Sales, Customer service Production Management: BOM planning, Shop floor control, Quality control, Project management, Production Scheduling 6,000+ Customers 615,000 + ERP users 28 countries Key industries (35%), (26%) and Services (24%)

3 Recent deliverables Previous Releases Pendo Integration Portugal, Germany & France compliance updates Ability to record currency rates at transaction level Global tree view of projects Point in time stock valuation reporting Cloud enablement, regional extension, global product enhancements 2017 December Portugal, Germany & France compliance updates First Date Material Availability (FDMA) Performance Improvements in purchasing Enhancements in Production Scheduler Multi Project consolidation & Task Planning for PJM Cloud enablement, global product enhancements, user experience

4 12 Month Product Roadmap Sage X3 Q4 17 Q1 18 Q2 18 Q3 18 Major releases Monthly Cloud Updates X3 People Cloud Launch PT Public Cloud Launch Monthly Cloud Updates SDMA Cloud Launch Salesforce Connector (Portugal) Monthly Cloud Updates Monthly Cloud Updates Cloud/ Continued UI Enhancement Pendo Integration Integration Improvements New ISV s available in the Cloud GDPR Continued UI Enhancements Salesforce Enhancements Responsive Design New ISV s in the Cloud Processing Speed Improvements for Large Transaction Bases (Slice 1) s Legislative Enhancements Sage Intelligence Enhancements IFRS 16 (light feature) Legislative Enhancements Legislative Enhancements A/R Bad Debt Write-Offs Legislative Enhancements Project: Tree View of projects Link between Work Orders in PS Versioning Revision Process Project: Time Sheet Integration MPM to PJM Migration Tooling Project: Snapshot Non-Conformance Weighing Scale Improvements Project: Revenue Recognition Project: Resources Scheduling New KPIs Production Scheduler Machine Set-up Matrix Costing: Point In Time valuation Product Site Valuation History First Date Material Availability Stock costing improvements E- Invoices Processing Improvements (France) ADC improvements (Slice 1) License Plate Management New Tax Structure (Slice 1) Available To Promise Costing Enhancements X3 People Multi-legislation, Currency, Frequency Payroll Leave Engine and Self Service UK Launch Legislative Enhancements GDPR Net Enterprise Link Auto Enrolment Enhancements Sage People API Additional Self Service Applications

5 Upgrades to January 2018 Jan 13 th EU Region Jan 20 th NA Region 2016 Sage Software, Inc. All rights reserved

6 SDMA version 7.5 On-Premises Recalculation FDMA Prod. Scheduler Stock Valuation Report Easy and safe SSO authentication within external solutions on the Cloud. Additional authentication method to allow seamless integration of external hosted solution on the Cloud.

7 SDMA version 7.5 On-Premises Recalculation FDMA Prod. Scheduler Stock Valuation Report Salesforce connector available in Portugal speaking markets. Translation requirements for the Salesforce Connecter have been implemented.

8 SDMA Version 7.5 for On-Premises SDMA Version 7.5 On-Premises Recalculation FDMA Prod. Scheduler Stock Valuation Report Customers benefitting from latest features. Completed testing of SDMA 7.5 for onpremises.

9 Integration SDMA Version 7.5 On-Premises Recalculation FDMA Prod. Scheduler Stock Valuation Report With Employees and Accountants benefit from time saving, a simplified and fast travel booking and reduced costs. Customer can use in Sage X3 Public Cloud to automate their expenses.

10 Local Improvements SDMA Version 7.5 On-Premises Recalculation FDMA Prod. Scheduler Stock Valuation Report Maintain global Sage X3 legislations to address all major legislative requirements and ensure compliance. UK: Payment Practices compliance reporting - New reporting to communicate to Authorities CH: VAT changes / 2018 DE: New German VAT forms / 2018 PL: Cash register add-on in the Core SA: W&T depreciation mode FR: FA - Macron Law n Article 99

11 Fixed Assets & Expense Capitalization SDMA Version 7.5 On-Premises Recalculation FDMA Prod. Scheduler Stock Valuation Report Improves the performance of the financial processes. Ability to trigger automatic journal entries when transferring assets from/to sites. Performance on expense capitalization from asset.

12 SDMA Version 7.5 On-Premises FDMA Recalculation Prod. Scheduler Stock Valuation Report FDMA Recalculation for Production Scheduler on-premises from V only Ability to process the optimization based on updated information of the material availability. Possibility to refresh frequently and regularly the FDMA calculation also for Work Orders already transferred to Production Scheduler, so the updated information of the material availability can be taken into account by Production Scheduler in the next optimization.

13 Task dependency for PJM SDMA Version 7.5 On-Premises FDMA Recalculation Prod. Scheduler Stock Valuation Report Facilitate and prepare the Planning Project tool. Linking tasks allows the creation of date constraints in the task planning and the definition of a task network. Linking operations allows the creation of date constraints in the planning of a task and the definition of an operation network

14 Non-billable deliverables for PJM SDMA Version 7.5 On-Premises FDMA Recalculation Prod. Scheduler Stock Valuation Report Increase Project Module efficiency and accurancy. Management of non-billable deliveries for project management and for others kind of transfers. Management of non-billable returns from direct deliveries without sales orders.

15 Stock Valuation Report Performance SDMA Version 7.5 On-Premises FDMA Recalculation Prod. Scheduler Stock Valuation Report Performance Increase efficiency and performance. Performance is improved, when using the Accounting date option on the Stock valuation report.

16 Local Improvements SDMA Version 7.5 On-Premises FDMA Recalculation Prod. Scheduler Stock Valuation Report Performance Maintain global countries to address all major legislative requirements and ensure compliance. Africa & Middle East: Generation of tax records for other African countries Ghana Annual Reports and SSNIT Reports Europe: France DSN and N4DS support for employee reporting and salary information

17 Future outlook Evolution Packaged Vertical Solutions User Experience Public Cloud & Technology Business Process Improvements Retail Vertical Construction Vertical Automotive Vertical Partner Market Place Industry 4.0 Machine Learning Self-service Bot Technology Collaboration Tooling New Partner Legislations New Fiscal Engine Customizations Isolation Layering Depth of functionality Close feature gaps Reimagined reporting options

18 Thank you Sage Product Management 2017, The Sage Group plc or its licensors. Sage, Sage logos, Sage product and service names mentioned herein are the trademarks of The Sage Group plc or its licensors. All other trademarks are the property of their respective owners.