Sage Inspire Tour Sage 300 ERP: The Road Ahead

Transcription

1 Sage Inspire Tour Sage 300 ERP: The Road Ahead

2 Our Vision: To be recognized as the most valuable supporter of small and medium sized companies by creating greater freedom for them to succeed

3 Sage Product Portfolio Sage One Platform Start up and Small Business (0 to 20 employees) Hybrid Cloud Platform Small to Medium-Size Business (10 to 200 employees) Sage ERP X3 Platform Mid-Market (100 to 500 employees) Web Client Windows Client User Portal and Visual Processes Office Integration Administration Tools Workflow Engine Reports Import/Export Batch BI Engine Multi-OS Engine (Windows, Linux, Unix) Meta Data 4GL IDE Web Application Server LDAP Authentication Sage Application Framework for the Enterprise SAFE X3 DB Requester (Oracle/MS SQL) Mobility and Connected Services Sage Mobile Sales Sage Mobile Service Sage Billing and Payment Sage Virtual Terminal Sage Construction Anywhere Sage CRM Sage Fixed Assets

4 User Experience Integration Mobility Areas of Investment Cloud

5 User Experience Sage Advisor

6 What does Hybrid mean to us? - ultimate customer choice and flexibility Third-Party Cloud Web Services/API (Sdata) Enabled by On-premises 6

7 Sage Approach to Mobility We Avoided Having Each Team Build Their Own Apps Instead We Built Common Apps Available to All Customers Sage 100 ERP Sage 500 ERP Sage 300 ERP Sage 100 Construction Sage 50 Canada Sage 300 CRE Sage 50 US Sage ERP X3 7

8 Freedom of choice Multi-platform and Multi-device support

9 FY14 Initiatives Our Cloud ERP Investments SMB Customers Mid Market Customers Sage 300 Online Sage ERP X3 (SKY project) 9

10 Some interesting stats 2,000 7x 28% +33% 70% Customers running 2012 Increase in customers migrating from PFW and Pro Increase in NPS from version 2012 over version 6.0 NPS of Visual Process Flows Customers on 2012 NOT aware of VPFs

11 Sage 300 ERP Roadmap Product Updates Sage 300 Online 2014 Release User Experience Enhancements Improved integrations 2015 Release Sage Inventory Advisor Sage Mobile Sales Sage Mobile Service Sage Billing & Payment Product Updates Enhancements based on user feedback

12 Sage 300 ERP 2012 Product Update 1

13 Payroll enhancements Enhanced Federal & state E- Filing by Aatrix Child support payments electronically New Reports Enhanced Worker compensation capability Assign GL accounts And much more

14 Online Payroll powered by Sage Source Included with new Payroll Employee self-service web portal to access Pay history Company announcements

15 Sage Intelligence Enhancements New Designer Add-In Much easier to use Better performance in-memory processing Able to show multioffices/departments and multi-budgets

16 Color coded companies Users will be able to distinguish between open companies by assigning a different color code.

17 Single Inventory Item look up Allows users click to look up inventory items in Sage CRM, and then create a new quote or order for an item

18 Sage 300 ERP 2012 Product Update 2 Now available

19 Sage 300 ERP 2012 Product Update 2 Excel 2013 compatibility Sage CRM 7.2 integration Latest fixes

20 Sage 300 ERP 2014 Q4 Release

21 Improving the User Experience User Interface refresh Enhanced data entry screens Required fields indicator User License Management Visual Process Flows

22 Refreshed desktop Modern navigation tree New ribbon Modern icons

23 Refreshed data entry screens Overall screen size 30% larger Modern coloring and new icons Improved spacing and alignment

24 Required Fields Indicator

25 User License Management Utility

26 Visual Process Flows

27 Link to third Party Applications & MACROS

28 Enhancements GL Transaction Listing Allow duplicate serial numbers Default Bill of Materials Display Original PO user

29 GL Transactions Listing Report Filter by Range of Fiscal Years

30 Allow Duplicate Serial Numbers

31 Default Bill of Materials

32 Display Original PO User

33 Sage mobile and connected services

34 Sage Mobile Services Sage Inventory Advisor Sage Mobile Sales Sage Billing & Payments Sage Mobile & Connected Services

35 Sage Mobile Sales Increase Revenue per Salesperson Upsell, Cross-Sell and Repeat Sales Sales Manager Discount Approvals, KPIs and Trend Data for Team and Individual Reps Take immediate payment on the spot

36 Sage Mobile Service Increase Field Service Revenue Take payments directly from the mobile device Wow your customers with real-time and historical information while on-site Optimize schedules by time and map location Invoice work orders as they are completed in the field View KPI s from the web portal

37 Sage Billing and Payments Electronic Invoice via with Click to Pay Option Customer Billing Communication History Automate Receipt s and Resending of Invoices Improve customer communications and time to receive payment via electronic billing Provides Customer billing communications management, and tracking which combine to reduce delinquent accounts for customers.

38 Sage Inventory Advisor

39 Sage 300 Online Sage Intelligence

40 Criteria Importance to Small Biz customer Sage 300 Hosted Competitor Sage 300 Online Integrated Analytics and Dashboards Easy to use BI with dashboards; support for budgeting & planning Very High One Application to manage your Service Business ERP + CRM +key Service Segment ISVs/applications Very High Automatic version upgrades Very High Outstanding Availability via Cloud platform 24/7 access with +99.5% system availability commitment Very High Value to Their External Accountants External accountants can easily access their information High/Very High Self-service portal Customers can add/remove users/services, find help/support, etc. High Best for companies with less than 100 employees Customers in average will subscribe 4-5 users High Mobile services via phone and tablet Customers can easily add new Connected Services and Apps High Disaster Recovery Plan (DRP) Service available within 24 hours with 2-4 hours of data loss (TBC) High Global solution (includes datacenters outside the US) Customers can subscribe regionally and access anywhere, anytime Low Microsoft Office 365 (Web) integration to Cloud ERP Customers get full cloud solution from Sage Low Functionality Multi-company, multi-currency an multi-lingualcapabilities Low

41 Target Market Portfolio Sage ERP X3 Sage 300 ERP Sage One Sage 50 Global Companies Enterprise Market Upper Mid Market (999 to 2000 employees) Mid Market (100 to 499 employees) SMB Market (21 to 100 employees) Start Up and Small Business (1 to 20 employees) TCO gap

42 Target Market Opportunity Migrations Pro/PFW BW/BV DacEasy Upgraders Sage 50 Quickbooks Sage 300 Online Off-Plan Customers

43 Sage 300 Online is Sage s hybrid cloud solution for services SMBs on Windows Azure that enables them to Connect anywhere/anytime to their business using a cloud service Operate in a single, integrated system No hardware to procure No large, up-front license fees No complex system set-up and always up to date

44 Sage Intelligence 7.4 Easier Navigation Improved Productivity Easy to Learn

45 New Layout Generator UI Simplified Clear Improved Experience

46 Sage Intelligence Reporting Bundle Includes: Profitability Dashboard Unlimited licenses for Report Manager, Designer, Viewers, and Connectors

47 Plan for the future.

48 Sage 300 ERP 2015 and beyond Under Consideration: Attached Documents stored in the cloud Role Based Visual Process Flows Auto Complete Bank Enhancements Project Accounting connected service E AR\OE transactions using ship to address Delete user authorization when deleting a user Recurring AR Payments (Credit card) EFT Receivables via Sage Exchange Ability to offset debtors & creditors (contra entry) Enhanced report security

49 Resources All details about the 2012 release and product update Sage City Support Community Sage Mobile Apps Sage ERP Intelligence Reporting Sage University

50 Thank you Questions?

51 Contact Us Presenter Contact Information: Donal de Paor, Senior Product Manager Twitter hashtag #donaldepaor Thank you for your participation.