Top Ten Reasons to Migrate from Sage BusinessVision to a New Sage ERP solution

Transcription

1 Top Ten Reasons to Migrate from Sage BusinessVision to a New Sage ERP solution 1. Apply proven best practices. Leveraging the experience of our 75,000 North American ERP customers, Sage ERP solutions are preconfigured with best in class workflows and reporting templates straight out of the box that can be customized to meet your specific business needs. 2. Support current and future business growth. Sage ERP solutions offer extended flexibility and scale to handle increasing numbers of transactions, users, and locations and provide the ability to support multiple languages, multiple currencies, and intercompany transactions. 3. Easy to use. Sage ERP solutions are role based and offer on screen guidance and one click access to any functions in the system. Customizable Visual Process Flows provide a graphical representation of even the most sophisticated workflows, providing a clear view of what needs to be accomplished. 4. In depth functionality. Rich, in depth core financial functionality and complementary features such as credit card processing are already built in. Sage offers solutions designed specifically for companies operating in distribution, manufacturing, and services to provide industry specific functionality. 5. Eliminate data silos. Sage ERP solutions connect to CRM, Payroll, HR, Intelligence Reporting, payment services, budgeting and planning and more, making the cross functional integration of your ERP system a reality. 6. Connect to cloud services. Sage Cloud Services extend your ERP solution to integrate seamlessly with hosted third party applications including freight and shipping, sales tax calculations for US, mobile apps, account monitoring and alerts, and payment processing. Plan your Upgrade Today! Sage is making it easy and affordable to move to a modern ERP 7. Extend through our large ecosystem of third party solution providers. Easily integrate information and automate business processes with extended solutions including EDI, e commerce, bar codes, Point of Sale (POS), and complete suites for discrete and process manufacturing. 8. Mobile access. Mobile CRM puts the right customer information into the hands of your sales / business development team at the right time to help increase customer service and drive sales. And with mobile payments, you can collect money due anytime, anywhere with a smart phone or tablet. 9. Flexible deployment options. Sage ERP solutions are built using industry standard technology, and deployment options include on line, on premise or in a private hosted environment. 10. Flexible pricing options. Choose the deployment option best suited for your organization, Sage offers a 3 year migration discount 60%, 70% or 80% plus additional 25% discount off Sage 300 Online during years 4 5, at a monthly subscription, at about the same price you re paying right now. Plus, for current Sage BusinessVision customers, Sage is waiving activation fees to get started, giving you a Sage Business Care Gold plan on both products and making it possible for you to continue using Sage BusinessVision as you acclimate and migrate to Sage ERP solution. If you have let your Sage Business Care lapse, you can take advantage of Sage s offer. For a minor Activation fee, Sage will reinstate your Sage Business Care making this offer available for you.

2 Sage Pricing and Deployment Options Let us help you with configuring the best and most economical options On Premise Perpetual licenses (purchase): Simplified pricing option, bundled simplified per user pricing, in two options Financial or Distribution. On Premise Subscription base pricing: Same bundled per user pricing, in two options Financial or Distribution. No lengthy minimum term. Online: Cloud based subscription service, there is no costly hardware to buy and maintain. You simply pay a reasonable setup fee and a low monthly subscription. Available in two options Financial or Distribution. Compared to on premise, certain limitations may exist. Deployment options On Premise: On your in house server, which you own or lease. Your Private Cloud (IaaS): Your virtual space, same as on premise, infrastructure as a service is outsourced to provide what you need on a monthly rental fee from an IaaS provider. Online (Cloud): Sage hosted server (virtualized with multiple tenants on the same sever) with security access to only your application. Availability Perpetual Licenses Subscription Base Online Sage 300 ERP Sage 300 ERP (third party ISV Add on s) Limits exist Limits exist Sage CRM Sage Intelligence Sage Connected - Mobile - Inventory Advisor Sage HRMS Third party hosting Sage Budget & Planning Integration available with - On Premise Perpetual licenses (purchase), when deployed on premise or Your Private Cloud - On Premise Subscription base pricing, when deployed on premise or Your Private Cloud NO integration between software with online deployment; each software is on a different server Can pricing options and deployment options be mixed? YES only between products. Pricing options products of the same solution must be consistent (all perpetual or all subscription base). Pricing permits products of different solutions to be mixed. Example: On Premise Perpetual licenses (purchase) Sage 300 ERP and On Premise Subscription base pricing for Sage CRM. Same could be with on premise Sage 300 ERP and Online Sage CRM DB Group Consulting Inc Office Locations Dieppe NB HRM NS TF salesdbg@dbgroupinc.ca

3 Frequently asked questions about the future of Sage BusinessWorks Accounting and Sage BusinessVision Accounting At Sage Summit 2012, Sage announced in the keynote speech that some of our more mature products are slated for reduced investment. These products include Sage BusinessWorks Accounting and Sage BusinessVision Accounting. This document answers some of the questions that we have heard from our customers and partners over the past few months. What does reduced investment mean? We will continue to invest in and support Sage BusinessWorks and Sage BusinessVision for the near future. Both products had a full release in calendar year 2013, which will be followed by product and tax updates throughout the year. However, as we realign our internal resources, future investment and development in Sage 50 Accounting, Sage 100 ERP, Sage 300 ERP, and Sage ERP X3 may outpace the investments that will be made into Sage BusinessWorks and Sage BusinessVision. Why are Sage BusinessWorks and Sage BusinessVision slated for reduced investment? Our customers are increasingly asking for new technologies to help them accelerate their business growth. In response, Sage is making investments in products such as mobile and the data cloud. The technology in Sage 50 Accounting, Sage 100 ERP, Sage 300 ERP, and Sage ERP X3 is better suited to support these services than the technology in some of our other products. What is the difference between sunset and end-of-life? For end-of-life (EOL) products, such as Sage Pro ERP and Sage PFW ERP, a retirement date has been announced, and support and updates will end at a certain (known) date. New license sales have ceased; renewals are only available up to the retirement date. For sunset products, the retirement decision has not been made, and the products remain active in support and development. In most cases, we still sell new licenses for the product, and we maintain an active maintenance and support program. It is business as usual, but with reduced future investment in the support and development of these products. 1

4 What Sage Business Care deliverables can I expect? Sage will continue to provide product and tax updates for Sage BusinessWorks and Sage BusinessVision, but we will move from annual release cycles to a more agile approach where we release product updates and enhancements throughout the year. The advantage for our customers is that they no longer have to wait for annual releases to receive all product and tax updates; these updates will be delivered as soon as they are ready. How long are you going to offer support for Sage BusinessWorks and Sage BusinessVision? At this time, we are not ending the product life of Sage BusinessWorks or Sage BusinessVision. Therefore any discussions about end of support are premature. However, our customers and partners can be assured that Sage will give ample notice if retirement for any products is to be announced, to facilitate a smooth transition to one of the more modern Sage accounting or ERP solutions. Should I stay active on my Sage Business Care plan? Sage BusinessWorks and Sage BusinessVision are viable products that will serve our customers for many years to come. Staying active on your Sage Business plan provides a variety of benefits: Insurance against critical failures Tax updates Cost savings through the SIPP trade-in program Credit toward Sage Business Care plans on destination product Dual support while implementing the new Sage ERP Staying on plan will ensure the stability of your Sage BusinessWorks and Sage BusinessVision system, as you always have the latest updates and fixes. On-plan customers using payroll will continue to receive tax updates. On-plan customers are eligible for the migration offers provided through the SIPP, which can save them thousands of dollars on Sage solutions and third party products. For on-plan customers trading in their licenses, the monetary value of the remaining Sage BusinessWorks or Sage BusinessVision business care contract will be credited towards the cost of the destination product s Sage Business Care contract. On-plan customers trading in their licenses will receive continued support on Sage BusinessWorks or Sage BusinessVision for another six months at no additional cost. This means the customer has dual support for six months, making the transition even smoother. 2

5 What happens when Sage BusinessWorks or Sage BusinessVision no longer meets the needs of my business? For customers and partners not familiar with Sage accounting and ERP solutions, we recommend attending one of our bi-weekly Meet the family of Sage ERP solutions webinars, which provide an overview of our ERP and accounting solutions. Register here Also, please reach out to your account manager, who is able to assist you in finding a solution that will better meet your needs. What do I need to do right now? Sage is fully committed to support Sage BusinessWorks and Sage BusinessVision for the near future, and we will continue to provide our on-plan customers with product and tax updates. There is no need for customers to take any immediate action. However, the reduced investment in the sunset products will increasingly lead to significant functional advantages of our core products: Sage One, Sage 50 Accounting, Sage 100 ERP, Sage 300 ERP, and Sage ERP X3. Whom do I contact if I have more questions? In addition to talking to your business partner, you may also contact Sage directly at: 3

6 At Sage Summit 2012, Sage announced in the keynote speech that some of our more mature products are slated for reduced investment. Since 2012 Sage Pro Sage PFW End of Life Retired, March 31, 2014 End of Life Retired, March 31, 2014 Sage BusinessVision Sunset Sage BusinessWorks Sunset Sage 500 ERP (formerly MAS 500)??? 4

7 Sage 300 Online Grow with confidence. Work more efficiently. Make better decisions. Your business has successfully grown to the point where you need an ERP system to streamline your operations, provide critical business intelligence, and sustain future growth, but you re hesitant to make a commitment of that magnitude because of the financial cost coupled with the anxiety of locking yourself into a system that might not be able to meet your future needs. The power of an on-premises ERP delivered conveniently. Sage 300 Online is the answer to your concerns. We designed it to be a next-level solution for QuickBooks and Sage 50 users who have simply outgrown their current business management system and who need something more robust to keep their business running smoothly and profitably. 79% of SMBs still rely on manual Excel file uploads or custom code for integration, instead of using modern integration solutions or preintegrated solutions. 1 Since Sage 300 Online is a cloud-based subscription service, there is no costly hardware to buy and maintain. You simply pay a reasonable setup fee and a low monthly subscription to access the powerful features and capabilities of a best-in-class ERP solution. With Sage 300 Online, you can access financial and operational data anytime, anywhere from any Internet-connected computer. With intuitive dashboards, predictive analytics, and automatic reporting, you ll be able to bring order to spreadsheet chaos and make better and faster decisions. Benefits No large up-front license fees No expensive hardware to buy or maintain Implementation takes hours or days instead of weeks or months Automatic software updates it s always current and compliant Minimal IT support needed Data secure and accessible 24/7 Built-in redundancy and disaster recovery for peace of mind The flexibility to grow As your business grows, Sage 300 Online gives you the flexibility to adapt and add users and specialized features almost immediately. It comes with a full complement of premium modules and you can add specialized modules to meet your business needs making it even more powerful. 1 Routes to the SMB Market: Cloud Is the New Normal, SMB Group, February 2014

8 Sage 300 Online Features and options Integrated analytics and dashboards Access easy-to-use business intelligence with dashboards and KPIs. Automatic version upgrades No more worrying about budgeting for an upgrade, Sage keeps your software always up to date and compliant. Reliable availability via cloud platform Depend on 24/7 access with a 99.5% system availability commitment. Self-service portal Customers can easily find help and support information. Disaster recovery plan Service will be available again within 24 hours. Microsoft Office integration Customers get Microsoft Excel and Word for all Sage 300 Online users. Expand beyond your borders Leverage multicurrency and multilanguage capabilities. Value to external accountants External accountants can easily and securely access the information they need to advise you. Included in Sage 300 Online: Accounting and financial management Accounts Payable, Accounts Receivable, General Ledger, Multi-Currency, and National Account Manager Sales and operations Order Entry, Purchase Order, Project Job Cost Inventory Control, and Serialized/Lot Tracking Reporting and business intelligence Sage Intelligence Reporting. Customers get Sage Intelligence for all Sage 300 Online users. Additional add-on features and functionality are also available. PrintBoss enables secure and efficient printing of checks and accounting forms. Orchid simplifies interentity and EFT processing, automates and simplifies the management of product returns and repair tracking. Pacific Technology provides workflow to drive the purchasing process, and provides transparency of cash flow, budgetary restrictions, risks and opportunities. You own your data, and can take it and a database copy at any time without incurring cost or inconvenience Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners.

9 Sage 300 Online (named user) Premium Edition - Modules Included System Manager General Ledger Sage Intelligence Report Designer Accounts Receivable Accounts Payable Multicurrency National Account Manager Purchase Order Inventory Control Serial Inventory/ Lot Control Order Entry Project and Job Costing Visual Process Flow, Productivity Workflows KPI, Business Intelligence Microsoft Excel Microsoft Word Optional Payroll Canadian or United States PrintBoss Electronic Funds Transfer Purchase Workflow Return Material Authorization Funds Availability Distribution Most Frequently Added Enhancements Electronic Funds Transfer Accounts Receivable and Accounts Payable Electronic Funds Transfer (EFT) streamlines payment and collection processes and tightens control over bank transfers. EFT Processing transfers Sage 300 ERP receipts and payments through to the electronic funds transfer functionality of your banking software. PrintBoss Enterprise Use only one check stock for all checks, Use standard keystrokes from your accounting package, Print your logo on any check, Specify the print order of check copies. Purchase Workflow, Procurement Enhancement Purchasing Workflow provides a sophisticated workflow engine with configurable rules, routing and approval functions. An easy-to-use requisition interface creates documents that are controlled through the workflow process. Purchasing Workflow enables organisations to tightly control & manage their procurement system. DB Group Consulting Inc Office Locations: Dieppe NB HRM NS TF salesdbg@dbgroupinc.ca

10 Sage 300 Online (named user) Single Company Example Monthly Yearly Owner $69 x 1 = $69 $ 828 CFO / Controller / Accountant $69 x 1 = $69 $ 828 Admin and Operations $69 x 6 = $414 $ 4,968 $ 6,624 Multi Company Example (two 2 companies) Monthly Yearly Owner $69 x 2 = $138 $ 1,656 CFO / Controller / Accountant $69 x 2 = $ 138 $ 1,656 Company 1 Admin and Operations $69 x 5 = $345 $ 4,140 Company 2 Admin and Operations $69 x 6 = $414 $ 4,968 $ 12,420 Sage 300 ERP $ per concurrent user No matter the number of companies!

11 Sage Subscription Licensing Flexibility for an ever-changing business climate Sage understands that your business needs are constantly changing and so must your management system. Supporting the growth of your business in the right areas while reducing capital expenses and optimizing your cash flow are critical. That s why we re introducing subscription licensing for our Sage ERP Solutions. Sage subscription licensing allows you to take advantage of the rich functionality and flexibility of on-premises solutions, with an affordable monthly payment option that adapts to your usage of the solution as your business evolves. With this low monthly payment option, you get: Complete peace of mind with an all-inclusive offering for financial, distribution, and/or manufacturing management. Access to extended functionality when you need it, for a small additional fee per month. Simplicity and control over payments. Ability to adapt the investment based on needs and use of the solution (adding/removing users or options) All Inclusive Extended Functionality Flexible Terms Includes ERP, financial, and operational reporting Full user access to all premium functionality in the product bundles Unlimited support with Sage Business Care Gold plan Access to Sage support, knowledgebase, and Sage University Anytime learning All product updates and upgrades 20% discount on real-time training and $200 discount on Sage Summit registration Additional software or options outside the product bundle available for a small additional fee per month Sage CRM for $35/month per named user Payroll for $50/month Additional modules and Endorsed Partner solutions coming soon No lengthy minimum term Ability to adjust user counts up/down Volume discounts/tiers based on user counts The right price for your business Sage subscription licensing allows you to manage your cash more efficiently and effectively. By spreading the costs of your software contract over monthly payments, you are able to reduce the financial burden of a large up-front investment each year. Plus, you have the ability to adjust costs to the actual usage of your solution and adapt to new business needs by adding or removing users and/or functionality. This provides ongoing peace of mind that you will continue to receive the support and software upgrades that keep your system running at optimal levels.

12 Functionality to fit your business Sage subscription licensing offers you the functionality you will need for your business and access to the wealth of Sage solutions and add-ons to extend and adapt your system when needed. Make Your Business Life Easier! Choice Access to additional Sage solutions or modules at a minimal investment and cost per user per month Choose the solutions and modules you need, not just the one you can afford! Flexibility Ability to adapt the investment based on needs and use of the solution (adding/removing users or options) Adapt your solution and cost to a fast-changing environment Control Predictable cost per month Increase control over your IT expenses and adjust payments Peace of Mind Get (back) full support and upgrades at a small cost per user Make the most of your Sage solution, always Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners RRD 04/12

13 DISTRIBUTION BUNDLE CONCURRENT USER BASE PRICING Premium Edition - Modules Included System Manager Bank Reconciliation Security General Ledger Account Code Change G/L Security Financial Report - FRX Accounts Receivable Customer Number Change AR Inquiry Accounts Payable Vendor Number Change Transaction Analysis and Optional Field Creator Multicurrency General Ledger Consolidation Intercompany Transactions National Account Manager Purchase Order Inventory Control Item Number Change Operational Inquiry Serial Inventory/ Lot Control (traceability) Order Entry Sales Analysis Payroll Canadian or United States efile, web ROE, confidential payroll option EFT Direct payroll Canadian or United States Project and Job Costing Time Card Users (unlimited) Visual Process Flow, Productivity Workflows Extended Enterprise Suite Included CRM, Customer Relationship Management KPI, Business Intelligence Sage Payments, Integrated Credit Card Processing Available End-to-End Integrated Expansion HRMS, Human Resources Management Solution Time and Attendance Mobile Sales and/or Mobile Service Billing and Payments Advance Budgeting and Planning Manufacturing Service Management / Equipment Maintenance Warehouse Management ecommerce, B2B, B2C, Sales Rep, Dealer portal DB Group Consulting Inc Office Locations: Dieppe NB HRM NS TF salesdbg@dbgroupinc.ca

14 Most Frequently Added Enhancements for Sage 300 ERP Sage development partners increases efficiency and profitability for Sage customers, with innovative solutions that bring major business benefits. Electronic Funds Transfer Accounts Receivable and Accounts Payable Electronic Funds Transfer (EFT) streamlines payment and collection processes and tightens control over bank transfers. EFT Processing transfers Sage 300 ERP receipts and payments through to the electronic funds transfer functionality of your banking software. PrintBoss Enterprise Use only one check stock for all checks, Use standard keystrokes from your accounting package, Print your logo on any check, Specify the print order of check copies, Print security verified signatures Generate Positive Pay files from a check run, ing options (paystubs, T4 s, AR statements, plus more). Purchase Workflow, Procurement Enhancement Purchasing Workflow provides a sophisticated workflow engine with configurable rules, routing and approval functions. An easy-to-use requisition interface creates documents that are controlled through the workflow process. Purchasing Workflow enables organisations to tightly control & manage their procurement system. Workflow Documents module, option Workflows & Notifications module, option Funds Availability, option Committed Accounting, option Web Requisitioning & Approvals, option Cloud Based Solution Fixed Asset Management Asset Management is a powerful and complete asset management solution with Sage 300 ERP. The core module, Asset Accounting, can be used to process the entire asset accounting transactions, including acquisition, depreciation, adjustment, disposal, merge and split. The higher functionality module, Asset Maintenance and Asset Leasing can be used to facilitate the asset maintenance and lease management. Info Explorer with right-back for budgeting and forecasting Info-Explorer from Orchid Systems is a powerful, intuitive analysis tool that allows you to explore your Sage 300 ERP data and other data, providing insight to help you increase the performance of your business. With data input too, you can budget and forecast in the same tool. Report Manager Report Manager provides a central point from which you can manage and run custom Crystal Reports from any Sage 300 ERP program. Do away with ugly and often difficult to use parameters and introduce professional looking user interfaces that can be customized to suit. DB Group Consulting Inc Office Locations: Dieppe NB HRM NS TF salesdbg@dbgroupinc.ca

15 Sage ERP Named vs Concurrent Named users (Sage 300 Online) vs Concurrent (Sage 300 ERP on-premise or hosted), what's the difference? Think of a named user license as "owned" by and used exclusively by the named user assigned to it. Even if that user is not logged in at the time, their assigned named license is not available to be used by others users. The up-side to this type of license is that the named user will always be able to log into the software regardless of how many other users may be logged in since their license is held in reserve just for them. A concurrent license or group of concurrent licenses is a pool of licenses that can be used by an unlimited number of users who are assigned to use the pool. When a user assigned to the concurrent license pool tries to log in, Sage ERP checks to see if there is a concurrent license available and if so, they successfully log in. If all of the concurrent licenses in the pool are in use by other logged in users, the user attempting to log in gets an error message stating that there are no concurrent licenses in the pool available at this time and to try again later. The up-side to concurrent licenses is that they are shared and therefore less costly to buy licenses for users who work on shifts or are just casual users who don t need to stay logged in for long periods of time or their need to log in is not time sensitive or urgent. The down-side is that a user who needs to log in may not be able to in the case where the number of concurrent licenses in the pool is equal to the number of users currently logged in. Another way to think of a named user license is like having a reserved parking space in the parking lot. The named user always has his designated space available whether their car is currently on the lot or not. The rest of the parking spots are like a concurrent user license where first come first served and if a shared spot is open when you arrive, you can park there and if no spaces are open, you get to drive around until someone leaves the lot. Version 2014, Sage 300 ERP users are able to see who is logged in, if they need to approach a user to exit DB Group Consulting Inc Office Locations: Dieppe NB HRM NS TF salesdbg@dbgroupinc.ca

16 Sage 300 Online Customer is Current on Sage Business Care Per Named User Paid Monthly 75% Incremental Increase Spread Over 5 Years 0.00 Grace Period Year 1 Year 2 Year 3 Year 4 Year 5 Year 6+ Based on Sage Business Care Anniversary Date Customer is NOT Current on Sage Business Care Per Named User Paid Monthly 75% Incremental Increase Spread Over 5 Years 0.00 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6+ With Reinstatment of Sage Business Care $ Activation Fee, Due First Month 12/08/2014

17 Sage 300 ERP Customer is Current on Sage Business Care Per Concurrent User Paid Monthly 75% Incremental Increase Spread Over 5 Years 0.00 Grace Period Year 1 Year 2 Year 3 Year 4 Year 5 Year 6+ Based on Sage Business Care Anniversary Date Customer is NOT Current on Sage Business Care Per Concurrent User Paid Monthly 75% Incremental Increase Spread Over 5 Years 0.00 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6+ With Reinstatment of Sage Business Care $ Activation Fee, Due First Month DRAFT, based on Sage 300 Online 12/08/2014

18 Comparison Matrix Categories M o d u l e s Features / Options Sage BusinessVision Sage 300 Online Sage 300 ERP On Premise System Manager Yes Yes Yes Bank Reconciliation Yes Yes Yes Multi company Extra $ Unlimited Multi Language Up to 5 Up to 5 General Ledger Yes Yes Yes Account Rollup Yes Number of Account Segments Number of Account Structures Unlimited Unlimited Number of Budgets 5 5 Number of Years of History Account Code Change Yes G/L Security Yes Financial Reporting FRx Yes Sage Intelligence Report Designer Yes Add on Accounts Receivable Yes Yes Yes Customer Number Change Yes AR Inquiry Yes Accounts Payable Yes Yes Yes Vendor Number Change Yes Transaction Analysis and Optional Field Creator Extra Limited Yes Multicurrency Extra Yes Yes General Ledger Consolidation Yes Intercompany Transactions Yes National Account Manager Yes Yes Inventory Control Yes Yes Yes Item Number Change Yes Operational Inquiry Yes Serialized Inventory & Lot Control Yes Yes Yes Purchase Orders Yes Yes Yes Order Entry Yes Yes Yes Sales Analysis Yes Point of Sale Yes Add on Project and Job Costing Yes Yes Yes Time Card Users (unlimited) Yes Payroll Yes TBD Yes Confidential Payroll 2nd payroll TBD Yes efile Yes TBD Yes Web ROE Yes TBD Yes Payroll Tax Table Updates Yes TBD Yes Direct Deposit Payroll Yes TBD Yes Visual Process Flow Yes Yes Sage Customer Service Relationship (Sage CRM) Yes Sage Intelligence Reporting KPI's Yes Yes Viewer, 1st user free Limited to users Yes Sage Payments, Credit Card Processing Yes Microsoft Word / Excel to Online users Yes

19 Comparison Matrix Categories Features / Options Sage BusinessVision Sage 300 Online Sage 300 ERP On Premise Forms Custom Crystal Reporting forms Available Note 1 Available Productivity Support Databases Send as print destination Yes Limited Yes ODBC Connection Yes Yes Sage Business Care Support Plan Bronze, Silver, Gold Gold Silver, Gold New version updates/upgrades Yes Customer decides when & Business Partner helps Yes Yes Support Access Level Agreement offering Yes Yes Yes Free account for Business Partner or SAN members Yes Microsoft SQL Yes Yes Pervasive SQL Yes Yes Users User profile Concurrent Named Concurrent Pricing Options Subscription / Purchase Purchase Subscription Both Deployment Options Mobile Apps End to End On Premise Yes Yes Workstation Yes Yes Terminal Server/Citrix Server Anytime, Yes Yes Online (no server or hardware required) Yes Browser access Internet 9 or above Yes Datacenter NA Microsoft Azure (US West Coast) Yes Your Private Cloud (no server or hardware required) Yes Yes Sales Note 2 Yes Service Note 2 Yes Payment and Billing Note 2 Yes Migration tools from BusinessVision N/A Note 3 Yes Sage HRMS / Sage Time & Attendance integrated Yes Integrated Software Vendors, Third Party Add on's (over 300 partner solutions available) Short List Yes Customer or partner can install Yes Integrate existing legacy solutions, vertical needs Yes TBD To be determined, waiting on final announcement from Sage Note 1 Report can be modified locally on customer's or Sage Business Partner's workstation, then uploaded Note 2 Future Note 3 Needs to be modified locally on customer's or Sage Business Partner's workstation, then uploaded DB Group Consulting Inc Locations: Dieppe NB HRM NS For more information call salesdbg@dbgroupinc.ca 24 Nov 14

20 Sage BusinessVision Migration Path Discover Stage (no cost): 5D s, ❶ 1. Define 2. Discuss 3. Demonstrate 4. Delineate 5. Decide Orphan customers need to execute: Reseller of Record Change Request form ❷ Current install of Sage BusinessVision, address any needs or support issues Scope of Work, Requirements Analysis: Paid engagement with following deliverables ❸ Objectives, Constraints, Assumptions, Deliverables and Requirements for this project Definition of required reports Project Plan, based on timelines and milestones Education Plan, training and implementation Resource needs Fixed price to complete ❹ Execute direction: Sage 300 Online / Sage 300 ERP ❺ Data extraction, data migration, any custom reports ❻ Execute Fixed Price: Project and education plan ❼ Project Completion Signoff DB Group Consulting Inc Office Locations: Dieppe NB HRM NS TF salesdbg@dbgroupinc.ca

21 Sage BusinessVision Data Migrator Tool Overview Welcome to the Sage BusinessVision data migrator. This application will export various major entities as well as transaction information from the Sage BusinessVision application into CSV (comma separated) files that are designed for use with Sage 300 ERP data import operations. The data migrator utility is compatible with Sage BusinessVision version 2014 and higher. The CSV files that are created by this utility will contain major entity information like the GL Chart of Accounts; Customer Records; Vendor Reports; Part information; as well as part costing and quantity information. The files are organized into several directories, consisting of one for each module. This application relies on the Sage BusinessVision DDF's (data definition files); as such you will be required to install the DDF files into each of the Sage BusinessVision data directories that you would like to use with this utility. NOTE: Not all information from Sage BusinessVision is directly exportable to CSV file data. Some steps will require manual configuration steps to configure Sage 300 ERP with data from Sage BusinessVision DB Group Consulting Inc Office Locations: Dieppe NB HRM NS TF

22 Sage Payroll Online Pricing Canadian & US Payroll Price per Month/Employee/Company 1 24 employees* $ employees $ employees $ employees $ employees $ employees $ employees $ employees $ employees $0.50 One time setup fee $99.00 Example 1 Staffing consistent yearly Number of employees Rate Monthly 12 months 24 employees $ 2.50 $ $ Example 2 Seasonal adjustments Month Number of employees Rate Month January 20 $ 2.50 $ February 20 $ 2.50 $ March 20 $ 2.50 $ April 25 $ 2.20 $ May 30 $ 2.20 $ June 40 $ 2.20 $ July 40 $ 2.20 $ August 40 $ 2.20 $ September 30 $ 2.20 $ October 25 $ 2.20 $ November 20 $ 2.50 $ December 20 $ 2.50 $ Total 12 months $