Grey Chameleon Call Now: Tollfree:

Transcription

1 Grey Chameleon Knowledge and software Strategize. Adapt. Succeed Call Now: Tollfree: Web: All whitepapers are courtesy of grey chameleon and are copyrighted by friends of grey chameleon software

2 Sage ERP Accpac Version 6.0 Product Launch Messaging See Your Business in a New Way Improve Productivity Envision Success Accelerate Growth

3 CONTENTS PRODUCT SUMMARY AND HISTORY... 1 Sage ERP Accpac Product Summary... 1 Why Sage ERP Accpac Summary... 1 Product History... 2 PRODUCT LAUNCH MESSAGING AND POSITIONING... 5 Sage ERP Accpac Version 6.0 Summary... 5 Target Launch Audience... 5 Go-to-Market Strategy... 5 Release Messaging Summary... 6 Release Messaging New Business Acquisition Variations... 7 Release Messaging Customer (Install Base) Variations... 8 GO-TO-MARKET TEAM... 9 BRANDING AND NAMING CONVENTIONS Portfolio Branding Sage ERP Solutions Product Name Sage ERP Accpac Version Branding Sister Sage Products Endorsed Products Solution List, Category and Module Names WHAT S NEW IN VERSION Overview Sage ERP Accpac Portal Sage ERP Accpac Snapshots Sage ERP Accpac Inquiry SageCRM Workflow Enhancements Better Manage Fiscal Periods i

4 Build Your Business on a Solid Foundation Optimize Technology Adoption - Synchronized Release SAGE ERP ACCPAC VALUE PROPOSITION Sage ERP Accpac Elevator Pitch Reasons to Choose Sage ERP Accpac Functional Overview Sage ERP Accpac COMPETITION SAP Business One Intuit Microsoft Dynamics Netsuite Epicor AVAILABILITY Access Additional Information ii

5 PRODUCT SUMMARY AND HISTORY SAGE ERP ACCPAC PRODUCT SUMMARY Sage ERP Accpac is a completely integrated, multinational business management solution built on the most flexible and expandable architecture available today. Costeffective, quick to implement and simple to use Sage ERP Accpac provides best-in-class solutions to automate workflow throughout your organization. A unified solution delivers enterprise-wide visibility maximizing collaboration and providing insight for strategic decisions that drive revenue growth and improve profitability. The smart choice for flexible professional services and distribution businesses Sage ERP Accpac provides midsized companies with a highly adaptable solution for financials, CRM, operations and business intelligence. The flexible design of Sage ERP Accpac makes it the ideal solution to tailor your management system to your needs as your business grows, domestically, and internationally. WHY SAGE ERP ACCPAC SUMMARY Sage ERP Accpac provides one unified solution enabling more productive people, better management of the entire customer lifecycle, and the ability to gain real insight into business metrics. Build on a solid foundation with a superior architecture that provides the power needed today with the flexibility to adapt for tomorrow. Reap the rewards of a global reaching solution with the breadth of functionality to support multi-company and multinational organizations combined with a local touch. See the Why Sage ERP Accpac PPT for more details on the top 5 reasons businesses elect to choose Sage ERP Accpac: - One Solution: end-to-end automation for the life of your business - Superior Architecture: flexible & scalable - grows with your business - Global Reach, Local Touch - Collaborative Ecosystem - Proven, Reliable, Experienced 1

6 PRODUCT HISTORY This section provides a high-level overview of the history of Sage ERP Accpac. Product Launch 1979 Next Version Version 6.0 (December 2010) Current Version Version 5.6 (November 2009) Standard Integrated Functionality Sales, Purchasing, Inventory, CRM, Manufacturing, Finance Number of Customers 45,000+ Companies Markets Served 28% Services, 21% Consumer Package Goods, 10% Finance-Banking- Accounting PRODUCT VERSIONS Version Release Date New Functionality Notes /2009 Intelligence: More timely analytical information to assist decision-making and monitor business performance. Better manage IT costs by running your software on virtualization platforms Accelerate collections efforts and improve your cash flow utilizing the now built-in AR Inquiry tool Gain a faster, more accurate view of your cash position with improved workflow in Bank Services. Lower operations costs through better management of your inventory Current Version more information on under What s New /2008 Facilitate better reporting by easily changing, combining, and copying customer, vendor, general ledger, and item numbers Respond faster to business trends with the decision-ready comprehensive financial report templates and save time by further automating your month-end procedures with the GL Rollup Boost profitability by increasing customer revenue share with included SageCRM Simplify your global commerce with improved revaluation and language overlays Lower total cost of ownership with extended functionality in all Editions and with bundled Supported Version more information on under What s New 2

7 Version Release Date New Functionality Notes Microsoft SQL database pricing /2006 You asked for it! Over 267 user-requested enhancements Better, faster access to information with new reporting and inquiry tools Process improvements that have you whipping through tactical tasks, leaving more time for analysis and strategic thinking More ways to accommodate your processes, procedures, and preferences Supported Version, will be retired with release of Version 6.0. Last Payroll Forms update will be January /2004 Enhanced Payroll module Track more comprehensive information with Improved Optional fields Retired /2003 Global and user-specific security options Easily reverse a posted transaction in General Ledger Quickly view Customer or Vendor transaction details Process improvements throughout solution Retired /2002 SOAP (Simple Object Access Protocol) interface to the business logic objects to enable Web service-based integration Customized Working Environment Enhanced ease of use with new general ledger options in Bank Services, new finder options, import and export in XML, and expanded general ledger functionality Enhanced customer options, including new statement and invoice printing Expanded functionality in accounts payable, order entry, purchase orders and inventory control. Retired /2001 Retired 3

8 Version Release Date New Functionality Notes /2000 Retired /1999 Retired /1998 Retired /1997 Retired /1997 Retired /1996 Retired /1994 Retired First Windows based version 4

9 PRODUCT LAUNCH MESSAGING AND POSITIONING This section provides a high-level overview of messaging and position for Version 6.0. SAGE ERP ACCPAC VERSION 6.0 SUMMARY See Your Business in a New Way to Increase Productivity, Envision Success and Accelerate Growth. Sage ERP Accpac Version 6.0 begins our journey of delivering the next generation of ERP software harnessing the power of Web 2.0 technology to deliver a better user experience, lower total cost of ownership, and enhanced functionality. The Sage ERP Accpac 6 series will allow companies to spend less time managing their software and more time optimizing their business. TARGET LAUNCH AUDIENCE The Sage ERP Accpac Version 6.0 launch will focus on the key economic buyers of our customers and prospects through Sage ERP Solutions lead generation activities. Our partners, partner advocates and customer account managers have identified the role that typically signs the check (economic buyer) for a customer renewal is the finance / accounting manager or the controller / owner in smaller businesses. For prospects the economic buyer can differ greatly depending on the size of the company and the main focus of the purchase (which modules they are purchasing). On an accounting/finance focused deals we should target the owner or C level executive, controller and accounting / finance manager. For CRM deals the targeted buyer is the Sales executive or Manager, and for distribution deals the operations manager or controller. Launch Focus Areas (by priority) - Customer s ensure messaging targets economic buyers finance/accounting manager, controller/owner, C-level executives and sales - Business Partner s early product training, collateral and sales tools, and partner marketing enablement kits - Media, Analysts and Industry Experts PR kit, press releases and social media campaigns - Prospects target key vertical industries and focus lead generation through Sage ERP Solutions ( campaigns. Global Launch - Global Go-to-Market (GTM) Councils to maximize collaboration - Synchronized Launch - GTM Plan Localization share all components (source files) of North America launch early in launch cycle. GO-TO-MARKET STRATEGY We will be preparing a multifaceted go-to-market strategy to ensure a full court press once Version 6.0 is ready for release. Plans will encompass business partner engagement and enablement, internal sales and support readiness, as well as marketing plans for install base customers and Sage ERP Solution prospects (focusing on Target Buyers). See GTM Plan for more information. 5

10 RELEASE MESSAGING SUMMARY Communications to prospects, customers, partners and media should be focused around the next generation of ERP software and the messaging outlined below. Improve Productivity Personalized view within your ERP solution provides your people with faster and smarter information access, simplifying processes and saving time, so more time is spent on strategic activities. Envision Success Enhanced visibility into business metrics provides critical information at your fingertips for easier, more insightful daily and long-term planning. Accelerate Growth Simplified automation through the right technology and functionality improves business efficiency, integration and collaboration allowing your business to grow faster. 6

11 RELEASE MESSAGING NEW BUSINESS ACQUISITION VARIATIONS Acquisition messaging should focus on the base strengths of Sage ERP Accpac, with a slightly new approach incorporating the Version 6.0 themes. Improve Productivity Personalized view within your ERP solution provides your people with faster and smarter information access, simplifying processes and saving time, so more time is spent on strategic activities. Sage ERP Accpac Portal Powerful Core Financials Ease of Use and Deployment Envision Success Enhanced visibility into business metrics provides critical information at your fingertips for easier, more insightful daily and long-term planning. Sage ERP Accpac Inquiry Sage ERP Accpac Snapshots Business Intelligence Accelerate Growth Simplified automation through the right technology and functionality improves business efficiency, integration and collaboration allowing your business to grow faster. SageCRM Superior Architecture One Solution: end-to-end automation for the life of your business Multi-Company and Global Functionality 7

12 RELEASE MESSAGING CUSTOMER (INSTALL BASE) VARIATIONS Customer messaging should vary slightly from core messaging, focusing more on new features and how their experience with Sage ERP Accpac will change. This document provides positioning for each of the core new features and functionality to support this variation. Improve Productivity Personalized view within your ERP solution provides your people with faster and smarter information access, simplifying processes and saving time, so more time is spent on strategic activities. Sage ERP Accpac Portal Better Management of Fiscal Periods Envision Success Enhanced visibility into business metrics provides critical information at your fingertips for easier, more insightful daily and long-term planning. Sage ERP Accpac Inquiry Sage ERP Accpac Snapshots Accelerate Growth Simplified automation through the right technology and functionality improves business efficiency, integration and collaboration allowing your business to grow faster. SageCRM 7.0 and Integration Enhancements New Technology and SData 8

13 GO-TO-MARKET TEAM Includes all functional areas contributing or affected by the go-to-market launch. Name Responsibility Phone Michele Ballinger GTM Owner - PMM Michele.ballinger@sage.com (604) x24431 Heather Scarpero Global GTM Owner - PMM Heather.scarpero@sage.com (770) x37118 Beth Kszan Cross-Sell PMM Elisabeth.kszan@sage.com (604) Guillermo Tellez Product Management Guillermo.tellez@sage.com (604) x24770 Raji Dhillon Project Management Raji.dhillon@sage.com (604) x23081 Jeremy Ploessel Marketing Install base Jeremy.ploessel@sage.com (770) x7141 Georgia Pantazis Marketing - Partner Georgia.pantazis@sage.com (604) x24517 Brandi Starr Marketing Cross-sell Brandi.starr@sage.com (770) Tracy Groves Marketing - Strategic Tracy.groves@sage.com (949) Elise Querin Marketing - Acquisition Elise.querin@sage.com (604) x24519 Cheryl Bolotin Marketing - Channel Cheryl.bolotin@sage.com (503) Gwen Morrison Marketing Social Media Gwen.morrison@sage.com (770) x34226 Martin Dorissen Marketing - Web Martin.Dorissen@sage.com (770) Mike Wingrove Sales International Mike.wingrove@sage.com (647) Walt Goodfield Sales Acquisition Walter.goodfield@sage.com (440) x6852 Brett Banner Sales CAM Brett.banner@sage.com (800) x4279 Michael Beck Sales Operations Michael.beck@sage.com (604) Kim Lamothe Software Assurance Kim.lamothe@sage.com (604) x24365 Julie Elm Sales Training Julie.elm@sage.com (949) Natalie Johnson Learning Services Manager Natalie.johnson@sage.com (800) Ian De Leon Learning Services Trainer Ian.deleon@sage.com (604) Randy Bacchus Learning Services Trainer Randy.bacchus@sage.com (905) x Laurie Kwilos Learning Services Manager Laurie.kwilos@sage.com (800) x4371 Alla Freydlin Learning Services Trainer Alla.freydlin@sage.com (604) x24677 Sharon Murphy User Assistance Manager Sharon.murphy@sage.com Susan Frederick Solution Consulting Susan.frederick@sage.com (800) x3892 Tom Miller Channel Management Tom.miller@sage.com (949) Harj Sangha Customer Support Harjinder.Sangha@sage.com (604) x24534 Jodi Beaubier PMO Operations Jodi.beaubier@sage.com (604) Ana Nicacio Legal Ana.nicacio@sage.com (503)

14 BRANDING AND NAMING CONVENTIONS PORTFOLIO BRANDING SAGE ERP SOLUTIONS Sage ERP Solutions (umbrella portfolio name Example: Sage ERP business solutions are cost-effective, simple to use and easily adapt to your business PRODUCT NAME SAGE ERP ACCPAC Sage ERP Accpac (umbrella product name must be used in all references to product. Sage ERP Accpac Module Name (first instance) Example: Sage ERP Accpac Intelligence Additional mentions may use only module name. Example: Intelligence What s in a Name? Branding is perhaps the most important facet of any business--beyond product, distribution, pricing, or location. A company's brand is its definition in the world, the name that identifies it to itself and the marketplace. Brand recognition and visibility is a must to be competitive in any market. The new Sage ERP Solutions branding will help Sage build a more competitive brand. With the adoption of this new naming convention, Extended Enterprise Suite and Sage Accpac ERP are being replaced with the Sage ERP Accpac branding and will no longer be used. Other invalid branding usage includes Sage Accpac, Accpac, ACCPAC, AccPac, and Sage ACCPAC ERP. VERSION BRANDING Quite often referencing the product version is necessary in communications. The initial reference should include the full product name. Subsequent references can refer to the specific version. First Instance Example: Sage ERP Accpac Version 6.0 is now available. Subsequent Mention Example: Version 6.0 provides or 6.0 provides Do not use abbreviate to v

15 SISTER SAGE PRODUCTS Sage sister products will be referenced by appropriate associated product branding. However, we will incorporate products into the Sage ERP Accpac template. When possible all references to extended product solutions will be incorporated into Sage ERP Accpac to present an end-toend message to our customers. For example we will reference CRM functionality as part of Sage ERP Accpac. The CRM functionality in Sage ERP Accpac provides you with comprehensive sales automation and mobilization functionality. Or Sage ERP Accpac with SageCRM provides. Sister products include: o Sage Abra HRMS, SageCRM, Sage FAS, Sage Active Planner, Sage Payment Solutions (SPS) Sage Exchange Other Sage ERP Solution products include: o Sage ERP MAS 90, Sage ERP MAS 200, Sage ERP MAS 500, and Sage ERP X3 ENDORSED PRODUCTS Sage ERP Accpac endorsed products will be referenced by associated product branding. However, we will incorporate products into out templates whenever possible. When possible all references to extended product solutions present end-to-end messaging to our customers. For example we will reference document management functionality as part of Sage ERP Accpac. The doc-link by Altec functionality in Sage ERP Accpac provides you with comprehensive and affordable document management solutions. o Endorsed Products Include: doc-link by Altec, EDI by TrueCommerce, Warehouse Management by Accellos, PrintBoss by Wellspring Software, Service Manager by Technisoft SOLUTION LIST, CATEGORY AND MODULE NAMES Financial, Multi-Entity and Multi-National Management Accounts Payable, Accounts Receivable, General Ledger, G/L Consolidations, Inter-Company Transactions (ICT), Multi-Currency, Document Management, Form and Check Printing Distribution and Operations Management Inventory Control (IC), Serialized Inventory and Lot Tracking (SNLT) Order Entry (OE), Purchasing (PU), Fixed Asset Management (FAS), Electronic Data Interchange (EDI), Warehouse Management System (WMS), and Return Merchandise Authorization (RMA) 11

16 Customer Resource Management (CRM) Sales Force Automation & Mobilization, Contact Management, Customer Service Automation, Marketing Automation Business Intelligence / Collaboration Intelligence, Insight, Financial Reporter (FR), Alerts Customization, Integration and Architecture Optional Fields, System Manager, Database Support and Architecture Human Resource and Payroll Management Sage Abra HRMS, Payroll (Canadian and U.S.) Services, Project and Job Costing Management, Manufacturing / Supply Chain Management Project and Job Costing, Services Management, Manufacturing and Production Control Important: Avoid abbreviations and acronyms whenever possible, as they are confusing to customers. 12

17 WHAT S NEW IN VERSION 6.0 Messaging for new features and enhancements. OVERVIEW As the world of business is constantly evolving, so must your business management software. At Sage, we work to continually improve your experience with Sage ERP Accpac and develop new functionality to help you get more out of your solution. Sage ERP Accpac Version 6.0 focuses on the functionality most requested by our customers, partners and the market. Improve productivity, envision success, and accelerate growth with exciting new tools, such as the new Portal to help you accomplish everyday tasks faster or the new Snapshots that provide secure access of key performance indicators. Version 6.0 also helps you get the information you need, faster! The new inquiry tool facilitates quick access to customized lists providing the answers you need to make better decisions. In addition, Version 6.0 can help you accelerate growth and lower total cost of ownership (TCO) with SageCRM Workflow Enhancements that improve information flow between the front and back office and changes to the management of fiscal periods. Build Your Business on a Solid Architecture to support the future of your business enabling collaboration and interoperability. Optimize new technology adoption, as a global Synchronized Release of all modules keeps the old and new working together harmoniously. Improve productivity with the Sage ERP Accpac Portal providing faster, personalized role-based access to information, so you can accomplish everyday tasks more quickly and focus on strategic projects. Envision success with Sage ERP Accpac Snapshots providing secure access of key performance indicators for more proactive trend analysis. Get the information you need, faster! Sage ERP Accpac Inquiry facilitates quick access to customized lists providing the answers you need to make better decisions. Accelerate growth and lower total cost of ownership (TCO) with SageCRM Workflow Enhancements that improve information flow between the front and back office. Save time on month end processes and reduce erroneous postings to the general ledger through Better Management of Fiscal Periods. Easily adopt new enhancements and get new employees up to speed faster and more cost effectively with Training and Usability Improvements. Ensure optimal business management with included SageCRM 7.0 and Sage ERP Accpac Intelligence, and get ready for Version 6.0 Compatibility and Requirements. 13

18 SAGE ERP ACCPAC PORTAL Market Problem Solution Name Solution Description Benefit (why/roi to solve) Business Impact (how will the business improve) Buyer Persona The current Sage ERP Accpac Desktop is complicated to use making it difficult for new users to learn. Many icons are repeated, it is cluttered, there are too many steps to access screens and multitasking is limited as windows can only be closed or minimized. The look makes the product look like old technology and it is difficult to access via a browser without the use of Citrix. Sage ERP Accpac Portal The Sage ERP Accpac Portal simplifies desktop navigation and allows users customizable, faster access to information so they can accomplish everyday tasks more quickly and focus on strategic projects. Simplified navigation, Easier for new users to learn (lower training costs), access to portal via browser, personalizable information access Improved efficiency and productivity of staff Controller, Business Owner, Managers 14

19 SAGE ERP ACCPAC SNAPSHOTS Market Problem Solution Name Solution Description Benefit (why/roi to solve) Business Impact (how will the business improve) Buyer Persona (what persona cares) Sage ERP Accpac users don t have access to KPI s without having to use an external tool, run a report, or exporting information to be used with other tools. Sage ERP Accpac Snapshots The Sage ERP Accpac Snapshots allow users secure access of key performance indicators (KPI s), with drilldown capabilities to underlying financial reports. The graphical presentation of information helps with quick identification of trends or issues for more proactive business decisions. Version 6.0 includes the following user-configurable Snapshots: Balance Sheet Income Statement Aged Receivables Aged Payables Days Receivables Outstanding Days Payables Outstanding Envision Success proactively spot trends or identify possible issues Better decision-making through faster actionable information access Controller, Business Owner, Managers 15

20 SAGE ERP ACCPAC INQUIRY Market Problem Solution Solution Description Benefit (why/roi to solve) Business Impact (how will the business improve) Buyer Persona (what persona cares) Today, users can t quickly extract data on the fly without using stock reports or export methods. Sage ERP Accpac Inquiry Sage ERP Accpac Inquiry allows even inexperienced users to create personalized ad-hoc query lists in just a few minutes without the knowledge of databases, programming or web technologies. Version 6.0 focuses on Accounts Receivable, Accounts Payable, General Ledger, functionality includes: Create Public or Private Queries with Unlimited Filters Export Results to Excel for Further Analysis Create PDF or Print Reports Immediately Sort Columns Show min, max, total summary Inquiry can help minimize the need to modify a Crystal Report to get the specialized information individuals require, which can reduce the total cost of ownership through lowering customization requirements. Empower users at all levels of the organization to gain immediate access to information from Sage ERP Accpac providing greater business visibility and insight to improve business performance. Controller, Business Owner, Managers 16

21 SAGECRM WORKFLOW ENHANCEMENTS Market Problem Solution Solution Description Benefit (why/roi to solve) Business Impact (how will the business improve) Buyer Persona (what persona cares) Today, companies that use CRM for quoting and orders must reenter an approved order into their accounting system. This creates duplication efforts which elevates error incidence SageCRM Workflow Enhancements Enhanced quote-to-order workflow and simplified processing. Users will be able to create a quote or order without creating an opportunity first. Multiple quotes or orders may be linked to a single opportunity and users will have the ability to promote multiple quotes to an order within the same opportunity. Accelerate Growth Reduce TCO: no Sage Accpac Lanpaks used or needed for quote/order entry. Improved usability better workflow and easier to use. Improved performance no OCX wrapper for Quotes and Orders Controller, Business Owner, Sales Manager 17

22 BETTER MANAGE FISCAL PERIODS Market Problem Solution Solution Description Benefit (why/roi to solve) Business Impact (how will the business improve) Buyer Persona (what persona cares) Today, companies cannot lock down fiscal periods in specific modules and often get unwanted postings, causing additional work to reverse postings (boosting Total Cost of Ownership). Currently, settings are: ON - lock a period for the whole company (all applications) OFF - leave all modules unlocked until everything is completed Better Manage Fiscal Periods Improvements to the ability to manage fiscal periods in Sage ERP Accpac will allow users to lock fiscal periods for all modules, including General Ledger, for more accurate transaction processing reducing the cost of fixing erroneously posted transactions. This is the #1 requested feature from our install base. Accelerate Growth Reduce TCO by lowering the cost of managing the general ledger, closing monthly and yearly books Controller, Business Owner, Finance/Accounting Manager 18

23 BUILD YOUR BUSINESS ON A SOLID FOUNDATION Today, the multitier architecture of Sage ERP Accpac provides customers with the flexibility to choose operating systems, databases, deployment methods, and more. The architecture also enables the system to be adapted to changing technology and changing business requirements with minimal risk. Sage ERP Accpac Version 6.0 is the first step in our journey of releasing a full Web 2.01-based Enterprise Resource Planning (ERP) software solution. The Web 2.0 technology approach will offer the most secure, flexible data management possible. The system will continue to support the classic Windows-based user interface in parallel to the new Web-based interface, allowing you to adopt the new User Interface at your own pace. 19

24 New web-based technology facilitates a new level of interactive information sharing, collaboration, interoperability, user-centered design, and collaboration required for success in today s fast paced business environment. What does this mean for you in regards to Sage ERP Accpac Version 6.0? Similar to igoogle or My Yahoo!, Sage ERP Accpac Version 6.0 introduces a new desktop Portal. Each user will have the ability to personalize the Portal to easily view key information, and rapidly navigate to and complete tasks at hand. Due to the superior flexibility of the Sage ERP Accpac architecture this can be done without changing the business logic, and is therefore low risk and minimizes disruption typical associated to technology changes in ERP solutions. Not only will applications currently integrated with Sage ERP Accpac become more accessible and user-friendly but also because of the technology standards approach employed more applications will be built to directly interact seamlessly. Sage understands that your business automation requirements extend outside of ERP software, and you need an end-to-end solution on which to run your business. Interoperability refers to the ability of diverse systems and organizations to work together. To support better interoperability between systems, Sage is introducing a common technology platform based upon using industry standards like HTML5, ATOM, RSS and XML. Using the Google Web Toolkit as its foundation, Sage Data (SData) and the Sage Web Toolkit (SWT) will provide developer s tools to easily and rapidly build applications that integrate into the Sage ERP Accpac 6 Series. SData provides a common Web Services interface and communications protocol to communicate information to the server. SWT provides a User Interface toolkit for our development partners to build consistent screens and utilize common API s. Applications built using the SWT and SData will have a common consistent look, are able to share and synchronize data, and seamlessly launch one another s screens within the Sage ERP Accpac Portal environment. It is important to note that only new technology components will utilize the new SData and SWT. Once our journey is complete, a new generation of ERP will be unlocked for our customers opening the door for a new era of business management automation and collaboration. All based on feedback directly from our customers and the market, resulting in ERP software that truly works the way you want it to seamlessly, efficiently, intelligently, and cost-effectively-so you can see your business in a new way to improve productivity, envision success, and accelerate growth. 20

25 OPTIMIZE TECHNOLOGY ADOPTION - SYNCHRONIZED RELEASE Sage ERP Accpac Version 6.0 will be a synchronized release, like Version 5.6, meaning all modules will be available globally for use on the same date. The new web framework user interface components will require a web server to function and will use new technology. However, as you can see in the illustration below old screens and new screens will co-exist allowing users to move when they are ready to take advantage of the benefits of the new user interface such as personalizing the desktop for quick access to the screens they open most often. The old user interface screens can be accessed through the new Sage ERP Accpac Portal, even though they have not been moved to the new web framework. 21

26 SAGE ERP ACCPAC VALUE PROPOSITION SAGE ERP ACCPAC ELEVATOR PITCH The smart choice for flexible services and distribution businesses Sage ERP Accpac provides midsized companies with a highly adaptable solution for finance, CRM, and operations. The modular design of Sage ERP Accpac makes it the ideal solution to tailor your management system to your needs as your business grows, domestically, and internationally. With robust financial management capabilities at the core, Sage ERP Accpac is a modular ERP software suite that provides midsized companies with a highly- adaptable solution Seamless integration of modules for operational management enhances the inventory handling and order fulfillment processes, and ties together your supply chain so your business delivers every time, on time. Sage ERP Accpac also integrates your front-to-back-office processes such as marketing, sales, and customer service powered by SageCRM to give you a 360 view of your business and provide you the visibility you need to take your business to the next level. The modular design of Sage ERP Accpac makes it the ideal solution to tailor your management system to your needs as your business grows. With multi-language and multicurrency capabilities, Sage ERP Accpac also supports your international operations and expansion in more than 150 countries. Sage ERP Accpac is the system of choice for businesses that place a higher priority on: Strong financial management capabilities. Flexible deployment of operational management applications Powerful customer relationship management and increased business insight Optimized management of multiple local, regional, and international operations Advanced customization capabilities Fast implementation, on-premise or hosted by Sage Large partner channel and third-party resources Sage ERP Accpac is recommended for companies with strong financial requirements, specializing in distribution, finance, hospitality, entertainment, high-tech, and other service-based industries, with domestic and/or global operations. Technology highlights: Multi-tiered, object-oriented architecture Choice of operating systems (Windows, Linux ) and databases (Oracle, Pervasive SQL, MS SQL Server) Web or Windows client Embedded Microsoft Visual Basic for Applications (VBA) for advanced customization Best performance from 5 to over 100 concurrent users 25 REASONS TO CHOOSE SAGE ERP ACCPAC 1. One unified solution on which to build your business enabling more efficient processing, more productive people, management of your entire customer lifecycle and the ability to gain real insight into the business. 2. SMB-centric: specifically designed to meet the business management requirements of small-tomid-sized organizations or divisions of larger companies. 3. Integration-ready out-of-the-box: integrates quickly and cost-effectively with third party applications through secure, standards-based web services APIs. 22

27 4. Full-suite CRM included: exceptional functional breadth and depth across sales, marketing and customer service. 5. Modular: deploy as needed within your organization and add modules as your business grows. 6. Easy-to-use: intuitive interfaces and quick start guides, ensure user adoption and productivity from day one. 7. User customizable: personalization capabilities provide users with instant access to the exact information they need in a format that makes sense to them. 8. Easy to deploy and maintain: fully web-architected Sage ERP Accpac can be deployed quickly and cost-effectively on-demand (hosted) or on-premise, and over multiple locations where required. 9. Flexible deployment choice: move from on-premise to on-demand or vice versa as business requirements change. 10. Delivers straight-through processing: reduces or removes the need to re-key and re-verify information as it passes between front-office to back-office environments. 11. Superior Architecture: flexible & scalable - grows with your business - 100, 200 and 500 Editions to scale painlessly and cost-effectively with company growth. 12. Low cost: provides a low TCO for companies regardless of complexity, scale or deployment requirements. 13. Based on a simplified technology platform offering freedom of choice when it comes to server and user operating systems, as well as databases. 14. Internationally supported: supported by a large global network of Sage regional operations and certified business partners. 15. Multiple languages available (5 out of the box) and language is selected by user. 16. Compliance with multiple legislations and accounting practices enable managing global business within one system. 17. Full sub-ledger support of multiple currencies. 18. Sophisticated inter-company and consolidation processing simplifies transactions between business entities. 19. Vertical-ready: supported by a global network of development partners with deep regional and industry-specific expertise. 20. Process automation ready: out-of-the-box, Sage ERP Accpac provides extensive business process automation across the entire organization and can be quickly adapted to capture new processes or modify existing ones. 21. Business performance-centric: provides a comprehensive suite of business intelligence, usercustomizable snapshots, reports and alerts messaging to ensure real-time visibility on key performance indicators and other commercially significant trends. 22. A collaborate ecosystem of business partners helps our customers thrive. 23. Cost saving efficiencies in your warehouse as well as the integration of your global supply chains 24. Powerful project and services management provides true accountability from a central point to help you manage the resources, products, and services your business offers. 25. Proven, Reliable, Experienced. 23

28 FUNCTIONAL OVERVIEW SAGE ERP ACCPAC Module Explanation Benefit Accounts Payable Accounts Receivable Alerts Document Management Facilitates rapid entry of vendor invoices, flexible cash disbursement and full check reconciliation using Bank Services. With this comprehensive financial management tool, you can prioritize payments, negotiate terms, reduce bad debts, and keep 1099 and Contract Payment Reporting System (CPRS) information for vendors that are subject to 1099/CPRS reporting all in a timely manner. Manage your customers and fine-tune customer relations by keeping track of important sales information and outstanding balances. Accounts Receivable allows you to easily apply cash to outstanding invoices and create recurring charges for quick invoicing of monthly charges. Our Accounts Receivable software is also fully integrated with Bank Services, for complete bank reconciliation. Deliver the information needed to create highly responsive, proactive, customer-facing organizations. Efficient, reliable, and attentive service. doc-link TM document management and workflow solutions ultimately transitions your organization to a paperless environment at a speed that works for you Save time, reduce administrative costs, and gain better control over your business processes by automating a wide range of vendor-related tasks. Improve cash flow while enhancing customer service through more effective management of your entire collections process. Automated processes that reduce delivery cycle time and accelerate revenue. Offer more efficient, reliable, and attentive service. Increase productivity and enhance communication to customers, vendors and employees. 24

29 Module Explanation Benefit Electronic Data Interchange Fixed Asset Management Electronic Data Interchange (EDI) is the most widely adopted form of business-tobusiness electronic commerce in use today, and it is often a requirement of doing business with large enterprises and organizations. TrueCommerce makes EDI painless by making it easy and affordable. delivers advanced fixed asset accounting, depreciation, and reporting for any business needing effective asset management tools in integrated accounting environments. You choose accurate depreciation methods, file up-to-date tax forms, make accurate tax payments, and arrive at better, more informed decisions about your fixed assets. Attract larger customers with dynamic EDI capabilities. Reduce data entry mistakes and save on administration costs. Efficiently and cost-effectively manages assets throughout their entire lifecycle-from acquisition to disposal. Form and Check Printing PrintBoss makes it easier, faster and more secure to print all of your accounting documents. PrintBoss is the ultimate print driver for printing checks and accounting forms. Low-cost, secure form printing. 25

30 Module Explanation Benefit G/L Consolidations General Ledger Insight Transfer and merge General Ledger account and transaction information between separate company and branch office locations. Designed to enable subsidiaries and holding companies to run without being on the same network or accounting database. Provides a feature set that allows your company to define the level of detail to consolidate and provides a comprehensive audit trail. The system is available in two versions: a full version for the head office and a remotesites version for branch offices. Foundation of your accounting system, with flexibility that meets the current and future financial management requirements of organizations of all types and sizes. Provides a robust feature set designed to handle your most demanding budgeting and processing needs. General Ledger fully integrates with all modules and is the key to maximizing the efficiency and accuracy of your financial data. Enterprise-wide reporting, budgeting, and consolidations application ideal for employees in remote offices and disparate departments who need to manage, distribute, and collaborate from a single, unified source. Cost-effectively manage multiple companies and get comprehensive reporting on multiple business entities. Streamline time-consuming accounting processes, manage your business complex finances, and comply with regulations such as GAAP and IFRS. Quickly capture and integrate information into meaningful reports and securely distribute them across your entire enterprise on demand. 26

31 Module Explanation Benefit Intelligence Inter-Company Transactions Inventory Control Empowers you to quickly and easily obtain the information you need for operations and strategic planning. Effortlessly create reports and analyze data, utilizing the familiar Microsoft Excel application. With Intelligence you can spend more time focusing on information analysis and interpretation, and less time pulling the data together. Finally a Business Intelligence strategy that is fast and easy to deploy and cost-effective. Enter General Ledger and Accounts Payable transactions that affect more than one company by automatically distributing transactions across two or more companies. In addition, its built-in flexibility automatically generates intercompany loan account entries according to userdefined relationship tables called routes. Intercompany Transactions simplifies and significantly reduces the amount of work required for intercompany accounting. Complete multi-location inventory management system that keeps track of stock levels and processes inventory receipts, shipments, returns, and adjustments. Our Inventory Control tracking software includes extensive screen inquiry and reporting functions to give you the detailed, current information crucial for effective inventory management. Eliminate redundant data entry and automate your workflow with a lowcost, quickly deployed BI strategy Obtain insight into your business through multi-dimensional analysis of your data Increase productivity by providing actionable information to the right people at the right time Multi-currency and multi-company capabilities give you the competitive edge to succeed in today s fast-paced global marketplace. Cut costs and eliminate errorprone, time intensive processing associated to processing intercompany transactions. Enables more effective management of inventory levels, enhancing customer satisfaction while maximizing profits. 27

32 Module Explanation Benefit Multi-Currency Optional Fields Order Entry Empower your organization with the tools required to easily maintain international currency standards and eliminate the complexities of multi-national commerce. The powerful capabilities of the Multi-Currency module allow you to capitalize on the global economy giving you the power you need to support subsidiaries outside of your country or expand globally. Simplify multi-currency transactions and get the information you need to ensure success in your global enterprise. Provides complete support for unlimited optional fields throughout all Sage Accpac applications. Optional fields allow you to customize Sage Accpac and provide comprehensive reporting and analysis capabilities across your entire accounting system. You can manage information more effectively and easily obtain necessary data for analyzing business operations and practices. Allows you to enter orders and sales returns and print invoices, credit notes, order confirmations, picking slips, and shipping labels. You can track transaction details and sales information on-screen and in printed reports. Order Entry integrates fully with Inventory Control and Accounts Receivable, so you always know your inventory levels and the status of your customer accounts. Simplify your multi-currency transaction processing and see how the international arena is impacting your bottom line. Cost-effectively customize the system to your unique business requirements. Better serve your customers and improve service levels. 28

33 Module Explanation Benefit Payroll Project and Job Cost Management The U.S. and Canadian Payroll module is your key to absolute control over employee earnings and benefits, special payroll situations and government reporting allowing you to effectively meet your company s payroll requirements and uphold personnel policies. Payroll handles all pay frequencies, multiple work states or provinces, unlimited earnings, deductions, benefits and taxes, and other pay factors such as expense reimbursements, accruals, and advances. Provides an effective solution for project managers in construction, job service, and other professional industries who require a time-andmaterial system. Delivers the tools necessary to manage the simplest to most complex contract or job. Makes the estimating, tracking, costing, and billing of projects easy and manageable-simplifying cost control and planning. Easily identify potential issues and determine success factors for any project. Lower payroll costs, enhance compliance and get more sophisticated reporting. Simplify cost control and planning for more profitable jobs. Track costs and maintain project budgets effortlessly. 29

34 Module Explanation Benefit Purchase Orders Efficient, comprehensive purchasing procedures are a key part of today's business environment. Companies worldwide are driven to seek the lowest costs, the fastest delivery, and to maximize operations through the dynamic management of the purchasing process, while improving relations with vendors and customers. It's a tall order made easier by Purchase Orders. Purchase Orders gives you the power, flexibility, and control you need to make the right decisions to keep your competitive edge. Balance supply vs. demand, maintain optimal inventory levels while maximizing purchasing power. Better management of suppliers provides significant cost reductions. Get control of costs easily analyze purchasing metrics. Simplify processes so staff can focus on strategy vs. tactical. Return Merchandise Authorization Deliver expert tracking of your products through the entire life of the sales process: from purchase order through shipping and back to inventory (when applicable). Armed with the intelligence this system provides, you'll gain greater insight into the reasons for returns or repairs, as well as tighter control over your merchandise. The net result is that your company can process claims faster, track inventory with greater accuracy, and optimize customer service performance, no matter how many returns appear at your door. Improve customer service levels with effective, timely management of returned products. 30

35 Module Explanation Benefit Sage Abra HRMS SageCRM Automates administrative work and lets you manage employee information. Manage unlimited benefit plans, easily define eligibility criteria, and set up benefit plans with wizards. Access personnel information such as job history, performance reviews, education, and attachments. Sage Accpac HRMS software integrates with Microsoft Office, allowing you to view and analyze data in Word and Excel. SageCRM is an easy to use, fast to deploy, feature rich CRM system providing enterprise-wide access to vital customer information anytime, anywhere. With SageCRM, you can better manage your business by integrating field sales, internal sales, customer care, and marketing information. Saves you time, eliminates duplicate data entry, simplifies reporting and compliance, and automatically links benefit plans in Abra HR to deductions in payroll. A CRM solution will help your company with increasing revenue and profitability by driving sales performance and assisting with predictive and targeted marketing to establish a robust pipeline. But it is also the key to creating a customer-centric culture as it gives essential customer care tools that ultimately lead to customer loyalty. Along with key sales, marketing and customer service tools you get decision-driving information that assists with effective business management. Service Manager Service Manager is a multiaward-winning software solution for Service, Job Cost, and Maintenance industries. Service Manager is fully-integrated to the Sage ERP Accpac accounting suite, providing true accountability from a central point to help you manage the resources, products, and services your business offers. Deliver projects on-time and onbudget, everytime. 31

36 Module Explanation Benefit System Manager Warehouse Management System System Manager includes effective tools that ensure data integrity and complete processing and security management, enabling users to work more productively. System Manager also allows Sage Accpac to run through a standard Web browser without client software centralizing IT management and lowering overall ownership costs. Additionally, System Manager provides employees, customers, and partners with secure anytime, anywhere access. Improving the speed and accuracy of the fulfillment process and reducing the cost of labor are the key issues that distribution and warehouse-related businesses face. Gaining control over these issues requires technology that optimizes the utilization of your people and your assets more than an automated data collection system that simply extends the paper processes leveraged from within Sage Accpac ERP. Better manage cash for more accurate cash projections, so you can invest your capital wisely. Better Manage Costs - Achieve significant cost savings enabling real-time corporate performance management, improving collaboration and eliminating process bottlenecks. Productivity Automate warehouse management and increase order fulfillment capacity and speed. You need to get more done with fewer people! Improved company performance comes from saving money and ensuring employees spend their time in more productive activities. 32

37 COMPETITION SAP BUSINESS ONE 33

38 INTUIT MICROSOFT DYNAMICS 34

39 NETSUITE EPICOR 35

40 AVAILABILITY Sage ERP Accpac Version 6.0 is scheduled for release in December New customer access and the Business Partner Master DVD autoship will be closely followed by the online availability for customers on software assurance. ACCESS ADDITIONAL INFORMATION You can get more information on how Sage ERP Accpac Version 6.0 can help you see your business in a new way to improve productivity, envision success, and accelerate growth through the community and the Sage ERP Accpac Website at Sage ERP Accpac Version 6.0 See Your Business in a New Way Improve Productivity Envision Success Accelerate Growth 36