External Roadmap – Sage 100 and 100cloud

External Roadmap – Sage 100 and 100cloud
Linda Cade, Senior Product Manager
12 Mar 2018

Sage 100 and Sage 100cloud — Robust and flexible
business management software designed specifically
for North American businesses.
Sage 100 is a platform designed to help small and mid-
sized businesses manage their resources with a very
effective enterprise resource planning (ERP) toolkit. The
system delivers a comprehensive financial and operation
functionality, which includes manufacturing and inventory
features right out of the box.1
https://reviews.financesonline.com/p/sage-100-erp
Current 2018
Next version 2019 (September 2018)
Standard Features Accounting and finance
Business intelligence and reporting
Sales and customer management
Purchasing and supplier
management
Payroll and Employee
management
Job and project costing
Inventory management
Warehousing
Manufacturing
Number of Customers 24,600+ Customers

Winning in the market
100cloud is an
easy-to-use, yet
comprehensive
solution whose
highly flexible
implementation
allows customers
to purchase or
deploy just the
features they need
to build their
business.
Fact #1
Customer
based
100cloud simplifies
interactions with
prospects,
customers, vendors,
and staff …
providing critical
data and processes
at just the right time
in just the way you
need it to build
strong relationships.
Fact #2
Partner
based
100 simplifies
workflows across
finance, purchasing,
sales, inventory and
warehouse
management,
manufacturing, and
job or project
costing. Powerful
on-line business
insights and secure
remote access
promote expansion.
Fact #3
Volume
(e.g., tx) based
100cloud brings the
flexibility and
automation benefits of
mobile and cloud
connectivity, and
integrated payments
alongside the trusted,
familiar desktop
software, to provide
new technology
without disrupting
business processes,
workflows, or training.
Fact #4
Customer
tenure

Sage 100 and Sage 100cloud Proposition
Sage 100 and Sage
100cloud helps your
growing small or medium
company manage more than
accounting – it unites your
entire business. Best of all,
it’s easy and customizable.
Supported by a friendly,
award-winning service team,
Sage 100 is the perfect choice
for small and medium
companies that need to
automate processes, connect
employees and gain business
insight.
With Sage 100 and 100cloud
get the tools you need to
manage products, orders,
customers, finances, and
operations. And get the insight
you need to reduce costs, stay
in compliance, deliver value to
your customers, and effectively
manage growth.

Sage 100 and Sage 100cloud Benefits
Simple, reliable,
trusted, compliant
software
Powerful
control over
your business
Turbocharge
your
productivity
Run your
business from
anywhere
• Visual Process Flows
• GAAP / IFRS
• Payroll and Tax
• Deployment options
• Role based security
• KPI Dashboards
• Automated workflows
• Auto alerts
• Electronic approvals
• Remote access
• MS Office 365*
• BOTS*
*Coming soon

Shifting market landscape
Forces of Change Product Strategy Pillars
Cloud
Customers for life
Put customers first in everything we do
Winning in the market
Create value for new and existing customers
Revolutionize business
Use smart technology to make customers’
lives easier
Mobile
Social One Sage
One inclusive team of smart experts

Product vision and strategy
Modernization
Product modernization
• User experience modernization and elimination of pain
points such as installation, upgrades, and data security
• Connected cloud apps (e.g. banks feeds, collaboration,
invoicing) and self service (e.g. account management)
• Unparalleled integration of accounting, payments and
payroll
• Simple integration to a large ecosystem of 3rd party
products through standard cloud APIs
• Usage intelligence elevates relevancy of offers and value
• Product migration is as easy as upgrading

Recent deliverables
Current ReleasePrevious Releases
• Payroll 2.18.0 (framework)
• Job Cost to framework
• Mobility for Barcode
• Inactivate warehouse
• Spell Check
• Timecard to framework
• Budgeting & Planning
• Office 365 Contacts
• Reprint SO from History
Strategic alignment,
Payroll; modernization;
mobility
Strategic alignment,
Usage; payroll;
modernization; mobility

12 Month Product Roadmap – Sage 100 and 100cloud
December 2017 (2018.1) March 2018 (2018.2) June 2018 (2018.3) September 2018 (2019.0) December 2018 (2019.1)
Payroll &
Payments
Desktop Payroll:
Payroll 2.18.0
Desktop Payroll:
Payroll 2.18.1
Desktop Payroll:
Payroll 2.18.2
Desktop Payroll:
Payroll 2.18.3
Desktop Payroll:
Payroll 2.19.0
Desktop Payroll:
Timecard to framework
Desktop Payroll:
Time Track Mobile App
Bank Integrations:
Auto Bank Feeds – PLAID
Payment Processing:
EMV Card Support
Connected
ecosystem
Business Intelligence:
Budgeting & Planning
BI:
Global Search
Mobility:
Shop Floor Entry
eCommerce and POS:
e-Commerce – XM Development
Office 365
Cloud Data:
Sage Contacts plug-in
Cloud Data:
Bots
Cloud Data:
Expense Management
Cloud Data:
Paperless Office 365
Experience
Pain Points:
Job Cost updates
Pain points:
Reprint Orders from history
Onboarding:
Customer Marketplace
Modernization:
Work Order to framework
Onboarding:
Account management
Pain points:
Consolidated Invoicing
UX Modernization:
Paperless Office (In Product)
Maintenance
Government compliance:
Tax updates
Tax updates
Tax updates
GAAP compliance:
Revenue recognition
Tax updates
cRequires 100cloud subscription
c
c
c
c
c
c
c
c
c
c
c
c
c
c
c

Product Roadmap – March, 2018
Timecard to framework – updated time
entry functionality on new business object
framework
Customers need modernized
time entry capabilities fully
integrated with payroll, job cost,
and potentially manufacturing
modules.
2018.2
Payroll &
Payments
Desktop Payroll – Timecard to Framework
Connected
ecosystem
Office 365 Cloud data – Sage Contacts
Experience
Pain points – Reprint sales invoices from
history
Maintenance Tax Table Updates

Timecard to framework – updated time entry functionality on new business object
framework

Customers resort to Excel
worksheets to manage budgets
for their business which are hard
to manage and maintain and
existing solutions are cost
prohibitive.
As a benefit of Sage 100c include the
improved Budgeting & Planning solutions with
the new Implementation wizard and pre-
defined budgeting templates
2018.2
Payroll &
Payments
Connected
ecosystem
Business Intelligence  Budgeting &
Planning
Experience
history

Add as a benefit of Sage 100c the improved Budgeting & Planning solution.
Connect to your GL
accounts and
balances with an easy
to follow, step-by-step
tool
Implement-
ation
wizard
Quick-start templates
pre-defined with
commonly used
formulas, columns
and analysis
capabilities
Choice of 4
pre-defined
budget
templates

Office 365 — Contacts; the ability to view
in real-time information related to Sage
100 contacts through Office 365
Customers need real-time access
to information from Sage 100
contacts in Microsoft Outlook or
Skype without needing to launch
the Sage 100 desktop
2018.2
Payroll &
Payments
Connected
ecosystem
Planning
Experience
history

Product Roadmap, March 2018
Office 365 — Contacts; the ability to view in real-time information related to Sage 100
contacts through Office 365

Customers need the ability to
reprint a Sales Order invoice
once it has been processed and
closed when a customer loses or
disputes the delivery or charges.
Invoices are stored in history and
should be available for reprint as
historical documents.
Reprint sales order invoices from history.2018.2
Payroll &
Payments
Connected
ecosystem
Planning
Experience
history

Reprint sales order invoices from history.

Product Roadmap – June, 2018
2018.3
Payroll &
Payments
Desktop Payroll – Time Track Mobile App
Connected
ecosystem
Office 365 Office 365 - BOTS
Experience
Consolidated SO Invoicing
Time Track Mobile App – cloud-based,
mobile application to allow time entry
anytime, anywhere
Customers need modernized
time entry module fully
integrated with payroll, job cost,
and potentially manufacturing
modules.

Time Track Mobile App – cloud-based, mobile application to allow time entry anytime,
anywhere

Artificial intelligence BOTS respond to key
performance indicator queries based on
Sage 100 data
Customers need real-time access
to information from Sage 100
such as key performance
indicators using plain text query
language from mobile devices
2018.3
Payroll &
Payments
Connected
ecosystem
Office 365 Office 365 - BOTS
Experience

Artificial intelligence BOTS respond to key performance
indicator queries based on Sage 100 data
Your highest sales last month
were to Shepard Motorworks.
Awesome! How much were
our sales to them?
We processed 2 invoices totaling
$543,339.95, with a $30,000.00
deposit against the order. They
are a brand new customer as of
last month.
Introducing …

optionally combine multiple Sales
Orders for the same customer,
shipping to the same address into
a single invoice.
Consolidated sales order invoicing
2018.3
Payroll &
Payments
Connected
ecosystem
Office 365 Office 365 – BOTS
Experience

Consolidated sales order invoicing

Customers need an easy to
access, centralized way to
discover, select and consume
additional benefits available to
complement their 100cloud
implementation.
Dedicated HTML landing page within Sage 100c
desktop displaying icons representing Sage and
OEM or Endorsed connected services, linked to
additional information and / or onboarding resources
to enable selection, purchase, and onboarding of
cross-sell / up-sell products and services. Additional
links to allow account management such as adding
user licenses or renewals.
2018.3
Payroll &
Payments
Connected
ecosystem
Office 365 BOTS
Experience

Dedicated HTML landing page within Sage 100cloud desktop displaying icons representing Sage and OEM or
Endorsed connected services, linked to additional information and / or onboarding resources to enable
selection, purchase, and onboarding of cross-sell / up-sell products and services. Additional links to allow
account management such as adding user licenses or renewals.

Product Roadmap – September, 2018
In partnership with PLAID -- Real-time
bank feeds integrated with Bank
Reconciliation download cleared items
and auto match to items in Sage 100
Customers need real-time
access to information on items
clearing their banks versus items
recorded in Sage 100
2019.0
Payroll &
Payments
Bank Integrations — Auto Bank Feeds 
PLAID
Connected
ecosystem
eCommerce and POS — e-Commerce –
XM Development
Business Intelligence  Global Search
Office 365 Expense Management
Experience
Architectural Modernization – WO module
to framework
UX Modernization – Paperless Office 365
(In Product changes)
Maintenance
GAAP Compliance – Revenue
Recognition Engine

Today
Tomorrow
Auto bank feeds

Sage 100 customers have the
ability to create and maintain these
pages, but the technology is aging
and cumbersome. There is a need
for a flexible, affordable service to
address the ever changing needs
of the market.
In partnership with XM Developments deliver
an eCommerce solution that provides on-line
customer self-service capabilities such as
B2B, B2C and Customer portal
2019.0
Payroll &
Payments
PLAID
Connected
ecosystem
XM Development
Experience
to framework
Maintenance
Recognition Engine

eCommerce solution that provides on-line customer self-service capabilities such as B2B, B2C
and Customer portal – XM Developments

2019.0
Payroll &
Payments
PLAID
Connected
ecosystem
XM Development
Experience
to framework
Maintenance
Recognition Engine
In partnership with xkzero introduce a
global “google” like search engine for
Sage 100
Customers need the ability to search
all records and documents in Sage
100 based on random key word
search and then select as needed in
context from the results.

In partnership with xkzero introduce a global “google” like search engine for Sage 100

Customers need the ability to capture
employee expenses and tie them
back to the appropriate job, project,
trip or ledger account in an efficient,
mobile interface … from their phone
or tablet.
Using Office 365 technology introduce
an Expense Management application to
capture and process employee
expenses.
2019.0
Payroll &
Payments
PLAID
Connected
ecosystem
XM Development
Experience
to framework
Maintenance
Recognition Engine

Using Office 365 technology introduce an Expense Management application to capture and
process employee expenses.
Capture Reminder
Code New
Submit Sent
Approve Reject
Expense Draft
Date
09-04-2018
Employee
Barnaby Johansen
$35.25
USD
Business Lunch
Zimmerman Remodel
Amount
Currency
Expense Type
Job / Work Reference
Receipt Attached
Additional Guests
Jacob Zimmerman

Customers need the Work Order
module modernized to the business
object framework standard in order
to seamlessly integrate with the rest
of the solution, be more easily
customizable and integration ready,
and to allow for mobile access.
Architectural modernization – Bring the Work Order
architecture up to the business object framework
standard
2019.0
Payroll &
Payments
PLAID
Connected
ecosystem
XM Development
Experience
to framework
Maintenance
Recognition Engine

Customers need a modernized
method to store and distribute
documents generated in Sage
100.
Paperless Office 365 Using Office 365 and One-
drive we will re-imagine the Paperless Office
feature.
2019.0
Payroll &
Payments
PLAID
Connected
ecosystem
XM Development
Experience
to framework
Maintenance
Recognition Engine

ASC 606 (IFRS-15) changes the
way in which customers are
required to recognize revenue.
Customers need a tool to assist in
categorizing and tracking line
items on orders and contracts in
order to comply with the new
regulations.
GAAP compliance – Revenue recognition
engine2019.0
Payroll &
Payments
PLAID
Connected
ecosystem
XM Development
Experience
to framework
Maintenance
Recognition Engine

Product Roadmap – December, 2018
manage their account with Sage
through a centralized, easy to
locate portal.
Onboarding – Account management2019.1
Payroll &
Payments
Desktop Payroll – 2.19.0
Connected
ecosystem
Shop Floor Entry
Office 365 Paperless Office 365
Experience Onboarding – Account management

Product Roadmap – December, 2018
Onboarding – Account management
Customer Account Management
Thank your for being a loyal Sage 100 customer. From this page you can manage your
account with Sage directly from your desktop. Please select the task you wish to
complete.
Your Sage 100 Account ID:
Manage web contacts
Manage Sage 100 account contacts
Payment information / subscription account information
Manage user counts

enter addresses for business
contacts outside the United
States or North America.
Additional fields and/or expansion
of existing fields is required to
allow for this requirement.
Pain points – International addresses – Expand the
address fields to accommodate global address
requirements

track and dispose of “stale” or
“expired” materials if potency,
health, or other concerns impact
the value of the stock being
tracked.
Pain points – Lot / serial expiry dates – Add expiry
dates to lot and serial tiers in Sage 100 to further
facilitate stock management

Product Roadmap –
Paperless Office 365 Using Office 365 and One-
drive we will re-imagine the Paperless Office
feature.
2019.1
Payroll &
Payments
Desktop Payroll – 2.19.0
Connected
ecosystem
Office 365 Paperless Office 365
Experience Onboarding – Account management
Maintenance
Customers need a modernized
method to store and distribute
documents generated in Sage
100.

Future outlook
• Timecard to
framework
• Garnishments
• Batch entry
Desktop Payroll
• Point of Sale
• eCommerce
Connected
ecosystem
• Inter-company
transactions
• Office 365 and
BOTS
Experience
• Work Order
to framework
• MRP to
framework
Architectural
modernization
Modernization

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

Product Roadmap – October, 2017
2018.0
Payroll & Payments
Desktop Payroll –
Commercial availability
Connected ecosystem
Mobility – Mobile warehouse
- Scanco
Office 365
Experience
Modernization – Job Cost 2.0
Pain points – Spell check
Pain points – Inactivate
warehouse
Maintenance
General release of PR 2.0 – Update to
framework; top enhancements; new tax
engine
Customers need a modern, easy
to use payroll solution that meets
today’s payroll demands and is
flexible enough to accommodate
future demands in this critical
part of their business.

General release of PR 2.0 – Update to framework; top enhancements; new tax engine

Manual transaction entry can be
prone to errors and tedious at
best. The ability to easily import
transaction files or scan entries
improves productivity and
reduces downtime.
Barcode becomes “Mobility” with a complete
update to the module and a brand new name
… plus new scanning apps for iOs or Android
2018.0
Payroll & Payments
Desktop Payroll –
Connected ecosystem
Mobility – Mobile warehouse
- Scanco
Office 365
Experience
warehouse
Maintenance

Barcode becomes “Mobility” with a complete update to the module and a brand new name … plus
new scanning apps for iOs or Android

2018.0
Payroll & Payments
Desktop Payroll –
Connected ecosystem
Bank integration – Auto bank
feeds
Office 365 - Contacts
Experience
warehouse
Maintenance
The Job Cost module still uses
older architecture precluding
customers from using the
advanced customization and
integration advancements.
In partnership with xkzero we are
bringing the Job Cost module to the
business object interface framework.

In partnership with xkzero we are bringing the Job Cost module to the business object
interface framework.
• New setup wizard
• Modernized user interface
• New views and drill-down capabilities
• New dual-grid data entry
• Maintenance and Setup task converted to
framework standard
• Visual Integrator capable
• Expanded Custom Office capabilities
• Resizable screens
• Hyperlinks to related tasks
• Calendar, calculator and similar lookup buttons
• Normalized file structure
• Memos flow to historical files
• Copy record capabilities added
• More …

Add the ability to check the spelling on
common text fields
Customers need to be able to produce and send
professional looking documents, free from
misspelled words.
2018.0
Payroll & Payments
Desktop Payroll –
Connected ecosystem
feeds
Experience
warehouse
Maintenance

Add the ability to check the spelling on
common text fields
• New 100c only feature
• Turn on/off in Library Master
• Right-click to see suggested
corrections or add to dictionary
• Available in GL, AP, AR, IM, SO, PO,
RMA, JC, PR, BM, WO, BR, CI, SY,
and eBusiness Manager
• Works in customizer UDF text fields
as well if the control is added to the
UDF

Customers have created “virtual”
warehouses to workaround the
inability to assign multiple bins in a
single warehouse location, or for other
reasons warehouses have been
created that are no longer in use.
There is a desire to be able to
designate these locations as “Inactive”
and eliminate them from lookups and
future transaction processing.
Add the ability to inactive an existing
warehouse such that future transactions
cannot be received into or distributed
from said location.
2018.0
Payroll & Payments
Desktop Payroll –
Connected ecosystem
feeds
Experience
warehouse
Maintenance

Add the ability to inactive an existing warehouse such that future transactions cannot be
received into or distributed from said location.
New drop-box:
• Active
• Inactive
• Restricted
New behaviors defined based on status
System checking for existing quantities on hand
Usage restrictions based on status
Option to include or exclude from lookups

Sage 100 customers find the
integration to Sage CRM
challenging and need more
seamless interaction.
Update the Sage CRM integration with
Sage 100 to improve the interaction and
make the transfer of data more seamless
2018.0
Payroll &
Payments
Desktop Payroll – Payroll 2.0 GA
Payments – Pain points – Payments setup
wizard
Connected
ecosystem
CRM – Sage CRM Update
Mobile – Mobile Sales
UX Modernization – O365 – Sage 100
anywhere
UX Modernization – O365 – Paperless
Office 365
AP Automation – Beanworks – AP
Automation
Experience
Architectural modernization – Job Cost 2.0
Pain points – Inactivate warehouse
Onboarding – Customer Marketplace
Maintenance

Sage 100 customers with a
mobile sales force need a tool
capable of creating a quote or
order with accurate pricing and
stock status in the field on a
mobile device.
Introduce a mobile sales application that
leverages the full capabilities of Sage 100
on a tablet or other mobile device
2018.0
Payroll &
Payments
wizard
Connected
ecosystem
anywhere
Office 365
Automation
Experience
Maintenance

Introduce a mobile sales application that leverages the full capabilities of Sage 100 on a tablet or
other mobile device

Customers are beginning to think
about business processes as a
natural extension of everyday
tasks. Sage 100 tasks need to be
more accessible during the course
of everyday interactions and work
seamlessly with familiar scheduling
and communication tools.
Sage 100 anywhere — In partnership with
Microsoft Office 365 expand on the proof of
concept to build out mobile access to Sage
100 leveraging the Microsoft graph API
2018.0
Payroll &
Payments
wizard
Connected
ecosystem
anywhere
Office 365
Automation
Experience
Maintenance

Sage 100 anywhere — In partnership with Microsoft Office 365 expand on the proof of concept to
build out mobile access to Sage 100 leveraging the Microsoft graph API
• View documents, records and KPIs
• Create quick quotes in natural
language entry
o Set a calendar reminder
o eMail the customer
o Receive and process an
approval
o Cancel the reminder
o Convert to an order
• Recommend items based on
buying history
• Apply business rules and pricing
Anywhere, Anytime, Any Device

Pre-release to a limited number of Sage
100 partners and customers of the new
Payroll 2.0
Allow partners and customers to
preview new features and
workflows as well as provide
essential feedback prior to
general availability.
2017.2
Payroll & Payments
Desktop Payroll – Partner /
Customer Preview
Click-to-pay – SPS Payment
Center
Connected ecosystem
Beanworks – AP Automation
Experience Payments setup wizard
Maintenance

Pre-release to a limited number of Sage 100 partners and customers of the new Payroll 2.0

Click-to-pay capabilities added to Sage
100 invoices e-mailed through SPS
Payment Center
Customers desire a means to
allow their customers to quickly
submit an electronic payment
upon receipt of a paperless
invoice from Sage 100.
2017.2
Payroll & Payments
Customer Preview
Center
Connected ecosystem
Maintenance

Click-to-pay capabilities added to Sage 100
invoices e-mailed through SPS Payment Center
Product Roadmap – July, 2017
Credit CardElectronic Check (ACH)

2017.2
Payroll & Payments
Customer Preview
Connected ecosystem
Experience
Maintenance
Customers point to the processing
and payment of accounts payable
invoices (including the matching
and approval of purchasing
documents) as one of the most
time consuming tasks in their
organization.
In partnership with Beanworks provide a new
solution that: eliminates lost invoices;
automates approvals, coding and PO
matching; maximizes early payment
discounts; minimizes late payments; improves
cash flow; promotes timely disbursements
2017.2
Payroll & Payments
Customer Preview
Center
Connected ecosystem
Maintenance

In partnership with Beanworks provide a new solution that: eliminates lost invoices; automates
approvals, coding and PO matching; maximizes early payment discounts; minimizes late
payments; improves cash flow; promotes timely disbursements

2017.2
Payroll & Payments
Customer Preview
Center
Connected ecosystem
Maintenance
Set-by-step wizard gathers information
required to successfully setup new
Sage Payment Solutions merchant
account for processing in Sage 100
Multiple steps in multiple
modules are required to
successfully implement payment
processing in Sage 100.

Payments setup wizard
Step-by-step wizard to
set up credit card or
ACH payments
• Easy to complete
• Grid style to enable
multiple entries on a single
screen
• Single point of entry versus
multiple menu items and
tasks

2018.2
Payroll &
Payments
Connected
ecosystem
Office 365 (AP, AR, GL)
Experience
Maintenance
Customers are beginning to think
about business processes as a
natural extension of everyday
tasks. Sage 100 tasks need to be
more accessible during the course
of everyday interactions and work
seamlessly with familiar scheduling
and communication tools.
Paperless Office 365 — In partnership with
Microsoft Office 365 expand on the proof of
concept to build out mobile access to Sage
100 leveraging the Microsoft graph API.
Specifically, leverage Outlook mail capabilities
to deliver documents seamlessly

Paperless Office 365 — In partnership with Microsoft Office 365 expand on the proof of concept
to build out mobile access to Sage 100 leveraging the Microsoft graph API. Specifically, leverage
Outlook mail capabilities to deliver documents seamlessly
Paperless
Office
reimagined
with One
Drive

Processing paper invoices can
be costly and time consuming –
not to mention the delay in
collecting outstanding
receivables and incoming cash
flow.
In partnership with Terms on Time expand
capability to electronically deliver AR and
SO invoices to include “click-to-pay”
capability and an online customer portal
2018.2
Payroll &
Payments
Invoice Presentment — eInvoicing –
Terms on Time
Connected
ecosystem
XM Development
Bank Integrations — Auto Bank Feeds --
PLAID
Office 365
Cloud data – Sage Contacts
BOTS
Experience
history
Maintenance

In partnership with Terms on Time expand capability to electronically deliver AR and SO invoices
to include “click-to-pay” capability and an online customer portal

External Roadmap – Sage 100 and 100cloud

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