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Taking Sage 100 to Sage ERP X3 Webinar

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Many Sage 100 customers are seeking a solution for the next phase of their business lifecycle. The next step for many Sage 100 customers is Sage ERP X3, the enterprise level ERP solution. …

Many Sage 100 customers are seeking a solution for the next phase of their business lifecycle. The next step for many Sage 100 customers is Sage ERP X3, the enterprise level ERP solution.

Know your options - review our webinar featuring a panel of experts from Blytheco to see a comparison of the products, and the pros and cons of moving to X3.

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  • 1. Taking Sage 100 to X3 Comparing the Solutions and Finding the Best Fit For You February 11, 2014
  • 2. Agenda Today: • Introductions and Agenda for today • Solution Highlights • Q&A
  • 3. Introductions • Alicia Anderson – Facilitator ▫ Marketing, Blytheco
  • 4. Skip Hulme • X3 Practice Manager, Blytheco • 25 years of professional experience in application design and development, product management, and technology consulting • Senior Product Manager for both Sage 500 and Sage ERP X3 at Sage North America • Central role in developing the localized version of the X3 Standard Edition, including its Implementation Methodology and Kit.
  • 5. Charles Rogers • Sage Solution Architect • Blytheco's Laguna Hills, CA office. • Specializes in training and solution design for Sage 100 ERP, BusinessWorks, Distributing and Manufacturing, Crystal Reports and FRx. • Over twenty years of Sage 100 ERP experience as an end user, consultant and Certified Trainer. He is a Certified Trainer for Sage 100 ERP, Sage Intelligence, BusinessWorks, Crystal Reports, FRx. • Has received the ATC National Trainer of the Year award.
  • 6. X3 is Powerful Automation plus Integrated Business Processes Streamline operations with end-to-end process integration ACCOUNTING & FINANCE General ledger AR/AP Payments Cost accounting Budgeting Allocations Fixed assets Multi-currency, multicompany, multilegislation/multi-chart of accounts SALES Pricing, quotes & contracts Order entry Product configuration Inventory allocations Delivery scheduling & shipping Invoicing Customer returns Sales commissions PURCHASING Purchase requests Encumbrance accounting Requests for proposals Purchase orders Outsourcing/Sub-contracting Multi-level approval processing Contracts Invoice tracking INVENTORY Multi-level warehousing and location management Movements and transactions RF data collection Quality control Costing Acquisition price tracing Inventory control Procurement CUSTOMER SERVICE Contact management Customer support Warranty management and service orders Knowledge base Campaigns MANUFACTURING Routings Discrete or process batch flow BOM/Formula management MPS/MRP Technical data configurator Costing Quality control Forward/backward traceability Shop floor control Capacity planning Manufacturing Accounting & Finance Web Portal Visual Processes Workflow & Alerts Customer Business Intelligence Service Document Management MS Office Integration Search Engine Inventory Purchasing Sales
  • 7. Common X3 Misconceptions… • X3 does not provide support for standard US requirements, such as check printing and 1099 reporting • The X3 development platform is proprietary • X3 won’t run on my Mac • X3 cannot support my accounting and financial reporting needs
  • 8. Are you looking for…? ▫ Global operations ▫ Growth/Scalability ▫ Automated Processes and Workflows ▫ Real-time insights into operations ▫ Deployment options ▫ Specialized functionality
  • 9. Audience Poll: • Are you starting to feel the “pain” of growth or business changes causing you to rethink Sage 100 as your solution? ▫ We are feeling those pains. ▫ We are not feeling those pains now but we might in the future. ▫ No pain – just curious.
  • 10. Global Operations ▫ ▫ ▫ ▫ ▫ Multi-company/site Multi-legislation Multi-language Multi-currency Multi-ledger
  • 11. Head Quarter € Group $ £ ¥ Legal Company Financial Site Legal Company Financial Site
  • 12. Capacity for Growth  SQL Server and Oracle database support  Windows, Linux and Unix support  N-Tier Architecture
  • 13. Capacity for Growth – 4 tier
  • 14. Capacity for Growth • Scalability beyond 1000 concurrent users • Diversify server loads • Scale up processing capacity
  • 15. Processes • Visual Processes • Rolebased • Workflow
  • 16. Sage 100 Visual Processes
  • 17. Automated Workflow ORDER CREATION Amount > 30,000 ? yes - client code no • Real time tracking of your process • Compliant with the latest financial rules (SOX, LSF….) - products/items - total amount Criteria Choice Automatic Message to the appropriate recipients • Increase your team’s reactivity • Secured and track your sensitive data
  • 18. Processes ▫ Integrated workflow (notifications, process automation) ▫ Improves data flow and accuracy ▫ Streamlines common tasks to let staff focus on more complex problems ▫ Graphical editor for building interactive processes ▫ Links to ERP functions, reports, documents and procedures… ▫ Simplifies the user training, improves the efficiency
  • 19. Insights ▫ Personalized dashboard portals adapted by drag and drop ▫ Combine real-time data from a variety of sources ◦ Gadgets: KPIs, Requesters, RSS feeds, web pages, visual processes, and more ▫ Management by Exception ▫ Direct, interactive access to underlying transaction detail
  • 20. Insights • Real-time views with actionable data • Adapted to the requirements of each individual’s job function • Increased focus on items needing attention • Individual users can have multiple dashboards serving specific purposes
  • 21. Deployment Options  Native web/browser client  Built-in web services for third-party integration  V7 (due May 2014) provides complete browser and operating system independence  Mobility
  • 22. 23 Mobility for Sage 100
  • 23. 24 Mobility for Sage 100
  • 24. Deployment Options • Eliminates cost for terminal server to provide remote access • No client install with the Web Client • Simplifies integration with third-party applications and services
  • 25. Specialized Functionality • Process Manufacturing o Formula Management o Quality Control o Compliance • Container Management • Customer Service
  • 26. Formula Management ▫ Multiple Units of Measure ▫ Complex UOM conversions (e.g. weight, volume, linear) ▫ Scalable batch size ▫ Percentage-based recipes ▫ Co-products/By-products ▫ Weighing scales
  • 27. Quality Control ▫ Standards enforcement  Predefine test procedures and result formats with technical sheets  Manage QC status of inventory based on test results  Maintain QC history  Update lot characteristics at scheduled control points (expiration, lot name, user defined attributes)
  • 28. Compliance ▫ OSHA, 21 CFR Part 11 (medical devices, etc.), FSMA/HAACP (food and beverage)     Lot, sub-lot, serial tracking Expiration/shelf-life management Forward and backward traceability Audit trails, security, digital signatures
  • 29. Container Management • Global business • Shipping containers • Tracking floating inventory • Landed costs
  • 30. Customer Service ▫ Service Contracts, Invoicing and Renewals ▫ Warranty Coverage and Association ▫ Service Callers and Service Contractors ▫ Tracking of “Units” Sold To Customers (i.e. ▫ ▫ ▫ Installed Base) Service Requests  Assignments by Skill Groups  Assignments to Sites, Queues, Servicemen or Sales  Service Contract Control Solution Knowledge Base Service Responses  Use of Internal Servicemen or Contractors  Qualification Control and Schedule Control  Ability to Create New Business Opportunities
  • 31. Q&A • Please type your question into the Questions pane on the GoToMeeting dashboard
  • 32. Next Steps? • More in the webinar series: ▫ March 11 - Netsuite and Sage ERP X3: Solution Spotlight • Missing something in your system? ▫ blyOptimize to assess how to get you there • Perform your own Gap Analysis • See a demo of Modern ERP ▫ 800.425.9843, extension 2501 ▫ solutions@blytheco.com
  • 33. Thank you!