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The Checklist for Modern ERP: ERP Made Sexy


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Who says ERP can't be glamorous, even sexy? Modern capabilities in systems such as Sage ERP X3 and Netsuite transform your business process with a streamlined user interface, integrated workflows, and …

Who says ERP can't be glamorous, even sexy? Modern capabilities in systems such as Sage ERP X3 and Netsuite transform your business process with a streamlined user interface, integrated workflows, and robust features, all backed up by reliable technology with your choice of deployment platform. Modern ERP is the secret sauce behind growing, forward-looking companies.

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  • 1. The Checklist for Modern ERP January 14, 2014
  • 2. Agenda Today: • • • • • Introductions and Housekeeping What is Modern ERP? Comparing the categories Q&A Next Steps
  • 3. Introductions • Alicia Anderson – Facilitator ▫ Marketing, Blytheco ▫ Atlanta-based
  • 4. Skip Hulme • Sage X3 Practice Manager • In Blytheco’s Laguna Hills, CA office • 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. Rick Cobb • • • • NetSuite Solutions Architect Sage Pro Consultant In Blytheco's Denver, CO office Over twenty-four years of business information system implementation experience, plus certifications in Sage Pro ERP, Sage 100 Extended Enterprise Suite, and is a SalesLogix LAN Engineer.
  • 7. 7 What is “Modern ERP”? • Capabilities based on technology improvements that help improve business performance • Available in newer solutions such as NetSuite and Sage ERP X3 • Also available as traditional ERP systems (such as Sage 100) evolve.
  • 8. Modern ERP Capabilities •Workflows and Collaboration •Reporting •Mobility •Deployment options
  • 9. Workflows and Collaboration
  • 10. Workflows: Legacy ERP
  • 11. 11 Workflows – Legacy Transitioning to Modern ERP
  • 12. 12 Workflows – Modern ERP • Intuitive navigation through business processes • On-screen guidance through procedures. • One-click access to any functions of the system. • Automated alerts to accelerate and control business processes • Event driven, rule based workflow engine. • Multi-level signature management. • E-mail notifications and response.
  • 13. Workflows – Modern ERP
  • 14. Collaboration – Legacy ERP
  • 15. Collaboration – Modern ERP Customers CFO CEO MANUFACTURING Shipping Manager Production Manager Vendors ECOMMERCE SINGLE DATA SOURCE ERP CRM+ Sales Rep/ Manager Ecommerce Manager Partners
  • 16. Workflows and Collaboration How does it help you? ▫ Enforce business rules consistently and automatically ▫ Nothing falls through the cracks ▫ Reduces time spent on tracking things down ▫ Increases visibility of workflow of team members  Including vendors/partners/customers ▫ Focuses attention on highvalue activities ▫ Focuses attention on exceptions Custom approval processes Drip marketing campaigns Data entry validation/enforcement Notifications Support Collections Sales Custom user interfaces (UI) Use your imagination!
  • 17. Reporting
  • 18. Reporting - Legacy ERP
  • 19. Reporting - Legacy ERP
  • 20. 20 Reporting - Legacy transitioning to Modern ERP
  • 21. 21 Reporting - Legacy transitioning to Modern ERP
  • 22. 22 Reporting - Legacy transitioning to Modern ERP
  • 23. 23 Reporting - Legacy transitioning to Modern ERP
  • 24. Reporting - Modern ERP Reporting: Sage X3 • Screen shots needed here
  • 25. 25 Reporting - Modern ERP • Simple intelligence tools: no need for Excel programming, database synchronization or ERP data import/export. • Stay ahead of trends and unveil opportunities with easy-to-use business analysis tools and reports
  • 26. Reporting - Modern ERP Reporting: NetSuite
  • 27. Reporting: Modern ERP How does it help you? – Easy for the end-user and intuitive – Real-time information for decision-making – Personalized, easily configured – Out of the box
  • 28. Mobility
  • 29. Mobility - Legacy ERP
  • 30. 30 Mobility – Legacy transitioning to Modern ERP
  • 31. 31 Mobility – Legacy ERP transitioning to Modern ERP
  • 32. Mobility - Modern ERP Mobility Complete visibility and management from your mobile device Self-Service Submit web based time and expenses and requests via the web Self-serve customers, vendors, partners Visibility from Anywhere Real-time role based dashboards Self-service reporting and analytics Personalized
  • 33. Mobility - Modern ERP How does it help you? ▫ Enables collaboration with partners and vendors ▫ Keeps teams productive when they are on the road and in the field ▫ Reduces IT workload
  • 34. Deployment Options
  • 35. 35 Deployment Options - Legacy ERP
  • 36. Deployment Options - Legacy transitioning to ERP
  • 37. Deployment Options – Modern ERP
  • 38. Deployment Options – Modern ERP • User-centric collaborative workspace • Secure access to functions and data via local and extended networks, including https mode • Fully Web services compliant (XML, UDDI, WSDL, SOAP, REST)
  • 39. Deployment Options - Modern ERP How does it help you? ▫ Scalability ▫ Greater processing capacity ▫ Data centers often do a better and cheaper job than many companies can do on their own ▫ Reduces IT workload ▫ Choice of server platforms (X3) ▫ Available anywhere, on any device, at any time
  • 40. 40 To sum up… • Modern capabilities help you take advantage of technology improvements to improve business performance. • Available in new systems and as add-ons to traditional systems.
  • 41. 41 Feel like your system needs a refresh? • • • • Bly:Optimize – Business Process Optimization Service exclusively for Blytheco customers Consultant evaluation and “tune up” Understand what’s available, what would improve performance • Clear, cost-effective recommendations
  • 42. Q&A • Please type your question into the Questions pane on the GoToMeeting dashboard
  • 43. Next Steps? • More in the webinar series: ▫ February 11 - Taking Sage 100 to Sage X3: Comparing the Solutions and Finding the Best Fit for You ▫ March 11 - Netsuite and Sage ERP X3: Solution Shootout • Missing something in your system? ▫ blyOptimize to assess how to get you there • • • • Perform your own Gap Analysis More must-haves? Top 10 Checklist PDF Attend a Sage Inspire Tour meeting in your city. See a demo of Modern ERP ▫ 800.425.9843, extension 2501 ▫
  • 44. Thank you!