Retirement Planning Session
September 12, 2013
•
•
•
•
•
Agenda
Simply Put
Sage will end all
support and updates
after March 30, 2014
Sage has announced
that they plan to reduce
the numb...
What to Expect
• Tax Updates, payroll Updates and 1099
Updates for 2013 only
• Sage will not release any 2014 updates
• Sa...
What to Expect
September
Final PU3
Program Fixes
Only
V5.9.3
December
1099 Updates
for 2013
March 31, 2014
End of all
prod...
Things to Consider: Transition
What are your data migration
needs?
Will new system replicate current
financial report fu...
Things to Consider: Deployment
Can your environment and staff
maintain an unsupported
application?
Is a hardware investm...
Cloud computing is a
style of computing
in which dynamically
scalable and often
virtualized resources
are provided as a
se...
Why Move to the Cloud?
Types of Clouds: Public Cloud
Services are delivered
to the client via the
Internet from a third
party service provider.
S...
Types of Clouds: Private Cloud
Operated solely for a
single
organization, whether
managed internally or
by a third-party a...
Types of Clouds: Cloud Apps
A software package
that can be accessed
through a web
browser, residing on a
central server ra...
Cloud ERP: What to Expect
No additional
platform licenses
needed
No software
maintenance
Included
unlimited
support
Includ...
What are your Options?
Stay on your
SagePFW
w Care Plan
Move to
Hosted
SagePFW
Move to
Microsoft
Dynamics GP
Move to
Hoste...
Stay on SagePFW
• Best effort plan
• Unlimited application support for SagePFW
solution
• Limited time - available for one...
Hosted Sage PFW
Hosted SagePFW with a Support Plan
• Predictable investment, minimal upfront costs
• Unlimited application...
Microsoft Dynamics GP
On Premise Dynamics GP
• Easy to learn, it works like and with the
Microsoft Office systems you alre...
Hosted Microsoft Dynamics GP
vCloud Dynamics GP
• Predictable investment with minimal upfront costs
• Limited disruption d...
Dynamics GP Functionality
Financial Management
Business Intelligence
Human Resources
Reporting
Supply Chain
Payroll
Formul...
Dynamics GP Business Intelligence
Things to Consider: Partner
Is the partner’s business stable?
Do they have business & industry experience?
Will they pr...
Things to Consider: Partner
Effective Deployment
After the
successful launch
of your new
system, we
continue to
provide on...
Takeaways
• Evaluate the option that makes
most sense for your business
and budget
• Schedule your planning session
QUESTIONS?
Contact Information
Bob Ellson
bellson@verticalsol.com
412.779.2430
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Sage PFW Retirment Planning

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As a Sage PFW customer, you most likely have been bombarded with info on your transition options. With Sage’s rapidly approaching deadline for a full credit trade-in, you may be feeling the pressure.

Don’t panic – it is a retirement, not a funeral!

As one of the largest Sage PFW partners, Vertical Solutions has understood PFW systems. We are offering options. You can transition today. Or, you can stay supported on Sage past its retirement date, and make plans to transition later.
This session covered: why it is important to have a plan for Sage PFW end of life, what to expect, what to consider and your options - including hosted Sage PFW and transition to Microsoft Dynamics GP.

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  • Definition•Cloud computing is …. .•Cloud computing describes a new supplement, consumption and delivery model for IT services based on Internet, and it typically involves the provision of dynamically scalable and often virtualized resources as a service over the Internet
  •  Save MoneyEliminate purchasing and maintaining a serverReduce software license fees and maintenanceSave TimeVery little software is installed or maintained at your siteSoftware is easily accessible from any workstation with internet access
  • Public cloud is a term used to describe the common cloud computing model whereby a service provider makes resources like software or data storage available over the internet. While the public cloud is big business and attracts the world’s largest providers, like Amazon Web Services and IBM, access to the public cloud itself is often inexpensive or free to establish and users are often, but not always, smaller scale enterprises or individuals. The public cloud is sometimes regarded as less secure than private clouds
  • Offering resources (infrastructure and applications) as servicesFlexibility and scale that meet client demandsResource sharing among a large number of usersMeasurement and payment according to use of the serviceUse of Internet protocols and technologies to access cloud resources
  • .
  • .
  • Sage PFW Retirment Planning

    1. 1. Retirement Planning Session September 12, 2013
    2. 2. • • • • • Agenda
    3. 3. Simply Put Sage will end all support and updates after March 30, 2014 Sage has announced that they plan to reduce the number of supported ERP products from 12 to 3. The end of life process is starting with Sage Pro and PFW Why Retirement Planning Matters
    4. 4. What to Expect • Tax Updates, payroll Updates and 1099 Updates for 2013 only • Sage will not release any 2014 updates • Sage PFW will not be certified or supported for any new platform System functionality always available - platform technology will continue to age
    5. 5. What to Expect September Final PU3 Program Fixes Only V5.9.3 December 1099 Updates for 2013 March 31, 2014 End of all product updates for Sage PFW Remaining Product Updates February Final PU2 Program Fixes Only V5.9.2
    6. 6. Things to Consider: Transition What are your data migration needs? Will new system replicate current financial report functionality? Do you have requirements for integrations with other tools & technologies?
    7. 7. Things to Consider: Deployment Can your environment and staff maintain an unsupported application? Is a hardware investment required? Have you budgeted for surprise issues? Considered benefits of moving to the cloud?
    8. 8. Cloud computing is a style of computing in which dynamically scalable and often virtualized resources are provided as a service over the Internet Simply Put Obtaining processing, storage, and applications– from someplace outside your own four walls, and paying only for what you use What is Cloud Computing?
    9. 9. Why Move to the Cloud?
    10. 10. Types of Clouds: Public Cloud Services are delivered to the client via the Internet from a third party service provider. Service providers own and operate the infrastructure. 10
    11. 11. Types of Clouds: Private Cloud Operated solely for a single organization, whether managed internally or by a third-party and hosted internally or externally. 11 VCloudVertical Solutions
    12. 12. Types of Clouds: Cloud Apps A software package that can be accessed through a web browser, residing on a central server rather than installed on a desktop 12
    13. 13. Cloud ERP: What to Expect No additional platform licenses needed No software maintenance Included unlimited support Included upgrades & payroll services Predictable monthly fees Included backup & disaster recovery Redundant security No hardware purchase Included data storage 24x7 performance monitoring Remote help desk support Fast network recovery time
    14. 14. What are your Options? Stay on your SagePFW w Care Plan Move to Hosted SagePFW Move to Microsoft Dynamics GP Move to Hosted Dynamics GP
    15. 15. Stay on SagePFW • Best effort plan • Unlimited application support for SagePFW solution • Limited time - available for one year from the official end of life date On Premise SagePFW with a vCare Plan
    16. 16. Hosted Sage PFW Hosted SagePFW with a Support Plan • Predictable investment, minimal upfront costs • Unlimited application support • Proactive management of your IT • Data backup and disaster recovery • 24x7x365 monitoring & management • Guaranteed system availability
    17. 17. Microsoft Dynamics GP On Premise Dynamics GP • Easy to learn, it works like and with the Microsoft Office systems you already use • Connects the full range of functionality across your organization • Utilizes your current data recovery and backup processes • Substantial investment by Microsoft guarantees an enhanced and supported system
    18. 18. Hosted Microsoft Dynamics GP vCloud Dynamics GP • Predictable investment with minimal upfront costs • Limited disruption during transition to new system • Unlimited application support • Proactive management of patches and updates • Data backup and disaster recovery • 24x7x365 monitoring and management • Guaranteed system availability • Microsoft Office Standard included • Microsoft guarantees an enhanced and supported system
    19. 19. Dynamics GP Functionality Financial Management Business Intelligence Human Resources Reporting Supply Chain Payroll Formulation Office Integration Laboratory Lot Traceability Costing Workspace Collaboration Compliance Quality Control Productions Planning
    20. 20. Dynamics GP Business Intelligence
    21. 21. Things to Consider: Partner Is the partner’s business stable? Do they have business & industry experience? Will they provide references? Have they achieved certifications? Do they consider the features you need? Is the team technologically proficient? Do they have a history of effective deployments?
    22. 22. Things to Consider: Partner Effective Deployment After the successful launch of your new system, we continue to provide on-going support . This is delivered through our help-desk, updates, free webinars and user group sessions. Ongoing Support The final production system is now completed, with legacy data migrated to the new system. All of the resources of the team are on- site and ready to make the final transition to the new system. Implement and Go-Live Building on the pilot system and utilizing data migrated from SagePFW, Step 3 begins the process of teaching new system users the best practices and procedure. Train, Test and Accept Using the review, Vertical Solutions proceeds to construct a pilot system, which will be used to validate the business processes and system functionality specified in the project plan. Design, Develop and Build The first step begins by conducting a thorough review of the business requirements and processes, to determine those aspects of the business that may need improvement and refinement. Analyze, Plan and Understand
    23. 23. Takeaways • Evaluate the option that makes most sense for your business and budget • Schedule your planning session
    24. 24. QUESTIONS?
    25. 25. Contact Information Bob Ellson bellson@verticalsol.com 412.779.2430

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