Jamie Kandola - The Future of ERP

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Jamie Kandola - The Future of ERP

  1. 1. The Future of ERP: The Road AheadJamie Kandola
  2. 2. Agenda
  3. 3. Sage is #1 Worldwide* A global publicly traded company Sage Over 13,000 employees 15% Over 6 million customers Microsoft Over 25 years of experience 10% Oracle 10%Source: *IDC #220937, Worldwide ERP Others Intuit2008 Vendor Analysis, published December2009. Based on ERP revenue small 51% 6%business; <1000 employees SAP 10%
  4. 4. Sage Product Family in Canada Sage ERP X3 • Global ,Core to Upper Mid Market • Vertical depth: Hard Goods Manuf,Increasing need for Global Approach Chemicals , Food & Bev, Life Sc, WHS Dist 3,000 customers Sage ERP MAS / Accpac • Local & Multi-country operations • Lower to Core Mid Market 75,000 customers Sage Simply Accounting • Local operations • Small Business focus 500,000 customers Increasing Scale and Complexity
  5. 5. See Your Business in a New Way Improve Productivity • Productivity is the key to a thriving business – Get faster and  smarter information access, simplifying processes and  streamlining operations. Envision Success • Bring all of your solutions together across multiple companies  and countries.  Enhanced visibility into business metrics  provides critical information for more insightful planning.  Accelerate Growth • Simplified automation through the right technology and  functionality improves business efficiency, integration and  collaboration facilitating faster growth. 
  6. 6. Sage ERP Accpac Version 6.0Now Available!
  7. 7. Session Overview
  8. 8. What Customers Told Us“Cant find the screen I need”“It takes too many steps”“It needs to be easier to use for new users”“I can’t multi‐task”“To get basic data out of Sage ERP Accpac, I need a Crystal report”
  9. 9. What’s New in Version 6.0 Sage ERP Accpac Portal  Sage ERP Accpac Snapshots Sage ERP Accpac Inquiry Sage ERP Accpac Fiscal Period  Management SageCRM Enhancements
  10. 10. Sage ERP Accpac 6.0 
  11. 11. Hosting your own  Accpac
  12. 12. Sage ERP Accpac 6.0  Demonstration
  13. 13. Version 6.2 2012Version 6.0 Version 6.1 • Approval workflows Q4 2010 Q4 2011 • Payroll web• Portal • User Management • Web Client for Financial• Snapshots • Customizer and Operational modules• Inquiry • Sage Advisor • Improved usability• SageCRM workflow • Mobile support• Fiscal period locking • Expanded virtual platforms 2011 2012 SageCRM v7.1 Q3 2011Intelligence DesignerQ2 2011 • eMarketing • iPhone App• Report Design Wizard • Twitter integration• What-if Scenario Analysis • Total campaign mngmtPayment Processing • MS Exchange integrationQ2 2011 • Interactive dashboard• Credit Card Processing Sage Sales Tax• Integrated to AR and OE Q3 2011
  14. 14. Sage ERP IntelligenceComplex reporting made easy
  15. 15. Intelligence Dashboard Your data  pulled directly  into a familiar  Excel environment
  16. 16. WHAT IS BUSINESS INTELLIGENCE?
  17. 17. BI is… The Art  of analyzing Business Information
  18. 18. How to recognize if you need BI?1. Is Crystal Reports expensive?2. No timely reports?3. Can’t perform in‐depth analysis?4. Difficult to consolidate data? – Multi‐modules – Multi‐company5. Do you require IT resources to create new reports?6. Competing versions of the truth?
  19. 19. Sage Payment SolutionsAvailable May 2011
  20. 20. Sage ERP Accpac Payment Processing Eliminates manual data entry and  reduces the risk of errors  Uses the power of Sage Exchange to  drive payment transactions into  Sage ERP Accpac Reduces fraud exposure and PCI  compliance costs  Improves cash flow management  and forecasting  Provides a consolidated view of  payment activity 
  21. 21. Workflow Example – AR Receipt Payment Simply enter Payment information and select “Charge”
  22. 22. Process Credit Card – Sale Form Select Card ID or Enter Card for One-Time Use Select “Process Payment” to call Sage Exchange
  23. 23. Process Credit Card – Sale Sage Exchange processes payment details
  24. 24. Process Credit Card – Sale Completed Authorization Code and Transaction Information stored securely in Sage ERP Accpac
  25. 25. Payment Processing – Pre-requisites• Sage ERP Accpac 6.0A (or 5.6A)• Sage ERP Accpac 6.0A Product Update 1  (or 5.6 PU3)• Data reactivation required for A/R and O/E after Product Update  (PU1) is installed• Payment Processing module (YP60A.EXE or YP56A.EXE) – option to install Sage Exchange (requires Internet access)• Payment Processing activation is also required• Merchant account with SPS
  26. 26. Sage ERP Accpac Payment Processing Sign up for a Sage Merchant Account  Call 1‐800‐477‐8574 to get connected with your  personal Sage Payments Account Executive Call your Sage Business Partner to order  the no‐charge Module  Sage Payment Processing is free to current  customers on a Sage Business Care Plan 
  27. 27. Learn more at http://www.sageaccpac.com/paymentprocessing Free anytime learning course www.sageu.com/accpac PCI Compliance Information http://www.sageaccpacinfo.com/PCI/ Sage Exchange - Integrated Payment Solutions http://www.sagepayments.com/Sage- Services/Sage-Exchange.aspx The Sage ERP Learning Channel www.youtube.com/user/SageUERPLearning
  28. 28. Version 6.2 2012Version 6.0 Version 6.1 • Approval workflows Q4 2010 Q4 2011 • Payroll web• Portal • User Management • Web Client for Financial• Snapshots • Customizer and Operational modules• Inquiry • Sage Advisor • Improved usability• SageCRM workflow • Mobile support• Fiscal period locking • Expanded virtual platforms 2011 2012 SageCRM v7.1 Q3 2011Intelligence DesignerQ2 2011 • eMarketing • iPhone App• Report Design Wizard • Twitter integration• What-if Scenario Analysis • Total campaign mngmtPayment Processing • MS Exchange integrationQ2 2011 • Interactive dashboard• Credit Card Processing Sage Sales Tax• Integrated to AR and OE Q3 2011
  29. 29. SageCRM CommunicationsOffice worker Remote worker Internet café user Mobile user Calendar Tasks Appointments Contacts
  30. 30. SageCRM Interactive Dashboard
  31. 31. SageCRM for iPhone
  32. 32. Version 6.2 2012Version 6.0 Version 6.1 • Approval workflows Q4 2010 Q4 2011 • Payroll web• Portal • User Management • Web Client for Financial• Snapshots • Customizer and Operational modules• Inquiry • Sage Advisor • Improved usability• SageCRM workflow • Mobile support• Fiscal period locking • Expanded virtual platforms 2011 2012 SageCRM v7.1 Q3 2011Intelligence DesignerQ2 2011 • eMarketing • iPhone App• Report Design Wizard • Twitter integration• What-if Scenario Analysis • Total campaign mngmtPayment Processing • MS Exchange integrationQ2 2011 • Interactive dashboard• Credit Card Processing Sage Sales Tax• Integrated to AR and OE Q3 2011
  33. 33. Sage ERP Accpac Version 6.1 
  34. 34. Learn more at: Free anytime learning course www.sageu.com/accpac 5 minute overview video www.youtube.com/watch?v=HYUErIxYiPgwww.sageerpaccpac6.com Interactive Documentation www.youtube.com/user/SageAccpacDoc
  35. 35. Thank you! Contact Information: Jamie Kandola  jamie.kandola@sage.com

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