NetSuite vs. Sage: Which Software is Right for Your Company?
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Find out how two of the leading ERP vendors’ products compare in the key areas that matter to you in this complimentary webinar. Especially now that Sage has announced new products including X3 Cloud and Sage Live, it’s important to compare each solution to see which option is best for your organization. In this live webinar, you’ll hear: - What is X3 Cloud? Is it user friendly? What features does it offer? - How does NetSuite compare in terms of functionality, and what industries does it best serve? - What does Sage Live offer for your organization? Will the increased access help you manage your business? - What are the advantages and disadvantages of each of these solutions in a head-to-head comparison? - And much more View the recorded webinar at http://www.blytheco.com/webinars/record.asp?event=9012
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NetSuite vs. Sage: Which Software is Right for Your Company?
- 1. www.blytheco.com Presented by Blytheco We will begin momentarily…
- 3. Welcome! Today’s Agenda Introductions Solution Overviews Common Strengths: NetSuite and X3 Differentiators: NetSuite and X3 Sage Live Q&A
- 4. How to Participate Today • Arrow = Open/close your panel • Questions = Submit text questions • Follow-up email with video link
- 5. Introductions Skip Hulme X3 Practice Leader, Blytheco Laguna Hills, CA Office 25 years of professional experience in application design and development, product management, and technology consulting Former Senior Product Manager for both Sage 500 and Sage X3 at Sage North America Central role in developing the localized version of the X3 Standard Edition, including its Implementation Methodology and Kit.
- 6. Introductions Mike Fron NetSuite Practice Leader, Blytheco Laguna Hills, CA Office 24 years of extensive business system and management consulting experience, specializing in cloud-based solutions including NetSuite, Epicor, and Microsoft Dynamics. Broad industry experience including in financial, manufacturing, entertainment, retail, software development, wholesale/distribution, health care, and non-profit markets.
- 7. Audience Poll… Are you currently using an ERP, or Business Management Software, or are you looking for the first time? Yes, we have a Sage solution Yes, we have a NetSuite Solution Yes, we have another solution Not using a solution yet — looking for the right one
- 9. NetSuite Overview World’s most deployed cloud ERP suite Used by 24,000+ organizations Used across 100+ countries Enables 2.2M+ business users/quarter Fastest growing FMS/ERP company Founded 1998 Publicly traded on NYSE: “N” Offices in 12 countries 3400+ employees $556M annual revenue in 2014(34% Growth) Background Performance
- 10. Top 10 Cloud Companies to Watch #1 Cloud ERP Suite Industry Recognition Best Relationship Mgt. Best Business Software Best Cloud Platform Fastest Growing Top 10 FMS Vendor 3rd Year Running Best Financial Management NetSuite Overview
- 11. NetSuite: The #1 Cloud Business Software Suite AfterBefore Siloed information Disparate processes Limited visibility and access for decentralized employees One version of data enterprise-wide Streamlined, integrated processes Complete visibility and management from virtually any mobile device
- 12. One Unified System to Run Your Business Web Store Order Management Purchasing Inventory Financials CRM Marketing Support Business Intelligence
- 13. 360° Real-time Visibility into Your Business
- 15. Sage Overview World’s third largest supplier of ERP solutions World’s largest supplier to small business Over 6 million customers worldwide Solutions used in 100+ countries 1.9 million support contracts with 36,000+ calls per day Publicly traded on LSE: “SGE” Constituent of FTSE 100 Index Offices in 24 countries 14,000+ employees 2014 Revenue of £1,306.8 million Background Performance
- 16. Web Portal Visual Processes Workflow & Alerts Business Intelligence Document Management MS Office Integration Search Engine Customer Service Manufacturing Accounting & Finance Sales PurchasingInventory Web-Native Choice of Platforms Rich Functionality Enhanced Usability Highly Personalizable Built to Extend X3 is modern, comprehensive and robust. Sage X3 Overview
- 17. Sage X3 Market Footprint 25% 20% 14% 14% 13% 13% North America Customers Hard Goods Manufacturing Food & Beverage Chemicals Wholesale Distribution Life Sciences Other Global Presence 5100+ Customers 236,000+ Users 100+ Countries Key Strengths Breadth of Core Features Flexibility to Adapt and Grow Simplicity for Users Cost Effective Design Global Capabilities Scalability and Mobility
- 18. Sage X3: Automated Management Processes Event driven, rule based workflow engine. Multi-level signature management. E-mail notifications and response.
- 19. Sage X3: Intuitive, Process-Oriented Workspace On-screen guidance through standardized process flows. One-click access to any function in the system. Over 140 customizable templates provided out of the box.
- 20. NetSuite and Sage X3: Common Strengths Strong Reporting and Analytics Scalable and Extendable Support for the Global Business Web Deployment and Mobility Workflows and Collaboration Customizable/Configurable Supported by Blytheco
- 21. Head to Head Comparison # Standard ERP Functionality NetSuite Sage X3 1 Accounting/Financials 2 CRM/Sales Force Automation 3 Marketing Automation 4 Sales Order Management 5 Purchasing Management 6 Inventory Management 7 Ecommerce/Web Store 8 Customer Service/Support 9 Discrete Manufacturing 10 Process Manufacturing 11 Analytics/Business Intelligence 12 Reporting/Interactive Drilldown 13 Customer/Vendor/Employee Portals 14 Workflow Automation 15 Anytime/Anywhere Access
- 22. # Core ERP Solution Differences NetSuite Sage X3 X3 Cloud 1 Platform Architecture Cloud-Based On-Premise/Private Cloud Cloud-Based 2 Licensing Model Subscription Perpetual Subscription 3 Infrastructure Included Customer or Host provides and supports Included 4 Maintenance Included Optional after Year 1 Included 5 Support Optional Included with Business Care Plan Included 6 IT Management Included Provided by Local Resources or Host Included 7 Implementation Time 3-6 Months 4-8 Months 4-8 Months So What Are the BIG Differences?
- 23. Amazon Web Services (AWS) Infrastructure Multi-tenant SaaS application layer Dedicated single-tenant data storage Identical Code Base Across All Sage X3 Offerings On-premise Managed hosting (aka private cloud) Cloud / SaaS Some Initial Limitations to be Addressed Selected features not yet released for cloud Customization of business logic not yet supported Availability of add-ons and third-party solutions NEW Offering: X3 Cloud
- 24. Sage X3: Notable Strengths Choice of On-Premise or Cloud Process Manufacturing Container Tracking for Overseas Procurement Customer Service
- 25. Sage X3: Process Manufacturing Recipe/Formula Management Advanced Unit of Measure Conversion Lot/Serial/Expiration Tracking Complete Forward and Backward Traceability Quality Control Audit Trails and Electronic Signatures
- 26. Sage X3: Container Management Support Global Procurement Track Floating Inventory • Containers • Vessels • Ports • Lead Times Manage Landed Costs
- 27. Sage X3: Customer Service Flexible Search Single Point of Control Call, Task and Appointment Tracking
- 28. Sage X3: Consider When… Cloud is not a viable option Choice of platform is important Advanced or specialized vertical needs or pains International expansion Manufacturing needs Regulatory compliance and audit sensitivity
- 29. NetSuite: Notable Strengths Mature Cloud-Based Solution Global Business Management Retail / Omni-Channel (eCommerce Ready) Service Resource Planning (SRP)
- 30. Omni Channel Ecommerce Web Store Order Management Purchasing Inventory Financials CRM Marketing Support Business Intelligence
- 31. SRP – Project Dashboard Project Dashboard Project Center Dynamic Project Gantt Chart Visual, Graphical Analysis Auto-updating of Dashboard & KPIs Up-to-Date Project Health Monitoring
- 32. SRP – Resource Allocation & Scheduling Resource Allocation and Scheduling Real-time/Dynamic Allocation Chart Resource Skills Tracking & Info Intuitive Visual User Interface
- 33. SRP – Project P&L Project P&L Project Budgeting Real-Time Visibility into Project Costs, Revenue, Margins, and Profitability Project Job Costing and Reporting Time Tracking via Weekly Timesheet Mobile Timesheet and Expense Management
- 34. NetSuite: Consider When You Need… Anytime, Anywhere Access Unify Enterprise Business Processes No IT Support or Infrastructure Global Operating Ease Commerce Ready for Web & Retail Extend Processes to Customers, Suppliers and Partners
- 35. NEW Offering: Sage Live SaaS delivered on Salesforce.com infrastructure Anytime, anywhere access Salesforce1 development platform Rapid development with full suite of tools and services (e.g. devices, language, security, etc.) Standardized integration (e.g. AppExchange) More… Manage your business from any device
- 36. NEW Offering: Sage Live Designed for small to medium-size businesses (Sage One?) Pricing starts at $15/user per month Complementary strengths / strategy Sage accounting and European market presence Salesforce CRM and US market presence Sample dashboard
- 37. Please type your questions into the Questions Pane on your GoToMeeting Dashboard. Q & A
- 38. Get a free 2-hour consultation Want more info on finding the right ERP software? Get the ERP Evaluation Mistakes to Avoid PDF Questions? 949.583.9500, x2500 or solutions@blytheco.com Next Steps?
Editor's Notes
- Kathy – Intro
- Kathy speaking
- Kathy speaking
- Kathy speaking
- Kathy speaking. Thanks for participating in the poll…we are now going to jump right into a closer look at our two solutions, starting with Mike and a high-level overview of NetSuite
- Kathy speaking: Thanks for participating in the poll… And now here’s Mike Fron to give us the overview of NetSuite. Mike?
- NetSuite was founded by Larry Ellison and Evan Goldberg in 1998, and is a publicly traded company. Their vision encompassed three big ideas: Offer an integrated ERP Suite of applications… Which can be accessed via the internet, AND Which can power the growth of companies, While not tying them down with huge costs including hardware, software, maintenance, etc. Today, NetSuite has a corporate presence in 12 countries, and is used by 20,000+ organizations across 150+ countries.
- NetSuite has over 2,000 employees, and had $415M in revenue for their 2013 Fiscal Year. NetSuite is recognized as the #1 Cloud ERP Suite, and is a trusted ERP platform of many leading brands.
- Before NetSuite, the typical way a business might have approached its systems may have evolved like this. The Accounting Department would select their financial system, the Sales Department would select their SFA system, the Marketing Department would select their system, and the Support Department might select yet another system. Over time, the result of this fragmented approach is what we call “The Hair Ball Syndrome” leading to Siloed Information Disparate Processes, and Time Consuming Data Management Efforts Unlike other systems, NeSuite is One Unified System for running your entire business. NetSuite is a cloud-based ERP system that not only provides core accounting capabilities, but enterprise-class CRM, Marketing Automation, Support, Inventory, Ecommerce, and robust Business Intelligence, Analytics, and Reporting. NetSuite pioneered a powerful role-based user experience, delivering an intuitive way for each person to manage their functional day-to-day tasks. In addition to enabling business users such as the CEO, CFO, Sales Reps, and Customer Support, NetSuite empowers true self-service for Customers, Vendors and Partners.
- With NetSuite, you can manage your entire business with one unified integrated system. This includes your website, order management, inventory management, Purchasing Management, financials accounting, payroll, CRM, marketing, business intelligence and more.
- Mike speaking: And now here’s Skip Hulme to give the Sage Solution overview
- Skip speaking
- Skip speaking – at a high level, X3 brings many areas of your business under one umbrella…
- Skip speaking – this is a snapshot of the presence of X3 and industry segments it plays in in the US
- Skip speaking – what does this mean? Accelerate and control business processes with automated workflows and alerts
- Skip speaking: Empower ERP users with an intuitive navigation through business processes Develop ease of use and ability for small businesses to reduce training time and help employees fill in for each other. Skip transition to Mike: Now we’re going to look closer at some areas of commonalities between the systems and some key areas of differences.
- Mike speaking
- Skip starts speaking. Out of box functionality. Throw to Mike to jump in and add comments.
- Mike to kick off, Skip jump in for dialogue.
- Skip speaking
- Skip speaking
- Skip speaking
- Skip speaking
- Skip speaking
- Skip speaking: Skip transition to Mike – Let me now toss it back to Mike to talk about the strength areas where NetSuite performs strongly
- Mike speaking
- Mike speaking
- A new Project Dashboard in NetSuite gives project managers a visual, graphical analysis of the status of specific projects. Project managers can see at a glance important key performance indicators (KPIs) such as which projects are on time, under budget and destined for success. For those projects that are behind, you can use the dashboard to quickly drill down and identify the root cause. As team members enter information, dashboard updates automatically to provide you with an up-to-date view of the current health of your projects, while it's happening. The dashboard can be customized easily. You can show and hide any of the charts displayed to ensure that you have the right information at the right time. And you can select the data you want to display in each chart. Lastly,
- As a project or resource manager, one of the most important aspects of your role is to monitor the allocations for each of your resources so that you can effectively balance their workloads. Some resources might be over-allocated while others might be under-allocated. With SRC, NetSuite introduces simplified project workflow, team collaboration and resource allocation, all with drag-and-drop simplicity. The new dynamic, real-time Resource Allocation Chart provides an intuitive visual representation that enables project and resource managers to view an individual resource's workload and availability, supporting efforts to optimize resource management. You can now review how efficiently your resources are being utilized and whether you need to make any adjustments by viewing their workloads and availability. The Resource Allocation Chart empowers users to manage resource allocations (edit, create, drag and drop), and search, view, match and select resources for allocation to projects.
- Lastly, let’s take a look at the Project P&L capabilities of SRP. With the new Project P&L tab in NetSuite Version 2014 Release 1, project managers benefit from having real-time visibility into costs, revenue, and margins of a project. Such presentation of data, without having to go through the reporting engine, gives a clear picture to the project manager about financial status of individual projects – knowing whether a given project is overshooting budget or making enough margin or not. This helps project manager’s make prudent financial decisions during the course of project planning and execution. The new timesheet feature in allows companies to track time in bulk using timesheets rather than individual time entries. The new Project Job Costing functionality enables companies to capture actual labor costs and post them to the GL. It gives project managers the ability to track costs down to the detail for every project.
- Mike speaking
- Skip speaking
- Skip speaking
- Kathy facilitating Q&A, reading the questions aloud to Mike and Skip
- Kathy speaking.
- Kathy speaking, wrap up.