The next step for many Sage 500 customers is migrating to Sage ERP X3, the enterprise level ERP solution. Join the experts at Blytheco and RKL eSolutions to learn about your options - join us to see a direct comparison between the Sage 500 and Sage ERP X3, and the pros and cons of moving to X3.

1. Taking Sage 500 to X3
Comparing the Solutions and Finding the Best Fit For You
December 10, 2013

2. Agenda Today:
•
•
•
•
Introductions and Agenda for today
Panel discussion questions
Solution Demo
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. Joe Noll
•
•
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•
•
President, RKL eSolutions LLC
Sage ERP X3 Certified Technical and Developer
Sage 500 ERP Certified Technical and Developer
SQL Server 2008:Microsoft Certified Master
SQL Server: MCITP Developer & MCITP Administrator

6. Philip Laing
• Solution Architect, Blytheco
• Over ten years of experience crafting solutions for
companies such as Archer Daniels Midland, Boeing, and
Pepsi Cola.
• Technical advisor and product advocate.

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. 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/Subcontracting
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

9. Are you looking for…?
▫ Global operations
▫ Growth
▫ More streamlined processes
▫ Real-time insights into performance
▫ Deployment options
▫ Specialized functionality

10. Global Operations
▫ Multi-legislation
▫ Multicompany/site
▫ Multi-currency
▫ Multi-ledger

11. Global Operations
 Accounting Model
 Legal Reports
 Fixed Assets family
 Fiscal Year end closing
 Tax Management (e.g. - VAT)

12. Head
Quarter
€
Group
$
£
¥
Legal
Company
Financial Site
Legal
Company
Financial Site

13. Capacity for Growth
 SQL Server and
Oracle database
support
 Windows, Linux and
Unix support
 N-Tier Architecture

14. Capacity for Growth – 2 tier

15. Capacity for Growth – 4 tier

16. Capacity for Growth
• Scalability beyond 1000 concurrent users
• Diversify server loads
• Scale up processing capacity

17. Processes
•Drilldown
•Workflow
•Role-based
•Visual Processes

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. Visual Process

20. Workflows
ORDER
CREATION
Amount
> 30,000 ?
yes
- client code
- products/items
no
• A real time tracking
of your process
• Compliant with the latest
financial rules
(SOX, LSF….)
- total amount
-…
Automatic
Message to
the
appropriate
recipients
Criteria
Choice
• increase your team’s
reactivity
• Secured and track
your sensitive data

21. Insights
▫ User portal customizable by drag and
drop
▫ Dashboards
▫ KPIs
▫ Management by Exception (requesters)
▫ Direct access to detail

22. Insights
▫ Critical information at a glance
▫ Publication of KPIs

23. Insights

24. 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

25. • 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)

26. Deployment Options
• Eliminates cost for terminal server to provide remote access.
• No client install with the Web Client.

27. Specialized Functionality

28. Container Management
•Global business
•Shipping containers
•Tracking floating
inventory

29. Quality Control
▫ Rules to enforce
standards
 Test a product on the
basis of a technical sheet
 Modify status of a
product based on results
 Update Lot
characteristics following
a control point (expiry
information, lot
name, user defined
attributes)

30. Compliance
▫ OSHA, 21 CFR Part 11 (medical
devices, etc.), FSMA/HAACP (food and beverage)
 Forward and backward serial number tracking
 Forward and backward lot tracing
 Audit trails, security, digital signatures

31. Service
▫
▫
▫
▫
▫
▫
▫
Service Contracts, Invoicing and Renewals
Warranty Coverage and Association
Service Callers and Service Contractors
Tracking of “Units” Sold To Customers
Service Requests



Assignments by Skill Groups



Use of Internal Servicemen or Contractors
Assignments to Sites, Queues, Servicemen or Sales
Service Contract Control
Solution Knowledge Base
Service Responses
Qualification Control and Schedule Control
Ability to Create New Business Opportunities

32. Solution Presentation

33. Q&A
• Please type your question into the Questions
pane on the GoToMeeting dashboard

34. Next Steps?
• January 14 Webinar: The Checklist for Modern
ERP: ERP Made Sexy
▫ https://www1.gotomeeting.com/register/6821893
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• Additional Resources
▫ “What’s Next” Whitepaper
▫ A Look at the Verticals
▫ Both available here
• 21 CFR Part 11 Whitepaper
• Gap Analysis

35. Thank you!