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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 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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The Checklist for Modern ERP: ERP Made Sexy

  1. 1. The Checklist for Modern ERP January 14, 2014
  2. 2. Agenda Today: • • • • • Introductions and Housekeeping What is Modern ERP? Comparing the categories Q&A Next Steps
  3. 3. Introductions • Alicia Anderson – Facilitator ▫ Marketing, Blytheco ▫ Atlanta-based
  4. 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. 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. 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. 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. 8. Modern ERP Capabilities •Workflows and Collaboration •Reporting •Mobility •Deployment options
  9. 9. Workflows and Collaboration
  10. 10. Workflows: Legacy ERP
  11. 11. 11 Workflows – Legacy Transitioning to Modern ERP
  12. 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. 13. Workflows – Modern ERP
  14. 14. Collaboration – Legacy ERP
  15. 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. 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. 17. Reporting
  18. 18. Reporting - Legacy ERP
  19. 19. Reporting - Legacy ERP
  20. 20. 20 Reporting - Legacy transitioning to Modern ERP
  21. 21. 21 Reporting - Legacy transitioning to Modern ERP
  22. 22. 22 Reporting - Legacy transitioning to Modern ERP
  23. 23. 23 Reporting - Legacy transitioning to Modern ERP
  24. 24. Reporting - Modern ERP Reporting: Sage X3 • Screen shots needed here
  25. 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. 26. Reporting - Modern ERP Reporting: NetSuite
  27. 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. 28. Mobility
  29. 29. Mobility - Legacy ERP
  30. 30. 30 Mobility – Legacy transitioning to Modern ERP
  31. 31. 31 Mobility – Legacy ERP transitioning to Modern ERP
  32. 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. 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. 34. Deployment Options
  35. 35. 35 Deployment Options - Legacy ERP
  36. 36. Deployment Options - Legacy transitioning to ERP
  37. 37. Deployment Options – Modern ERP
  38. 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. 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. 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. 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. 42. Q&A • Please type your question into the Questions pane on the GoToMeeting dashboard
  43. 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 ▫ solutions@blytheco.com
  44. 44. Thank you!

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