Asyma E3 Conference

1. The Future of ERP: The Road Ahead
Jamie Kandola

2. Agenda

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 Intuit
2008 Vendor Analysis, published December
2009. Based on ERP revenue small
51% 6%
business; <1000 employees SAP
10%

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. 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. Sage ERP Accpac Version 6.0
Now Available!

7. Session Overview

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. 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. Sage ERP Accpac 6.0

11. Hosting your own
Accpac

14. Sage ERP Accpac 6.0
Demonstration

15. Version 6.2
2012
Version 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 2011
Intelligence Designer
Q2 2011 • eMarketing
• iPhone App
• Report Design Wizard
• Twitter integration
• What-if Scenario Analysis
• Total campaign mngmt
Payment Processing • MS Exchange integration
Q2 2011 • Interactive dashboard
• Credit Card Processing Sage Sales Tax
• Integrated to AR and OE Q3 2011

16. Sage ERP Intelligence
Complex reporting made easy

17. Intelligence Dashboard
Your data
pulled directly
into a familiar
Excel
environment

18. WHAT IS BUSINESS INTELLIGENCE?

19. BI is…
The Art
of analyzing
Business Information

20. 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‐company
5. Do you require IT resources to create new reports?
6. Competing versions of the truth?

21. Sage Payment Solutions
Available May 2011

22. 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

23. Workflow Example – AR Receipt Payment
Simply enter
Payment
information and
select “Charge”

24. Process Credit Card – Sale Form
Select Card ID or
Enter Card for
One-Time Use
Select “Process
Payment” to call
Sage Exchange

25. Process Credit Card – Sale
Sage Exchange
processes
payment details

26. Process Credit Card – Sale Completed
Authorization Code
and Transaction
Information stored
securely in Sage
ERP Accpac

27. 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

28. 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

29. 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

30. Version 6.2
2012
Version 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 2011
Intelligence Designer
Q2 2011 • eMarketing
• iPhone App
• Report Design Wizard
• Twitter integration
• What-if Scenario Analysis
• Total campaign mngmt
Payment Processing • MS Exchange integration
Q2 2011 • Interactive dashboard
• Credit Card Processing Sage Sales Tax
• Integrated to AR and OE Q3 2011

31. SageCRM Communications
Office worker Remote worker Internet café user Mobile user
Calendar Tasks Appointments Contacts

32. SageCRM Interactive Dashboard

33. SageCRM for iPhone

34. Version 6.2
2012
Version 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 2011
Intelligence Designer
Q2 2011 • eMarketing
• iPhone App
• Report Design Wizard
• Twitter integration
• What-if Scenario Analysis
• Total campaign mngmt
Payment Processing • MS Exchange integration
Q2 2011 • Interactive dashboard
• Credit Card Processing Sage Sales Tax
• Integrated to AR and OE Q3 2011

35. Sage ERP Accpac Version 6.1

37. Learn more at:
Free anytime learning course
www.sageu.com/accpac
5 minute overview video
www.youtube.com/watch?v=HYUErIxYiPg
www.sageerpaccpac6.com Interactive Documentation
www.youtube.com/user/SageAccpacDoc

38. Thank you!
Contact Information:
Jamie Kandola
 jamie.kandola@sage.com