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Sage ERP X3, The Evolution
Unleashed
James Tang & Paraman Srivatsalan
Mid-Size Businesses are Facing New Challenges
Source: Aberdeen Group – Business drivers impacting ERP strategies in mid-size companies - Aug. 2008
What Are Your Priorities?
Source: Aberdeen Group – Top strategic actions of mid-size companies – Aug. 2008
Overview
• General Description of Sage ERP X3:
Sage ERP X3 is a fully integrated management software suite
designed to meet midsize business’ requirements for
functionality advanced yet simple and cost-effective business
applications.
Ergonomics and meaning full technology
• Features of x3 technology
• Multi- companies, multi-sites, multi-languages, multi -legislations
• Web client
• Web portal
• Graphical processes
• Built-in workflow engine
• Graphical requester
• Microsoft office integration
• BI
Sound Technology Choices
• Multi-tier, scalable system
architecture
• No technology lock-in
– SOA / Web Services
– Multi-OS / Multi-DB
• Web 2.0 Portal
Technology
• Embedded BI
Singular Functional Integration
Giving You More, for Less
CRM
• Marketing campaigns
• Contact management
• Sales force automation
• Customer support, call center support
• Warranty management, service orders
• Knowledge base
Outlook, and Office Synchronization :
SageERPX3



 Calls
 Appointment
 Task
 Contacts
Microsoft®
Outlook®
Giving You More, for Less
Sales
• Pricing
• Quotes and contracts
• Order entry
• Item configurator
• Inventory allocations
• Delivery scheduling and shipping
• Invoicing
• Customer returns
• Sales commissions
Giving You More, for Less
Purchasing
• Purchase requests
• Encumbrance accounting
• Requests for proposals
• Purchase orders
• Subcontracting
• Multi-level approval processing
• Contracts
Giving You More, for Less
Inventory & warehousing – Distribution
• Multi-level warehousing and location management
• Movements and transactions
• RF data collection Quality control
• Costing
• Physical counting
• Replenishment
• Advanced WMS with Sage Geode
Giving You More, for Less
Manufacturing
• Routings
• Discrete or Process/continuous batch flow
• BOM / Formula management
• MPS/MRP
• Technical data configurator
• ATO, MTO, CTO, MTS or mixed process
• Weighing scales
• Costing
• Quality control
• Shop floor control
• Capacity planning
Giving You More, for Less
Finance
• General ledger
• Analytical accounting
• Budgeting
• Allocations
• Fixed assets
• Accounts receivable
• Accounts payable
Product Presentation
Sage ERP X3 Version 6.0
Service Offering
BAASS’ Approach to X3 Implementation
Implementation Approaches
• Consultative Intensive (SAP, Oracle…)
- Do it for you
• Shrink Wrapped (Simply, QuickBooks…)
– DIY
• Mid-Market/Collaborative Approach (Accpac, X3…)
– Do it with you
Implementation Services
• Project Management
• Business Requirements Analysis
• Business Consulting
• Educational Services
• Business Process Documentation
• Business Scenario Development
• User Operating Procedures/Work Instructions
• End User Training
• Post Implementation Optimization
Technical Services
• System Admin Training
• Toolset Training
• Data Conversion Assistance
• Business Intelligence Assistance
– Crystal Reports
– User Defined Inquiries
– Business Statistic
– Dashboards/Portals
• Application Customization
• Remote IT Assistance
Improving your Business Performance
Source: Aberdeen Group, ERP in the Mid-Market, Aug. 2008
Customers By Category - Preview
• Hard Goods Mfg
• Distribution
• Life Sciences
• Food and Beverage
• Chemicals
Questions ?
Talk to your Account Manager to take a detail look at
Sage ERP X3
For your Business
Thank You

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Sage ERP X3, The Evolution Unleashed

  • 1. Sage ERP X3, The Evolution Unleashed James Tang & Paraman Srivatsalan
  • 2. Mid-Size Businesses are Facing New Challenges Source: Aberdeen Group – Business drivers impacting ERP strategies in mid-size companies - Aug. 2008
  • 3. What Are Your Priorities? Source: Aberdeen Group – Top strategic actions of mid-size companies – Aug. 2008
  • 4. Overview • General Description of Sage ERP X3: Sage ERP X3 is a fully integrated management software suite designed to meet midsize business’ requirements for functionality advanced yet simple and cost-effective business applications.
  • 5. Ergonomics and meaning full technology • Features of x3 technology • Multi- companies, multi-sites, multi-languages, multi -legislations • Web client • Web portal • Graphical processes • Built-in workflow engine • Graphical requester • Microsoft office integration • BI
  • 6. Sound Technology Choices • Multi-tier, scalable system architecture • No technology lock-in – SOA / Web Services – Multi-OS / Multi-DB • Web 2.0 Portal Technology • Embedded BI
  • 8. Giving You More, for Less CRM • Marketing campaigns • Contact management • Sales force automation • Customer support, call center support • Warranty management, service orders • Knowledge base
  • 9. Outlook, and Office Synchronization : SageERPX3     Calls  Appointment  Task  Contacts Microsoft® Outlook®
  • 10. Giving You More, for Less Sales • Pricing • Quotes and contracts • Order entry • Item configurator • Inventory allocations • Delivery scheduling and shipping • Invoicing • Customer returns • Sales commissions
  • 11. Giving You More, for Less Purchasing • Purchase requests • Encumbrance accounting • Requests for proposals • Purchase orders • Subcontracting • Multi-level approval processing • Contracts
  • 12. Giving You More, for Less Inventory & warehousing – Distribution • Multi-level warehousing and location management • Movements and transactions • RF data collection Quality control • Costing • Physical counting • Replenishment • Advanced WMS with Sage Geode
  • 13. Giving You More, for Less Manufacturing • Routings • Discrete or Process/continuous batch flow • BOM / Formula management • MPS/MRP • Technical data configurator • ATO, MTO, CTO, MTS or mixed process • Weighing scales • Costing • Quality control • Shop floor control • Capacity planning
  • 14. Giving You More, for Less Finance • General ledger • Analytical accounting • Budgeting • Allocations • Fixed assets • Accounts receivable • Accounts payable
  • 16. Service Offering BAASS’ Approach to X3 Implementation
  • 17. Implementation Approaches • Consultative Intensive (SAP, Oracle…) - Do it for you • Shrink Wrapped (Simply, QuickBooks…) – DIY • Mid-Market/Collaborative Approach (Accpac, X3…) – Do it with you
  • 18. Implementation Services • Project Management • Business Requirements Analysis • Business Consulting • Educational Services • Business Process Documentation • Business Scenario Development • User Operating Procedures/Work Instructions • End User Training • Post Implementation Optimization
  • 19. Technical Services • System Admin Training • Toolset Training • Data Conversion Assistance • Business Intelligence Assistance – Crystal Reports – User Defined Inquiries – Business Statistic – Dashboards/Portals • Application Customization • Remote IT Assistance
  • 20. Improving your Business Performance Source: Aberdeen Group, ERP in the Mid-Market, Aug. 2008
  • 21. Customers By Category - Preview • Hard Goods Mfg • Distribution • Life Sciences • Food and Beverage • Chemicals
  • 22. Questions ? Talk to your Account Manager to take a detail look at Sage ERP X3 For your Business Thank You