Sage ERP X3 is an ERP solution designed for mid-sized distribution, multichannel retail, and direct marketing businesses. It provides integrated functionality across finance, distribution, CRM, and manufacturing. Key benefits include increased business insight through integrated business intelligence tools, streamlined operations through comprehensive functional integration and advanced workflow, and fostering collaboration through a web-native architecture. The document discusses Sage ERP X3's functionality, technology platform, industry-specific features, customer examples, and total cost of ownership advantages for mid-sized businesses.

1. An Introduction to
Sage ERP X3
For Distribution, Multichannel
Retail & Direct Marketing

2. Mid-Size Businesses
Are Facing New Challenges
Inc
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Source: Aberdeen Group – Business drivers impacting ERP strategies in mid-size companies - Aug. 2008
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3. What Are Your Priorities?
Source: Aberdeen Group – Top strategic actions of mid-size companies – Aug. 2008
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4. Sage ERP X3
Helps Reach Your Goals
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•
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Singular functional integration
streamlines all business
operations.
Functional depth fits the most
sophisticated processes with
limited need for customization.
Real-time statistics and BI tools
provide visibility across all
departments.
International / multi-audit design
helps managing global growth.
Collaborative / open architecture
accelerates information exchange
and guarantees interoperability.
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5. Sage: A Global Market Leader …
Sage
• 3rd largest ERP software
vendor worldwide
• 6.1 million customers
• $2,216m revenue
for year ended 9/30/2009
• 13,400 employees
• Operations in over 150
countries
Oracle
Infor
Microsoft
SAP
Other
Source, Gartner June 2009. Worldwide total ERP software
revenue market share by vendor, 2008
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6. … with a Local Focus
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•
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3.1 million customers in
North America
Over 4,100 employees
A broad range of solutions
designed for the NA market
Serving businesses from 1 to more
than 2,000 employees in all
industries
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7. Providing Solutions for Growing
Businesses
Integrated
Functionality
global
Sage ERP X3
Sage ERP X3
Sage MAS 500
Sage MAS 500
Sage Accpac
Sage Accpac
Sage MAS 90/200
Sage MAS 90/200
# Users
local
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8. Sage ERP X3: A Global Solution
EUROPE
France
Germany
Poland
Portugal
Spain
UK
• 2,500+ customers
in over 40 countries
Belgium
Italy
Netherlands
Switzerland
Austria
RUSSIA
CHINA
NORTH AMERICA
United States
Canada
SOUTH AMERICA
Argentina
AFRICA
South Africa
Algeria
Cameroon
Congo
Gabun
Madagascar
Morocco
Tunisia
Senegal
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MIDDLE EAST
United Arab Emirates
Saudi Arabia
Barhein
Egypt
Jordan
Kuwait
Lebanon
Oman
Qatar
SOUTH EAST ASIA
Singapore
Thailand
Indonesia
Malaysia
AUSTRALIA
New Zealand

9. A Solution Designed to Meet Midsize
Companies’ Unique Requirements
• Sage ERP X3 offers the best combined value for mid-to-large
distributors with:
– Sophisticated business processes and comprehensive
management needs
– Growing, changing operations
– Strong regulatory & quality requirements
– Global management needs
But …
– Short implementation timeframe
– Limited IT staff and resources
– Low user acceptance for complex applications
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10. A Fast Growing
ERP Platform
Version 6
2010
Version 5
40% of today’s users
2007
2007
Version 1.40
2004
2004
Version 1.30
2002
2002
Version 1.20
2000
2000
Version 1.10
1999
1999
Enhanced multi-legislation
accounting, REST architecture
New countries & legislations
New ergonomics, embedded BI
2nd generation workflow engine
Available in 35 countries
Advanced portal, Web-services
Product launch in China
Available in 18 countries
New product architecture:
First Web-native ERP suite for mid-size businesses
Multi-OS engine (Windows, Unix and Linux)
Fully-integrated ERP suite, including manufacturing
Product launch in North America
Available in 5 countries
Product launch in Europe:
finance and distribution suite on Unix
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11. 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
The Sage Application
Framework for the
Enterprise (SAFE X3)
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12. Giving You More, for Less
Inventory & warehousing
• Multi-level warehousing and location
management
• Movements and
transactions
• RF data collection
• Quality control
• Costing
• Physical counting
• Replenishment
• Advanced WMS
with Sage Geode
Finance
General ledger 
Analytical accounting 
Budgeting 
Allocations 
Fixed assets 
Accounts receivable 
Accounts payable 
Purchasing
• Purchase requests
• Encumbrance
accounting
• Requests for proposals
• Purchase orders
• Subcontracting
• Multi-level approval
processing
• Contracts
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Sales
Pricing 
Quotes and
contracts 
Order entry 
Item configurator 
Inventory
allocations 
Delivery scheduling
and shipping 
Invoicing 
Customer returns 
Sales commissions 
CRM
Marketing campaigns
Contact management
Sales force automation
Customer support, call center support
Warranty management, service orders
Knowledge base
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13. Sage ERP X3 Makes a Difference!
• Increased business insight
•
– Integrated business intelligence,
user-defined dashboards, realtime analytics across all functions,
extensive traceability and audit
tools
• Streamlined Operations
Reduced costs
– Proven administrative, operational
and inventory cost reduction after
full implementation
– Low acquisition, implementation,
training and administration costs
•
– Comprehensive functional
integration, advanced workflow,
Sage Visual Processes™,
MS Office integration, state-of-theart ergonomics
Extended flexibility
– Multi-tier, scalable architecture
(up to 1,100 concurrent users),
extensive customization
capabilities, integrated
development environment,
multi-OS/DB
• Enhanced collaboration
– SOA/Web-native architecture,
Web Services, user portal, Outlook
integration, multi-company, multisite and legislations
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14. Improving your Business Performance
Source: Aberdeen Group, ERP in the Mid-Market, Aug. 2008
*Best-in-class: companies making the best use of their ERP system
(implementing more functionality and users, using a newer release, etc.)
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15. Meeting Your Industry Best Practices
 Distribution, Multi-Channel Retail & Direct Marketing
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Hierarchal business partner structure
Line-item level control
Fuzzy logic customer search
Multiple order fulfillment scenarios
per sales channel
Complex order line capabilities
(campaign/price, costing, freight)
Strong workflow collaborative tools
Supports B2B & B2C E-commerce
Promotional coupon and gift
certificates
Campaign management
Customer points program
Phone integration
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•
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Scalable WMS & advanced
location management
functionality
User defined allocations
Automated RF Data collection
Flexible pricing & commission
calculation tools
Web-Service related business
partner communication
EDI
Logistic and Freight solutions
Import Management

16. Fitting Your Way of Doing Business
Sage Visual Processes™
Users get aaclear view
Users get clear view
of their work procedure
of their work procedure
with one-click access
with one-click access
to the underlying ERP
to the underlying ERP
function
function
Select from
hundreds of
predefined
processes
available or
create your
own
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17. What are Customers Saying?
•
“With Sage ERP X3, we gained more functionality than comparable
Tier 2 systems and could afford to license all potential users.
And it is so easy to manage that we were able to expand our system
without additional IT resources.”
Michael Stern, Director of Systems and Procedures, Sconza Candy, Oakland (CA)
•
“Aceto is better managing its inventory, tracking foreign exchange
costs and controlling credit and order approvals.”
Terry Steinberg, CIO, Aceto Corporation, Lake Success (NY)
•
“On-time shipments are now consistently above 90% as opposed to 70
to 85% without Sage ERP X3, and inventory turns increased by more
than 10%.”
Don Lynch, Director of Operations, Golden Artist Colors (NY)
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18. Case Study
 Empowering employees with real-time BI tools
•
Company
– Distributor of heating and air-conditioning equipment and
supplies. Ships products from 10 warehouses
– Based in Phoenix, AZ.
•
Challenges
– Enhance information flow throughout all the branches,
empower employees with Automated Data Collection and
Real Time BI Tools.
– Effective forecasting and multi-site inventory replenishment
control.
– “Out of the box” sophisticated order fulfillment and
inventory sourcing
•
Reasons stated for choosing Sage ERP X3:
– A solid distribution functional backbone with built-in value
added capabilities such as CRM, e-commerce, business
intelligence and integrated data collection.
– Proven expertise in sophisticated distribution business
processes.
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170 ERP users.
Wholesale
distribution.

19. They Are Using Sage ERP X3
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20. It’s All About You
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21. Thank You!
Sage North America
2200 Georgetowne Drive
Sewickley, PA 15143
Tel: 724 933-1377
http://www.sageadonix.com

22. A Cost-Effective Solution
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Ease of parameterization and fast
implementation methodology help
reduce project cost.
Ease of use fosters fast user
acceptance and reduces training.
Extensive functional coverage reduces
the need for complementary
applications and interfaces.
Compliance with open standards
prevents technology lock-in.
Easy system administration and
maintenance enables managing the
system with limited IT staff.
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23. Streamlining Operations
•
•
•
•
•
•
Singular functional integration embraces finance,
distribution, CRM and manufacturing.
State-of-the-art ergonomics and seamless
MS Office integration foster user productivity.
Sage Visual Processes™ improve simplicity for
users and help enforce quality procedures.
Advanced workflow helps automate and improve
control over processes.
Compliance with multiple legislations and
accounting practices enables managing global
businesses within one system.
Supports multiple manufacturing modes
including ATO, MTO, CTO, MTS process, mixed
mode.
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24. Increasing Business Insight
• Integrated business intelligence
(powered by Business Objects™) helps
make faster and better informed
decisions.
• User-defined dashboards and key
indicators help improve control over
business and help focus on
exceptions.
• Real-time analytics and customizable
reports speed up periodic reporting.
• Extensive traceability and audit tools
help prevent and reduce risks.
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25. Fostering Collaboration
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SOA/Web-native architecture and Web
Services (XML, UDDI, WSL, SOAP)
foster collaboration with partners,
suppliers and remote staff.
MS Outlook integration simplifies and
accelerates information exchange.
Multi-company, multi-site capabilities help
manage decentralized organizations.
Supports online sales management (with
optional e-commerce integration tool).
Supports multiple languages, including
English, French, Spanish, Chinese,
German, Portuguese and Italian.
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26. Growing with Your Business
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Flexible multi-tier architecture scales up
to 1,100 concurrent users (benchmarks
up to 1,500 users).
Extensive customization capabilities
adapt to your business environment
and changes.
Integrated development environment
(Java-based) enables enterprisespecific developments by customers.
Multi-OS (Windows, Unix AIX, Linux Red
Hat) and multi-DB (Oracle, Microsoft SQL
Server) foster freedom of choice and
evolution.
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27. Case Study
 A streamlined distribution process
•
Company
– Manufacturer and distributor of natural-ingredient
fragrances and skin and hair care products. Sells thru highend retail, home shopping network, website and
wholesalers. Ships to 61 countries.
•
Challenges
– Support growing distribution channels, including
tremendous store growth in the U.S.
– Apply new technologies to the distribution process without
disrupting service to stores
– A primarily manual warehouse operation was becoming
cumbersome with the company’s growing number of stores
•
Reasons stated for choosing Sage ERP X3:
– Warehouse tracks millions of individual items and
processes 900 units per hour – double prior to
implementation
– 15 percent more pieces per hour than their previous
average pick rate
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47 ERP users in
North America (NY)
$500m worldwide.
Personal products
distribution &
manufacturing

28. Sample of Customers
 Distribution
Ramsey, NJ-based M. Rothman & Co., Inc. is a national
distributor of consumer electronics, representing 26 major lines.
Annual sales exceed $100 million, and the company processes over
400,000 individual drop ship orders per calendar year.
(75 Sage ERP X3 users)
http://www.mrothman.com
Located in Piqua, OH and employing over 120 people, A.M.
Leonard is a 123-year-old family-owned company that provides
professional grade-quality products to the Horticultural Industry. The
company is a leading multichannel direct marketer specializing in
horticultural tools and supplies for nursery workers, landscapers,
foresters, arborists, and contractors. The company also operates
Gardener’s Edge, a consumer catalog geared toward the serious
home gardener.
(90 Sage ERP X3 users)
http://www.amleo.com
Fixtures Luxury Kitchen and Bath sells high-end appliances
and fixtures by manufacturers like Miele, Thermador, Bosch,
Hansgrohe and Dornbracht.
(20 Sage ERP X3 users)
http://www.fixtureskb.com
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29. Sample of Customers
 Distribution
Hoya Vision Care of the Americas is a Lewisville, TX-based
manufacturer and distributor of high quality eye-care products and
services. The company supplies a complete range of lens designs,
coatings and materials to eye care professionals located within the
U.S., Canada and South American countries.
(20 Sage ERP X3 users)
http://www.hoyavision.com
Russell Sigler, Inc., headquartered in Phoenix, AZ, is a leader in
the HVAC industry, operating 10 locations in six cities throughout the
southwest U.S. With annual revenues in excess of $100 million, the
company provides air conditioning contractors with all the necessary
equipment, parts and supplies for installing and maintaining quality air
conditioning systems, including the Carrier and Bryant product lines.
(180 Sage ERP X3 users)
http://www.siglers.com
Pompaction specializes in the distribution, rental, maintenance and
repair of pumps and related equipment. The company is based in
Point-Claire, Quebec, Canada.
(40 Sage ERP X3 users)
http://www.pompaction.com
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30. Sample of Customers
 Distribution
Headquartered in France, with U.S. operations based in New York
City, L’Occitane En Provence is a supplier of cosmetics, skin care
and fragrance products for women, men and the home.
(50 Sage ERP X3 users)
http://www.loccitane.com
CRP Industries is an importer and high volume distributor of
automotive and industrial products located in Carteret, NJ. Their
extensive product line spans markets covering automotive
replacement parts, high-speed motors and industrial hoses. The
automotive replacement segment is a core business of CRP, servicing
customers such as BMW of North America and Volkswagen of
America.
(65 Sage ERP X3 users)
http://www.crpindustries.com
Huddle House, Inc., the Atlanta-based 410-unit nationwide family
restaurant franchise, offers a wide variety of cooked to order food.
Located in 16 states throughout the Southeast, Missouri and midAtlantic regions, the company’s annual system-wide sales surpass
$230 million.
(30 Sage ERP X3 users)
http://www.huddlehouse.com
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31. Sample of Customers
 Distribution
Acrodex Inc. is a full spectrum, enterprise-wide information
technology solutions provider with service offerings ranging from
Hardware Provisioning, Software Licensing, Managed Services and
Professional Services. The company has a staff base of over 500 IT
professionals with offices in Edmonton, Calgary, Toronto, Winnipeg,
Regina and Vancouver.
(80 Sage ERP X3 users)
http://www.acrodex.com
Located in Freeport, PA, Carson Industries is a wholesale
manufacturer and distributor of home accents to specialty retail stores
nationwide and is a leader in the gift, garden and home décor markets.
http://www.carsonindustries.com
Based in Paris with U.S. operations in New York City, Alain Mikli
designs and distributes high-end handmade eyeglasses and
accessories featuring unique colors and shapes. The company
employs over 200 people with worldwide sales of nearly $52 million.
http://www.mikli.com
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32. Sample of Customers
 Distribution
St. Laurent, Quebec-based HyperTec Group consists of several
vertically integrated companies offering a broad range of information
technology products and services, including HyperTec Systems, one of
Canada’s largest suppliers of technology products and services to
industrial, commercial and financial corporations, and Ciara
Technologies, a world-class technologies provider that manufactures
and sells state-of-the-art servers, supercomputer clusters, storage
solutions and a variety of computer systems.
(75 Sage ERP X3 users)
http://www.hypertec-group.com
Lafont Company is a premier distributor of unique and stylish
eyeglass frames with U.S. headquarters in New York, NY. The
company is well known for producing frames in styles, shapes and
colors that stand out from its competitors.
(20 Sage ERP X3 users)
http://www.lafont.com
Kelco Supply Company distributes funeral supplies for the
deathcare profession. The company is located in Minneapolis, MN.
(20 Sage ERP X3 users)
http://www.kelcosupply.com
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33. Sample of Customers
 Distribution
Sligh is a family owned furniture manufacturer located in Holland, MI.
Now under fourth-generation Sligh family management, the company
manufactures and markets high-quality home office, home
entertainment and home library furniture.
(20 Sage ERP X3 users)
http://www.sligh.com
Based in West Homestead, PA, Gipson Bearing supplies bearings
and other industrial replacement parts to metal, mining and power
generating companies primarily in Pennsylvania, Ohio, West Virginia,
and Maryland. In addition to the company’s core products of bearings,
seals, sprockets, chain and v-belts, many new products have been
added over the years such as shock absorbers, valves, lubricants, and
industrial skin care products to serve its broad customer base.
http://www.gipsonbearing.com
Long Island, NY-based Austin Productions is a leading
manufacturer and importer specializing in sculpture and home
furnishing décor featured in the finest retailers throughout the world.
The company has 350 employees in five locations around the world.
(40 Sage ERP X3 users)
http://www.austinpro.com
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