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Welcome! 
Start Time: 2:00pm EST
2 
Webinar Details 
• Presentation is roughly 1 hour 
• All phone lines are muted 
• If anyone has any questions during this webinar – please type them in 
your Questions Box located at the bottom of your webinar panel
3 
Today’s Agenda 
• Welcome & Introductions – Today’s Presenters 
• Technology Trends for Manufacturing 
• Q & A 
• Closing Summary
4 
Today’s Agenda 
Technology Trends for Manufacturing 
• SAGE Annual Manufacturing Survey 
 Trends and Goals 
 Priorities to Meet Objectives 
 New Technology Investment 
• General Examples of Modern ERP Functionality 
• Manufacturing Pain Points 
• Manufacturing Mobility Solution 
 WOScan & JOScan
5
6 
Today’s Presenters 
Howard Finestone 
ERP (Sage 100) Practice Director 
Net@Work 
Paul Cusano, CPA 
President/CEO 
SourceOne Systems 
Joe Bisaha 
President 
JDB Solutions Group
7
Revenue $605m 
2,750 employees 
Revenue $1,230m 
7,765 employees 
Revenue $229m 
1,785 employees 
Revenue $65m* 
1,300 employees 
*for 2011 at time of acquisition 
6 million + 
customers 
worldwide 
Sage 
Worldwide 
Major player in the small 
business market, leader in 
Canada, and one of the leaders 
in key verticals 
Entered the Brazilian market 
in 2012 
Market leader in all key 
countries Market leader in South Africa
• Second annual manufacturing survey 
• Small and midsized U.S. manufacturers and distributors 
• 90%+ of U.S. manufacturers considered small businesses 
• Survey conducted November‐December 2013 
9 
Sage Manufacturing Survey 
Background
Increased confidence in economy: 
• 36% expect stronger economy (27% in 2012) 
• 48% expect it to remain the same (57% in 2012) 
10 
Sage Manufacturing Survey 
Key Findings 
36% 
27% 
48% 
57% 
2013 2012 2013 2012 
Expect stronger economy Expect it to remain the same
Sage Manufacturing Survey 
Key Findings 
11 
49% 
Orders 
42% 
Production 
25% 
Exports
12 
Sage Manufacturing Survey Trends 
Current areas seen as having most positive impact on their businesses: 
68% 
Stronger Domestic 
Demand 
37% 
The Global 
Economic Recovery 
26% 
“Reshoring” of 
Manufacturing
40% 
of manufacturers 
mentioned “reshoring” of 
manufacturing as a future 
driver of business growth 
and having an impact on 
their businesses.
14 
Sage Manufacturing Survey Trends 
“Reshoring” enables business growth by: 
• Offering greater flexibility to meet demands. 
• Producing smaller lots. 
No offshore manufacturing plans 
to other countries 
5% plan on bring production back to U.S.
Top Investment Priorities: 
15 
Sage Manufacturing Survey Trends 
Investment in mobility 
tools is empowering 
businesses to succeed 
53% Increase Sales 
36% Invest to Develop New Markets 
36% Increase Productivity
16 
Manufacturing Pain Points 
Real‐Time Job Information 
• Do you know where Job ABC is in the building? 
• Where is the Job out on the floor? 
• Do you know where “Joe Employee” is working today? 
• How many pieces have been done so far? 
• Can you read the handwriting? I can’t! 
If you spend FIVE hours per week chasing after answers to 
these shop floor questions, this equates to 250 HOURS of 
LOST PRODUCTIVITY per year, Not to mention $ 1,000’s of 
dollars in LOST INCOME.
46% 
plan to invest in 
new technology 
in next six 
months.
18 
Sage ERP Solutions 2014
Reduce excess inventory by 10%‐15% 
and improve inventory turns 
Reduce working capital and free up 
15%‐20% of cash tied into inventory 
Improve fill rates by 2%‐10% and 
eliminate stock outs 
Reduce time spent on forecasting by 
as much as 50% 
19 
Sage Inventory Advisor 
Sage ERP Data Cloud
Improve customer service with real‐time 
mobile communications and 
service histories. 
Improve cash‐flow with mobile credit 
card acceptance. 
Schedule work, view completed orders, 
invoice and analyze from web portal. 
Reduce costs and improve customer 
satisfaction with optimized scheduling. 
20 
Sage Mobile Service 
Sage ERP Data Cloud
Create proposals on‐the‐go, with 
inventory and prior history showing. 
Increase revenue per sale with a 
compelling sales catalog on a tablet. 
Complete credit card sales and invoice 
customers on the go. 
Get instant analytics on your sales and 
customers. 
21 
Sage Mobile Sales 
Sage ERP Data Cloud
Instant electronic invoices accelerate 
billing without stuffing envelopes. 
Easy click‐to‐pay and account views 
for customers accelerate payments 
Automatic payment reminders and 
payment confirmations accelerate 
and improves collections 
22 
Sage Billing and Payments 
Sage ERP Data Cloud
23
24 
Manufacturing Automation and Shop Floor Data Collection 
Current and Future State Process Maps 
You first have to determine how your manufacturing moves 
through your production process. 
• Current State Process Mappings 
• Future State Process Mappings 
 Track your jobs through the process. 
 Tracking can be Human or Machine/Tool based 
 There are 2 types of tracking once you know what you want to track. 
• Shop Floor Logistics 
• Labor. Material, QC and Live Shop Floor Information 
What does this look like and how does it benefit me?
25 
Manufacturing Automation and Shop Floor Data Collection 
Efficiencies in Manufacturing 
Improved Efficiencies: 
With the correct process flows in affect and a accurate and easy shop floor tracking system it is 
not uncommon to get extreme efficiency ratings in your manufacturing environment 
We have tracked customers with labor efficiency’s in the 95% ‐ 98% increases. That means you can account for 
most if not all of your employees labor and usage on the shop floor. 
Physical Inventory counts drastically decreased. There have bee success stories of companies having $150,000 per 
month physical adjustments decreased to under $10,000 per month in adjustments with continual increases expected.
26 
Manufacturing Automation and Shop Floor Data Collection 
Current and Future State Process Maps 
How do we obtain such efficiencies??? 
Labor 
• Start tracking productive labor period 
• Then start tracking non‐productive labor 
• Incorporate comparisons to Payroll Labor 
Material 
• Issue material more dynamic on the shop floor 
• Stop back flushing or auto issuing 
• Implement a BOM or Route Maintenance program
27 
Manufacturing Automation and Shop Floor Data Collection 
Remember These Pain Points? 
• Do you know where Job ABC is in the building? 
• Where is the Job out on the floor? 
• Do you know where “Joe Employee” is working today? 
• How many pieces have been done so far? 
• Can you read the handwriting? I can’t!
28 
Manufacturing Automation and Shop Floor Data Collection 
Shop Floor Monitoring and Real Time Dashboards 
Implement Real Time Monitoring and dash‐boarding!!!
Manufacturing Automation and Shop Floor Data Collection 
Shop Floor Monitoring and Real Time Dashboards 
Implement Real Time Monitoring and dash‐boarding!!! 
29
Manufacturing Automation and Shop Floor Data Collection 
Shop Floor Monitoring and Real Time Dashboards 
Implement Real Time Monitoring and dash‐boarding!!! 
30
Manufacturing Automation and Shop Floor Data Collection 
Efficiencies in Manufacturing 
By implementing Dashboards Manufacturers will 
greatly decrease the amount of time spent looking 
for information with number ranging from 43%‐89%. 
Also with centralized and shared data your 
supervisors, management and customer service 
people now all can work together and make better 
decisions with more accurate and real time 
information. 
31
32 
In Conclusion: Recapping Key Points 
Technology Trends for Manufacturing: 
• SAGE Annual Manufacturing Survey 
 Trends and Goals 
 Priorities to Meet Objectives 
 New Technology Investment 
• General Examples of Modern ERP Functionality 
• Manufacturing Pain Points 
• Manufacturing Mobility Solution 
 WOScan & JOScan
Please type in 
your questions 
Start Time: 2:00pm EST
For more information about how “Modern ERPs” can impact your business, contact: 
34 
Thank You! 
Paul Cusano, CPA 
SourceOne Systems 
6163 East Molloy Road 
East Syracuse, New York 13057 
Phone: 315‐437‐1130 
Fax: 315‐437‐3232 
Cell: 315‐278‐1422 
pc@sourceonecpa.com 
Howard Finestone 
Net@Work 
Phone: 800‐719‐3307 Ext. 0816 
Direct: 781‐713‐0816 
hfinestone@netatwork.com

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Technology Trends: Modern ERP for Manufacturing

  • 1. Welcome! Start Time: 2:00pm EST
  • 2. 2 Webinar Details • Presentation is roughly 1 hour • All phone lines are muted • If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel
  • 3. 3 Today’s Agenda • Welcome & Introductions – Today’s Presenters • Technology Trends for Manufacturing • Q & A • Closing Summary
  • 4. 4 Today’s Agenda Technology Trends for Manufacturing • SAGE Annual Manufacturing Survey  Trends and Goals  Priorities to Meet Objectives  New Technology Investment • General Examples of Modern ERP Functionality • Manufacturing Pain Points • Manufacturing Mobility Solution  WOScan & JOScan
  • 5. 5
  • 6. 6 Today’s Presenters Howard Finestone ERP (Sage 100) Practice Director Net@Work Paul Cusano, CPA President/CEO SourceOne Systems Joe Bisaha President JDB Solutions Group
  • 7. 7
  • 8. Revenue $605m 2,750 employees Revenue $1,230m 7,765 employees Revenue $229m 1,785 employees Revenue $65m* 1,300 employees *for 2011 at time of acquisition 6 million + customers worldwide Sage Worldwide Major player in the small business market, leader in Canada, and one of the leaders in key verticals Entered the Brazilian market in 2012 Market leader in all key countries Market leader in South Africa
  • 9. • Second annual manufacturing survey • Small and midsized U.S. manufacturers and distributors • 90%+ of U.S. manufacturers considered small businesses • Survey conducted November‐December 2013 9 Sage Manufacturing Survey Background
  • 10. Increased confidence in economy: • 36% expect stronger economy (27% in 2012) • 48% expect it to remain the same (57% in 2012) 10 Sage Manufacturing Survey Key Findings 36% 27% 48% 57% 2013 2012 2013 2012 Expect stronger economy Expect it to remain the same
  • 11. Sage Manufacturing Survey Key Findings 11 49% Orders 42% Production 25% Exports
  • 12. 12 Sage Manufacturing Survey Trends Current areas seen as having most positive impact on their businesses: 68% Stronger Domestic Demand 37% The Global Economic Recovery 26% “Reshoring” of Manufacturing
  • 13. 40% of manufacturers mentioned “reshoring” of manufacturing as a future driver of business growth and having an impact on their businesses.
  • 14. 14 Sage Manufacturing Survey Trends “Reshoring” enables business growth by: • Offering greater flexibility to meet demands. • Producing smaller lots. No offshore manufacturing plans to other countries 5% plan on bring production back to U.S.
  • 15. Top Investment Priorities: 15 Sage Manufacturing Survey Trends Investment in mobility tools is empowering businesses to succeed 53% Increase Sales 36% Invest to Develop New Markets 36% Increase Productivity
  • 16. 16 Manufacturing Pain Points Real‐Time Job Information • Do you know where Job ABC is in the building? • Where is the Job out on the floor? • Do you know where “Joe Employee” is working today? • How many pieces have been done so far? • Can you read the handwriting? I can’t! If you spend FIVE hours per week chasing after answers to these shop floor questions, this equates to 250 HOURS of LOST PRODUCTIVITY per year, Not to mention $ 1,000’s of dollars in LOST INCOME.
  • 17. 46% plan to invest in new technology in next six months.
  • 18. 18 Sage ERP Solutions 2014
  • 19. Reduce excess inventory by 10%‐15% and improve inventory turns Reduce working capital and free up 15%‐20% of cash tied into inventory Improve fill rates by 2%‐10% and eliminate stock outs Reduce time spent on forecasting by as much as 50% 19 Sage Inventory Advisor Sage ERP Data Cloud
  • 20. Improve customer service with real‐time mobile communications and service histories. Improve cash‐flow with mobile credit card acceptance. Schedule work, view completed orders, invoice and analyze from web portal. Reduce costs and improve customer satisfaction with optimized scheduling. 20 Sage Mobile Service Sage ERP Data Cloud
  • 21. Create proposals on‐the‐go, with inventory and prior history showing. Increase revenue per sale with a compelling sales catalog on a tablet. Complete credit card sales and invoice customers on the go. Get instant analytics on your sales and customers. 21 Sage Mobile Sales Sage ERP Data Cloud
  • 22. Instant electronic invoices accelerate billing without stuffing envelopes. Easy click‐to‐pay and account views for customers accelerate payments Automatic payment reminders and payment confirmations accelerate and improves collections 22 Sage Billing and Payments Sage ERP Data Cloud
  • 23. 23
  • 24. 24 Manufacturing Automation and Shop Floor Data Collection Current and Future State Process Maps You first have to determine how your manufacturing moves through your production process. • Current State Process Mappings • Future State Process Mappings  Track your jobs through the process.  Tracking can be Human or Machine/Tool based  There are 2 types of tracking once you know what you want to track. • Shop Floor Logistics • Labor. Material, QC and Live Shop Floor Information What does this look like and how does it benefit me?
  • 25. 25 Manufacturing Automation and Shop Floor Data Collection Efficiencies in Manufacturing Improved Efficiencies: With the correct process flows in affect and a accurate and easy shop floor tracking system it is not uncommon to get extreme efficiency ratings in your manufacturing environment We have tracked customers with labor efficiency’s in the 95% ‐ 98% increases. That means you can account for most if not all of your employees labor and usage on the shop floor. Physical Inventory counts drastically decreased. There have bee success stories of companies having $150,000 per month physical adjustments decreased to under $10,000 per month in adjustments with continual increases expected.
  • 26. 26 Manufacturing Automation and Shop Floor Data Collection Current and Future State Process Maps How do we obtain such efficiencies??? Labor • Start tracking productive labor period • Then start tracking non‐productive labor • Incorporate comparisons to Payroll Labor Material • Issue material more dynamic on the shop floor • Stop back flushing or auto issuing • Implement a BOM or Route Maintenance program
  • 27. 27 Manufacturing Automation and Shop Floor Data Collection Remember These Pain Points? • Do you know where Job ABC is in the building? • Where is the Job out on the floor? • Do you know where “Joe Employee” is working today? • How many pieces have been done so far? • Can you read the handwriting? I can’t!
  • 28. 28 Manufacturing Automation and Shop Floor Data Collection Shop Floor Monitoring and Real Time Dashboards Implement Real Time Monitoring and dash‐boarding!!!
  • 29. Manufacturing Automation and Shop Floor Data Collection Shop Floor Monitoring and Real Time Dashboards Implement Real Time Monitoring and dash‐boarding!!! 29
  • 30. Manufacturing Automation and Shop Floor Data Collection Shop Floor Monitoring and Real Time Dashboards Implement Real Time Monitoring and dash‐boarding!!! 30
  • 31. Manufacturing Automation and Shop Floor Data Collection Efficiencies in Manufacturing By implementing Dashboards Manufacturers will greatly decrease the amount of time spent looking for information with number ranging from 43%‐89%. Also with centralized and shared data your supervisors, management and customer service people now all can work together and make better decisions with more accurate and real time information. 31
  • 32. 32 In Conclusion: Recapping Key Points Technology Trends for Manufacturing: • SAGE Annual Manufacturing Survey  Trends and Goals  Priorities to Meet Objectives  New Technology Investment • General Examples of Modern ERP Functionality • Manufacturing Pain Points • Manufacturing Mobility Solution  WOScan & JOScan
  • 33. Please type in your questions Start Time: 2:00pm EST
  • 34. For more information about how “Modern ERPs” can impact your business, contact: 34 Thank You! Paul Cusano, CPA SourceOne Systems 6163 East Molloy Road East Syracuse, New York 13057 Phone: 315‐437‐1130 Fax: 315‐437‐3232 Cell: 315‐278‐1422 pc@sourceonecpa.com Howard Finestone Net@Work Phone: 800‐719‐3307 Ext. 0816 Direct: 781‐713‐0816 hfinestone@netatwork.com