Product Update & Roadmap

Russell SlaymakerRichard Aird

October 2012

DisclaimerThis document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product

features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.

The development, release, and timing of any features or functionality described in this document remains at the sole discretion of Sage (UK) Ltd.

© 2012

2

Session Overview

1. Why V4? & Value Proposition

2. Sage ERP 1000 v4

3. NEW - CRM Integration

4. NEW – ERP Features & Enhancements

5. NEW – Sage Report Designer

6. NEW – Application Architect features

7. NEW – Sage Asset 1000

8. Roadmap 2012-2013

9. Summary

3

Why V4?

Integrated Front & Back Office

Increased customer

satisfaction

Legacy Sage 1000

design

4

Value Proposition

For Sage Enterprise business partners and customers, Sage ERP 1000 v4 is an integration solution that uses a standard Sage endorsed integration protocol that allows business partners to easily integrate Sage ERP and Sage CRM.

This means that Business Partners and customers can use a simple, flexible and consistent approach reducing time to implement, costs and is supported by Sage.

This also means our customers have complete visibility and understanding of their customers and prospects throughout every customer touch point of their organisation which will in turn help to focus their organisation more effectively to target opportunities and increase revenue generation through more effective lead/business generation marketing activity

5

Sage

CRM

Inte

grat

ion

Reporting & Application

Architect

ERP Features

& Enhancements

Sage

Ass

et 1

000

V4

6

Sage

CRM

Inte

grat

ion

Reporting & Application

Architect

ERP Features

& Enhancements

Sage

Ass

et 1

000

V4

7

NEW - CRM Integration

•Sage ERP 1000 v4 is an ERP solution that can be used either as a standalone ERP system or as part of a system with an ERP solution that integrates with Sage CRM.

•The integration for Sage ERP 1000 v4 is loosely coupled, meaning the ERP and CRM application are installed and used separately. The integration allows key data items to be maintained in either application but reflected in both, it also provides enhanced functionality around key business processes.

•This is different from earlier versions of Sage 1000 (v2.2 and v2.3 releases) where a tight coupling merged the functionality of the two applications into a single user interface. The benefits of the loosely coupled approach are:– The integrated products can be upgraded independently so you can take

advantage of product development independently.– The integrated products can be licenced independently, users that only use

Sage CRM do not need a Sage ERP 1000 licence and vice versa•Synchronised, accurate, up to date data, providing a 360 degree view of your

business

8

Sage CRM Sage ERP 1000Creation of Customer Records in

both CRM and ERP

Creation of Marketing Lists

Manage Sales Opportunities

Handling Requests for

Quotes

Handling Order Requests

Managing order

Fulfilment

Managing Invoicing and

Payment

Handling Customer

Enquiries & Complaints

Handling Customer Returns

Managing Credit Control & Aged Debt

Managing the Sales Pipeline

Provision of Information for

Analysis

Customer records will be created in ERP or CRM and using the existing ‘sData’ method of synchronisation according to the GCRM contract.

This functionality already exists in CRM; ERP data will be made available to feed into this process

This functionality already exists in CRM, no development required.

The CRM system contains functionality to manage customer calls/ complaints. The ERP system may hold additional information that will assist in the resolution but these will be ad-hoc requests for information, no additional ERP development required.this process

This functionality already exists in CRM, no development required.this process

Quotes will only be created in CRM; they will not be passed to ERP and therefore not visible to ERP only users. Quotes will use a rewritten pricing service to accurately price the quote in a timely manner and with appropriate base currency

Orders have a one way synch from ERP to CRM using the ‘classic v4’ GCRM integration and then “Pop” the user back to the ERP system showing the actual order to enable understanding of order fulfilment and tracking.

As all orders will be ERP side only the full ERP SOP functionality will be available. No development required. As changes to orders occur ( e.g status) this information will be synchronised back to CRM

Create a button in the context of a customer record in CRM that pops the Sage 1000 transactions enquiry.

All of the functionality required exists in part of each system. For example the customer will call and log their query with CRM, but they will need to access ERP to process the return or credit note. This access to ERP will be made easier from the CRM system e.g. “Popping” the Start point of Credit Notes/ Returns

This is ERP only functionality however some improvements are required and these should be included in estimates.

Surfacing of ERP information onto CRM DashboardsSurfacing of ERP Information into CRM Reporting Surfacing of ERP Information into CRM for extraction and manipulationPossibly out of scope for initial release

Sage ERP 1000 v4 delivers loosely coupled integration for Sage CRM, through a combination of Synchronisation, Pricing Service and customisation

9

Sage ERP 1000 v4: Synchronisation, the process of transferring data between ERP & CRM so that the source and target data are in sync. Both ERP & CRM use SData web service triggered by HTTP requests for sync.

Entities that are Synchronised

From ERP to CRM initially, then both ways (recorded in ERP via APIs)

CRM - ERP ERP - CRM

Trading Account Entity Customer/Supplier (Name, Currency, etc.)

Trading Account Child Entities Customer/Supplier (Address, Tel, Email, Web)

Not synced initially, then from CRM to ERP only

CRM - ERP

Person Entity Customer/Supplier Contact (single line)

From ERP to CRM (recorded in CRM)

ERP CRM

Products Commodities

Warehouse Location

Units of Measure Units of Measure

Products & Prices Updates to Price List

10

Sage

CRM

Inte

grat

ion

Reporting & Application

Architect

ERP Features

& Enhancem

ents

Sage

Ass

et 1

000

V4

• SEPA Compliant Data Entry• Extended Address Fields

• Sales Order Enquiries• Company Colour Tabs• Accounts Receivable

Reminder Letters• Server Side Printing

• Layout manager• Forms Migration

Wizard

11

Sage

CRM

Inte

grat

ion

Reporting & Application

Architect

ERP Features

& Enhancements

Sage

Ass

et 1

000

V4

• Easier to Run SRD Reports• Excel specific report definitions• Exporting and viewing data• Print bursting• PDF Error Diagnostics• Data Export

12

Sage

CRM

Inte

grat

ion

Reporting & Application

Architect

ERP Features

& Enhancements

Sage

Ass

et 1

000V

4

13

NEW – Sage Asset 1000

•Difficulty in accessing current and historical asset data from the point of acquisition, through depreciation to the asset’s current state.

• Inability to import data from external files leading to lengthy data input processes and increased exposure to errors (through manual entry).

• Lengthy administration processes when entering new assets or when an asset has reached maturity.

• Inability to arrange hierarchies between assets.• Lengthy auditing processes.• Inefficient and inaccurate reporting ability.•No ability to consolidate multiple registers.•Monitoring and keeping disparate systems in line with current legislation and

regulations

14

Sage ERP 1000 is now integrated with Sage Asset 1000 to allow your business to seamlessly link its asset management process with its key financial processes.

• Track, control and record changes in a single database for ease of access to information and improved process management.

• Arrange assets in hierarchies and easily identify key dependencies between assets using preconfigured relationships for improved accuracy.

• Manage multiple transaction types and consolidate multiple registers.• User defined depreciation methods give your team access to information that is pertinent

to their role.• Comprehensive standard and customised reporting.• Manage assets over multiple sites, entities, companies and currencies ensuring complete

transparency so additional assets are only purchased when a requirement exists.• Simplify the asset management process and comply with auditing procedures. Allows the

customer to share asset information across multiple departments based on what is relevant to them.

• Asset accounting processes can be completely automated, saving time and increasing efficiency, as well as reducing staff levels that are required to manage assets from these departments.

• Ensures the whole asset life cycle can be managed, accurately and effectively, meeting customers simple and complex fixed asset requirements.

Product Portfolio

15

The Future

16

The Future

2012 - 2013

Version 4.0Controlled release• CRM Integration• Sage Asset 1000• V3 SP enhancements

• Forms migration wizard

• Layout Manager

• Server Side Printing

• Accounts receivable reminder letters

• Print Bursting• PDF error

diagnostics• Data export

Q4 12

Version 4.0General release• SP 1• CRM 7.1g• MS SQL 2012• French and German

form sets

Version 4.0• SP 2• Windows 8• CRM 7.2 - Social Media,

Mobile, Implementation Enhancements, Integration Enhancements, Client Side API, Ideas Hub Enhancements

Version 4.0• SP3• German Accreditation• Potential Connected

Service (TBC)• Migration and

integration tooling for replacement payroll

Version 4.0• SP4• Compliance

Q1 13 Q2 13 Q3 13 Q4 13

Sage ERP 1000 Roadmap 2012-2013

Version 3 SP4 SP5 SP6TBC

SP7TBC

PayrollRTI functional change

and prep docPYE &

RTIPayroll migration and integration

This roadmap is intended for use as a guideline and for information purposes only, and represents Sage’s current view of its product direction.

17

The FutureWith an established core we will focus on delivering value through the broader Sage ERP 1000 Suite in particular CRM, Payroll, Reporting and Connected Services

Sage

CRM

Reporting

Payroll

Conne

cted

Ser

vice

s

Total Campaign ManagementCommunications ManagementMobility (iPhone, Android, Tablet)Social (LinkedIn, Twitter)

Interactive dashboardsSage E-marketingReport Charts

Investment in replacing existing functionality

with migration to best of breed Sage Payroll

solutionsTakes advantage of

enhancements from the flagship payroll

solution/s

Including all improvementsSage Report Designer**Roadmap tbc

Additional ISVsPotentially addressing

Stock ManagementOnline Payment

Thank you