Taking Sage 500 to X3

Comparing the Solutions and Finding the Best Fit For YouDecember 10, 2013

Agenda Today:•Introductions and Agenda for today•Panel discussion questions•Solution Demo•Q&A

Introductions

•Alicia Anderson – Facilitator▫Marketing, Blytheco

Skip Hulme• X3 Practice Manager, Blytheco• 25 years of professional experience in

application design and development, product management, and technology consulting

• Senior Product Manager for both Sage 500 and Sage ERP X3 at Sage North America

• Central role in developing the localized version of the X3 Standard Edition, including its Implementation Methodology and Kit.

Joe Noll• President, RKL eSolutions LLC• Sage ERP X3 Certified Technical and Developer• Sage 500 ERP Certified Technical and Developer• SQL Server 2008:Microsoft Certified Master• SQL Server: MCITP Developer & MCITP

Administrator

Philip Laing• Solution Architect, Blytheco• Over ten years of experience crafting solutions

for companies such as Archer Daniels Midland, Boeing, and Pepsi Cola.

• Technical advisor and product advocate.

Common X3 Misconceptions…

•X3 does not provide support for standard US requirements, such as check printing and 1099 reporting

•The X3 development platform is proprietary

•X3 won’t run on my Mac•X3 cannot support my accounting and

financial reporting needs 

X3 is Powerful Automation plusIntegrated Business Processes

ACCOUNTING & FINANCE

General ledgerAR/APPaymentsCost accountingBudgetingAllocationsFixed assetsMulti-currency, multi-company, multi-legislation/multi-chart of accounts

SALESPricing, quotes &

contractsOrder entryProduct configurationInventory allocationsDelivery scheduling &

shippingInvoicingCustomer returnsSales commissionsPURCHASINGPurchase requestsEncumbrance

accountingRequests for proposalsPurchase ordersOutsourcing/Sub-

contractingMulti-level approval

processingContractsInvoice tracking

Web PortalVisual Processes

Workflow & AlertsBusiness Intelligence

Document ManagementMS Office Integration

Search Engine

CustomerService

ManufacturingAccounting& Finance

Sales

PurchasingInventory

INVENTORYMulti-level warehousing and location managementMovements and transactionsRF data collectionQuality controlCostingAcquisition price tracingInventory controlProcurementCUSTOMER SERVICEContact managementCustomer supportWarranty management and service ordersKnowledge baseCampaignsMANUFACTURINGRoutingsDiscrete or process batch flowBOM/Formula managementMPS/MRPTechnical data configuratorCostingQuality controlForward/backward traceabilityShop floor controlCapacity planning

Streamline operations with end-to-end process integration

Are you looking for…?

▫Global operations▫Growth▫More streamlined processes▫Real-time insights into performance

▫Deployment options▫Specialized functionality

Global Operations

▫Multi-legislation▫Multi-

company/site▫Multi-currency▫Multi-ledger

What are the capabilities in X3?

Global Operations

Accounting Model Legal Reports Fixed Assets family Fiscal Year end closing Tax Management (e.g. - VAT)

What does it mean to you?

£

¥

$

€

HeadQuarter

Financial Site

Financial Site

Group

LegalCompan

y

LegalCompan

y

Capacity for Growth

SQL Server and Oracle database support

Windows, Linux and Unix support

N-Tier Architecture

What are the capabilities in X3?

Capacity for Growth – 2 tier

Capacity for Growth – 4 tier

Capacity for Growth

•Scalability beyond 1000 concurrent users•Diversify server loads •Scale up processing capacity

What does it mean to you?

Processes

What are the capabilities in X3?

•Drilldown•Workflow•Role-based•Visual Processes

Processes

▫Integrated workflow (notifications, process automation)

▫Improves data flow and accuracy▫Streamlines common tasks to let staff focus on

more complex problems

▫Graphical editor for building interactive processes

▫Links to ERP functions, reports, documents and

procedures…

▫Simplifies the user training, improves the

efficiency

What does it mean to you?

Visual Process

Workflows

• A real time tracking of your process

• Compliant with the latest financial rules (SOX, LSF….)

• increase your team’s reactivity

• Secured and track your sensitive data

PROCESSING

Amount> 30,000 ?ORDER

CREATION

- client code

- products/items

- total amount

- …Automatic Message to

the appropriat

e recipients

Criteria

Example

yes

no

Criteria Choice

Insights▫User portal customizable by drag

and drop

▫Dashboards

▫KPIs

▫Management by Exception

(requesters)

▫Direct access to detail

What are the capabilities in X3?

Insights

▫ Critical information at a glance

▫ Publication of KPIs

What does it mean to you?

Insights

Deployment options

Native web/browser client Built-in web services for third-party integration

V7 (due May 2014) provides complete browser and operating system independence

Mobility

What are the capabilities in X3?

• User-centric collaborative workspace

• Secure access to functions and data via local and extended networks, including https mode

• Fully Web services compliant (XML, UDDI, WSDL, SOAP)

Deployment Options

• Eliminates cost for terminal server to provide remote access.

• No client install with the Web Client.

What does it mean to you?

Specialized Functionality

•Global business•Shipping containers•Tracking floating inventory

Container Management

▫Rules to enforce standards Test a product on the

basis of a technical sheet

Modify status of a product based on results

Update Lot characteristics following a control point (expiry information, lot name, user defined attributes)

Quality Control

▫OSHA, 21 CFR Part 11 (medical devices, etc.), FSMA/HAACP (food and beverage) Forward and backward serial number

tracking Forward and backward lot tracing Audit trails, security, digital signatures

Compliance

Service▫Service Contracts, Invoicing and Renewals▫Warranty Coverage and Association▫Service Callers and Service Contractors▫Tracking of “Units” Sold To Customers▫Service Requests

Assignments by Skill Groups

Assignments to Sites, Queues, Servicemen or Sales

Service Contract Control▫Solution Knowledge Base▫Service Responses

Use of Internal Servicemen or Contractors

Qualification Control and Schedule Control

Ability to Create New Business Opportunities

Solution Presentation

Q&A

•Please type your question into the Questions pane on the GoToMeeting dashboard

Next Steps?

•January 14 Webinar: The Checklist for Modern ERP: ERP Made Sexy▫https://www1.gotomeeting.com/register/68

2189352•Additional Resources

▫“What’s Next” Whitepaper▫A Look at the Verticals▫Both available here

•21 CFR Part 11 Whitepaper•Gap Analysis

Thank you!