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Sales and Product Update

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Sales and Product Update Powered By Docstoc
					Agenda
 Sage Overview
 Sage Roadmaps
 – MAS 500
       Connected Services, 7.4 and 7.5
 – MAS 90 200
       Connected Services, 4.5 and 5.0
 Questions
                                                           Sage
Sage is #1 Worldwide*                                      15%

 A global publicly traded company
                                                                Microsoft
 Over 13,000 employees                                          10%
 Over 6 million customers
                                                                Oracle
 Over 25 years of experience
                                                                10%
                                            Others          Intuit
                                            51%             6%
                                                     SAP
                                                     10%



 Source: *IDC #220937, Worldwide ERP
 2008 Vendor Analysis, published December
 2009. Based on ERP revenue small
 business; <1000 employees
Sage Overview
        Market                 Finances                 Customers
                                                      Provide advice to
 Global company with      Revenue of $2.24B         customers through 1.7
over 13,400 employees        for FY2010                 million support
                                                           contracts

                         Market capitalization of   Manage around 40,000
 6.3 million customers
                          approximately $4.3         customer calls each
      worldwide
                                 billion                    day

  One of the market          Made over 40           Work with over 27,000
        leaders               acquisitions          reseller partners and
   in the UK, North           since 1991                over 40,000
America, Europe, South                                  accountants
    Africa and Asia                                       worldwide
Sage ERP MAS 500 Product Strategy

              Provide “value for maintenance”
             – Implement top customer requested
               enhancements
             – Regular Product Updates
              Focus on Quality and Upgrades
             – Better education/certification of resellers and
               consultants
             – Enhance existing strength of advanced
               distribution/manufacturing
             – Reduce impact of upgrades on customizations
  Sage ERP MAS 500
    Product Roadmap
Save time. Do more. Grow faster.
 Sage ERP MAS 500 Product
 Roadmap

                      Product
 Sage MAS             Update &                 eBusiness
Intelligence                                      Suite
                                                                        V7.4                            Product
                                                                                                                               V7.5
                     YE Updates
  Q3 2010             Dec 2010                  Jan 2011              June 2011                         Updates               Q3 2012




  Timeline by Calendar Quarters. This roadmap is intended for use as a guideline and for information purposes only, and
  represents Sage’s current view of its product direction. The information is subject to change at any time without notice.

  As Sage develops products using an Agile development methodology, any one of the milestones, features, release
  periods or versions could change. None of the information should be interpreted as a commitment on the part of Sage.
                      Date




Sage Connected Services
        On Demand Solutions
Sage Connected Services
 Sage offers a number of connected services to help
 optimize your business
 – Sales Tax for Sage, powered by AvaTax
 – Credit card processing, powered by Sage Payment Solutions
 – Business credit monitoring services, powered by Experian
Sales Tax for Sage, powered by AvaTax
 Makes paying sales tax simple for any
 business                                                   A Sage
                                                           Connected
 Automatically performs address validation,                 Service
 sales tax jurisdiction research, and rate
 calculation
 – Seamlessly integrated with Sage ERP MAS 90 and 200
 – Covers all sales tax jurisdictions in US and Canada

 Protect yourself from the risk of an audit
 Eliminate the need to research and maintain
 sales tax codes or schedules
 Set best practices in sales tax compliance
 Get back to focusing on revenue-generating
 activities!
                             http://www.avalara.com/Sage
Sales Tax for Sage                                                      A Sage
                                                                       Connected
 Auto-Address                                                           Service
 – Decrease data entry time and reduce shipping rates with the
   best source of address data in the country

 Auto-Jurisdiction
 – Auto-Jurisdiction returns correct jurisdiction and sales tax rate
   for each transaction

 Statutory Requirements
 – Reduce audit risk and ensure that you are charging the correct
   amounts, 13,000+ jurisdictions and counting

 Reporting
 – Access all data securely online with ease
 – Consolidate data on multiple companies

 Returns
 – Automate the entire returns process and collect sales tax
   information from various internal and external sources
Credit Card Processing Powered by Sage
Payment Solutions
 Automatically connects to Merchant
 Accounts for credit card authorizations
 and settlements
 Complete, secure, 24/7 online
 transaction reporting
 – Compliant with Visa and MasterCard Payment Card
   Industry (PCI) data security standard
 – Stored credit card numbers are encrypted
 – Credit Verification Version 2 (CVV2) to help verify card
   authenticity
 – Multiple address verification options add an additional layer
   of credit card authentication
Sage SmartBusinessReports                                          A Sage
                                                                  Connected
                                                                   Service
 Powered by Experian offers Sage‟s
 business customers
 – Easy to read business credit reports on their company, or on
   their customers
 – Business credit monitoring and alerts

 Access business credit reports at
 – http://www.smartbusinessreports.com/?link=1241


                Free module
                    with
                   Get 6.0
                 Versionone FREE credit report at
                  http://promo.smartbusinessreports.com/sage
Sage MAS Intelligence
 New advanced analytics and advanced financial reporting as an
 alternative to FRx

 Complex reporting and analysis in a familiar Microsoft Excel
 interface

 Quick access to business critical information

 Sage MAS Intelligence application and 4-user license bundled (at no
 additional charge) with version 7.4
 – Customers can trade-in their existing FRx user licenses for equivalent
   Sage MAS Intelligence licenses

 For more information:
 – http://www.sagemas.com/lp/sagemas/SMI/index.html
Your Data Pulled Directly Into a
  Familiar Excel Environment
           Learn more at
http://www.sagemas.com/intelligence




            Free anytime learning course
            http://www.sageu.com/mas500



            The Sage ERP Learning Channel
            www.youtube.com/user/SageUERPLearning
How We Decide: Source Data
  Customer Inputs
 – Support Cases (Breadth and Impact)
 – Feature and Enhancement Suggestions
  (www.sagemas.com/MAS_90_200_feedback)

 – In-Product Survey
 – Customer Email Survey
 – Customer Contact (Site Visits,
   Interviews and Conferences)
 – Customer Advisory Board (CAB)

  Other Sources
 – Business Partners (Advisory Council
   and Conferences)
 – Sage R&D (technology direction)
Make your voice heard!




    www.sagemas.com/MAS_500_feedback
Results from product feedback site
    Product Updates

    •   PCI Compliance
    •   Windows 7 Support
    •   Copy Sales Order
    •   Alert for Duplicate Customer PO
    •   E-Mail Customer Statements

    v7.4

    •   Export filtered BIE data
    •   Enter and edit actual landed costs
    •   Post manufacturing batches to match GL date
    •   Overpayments on invoices
    •   Unit of Measure improvements

    v7.5

    •   Mass pricing updates
    •   Multiple e-mail addresses for doc transmittals
    •   Reversal of applied credit memos
    •   Hard close of sub-ledgers
    •   Reprint bank reconciliations
Sage ERP MAS 500 7.4 Themes
 Productivity Enhancements

 Manufacturing and Distribution

 Landed Cost

 Unit of Measure

 Platform and Performance
7.4 - Productivity Enhancements
 Create and Track Overpayment of Invoices

 Process Customer Refunds in Cash
 Receipts

 Support Negative Non Inventory SO Line
 Items

 Business Insights
– Export All Data or Only the Current View
– Return “Top N” Rows Only
7.4 - Manufacturing &
Distribution
 Allow change of preferred vendor in replenishment or MRP

 Use transaction date as post date for manufacturing transactions
 – Single point of control, selection filters
 – Automatic batch generation

 Complete work order steps without issuing material

 Enable reversal of progress and production entries

 Designate manufacturing preferred bins

 Backflush from bin-tracked warehouses
7.4 - Landed Costs Improvements
 New option to apply freight to item auto generates landed
 cost

 Flexibility to define landed cost types independent of
 specific item or vendor

 Apply at receipt line using per-unit percent of cost or flat
 amount per unit – OR

 Apply to receipt total and allocate by cost, quantity,
 weight, volume or manually

 Override allocation method and/or change the cost
 amount for predefined cost types where the amount is not
 predefined

 Override calculated line unit cost (with proper security)
7.4 - Unit of Measure (UOM)
 Expanded decimal precision in data tables
– Stored in expanded precision
– Displayed in user defined precision

 Flexible rounding methods for base
 (smallest) UOM

 UOM stored with transaction records

 “Auto Adjustments” to prevent “invisible”
 quantities

 Physical Count records qty in both
 precisions – Displayed in rounded qty

 Bin transfers in any UOM

 New Item UOM BIE view

 Inventory Reporting in alternative UOM
7.4 CI Set Up Units Of Measure

      7.30             7.40
7.4 – Platform and Performance
 Crystal XI R2 (v11.5)

 Microsoft Office 2010

 Improve Business Insights Explorer performance

 Update third-party controls

 Visual Studio 2010 and .Net Framework 4.x

 Operating System and SQL Server Service
 Packs
– SQL Server 2008 R2
Sage ERP MAS 500 7.5 Themes

 Productivity Enhancements

 Advanced Manufacturing

 Customization and Upgrades
7.5 Productivity Enhancements
 Multiple e-mail recipients for Document Transmittals

 Track miscellaneous cash receipts‟ visibility in AR

 GL renumber / merge utility

 One-Step Invoicing

 Allow RMA without returning to stock

 Add customer “on-the-fly” in Sales Order

 Expand availability of user-defined fields

 Print preview for SO, PO and Invoice
7.5 Advanced Manufacturing
 Advanced Manufacturing improvements
– Support use of non-inventory items
– Backflush setup hours option (always, once, never)
– Batch entry of material issues
– Add scrap factor to material step to allow for shrinkage
7.5 Customization and Upgrades
 Customization improvements
– Extend capabilities of Customizer
– Expose additional APIs
– Simplify integration to reduce cost and risk of upgrades
Version Support Schedule

Sage ERP MAS 500              7.4     7.3     7.2     7.05     7.00      6.30

                              June-   Nov-    May-    Nov-
Initial Release Date          2011    2009    2008    2006
                                      Dec-    Dec-
Year-end and Tax updates      Yes
                                      2012    2011
                                                       No

                                      Sept-   Sept-   Sept-
Phone Support                 Yes
                                      2013    2012    2011    Retired   Retired
                                                              Sept-     Sept-
                                      June-                   2010      2010
Product Updates               Yes
                                      2011
                                               No      No

                                      Sept-   Sept-   Sept-
Hot-Fixes (exception basis)   Yes
                                      2013    2012    2011

Tech Tuesday Webinars         Yes     Yes     Yes     Yes
May 2011
                                           Serving over
Sage ERP MAS 90 and 200                      45,000
                                            customers

               Sage ERP strategic product
               Fully integrated business
               management solution
               Superior architecture that grows
               with your business
               Collaborative ecosystem of
               26,000 authorized resellers,
               consultants and CPAs
               Deployment options for on-
               premise or on-demand (cloud)
Key Concepts and Terms
   Extended Solutions
  – Over 1,000 titles of highly specialized features and functionality
    developed for specific customers to add to their Sage MAS 90 or
    200 system
  – Main features and functionality of select titles have been
    identified to incorporate into the core product

   Product Update
  – A release in between major releases that delivers both
    maintenance functionality and product enhancements
  – Download available every 3-6 months as a valuable benefit of
    maintenance & support plans
How We Decide: Source Data
  Customer Inputs
 – Support Cases (Breadth and Impact)
 – Feature and Enhancement Suggestions
  (www.sagemas.com/MAS_90_200_feedback)

 – In-Product Survey
 – Customer Email Survey
 – Customer Contact (Site Visits,
   Interviews and Conferences)
 – Customer Advisory Board (CAB)

  Other Sources
 – Business Partners (Advisory Council
   and Conferences)
 – Sage R&D (technology direction)
     Sage ERP MAS 90 and 200 Roadmap
                                                                                                   Version 5.0
                                                                                                   Q4 2012
4.4 Product Update 5 & 6                                    Version 4.5
                                  Online                     Q4 2011                               • Sage Portal
March & July 2011                 Q3 2011                                                          • SData Web Services
                                                            • SageCRM v7.1 integration
• 7 Extended Solution titles      • Cloud deployment option • Free SageCRM license                 • Sage Exchange
• 941 form update                 • Hosted by Sage                                                 • Auto-update
                                                            • Migration to MS SQL database
• Print by workstation                                                                             • SageCRM workflows
                                                            • 14 Extended Solution titles
                                                                                                   • Approval workflows




                                  2011                                                       2012                   2013
                                                                                                             Version 5.1
                                                  Intelligence               SageCRM v7.1                    2013
    Sage Connected Services                       Q4 2011
                                                                             Q4 2011                         • Mobile Apps
    Q2 2011                                       • Reporting Tree                                           • Sage Advisor
                                                                             • eMarketing
    • Sage Sales Tax                              • Report distribution      • iPhone App
    • Sage SmartBusinessReports                   • Performance              • Twitter integration
    • Sage eFiling                                • FRx conversion utility   • Total campaign management
    • Sage Payment Processing
                                                                             • MS Exchange integration
                                                                             • Interactive dashboard
                                       MS SQL Server
                                       Q3 2011
                                       • Competitive Upgrade pricing
                      Date




Sage Connected Services
        On Demand Solutions
Sage Connected Services
 Sage offers a number of connected services to help
 optimize your business
 – Federal and State tax e-filing and reporting, powered by Aatrix
 – Sales Tax for Sage, powered by AvaTax
 – Credit card processing, powered by Sage Payment Solutions
 – Business credit monitoring services, powered by Experian
Federal and State eFiling and Reporting
 Streamline your tax reporting processes                       A Sage
 – Integrated with Sage ERP MAS 90 or 200                     Connected
                                                               Service
 – Populates forms with your employee and vendor data

 Option to eFile or print and mail
 – Eliminates manual form creation and saves time
 – Choose from over 250 federal and state e-forms for
   Unemployment, Withholding, New Hire reports, W-2s, W-3s,
   and 1099s
 – Complete your W-2/1099 eFiling in one step for less than
   $2/employee



            https://sagemas.aatrix.com
Federal and State eFiling and Reporting




       Over 250
    forms included


                     Option to eFile or
                      print and mail
Sales Tax for Sage, powered by AvaTax
 Makes paying sales tax simple for any
 business                                                   A Sage
                                                           Connected
 Automatically performs address validation,                 Service
 sales tax jurisdiction research, and rate
 calculation
 – Seamlessly integrated with Sage ERP MAS 90 and 200
 – Covers all sales tax jurisdictions in US and Canada

 Protect yourself from the risk of an audit
 Eliminate the need to research and maintain
 sales tax codes or schedules
 Set best practices in sales tax compliance
 Get back to focusing on revenue-generating
 activities!
                             http://www.avalara.com/Sage
Credit Card Processing Powered by Sage
Payment Solutions
 Automatically connects to Merchant
 Accounts for credit card authorizations
 and settlements
 Complete, secure, 24/7 online
 transaction reporting
 – Compliant with Visa and MasterCard Payment Card
   Industry (PCI) data security standard
 – Stored credit card numbers are encrypted
 – Credit Verification Version 2 (CVV2) to help verify card
   authenticity
 – Multiple address verification options add an additional layer
   of credit card authentication
Sage SmartBusinessReports                                          A Sage
                                                                  Connected
                                                                   Service
 Powered by Experian offers Sage‟s
 business customers
 – Easy to read business credit reports on their company, or on
   their customers
 – Business credit monitoring and alerts

 Access business credit reports at
 – http://www.smartbusinessreports.com/?link=1241


                Free module
                    with
                   Get 6.0
                 Versionone FREE credit report at
                  http://promo.smartbusinessreports.com/sage
Sage ERP MAS 90 Online
     Cloud Deployment Option
Sage ERP MAS 90 Online
 Cloud deployment
                                                Low per-user
 hosted by Sage                                   monthly
                                                   pricing
 Deployment option for                                          Web-access to
                                                               full-featured ERP
 customers with                      No IT
  Short implementation timeframe   department
                                                                    Access
                                    required
  Limited IT staff or budget                                       anytime,
                                                                  anywhere
 Seamless migration to                           No upfront
 on-premise when your                             software
                                                    costs
 business grows or
 from on premise can
 move to Online
 Available Q3 2011
Coming Q4 2011
Version 4.5 – What’s New

                                           Microsoft SQL
                                               Server
 14 Extended                                 Database
Solution Titles                               Option
  Integrated           Sage ERP MAS
                         90 and 200
                            V4.5




                                            Technology
                                      SageCRM v7.1
           Free SageCRM
             Server and
            User License
Version 4.5 – Extended Solution
Integration
 The main features and functionality of 18 Extended
 Solutions titles delivered in Product Updates 1 through 5
 are incorporated in v4.5
 Additional 18 enhancements within the product
 The main features and functionality of 14 additional
 Extended Solutions titles are incorporated in v4.5 with
 enhancements to
 – Payroll
 – Sales Order
 – Accounts Payable
   Version 4.5 – Extended Solution
   Integration
          36 Enhancements delivered in Product Updates 1
          through 5 are incorporated in v4.5, including the main
          features and functionality of 18 Extended Solutions titles

   Accounts            Accounts                                                           Inventory
                                           Bank             Job Cost     Sales Order                           Payroll      Library Master
   Payable            Receivable                                                         Management
• AP-1043 -         • AR-1027 -       • BR-1004 -        • JC-1046 -    • SO-1035 -     • IM-1111 -         • PR-1018 -     • LM-1028 -
  Distribution        Enhanced          'Positive pay'     Job status     Enhanced        Security for        Automatic       Background
  table for           invoice           export             posting        quick print     inventory           earnings        color by
  invoice entry
• AP-1063 - ACH
                      history         • BR-1005 -          control      • SO-1096 -       inquiry             code            company
  electronic
                      search            Bank                              Enhanced      • IM-1119 -           maintenance     code
  payment for       • AR-1200 -         reconciliation                    customer PO     'Physical           by employee
  accounts            Cash receipts     import                            number          count' entry
  payable             entry by                                            validation      by ticket
• AP- 077 -           invoice                                           • SO-1271 -       number
  Additional          number                                              Authorized    • IM-1244 -
  check printing                                                          purchase        „Inactive' item
  sort option                                                             control by      designation
• AP -1095 -                                                              customer or
  Paperless                                                               state
  office: AP
  checks & direct
  deposit stubs
• AP-1101 -
  Multiple
  company aged
  invoice report
Version 4.5 – Extended Solution
Integration
 18 new enhancements delivered in Product Updates 1
 through 5 are incorporated in v4.5
Version 4.5 – Extended Solution
Integration
 The main features and functionality of 14 additional
 Extended Solutions titles are incorporated in v4.5
Version 4.5 – Database Options
  Choice of database
 – Microsoft SQL Server 2008 R2
 – Providex

  Upgrade path
 – Upgrade from v3.7x SQL to v4.5 SQL
 – Upgrade from Providex v4.4 to v4.5 SQL

  Ability to purchase MS SQL licenses through Sage
Version 4.5 - SageCRM Integration
 SageCRM v7.1 integrated with Sage MAS 90 and 200 v4.5
 – Free SageCRM Server included

 – One (1) free SageCRM user license included

 The benefits of integrated front and back office available to all
 Sage MAS 90 and 200 customers
 – End-to-end business integration out-of-the-box, provides front-office staff a true 360
   degree view of customers

 – Out-of-the-box workflows can be customized to reflect your business processes
 – Streamlines the quote to order process

 – Ensures the front office user generates accurate quotes and orders

 – Eliminates dual data entry and reduces errors

 – Pushes service levels to new heights, improves loyalty and retention, and boosts sales
SageCRM Interactive Dashboard
 Manage key accounts and working day from a single
 screen
 Delivers key business metrics for easy analysis
 Role-based dashboards out-of-the-box for Sales,
 Marketing, Customer Service and Management
 Flexible gadgets for maximum personalization
SageCRM Communications Management
 Point-and-click integration with MS Exchange for
 seamless calendar and communications management
 regardless of device or location
 – MS Exchange integration with easy point-and-click deployment
 – Server to Server Sync

 Unify all customer interactions and communication
 history
 Office worker   Remote worker      Internet café user   Mobile user




   Calendar          Tasks           Appointments         Contacts
Sage ERP MAS Intelligence
 Complex reporting made easy
                                                              Free trade-in of
 – Business Intelligence in a familiar Microsoft Excel      your FRx licenses
   interface
 – Easily customizable “out of the box” financial, sales,
                                                              for Intelligence
   purchasing, and inventory report templates and           licenses available
   dashboards

 Predefined financial and operations
 reports for management, sales,
 purchases and inventory
 Access to all modules and data (not just
 GL!)
 Dashboard and trend analysis reports
 Consolidation of multiple companies
 and databases
 User-level security
 Your data
  pulled
  directly
into Excel
Sage ERP MAS 90 and 200 Version 5.0
 Version 5.0 - Themes
                                             SageCRM and
                                               Approval
                                              Workflows

Sage ERP Portal
                        Sage ERP
                         MAS 90
                         and 200              Most
                           v5.0              Popular
                                             Feature
 SData Web                                  Requests
Services and
 Sage Web
   Toolkit
                                    Auto
                    Sage
                                   Update
                  Exchange
Sage ERP Web Technology Stack
Version 5.0 – Sage ERP Portal
                      New, fully personalized
                      home page
                      Dashboard with Snapshots
                      of key performance
                      indicators (KPIs)
                      Task based navigation to
                      increase productivity
                      Multi-tab pane for simplified
                      multitasking
                      Interoperable with existing
                      data entry screens
Version 5.0 – Auto Update
 Phase 1 will communicate availability of fixes and
 Product Updates to users
 Phase 2 will download and apply fixes and Product
 Updates automatically
Version 5.0 – Feature Requests
 Based on feedback from
 www.sagemas.com/MAS_90_200_feedback
 Under consideration
 – Accounts payable invoice number expansion
 – Inactivate customers and vendors
 – Delete, renumber or merge inventory from “dead” warehouses
 – Show quantity available on main item inquiry tab
 – Allow UDF validation against tables
 – Improve selection methods in AP invoice payment
 – Show PO receipt of invoice details in receipt history inquiry
 – SMTP authentication for paperless office email delivery
Version 5.0 – SageCRM
 SageCRM integration and workflows
 Under consideration
 – Map multiple companies to single SageCRM system
 – Simplify the quote-to-order workflow and processing for SageCRM users
 – Enable SageCRM users to look up inventory, customer purchase history, credit
   information and other customer data
 – Ability to synchronize UDF fields
Version 5.0 – Approval Workflows
 Enhanced workflows for key approval processes
 Under consideration
 – Purchase Order approval
 – Credit issue or override approval
 – Sales discount approval
 – RMA approval
 – Check issuance approval
Product Retirement Schedule
                 Product                       Retirement

       Sage MAS 90 200 version 3.7x            Sept 30, 2011
              SQL/4.0/4.05/4.1

        Sage MAS 90 200 Version 4.2            Sept 30, 2012



       Sage MAS 90 200 versions 4.3            Sept 30, 2013



 Extended Enterprise Suite versions 1.3/v1.4   Sept 30, 2012
Questions


            Some helpful urls:

            Sage ERP MAS Community
            http://community.sagemas.com

            Get Your Voice Heard - Enhancement Requests

            www.sagemas.com/MAS_500_feedback

            www.sagemas.com/MAS_90_200_feedback

				
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