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© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
inixion:
Virtual Customer Day
Strategic Roadmap
3rd March 2021
Robert Sinfield
1
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. 2
Delivering on customer and market needs
to drive customer success
Sage X3 Strategic Roadmap
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Sage X3 Strategic Initiatives
3
Energize and enable the Sage X3 ecosystem to drive customers to Version 12 to protect the base and create
customer value
Delivering comprehensive cloud experiences for
customers and partners
Focus investment on targeted industry specific
capabilities in manufacturing and
distribution
Drive customers to Version 12
Delivering comprehensive cloud experiences
Targeted Industry Investment
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Strategic investment in targeted
industry specific capabilities
Deliver new and enhanced
functionality to support ever-
changing market needs
Develop and enable a powerful
ecosystem providing customers
with industry-specific capabilities
Maintain and enhance the Sage X3
technology stack to deliver a robust
platform supporting a tailored
experience through personalization
and customization
Focus on rapid deployment
strategies making it easier for
companies to consume new
capabilities when they want to
Targeted improvements designed to
allow customers to extract
maximum value from their
investment
Invest in cloud technologies and
capabilities to deliver flexible cloud
offerings and choice of deployment
Deliver new cloud native
capabilities and services that
further enhance Sage X3
Roll-out the Sage Partner Cloud
and Cloud-Hosted program to our
key partners
Sage X3 Strategic Initiatives
4
Drive customers to Version 12
Delivering comprehensive cloud experiences
Targeted Industry Investment
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Sage X3 Strategic Initiatives Roadmap Focus
5
Sage X3 Automated testing platform
Automated Data Collection for Distribution
Sage X3 GraphQL APIs framework for Sage X3 for all deployment types
Sage X3 GraphQL APIs – Sales and Purchase Process Mutations
New Product Introduction (NPI) for Manufacturing
Controlled Sourcing and Distribution for Chem and F&B
Shop-floor Execution and MES for Manufacturing
Project Management and Billing
Recurring billing and Contracts for Projects
Fast Starts for multiple regions and industries
Finance and Compliance frameworks Sage Compliance Cloud Integration
Legislation Compliance Data Integration API platform for the Multi-tenant Cloud
Maintenance and Quick wins Public cloud enhancements
Drive customers to Version 12
Delivering comprehensive cloud experiences
Targeted Industry Investment
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Sage X3 2020 R3
Optimised scheduling and planning
Making Manufacturing easier
Managing cash efficiently
Managing multiple companies
• Actual time reporting reflects total setup time plus run times
• Enhanced first date of material availability calculations
• Final release Production Scheduler updates
• Advanced bank statements -improvements
• New import formats released
• Map suspense accounts at site level for intercompany transactions
• Company level mappings will be defaulted if site mappings not present
Release highlights
Simplifying Tax and VAT
Helping project-based businesses
Technical Compliance
• Generic VAT return process
• Drill down from VAT box to details
• VAT entities at site level
• Revenue Recognition posting and accrual management
• Flash replacement phase 1
• Patch finder 2.0
• Cumulative Patching enhancements
• MongoDB 4.0 support
• SQL Server 2019 support
• SQL Server 2014 support is deprecated
6
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Sage X3 2020 R4
Optimised scheduling and planning
Supporting New Product Introduction (NPI)
Managing cash efficiently
Regulatory and business reporting
• Sandbox environment, create products and materials
• Real-time costing, updates as BOM changes are made
• Product to product matrix
• Optimise set-ups between similar products
• Payment remittance grouping
• Default bank account at invoice level
• EC sales list framework
• Revenue recognition -Performance
Release highlights
Simplifying Tax and VAT
Controlling credit and collections
Helping project-based businesses
Technical Compliance
• Bad-debt management
• AR Write-offs
• Tax framework rollout
• Withholding tax management
• Project billing center
• Billing plan selection
• Scheduled invoices
• Milestone billing setup
• Complete Flash replacement
• Patch tester 2.0
• Cumulative Patching enhancements
7
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Sage X3 2021 R1
Distribution ManagementSupporting New Product
Introduction (NPI)Managing cash
efficientlyRegulatory and business
reporting
• Sandbox environment, create products and materials
• Real-time costing updates
• Automated creation of new inventory items
• NEW ADC for Distribution –
Receipts / Inquiries (EAP)
• Backdated transaction
management
• csv outbound Bank files
• Outbound bank file splitting
• Payment approval +
• Bank reconciliation manual
adjustments
• Revenue recognition +
• Brexit Updates
Release highlights
Simplifying Warehousing Operations
Industrialized testing and user acceptance
Helping project-based businesses
Platform Enhancements
• Sage X3 Automated Test Platform (ATP)
• Samples: 71 tests scripts
• Samples: 307 test cases
• Serial number on stock
operation traceability & RF
functions
• Dashboard and KPIs with SEI
• Progress billing for projects
• Weekly time sheet
• Core GraphQL API Engine for Sage X3 ADCs only
• Data Integration API
• Application cluster configuration
8
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Continued invest in new Sage X3 materials and content
Over 150 new courses developed in the last 12 months
Sage University Highlights
9
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Platform and performance innovation
Delivering incremental value and improved performance
Customization and tailoring
Performance and security
Ensuring technical compliance
Cumulative
patching
Automated Test
platform
Customization
analyzer
Parameter
patches
Proactive
security threat
analysis
Security
fixes
Advanced
archiving
Database updates
and performance
enhancements
Node.js Elastic search MongoDB
Infrastructure
performance
assessment
tool
Powerful Integration platforms GraphQL APIs enablement
HA support
(application
cluster)
Patch
performance
Linux 8
Delta patching
2019 R5 2020 R1 2020 R2 2020 R3 2020 R4 2021 R1
Time to Deploy
Incremental Value
SQL Server
Runtime and
platform
optimization
Standard
Cluster
indexes
Data Integration API
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Release Information and Optimisation
11
Continuous Patch Engine optimization
95 min
2019
R52020
R1
2020
R2
2020
R3
62 min 42 min
2020
R4
40 min
97 min!
2021
R1
38 min
2019
R52020
R1
2020
R2
2020
R3
2020
R4
95 min
98 min102 min101 min
97 min!
2021
R1
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Sage X3 Functional
Roadmap Overview
12
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
18-month roadmap, Technology
2021 2022
2021 R1 2021 R2 2021 R3 2021 R4 2022 R1 2022 R2
Cloud Multi-tenant sandbox
Sage Provisioning
portal for French Sage
service cloud
Sage Provisioning
Portal for Partners
Template distribution
for the cloud
IntegrationData Integration tracking API
(Cloud only)Data Hub integration phase 1
GraphQL API
framework
(Cloud – On-Premise)
GraphIQL (navigator)
GraphQL APIs
extension
Data Hub integration
phase 2
Upgrade
tooling
Automated Test Platform
(ATP)
Early adopters
Patching enhancement
Automated Test Platform launch
Patching enhancementSet-up patches Delta patching phase 1
Delta patching phase
2
Delta patching phase
3
Support tooling
& Performance
Application cluster
Performance measure tool
Predefined cluster index step
1
Database drivers
enhancement
Runtime optimization
Installation performance
assessment
Cluster index step 2
Supervisor
performance
Troubleshooting tools
(2)
Cluster index step 3
Troubleshooting tools
(2)
Advanced Data
Archiving
Troubleshooting tools
(2)
Troubleshooting tools
(2)
Advanced archiving
Technical
complianceLinux Red Hat
Node.jsOffice plugin
Node.js
MongoDBWindows? (1)
SQL Server?Elastic Search
(1) waiting for future on-premise platform / database announcement (usually every 2 – 3 years for Microsoft)
(2) Based on feedback from support team
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
18-month roadmap, Applicative
2021 2022
2021 R1 2021 R2 2021 R3 2021 R4 2022 R1 2022 R2
ComplianceIreland – Legislation Pack
Sales invoice framework
(France)
Canada - Legislation
Pack
Spanish addon in the
Core
Down payments
(Advance invoice, Sales)
Down payments
(Advance invoice,
Purchase)
[FR] Inbound/Outbound
electronic invoices
FinancePayment approval
process
CSV outbound bonk file
VAT Framework
enhancements
Sage Cloud Compliance
integration (Canada)
Replacement of external
Polish component
VAT Framework
enhancements
Sage Bank Feeds
integration
DistributionADC Receipts & Inquiries
(early adopter)ADC Standard scope
ADC Extended scope
Controlled sourcing
Read APIs for Inventory
Controlled Distribution
Read APIs for Sales
Recall management
Read APIs for PurchaseRFQ Efficiency
ManufacturingNew Product Introduction
(NPI): Product design and
Costing
NPI: BOM publication
Trial kitting
Web Scheduling (WS):
product setup matrix
NPI: prototype and
approval
WS: connector extension
NPI: revision
management
WS: connector
enhancements
ADC for manufacturing
movements
ADC for shop floor
tracking
In-process quality control
Project
Management
Progress billing for
projects
Weekly time sheet
Performance
enhancements for cost
structure and task
planning
Time billing Recurring billing Billing in amount
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Understanding the Sage X3 Roadmap
Feature overview slide showing
what the feature is
Overview of the vision for the
capability and what the end
state will be
A detailed roadmap slide
showing:
• what is available
• what is on the roadmap
• When will the product be
available as an MVP
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. 16
Energize and enable the Sage X3 ecosystem
Drive customers to Version 12
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
• Supports a continued acceleration of compliance changes driven by the need for increased controls
• Maintains and supports everchanging global, regional, and local accounting and reporting standards
• Allows users to easily adjust settings and configurations to comply with new regulations
• Harnesses technology to automate capture and delivery of information such as QR Codes, real time APIs,
electronic report submission
Finance and Compliance frameworks
Domain: Finance and distribution
Tax and VAT management
Banking and cash management
Electronic invoicingRegulatory and business
reporting
• Intelligent cash management
• Automated bank reconciliation
• Credit and collections
• Powerful tax determination engine
• Multi-company/entity
• Tax/VAT reporting
• B2B invoicing
• B2G invoicing
• State managed commerce
• International trade reporting
• Cross-border trade declarations
• Revenue recognition
Focused delivery of powerful frameworks that provide a highly configurable interface that:
17
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Tax Framework SummaryDomain: Finance
Multi-legislation
User-definable:
• Structures (Tax boxes and return)
• Extraction rules
• Entities (Multi-company/sites)
• Adjustment management
Extraction, validation, submission,
posting, matching
Drill down from box to transactions
Offline, batch and simulation mode
Scalable and extensible intelligent Tax / VAT reporting framework to support continuous changes
across the globe
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Allow customers to post and match Tax returns
Introduce complementary reporting, based on Tax returns.
Manage the Tax return in an another currency than the ledger currency
Enhanced Tax Management - VisionDomain: Finance
Site | Company | Multi-legislation | Multi-currency | Traceability & drill down | Digitalization
Electronic Tax Return Management
Tax return
Advanced controls
Tax entity management
Tax Return
management
Electronic submission using API or files
Defines organization and operational structure
Defines Tax return and manages VAT return
adjustments, posting and submission
For complex Tax returns, it may be important to control strongly the consistency of
the Tax return before submission.
Sa
ge
Co
mp
lian
ce
Clo
ud
In
teg
ratio
n
Tax Box
management
Defines the Tax boxes and the rules to calculate them form the G/L transactions, depending on the context Posting and matching
Dates, texts, formulas
Additional reporting across Tax returns (RTD)
Corrective returns
Dis
trib
utio
n
Fin
an
ce
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Allow customers to post and match Tax returns
Introduce complementary reporting, based on Tax returns.
Manage the Tax return in an another currency than the ledger currency
Enhanced Tax ManagementDomain: Finance
2021 R2
2021 R3
2021 R4
2022 R1
Current
2022 R2
Dis
trib
utio
n
Fin
an
ce
Site | Company | Multi-legislation | Multi-currency | Traceability & drill down | Digitalization
Electronic Tax Return Management
Tax return
Advanced controls
Tax entity management
Tax Return
management
Electronic submission using API or files
Defines organization and operational structure
Defines Tax return and manages VAT return
adjustments, posting and submission
For complex Tax returns, it may be important to control strongly the consistency of
the Tax return before submission.
Sa
ge
Co
mp
lian
ce
Clo
ud
In
teg
ratio
n
Tax Box
management
Defines the Tax boxes and the rules to calculate them form the G/L transactions, depending on the context Posting and matching
Dates, texts, formulas
Additional reporting across
Tax returns (RTD)
Corrective returns
Indicates MVP capabilities
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Bank Feeds - SummaryDomain: Finance
Inbound bank file processing
User-definable inbound bank file formats
Import process
Reconciliation with open items, payments
Automatic posting & matching
Bridge with classic bank reconciliation
processes
Delivering automation to expedite managing cash and bank transaction processing to drive
efficiencies and reduce errors
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Bank file format designer
Automatic bank reconciliations
Automated transaction posting & matching
Bank Feeds - VisionDomain: Finance
Site | Company | Multi-legislation | Multi-currency | Traceability & drill down | Digitalization
Bank reconciliation / General
ledger
Inbound bank file format designer
Automatic matching / open
items & payments
Tooling enabling users to define structure and content of inbound bank
files. Fix, csv, HTML format.
Directory of templates for the most common formats, MT940,
Camt053/054, Lockbox, BAI...
Automatic matching with open items and payments
For bank files that don’t provide detailed information, bank
reconciliation automation from G/L
Sa
ge
Pa
ym
en
ts C
lou
d In
teg
ratio
n
Bank statement collection and
import
Sage Bank Feeds integration
Cashbook
Fin
an
ce
Import function
Variances and manual adjustments
Posting and matching
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Bank file format designer
Automatic bank reconciliations
Automated transaction posting & matching
Bank FeedsDomain: Finance
2021 R2
2021 R3
2021 R4
2022 R1
Current
2022 R2
Site | Company | Multi-legislation | Multi-currency | Traceability & drill down | Digitalization
Bank reconciliation / General
ledger
Inbound bank file format designer
Automatic matching / open
items & payments
Tooling enabling users to define structure and content of inbound bank
files. Fix, csv, HTML format.
Directory of templates for the most common formats, MT940,
Camt053/054, Lockbox, BAI...
Automatic matching with open items and payments
For bank files that don’t provide detailed information, bank
reconciliation automation from G/L
Sa
ge
Pa
ym
en
ts C
lou
d In
teg
ratio
n
Bank statement collection and
import
Sage Bank Feeds integration
Cashbook
Fin
an
ce
Import function
Variances and manual adjustments
Posting and matching
Indicates MVP capabilities
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Simplify Sage X3 upgrades and configurations and minimize the need for manual testing. Scalable
and extensible to support ever changing real-world scenarios
Sage X3 Automated Test Platform
Intelligent automated testing platform
Maximise efficiency and effectiveness
of testing and QA processes
Confidence that all customisations and
modifications have gone through full,
end to end regression testing
Quickly upgrade with confidence and
complete accuracy
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Help our customers to be up to date with the latest release to always:
- Make timely changes to allow business evolution
- Staying ahead of market disruption with current system constraints
- Take advantage of frequent technology advances
Automated Test Platform - VisionDomain: Technology
Automated testing | Regression testing | Higher quality
Simplify test scripts design
Usability enhancements
Scheduling and reportsTest automation
Automate the design of test script by recording actions in the screen
To facilitate the update within V12
Automated Execution of the Test Detailed
Reporting on Results through Allure
Enhancing Platform usability -
Step Definitions
SAFE X3
Platform
All Sage X3
domains
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Help our customers to be up to date with the latest release to always:
- Make timely changes to allow business evolution
- Staying ahead of market disruption with current system constraints
- Take advantage of frequent technology advances
Automated Test PlatformDomain: Technology
2021 R2
2021 R3
2021 R4
2022 R1
Current
2022 R2
Automated testing | Regression testing | Higher quality
Simplify test scripts design
Usability enhancements
Scheduling and reportsTest automation
Automate the design of test script by recording actions in the screen
To facilitate the
update within V12
Automated Execution of the Test.
Detailed Reporting on Results through Allure
Enhancing
Platform usability -
Step Definitions
SAFE X3
Platform
All Sage X3
domains
Indicates MVP capabilities
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Help our customers to be up to date with the latest release to always:
- Be up-to-date with the latest technology for performance and security reasons
- Comply with the latest regulations and legal requirements
Manage the smoothest transition possible for customization and bespoke development
Release Management – Vision Domain: Technology
Simple patching system | Optimized application | Conflict prevention | Hot-fix capabilities
Simplify bespoke upgrades
Manage parameter changes
Streamline
upgradeUpgrade
Secure upgrades
Ease the data structure change
Delta patching
Cumulative patches
(continuous upgrade)
Patching process enhancement
Customization analyzer
Patching utilities enhancement
Set-up patches
SAFE X3
Platform
Additional
administration
services
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Delivery of a single patch archive to go to the latest release
Optimisation of time to patch so the system downtime is reduced
Identify potential conflicts with bespoke or specific code to streamline updates
Simplify delivery of fixes when required
Release ManagementDomain: Technology
2021 R2
2021 R3
2021 R4
2022 R1
Current
2022 R2
Simple patching system | Optimized application | Conflict prevention | Hot-fix capabilities
Simplify bespoke upgrades
Manage parameter changes
Streamline
upgradeUpgrade
Secure upgrades
Ease the data structure change
Delta patching step 1Cumulative
patches (continuous
upgrade)
Patching process enhancement
Customization analyzer
Patching utilities enhancement
Set-up patchesDelta patching
step 2
Delta patching step 3
SAFE X3
Platform
Additional
administration
services
Indicates MVP capabilities
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Help our growing customers to scale up
- Manage complex architecture to scale seamlessly
- Optimize the database access and organization to cope with increasing volumes
Simplify support / troubleshooting to make it more efficient
Performance and troubleshooting – Vision Domain: Technology
Simple patching system | Optimized application | Conflict prevention | Hot-fix capabilities
Ease troubleshooting and make support more reactive
Database performance Platform enhancement
Improved session
management
Database / engine
optimization
Default clustered
indexesApplication cluster
(HA on x3 server)Supervisor
performanceHigh Availability
print server
Default clustered
indexes
Default clustered
indexes
Troubleshooting
tools
Troubleshooting
tools
Advanced
archiving
Log
improvement
Database
support
System
architecture /
platform engine
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Help our growing customers to scale up
- Manage complex architecture to scale seamlessly
- Optimize the database access and organization to cope with increasing volumes
Simplify support / troubleshooting to make it more efficient
Performance and troubleshootingDomain: Technology
Simple patching system | Optimized application | Conflict prevention | Hot-fix capabilities
Ease troubleshooting and make support more reactive
Database performance Platform enhancement
Improved session
management
Database / engine
optimization
Default clustered
indexesApplication cluster
(HA on x3 server)Supervisor
performance
High Availability
print server
Default clustered
indexes
Default clustered indexes
Troubleshooting
tools
Troubleshooting
tools
Advanced
archiving
Log
improvement
Database
support
System
architecture /
platform engine
2021 R2
2021 R3
2021 R4
2022 R1
Current
2022 R2
Indicates MVP capabilities
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. 31
Focusing on Manufacturing and
Distribution
Targeted Industry Investment
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Redevelopment of the Sage X3 Data Collection
modules
20 distribution scenarios
5 Manufacturing scenarios
12 Shop Floor Tracking scenarios
Adaptive experience
Workflow and management by exception
Adoption of native device capabilities
e.g. geolocation
Native App wrapper technology
Automated Data collection & shop-floor executionDomain: Distribution and Manufacturing
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
New hand-held capabilities to support modern distribution environments
Enhanced warehouse capabilities including License Plate Management and directed
processes (put-away, picking)
Easier and simpler integration using modern web APIs
Automated Data Collection - VisionDomain: Distribution
Multi-site | Multi-unit | Multi-location | Batch management | Serial number management
Directed processes
InquiriesMovement and
adjustmentsReceipt Transfers Pick and pack
Manage locations proposal during receipt and work assignment for
picker/zone
Receipt of inbound stock
through a purchase order or
miscellaneous receipt
Basic and advanced inventory
movements or adjustments
Manage inter-site inventory
movements and transfers to sub-
contractors
Manage picking and packing operations
Easily access real-time
warehouse information
Manufacturing
and
Purchasing
Sales
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Delivery of new hand-held capabilities to support modern distribution environments
Enhanced warehouse capabilities including License Plate Management and directed
processes (put-away, picking)
Easier and simpler integration using modern web APIs
Automated Data CollectionDomain: Distribution
2021 R2
2021 R3
2021 R4
2022 R1
Current
2022 R2
Multi-site | Multi-unit | Multi-location | Batch management | Serial number management
Directed processes
TransfersInquiriesReceiptMovement and
adjustmentsPick and pack
Manage locations proposal during receipt and workassignment for
picker/zone
Receipt of inbound stock
through a purchase order or
miscellaneous receipt
Easily access real-time
warehouse information
Basic and advanced inventory
movements or adjustments
Manage picking and packing operations
Manage inter-site inventory
movements and transfers to sub-
contractors
Manufacturing
and
Purchasing
Distribution
Indicates MVP capabilities
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
New shop-floor execution capabilities
Easier and simpler integration using modern web APIs
Manufacturing Execution enablement
Shop-floor Execution - VisionDomain: Manufacturing
Multi-site | Multi-unit | Multi-location | Batch management | Serial number management
PrintMiscellaneousSetup and
runtime recording
Shop-floor Tracking
TransfersClocking &
Breaks
Print documentation and labels from the warehouse
Track material activities on the
shop-floor
Record operation run times
Manage inter-site inventory
movements and transfers to sub-
contractors
Time management for resources on the
shop-floor
Easily access real-time
manufacturing information
Purchasing Manufacturing
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
New shop-floor execution capabilities
Easier and simpler integration using modern web APIs
Manufacturing Execution enablement
Shop-floor ExecutionDomain: Manufacturing
2021 R2
2021 R3
2021 R4
2022 R1
Current
2022 R2
Multi-site | Multi-unit | Multi-location | Batch management | Serial number management
MiscellaneousClocking &
BreaksPrintTransfers
Shop-floor Tracking
Setup and runtime
recording
Easily access real-time
manufacturing information
Manage inter-site inventory
movements and transfers to sub-
contractors
Print documentation and labels from the warehouse
Track material activities on the
shop-floor
Record operation run times
Time management for resources on the shop-
floor
Purchasing Manufactuing
Indicates MVP capabilities
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Automated billing processes & Project ManagementDomain: Distribution and Project Management
Project deliveries
Scheduled invoicing
Project milestones
Project progress (%)
Time billing
Recurring billing
Distribution
Inventory orders
Non-inventory orders
Project Management is not just about managing the financial aspects of the project. Manage multi-
phase projects from plan to execution to complex billing models.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Provide customers with the flexibility to invoice both products and services
Supporting business decision making through a new billing center
Provide insight into projects so the business has visibility
Automated billing process - VisionDomain: Distribution and Project Management
Multi-phase projects | Complex distribution scenarios | New product introduction
Revenue Recognition
Billing and Invoicing
Project milestones
Billing in amount
Project progress (%)
Time billing
Support multiple revenue
recognition models
Support for Billing in amount
Billing of project activities based on user-defined
milestones
Billing of project activities based on progression
%
Support for time billing linked to
projects
Rules-basedBilling Center with pending /
invoiced projectelements
Ma
nu
factu
rin
g
Dis
trib
utio
n
Fin
an
cia
ls
Recurring billing
Support for recurring billing
linked to contracts
Scheduled invoicing
Billing of project activities based on a predefined
schedulePro
ject M
an
ag
em
en
t
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Provide customers with the flexibility to invoice both products and services
Supporting business decision making through a new billing center
Provide insight into projects so the business has visibility
Automated billing processDomain: Distribution and Project Management
2021 R2
2021 R3
2021 R4
2022 R1
Current
2022 R2
Multi-phase projects | Complex distribution scenarios | New product introduction
Revenue Recognition
Billing and Invoicing
Project milestones
Billing in amount
Project progress (%)
Time billing
Support multiple revenue
recognition models
Support for Billing in amount
Billing of project activities based on user-defined
milestones
Billing of project activities based on progression
%
Support for time billing linked to
projects
Rules-basedBilling Center with pending /
invoiced projectelements
Ma
nu
factu
rin
g
Dis
trib
utio
n
Fin
an
cia
ls
Recurring billing
Support for recurring billing
linked to contracts
Scheduled invoicing
Billing of project activities based on a predefined
schedulePro
ject M
an
ag
em
en
t
Indicates MVP capabilities
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Develop new products with flexibility
and accuracy, including detailed real-
time costing
Manage revision and test your
prototypes to validate your design
Define clear approval processes to
track decisions
Track product development costs
Monitor the profitability of products from
cradle to grave
New Product Introduction (NPI)Domain: Manufacturing and Project Management
Reduce the risk when developing and launching new products introducing new products with features
& capabilities that streamline the capture of estimates, provide what-if scenarios, & real-time analysis.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
>25% of total revenue and profits in industries comes from the launch of new products
The introduction of new products for consumers and OEMs requires detailed information, time and
dedicated resources from an organisation
New Product Introduction (NPI) - VisionDomain: Manufacturing and Project Management
Multi-unit | Revision management | Quality management | Release management
ReleaseApprovalCostDevelop Revise Pre-production
Release to production
Sandbox environment,
create products and materials
Real-time costing,
updates as BOM changes
are made
Changes automatically create new revisions
Manage prototypes
through evaluation and testing process
Manage multiple
submissions and approval
cycle
Project
management
Financials,
manufacturing,
distribution
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
>25% of total revenue and profits in industries comes from the launch of new
products
The introduction of new products for consumers and OEMs requires detailed
information, time and dedicated resources from an organisation
New Product Introduction (NPI)Domain: Manufacturing and Project Management
2021 R2
2021 R3
2021 R4
2022 R1
Current
2022 R2
Multi-unit | Revision management | Quality management | Release management
Release ApprovalCostDevelop RevisePre-production
Release to production
Sandbox environment,
create products and materials
Real-time costing,
updates as BOM changes
are made
Changes automatically create new revisions
Manage prototypes
through evaluation and testing process
Manage multiple
submissions and approval
cycle
Project
management
Financials,
manufacturing,
distribution
Indicates MVP capabilities
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Efficiently manage production plans
Optimise production plan by managing
product campaigns for similar product families
Reduce setup times and improve efficiency
with product setup matrix to optimally
sequence operations on products with like
attributes
Capable to Promise (CTP) – accurately
calculate delivery dates for new demands
Available to Promise (ATP)
Planning, scheduling and capacity managementDomain: Distribution and manufacturing
Manage capacity and throughput and enhance customer experiences
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Synchronize your entire production chain, from customer orders and work orders to
purchase orders
Meet delivery dates while using manufacturing resources as efficiently and
effectively as possible
Scheduling and Planning - VisionDomain: Manufacturing
Campaigns | Multi-level schedules | ATP | CTP
Advanced scheduling
Set-up matrixMulti-simulation
analysisAutomatic scheduling
Production Gantt
Standard overview reports
Addition of inventory, BOM, purchase orders
and WO materials in the scheduling
data
Automatic creation of a
feasible production plan
Creation of scenarios and
supports what-if analysis
Display of all the scheduled orders
loaded in the production plan
Reports supporting the analysis of the
current scheduling simulation
Optimize set-ups between like products
Inventory
and
Purchasing
Manufacturing
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Synchronize your entire production chain, from customer orders and work orders to
purchase orders
Meet delivery dates while using manufacturing resources as efficiently and
effectively as possible
Scheduling and PlanningDomain: Manufacturing
2021 R2
2021 R3
2021 R4
2022 R1
Current
2022 R2
Campaigns | Multi-level schedules | ATP | CTP
Advanced scheduling
Set-up matrixMulti-simulation
analysisAutomatic scheduling
Production Gantt
Standard overview reports
Inventory and purchase ordersAutomatic
creation of a feasible
production plan
Creation of scenarios and
supports what-if analysis
Display of all the scheduled orders
loaded in the production plan
Reports supporting the analysis of the
current scheduling simulation
Optimize set-ups between like products
Inventory
and
Purchasing
Manufacturing
BOM and WO materials in the scheduling data
Indicates MVP capabilities
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Manage what products can be purchased
Manage what products can be shipped
Control sourcing and distribution based
on multiple variables:
• Country
• Business Partner
• Product / Product family
• Weights or volumes or quantities
Controlled Sourcing and Distribution - VisionDomain: Manufacturing & Distribution
Reduce non-conformance risks by ensuring that changes or introductions to regulatory compliance
can be quickly adopted and easily managed with an easily configurable framework
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
In controlled industries like Chemicals and Life Sciences, sourcing and distribution of
specific substances is controlled
Manage multiple scenarios based on country, customer/supplier, weight/volume/quantity
Controlled Sourcing and Distribution - VisionDomain: Manufacturing & Distribution
Multi-phase projects | Complex distribution scenarios | New product introduction
Pick and PackControlled Distribution
Item Master Data
Management
License Controls
Receiving and Put away
Manage pick and pack
process of controlled items - Documentation
Product Characteristics
and industry specific
parameters
Define and manage
licenses used to control quantity,
weight or volume
Manage receipt and put-away of controlled items
- QC
Rules-basedcontrols to manage
distribution of products
Ma
nu
factu
rin
g
Dis
trib
utio
n
Fin
an
cia
ls
Country of Origin
Definition of controlled
coutries for sourcing or distribution
Controlled Sourcing
Executecontrolled
sourcing duringprocurement
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
In controlled industries like Chemicals and Life Sciences, sourcing and distribution of
specific substances is controlled
Manage multiple scenarios based on country, customer/supplier, weight/volume/quantity
Controlled Sourcing and DistributionDomain: Manufacturing & Distribution
2021 R2
2021 R3
2021 R4
2022 R1
Current
2022 R2
Indicates MVP capabilities
Multi-phase projects | Complex distribution scenarios | New product introduction
Pick and PackControlled Distribution
Item Master Data
Management
License Controls
Receiving and Put away
Manage pick and pack
process of controlled items - Documentation
Product Characteristics
and industry specific
parameters
Define and manage
licenses used to control quantity,
weight or volume
Manage receipt and put-away of controlled items
- QC
Rules-basedcontrols to manage
distribution of products
Ma
nu
factu
rin
g
Dis
trib
utio
n
Fin
an
cia
ls
Country of Origin
Definition of controlled
coutries for sourcing or distribution
Controlled Sourcing
Executecontrolled
sourcing duringprocurement
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. 49
Delivering Cloud Experiences
Technology Evolution
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Integration, APIs & Ecosystem - VisionDomain: Cloud, Distribution, Manufacturing and Finance
Developerecosystem
ISVsecosystem
A simple and secure means of storing and
sharing files to control the sequential
(asynchronous) exchange of data
A simple to use, secure and highly functional
service with which to build real-time
(synchronous) responsive application integrations
Cloud
Integrations
Master Data
Management
Real-time
commerce
Batch
operations
GraphQLAPI Framework
Data Integration API
API tracking
Service
Read
APIs300 std
templates
Additional APIs
Sales
Additional APIs
Purchase
Custom
templates
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
A simple to use, secure and highly functional API service
Build real-time (synchronous) responsive application integrations
Support for all deployment types
Integration APIs and EcosystemDomain: Cloud, Distribution, Manufacturing and Finance
2021 R2
2021 R3
2021 R4
2022 R1
Current
2022 R2
Multiple Deployment methodologies | Read and Mutation APIs | Secure | Real-time web APIs
Custom API Development
GraphQL Wave 3 & 4
GraphQL Wave 1
Data IntegrationDeveloper experience
GraphQL Wave 2
Allowing customers and
the eco-system to create, manage
and deploy advanced
customisations
API tracking progress GraphQL
Framework and ADC APIs
Sales &Manufacturing
APIsADC APIs
API sandbox for test
Read Only
APIs
GraphIQL
editor
Data
Integration API
GraphQL API
Developer
experience
developer.sage.com
Enablement of
custom
templates
Purchase & Manufacturing
APIs
Indicates MVP capabilities
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Release Radar
52
Our 36 month vision for Sage X3
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2021 The Sage Group plc or its licensors. All rights reserved.
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are
subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.
Sage X3 three year
release horizon
Process and
discrete
manufacturing
Multi-site
wholesale
distribution
Comprehensive
multicompany
financials
Project and
contract
management
Enterprise asset
management
Tax
management
Cash
management
Export/import
reporting
Field service
and maintenance
Advanced license
plate management
Resource
management
Resource planning
and utilisation
Automated data
collection
(ADC)
Advanced pricing
management
Shop floor
data collection
Advanced quality
management
New product
introduction
Web
scheduling
Advanced
revenue
recognition
Advanced
billing
e-Invoicing
framework
GraphQL API
framework
Data Management
Platform (DMP)
Update
management
Automated test
platform
Update
management
Delta patching
Cumulative
patching
Controlled
distribution
Controlled
sourcing
Banking
automation
Intelligent cash
management
Lease
contracts
Service
contracts
APIs
APIs
APIs
APIs
APIs
APIsAPIs
APIs
APIs
Formulation
management
Manufacturing
campaigns
ATP/CTP
Year 1 - 2021
Year 2 - 2022
Year 3 - 2023
Aspirational release plan over a 3 year horizon
Thank you
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