Sage Business Solutions Puerto Rico Customer Symposium Thursday November 8th, 2012

28,000 Business Partners

6.3m Customers

40,000 Accountants’ Clubs Members

#1 worldwide vendor of ERP software for SMBs*

$2.24 Billion Revenue

Who we are

Sage is a leading supplier of business management software and services to more than 6 million customers worldwide. From small start-ups to larger organizations, we make it easier for companies to manage their business processes.

Vision: To be recognized as the most valuable supporter of small and medium sized companies by creating greater freedom for them to succeed

Sage’s Goal is to Increase Value for its Customers

Enhance Extend Cloud

Increase The Value for Existing

Customers

Innovate to Serve Non-

Desktop Users

Provide Integrated Connected Services

Product Development Principles

MAS 90/200

Sage 100 ERP

Accpac

MAS 500

Sage ERP X3

Sage Fixed Assets

Sage Pro/PFW Sage CRM

Sage ERP

Sage Payment Solutions

Sage Intelligence

Sage Payroll & HRMS

Sage Fixed

Assets

Sage Mobility

Sage CRM

October 2011 FY 213 & Beyond

Where we are Going

Sage 500 ERP

Sage 300 ERP

Sage Visual Process Flows

Business Intelligence

Simplified “drag and drop” custom report creation Wizard to quickly create new customized layouts with multilevel groupings Column and page level groupings by any field Instant “what-if” scenario analysis

BI Report Designer

Facts on Mobile adoption • Mobile experiences eclipse the

desktop experience - bring your own device trend accelerates

• In 2013, mobile devices will pass PCs to be most common Web access tools

• Today mobile users outnumber

PC users 4 to 1

• By 2015, tablet shipments will be 50% of laptop shipments

Mobile adoption

Mobilizing sales and service teams

Payment Networks

Sage Exchange Platform

Mobile payments

Sage Exchange Online Launched May 2012

Source: *Saugatuck Technology, 2012 Global Cloud Business Software Survey, March 21, 2012

*

14

Transition to the Cloud

Software as a Service (SaaS)

• By 2016 more than 50% of CRM software revenue will be delivered by SaaS

• Business Intelligence applications are one of the top three fastest-growing SaaS areas with a 27.1% CAGR from 2011 through 2016

• Cloud Payments are forecast to grow from $4.7B in 2011 to $10.6B in 2016, generating a CAGR of 17.8% worldwide

Source: Gartner, November 2012

Connect to Sage CRM for iPhones

iPad – Dashboard with Sage 300 Data

Sage Inventory Advisor * Available Q1 2013

Sage Licensing

Sage Business Care Sage Advisor

Sage Community

Services Solutions

Distribution Solutions

Manufacturing Solutions

Sage Payment Services

Sage Sales Tax

Sage Shipping

Sage e-Filing

Sage Mobile Sales

Sage Mobile Services

Sage Inventory Advisor

Sage Account Billing & Payment

Sage Payroll

Sage HRMS

Sage Intelligence

Sage Fixed Assets

Sage CRM

Sage ERP

Mobile Applications

Common Customer

Experience

ISV

Features as a Service

Connected Services

Common Solutions

FY 13 Focus Areas

FY 13 Summit 13 FY 14 FY 15

Sage ERP X3 V 6.5

Oct 12 “Cloud”

‘simple’ V 7 V 7

Oct 13 Emerald

V 8

2013 V Dec 12

Sage 100 ERP

Sage 300 ERP

Sage Fixed Assets

Sage 500 ERP

2014 V Aug 13

2015 version

2016 version

2012 V Sep 12

2013 V Jun 13

2014 version

2015 version

V 13.1 Oct 12

V 14 version

V 15 version

v16 version

2013 V Dec 12

2014 V Oct 13

2015 V version

Sage ERP X3 Cloud & Mobility

Sage 300 ERP Cloud (Azure)

Cloud option for Sage 100 ERP customers

Migration Products

Major Releases & Product Updates

FY 13 Summit 13 FY 14 FY 15

Sage ERP X3 V 6.5

Oct 12 “Cloud”

‘simple’ V 7 V 7

Oct 13 Emerald

V 8

2013 V Dec 12

Sage 100 ERP

Sage 300 ERP

Sage Fixed Assets

Sage 500 ERP

Migration Products

2014 V Aug 13

2015 version

2016 version

2012 V Sep 12

2013 V Jun 13

2014 version

2015 version

V 13.1 Oct 12

V 14 version

V 15 version

v16 version

2013 V Dec 12

2014 V Oct 13

2015 V version

Sage ERP X3 Cloud & Mobility

Sage 300 ERP Cloud (Azure)

Cloud option for Sage 100 ERP customers

Plus Mobile & Connected Services

FY 13 Summit 13 FY 14 FY 15

Sage ERP X3 V 6.5

Oct 12 “Cloud”

‘simple’ V 7 V 7

Oct 13 Emerald

V 8

2013 V Dec 12

Sage 100 ERP

Sage 300 ERP

Sage Fixed Assets

Sage 500 ERP

2014 V Aug 13

2015 version

2016 version

2012 V Sep 12

2013 V Jun 13

2014 version

2015 version

V 13.1 Oct 12

V 14 version

V 15 version

v16 version

2013 V Dec 12

2014 V Oct 13

2015 V version

Sage ERP X3 Cloud & Mobility

Sage 300 ERP Cloud (Azure)

Cloud option for Sage 100 ERP customers

Migration Products

Plus Integrations & ISV solutions

Sage’s Goal is to Increase Value for its Customers

Enhance Extend Cloud

Increase The Value for Existing

Customers

Innovate to Serve Non-

Desktop Users

Provide Integrated Connected Services

23

Product Development Principles

Our Partners

Sage Product Partners

Sage Partner Solution Description

Sage ERP Document Management by Altec

Alerts and Workflow for Sage by VineyardSoft

Robert Lavery & Associates represents several Development Partners whose products aid in improving business processes and better decision making.

Your Sage Hosts

• Mike Wingrove – Vice President Partner Sales

• Peter Grajczyk – Regional Sales Manager

• Chrystina Aros-Portillo – Regional Account Manager

• Rob Lawson – Pre Sales Engineer and CRM Guru

• Leanne Lowe - Pre Sales Engineer

• Debbie Hill – Sage Intelligence Guru

• Bret Elliott – X3 Pre Sales Director/ Forecasting & Budgeting

• Suzanne Spear – Director of Events

• Kimberly Dorony – Events Manager

Agenda Time Event Presenter Location

8:00 a.m.–10:00 a.m. Conference Registration Las Olas Prefunction

9:00 a.m.–10:00 a.m. Sage Update Mike Wingrove Las Olas

10:00 a.m.–10:15 a.m. AM Break Las Olas Terrace

10:15 a.m.–11:15 a.m.

Product Roadmap Concurrent Sessions: Sage 300 ERP Sage 100 ERP

Rob Lawson Leanne Lowe

Las Olas Salon del Mar

11:30 a.m.–12:30 p.m.

Sage Solution Concurrent Sessions: Sage CRM Sage Business Intelligence and Reporting Sage Fixed Assets Sage ERP X3

Rob Lawson Debbie Hill Leanne Lowe Bret Elliott

Las Olas Salon del Mar Tropical A Tropical B

12:30 p.m.–1:30 p.m. Lunch Las Olas Terrace

1:30 p.m.–2:30 p.m.

Sage Solution Concurrent Sessions: Sage CRM Sage Business Intelligence and Reporting Sage Fixed Assets Forecasting and Budgeting

Rob Lawson Debbie Hill Leanne Lowe Bret Elliott

Las Olas Salon del Mar Tropical A Tropical B

2:30 p.m.–2:45 p.m. PM Break Las Olas Terrace

2:45 p.m.–3:45 p.m.

Endorsed/Development Partner Concurrent Sessions: Document Management Alerts and Workflow Solutions from Robert Lavery

Altec Vineyardsoft Robert Lavery

Las Olas Salon del Mar Tropical A

4:00 p.m.–5:00 p.m.

Ask the Experts: Partner Showcase and Networking Reception

Las Olas and Terrace Altec Robert Lavery

Vineyardsoft

5:00 p.m.–5:15 p.m. Closing Remarks and Prize Giveaway Mike Wingrove Las Olas

Raffle Prizes

• 5 – Fifteen Dollar ($15) i-tunes gift cards • 1 Sage Summit 2013 Registration Pass

Grand Prize: iPad

Must be in Attendance to Win

Have a Wonderful Day! Puerto Rico Customer Symposium Thursday November 8th, 2012