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Sage Intelligence. North American Roadmap 2013. IMPORTANT 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. - PowerPoint PPT Presentation

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Sage IntelligenceNorth American Roadmap 2013IMPORTANT

This roadmap is intended for use as a guideline and for information purposes only, and represents Sages 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. 2Q1-2013Q2-20132nd Half 2013201450US 50CDN 500100 X3 300 PFWSage Intelligence in North America7.37.37.37.3RDA7.3.5PU1 RDA7.3RDA7.47.2 1993-2006 Pragmatic Marketing, Inc. All rights reserved. Clients of Pragmatic Marketing are granted a limited license to use internally, for non-commercial purposes.Page 3Big picture for all products in NAThemesPU12014BeyondQ2Q4DateEase of use7.3 Ribbon64-bit ComplianceSage Intelligence Reporting for Sage 100 ERPTechnologyTechnical DebtIntegrated InstallIntegrated RDAReport Designer 2.0TBC 1993-2006 Pragmatic Marketing, Inc. All rights reserved. Clients of Pragmatic Marketing are granted a limited license to use internally, for non-commercial purposes.Page 4Target: high level partner and customer presentationsThemes6.1 PU16.2BeyondQ1Q42014Ease of use7.3 Ribbon64-bit ComplianceSage Intelligence Reporting for Sage 300 ERPTechnologyTechnical DebtTBCRDA 1993-2006 Pragmatic Marketing, Inc. All rights reserved. Clients of Pragmatic Marketing are granted a limited license to use internally, for non-commercial purposes.Page 5Target: high level partner and customer presentationsThemesRDAPU1BeyondQ1Q32014Ease of use7.3 Ribbon64-bit ComplianceSage Intelligence Reporting for Sage 500 ERPTechnologyTechnical DebtTBCSeparate InstallPerformance 1993-2006 Pragmatic Marketing, Inc. All rights reserved. Clients of Pragmatic Marketing are granted a limited license to use internally, for non-commercial purposes.Page 6Target: high level partner and customer presentationsThemes7.0BeyondQ42014Ease of useSage Intelligence Reporting for Sage X3TechnologyReport Manager 2.0Integrated Excel Add-InRDATBD 1993-2006 Pragmatic Marketing, Inc. All rights reserved. Clients of Pragmatic Marketing are granted a limited license to use internally, for non-commercial purposes.Page 7Target: high level partner and customer presentationsThemes6.0BeyondQ32014Ease of useSage Intelligence Reporting for Sage PFWTechnology64-bit ComplianceTechnical Debt7.3 RibbonTBD 1993-2006 Pragmatic Marketing, Inc. All rights reserved. Clients of Pragmatic Marketing are granted a limited license to use internally, for non-commercial purposes.Page 8Target: high level partner and customer presentationsThemes20142015Q22014Ease of useTBDSage Intelligence Reporting for Sage 50 USTechnologyUI Improvements64-BitUnicode Support 1993-2006 Pragmatic Marketing, Inc. All rights reserved. Clients of Pragmatic Marketing are granted a limited license to use internally, for non-commercial purposes.Page 9Target: high level partner and customer presentationsSage IntelligenceSage Intelligence Reporting 7.3 BetaOpportunity to offer SIRWA members to install and use the latest version of the Sage Intelligence Reporting (SIR) product prior to the official releaseEnable SIRWA members to provide valuable feedback on improvements made in version 7.3 as well as general comments on their experienceSIR 7.3 is a non-integrated stand-alone product. Sage Product Integrations will begin to take place in the 2nd quarter of 2013

The 7.3 Beta Program

What is the Beta Program about?

11SIRWA members will receive an invitation to join the Sage Intelligence Reporting 7.3 Beta Group on the BI Community

This group will be the primary means of communication for the Beta Program

Sage Intelligence Reporting 7.3 Beta Group will provide you with all the information required to participate in the Beta Program including the Installer location, Release Notes and Feedback FormsThe 7.3 Beta ProgramFeedback Platform

12The Sage Intelligence Reporting 7.3 Beta program will run from the 18th December 2012 to the 21st January 2013.

Members will be able to begin testing and providing feedback at any time during the Beta program. The 7.3 Beta ProgramBeta Program Timelines21st SIR 7.3 BETA ends18th SIR 7.3 BETA startIntegrated Solutions (Projected)

13The Sage Intelligence Reporting 7.3 release is focused on usability improvements. The Report Manager and Connector Modules boast a new ribbon feature with informative icons and labels for each function aiding users in easily identifying and accessing the features that they require. What is new in 7.3?Usability Improvements

14What is new in 7.3?Report Manager RibbonCommonly used features: Home and Help tabsLess Commonly used features: File and Tools tabs

15What is new in 7.3?Connector Manager RibbonCommonly used features: File, Home and Help tabs

16What is new in 7.3?Connector Manager RibbonCommonly used features: File, Home and Help tabs

17What is new in 7.3?Connector Manager RibbonLess commonly used features: Tools tabs

18Sage IntelligenceSage 300 ERP Report Designer Add-In BETAThe Sage 300 ERP Report Designer Add-In has been created to allow users to take control of all aspects of their report designs and layouts in Excel in a simple fashion, that also caters for users with complex reporting needs.

The Add-In allows users to create reports using the new In Memory functionality which enhances performance and allows large volumes of financial data to be processed very quickly. When using the Report Designer Add-In, smaller sets of data are retrieved from the database and GL accounts use simple formulas, thus resulting in the reports running out quicker with only the relevant data retrieved.

The Report Designer Add-In allows users to select the data and formulas from a task pane within Excel that is relevant to the report that they are building.

Users can now easily create cash flow, multi-currency, multi-year and multi-budgets reports as well as a variety of the standard accounting reports.

The Sage 300 ERP RDA Beta ProgramImproved Reporting Flexibility

20Opportunity to offer SIRWA members to install and use the latest version of the Sage 300 ERP Report Designer Add-In software prior to the official releaseEnable SIRWA members to provide valuable feedback about the Sage 300 ERP Report Designer Add-In software as well as general comments on their experienceAllow SIRWA members to be early adopters of latest Sage 300 Intelligence offering

The Sage 300 RDA Beta Program

What is the Beta Program about?

21SIRWA members will receive an invitation to join the Sage 300 ERP Report Designer Add-In Beta Program from Sage US team

Kick off meeting planned for 19 /20th December 2013

We will provide you with all the information required to participate in the Beta Program including the Installer location, Release Notes and Feedback FormsThe Sage 300 ERP RDA Beta ProgramFeedback Platform

22The Sage 300 ERP RDA Beta program will run from the 18th December 2012 to the 15th January 2013.

Members will be able to begin testing and providing feedback at any time during the Beta program. The Sage 300 ERP RDA Beta ProgramBeta Program Timelines15th Sage 300 ERP RDA BETA ends19/20 th Sage 300 ERP RDA BETA startRelease to Market

23The Sage 300 ERP RDA Beta ProgramListsLists in the Task Pane allow users to drag and drop the required lists e.g. Accounts list into the report. The user has the flexibility to delete any unwanted data in the list in the spreadsheet.

24The Sage 300 ERP RDA Beta ProgramFormulasFormulas in the Task Pane allow users to drag and drop the required formulas into their report. The user can also use the Insert Function to retrieve the RDA formulas. The formulas are linked to Accounts, Current Period, Company etc to retrieve the appropriate financial information.

25The Sage 300 ERP RDA Beta ProgramDrilldown FunctionalityUsers will have the ability to right click on a value in a cell and select the Drill Down option on the Excel menu. This will show the transactions associated with the value in a separate worksheet.

26The Sage 300 ERP RDA Beta ProgramExample of a report created using the Report Designer Add-InIncome Statement

27Thank you