Sage Work Stream Focus Groups

Cherryl Holliday & Graham Hoyle June 2009

Agenda

• Why we are here

• Our Thinking− Our Mission− Approach− Internal v External− Internal Work streams

• Focus Groups Format

• Progress

Why we are here

“Graham and Cherryl will explain the format and the thinking behind the new Line 500 / Sage 1000 Focus Groups, how they will work, commitment level required from customers and answer any questions you may have about being involved in these sessions”

• Ensure that Development meets Business Requirements• Ratification

Our Thinking

The Enterprise mission

“To create a true mid market business by working together to deliver a series of compelling product and service propositions to the Enterprise market in order to drive financial performance and recommendation within our chosen areas of the mid market”

• Usability and User Interface − Deliver a more contemporary user interface that will keep the product

competitive and up to date aesthetically, whilst new usability and efficiency concepts will improve the general user experience and assist new and existing users in improving productivity.

• Interoperability− Use open interoperability standards to allow more consistent and flexible

integration between the core Sage 1000 ERP module and complementary productivity modules.

• Reporting− Provide an integrated reporting solution to deliver the basic (management

and legislative) reports normally associated with a strong business management offering.

Our Approach

Work Streams

• Stage one− Gather information based on our own internal experience

oConsultants & Professional ServicesoSupportoSales

• Stage two− Ratify findings with external interested parties

− Ascertain whether modules/options are still relevant

− If no longer used, why? Not Fit for Purpose? Any other reason?

• Stage three − Demonstrate changes

oVia WebEx, oConference Call, oFace to Face

Internal v External

Stage One: Internal Work Streams

Work Streams

• Financials

• Commercial

• Manufacturing

• CRM

• Additional Modules

• HR & Payroll

Work Stream – FinancialsCherryl Holliday

FINANCIALS

Absorption Costing NF

Accounts Payable AP

Accounts Receivable AR

Cash Management CM

Credit Management CK

Fixed Assets FA

General Ledger GL

General Ledger Consolidation GC

Inter Entry Accounting IE

Job Costing JC

Electronic Payment - BACS BC

International Payments - Euro BACS BA

Archiving RE

Central Files CE

System Key Maintenance SK

Work Stream – CommercialGraham Hoyle

COMMERCIALExtended Discounts EP

Inventory Management IC

Purchase Order Processing PO

Purchase Reqs PQ

Repairs incl. Returns Entry & Utilities RR/AQ

Repetitive Route Scheduling AV

Sales Invoicing & Analysis OP

Sales Order Entry/Intrastats/VAT OE/IS/VT

Bill of Materials BM

EDI & XML EI/EO/XI/XO

Waste Management WP

Branch Inventory Management AW

Contract Management RB

Telesales - Includes: - AT/TU/AX/AF

Order Entry/Utilities/Point of Sale/Post Code Search  

• Within each work stream what are the areas that require improvement;− In terms of reporting− In terms of integration− In terms of UI and Usability

• In each of these 3 themes think in terms of;− Areas for improvement− Priority

Work Stream Guidelines

• Looked at the functional areas across the work streams • Are all modules within this work stream still relevant to the customer base

• Which modules within this work stream could interact better with each other− Which modules may require interaction across work streams

• What is being logged with Support• What are the functional “no-brainers”

− Period end workflow− List views− Export to Excel

Work Stream Progress

• Stage one− Gather information based on our own internal experience

• Stage two− Ascertain whether modules/options are still relevant− If no longer used, why? Not Fit for Purpose? Any other reason?− Ratify findings with external interested parties

oFocus groupsoSite Visit – business process

− Explorer information gathered internally− Demonstrate progress

oFocus groupsoWebEx, Conference CalloBusiness Partner interaction

Internal v External

Stage Two: External Work Streams SUN Focus Groups

Graham Hoyle

Focus Group Format

• Each meeting will have a theme− Ascertain whether modules/options are still relevant to you

• How they’ll work− Separate work stream (Financial/Commercial)− Open and Interactive

− Introductionso Who, company, role

− Ratify work in progress

− In preparation, think about; o Areas of the software where modern business has moved ono Niggles today (Quick Wins)o Priorities

Focus Group

• First Focus Groups− At The Binding Site Ltd on June 25th

− Financials 10:00 – 12:00− Commercials 13:00 - 15:00− If you are interesting in attending, Contact Nicole

o njames@SageUserNetwork.com

• Going Forward− Themes− Frequency− Continuity

o Start of a journey

Work in progress

Approach - UI and Usability

• Create a more modernised look & feel for the forms

• Present the application as “Rich client” in a web browser rather than wholly web or Windows

• Reflect the new Sage Brand

• For Shallow Refresh forms, apply the new style but retain the original flow through the application

• For Deep Refresh work, apply the style, and improve the flow and composition

Forms Style

Toolbar along top using standard

Sage icons

Toolbar along top using standard

Sage icons

Groupboxes in new Sage brand

colour

Groupboxes in new Sage brand

colour

Style for Legacy lists

Style for Legacy lists

Title bar using standard Sage

style

Title bar using standard Sage

style

Forms Style

Forms Style

Forms Style

Tooltip assistance to identify tab

Tooltip assistance to identify tab

Deep Refresh Approach

• Change the flow to compose a single form using separate elements

• Use tabs to enable access to different information groups

• Key information remains on screen as the user works in different areas

• Adopt a List based UI approach to enable users to perform different actions from a single point

25

Current Product

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Current Product

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Current Product

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Current Product

29

Current Product

30

Future Product

Copy to Excel

In closing

• Why we are here

• Our Thinking− Our Mission− Approach− Internal v External− Internal Work streams

• Focus Groups Format

• Progress

Questions?