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Sage IntelligenceNorth 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.

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.

Q1-2013 Q2-2013 2nd Half 2013 2014

50US 50CDN 500100 X3 300 PFW

Sage Intelligence in North America

7.3

7.37.3

7.3

RDA7.3.5PU1

RDA

7.3

RDA

7.4

7.2

Themes PU1 2014 Beyond

Q2 Q4 Date

Ease of use 7.3 Ribbon

64-bit Compliance

Sage Intelligence Reporting for Sage 100 ERP

Technology

Technical Debt

Integrated Install

Integrated RDA

Report Designer 2.0

TBC

Themes 6.1 PU1 6.2 Beyond

Q1 Q4 2014


64-bit Compliance


Technology

Technical Debt

TBCRDA

Themes RDA PU1 Beyond

Q1 Q3 2014


64-bit Compliance


Technology

Technical Debt

TBCSeparate Install

Performance

Themes 7.0 Beyond

Q4 2014

Ease of use

Sage Intelligence Reporting for Sage X3

Technology Report Manager 2.0

Integrated Excel Add-In

RDA TBD

Themes 6.0 Beyond

Q3 2014

Ease of use

Sage Intelligence Reporting for Sage PFW

Technology 64-bit Compliance

Technical Debt

7.3 Ribbon TBD

Themes 2014 2015

Q2 2014

Ease of use TBD

Sage Intelligence Reporting for Sage 50 US

Technology

UI Improvements

64-Bit

Unicode Support

Sage IntelligenceSage Intelligence Reporting 7.3 Beta

• Opportunity to offer SIRWA members to install and use the latest version of the Sage Intelligence Reporting (SIR) product prior to the official release

• Enable SIRWA members to provide valuable feedback on improvements made in version 7.3 as well as general comments on their experience

• SIR 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?

• SIRWA 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 Forms


Feedback Platform

The 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.


Beta Program Timelines

Dec ‘12 Jan ‘12 Q2 ‘13

21st SIR 7.3 BETA

ends

18th SIR 7.3 BETA

start

Integrated Solutions

(Projected)

The 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

What is new in 7.3?

Report Manager Ribbon

Commonly used features: Home and Help tabs

Less Commonly used features: File and Tools tabs

What is new in 7.3?

Connector Manager Ribbon

Commonly used features: File, Home and Help tabs

What is new in 7.3?


Commonly used features: File, Home and Help tabs

What is new in 7.3?


Less commonly used features: Tools tabs

Sage IntelligenceSage 300 ERP Report Designer Add-In BETA

The 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 Program

Improved Reporting Flexibility

• Opportunity 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 release

• Enable SIRWA members to provide valuable feedback about the Sage 300 ERP Report Designer Add-In software as well as general comments on their experience

• Allow SIRWA members to be early adopters of latest Sage 300 Intelligence offering

The Sage 300 RDA Beta Program

What is the Beta Program about?

• SIRWA 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 Forms


Feedback Platform

The 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.


Beta Program Timelines

Dec ‘12 Jan ‘13 Feb ‘13

15th Sage 300 ERP

RDA BETA ends

19/20 th Sage 300 ERP

RDA BETA startRelease to Market


Lists

Lists 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.


Formulas

Formulas 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.


Drilldown Functionality

Users 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.


Example of a report created using the Report Designer Add-In

Income Statement

Thank you