Sage Review & Strategic Direction
David Pinches
Head of Software Group
Sage User Network AGM
February 2008
2
Agenda
• Product & Suite Development Strategy– Line 500– Sage 1000– CRM– Business Intelligence– HR & Payroll
• Q&A
3
The evolving requirements
• Beyond departmental business processes• Towards all key business processes
ManagingFinance
ManagingPeople
ManagingCustomers
ManagingFuture
Direction
ManagingSpecialistProcesses
ManagingOperations
• These business processes• Cross departments / divisions• Are interdependent
4
Sage SuitesWill manage all key business processes
Accounting & Finance
HR & Payroll
Customer Management
Service & Support
Sales Management
Business Operations. Internal
& with trading partners
Marketing Management
Business Planning
Specialist Industry
Processes in Manufacturing,Construction &
Retail
IntegratedBusiness processes
Data
Reporting & Analysis
User Access
Lan, Wan, & Mobile
5
The Sage UK product portfolio
All UsersFinance and Operations Users
5
10
50
100
10
20
100
500
Functionality
International
1
Sage Line 500
7
Sage Line 500 commitment
• Dedicated product management and R&D team• Themes for development
– Listening to customers to deliver what they require– Focusing on improving application usability– Improving the User Interface experience– Widening the integration capability though APIs– Supporting extended business processes outside of
Line 500• Continuing to link to other Sage software such as
SalesLogix, Sage Payport, Sage Asset Manager and SageBI
8
Sage Line 500 roadmap
January 2008 January 2009August 2007 August 2009
October 2007
Line 500 v7
Payroll2008/9
Line 500 v7.1 Line 500 v7.2
Payroll2009/10
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Sage Line 500 v7 – key additions
UsabilityUniversal Client enhancements
Alternative BOM and Routes
Multi-company batch queue clear-down
Analysis codes in scheduled orders
Customer WishlistAuto Credit Notes
Flexible Item Reallocation
MBEs-Auto GL year-end journal -Improved aged debtors analysis
Market-driven WishlistEnhanced; Back-to-back order processing; Customer Returns module; and Credit Management module
Stock Hold and Obsolete controls
Carousel VAT (UK)
IntegrationSupport for additional transaction typesAdditional APIsSupport for .Net2
InternationalUpdate of existing formsetsTranslations for works-orderless Production, Product Management and Manufacturing Extension Pack
PlatformsWindows Vista ( UC & GUI )
Internet Explorer 7
UNIX platform updates
10
Sage Line 500 roadmap
• Availability of these applications with Line 500 v7 is in planning:– Update to Sage Asset Manager v1.0– Update to SageBI v7.0– Update to SalesLogix v7.1 / v7.2– Refresh Sage Retail and Payport
• Line 500 v7.1 will deliver many customer requested improvements
• As well as a number of new key modules– Snowdrop HR module– Sage payment processing
Sage 1000
12
Accounting, Finance & Payroll
Business Information Reporting & Dashboards
Customer Management
Service & Support
Sales Management
Business Operations, Distribution,
Manufacturing
Marketing Management
Web Access & Self Serve
Business Workflow and
Alerting
Single
User Interface
Data Structures
Licence and User Management
Role Based
Configuration Environment
Sage 1000 – a single integrated business system
13
Sage 1000 in review
• Manage much more of a business– Front office to back office operations
• We’re delivering what customers want– Four releases in 18 months – A roadmap validated by customer feedback
• Actively marketed for acquisition of new customers– Successful ‘Invest Time’ campaign– Customers are choosing Sage 1000– 60% of sales are to new customers
14
Sage 1000 is becoming a ‘mature’ product with over 70 customers and some glowing references
• “We needed more sophisticated IT systems in order to meet our requirements”
• “This value will only increase further down the road”• “Sage really understands the needs and issues of UK businesses”
Information Age Effective IT Awards 2007
Most Effective Use of Information Category
Sage 1000 at Scientific and Chemical Supplies
Sage 1000 in review
15
January 2008 January 2009
Jul 2008v2.2 RTM
Mar 2008Payroll
Jan 2008v2.1 RTM
Jan 2009v2.3 RTM
Oct 08v2.3 HHS
Oct 07v2.1 HHS
The Sage 1000 roadmap
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Session Summary
• Sage is committed to supporting mid-market businesses– Growth is organic & through acquisition
• Choice between a single integrated system and a componentised system– Sage 1000, the new offering– Sage Line 500, with commitment to delivering a full roadmap
• Delivering against our customers requests• Medium term roadmap will deliver further on
– Additional integration of the core applications– More relevant and requested applications functionality– Expanding the suite concept
• Sage is listening and responding
CRM Solutions
18
Sage CRM Product Strategy
• Core product– Quality & performance– Customer requested features
• Integration– Out of the box ERP integrations– Integration engine, account entity, quotes/orders API.
• Localisation– Far eastern languages– Expanding European languages
• Technology– Expanded integration capabilities– Web services and .net interfaces.– Move towards more open database and browser support
19
SalesLogix Product Strategy
• Premium level CRM application– Sales, Marketing, Service and Support
• Best-in-class usability• Industry leading customisation • Mobility leadership with customisable support
for the most popular devices (e.g., Blackberry, PPC, etc.)
• Multi-client architecture (Web, Windows and Mobile)
• Modern architecture lowering cost of ownership
20
Business Intelligence
• Hitherto an independent organisation– Pulled in many directions within UK and globally– Delivery has not been upto expectations
• Now part of UK Mid Market Division• Absolute focus on
– Business Intelligence for Line 500– Business Intelligence for Sage 1000– Business Intelligence for Sage 200
• Integrated into the roadmaps
21
HR & Payroll
• Snowdrop & KCS Acquisitions• Mid Market – HR & Payroll Software and
Services• Significant domain and software delivery
knowledge• Can be implemented and integrated today• 2008 Development Strategy
– Integrating Snowdrop HR into Line 500, Sage 1000 Payroll
• Longer Term– HR and Payroll as a fully integrated solution set for
Sage 200, Line 500 and Sage 1000 users
22
Sage mid-market strategy
Questions?
Sage Review & Strategic Direction
David Pinches
Head of Software Group
Sage User Network AGM
February 2008