• During the Webinar, all attendees will be muted and placed in listen only mode. I will open the lines at the end of each section and address questions. I will open the lines again during the Q&A session.
• If you have a question, you may also enter it in the chat window and I will answer promptly during the Q&A session.
Areas of Investment
User Experience
Integrations
Cloud
Mobility
Presenter
Presentation Notes
Main areas of investment go above and beyond on core product. Speaking with Erica Burles a while ago about the importance of user experience. She was telling me that even though competitive solutions don’t offer nearly as much functionality as we do or indeed have the robust audit capabilities some customers care more about that the solution is easy to use.
Sage 100 ERP
Sage 300 ERP Roadmap 2014 Release • User Experience
Enhancements • Improved integrations
Product Updates
Product Updates • Enhancements based on
user feedback
Sage Mobile Sales Sage Mobile Service Sage Billing & Payment
5
Sage Inventory Advisor
2015 Release Sage 300 Online
2013 2014
SAGE 300 ERP 2012 PRODUCT UPDATE 1
Now Available!
Presenter
Presentation Notes
What we know is that many partners and customers like to wait for the first Product Update to be released before they upgrade. We certainly saw a substantial spike in upgrades after this release.
Online Payroll powered by Sage Source • Included with new Payroll
• Employee self-service web portal to access
• Pay history • Company announcements
Sage Intelligence Enhancements • New Designer Add-In
– Much easier to use
– Better performance – in-memory processing
– Able to show multi-offices/departments and multi-budgets
Color coded companies • Users will be able to distinguish between open companies by
assigning a different color code.
SAGE 300 ERP 2012 PRODUCT UPDATE 2
Planned for Q3
Sage 300 ERP 2012 Product Update 2
Excel 2013 compatibility
Sage CRM 7.2 integration
Latest fixes
SAGE 300 ERP 2014
Q4 Release
Improving the User Experience
User Interface refresh
Enhanced data entry screens
Required fields indicator
User License Management
Visual Process Flows
Refreshed desktop
New ribbon Modern icons
Refreshed data entry screens
Improved spacing and alignment
Overall screen size 30% larger
Modern coloring and new icons
Required Fields Indicator
Presenter
Presentation Notes
Need your guidance at the conference. Is the required fields indicator too subtle? Kelly Hummel suggestion don’t highlight screens if you are in read only mode. Distracting.
User License Management Utility
Presenter
Presentation Notes
Special thanks to members of the Product Advisory Council. Good debates and useful insights. The more detailed screen to see which users are accessing which screens does not really lend itself to PowerPoint. In that screen, users will be able to see who is using what screens and how long they have been in there. A user no longer requires a LanPak either to see who is logged on. We will provide the administrator the capability to message users to log out of the system. We are also exploring the option of providing a “kill” capability in Product Update 1 which would provide users with admin type capabilities to forcibly log people out of the system. R&D cannot guarantee data integrity 100% although we believe the potential for data corruption is limited. We originally decided to remove this feature but further research with customers suggested they REALLY want this feature and believe the onus is on the client to use this wisely. It is interesting to note that on a recent call with the consultants at Net@Work to review the road map there was a robust debate on both sides. Richard and I plan to do more research at Summit and make a call on this shortly after Summit.
Visual Process Flows
Presenter
Presentation Notes
New VPF’s for PJC, UP & CP. We have VPF’s for each of the main modules now. In future releases we will change our focus and deliver more VPF’s by user Persona that cross modules for persona’s such as Controllers for example.
Link to 3rd Party Applications & MACROS
Presenter
Presentation Notes
The number 1 request we heard from customers and partners was to extend the capability of VPF’s to link to 3rd party products, custom reports, ISV’s or MACROS. We have now added this capability and believe this has the potential to greatly increase adoption. Many partners have shared with me that they demo the portal but no longer implement it because it is too hard to implement and maintain. They saw the potential to leverage VPF’s instead but REALLY wanted this extra functionality. Now you have it so let’s make it count!
Enhancements
GL Transaction Listing
Allow duplicate serial numbers
Default Bill of Materials
Display Original PO user
Report Filters • GL Transactions Listing Report - Filter by Range of Fiscal
Years
Allow Duplicate Serial Numbers
Presenter
Presentation Notes
This feature introduces greater control in the system by ensuring that users who incorrectly assign the same serial numbers to multiple items are unable to do so. However, if they want to be able to enter duplicate serial numbers they can continue to do so. Customers who incorrectly assign an existing serial number to a second item will be blocked from doing so when it should not be allowed.
Default Bill of Materials
Presenter
Presentation Notes
When a customer is creating an assembly the default BOM will be assigned automatically when the user enters the item number. Users can reassign BOM’s as needed for seasonal items to speed up data entry and minimize user error. A user may build a desk. Various components are needed to build the desk. They may decide to use different BOM combinations based on seasonal variation or availability. The default BOM greatly reduces user error and makes it faster to create the transaction.
Display Original PO User
Presenter
Presentation Notes
In 2012 we added this field for Order Entry. Entered By” field to help determine who entered the PO to improve internal operational efficiency.
SAGE MOBILE AND CONNECTED SERVICES
Presenter
Presentation Notes
I WIL
Sage Mobile Sales
Sage Mobile
Services
Sage Inventory Advisor
Sage Billing & Payments
Sage Mobile & Connected Services
Presenter
Presentation Notes
Sage Mobile Sales lets field sales people access ERP data to complete the sale on their iPad or Android tablet Sage Mobile Services gives field services representatives access to billing and time entry from their smartphone Sage Inventory Advisor provides anytime analysis of inventory status, product scoring, customer scoring and more on a per use basis Sage Account Billing and Payments takes the billing and collections of outstanding balances off the ERP desktop and allows customers to access the information and pay their invoices or balances on-line with a credit card or electronic funds transfer
Sage Mobile Sales
Increase Revenue per Salesperson - Upsell, Cross Sell and Repeat
sales
Sales Manager Discount Approvals, KPIs and Trend Data
for Team and Individual Reps
Take immediate payment on the
spot
Sage Mobile Service
Wow your customers with
real-time and historical information while on-site
Increase Field Service
Revenue - Take payments directly from
the mobile device
Optimize schedules
Invoice work orders as they are completed in the field
View KPI’s from the web portal
Sage Billing and Payment Electronic Invoice via email with Click to Pay Option Automate Receipt
Emails and Resending of Invoices
Customer Billing Communication History
Improve customer communications and time to receive payment via
electronic billing
Provides Customer billing communications management, and tracking which combine to reduce
delinquent accounts for customers.
Presenter
Presentation Notes
Sage Account Billing & Payment cuts on administrative tasks, automates and gives you visibility into payments.
Sage Inventory Advisor
Presenter
Presentation Notes
Are you holding too much stock but still experiencing stock-outs? Sage Inventory Advisor is a cloud-based inventory management and optimization solution that helps companies Release working capital back into the business Improve product availability and sales Rebalance stock to meet desired service levels Sage Inventory Advisor provides daily visibility of items needing attention by providing a digital dashboard that focuses attention on stock-outs, potential stock-outs, surplus orders and excess stock Monitors supplier delivery performance Generates line item forecasts using a variety of algorithms and best fit technology Calculates the optimal replenishment quantities Applies a unique risk methodology to determine ideal inventory profiles Integrates with Sage 300 ERP Inventory Data
Sage Mobile App Demo
Sage 300 ERP 2015 and beyond
• Attached Documents stored in the cloud
• Role Based Visual Process Flows
• Auto Complete • Bank Enhancements • Project Accounting
connected service • EE-mail AR\OE transactions
using ship to email address • Delete user authorization
when deleting a user
• Recurring AR Payments (Credit card)
• EFT Receivables via Sage Exchange
• Ability to offset debtors & creditors (contra entry)
• Enhanced report security
Under Consideration:
Presenter
Presentation Notes
Talk about Sage Construction online document management solution & Idea validation.
Sage CRM Product Vision
• Cloud First
• Responsive for Mobile
• Inherently Social
• Inherently Adaptable
• Next Generation CRM and ERP Integration
• Next Generation UI and UX
Responsive for Mobile
• Maintain and build on Apps strategy
• Responsive design
• Optimized themes no longer required
Inherently Social
• Sage CRM will evolve to become more social
• Building Sage CRM with social in mind with the aim of helping our customers add value to their business
• Focus on collaboration
• Focus on SMB requirements
• Maintain and enhance our existing social media integrations
Inherently Adaptable
• State of the art JavaScript API for complex customizations
• Easy for the user to adapt and configure
• Ability to create new modules for Cloud systems in 2013 R1
• Intuitive Builder that guides you through module creation
