SagePFWRetirement Planning Session

September 12, 2013

Agenda

• Why Retirement Planning

• What to Expect

• What to Consider

• Your Options

• Takeaways

Agenda

Simply Put

Sage will end all

support and updates

after March 30, 2014

Sage has announced

that they plan to reduce

the number of

supported ERP products

from 12 to 3. The end

of life process is starting

with Sage Pro and PFW

Why Retirement Planning Matters

What to Expect

• Tax Updates, payroll Updates and 1099 Updates for 2013 only

• Sage will not release any 2014 updates• Sage PFW will not be certified or supported

for any new platform

System functionality always available - platform technology will continue to age

What to Expect

SeptemberFinal PU3

Program Fixes Only

V5.9.3

December1099 Updates

for 2013

March 31, 2014End of all product

updates for Sage PFW

Remaining Product Updates

FebruaryFinal PU2

Program Fixes Only

V5.9.2

Things to Consider: Transition

What are your data migration needs?

Will new system replicate current financial report functionality?

Do you have requirements for integrations with other tools & technologies?

Things to Consider: Deployment

Can your environment and staff maintain an unsupported application?

Is a hardware investment required?

Have you budgeted for surprise issues?

Considered benefits of moving to the cloud?

Cloud computing is a

style of computing

in which dynamically

scalable and often

virtualized resources

are provided as a

service over the

Internet

Cloud computing

Simply Put

Obtaining processing,

storage, and

applications– from

someplace outside

your own four walls,

and paying only for

what you use

What is Cloud Computing?

Free Up ITSave MoneySave Time

Cloud drivers

Why Move to the Cloud?

Types of Clouds: Public Cloud

Services are delivered to the client via the Internet from a third party service provider. Service providers own and operate the infrastructure.

Example

10

Types of Clouds: Private Cloud

Operated solely for a single organization, whether managed internally or by a third-party and hosted internally or externally.

Example

11

VCloud

Vertical Solutions

Types of Clouds: Cloud Apps

A software package that can be accessed through a web browser, residing on a central server rather than installed on a desktop

Example

12

Cloud ERP: What to Expect

No additional platform licenses

needed

No software maintenance

Included unlimited

support

Included upgrades &

payroll services

Predictable monthly fees

Included backup & disaster recovery

Redundant security

No hardware purchase

Included data storage

24x7 performance monitoring

Remote help desk support

Fast network recovery time

What are your Options?

Stay on your

SagePFWw Care Plan

Move to

HostedSagePFW

Move to MicrosoftDynamics GP

Move to

HostedDynamics GP

Stay on SagePFW

• Best effort plan

• Unlimited application support for SagePFW solution

• Limited time - available for one year from the official end of life date

On Premise SagePFW with a vCare Plan

Hosted Sage PFW

Hosted SagePFW with a Support Plan

• Predictable investment, minimal upfront costs

• Unlimited application support

• Proactive management of your IT

• Data backup and disaster recovery

• 24x7x365 monitoring & management

• Guaranteed system availability

Microsoft Dynamics GP

On Premise Dynamics GP

• Easy to learn, it works like and with the Microsoft Office systems you already use

• Connects the full range of functionality across your organization

• Utilizes your current data recovery and backup processes

• Substantial investment by Microsoft guarantees an enhanced and supported system

Hosted Microsoft Dynamics GP

vCloud Dynamics GP

• Predictable investment with minimal upfront costs

• Limited disruption during transition to new system

• Unlimited application support

• Proactive management of patches and updates

• Data backup and disaster recovery

• 24x7x365 monitoring and management

• Guaranteed system availability

• Microsoft Office Standard included

• Microsoft guarantees an enhanced and supported system

Dynamics GP Functionality

Financial ManagementBusiness Intelligence

Human ResourcesReporting

Supply Chain

Payroll

FormulationOffice Integration

Laboratory

Lot Traceability

Costing

Workspace Collaboration

ComplianceQuality Control

Productions Planning

Dynamics GP Business Intelligence

Things to Consider: Partner

Is the partner’s business stable?Do they have business & industry experience?Will they provide references?Have they achieved certifications?Do they consider the features you need?Is the team technologically proficient?Do they have a history of effective deployments?

Things to Consider: Partner

Effective Deployment

After the successful launch

of your new system, we continue to

provide on-going support . This is

delivered through our help-desk,

updates, free webinars and user

group sessions.

Ongoing Support

The final production

system is now completed, with

legacy data migrated to the

new system. All of the resources of

the team are on-site and ready to

make the final transition to the

new system.

Implement and Go-Live

Building on the pilot system and

utilizing data migrated from

SagePFW, Step 3 begins the process of

teaching new system users the

best practices and procedure.

Train, Test and Accept

Using the review, Vertical Solutions

proceeds to construct a pilot

system, which will be used to

validate the business

processes and system

functionality specified in the

project plan.

Design, Develop and Build

The first step begins by

conducting a thorough review

of the business requirements and

processes, to determine those

aspects of the business that may

need improvement and

refinement.

Analyze, Plan and Understand

Takeaways

• Evaluate the option that makes most sense for your business and budget

• Schedule your planning session

QUESTIONS?

Contact Information

Bob Ellsonbellson@verticalsol.com412.779.2430