Taking Sage 100 to X3

Comparing the Solutions and Finding the Best Fit For YouFebruary 11, 2014

Agenda Today:•Introductions and Agenda for today•Solution Highlights•Q&A

Introductions

•Alicia Anderson – Facilitator▫Marketing, Blytheco

Skip Hulme• X3 Practice Manager, Blytheco• 25 years of professional experience in

application design and development, product management, and technology consulting

• Senior Product Manager for both Sage 500 and Sage ERP X3 at Sage North America

• Central role in developing the localized version of the X3 Standard Edition, including its Implementation Methodology and Kit.

Charles Rogers• Sage Solution Architect• Blytheco's Laguna Hills, CA office. • Specializes in training and solution design for Sage

100 ERP, BusinessWorks, Distributing and Manufacturing, Crystal Reports and FRx.

• Over twenty years of Sage 100 ERP experience as an end user, consultant and Certified Trainer. He is a Certified Trainer for Sage 100 ERP, Sage Intelligence, BusinessWorks, Crystal Reports, FRx.

• Has received the ATC National Trainer of the Year award.

X3 is Powerful Automation plusIntegrated Business Processes

ACCOUNTING & FINANCEGeneral ledgerAR/APPaymentsCost accountingBudgetingAllocationsFixed assetsMulti-currency, multi-company, multi-legislation/multi-chart of accounts

SALESPricing, quotes & contractsOrder entryProduct configurationInventory allocationsDelivery scheduling &

shippingInvoicingCustomer returnsSales commissions

PURCHASINGPurchase requestsEncumbrance accountingRequests for proposalsPurchase ordersOutsourcing/Sub-

contractingMulti-level approval

processingContractsInvoice tracking

Web PortalVisual Processes

Workflow & AlertsBusiness Intelligence

Document ManagementMS Office Integration

Search Engine

CustomerService

ManufacturingAccounting& Finance

Sales

PurchasingInventory

INVENTORYMulti-level warehousing and location managementMovements and transactionsRF data collectionQuality controlCostingAcquisition price tracingInventory controlProcurement

CUSTOMER SERVICEContact managementCustomer supportWarranty management and service ordersKnowledge baseCampaigns

MANUFACTURINGRoutingsDiscrete or process batch flowBOM/Formula managementMPS/MRPTechnical data configuratorCostingQuality controlForward/backward traceabilityShop floor controlCapacity planning

Streamline operations with end-to-end process integration

Common X3 Misconceptions…

•X3 does not provide support for standard US requirements, such as check printing and 1099 reporting

•The X3 development platform is proprietary

•X3 won’t run on my Mac•X3 cannot support my accounting and

financial reporting needs 

Are you looking for…?

▫Global operations▫Growth/Scalability▫Automated Processes and Workflows

▫Real-time insights into operations▫Deployment options▫Specialized functionality

Audience Poll:

•Are you starting to feel the “pain” of growth or business changes causing you to rethink Sage 100 as your solution?▫We are feeling those pains.▫We are not feeling those pains now but we

might in the future.▫No pain – just curious.

Global Operations

▫Multi-company/site

▫Multi-legislation▫Multi-language▫Multi-currency▫Multi-ledger

What are the capabilities in X3?

£

¥

$

€

HeadQuarter

Financial Site

Financial Site

Group

LegalCompan

y

LegalCompan

y

Capacity for Growth

SQL Server and Oracle database support

Windows, Linux and Unix support

N-Tier Architecture

What are the capabilities in X3?

Capacity for Growth – 4 tier

Capacity for Growth

•Scalability beyond 1000 concurrent users•Diversify server loads •Scale up processing capacity

What does it mean to you?

Processes

What are the capabilities in X3?

• Visual Processes• Role-

based• Workflo

w

Sage 100 Visual Processes

Automated Workflow

• Real time tracking of your process

• Compliant with the latest financial rules (SOX, LSF….)

• Increase your team’s reactivity

• Secured and track your sensitive data

PROCESSING

Amount> 30,000 ?

ORDER CREATION

- client code

- products/items

- total amount

Automatic Message to

the appropriat

e recipients

Criteria

Example

yes

no

Criteria Choice

Processes

▫Integrated workflow (notifications, process automation)

▫Improves data flow and accuracy▫Streamlines common tasks to let staff focus

on more complex problems▫Graphical editor for building interactive

processes▫Links to ERP functions, reports, documents

and procedures…▫Simplifies the user training, improves the

efficiency

What does it mean to you?

Insights▫ Personalized dashboard

portals adapted by drag

and drop

▫ Combine real-time data

from a variety of

sources◦ Gadgets: KPIs, Requesters,

RSS feeds, web pages, visual

processes, and more

▫ Management by

Exception

▫ Direct, interactive

access to underlying

transaction detail

What are the capabilities in X3?

Insights

What does it mean to you?

•Real-time views with actionable data•Adapted to the requirements of each individual’s job function• Increased focus on items needing attention • Individual users can have multiple dashboards serving specific purposes

Native web/browser client

Built-in web services for third-party integration

V7 (due May 2014) provides complete browser and operating system independence

Mobility

Deployment Options

What are the capabilities in X3?

23

Mobility for Sage 100

24

Mobility for Sage 100

Deployment Options

•Eliminates cost for terminal server to provide remote access

•No client install with the Web Client•Simplifies integration with third-party

applications and services

What does it mean to you?

Specialized Functionality

• Process Manufacturingo Formula Managemento Quality Controlo Compliance

• Container Management• Customer Service

▫Multiple Units of Measure▫Complex UOM conversions (e.g. weight,

volume, linear)▫Scalable batch size▫Percentage-based recipes▫Co-products/By-products▫Weighing scales

Formula Management

▫Standards enforcement Predefine test procedures

and result formats with technical sheets

Manage QC status of inventory based on test results

Maintain QC history Update lot characteristics

at scheduled control points (expiration, lot name, user defined attributes)

Quality Control

▫OSHA, 21 CFR Part 11 (medical devices, etc.), FSMA/HAACP (food and beverage) Lot, sub-lot, serial tracking Expiration/shelf-life management Forward and backward traceability Audit trails, security, digital signatures

Compliance

•Global business•Shipping

containers•Tracking floating

inventory•Landed costs

Container Management

Customer Service▫Service Contracts, Invoicing and Renewals▫Warranty Coverage and Association▫Service Callers and Service Contractors▫Tracking of “Units” Sold To Customers (i.e.

Installed Base)▫Service Requests

Assignments by Skill Groups Assignments to Sites, Queues, Servicemen

or Sales Service Contract Control

▫Solution Knowledge Base▫Service Responses

Use of Internal Servicemen or Contractors Qualification Control and Schedule

Control Ability to Create New Business

Opportunities

Q&A

•Please type your question into the Questions pane on the GoToMeeting dashboard

Next Steps?•More in the webinar series:

▫March 11 - Netsuite and Sage ERP X3: Solution Spotlight

•Missing something in your system?▫blyOptimize to assess how to get you there

•Perform your own Gap Analysis•See a demo of Modern ERP

▫800.425.9843, extension 2501▫solutions@blytheco.com

Thank you!