Transcript Sage ERP X3 Standard Edition Methodology

Sage ERP X3
Standard Edition|Solution
Overview
Sage ERP X3. Extensive functionality and
& integration
Finance
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Financial accounting
Receivables and creditor accounting
Payment transactions (or payment management)
Cost accounting
Investment accounting
Controlling
Consolidation
• Outsourcing
• Multistage signature control
• Contracts
Purchasing
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Material requirements
Budget monitoring
Supplier enquiries
Purchase orders
Human Resources
Sales
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Payroll
Employee management
Time and activities
Training
Talent Management
Warehouse Management
• Dynamic management of locations
• Planning and execution of receipts
• Workload analysis and resources
planning
• Preparation Orders optimisation
• Post-preparation tracking operations
• RF , voice communication
CRM
Inventory
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Multistage warehousing and site management
Movements and transactions
RF data acquisition
Quality control
Cost calculation
Acquisition price tracing
Inventory control
Procurement
Open pricing
Offers and contracts
Order entry
Product configuration
Inventory commitments
Delivery planning and shipping
Invoicing
Returns
Sales commissions
Manufacturing
• Discrete/process manufacturing
• Parts lists/composition/formula
management
• Work schedule management
• MPS/MRP
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Technical data configuration
Link to weighing scales
Cost calculation
Quality assurance
Capacity planning
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Contact management
Sales force automation
Customer support
Call centres
Warranty management
Service orders
Knowledge base
Marketing campaigns
Sage Application Framework for the Enterprise (SAFE X3)
A platform driven strategy
Version availability
• Databases
– SQL server 2008 (64 bits)
– Oracle 11G (64 bits)
• Operating Systems
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Windows 2008 (64 bits)
Red Hat 5 (64 bits)
AIX 5.3 (64 bits)
No more 32-bit OS servers, except for
Windows 2003 for demonstration
environments
• Customer workstations
(currently under confirmation)
– Internet Explorer 8
– Windows 7
– Crystal Reports 2008
• HP-UX platform suspended
– Reason: HP has ceased to develop or support this OS
Where does Standard Edition fit in?
Sage ERP X3
Premium Edition
Global
Sage ERP X3
Standard Edition
UK only
Scalability
Sage 1000
UK Headquartered,
French & German
Sage 200
UK only
Sage 50
Domestic
Financials
UK only
Business requirements complexity
Extended ERP, CRM, BI etc.
Introducing
SAGE ERP X3 STANDARD EDITION
Goals of the Standard Edition Solution
5 main goals characterise the approach to the
Standard Edition solution:
• Reduce implementation cost and timeframes
• Ease the learning curve through best practices
• Increase efficiency through ready-to-use
deliverables
• Provide clear visibility of project status and
progress
• Ensure that the commitments made at the
beginning of the project are met
Target Market for the Standard Edition Solution
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Up to 50 users
– Plus sales, customer support, procurement, manufacturing to 50 users
each
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UK legislation only
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Multi-lingual
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Finance
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Distribution
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Manufacturing
The Solution Components
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Sage ERP X3 Standard Edition, a product
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Sage ERP X3 Standard Edition, a preliminary configuration
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Sage ERP X3 Standard Edition, a project implementation kit.
There is nothing new under the sun …
Ecclesiastes 1:9 King James Bible (Cambridge Ed.)
The thing that hath been, it is that which shall be; and that which is done is that
which shall be done: and there is no new thing under the sun
– The toolkit and methodologies are not new
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Developed over a number of years
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Already in use in USA, Spain, France, South Africa …
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Proven to work
What is new …
– Updated by Sage UK to reflect UK specific requirements
– Legislative Configuration all updated and set to UK requirements
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E.g.
– Chart of Accounts
– VAT Matrix
– VAT Return out of the box !
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User roles
– Pre-configured roles for best of breed / common operations e.g.
buyer, accounts clerk etc
SAGE ERP X3 STANDARD EDITION, A PRODUCT
X3 Standard & Premium Edition – The Same Product
Easy upgrade
Introduce
sophistication &
flexibility as required
Grow as the
business requires
BIG competitive
advantage
Sage ERP X3 Standard Edition – Some Limitations
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Single legislation
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Single developer license
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Excludes the following:
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CTO
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Project Job Costing
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Engineer to Order
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Fixed Assets – core only in standard
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Leasing, contracts, IFS & IAS
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Operating budgets
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Weighing station
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Business Objects
STANDARD EDITION, A PRELIMINARY CONFIGURATION
The Standard Edition - Preliminary Configuration
• Preconfigured
Preset elements include:
– General parameters and data flows
– User roles (16)
– Visual process flows for users (140)
– Chart of account and categories
– Standard reports (440)
– Statistics and KPIs (50)
– Data import templates
– Configuration wizard tool
Setup Guide
Guided drill down to specific
configuration and setup
functions within X3
Standard Data – e.g. Chart of Accounts
Chart of
Accounts
18L
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Account Class
Account
Description
Type
Current Liabilities
395000
VAT Control
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400000
Long Term Loans
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401000
Capital
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402000
Retained Earnings
Normal
Capital & LT
Liabilities
Capital & LT
Liabilities
Capital & LT
Liabilities
Capital & LT
Liabilities
Capital & LT
Liabilities
Capital & LT
Liabilities
Inter Company
Contras
Inter Company
Contras
402001
Offset for Currency
Balances
Normal
403000
Revaluation Reserve
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404000
Other Reserve
Normal
500000
Inter Site Contra Account
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501000
Inter Currency Suspense
Accoun
Normal
18L
Revenue
600000
Sales
Normal
18L
Revenue
600100
Sales Distributed Products
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18L
Revenue
620100
Charged -Miscellaneous
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18L
Revenue
620110
Charged -Freight
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18L
Revenue
620120
Charged-Insurance
Normal
18L
Revenue
620130
Excep Discount
Normal
18L
Revenue
620140
Misc Discount
Normal
18L
Revenue
620150
Charged Warranty Accruals
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18L
Revenue
650000
Accrued Sales
Normal
18L
Cost of Sales
700000
Cost of Sales
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Cost of Sales
700100
Cost of Sales-Distributed
Prod
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Mnemonic
User Roles
Role
Chief Accountant
AP Manager / Clerk
AR Manager / Clerk
Buyer
Controller
Customer Support
Data Administrator
Design Methods Manager
Material Buyer
Planner
Sales Executive
Sales Administrator
Warehouse Manager
Stock Manager
Workshop Manager
Director
System Administrator
Login
Trade Code
CHAC
APAC
ARAC
BUYE
CONT
SUPM
DAAD
METH
PURC
PLAM
SALE
SALA
WARM
STOC
WORK
DIR
ADMBR
CCPT
RCPF
RCPC
APPR
CGES
HDK
ADDO
ETUD
APPR
PLAN
COMM
ADVT
MAGA
RESS
ATEL
DIRE
ADMIN
140 Process Maps – Setup Per Role
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140 - Process Maps – Library
440 Standard Reports – Library
50 Enquiries & Requesters
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Data Import Templates
The Solution Components
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Sage ERP X3 Standard Edition, a product
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Sage ERP X3 Standard Edition, a preliminary configuration
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Sage ERP X3 Standard Edition, a project implementation kit
STANDARD EDITION, A PROJECT IMPLEMENTATION KIT
Overview of the Project Implementation Kit
M0
Scoping
6 weeks
10 - 14 days
M1
Implement
3 weeks
M2
Training / Testing
6 - 8 days
9 weeks
13 - 19 days
M3
Training
4 weeks
2 days
M4
Support
3 weeks
4 - 7 days
35 – 50 consulting days* over 25 weeks
* Distribution Suite = from 35 days
Manufacturing Suite = from 50 days
• 22 weeks from Launch to Go-Live
• 25 weeks to Final Production Sign-off
Project Milestones
• M0 – Project Launch
• M1 – Description of Target Solution
• M2 – Installation of Target Solution
• M3 – Acceptance of Target Solution
• M4 – Go-Live Approval
• M5 – Final Production Sign-Off
M5
Project Configurator
> 02 Steering\PI004
Preliminary workload
estimation calculated based
on Customer requirements
Project Planning and Preparation
> 02 Steering\PI001
Project Monitoring
> 02 Steering\PI002
Tracking
Planned vs.
Actual
Project Management
> 02 Steering\PI01#, PI02#
Review
Sign-Off
A Quick Tour of the Standard Edition Tools for
SCOPING
M0
Scope
M1
Implement
M2
Test
M3
Train
M4
Support
M5
Definition of the Standard Solution
> 01 Description of the standard solution
Functional Overviews
> 03 Product preparation support\FO-xxx
Presentation Templates
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Financials
Sales
Purchasing
Inventory
Manufacturing
Fixed Assets
Scoping Interviews
> 04 Scoping presentation\EC###
50 Interview Templates to capture
and simplify set-up of Customer
configuration requirements
A Quick Tour of the Standard Edition Tools for
IMPLEMENTATION
M0
Scope
M1
Implement
M2
Test
M3
Train
M4
Support
M5
Setup Guide
Guided drill down to specific
configuration and setup
functions within X3
Data Migration Procedure and Templates
> 05 Procedures\PR001, PR007
Installation Checklist
> 05 Procedures\PR005
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A Quick Tour of the Standard Edition Tools for
KEY USER TRAIN & TESTING
M0
Scope
M1
Implement
M2
Test
M3
Train
M4
Support
M5
User Guides
> 06 User guides\
More than 30 templates, each
including:
• General function information
• Common data and set-up requirements
• Step-by-step procedures for completing
“out-of-the-box” tasks
• Frequently Asked Questions
Acceptance Testing Tools
> 05 Procedures\PR003, PR006
Verify that business
processes match the stated
requirements reflected in the
Description of Target Solution
A Quick Tour of the Standard Edition Tools for
END USER TRAINING
M0
Scope
M1
Implement
M2
Test
M3
Train
M4
Support
M5
User Guides
> 06 User guides\
Tailored by the key users to meet the
business processes
M0
Scoping
6 weeks
M1
Implement
3 weeks
M2
Up and running in 22 weeks…
ON TIME, ON BUDGET
Testing
9 weeks
M3
Training
4 weeks
M4
Support
3 weeks
M5
Questions ?
Sage ERP X3
Standard Edition|Solution
Overview
John Loftus – Pre-sales Consultant