Transcript Example Presentation

Product Update & Roadmap
Russell Slaymaker
Richard Aird
October 2012
Disclaimer
This document is for informational purposes only and is intended solely to
assist you in planning for the implementation and upgrade of the product
features described. It is not a commitment to deliver any material, code, or
functionality, and should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality
described in this document remains at the sole discretion of Sage (UK) Ltd.
© 2012
Session Overview
1. Why V4? & Value Proposition
2. Sage ERP 1000 v4
3. NEW - CRM Integration
4.
5.
6.
7.
8.
NEW – ERP Features & Enhancements
NEW – Sage Report Designer
NEW – Application Architect features
NEW – Sage Asset 1000
Roadmap 2012-2013
9. Summary
2
Why V4?
Integrated
Front &
Back
Office
Legacy
Sage 1000
design
Increased
customer
satisfaction
3
Value Proposition
For Sage Enterprise business partners and customers, Sage ERP 1000 v4
is an integration solution that uses a standard Sage endorsed integration
protocol that allows business partners to easily integrate Sage ERP and
Sage CRM.
This means that Business Partners and customers can use a simple,
flexible and consistent approach reducing time to implement, costs
and is supported by Sage.
This also means our customers have complete visibility and
understanding of their customers and prospects throughout every
customer touch point of their organisation which will in turn help to focus
their organisation more effectively to target opportunities and increase
revenue generation through more effective lead/business generation
marketing activity
4
V4
5
V4
6
NEW - CRM Integration
• Sage ERP 1000 v4 is an ERP solution that can be used either as a standalone ERP
system or as part of a system with an ERP solution that integrates with Sage
CRM.
• The integration for Sage ERP 1000 v4 is loosely coupled, meaning the ERP and
CRM application are installed and used separately. The integration allows key
data items to be maintained in either application but reflected in both, it also
provides enhanced functionality around key business processes.
• This is different from earlier versions of Sage 1000 (v2.2 and v2.3 releases)
where a tight coupling merged the functionality of the two applications into a
single user interface. The benefits of the loosely coupled approach are:
– The integrated products can be upgraded independently so you can take
advantage of product development independently.
– The integrated products can be licenced independently, users that only use
Sage CRM do not need a Sage ERP 1000 licence and vice versa
• Synchronised, accurate, up to date data, providing a 360 degree view of your
business
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Sage ERP 1000 v4 delivers loosely coupled integration for Sage CRM,
through a combination of Synchronisation, Pricing Service and
customisation
Sage CRM
Creation of
Customer
Records in
both CRM and
ERP
Customer
records will be
created in ERP
or CRM and
using the
existing ‘sData’
method of
synchronisatio
n according to
the GCRM
contract.
Creation of
Marketing Lists
This
functionality
already exists
in CRM; ERP
data will be
made available
to feed into this
process
Manage Sales
Opportunities
This
functionality
already exists
in CRM, no
development
required.
Handling
Customer
Enquiries &
Complaints
The CRM
system
contains
functionality to
manage
customer calls/
complaints.
The ERP
system may
hold additional
information
that will assist
in the
resolution but
these will be
ad-hoc
requests for
information, no
additional ERP
development
required.
this process
Sage ERP 1000
Managing the
Sales Pipeline
This
functionality
already exists
in CRM, no
development
required.
this process
Handling
Requests for
Quotes
Quotes will
only be created
in CRM; they
will not be
passed to ERP
and therefore
not visible to
ERP only
users. Quotes
will use a
rewritten
pricing service
to accurately
price the quote
in a timely
manner and
with
appropriate
base currency
Handling Order
Requests
Orders have a
one way synch
from ERP to
CRM using the
‘classic v4’
GCRM
integration and
then “Pop” the
user back to
the ERP
system
showing the
actual order to
enable
understanding
of order
fulfilment and
tracking.
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Managing
order
Fulfilment
As all orders
will be ERP
side only the
full ERP SOP
functionality
will be
available. No
development
required. As
changes to
orders occur (
e.g status) this
information will
be
synchronised
back to CRM
Managing
Invoicing and
Payment
Create a
button in the
context of a
customer
record in CRM
that pops the
Sage 1000
transactions
enquiry.
Handling
Customer
Returns
All of the
functionality
required exists
in part of each
system. For
example the
customer will
call and log
their query with
CRM, but they
will need to
access ERP to
process the
return or credit
note. This
access to ERP
will be made
easier from the
CRM system
e.g. “Popping”
the Start point
of Credit
Notes/ Returns
Managing
Credit Control
& Aged Debt
This is ERP
only
functionality
however some
improvements
are required
and these
should be
included in
estimates.
Provision of
Information
for Analysis
Surfacing of
ERP
information
onto CRM
Dashboards
Surfacing of
ERP
Information
into CRM
Reporting
Surfacing of
ERP
Information
into CRM for
extraction and
manipulation
Possibly out of
scope for initial
release
Sage ERP 1000 v4: Synchronisation, the process of transferring data
between ERP & CRM so that the source and target data are in sync. Both
ERP & CRM use SData web service triggered by HTTP requests for sync.
Entities that are Synchronised
From ERP to CRM initially, then both ways (recorded in ERP via APIs)
CRM - ERP
ERP - CRM
Trading Account Entity
Customer/Supplier (Name, Currency, etc.)
Trading Account Child Entities
Customer/Supplier (Address, Tel, Email, Web)
Not synced initially, then from CRM to ERP only
CRM - ERP
Person Entity
Customer/Supplier Contact (single line)
From ERP to CRM (recorded in CRM)
ERP
CRM
Products
Commodities
Warehouse
Location
Units of Measure
Units of Measure
Products & Prices
Updates to Price List
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• SEPA Compliant Data Entry
• Extended Address Fields
• Sales Order Enquiries
• Company Colour Tabs
• Accounts Receivable
Reminder Letters
• Server Side Printing
• Layout manager
• Forms Migration
Wizard
V4
10
V4
•
•
•
•
•
•
Easier to Run SRD Reports
Excel specific report definitions
Exporting and viewing data
Print bursting
PDF Error Diagnostics
Data Export
11
V4
12
NEW – Sage Asset 1000
• Difficulty in accessing current and historical asset data from the point of
acquisition, through depreciation to the asset’s current state.
• Inability to import data from external files leading to lengthy data input
processes and increased exposure to errors (through manual entry).
• Lengthy administration processes when entering new assets or when an asset
has reached maturity.
• Inability to arrange hierarchies between assets.
• Lengthy auditing processes.
• Inefficient and inaccurate reporting ability.
• No ability to consolidate multiple registers.
• Monitoring and keeping disparate systems in line with current legislation and
regulations
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Sage ERP 1000 is now integrated with Sage Asset 1000 to allow your
business to seamlessly link its asset management process with its key
financial processes.
• Track, control and record changes in a single database for ease of access to information
and improved process management.
• Arrange assets in hierarchies and easily identify key dependencies between assets using
preconfigured relationships for improved accuracy.
• Manage multiple transaction types and consolidate multiple registers.
• User defined depreciation methods give your team access to information that is pertinent
to their role.
• Comprehensive standard and customised reporting.
• Manage assets over multiple sites, entities, companies and currencies ensuring complete
transparency so additional assets are only purchased when a requirement exists.
• Simplify the asset management process and comply with auditing procedures. Allows the
customer to share asset information across multiple departments based on what is
relevant to them.
• Asset accounting processes can be completely automated, saving time and increasing
efficiency, as well as reducing staff levels that are required to manage assets from these
departments.
• Ensures the whole asset life cycle can be managed, accurately and effectively, meeting
customers simple and complex fixed asset requirements.
14
Product Portfolio
The Future
15
Sage ERP 1000 Roadmap 2012-2013
The Future
This roadmap is intended for use as a guideline and for information purposes only, and represents Sage’s current view of its product direction.
Version 3
Payroll
SP4
RTI functional change
and prep doc
SP5
PYE &
RTI
SP6
TBC
SP7
TBC
Payroll migration
and integration
2012 - 2013
Q4 12
Q1 13
Q2 13
Q3 13
Q4 13
Version 4.0
Version 4.0
Version 4.0
Version 4.0
Version 4.0
Controlled release
General release
• SP 1
• CRM 7.1g
• MS SQL 2012
• French and German
form sets
• SP 2
• Windows 8
• CRM 7.2 - Social Media,
Mobile,
Implementation
Enhancements,
Integration
Enhancements, Client
Side API, Ideas Hub
Enhancements
•
•
•
• SP4
• Compliance
• CRM Integration
• Sage Asset 1000
• V3 SP enhancements
• Forms
migration
wizard
• Layout
Manager
• Server Side
Printing
• Accounts
receivable
reminder
letters
• Print Bursting
• PDF error
diagnostics
• Data export
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•
SP3
German Accreditation
Potential Connected
Service (TBC)
Migration and
integration tooling for
replacement payroll
With an established core we will focus on delivering value through the
broader Sage ERP 1000 Suite in particular CRM, Payroll, Reporting and
Connected Services
The Future
Investment in replacing
existing functionality with
migration to best of breed
Sage Payroll solutions
Takes advantage of
enhancements from the
flagship payroll solution/s
Total Campaign Management
Communications Management
Mobility (iPhone, Android, Tablet)
Social (LinkedIn, Twitter)
Interactive dashboards
Sage E-marketing
Report Charts
Additional ISVs
Potentially addressing
Stock Management
Online Payment
Including all improvements
Sage Report Designer*
*Roadmap tbc
17
Thank you