Transcript Line 500 - the Sage User Network

Product Roadmap Update
Amanda Turvill, Product Manager
Andrew Credland, Product Development Manager
Enterprise Products
Enterprise Vision
To create a true mid market business by working together to deliver
a series of compelling product and service propositions to the
Enterprise market in order to drive financial performance and
recommendation within our chosen areas of the mid market”
Line 500, Sage 1000 ERP, Sage AccPac, Sage CRM, Sage Sales
Logix and Sage ERP X3
Market Analysis
Customer Needs
– User driven ERP
– Flexibility and Interoperability
– Liberation of Data
Market Size
-10m-500m in turnover, based in the UK with on average between 100 and 500 employees
Industry Sectors
- Manufacturing, Wholesale & Retail, Construction, Automotive and Financial Services
International Requirement
- 12.4% of UK owned business in target market have physical overseas activity
- 80% target audience linked to European based parent companies
- Install base Analysis
- 42% of the install base matches the market profile for the Sage 1000 v 3.0
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Product Positioning
• £10m to £500m in turnover, based in the UK with, on average between 100 and 500
employees with some international need likely to be focused on Europe. The most likely
sectors for a Sage Enterprise ERP solution are Manufacturing, Wholesale & Retail,
Construction and Financial Services, although dependent upon need, the solution can
target the whole UK market as a complete solution with the support of add-ons delivered by
our partner network.
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Reminder of the Line 500
journey…
Where we were….
Line 500
Functionally rich ERP solution,
viewed as stable, reliable
Long heritage – always Upper Mid Market
Large installed base, loyal customers
BUT
Dated look and feel, older technology
Difficult to integrate (CRM/Developer add ons)
Customisations leading to low upgrade rates
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Reminder of the Line 500
Sage 1000 journey…
Where we were….
Line 500
Where we are….
Line 500
Minor improvements
Still strong installed base
Sage 1000
Less functionally rich ERP
but strong integration with CRM
Better UI and “demoability”
BUT – demo 1000 to sell 500
And 500 customers not
migrating
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Reminder of the Line 500
Sage 1000 journey…
Where we were….
Where we’re headed…
Where we are….
Sage 1000 v3.0
Line 500
Line 500
CRM
Sage 1000
ERP
OR
SLX
And beyond v3.0…HR/Payroll
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Sage 1000 suite
Accounting & Finance
Business Operations. Internal
and with trading partners
Business Planning
Sage 1000
Specialist Industry Processes in
Manufacturing and Retail
Integrated Business
Processes, Data,
Reporting and
Analysis
Customer Management, Service
and Support
HR & Payroll
Sales Management
Marketing Management
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Sage 1000 ERP Roadmap
Current
Next 12 months
July 2010
Beyond
Product
• Product Roadmap
• Technology Roadmap
Today
Next 12
months
V3
Refresh
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Line 500 7.1
Sage 1000 2.3
Sage BI 5.6
Sage 1000 HR
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German Accreditation
Legal and Fiscal service pack
Asset 1000
Sales Logix Integration 7.5
Sage 1000 Payroll 2010
Sage 1000 3.0
Sage BI 6.0
Virtualisation support
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Sage 1000 3.1
Sage 1000 Payroll 2011
Sage 1000 3.2
Sage 1000 3.3
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Enhance
Single Sign-on
Web based workspace
UI
UI
UI
UI
UI
HR
Payroll
ERP
CRM
ValueAdd
SageCRM
Sage
Services (e.g.
Mobile)
Sales Logix
3rd Party
Integrations
k-PAYE
Sage 1000
HR
Sage 50
Payroll
Line 500
SData
Line 500
Payroll
DB
DB
DB
DB
DB
Data
Warehouse
Sage Reporting
Commercial Infrastructure – including pricing & licensing review, marketing plan etc
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UI and Usability
User Driven ERP
Users are playing an increasingly
important part in the scoping and
decision making processes
relating to ERP and as we reach
further into the business, user
specific ERP is becoming more
and more important.
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Sage 1000 ERP – Smart Client
•
Benefits
o Improved consistent look and feel
o Improved layouts
o Browse Improvements
o Reporting and printing improvements
o Conforms to Sage branding standards
o Using lists to drive applications
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Sage 1000 ERP – Lists and Menus
•
Lists and Menus summary
o Enable improved productivity throughout the application
o Enable centrally defined lists
o Enable users to further refine how they use lists
o Ensure ease of upgrade
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Reporting
User Liberation of Data
Increasingly, customers value
software only to the degree to
which it allows them to work with
the information and data it
captures. Better reporting, data
portability and data interrogation
is becoming more and more
important.
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Reporting
Benefits
o
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Modern / intuitive ERP reporting and printing experience
Export to Excel
Rich design capabilities
Sage 1000 ERP specific
o
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Sage Report Designer specific
o
Adds flexibility to existing
application reports / prints /
RWL / RSL
A standard solution that can be
further enhanced by Paperless
or DBForms
o
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Enables easy ad hoc
production of reports
Intuitive data model
Interoperability
Flexibility and
Interoperability
There is an increasing demand in
the upper mid market space for
‘best of breed’ software. It is
critical to any enterprise that
wishes to adopt this approach that
all solutions work together to
deliver the right amount of
functionality while retaining a
robust and reliable framework
for users.
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Interoperability: CRM Integration
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Current position
o Working in conjunction with both SalesLogix and SageCRM
o Recently completed a week long review with SalesLogix
o Finalising features and user experience
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Walkthroughs
o SalesLogix user experience definitions
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Key areas
o Feature support
o Upgrades
o Customisations
o Choice of SalesLogix or SageCRM
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Interoperability: CRM Integration
Feature Support
• Integration functionality
o Same features / primary entities as per Sage 1000 v2.3
o Loosely coupled integration
o Focus on ensuring minimal learning curve
o Option of either SalesLogix or SageCRM
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ERP functionality
o No restriction on ERP features
o Exception of sharing customers between multiple operating
companies within v3.0
o Recommendation is to test features on Cloud demo systems when
available
•
Client UI functionality
o Web Client
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Interoperability: CRM Integration
Upgrades / Customisations
•
Automatic upgrades supported for:
o Line 500 v7.1 or S1000 v2.3 or SageCRM v6.2 … to v3 with
SageCRM
o Line 500 v7.1 or SalesLogix v7.5 … to v3 with SalesLogix
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Upgrade of customisations
o SageCRM customisations on Sage 1000 .asp pages will require
migration
o Recommendation to check all customisation on upgrades, as per
on all upgrades
o Independent CRM/ERP upgrades will then be available once
running v3.0
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Benefits for Line 500 Customers
• Improved UI and Usability Experience
– Long term individual workspace for each user
– Long term unified user interface across Sage 1000 suite
– Sorting and filtering of list based data
• Common reporting tool
– Long term one reporting solution across the whole suite
– Long terms options for excel export across whole ERP
– Simplified creation of reports and documentation
• Improved Integration
– Suite components integrated utilising S Data
– Sage overview across 3rd party product offerings
Benefits Sage 1000 Customers
• All benefits outlined to Line 500 customers
• Additional features from Line 500
– Flexibility to integrate with all Line 500 modules
• Additional features from CRM
– Flexibility to integrate with other features of Sage CRM
• Flexible Upgrades
– Upgrade ERP and CRM at different times to fit around business
Early adopter programme
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Programme selections – 3 sites in total
o Site 1 – user of Sage 1000 ERP
o Site 2 – user of Sage 1000 ERP and SalesLogix
o Site 3 – user of Sage 1000 ERP and SageCRM
Timelines for programme – 3 month
o Site 1 from April 2010
o Site 2 & 3 from July 2010
Programme participation agreed during Q4 2009
Why get involved?
o Potential for customers and BPs to promote their business via referencing
and case study material
o Benefits and value from new implementation with the ability to ‘influence’
development
o Potential incentive to make it “worth their while”
o BPs gain early insight into implementation
o Live upgrade on programme completion
Programme governance
o Contractual agreement – weekly reviews
o Programme managed by R&D – fast tracked through support
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Tax Service Pack
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Tax Service Pack
• Regular Support Bulletins
– Webex Update – End October
• Changes will be in the following versions*
– Sage 1000 – All Versions
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Line 500 – All Versions
Line 200 – All Versions
Enterprise – All Versions
CS3 – 3.0, 3.1 and 4.0
*Other than Contract Management
– Sage 1000 – All Versions
– Line 500 – Version 7.1, 7.0, 6.0
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EC Sales List Changes
• Changes
– Ability to mark Services for inclusion in EC Sales List
– Single option to produce EC Lists
– Printed Report and CSV format for bulk upload
• Businesses likely to be affected :
– Supplying services to overseas businesses
– Receiving services from overseas businesses
– Supplying goods to other EC countries
– Want to reclaim VAT incurred in another EC country
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Intra EC Invoices
• Changes
– Printed reference on Sales Invoices when a VAT code has been
nominated as either to be 'Zero', 'Exempt' or 'Reverse'.
– Sales Order, Telesales, Contract Management and Project Billing
• Businesses likely to be affected:
– Supplying goods or services to other EC countries
– Whose goods/services attract Zero/Exempt or Reverse VAT charges
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Contract Management
• Changes
– VAT rates will be stored against actual charges
– VAT will be applied to Credit Notes at the rate charged on the Invoice
when charges are Reversed
• Businesses likely to be affected:
– Using Contract Management and who reverse actual charges
– Who may generate charges in advance but need to change VAT
Code/ Rate ahead of the invoicing run
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VAT Rate Change – January 1st
2010
• Changes
– Consolidation of Fixes made post the VAT change in November 2008
• Sales Invoicing
• Sales Credits
• Sales Order Enquiry
• Those affected will be:
– UK Businesses however these fixes have been released as hot fixes
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German Accreditation
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German Accreditation
• Line 500 v7.0 and v7.1 accredited
• New archives for both of these releases
– These will be shipped for any request for these versions
– Features
• Tax Extract Module
– Dumps selected data (tables/columns) from Line 500 with an XML
definition attached
– Meets the GDPdU requirement
– Additional GL Report
• Journal Report – Analysis (Posting Code Range)
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Platforms / Integrations
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Sustained Engineering - Platforms
• Additional Platform Availability
– Line 500 v7.1
• SuSe Linux 11
– Oracle 11g R1
– Informix Dynamic Server 11.5
• Planned
– AIX 5.3 / 6.1
• Oracle 11g
• Informix Dynamic Server 11.5
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Sustained Engineering - Platforms
• Service Packs Tested
– Continued testing for compatibility statements
• Vista SP2
• Windows Server 2008 SP2
• SQL Server 2008 SP1
• Planned
– IE8
– Windows 7
• Sage CRM Patches for Sage 1000
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Sustained Engineering - Integrations
• Integrations
– Line 500 / Sales Logix 7.5
• Delayed due to unresolved issues on Windows Server 2008
– Asset 1000
• Original approach did not meet all business requirements
• Revised approach using the same integration points as Sage Asset
Manager – January 2010
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Payroll
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Sustained Engineering - Payroll
• General Points
– HMRC will start to issues letter and fines in December to customer
with >49 employees not filing p45/46 information electronically
– From April 2010 all customers will have to file end of year forms not
just those with >49 employees
– Change to the minimum wage
• Functionality to be aware of:
– Normal packs and changes
– New 50% Tax Rate for those earning > 150, 000
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SageBI
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SageBI Status
• Sage BI v5.6 Now Available
– Platform support for Vista, 64bit, SQL Server 2008, Windows Server
2008
– Support for Excel 2007 and the Ribbon controls
– Customer Driven Enhancements
– Improved logging of errors and report cancellation
• Sage BI v5.7 aiming for March 2010
– Citrix Support
– Demonstration Environment
– Customer Driven Enhancements
– Support for Analysis Services 2005/8 in Solution Builder
– Proposed support policy of current version minus 2
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Questions?
Thank You