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© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.
Customer Webcast:
April 2021
for
and
© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.
Introduction
© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.
◉ Look at more than a BI Product; a broader, modern solution for “Data & Analytics”
◉ Provide perspective to you on what makes Sage Data & Analytics unique and an
exceptional solution!
◉ Ignite your interest around data and positive analytical outcomes as a new way
working within and outside the ERP
◉ Answer common questions around Sage Data & Analytics, the Cloud and What it
means for you as customers
◉ Justly represent the effort of all who have collaborated to bring SD&A to the Sage
100 and Sage 300 community! The easy next steps are yours…
Objectives for Today’s Exciting First Look
3
© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.
ZAP History and SD&A overviewWe are a Microsoft, Sage, SAP and Tableau Partner
• Over 20 years authoring Data & Analytics software
• Pre-built solutions for more than 15 ERP and CRM applications
• Pre-built analytics on three platforms: Power BI, Tableau, SD&A
• Several OEM agreements and partnerships
• Offices in USA, Europe, Australia and Africa. Staff available for every time zone.
• Sales partner footprint across more than 80 countries.
• A singular brand for ZAP/Sage partnership: SD&A , with 4 main components
Analytics Design• Integrated Visualization Layer• Embedded Analytics• Strong, Mature & Modern UI• Highly User Approachable UX• Excels at financial analytics• Automated Analytics distribution• “Bring your own BI tool” options (i.e.
Power BI, Tableau and others)
Data Hub Application• Automated Data Warehousing• Smart Data Connectivity • Intelligent Modeling• Third-party integrations • Data Governance• Robust Security• Microsoft Data Platform-based
Pre-built Solutions• Unified Data Models• Pre-packaged for many roles• SD&A, Tableau or Power BI• Save Time vs. Build from Scratch• Partner can
customize/extend/modify
Cloud Only• SD&A-operated & hosted• Azure-based with automated
provisioning• Reference Library for Partners• PaaS, SaaS• A web browser is the only
requirement
OFFICE
Johannesburg, SA
© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.
Understanding your challenges
Time and cost of generating essential reports
(Sage 100 & Sage 300 reporting) is extremely
cumbersome and can take hours
Desire to be better connected to internal &
external customers, anywhere, anytime, on
any device
Want cohesive insights (understanding of
reported numbers) from dashboards, coming
from various business management
solutions
Inefficient workflow around importing financial
and operations data from various branch or
various virtual teams working in different time
zone into Sage 100 & Sage 300
Ability to make important business decisions in
timely manner with easy-to-understand
dashboards
Unable to track KPIs that require information
from various systems other than Sage 100 &
Sage 300
© 2021 The Sage Group plc or its licensors. All rights reserved.
• SD&A provides smart solutions for SAGE’s ERP
Family that automatically deploys world-class
data and analytics.
• Producing 100s of pre-built analytical content
covering key areas such as AR, AP, Financials,
Inventory, Sales and much more.
• Provides SAGE customers with a better means
of managing their ERP data today BUT also
supports wherever you go tomorrow!
SD&A – one solution for the SAGE ERP Family
SD&A Model
Customer ItemSales
invoice
RegionDate
Rep
OTHER
ERPOTHER
DATA
CRM
© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.
What sets Sage Data & Analytics apart?
• SD&A’s automated data management starts the differentiation from other ‘BI-only’ tools in the market
– it makes it quicker and simpler to collect, integrate, secure and prepare data for analysis.
SD&A Model
Customer ItemSales
invoice
RegionDate
Rep
© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.
What sets Sage Data & Analytics apart?
• SD&A delivers robust, out of the box calculations that can be re-used across all analytics and managed
centrally.
SD&A Model
Customer ItemSales
invoice
RegionDate
Rep
Sample of Included Financial Calculations
• Gross margin
• Operating Profit; OP%
• EBITDA; EBITDA %, EBIT; Net Profit
• Cash to Cash Cycle
• Return on Assets & Return on Equity
• Working Capital & Working Capital Ratio
• Quick Ratio; Debt Ratio
• Debt to Equity Ratio
Sample of Included Inventory Calculations
• Avg Inv. Days of Supply
• Inv. To Sales Ratio
• Days in inventory
• Backorder Rate
• Order Fill Rate
• Inventory Turn
• Avg Daily Sales Cost
• Avg Inventory Valuation
Sample of Purchasing Calculations
• Purchase price variance (PPV)
• Procurement cost per $ spent, per invoiceOn-Time Delivery
• Full Delivery %
• Perfect Order Index Inventory Turn
• Avg Daily Sales Cost
With Numerous Other Metrics for Sales and SO
MUCH MORE!!!
© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.
What sets Sage Data & Analytics apart?
• SD&A is live in hours, thanks to its web deployment, pre-packaged Smart data connectors, data model
and analytics for Sage 100 and Sage 300, which are automatically kept up-to-date thanks to cloud
orchestration.
SD&A Model
Customer ItemSales
invoice
RegionDate
Rep
Sample of Included Financial Calculations
• Gross margin
• Operating Profit; OP%
• EBITDA; EBITDA %, EBIT; Net Profit
• Cash to Cash Cycle
• Return on Assets & Return on Equity
• Working Capital & Working Capital Ratio
• Quick Ratio; Debt Ratio
• Debt to Equity Ratio
Sample of Included Inventory Calculations
• Avg Inv. Days of Supply
• Inv. To Sales Ratio
• Days in inventory
• Backorder Rate
• Order Fill Rate
• Inventory Turn
• Avg Daily Sales Cost
• Avg Inventory Valuation
Sample of Purchasing Calculations
• Purchase price variance (PPV)
• Procurement cost per $ spent, per invoiceOn-Time Delivery
• Full Delivery %
• Perfect Order Index Inventory Turn
• Avg Daily Sales Cost
With Numerous Other Metrics for Sales and SO
MUCH MORE!!!
© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.
What sets Sage Data & Analytics apart?
• Customers on SD&A who move from Sage 100 or Sage 300 to other Sage ERPs can easily migrate their
data and reports seamlessly.
• SD&A plugs directly into Sage 100 and Sage 300’s databases, where they are located, which makes it
easy to pull up-to-date data when you need it! Data is refreshed daily overnight or can be manually
updated to show updates in near real time.
SD&A Model
Customer ItemSales
invoice
RegionDate
Rep
© 2021 The Sage Group plc or its licensors. All rights reserved.
Product Demonstration
Rich Ecker
© 2021 The Sage Group plc or its licensors. All rights reserved.
• Gives your company experience with a cloud
application
• Solve the complexities of application
management and ensure your focused on
outcomes not upgrades/uptime.
• Helps your organization see how secure and
compliant SaaS applications truly can be!
• Give you access to ANY of your organization’s
data whether it be on premises, in the cloud or
somewhere in between!
Start to benefit from the cloud
© 2021 The Sage Group plc or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.
Cloudy with 100% chance of “Data”…
Can SD&A integrate with other cloud services?
Yes. This is a strength of the SD&A solution as it’s
a cloud native platform which can integrate with
other third-party services. Customers with multiple
data centers can use SD&A to create a central data
hub, which provides their organization a single
source of truth for their reports.
Where is SD&A data hosted?
SD&A uses Microsoft Azure for data hosting.
Canadian customers are hosted in the Azure
Canada Central data center and US based
customers are hosted in the East US Azure data
center.
Can Sage 100 customers in Canada use SD&A?
Yes. Sage 100 customers in Canada can purchase
and use SD&A just like US based Sage 100
customers.
Is Sage Data & Analytics available in French?
Sage Data & Analytics end-user experience is
available in French. The analytics are in French as
well as the modeling and maintenance of analytics.
The management of the data modeling, which is a
Business Partner activity, is currently only available
in English.
© 2021 The Sage Group plc or its licensors. All rights reserved.
SD&A Packaging Approach
• Deliver a solution which can be deployed quickly so you, as customers, can begin
realizing value immediately
• Easy to understand pricing and packaging
• Offer pre-packaged data & analytics at competitive price points which will appeal to
a broad range of BMS customers
• Exclusively available from your Sage Certified Business Partner to provide the
opportunity for your greatest success with SD&A
© 2021 The Sage Group plc or its licensors. All rights reserved.
North America SD&A Pricing & Packaging
6/13/2021 15
Standard Advanced PremiumEntry-level plan for basic and auto-refreshed
reporting in the cloud for Financial, AR and
AP data. Incudes the following pre-built
analytics: 6 Dashboards, 11 Reports, 55
Charts, 75 KPIs.
For more advanced analytics and data
design scenarios through a partner.
Includes training, extra data storage and
extend the pre-packaged analytics
coverage.
For enterprise deployments of Data Hub. This
plan enables full reporting and data model
design as well as Power BI integration in
addition to Data Hub's pre-built analytics.
US $259 Month US $459 Month US $799 Month
Included Included Included✔ 2 Companies 2 ✔ 5 Companies 2 ✔ Unlimited Companies 2
✔ 1 Designer / 5 Consumers ✔ 2 Designers / 10 Consumers ✔ 5 connections
✔ 10 GB ✔ 30 GB ✔ 4 Designers / 30 Consumers
✔ GL, AR, AP modules (prebuilt) ✔ All modules (prebuilt) ✔ 75 GB
✔ Analytics design & distribution ✔ Analytics design & distribution ✔ All modules (prebuilt)
✔ Maintenance & Support ✔ Maintenance & Support ✔ Analytics design & distribution
✔ 1 Scheduled refresh per day ✔ 1 Scheduled refresh per day 4 ✔ Data Model Design
✔ Anytime Learning ✔ Anytime Learning ✔ Maintenance & Support
✔ 1 Scheduled refresh per day 4
✔ Anytime Learning
✔ Power BI integration
Extras Available Extras Available Extras AvailableN/A ✔ Data Model Design ✔ Add. Consumers
✔ Add. Consumers ✔ Add. Designers
✔ Add. Data source Connections ✔ Add. Connections
✔ Add. Data storage ✔ Add. Data storage
Limits Limits Limits1 Designers / 5 consumers 2 Designers / 15 Consumers N/A10 GB Data Storage 55 GB Data storage
2 Companies 5 Companies
No Data Model Design
1 through a partner only
2 including from different remote environments
3 Billed annually & includes hosting fee
4 more available through a partner, within ZAP Fair
Use Policy
Add-Ons USD/Month
Data Model Design $ 59
Extra data source connection $ 49
Extra 25GB data storage $ 39
Extra Designer user $ 15
Extra Consumer user $ 9
© 2021 The Sage Group plc or its licensors. All rights reserved.
North America SD&A Pricing & Packaging
6/13/2021 16
Standard Advanced PremiumEntry-level plan for basic and auto-refreshed
reporting in the cloud for Financial, AR and
AP data. Incudes the following pre-built
analytics: 6 Dashboards, 11 Reports, 55
Charts, 75 KPIs.
For more advanced analytics and data
design scenarios through a partner.
Includes training, extra data storage and
extend the pre-packaged analytics
coverage.
For enterprise deployments of Data Hub. This
plan enables full reporting and data model
design as well as Power BI integration in
addition to Data Hub's pre-built analytics.
US$3,108 Annual US$5,508 Annual US$9,588 Annual
Included Included Included✔ 2 Companies 2 ✔ 5 Companies 2 ✔ Unlimited Companies 2
✔ 1 Designer / 5 Consumers ✔ 2 Designers / 10 Consumers ✔ 5 connections
✔ 10 GB ✔ 30 GB ✔ 4 Designers / 30 Consumers
✔ GL, AR, AP modules (prebuilt) ✔ All modules (prebuilt) ✔ 75 GB
✔ Analytics design & distribution ✔ Analytics design & distribution ✔ All modules (prebuilt)
✔ Maintenance & Support ✔ Maintenance & Support ✔ Analytics design & distribution
✔ 1 Scheduled refresh per day ✔ 1 Scheduled refresh per day 4 ✔ Data Model Design
✔ Anytime Learning ✔ Anytime Learning ✔ Maintenance & Support
✔ 1 Scheduled refresh per day 4
✔ Anytime Learning
✔ Power BI integration
Extras Available Extras Available Extras AvailableN/A ✔ Data Model Design ✔ Add. Consumers
✔ Add. Consumers ✔ Add. Designers
✔ Add. Data source Connections ✔ Add. Connections
✔ Add. Data storage ✔ Add. Data storage
Limits Limits Limits1 Designers / 5 consumers 2 Designers / 15 Consumers N/A10 GB Data Storage 55 GB Data storage
2 Companies 5 Companies
No Data Model Design
1 through a partner only
2 including from different remote environments
3 Billed annually & includes hosting fee
4 more available through a partner, within ZAP Fair
Use Policy
Add-Ons USD/Annual
Data Model Design $ 708
Extra data source connection $ 588
Extra 25GB data storage $ 468
Extra Designer user $ 180
Extra Consumer user $ 108
© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.
SD&A for Sage 100 & Sage 300 Packaging
Standard Advanced PremiumEntry-level plan for basic and auto-refreshed
reporting in the cloud for Financial, AR and
AP data. Incudes the following pre-built
analytics: 6 Dashboards, 11 Reports, 55
Charts, 75 KPIs.
For more advanced analytics and data
design scenarios through a partner.
Includes training, extra data storage and
extend the pre-packaged analytics
coverage.
For enterprise deployments of Data Hub. This
plan enables full reporting and data model
design as well as Power BI integration in
addition to Data Hub's pre-built analytics.
Includes Includes Includes✔ 2 Companies 1 ✔ 5 Companies 1 ✔ Unlimited Companies !
✔ 1 Designer / 5 Consumers ✔ 2 Designers / 10 Consumers ✔ 5 connections
✔ 10 GB ✔ 30 GB ✔ 4 Designers / 30 Consumers
✔ GL, AR, AP modules (prebuilt) ✔ All modules (prebuilt) ✔ 75 GB
✔ Analytics design & distribution ✔ Analytics design & distribution ✔ All modules (prebuilt)
✔ Maintenance & Support ✔ Maintenance & Support ✔ Analytics design & distribution
✔ 1 Scheduled refresh per day ✔ 1 Scheduled refresh per day 2 ✔ Data Model Design
✔ Anytime Learning ✔ Anytime Learning ✔ Maintenance & Support
✔ 1 Scheduled refresh per day 2
✔ Anytime Learning
✔ Power BI integration
Extras Available Extras Available Extras AvailableN/A ✔ Data Model Design ✔ Add. Consumers
✔ Add. Consumers ✔ Add. Designers
✔ Add. Data source Connections ✔ Add. Connections
✔ Add. Data storage ✔ Add. Data storage
Limits Limits Limits1 Designers / 5 consumers 2 Designers / 15 Consumers N/A10 GB Data Storage 55 GB Data storage
2 Companies 5 Companies
No Data Model Design
1 including from different remote environments
2 more available through a partner, within ZAP Fair
Use Policy
Add-Ons
Data Model Design
Extra data source connection
Extra 25GB data storage
Extra Designer user
Extra Consumer user
© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.
What about SD&A Support and Education?
6/13/2021 18
Level 2
Support
Customization
RequestsPartner
Level 3
Support
Level 1
Support
Courses for Customers Include:
Analytics Design
Data Model Design
Financial Report Design
Administration
© 2021 The Sage Group plc or its licensors. All rights reserved.
Want to Learn More? eBooks for Customers
Standard Edition Advanced Edition Premium Edition
Available from your Partner!
Thank you
Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or its licensors.
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