sage 100 road map caribbean conference

Leanne Lowe, Sage Sales Engineer

14 Extended Solutions standard, such as National

Accounts for AR

MS SQL Server Database option

One free Sage Customer Relationship Management

(CRM) server and user license

Reporting Trees and Distribution features in SMI

eMarketing for Sage CRM

Sage 100 Online

Version 4.5

Customer Value

Business Intelligence

New Connected Services

Ease of Use

Cloud Deployment

Database Options

Scalable Database Platform

Combining SQL Server’s high performance database platform that’s reliable, scalable, and easy to manage with Sage 100 ERP’s ease of use simplicity, and maturity

Sell and ship goods to one customer, bill

the invoice to another

Sage 100 ERP Roadmap

Cloud ERP Gateway SData Web Services

CRM Sales Integration Sage CRM Multi-Company Sage CRM Web Order Entry

Sage HRMS Payroll for Premium Edition (SQL)

Employee Management

Connected Service Shipping and Freight

Visual Process Flows

2012 2013 Usability

Accounts Payable Invoice Number Expansion Inactivate Customers and Vendors View Cleared Checks in Vendor Maintenance Improved Inventory Maintenance workflow

Productivity

SageCRM.com Integration

Cloud CRM Gateway

Industry Solutions Distribution

Sage Advisor Automatic Notification Updates Intelligent In-Product User Training Tips and Advice

FRx to Sage Intelligence Report converter

Business Intelligence

8

Architecture MS SQL Server 2012 Windows 8 Crystal Reports 2011

Meeting the Needs of our Customers with A Fully Integrated Solution

Customer Relationship Management

Sales Management

Connected Services

Purchasing Management

System Management Financials

Business Intelligence

Inventory Management Distribution

Payroll

Sage 100 ERP

Connected Services

Shipping and Freight Sales Tax eFiling

Sage CRM

Sage HRMS Sage Intelligence

Features as Service

Alerts and Workflow Document Management Sage Fixed Assets Budgeting Tools 9

Connected Services

Billable Services (mobile) Sales Management (mobile)

Sage CRM Cloud

Product Architecture Delivers Innovation and Scale Across Our Product Portfolio

Sage ERPs (on premise)

Sage CRM Cloud

Sage Payroll/HR

Sage Intelligence

Shipping and Freight

Sales Tax

eFiling

Browser & Mobile Access Features as Services

Browser & Mobile Access Connected Services

Features as Services Connected Services

Customer Access Points

Other Connected Services Ideas

Sales Management (Mobile) Billable Services (Mobile) Delinquent Account

Management and Billing

10

Sage Data Cloud and

Entitlement Management

What’s New for Sage 100 ERP 2013?

Inactivate Vendors and Customers

Expanded A/P Invoice Number

Ability to View Cleared Checks in Vendor Maintenance

Post ACH Electronic Payments to Bank Rec in Detail

Paperless Office SMTP Encryption

Item Maintenance Main Tab Changes

Sage CRM Multi-Company Support

Inactivate Customers and Vendors

New “status” includes Active, Inactive, and Temporary

Add a Reason Code when inactivating

New Reason Code Maintenance to setup codes

Schema checking when setting to Inactive •Disallows if Customer/Vendor in certain tables

Cannot use Inactive in data entry

Optionally exclude from lookups

Security Event to allow cash receipts and payments

Expanded A/P Invoice Number

• Can now enter up to 20 characters for invoice number • Schema, Screens, Reports, Forms, Journals, Lookups

all modified for new expanded invoice number • Impacted A/P, P/O, G/L, J/C, BIE, BIR, ACH • Reports display full

invoice number

Ability to View Cleared Checks in Vendor Maintenance • New A/P Setup Option • Changes to B/R entries

– Accept logic

• Changes to Vendor Maintenance

Post ACH Electronic Payments to Bank Rec in Detail • New A/P Setup Option • Previously posted lump sum • Can now post dollar value checks (previously posted lump

sum)

Paperless Office SMTP Encryption

• No need to maintain dedicated Email server!!!

• Google mail, Yahoo, Hotmail, etc. • Chillkat 9.3.0 now installed • Company Maintenance E-mail tab

– Select SSL or TSL/STARTTLS

Item Maintenance Main Tab

A picture is worth a thousand words!

Business Alerts • Important News! • As of November 1, 2012 Sage will not longer

distribute Global Software’s products (Business Alerts)

• Sage and Global Software are working on a transition of customers, support and renewals

• Details will be communicated to partners and customers as soon as the details are finalized

SERVICES Features as a Service Connected Services

Sage 100 ERP Sales Tax

Sage Fixed Assets

Sage CRM

What’s New in Sage Fixed Assets 2013.0

• Combined Product Families – Government, Nonprofit,

Canada and US in one product

• Editable Notes • Attach PDF’s to Assets • Sage Advisor Update For a quick overview and a virtual tour visit:

sagefixedassets2013.com

Sage Fixed Assets 2013 Availability

• Released by Sage Fixed Assets – October 8th, 2012 • For Sage ERP customers, notification will be sent to channel

partners and customers with the Sage 100 ERP 2013 autodelivery process

Sage 100 ERP eFiling and Reporting Enhancements • Sage 100 ERP Tax Forms will be deprecated in tax

year 2014 – Compliance will be maintained through 2013 Tax Year filings – TTU updates will still be available

• Sage 100 ERP eFiling and Reporting will attempt to Auto-Install when accessing the eFiling Applications for the first time

• Basic Sage 100 ERP eFiling and Reporting features are free for all Sage 100 ERP customers current on Maintenance – Print P/R and A/P Tax Forms (including W-2) – Electronically file Tax Forms with the Government, small fee

associated

100 ERP

100 ERP customers

25

All interactions with client on one page

26

Quote and Sales Order Entry within CRM

Sage CRM Web Client – Quick Orders for Sage 100 ERP Advanced

Create Orders in a new web interface

– Allows users to create an order/quote outside the firewall

– No launching of the Sales Order Screen

– Users will have the choice of New or Old Screens

– No Sage 100 ERP workstation setup required to use web client

Integrated Customer Profile

Service Desk

Application-Aware CRM • Sage CRM and MS Outlook synchronization for Tasks

and Appointments, contacts and emails – Communications are associated with Accounts for

ingoing and outgoing emails

CRM synchronization with Outlook can be

automatic or with a click of a button

Multi-Company Support

• Map multiple ERP companies to single Sage CRM system – Requires one-to-one relationship between ERP and CRM systems

• Cannot link one CRM company to two or more ERP customers in different companies

• Need to create a CRM customer for each ERP customer

– CRM Server Options allows creation of “Instances” of Sage CRM • Allows for multiple installations of Sage CRM • Must map each Sage 100 ERP Company to a specific Instance

Sage CRM version 7.1, SP 2

More Sage CRM Integration • Tasks launched from Sage CRM do not use a Sage

100 ERP license – Allows for distinct separation between front and back office

• Installations Updated to Maintain the Integrity of Customer and Partner Customizations – Minimizes the number of changes that need to be re-done

after each upgrade – Still may require some re-work if customizations are made to

the same forms that Sage modifies

• Sales Order Memos will now auto display • Full Support of Chrome, Firefox, Safari and Internet

Explorer

Going Mobile • iPad & Smart Phone

– Where ever you have phone access – you are connected – Ease of use – Sales staff and execs can work from anywhere, airport, car,

hotel

Sage CRM for Tablets

Sage

CR

M

Available Now!

Visual Process Flows • A Visual Process Flow is a GUI that enables

the user to better understand the workflow

• Reduce training costs for new users learning the applications, and existing users learning new processes

• Out-of-the-box process flows for:

• Sales – Entry and Invoice – Pack and Ship – Return Goods

• Customer Billing – Invoice and Receive Payment

• Inventory – Physical Count

• Purchases – Entry and Receipts

• Vendor Payments – Invoice and Process Payment

Customize business processes to specific user roles or new processes with the Process Flow Designer

Use

r Exp

erie

nce

Processes are displayed in a graphical view, and a simple click on a process milestone will call the underlying

software function

Visual Process Flows provide users with a graphical, job-

oriented user interface that gives a clear view of the task they need to

accomplish and drive them through the different steps

Use

r Exp

erie

nce

Visual Process Flows can be customized for specific user roles

or customized processes

IMPROVED INTEGRATIONS AND TOOLS

Connected Services

Sage Shipping

Sage Advisor

Sage Intelligence Reporting

Sage HRMS and Payroll

Sage 100 ERP Shipping by SmartLinc

• Small Parcel up to 2000/month • Subscription based pricing (cloud only) • Multi-Carrier solution

• UPS, FedEx, USPS • Sage 100 ERP integration automatically populates the Ship To, Ship

From and Ship Via • Produces carrier compliant shipping label • Updates all ship data and costs back to ERP

• Tracking number • Cost of Shipment

• Automatic email notification to customer • Maintains shipping history

Sage Advisor Update notifies you when updates are available for the Sage products you use. You can use this console to:

– set notification options

– review information about available updates

– download updates

– monitor the status of your Sage Business Care account

Note: Installing updates can affect customizations or integrated products.

Sage Advisor Update

View available updates

Schedule When to Check for

Updates Easily Download

Fixes and Updates

Financials

Distribution

Cloud Connectivity

User Experience

Platforms

Performance Performance

Platforms User

Experience

Financials Distribution

Future themes

Sage Intelligence Reporting

Sage ERP 100 Intelligence

Sage ERP 100 Intelligence

REPORT COMPONENTS:

REPORT COMPONENTS: • Data Container • Report Creation & Properties • Predefined financial and operations reports for

management, sales, purchases and inventory – Access to all modules and data (not just GL!) – Dashboard and trend analysis reports – Consolidation of multiple companies and

databases – Data Output to MS Excel and template

Available in 4.5 and

2013

Sage ERP 100 Intelligence

Report Designer Add-In

Multiple Years

Multiple Budgets

Add & Delete Your Own Groupings

Maximize Window Smoother

Dragging Larger

Text

Insert At Selection

Better User Experience

Easier Navigation Improved Productivity Decreased Learning Curve

ToolsHomeFile Help

Copy Move To

Actions

Paste

Report

Add Folder RunAdd Report Save Template

Create Shortcut

Design Lock/Unlock

Rename

Delete

Refresh

Run Sample

Check/Test

History

ToolsHomeFile Help

Copy Move To

Actions

Paste

Rename

Delete

Connection

Refresh Add Connection

Driver Properties

Check/Test All Expressions

Add Data Container

Find & Replace

DependenciesAdd Expressions

Check/Test

Data Container

Sample Data

Expression

Test Lookup

Easy to Use Ribbon Menus

New Templates!

Exciting Modern Look

& Feel Boardroom

Ready

Performance

Pre-defined Financial Reports

Financial Report Designer

Report Designer Add-In

Faster! More Data!

2 Fiscal Years 2700 Accounts 35061 Budget Balances 6.5 Minutes to Run

11 Fiscal Years 5600 Accounts 117000 Budget Balances 42 Seconds

2 Fiscal Years 10281 Accounts 133000 Budget Balances 25 Minutes

10 Fiscal Years 46580 Accounts 0 Budget Balances 1 Minute

2 GB Database

2.5 GB Database

Sage 100 ERP Intelligence Reporting

2011 2012 2013

Distribution

Templates (CRM/ERP, others)

Financials (Reporting Trees, Row grouping, FRx Conversion)

User Experience (Ribbon, drag&drop, templates)

Performance (5 min to 40 seconds)

Platforms (Office 2013, 64-bit)

2013 PU1 PU2 Add-In Add-In 2

Potential Future Themes for Sage Intelligence

Report Designer for more ERP Modules

Mobility

Alerting

Predictions

Social Collaboration

More Reports templates!

Additional Learning Opportunities • Join the BI Community - http://community.alchemex.com/

• Register for FREE webcasts

www.alchemex.com/Webinars.aspx

• Sign up for Sage Intelligence and Excel Tips & Tricks www.alchemex.com/SubscribeNewsletters.aspx

• Free Sales report template: Sage 100 ERP and Sage CRM Report

Sage HRMS Payroll Payroll Reporting Pricing More Info

Why Sage HRMS Payroll? Improved GL Integration Quarterly Updates Federal/State/Provincial/Local Taxes Multiple years of history Edit Prior Year History Bonus- Sage Source for online Paystub viewing

Options Direct Deposit (included and

unlimited) Sage Paycards

Federal and State e-filing and Reporting e-filing from Aatrix

Free printed forms Low cost e-filing

Crystal reports for custom reporting

Pricing based on employee levels No requirement to purchase Sage HRMS full suite

• http://na.sage.com/sage-hrms/

Sage HRMS and Payroll

TECHNOLOGY UPDATES

SAP® Crystal Reports 2011 For Sage

• Updated to latest version of SAP® Crystal Reports 2011 for Sage

• Updated the report engine run-time components utilizing a modern .NET architecture – All standard reports and forms saved with a 2011 backwards

compatible format

• Crystal Conversion Utility updated with the .NET architecture and a new user interface

• Allows Sage 100 ERP to stay current with SAP® Crystal Reports new features and product updates

64-bit ProvideX OBDC Driver

• New 64-bit ProvideX ODBC Driver Available • Allows Integrations with 64-bit Applications

– Microsoft SQL Server – Microsoft Office

• Separate Installation found off the Productivity Tools menu on the Sage 100 ERP Autorun Menu

Demonstration

Demonstration

Beyond the 2013 Release

Pillars of Sage CRM Cloud Integration

Provide ROI quickly

Easy Mobile Cloud

Any device data

integration

Easy to try, buy and

use

Lower TCO

ERP data integration without the complexity Easier to setup & administer Easier to sell with shorter sales cycles

Drive NEW sales for Sage CRM Cloud and Sage ERP Easier Implementation

Sage 100 ERP Future Release Themes

• Sage CRM Cloud Integration • Support the innovation results • User Interface improvements • Feature enhancements • Features as a service Note: Next major release scheduled for August 2013

User Interface Improvements • New Icons will provide an updated look • Additional Visual Process Flows • New background color enhancements

INNOVATION Mobility and Modern Technology

The

Roa

d

Sage Mobile Service (Billable Services)

Billable Services Sage Mobile Services

Top ideas from https://www11.v1ideas.com/SageERP/MAS90and200

Vote On Your Ideas!

Questions? Sage Regional Sales Manager Peter Grajczyk (604)-207-9480 Peter.grajczyk@Sage.com Leanne Lowe Sage Sage100erppresales@sage.com