p-erp39 – introducing sage erp x3 standard edition skip hulme, sr. product manager
TRANSCRIPT
P-ERP39 – Introducing Sage ERP X3 Standard EditionSkip Hulme, Sr. Product Manager
CPE Credit
• In order to receive CPE credit for this session, you must be present for the entire session. – Session Code: P-ERP39– Recommended CPE Credit = 1– Delivery Method = Group Live– Field of Study = Specialized Knowledge and Applications
• Visit the Sage SummitConnect kiosks to enter CPE credit during the conference.
Introductions
• Skip Hulme, Sr. Product Manager
• Sally Swoboda, Sr. Business Analyst
• Miwa Gutierrez, Sr. Business Analyst
• Lynne Adamson, Sr. Manager, Customer Support
• This presentation will be available online after the conference. You will receive an email for the Summit session website approximately 1-2 weeks after Summit.
• Follow us on Twitter: @Sage_Summit– Use the official Summit hashtag: #SageSummit
Session Objectives
• After participating in this session, you will be able to answer the following questions:
– What is Sage ERP X3 Standard Edition?
– When is a prospect a good match for Standard Edition?
– Why choose Standard Edition instead of Premium?
What is Sage ERP X3 Standard Edition?
• Preconfigured to meet common core mid-market requirements out of the box, with reduced need for adaptation and limited resources.
• Guided implementation methodology, based on the product configuration, including templates and a project management toolkit to complete the deployment with limited resources and time.
Rapid Implementation
Enhanced Usability
Designed to maximize efficiency in businesses with fewer than 50 users and limited resources, looking for ERP best practices and a fast deployment.
• Predefined Visual Process Flows (140) by Role (16)• Predefined statistics and KPIs• Predefined inquiries and reports
Rich Functionality • Functionally complete out of the box, for finance, sales, purchasing, inventory and manufacturing management (one product!)
Typical Customers…
Looking for ERP expertise
• Sage ERP X3 partners understand the business of our customers and are experts in ERP implementation.
Have complex business processes
Are under time and resources pressure
Have a limited budget
Value the support of a dedicated partner, close to their business
• Sage ERP X3 Standard Edition offers the full power of the Sage ERP X3 solution: no core functionality has been removed.
• Sage ERP X3 Standard Edition is pre-configured for rapid implementation, is easier to manage and simpler to use.
• Sage ERP X3 Standard Edition reduces implementation costs and can be managed with minimal IT resources.
• Sage ERP X3 partners are close to their customers and offer a wide range of services and assistance when needed.
Goals of the Standard Edition Solution
5 main objectives characterize the approach driving 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 to project status and progress
• Ensure that the commitments made at the beginning of the project are met
The Solution Components
• Sage ERP X3 Standard Edition, the product– Developed on the foundation of Sage ERP X3 (NOT a different product!)– Comprising a comprehensive set of features and capabilities– Designed to adapt to the specific needs of the enterprise
• Sage ERP X3 Standard Edition, the preliminary configuration– Created from a functional-role perspective– Includes a library of process flows based on customer best practices – Initialized with standardized reports, forms, KPIs, parameters and settings– Adaptable to the specific business rules of the customer
• Sage ERP X3 Standard Edition, the implementation methodology– Designed to reduce costs and shorten implementation time– Structured to define, track and achieve enterprise goals– Comprising tools and deliverables designed specifically for this edition– Providing maximum visibility to status throughout the project
The Standard Edition Product and Configuration
• Functionally complete, out of the box
• Preconfigured to accelerate deployment and user productivity in businesses with fewer than 50 users, looking to adopt industry best practices
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 guide
One Single Platform to Support Growth
Sage ERP X3 TechnologySOA/Web-Native | Collaborative Workspace| Process-orientedCustomization Tools | Authentication & Security | Web Services
Multi-company & site | Multi-currency | Multi-language
Sage ERP X3 ApplicationsFinance | Sales | CRM | Purchasing | Inventory | Manufacturing
Business Intelligence | Reporting | MS Office Integration
Standard EditionPreconfigured deployment
Predefined roles and process flowsFast implementation methodology
Single legislation | Optimized for businesses with fewer than 50 users
Premium EditionExtended Parameterization
Options for advanced functionality, connectivity and volume processing
Multi-legislation | Scalability up to thousands of concurrent users
A Natural Evolution
The Standard Edition Methodology and Kit
Structured analysis and implementation system to ensure a consistent, reliable process
– Designed specifically for Standard Edition “out of box” settings– Tools and templates organized by folder
• 00 Pre-Sales Support• 01 Description of the Standard Solution• 02 Steering• 03 Product Preparation Support• 04 Scoping Presentation• 05 Procedures• 06 User Guides
Project Planning and Management Tools
01 Description of the Standard Solution
02 Steering• Planning
– Project Quality Plan (PI000)– Project Configurator (PI004)– Project Team Assignments (PI003)– Preparing the Project (PI001)
• Management– Project Monitor (PI002)– Steering Committee Presentations 0 – 5– Milestone Sign-Offs 0 - 5
What does the “out of box” solution look like?
How is a standard project conducted? What are the time and workload estimates? Who does what? When are tasks scheduled and completed?
How are we tracking against plan? What and how did we do? Have we completed this phase? Concerns?
Overview of the Project Quality Plan (PQP)
Scoping6 weeks
Implement3 weeks
Testing9 weeks
Training4 weeks
Support3 weeks
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
M1 M2 M3 M4 M5M0
35 – 50 consulting days* over 25 weeks
10 - 14 days 6 - 8 days 13 - 19 days 2 days 4 - 7 days
*Distribution Suite = 35 daysManufacturing Suite = 50 days
• 22 weeks from Launch to Go-Live• 25 weeks to Final Production Sign-off
Scope Implement Test Train SupportM1 M2 M3 M4 M5M0
Repeatable Approach
Activities
Tools
Deliverables
MProject Phase
Testing TrainingImplementationScoping Support
Project Quality Plan: Activities by phase
LaunchMeeting
Adaptationof Target Solution
Project TeamTraining
Target Description Adjustment
ProcedureDevelopment
FunctionalOverviews
DataMigration
End-UserTraining
ProductionRollout
ScopingInterviews
AcceptanceTesting
StartupAssistance
Target DescriptionElaboration
Target DescriptionReview
Target SolutionInstallation
Target SolutionReview
Go-Live PlanReview
Live ProductionReview
Project Quality Plan: Tools by phase
SalesPresentation
Description of Target Solution
TargetSolution
TargetSolution
Adapted Start-upProcedure
Project PreparationDocument
SetupGuide
Description ofTarget Solution
Final Description of Target Solution
DataIntegration Kit
LaunchMeeting Deck
DataIntegration Kit
Steering Committee No. 3 Deck
Final Description of Target Solution
FunctionalOverviews
AcceptanceTesting Reports
StandardStart-up Procedure
Steering Committee No. 4 Deck
ScopingInterview
Steering Committee No. 2 Deck
DataIntegration Kit
Description ofStandard Solution
Steering Committee No. 1 Deck
Testing TrainingImplementationScoping Support
EC001
PI000
PI010
FO-*
EC###
PR001
SC001
PI011
PR001
PR006
PI012
PI013
PR005
PR001
PI014
Project Quality Plan: Deliverables by Phase
Sales Presentation Delivered
Target SolutionConfiguration
Attendance SheetSign-Off
Training Report Customer Start-upReport
RACIValidation
Target SolutionInstallation
Customer DataMigration Report
Report SC03Sign-Off
Report SC04Sign-Off
Launch MeetingReport Review and
Sign-Off
Minutes No.2Sign-Off
Customer AcceptanceTesting Report
Minutes No.4Sign-Off
Minutes No.5Sign-Off
Attendance SheetsSigned
Target SolutionInstallation Review
and Sign-Off
Start-up Procedure Review and Sign-Off
Scoping InterviewForms Review and
Sign-Off
Acceptance Testing Report Review and
Sign-OffReport SC01
Sign-OffReport SC02
Sign-Off
Minutes No.1Sign-Off
Minutes No.3Sign-Off
Testing TrainingImplementationScoping Support
EC001
PI003
PI010
EC###
PI011
PR023
PR006
PI012
PI013
PR005
PI014
PI025
PI021
PI022 PI024
Setup Guide
Guided drill down to specific configuration and set up
functions within X3
ON TIME, ON BUDGET
Scoping6 weeks
Implement3 weeks
Testing9 weeks
Training4 weeks
Support3 weeks
M1 M2 M3 M4 M5M0
Up and running in 22 weeks…
DEMONSTRATIONA Quick Tour of Standard Edition
Questions?
• Who is a good fit for Standard Edition?
• Why should I use Standard Edition if it doesn’t support all the options that are available for Premium Edition?
• Why should I use Premium Edition if Standard Edition is so simple to implement and use?
A New Approach to Solution Selling and Implementation PROCESS REVIEW
FUNCTIONALITY
CONFIGURATION
IMPLEMENTATION
OBJECTIVESBEST
PRACTICES
CONSEQUENCE OBJECTIVES
PREMIUM
STANDARD
SAGE ERP X3
Consultative
Prescriptive
Who is a good fit for Standard Edition?
At First Sight:
• Fewer than 50 users?• Manufacturing and/or Wholesale?• Locations in North America only?• Limited IT staff, no in-house
admin/development resources?• Looking for ERP best practices, not for a
custom solution?• Fast implementation and low cost are
essential in making the decision?
1NO
Premium
YES
Standard
Who is a good fit for Standard Edition?
Discovery:
• The customer is willing to adopt standard business processes (DEMO)?
• The Standard configuration matches the customer’s business processes with no/small adaptations (SCOPING)?
• Elements missing from the standard configuration are not mission-critical, can be deployed in a next step?
2NO
Premium
YES
Standard
Focus!Understand where Sage ERP X3 is a best fit!
In North America:
• 90% of the Sage ERP X3 customers have a Business-to-Business model
• 80% do some manufacturing
• 50% are process manufacturers
• 25% are food manufacturers
• 95% of the distributors have standard wholesale-to-distributors processes
Read our stories!
• Sage ERP X3 functionality.• Enhanced usability, with predefined
roles and visual process flows following industry best practices
• Fast implementation, with preconfigured elements and an effective methodology
• Sage ERP X3 functionality• The best flexibility to adapt to
enterprise-specific processes, extend your system, and differentiate your business model
• The best scalabilityX3
Value Proposition
Standard
Premium
CORE
What is Not Part of the Standard Edition solution?
Connectors available at later date:• Financial Reporting*• APS, EDM*• Sage Exchange• Avatax• Freight Management• Demand Planning & Forecasting
Standard
PATC
HING
Premium
StandardPremiumX3
“emerald”
*Available for Standard Edition Q3 2011
Functionality exclusive to Premium:• Multi-Legislation• Import Tracking• Warehousing• Manufacturing Project Management
What is Not Part of the Premium Solution?
Exclusive to Standard Edition
• Preset elements of the configuration
• Predefined roles and visual process flows
• Predefined KPIs and inquiries
• Fast implementation methodology, tied to the configurationX3
Pre
miu
m
Sta
nd
ard
Why Go Standard?
If customers don’t get as many options!
Only Standard Edition:
• Sets clear expectations, when requirements are vague or unrealistic Solution Description
• Reduces the time to define, assess and answer requirements Scoping Interviews
• Secures the implementation Preconfigured solution Project management tools
• Is easy for customers to understand and to manage Pre-built roles and process flows
Why Go Premium?
If Standard is so much faster to implement and easier to use?
Only Premium Edition:
• Can easily adapt to customer-specific requirements No features disabled or hidden Free hand configuration
• Can scale Up to thousands of users
• Can manage a global business Multi-legislation
• Offers extensions for advanced functionality and volume handling: Choice of add-ons and options
Premium
Why/When Upgrade to Premium?
• Extending the configuration after a Standard implementation to jump-start a project with a limited scope
• Need to activate hidden/locked parameters for advanced customization
• International expansion
• Standard Edition not supporting volume connections
• No cost to upgrade
Standard Configuration
The Standard configuration is preserved when upgrading to Premium
Summary
• Standard Edition is NOT a different product
• Standard Edition offers the same functionality as Premium, only pre-configured to accelerate deployment, simplify usage and reduce cost
• Standard Edition is not for everyone, but can provide an effective starting point even when the ultimate goal is Premium
• Standard Edition is a journey, NOT a destination
Additional Summit Sessions
• If you are interested in exploring this topic in greater detail, you might consider attending the following relevant sessions:
– P-ERP37 – Sage ERP X3: Review of the new functionality in Version 6.2
• Tuesday, July 12, 10:00 am – 11:15 am
– P-ERP36 – Sage ERP X3: Facilitating a successful implementation
• Tuesday, July 12, 11:30 am – 12:45 pm
– C-ERP15 – Sage ERP X3: The Road Ahead
• Tuesday, July 12, 2:00 pm – 3:15 pm
– C-ERP110 – Sage ERP X3: An Introduction to Sage ERP X3
• Wednesday, July 13, 8:30 am – 10:00 pm
Additional Learning Opportunities
• For information about additional learning opportunities visit www.sageu.com (Sage University)
• Training options include:
– Anytime Learning—Recorded online training sessions
– Realtime Learning—Live, online learning
– Replay Learning—Recordings of live classes
Your Feedback is Important to Us!
• Please visit a Sage SummitSurvey kiosks to complete the evaluation form for this session.
• Remember each completed survey form is another entry for one of three iPad drawings.
• Your feedback helps us improve future sessions and presentation techniques.
• Please include your session code on the evaluation form: P-ERP39
Contact Us• Presenter Contact Information:
– Skip Hulme– [email protected]
• Follow us on Twitter: @Sage_Summit– Use the official Summit hashtag: #SageSummit
• Thank you for your participation!