sage 2015 roadmap – next release and beyond

Get the most out of your

Sage software

Sage 100 ERP

and

Sage 500 ERP

Deborah Nelson, Sage 100 ERP Product Manager

October 14, 2014

SalesSales flatten from increasing time spent on

customer issues and management tasks.

Poor visibility into customers potential and

stock on hand. MarketingLacks customer insight to generate

demand. Stocks out create poor

e-commerce experience.

PurchasingLacks visibility into costs and margins. Rushing

orders by lack of accurate planning.

Unpredictable suppliers performance.

Accounting and PayrollSpends most time on receivables and

closing at the expense of accurate

forecasting and cash flow optimization.

CEOLacks timely information to make

decisions. Struggles to gain efficiency and

free up capital for growth.

Production/ManufacturingLoses productivity from poor planning and

quality control. Poor visibility into production

costs.

WarehouseExcess inventory keeps growing,

while still experiencing frequent

stock outs from poor demand

forecast.

There are many

pressing challenges

running your

business

Standard Business Maturity Curve

More than 50% of small and medium-sized businesses

are trailing their competitors or at risk of falling behind

4

10%13% Far Ahead

Far

Behind or

Behind

41%

One of several large Sage studies. 1,100 company owners and leaders reported their companies’ performance

How well is your company competing this year?

5

Far Ahead of our competitors

Ahead of our competitors

About Even with our competitors

Behind our competitors

Far Behind our competitors

Our

company is… …at winning

and keeping

customers

Global API

Global API

Significant differences between the top and bottom

performing companies

6

Ratio of sales and

service employees to

total employees

Level of adoption of cloud

and mobile services lower

7 out 105 out 10

higher

10%13% Far AheadFar Behind or

Behind

A powerful new Cloud Maturity Curve emerged from our studies

95%

62% Owners/Leaders

are avid mobile users

Owners/Leaders

use mobility for business

SM

B A

do

pti

on

Rate

**Sage Survey (m=993)

Indicates personal adoption

High

Low

Personal use provides a foundation for Company adoption

95%

62%

57%

Owners/Leaders


Company uses

cloud file sharing

Company accepts

payments anywhere*

Company uses

connected cloud services

Owners/Leaders


11%

7%

SM

B A

do

pti

on

Rate

**Sage Survey (m=993)High

Low

Indicates personal adoption

And, only a few companies have gone ‘all the way’

95%

62%

57%

Owners/Leaders


Company uses

cloud file sharing

Company

accepts payments

anywhere*

Company uses

connected cloud

services

Owners/Leaders


11%

3.7%

1.4%

7%

Company relies on a

cloud ERP/accounting

system

SM

B A

do

pti

on

Rate

**Sage Survey (m=993)

Company has

hosted accounting/ERP

system

High

Low

So, what does this mean to my company?

*mobile and traditional credit card acceptance **Sage Survey (m=993)

90% of companies are

seeking to extend

their solutions

Very high risk zone many companies Far Behind and few Ahead of their competitors

High impact zone2x more likely to be Ahead of Far Ahead of competitors as

winning and keeping customers than the high risk zone

Unknown zoneToo early to tell

We’re providing you the resources that you need to

capture your cloud opportunity



seeking to extend

their solutions

Owners/Leaders


Company uses

cloud file sharing

Company

accepts payments

anywhere*

Company uses

connected cloud

services

Owners/Leaders


Company relies on a

cloud ERP/accounting

system

Company has

hosted accounting/ERP

system

Easy to calculate ROI services available now



seeking to extend

their solutions

Sage Mobile

Sales

Sage Mobile

Service

Sage Billing

and Payment

Sage

Payments

Sage Time Sage Secure

Files

Sage

CRM

Available Now

We are

working on

these

services

Helping you, win, serve and keep customers

A close up on the Sage Data Cloud – a hybrid cloud model

Sage Data Cloud

connects

• Sage’s ERP and accounting

systems with mobile

applications

• Sage’s services and

applications across devices

• Sage’s ISV applications to

the ERPs

• Data from Sage’s ERP

products to the cloud

Your business might need to change to grow more

SalesSales flatten from increasing time spent on

customer issues and management tasks.

Poor visibility into customers potential and

stock on hand. MarketingLacks customer insight to generate

demand. Stocks out create poor

e-commerce experience.

Service and SalesLacks visibility into costs and margins. Rushing

orders by lack of accurate planning.

Unpredictable suppliers performance.

Accounting and PayrollSpends most time on receivables and closing at the

expense of accurate forecasting and cash flow

optimization.

CEOLacks timely information to make

decisions. Struggles to gain efficiency and

free up capital for growth.

Production/ManufacturingLoses productivity from poor planning and

quality control. Poor visibility into production

costs.

WarehouseExcess inventory keeps growing,

while still experiencing frequent stock

outs from poor demand forecast.

There are many

resources available to

help you capture new

opportunities

Sage Mobile

Sales

Sage

CRM

Sage Billing

and Payment

Sage

Intelligence

Sage

Inventory

Advisor

Sage

Payments

Sage Time

Sage

Inventory

Advisor

ISV

Solutions

ISV

solutions

Sage

CRM

Sage

CRM

Sage Mobile

Sales

Sage

CRM

ISV

solutions

Sage

Inventory

Advisor

Sage Alerts

& Workflow

• Mid-sized Distributor in Indiana

• Founded 25 years ago

• Meet precise customer requirements

• Develop lasting customer relationships

• Service, experience, dependability,

relationship

• Has expanded twice, currently have 35,000

sq. feet warehouse capacity

• 12 users on Sage 100 ERP 2013

• Accounts Payable

• Accounts Receivable

• General Ledger

• Bank Reconciliation

• Credit Card Processing

• Crystal Reports

Sage 100 ERP 2013

• Inventory Management

• Purchase Order

• Sales Order

• Visual Integrator

• Fixed Assets

• Sage Mobile Sales

Top FY-2014 Initiative for St. Joseph Packaging

Needed to improve office efficiencies– Excessive amount of effort required and paper used entering faxed orders.

Wanted to increase Sales Revenue– Too much time spent phoning in orders from customer sites

Added Sage Mobile Sales

– Provided ability to process orders without paper!

– Salespeople can access inventory, process orders from customer sites

Results

• Reduced paper use when processing orders

• Cut out errors made transcribing faxed paperwork

• 50% of order’s from Top 10 Customers entered through Sage Mobile Sales

• Increased customer service and order accuracy

• More efficient salespeople producing more revenue – up $400K in 6 months

• Increase in sales volume YTD of 16%

• Founded in 1971

• Leader in commercial and residential

pipe hangers

• Prime manufacturing capabilities

• Superior product offering

• Over 800 SKUs

• Immediate shipping

• Allow customers to maintain minimum

inventories

• 25 employees

• 5 users on Sage 100 ERP

• Accounts Payable

• Accounts Receivable

• Bank Reconciliation

• Bar Code

• Custom Office

• Crystal Reports

• General Ledger

Sage 100 ERP 2013

• Inventory Management

• Purchase Order

• Sales Order

• Work Order

• Visual Integrator

• Sage Inventory Advisor

Top FY-2014 Initiative for Warwick Hanger

Lacked visibility into shortages • Carry over 800 SKUs

• Orders are picked throughout the day

• Lacked visibility into shortages until it was too late to build more

Long lead times from vendors in China• Spreadsheet 3-month forecasting

• Couldn’t account for seasonality fluctuations

• Sometimes had to purchase from competitors to meet demand

Added • Sage Inventory Advisor

– Dashboard enabled supervisors to easily see status

– Utilizes historical information and industry algorithms

Results • No more surprises or afternoon emergencies

• Order pickers have enough product on the shelf to fill customer demand

• All overseas orders go through Sage Inventory Advisor

• No shortages in the last 4 months

Sage 100 ERP

Sage 100 ERP Product RoadmapDelivering value in the Core, and integrated mobile and web Connected Services

Sage Data Cloud*

• Sage CRM Online• Sage Secure Files• Sage Time

Sage Data Cloud*

• ISV Enablement• Budgeting and Planning• Sage Fixed Assets Online

2015 Release

• Vendor Name Expansion• PO History• PO Copy From• UI Scripting• Level 3 Credit Card Processing• AR Cash Receipts – Flashlight• Capture User Roles• Keep Open for PO/SO Forms• Amyuni Driver for Paperless• Font Update for Crystal

Performance

2016 Release

• Manufacturing and Distribution Improvements

• Drop Ship Improvements• Easier completion of Purchase Orders• Expansion of AR Data Fields • DRM for Warehouses (Inactivate)• Receipt of multiple orders on an

invoice for PO & SO• Paperless Office Improvements• Extended Item Descriptions for Misc. • SData Update

*Subject to change

2015 2016

Sage CRM Online helps you close more and larger deals

Hot lead from website just appeared! Prep for next customer meeting

Sage CRM Online

Sage CRM Online

Sage CRM Online paired with Sage Mobile Sales provides

an ideal fully-integrated solution with your Sage ERP

Build bigger ordersImpress customersReal-time integration with Sage ERP

Sage Mobile Sales

What other deals can I close today???

Sage CRM Online

Fully prepared and ready to visit customer. Time to go close the deal!

Provides clear insight into salesperson productivity

See how your reps are performing against their forecast

Sage 100 ERP Product RoadmapDelivering value in the Core, and integrated mobile and web Connected Services

Sage Data Cloud*

• Sage CRM Online• Sage Secure Files• Sage Time

Sage Data Cloud*

• ISV Enablement• Budgeting and Planning• Sage Fixed Assets Online

2015 Release

• Vendor Name Expansion• PO History• PO Copy From• UI Scripting• Level 3 Credit Card Processing• AR Cash Receipts – Flashlight• Capture User Roles• Keep Open for PO/SO Forms• Amyuni Driver for Paperless• Font Update for Crystal

Performance

2016 Release

• Manufacturing and Distribution Improvements

• Drop Ship Improvements• Easier completion of Purchase Orders• Expansion of AR Data Fields • DRM for Warehouses (Inactivate)• Receipt of multiple orders on an

invoice for PO & SO• Paperless Office Improvements• Extended Item Descriptions for Misc. • SData Update

*Subject to change

2015 2016

Angie

Purchasing Agent

Sage 100 ERP - Purchase Order History Creation

Sage 100 ERP

Purchase Order History – Inquiry and Reporting

Purchase Order Copy From

Rachel

Accounts Payable

Vendor Name Expansion

Brett

Accounts

Receivable

Flashlight added to A/R Cash Receipts

BrettIT Manager

Sales and Customer Service

IT/System Admin

Accounting and Payroll

Warehouse

We heard you!

We added 50+ control, workflow

and usability improvements in

Sage 100 ERP 2015

Control

exporting

from ALE

and grids

Color code

border

frame by

company

Reverse

Journal

Entry

Column

sorting

(BR, AP,

AR)

RMA

Entry

from

Sage

CRM

Displaying SO

Quote History

Inquiry fields

(Product Type

& Line, Price

Code)

Salesperson

Commission

Report now

has Pay Date

as an option

Second pre-

auth on

credit card

after first

one has

expired

Added Ship

Via to

Customer

Ship-To

Address

dialog

New warning

message for

when quantity

shipped ≠

quantity

packed

Vendor Memo

button added

to main panel

(outside folder

region) in

many dialogs

Large

Employer

---

ACA

reporting

Purchasing

Vendor

Name now

50

characters

“Select

Invoices”

for

Purchase

Transfer

VendorsThird Party

and Level

3 Credit

Card

Processing

Detailed

Activity Log

for Module

Setup

Options

Default for “Print Full

Comments”

in Invoice

Register

Custom UI

Scripting

PO History,

Copy

From, and

reporting

options

Sage 500 Product RoadmapDelivering value in the Core, Mobility and Cloud Connected Services

Sage Data Cloud*

• Sage Mobile Sales

• Sage Billing and Payments

• Sage Enterprise Intelligence

Sage Data Cloud*

• Sage CRM• Sage Mobile

Service

2014 Release

• EFT Receivables• Reverse Memo/

Pymt Application• SO # on Invoice• Extended eMail

2015 Release

• Inventory Purge• EFT Doc Transmit• Multi Dist CM• Cust Memo Notify• Color-coded Company• AP Vendor CC Clearing

2017 Release

• Combined Posting Reports

• Purchases Clearing• Inter-company CM• Component Scrap

*Subject to change

2014 2015 2016 2017

Sage Data Cloud*

• ISV Enablement• Project Files• Budgeting /

Planning

Laura

Accounting Manager

Christine

Customer Service Rep

John

Production

Summary

• Sage customers are constantly on the move and the way they do

business is changing

• Both Sage 100 ERP and Sage 500 ERP are evolving to serve

both your current and future needs

• Sage continues to work to provide you with the freedom to

succeed

Our Vision

To be recognized as the most valuable supporter of small and medium sized companies by creating greater freedom for them to succeed.

What new (to you) features/solutions

did you hear about today?

Questions or Feedback?

• Deborah Nelson, Product Manager Sage 100 ERP

• [email protected]

• 949-790-2081

• Linda Cade, Product Manager Sage 500 ERP

• [email protected]

• 949-864-7040

• Contact Socius: http://www.socius1.com/contact/

• Contact Sage Product Managers:

Take your business to the next level today

mailto:[email protected]

mailto:[email protected]

http://www.socius1.com/contact/

sage 2015 roadmap – next release and beyond

Technology