SAGE NORTH AMERICA

Sage Company Overview

Tangerine Software’s Customer Conference

Montreal October 6th, 2011

Mike Wingrove

Senior Director of Sales

Sage Canada

SAGE NORTH AMERICA

ABOUT SAGE

OUR VALUES

PRINCIPLE PRODUCT STRATEGIES

PRODUCT PORTFOLIO

SAGE ERP X3 IN THE WORLD

2

SAGE NORTH AMERICA

Sage Corporate Overview

3

Microsoft

SAP

Oracle

Intuit Other

Sage

WORLDWIDE SMALL BUSINESS ACCOUNTING AND ERP SOFTWARE MARKET (1)

(1) Companies with fewer than 500 employees – IDC Worldwide ERP Vendor Analysis, January 2010

(2) Gartner, 2009 (3) £1,435 billion revenue/ £365.8 million EBITA (Fiscal

year ending September 30, 2010)

#1 Business software vendor in the SMB market(1) #3 ERP vendor worldwide(2)

6.3 million customers worldwide 3.2 million in North America

$2.1 billion annual revenue(3) $580 million EBITA(3)

13,400 staff in 24 countries 30,000 resellers 40,000 accountants

SAGE NORTH AMERICA

Simplicity

Agility

Innovation

Trust

Integrity

Values

•Do basics really well

•Seek out opportunity to go above and beyond

•Create experiences that customers will share with others

•Create a memory, a lasting impression that leaves customers feeling fantastic

4

Committed to an Extraordinary Customer Experience

COMPANY VALUES

SAGE NORTH AMERICA

Extraordinary Customer Experience

Enrich Connect Grow

Increasing

Value for

Existing

Customers

Connected

Services

Diverse

Growth

Strategy

Guiding Principles of our Product Strategy

SAGE NORTH AMERICA

•

Sage Product Family in Canada

Sage Simply Accounting

• Local operations

• Small Business focus

Incre

asin

g n

eed f

or

Glo

bal A

ppro

ach

Increasing Scale and Complexity

Sage ERP Accpac

• Local & Multi-country operations

• Lower to Core Mid Market

45,000 customers

500,000 customers

Sage ERP X3

• Mid to Large size businesses

• End to end suite of applications

• Vertical depth

3,000 customers

SAGE NORTH AMERICA

Sage ERP X3 worldwide presence

EUROPE • France •Germany • Poland • Portugal • Spain • Switzerland • UK & Ireland

AFRICA •Morocco • South Africa • Algeria • Cameroon • Congo • Democratic Republic Of the Congo • Egypt

•Gabon •Ghana • Ivory Coast • Kenya • Lesotho •Madagascar •Malawi •Mauritius • Namibia

MIDDLE EAST • United Arab Emirates • Saudi Arabia • Iran • Jordan • Kuwait • Lebanon •Oman •Qatar

ASIA • China • Singapore • Thailand • Indonesia •Malaysia

AUSTRALIA • Australia • Pacific islands • New Zealand

53 Countries

3,000 Customers

1,500 Consultants

200+ Partners

30% Growth rate

10,000 Customers in 5 years

NORTH AMERICA • United States • Canada

SOUTH AMERICA • Argentina

• Belgium • Italy • Netherlands • Russia

• Nigeria • Senegal • Swaziland • Tanzania • Tunisia • Zambia • Zimbabwe

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Sage ERP X3 in Canada

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Sage ERP X3 V6.2

•User Experience

•ERP Modernization

•Cost Effectiveness

•Globalization

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Congratulations

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Winner of 2011 Presidents Circle Award

Top Sage ERP X3 Product Sales in North America

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Sage ERP X3 The Road Ahead

Tangerine Software’s Customer Day | Montreal October 2011

Jean Huy

Director, Product Management & Marketing

Sage ERP X3

SAGE NORTH AMERICA 12

IMPORTANT NOTE: This presentation is intended as a guideline and for information purposes only, and represents Sage’s current view of its product direction. The information is subject to change at any time without notice. Any one of the milestones, features, release periods or versions could change. None of the information should be interpreted as a commitment on the part of Sage.

important

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Product Evolution

•The most comprehensive functionality

•The most flexible deployment

•The most cost-effective platform

For mid-sized manufacturers and distributors

Worldwide

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Sage ERP X3 v6

Sage ERP X3 v5

Adonix X3 v1.40

Adonix X3 v1.30

Adonix X3 v1.20 2000

2002

2004

2007

2010

+ Connected

+ User-Centric

+ Global

+ Web

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A Global Investment by Sage

•Global Governance

•Global Product Management

•Global R&D

•Global Services & Support

•Global Marketing & Communications

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In North America

•+20 HC in Product Management and R&D, Marketing, Support (Sage Business Care), Channel and Training (98 certified consultants)

•Extended ecosystem (ISVs, partners, certified consultants)

•+33% NL Growth

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What’s Driving the Roadmap?

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Strategy

Market & Technology Trends

Customer Loyalty

Competition

Positioning

Sage Objectives

Quality

Improvements

Usability

Performance

Capacity

Agile Development

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New Contributions in N.A

•Global Product Committee

• Partner Advisory Council

•Customer Advisory Board

• SageERPx3.us/feedback

• ECE Toolkit

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ERP Evolution III: From Managing Transactions to Increasing Performance

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Tran

sact

ion

co

st

% of users across the extended enterprise

1980-1995

1995-2005

TODAY

Accounting

Manufacturing

Sales

CRM

SCM

E-Commerce

SOA

Web 2.0

Cloud

Mobility

BI

BPM

“An ERP strategy must be more end-user centric than before, to maximize the benefits achieved from investments in ERP” Key Issues for ERP, Gartner

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Sage ERP X3 Product Strategy

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+ CONNECTED + COST-EFFECTIVE + USER-CENTRIC

Streamlining all business

processes.

Supporting all areas of business

and improving productivity.

Reducing overhead.

Improving user experience.

Simplifying employee

interaction with business

processes.

Accelerating and extending

user adoption.

X3 X3 X3

Connecting your entire business.

Integrating specialized partner

and ISV applications.

Extending through the Cloud.

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One Day on the Internet… in April 2011

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56,240 iPads sold

17.1 million Apps

2 billion Web searches

900,000 blog posts and feeds

86,400 new LinkedIn members

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Extending the User Experience

• Listen to What Matters

•Reach New Users

• Simplify Operations

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Sage Enterprise WebTop powered by

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Extending the User Experience

•Role-Based Visual Process Flows

•Widgets

• System-Wide Search Engine

• Personal Dashboard & KPIs

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Manufacturing

& Operations

Increasing Productivity

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Financial

Management

Human

Resources

Enterprise

Asset

Management

Develop Extend Embed Create

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Version 6

•Over 320 improvements

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Global Compliance

15% Extensions (CRM)

4%

Platform 29%

Mfg + Stock 7%

Distribution 5%

Common + Misc 5%

Finance 20%

FA 5%

Reminder + Op.Budget

10%

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Emerald • AP/AR Discounts (replaces X03) • Import Tracking (replaces X14) • Shop Floor Control • ADC Extensions (replaces X01) • Purchase Planning (replaces X15) • Allergens (replaces X22) • ACH via Exchange • Bill of Lading (replaces X18) • Recurring AP/AR • Positive Pay** • Lockbox (replaces X32)**

Patch • Point-in-time

Inventory • Shipping System

Connector (replaces X11/X39)

• User-Defined Order Holds (replaces X37)

• Sales Tax Report • Quick Checks • Addition al Reports

V6.x: Improved Quality and Compliance

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2013 Patch 16 • RNI Reconciliation

(replaces X07) • ABRA Connector

(replaces X04) • NA Local Reports

(adds to X10) • Single-level BOM

(replaces X21) • Customer Search

(replaces X38)

Oct

2011 2012 Patch 17 • Check Printing

(replaces X02) • FDE Templates • Bank

Reconciliation

Version 6.4

• Merge Patch 16

and 17 with new installation media

Patch 18 • 1099 Processing • 3 Way Matching

Patch 19 • Avatax Integration

(replaces X29) • Sage Exchange

Integration (replaces X12)

Nov Dec Jan Feb Mar Apr May Jun Jan

** Possible patch candidate

IMPORTANT NOTE: This presentation is intended as a guideline and for information purposes only, and represents Sage’s current view of its product direction. The information is subject to change at any time without notice. Any one of the milestones, features, release periods or versions could change. None of the information should be interpreted as a commitment on the part of Sage.

SAGE NORTH AMERICA

Emerald: Extended Functionality

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Golden Features ERP Domains

1 Industry Solutions Services Operations & Manufacturing

2 HRM integration Human Ressources

3 WMS Integration Operations & Manufacturing

4 Engineering Change Control Operations & Manufacturing

5 Prepayments Financial Management

6 Multi-legislation/Common Data Cross

7 Landed cost Operations & Manufacturing

8 Compliance Quality Operations & Manufacturing

9 RF Picking Operations & Manufacturing

10 Sales Kit and variant Operations & Manufacturing

11 Project Based Manufacturing improvement (ETO) Operations & Manufacturing

12 Make to order ATP CTP Operations & Manufacturing

13 Tax Management Financial Management

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Extended Functionality

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Manufacturing

& Operations

Financial

Management

Human

Resources

Enterprise

Asset

Management

CRM

SCM

WMS

CPM BI, Dashboarding,

Reporting, Planning,

Consolidation

Payroll

INDUSTRY

SOLUTIONS

Formulation

MSDS

Labeling

Recalls

PLM

INDUSTRY EDITIONS

ENDORSED ISV CONNECTORS

SDATA

OEM

WEB

SER

VIC

ES Add-On

Community

CONNECTED SERVICES

ECLI

PSE

/4G

L

Sage Application Framework for the

Enterprise X3

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Extended Functionality

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Analysis

Reporting

Forecasting

Simulation

BUSINESS

INTELLIGENCE

Archiving

Security

Version Control

Sharing/Publishing

ELECTRONIC

DOCUMENT

MANAGEMENT

TAX

MANAGEMENT Address validation

Up-to-date tax rules

Taxability/Exemptions

Sales tax calculation

Sage Sales Tax by

PAYMENT

SOLUTIONS Credit Card

Processing

Sage Exchange

WEB

INTELLIGENCE Web Curation

Dashboard Publishing

Mobility

Sage Enterprise Webtop by

Multiple resource

constraints by

operation

ADVANCED

PLANNING AND

SCHEDULING

Product Information Mgt

Formulation

Compliance

Change Management

PRODUCT

LIFECYCLE

MANAGEMENT

Transmit documents

through a value added

network (VAN) with

your trading partners

ELECTRONIC

DATA

INTERCHANGE

DEC. 2011 NOV. OCT. SEP.

SAGE NORTH AMERICA

Projected Roadmap Summary – Major Releases

Sage ERP X3 V6.x

Visual Process Flows & Roles Sage Search MS Office 2010 SSO (Web/Windows) Standard Edition

Multi-Legislation/Single folder New legislations (PL,RU) Budgets Project Manufacturing Mgt Global Compliance & Quality

Sage Exchange Sage Enterprise WebTop Sage SalesLogix/Sage CRM Sage Sales Tax Electronic Document Mgt Product Lifecycle Mgmt (CPG) Advanced Planning & Scheduling Project & Job Costing Carbon Footprint Management Greenhouse Gas Accounting

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Sage ERP X3 “Emerald”

User Portal Revamp and Mobile Apps

Industry Solutions Multi-Legislation+ Intl Tax Management Accounting traceability/audit trail HRM integration WMS integration Manufacturing To Order Availability/Capability to Promise Engineering Change Control ETO/Project & Job Costing Landed & Transportation Cost Sales Kit & Variants

Corporate Performance Mgmt Manufacturing Execution System Computerized Maintenance Mgt Product Lifecycle Mgt (Discrete)

Sage ERP X3 “Jade”

New Client (Rich Internet Application / HTML5) Extensive Mobility

New Legislations (S.Am.) Business Process Management Foundation Storage Resource Mamagement

Industry Solutions

2010-2013 2013-2015 2015-2017

SAGE NORTH AMERICA

Projected Roadmap Summary – Major Releases

Sage ERP X3 V6.x

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Sage ERP X3 “Emerald” Sage ERP X3 “Jade”

2010-2013 2013-2015 2015-2017

+ USER-CENTRIC

+ COST-EFFECTIVE

+ CONNECTED

SAGE NORTH AMERICA

THANK YOU!

MERCI !

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www.sageERPx3.us

www.sageERPx3.us/feedback

jean.huy@sage.com