Sage X3 RoadmapDarell Vandover, Product Evangelist NA; Xavier Basto, Product Evangelist LATAM; Fabrice Alonso, Product

Evangelist UKI; Dijana Kolar-Peric, Product Evangelist DACH & Poland; Deon van Graan, Product Evangelist SA

20 December 2017

Sage X3 – A world without limits

Sage X3 adapts to rapid changes in business allowing

customers to gain agility, be more competitive and

embrace the art of the possible.

With Sage X3, we believe that we deliver the most

versatile, simple and flexible business management

platform for companies to grow and compete on a

global scale.

Current Sage X3 V11

Next version Sage X3 V12 (Launch October 2018)

Standard Integrated Functionality Financial Management: Budget and Accounting, Fixed assets, Financial

reporting

Supply chain management: Purchasing, Inventory, Sales, Customer service

Production Management: BOM planning, Shop floor control, Quality control,

Project management, Production Scheduling

Numbers 6,000+ Customers

615,000 + ERP users

28 countries

Key industries Manufacturing (35%), Distribution (26%) and Services (24%)

Recent deliverables

2017 DecemberPrevious Releases

Cloud enablement, regional extension,

global product enhancements

Cloud enablement, global product

enhancements, user experience

• Pendo Integration

• Portugal, Germany & France

compliance updates

• Ability to record currency rates at

transaction level

• Global tree view of projects

• Point in time stock valuation reporting

• Portugal, Germany & France

compliance updates

• First Date Material Availability (FDMA)

• Performance Improvements in

purchasing

• Enhancements in Production

Scheduler

• Multi Project consolidation & Task

Planning for PJM

12 Month Product Roadmap – Sage X3

Q4 ’17 Q1 ’18 Q2 ’18 Q3 ‘18

Major releases

Monthly Cloud Updates

X3 People Cloud Launch

PT Public Cloud Launch

Monthly Cloud Updates

SDMA Cloud Launch

Salesforce Connector (Portugal)

Monthly Cloud Updates Monthly Cloud Updates

Cloud/PlatformContinued UI Enhancement

Pendo Integration

Integration Improvements

New ISV’s available in the Cloud

GDPR Compliance

Continued UI Enhancements

Salesforce Enhancements

Responsive Design

New ISV’s in the Cloud

Processing Speed Improvements for

Large Transaction Bases

(Slice 1)

Financials Legislative Compliance Enhancements

Sage Intelligence Enhancements

IFRS 16 Compliance (light feature)

Legislative Compliance Enhancements

Legislative Compliance Enhancements

A/R Bad Debt Write-Offs Legislative Compliance Enhancements

Manufacturing

Project: Tree View of projects

Link between Work Orders in PS

Versioning Revision Process

Project: Time Sheet Integration

MPM to PJM Migration Tooling

Project: Financial Snapshot

Non-Conformance

Weighing Scale Improvements

Project: Revenue Recognition

Project: Resources Scheduling

New Manufacturing KPIs

Production Scheduler Machine Set-up

Matrix

Distribution

Costing: Point In Time valuation

Product Site Valuation History

First Date Material Availability

Stock costing improvements

E- Invoices Processing Improvements

(France)

ADC improvements (Slice 1)

License Plate Management

New Tax Structure (Slice 1)

Available To Promise

Costing Enhancements

X3 People

Multi-legislation, Currency, Frequency

Payroll

Leave Engine and Self Service

UK Launch

Legislative Compliance Enhancements

GDPR

Net Enterprise Link

Auto Enrolment Enhancements

Sage People API

Additional Self Service Applications

Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without

notice. None of the information should be interpreted as a commitment on the part of Sage.

© 2016 Sage Software, Inc. All rights reserved

Upgrades to January 2018

Jan 13th EU Region

Jan 20th NA Region

© 2017 Sage Software, Inc. All rights reserved

Product Roadmap – 2018 January

BenefitEasy and safe SSO authentication within external solutions on the Cloud.

OutcomeAdditional authentication method to allow seamless integration of external hosted solution on the Cloud.

OpenID AuthenticationV2017.r7

PlatformOpenID Authentication

Integrations

Salesforce Connector for Portugal

SDMA version 7.5 On-Premises

Certify

Financial

Compliance

Fixed assets & Expense Capitalization

Manufacturing

Recalculation FDMA – Prod. Scheduler

Task Dependency - PJM

Distribution

Non-billable deliverables - PJM

Stock Valuation Report

Sage X3 PeopleCompliance

Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without

notice. None of the information should be interpreted as a commitment on the part of Sage.

© 2017 Sage Software, Inc. All rights reserved

Product Roadmap – 2018 January

BenefitSalesforce connector available in Portugal speaking markets.

OutcomeTranslation requirements for the Salesforce Connecter have been implemented.

Salesforce Connector for PortugalV2017.r7

PlatformOpenID Authentication

Integrations

Salesforce Connector for Portugal

SDMA version 7.5 On-Premises

Certify

Financial

Compliance

Fixed assets & Expense Capitalization

Manufacturing

Recalculation FDMA – Prod. Scheduler

Task Dependency - PJM

Distribution

Non-billable deliverables - PJM

Stock Valuation Report

Sage X3 PeopleCompliance

Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without

notice. None of the information should be interpreted as a commitment on the part of Sage.

© 2017 Sage Software, Inc. All rights reserved

Product Roadmap – 2018 January

BenefitCustomers benefitting from latest

features.

OutcomeCompleted testing of SDMA 7.5 for on-

premises.

SDMA Version 7.5 for On-PremisesV2017.r7

PlatformOpenID Authentication

Integrations

Salesforce Connector for Portugal

SDMA Version 7.5 On-Premises

Certify

Financial

Compliance

Fixed assets & Expense Capitalization

Manufacturing

Recalculation FDMA – Prod. Scheduler

Task Dependency - PJM

Distribution

Non-billable deliverables - PJM

Stock Valuation Report

Sage X3 PeopleCompliance

Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without

notice. None of the information should be interpreted as a commitment on the part of Sage.

© 2017 Sage Software, Inc. All rights reserved

Product Roadmap – 2018 January

BenefitWith Certify Employees and Accountants

benefit from time saving, a simplified and

fast travel booking and reduced costs.

OutcomeCustomer can use Certify in Sage X3

Public Cloud to automate their expenses.

Certify IntegrationV2017.r7

PlatformOpenID Authentication

Integrations

Salesforce Connector for Portugal

SDMA Version 7.5 On-Premises

Certify

Financial

Compliance

Fixed assets & Expense Capitalization

Manufacturing

Recalculation FDMA – Prod. Scheduler

Task Dependency - PJM

Distribution

Non-billable deliverables - PJM

Stock Valuation Report

Sage X3 PeopleCompliance

Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without

notice. None of the information should be interpreted as a commitment on the part of Sage.

© 2017 Sage Software, Inc. All rights reserved

Product Roadmap – 2018 January

BenefitMaintain global Sage X3 legislations to address all major legislative requirements and ensure compliance.

OutcomeUK: Payment Practices compliance reporting - New reporting to communicate to AuthoritiesCH: VAT changes / 2018DE: New German VAT forms / 2018PL: Cash register add-on in the CoreSA: W&T depreciation modeFR: FA - Macron Law n° 2016-191 - Article 99

Local Compliance ImprovementsV2017.r7

PlatformOpenID Authentication

Integrations

Salesforce Connector for Portugal

SDMA Version 7.5 On-Premises

Certify

Financial

Compliance

Fixed assets & Expense Capitalization

Manufacturing

Recalculation FDMA – Prod. Scheduler

Task Dependency - PJM

Distribution

Non-billable deliverables - PJM

Stock Valuation Report

Sage X3 PeopleCompliance

Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without

notice. None of the information should be interpreted as a commitment on the part of Sage.

© 2017 Sage Software, Inc. All rights reserved

Product Roadmap – 2018 January

BenefitImproves the performance of the financial processes.

Outcome• Ability to trigger automatic journal entries

when transferring assets from/to sites.• Performance on expense capitalization

from asset.

Fixed Assets & Expense CapitalizationV2017.r7

PlatformOpenID Authentication

Integrations

Salesforce Connector for Portugal

SDMA Version 7.5 On-Premises

Certify

Financial

Compliance

Fixed assets & Expense Capitalization

Manufacturing

Recalculation FDMA – Prod. Scheduler

Task Dependency - PJM

Distribution

Non-billable deliverables - PJM

Stock Valuation Report

Sage X3 PeopleCompliance

Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without

notice. None of the information should be interpreted as a commitment on the part of Sage.

© 2017 Sage Software, Inc. All rights reserved

Product Roadmap – 2018 January

BenefitAbility to process the optimization based on updated information of the material availability.

OutcomePossibility to refresh frequently and regularly the FDMA calculation also for Work Orders already transferred to Production Scheduler, so the updated information of the material availability can be taken into account by Production Scheduler in the next optimization.

FDMA Recalculation for Production Scheduler – on-premises from V11.0.6 only

V2017.r7

PlatformOpenID Authentication

Integrations

Salesforce Connector for Portugal

SDMA Version 7.5 On-Premises

Certify

Financial

Compliance

Fixed assets & Expense Capitalization

Manufacturing

FDMA Recalculation – Prod. Scheduler

Task Dependency - PJM

Distribution

Non-billable deliverables - PJM

Stock Valuation Report

Sage X3 PeopleCompliance

Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without

notice. None of the information should be interpreted as a commitment on the part of Sage.

© 2017 Sage Software, Inc. All rights reserved

Product Roadmap – 2018 January

BenefitFacilitate and prepare the Planning Project tool.

Outcome• Linking tasks allows the creation of date

constraints in the task planning and the definition of a task network.

• Linking operations allows the creation of date constraints in the planning of a task and the definition of an operation network

Task dependency for PJMV2017.r7

PlatformOpenID Authentication

Integrations

Salesforce Connector for Portugal

SDMA Version 7.5 On-Premises

Certify

Financial

Compliance

Fixed assets & Expense Capitalization

Manufacturing

FDMA Recalculation – Prod. Scheduler

Task Dependency - PJM

Distribution

Non-billable deliverables - PJM

Stock Valuation Report

Sage X3 PeopleCompliance

Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without

notice. None of the information should be interpreted as a commitment on the part of Sage.

© 2017 Sage Software, Inc. All rights reserved

Product Roadmap – 2018 January

BenefitIncrease Project Module efficiency and accurancy.

Outcome• Management of non-billable deliveries for project

management and for others kind of transfers.

• Management of non-billable returns from direct

deliveries without sales orders.

Non-billable deliverables for PJMV2017.r7

PlatformOpenID Authentication

Integrations

Salesforce Connector for Portugal

SDMA Version 7.5 On-Premises

Certify

Financial

Compliance

Fixed assets & Expense Capitalization

Manufacturing

FDMA Recalculation – Prod. Scheduler

Task Dependency - PJM

Distribution

Non-billable deliverables - PJM

Stock Valuation Report

Sage X3 PeopleCompliance

Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without

notice. None of the information should be interpreted as a commitment on the part of Sage.

© 2017 Sage Software, Inc. All rights reserved

Product Roadmap – 2018 January

BenefitIncrease efficiency and performance.

OutcomePerformance is improved, when using the

Accounting date option on the Stock valuation

report.

Stock Valuation Report PerformanceV2017.r7

PlatformOpenID Authentication

Integrations

Salesforce Connector for Portugal

SDMA Version 7.5 On-Premises

Certify

Financial

Compliance

Fixed assets & Expense Capitalization

Manufacturing

FDMA Recalculation – Prod. Scheduler

Task Dependency - PJM

Distribution

Non-billable deliverables - PJM

Stock Valuation Report Performance

Sage X3 PeopleCompliance

Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without

notice. None of the information should be interpreted as a commitment on the part of Sage.

© 2017 Sage Software, Inc. All rights reserved

Product Roadmap – 2018 January

BenefitMaintain global Sage X3 People countries to address all major legislative requirements and ensure compliance.

OutcomeAfrica & Middle East: • Generation of tax records for other African countries• Ghana Annual Reports and SSNIT ReportsEurope:• France DSN and N4DS support for employee reporting

and salary information

Local Compliance ImprovementsV2017.r7

PlatformOpenID Authentication

Integrations

Salesforce Connector for Portugal

SDMA Version 7.5 On-Premises

Certify

Financial

Compliance

Fixed assets & Expense Capitalization

Manufacturing

FDMA Recalculation – Prod. Scheduler

Task Dependency - PJM

Distribution

Non-billable deliverables - PJM

Stock Valuation Report Performance

Sage X3 PeopleCompliance

Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without

notice. None of the information should be interpreted as a commitment on the part of Sage.

Future outlook

• Retail Vertical

• Construction

Vertical

• Automotive Vertical

• Partner Market

Place

Packaged Vertical

Solutions

• Industry 4.0

• Machine Learning

• Self-service

• Bot Technology

• Collaboration Tooling

User Experience

• New Integrations

• Partner Legislations

• New Fiscal Engine

• Customizations

• Isolation Layering

Public Cloud &

Platform Technology

• Depth of

functionality

• Close feature gaps

• Reimagined

reporting options

Business Process

Improvements

Evolution

Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without

notice. None of the information should be interpreted as a commitment on the part of Sage.

© 2017, The Sage Group plc or its licensors. Sage, Sage logos, Sage product and service names mentioned herein are the trademarks of The Sage Group plc or its

licensors. All other trademarks are the property of their respective owners.

Thank you

Sage Product Management