Introduction to

Sage ERP X3
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Powerful Flexible CostEffective

Introduction to Sage ERP X3

Agenda
1.0
1.1
1.2
1.3
1.4
2.0
2.1
2.2
2.3
2.4
2.5

Why Sage?
Company Focus
Footprint with SMEs
Customer Experience
Solutions & Services
Solutions for the Mid-Market
Most Common Customer Challenges
Sage ERP X3 Solution Highlight
How It Works
Industry Best Practices
Who Are Our Customers

Introduction to Sage ERP X3

Why Sage?

Introduction to Sage ERP X3

Why Sage?

Exclusively
focused on
supporting
small and
medium-sized
businesses

Introduction to Sage ERP X3

The largest
footprint
with SMEs
in the world

The richest
portfolio of
solutions and
services for
SMEs to grow

The best
customer
experience
and support to
succeed

Our Focus: To be recognized as

the most valuable supporter of
SMEs by creating greater
freedom
for them
succeed
Top 5 global demand
drivers forto
small
and medium-sized companies
1. Give me peace of mind that my data is safe and secure
2. Give me more control of my business to achieve success and grow
3. Help my business to work more smartly and efficiently
4. Connect me with a knowledgeable person when I needed them
5. Give me software that is appealing and intuitive to use

Introduction to Sage ERP X3

The Largest Footprint with

SMEs
Worldwide

Major player in the small

business market, leader in
Canada and one of the
leaders in key verticals

6 million
+
custome
rs
worldwi
de

Entered the Brazilian

market
in 2012

Market leader in all key

countries

Market leader in South

Africa

Revenue $605m

Revenue $65m*

Revenue $1230m

Revenue $229m

2,750 employees

1,300 employees

7,765 employees

1,785 employees

* for 2011 at time of acquisition

Introduction to Sage ERP X3

The Best Customer Experience

and Support to Succeed
1.9
million
support
contract
s
40,000
accounta
nt
partners
worldwid
e

Introduction to Sage ERP X3

36,000
custome
r calls
daily

28,000
reseller
partners

A Rich Portfolio of Solutions

for SMEs to Grow
From 0 to 1000 employees
Comprehensive accounting & ERP solutions
Industry solutions for:

Services

Distribution

Manufacturing

Construction & Real Estate

Non-Profit & Government

FIXED
ASSETS

CRM
MIDMARKET
SMB

BUSINESS
INTELLIGENCE

Cloud or On-Premise
Subscription or Perpetual Licensing

Introduction to Sage ERP X3

ERP

SMALL
BUSINE
SS

PAYMENT
SOLUTIONS

HRMS &
PAYROLL

MOBILITY

Solutions for
Mid-Sized Companies

Introduction to Sage ERP X3

ERP Demand Drivers

Mid-Market

Top Pressures Driving ERP Strategies

Must reduce costs

47%

Need to manage
growth expectations
Delays in decisionmaking
from lack of timely
information
Must improve
customer response
time

37%

29%

29%

Source: Aberdeen Group | ERP in SME, July 2012

Introduction to Sage ERP X3

10

Most Common Customer

Challenges
Lacks timely
information to
make decisions.
Struggles to gain
efficiency and free
up capital for
growth.

Spends most time on

receivables and closing at
the expense of accurate
forecasting and cash flow
optimization.

CEO

Lacks customer
insight to generate MARKETING
demand.
Stock outs create
poor
Lacks
e-commerce
visibility
PURCHASING
experience.
into
costs and
margins
Rushing orders
by lack of accurate
planning.
Unpredictable
Introduction supplier
to Sage ERP X3
performance.

ACCOUNTING

SALES

PRODUCTION

WAREHOUSE

Sales flatten from

increasing time spent on
customer issues and
management tasks.
Poor visibility into
customers potential and
stock on hand.
Loses productivity
from
poor planning and
quality control. Poor
visibility into
Excess inventory
production
costs.
keeps growing,
while still
experiencing
frequent stock
outs from poor
demand forecast.
11

Why Sage ERP X3?

Lacks timely
information to
make decisions.
Struggles to gain
efficiency and free
up capital for
growth.

Spends most time on

receivables and closing at
the expense of accurate
forecasting and cash flow
optimization.

Sales flatten from

increasing time spent on
customer satisfaction
POWERFUL AUTOMATION
issues and management
INTEGRATED
BUSINESS PROCESSES
CEO
ACCOUNTING
SALES
tasks.
AND AUTOMATED WORKFLOW Poor visibility into
customers potential and
stock on hand.
ACCURATE EVALUATION

Lacks customer
REAL-TIME INTELLIGENCE
PRODUCTION
insight to generate MARKETING
REPORTING AND CONTROL
demand.
Stock outs create
poor
FAST ACCEPTANCE
Lacks
e-commerce
visibility
INTUITIVE FOR USERS
PURCHASING
WAREHOUSE
experience.
into
costs and
AND COST-EFFECTIVE
margins
Rushing orders
by lack of accurate
planning.
Unpredictable
Introduction supplier
to Sage ERP X3
performance.

Loses productivity from

poor planning and
quality control. Poor
visibility into production
costs.
Excess inventory
keeps growing,
while still
experiencing
frequent stock
outs from poor
demand forecast.
12

Sage ERP X3 Solution Overview

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Introduction to Sage ERP X3

13

Powerful Automation
Integrated Business Processes
Streamline operations with end-to-end process integration
ACCOUNTING & FINANCE
General ledger
AR/AP
Payments
Cost accounting
Budgeting
Allocations
Fixed assets
Multi-currency, multicompany, multilegislation/multi-chart of
accounts
SALES
Pricing, quotes &
contracts
Order entry
Product configuration
Inventory allocations
Delivery scheduling &
shipping
Invoicing
Customer returns
Sales commissions
PURCHASING
Purchase requests
Encumbrance accounting
Requests for proposals
Purchase orders
Outsourcing/SubIntroduction
contracting to Sage ERP X3
Multi-level approval

INVENTORY
Multi-level warehousing
and location
management
Movements and
transactions
RF data collection
Quality control
Costing
Acquisition price tracing
Inventory control
Procurement
CUSTOMER SERVICE
Contact management
Customer support
Warranty management
and service orders
Knowledge base
Campaigns
MANUFACTURING
Routings
Discrete or process batch
flow
BOM/Formula
management
MPS/MRP
Technical data
configurator
Costing
Quality control
Forward/backward

Accounting
Manufacturing & Finance
Web Portal
Visual Processes
Workflow & Alerts
Customer Business Intelligence
Service Document Management
MS Office Integration
Search Engine

Inventory

Sales

Purchasing

14

Powerful Automation
Automated Management
Processes
Accelerate
and control business processes with automated workflows and alerts

Event driven, rule

based workflow
engine.
Multi-level signature
management.
E-mail notifications
and response.

Introduction to Sage ERP X3

15

Accurate Evaluation
Real-Time Intelligence
Monitor your business and make timely decisions with real-time, actionable intelligence

Pre-configured by role.
Customizable by user.
Real-time. Exceptionbased.
Dynamic audit trail
by click & zoom on
KPIs to access
underlying records
or transactions.

Introduction to Sage ERP X3

16

Accurate Evaluation
Business Insight On Demand
Stay ahead of trends and unveil opportunities with easy-to-use business analysis tools and reports

Integration with
Sage Intelligence
empowers users with
a simple BI tool: no
need for Excel
programming,
database
synchronization or
ERP data
import/export.
It just works!

Introduction to Sage ERP X3

17

Fast Adoption
Intuitive, Process-Oriented
Workspace
Empower
ERP users with an intuitive navigation through business processes
On-screen guidance
through quality
procedures.
One-click access to any
functions of the system.
Over 140 customizable
templates provided out
of the box.

Introduction to Sage ERP X3

18

Fast Adoption
Microsoft Office and Outlook Integration
Manage Microsoft Office documents as part of the customer data
Microsoft Office
documents integrated
as part of the ERP
database.
Secure export of
customer information to
Excel and Word.
Microsoft Outlook
integration.

Introduction to Sage ERP X3

19

Advanced Technology
Designed for the Enterprise
The Sage Application Platform for the Enterprise - SAFE X3
Web-Native
SOA / Metadata-Driven
Comprehensive toolset for admin and
developers
4GL Integrated Development Environment
Centralized deployment and administration
tools

Integrated, common tools supporting all

enterprise applications:
Workflow processing
Visual Process Flows
Portal and User Interface (Web/Windows)
BI Engine and Data Warehouse
Reporting tools
DB Requester (Oracle/MS SQL Server)
Multi-legislation, Multi-company & Site
Support
LDAP Authentication
Web Application Server & Web Services

Introduction to Sage ERP X3

Fast Adoption
Quick Deployment

Get up and running in as low as 35 days

scoping

deployment

testing

training

support

Based on Standard product configuration and pre-settings

Designed to reduce costs and shorten implementation time

Structured to define, track and achieve enterprise goals

Comprising project tools and deliverables designed specifically for

Sage ERP X3 deployment

Providing maximum visibility to status throughout the project

Introduction to Sage ERP X3

21

Why Sage ERP X3?

Most important ERP selection criteria
for SMEs

Sage ERP X3

Rich functionality supporting all areas of my

business

Finance, CRM, Supply Chain and

Manufacturing

Automated management processes and

workflow

Event-driven workflow, notifications &

alerts

Real-time KPIs. Actionable intelligence.

User-defined dashboards

Easy to use BI tools and flexible reports

Sage Intelligence integration

Adaptable to my unique business processes

Services, distribution, manufacturing,

process mfg

Scalable as my business grows. Well suited

to international trade or expansion.

5 to 1000+ users, multi-company, multisite or warehouse, multi-currency,

global compliance

Operable over the Internet

Web client

Easy to use, beyond core ERP users.

Role-based. Visual process flows.

Connected to partners, suppliers and

Integrated Intelligent Flexible
customers

Web portal or custom Web services

Simple to use Cost-Effective

Open
to Web/Mobile
Introduction
to Sage ERP X3 applications

Web Services

22

Meeting Your
Industry
Best Practices

Introduction to Sage ERP X3

23

Meeting Your Industry Best Practices

Food & Beverage

Efficiently fill customer orders, control inventory, plan production, and

maintain quality with Sage ERP X3. It is designed to handle the
industry-specific requirements of process manufacturers including:
FDA regulatory compliance - HACCP
Quality assurance
Forward & backward traceability for
ingredients and end-items / Recall
protection
Lot/Sub-lot control
Batch/continuous flow processing
Formula & recipe management engine
Multiple packaging units per product
Shelf-life management
Product & process costing
Strong order fulfillment
Introduction to Sage ERP X3

From product costing

through stock status and
purchasing Sage ERP X3
has enabled us to improve
accuracy
and efficiency.

Michael
Watch
TheSiegmund
Video
President, RM Foods, LLC.
Testimonial

Meeting Your Industry Best

Practices
Wholesale Distribution
Theneed to make smarter decisions, source products quickly, and
collaborate with suppliers is critical. Sage ERP X3 enables you to
manage your business better than ever before, providing immediate
impact and ROI results you can measure.

Hierarchal business partner structure

Line-item level control
Fuzzy logic customer search
Multiple order fulfillment scenarios per
sales channel
Complex order line capabilities
Strong workflow & collaborative tools
User defined allocations
Automated RF Data collection
Flexible pricing & commission calculation
tools
Import Management

Introduction to Sage ERP X3

The product is completely

configurable to our business
processes. Now we get more
packages out the door with less
staff.

Barry Gertner
IS Director, A.M. Leonard
Watch The Video
Testimonial

Meeting Your Industry Best

Practices
Life Sciences
Sage ERP X3 is designed to deliver process-specific functionality
across the board, and help your company improve information
transparency and efficiently deal with an increasing array of
regulatory requirements and rigorously enforced inspections.

Automated workflow and approvals, Electronic Signature

Formula/recipe management, variable units of measure and conversion,
packaging variations
Regulatory compliance (CFR 21-11)
Weighing scales interface
Powerful production cost analysis
By bringing all of our
End-to-end traceability, Sub-lot control
corporate data together in a
Expiration date management
single system, Sage ERP X3
has become a decision FEFO inventory allocations
making tool for us.
Customer-specific quality procedures
Fabrice Figliolini
IT
Manager,
Boiron USA
Batch/Continuous Processing
Read the Customer
Constraint based graphical scheduling
Case Study

Introduction to Sage ERP X3

Meeting Your Industry Best

Practices
Manufacturing
Put your production on the right track. Sage ERP X3 features support
forpull-type or push-type manufacturing environments, and is
designed to excel in build-to-stock and build-to-order environments.
Multiple manufacturing modes: ATO,
MTO, CTO, MTS, mixed
Extensive costing methods promoting
increased visibility, efficiency and cost
control
Work plan, Manufacturing analysis w/
workflow event management &
notification systems
Product configurator / BOM management
Interactive finite/infinite capacity planning
with load leveling
Graphical planning and scheduling tools
Introduction
to Sage
ERP X3
with
optimization
algorithms

With Sage ERP X3, we get the

visibility we were missing. Instead
of waiting for a report to tell us
what already has happened, we
receive up-to-the- minute
information while it is still
actionable.

Bruce Emrick
VideoInc.
IT Director, Watch
GarlandThe
Industries,
Testimonial

Meeting Your Industry Best

Practices
Chemicals
With external market factors such as government regulations, global
competition,
and customer demands, Sage RP X3 delivers a practical and
affordable solution that anticipates those challenges.

Integrated quality control

Inspections
Formula & recipe management
Complex unit of measure conversion
capabilities
Planning & scheduling optimization tools
Forward & backward traceability for
ingredients and end-items / Recall protection
Lot & Sub-lot control
Co-products/by-products
Bio-terrorism compliancy

Introduction to Sage ERP X3

Sage ERP X3 offered the best

combination of functionality,
technology, value, and
implementation methodology of
the systems we evaluated.

Terry Steinberg
Vice President & CIO, Aceto
Corporation
Read the Customer
Case Study

What Are Customers Saying?

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Introduction to Sage ERP X3

29

What Are Customers Saying?

Independent Survey by Tech-Validate
53% of surveyed IT organizations chose Sage ERP X3 over other
solutions or vendors for its scalability and ability to support growth.
80% of surveyed IT organizations rated the quality of support and
assistance provided by Sage as good or better.
63% of surveyed IT organizations chose Sage ERP X3 over other
solutions or vendors for its flexibility and ability to adapt to
company-specific processes.
53% of surveyed IT organizations improved business insight and
reduced risks with Sage ERP X3.
32% of surveyed IT organizations chose Sage ERP X3 over other
solutions or vendors for its ease of use.

Introduction to Sage ERP X3

What Are Customers Saying?

Independent Survey by Ernst & Young
75% of the Sage ERP X3 customers recording increased profitability
attribute this to their new system.

72% of our customers are noticing significant improvement in

management processes.

80% of our customers see the product as a significant improvement or

new competitive edge for their company.

89% of the Sage ERP X3 customers think that commitments made at

the start of their project have been met.

Introduction to Sage ERP X3

Proven Champion in North America

Info-Tech Research Group, the fastest-growing

North American IT analyst firm, positioned Sage
ERP X3 as a Champion in its annual
ERP Vendor Landscape Report.
Rated against several enterprise resource
planning (ERP) vendors in the marketplace,
Sage ERP X3 was recommended as the solution
that "addresses the needs of a flexible
business."
"Sage ERP X3s strong adaptability and web-native
architecture allows for collaboration with partners,
suppliers and customers to facilitate multisite,
multicountry deployments with detailed configuration
requirements.
Introduction to Sage ERP X3

George Goodall
Senior Research Analyst
Info-Tech Research Group

Have a
Wonderful Day!

Introduction to Sage ERP X3

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