jamie kandola - the future of erp

The Future of ERP: The Road AheadJamie Kandola

Agenda

A global publicly traded company

Over 13,000 employees

Over 6 million customers

Over 25 years of experience

Sage is #1 Worldwide*

Source: *IDC #220937, Worldwide ERP 2008 Vendor Analysis, published December 2009. Based on ERP revenue small business; <1000 employees

Microsoft10%

Sage15%

Oracle10%

Others51%

SAP10%

Intuit6%

Sage Product Family in Canada

Sage Simply Accounting• Local operations• Small Business focus

Incr

easi

ng n

eed

for G

loba

l App

roac

h

Increasing Scale and Complexity

Sage ERP MAS / Accpac• Local & Multi-country operations• Lower to Core Mid Market

75,000 customers

500,000 customers

Sage ERP X3• Global ,Core to Upper Mid Market• Vertical depth: Hard Goods Manuf,

Chemicals , Food & Bev, Life Sc, WHS Dist

3,000 customers

See Your Business in a New Way

Improve Productivity• Productivity is the key to a thriving business – Get faster and smarter information access, simplifying processes and streamlining operations.

Envision Success• Bring all of your solutions together across multiple companies and countries.  Enhanced visibility into business metrics provides critical information for more insightful planning. 

Accelerate Growth• Simplified automation through the right technology and functionality improves business efficiency, integration and collaboration facilitating faster growth. 

Sage ERP Accpac Version 6.0Now Available!

Session Overview

What Customers Told Us

“Cant find the screen I need”

“It takes too many steps”

“It needs to be easier to use for new users”

“I can’t multi‐task”

“To get basic data out of Sage ERP Accpac, I need a Crystal report”

What’s New in Version 6.0

Sage ERP Accpac Portal 

Sage ERP Accpac Snapshots

Sage ERP Accpac Inquiry

Sage ERP Accpac Fiscal Period Management

SageCRM Enhancements

Sage ERP Accpac 6.0 

Hosting your own Accpac

Sage ERP Accpac 6.0 

Demonstration

2011 2012

Intelligence DesignerQ2 2011• Report Design Wizard• What-if Scenario Analysis

Payment ProcessingQ2 2011• Credit Card Processing• Integrated to AR and OE

SageCRM v7.1Q3 2011

• eMarketing• iPhone App• Twitter integration• Total campaign mngmt• MS Exchange integration• Interactive dashboard

Sage Sales TaxQ3 2011

Version 6.0Q4 2010• Portal • Snapshots• Inquiry• SageCRM workflow• Fiscal period locking

Version 6.22012

• Approval workflows• Payroll web• User Management• Customizer• Sage Advisor

Version 6.1Q4 2011• Web Client for Financial

and Operational modules• Improved usability• Mobile support• Expanded virtual platforms

Sage ERP IntelligenceComplex reporting made easy

Your data pulled directly into a familiar 

Excelenvironment

Intelligence Dashboard

WHAT IS BUSINESS INTELLIGENCE?

BI is…

The Art of analyzing 

Business Information

How to recognize if you need BI?1. Is Crystal Reports expensive?2. No timely reports?3. Can’t perform in‐depth analysis?4. Difficult to consolidate data?

– Multi‐modules– Multi‐company

5. Do you require IT resources to create new reports?6. Competing versions of the truth?

Sage Payment SolutionsAvailable May 2011

Eliminates manual data entry and reduces the risk of errors 

Uses the power of Sage Exchange to drive payment transactions into Sage ERP Accpac

Reduces fraud exposure and PCI compliance costs 

Improves cash flow management and forecasting 

Provides a consolidated view of payment activity 

Sage ERP Accpac Payment Processing

Workflow Example – AR Receipt Payment

Simply enter Payment

information and select “Charge”

Process Credit Card – Sale Form

Select “Process Payment” to call Sage Exchange

Select Card ID or Enter Card for One-Time Use

Process Credit Card – SaleSage Exchange

processes payment details

Process Credit Card – Sale Completed

Authorization Code and Transaction

Information stored securely in Sage

ERP Accpac

• Sage ERP Accpac 6.0A (or 5.6A)• Sage ERP Accpac 6.0A Product Update 1  (or 5.6 PU3)• Data reactivation required for A/R and O/E after Product Update 

(PU1) is installed• Payment Processing module (YP60A.EXE or YP56A.EXE)

– option to install Sage Exchange (requires Internet access)• Payment Processing activation is also required• Merchant account with SPS

Payment Processing – Pre-requisites

Sign up for a Sage Merchant Account

Call 1‐800‐477‐8574 to get connected with your personal Sage Payments Account Executive

Call your Sage Business Partner to order the no‐charge Module

Sage Payment Processing is free to current customers on a Sage Business Care Plan 

Sage ERP Accpac Payment Processing

Learn more at http://www.sageaccpac.com/paymentprocessing

PCI Compliance Informationhttp://www.sageaccpacinfo.com/PCI/

Free anytime learning coursewww.sageu.com/accpac

Sage Exchange - Integrated Payment Solutionshttp://www.sagepayments.com/Sage-Services/Sage-Exchange.aspx

The Sage ERP Learning Channelwww.youtube.com/user/SageUERPLearning

2011 2012

Intelligence DesignerQ2 2011• Report Design Wizard• What-if Scenario Analysis

Payment ProcessingQ2 2011• Credit Card Processing• Integrated to AR and OE

SageCRM v7.1Q3 2011

• eMarketing• iPhone App• Twitter integration• Total campaign mngmt• MS Exchange integration• Interactive dashboard

Sage Sales TaxQ3 2011

Version 6.0Q4 2010• Portal • Snapshots• Inquiry• SageCRM workflow• Fiscal period locking

Version 6.22012

• Approval workflows• Payroll web• User Management• Customizer• Sage Advisor

Version 6.1Q4 2011• Web Client for Financial

and Operational modules• Improved usability• Mobile support• Expanded virtual platforms

Office worker

SageCRM Communications

AppointmentsTasks ContactsCalendar

Remote worker Internet café user Mobile user

SageCRM Interactive Dashboard

SageCRM for iPhone

2011 2012

Intelligence DesignerQ2 2011• Report Design Wizard• What-if Scenario Analysis

Payment ProcessingQ2 2011• Credit Card Processing• Integrated to AR and OE

Version 6.1Q4 2011• Web Client for Financial

and Operational modules• Improved usability• Mobile support• Expanded virtual platforms

SageCRM v7.1Q3 2011

• eMarketing• iPhone App• Twitter integration• Total campaign mngmt• MS Exchange integration• Interactive dashboard

Sage Sales TaxQ3 2011

Version 6.0Q4 2010• Portal • Snapshots• Inquiry• SageCRM workflow• Fiscal period locking

Version 6.22012

• Approval workflows• Payroll web• User Management• Customizer• Sage Advisor

Sage ERP Accpac Version 6.1 

Free anytime learning coursewww.sageu.com/accpac

5 minute overview videowww.youtube.com/watch?v=HYUErIxYiPg

Interactive Documentationwww.youtube.com/user/SageAccpacDoc

Learn more at:

www.sageerpaccpac6.com

Thank you!

Contact Information:

Jamie Kandola jamie.kandola@sage.com