jamie kandola - the future of erp
DESCRIPTION
Asyma E3 ConferenceTRANSCRIPT
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
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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
