product roadmap update
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Product Roadmap Update. Amanda Turvill, Product Manager Andrew Credland, Product Development Manager. Enterprise Products. Enterprise Vision - PowerPoint PPT PresentationTRANSCRIPT
Product Roadmap Update
Amanda Turvill, Product Manager
Andrew Credland, Product Development Manager
Enterprise Products
Enterprise VisionTo create a true mid market business by working together to deliver a series of compelling product and service propositions to the Enterprise market in order to drive financial performance and recommendation within our chosen areas of the mid market”
Line 500, Sage 1000 ERP, Sage AccPac, Sage CRM, Sage Sales Logix and Sage ERP X3
Enterprise VisionTo create a true mid market business by working together to deliver a series of compelling product and service propositions to the Enterprise market in order to drive financial performance and recommendation within our chosen areas of the mid market”
Line 500, Sage 1000 ERP, Sage AccPac, Sage CRM, Sage Sales Logix and Sage ERP X3
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Customer Needs
– User driven ERP
– Flexibility and Interoperability
– Liberation of Data
Market Size
-10m-500m in turnover, based in the UK with on average between 100 and 500 employees
Industry Sectors
- Manufacturing, Wholesale & Retail, Construction, Automotive and Financial Services
International Requirement
- 12.4% of UK owned business in target market have physical overseas activity
- 80% target audience linked to European based parent companies
- Install base Analysis
- 42% of the install base matches the market profile for the Sage 1000 v 3.0
Market Analysis
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• £10m to £500m in turnover, based in the UK with, on average between 100 and 500 employees with some international need likely to be focused on Europe. The most likely sectors for a Sage Enterprise ERP solution are Manufacturing, Wholesale & Retail, Construction and Financial Services, although dependent upon need, the solution can target the whole UK market as a complete solution with the support of add-ons delivered by our partner network.
Product Positioning
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Reminder of the Line 500 journey…Where we were….
Line 500Functionally rich ERP solution,
viewed as stable, reliableLong heritage – always Upper Mid Market
Large installed base, loyal customersBUT
Dated look and feel, older technologyDifficult to integrate (CRM/Developer add ons)Customisations leading to low upgrade rates
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Reminder of the Line 500 Sage 1000 journey…Where we were…. Where we are….
Line 500Line 500
Minor improvementsStill strong installed base
Sage 1000 Less functionally rich ERP
but strong integration with CRMBetter UI and “demoability”
BUT – demo 1000 to sell 500And 500 customers not
migrating
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Reminder of the Line 500 Sage 1000 journey…
Where we were…. Where we are….
Line 500 Line 500
Sage 1000
Where we’re headed…
Sage 1000 v3.0
ERP
CRM
SLX
OR
And beyond v3.0…HR/Payroll
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Sage 1000 suite
Sage 1000Integrated Business
Processes, Data, Reporting and
Analysis
Accounting & Finance
Business Operations. Internal and with trading partners
HR & Payroll
Sales Management
Marketing Management
Customer Management, Service and Support
Specialist Industry Processes in Manufacturing and Retail
Business Planning
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Sage 1000 ERP Roadmap
Current Next 12 months BeyondJuly 2010
Today
Next 12 months
V3
Product• Product Roadmap• Technology Roadmap Refresh Enhance
• Line 500 7.1• Sage 1000 2.3• Sage BI 5.6• Sage 1000 HR
• German Accreditation• Legal and Fiscal service pack• Asset 1000• Sales Logix Integration 7.5• Sage 1000 Payroll 2010• Sage 1000 3.0• Sage BI 6.0• Virtualisation support
• Sage 1000 3.1• Sage 1000 Payroll 2011• Sage 1000 3.2• Sage 1000 3.3
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Payroll ERP CRM
k-PAYE
Sage 50 Payroll
Line 500 Payroll
Line 500
SageCRM
Sales Logix
UI UI UI
Web based workspace
DB DB DB DB
Sage Reporting
Value-Add
3rd Party Integrations
DB
DataWarehouse
Sage Services (e.g.
Mobile)
UIUI
HR
Sage 1000 HR
Commercial Infrastructure – including pricing & licensing review, marketing plan etc
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UI and Usability
User Driven ERP
Users are playing an increasingly important part in the scoping and
decision making processes relating to ERP and as we reach
further into the business, user specific ERP is becoming more
and more important.
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• Benefits o Improved consistent look and feelo Improved layoutso Browse Improvementso Reporting and printing improvementso Conforms to Sage branding standardso Using lists to drive applications
Sage 1000 ERP – Smart Client
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• Lists and Menus summaryo Enable improved productivity throughout the applicationo Enable centrally defined listso Enable users to further refine how they use listso Ensure ease of upgrade
Sage 1000 ERP – Lists and Menus
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Reporting
User Liberation of Data
Increasingly, customers value software only to the degree to
which it allows them to work with the information and data it
captures. Better reporting, data portability and data interrogation
is becoming more and more important.
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Reporting
Benefits
o Modern / intuitive ERP reporting and printing experienceo Export to Excelo Rich design capabilities
Sage 1000 ERP specific
o Adds flexibility to existing application reports / prints / RWL / RSL
o A standard solution that can be further enhanced by Paperless or DBForms
Sage Report Designer specific
o Enables easy ad hoc production of reports
o Intuitive data model
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Interoperability
Flexibility andInteroperability
There is an increasing demand in the upper mid market space for
‘best of breed’ software. It is critical to any enterprise that
wishes to adopt this approach that all solutions work together to
deliver the right amount of functionality while retaining a
robust and reliable framework for users.
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• Current positiono Working in conjunction with both SalesLogix and SageCRMo Recently completed a week long review with SalesLogixo Finalising features and user experience
• Walkthroughso SalesLogix user experience definitions
• Key areaso Feature supporto Upgradeso Customisationso Choice of SalesLogix or SageCRM
Interoperability: CRM Integration
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Feature Support• Integration functionality
o Same features / primary entities as per Sage 1000 v2.3o Loosely coupled integrationo Focus on ensuring minimal learning curveo Option of either SalesLogix or SageCRM
• ERP functionalityo No restriction on ERP features
o Exception of sharing customers between multiple operating companies within v3.0
o Recommendation is to test features on Cloud demo systems when available
• Client UI functionalityo Web Client
Interoperability: CRM Integration
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Upgrades / Customisations
• Automatic upgrades supported for:o Line 500 v7.1 or S1000 v2.3 or SageCRM v6.2 … to v3 with
SageCRMo Line 500 v7.1 or SalesLogix v7.5 … to v3 with SalesLogix
• Upgrade of customisationso SageCRM customisations on Sage 1000 .asp pages will require
migrationo Recommendation to check all customisation on upgrades, as per
on all upgradeso Independent CRM/ERP upgrades will then be available once
running v3.0
Interoperability: CRM Integration
Benefits for Line 500 Customers
•Improved UI and Usability Experience– Long term individual workspace for each user– Long term unified user interface across Sage 1000 suite– Sorting and filtering of list based data
•Common reporting tool– Long term one reporting solution across the whole suite– Long terms options for excel export across whole ERP– Simplified creation of reports and documentation
•Improved Integration– Suite components integrated utilising S Data– Sage overview across 3rd party product offerings
Benefits Sage 1000 Customers
•All benefits outlined to Line 500 customers
•Additional features from Line 500– Flexibility to integrate with all Line 500 modules
•Additional features from CRM– Flexibility to integrate with other features of Sage CRM
•Flexible Upgrades– Upgrade ERP and CRM at different times to fit around business
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• Programme selections – 3 sites in totalo Site 1 – user of Sage 1000 ERP o Site 2 – user of Sage 1000 ERP and SalesLogix o Site 3 – user of Sage 1000 ERP and SageCRM
• Timelines for programme – 3 montho Site 1 from April 2010o Site 2 & 3 from July 2010
• Programme participation agreed during Q4 2009• Why get involved?
o Potential for customers and BPs to promote their business via referencing and case study material
o Benefits and value from new implementation with the ability to ‘influence’ development
o Potential incentive to make it “worth their while”o BPs gain early insight into implementation o Live upgrade on programme completion
• Programme governanceo Contractual agreement – weekly reviewso Programme managed by R&D – fast tracked through support
Early adopter programme
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Tax Service Pack
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•Regular Support Bulletins
– Webex Update – End October
•Changes will be in the following versions*
– Sage 1000 – All Versions
– Line 500 – All Versions
– Line 200 – All Versions
– Enterprise – All Versions
– CS3 – 3.0, 3.1 and 4.0
*Other than Contract Management
– Sage 1000 – All Versions
– Line 500 – Version 7.1, 7.0, 6.0
Tax Service Pack
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•Changes
– Ability to mark Services for inclusion in EC Sales List
– Single option to produce EC Lists
– Printed Report and CSV format for bulk upload
•Businesses likely to be affected :
– Supplying services to overseas businesses
– Receiving services from overseas businesses
– Supplying goods to other EC countries
– Want to reclaim VAT incurred in another EC country
EC Sales List Changes
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•Changes
– Printed reference on Sales Invoices when a VAT code has been nominated as either to be 'Zero', 'Exempt' or 'Reverse'.
– Sales Order, Telesales, Contract Management and Project Billing
•Businesses likely to be affected:
– Supplying goods or services to other EC countries
– Whose goods/services attract Zero/Exempt or Reverse VAT charges
Intra EC Invoices
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•Changes
– VAT rates will be stored against actual charges
– VAT will be applied to Credit Notes at the rate charged on the Invoice when charges are Reversed
•Businesses likely to be affected:
– Using Contract Management and who reverse actual charges
– Who may generate charges in advance but need to change VAT Code/ Rate ahead of the invoicing run
Contract Management
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•Changes
– Consolidation of Fixes made post the VAT change in November 2008
•Sales Invoicing
•Sales Credits
•Sales Order Enquiry
•Those affected will be:
– UK Businesses however these fixes have been released as hot fixes
VAT Rate Change – January 1st 2010
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German Accreditation
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•Line 500 v7.0 and v7.1 accredited
•New archives for both of these releases
– These will be shipped for any request for these versions
– Features
•Tax Extract Module
– Dumps selected data (tables/columns) from Line 500 with an XML definition attached
– Meets the GDPdU requirement
– Additional GL Report
•Journal Report – Analysis (Posting Code Range)
German Accreditation
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Platforms / Integrations
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•Additional Platform Availability
– Line 500 v7.1
•SuSe Linux 11
– Oracle 11g R1
– Informix Dynamic Server 11.5
•Planned
– AIX 5.3 / 6.1
•Oracle 11g
•Informix Dynamic Server 11.5
Sustained Engineering - Platforms
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•Service Packs Tested
– Continued testing for compatibility statements
•Vista SP2
•Windows Server 2008 SP2
•SQL Server 2008 SP1
•Planned
– IE8
– Windows 7
•Sage CRM Patches for Sage 1000
Sustained Engineering - Platforms
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• Integrations
– Line 500 / Sales Logix 7.5
•Delayed due to unresolved issues on Windows Server 2008
– Asset 1000
•Original approach did not meet all business requirements
•Revised approach using the same integration points as Sage Asset Manager – January 2010
Sustained Engineering - Integrations
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Payroll
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•General Points
– HMRC will start to issues letter and fines in December to customer with >49 employees not filing p45/46 information electronically
– From April 2010 all customers will have to file end of year forms not just those with >49 employees
– Change to the minimum wage
•Functionality to be aware of:
– Normal packs and changes
– New 50% Tax Rate for those earning > 150, 000
Sustained Engineering - Payroll
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SageBI
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•Sage BI v5.6 Now Available
– Platform support for Vista, 64bit, SQL Server 2008, Windows Server 2008
– Support for Excel 2007 and the Ribbon controls
– Customer Driven Enhancements
– Improved logging of errors and report cancellation
•Sage BI v5.7 aiming for March 2010
– Citrix Support
– Demonstration Environment
– Customer Driven Enhancements
– Support for Analysis Services 2005/8 in Solution Builder
– Proposed support policy of current version minus 2
SageBI Status
Questions?
Thank You