Top Ten Reasons to Migrate from Sage BusinessVision to a New Sage ERP solution 

1. Apply proven best practices. Leveraging the experience of our 75,000 North American ERP customers, Sage ERP solutions are preconfigured with best‐in‐class workflows and reporting templates straight out of the box that can be customized to meet your specific business needs. 

2. Support current and  future business growth. Sage ERP solutions offer extended  flexibility and scale  to handle increasing numbers of  transactions, users, and  locations and provide  the ability  to support multiple  languages, multiple currencies, and intercompany transactions. 

3. Easy to use. Sage ERP solutions are role‐based and offer on‐screen guidance and one‐click access to any functions in  the  system.  Customizable  Visual  Process  Flows  provide  a  graphical  representation  of  even  the  most sophisticated workflows, providing a clear view of what needs to be accomplished. 

4. In‐depth functionality. Rich, in‐depth core financial functionality and complementary features such as credit card processing are already built in. Sage offers solutions designed specifically for companies operating  in distribution, manufacturing, and services to provide industry‐specific functionality. 

5. Eliminate  data  silos.  Sage  ERP  solutions  connect  to  CRM,  Payroll,  HR, Intelligence Reporting, payment services, budgeting and planning and more, making the cross‐functional integration of your ERP system a reality. 

6. Connect to cloud services. Sage Cloud Services extend your ERP solution to integrate  seamlessly with  hosted  third‐party  applications  including  freight and shipping, sales tax calculations for US, mobile apps, account monitoring and alerts, and payment processing. 

7. Extend  through  our  large  ecosystem  of  third‐party  solution  providers.  Easily  integrate  information  and automate business processes with extended solutions including EDI, e‐commerce, bar codes, Point of Sale (POS), and complete suites for discrete and process manufacturing. 

8. Mobile  access.  Mobile  CRM  puts  the  right  customer  information  into  the  hands  of  your  sales  /  business development  team  at  the  right  time  to  help  increase  customer  service  and  drive  sales.  And  with  mobile payments, you can collect money due anytime, anywhere with a smart phone or tablet. 

9. Flexible deployment options. Sage ERP solutions are built using  industry‐standard technology, and deployment options include on‐line, on premise or in a private hosted environment. 

10. Flexible pricing options. Choose  the deployment option best suited  for your organization, Sage offers a 3‐year migration discount 60%, 70% or 80% plus  additional 25% discount off  Sage 300 Online during  years 4‐5,  at  a monthly subscription, at about the same price you’re paying right now.  

Plus, for current Sage BusinessVision customers, Sage is waiving activation fees to get started, giving you a Sage Business Care Gold plan on both products and making it possible for you to continue using Sage BusinessVision as you acclimate and migrate to Sage ERP solution.  

If you have let your Sage Business Care lapse, you can take advantage of Sage’s offer. For a minor Activation fee, Sage will reinstate your Sage Business Care making this offer available for you.  

Plan your Upgrade Today! 

Sage is making it easy  

and affordable to move  

to a modern ERP 

DB Group Consulting Inc Office Locations | Dieppe NB | HRM NS TF 866 854-2064 | salesdbg@dbgroupinc.ca | www.dbgroupinc.ca 

Sage Pricing and Deployment Options Let us help you with configuring the best and most economical options 

On‐Premise  Perpetual  licenses  (purchase):    Simplified  pricing  option,  bundled  simplified  per  user  pricing,  in  two options Financial or Distribution.   

On‐Premise Subscription‐base pricing: Same bundled per user pricing,  in  two options Financial or Distribution.   No lengthy minimum term. 

Online:  Cloud‐based  subscription  service,  there  is  no  costly  hardware  to  buy  and  maintain.  You  simply  pay  a reasonable setup fee and a low monthly subscription.  Available in two options Financial or Distribution.  Compared to on‐premise, certain limitations may exist. 

Deployment options 

On‐Premise: On your in house server, which you own or lease. 

Your Private Cloud (IaaS):  Your virtual space, same as on‐premise, infrastructure as a service is outsourced to provide what you need on a monthly rental fee from an IaaS provider. 

Online (Cloud):  Sage hosted server (virtualized with multiple tenants on the same sever) with security access to only your application.   

Availability 

  Perpetual Licenses  Subscription Base  Online 

Sage 300 ERP  √  √  √ 

Sage 300 ERP (third party ISV Add‐on’s) 

√  Limits exist  Limits exist 

Sage CRM  √  √  √ 

Sage Intelligence  √  √  √ 

Sage Connected 

- Mobile 

- Inventory Advisor 

  √   

Sage HRMS  √    Third party hosting 

Sage Budget & Planning  √     

Integration available with 

- On‐Premise Perpetual licenses (purchase), when deployed on‐premise or Your Private Cloud 

- On‐Premise Subscription‐base pricing, when deployed on‐premise or Your Private Cloud 

NO integration between software with online deployment; each software is on a different server 

Can pricing options and deployment options be mixed? 

YES only between products. Pricing options products of  the  same  solution must be  consistent  (all perpetual or all subscription‐base). Pricing permits products of different solutions to be mixed. 

Example:  On‐Premise Perpetual licenses (purchase) Sage 300 ERP and On‐Premise Subscription‐base pricing for Sage CRM.  Same could be with on premise Sage 300 ERP and Online Sage CRM 

1

Frequently asked questions about the future of Sage

BusinessWorks Accounting and Sage BusinessVision

Accounting

At Sage Summit 2012, Sage announced in the keynote speech that some of our more mature

products are slated for reduced investment. These products include Sage BusinessWorks

Accounting and Sage BusinessVision Accounting. This document answers some of the

questions that we have heard from our customers and partners over the past few months.

What does “reduced investment” mean?

We will continue to invest in and support Sage BusinessWorks and Sage BusinessVision for

the near future. Both products had a full release in calendar year 2013, which will be followed

by product and tax updates throughout the year.

However, as we realign our internal resources, future investment and development in Sage 50

Accounting, Sage 100 ERP, Sage 300 ERP, and Sage ERP X3 may outpace the investments

that will be made into Sage BusinessWorks and Sage BusinessVision.

Why are Sage BusinessWorks and Sage BusinessVision slated for

reduced investment?

Our customers are increasingly asking for new technologies to help them accelerate their

business growth. In response, Sage is making investments in products such as mobile and

the data cloud. The technology in Sage 50 Accounting, Sage 100 ERP, Sage 300 ERP, and

Sage ERP X3 is better suited to support these services than the technology in some of our

other products.

What is the difference between “sunset” and “end-of-life”?

For end-of-life (EOL) products, such as Sage Pro ERP and Sage PFW ERP, a retirement

date has been announced, and support and updates will end at a certain (known) date. New

license sales have ceased; renewals are only available up to the retirement date.

For sunset products, the retirement decision has not been made, and the products remain

active in support and development. In most cases, we still sell new licenses for the product,

and we maintain an active maintenance and support program. It is “business as usual,” but

with reduced future investment in the support and development of these products.

2

What Sage Business Care deliverables can I expect?

Sage will continue to provide product and tax updates for Sage BusinessWorks and Sage

BusinessVision, but we will move from annual release cycles to a more agile approach where

we release product updates and enhancements throughout the year. The advantage for our

customers is that they no longer have to wait for annual releases to receive all product and tax

updates; these updates will be delivered as soon as they are ready.

How long are you going to offer support for Sage BusinessWorks and

Sage BusinessVision?

At this time, we are not ending the product life of Sage BusinessWorks or Sage BusinessVision.

Therefore any discussions about end of support are premature. However, our customers and

partners can be assured that Sage will give ample notice if retirement for any products is to be

announced, to facilitate a smooth transition to one of the more modern Sage accounting or ERP

solutions.

Should I stay active on my Sage Business Care plan?

Sage BusinessWorks and Sage BusinessVision are viable products that will serve our

customers for many years to come. Staying active on your Sage Business plan provides a

variety of benefits:

Insurance against

critical failures

Staying on plan will ensure the stability of your Sage BusinessWorks

and Sage BusinessVision system, as you always have the latest

updates and fixes.

Tax updates On-plan customers using payroll will continue to receive tax updates.

Cost savings through

the SIPP trade-in

program

On-plan customers are eligible for the migration offers provided through

the SIPP, which can save them thousands of dollars on Sage solutions

and third party products.

Credit toward Sage

Business Care plans on

destination product

For on-plan customers trading in their licenses, the monetary value of

the remaining Sage BusinessWorks or Sage BusinessVision business

care contract will be credited towards the cost of the destination

product’s Sage Business Care contract.

Dual support while

implementing the new

Sage ERP

On-plan customers trading in their licenses will receive continued

support on Sage BusinessWorks or Sage BusinessVision for another

six months at no additional cost. This means the customer has dual

support for six months, making the transition even smoother.

3

What happens when Sage BusinessWorks or Sage BusinessVision no

longer meets the needs of my business?

For customers and partners not familiar with Sage accounting and ERP solutions, we

recommend attending one of our bi-weekly “Meet the family of Sage ERP solutions” webinars,

which provide an overview of our ERP and accounting solutions. Register here

Also, please reach out to your account manager, who is able to assist you in finding a solution

that will better meet your needs.

What do I need to do right now?

Sage is fully committed to support Sage BusinessWorks and Sage BusinessVision for the near

future, and we will continue to provide our on-plan customers with product and tax updates.

There is no need for customers to take any immediate action. However, the reduced investment

in the sunset products will increasingly lead to significant functional advantages of our core

products: Sage One, Sage 50 Accounting, Sage 100 ERP, Sage 300 ERP, and Sage ERP X3.

Whom do I contact if I have more questions? In addition to talking to your business partner, you may also contact Sage directly at:

 

4 

At  Sage  Summit  2012,  Sage  announced  in  the keynote speech that some of our more mature products are slated for reduced investment.  

Since 2012  

Sage Pro End of Life Retired, 

March 31, 2014 

Sage PFW End of Life Retired, 

March 31, 2014 

Sage BusinessVision  Sunset 

Sage BusinessWorks  Sunset 

Sage 500 ERP (formerly MAS 500)  ??? 

 

Your business has successfully grown to the point where you need an ERP system to streamline your operations, provide critical business intelligence, and sustain future growth, but you’re hesitant to make a commitment of that magnitude because of the financial cost coupled with the anxiety of locking yourself into a system that might not be able to meet your future needs.

The power of an on-premises ERP—delivered conveniently.Sage 300 Online is the answer to your concerns. We designed it to be a next-level solution for QuickBooks and Sage 50 users who have simply outgrown their current business management system and who need something more robust to keep their business running smoothly and profitably.

Since Sage 300 Online is a cloud-based subscription service, there is no costly hardware to buy and maintain. You simply pay a reasonable setup fee and a low monthly subscription to access the powerful features and capabilities of a best-in-class ERP solution.

With Sage 300 Online, you can access financial and operational data anytime, anywhere from any Internet-connected computer. With intuitive dashboards, predictive analytics, and automatic reporting, you’ll be able to bring order to spreadsheet chaos and make better and faster decisions.

Benefits• No large up-front license fees• No expensive hardware to buy or maintain• Implementation takes hours or days instead of weeks or months• Automatic software updates—it’s always current and compliant• Minimal IT support needed• Data secure and accessible 24/7• Built-in redundancy and disaster recovery for peace of mind

The flexibility to growAs your business grows, Sage 300 Online gives you the flexibility to adapt and add users and specialized features almost immediately. It comes with a full complement of premium modules and you can add specialized modules to meet your business needs making it even more powerful.

Sage 300 Online

Grow with confidence. Work more efficiently. Make better decisions.

79% of SMBs still rely on manual Excel file uploads or custom code for integration, instead of using modern integration solutions or preintegrated solutions.1

1 Routes to the SMB Market: Cloud Is the New Normal, SMB Group, February 2014

Features and optionsIntegrated analytics and dashboardsAccess easy-to-use business intelligence with dashboards and KPIs.

Automatic version upgradesNo more worrying about budgeting for an upgrade, Sage keeps your software always up to date and compliant.

Reliable availability via cloud platformDepend on 24/7 access with a 99.5% system availability commitment.

Value to external accountantsExternal accountants can easily and securely access the information they need to advise you.

Self-service portalCustomers can easily find help and support information.

Disaster recovery planService will be available again within 24 hours.

Microsoft Office integrationCustomers get Microsoft Excel and Word for all Sage 300 Online users.

Expand beyond your bordersLeverage multicurrency and multilanguage capabilities.

Sage 300 Online

©2014 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners.

Included in Sage 300 Online: Accounting and financial management – Accounts Payable, Accounts Receivable, General Ledger, Multi-Currency, and National Account Manager

Sales and operations – Order Entry, Purchase Order, Project Job Cost Inventory Control, and Serialized/Lot Tracking

Reporting and business intelligence – Sage Intelligence Reporting. Customers get Sage Intelligence for all Sage 300 Online users.

Additional add-on features and functionality are also available. • PrintBoss enables secure and efficient printing of checks and

accounting forms. • Orchid simplifies interentity and EFT processing, automates

and simplifies the management of product returns and repair tracking.

• Pacific Technology provides workflow to drive the purchasing process, and provides transparency of cash flow, budgetary restrictions, risks and opportunities.

You own your data, and can take it and a database copy at any time without incurring cost or inconvenience.

Sage 300 Online (named user)

DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | salesdbg@dbgroupinc.ca | www.dbgroupinc.ca

Premium Edition - Modules Included Distribution

System Manager included General Ledger included Sage Intelligence Report Designer included Accounts Receivable included Accounts Payable included Multicurrency included National Account Manager included Purchase Order included Inventory Control included Serial Inventory/ Lot Control included Order Entry included Project and Job Costing included Visual Process Flow, Productivity Workflows included KPI, Business Intelligence included Microsoft Excel included Microsoft Word included

Optional Payroll – Canadian or United States optional PrintBoss optional Electronic Funds Transfer optional Purchase Workflow optional Return Material Authorization optional Funds Availability optional

Most Frequently Added Enhancements

Electronic Funds Transfer Accounts Receivable and Accounts Payable

Electronic Funds Transfer (EFT) streamlines payment and collection processes and tightens control over bank transfers. EFT Processing transfers Sage 300 ERP receipts and payments through to the electronic funds transfer functionality of your banking software.

PrintBoss Enterprise

Use only one check stock for all checks, Use standard keystrokes from your accounting package, Print your logo on any check, Specify the print order of check copies.

Purchase Workflow, Procurement Enhancement

Purchasing Workflow provides a sophisticated workflow engine with configurable rules, routing and approval functions. An easy-to-use requisition interface creates documents that are controlled through the workflow process. Purchasing Workflow enables organisations to tightly control & manage their procurement system.

Sage 300 Online (named user) Single Company Example          Monthly    Yearly 

Owner              $69 x 1 = $69    $ 828          

CFO / Controller / Accountant        $69 x 1 = $69    $ 828      

Admin and Operations          $69 x 6 = $414    $ 4,968                        $ 6,624  Multi Company Example (two 2 companies)      Monthly    Yearly 

Owner              $69 x 2 = $138    $ 1,656          

CFO / Controller / Accountant        $69 x 2 = $ 138    $ 1,656     

Company 1 Admin and Operations          $69 x 5 = $345    $ 4,140 

 Company 2 Admin and Operations          $69 x 6 = $414    $ 4,968 

                       $ 12,420  

                   

Sage 300 ERP ‐ $120.00 per concurrent user  No matter the number of companies! 

Sage Subscription Licensing

Flexibility for an ever-changing business climate

Sage understands that your business needs are constantly changing and so must your management system. Supporting the growth of your

business in the right areas while reducing capital expenses and optimizing your cash flow are critical. That’s why we’re introducing subscription

licensing for our Sage ERP Solutions.

Sage subscription licensing allows you to take advantage of the rich functionality and flexibility of on-premises solutions, with an affordable monthly

payment option that adapts to your usage of the solution as your business evolves. With this low monthly payment option, you get:

• Complete peace of mind with an all-inclusive offering for financial, distribution, and/or manufacturing management.

• Access to extended functionality when you need it, for a small additional fee per month.

• Simplicity and control over payments.

• Ability to adapt the investment based on needs and use of the solution (adding/removing users or options)

— Includes ERP, financial, and operational reporting — Full user access to all premium functionality included in the product bundles — Unlimited support with Sage Business Care Gold plan — Access to Sage support, knowledgebase, and Sage University Anytime learning — All product updates and upgrades — 20% discount on real-time training and $200 discount on Sage Summit registration

— Additional software or options outside the product bundle available for a small additional fee per month — Sage CRM for $35/month per named user — Payroll for $50/month — Additional modules and Endorsed Partner solutions coming soon

— No lengthy minimum term — Ability to adjust user counts up/down — Volume discounts/tiers based on user counts

All Inclusive

Extended Functionality

Flexible Terms

The right price for your business

Sage subscription licensing allows you to manage your cash more efficiently and effectively. By spreading the costs of your software contract over

monthly payments, you are able to reduce the financial burden of a large up-front investment each year. Plus, you have the ability to adjust costs to

the actual usage of your solution and adapt to new business needs by adding or removing users and/or functionality. This provides ongoing peace

of mind that you will continue to receive the support and software upgrades that keep your system running at optimal levels.

Functionality to fit your business

Sage subscription licensing offers you the functionality you will need for your business and access to the wealth of Sage solutions and add-ons

to extend and adapt your system when needed.

1

©2012 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners. 12-74532-RRD 04/12

Make Your Business Life Easier!

Choice • Access to additional Sage solutions or modules at a

minimal investment and cost per user per month

“ Choose the solutions and modules you need,

not just the one you can afford!”

Flexibility • Ability to adapt the investment based on needs and use

of the solution (adding/removing users or options)

“ Adapt your solution and cost to a

fast-changing environment”

Control • Predictable cost per month “ Increase control over your IT expenses and

adjust payments”

Peace of Mind • Get (back) full support and upgrades at a small cost per user “Make the most of your Sage solution, always”

DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | salesdbg@dbgroupinc.ca | www.dbgroupinc.ca

DISTRIBUTION BUNDLE – CONCURRENT USER BASE PRICING

Premium Edition - Modules Included

System Manager included Bank Reconciliation included Security included

General Ledger included Account Code Change included G/L Security included

Financial Report - FRX included Accounts Receivable included

Customer Number Change included AR Inquiry included

Accounts Payable included Vendor Number Change included

Transaction Analysis and Optional Field Creator included Multicurrency included General Ledger Consolidation included Intercompany Transactions included National Account Manager included Purchase Order included Inventory Control included

Item Number Change included Operational Inquiry included

Serial Inventory/ Lot Control (traceability) included Order Entry included Sales Analysis included Payroll – Canadian or United States included

eFile, web ROE, confidential payroll option included EFT Direct payroll – Canadian or United States included Project and Job Costing included

Time Card Users (unlimited) included Visual Process Flow, Productivity Workflows included

Extended Enterprise Suite – Included

CRM, Customer Relationship Management included KPI, Business Intelligence included Sage Payments, Integrated Credit Card Processing included

Available End-to-End Integrated Expansion

HRMS, Human Resources Management Solution optional Time and Attendance optional Mobile Sales and/or Mobile Service optional Billing and Payments optional Advance Budgeting and Planning optional Manufacturing optional Service Management / Equipment Maintenance optional Warehouse Management optional eCommerce, B2B, B2C, Sales Rep, Dealer portal optional

DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | salesdbg@dbgroupinc.ca | www.dbgroupinc.ca

Most Frequently Added Enhancements for Sage 300 ERP

Sage development partners increases efficiency and profitability for Sage customers, with innovative solutions that bring major business benefits.

Electronic Funds Transfer Accounts Receivable and Accounts Payable

Electronic Funds Transfer (EFT) streamlines payment and collection processes and tightens control over bank transfers. EFT Processing transfers Sage 300 ERP receipts and payments through to the electronic funds transfer functionality of your banking software.

PrintBoss Enterprise

Use only one check stock for all checks, Use standard keystrokes from your accounting package, Print your logo on any check, Specify the print order of check copies, Print security verified signatures Generate Positive Pay files from a check run, Emailing options (paystubs, T4’s , AR statements, plus more).

Purchase Workflow, Procurement Enhancement

Purchasing Workflow provides a sophisticated workflow engine with configurable rules, routing and approval functions. An easy-to-use requisition interface creates documents that are controlled through the workflow process. Purchasing Workflow enables organisations to tightly control & manage their procurement system.

Workflow Documents module, option Workflows & Notifications module, option Funds Availability, option Committed Accounting, option Web Requisitioning & Approvals, option – Cloud Based Solution

Fixed Asset Management

Asset Management is a powerful and complete asset management solution with Sage 300 ERP. The core module, Asset Accounting, can be used to process the entire asset accounting transactions, including acquisition, depreciation, adjustment, disposal, merge and split. The higher functionality module, Asset Maintenance and Asset Leasing can be used to facilitate the asset maintenance and lease management.

Info Explorer – with right-back for budgeting and forecasting

Info-Explorer from Orchid Systems is a powerful, intuitive analysis tool that allows you to explore your Sage 300 ERP data and other data, providing insight to help you increase the performance of your business. With data input too, you can budget and forecast in the same tool.

Report Manager

Report Manager provides a central point from which you can manage and run custom Crystal Reports from any Sage 300 ERP program. Do away with ugly and often difficult to use “parameters” and introduce professional looking user interfaces that can be customized to suit.

DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | salesdbg@dbgroupinc.ca | www.dbgroupinc.ca

Sage ERP – Named vs Concurrent

Named users (Sage 300 Online) vs Concurrent (Sage 300 ERP on-premise or hosted), what's the difference? Think of a named user license as "owned" by and used exclusively by the named

user assigned to it. Even if that user is not logged in at the time, their assigned

named license is not available to be used by others users. The up-side to this type

of license is that the named user will always be able to log into the software

regardless of how many other users may be logged in since their license is held in

reserve just for them.

A concurrent license or group of concurrent licenses is a “pool” of licenses that can

be used by an unlimited number of users who are assigned to use the pool. When

a user assigned to the concurrent license pool tries to log in, Sage ERP checks to

see if there is a concurrent license available and if so, they successfully log in. If

all of the concurrent licenses in the pool are in use by other logged in users, the

user attempting to log in gets an error message stating that there are no concurrent

licenses in the pool available at this time and to try again later.

The up-side to concurrent licenses is that they are shared and therefore less costly

to buy licenses for users who work on shifts or are just casual users who don’t

need to stay logged in for long periods of time or their need to log in is not time

sensitive or urgent. The down-side is that a user who needs to log in may not be

able to in the case where the number of concurrent licenses in the pool is equal to

the number of users currently logged in.

Another way to think of a named user license is like having a reserved parking

space in the parking lot. The named user always has his designated space

available whether their car is currently on the lot or not. The rest of the parking

spots are like a concurrent user license where first come first served and if a

shared spot is open when you arrive, you can park there and if no spaces are

open, you get to drive around until someone leaves the lot.

Version 2014, Sage 300 ERP users are able to see who is logged in, if they

need to approach a user to exit

Sage 300 Online

0.00

69.00

Grace Period

Year 1 Year 2 Year 3 Year 4 Year 5 Year 6+

Per Nam

ed User

Paid M

onthly

Incremental Increase Spread Over 5 Years

75%

Based on Sage Business Care Anniversary Date

Customer is Current on Sage Business Care

0.00

69.00

Year 1 Year 2 Year 3 Year 4 Year 5 Year 6+

Per Nam

ed User

Paid M

onthly

With Reinstatment of Sage Business Care $495.00 Activation Fee, Due First Month

Customer is NOT Current on Sage Business Care

Incremental Increase Spread Over 5 Years

75%

12/08/2014

Sage 300 ERP

0.00

120.00

Grace Period

Year 1 Year 2 Year 3 Year 4 Year 5 Year 6+

Per Concurrent User

Paid M

onthly

Incremental Increase Spread Over 5 Years

75%

Based on Sage Business Care Anniversary Date

Customer is Current on Sage Business Care

0.00

120.00

Year 1 Year 2 Year 3 Year 4 Year 5 Year 6+

Per Concurrent User

Paid M

onthly

With Reinstatment of Sage Business Care $495.00 Activation Fee, Due First Month

Customer is NOT Current on Sage Business Care

Incremental Increase Spread Over 5 Years

75%

DRAFT, based on Sage 300 Online 12/08/2014

Comparison Matrix

Categories Features / OptionsSage 

BusinessVision

Sage 300 

Online

Sage 300 ERP 

On‐Premise

System Manager Yes Yes Yes

Bank Reconciliation Yes Yes Yes

Multi‐company  ‐ Extra $ Unlimited

Multi‐Language ‐ Up to 5 Up to 5

General Ledger Yes Yes Yes

Account Rollup ‐ ‐ Yes

Number of Account Segments ‐ 10 10

Number of Account Structures ‐ Unlimited Unlimited

Number of Budgets ‐ 5 5

Number of Years of History ‐ 99 99

Account Code Change ‐ ‐ Yes

G/L Security ‐ ‐ Yes

Financial Reporting ‐ FRx ‐ ‐ Yes

Sage Intelligence Report Designer ‐ Yes Add on

Accounts Receivable  Yes Yes Yes

Customer Number Change ‐ ‐ Yes

AR Inquiry ‐ ‐ Yes

Accounts Payable Yes Yes Yes

Vendor Number Change ‐ ‐ Yes

Transaction Analysis and Optional Field Creator Extra ‐ Limited ‐ Yes

Multicurrency Extra Yes Yes

General Ledger Consolidation ‐ ‐ Yes

Intercompany Transactions ‐ ‐ Yes

National Account Manager Yes Yes

Inventory Control Yes Yes Yes

M

o

d

u

ly

Item Number Change ‐ ‐ Yes

Operational Inquiry ‐ ‐ Yes

Serialized Inventory & Lot Control Yes Yes Yes

Purchase Orders  Yes Yes Yes

Order Entry Yes Yes Yes

Sales Analysis ‐ ‐ Yes

Point of Sale Yes ‐ Add on

Project and Job Costing Yes Yes Yes

Time Card Users (unlimited) ‐ ‐ Yes

Payroll Yes TBD Yes

Confidential Payroll ‐ 2nd payroll ‐ TBD Yes

eFile Yes TBD Yes

Web ROE Yes TBD Yes

Payroll Tax Table Updates Yes TBD Yes

Direct Deposit Payroll Yes TBD Yes

Visual Process Flow ‐ Yes Yes

Sage Customer Service Relationship (Sage CRM) ‐ ‐ Yes

Sage Intelligence Reporting KPI's ‐ Yes Yes

Viewer, 1st user free ‐ Limited to users Yes

Sage Payments, Credit Card Processing ‐ ‐ Yes

Microsoft Word / Excel ‐ included to Online users ‐ Yes ‐

l

e

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Comparison Matrix

Categories Features / OptionsSage 

BusinessVision

Sage 300 

Online

Sage 300 ERP 

On‐Premise

Forms Custom Crystal Reporting forms Available Note 1 Available

Send email as print destination Yes Limited Yes

ODBC Connection Yes ‐ Yes

Sage Business Care ‐ Support PlanBronze, Silver, 

GoldGold Silver, Gold

New version updates/upgrades ‐ Yes ‐

Customer decides when & Business Partner helps Yes ‐ Yes

Support Access Level Agreement offering Yes Yes Yes

Free account for Business Partner or SAN members ‐ Yes ‐

Microsoft SQL ‐ Yes Yes

Pervasive SQL Yes ‐ Yes

Users User profile  Concurrent Named Concurrent

Pricing Options Subscription / Purchase Purchase Subscription Both

On‐Premise Yes ‐ Yes

Workstation Yes ‐ Yes

Terminal Server/Citrix Server‐Anytime,  Yes ‐ Yes

Online (no server or hardware required) ‐ Yes ‐

Browser access Internet 9 or above ‐ Yes ‐

Deployment 

Options

Productivity

Databases

Support

Datacenter NA  Microsoft Azure (US West Coast) ‐ Yes ‐

Your Private Cloud  (no server or hardware required) Yes ‐ Yes

Sales ‐ Note 2 Yes

Service ‐ Note 2 Yes

Payment and Billing ‐ Note 2 Yes

Migration tools from BusinessVision N/A Note 3 Yes

Sage HRMS / Sage Time & Attendance ‐ integrated ‐ ‐ Yes

Integrated Software Vendors, Third Party Add on's 

(over 300 partner solutions available)‐ Short List Yes

Customer or partner can install ‐ ‐ Yes

Integrate existing legacy solutions, vertical needs ‐ ‐ Yes

TBD ‐ To be determined, waiting on final announcement from Sage

Note 2 ‐ Future

DB Group Consulting Inc

Locations:  Dieppe NB | HRM NS

For more information call 866‐854‐2064 

salesdbg@dbgroupinc.ca 24‐Nov‐14

Note 1 ‐ Report can be modified locally on customer's or Sage Business Partner's workstation, then uploaded

Note 3 ‐ Needs to be modified locally on customer's or Sage Business Partner's workstation, then uploaded

Mobile Apps

End‐to‐End

DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | salesdbg@dbgroupinc.ca | www.dbgroupinc.ca 

Sage BusinessVision Migration Path  

❶ 

Discover Stage (no cost):  5D’s,  

1. Define 

2. Discuss 

3. Demonstrate 

4. Delineate 

5. Decide 

Orphan  customers need  to  execute: Reseller of Record Change Request form 

❷ Current  install  of  Sage  BusinessVision,  address  any  needs  or support issues 

❸ 

Scope  of Work,  Requirements  Analysis:  Paid  engagement with following deliverables 

Objectives,  Constraints,  Assumptions,  Deliverables  and Requirements for this project 

Definition of required reports 

Project Plan, based on timelines and milestones 

Education Plan, training and implementation 

Resource needs 

Fixed price to complete  

❹  Execute direction:   Sage 300 Online / Sage 300 ERP 

❺  Data extraction, data migration, any custom reports 

❻  Execute Fixed Price:   Project and education plan 

❼  Project Completion Signoff 

 

DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | salesdbg@dbgroupinc.ca | www.dbgroupinc.ca 

Sage BusinessVision Data Migrator Tool ‐ Overview  

Welcome to the Sage BusinessVision data migrator. This application will 

export  various major entities  as well  as  transaction  information  from 

the  Sage BusinessVision  application  into CSV  (comma  separated)  files 

that are designed  for use with  Sage 300 ERP data  import operations. 

The data migrator utility is compatible with Sage BusinessVision version 

2014 and higher.  

 

The CSV  files  that are  created by  this utility will  contain major entity 

information  like  the GL Chart of Accounts; Customer Records; Vendor 

Reports;  Part  information;  as  well  as  part  costing  and  quantity 

information. The files are organized  into several directories, consisting 

of one for each module.  

 

This application relies on the Sage BusinessVision DDF's (data definition 

files); as such you will be required to  install the DDF  files  into each of 

the Sage BusinessVision data directories that you would like to use with 

this utility.  

 

NOTE:  Not  all  information  from  Sage  BusinessVision  is  directly 

exportable  to  CSV  file  data.  Some  steps  will  require  manual 

configuration  steps  to  configure  Sage  300  ERP  with  data  from  Sage 

BusinessVision 

Sage Payroll Online ‐ Pricing  

Canadian & US Payroll Price per 

Month/Employee/Company One‐time setup fee 

1‐24 employees*   $2.50 

$99.00 

25‐49 employees   $2.20 

50‐74 employees   $1.90 

75‐99 employees   $1.60 

100‐149 employees   $1.30 

150‐199 employees   $1.00 

200‐299 employees   $0.80 

300‐399 employees   $0.55 

400+ employees   $0.50 

Example 1 ‐ Staffing consistent yearly  

Number of employees   Rate  Monthly  12 months 

24 employees  $ 2.50  $ 60.00  $ 720.00 

 Example 2 – Seasonal adjustments  

Month  Number of employees  Rate  Month 

January  20  $ 2.50  $ 50.00 

February  20  $ 2.50  $ 50.00 

March  20  $ 2.50  $ 50.00 

April  25  $ 2.20  $ 62.50 

May  30  $ 2.20  $ 66.00 

June  40  $ 2.20  $ 88.00 

July  40  $ 2.20  $ 88.00 

August  40  $ 2.20  $ 88.00 

September  30  $ 2.20  $ 66.00 

October  25  $ 2.20  $ 62.50 

November  20  $ 2.50  $ 50.00 

December  20  $ 2.50  $ 50.00 

Total 12 months      $ 771.00