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Product Roadmap Update

Product Roadmap Update

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Product Roadmap Update

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  1. Product Roadmap Update Amanda Turvill, Product Manager Andrew Credland, Product Development Manager

  2. Enterprise Products • Enterprise Vision • To 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

  3. Market Analysis 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

  4. Product Positioning • £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-onsdelivered by our partner network.

  5. Reminder of the Line 500 journey… Where we were…. Line 500 Functionally rich ERP solution, viewed as stable, reliable Long heritage – always Upper Mid Market Large installed base, loyal customers BUT Dated look and feel, older technology Difficult to integrate (CRM/Developer add ons) Customisations leading to low upgrade rates

  6. Reminder of the Line 500 Sage 1000 journey… Where we are…. Where we were…. Line 500 Minor improvements Still strong installed base Line 500 Sage 1000 Less functionally rich ERP but strong integration with CRM Better UI and “demoability” BUT – demo 1000 to sell 500 And 500 customers not migrating

  7. Reminder of the Line 500 Sage 1000 journey… Where we’re headed… Where we are…. Where we were…. Sage 1000 v3.0 Line 500 Line 500 CRM ERP Sage 1000 OR SLX And beyond v3.0…HR/Payroll

  8. Sage 1000 suite Accounting & Finance Business Planning Business Operations. Internal and with trading partners Sage 1000 Integrated Business Processes, Data, Reporting and Analysis Specialist Industry Processes in Manufacturing and Retail HR & Payroll Customer Management, Service and Support Sales Management Marketing Management 8

  9. Sage 1000 ERP Roadmap Today Next 12 months V3 Current Next 12 months July 2010 Beyond Product Enhance Refresh • Product Roadmap • Technology Roadmap • 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

  10. Web based workspace UI UI UI UI UI Single Sign-on HR Payroll ERP CRM Value-Add Sage 1000 HR k-PAYE Line 500 SageCRM Sage Services (e.g. Mobile) Sage 50 Payroll Sales Logix 3rd Party Integrations SData Line 500 Payroll DB DB DB DB DB Data Warehouse Sage Reporting Commercial Infrastructure – including pricing & licensing review, marketing plan etc

  11. UI and Usability 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. User Driven ERP

  12. Sage 1000 ERP – Smart Client • Benefits • Improved consistent look and feel • Improved layouts • Browse Improvements • Reporting and printing improvements • Conforms to Sage branding standards • Using lists to drive applications

  13. Sage 1000 ERP – Lists and Menus • Lists and Menus summary • Enable improved productivity throughout the application • Enable centrally defined lists • Enable users to further refine how they use lists • Ensure ease of upgrade

  14. Reporting 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. User Liberation of Data

  15. Reporting

  16. Interoperability 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. Flexibility and Interoperability

  17. Interoperability: CRM Integration • Current position • Working in conjunction with both SalesLogix and SageCRM • Recently completed a week long review with SalesLogix • Finalising features and user experience • Walkthroughs • SalesLogix user experience definitions • Key areas • Feature support • Upgrades • Customisations • Choice of SalesLogix or SageCRM

  18. Interoperability: CRM Integration Feature Support • Integration functionality • Same features / primary entities as per Sage 1000 v2.3 • Loosely coupled integration • Focus on ensuring minimal learning curve • Option of either SalesLogix or SageCRM • ERP functionality • No restriction on ERP features • Exception of sharing customers between multiple operating companies within v3.0 • Recommendation is to test features on Cloud demo systems when available • Client UI functionality • Web Client

  19. Interoperability: CRM Integration Upgrades / Customisations • Automatic upgrades supported for: • Line 500 v7.1 or S1000 v2.3 or SageCRM v6.2 … to v3 with SageCRM • Line 500 v7.1 or SalesLogix v7.5 … to v3 with SalesLogix • Upgrade of customisations • SageCRM customisations on Sage 1000 .asp pages will require migration • Recommendation to check all customisation on upgrades, as per on all upgrades • Independent CRM/ERP upgrades will then be available once running v3.0

  20. 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

  21. 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

  22. Early adopter programme • Programme selections – 3 sites in total • Site 1 – user of Sage 1000 ERP • Site 2 – user of Sage 1000 ERP and SalesLogix • Site 3 – user of Sage 1000 ERP and SageCRM • Timelines for programme – 3 month • Site 1 from April 2010 • Site 2 & 3 from July 2010 • Programme participation agreed during Q4 2009 • Why get involved? • Potential for customers and BPs to promote their business via referencing and case study material • Benefits and value from new implementation with the ability to ‘influence’ development • Potential incentive to make it “worth their while” • BPs gain early insight into implementation • Live upgrade on programme completion • Programme governance • Contractual agreement – weekly reviews • Programme managed by R&D – fast tracked through support

  23. Tax Service Pack

  24. Tax Service Pack • 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

  25. EC Sales List Changes • 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

  26. Intra EC Invoices • 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

  27. Contract Management • 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

  28. VAT Rate Change – January 1st 2010 • 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

  29. German Accreditation

  30. German Accreditation • 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)

  31. Platforms / Integrations

  32. Sustained Engineering - Platforms • 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

  33. Sustained Engineering - Platforms • 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

  34. Sustained Engineering - Integrations • 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

  35. Payroll

  36. Sustained Engineering - Payroll • 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

  37. SageBI

  38. SageBI Status • 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

  39. Questions?

  40. Thank You