1. Sage ERP X3
Product Overview| Version 6.4
Overview
Presented by Bret Elliott Sr. Director X3 Pre-Sales
SAGE NORTH AMERICA

2. Designed to Meet Mid-Sized Companies’ Unique Requirements
TOP BUSINESS DRIVERS IMPACTING ERP STRATEGIES
• Focus on productivity
Must reduce costs 45%
– Managing increasingly complex processes
– With constant pressure on time and costs
Need to be easier to do business with
36%
• Increasing need for visibility, flexibility Manage growth
and collaboration 28%
– Adjusting to a fluctuating demand Improve customer
– Managing relationships, not just transactions response time 27%
– Need to deliver more value to customers Adapt to global
markets 21%
• Increasing need for global management Manage multiple
locations 19%
– Cost reduction and market expansion
– Gaining access to material and labor Pressure to
innovate 18%
– Increased complexity and compliance
Aberdeen Group Mid-Market Research, 2010
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3. Sage ERP X3 Benefits
1 Operational • Rich functionality supporting all areas of your business
2 Decision-oriented • Timely reports, relevant KPIs
• 360° view across business units, with integrated B.I
3 Flexible • Adaptable to your unique business processes
• For local and global operations
• Web-native
• Scalable up to thousands of users, on multiple platforms
4 Collaborative • Easy to use, beyond core ERP users
• Connected to partners, suppliers and customers
• Accessible to Web and Mobile users
5 Cost-Effective • Affordable and fast to implement
• Simple to maintain and adaptable with limited IT resources
• Proven ROI
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4. operational
Functional Completeness, Out of the Box
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5. Functional Completeness, Out of the Box
Distribution Essentials Manufacturing Essentials
 General Ledger  Business Partners  Product configurator
MANUFACTURING
FINANCE
PURCHASING
 Accounts Receivable/Accounts Payable  Product Categories  Bill of Material
 Analytical Accounting  Purchase Planning and Ordering  Work and cost center management
 Allocations  Purchase Delivery and Scheduling  Routings
 Reports  Purchase Requests  Forward/Backward scheduling
 Multi-Currency  Requests for Proposal  Replenishment and Inter-site transfers
 Multi-Company Management  Purchase Orders  Production cost accounting
Budgets  Contracts  Order release
Fixed Assets management  Encumbrance accounting  Quality control & Manufacturing analysis
Leased Assets and Concession Agreements  Multi-level signature management  Formula and Recipes
Credit Card Processing  Receiving Manufacturing Project Management
Multi-Legislation  Supplier Invoice Entry Production Analytical Accounting
 Supplier Returns Weighing Scales Interface
 Order Entry
SALES
Sub-contracting
 Quotes and Contracts  User-Defined Dashboards and KPIs
B.I.
 Invoicing and Reminders  Inquiries and Reports
 Pricing  Product Data
INVENTORY
 Integration w/ Crystal Report Designer
 Inventory Allocations  Location Management Advanced BI and preconfigured Data Cubes
 Delivery and Shipping  Inventory Balances
 Web 2.0 Portal
PORTAL
 Sales Commissions  Quality Control and Sampling
 Customer Returns  Procurement  Singular Web/Windows User Interface
 Credit Checking  Stock Movements & Transactions  Microsoft Office Document Integration
Parcel Shipping Service  Inventory Costing Methods Roles-Based User Portal
Commitments  Quality Control Sage Visual Processes
 Multiple Units of Measure Sage Enterprise WebTop
Contact Management
CRM
 Physical Counting
 System Manager
PLATFORM
Sales Force Automation Import Tracking
Customer/Call Center Support  Integrated Development Environment
RF Data Collection
Warranty/Service Orders Management  Sage Visual Process Editor
Warehousing
Knowledge base  Automated Workflow Processing
Truckload and LTL
Marketing Campaigns Web Services
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6. flexible
Advanced Technology Design for the Enterprise
• Web-Native
• SOA / Metadata-
Driven
• Integrated,
common tools
supporting all
enterprise
applications
• Comprehensive
toolset for
administrators and
developers
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7. easy to use
Intuitive Workspace for Users
Role-based, visual
process flows offer a
process-oriented
workspace providing
users with on-screen
guidance through quality
procedures and one-click
access to any functions of
the system.
Over 140 role-based
process flows available(1)
Visual Process Editor tool
available for custom
process flows.
(1) Templates tied to the Standard Edition configuration
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8. easy to use
Extended Accessibility and Ease of Use
with
The Sage Enterprise
WebTop provides access to
ERP data and functions for
mobile and occasional or
external users.
Sage ERP X3 widgets are
available to Netvibes users
on the Web, smart phones
or tablets computers.
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9. decision-oriented
Improved Business Insight, Reduced Risk
Exception-based management,
with user-defined dashboard and
real-time analytics.
Dynamic audit trail by click & zoom
on KPIs to access underlying data
or transactions.
Embedded Business Intelligence
engine(1), with preconfigured data
cubes for advanced business
analysis.
Customizable by users by drag &
drop from the widget library.
(1) Powered by Business Objects™
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10. cost-effective
Two Configurations to Adapt to your Unique Environment
Sage ERP X3 | Standard Edition
Designed to maximize efficiency in businesses with fewer than 50 users,
looking for industry best practices and a fast deployment of the system.
Rapid Implementation • Preconfigured to meet common core mid-market
requirements out of the box, with reduced need for
adaptation and limited resources.
• Guided implementation methodology, tied to the
product configuration, including templates and a
project management toolkit to complete the
deployment within a reduced timeframe.
Enhanced Usability • Predefined Visual Process Flows (140) by Role (16)
• Predefined statistics and KPIs
• Predefined Inquiries and reports
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11. cost-effective
Two Configurations to Adapt to your Unique Environment
Sage ERP X3 | Premium Edition
For large and international businesses, with many enterprise-specific
processes, looking for a flexible, adaptable system.
Increased Flexibility • A tailored solution, with extensive parameterization
capabilities and a choice of components for advanced
business processes, extended connectivity and volume
processing.
• Consultative sales and implementation approach, based on
customer-specific requirements analysis.
• Multi-OS/DB and volume processing options.
• Scalable up to thousands of concurrent users.
Extended Functionality • Multi-Legislation.
• Select add-ons and ISV solutions for advanced functionality.
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12. Standard Edition Methodology
scoping deployment testing training support
• Tied to the Standard Edition pre-configuration
• Designed to reduce costs and shorten
implementation time
• Structured to define, track and achieve
enterprise goals
• Comprising project tools and deliverables
designed specifically for this edition
• Providing maximum visibility to status
throughout the project
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13. Pricing
Sage ERP X3 configuration
Standard Premium
Edition Edition
Platform License Edition Selection
• Standard or Premium Edition
Base Modules Per-user pricing
• Core ERP features for finance,
distribution or manufacturing.
From $2,610/user
Common Options À la Carte Pricing
• Choice of options for
Premium Options advanced functionality,
connectivity and volume
processing.
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14. Product Editions Details
Standard Edition Premium Edition
Includes all Industry Essentials functionality Includes all Industry Essentials functionality
Preset parameters and templates, adaptable Full parameterization at the implementation.
through the Standard Edition methodology kit Customizable.
Full Web Client Full Web Client
Role-based user portal (16 roles) Web Portal customizable by user.
Visual process flow templates (over 140) Visual Process Editor (templates optional)
English and/or French language Multi-language (9 languages)
Multi-currency Multi-legislation (14 legislations)
Multi-currency
Optimized for mono-server environments, with Multi-OS (Windows, Unix, Linux)
Windows OS and MS SQL Server DB. Multi-DB (MS SQL Server, Oracle)
Guided implementation methodology & tools Consultative implementation approach
Seamless upgrade to Premium configuration Extended connectivity and volume processing
Best for businesses with fewer than 50 Recommended for businesses with many
users and standard industry processes. specific processes or global operations.
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15. Support
Sage Business Care™ now available to Sage ERP X3 customers
Silver (20%) Gold (25%)
Product version upgrades and enhancements ✔ ✔
Online knowledge base ✔ ✔
Web/Email support with phone support for 5 cases included Unlimited
high priority cases $995 per addl 5
Extended support hours - ✔
Remote desktop support ✔ ✔
Upgrade planning assistance - ✔
Anytime Learning 10% discount ✔
Real-time learning discount - 20%
Software option and additional users discount - 15%
Summit Conference discount $100/person $200/person
Multi-year discount Up to 15% Up to 15%
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16. 75% of companies
that increased
Proven ROI profitability attribute
this to Sage ERP X3 (1)
“With Sage ERP X3, we gained more functionality than
comparable Tier 2 systems and could afford to license all
potential users. And it is so easy to manage that we were
Sage ERP X3 customers
able to expand our system without additional IT resources.”
Michael Stern, Director of Systems and Procedures, Sconza Candy, recorded +10% of
time saved in processing
Oakland (CA)
and producing financial
statements (1)
“Aceto is better managing its inventory, tracking foreign
exchange costs and controlling credit and order approvals.”
Terry Steinberg, CIO, Aceto Corporation, Lake Success (NY) 89% of
Sage ERP X3 customers
think that
“On-time shipments are now consistently above 90% as commitments have
opposed to 70 to 85% without Sage ERP X3, and inventory been met (1)
turns increased by more than 10%.”
Don Lynch, Director of Operations, Golden Artist Colors (NY)
(1) Ernst & Young Performance Survey – Sage ERP X3
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17. A Global ERP Solution by Sage
EUROPE
• Over 3,300 customers and more than 170,000 France Belgium
Germany Italy
users in 53 countries Poland Netherlands RUSSIA
Portugal Switzerland
Spain Austria
UK
CHINA
SOUTH EAST ASIA
NORTH AMERICA Singapore
United States Thailand
Canada MIDDLE EAST Indonesia
AFRICA United Arab Emirates Malaysia
South Africa Saudi Arabia
Algeria Bahrain
Cameroon Egypt AUSTRALIA
SOUTH AMERICA Congo Jordan New Zealand
Argentina Morocco Kuwait
Gabun Lebanon
Tunisia Oman
Madagascar Qatar
Senegal
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18. Sage ERP X3 Summary
• The best functionality “out of the box”
– Streamlined operations across all areas of
business, locally and internationally.
– Better-informed decision making and reduced risk.
• The best flexibility and scalability
– Easy to use, beyond core ERP users.
– Connected to partners, suppliers and customers.
– Accessible to Web and Mobile users.
– Scalable, flexible technology to adapt to change.
• A choice of configurations to adapt to your
unique requirements
– Standard Edition: a preliminary configuration and
methodology for fast deployment and optimal
performance.
– Premium Edition: a feature-rich, tailored solution
for advanced business processes and connectivity.
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19. Sage ERPx3
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