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Sage Accpac
Product Roadmap
Collaborate. Innovate. Evolve.
          January 2010
Sage - #1 Worldwide for SMB
                Microsoft

    Oracle
                  12%                                                 21%
     9%
Intuit                                                     • 14,500 Employees Worldwide
 6%                                                        • 5.7M Customers Worldwide

SAP
                                                           • 2.9M Customers North America
3%                                                         • 40,000 Support Calls per Day
                                                           • 1,500 Customer Purchases per
                                                             Day
                                                Others
                                                 49%
   Source: IDC, October 2006, Worldwide ERP applications
   vendor shares, based on ERP revenue small business;
   <500 employees
Sage Accpac
 • Sage Group Endorsed Global
   Strategic Product
 • Since 1979
 • 45,000 Customers / 270,000
   Users
 • Over 1,500 Solution Providers
 • Over 300 Development Partners
 • Global Footprint -169 Countries,
   Multilingual & Multicurrency
 • Major Markets: US, Canada, Asia,
   Africa, Australia
Your Opinion Matters!
          • We Want to Hear from YOU!
            “The Voice of the Customer”
             – Sage Accpac Evolves at
               Pace of Customer
             – Solutions that Work the
               Way you Want
             – Suggest and Vote on
               Future Sage Accpac
               Enhancements

www.sageaccpac.com/feedback
Suggest, Collaborate, Vote
Product Survey Results – Top 3
•    “What is the one area you would improve to make Sage
     Accpac better for you and your company?”
     1. Reporting
        – Simplify Getting Information out of Sage Accpac
        – Make it Easier to Create and Customize Reports
        – Financial Reporting
     2. Functionality/Features
         – Accounts Payable / Accounts Receivable / General Ledger
         – Bank Services Usability
         – Inventory Control
     3. Usability
        – Faster Data Entry – Streamline Processes
        – Navigation – Faster Access to Supplemental Information
Sage Accpac Product Roadmap
    V5.6                                               V6.0                                        V6.1
December 2009                                         Q3 2010                                     Q4 2011




 Sage Accpac
  Intelligence
December 2009


 This roadmap is intended for use as a guideline and for information purposes only, and represents Sage’s
    current view of its product direction. The information is subject to change at any time without notice.

 As Sage develops products using an Agile development methodology, any one of the milestones, features,
 release periods or versions could change. None of the information should be interpreted as a commitment
                                           on the part of Sage.
Sage Accpac Intelligence
Access Decision-Quality Information and Improve
Visibility into Business Measurements
New Business Intelligence Option
       Sage Accpac                 Sage Accpac                    Sage Accpac
    Financial Reporter              Intelligence                    Insight

•   Financial Report        •   Simple Report Design and    •   Report Design and
    Design in Excel             Data Analysis in Excel          Analysis in Excel
                            •   “Out Of The Box” Reports    •   Complex Budgeting and
•   Access to General
                                for Financial, Sales,           Consolidations
    Ledger Data with            Purchasing, and Inventory   •   Data Warehousing
    Drilldown
                            •   Consolidated Reports for    •   Licensed Separately
•   Easily Report on            Multiple Companies and
    Optional Fields             Data Sources, Including
•   Included with Sage          SageCRM
    Accpac General Ledger   •   Dashboard Data View
    Module                  •   Multi-dimensional Data
                                Cubes Analysis
                            •   Single User License of
                                Report Manager Included
                                With V5.6
                            •   Sage University Training
                                offered Free
Sage Accpac Intelligence
•   Access Business Critical Information
     –   Empower Your Staff With Vital Information When They Need It!
     –   Improves Collaboration and Productivity

•   Complex Reporting Made Easy
     –   Business Intelligence in a Familiar Microsoft Excel Interface
     –   “Out of the box” reports
           • Financial Reports
           • Sales/Purchasing/Inventory analysis

•   Insightful Decisions
     –   Sophisticated, Customizable Dashboards
     –   Transform Your Data Into Strategic Decision-making Intelligence

•   Rely On Flexible Powerful Analysis
     –   Perform What-if Scenarios that go Beyond Just Transactional Data
     –   Quickly Identify and Respond to Trends and Abnormalities
     –   Utilize Multi-dimensional Analysis

•   Multi-national & Multi-company Capabilities
     –   Easily Consolidate Data From Multiple Companies
     –   Competitive Edge to Succeed in Today’s Fast Paced Global
         Marketplace
Your Data Pulled Directly Into a
Your Data Pulled Directly Into a
  Familiar Excel Environment
 Familiar Excel Environment
Sage Accpac Intelligence
                           •   Report Manager Licenses $1,000 US
                                – Author New Reports (Organize, Create, Edit)
                                – Filter and Aggregate Data
                                – Set Permissions/Security for Reports
                                – Per User/Workstation
                                – 1 Free Single User License Included With Version 5.6
                           •   Report Viewer Licenses $250 US
                                – Basic Editing Capabilities (Filter / Change Parameters)
                                – Drill-down Functionality on Existing Reports and Templates
                                – For Staff Members who do not Need to Create New Reports
                                – Per User/Workstation
                           •   Connector Module $2,000 US
                                – Simplifies Day-to-Day Operational Tasks
                                – Access Information From Multiple Sources
 Build Your Business            – Consolidation of Data From Multiple Companies
Intelligence Solution to        – Connect to Unlimited ODBC Data Sources
   Fit Your Business       •   Analysis Module $2,500 US
                                – Support Business Strategy and Decision Making
                                – Advanced Analysis of Trends and What-if Scenarios
                                – Utilize Built-in Microsoft Excel Pivot Tables
                                – OLAP Cubes Enabling Multidimensional Analysis
Sage Accpac Intelligence
                                 •   A New Way to View Your Business

                                 •   Fast Implementation

                                 •   Low Cost Business Intelligence
                                     Strategy and Dashboard
                                     Technology

                                 •   Consolidate Business Information
                                     into a “Single Version of the Truth”

                                 •   Dynamically Connected to Your
Re-Visualize Your Business…          Business Solutions
     Re-Vitalize Your Results!   •   View Data Textually / Graphically
                                     and Quickly Drill-Down to Details
Sage Accpac v5.6
Increase Productivity. Streamline Operations.
Improve Visibility.
V5.6 – Delivering on Top Requests
• Access Decision-Quality Information and Improve Your
  Visibility Into Business Metrics With the New Sage
  Accpac Intelligence Application
• Adopt the Release With Confidence and Save Money on
  Your Upgrade Costs With Free Training
• Accelerate Your Collections Efforts and Provide Better
  Customer Service Utilizing the Now Built-in AR Inquiry
  Tool
• Gain a Faster and More Accurate View of Your Cash
  Position With Improved Workflow in Bank Services
• Lower Operations Costs Through Better Management of
  Your Inventory
V5.6 - Platform & Version Support
•   Extended Support with “N-2” Version Support Policy
     – Version 5.6
     – Version 5.5
     – Version 5.4
•   Additional Platform Support
     – Windows 7
     – 64 Bit Server/workstation
     – Virtualization (VMWare and Citrix)
•   Single Release
     – All Modules and Option Products
     – English, French, Spanish and Chinese Available at Time of
       Release
•   Platform Support Discontinued
     – IBM DB2 Database
     – Windows 2000 Server/MS SQL Server 2000
     – Excel 97/2000/XP
V5.6 - Extended Solutions Compatibility
•   SageCRM 6.2 and 6.1
     – New Integration Features not in 6.1
•   Sage Abra HRMS 10
•   Sage FAS 2009.1
     – 2010.1 in Spring 2010
•   Sage Accpac Alerts 5.4
•   Financial Professional Link 5.3
•   EFT Payroll 5.5
•   EFT Receivables and Payables 4.1
•   Crystal 2008 (SP2)
     – Customers can Continue to Utilize
       Crystal 11 with 5.6
•   For full Details:
     – http://www.sageaccpac.com/products/sy
       stemrequirements
V5.6 – Development Partner Solutions
                  •   Endorsed Solutions are “5.6 Ready”
                       –   Altec – Document Management
                       –   Accellos – Warehouse Management
                       –   MiSYS – Manufacturing
                       –   PrintBoss – Check Processing
                       –   Technisoft – Service Management
                       –   TrueCommerce – EDI

                  •   Most Popular Add-ons are “5.6 Ready”
                       –   AutoSimply - Manufacturing
                       –   Greytrix – Data Migration
                       –   Iciniti Corporation - Webstore
                       –   Norming – Asset Management
                       –   North49 – Webstore and Credit Card
                           Processing
                       –   Orchid – EFT & Inter Entity Transactions
                       –   Pacific Technologies – Workflow & Audit Logger
www.sagepss.com
                       –   Systronics – Web Portal
                       –   Stonefield - Queries
V5.6 – Performance Improvements
•    Improved Across all Modules
•    Major improvements in Order Entry, Purchase Order and in
     Inventory Control for Serialized Inventory and Lot Tracking

    100%
    90%
    80%
    70%
    60%
    50%
    40%
    30%
    20%
    10%
     0%
           AP



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V5.6 – Training
      • Free Anytime Learning
        Course on “What’s New in
        Version 5.6”
         – Ensure you are Taking
           Advantage of Process
           Improvements and New
           Functionality in Version 5.6
         – In-Depth Information
             • 22 Segments (total 2
               hours) on V5.6
             • 9 Segments (total 1 hour)
               on Sage Accpac
               Intelligence
         – Register at:
           http://www.sageu.com/accpac/
V5.6 – Your Requests Delivered
        •   Reporting: Simplify Information Access
             – Bundled Sage Accpac Intelligence – 1 Report Manager
               License
             – Integrated AR Inquiry
             – Optimized Reports
        •   Usability: Increase Efficiency and Productivity
             – Simplification of Bank Reconciliation
        •   Functionality: Further Streamline Operations
             – Serialized Inventory and Lot Tracking
             – Payroll Employee Security
             – SageCRM Integration Expansion and Solo
        •   Cost of Ownership
             – Free Anytime Learning Course at:
                 • http://www.sageu.com/accpac/
             – One-step Installation & Activation
        •   For full Details:
             – http://www.sageaccpac.com/products/whatsnew
The Future: Sage Accpac 6
A New Way to Manage Your Business!
Sage Accpac Version 6.0
•   Solving Customer Requests With Web Technology
     – Usability: Improve Productivity
        • Role Based, Personalized Portal
        • Task Oriented Navigation
        • Contextual User Assistance
     – Reporting: Faster Information Access
        • Integrated Dashboards/KPI’s
        • Ad-hoc Inquiry Tool – Quick Information Lists
     – Integration: Streamline Processes
         • Enhanced Quote-to-Order Workflow for SageCRM Users
         • Elimination of Lanpak Requirement for SageCRM User for Order
           Entry
         • SageCRM 7.0 Support
Sage Accpac Version 6.1
    • Improved Usability Leveraging
      the Agile Sage Accpac 3-tiered
      Architecture
      – Database - Unchanged
      – Business Logic - Unchanged
      – User Interface -> Modernized with “Web 2.0”
        Experience
         • Improved Productivity for Faster Data Entry
         • Improved Learnability
         • Financials: General Ledger / Accounts Receivable
            / Accounts Payable / Bank Services / Tax
         • Operations: Order Entry / Inventory Control /
            Purchase Order
Current Desktop View
NEW Sage Portal
Current Data Entry Screens
NEW Web
  Client
Data Entry
Current SageCRM Order Entry
New
 Quote-to-
   Order
SageCRM
Integration
NEW Sage Accpac Inquiry
Sage Accpac Product Roadmap
    V5.6                                               V6.0                                        V6.1
December 2009                                         Q3 2010                                     Q4 2011




 Sage Accpac
  Intelligence
December 2009


 This roadmap is intended for use as a guideline and for information purposes only, and represents Sage’s
    current view of its product direction. The information is subject to change at any time without notice.

 As Sage develops products using an Agile development methodology, any one of the milestones, features,
 release periods or versions could change. None of the information should be interpreted as a commitment
                                           on the part of Sage.
Resources
• Sage University
   – http://www.sageu.com/accpac/
• Get Your Voice Heard - Enhancement Requests
  – www.sageaccpac.com/Feedback
• Sage Accpac Community – Collaborate with Other Users
   – http://community.sageaccpac.com/
• Sage Accpac White Paper: Vision and Product Plan
   – http://www.sageaccpac.com/assets/Accpac/PDFs/Fut
     ureofaccpac_lo_res.pdf
• Information on Sage Accpac Version 5.6
   – http://www.sageaccpac.com/products/whatsnew

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Sage Accpac Roadmap January 2010

  • 1. Sage Accpac Product Roadmap Collaborate. Innovate. Evolve. January 2010
  • 2. Sage - #1 Worldwide for SMB Microsoft Oracle 12% 21% 9% Intuit • 14,500 Employees Worldwide 6% • 5.7M Customers Worldwide SAP • 2.9M Customers North America 3% • 40,000 Support Calls per Day • 1,500 Customer Purchases per Day Others 49% Source: IDC, October 2006, Worldwide ERP applications vendor shares, based on ERP revenue small business; <500 employees
  • 3. Sage Accpac • Sage Group Endorsed Global Strategic Product • Since 1979 • 45,000 Customers / 270,000 Users • Over 1,500 Solution Providers • Over 300 Development Partners • Global Footprint -169 Countries, Multilingual & Multicurrency • Major Markets: US, Canada, Asia, Africa, Australia
  • 4. Your Opinion Matters! • We Want to Hear from YOU! “The Voice of the Customer” – Sage Accpac Evolves at Pace of Customer – Solutions that Work the Way you Want – Suggest and Vote on Future Sage Accpac Enhancements www.sageaccpac.com/feedback
  • 6. Product Survey Results – Top 3 • “What is the one area you would improve to make Sage Accpac better for you and your company?” 1. Reporting – Simplify Getting Information out of Sage Accpac – Make it Easier to Create and Customize Reports – Financial Reporting 2. Functionality/Features – Accounts Payable / Accounts Receivable / General Ledger – Bank Services Usability – Inventory Control 3. Usability – Faster Data Entry – Streamline Processes – Navigation – Faster Access to Supplemental Information
  • 7. Sage Accpac Product Roadmap V5.6 V6.0 V6.1 December 2009 Q3 2010 Q4 2011 Sage Accpac Intelligence December 2009 This roadmap is intended for use as a guideline and for information purposes only, and represents Sage’s current view of its product direction. The information is subject to change at any time without notice. As Sage develops products using an Agile development methodology, any one of the milestones, features, release periods or versions could change. None of the information should be interpreted as a commitment on the part of Sage.
  • 8. Sage Accpac Intelligence Access Decision-Quality Information and Improve Visibility into Business Measurements
  • 9. New Business Intelligence Option Sage Accpac Sage Accpac Sage Accpac Financial Reporter Intelligence Insight • Financial Report • Simple Report Design and • Report Design and Design in Excel Data Analysis in Excel Analysis in Excel • “Out Of The Box” Reports • Complex Budgeting and • Access to General for Financial, Sales, Consolidations Ledger Data with Purchasing, and Inventory • Data Warehousing Drilldown • Consolidated Reports for • Licensed Separately • Easily Report on Multiple Companies and Optional Fields Data Sources, Including • Included with Sage SageCRM Accpac General Ledger • Dashboard Data View Module • Multi-dimensional Data Cubes Analysis • Single User License of Report Manager Included With V5.6 • Sage University Training offered Free
  • 10. Sage Accpac Intelligence • Access Business Critical Information – Empower Your Staff With Vital Information When They Need It! – Improves Collaboration and Productivity • Complex Reporting Made Easy – Business Intelligence in a Familiar Microsoft Excel Interface – “Out of the box” reports • Financial Reports • Sales/Purchasing/Inventory analysis • Insightful Decisions – Sophisticated, Customizable Dashboards – Transform Your Data Into Strategic Decision-making Intelligence • Rely On Flexible Powerful Analysis – Perform What-if Scenarios that go Beyond Just Transactional Data – Quickly Identify and Respond to Trends and Abnormalities – Utilize Multi-dimensional Analysis • Multi-national & Multi-company Capabilities – Easily Consolidate Data From Multiple Companies – Competitive Edge to Succeed in Today’s Fast Paced Global Marketplace
  • 11. Your Data Pulled Directly Into a Your Data Pulled Directly Into a Familiar Excel Environment Familiar Excel Environment
  • 12. Sage Accpac Intelligence • Report Manager Licenses $1,000 US – Author New Reports (Organize, Create, Edit) – Filter and Aggregate Data – Set Permissions/Security for Reports – Per User/Workstation – 1 Free Single User License Included With Version 5.6 • Report Viewer Licenses $250 US – Basic Editing Capabilities (Filter / Change Parameters) – Drill-down Functionality on Existing Reports and Templates – For Staff Members who do not Need to Create New Reports – Per User/Workstation • Connector Module $2,000 US – Simplifies Day-to-Day Operational Tasks – Access Information From Multiple Sources Build Your Business – Consolidation of Data From Multiple Companies Intelligence Solution to – Connect to Unlimited ODBC Data Sources Fit Your Business • Analysis Module $2,500 US – Support Business Strategy and Decision Making – Advanced Analysis of Trends and What-if Scenarios – Utilize Built-in Microsoft Excel Pivot Tables – OLAP Cubes Enabling Multidimensional Analysis
  • 13. Sage Accpac Intelligence • A New Way to View Your Business • Fast Implementation • Low Cost Business Intelligence Strategy and Dashboard Technology • Consolidate Business Information into a “Single Version of the Truth” • Dynamically Connected to Your Re-Visualize Your Business… Business Solutions Re-Vitalize Your Results! • View Data Textually / Graphically and Quickly Drill-Down to Details
  • 14. Sage Accpac v5.6 Increase Productivity. Streamline Operations. Improve Visibility.
  • 15. V5.6 – Delivering on Top Requests • Access Decision-Quality Information and Improve Your Visibility Into Business Metrics With the New Sage Accpac Intelligence Application • Adopt the Release With Confidence and Save Money on Your Upgrade Costs With Free Training • Accelerate Your Collections Efforts and Provide Better Customer Service Utilizing the Now Built-in AR Inquiry Tool • Gain a Faster and More Accurate View of Your Cash Position With Improved Workflow in Bank Services • Lower Operations Costs Through Better Management of Your Inventory
  • 16. V5.6 - Platform & Version Support • Extended Support with “N-2” Version Support Policy – Version 5.6 – Version 5.5 – Version 5.4 • Additional Platform Support – Windows 7 – 64 Bit Server/workstation – Virtualization (VMWare and Citrix) • Single Release – All Modules and Option Products – English, French, Spanish and Chinese Available at Time of Release • Platform Support Discontinued – IBM DB2 Database – Windows 2000 Server/MS SQL Server 2000 – Excel 97/2000/XP
  • 17. V5.6 - Extended Solutions Compatibility • SageCRM 6.2 and 6.1 – New Integration Features not in 6.1 • Sage Abra HRMS 10 • Sage FAS 2009.1 – 2010.1 in Spring 2010 • Sage Accpac Alerts 5.4 • Financial Professional Link 5.3 • EFT Payroll 5.5 • EFT Receivables and Payables 4.1 • Crystal 2008 (SP2) – Customers can Continue to Utilize Crystal 11 with 5.6 • For full Details: – http://www.sageaccpac.com/products/sy stemrequirements
  • 18. V5.6 – Development Partner Solutions • Endorsed Solutions are “5.6 Ready” – Altec – Document Management – Accellos – Warehouse Management – MiSYS – Manufacturing – PrintBoss – Check Processing – Technisoft – Service Management – TrueCommerce – EDI • Most Popular Add-ons are “5.6 Ready” – AutoSimply - Manufacturing – Greytrix – Data Migration – Iciniti Corporation - Webstore – Norming – Asset Management – North49 – Webstore and Credit Card Processing – Orchid – EFT & Inter Entity Transactions – Pacific Technologies – Workflow & Audit Logger www.sagepss.com – Systronics – Web Portal – Stonefield - Queries
  • 19. V5.6 – Performance Improvements • Improved Across all Modules • Major improvements in Order Entry, Purchase Order and in Inventory Control for Serialized Inventory and Lot Tracking 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% AP AR G O Pa PO BK PJ AR L E C yr Pa In jo Sh R B R o u an ec ec vo ll ym ip rn ei ei k ic m al en pt pt En es en s s ts tr ts (S y (S N /L N/ T) L T)
  • 20. V5.6 – Training • Free Anytime Learning Course on “What’s New in Version 5.6” – Ensure you are Taking Advantage of Process Improvements and New Functionality in Version 5.6 – In-Depth Information • 22 Segments (total 2 hours) on V5.6 • 9 Segments (total 1 hour) on Sage Accpac Intelligence – Register at: http://www.sageu.com/accpac/
  • 21. V5.6 – Your Requests Delivered • Reporting: Simplify Information Access – Bundled Sage Accpac Intelligence – 1 Report Manager License – Integrated AR Inquiry – Optimized Reports • Usability: Increase Efficiency and Productivity – Simplification of Bank Reconciliation • Functionality: Further Streamline Operations – Serialized Inventory and Lot Tracking – Payroll Employee Security – SageCRM Integration Expansion and Solo • Cost of Ownership – Free Anytime Learning Course at: • http://www.sageu.com/accpac/ – One-step Installation & Activation • For full Details: – http://www.sageaccpac.com/products/whatsnew
  • 22. The Future: Sage Accpac 6 A New Way to Manage Your Business!
  • 23. Sage Accpac Version 6.0 • Solving Customer Requests With Web Technology – Usability: Improve Productivity • Role Based, Personalized Portal • Task Oriented Navigation • Contextual User Assistance – Reporting: Faster Information Access • Integrated Dashboards/KPI’s • Ad-hoc Inquiry Tool – Quick Information Lists – Integration: Streamline Processes • Enhanced Quote-to-Order Workflow for SageCRM Users • Elimination of Lanpak Requirement for SageCRM User for Order Entry • SageCRM 7.0 Support
  • 24. Sage Accpac Version 6.1 • Improved Usability Leveraging the Agile Sage Accpac 3-tiered Architecture – Database - Unchanged – Business Logic - Unchanged – User Interface -> Modernized with “Web 2.0” Experience • Improved Productivity for Faster Data Entry • Improved Learnability • Financials: General Ledger / Accounts Receivable / Accounts Payable / Bank Services / Tax • Operations: Order Entry / Inventory Control / Purchase Order
  • 28. NEW Web Client Data Entry
  • 30. New Quote-to- Order SageCRM Integration
  • 31. NEW Sage Accpac Inquiry
  • 32. Sage Accpac Product Roadmap V5.6 V6.0 V6.1 December 2009 Q3 2010 Q4 2011 Sage Accpac Intelligence December 2009 This roadmap is intended for use as a guideline and for information purposes only, and represents Sage’s current view of its product direction. The information is subject to change at any time without notice. As Sage develops products using an Agile development methodology, any one of the milestones, features, release periods or versions could change. None of the information should be interpreted as a commitment on the part of Sage.
  • 33. Resources • Sage University – http://www.sageu.com/accpac/ • Get Your Voice Heard - Enhancement Requests – www.sageaccpac.com/Feedback • Sage Accpac Community – Collaborate with Other Users – http://community.sageaccpac.com/ • Sage Accpac White Paper: Vision and Product Plan – http://www.sageaccpac.com/assets/Accpac/PDFs/Fut ureofaccpac_lo_res.pdf • Information on Sage Accpac Version 5.6 – http://www.sageaccpac.com/products/whatsnew