Asyma E3 2012

1. Management Best Practices - Tips & Tricks:
Let’s Get Real
Keith Greeno, Dick Boorsma, - Asyma Systems
Bruce Thurston - Management Resource Services

2. Agenda
• Continuous Improvement - enhancements
• The Cloud
• Training and getting help
• Ease of use
• Visual workflows
• Sage Intelligence Reporting
• How do we do it?
• Questions?

3. Continuous Business Improvements
• Business must continually review and improve
processes.
– Management practices change
– Technology Improvements
• Awareness
• Interest
• Trial
• adoption
• Sage software enhancements
– Why stay current? What’s in it for me?

4. The Cloud - The Management Decision

5. Training and getting help
• Management consulting coaching
– Flipping the norm 90:10 to 10:90
– Understanding current processes
• Asyma
– Support (Knowledge transfer agreements)
• Sage - support
– Sage support access/anytime training

6. Ease of Use
• Business process can be defined by role Sage
Visual process flows
• Software is 50% of the solution effective
business processes are the other
• All processes can be improved
– How do we do things
– How can we use changes to make things easier

7. Visual Workflow

8. Sage Intelligence Reporting
• Specific reporting by company/individuals
• Flexible versions (IFRS, Internal, External)
• Excel functionality (Graphics, Formatting)
• Drill down to detail (Forest to trees)
• Push reporting (Dashboards, Scheduled)

9. F9 Demonstration Company
View Graph
Sales Forecast
Current Year Actuals Budgets
January February March April May June July
Sales - Product Line B 298,478.32 301,189.03 303,924.35 306,684.49 278,522.75 281,052.23 280,453.52
Sales - Product Line C 222,102.47 224,119.57 226,154.94 228,208.85 207,253.23 209,135.47 208,689.92
Sales Discounts (95,328.70) (96,194.46) (97,068.05) (97,949.62) (88,955.25) (89,763.09) (89,571.87)
Sales Returns and Allowances (9,952.51) (10,042.90) (10,134.11) (10,226.13) (9,287.12) (9,371.46) (9,351.49)
Finance Charges 2,250.64 2,271.13 2,291.73 2,312.57 2,100.16 2,119.25 2,114.75
Freight Charges 19,947.60 20,128.71 20,311.55 20,495.98 18,613.92 18,782.96 18,742.96
Total $ 437,497.82 $ 441,471.08 $ 445,480.41 $ 449,526.14 $ 408,247.69 $ 411,955.36 $ 411,077.79
Next Year Budgets
January February March April May June July
Sales - Product Line B 282,751.17 285,295.94 287,863.60 289,590.78 291,328.33 292,784.97 295,127.25
Sales - Product Line C 210,399.68 212,293.25 214,203.92 215,489.14 216,782.05 217,865.98 219,608.88
Sales Discounts (90,305.72) (107,198.21) (108,162.98) (108,811.94) (109,464.81) (110,012.13) (110,892.24)
Sales Returns and Allowances (11,091.89) (9,513.00) (11,292.45) (11,360.17) (11,428.34) (11,485.49) (11,577.36)
Finance Charges 2,508.31 2,530.88 2,553.67 2,569.00 2,584.38 2,597.34 2,618.07
Freight Charges 22,231.21 22,431.29 22,633.13 22,768.97 22,905.56 23,020.11 23,204.25
Total $ 416,492.76 $ 405,840.15 $ 407,798.89 $ 410,245.79 $ 412,707.17 $ 414,770.79 $ 418,088.85

10. Special Reporting-Balanced Score
Board

13. How do we improve?
• Project Management
– Knowing what needs to be done
– Knowing when it needs doing
– Knowing who has to do it
• Planning versus Just Doing It

14. Questions?
Asyma Systems Ltd Management Resource Services
We do more than measure value, we Bruce Thurston
help create it.
Results Based Leadership through:
Our expertise in management, accounting Strategic Planning:
and technology can help you grow a
successful business. Do you know WHERE you are going?
Analyze & streamline business WHY? And WHEN?
processes
Business improvement support
Customize business system design Business Planning:
Technology enhancements HOW will you get THERE and WHEN and
with WHOM?
Lethbridge AB T1H 5H8
Edmonton AB T5S 2J1
Calgary AB T3K 5X5 Operations Management:
Saskatoon
WHAT will you need to get there?
People Development:
WHO will take you there?