Download - Taking Sage 100 to Sage ERP X3 Webinar
Taking Sage 100 to X3
Comparing the Solutions and Finding the Best Fit For YouFebruary 11, 2014
Agenda Today:•Introductions and Agenda for today•Solution Highlights•Q&A
Introductions
•Alicia Anderson – Facilitator▫Marketing, Blytheco
Skip Hulme• X3 Practice Manager, Blytheco• 25 years of professional experience in
application design and development, product management, and technology consulting
• Senior Product Manager for both Sage 500 and Sage ERP X3 at Sage North America
• Central role in developing the localized version of the X3 Standard Edition, including its Implementation Methodology and Kit.
Charles Rogers• Sage Solution Architect• Blytheco's Laguna Hills, CA office. • Specializes in training and solution design for Sage
100 ERP, BusinessWorks, Distributing and Manufacturing, Crystal Reports and FRx.
• Over twenty years of Sage 100 ERP experience as an end user, consultant and Certified Trainer. He is a Certified Trainer for Sage 100 ERP, Sage Intelligence, BusinessWorks, Crystal Reports, FRx.
• Has received the ATC National Trainer of the Year award.
X3 is Powerful Automation plusIntegrated Business Processes
ACCOUNTING & FINANCEGeneral ledgerAR/APPaymentsCost accountingBudgetingAllocationsFixed assetsMulti-currency, multi-company, multi-legislation/multi-chart of accounts
SALESPricing, quotes & contractsOrder entryProduct configurationInventory allocationsDelivery scheduling &
shippingInvoicingCustomer returnsSales commissions
PURCHASINGPurchase requestsEncumbrance accountingRequests for proposalsPurchase ordersOutsourcing/Sub-
contractingMulti-level approval
processingContractsInvoice tracking
Web PortalVisual Processes
Workflow & AlertsBusiness Intelligence
Document ManagementMS Office Integration
Search Engine
CustomerService
ManufacturingAccounting& Finance
Sales
PurchasingInventory
INVENTORYMulti-level warehousing and location managementMovements and transactionsRF data collectionQuality controlCostingAcquisition price tracingInventory controlProcurement
CUSTOMER SERVICEContact managementCustomer supportWarranty management and service ordersKnowledge baseCampaigns
MANUFACTURINGRoutingsDiscrete or process batch flowBOM/Formula managementMPS/MRPTechnical data configuratorCostingQuality controlForward/backward traceabilityShop floor controlCapacity planning
Streamline operations with end-to-end process integration
Common X3 Misconceptions…
•X3 does not provide support for standard US requirements, such as check printing and 1099 reporting
•The X3 development platform is proprietary
•X3 won’t run on my Mac•X3 cannot support my accounting and
financial reporting needs
Are you looking for…?
▫Global operations▫Growth/Scalability▫Automated Processes and Workflows
▫Real-time insights into operations▫Deployment options▫Specialized functionality
Audience Poll:
•Are you starting to feel the “pain” of growth or business changes causing you to rethink Sage 100 as your solution?▫We are feeling those pains.▫We are not feeling those pains now but we
might in the future.▫No pain – just curious.
Global Operations
▫Multi-company/site
▫Multi-legislation▫Multi-language▫Multi-currency▫Multi-ledger
What are the capabilities in X3?
£
¥
$
€
HeadQuarter
Financial Site
Financial Site
Group
LegalCompan
y
LegalCompan
y
Capacity for Growth
SQL Server and Oracle database support
Windows, Linux and Unix support
N-Tier Architecture
What are the capabilities in X3?
Capacity for Growth – 4 tier
Capacity for Growth
•Scalability beyond 1000 concurrent users•Diversify server loads •Scale up processing capacity
What does it mean to you?
Processes
What are the capabilities in X3?
• Visual Processes• Role-
based• Workflo
w
Sage 100 Visual Processes
Automated Workflow
• Real time tracking of your process
• Compliant with the latest financial rules (SOX, LSF….)
• Increase your team’s reactivity
• Secured and track your sensitive data
PROCESSING
Amount> 30,000 ?
ORDER CREATION
- client code
- products/items
- total amount
Automatic Message to
the appropriat
e recipients
Criteria
Example
yes
no
Criteria Choice
Processes
▫Integrated workflow (notifications, process automation)
▫Improves data flow and accuracy▫Streamlines common tasks to let staff focus
on more complex problems▫Graphical editor for building interactive
processes▫Links to ERP functions, reports, documents
and procedures…▫Simplifies the user training, improves the
efficiency
What does it mean to you?
Insights▫ Personalized dashboard
portals adapted by drag
and drop
▫ Combine real-time data
from a variety of
sources◦ Gadgets: KPIs, Requesters,
RSS feeds, web pages, visual
processes, and more
▫ Management by
Exception
▫ Direct, interactive
access to underlying
transaction detail
What are the capabilities in X3?
Insights
What does it mean to you?
•Real-time views with actionable data•Adapted to the requirements of each individual’s job function• Increased focus on items needing attention • Individual users can have multiple dashboards serving specific purposes
Native web/browser client
Built-in web services for third-party integration
V7 (due May 2014) provides complete browser and operating system independence
Mobility
Deployment Options
What are the capabilities in X3?
23
Mobility for Sage 100
24
Mobility for Sage 100
Deployment Options
•Eliminates cost for terminal server to provide remote access
•No client install with the Web Client•Simplifies integration with third-party
applications and services
What does it mean to you?
Specialized Functionality
• Process Manufacturingo Formula Managemento Quality Controlo Compliance
• Container Management• Customer Service
▫Multiple Units of Measure▫Complex UOM conversions (e.g. weight,
volume, linear)▫Scalable batch size▫Percentage-based recipes▫Co-products/By-products▫Weighing scales
Formula Management
▫Standards enforcement Predefine test procedures
and result formats with technical sheets
Manage QC status of inventory based on test results
Maintain QC history Update lot characteristics
at scheduled control points (expiration, lot name, user defined attributes)
Quality Control
▫OSHA, 21 CFR Part 11 (medical devices, etc.), FSMA/HAACP (food and beverage) Lot, sub-lot, serial tracking Expiration/shelf-life management Forward and backward traceability Audit trails, security, digital signatures
Compliance
•Global business•Shipping
containers•Tracking floating
inventory•Landed costs
Container Management
Customer Service▫Service Contracts, Invoicing and Renewals▫Warranty Coverage and Association▫Service Callers and Service Contractors▫Tracking of “Units” Sold To Customers (i.e.
Installed Base)▫Service Requests
Assignments by Skill Groups Assignments to Sites, Queues, Servicemen
or Sales Service Contract Control
▫Solution Knowledge Base▫Service Responses
Use of Internal Servicemen or Contractors Qualification Control and Schedule
Control Ability to Create New Business
Opportunities
Q&A
•Please type your question into the Questions pane on the GoToMeeting dashboard
Next Steps?•More in the webinar series:
▫March 11 - Netsuite and Sage ERP X3: Solution Spotlight
•Missing something in your system?▫blyOptimize to assess how to get you there
•Perform your own Gap Analysis•See a demo of Modern ERP
▫800.425.9843, extension 2501▫[email protected]
Thank you!