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Introduction to Sage ERP X3 Executive Overview Faster, simpler and flexible ERP Introduction to Sage ERP X3 1

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Page 1: Introduction to Sage ERP X3 - Sage X3 | Sage Gold Business ... Sage … · Introduction to Sage ERP X3 27 “Our production planning capabilities are greatly improved thanks to the

Introduction to Sage ERP X3

Executive Overview

Faster, simpler and flexible ERP

Introduction to Sage ERP X3 1

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Do you know what makes businesses grow?

Introduction to Sage ERP X3 2

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A Business Priority for your Peers

Introduction to Sage ERP X3 3

0% 5% 10% 15% 20%

Winning new customers

Reducing my operating costs

Growing my revenue

Top business priorities for midsize businesses | All regions (Sage Global Business Index – 2013)

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Typical Challenges

Introduction to Sage ERP X3 4

INEFFICIENCIES ARE ERODING

PROFIT MARGINS 2 FINANCING

NEW INVESTMENTS IS CHALLENGING

3

COST INCREASES ARE OUTPACING REVENUE GROWTH 1

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The Best ERP Solutions Can Help Reduce Cost

Introduction to Sage ERP X3 5

57% improvement in inventory turns

20% faster cycle time from order to shipment

18% reduction in operational costs

16% reduction in administrative costs

18 % improved complete and on-time shipments

Typical benefits from best-in-class ERP implementations (Aberdeen Research – 2013)

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A Modern ERP Solution Can Help Grow Faster

Introduction to Sage ERP X3 6

Companies with more

effective data grow 35% faster*

*Research commissioned by Sage in Europe and North America shows that mid-market companies with improved data accessibility, quality, intelligence, and usability can expect a net gain of 35% more in incremental revenue year-over-year than lower performing companies.

That’s roughly $980,000 incremental revenue a year on average for a company earning $42M annually in gross revenue.

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A Modern ERP Solution Can Help Grow Faster

Introduction to Sage ERP X3 7

75% faster customer response time

75% faster process cycle time

73% increased productivity

Typical benefits from improved usability and accessibility of company data (Aberdeen Research – 2013)

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How fast will you grow?

Introduction to Sage ERP X3 8

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“Our field agents used to service 4 customers per day. As we enabled them with mobile devices connected to Sage ERP X3, this number doubled.” Philippe Scemama, CEO, Adelya (France)

Introduction to Sage ERP X3 9

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7 ways you will grow with Sage ERP X3 version 7

Introduction to Sage ERP X3 10

Usability: Get more done, faster.

Mobility: Go where your business takes you.

Control: Take back control over your business processes.

Intelligence: Get the insight you need, when you need it.

Responsiveness: Serve your customers better and earn repeat business.

Profitability: Create cash flow from within and invest in growth.

Expansion: Scale and expand to new markets or geographies.

1 2

3 4 5 6

7

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Get more done, faster

Introduction to Sage ERP X3 11

SAGE ERP X3 VERSION 7

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Introduction to Sage ERP X3 12

“Our staff spends less time looking for data and more time acting on that data.” Ganong Bros.

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Sage ERP X3 version 7 Usability

• 100% Web experience • Multi-browser • Fast adoption by users • Role-based • Process-oriented

workspace.

Introduction to Sage ERP X3 13

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Go where your business takes you

Introduction to Sage ERP X3 14

SAGE ERP X3 VERSION 7

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Introduction to Sage ERP X3 15

“Without doubt, it is one of the most powerful tools available in our organization!” João Andrade, Export Sales Manager, Novarroz (Portugal)

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Sage ERP X3 version 7 Mobility

• Mobile access from any Android, iOS or Windows Phone device.

• Mobile Web Apps include: – Expense management – Customers – Sales workflow – Purchasing workflow – Search Sales and Purchases – Stock inquiry

• Ability to create your own app with the mobility toolkit provided.

Introduction to Sage ERP X3 16

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Take back control over business processes

Introduction to Sage ERP X3 17

SAGE ERP X3 VERSION 7

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Introduction to Sage ERP X3 18

“Sage ERP X3 gives us that visibility for each one of the 5,000 parts we need, all the way from release of design drawings through to parts on the car and invoices in the finance department” Marussia Team F1

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Customer Service

Manufacturing Accounting & Finance

Sales

Purchasing Inventory

Sage ERP X3 version 7 Control

Introduction to Sage ERP X3 19

Automated workflow Extensive traceability

Multi-legislation Multi-company

ACCOUNTING & FINANCE General ledger, AR/AP Payments Cost accounting Budgeting Allocations Fixed assets Multi-currency, multi-company, multi-legislation/multi-chart of accounts SALES Pricing, quotes & contracts Order entry Product configuration Inventory allocations Delivery scheduling & shipping Invoicing Customer returns Sales commissions PURCHASING Purchase requests Encumbrance accounting Requests for proposals Purchase orders Outsourcing/Sub-contracting Multi-level approval processing Contracts Invoice tracking

INVENTORY Multi-level warehousing and location management Movements and transactions RF data collection Quality control Costing Acquisition price tracing Inventory control Procurement CUSTOMER SERVICE Contact management Customer support Warranty management and service orders Knowledge base Campaigns MANUFACTURING Routings Discrete or process batch flow BOM/Formula management MPS/MRP Technical data configurator Costing Quality control Forward/backward traceability Shop floor control Capacity planning

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Get the insight you need, when you need it

Introduction to Sage ERP X3 20

SAGE ERP X3 VERSION 7

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Introduction to Sage ERP X3 21

It takes 11.5 days on

average for managers in SMBs to be notified of events happening that are affecting their business. Aberdeen Research – 2013

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Sage ERP X3 version 7 Intelligence

• Real-time dashboards • Dynamic audit trail • Financial reporting • Statistics and inquiries • Self-service analytics • Advanced business

intelligence

Introduction to Sage ERP X3 22

Sage Enterprise Intelligence

Dashboard personalization

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Serve your customers better and earn repeat business

Introduction to Sage ERP X3 23

SAGE ERP X3 VERSION 7

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Introduction to Sage ERP X3 24

38% of midsize business executives say their company needs to become easier to do business with. Aberdeen Research – 2013

38%

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Sage ERP X3 version 7 Responsiveness

• Simple access to inventory • Create quotes on the spot • Quick access to customer data • Group collaboration • Maps • Automated workflow

notifications and alerts

Introduction to Sage ERP X3 25

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Create cash flow from within and invest in growth

Introduction to Sage ERP X3 26

SAGE ERP X3 VERSION 7

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Introduction to Sage ERP X3 27

“Our production planning capabilities are greatly improved thanks to the robust MRP capabilities in Sage ERP X3. We are notified when we run low on the raw materials necessary to meet our real and projected demands.” Edith Lauzon, director of finance and operations, Avmor Ltd (Canada)

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Sage ERP X3 version 7 Profitability

• Extensive cost control • Advanced inventory management • Enhanced forecasting • Minimum margin requirements • Purchase approval automation • Replenishment automation • User-defined dashboards and alerts

Introduction to Sage ERP X3 28

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Scale and expand to new markets or geographies

Introduction to Sage ERP X3 29

SAGE ERP X3 VERSION 7

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Introduction to Sage ERP X3 30

“I can sit here at my desk in Minnesota and quote a customer in Germany, and send off that quote in German with the amounts in Euros. Even better, I can perform the same task, just as effectively, from my iPad at the coffee shop.” John Babcock, Vice President, Satellite Industries

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Sage ERP X3 version 7 Expansion

• Multi-company • Multi-site and warehouse • Global management • Global compliance • Scalable technology,

multi-database • Web deployment • Flexible parameterization • Powerful platform and

customization tools

Introduction to Sage ERP X3 31

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How fast will you grow? Introduction to Sage ERP X3 32

Intuitive design, Web user interface

Mobile access from any device

Comprehensive functionality, end-to-end process integration

Extensive business intelligence

Collaborative workspace, automated workflow & alerts

Extensive cost control, advanced inventory management

Global management, scalable technology, flexible setup

1 2 3 4 5 6 7

Usability Mobility Control Intelligence Responsiveness Profitability Expansion

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Introduction to Sage ERP X3 33

SAGE ERP X3 VERSION 7

Sage ERP X3

Now midsize companies

can grow forward, with

faster, simpler, and

flexible ERP.

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Growing with Sage

Introduction to Sage ERP X3 34

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Why Sage?

Introduction to Sage ERP X3 35

Exclusively focused on

supporting small and medium-sized

businesses

The largest footprint

with SMEs in the world

The richest portfolio of

solutions and services for SMEs

to grow

The best customer

experience and support to

succeed

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The Largest Footprint with SMEs Worldwide

Introduction to Sage ERP X3 36

Revenue $605m

Major player in the small business market, leader in Canada and one of the leaders in key verticals

Entered the Brazilian market in 2012

Market leader in all key countries

Market leader in South Africa

Revenue $65m* Revenue $1230m Revenue $229m

2,750 employees 1,300 employees 7,765 employees 1,785 employees

* for 2011 at time of acquisition

6 million + customers worldwide

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The Best Customer Experience and Support to Succeed

Introduction to Sage ERP X3 37

1.9 million support

contracts 36,000

customer calls daily

40,000 accountant

partners worldwide

28,000 reseller partners

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MID-MARKET

SMB

A Rich Portfolio of Solutions for SMEs to Grow

From 0 to 1000 employees Comprehensive accounting & ERP solutions Industry solutions for: • Services • Distribution • Manufacturing Cloud or On-Premise Subscription or Perpetual Licensing

Introduction to Sage ERP X3 38

SMALL BUSINESS

BUSINESS INTELLIGENCE

PAYMENT SOLUTIONS

MOBILITY

HRMS & PAYROLL

FIXED ASSETS

ERP

CRM

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Introduction to Sage ERP X3 39