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Sage ERP X3 Product Overview| Version 6.4 Overview

Presented by Bret Elliott Sr. Director X3 Pre-Sales

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Designed to Meet Mid-Sized Companies’ Unique Requirements

•Focus on productivity – Managing increasingly complex processes – With constant pressure on time and costs

• Increasing need for visibility, flexibility and collaboration – Adjusting to a fluctuating demand – Managing relationships, not just transactions – Need to deliver more value to customers

• Increasing need for global management – Cost reduction and market expansion – Gaining access to material and labor – Increased complexity and compliance

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18%

19%

21%

27%

28%

36%

45% Must reduce costs

Need to be easier to do business with

TOP BUSINESS DRIVERS IMPACTING ERP STRATEGIES

Manage growth

Improve customer response time

Adapt to global markets

Manage multiple locations

Pressure to innovate

Aberdeen Group Mid-Market Research, 2010

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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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Functional Completeness, Out of the Box

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operational

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Functional Completeness, Out of the Box

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PURC

HASI

NG

Business Partners Product Categories Purchase Planning and Ordering Purchase Delivery and Scheduling Purchase Requests Requests for Proposal Purchase Orders Contracts Encumbrance accounting Multi-level signature management Receiving Supplier Invoice Entry Supplier Returns Sub-contracting

INVE

NTOR

Y Product Data Location Management Inventory Balances Quality Control and Sampling Procurement Stock Movements & Transactions Inventory Costing Methods Quality Control Multiple Units of Measure Physical Counting Import Tracking RF Data Collection Warehousing Truckload and LTL

MANU

FACT

URIN

G Product configurator Bill of Material Work and cost center management Routings Forward/Backward scheduling Replenishment and Inter-site transfers Production cost accounting Order release Quality control & Manufacturing analysis Formula and Recipes Manufacturing Project Management Production Analytical Accounting Weighing Scales Interface

B.I. User-Defined Dashboards and KPIs

Inquiries and Reports Integration w/ Crystal Report Designer Advanced BI and preconfigured Data Cubes

PORT

AL

Web 2.0 Portal Singular Web/Windows User Interface Microsoft Office Document Integration Roles-Based User Portal Sage Visual Processes Sage Enterprise WebTop

PLAT

FORM

System Manager Integrated Development Environment Sage Visual Process Editor Automated Workflow Processing Web Services

Distribution Essentials Manufacturing Essentials

FINAN

CE

General Ledger Accounts Receivable/Accounts Payable Analytical Accounting Allocations Reports Multi-Currency Multi-Company Management Budgets Fixed Assets management Leased Assets and Concession Agreements Credit Card Processing Multi-Legislation

SALE

S Order Entry Quotes and Contracts Invoicing and Reminders Pricing Inventory Allocations Delivery and Shipping Sales Commissions Customer Returns Credit Checking Parcel Shipping Service Commitments

CRM Contact Management

Sales Force Automation Customer/Call Center Support Warranty/Service Orders Management Knowledge base Marketing Campaigns

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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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flexible

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Intuitive Workspace for Users

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easy to use 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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Extended Accessibility and Ease of Use

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easy to use 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.

with

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Improved Business Insight, Reduced Risk

12 (1) Powered by Business Objects™

decision-oriented

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.

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Two Configurations to Adapt to your Unique Environment

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• 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.

Rapid Implementation

Enhanced Usability

Designed to maximize efficiency in businesses with fewer than 50 users, looking for industry best practices and a fast deployment of the system.

• Predefined Visual Process Flows (140) by Role (16) • Predefined statistics and KPIs • Predefined Inquiries and reports

Sage ERP X3 | Standard Edition

cost-effective

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Two Configurations to Adapt to your Unique Environment

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• 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.

Increased Flexibility

Extended Functionality

For large and international businesses, with many enterprise-specific processes, looking for a flexible, adaptable system.

• Multi-Legislation. • Select add-ons and ISV solutions for advanced functionality.

Sage ERP X3 | Premium Edition

cost-effective

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Standard Edition Methodology

•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

scoping deployment testing training support

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Pricing

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Sage ERP X3 configuration

Standard Edition

Premium Edition

Platform License

Common Options

Premium Options

Per-user pricing • Core ERP features for finance,

distribution or manufacturing.

À la Carte Pricing • Choice of options for

advanced functionality, connectivity and volume processing.

From $2,610/user

Base Modules

Edition Selection • Standard or Premium Edition

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Product Editions Details

Standard Edition Premium Edition

Includes all Industry Essentials functionality Includes all Industry Essentials functionality

Preset parameters and templates, adaptable through the Standard Edition methodology kit

Full parameterization at the implementation. Customizable.

Full Web Client Role-based user portal (16 roles) Visual process flow templates (over 140)

Full Web Client Web Portal customizable by user. Visual Process Editor (templates optional)

English and/or French language Multi-currency

Multi-language (9 languages) Multi-legislation (14 legislations) Multi-currency

Optimized for mono-server environments, with Windows OS and MS SQL Server DB.

Multi-OS (Windows, Unix, Linux) 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 users and standard industry processes.

Recommended for businesses with many specific processes or global operations.

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Silver (20%) Gold (25%)

Product version upgrades and enhancements ✔ ✔

Online knowledge base ✔ ✔

Web/Email support with phone support for high priority cases

5 cases included $995 per addl 5

Unlimited

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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Support

Sage Business Care™ now available to Sage ERP X3 customers

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Proven ROI

“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 able to expand our system without additional IT resources.” Michael Stern, Director of Systems and Procedures, Sconza Candy, Oakland (CA)

“Aceto is better managing its inventory, tracking foreign exchange costs and controlling credit and order approvals.” Terry Steinberg, CIO, Aceto Corporation, Lake Success (NY)

“On-time shipments are now consistently above 90% as

opposed to 70 to 85% without Sage ERP X3, and inventory turns increased by more than 10%.” Don Lynch, Director of Operations, Golden Artist Colors (NY)

89% of Sage ERP X3 customers

think that commitments have

been met (1)

75% of companies that increased

profitability attribute this to Sage ERP X3 (1)

Sage ERP X3 customers

recorded +10% of time saved in processing and producing financial

statements (1)

(1) Ernst & Young Performance Survey – Sage ERP X3

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MIDDLE EAST United Arab Emirates Saudi Arabia Bahrain Egypt Jordan Kuwait Lebanon Oman Qatar

EUROPE France Belgium Germany Italy Poland Netherlands Portugal Switzerland Spain Austria UK

AUSTRALIA New Zealand

AFRICA South Africa Algeria Cameroon Congo Morocco Gabun Tunisia Madagascar Senegal

CHINA

SOUTH EAST ASIA Singapore Thailand Indonesia Malaysia

NORTH AMERICA United States Canada

A Global ERP Solution by Sage

• Over 3,300 customers and more than 170,000 users in 53 countries

SOUTH AMERICA Argentina

RUSSIA

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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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Sage ERPx3

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