The Checklist for Modern ERPJanuary 14, 2014

Agenda Today:•Introductions and Housekeeping•What is Modern ERP?•Comparing the categories•Q&A•Next Steps

Introductions

•Alicia Anderson – Facilitator▫Marketing, Blytheco▫Atlanta-based

Skip Hulme• Sage X3 Practice Manager• In Blytheco’s Laguna Hills, CA office• 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.

Rick Cobb• NetSuite Solutions Architect• Sage Pro Consultant • In Blytheco's Denver, CO office• Over twenty-four years of business information

system implementation experience, plus certifications in Sage Pro ERP, Sage 100 Extended Enterprise Suite, and is a SalesLogix LAN Engineer. 

7

What is “Modern ERP”?

•Capabilities based on technology improvements that help improve business performance

•Available in newer solutions such as NetSuite and Sage ERP X3

•Also available as traditional ERP systems (such as Sage 100) evolve.

Modern ERP Capabilities

•Workflows and Collaboration

•Reporting•Mobility•Deployment options

Workflows and Collaboration

Workflows: Legacy ERP

11

Workflows – Legacy Transitioning to Modern ERP

12

Workflows – Modern ERP

• Intuitive navigation through business processes

• On-screen guidance through procedures.

• One-click access to any functions of the system.

• Automated alerts to accelerate and control business processes

• Event driven, rule based workflow engine.

• Multi-level signature management.

• E-mail notifications and response.

Workflows – Modern ERP

Collaboration – Legacy ERP

CEOCFO

Sales Rep/Manager

ShippingManager

Customers

Vendors Partners

ECOMMERCE

MANUFACTURING

ERP

CRM+SINGLE DATA

SOURCE

Production Manager

Ecommerce Manager

Collaboration – Modern ERP

How does it help you?▫ Enforce business rules

consistently and automatically

▫ Nothing falls through the cracks

▫ Reduces time spent on tracking things down

▫ Increases visibility of workflow of team members Including

vendors/partners/customers

▫ Focuses attention on high-value activities

▫ Focuses attention on exceptions

Workflows and Collaboration

Custom approval processesDrip marketing campaignsData entry validation/enforcementNotifications

SupportCollectionsSales

Custom user interfaces (UI)Use your imagination!

Reporting

Reporting - Legacy ERP

Reporting - Legacy ERP

20

Reporting - Legacy transitioning to Modern ERP

21

Reporting - Legacy transitioning to Modern ERP

22

Reporting - Legacy transitioning to Modern ERP

23

Reporting - Legacy transitioning to Modern ERP

Reporting: Sage X3

•Screen shots needed here

Reporting - Modern ERP

25

•Simple intelligence tools: no need for Excel programming, database synchronization or ERP data import/export.

•Stay ahead of trends and unveil opportunities with easy-to-use business analysis tools and reports

Reporting - Modern ERP

Reporting: NetSuite

Reporting - Modern ERP

Reporting: Modern ERP

– Easy for the end-user and intuitive– Real-time information for decision-

making– Personalized, easily configured– Out of the box

How does it help you?

Mobility

Mobility - Legacy ERP

30

Mobility – Legacy transitioning to Modern ERP

31

Mobility – Legacy ERP transitioning to Modern ERP

MobilityComplete visibility and management from your mobile device

Self-ServiceSubmit web based time and expenses and requests via the webSelf-serve customers, vendors, partners

Visibility from AnywhereReal-time role based dashboards Self-service reporting and analyticsPersonalized

Mobility - Modern ERP

▫Enables collaboration with partners and vendors

▫Keeps teams productive when they are on the road and in the field

▫Reduces IT workload

Mobility - Modern ERP

How does it help you?

Deployment Options

35

Deployment Options - Legacy ERP

Deployment Options - Legacy transitioning to ERP

Deployment Options – Modern ERP

• User-centric collaborative workspace

• Secure access to functions and data via local and extended networks, including https mode

• Fully Web services compliant (XML, UDDI, WSDL, SOAP, REST)

Deployment Options – Modern ERP

Deployment Options - Modern ERP

▫Scalability▫Greater processing capacity▫Data centers often do a better and cheaper

job than many companies can do on their own

▫Reduces IT workload▫Choice of server platforms (X3)▫Available anywhere, on any device, at any

time

How does it help you?

40

To sum up…

•Modern capabilities help you take advantage of technology improvements to improve business performance.

•Available in new systems and as add-ons to traditional systems.

41

Feel like your system needs a refresh?

•Bly:Optimize – Business Process Optimization

•Service exclusively for Blytheco customers

•Consultant evaluation and “tune up”•Understand what’s available, what would

improve performance•Clear, cost-effective recommendations

Q&A

•Please type your question into the Questions pane on the GoToMeeting dashboard

Next Steps?• More in the webinar series:

▫ February 11 - Taking Sage 100 to Sage X3: Comparing the Solutions and Finding the Best Fit for You

▫ March 11 - Netsuite and Sage ERP X3: Solution Shootout• Missing something in your system?

▫ blyOptimize to assess how to get you there• Perform your own Gap Analysis• More must-haves? Top 10 Checklist PDF• Attend a Sage Inspire Tour meeting in your city.• See a demo of Modern ERP

▫ 800.425.9843, extension 2501▫ solutions@blytheco.com

Thank you!