Post on 24-Apr-2018
transcript
Top Ten Reasons to Migrate from Sage BusinessVision to a New Sage ERP solution
1. Apply proven best practices. Leveraging the experience of our 75,000 North American ERP customers, Sage ERP solutions are preconfigured with best‐in‐class workflows and reporting templates straight out of the box that can be customized to meet your specific business needs.
2. Support current and future business growth. Sage ERP solutions offer extended flexibility and scale to handle increasing numbers of transactions, users, and locations and provide the ability to support multiple languages, multiple currencies, and intercompany transactions.
3. Easy to use. Sage ERP solutions are role‐based and offer on‐screen guidance and one‐click access to any functions in the system. Customizable Visual Process Flows provide a graphical representation of even the most sophisticated workflows, providing a clear view of what needs to be accomplished.
4. In‐depth functionality. Rich, in‐depth core financial functionality and complementary features such as credit card processing are already built in. Sage offers solutions designed specifically for companies operating in distribution, manufacturing, and services to provide industry‐specific functionality.
5. Eliminate data silos. Sage ERP solutions connect to CRM, Payroll, HR, Intelligence Reporting, payment services, budgeting and planning and more, making the cross‐functional integration of your ERP system a reality.
6. Connect to cloud services. Sage Cloud Services extend your ERP solution to integrate seamlessly with hosted third‐party applications including freight and shipping, sales tax calculations for US, mobile apps, account monitoring and alerts, and payment processing.
7. Extend through our large ecosystem of third‐party solution providers. Easily integrate information and automate business processes with extended solutions including EDI, e‐commerce, bar codes, Point of Sale (POS), and complete suites for discrete and process manufacturing.
8. Mobile access. Mobile CRM puts the right customer information into the hands of your sales / business development team at the right time to help increase customer service and drive sales. And with mobile payments, you can collect money due anytime, anywhere with a smart phone or tablet.
9. Flexible deployment options. Sage ERP solutions are built using industry‐standard technology, and deployment options include on‐line, on premise or in a private hosted environment.
10. Flexible pricing options. Choose the deployment option best suited for your organization, Sage offers a 3‐year migration discount 60%, 70% or 80% plus additional 25% discount off Sage 300 Online during years 4‐5, at a monthly subscription, at about the same price you’re paying right now.
Plus, for current Sage BusinessVision customers, Sage is waiving activation fees to get started, giving you a Sage Business Care Gold plan on both products and making it possible for you to continue using Sage BusinessVision as you acclimate and migrate to Sage ERP solution.
If you have let your Sage Business Care lapse, you can take advantage of Sage’s offer. For a minor Activation fee, Sage will reinstate your Sage Business Care making this offer available for you.
Plan your Upgrade Today!
Sage is making it easy
and affordable to move
to a modern ERP
DB Group Consulting Inc Office Locations | Dieppe NB | HRM NS TF 866 854-2064 | salesdbg@dbgroupinc.ca | www.dbgroupinc.ca
Sage Pricing and Deployment Options Let us help you with configuring the best and most economical options
On‐Premise Perpetual licenses (purchase): Simplified pricing option, bundled simplified per user pricing, in two options Financial or Distribution.
On‐Premise Subscription‐base pricing: Same bundled per user pricing, in two options Financial or Distribution. No lengthy minimum term.
Online: Cloud‐based subscription service, there is no costly hardware to buy and maintain. You simply pay a reasonable setup fee and a low monthly subscription. Available in two options Financial or Distribution. Compared to on‐premise, certain limitations may exist.
Deployment options
On‐Premise: On your in house server, which you own or lease.
Your Private Cloud (IaaS): Your virtual space, same as on‐premise, infrastructure as a service is outsourced to provide what you need on a monthly rental fee from an IaaS provider.
Online (Cloud): Sage hosted server (virtualized with multiple tenants on the same sever) with security access to only your application.
Availability
Perpetual Licenses Subscription Base Online
Sage 300 ERP √ √ √
Sage 300 ERP (third party ISV Add‐on’s)
√ Limits exist Limits exist
Sage CRM √ √ √
Sage Intelligence √ √ √
Sage Connected
- Mobile
- Inventory Advisor
√
Sage HRMS √ Third party hosting
Sage Budget & Planning √
Integration available with
- On‐Premise Perpetual licenses (purchase), when deployed on‐premise or Your Private Cloud
- On‐Premise Subscription‐base pricing, when deployed on‐premise or Your Private Cloud
NO integration between software with online deployment; each software is on a different server
Can pricing options and deployment options be mixed?
YES only between products. Pricing options products of the same solution must be consistent (all perpetual or all subscription‐base). Pricing permits products of different solutions to be mixed.
Example: On‐Premise Perpetual licenses (purchase) Sage 300 ERP and On‐Premise Subscription‐base pricing for Sage CRM. Same could be with on premise Sage 300 ERP and Online Sage CRM
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Frequently asked questions about the future of Sage
BusinessWorks Accounting and Sage BusinessVision
Accounting
At Sage Summit 2012, Sage announced in the keynote speech that some of our more mature
products are slated for reduced investment. These products include Sage BusinessWorks
Accounting and Sage BusinessVision Accounting. This document answers some of the
questions that we have heard from our customers and partners over the past few months.
What does “reduced investment” mean?
We will continue to invest in and support Sage BusinessWorks and Sage BusinessVision for
the near future. Both products had a full release in calendar year 2013, which will be followed
by product and tax updates throughout the year.
However, as we realign our internal resources, future investment and development in Sage 50
Accounting, Sage 100 ERP, Sage 300 ERP, and Sage ERP X3 may outpace the investments
that will be made into Sage BusinessWorks and Sage BusinessVision.
Why are Sage BusinessWorks and Sage BusinessVision slated for
reduced investment?
Our customers are increasingly asking for new technologies to help them accelerate their
business growth. In response, Sage is making investments in products such as mobile and
the data cloud. The technology in Sage 50 Accounting, Sage 100 ERP, Sage 300 ERP, and
Sage ERP X3 is better suited to support these services than the technology in some of our
other products.
What is the difference between “sunset” and “end-of-life”?
For end-of-life (EOL) products, such as Sage Pro ERP and Sage PFW ERP, a retirement
date has been announced, and support and updates will end at a certain (known) date. New
license sales have ceased; renewals are only available up to the retirement date.
For sunset products, the retirement decision has not been made, and the products remain
active in support and development. In most cases, we still sell new licenses for the product,
and we maintain an active maintenance and support program. It is “business as usual,” but
with reduced future investment in the support and development of these products.
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What Sage Business Care deliverables can I expect?
Sage will continue to provide product and tax updates for Sage BusinessWorks and Sage
BusinessVision, but we will move from annual release cycles to a more agile approach where
we release product updates and enhancements throughout the year. The advantage for our
customers is that they no longer have to wait for annual releases to receive all product and tax
updates; these updates will be delivered as soon as they are ready.
How long are you going to offer support for Sage BusinessWorks and
Sage BusinessVision?
At this time, we are not ending the product life of Sage BusinessWorks or Sage BusinessVision.
Therefore any discussions about end of support are premature. However, our customers and
partners can be assured that Sage will give ample notice if retirement for any products is to be
announced, to facilitate a smooth transition to one of the more modern Sage accounting or ERP
solutions.
Should I stay active on my Sage Business Care plan?
Sage BusinessWorks and Sage BusinessVision are viable products that will serve our
customers for many years to come. Staying active on your Sage Business plan provides a
variety of benefits:
Insurance against
critical failures
Staying on plan will ensure the stability of your Sage BusinessWorks
and Sage BusinessVision system, as you always have the latest
updates and fixes.
Tax updates On-plan customers using payroll will continue to receive tax updates.
Cost savings through
the SIPP trade-in
program
On-plan customers are eligible for the migration offers provided through
the SIPP, which can save them thousands of dollars on Sage solutions
and third party products.
Credit toward Sage
Business Care plans on
destination product
For on-plan customers trading in their licenses, the monetary value of
the remaining Sage BusinessWorks or Sage BusinessVision business
care contract will be credited towards the cost of the destination
product’s Sage Business Care contract.
Dual support while
implementing the new
Sage ERP
On-plan customers trading in their licenses will receive continued
support on Sage BusinessWorks or Sage BusinessVision for another
six months at no additional cost. This means the customer has dual
support for six months, making the transition even smoother.
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What happens when Sage BusinessWorks or Sage BusinessVision no
longer meets the needs of my business?
For customers and partners not familiar with Sage accounting and ERP solutions, we
recommend attending one of our bi-weekly “Meet the family of Sage ERP solutions” webinars,
which provide an overview of our ERP and accounting solutions. Register here
Also, please reach out to your account manager, who is able to assist you in finding a solution
that will better meet your needs.
What do I need to do right now?
Sage is fully committed to support Sage BusinessWorks and Sage BusinessVision for the near
future, and we will continue to provide our on-plan customers with product and tax updates.
There is no need for customers to take any immediate action. However, the reduced investment
in the sunset products will increasingly lead to significant functional advantages of our core
products: Sage One, Sage 50 Accounting, Sage 100 ERP, Sage 300 ERP, and Sage ERP X3.
Whom do I contact if I have more questions? In addition to talking to your business partner, you may also contact Sage directly at:
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At Sage Summit 2012, Sage announced in the keynote speech that some of our more mature products are slated for reduced investment.
Since 2012
Sage Pro End of Life Retired,
March 31, 2014
Sage PFW End of Life Retired,
March 31, 2014
Sage BusinessVision Sunset
Sage BusinessWorks Sunset
Sage 500 ERP (formerly MAS 500) ???
Your business has successfully grown to the point where you need an ERP system to streamline your operations, provide critical business intelligence, and sustain future growth, but you’re hesitant to make a commitment of that magnitude because of the financial cost coupled with the anxiety of locking yourself into a system that might not be able to meet your future needs.
The power of an on-premises ERP—delivered conveniently.Sage 300 Online is the answer to your concerns. We designed it to be a next-level solution for QuickBooks and Sage 50 users who have simply outgrown their current business management system and who need something more robust to keep their business running smoothly and profitably.
Since Sage 300 Online is a cloud-based subscription service, there is no costly hardware to buy and maintain. You simply pay a reasonable setup fee and a low monthly subscription to access the powerful features and capabilities of a best-in-class ERP solution.
With Sage 300 Online, you can access financial and operational data anytime, anywhere from any Internet-connected computer. With intuitive dashboards, predictive analytics, and automatic reporting, you’ll be able to bring order to spreadsheet chaos and make better and faster decisions.
Benefits• No large up-front license fees• No expensive hardware to buy or maintain• Implementation takes hours or days instead of weeks or months• Automatic software updates—it’s always current and compliant• Minimal IT support needed• Data secure and accessible 24/7• Built-in redundancy and disaster recovery for peace of mind
The flexibility to growAs your business grows, Sage 300 Online gives you the flexibility to adapt and add users and specialized features almost immediately. It comes with a full complement of premium modules and you can add specialized modules to meet your business needs making it even more powerful.
Sage 300 Online
Grow with confidence. Work more efficiently. Make better decisions.
79% of SMBs still rely on manual Excel file uploads or custom code for integration, instead of using modern integration solutions or preintegrated solutions.1
1 Routes to the SMB Market: Cloud Is the New Normal, SMB Group, February 2014
Features and optionsIntegrated analytics and dashboardsAccess easy-to-use business intelligence with dashboards and KPIs.
Automatic version upgradesNo more worrying about budgeting for an upgrade, Sage keeps your software always up to date and compliant.
Reliable availability via cloud platformDepend on 24/7 access with a 99.5% system availability commitment.
Value to external accountantsExternal accountants can easily and securely access the information they need to advise you.
Self-service portalCustomers can easily find help and support information.
Disaster recovery planService will be available again within 24 hours.
Microsoft Office integrationCustomers get Microsoft Excel and Word for all Sage 300 Online users.
Expand beyond your bordersLeverage multicurrency and multilanguage capabilities.
Sage 300 Online
©2014 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners.
Included in Sage 300 Online: Accounting and financial management – Accounts Payable, Accounts Receivable, General Ledger, Multi-Currency, and National Account Manager
Sales and operations – Order Entry, Purchase Order, Project Job Cost Inventory Control, and Serialized/Lot Tracking
Reporting and business intelligence – Sage Intelligence Reporting. Customers get Sage Intelligence for all Sage 300 Online users.
Additional add-on features and functionality are also available. • PrintBoss enables secure and efficient printing of checks and
accounting forms. • Orchid simplifies interentity and EFT processing, automates
and simplifies the management of product returns and repair tracking.
• Pacific Technology provides workflow to drive the purchasing process, and provides transparency of cash flow, budgetary restrictions, risks and opportunities.
You own your data, and can take it and a database copy at any time without incurring cost or inconvenience.
Sage 300 Online (named user)
DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | salesdbg@dbgroupinc.ca | www.dbgroupinc.ca
Premium Edition - Modules Included Distribution
System Manager included General Ledger included Sage Intelligence Report Designer included Accounts Receivable included Accounts Payable included Multicurrency included National Account Manager included Purchase Order included Inventory Control included Serial Inventory/ Lot Control included Order Entry included Project and Job Costing included Visual Process Flow, Productivity Workflows included KPI, Business Intelligence included Microsoft Excel included Microsoft Word included
Optional Payroll – Canadian or United States optional PrintBoss optional Electronic Funds Transfer optional Purchase Workflow optional Return Material Authorization optional Funds Availability optional
Most Frequently Added Enhancements
Electronic Funds Transfer Accounts Receivable and Accounts Payable
Electronic Funds Transfer (EFT) streamlines payment and collection processes and tightens control over bank transfers. EFT Processing transfers Sage 300 ERP receipts and payments through to the electronic funds transfer functionality of your banking software.
PrintBoss Enterprise
Use only one check stock for all checks, Use standard keystrokes from your accounting package, Print your logo on any check, Specify the print order of check copies.
Purchase Workflow, Procurement Enhancement
Purchasing Workflow provides a sophisticated workflow engine with configurable rules, routing and approval functions. An easy-to-use requisition interface creates documents that are controlled through the workflow process. Purchasing Workflow enables organisations to tightly control & manage their procurement system.
Sage 300 Online (named user) Single Company Example Monthly Yearly
Owner $69 x 1 = $69 $ 828
CFO / Controller / Accountant $69 x 1 = $69 $ 828
Admin and Operations $69 x 6 = $414 $ 4,968 $ 6,624 Multi Company Example (two 2 companies) Monthly Yearly
Owner $69 x 2 = $138 $ 1,656
CFO / Controller / Accountant $69 x 2 = $ 138 $ 1,656
Company 1 Admin and Operations $69 x 5 = $345 $ 4,140
Company 2 Admin and Operations $69 x 6 = $414 $ 4,968
$ 12,420
Sage 300 ERP ‐ $120.00 per concurrent user No matter the number of companies!
Sage Subscription Licensing
Flexibility for an ever-changing business climate
Sage understands that your business needs are constantly changing and so must your management system. Supporting the growth of your
business in the right areas while reducing capital expenses and optimizing your cash flow are critical. That’s why we’re introducing subscription
licensing for our Sage ERP Solutions.
Sage subscription licensing allows you to take advantage of the rich functionality and flexibility of on-premises solutions, with an affordable monthly
payment option that adapts to your usage of the solution as your business evolves. With this low monthly payment option, you get:
• Complete peace of mind with an all-inclusive offering for financial, distribution, and/or manufacturing management.
• Access to extended functionality when you need it, for a small additional fee per month.
• Simplicity and control over payments.
• Ability to adapt the investment based on needs and use of the solution (adding/removing users or options)
— Includes ERP, financial, and operational reporting — Full user access to all premium functionality included in the product bundles — Unlimited support with Sage Business Care Gold plan — Access to Sage support, knowledgebase, and Sage University Anytime learning — All product updates and upgrades — 20% discount on real-time training and $200 discount on Sage Summit registration
— Additional software or options outside the product bundle available for a small additional fee per month — Sage CRM for $35/month per named user — Payroll for $50/month — Additional modules and Endorsed Partner solutions coming soon
— No lengthy minimum term — Ability to adjust user counts up/down — Volume discounts/tiers based on user counts
All Inclusive
Extended Functionality
Flexible Terms
The right price for your business
Sage subscription licensing allows you to manage your cash more efficiently and effectively. By spreading the costs of your software contract over
monthly payments, you are able to reduce the financial burden of a large up-front investment each year. Plus, you have the ability to adjust costs to
the actual usage of your solution and adapt to new business needs by adding or removing users and/or functionality. This provides ongoing peace
of mind that you will continue to receive the support and software upgrades that keep your system running at optimal levels.
Functionality to fit your business
Sage subscription licensing offers you the functionality you will need for your business and access to the wealth of Sage solutions and add-ons
to extend and adapt your system when needed.
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©2012 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners. 12-74532-RRD 04/12
Make Your Business Life Easier!
Choice • Access to additional Sage solutions or modules at a
minimal investment and cost per user per month
“ Choose the solutions and modules you need,
not just the one you can afford!”
Flexibility • Ability to adapt the investment based on needs and use
of the solution (adding/removing users or options)
“ Adapt your solution and cost to a
fast-changing environment”
Control • Predictable cost per month “ Increase control over your IT expenses and
adjust payments”
Peace of Mind • Get (back) full support and upgrades at a small cost per user “Make the most of your Sage solution, always”
DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | salesdbg@dbgroupinc.ca | www.dbgroupinc.ca
DISTRIBUTION BUNDLE – CONCURRENT USER BASE PRICING
Premium Edition - Modules Included
System Manager included Bank Reconciliation included Security included
General Ledger included Account Code Change included G/L Security included
Financial Report - FRX included Accounts Receivable included
Customer Number Change included AR Inquiry included
Accounts Payable included Vendor Number Change included
Transaction Analysis and Optional Field Creator included Multicurrency included General Ledger Consolidation included Intercompany Transactions included National Account Manager included Purchase Order included Inventory Control included
Item Number Change included Operational Inquiry included
Serial Inventory/ Lot Control (traceability) included Order Entry included Sales Analysis included Payroll – Canadian or United States included
eFile, web ROE, confidential payroll option included EFT Direct payroll – Canadian or United States included Project and Job Costing included
Time Card Users (unlimited) included Visual Process Flow, Productivity Workflows included
Extended Enterprise Suite – Included
CRM, Customer Relationship Management included KPI, Business Intelligence included Sage Payments, Integrated Credit Card Processing included
Available End-to-End Integrated Expansion
HRMS, Human Resources Management Solution optional Time and Attendance optional Mobile Sales and/or Mobile Service optional Billing and Payments optional Advance Budgeting and Planning optional Manufacturing optional Service Management / Equipment Maintenance optional Warehouse Management optional eCommerce, B2B, B2C, Sales Rep, Dealer portal optional
DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | salesdbg@dbgroupinc.ca | www.dbgroupinc.ca
Most Frequently Added Enhancements for Sage 300 ERP
Sage development partners increases efficiency and profitability for Sage customers, with innovative solutions that bring major business benefits.
Electronic Funds Transfer Accounts Receivable and Accounts Payable
Electronic Funds Transfer (EFT) streamlines payment and collection processes and tightens control over bank transfers. EFT Processing transfers Sage 300 ERP receipts and payments through to the electronic funds transfer functionality of your banking software.
PrintBoss Enterprise
Use only one check stock for all checks, Use standard keystrokes from your accounting package, Print your logo on any check, Specify the print order of check copies, Print security verified signatures Generate Positive Pay files from a check run, Emailing options (paystubs, T4’s , AR statements, plus more).
Purchase Workflow, Procurement Enhancement
Purchasing Workflow provides a sophisticated workflow engine with configurable rules, routing and approval functions. An easy-to-use requisition interface creates documents that are controlled through the workflow process. Purchasing Workflow enables organisations to tightly control & manage their procurement system.
Workflow Documents module, option Workflows & Notifications module, option Funds Availability, option Committed Accounting, option Web Requisitioning & Approvals, option – Cloud Based Solution
Fixed Asset Management
Asset Management is a powerful and complete asset management solution with Sage 300 ERP. The core module, Asset Accounting, can be used to process the entire asset accounting transactions, including acquisition, depreciation, adjustment, disposal, merge and split. The higher functionality module, Asset Maintenance and Asset Leasing can be used to facilitate the asset maintenance and lease management.
Info Explorer – with right-back for budgeting and forecasting
Info-Explorer from Orchid Systems is a powerful, intuitive analysis tool that allows you to explore your Sage 300 ERP data and other data, providing insight to help you increase the performance of your business. With data input too, you can budget and forecast in the same tool.
Report Manager
Report Manager provides a central point from which you can manage and run custom Crystal Reports from any Sage 300 ERP program. Do away with ugly and often difficult to use “parameters” and introduce professional looking user interfaces that can be customized to suit.
DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | salesdbg@dbgroupinc.ca | www.dbgroupinc.ca
Sage ERP – Named vs Concurrent
Named users (Sage 300 Online) vs Concurrent (Sage 300 ERP on-premise or hosted), what's the difference? Think of a named user license as "owned" by and used exclusively by the named
user assigned to it. Even if that user is not logged in at the time, their assigned
named license is not available to be used by others users. The up-side to this type
of license is that the named user will always be able to log into the software
regardless of how many other users may be logged in since their license is held in
reserve just for them.
A concurrent license or group of concurrent licenses is a “pool” of licenses that can
be used by an unlimited number of users who are assigned to use the pool. When
a user assigned to the concurrent license pool tries to log in, Sage ERP checks to
see if there is a concurrent license available and if so, they successfully log in. If
all of the concurrent licenses in the pool are in use by other logged in users, the
user attempting to log in gets an error message stating that there are no concurrent
licenses in the pool available at this time and to try again later.
The up-side to concurrent licenses is that they are shared and therefore less costly
to buy licenses for users who work on shifts or are just casual users who don’t
need to stay logged in for long periods of time or their need to log in is not time
sensitive or urgent. The down-side is that a user who needs to log in may not be
able to in the case where the number of concurrent licenses in the pool is equal to
the number of users currently logged in.
Another way to think of a named user license is like having a reserved parking
space in the parking lot. The named user always has his designated space
available whether their car is currently on the lot or not. The rest of the parking
spots are like a concurrent user license where first come first served and if a
shared spot is open when you arrive, you can park there and if no spaces are
open, you get to drive around until someone leaves the lot.
Version 2014, Sage 300 ERP users are able to see who is logged in, if they
need to approach a user to exit
Sage 300 Online
0.00
69.00
Grace Period
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6+
Per Nam
ed User
Paid M
onthly
Incremental Increase Spread Over 5 Years
75%
Based on Sage Business Care Anniversary Date
Customer is Current on Sage Business Care
0.00
69.00
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6+
Per Nam
ed User
Paid M
onthly
With Reinstatment of Sage Business Care $495.00 Activation Fee, Due First Month
Customer is NOT Current on Sage Business Care
Incremental Increase Spread Over 5 Years
75%
12/08/2014
Sage 300 ERP
0.00
120.00
Grace Period
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6+
Per Concurrent User
Paid M
onthly
Incremental Increase Spread Over 5 Years
75%
Based on Sage Business Care Anniversary Date
Customer is Current on Sage Business Care
0.00
120.00
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6+
Per Concurrent User
Paid M
onthly
With Reinstatment of Sage Business Care $495.00 Activation Fee, Due First Month
Customer is NOT Current on Sage Business Care
Incremental Increase Spread Over 5 Years
75%
DRAFT, based on Sage 300 Online 12/08/2014
Comparison Matrix
Categories Features / OptionsSage
BusinessVision
Sage 300
Online
Sage 300 ERP
On‐Premise
System Manager Yes Yes Yes
Bank Reconciliation Yes Yes Yes
Multi‐company ‐ Extra $ Unlimited
Multi‐Language ‐ Up to 5 Up to 5
General Ledger Yes Yes Yes
Account Rollup ‐ ‐ Yes
Number of Account Segments ‐ 10 10
Number of Account Structures ‐ Unlimited Unlimited
Number of Budgets ‐ 5 5
Number of Years of History ‐ 99 99
Account Code Change ‐ ‐ Yes
G/L Security ‐ ‐ Yes
Financial Reporting ‐ FRx ‐ ‐ Yes
Sage Intelligence Report Designer ‐ Yes Add on
Accounts Receivable Yes Yes Yes
Customer Number Change ‐ ‐ Yes
AR Inquiry ‐ ‐ Yes
Accounts Payable Yes Yes Yes
Vendor Number Change ‐ ‐ Yes
Transaction Analysis and Optional Field Creator Extra ‐ Limited ‐ Yes
Multicurrency Extra Yes Yes
General Ledger Consolidation ‐ ‐ Yes
Intercompany Transactions ‐ ‐ Yes
National Account Manager Yes Yes
Inventory Control Yes Yes Yes
M
o
d
u
ly
Item Number Change ‐ ‐ Yes
Operational Inquiry ‐ ‐ Yes
Serialized Inventory & Lot Control Yes Yes Yes
Purchase Orders Yes Yes Yes
Order Entry Yes Yes Yes
Sales Analysis ‐ ‐ Yes
Point of Sale Yes ‐ Add on
Project and Job Costing Yes Yes Yes
Time Card Users (unlimited) ‐ ‐ Yes
Payroll Yes TBD Yes
Confidential Payroll ‐ 2nd payroll ‐ TBD Yes
eFile Yes TBD Yes
Web ROE Yes TBD Yes
Payroll Tax Table Updates Yes TBD Yes
Direct Deposit Payroll Yes TBD Yes
Visual Process Flow ‐ Yes Yes
Sage Customer Service Relationship (Sage CRM) ‐ ‐ Yes
Sage Intelligence Reporting KPI's ‐ Yes Yes
Viewer, 1st user free ‐ Limited to users Yes
Sage Payments, Credit Card Processing ‐ ‐ Yes
Microsoft Word / Excel ‐ included to Online users ‐ Yes ‐
l
e
s
Comparison Matrix
Categories Features / OptionsSage
BusinessVision
Sage 300
Online
Sage 300 ERP
On‐Premise
Forms Custom Crystal Reporting forms Available Note 1 Available
Send email as print destination Yes Limited Yes
ODBC Connection Yes ‐ Yes
Sage Business Care ‐ Support PlanBronze, Silver,
GoldGold Silver, Gold
New version updates/upgrades ‐ Yes ‐
Customer decides when & Business Partner helps Yes ‐ Yes
Support Access Level Agreement offering Yes Yes Yes
Free account for Business Partner or SAN members ‐ Yes ‐
Microsoft SQL ‐ Yes Yes
Pervasive SQL Yes ‐ Yes
Users User profile Concurrent Named Concurrent
Pricing Options Subscription / Purchase Purchase Subscription Both
On‐Premise Yes ‐ Yes
Workstation Yes ‐ Yes
Terminal Server/Citrix Server‐Anytime, Yes ‐ Yes
Online (no server or hardware required) ‐ Yes ‐
Browser access Internet 9 or above ‐ Yes ‐
Deployment
Options
Productivity
Databases
Support
Datacenter NA Microsoft Azure (US West Coast) ‐ Yes ‐
Your Private Cloud (no server or hardware required) Yes ‐ Yes
Sales ‐ Note 2 Yes
Service ‐ Note 2 Yes
Payment and Billing ‐ Note 2 Yes
Migration tools from BusinessVision N/A Note 3 Yes
Sage HRMS / Sage Time & Attendance ‐ integrated ‐ ‐ Yes
Integrated Software Vendors, Third Party Add on's
(over 300 partner solutions available)‐ Short List Yes
Customer or partner can install ‐ ‐ Yes
Integrate existing legacy solutions, vertical needs ‐ ‐ Yes
TBD ‐ To be determined, waiting on final announcement from Sage
Note 2 ‐ Future
DB Group Consulting Inc
Locations: Dieppe NB | HRM NS
For more information call 866‐854‐2064
salesdbg@dbgroupinc.ca 24‐Nov‐14
Note 1 ‐ Report can be modified locally on customer's or Sage Business Partner's workstation, then uploaded
Note 3 ‐ Needs to be modified locally on customer's or Sage Business Partner's workstation, then uploaded
Mobile Apps
End‐to‐End
DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | salesdbg@dbgroupinc.ca | www.dbgroupinc.ca
Sage BusinessVision Migration Path
❶
Discover Stage (no cost): 5D’s,
1. Define
2. Discuss
3. Demonstrate
4. Delineate
5. Decide
Orphan customers need to execute: Reseller of Record Change Request form
❷ Current install of Sage BusinessVision, address any needs or support issues
❸
Scope of Work, Requirements Analysis: Paid engagement with following deliverables
Objectives, Constraints, Assumptions, Deliverables and Requirements for this project
Definition of required reports
Project Plan, based on timelines and milestones
Education Plan, training and implementation
Resource needs
Fixed price to complete
❹ Execute direction: Sage 300 Online / Sage 300 ERP
❺ Data extraction, data migration, any custom reports
❻ Execute Fixed Price: Project and education plan
❼ Project Completion Signoff
DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | salesdbg@dbgroupinc.ca | www.dbgroupinc.ca
Sage BusinessVision Data Migrator Tool ‐ Overview
Welcome to the Sage BusinessVision data migrator. This application will
export various major entities as well as transaction information from
the Sage BusinessVision application into CSV (comma separated) files
that are designed for use with Sage 300 ERP data import operations.
The data migrator utility is compatible with Sage BusinessVision version
2014 and higher.
The CSV files that are created by this utility will contain major entity
information like the GL Chart of Accounts; Customer Records; Vendor
Reports; Part information; as well as part costing and quantity
information. The files are organized into several directories, consisting
of one for each module.
This application relies on the Sage BusinessVision DDF's (data definition
files); as such you will be required to install the DDF files into each of
the Sage BusinessVision data directories that you would like to use with
this utility.
NOTE: Not all information from Sage BusinessVision is directly
exportable to CSV file data. Some steps will require manual
configuration steps to configure Sage 300 ERP with data from Sage
BusinessVision
Sage Payroll Online ‐ Pricing
Canadian & US Payroll Price per
Month/Employee/Company One‐time setup fee
1‐24 employees* $2.50
$99.00
25‐49 employees $2.20
50‐74 employees $1.90
75‐99 employees $1.60
100‐149 employees $1.30
150‐199 employees $1.00
200‐299 employees $0.80
300‐399 employees $0.55
400+ employees $0.50
Example 1 ‐ Staffing consistent yearly
Number of employees Rate Monthly 12 months
24 employees $ 2.50 $ 60.00 $ 720.00
Example 2 – Seasonal adjustments
Month Number of employees Rate Month
January 20 $ 2.50 $ 50.00
February 20 $ 2.50 $ 50.00
March 20 $ 2.50 $ 50.00
April 25 $ 2.20 $ 62.50
May 30 $ 2.20 $ 66.00
June 40 $ 2.20 $ 88.00
July 40 $ 2.20 $ 88.00
August 40 $ 2.20 $ 88.00
September 30 $ 2.20 $ 66.00
October 25 $ 2.20 $ 62.50
November 20 $ 2.50 $ 50.00
December 20 $ 2.50 $ 50.00
Total 12 months $ 771.00