Sage ERP X3

ENTER CUSTOMER NAME HERE | ENTER DATEENTER PRESENTER NAMEENTER JOB TITLEIntroduction to Sage ERP X31Introduction toPowerful Flexible Cost-Effective

Introduction to Sage ERP X32Agenda1.0Why Sage?1.1Company Focus 1.2Footprint with SMEs1.3Customer Experience1.4Solutions & Services2.0Solutions for the Mid-Market2.1Most Common Customer Challenges2.2Sage ERP X3 Solution Highlight2.3How It Works2.4Industry Best Practices2.5Who Are Our Customers

Introduction to Sage ERP X33

Why Sage?

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Why Sage?Introduction to Sage ERP X34Exclusively focused on supporting small and medium-sized businessesThe largest footprint with SMEsin the worldThe richest portfolio of solutions and services for SMEs to growThe best customer experience and support to succeed

At Sage we are entirely focused on small and medium sized businesses. We understand that small and mid-sized businesses come in all shapes and sizes, which is why we listen to their individual needs. Our large footprint with SMEs market across the world gives us a unique insight on the challenges customers like you are facing every day, and how to best support you in achieving your goals. This translates in one of the richest portfolio of business management solutions and services to make it easier for companies like yours to manage their business processes, with a focus on providing you with the best possible experience and support for your company to succeed.

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Our Focus: To be recognized as the most valuable supporter of SMEs by creating greater freedom for them to succeedTop 5 global demand drivers for small and medium-sized companies1. Give me peace of mind that my data is safe and secure2. Give me more control of my business to achieve success and grow3. Help my business to work more smartly and efficiently4. Connect me with a knowledgeable person when I needed them5. Give me software that is appealing and intuitive to useIntroduction to Sage ERP X35

Our goal as a company is to be recognized as the most valuable supporter of small and medium-sized businesses by creating greater freedom for them to succeed. We take pride in supporting the essentials of business performance, providing a strong foundation that allows our customers to run a successful business. This is the reason we exist, and its what makes us get out of bed in the morning.

What are those essentials? What customers told us is that there are five things they need five demand drivers we need to focus on. The brand we have built is based on addressing these needs:

They say their work lives are risky enough, and that they need to trust the basics are taken care of. Thats why we provide peace of mind through safe, secure products. They say they want a smart, efficient business. Thats why we offer tools, guidance and support for a wide range of vital processes including accounting, payroll, business intelligence and online payments. They say please keep it simple. Thats why we strive to make dealing with Sage or our products an easy experience, designed with them in mind. They say they like to be well organised. Thats why we equip them to manage the essentials, freeing them up to focus on the bigger picture and drive their company forward. They say they like dealing with real people, whenever they can. Thats why we have tens of thousands of conversations with our customers every day, resolving their issues and putting them back on track.

By meeting these needs in a way that exceeds expectations, we build the confidence you need to focus on your customers and ensure the prosperity of your business.

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The Largest Footprint with SMEsWorldwideIntroduction to Sage ERP X36

Revenue $605mMajor player in the small business market, leader in Canada and one of the leaders in key verticalsEntered the Brazilian marketin 2012Market leader in all key countriesMarket leader in South AfricaRevenue $65m*Revenue $1230mRevenue $229m2,750 employees1,300 employees7,765 employees1,785 employees* for 2011 at time of acquisition6 million + customers worldwide

Globally, Sage operates in all continents and employs over 13,000 people. We serve over 6 million customers -about half of them are in North America-, all small and mid-sized companies like yours, which gives us one of the largest footprint in this market. For you, this means a company that really knows how businesses like yours operate, and one that can ensure the best support wherever you need, now and in the future.6

The Best Customer Experienceand Support to SucceedIntroduction to Sage ERP X371.9 million support contracts36,000 customer calls daily40,000 accountant partners worldwide28,000 reseller partners

Providing you with the best possible experience is our most important objective. Thats why we pride ourselves to maintain a direct link with our customers through tens of thousands of customer calls every day and close to two million support contracts. Also, to support your business in your community, your city, your region, we support over 28,000 reseller partners and a large network of accountant partners, who are advising businesses like yours every day.

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MID-MARKET

SMBA Rich Portfolio of Solutions for SMEs to GrowFrom 0 to 1000 employeesComprehensive accounting & ERP solutionsIndustry solutions for:ServicesDistributionManufacturingConstruction & Real EstateNon-Profit & GovernmentCloud or On-PremiseSubscription or Perpetual Licensing

Introduction to Sage ERP X38

SMALL BUSINESS

BUSINESSINTELLIGENCE

PAYMENTSOLUTIONS

MOBILITY

HRMS &PAYROLL

FIXEDASSETS

ERP

CRM

Our portfolio of management solutions spans across all areas of business. From accounting to ERP, HR management, CRM, mobile solutions and payment solutions, we have your business covered as you grow or need to extend your management system, from zero to over 1000 employees.8

Introduction to Sage ERP X39

Solutions forMid-Sized Companies

But lets have a closer look at mid-sized businesses like yours and the challenges you may face every day9

ERP Demand DriversMid-MarketIntroduction to Sage ERP X310Must reduce costsNeed to manage growth expectationsDelays in decision-making from lack of timely informationMust improve customer response timeTop Pressures Driving ERP StrategiesSource: Aberdeen Group | ERP in SME, July 2012

Heres what companies like yours are generally looking to achieve with their new ERP implementation.Reduce costs: achieve higher productivity, automate more of their processes.Manage growth: extend control over their operations, add capacity to their management system, or expand operations in new regions or countriesImprove decision making: get better information faster to monitor, analyze their business, and manage exceptions.Reduce customer response time: improve customer service through faster, more integrated sales, supply chain and customer support operations.

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Most Common Customer ChallengesIntroduction to Sage ERP X311Lacks visibility into costs and marginsRushing orders by lack of accurate planning. Unpredictable supplier performance.

Excess inventory keeps growing, while still experiencing frequent stock outs from poor demand forecast.

CEOACCOUNTINGSALESMARKETINGPURCHASINGPRODUCTIONWAREHOUSE

Lacks timely information to make decisions.Struggles to gain efficiency and free up capital for growth.Spends most time on receivables and closing at the expense of accurate forecasting and cash flow optimization.Sales flatten from increasing time spent on customer issues and management tasks.Poor visibility into customers potential and stock on hand.Loses productivity from poor planning and quality control. Poor visibility into production costs.Lacks customer insight to generate demand.Stock outs create poor e-commerce experience.

Meeting your company goal is one important aspect of the solution youll choose, yet each individual in your company may chime in, looking for a solution to THEIR very specific need. We like to use such a floor plan for customers to walk us through their processes and collect the challenges we may help solve with our solutions. Heres a picture of the most common challenges customers like you may encounter

[USE THIS SLIDE TO HIGHLIGHT EXAMPLES OF COMMON CHALLENGES AND GATHER INSIGHT FROM YOUR AUDIENCE]11

Why Sage ERP X3?Introduction to Sage ERP X312

Excess inventory keeps growing, while still experiencing frequent stock outs from poor demand forecast.

CEOACCOUNTINGSALESMARKETINGPURCHASINGPRODUCTIONWAREHOUSE

Lacks timely information to make decisions.Struggles to gain efficiency and free up capital for growth.Spends most time on receivables and closing at the expense of accurate forecasting and cash flow optimization.Sales flatten from increasing time spent on customer satisfaction issues and management tasks.Poor visibility into customers potential and stock on hand.Loses productivity from poor planning and quality control. Poor visibility into production costs.Lacks customer insight to generate demand.Stock outs create poor e-commerce experience.Lacks visibility into costs and marginsRushing orders by lack of accurate planning. Unpredictable supplier performance.POWERFUL AUTOMATIONINTEGRATED BUSINESS PROCESSESAND AUTOMATED WORKFLOW

ACCURATE EVALUATIONREAL-TIME INTELLIGENCEREPORTING AND CONTROL

FAST ACCEPTANCEINTUITIVE FOR USERS AND COST-EFFECTIVE

Well, these are the challenges that we were looking to solve when designing Sage ERP X3. First of all, Sage ERP X3 provides powerful automation of your business processes, across all areas of your company. This reduces time spent to get the information users need to do their job and ensures that the right information gets to the right user at the right time.Sage ERP X3 comes with built-in intelligence to evaluate your businessUsers get a clear view of their performance and can react quickly on anomaliesSage ERP X3 is simple for usersUser acceptance is essential to harvest the benefits of ERP implementations. Sage ERP X3 is intuitive for users, ensuring fast return on your investment from greater collaboration across the company.

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Introduction to Sage ERP X313Sage ERP X3 Solution Overview

The video will start shortly. You must be connected to the Internet.

Lets see how it works[PAUSE AND LAUNCH VIDEO (you must be connected to Internet0 FOR A 3MN OVERVIEW OF THE PRODUCT ESSENTIAL CONCEPTS][While the video is playing, you may note reactions from the audience to help you focus on some of the features moving forward]13

Powerful AutomationIntegrated Business ProcessesIntroduction to Sage ERP X314ACCOUNTING & FINANCEGeneral ledgerAR/APPaymentsCost accountingBudgetingAllocationsFixed assetsMulti-currency, multi-company, multi-legislation/multi-chart of accountsSALESPricing, quotes & contractsOrder entryProduct configurationInventory allocationsDelivery scheduling & shippingInvoicingCustomer returnsSales commissionsPURCHASINGPurchase requestsEncumbrance accountingRequests for proposalsPurchase ordersOutsourcing/Sub-contractingMulti-level approval processingContractsInvoice tracking

Web PortalVisual ProcessesWorkflow & AlertsBusiness IntelligenceDocument ManagementMS Office IntegrationSearch EngineCustomerServiceManufacturingAccounting& FinanceSalesPurchasingInventory

INVENTORYMulti-level warehousing and location managementMovements and transactionsRF data collectionQuality controlCostingAcquisition price tracingInventory controlProcurementCUSTOMER SERVICEContact managementCustomer supportWarranty management and service ordersKnowledge baseCampaignsMANUFACTURINGRoutingsDiscrete or process batch flowBOM/Formula managementMPS/MRPTechnical data configuratorCostingQuality controlForward/backward traceabilityShop floor controlCapacity planningStreamline operations with end-to-end process integration

The video is calling out three major concepts of the product: AUTOMATION: functional integration and workflow automationEVALUATION: Intelligence and decision makingACCEPTANCE: Ease of use and ROI

Use this slide and the following to provide details on each aspect, with actual screenshots and examples14

Powerful AutomationAutomated Management ProcessesEvent driven, rule based workflow engine.Multi-level signature management.E-mail notifications and response.

Introduction to Sage ERP X315Accelerate and control business processes with automated workflows and alerts

Highlight workflow & alerts15

Accurate EvaluationReal-Time IntelligencePre-configured by role.Customizable by user.Real-time. Exception-based.

Introduction to Sage ERP X316

Monitor your business and make timely decisions with real-time, actionable intelligence

Dynamic audit trail by click & zoom on KPIs to access underlying records or transactions.

Develop on personal dashboards, real-time KPIs, decision making based on exceptions and ability to drill down for action.16

Integration with Sage Intelligence empowers users with a simple BI tool: no need for Excel programming, database synchronization or ERP data import/export. It just works!

Accurate EvaluationBusiness Insight On DemandIntroduction to Sage ERP X317Stay ahead of trends and unveil opportunities with easy-to-use business analysis tools and reports

Sage Intelligence preconfigured analytics17

On-screen guidance through quality procedures.One-click access to any functions of the system.Over 140 customizable templates provided out of the box.Fast AdoptionIntuitive, Process-Oriented WorkspaceIntroduction to Sage ERP X318Empower ERP users with an intuitive navigation through business processes

Develop on ease of use and ability for small businesses to reduce training time and help employees fill in for each other.18

Microsoft Office documents integrated as part of the ERP database.Secure export of customer information to Excel and Word.Microsoft Outlook integration.

Fast AdoptionMicrosoft Office and Outlook IntegrationIntroduction to Sage ERP X319Manage Microsoft Office documents as part of the customer data

Connect with familiar, popular tools in the enterprise.19

Advanced Technology Designed for the Enterprise

Web-NativeSOA / Metadata-DrivenComprehensive toolset for admin and developers 4GL Integrated Development Environment Centralized deployment and administration tools

Integrated, common tools supporting all enterprise applications:Workflow processingVisual Process FlowsPortal and User Interface (Web/Windows)BI Engine and Data WarehouseReporting toolsDB Requester (Oracle/MS SQL Server)Multi-legislation, Multi-company & Site SupportLDAP AuthenticationWeb Application Server & Web Services

The Sage Application Platform for the Enterprise - SAFE X3

Introduction to Sage ERP X3

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Fast AdoptionQuick Deployment

Based on Standard product configuration and pre-settingsDesigned to reduce costs and shorten implementation timeStructured to define, track and achieve enterprise goalsComprising project tools and deliverables designed specifically for Sage ERP X3 deploymentProviding maximum visibility to status throughout the projectIntroduction to Sage ERP X321

scopingdeploymenttestingtrainingsupportGet up and running in as low as 35 days

Why Sage ERP X3?Most important ERP selection criteria for SMEsSage ERP X3Rich functionality supporting all areas of my businessFinance, CRM, Supply Chain and ManufacturingAutomated management processes and workflowEvent-driven workflow, notifications & alertsReal-time KPIs. Actionable intelligence. User-defined dashboardsEasy to use BI tools and flexible reportsSage Intelligence integrationAdaptable to my unique business processesServices, distribution, manufacturing, process mfgScalable as my business grows. Well suited to international trade or expansion.5 to 1000+ users, multi-company, multi-site or warehouse, multi-currency, global complianceOperable over the InternetWeb clientEasy to use, beyond core ERP users.Role-based. Visual process flows.Connected to partners, suppliers and customersWeb portal or custom Web servicesOpen to Web/Mobile applicationsWeb ServicesAffordable. Fast to implement.From $2,610/user (perpetual) or $145/user/moSimple to operate and maintain with limited IT.Integrated admin tools or partner hosted

Introduction to Sage ERP X322Integrated Intelligent Flexible Simple to use Cost-Effective

Suggest selection criteria and summarize benefits of Sage ERP X322

Meeting Your Industry Best Practices

23Introduction to Sage ERP X3

Watch The VideoTestimonial

Meeting Your Industry Best PracticesFood & BeverageFDA regulatory compliance - HACCPQuality assuranceForward & backward traceability for ingredients and end-items / Recall protectionLot/Sub-lot controlBatch/continuous flow processingFormula & recipe management engineMultiple packaging units per productShelf-life managementProduct & process costingStrong order fulfillmentEfficiently fill customer orders, control inventory, plan production, and maintain quality with Sage ERP X3. It is designed to handle the industry-specific requirements of process manufacturers including: From product costing through stock status and purchasing Sage ERP X3 has enabled us to improve accuracy and efficiency. Michael SiegmundPresident, RM Foods, LLC.Introduction to Sage ERP X3

Meeting Your Industry Best Practices Wholesale DistributionHierarchal business partner structureLine-item level controlFuzzy logic customer searchMultiple order fulfillment scenarios per sales channelComplex order line capabilitiesStrong workflow & collaborative toolsUser defined allocationsAutomated RF Data collectionFlexible pricing & commission calculation toolsImport ManagementThe product is completely configurable to our business processes. Now we get more packages out the door with less staff. Barry GertnerIS Director, A.M. Leonard Watch The VideoTestimonial

Theneed to make smarter decisions, source products quickly, and collaborate with suppliers is critical. Sage ERP X3 enables you to manage your business better than ever before, providing immediate impact and ROI results you can measure.Introduction to Sage ERP X3

Meeting Your Industry Best Practices Life SciencesAutomated workflow and approvals, Electronic SignatureFormula/recipe management, variable units of measure and conversion, packaging variationsRegulatory compliance (CFR 21-11)Weighing scales interfacePowerful production cost analysisEnd-to-end traceability, Sub-lot controlExpiration date managementFEFO inventory allocationsCustomer-specific quality proceduresBatch/Continuous ProcessingConstraint based graphical schedulingBy bringing all of our corporate data together in a single system, Sage ERP X3 has become a decision-making tool for us. Fabrice FiglioliniIT Manager, Boiron USASage ERP X3 is designed to deliver process-specific functionality across the board, and help your company improve information transparency and efficiently deal with an increasing array of regulatory requirements and rigorously enforced inspections. Read the CustomerCase StudyIntroduction to Sage ERP X3

Meeting Your Industry Best Practices ManufacturingMultiple manufacturing modes: ATO, MTO, CTO, MTS, mixedExtensive costing methods promoting increased visibility, efficiency and cost controlWork plan, Manufacturing analysis w/ workflow event management & notification systemsProduct configurator / BOM managementInteractive finite/infinite capacity planning with load levelingGraphical planning and scheduling tools with optimization algorithmsQuality management and data collection toolsPut your production on the right track. Sage ERP X3 features support forpull-type or push-type manufacturing environments, and is designed to excel in build-to-stock and build-to-order environments.With Sage ERP X3, we get the visibility we were missing. Instead of waiting for a report to tell us what already has happened, we receive up-to-the- minute information while it is still actionable.Bruce EmrickIT Director, Garland Industries, Inc.Watch The VideoTestimonial

Introduction to Sage ERP X3

Meeting Your Industry Best Practices ChemicalsIntegrated quality controlInspectionsFormula & recipe managementComplex unit of measure conversion capabilitiesPlanning & scheduling optimization toolsForward & backward traceability for ingredients and end-items / Recall protectionLot & Sub-lot controlCo-products/by-productsBio-terrorism compliancyWith external market factors such as government regulations, global competition, and customer demands, Sage RP X3 delivers a practical and affordable solution that anticipates those challenges. Sage ERP X3 offered the best combination of functionality, technology, value, and implementation methodology of the systems we evaluated. Terry SteinbergVice President & CIO, Aceto CorporationRead the CustomerCase StudyIntroduction to Sage ERP X3

Introduction to Sage ERP X329What Are Customers Saying?The video will start shortly. You must be connected to the Internet.

Carson Home Accent video.Highlights:Connect with mid-sized, family-owned businesses. Typical Sage ERP X3 customers.Emphasize the tremendous flexibility and scalability of Sage ERP X3 to support unexpected, sky-rocketing production and distribution management needs over night.Call out Sage connected services (Payment solutions as example)29

What Are Customers Saying?53% of surveyed IT organizations chose Sage ERP X3 over other solutions or vendors for its scalability and ability to support growth.80% of surveyed IT organizations rated the quality of support and assistance provided by Sage as good or better.63% of surveyed IT organizations chose Sage ERP X3 over other solutions or vendors for its flexibility and ability to adapt to company-specific processes. 53% of surveyed IT organizations improved business insight and reduced risks with Sage ERP X3. 32% of surveyed IT organizations chose Sage ERP X3 over other solutions or vendors for its ease of use.

Independent Survey by Tech-ValidateIntroduction to Sage ERP X3

Support benefits with actual PROOF POINTS PROVIDED BY INDEPENDENT VENDOR.

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What Are Customers Saying?75% of the Sage ERP X3 customers recording increased profitability attribute this to their new system.72% of our customers are noticing significant improvement in management processes. 80% of our customers see the product as a significant improvement or new competitive edge for their company.89% of the Sage ERP X3 customers think that commitments made at the start of their project have been met.

Independent Survey by Ernst & YoungIntroduction to Sage ERP X3

Support benefits with actual PROOF POINTS PROVIDED BY INDEPENDENT VENDOR.

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Proven Champion in North AmericaInfo-Tech Research Group, the fastest-growing North American IT analyst firm, positioned Sage ERP X3 as a Champion in its annual ERP Vendor Landscape Report.

Rated against several enterprise resource planning (ERP) vendors in the marketplace, Sage ERP X3 was recommended as the solution that "addresses the needs of a flexible business."

"Sage ERP X3s strong adaptability and web-native architecture allows for collaboration with partners, suppliers and customers to facilitate multisite, multicountry deployments with detailed configuration requirements.George GoodallSenior Research AnalystInfo-Tech Research Group

Introduction to Sage ERP X3

Support benefits with actual PROOF POINTS PROVIDED BY INDEPENDENT VENDOR.

Introduction to Sage ERP X333Have aWonderful Day!

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