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Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or its licensors. Customer Webcast: April 2021 for and
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Page 1: ISV webcast series

© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.

Customer Webcast:

April 2021

for

and

Page 2: ISV webcast series

© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.

Introduction

Page 3: ISV webcast series

© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.

◉ Look at more than a BI Product; a broader, modern solution for “Data & Analytics”

◉ Provide perspective to you on what makes Sage Data & Analytics unique and an

exceptional solution!

◉ Ignite your interest around data and positive analytical outcomes as a new way

working within and outside the ERP

◉ Answer common questions around Sage Data & Analytics, the Cloud and What it

means for you as customers

◉ Justly represent the effort of all who have collaborated to bring SD&A to the Sage

100 and Sage 300 community! The easy next steps are yours…

Objectives for Today’s Exciting First Look

3

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© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.

ZAP History and SD&A overviewWe are a Microsoft, Sage, SAP and Tableau Partner

• Over 20 years authoring Data & Analytics software

• Pre-built solutions for more than 15 ERP and CRM applications

• Pre-built analytics on three platforms: Power BI, Tableau, SD&A

• Several OEM agreements and partnerships

• Offices in USA, Europe, Australia and Africa. Staff available for every time zone.

• Sales partner footprint across more than 80 countries.

• A singular brand for ZAP/Sage partnership: SD&A , with 4 main components

Analytics Design• Integrated Visualization Layer• Embedded Analytics• Strong, Mature & Modern UI• Highly User Approachable UX• Excels at financial analytics• Automated Analytics distribution• “Bring your own BI tool” options (i.e.

Power BI, Tableau and others)

Data Hub Application• Automated Data Warehousing• Smart Data Connectivity • Intelligent Modeling• Third-party integrations • Data Governance• Robust Security• Microsoft Data Platform-based

Pre-built Solutions• Unified Data Models• Pre-packaged for many roles• SD&A, Tableau or Power BI• Save Time vs. Build from Scratch• Partner can

customize/extend/modify

Cloud Only• SD&A-operated & hosted• Azure-based with automated

provisioning• Reference Library for Partners• PaaS, SaaS• A web browser is the only

requirement

OFFICE

Johannesburg, SA

Page 5: ISV webcast series

© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.

Understanding your challenges

Time and cost of generating essential reports

(Sage 100 & Sage 300 reporting) is extremely

cumbersome and can take hours

Desire to be better connected to internal &

external customers, anywhere, anytime, on

any device

Want cohesive insights (understanding of

reported numbers) from dashboards, coming

from various business management

solutions

Inefficient workflow around importing financial

and operations data from various branch or

various virtual teams working in different time

zone into Sage 100 & Sage 300

Ability to make important business decisions in

timely manner with easy-to-understand

dashboards

Unable to track KPIs that require information

from various systems other than Sage 100 &

Sage 300

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© 2021 The Sage Group plc or its licensors. All rights reserved.

• SD&A provides smart solutions for SAGE’s ERP

Family that automatically deploys world-class

data and analytics.

• Producing 100s of pre-built analytical content

covering key areas such as AR, AP, Financials,

Inventory, Sales and much more.

• Provides SAGE customers with a better means

of managing their ERP data today BUT also

supports wherever you go tomorrow!

SD&A – one solution for the SAGE ERP Family

SD&A Model

Customer ItemSales

invoice

RegionDate

Rep

OTHER

ERPOTHER

DATA

CRM

Page 7: ISV webcast series

© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.

What sets Sage Data & Analytics apart?

• SD&A’s automated data management starts the differentiation from other ‘BI-only’ tools in the market

– it makes it quicker and simpler to collect, integrate, secure and prepare data for analysis.

SD&A Model

Customer ItemSales

invoice

RegionDate

Rep

Page 8: ISV webcast series

© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.

What sets Sage Data & Analytics apart?

• SD&A delivers robust, out of the box calculations that can be re-used across all analytics and managed

centrally.

SD&A Model

Customer ItemSales

invoice

RegionDate

Rep

Sample of Included Financial Calculations

• Gross margin

• Operating Profit; OP%

• EBITDA; EBITDA %, EBIT; Net Profit

• Cash to Cash Cycle

• Return on Assets & Return on Equity

• Working Capital & Working Capital Ratio

• Quick Ratio; Debt Ratio

• Debt to Equity Ratio

Sample of Included Inventory Calculations

• Avg Inv. Days of Supply

• Inv. To Sales Ratio

• Days in inventory

• Backorder Rate

• Order Fill Rate

• Inventory Turn

• Avg Daily Sales Cost

• Avg Inventory Valuation

Sample of Purchasing Calculations

• Purchase price variance (PPV)

• Procurement cost per $ spent, per invoiceOn-Time Delivery

• Full Delivery %

• Perfect Order Index Inventory Turn

• Avg Daily Sales Cost

With Numerous Other Metrics for Sales and SO

MUCH MORE!!!

Page 9: ISV webcast series

© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.

What sets Sage Data & Analytics apart?

• SD&A is live in hours, thanks to its web deployment, pre-packaged Smart data connectors, data model

and analytics for Sage 100 and Sage 300, which are automatically kept up-to-date thanks to cloud

orchestration.

SD&A Model

Customer ItemSales

invoice

RegionDate

Rep

Sample of Included Financial Calculations

• Gross margin

• Operating Profit; OP%

• EBITDA; EBITDA %, EBIT; Net Profit

• Cash to Cash Cycle

• Return on Assets & Return on Equity

• Working Capital & Working Capital Ratio

• Quick Ratio; Debt Ratio

• Debt to Equity Ratio

Sample of Included Inventory Calculations

• Avg Inv. Days of Supply

• Inv. To Sales Ratio

• Days in inventory

• Backorder Rate

• Order Fill Rate

• Inventory Turn

• Avg Daily Sales Cost

• Avg Inventory Valuation

Sample of Purchasing Calculations

• Purchase price variance (PPV)

• Procurement cost per $ spent, per invoiceOn-Time Delivery

• Full Delivery %

• Perfect Order Index Inventory Turn

• Avg Daily Sales Cost

With Numerous Other Metrics for Sales and SO

MUCH MORE!!!

Page 10: ISV webcast series

© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.

What sets Sage Data & Analytics apart?

• Customers on SD&A who move from Sage 100 or Sage 300 to other Sage ERPs can easily migrate their

data and reports seamlessly.

• SD&A plugs directly into Sage 100 and Sage 300’s databases, where they are located, which makes it

easy to pull up-to-date data when you need it! Data is refreshed daily overnight or can be manually

updated to show updates in near real time.

SD&A Model

Customer ItemSales

invoice

RegionDate

Rep

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© 2021 The Sage Group plc or its licensors. All rights reserved.

Product Demonstration

Rich Ecker

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© 2021 The Sage Group plc or its licensors. All rights reserved.

• Gives your company experience with a cloud

application

• Solve the complexities of application

management and ensure your focused on

outcomes not upgrades/uptime.

• Helps your organization see how secure and

compliant SaaS applications truly can be!

• Give you access to ANY of your organization’s

data whether it be on premises, in the cloud or

somewhere in between!

Start to benefit from the cloud

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© 2021 The Sage Group plc or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.

Cloudy with 100% chance of “Data”…

Can SD&A integrate with other cloud services?

Yes. This is a strength of the SD&A solution as it’s

a cloud native platform which can integrate with

other third-party services. Customers with multiple

data centers can use SD&A to create a central data

hub, which provides their organization a single

source of truth for their reports.

Where is SD&A data hosted?

SD&A uses Microsoft Azure for data hosting.

Canadian customers are hosted in the Azure

Canada Central data center and US based

customers are hosted in the East US Azure data

center.

Can Sage 100 customers in Canada use SD&A?

Yes. Sage 100 customers in Canada can purchase

and use SD&A just like US based Sage 100

customers.

Is Sage Data & Analytics available in French?

Sage Data & Analytics end-user experience is

available in French. The analytics are in French as

well as the modeling and maintenance of analytics.

The management of the data modeling, which is a

Business Partner activity, is currently only available

in English.

Page 14: ISV webcast series

© 2021 The Sage Group plc or its licensors. All rights reserved.

SD&A Packaging Approach

• Deliver a solution which can be deployed quickly so you, as customers, can begin

realizing value immediately

• Easy to understand pricing and packaging

• Offer pre-packaged data & analytics at competitive price points which will appeal to

a broad range of BMS customers

• Exclusively available from your Sage Certified Business Partner to provide the

opportunity for your greatest success with SD&A

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© 2021 The Sage Group plc or its licensors. All rights reserved.

North America SD&A Pricing & Packaging

6/13/2021 15

Standard Advanced PremiumEntry-level plan for basic and auto-refreshed

reporting in the cloud for Financial, AR and

AP data. Incudes the following pre-built

analytics: 6 Dashboards, 11 Reports, 55

Charts, 75 KPIs.

For more advanced analytics and data

design scenarios through a partner.

Includes training, extra data storage and

extend the pre-packaged analytics

coverage.

For enterprise deployments of Data Hub. This

plan enables full reporting and data model

design as well as Power BI integration in

addition to Data Hub's pre-built analytics.

US $259 Month US $459 Month US $799 Month

Included Included Included✔ 2 Companies 2 ✔ 5 Companies 2 ✔ Unlimited Companies 2

✔ 1 Designer / 5 Consumers ✔ 2 Designers / 10 Consumers ✔ 5 connections

✔ 10 GB ✔ 30 GB ✔ 4 Designers / 30 Consumers

✔ GL, AR, AP modules (prebuilt) ✔ All modules (prebuilt) ✔ 75 GB

✔ Analytics design & distribution ✔ Analytics design & distribution ✔ All modules (prebuilt)

✔ Maintenance & Support ✔ Maintenance & Support ✔ Analytics design & distribution

✔ 1 Scheduled refresh per day ✔ 1 Scheduled refresh per day 4 ✔ Data Model Design

✔ Anytime Learning ✔ Anytime Learning ✔ Maintenance & Support

✔ 1 Scheduled refresh per day 4

✔ Anytime Learning

✔ Power BI integration

Extras Available Extras Available Extras AvailableN/A ✔ Data Model Design ✔ Add. Consumers

✔ Add. Consumers ✔ Add. Designers

✔ Add. Data source Connections ✔ Add. Connections

✔ Add. Data storage ✔ Add. Data storage

Limits Limits Limits1 Designers / 5 consumers 2 Designers / 15 Consumers N/A10 GB Data Storage 55 GB Data storage

2 Companies 5 Companies

No Data Model Design

1 through a partner only

2 including from different remote environments

3 Billed annually & includes hosting fee

4 more available through a partner, within ZAP Fair

Use Policy

Add-Ons USD/Month

Data Model Design $ 59

Extra data source connection $ 49

Extra 25GB data storage $ 39

Extra Designer user $ 15

Extra Consumer user $ 9

Page 16: ISV webcast series

© 2021 The Sage Group plc or its licensors. All rights reserved.

North America SD&A Pricing & Packaging

6/13/2021 16

Standard Advanced PremiumEntry-level plan for basic and auto-refreshed

reporting in the cloud for Financial, AR and

AP data. Incudes the following pre-built

analytics: 6 Dashboards, 11 Reports, 55

Charts, 75 KPIs.

For more advanced analytics and data

design scenarios through a partner.

Includes training, extra data storage and

extend the pre-packaged analytics

coverage.

For enterprise deployments of Data Hub. This

plan enables full reporting and data model

design as well as Power BI integration in

addition to Data Hub's pre-built analytics.

US$3,108 Annual US$5,508 Annual US$9,588 Annual

Included Included Included✔ 2 Companies 2 ✔ 5 Companies 2 ✔ Unlimited Companies 2

✔ 1 Designer / 5 Consumers ✔ 2 Designers / 10 Consumers ✔ 5 connections

✔ 10 GB ✔ 30 GB ✔ 4 Designers / 30 Consumers

✔ GL, AR, AP modules (prebuilt) ✔ All modules (prebuilt) ✔ 75 GB

✔ Analytics design & distribution ✔ Analytics design & distribution ✔ All modules (prebuilt)

✔ Maintenance & Support ✔ Maintenance & Support ✔ Analytics design & distribution

✔ 1 Scheduled refresh per day ✔ 1 Scheduled refresh per day 4 ✔ Data Model Design

✔ Anytime Learning ✔ Anytime Learning ✔ Maintenance & Support

✔ 1 Scheduled refresh per day 4

✔ Anytime Learning

✔ Power BI integration

Extras Available Extras Available Extras AvailableN/A ✔ Data Model Design ✔ Add. Consumers

✔ Add. Consumers ✔ Add. Designers

✔ Add. Data source Connections ✔ Add. Connections

✔ Add. Data storage ✔ Add. Data storage

Limits Limits Limits1 Designers / 5 consumers 2 Designers / 15 Consumers N/A10 GB Data Storage 55 GB Data storage

2 Companies 5 Companies

No Data Model Design

1 through a partner only

2 including from different remote environments

3 Billed annually & includes hosting fee

4 more available through a partner, within ZAP Fair

Use Policy

Add-Ons USD/Annual

Data Model Design $ 708

Extra data source connection $ 588

Extra 25GB data storage $ 468

Extra Designer user $ 180

Extra Consumer user $ 108

Page 17: ISV webcast series

© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.

SD&A for Sage 100 & Sage 300 Packaging

Standard Advanced PremiumEntry-level plan for basic and auto-refreshed

reporting in the cloud for Financial, AR and

AP data. Incudes the following pre-built

analytics: 6 Dashboards, 11 Reports, 55

Charts, 75 KPIs.

For more advanced analytics and data

design scenarios through a partner.

Includes training, extra data storage and

extend the pre-packaged analytics

coverage.

For enterprise deployments of Data Hub. This

plan enables full reporting and data model

design as well as Power BI integration in

addition to Data Hub's pre-built analytics.

Includes Includes Includes✔ 2 Companies 1 ✔ 5 Companies 1 ✔ Unlimited Companies !

✔ 1 Designer / 5 Consumers ✔ 2 Designers / 10 Consumers ✔ 5 connections

✔ 10 GB ✔ 30 GB ✔ 4 Designers / 30 Consumers

✔ GL, AR, AP modules (prebuilt) ✔ All modules (prebuilt) ✔ 75 GB

✔ Analytics design & distribution ✔ Analytics design & distribution ✔ All modules (prebuilt)

✔ Maintenance & Support ✔ Maintenance & Support ✔ Analytics design & distribution

✔ 1 Scheduled refresh per day ✔ 1 Scheduled refresh per day 2 ✔ Data Model Design

✔ Anytime Learning ✔ Anytime Learning ✔ Maintenance & Support

✔ 1 Scheduled refresh per day 2

✔ Anytime Learning

✔ Power BI integration

Extras Available Extras Available Extras AvailableN/A ✔ Data Model Design ✔ Add. Consumers

✔ Add. Consumers ✔ Add. Designers

✔ Add. Data source Connections ✔ Add. Connections

✔ Add. Data storage ✔ Add. Data storage

Limits Limits Limits1 Designers / 5 consumers 2 Designers / 15 Consumers N/A10 GB Data Storage 55 GB Data storage

2 Companies 5 Companies

No Data Model Design

1 including from different remote environments

2 more available through a partner, within ZAP Fair

Use Policy

Add-Ons

Data Model Design

Extra data source connection

Extra 25GB data storage

Extra Designer user

Extra Consumer user

Page 18: ISV webcast series

© 2020 The Sage Group plc, or its licensors. All rights reserved.Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or i ts licensors.

What about SD&A Support and Education?

6/13/2021 18

Level 2

Support

Customization

RequestsPartner

Level 3

Support

Level 1

Support

Courses for Customers Include:

Analytics Design

Data Model Design

Financial Report Design

Administration

Page 19: ISV webcast series

© 2021 The Sage Group plc or its licensors. All rights reserved.

Want to Learn More? eBooks for Customers

Standard Edition Advanced Edition Premium Edition

Available from your Partner!

Page 20: ISV webcast series

Thank you

Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or its licensors.

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