Danica Weappa, Product Marketing

Sharon Burgos, Senior Sage Consultant

RKL eSolutions, LLC

May 19th 2015

Focused. On you.

Sage BusinessWorks Migration

Agenda

• Introduction

• Sage plans for the future

• Sage BusinessWorks migration options

• Data migration

• How to plan for the transition

• Pricing

• Demo – (if time permits)

• General Q&A

Key Facts About RKL eSolutions, LLC

Competency

• Small and Medium-Sized Companies

• IT Infrastructure and Support

• Certified Sage Reseller and Sage Endorsed Solution Partner

Customers

• Support more than 530 Sage ERP customers

• Clients in 40 states with offices in Boston, San Francisco, Sacramento, Denver, Lancaster, Tampa, Phoenix, Cleveland

• Among Highest Customer Satisfaction scores of all Sage NA Partners

Company

• In Business since 2002

• National presence with

consultants across the US

• Subsidiary of RKL, a large

regional CPA & member of

global McGladrey Network

• 53 employees of RKL

eSolutions and growing

Top Small to Medium Size Business (SMB) considerations

• Focus on Reducing Complexity in today’s business world

• Leveraging Cloud and mobility – and the Convergence

• Generating Intelligence from the preponderance of Data

• Staying focused on Mission Critical decisions

• Accounting and ERP products need to be connected, be mobile, provide intelligence, and be easy to use.

What is changing for SMBs

• Businesses now running online 24/7

• Global is the new Local

• Business reputation, information, and challenges are online

• Thriving in a connected world

• Data is Power – speed and access help decisions.

Why are we here?

• Sage will continue to support Sage BusinessWorks customers based on the needs of your business.

• Sage BusinessWorks has been designated as a Heritage product.

• We know that internal and external forces can change your business requirements.

• Sage and your partner can help you move to another Sage product when you are ready for additional functionality, mobility, intelligence, or other connected services.

Migration Options

Options Benefits Risks Cost

Running unsupported software Low High Variable

Purchase and implement another Sage

Solution

High Low Medium

Purchase another Sage Solution,

implement later

Low Medium Low

Purchase and implement competitive

product

Low Medium Medium

Implementation

• What is to be Expected:• Review the conversion/implementation process and create a scope of work

that maps your existing modules such as: Financials, Distribution, and Payroll.

• Assess processes in the legacy system that have not yet been automated suchas manufacturing.

• Once processes are outlined we will work together to map out a strategy tobring these work flows into the new Sage solution and automate them.

• Discuss conversion of master-files and historical data.

Sage Investment protection plan

Perpetual License Trade-in Credits Expire 6/30/2015

$1,500 per User Trade-In Credit for migrations to Sage 100 ERP

$2,000 per User Trade-In Credit for migrations to Sage ERP X3

$750 per User Trade-In Credit for migrations to Sage 100

$2,000 per User Trade-In Credit for migrations to Sage ERP X3

On Plan Customers

Sage BusinessWorks

Off -Plan Customers

Sage BusinessWorks

• Project Scope – RKL eSolutions will sit down with your team to review your current business processes, how you are using Sage BusinessWorks, and map out what you would like out of a new solution.

• Timelines – Whether you want to implement now or in a couple months throughout the implementation period we will work at your pace.

• Incentives - Through the Sage investment protection plan (SIPP), Sage is offering significant trade-in incentives, the current round of incentives is set to expire 6/30/15, and discounts are never going to get better than they are today! SIPP deadlines are subject to change at anytime.

Summary

Sage continues to support your Sage BusinessWorks system.

As your business objectives and needs change, and the environment around us changes, we have solutions to support you now and in the future.

Complimentary assessment of your situation.

Maximize your Sage investment with reliable and predictable Migration Methodology.

Our goal is for you to go live with the new software package at your pace and efficiently as possible.

1. http://www.rklesolutions.com/sage-businessworks/

2. Our blog: http://www.rklesolutions.com/blog/

3. Email ?s to Danica Weappa @ dweappa@rklesolutions.com or call 717-735-9148

Contact RKL eSolutions to learn more about your Sage BusinessWorks migration options.

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