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Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008
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Page 1: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

Sage Review & Strategic Direction

David Pinches

Head of Software Group

Sage User Network AGM

February 2008

Page 2: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

2

Agenda

• Product & Suite Development Strategy– Line 500– Sage 1000– CRM– Business Intelligence– HR & Payroll

• Q&A

Page 3: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

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The evolving requirements

• Beyond departmental business processes• Towards all key business processes

ManagingFinance

ManagingPeople

ManagingCustomers

ManagingFuture

Direction

ManagingSpecialistProcesses

ManagingOperations

• These business processes• Cross departments / divisions• Are interdependent

Page 4: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

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Sage SuitesWill manage all key business processes

Accounting & Finance

HR & Payroll

Customer Management

Service & Support

Sales Management

Business Operations. Internal

& with trading partners

Marketing Management

Business Planning

Specialist Industry

Processes in Manufacturing,Construction &

Retail

IntegratedBusiness processes

Data

Reporting & Analysis

User Access

Lan, Wan, & Mobile

Page 5: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

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The Sage UK product portfolio

All UsersFinance and Operations Users

5

10

50

100

10

20

100

500

Functionality

International

1

Page 6: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

Sage Line 500

Page 7: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

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Sage Line 500 commitment

• Dedicated product management and R&D team• Themes for development

– Listening to customers to deliver what they require– Focusing on improving application usability– Improving the User Interface experience– Widening the integration capability though APIs– Supporting extended business processes outside of

Line 500• Continuing to link to other Sage software such as

SalesLogix, Sage Payport, Sage Asset Manager and SageBI

Page 8: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

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Sage Line 500 roadmap

January 2008 January 2009August 2007 August 2009

October 2007

Line 500 v7

Payroll2008/9

Line 500 v7.1 Line 500 v7.2

Payroll2009/10

Page 9: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

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Sage Line 500 v7 – key additions

UsabilityUniversal Client enhancements

Alternative BOM and Routes

Multi-company batch queue clear-down

Analysis codes in scheduled orders

Customer WishlistAuto Credit Notes

Flexible Item Reallocation

MBEs-Auto GL year-end journal -Improved aged debtors analysis

Market-driven WishlistEnhanced; Back-to-back order processing; Customer Returns module; and Credit Management module

Stock Hold and Obsolete controls

Carousel VAT (UK)

IntegrationSupport for additional transaction typesAdditional APIsSupport for .Net2

InternationalUpdate of existing formsetsTranslations for works-orderless Production, Product Management and Manufacturing Extension Pack

PlatformsWindows Vista ( UC & GUI )

Internet Explorer 7

UNIX platform updates

Page 10: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

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Sage Line 500 roadmap

• Availability of these applications with Line 500 v7 is in planning:– Update to Sage Asset Manager v1.0– Update to SageBI v7.0– Update to SalesLogix v7.1 / v7.2– Refresh Sage Retail and Payport

• Line 500 v7.1 will deliver many customer requested improvements

• As well as a number of new key modules– Snowdrop HR module– Sage payment processing

Page 11: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

Sage 1000

Page 12: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

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Accounting, Finance & Payroll

Business Information Reporting & Dashboards

Customer Management

Service & Support

Sales Management

Business Operations, Distribution,

Manufacturing

Marketing Management

Web Access & Self Serve

Business Workflow and

Alerting

Single

User Interface

Data Structures

Licence and User Management

Role Based

Configuration Environment

Sage 1000 – a single integrated business system

Page 13: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

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Sage 1000 in review

• Manage much more of a business– Front office to back office operations

• We’re delivering what customers want– Four releases in 18 months – A roadmap validated by customer feedback

• Actively marketed for acquisition of new customers– Successful ‘Invest Time’ campaign– Customers are choosing Sage 1000– 60% of sales are to new customers

Page 14: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

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Sage 1000 is becoming a ‘mature’ product with over 70 customers and some glowing references

• “We needed more sophisticated IT systems in order to meet our requirements”

• “This value will only increase further down the road”• “Sage really understands the needs and issues of UK businesses”

Information Age Effective IT Awards 2007

Most Effective Use of Information Category

Sage 1000 at Scientific and Chemical Supplies

Sage 1000 in review

Page 15: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

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January 2008 January 2009

Jul 2008v2.2 RTM

Mar 2008Payroll

Jan 2008v2.1 RTM

Jan 2009v2.3 RTM

Oct 08v2.3 HHS

Oct 07v2.1 HHS

The Sage 1000 roadmap

Page 16: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

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Session Summary

• Sage is committed to supporting mid-market businesses– Growth is organic & through acquisition

• Choice between a single integrated system and a componentised system– Sage 1000, the new offering– Sage Line 500, with commitment to delivering a full roadmap

• Delivering against our customers requests• Medium term roadmap will deliver further on

– Additional integration of the core applications– More relevant and requested applications functionality– Expanding the suite concept

• Sage is listening and responding

Page 17: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

CRM Solutions

Page 18: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

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Sage CRM Product Strategy

• Core product– Quality & performance– Customer requested features

• Integration– Out of the box ERP integrations– Integration engine, account entity, quotes/orders API.

• Localisation– Far eastern languages– Expanding European languages

• Technology– Expanded integration capabilities– Web services and .net interfaces.– Move towards more open database and browser support

Page 19: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

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SalesLogix Product Strategy

• Premium level CRM application– Sales, Marketing, Service and Support

• Best-in-class usability• Industry leading customisation • Mobility leadership with customisable support

for the most popular devices (e.g., Blackberry, PPC, etc.)

• Multi-client architecture (Web, Windows and Mobile)

• Modern architecture lowering cost of ownership

Page 20: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

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Business Intelligence

• Hitherto an independent organisation– Pulled in many directions within UK and globally– Delivery has not been upto expectations

• Now part of UK Mid Market Division• Absolute focus on

– Business Intelligence for Line 500– Business Intelligence for Sage 1000– Business Intelligence for Sage 200

• Integrated into the roadmaps

Page 21: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

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HR & Payroll

• Snowdrop & KCS Acquisitions• Mid Market – HR & Payroll Software and

Services• Significant domain and software delivery

knowledge• Can be implemented and integrated today• 2008 Development Strategy

– Integrating Snowdrop HR into Line 500, Sage 1000 Payroll

• Longer Term– HR and Payroll as a fully integrated solution set for

Sage 200, Line 500 and Sage 1000 users

Page 22: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

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Sage mid-market strategy

Questions?

Page 23: Sage Review & Strategic Direction David Pinches Head of Software Group Sage User Network AGM February 2008.

Sage Review & Strategic Direction

David Pinches

Head of Software Group

Sage User Network AGM

February 2008


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