Many Sage 100 customers are seeking a solution for the next phase of their business lifecycle. The next step for many Sage 100 customers is Sage ERP X3, the enterprise level ERP solution.
Know your options - review our webinar featuring a panel of experts from Blytheco to see a comparison of the products, and the pros and cons of moving to X3.
4. Skip Hulme
• X3 Practice Manager, Blytheco
• 25 years of professional experience in application design
and development, product management, and technology
consulting
• Senior Product Manager for both Sage 500 and Sage
ERP X3 at Sage North America
• Central role in developing the localized version of the X3
Standard Edition, including its Implementation
Methodology and Kit.
5. Charles Rogers
• Sage Solution Architect
• Blytheco's Laguna Hills, CA office.
• Specializes in training and solution design for Sage 100
ERP, BusinessWorks, Distributing and
Manufacturing, Crystal Reports and FRx.
• Over twenty years of Sage 100 ERP experience as an end
user, consultant and Certified Trainer. He is a Certified
Trainer for Sage 100 ERP, Sage
Intelligence, BusinessWorks, Crystal Reports, FRx.
• Has received the ATC National Trainer of the Year
award.
6. X3 is Powerful Automation plus
Integrated Business Processes
Streamline operations with end-to-end process integration
ACCOUNTING & FINANCE
General ledger
AR/AP
Payments
Cost accounting
Budgeting
Allocations
Fixed assets
Multi-currency, multicompany, multilegislation/multi-chart of
accounts
SALES
Pricing, quotes & contracts
Order entry
Product configuration
Inventory allocations
Delivery scheduling & shipping
Invoicing
Customer returns
Sales commissions
PURCHASING
Purchase requests
Encumbrance accounting
Requests for proposals
Purchase orders
Outsourcing/Sub-contracting
Multi-level approval processing
Contracts
Invoice tracking
INVENTORY
Multi-level warehousing and
location management
Movements and
transactions
RF data collection
Quality control
Costing
Acquisition price tracing
Inventory control
Procurement
CUSTOMER SERVICE
Contact management
Customer support
Warranty management and
service orders
Knowledge base
Campaigns
MANUFACTURING
Routings
Discrete or process batch
flow
BOM/Formula management
MPS/MRP
Technical data configurator
Costing
Quality control
Forward/backward
traceability
Shop floor control
Capacity planning
Manufacturing
Accounting
& Finance
Web Portal
Visual Processes
Workflow & Alerts
Customer Business Intelligence
Service Document Management
MS Office Integration
Search Engine
Inventory
Purchasing
Sales
7. Common X3 Misconceptions…
• X3 does not provide support for standard US
requirements, such as check printing and 1099
reporting
• The X3 development platform is proprietary
• X3 won’t run on my Mac
• X3 cannot support my accounting and financial
reporting needs
8. Are you looking for…?
▫ Global operations
▫ Growth/Scalability
▫ Automated Processes and Workflows
▫ Real-time insights into operations
▫ Deployment options
▫ Specialized functionality
9. Audience Poll:
• Are you starting to feel the “pain” of growth or
business changes causing you to rethink Sage
100 as your solution?
▫ We are feeling those pains.
▫ We are not feeling those pains now but we might
in the future.
▫ No pain – just curious.
17. Automated Workflow
ORDER
CREATION
Amount
> 30,000 ?
yes
- client code
no
• Real time tracking
of your process
• Compliant with the
latest financial rules
(SOX, LSF….)
- products/items
- total amount
Criteria
Choice
Automatic
Message to
the
appropriate
recipients
• Increase your team’s
reactivity
• Secured and track
your sensitive data
18.
19. Processes
▫ Integrated workflow (notifications, process
automation)
▫ Improves data flow and accuracy
▫ Streamlines common tasks to let staff focus on more
complex problems
▫ Graphical editor for building interactive processes
▫ Links to ERP functions, reports, documents and
procedures…
▫ Simplifies the user training, improves the efficiency
20. Insights
▫ Personalized dashboard
portals adapted by drag
and drop
▫ Combine real-time data
from a variety of sources
◦ Gadgets: KPIs, Requesters, RSS
feeds, web pages, visual
processes, and more
▫ Management by Exception
▫ Direct, interactive access
to underlying transaction
detail
21. Insights
• Real-time views with actionable data
• Adapted to the requirements of each individual’s
job function
• Increased focus on items needing attention
• Individual users can have multiple dashboards
serving specific purposes
22. Deployment Options
Native web/browser
client
Built-in web services for
third-party integration
V7 (due May 2014)
provides complete
browser and operating
system independence
Mobility
25. Deployment Options
• Eliminates cost for terminal server to provide
remote access
• No client install with the Web Client
• Simplifies integration with third-party
applications and services
26. Specialized Functionality
• Process Manufacturing
o Formula Management
o Quality Control
o Compliance
• Container Management
• Customer Service
27. Formula Management
▫ Multiple Units of Measure
▫ Complex UOM conversions (e.g.
weight, volume, linear)
▫ Scalable batch size
▫ Percentage-based recipes
▫ Co-products/By-products
▫ Weighing scales
28. Quality Control
▫ Standards enforcement
Predefine test procedures
and result formats with
technical sheets
Manage QC status of
inventory based on test
results
Maintain QC history
Update lot characteristics
at scheduled control points
(expiration, lot name, user
defined attributes)
29. Compliance
▫ OSHA, 21 CFR Part 11 (medical
devices, etc.), FSMA/HAACP (food and beverage)
Lot, sub-lot, serial tracking
Expiration/shelf-life management
Forward and backward traceability
Audit trails, security, digital signatures
31. Customer Service
▫ Service Contracts, Invoicing and Renewals
▫ Warranty Coverage and Association
▫ Service Callers and Service Contractors
▫ Tracking of “Units” Sold To Customers (i.e.
▫
▫
▫
Installed Base)
Service Requests
Assignments by Skill Groups
Assignments to
Sites, Queues, Servicemen or Sales
Service Contract Control
Solution Knowledge Base
Service Responses
Use of Internal Servicemen or
Contractors
Qualification Control and Schedule
Control
Ability to Create New Business
Opportunities
32. Q&A
• Please type your question into the Questions
pane on the GoToMeeting dashboard
33. Next Steps?
• More in the webinar series:
▫ March 11 - Netsuite and Sage ERP X3: Solution
Spotlight
• Missing something in your system?
▫ blyOptimize to assess how to get you there
• Perform your own Gap Analysis
• See a demo of Modern ERP
▫ 800.425.9843, extension 2501
▫ solutions@blytheco.com