Idea Jam 1.0 Reporting on Demand Vincent Pate Laura Schlegel Dennis Stejskal Christa Brown Char Ferguson Roberto Chavez Rachel Houghton

Problem: NetPromoter scores indicate reporting is the #1 problem. Customers cannot: Find Customize Share Lack of satisfaction in reporting leads to dissatisfaction, low retention, and high cost of support. Addressing this makes for happier clients, higher M&S, lower support costs. Customers cannot: Find: Product ships with a lot of reports, but customers cannot find the one they want when they want it. Customize: Customer does not have knowledge to modify reports, support cannot customize due to support policy. Cost of consulting for customizing reports too high. Share: Customers do not have needed/standard reports. Many reports created through multiple means that are not available for general consumption. User community is very large, resulting in thousands of unique reports with no way to share. Sharing is the unique way to differentiate Sage.

Solution: Find: In-product report finder/search tool Customize: Quick, free training on common or basic work processes or flows delivered through web-based means. YOUTUBE Share: Online report community What is your proposed solution, again less is more be concise and clear (just state the facts, sell the idea on the next slide “Benefits and Barriers”

Benefits & Barriers: Provides tools for better decision making leading to customer growth and profit. Increased customer satisfaction and revenue (M & S retention) Reduced costs for development and support Long term: Sage Marketplace? Barriers: resources/costs to develop Sell like Hell! Why is this going to be the greatest thing to hit CRE?? Identify any limiting factors! Barriers could be anything: money, time, complexity, shift in mind set, will not be politically correct, ………………….

Underlying Magic/Technology: Community portion (sharing) – InfoCenter? Or Customer Portal? Visibility, ease of accessibility (YouTube) Web-based content delivered as developed One solution that can be implemented across CRE - content is delivered as it is developed, rather than waiting for release.?

Next Steps: Customizations: Report finder tool Sharing Marketplace Identify common Create videos/demos Deploy Report finder tool Sharing Marketplace