Sage User Network June 2010

Sage BI 1000

Business Intelligence – a definition “The ability to analyse, report and flexibly interrogate any aspect of your business performance, when you want, how you want, where you want, irrespective of underlying systems technology” “that’s what Business Intelligence has done for us” Murray Hennessy – CEO buy.com

The Sage BI Business Intelligence Solution ETL process  Sage Line 500  OLTP Data- base  Other data source  Data Warehouse  AS Data- base Cube   MS SQL ServerMS Analysis ServicesMS Reporting Services Report Structure Manager Web browser SageBI Server  Excel SageBI Client 

Sage BI - July 2010 Release Sage 1000 BI –Released with Sage ERP 1000 –Free licence included Sage BI v6 –Released for existing Line 500 / Sage 1000 customers 5

Sage BI 1000 Cubes Support use of Analysis Services 2005/8 –This will replace solution builder Sage BI Licence for both Sage ERP 1000 and Enterprise Users Default Cubes –Existing ones + Aged Debt Standard Reports –Finance, Sales, Aged Debt, Purchases and Stock –A number of dashboards may be provided User guide that provides cube dimensions and calculations Demonstration environment or a demo video Support for Windows 7 and I.E 8 clients Customer Enhancements –Suppress and Show Values: 6

Sage BI 1000 Cubes Existing –Financial (including Finance by Account Codes and Finance by Posting Codes) –Budget (including Budget by Account Codes/Cost Centres and Budget by Posting Codes) –Sales (Sales Orders and Sales Order History) –Purchase –Stock (Stock and Stock History) New –Aged Analysis (Aged Debt and Aged Credit) Cubes developed to be compatible with Analysis Services 2005/2008 7

Sage BI 1000 Feature Support Additional Features –Drill to detail at transactional level on the AS 2005/2008 cubes where previously it had been disabled. –Time analysis can be done by financial period or calendar months. It can be analysed by the following divisions of time: Financial Calendar –Fiscal Year -> Period (e.g. 01/2010) -> Date (e.g.01/02/2010) Calendar by Quarter –Calendar Year -> Quarter (e.g. Q2 2009) -> Month (e.g. June 2009) -> Date (e.g. 12/02/2010) Calendar by Week –Calendar Year -> Week (e.g. week 22) -> Date (e.g. 12/02/2010) –Time calculations are available on both fiscal and yearly calendars (e.g. 3,6,12 months to date, month over month growth, year to date etc.) 8

Sage BI 1000 Feature Support Additional Features (continued) –All the dimensions have been merged by function (e.g. Customer Invoice Details is separated into the following attributes: Invoice Number, Invoice Region, Invoice Territory) and grouped by hierarchy (e.g. Customer Invoice Details belongs to the Customer hierarchy). –Reports are easier to modify with a tidier appearance –Easy to create reports combining separate cubes which means more flexible reporting (available on Sales and Stock cubes). –‘Growth in Sales’ KPI added to the Sales cube. 9

Sage BI 1000 Growth In Sales 10

Sage BI 1000 Standard Reports Finance –Balance sheet Analysis –Trial Balance Analysis –Profit and Loss by Cost Centre Analysis –Profit and Loss by Posting Code Analysis –Cumulative Budget vs. Actuals by Cost Centre –Cumulative Budget vs. Actuals by Posting Code –Accounts with Variance Exceptions 11

Sage BI 1000 Profit & Loss by Cost Centre 12

Sage BI 1000 Standard Reports Sales –Top Customers –Worst Paying Customers –Average Days to Pay –Most Profitable Customers –Sales by Product –Sales by Customer by Month –Top 20 Selling Products –20 Least Profitable Products –Time to Despatch (By Required Date) –Time to Despatch (By Order Date) 13

Sage BI 1000 Standard Reports Aged Debt –Outstanding Invoices by Due Date –Outstanding Invoices by Transaction Date Purchases –Top Suppliers –Purchasing Trends –Time to Receive Stock –Movements by Product Group –Movements by Transaction Type –Valuation and Quantity over last 3 Months 14

Sage BI 1000 Summary 15 Additional cube Additional features from adopting later versions of Analysis Services Package of standard reports Standard template dashboards

Product Demonstration

Questions

Sage Representatives David Hoyland –Customer Experience Richard Aird Tricia Richardson –Sage Support Clinics Graham Hoyle Shashi Nayak Andrew Credland –Enterprise R&D 18

Sage ERP 1000

The story so far…………..

Customer Story 21 Where we were…. Where we are…. Line 500 Sage 1000 Where we’re headed… Sage ERP 1000 version 3.0 ERP SCRM SSLX OR And beyond v3.0…HR/Payroll

Customer Story 23 Where we were…. Where we are…. Line 500 Sage 1000 Where we’re headed… Sage ERP 1000 version 3.0 ERP SCRM SSLX OR And beyond v3.0…HR/Payroll

Customer Story 25 Where we were…. Where we are…. Line 500 Sage 1000 Where we’re headed… Sage ERP 1000 version 3.0 ERP SCRM SSLX OR And beyond v3.0…HR/Payroll

Strategy

Usability and User Interface –Modern look and Feel –Business process alignment Interoperability –Flexible integration between Sage 1000 ERP and modules Reporting –Integrated reporting solution to deliver basic reporting Creation of a true Sage 1000 “suite” –ERP – covering usability, reporting and integration –CRM – CRM/Sales Logix –HR & Payroll 28

29 Sage ERP 1000 Suite Sage 1000 Integrated Business Processes, Data, Reporting and Analysis Accounting & Finance Business Operations. Internal and with trading partners HR & Payroll Business Intelligence Marketing Management Customer Management, Service and Support Specialist Industry Processes in Manufacturing and Retail Business Planning Sales Management

Sage ERP 1000 version 3.0

31 Sage ERP 1000 Version 3.0 Scope UI and Usability Total forms conversion across breadth of ERP Lists feature and default content for key applications Reporting Modern Sage ERP 1000 reports and prints output Default set of modernised reports for key reports Intuitive Data Model Standalone report designer for adhoc reports Integration Sage CRM integration Sage Sales Logix integration

Product Demonstration

Product Demonstration Summary –Improved Look and Feel Promotes a positive user experience –Action Lists Proactive Reactive Increases User productivity Application Architect –Reporting Intuitive Data Model (IDM) Sage Report Designer (SRD) –Easy to Use, demystifies data tables – , Fax or print –Stand Alone –Ease of upgrades New Layout Designer Forms Conversion Tool Print Hints Tool 33

Changes in Sage ERP 1000 Version 3 Automatic upgrade from S1000 v2.3 and L500 v7.1 System (subject to confirmation) –Windows Server 2003/2008 –MS SQL Server 2005/2008 –Client IE 7/8 only –Windows 7 –Virtualisation Hyper V, ESX,ESXi 34

Delivery Timing 35 June 2010 ERP Early Adopter Site 30 th July 2010 ERP RTM TBC ERP+CRM Early Adopter Site TBC ERP+CRM RTM Monthly Cloud Evaluation Server Updates

ISVs With Datalinx, Codis, Technology Partners, RAM and Configur8tor also having attended the ISV day and to be further engaged with as part of the Sage ERP 1000 v3 journey.

Sage 1000 v3.01- CRM Integration

38 Sage ERP 1000 Version 3.0 Scope UI and Usability Shallow forms conversion across breadth of ERP Lists feature and default content for key applications Reporting Modern Sage ERP 1000 reports and prints output Default set of modernised reports for key reports Intuitive Data Model Standalone report designer for adhoc reports Integration Sage CRM integration Sage Sales Logix integration

V3 Architecture 39

Adding an Order 40 ERP Product List SData CRM Pricing calculation Create Order Save Order Order Visible Edit Read Only

Sage ERP 1000 version 3.0 Benefits Summary Simple to use modern user interface – minimal training costs List functionality within key areas of ERP - users save time and increase productivity Web technology interface – minimises hardware investment and results in efficient, low cost deployment Intuitive integrated reporting – understand business performance, based on easy to access, real time information Choice of integration with best of breed CRM solutions - customers can choose the right sales, marketing and service management solution for them 41

Sage 1000 strategy and roadmap plans

Feedback Sage ERP 1000 v 3.1 Usability –Continuation of modernisation of UI –Modern patterns for example tabs and grids Reporting –Continuation of modernisation of UI –Increase flexibility of Intuitive Data Model –Document Store –Distribution format and scheduling –BI suite integration Integration –Integration with HRP KCS Snowdrop Payroll Functional Requirements –Continued modernisation of product features –VAT return, cash management and order processing areas 43

Sage 1000 Suite Architecture Payroll ERP CRM k-PAYE Sage 50 Payroll Line 500 Payroll Line 500 SageCRM Sales Logix UI Web based workspace DB Sage Reporting Value- Add 3 rd Party Integrations DB Data Warehouse Sage Services (e.g. Mobile) UI SData Single Sign-on UI HR Sage 1000 HR

Roadmap (subject to change) Version 3 (2010) Smart User Interface Information Management (Reporting & BI) Interoperability (SalesLogix or Sage CRM) Suite Extensions HR Virtualisation Asset Management Version 3.1 (2011) Smart User Interface Interoperability (K- Pay Payroll) Reporting ( Document Management, scheduling and delivery Deep Refreshes across ERP Single Sign on Business Process Reengineering Version 3.2 (2012) Customer Driven Development Information Management Dashboards/Portals (Workspaces) Integration Sage 50 Payroll Business Process Reengineering Version 3.3 (2013) Customer Driven Development Workflow Interoperability (Sage Pay) Business Process Reengineering Version 3.4 (2014) Customer Driven Development Workflow Interoperability ( Mobile and eCommerce) Business Process Reengineering

Answers & Questions Graham Hoyle & Andrew Credland

47 Actionable Lists Q: Can we create our own lists? A: Yes. A new tool “Application Architect” will allow the definition of new lists and views based on any entity or named query on the intuitive data model. Within this tool, the visible fields, sorts and filters can be set. We will provide some key lists out of the box, but these are completely customisable. Q: Can we add our own buttons to lists? A: The designer of the list will be able add actions buttons for that list based on the application options (e.g. new sales order). We hope to extend the mechanism to later to allow other applications similar to the capabilities of the TCR mechanism.

48 Reporting Q: Can other PDF readers be used as well as Adobe? A: Adobe is the recommended reader but we have tested with ‘Foxit’ and ‘Perfect PDF’ we anticipate other readers will work Q: Are the PDF tags kept? A: The PDF is generated each time at run time so any tags would be recreated Q: Do line printers disappear can there send print to a tray? A: New reports will output to standard printers. It may be possible to use line printers for legacy reports. Q: What’s happening with the ‘Spooler Manager’? A: The spooler will remain as is but be updated to handle the new PDF

49 Reporting (continued) Q: Can reports be ed? A: Yes Q: Will reports export to Excel? A: Reports can be saved as PDF, XLS or XML Q: What barcodes does the ‘Sage Report Designer’ support? A: Show ListShow List Q: Are barcodes kept on the print in a format which can be scanned? A: Yes

50 Integration (Current thinking) Q: Can the synchronisation be just one way? A: Synched items such as accounts will be two way by default. A role concept is being reviewed to achieve one way updates. Q: Does the security model support who can change elements which impact the entire system such as prices? A: Services like prices deliver prices only from ERP. The role concept is being reviewed to achieve further control such as who can create an order from CRM. Q: Is the data held in both systems for offline/online usage? A: Yes. Synched items store data on both side to enable offline usage. Q: When synchronising how do we handle changes such as: stock or account balances? A: The synchronisation handles this and further details TBC

51 General Q: How are the 3 rd party integration progressing? AA: Show progressShow progress Q: What’s happening with the CRM integration? A: We are working with the CRM teams (Sage CRM and Sales Logix) to design and develop the solution which considers your feedback with the expectation of a release this year. Q: Is there any news on ‘End of Life’ for old Line 500 versions? AA: Based on feedback we are looking at an incentivised migration strategy Q: When is Sage ERP 1000 v3.0 being released? AA: The release to market date is 30 th July 2010

52 Questions Feedback Comments

53 Report Designer Barcode support Brookland EAN Aztec MSI Codabar Code11 Code128 Code39Standard Code39Extended Code93Standard Code93Extended DataMatrix EAN8 EAN13 EAN14 GSI128 Interleaved20f5 ITF14 MacroPdf417 QR Standard2of5 UPCA UPCE SSCC18 Common Barcodes Less Used Barcodes Key:

Thank You