P-ERP39 – Introducing Sage ERP X3 Standard Edition Skip Hulme, Sr. Product Manager

CPE Credit In order to receive CPE credit for this session, you must be present for the entire session. –Session Code: P-ERP39 –Recommended CPE Credit = 1 –Delivery Method = Group Live –Field of Study = Specialized Knowledge and Applications Visit the Sage SummitConnect kiosks to enter CPE credit during the conference.

Introductions Skip Hulme, Sr. Product Manager Sally Swoboda, Sr. Business Analyst Miwa Gutierrez, Sr. Business Analyst Lynne Adamson, Sr. Manager, Customer Support This presentation will be available online after the conference. You will receive an for the Summit session website approximately 1-2 weeks after Summit. Follow us on –Use the official Summit hashtag: #SageSummit

Session Objectives After participating in this session, you will be able to answer the following questions: –What is Sage ERP X3 Standard Edition? –When is a prospect a good match for Standard Edition? –Why choose Standard Edition instead of Premium?

What is Sage ERP X3 Standard Edition? Preconfigured to meet common core mid-market requirements out of the box, with reduced need for adaptation and limited resources. Guided implementation methodology, based on the product configuration, including templates and a project management toolkit to complete the deployment with limited resources and time. Rapid Implementation Enhanced Usability Designed to maximize efficiency in businesses with fewer than 50 users and limited resources, looking for ERP best practices and a fast deployment. Predefined Visual Process Flows (140) by Role (16) Predefined statistics and KPIs Predefined inquiries and reports Rich Functionality Functionally complete out of the box, for finance, sales, purchasing, inventory and manufacturing management (one product!)

Typical Customers… Looking for ERP expertise Sage ERP X3 partners understand the business of our customers and are experts in ERP implementation. Have complex business processes Are under time and resources pressure Have a limited budget Value the support of a dedicated partner, close to their business Sage ERP X3 Standard Edition offers the full power of the Sage ERP X3 solution: no core functionality has been removed. Sage ERP X3 Standard Edition is pre-configured for rapid implementation, is easier to manage and simpler to use. Sage ERP X3 Standard Edition reduces implementation costs and can be managed with minimal IT resources. Sage ERP X3 partners are close to their customers and offer a wide range of services and assistance when needed.

Goals of the Standard Edition Solution 5 main objectives characterize the approach driving the Standard Edition solution: Reduce implementation cost and timeframes Ease the learning curve through best practices Increase efficiency through ready-to-use deliverables Provide clear visibility to project status and progress Ensure that the commitments made at the beginning of the project are met

The Solution Components Sage ERP X3 Standard Edition, the product –Developed on the foundation of Sage ERP X3 (NOT a different product!) –Comprising a comprehensive set of features and capabilities –Designed to adapt to the specific needs of the enterprise Sage ERP X3 Standard Edition, the preliminary configuration –Created from a functional-role perspective –Includes a library of process flows based on customer best practices –Initialized with standardized reports, forms, KPIs, parameters and settings –Adaptable to the specific business rules of the customer Sage ERP X3 Standard Edition, the implementation methodology –Designed to reduce costs and shorten implementation time –Structured to define, track and achieve enterprise goals –Comprising tools and deliverables designed specifically for this edition –Providing maximum visibility to status throughout the project

The Standard Edition Product and Configuration Functionally complete, out of the box Preconfigured to accelerate deployment and user productivity in businesses with fewer than 50 users, looking to adopt industry best practices Preset elements include: –General parameters and data flows –User roles (16) –Visual process flows for users (140) –Chart of account and categories –Standard reports (440) –Statistics and KPIs (50) –Data import templates –Configuration guide

One Single Platform to Support Growth Sage ERP X3 Technology SOA/Web-Native | Collaborative Workspace| Process-oriented Customization Tools | Authentication & Security | Web Services Multi-company & site | Multi-currency | Multi-language Sage ERP X3 Applications Finance | Sales | CRM | Purchasing | Inventory | Manufacturing Business Intelligence | Reporting | MS Office Integration Standard Edition Preconfigured deployment Predefined roles and process flows Fast implementation methodology Single legislation | Optimized for businesses with fewer than 50 users Premium Edition Extended Parameterization Options for advanced functionality, connectivity and volume processing Multi-legislation | Scalability up to thousands of concurrent users A Natural Evolution

The Standard Edition Methodology and Kit Structured analysis and implementation system to ensure a consistent, reliable process –Designed specifically for Standard Edition “out of box” settings –Tools and templates organized by folder 00 Pre-Sales Support 01 Description of the Standard Solution 02 Steering 03 Product Preparation Support 04 Scoping Presentation 05 Procedures 06 User Guides

Project Planning and Management Tools 01 Description of the Standard Solution 02 Steering Planning –Project Quality Plan (PI000) –Project Configurator (PI004) –Project Team Assignments (PI003) –Preparing the Project (PI001) Management –Project Monitor (PI002) –Steering Committee Presentations 0 – 5 –Milestone Sign-Offs  What does the “out of box” solution look like?  How is a standard project conducted?  What are the time and workload estimates?  Who does what?  When are tasks scheduled and completed?  How are we tracking against plan?  What and how did we do?  Have we completed this phase? Concerns?

Overview of the Project Quality Plan (PQP) Scoping 6 weeks Scoping 6 weeks Implement 3 weeks Implement 3 weeks Testing 9 weeks Testing 9 weeks Training 4 weeks Training 4 weeks Support 3 weeks Support 3 weeks Project Milestones M0 – Project Launch M1 – Description of Target Solution M2 – Installation of Target Solution M3 – Acceptance of Target Solution M4 – Go-Live Approval M5 – Final Production Sign-Off M1M2M3M4M5M0 35 – 50 consulting days* over 25 weeks days6 - 8 days days2 days4 - 7 days *Distribution Suite = 35 days Manufacturing Suite = 50 days 22 weeks from Launch to Go-Live 25 weeks to Final Production Sign-off

Scope Implement Test Train Support M1M2M3M4M5M0 Repeatable Approach Activities Tools Deliverables M M Project Phase

Testing Training ImplementationScopingSupport Project Quality Plan: Activities by phase Launch Meeting Adaptation of Target Solution Project Team Training Target Description Adjustment Procedure Development Functional Overviews Data Migration End-User Training Production Rollout Scoping Interviews Acceptance Testing Startup Assistance Target Description Elaboration Target Description Review Target Solution Installation Target Solution Review Go-Live Plan Review Live Production Review

Project Quality Plan: Tools by phase Sales Presentation Description of Target Solution Target Solution Target Solution Adapted Start-up Procedure Project Preparation Document Setup Guide Description of Target Solution Final Description of Target Solution Data Integration Kit Launch Meeting Deck Data Integration Kit Steering Committee No. 3 Deck Final Description of Target Solution Functional Overviews Acceptance Testing Reports Standard Start-up Procedure Steering Committee No. 4 Deck Scoping Interview Steering Committee No. 2 Deck Data Integration Kit Description of Standard Solution Steering Committee No. 1 Deck Testing Training ImplementationScopingSupport EC001 PI000 PI010 FO-* EC### PR001 SC001 PI011 PR001 PR006 PI012 PI013 PR005 PR001 PI014

Project Quality Plan: Deliverables by Phase Sales Presentation Delivered Target Solution Configuration Attendance Sheet Sign-Off Training Report Customer Start-up Report RACI Validation Target Solution Installation Customer Data Migration Report Report SC03 Sign-Off Report SC04 Sign-Off Launch Meeting Report Review and Sign-Off Minutes No.2 Sign-Off Customer Acceptance Testing Report Minutes No.4 Sign-Off Minutes No.5 Sign-Off Attendance Sheets Signed Target Solution Installation Review and Sign-Off Start-up Procedure Review and Sign-Off Scoping Interview Forms Review and Sign-Off Acceptance Testing Report Review and Sign-Off Report SC01 Sign-Off Report SC02 Sign-Off Minutes No.1 Sign-Off Minutes No.3 Sign-Off Testing Training ImplementationScopingSupport EC001 PI003 PI010 EC### PI011 PR023 PR006 PI012 PI013 PR005 PI014 PI025 PI021 PI022 PI024

Setup Guide Guided drill down to specific configuration and set up functions within X3

ON TIME, ON BUDGET Scoping 6 weeks Scoping 6 weeks Implement 3 weeks Implement 3 weeks Testing 9 weeks Testing 9 weeks Training 4 weeks Training 4 weeks Support 3 weeks Support 3 weeks M1M2M3M4M5M0 Up and running in 22 weeks…

D EMONSTRATION A Quick Tour of Standard Edition

Questions? Who is a good fit for Standard Edition? Why should I use Standard Edition if it doesn’t support all the options that are available for Premium Edition? Why should I use Premium Edition if Standard Edition is so simple to implement and use?

A New Approach to Solution Selling and Implementation PROCESS REVIEW FUNCTIONALITY CONFIGURATION IMPLEMENTATION OBJECTIVES BEST PRACTICES CONSEQUENCEOBJECTIVES PREMIUM STANDARD SAGE ERP X3 Consultative Prescriptive

Who is a good fit for Standard Edition? At First Sight: Fewer than 50 users? Manufacturing and/or Wholesale? Locations in North America only? Limited IT staff, no in-house admin/development resources? Looking for ERP best practices, not for a custom solution? Fast implementation and low cost are essential in making the decision? 1 NO Premium YES Standard

Who is a good fit for Standard Edition? Discovery: The customer is willing to adopt standard business processes (DEMO)? The Standard configuration matches the customer’s business processes with no/small adaptations (SCOPING)? Elements missing from the standard configuration are not mission-critical, can be deployed in a next step? 2 NO Premium YES Standard

Focus! Understand where Sage ERP X3 is a best fit! In North America: 90% of the Sage ERP X3 customers have a Business-to-Business model 80% do some manufacturing 50% are process manufacturers 25% are food manufacturers 95% of the distributors have standard wholesale-to-distributors processes  Read our stories!

Sage ERP X3 functionality. Enhanced usability, with predefined roles and visual process flows following industry best practices Fast implementation, with preconfigured elements and an effective methodology Sage ERP X3 functionality The best flexibility to adapt to enterprise-specific processes, extend your system, and differentiate your business model The best scalability X3 Value Proposition Standard Premium

CORE What is Not Part of the Standard Edition solution? Connectors available at later date: Financial Reporting* APS, EDM* Sage Exchange Avatax Freight Management Demand Planning & Forecasting Standard PATCHING Premium Standard Premium X3 “ emerald ” *Available for Standard Edition Q Functionality exclusive to Premium: Multi-Legislation Import Tracking Warehousing Manufacturing Project Management

What is Not Part of the Premium Solution? Exclusive to Standard Edition Preset elements of the configuration Predefined roles and visual process flows Predefined KPIs and inquiries Fast implementation methodology, tied to the configuration X3 Premium Standard

Why Go Standard? If customers don’t get as many options! Only Standard Edition: Sets clear expectations, when requirements are vague or unrealistic  Solution Description Reduces the time to define, assess and answer requirements  Scoping Interviews Secures the implementation  Preconfigured solution  Project management tools Is easy for customers to understand and to manage  Pre-built roles and process flows

Why Go Premium? If Standard is so much faster to implement and easier to use? Only Premium Edition: Can easily adapt to customer-specific requirements  No features disabled or hidden  Free hand configuration Can scale  Up to thousands of users Can manage a global business  Multi-legislation Offers extensions for advanced functionality and volume handling:  Choice of add-ons and options

Premium Why/When Upgrade to Premium? Extending the configuration after a Standard implementation to jump- start a project with a limited scope Need to activate hidden/locked parameters for advanced customization International expansion Standard Edition not supporting volume connections No cost to upgrade Standard Configuration The Standard configuration is preserved when upgrading to Premium

Summary Standard Edition is NOT a different product Standard Edition offers the same functionality as Premium, only pre-configured to accelerate deployment, simplify usage and reduce cost Standard Edition is not for everyone, but can provide an effective starting point even when the ultimate goal is Premium Standard Edition is a journey, NOT a destination

Additional Summit Sessions If you are interested in exploring this topic in greater detail, you might consider attending the following relevant sessions: –P-ERP37 – Sage ERP X3: Review of the new functionality in Version 6.2 Tuesday, July 12, 10:00 am – 11:15 am –P-ERP36 – Sage ERP X3: Facilitating a successful implementation Tuesday, July 12, 11:30 am – 12:45 pm –C-ERP15 – Sage ERP X3: The Road Ahead Tuesday, July 12, 2:00 pm – 3:15 pm –C-ERP110 – Sage ERP X3: An Introduction to Sage ERP X3 Wednesday, July 13, 8:30 am – 10:00 pm

Additional Learning Opportunities For information about additional learning opportunities visit (Sage University) Training options include: –Anytime Learning—Recorded online training sessions –Realtime Learning—Live, online learning –Replay Learning—Recordings of live classes

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Contact Us Presenter Contact Information: –Skip Hulme Follow us on –Use the official Summit hashtag: #SageSummit Thank you for your participation!