1. Sage ERP X3 Standard Edition|Solution Overview

2. Finance Financial accounting Receivables and creditor accounting Payment transactions (or payment management) Cost accounting Investment accounting Controlling Consolidation Sage ERP X3. Extensive functionality and & integration Inventory Multistage warehousing and site management Movements and transactions RF data acquisition Quality control Cost calculation Acquisition price tracing Inventory control Procurement CRM Contact management Sales force automation Customer support Call centres Warranty management Service orders Knowledge base Marketing campaigns Sales Open pricing Offers and contracts Order entry Product configuration Inventory commitments Delivery planning and shipping Invoicing Returns Sales commissions Manufacturing Discrete/process manufacturing Parts lists/composition/formula management Work schedule management MPS/MRP Technical data configuration Link to weighing scales Cost calculation Quality assurance Capacity planning Purchasing Material requirements Budget monitoring Supplier enquiries Purchase orders Outsourcing Multistage signature control Contracts Human Resources Payroll Employee management Time and activities Training Talent Management Warehouse Management Dynamic management of locations Planning and execution of receipts Workload analysis and resources planning Preparation Orders optimisation Post-preparation tracking operations RF, voice communication

3. Sage Application Framework for the Enterprise (SAFE X3) A platform driven strategy Premium Edition Standard Edition

4. Version availability Databases –SQL server 2008 (64 bits) –Oracle 11G (64 bits) Operating Systems –Windows 2008 (64 bits) –Red Hat 5 (64 bits) –AIX 5.3 (64 bits) –No more 32-bit OS servers, except for Windows 2003 for demonstration environments Customer workstations (currently under confirmation) –Internet Explorer 8 –Windows 7 –Crystal Reports 2008 HP-UX platform suspended –Reason: HP has ceased to develop or support this OS

5. Where does Standard Edition fit in? Business requirements complexity ScalabilityScalability Sage ERP X3 Premium Edition Global FinancialsExtended ERP, CRM, BI etc. Sage ERP X3 Standard Edition UK only Sage 200 UK only Sage 50 UK only Sage 1000 UK Headquartered, French & German Domestic

6. SAGE ERP X3 STANDARD EDITION Introducing

7. Goals of the Standard Edition Solution 5 main goals characterise the approach to 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 of project status and progress Ensure that the commitments made at the beginning of the project are met

8. Target Market for the Standard Edition Solution Up to 50 users –Plus sales, customer support, procurement, manufacturing to 50 users each UK legislation only Multi-lingual Finance Distribution Manufacturing

9. The Solution Components Sage ERP X3 Standard Edition, a product Sage ERP X3 Standard Edition, a preliminary configuration Sage ERP X3 Standard Edition, a project implementation kit.

10. There is nothing new under the sun … Ecclesiastes 1:9 King James Bible (Cambridge Ed.) The thing that hath been, it is that which shall be; and that which is done is that which shall be done: and there is no new thing under the sunKing James Bible (Cambridge Ed.) –The toolkit and methodologies are not new Developed over a number of years Already in use in USA, Spain, France, South Africa … Proven to work

11. What is new … –Updated by Sage UK to reflect UK specific requirements –Legislative Configuration all updated and set to UK requirements E.g. –Chart of Accounts –VAT Matrix –VAT Return out of the box ! User roles –Pre-configured roles for best of breed / common operations e.g. buyer, accounts clerk etc

12. SAGE ERP X3 STANDARD EDITION, A PRODUCT

13. X3 Standard & Premium Edition – The Same Product Easy upgradeGrow as the business requires BIG competitive advantage Introduce sophistication & flexibility as required

14. Sage ERP X3 Standard Edition – Some Limitations Single legislation Single developer license Excludes the following: CTO Project Job Costing Engineer to Order Fixed Assets – core only in standard Leasing, contracts, IFS & IAS Operating budgets Weighing station Business Objects

15. STANDARD EDITION, A PRELIMINARY CONFIGURATION

16. The Standard Edition - Preliminary Configuration Preconfigured 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 wizard tool

17. Setup Guide Guided drill down to specific configuration and setup functions within X3

18. Standard Data – e.g. Chart of Accounts Chart of Accounts Account ClassAccountDescriptionTypeMnemonic 18LCurrent Liabilities395000VAT ControlNormal 18L Capital & LT Liabilities 400000Long Term LoansNormal 18L Capital & LT Liabilities 401000CapitalNormal 18L Capital & LT Liabilities 402000Retained EarningsNormal 18L Capital & LT Liabilities 402001 Offset for Currency Balances Normal 18L Capital & LT Liabilities 403000Revaluation ReserveNormal 18L Capital & LT Liabilities 404000Other ReserveNormal 18L Inter Company Contras 500000Inter Site Contra AccountNormal 18L Inter Company Contras 501000 Inter Currency Suspense Accoun Normal 18LRevenue600000SalesNormal 18LRevenue600100Sales Distributed ProductsNormal 18LRevenue620100Charged -MiscellaneousNormal 18LRevenue620110Charged -FreightNormal 18LRevenue620120Charged-InsuranceNormal 18LRevenue620130Excep DiscountNormal 18LRevenue620140Misc DiscountNormal 18LRevenue620150Charged Warranty AccrualsNormal 18LRevenue650000Accrued SalesNormal 18LCost of Sales700000Cost of SalesNormal 18LCost of Sales700100 Cost of Sales-Distributed Prod Normal

19. User Roles RoleLoginTrade Code Chief AccountantCHACCCPT AP Manager / ClerkAPACRCPF AR Manager / ClerkARACRCPC BuyerBUYEAPPR ControllerCONTCGES Customer SupportSUPMHDK Data AdministratorDAADADDO Design Methods ManagerMETHETUD Material BuyerPURCAPPR PlannerPLAMPLAN Sales ExecutiveSALECOMM Sales AdministratorSALAADVT Warehouse ManagerWARMMAGA Stock ManagerSTOCRESS Workshop ManagerWORKATEL DirectorDIRDIRE System AdministratorADMBRADMIN

20. 140 Process Maps – Setup Per Role 20

21. 140 - Process Maps – Library 440 Standard Reports – Library

22. 50 Enquiries & Requesters 22

23. Data Import Templates

24. The Solution Components Sage ERP X3 Standard Edition, a product Sage ERP X3 Standard Edition, a preliminary configuration Sage ERP X3 Standard Edition, a project implementation kit

25. STANDARD EDITION, A PROJECT IMPLEMENTATION KIT

26. The Standard Edition – Project Implementation Kit Objectives Ensure –Project Quality and success –Compliance with budgets and deadlines –Communication of information Guide –Definition of setup options –User requests Enable –Transfer of knowledge –Ownership of the solution –Disciplined implementation in well-defined stages Guarantee –Results through a prescribed solution with practical flexibility

27. Overview of the Project Implementation Kit Scoping 6 weeks Scoping 6 weeks Implement 3 weeks Implement 3 weeks Training / Testing 9 weeks Training / 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 10 - 14 days6 - 8 days13 - 19 days2 days4 - 7 days *Distribution Suite = from 35 days Manufacturing Suite = from 50 days 22 weeks from Launch to Go-Live 25 weeks to Final Production Sign-off

28. PROJECT PLANNING AND MANAGEMENT A Quick Tour of the Standard Edition Tools for

29. Project Configurator > 02 Steering\PI004 Preliminary workload estimation calculated based on Customer requirements

30. Project Planning and Preparation > 02 Steering\PI001

31. Project Monitoring Tracking Planned vs. Actual Tracking Planned vs. Actual > 02 Steering\PI002

32. Project Management Sign-Off > 02 Steering\PI01#, PI02# Review

33. SCOPING A Quick Tour of the Standard Edition Tools for Scope Implement Test Train Support M1M2M3M4M5M0

34. Definition of the Standard Solution > 01 Description of the standard solution

35. Functional Overviews Presentation Templates for Financials Sales Purchasing Inventory Manufacturing Fixed Assets Presentation Templates for Financials Sales Purchasing Inventory Manufacturing Fixed Assets > 03 Product preparation support\FO-xxx

36. Scoping Interviews 50 Interview Templates to capture and simplify set-up of Customer configuration requirements > 04 Scoping presentation\EC###

37. IMPLEMENTATION A Quick Tour of the Standard Edition Tools for Scope Implement Test Train Support M1M2M3M4M5M0

38. Setup Guide Guided drill down to specific configuration and setup functions within X3

39. Data Migration Procedure and Templates > 05 Procedures\PR001, PR007

40. Installation Checklist > 05 Procedures\PR005

41. KEY USER TRAIN & TESTING A Quick Tour of the Standard Edition Tools for Scope Implement Test Train Support M1M2M3M4M5M0

42. User Guides > 06 User guides\

43. Acceptance Testing Tools > 05 Procedures\PR003, PR006 Verify that business processes match the stated requirements reflected in the Description of Target Solution

44. END USER TRAINING A Quick Tour of the Standard Edition Tools for Scope Implement Test Train Support M1M2M3M4M5M0

45. User Guides > 06 User guides\

46. 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…

47. Questions ?

48. Sage ERP X3 Standard Edition|Solution Overview John Loftus – Pre-sales Consultant