1. Sage Insights 2015 Sage 300 ERP – What’s New & Road Ahead
Mike Ritchie, Sage North America

2. Topics Version 2014 Enhancements Upcoming releases Discussion
Sage 300 ERP – What’s New & Road Ahead

3. Make it easier to share data, analyze rather prepare
Naturally the first question many of you in the audience will have is what are the new features in 2014 that I should upgrade for. You want to make sure that the investment in time and money is going to make your professional lives less stressful and more productive.
Why does this matter?
Usability
Make it easier to share data, analyze rather prepare
ERP is your system of record – the ability to generate insights quickly is essential to growing your business and managing costs
Make it easier to manage exceptions to improve customer service
Transactional efficiency for power users to be more productive
Reduce training costs to make it easier for new users to learn the system and take more advantage of functionality that already exists.
Functionality
ROI from existing licenses
Get more value out of ERP
Add important functionality while minimizing the complexity of the product.
FIRST INSIGHT: There are a lot of great features and usability enhancements that are worth upgrading for in this release.
I am going to share a highlight of the key enhancements in this presentation. There are many other features we won’t have time to discuss because I want to spend some time to cover other important topics with you. I left a handout at everyone’s seat with a more detailed list of features. I am happy to answer any questions you have on these enhancements after the presentation and would love to hear your feedback.
Sage 300 ERP – What’s New & Road Ahead

4. Dramatic NPS Improvement (NA)
Sage 300 ERP – What’s New & Road Ahead

5. Payment processing
Credit Card transactions are recorded seamlessly in existing Sage 300 ERP screens
Released for 2012 and 2014 earlier this year. See the presentation on payment processing later today.
Sage 300 ERP – What’s New & Road Ahead

6. Sage Intelligence Enhancements
More efficient UI Performance
Sage Intelligence enhancements enable users to quickly and easily navigate the system menus and improve their productivity. With improved report design capabilities, a fresh look, and the ability to use Microsoft® Excel® 2013, Sage Intelligence for Sage 300 ERP 2014 will help your team to make better decisions, faster.
New Report Designer
The new Report Designer boasts a fresh new user interface, and has vast improvements in performance through its powerful new In-Memory technology,*  giving users a quick and responsive experience when designing reports in the familiar interface of Microsoft® Excel®.
The new Report Designer gives users two methods to create their financial reports depending on their Excel knowledge.
If users are still getting used to Excel, the Layout Generator is easy to use and automates the design and generation of simple financial report layouts quickly and accurately within Excel. The Layout Generator provides users with a set of standard financial layouts to get them up and running immediately and these can then be edited to suit user’s unique requirements.  Not sure what this * means
The Layout Generator user interface and performance has been enhanced, greatly improving user experience. The generated layouts have also been given a cleaner look and feel and are now easier to customize using the Task Pane once the layout is created.
If users are more familiar with Excel, the new Task Pane greatly enhances their Excel reporting experience, by providing instant and dynamic access to data within the General Ledger. Simply drag in data lists, formulas, or Reporting Trees from the Task Pane on the right-hand side of the Excel window, and the In-Memory technology will update results instantaneously. Users can also change the level of detail seen at a row level by using account ranges, account wildcards, and account exclusions giving you maximum control and flexibility over their financial report layouts.
Sage 300 ERP – What’s New & Road Ahead

7. Sage Intelligence Enhancements
Excel bit
New Financial Report Templates
Income Statement
Balance Sheet
Financial Ratios
Financial Forecasting
Excel bit support
You can now take full advantage of the latest Microsoft Excel technology with Sage Intelligence, because it is now compatible with the 32-bit and 64-bit versions of Excel 2007, 2010, and 2013.
User interface and usability improvements
Sage Intelligence has been updated to improve user experience and allow for easier use. These improvements include the following:
User interface
The Report Manager and Connector menu has been reorganized to highlight the more commonly used parts and make it easier to use. Commonly used items can now be found on the Home and Help tabs in Excel and the less common items can be found in the File and Tools tabs.
The standard Sage Intelligence reports have been modernized to give users a cleaner look and feel, as well as quick reference to helpful Sage Intelligence resources.
When importing reports, you are able to rename duplicate containers.
When selecting subreports to include in a union report, the report ID is now visible.
Report Manager
Improved progress bar when running reports.
The locked report properties screen and the run report background have been simplified.
Report Viewer
The Report Viewer window stays open after running reports making it easy for users to run multiple reports
Four new Financial Report Templates
We have created four new Financial Report Designer Templates, which can be run from the Report Manager or Report Viewer user license. (Note: A Report Designer license is required for these reports to work.)
Income Statement – The New Financial Income Statement Report contains sample Report Designer Income Statement layouts to assist users in getting started with their layout design.
Balance Sheet – The New Financial Balance Sheet Report contains sample Report Designer Balance Sheet layouts to assist users in getting started with their layout design.
Financial Ratios – The New Financial Ratios Report contains sample layouts to assist users in calculating and visualizing Financial Ratios in order to make more informed business decisions.
Financial Forecasting – The new Financial Forecasting report provides users with sample layouts aimed at projecting growth from the prior to current year and allows for users to input adjustments in growth percentages. The Financial Forecasting report is for General Ledger only and is based on the standard Sage FR GL Forecasting template “Forecast.xls.”
Sage 300 ERP – What’s New & Road Ahead

8. Improving the user experience
Enhanced navigation tree
Modern icons
New ribbon
Sage 300 ERP – What’s New & Road Ahead

9. Refreshed data entry screens
Overall screen size 30% larger
Modern coloring and new icons
Improved spacing and alignment
Sage 300 ERP – What’s New & Road Ahead

10. Required fields indicator
Sage 300 ERP – What’s New & Road Ahead

11. Visual Process Flows New interface Easily customize
How many people have hired new employees that are using Sage 300. A completely new user experience, the Visual Process Flows?
(Get new image for VPF)
Use case 1: Standardize processes
Use case 2: Improve learnability for new users
Use case 3: Document processes that are not completed often such as (xx?)
Sage 300 ERP – What’s New & Road Ahead

12. Entered by fields Modules completed Purchase Order Accounts Payable
Accounts Receivable
2012 was Order Entry, 2016 will be GL. What about PJC, Payroll & IC? The key idea is to improve operations internally and service externally by being able to quickly identify who did what in the system. Our users have been repurposing fields in Sage 300 for years to make up
Sage 300 ERP – What’s New & Road Ahead

13. Manage your licenses more effectively
Head to the booth to see the improved user license management utility in action.
Sage 300 ERP – What’s New & Road Ahead

14. Pop up notes OE and PO (v.2016)
Improve operations
Items required
Improve customer service
Shipping
Payment preferences
Upsell
Cross sell
Promos
Customer specific notes
Shipping instructions
Payment preferences
Customer contact details
Credit warnings and notes
Item specific notes
Up-sell items
Cross-sell items
Item notes required on invoice (warranty, assembly, warnings, etc.)
Is there any stats I can dig up here?
Sage 300 ERP – What’s New & Road Ahead

15. AP Vendor statistics utility
Analyze year at a glance
Identify anomalies
Maximise discounts
Compare YTD & prior years
Easily spot trends
Export to Excel for further analysis or charting
AP Vendors & Groups
This view will provide a high level overview of AP Vendor statistics allowing access to summarized vendor activity including total value of purchases, returns and transactional volume by fiscal year and period.
IC items & transactions
Sage 300 ERP – What’s New & Road Ahead

16. Optimize Inventory Factors in seasonality, lead times and order costs
Import data into Inventory Control to manage stock replenishment
Sage 300 ERP – What’s New & Road Ahead

17. Sage Enterprise Intelligence
Self-Service Comprehensive Business Intelligence
Reduce time
Empower any users
Simplify and accelerate
Launching today!
FULL PRODUCT POSITIONING STATEMENT:
Sage Enterprise Intelligence is an intuitive BI solution integrated with Sage 300 ERP to help business users reduce time spent on analysis and reporting, and make faster, better-informed decisions.
It empowers all users with a simple tool to access and analyze data in a self-sufficient manner, which eliminates the need for disparate tools and specialized skills, and can reduce time-to-decision by 20%.
The tight and secure integration of Sage Enterprise Intelligence with Sage 300 ERP ensures the reliability of critical business information, provides business users with coherent insight on real-time enterprise data, supports coherent decision-making and fosters continuous cross-functional improvement.
Sage 300 ERP – What’s New & Road Ahead

18. Sage Enterprise Intelligence
Web (BI)
Mobile
Excel
See the presentation on Sage Enterprise Intelligence later today.
Sage 300 ERP – What’s New & Road Ahead

19. Sage Enterprise Intelligence - Version 7
Oracle Database Support
Spanish, German and Chinese
Export & Share Templates
Streamlined Security Module
On-demand and Triggered Report Sending
New Process Designer Options
Sage 300 ERP – What’s New & Road Ahead

20. “Should I upgrade?”
Many of you may be thinking I want those enhancements BUT I don't want to deal with an expensive and disruptive upgrade. Let me help explain how we have solved that
problem for you.
SECOND INSIGHT
It is safe to upgrade
Sage 300 ERP – What’s New & Road Ahead

21. Sage 300 ERP – What’s New & Road Ahead

22. What’s next for Sage 300 ERP
PU1 May14
Crystal Fixes
Excel 2007 Import\Export
Entered by Fields AP\AR
PU2 December 14
IC User Interface modernization
Stats Tools
User License Management
PU3 March 15
Stat Updates
Improved VAT support
Inventory Optimisation
V – August 15
Productivity Enhancements
GL entered by
GL post date
Bank Rec
Notes Alerts
Sage 300 ERP – What’s New & Road Ahead

23. Discussion: What are your biggest needs?
Technology
Usability
Connectivity
Features

24. Company Movement Accelerating
70.9%
18.7%
Sage 300 ERP – What’s New & Road Ahead

25. We are investing all along the curve
Company relies on a cloud ERP/accounting system
Company has hosted accounting/ERP system
Company uses connected cloud services
Company accepts payments anywhere*
Company uses cloud file sharing
Owners/Leaders
are avid mobile users
Owners/Leaders
use mobility for business
*mobile and traditional credit card acceptance
**Sage Survey (m=993)
Sage 300 ERP – What’s New & Road Ahead

26. Sage 300 ERP – What’s New & Road Ahead

27. Sage 300 ERP – What’s New & Road Ahead

28. Sage 300 ERP – What’s New & Road Ahead

29. Sage 300 ERP – What’s New & Road Ahead

30. Sage 300 ERP – What’s New & Road Ahead

31. Our vision
To be recognised as the most valuable supporter of small, medium and mid-market businesses by creating greater freedom for them to succeed.
Sage 300 ERP – What’s New & Road Ahead

32. Watch our You Tube Channel youtube.com/SageERP
Like our Facebook Page Facebook.com/SageERP
Follow us on Twitter twitter.com/SageERP
Our Global Website Sage300ERP.com
Sage 300 ERP – What’s New & Road Ahead