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Sage North America Sage ERP X3 Standard Edition|Solution Overview Solution Objectives and Configuration Methodology and Project Quality Plan
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Sage North America Sage ERP X3 Standard Edition 2 Preconfigured to meet common core mid-market requirements out of the box, with reduced need for adaptation and limited resources. Guided implementation methodology, tied to 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 Functional completeness out of the box, for finance, sales, purchasing, inventory and manufacturing management
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Sage North America Typical Customers… 3 Are 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 preconfigured for a 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.
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Sage North America Goals of the Standard Edition Solution 5 main goals characterize 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 to project status and progress Ensure that the commitments made at the beginning of the project are met 4
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Sage North America The Solution Components Sage ERP X3 Standard Edition, a product – Developed on the basis of a product expertise (in Sage ERP X3) – Comprising a broad set of features and capabilities – Designed to adapt to the specific needs of the enterprise Sage ERP X3 Standard Edition, a 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, an 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 5
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Sage North America The Standard Edition Product and Configuration: Solution Description Functional completeness, out of the box Preconfigured to maximize efficiency in businesses with fewer than 50 users, looking for 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 wizard tool 6
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Sage North America The Standard Edition Product and Configuration: One Single Platform to Support Growth 7 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
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Sage North America The Standard Edition Methodology: Objectives Ensure – Quality and success of the project – Compliance with budgets and deadlines – Communication of information Guide – Definition of setup options – User requests Enable – Transfer of knowledge – Command of the solution – Disciplined implementation in well-defined stages Guarantee – Results through a prescribed solution with practical flexibility 8
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Sage North America The Standard Edition Methodology: Project Quality Plan (PQP) 9 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 10 - 14 days6 - 8 days13 - 19 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
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Sage North America Testing Training ImplementationScopingSupport Project Quality Plan: Tasks by phase Launch Meeting Adaptation of Target Solution Project Team Training Target Description Adjustment Procedure Development Functional OverviewsData Migration End-User Training Production Rollout Scoping Interviews Acceptance Testing Startup Assistance Target Description Elaboration Target description Validation Target solution Installation Target Solution Review Go-Live Plan Review Live Production Review
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Sage North America Project Quality Plan: Tools by phase Sales Presentation Description of Target Solution Target Solution Target solution Adapted Start-up Procedure Project Preparation Document Setup Wizards Description of Target Solution Final Description of Target Solution Data Integration Kit Launch Meeting Document Data Integration Kit Steering Committee No. 3 Document Final Description of Target Solution Functional Overview Documents Acceptance Testing Reports Standard Start-up Procedure Steering Committee No. 4 Document Scoping Interview Documents Steering Committee No. 2 Document Data Integration Kit Description of Standard Solution Steering Committee No. 1 Document Testing Training ImplementationScopingSupport
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Sage North America Project Quality Plan: Deliverables by Phase Sales Presentation Delivered Target Solution Configuration Attendance Sheet Sign-Off Training Report Customer Start-up Help Report RACI Validation Target Solution Installation Customer Data Migration Help Report Report SC03 Sign-Off Report SC04 Sign-Off Launch Meeting Report Review and Sign-Off Minutes No.2 Sign-Off Acceptance Testing Report Review and Sign-Off 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 Customer Acceptance Testing Help Report Report SC01 Sign-Off Report SC02 Sign-Off Minutes No.1 Sign-Off Minutes No.3 Sign-Off Testing Training ImplementationScopingSupport
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Sage North America PROJECT PLANNING AND MANAGEMENT A Quick Tour of the Standard Edition Tools for 13
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Sage North America Project Configurator 14 Preliminary workload estimation calculated based on Customer requirements > 02 Steering\PI004
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Sage North America Project Planning and Preparation 15 > 02 Steering\PI001
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Sage North America Project Monitoring 16 Tracking Planned vs. Actual Tracking Planned vs. Actual > 02 Steering\PI002
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Sage North America Project Management 17 Review Sign-Off > 02 Steering\PI01#, PI02#
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Sage North America SCOPING A Quick Tour of the Standard Edition Tools for 18 Scope Implement Test Train Support M1M2M3M4M5M0
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Sage North America Functional Overviews 19 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
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Sage North America Scoping Interviews 20 50 Interview Templates to capture and simplify set-up of Customer configuration requirements > 04 Scoping presentation\EC###
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Sage North America IMPLEMENTATION A Quick Tour of the Standard Edition Tools for 21 Scope Implement Test Train Support M1M2M3M4M5M0
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Sage North America Setup Guide 22 Guided drill down to specific configuration and set up functions within X3
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Sage North America Data Migration Procedure and Templates 23 > 05 Procedures\PR001, PR007
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Sage North America Installation Checklist 24 > 05 Procedures\PR005
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Sage North America TESTING A Quick Tour of the Standard Edition Tools for 25 Scope Implement Test Train Support M1M2M3M4M5M0
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Sage North America Acceptance Testing Tools 26 > 05 Procedures\PR003, PR006 Verify that business processes match the stated requirements reflected in the Target Solution Description
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Sage North America TRAINING A Quick Tour of the Standard Edition Tools for Scope Implement Test Train Support M1M2M3M4M5M0 27
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Sage North America User Guides 28 > 06 User guides\
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Sage North America SUPPORT A Quick Tour of the Standard Edition Tools for Scope Implement Test Train Support M1M2M3M4M5M0 29
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Sage North America Start-up Procedure 30 > 05 Procedures\PR005 Ensuring proper understanding of steps to prepare and verify production readiness
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Sage North America ON TIME, ON BUDGET 31 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…
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