P-ERP39 – Introducing Sage ERP X3 Standard EditionSkip 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 email for the Summit session website approximately 1-2 weeks after Summit.

• Follow us on Twitter: @Sage_Summit– 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 TechnologySOA/Web-Native | Collaborative Workspace| Process-orientedCustomization Tools | Authentication & Security | Web Services

Multi-company & site | Multi-currency | Multi-language

Sage ERP X3 ApplicationsFinance | Sales | CRM | Purchasing | Inventory | Manufacturing

Business Intelligence | Reporting | MS Office Integration

Standard EditionPreconfigured deployment

Predefined roles and process flowsFast implementation methodology

Single legislation | Optimized for businesses with fewer than 50 users

Premium EditionExtended 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 0 - 5

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)

Scoping6 weeks

Implement3 weeks

Testing9 weeks

Training4 weeks

Support3 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

M1 M2 M3 M4 M5M0

35 – 50 consulting days* over 25 weeks

10 - 14 days 6 - 8 days 13 - 19 days 2 days 4 - 7 days

*Distribution Suite = 35 daysManufacturing Suite = 50 days

• 22 weeks from Launch to Go-Live• 25 weeks to Final Production Sign-off

Scope Implement Test Train SupportM1 M2 M3 M4 M5M0

Repeatable Approach

Activities

Tools

Deliverables

MProject Phase

Testing TrainingImplementationScoping Support

Project Quality Plan: Activities by phase

LaunchMeeting

Adaptationof Target Solution

Project TeamTraining

Target Description Adjustment

ProcedureDevelopment

FunctionalOverviews

DataMigration

End-UserTraining

ProductionRollout

ScopingInterviews

AcceptanceTesting

StartupAssistance

Target DescriptionElaboration

Target DescriptionReview

Target SolutionInstallation

Target SolutionReview

Go-Live PlanReview

Live ProductionReview

Project Quality Plan: Tools by phase

SalesPresentation

Description of Target Solution

TargetSolution

TargetSolution

Adapted Start-upProcedure

Project PreparationDocument

SetupGuide

Description ofTarget Solution

Final Description of Target Solution

DataIntegration Kit

LaunchMeeting Deck

DataIntegration Kit

Steering Committee No. 3 Deck

Final Description of Target Solution

FunctionalOverviews

AcceptanceTesting Reports

StandardStart-up Procedure

Steering Committee No. 4 Deck

ScopingInterview

Steering Committee No. 2 Deck

DataIntegration Kit

Description ofStandard Solution

Steering Committee No. 1 Deck

Testing TrainingImplementationScoping Support

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 SolutionConfiguration

Attendance SheetSign-Off

Training Report Customer Start-upReport

RACIValidation

Target SolutionInstallation

Customer DataMigration Report

Report SC03Sign-Off

Report SC04Sign-Off

Launch MeetingReport Review and

Sign-Off

Minutes No.2Sign-Off

Customer AcceptanceTesting Report

Minutes No.4Sign-Off

Minutes No.5Sign-Off

Attendance SheetsSigned

Target SolutionInstallation Review

and Sign-Off

Start-up Procedure Review and Sign-Off

Scoping InterviewForms Review and

Sign-Off

Acceptance Testing Report Review and

Sign-OffReport SC01

Sign-OffReport SC02

Sign-Off

Minutes No.1Sign-Off

Minutes No.3Sign-Off

Testing TrainingImplementationScoping Support

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

Scoping6 weeks

Implement3 weeks

Testing9 weeks

Training4 weeks

Support3 weeks

M1 M2 M3 M4 M5M0

Up and running in 22 weeks…

DEMONSTRATIONA 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

OBJECTIVESBEST

PRACTICES

CONSEQUENCE OBJECTIVES

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?

1NO

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?

2NO

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 scalabilityX3

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

PATC

HING

Premium

StandardPremiumX3

“emerald”

*Available for Standard Edition Q3 2011

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 configurationX3

Pre

miu

m

Sta

nd

ard

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 www.sageu.com (Sage University)

• Training options include:

– Anytime Learning—Recorded online training sessions

– Realtime Learning—Live, online learning

– Replay Learning—Recordings of live classes

Your Feedback is Important to Us!

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• Remember each completed survey form is another entry for one of three iPad drawings.

• Your feedback helps us improve future sessions and presentation techniques.

• Please include your session code on the evaluation form: P-ERP39

Contact Us• Presenter Contact Information:

– Skip Hulme– Skip.Hulme@sage.com

• Follow us on Twitter: @Sage_Summit– Use the official Summit hashtag: #SageSummit

• Thank you for your participation!