Presentation on theme: "Product Update & Roadmap Russell Slaymaker Richard Aird October 2012 Disclaimer This document is for informational purposes only and is intended solely."— Presentation transcript:
Why V4? 3 Integrated Front & Back Office Increased customer satisfaction Legacy Sage 1000 design
Value Proposition For Sage Enterprise business partners and customers, Sage ERP 1000 v4 is an integration solution that uses a standard Sage endorsed integration protocol that allows business partners to easily integrate Sage ERP and Sage CRM. This means that Business Partners and customers can use a simple, flexible and consistent approach reducing time to implement, costs and is supported by Sage. This also means our customers have complete visibility and understanding of their customers and prospects throughout every customer touch point of their organisation which will in turn help to focus their organisation more effectively to target opportunities and increase revenue generation through more effective lead/business generation marketing activity 4
7 NEW - CRM Integration Sage ERP 1000 v4 is an ERP solution that can be used either as a standalone ERP system or as part of a system with an ERP solution that integrates with Sage CRM. The integration for Sage ERP 1000 v4 is loosely coupled, meaning the ERP and CRM application are installed and used separately. The integration allows key data items to be maintained in either application but reflected in both, it also provides enhanced functionality around key business processes. This is different from earlier versions of Sage 1000 (v2.2 and v2.3 releases) where a tight coupling merged the functionality of the two applications into a single user interface. The benefits of the loosely coupled approach are: –The integrated products can be upgraded independently so you can take advantage of product development independently. –The integrated products can be licenced independently, users that only use Sage CRM do not need a Sage ERP 1000 licence and vice versa Synchronised, accurate, up to date data, providing a 360 degree view of your business
8 Sage CRM Sage ERP 1000 Creation of Customer Records in both CRM and ERP Creation of Marketing Lists Manage Sales Opportunities Handling Requests for Quotes Handling Order Requests Managing order Fulfilment Managing Invoicing and Payment Handling Customer Enquiries & Complaints Handling Customer Returns Managing Credit Control & Aged Debt Managing the Sales Pipeline Provision of Information for Analysis Customer records will be created in ERP or CRM and using the existing sData method of synchronisatio n according to the GCRM contract. This functionality already exists in CRM; ERP data will be made available to feed into this process This functionality already exists in CRM, no development required. The CRM system contains functionality to manage customer calls/ complaints. The ERP system may hold additional information that will assist in the resolution but these will be ad-hoc requests for information, no additional ERP development required. this process This functionality already exists in CRM, no development required. this process Quotes will only be created in CRM; they will not be passed to ERP and therefore not visible to ERP only users. Quotes will use a rewritten pricing service to accurately price the quote in a timely manner and with appropriate base currency Orders have a one way synch from ERP to CRM using the classic v4 GCRM integration and then Pop the user back to the ERP system showing the actual order to enable understanding of order fulfilment and tracking. As all orders will be ERP side only the full ERP SOP functionality will be available. No development required. As changes to orders occur ( e.g status) this information will be synchronised back to CRM Create a button in the context of a customer record in CRM that pops the Sage 1000 transactions enquiry. All of the functionality required exists in part of each system. For example the customer will call and log their query with CRM, but they will need to access ERP to process the return or credit note. This access to ERP will be made easier from the CRM system e.g. Popping the Start point of Credit Notes/ Returns This is ERP only functionality however some improvements are required and these should be included in estimates. Surfacing of ERP information onto CRM Dashboards Surfacing of ERP Information into CRM Reporting Surfacing of ERP Information into CRM for extraction and manipulation Possibly out of scope for initial release Sage ERP 1000 v4 delivers loosely coupled integration for Sage CRM, through a combination of Synchronisation, Pricing Service and customisation
9 Sage ERP 1000 v4: Synchronisation, the process of transferring data between ERP & CRM so that the source and target data are in sync. Both ERP & CRM use SData web service triggered by HTTP requests for sync.
10 Sage CRM Integration Reporting & Application Architect ERP Features & Enhancements Sage Asset 1000 V4V4 SEPA Compliant Data Entry Extended Address Fields Sales Order Enquiries Company Colour Tabs Accounts Receivable Reminder Letters Server Side Printing Layout manager Forms Migration Wizard
11 Sage CRM Integration Reporting & Application Architect ERP Features & Enhancements Sage Asset 1000 V4V4 Easier to Run SRD Reports Excel specific report definitions Exporting and viewing data Print bursting PDF Error Diagnostics Data Export
13 NEW – Sage Asset 1000 Difficulty in accessing current and historical asset data from the point of acquisition, through depreciation to the assets current state. Inability to import data from external files leading to lengthy data input processes and increased exposure to errors (through manual entry). Lengthy administration processes when entering new assets or when an asset has reached maturity. Inability to arrange hierarchies between assets. Lengthy auditing processes. Inefficient and inaccurate reporting ability. No ability to consolidate multiple registers. Monitoring and keeping disparate systems in line with current legislation and regulations
14 Sage ERP 1000 is now integrated with Sage Asset 1000 to allow your business to seamlessly link its asset management process with its key financial processes. Track, control and record changes in a single database for ease of access to information and improved process management. Arrange assets in hierarchies and easily identify key dependencies between assets using preconfigured relationships for improved accuracy. Manage multiple transaction types and consolidate multiple registers. User defined depreciation methods give your team access to information that is pertinent to their role. Comprehensive standard and customised reporting. Manage assets over multiple sites, entities, companies and currencies ensuring complete transparency so additional assets are only purchased when a requirement exists. Simplify the asset management process and comply with auditing procedures. Allows the customer to share asset information across multiple departments based on what is relevant to them. Asset accounting processes can be completely automated, saving time and increasing efficiency, as well as reducing staff levels that are required to manage assets from these departments. Ensures the whole asset life cycle can be managed, accurately and effectively, meeting customers simple and complex fixed asset requirements.
16 2012 - 2013 Version 4.0 Controlled release CRM Integration Sage Asset 1000 V3 SP enhancements Forms migration wizard Layout Manager Server Side Printing Accounts receivable reminder letters Print Bursting PDF error diagnostics Data export Version 4.0 Controlled release CRM Integration Sage Asset 1000 V3 SP enhancements Forms migration wizard Layout Manager Server Side Printing Accounts receivable reminder letters Print Bursting PDF error diagnostics Data export Q4 12 Version 4.0 General release SP 1 CRM 7.1g MS SQL 2012 French and German form sets Version 4.0 General release SP 1 CRM 7.1g MS SQL 2012 French and German form sets Version 4.0 SP 2 Windows 8 CRM 7.2 - Social Media, Mobile, Implementation Enhancements, Integration Enhancements, Client Side API, Ideas Hub Enhancements Version 4.0 SP 2 Windows 8 CRM 7.2 - Social Media, Mobile, Implementation Enhancements, Integration Enhancements, Client Side API, Ideas Hub Enhancements Version 4.0 SP3 German Accreditation Potential Connected Service (TBC) Migration and integration tooling for replacement payroll Version 4.0 SP3 German Accreditation Potential Connected Service (TBC) Migration and integration tooling for replacement payroll Version 4.0 SP4 Compliance Version 4.0 SP4 Compliance Q1 13Q2 13Q3 13Q4 13 Sage ERP 1000 Roadmap 2012-2013 Version 3 SP4 SP5 SP6 TBC SP7 TBC Payroll RTI functional change and prep doc PYE & RTI Payroll migration and integration This roadmap is intended for use as a guideline and for information purposes only, and represents Sages current view of its product direction.
The Future 17 With an established core we will focus on delivering value through the broader Sage ERP 1000 Suite in particular CRM, Payroll, Reporting and Connected Services Sage CRM Reporting Payroll Connected Services Total Campaign Management Communications Management Mobility (iPhone, Android, Tablet) Social (LinkedIn, Twitter) Interactive dashboards Sage E-marketing Report Charts Investment in replacing existing functionality with migration to best of breed Sage Payroll solutions Takes advantage of enhancements from the flagship payroll solution/s Including all improvements Sage Report Designer* *Roadmap tbc Additional ISVs Potentially addressing Stock Management Online Payment