Sage Work Stream Focus Groups Cherryl Holliday & Graham Hoyle June 2009

Agenda Why we are here Our Thinking −Our Mission −Approach −Internal v External −Internal Work streams Focus Groups Format Progress

Why we are here “Graham and Cherryl will explain the format and the thinking behind the new Line 500 / Sage 1000 Focus Groups, how they will work, commitment level required from customers and answer any questions you may have about being involved in these sessions” Ensure that Development meets Business Requirements Ratification

Our Thinking The Enterprise mission “To create a true mid market business by working together to deliver a series of compelling product and service propositions to the Enterprise market in order to drive financial performance and recommendation within our chosen areas of the mid market”

Usability and User Interface −Deliver a more contemporary user interface that will keep the product competitive and up to date aesthetically, whilst new usability and efficiency concepts will improve the general user experience and assist new and existing users in improving productivity. Interoperability −Use open interoperability standards to allow more consistent and flexible integration between the core Sage 1000 ERP module and complementary productivity modules. Reporting −Provide an integrated reporting solution to deliver the basic (management and legislative) reports normally associated with a strong business management offering. Our Approach

Work Streams

Stage one −Gather information based on our own internal experience o Consultants & Professional Services o Support o Sales Stage two −Ratify findings with external interested parties −Ascertain whether modules/options are still relevant −If no longer used, why? Not Fit for Purpose? Any other reason? Stage three −Demonstrate changes o Via WebEx, o Conference Call, o Face to Face Internal v External

Stage One: Internal Work Streams

Work Streams Financials Commercial Manufacturing CRM Additional Modules HR & Payroll

Work Stream – Financials Cherryl Holliday FINANCIALS Absorption CostingNF Accounts PayableAP Accounts ReceivableAR Cash ManagementCM Credit ManagementCK Fixed AssetsFA General LedgerGL General Ledger ConsolidationGC Inter Entry AccountingIE Job CostingJC Electronic Payment - BACSBC International Payments - Euro BACSBA ArchivingRE Central FilesCE System Key MaintenanceSK

Work Stream – Commercial Graham Hoyle COMMERCIAL Extended DiscountsEP Inventory ManagementIC Purchase Order ProcessingPO Purchase ReqsPQ Repairs incl. Returns Entry & UtilitiesRR/AQ Repetitive Route SchedulingAV Sales Invoicing & AnalysisOP Sales Order Entry/Intrastats/VATOE/IS/VT Bill of MaterialsBM EDI & XMLEI/EO/XI/XO Waste ManagementWP Branch Inventory ManagementAW Contract ManagementRB Telesales - Includes: -AT/TU/AX/AF Order Entry/Utilities/Point of Sale/Post Code Search

Within each work stream what are the areas that require improvement; −In terms of reporting −In terms of integration −In terms of UI and Usability In each of these 3 themes think in terms of; −Areas for improvement −Priority Work Stream Guidelines

Looked at the functional areas across the work streams Are all modules within this work stream still relevant to the customer base Which modules within this work stream could interact better with each other −Which modules may require interaction across work streams What is being logged with Support What are the functional “no-brainers” −Period end workflow −List views −Export to Excel Work Stream Progress

Stage one −Gather information based on our own internal experience Stage two −Ascertain whether modules/options are still relevant −If no longer used, why? Not Fit for Purpose? Any other reason? −Ratify findings with external interested parties o Focus groups o Site Visit – business process −Explorer information gathered internally −Demonstrate progress o Focus groups o WebEx, Conference Call o Business Partner interaction Internal v External

Stage Two: External Work Streams SUN Focus Groups Graham Hoyle

Focus Group Format Each meeting will have a theme −Ascertain whether modules/options are still relevant to you How they’ll work −Separate work stream (Financial/Commercial) −Open and Interactive −Introductions o Who, company, role −Ratify work in progress −In preparation, think about; o Areas of the software where modern business has moved on o Niggles today (Quick Wins) o Priorities

Focus Group First Focus Groups −At The Binding Site Ltd on June 25 th −Financials 10:00 – 12:00 −Commercials 13: :00 −If you are interesting in attending, Contact Nicole o Going Forward −Themes −Frequency −Continuity o Start of a journey

Work in progress

Approach - UI and Usability Create a more modernised look & feel for the forms Present the application as “Rich client” in a web browser rather than wholly web or Windows Reflect the new Sage Brand For Shallow Refresh forms, apply the new style but retain the original flow through the application For Deep Refresh work, apply the style, and improve the flow and composition

Forms Style Toolbar along top using standard Sage icons Groupboxes in new Sage brand colour Style for Legacy lists Title bar using standard Sage style

Forms Style

Tooltip assistance to identify tab

Deep Refresh Approach Change the flow to compose a single form using separate elements Use tabs to enable access to different information groups Key information remains on screen as the user works in different areas Adopt a List based UI approach to enable users to perform different actions from a single point

25 Current Product

26 Current Product

27 Current Product

28 Current Product

29 Current Product

30 Future Product

Copy to Excel

In closing Why we are here Our Thinking −Our Mission −Approach −Internal v External −Internal Work streams Focus Groups Format Progress

Questions?