Sage User NetworkJune 2010

Sage BI 1000

Business Intelligence – a definition

“The ability to analyse, report and flexibly interrogate any aspect of your business performance, when you want, how you want, where you want, irrespective of underlying systems technology”

“that’s what Business Intelligence has done for us”Murray Hennessy – CEO buy.com

The Sage BI Business Intelligence Solution

ETL process

Sage Line 500

OLTPData-base

Otherdata

source

DataWarehouse

ASData-base

Cube

Cube

MS SQL Server MS Analysis Services MS Reporting Services

ReportStructureManager

Web browser

SageBIServer

Excel

SageBI Client

Sage BI - July 2010 Release

• Sage 1000 BI– Released with Sage ERP 1000

– Free licence included

• Sage BI v6– Released for existing Line 500 / Sage 1000 customers

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Sage BI 1000 Cubes

• Support use of Analysis Services 2005/8 – This will replace solution builder

• Sage BI Licence for both Sage ERP 1000 and Enterprise Users

• Default Cubes – Existing ones + Aged Debt

• Standard Reports– Finance, Sales, Aged Debt, Purchases and Stock

– A number of dashboards may be provided

• User guide that provides cube dimensions and calculations 

• Demonstration environment or a demo video

• Support for Windows 7 and I.E 8 clients

• Customer Enhancements– Suppress and Show Values:

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Sage BI 1000 Cubes

• Existing– Financial (including Finance by Account Codes and Finance by Posting

Codes)

– Budget (including Budget by Account Codes/Cost Centres and Budget by Posting Codes)

– Sales (Sales Orders and Sales Order History)

– Purchase

– Stock (Stock and Stock History)

• New– Aged Analysis (Aged Debt and Aged Credit)

• Cubes developed to be compatible with Analysis Services 2005/2008

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Sage BI 1000 Feature Support

• Additional Features– Drill to detail at transactional level on the AS 2005/2008 cubes where

previously it had been disabled.

– Time analysis can be done by financial period or calendar months. It can be analysed by the following divisions of time:

• Financial Calendar – Fiscal Year -> Period (e.g. 01/2010) -> Date (e.g.01/02/2010)

• Calendar by Quarter– Calendar Year -> Quarter (e.g. Q2 2009) -> Month (e.g. June 2009) -> Date (e.g.

12/02/2010)

• Calendar by Week – Calendar Year -> Week (e.g. week 22) -> Date (e.g. 12/02/2010)

– Time calculations are available on both fiscal and yearly calendars (e.g. 3,6,12 months to date, month over month growth, year to date etc.)

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Sage BI 1000 Feature Support

• Additional Features (continued)– All the dimensions have been merged by function

• (e.g. Customer Invoice Details is separated into the following attributes: Invoice Number, Invoice Region, Invoice Territory) and grouped by hierarchy (e.g. Customer Invoice Details belongs to the Customer hierarchy).

– Reports are easier to modify with a tidier appearance

– Easy to create reports combining separate cubes which means more flexible reporting (available on Sales and Stock cubes).

– ‘Growth in Sales’ KPI added to the Sales cube.

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Sage BI 1000 Growth In Sales

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Sage BI 1000 Standard Reports

•Finance– Balance sheet Analysis

– Trial Balance Analysis

– Profit and Loss by Cost Centre Analysis

– Profit and Loss by Posting Code Analysis

– Cumulative Budget vs. Actuals by Cost Centre

– Cumulative Budget vs. Actuals by Posting Code

– Accounts with Variance Exceptions

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Sage BI 1000 Profit & Loss by Cost Centre

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Sage BI 1000 Standard Reports

•Sales– Top Customers

– Worst Paying Customers

– Average Days to Pay

– Most Profitable Customers

– Sales by Product

– Sales by Customer by Month

– Top 20 Selling Products

– 20 Least Profitable Products

– Time to Despatch (By Required Date)

– Time to Despatch (By Order Date)

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Sage BI 1000 Standard Reports

•Aged Debt– Outstanding Invoices by Due Date

– Outstanding Invoices by Transaction Date

•Purchases– Top Suppliers

– Purchasing Trends

– Time to Receive

•Stock– Movements by Product Group

– Movements by Transaction Type

– Valuation and Quantity over last 3 Months

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Sage BI 1000 Summary

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• Additional cube

• Additional features from adopting later versions of Analysis Services

• Package of standard reports

• Standard template dashboards

Product Demonstration

Questions

Sage Representatives

•David Hoyland– Customer Experience

•Richard Aird

•Tricia Richardson– Sage Support Clinics

•Graham Hoyle

•Shashi Nayak

•Andrew Credland– Enterprise R&D

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Sage ERP 1000

The story so far…………..

Customer Story

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Where we were…. Where we are….

Line 500 Line 500

Sage 1000

Where we’re headed…

Sage ERP 1000 version 3.0

ERP

SCRM

SSLX

OR

And beyond v3.0…HR/Payroll

Customer Story

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Where we were…. Where we are….

Line 500 Line 500

Sage 1000

Where we’re headed…

Sage ERP 1000 version 3.0

ERP

SCRM

SSLX

OR

And beyond v3.0…HR/Payroll

Customer Story

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Where we were…. Where we are….

Line 500 Line 500

Sage 1000

Where we’re headed…

Sage ERP 1000 version 3.0

ERP

SCRM

SSLX

OR

And beyond v3.0…HR/Payroll

Strategy

Strategy

• Usability and User Interface– Modern look and Feel

– Business process alignment

• Interoperability– Flexible integration between Sage 1000 ERP and modules

• Reporting– Integrated reporting solution to deliver basic reporting

• Creation of a true Sage 1000 “suite”– ERP – covering usability, reporting and integration

– CRM – CRM/Sales Logix

– HR & Payroll

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Sage ERP 1000 Suite

Sage 1000Integrated Business

Processes, Data, Reporting and

Analysis

Accounting & Finance

Business Operations. Internal and with trading partners

HR & Payroll

Business Intelligence

Marketing Management

Customer Management, Service and Support

Specialist Industry Processes in Manufacturing and Retail

Business Planning

Sales Management

Sage ERP 1000 version 3.0

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Sage ERP 1000 Version 3.0 Scope

• UI and Usability• Total forms conversion across breadth of ERP

• Lists feature and default content for key applications

• Reporting• Modern Sage ERP 1000 reports and prints output

• Default set of modernised reports for key reports

• Intuitive Data Model

• Standalone report designer for adhoc reports

• Integration• Sage CRM integration

• Sage Sales Logix integration

Product Demonstration

Product Demonstration Summary

– Improved Look and Feel• Promotes a positive user experience

– Action Lists• Proactive

• Reactive

• Increases User productivity

• Application Architect

– Reporting• Intuitive Data Model (IDM)

• Sage Report Designer (SRD)– Easy to Use, demystifies data tables

– Email, Fax or print

– Stand Alone

– Ease of upgrades• New Layout Designer

• Forms Conversion Tool

• Print Hints Tool

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Changes in Sage ERP 1000 Version 3

• Automatic upgrade from S1000 v2.3 and L500 v7.1

• System (subject to confirmation)

– Windows Server 2003/2008

– MS SQL Server 2005/2008

– Client IE 7/8 only

– Windows 7

– Virtualisation•Hyper V, ESX,ESXi

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Delivery Timing

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June 2010

ERP Early Adopter Site

30th July 2010

ERP RTM

TBC

ERP+CRM Early Adopter Site

TBC

ERP+CRM RTM

Monthly

Cloud Evaluation Server Updates

ISVs

With Datalinx, Codis, Technology Partners, RAM and Configur8tor also having attended the ISV day and to be further engaged with as part of the Sage ERP 1000 v3 journey.

Sage 1000 v3.01- CRM Integration

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Sage ERP 1000 Version 3.0 Scope

• UI and Usability• Shallow forms conversion across breadth of ERP

• Lists feature and default content for key applications

• Reporting• Modern Sage ERP 1000 reports and prints output

• Default set of modernised reports for key reports

• Intuitive Data Model

• Standalone report designer for adhoc reports

• Integration• Sage CRM integration

• Sage Sales Logix integration

V3 Architecture

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Adding an Order

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ERP

Product List

SDataCRM

Pricing calculation

Create Order

Save Order Order Visible

EditEditRead Only

Sage 1000 strategy and roadmap plans

Feedback Sage ERP 1000 v 3.1

• Usability– Continuation of modernisation of UI

– Modern patterns for example tabs and grids

• Reporting– Continuation of modernisation of UI

– Increase flexibility of Intuitive Data Model

– Document Store

– Distribution format and scheduling

– BI suite integration

• Integration– Integration with HRP KCS Snowdrop Payroll

• Functional Requirements– Continued modernisation of product features

– VAT return, cash management and order processing areas

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Roadmap (subject to change)

Answers & QuestionsGraham Hoyle & Andrew Credland

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Actionable Lists

Q: Can we create our own lists?

A: Yes. A new tool “Application Architect” will allow the definition of new lists and views based on any entity or named query on the intuitive data model. Within this tool, the visible fields, sorts and filters can be set. We will provide some key lists out of the box, but these are completely customisable.

Q: Can we add our own buttons to lists?

A: The designer of the list will be able add actions buttons for that list based on the application options (e.g. new sales order). We hope to extend the mechanism to later to allow other applications similar to the capabilities of the TCR mechanism.

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Reporting

Q: Can other PDF readers be used as well as Adobe?

A: Adobe is the recommended reader but we have tested with ‘Foxit’ and ‘Perfect PDF’ we anticipate other readers will work

Q: Are the PDF tags kept?

A: The PDF is generated each time at run time so any tags would be recreated

Q: Do line printers disappear can there send print to a tray?

A: New reports will output to standard printers. It may be possible to use line printers for legacy reports.

Q: What’s happening with the ‘Spooler Manager’?

A: The spooler will remain as is but be updated to handle the new PDF

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Reporting (continued)

Q: Can reports be emailed?

A: Yes

Q: Will reports export to Excel?

A: Reports can be saved as PDF, XLS or XML

Q: What barcodes does the ‘Sage Report Designer’ support?

A: Show List

Q: Are barcodes kept on the print in a format which can be scanned?

A: Yes

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Integration (Current thinking)

Q: Can the synchronisation be just one way?

A: Synched items such as accounts will be two way by default. A role concept is being reviewed to achieve one way updates.

Q: Does the security model support who can change elements which impact the entire system such as prices?

A: Services like prices deliver prices only from ERP. The role concept is being reviewed to achieve further control such as who can create an order from CRM.

Q: Is the data held in both systems for offline/online usage?

A: Yes. Synched items store data on both side to enable offline usage.

Q: When synchronising how do we handle changes such as: stock or account balances?

A: The synchronisation handles this and further details TBC

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General

Q: How are the 3rd party integration progressing?

AA: Show progress

Q: What’s happening with the CRM integration?

A: We are working with the CRM teams (Sage CRM and Sales Logix) to design and develop the solution which considers your feedback with the expectation of a release this year.

Q: Is there any news on ‘End of Life’ for old Line 500 versions?

AA: Based on feedback we are looking at an incentivised migration strategy

Q: When is Sage ERP 1000 v3.0 being released?

AA: The release to market date is 30th July 2010

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Questions

Feedback

Comments

Thank You