Group Background

1
Group Background Date 9th October
2006 Presented by Steve Crum
2
Agenda

• BDE Background
• Sage 1000 implementation experiences
• ICScan
• Treats
• Close / questions

3

Philosophy
BDEs aim is to provide fully integrated IT
solutions that meet the needs of our customers,
on time,within budget and right first time
Lifetime, Continuous Business Improvement
Relationships
4

• 6 offices
• Worcester
• London
• Warrington
• Bristol
• Manchester
• Northern Ireland
• 14m turnover
• 1350 customers
• Profitable
• Cash Reserves

5
Pedigree

• Merger of leading Sage Partners Object, BDE,
  Apex and TSP
• 25 years trading
• Sage Business Partner since 1985
• Sage Line 50, Line 100, MMS, Sage Line
  200/500/1000 Accredited Reseller
• Sage MMS Business Partner of the Year 2005
• Sage Line 500 Business Partner of the Year 2005
• SalesLOGIX, MME ACT! Business Partner
• Microsoft Certified Partner since mid 1980s
  soon to be Gold Partner

6
BDE Products and Services

• Sage Centric Business all around ERP and CRM
• Version One, Cindercone Partner
• Major focus on Warehousing and Scanning with
  Datalinx and ICScan
• Treats lots of functional enhancements (free
  30 day trial today)
• Sage Circle of Excellence winners on our Client
  Director model

7
BDE Sage Customer Base
30
Really focussed on Continuous Improvement
Ad Hoc Improvement
50
20
Maintenance Only Demand
8
Manufacturing
Account Manager driven Exclusive
pre-sales Project and Task driven Hand-over
amongst specialisms
Supply Chain
Finance
Project Manager
Pre Sales
Distribution, CRM, EDI, etc.
Time
Ordering
Distribution, CRM, EDI, etc.
Client Director Driven PM involved throughout the
whole process Product Specialists only used when
applicable TSP and commits to deliver Hand-over
through Project Manager
Supply Chain
Manufac- turing
Finance
Design Management
Time
Ordering
Distribution, CRM, EDI, etc.
9
BDE Objective

• To be the Trusted IT Partner of our customers
• To be direct but not rude
• To be Proactive not reactive
• To deliver real, tangible improvements which
  reduce cost, improve profitability and growth
• To keep going until we cant find anything to
  improve

10
Our Services
Customer Care

• Customer Charter
• Client Directors to Strategic customers
• Effective Account Management Team
• Website Latest Product News
• Customer Product Update Newsletters
• Call logging / status enquiry
• On-line ordering
• Website Customer Log in area
• Customer Care Visits

11
Our Services
Applications Support

• Sage MMS, Sage Line 200/500, Sage Enterprise,
  Sage CS/3, Tetra 2000 and ACT! MME and SalesLOGIX
  applications.
• Pre-sales and post-sales consultancy and advice
• Implementation
• Training
• Ongoing Project Management
• Centralised Customer Response Centre
• Hotline Telephone Support
• Modem Support/Problem Solving

12
Delivering You Solutions
13
Delivering You Integrated Solutions
Internet
Finance Administration
Customer Service Support
Sales Marketing
Mobile Users in Sales and Service
14
Delivering You Solutions
Our Product Range

• Sage Line 50
• Accounting solution for individuals and small
  businesses.
• Sage Line 100/MMS
• Finance and trading solution for small and
  growing businesses.
• Sage Line 500
• Finance, distribution, manufacturing and service
  solution for medium and large businesses.
• Sage 1000
• Finance, CRM, distribution, manufacturing and
  service solution for medium and large businesses.

15
Delivering You Solutions
Our Product Range

• ACT!
• ACT! contact management solution for small teams.
• SalesLOGIX
• A complete solution to track of your business
  activity, control your sales, marketing, customer
  service and support operations.

16
Sage 1000 one of the first Implementations

• Amaryllis / Product Procurement in Chelmsford /
  Leeds
• Formerly used Sage Line 500 in Finance only
• A multitude of In-house Systems including own
  Bespoke
• Excel and Access everywhere
• Very customer driven KPI measured business
• CRM an essential element of their needs
• Wanted to standardise on Best Practice processes
  throughout the business
• Wanted to do it quickly

17
Sage 1000

• Looked at Sage Line 500 but needed Sage 1000
• Very workflow based requirement
• In-house Bespoke delivered very strong user
  interface (weakness being backend)
• Strong drive for Generic Business Processes for a
  business with many Customer unique processes
• 150 Users across multiple locations
• Users .. very comfortable with existing systems
  drive for change was company led

18
Sage 1000

• Planning phase started April 2006
• Go-live 31st August
• Finance, Sales, Purchasing, Stock and Warehouse
  Management, Finance and CRM in other words all
  functional activity within the Business
• Very proud of achievements in such a short time
• Very proud of both BDE and Customer commitment to
  get this implemented
• Some significant challenges largely in
  understanding Sage 1000 technologies
• Only just beginning you aint seen nothing yet!

19
IC-Scan What?

• Barcode Driven Sage Transactions
• Purchase Order Receipt Goods In
• Bin to Bin Inter-Warehouse Transfers
• Works Order Issues, Dekits and Completions
• Sales Order Picking
• Stock, PO, SO WO Enquiry
• Stock Take

20
IC-Scan Why?

• Stock Accuracy Traceability
• Within Sage (MMS coming soon)
• More Flexible
• Accurate
• Simple To Use
• Real-Time

21
IC-Scan - Past

• 1995 Batch System
• 1998 Version 1 (Unix)
• 2001 Bespoke - Friskies
• 2002 Version 2 (SQL)
• 2005 Version 3 (SQL/Oracle)
• 2006 - Sage 1000 Version (Dashboards)

22
IC-Scan Present (Version 3)

• Multi-Device
• Multi-Language
• Multi-Environment
• Consistent Development
• Bespoke Separate From Core Sage Functions
• Comprehensive Configuration Options

23
IC-Scan - Roadmap

• Warehouse Management
• Put Away
• Bin Priorities
• Replenishment
• To allow us to compete with the traditional
  standalone WMS solutions.

24
IC-Scan - Roadmap

• Workflow Control
• Job Queue
• Next Job
• Order Priorities
• User Messaging

25
IC-Scan - Roadmap

• Analysis / KPI Dashboard
• Picking Efficiency
• Traceability
• Warehouse Efficiency
• Actual vs Target
• League table performance

26
ICScan

• Realtime, easy to use, validated Stock Movement
  processing
• Difficult to convince people to adopt but a no
  brainer when customers have implemented it
• THE most cost justifiable solution we can propose

27
Treats

• Release Stopped Orders
• Stock enquiry
• Stock History enquiry
• Product Code rename
• FCE Browse
• And..

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Summary

• My role to make BDE the highest rated Sage
  Partner for customer satisfaction
• Sage 1000 really exciting prospect hope that
  Sage recognise and commit to the RD
• ICScan a key differentiator for our business
  and total delight from our customers
• Treats there will always be something we can do
  better!
• Thankyou