Sage Work Stream Focus Groups

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Sage Work Stream Focus Groups

• Cherryl Holliday Graham Hoyle
• June 2009

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Agenda

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

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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

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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
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Our Approach

• 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.

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Work Streams
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Internal v External

• Stage one
• Gather information based on our own internal
  experience
• Consultants Professional Services
• Support
• 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
• Via WebEx,
• Conference Call,
• Face to Face

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Stage One Internal Work Streams
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Work Streams

• Financials
• Commercial
• Manufacturing
• CRM
• Additional Modules
• HR Payroll

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Work Stream FinancialsCherryl Holliday
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Work Stream CommercialGraham Hoyle
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Work Stream Guidelines

• 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

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Work Stream Progress

• 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

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Internal v External

• 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
• Focus groups
• Site Visit business process
• Explorer information gathered internally
• Demonstrate progress
• Focus groups
• WebEx, Conference Call
• Business Partner interaction

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Stage Two External Work Streams SUN Focus
Groups

• Graham Hoyle

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Focus Group Format

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

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Focus Group

• First Focus Groups
• At The Binding Site Ltd on June 25th
• Financials 1000 1200
• Commercials 1300 - 1500
• If you are interesting in attending, Contact
  Nicole
• njames_at_SageUserNetwork.com
• Going Forward
• Themes
• Frequency
• Continuity
• Start of a journey

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Work in progress
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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

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

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Current Product
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Current Product
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Current Product
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Current Product
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Current Product
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Future Product
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Copy to Excel
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In closing

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

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Questions?