Title: Mods, AddOns
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2Mods, Add-Ons ExtrasAlan Cobbald Technical
Director CPiO
- Turning that 80 fit to 90
- Agenda
- Overview of CPiO Software Services (Alan Cobbald)
- Real life example (Steve Thomas)
- Questions Answers (Alan Cobbald)
3Mods, Add-Ons ExtrasAlan Cobbald Technical
Director CPiO
- Overview of CPiO
- Software Services
- What we do
- CPiO solutions
- Ad Hoc solutions
4Mods, Add-Ons ExtrasAlan Cobbald Technical
Director CPiO
- What we do
- Who are we (CPiO departmental structure)
- Skills
- Products
5Mods, Add-Ons ExtrasAlan Cobbald Technical
Director CPiO
- CPiO Solutions
- QuickSearch
- QuickImport
- Sage200 APIs
- Extended modules(Requisitions)
6Mods, Add-Ons ExtrasAlan Cobbald Technical
Director CPiO
- Ad Hoc Solutions
- Data capture
- Barcoding
- Data Import
- Integration
- Analysis Reporting
7Mods, Add-Ons ExtrasAlan Cobbald Technical
Director CPiO
- Whatever your problem Ask CPiO
- Free review meeting
- If we cant help, we probably know someone who
can
8Mods, Add-Ons ExtrasAlan Cobbald Technical
Director CPiO
- Real life example
- Steve Thomas - Paintbox
9Mods, Add-Ons ExtrasAlan Cobbald Technical
Director CPiO
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11Introduction
- Carol Peaple, CPiO
- Sage Line 500
- New features
- Amanda Turvill, Sage
- The Roadmap and Sage 1000 v3
12Sage Line 500
- Current version v7.1
- Supported on Windows 2008/SQL 2008 and Windows
2003/SQL 2005 - Support for Microsoft Vista
- 32 64 bit editions
13Sage 1000
- Current version v2.2
- Sales quote and Sales order primary entity
- Windows Vista support
- Supplier type accounts
- Re-styled forms in Fin Ops
- Additional dashboards and reports
14Sage 1000 Update
- V2.3 due for release.
- Full compliance for French German legal
fiscal. - Reports and dashboards in multi-currency mode.
- French German language support.
- Improved screens for AP, PO and Requisitions.
- Include enhancements delivered in Line500 v7.1
and Sage CRM v6.2. - Support for Windows 2008/SQL2008.
15CPIO Customer Day 19th May 2009
- Amanda Turvill- Enterprise ERP Product Manager
16Agenda
- Roadmap 2009- 2012
- Enterprise Strategy
- Sage 1000 Suite
- Customer benefits
- Released In 2009
17Sage 1000 Suite
18Reporting
- Goals
- Introduce an intuitive data model
- Introduce data model documentation
- Introduce an easy to use data model tool
- Flexible modern reporting
- Default reporting tool
19Reporting
20Integration
- Goals
- Introduce an intuitive integration model
- Introduce an easy to use data model and
integration management tool
21Integration
APIs
Data Model Documentation
Additional uses
Sage 1000 Studio
Usage
Sage Report Designer
Excel etc.
Application
Business Logic
ERP Reports
E.g. SalesOrderHeader
Database Views
E.g. SalesOrderDetail
Physical Tables
22ERP UI
- Goals
- Introduce modern UI experience
- Introduce flexible process flow
- Introduce flexible enhancements
- Allow incremental introduction of the above
23Sales Order Entry Line 500
24Sales Order Entry Future
25Sales Order Entry Future
26Sales Order Entry Future
27Sales Order Entry Future
28Before Exchange Difference Acc
29After Exchange Difference Acc
30Benefits for Line 500 Customers
- Improved UI and Usability Experience
- Long term individual workspace for each user
- Long term unified user interface across Sage 1000
suite - Sorting and filtering of list based data
- Common reporting tool
- Long term one reporting solution across the whole
suite - Long terms options for excel export across whole
ERP - Simplified creation of reports and documentation
- Improved Integration
- Suite components integrated utilising S Data
- Sage overview across 3rd party product offerings
- Start up ERP Focus Groups
- Organised through Sage User Network
- Birmingham 25th June, focused on Commercial and
Financial modules
31Benefits Sage 1000 Customers
- All benefits outlined to Line 500 customers
- Additional features from Line 500
- Flexibility to integrate with all Line 500
modules - Additional features from CRM
- Flexibility to integrate with other features of
Sage CRM - Flexible Upgrades
- Upgrade ERP and CRM at different times to fit
around business - Start up CPIO Sage 1000 Suite CRM Focus Groups
- Work through data structure, customisation,
feature split within the ERP and CRM
32Released 2009
- Line 500/ Sage 1000 Payroll 2009
- Released March
- Additional Platform support
- Line 500 v7.1 on AIX 5.3, AIX 6.1, Sun Solaris 9
- SQL Server 2008 support for Line 500 v7.1
- SQL Server 2005 SP3 support in Line 500 v6
upwards - New Platform list available- May
- Sage 1000 v2.3
- Releases end May
33Released 2009
- Sage 1000 Asset Management (Asset 1000)
- Integration under development
- Released June
- Sage 1000 HR
- Reuse the link previously developed
- Released June
- German Accreditation for Line 500 v7 and v7.1
- Due for accreditation July
- Customer roll out September
34Released 2009
- SLX 7.5 Integration
- Scheduled testing June
- Tested on versions Line 500 5.5 onwards
- Legal and Fiscals
- EC Sales List and VAT Changes for 2010
- Communication July
- Patch available end of year 09
- Virtualization/Citrix
- Investigations into support
35Thank you
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37Driving Business EfficiencyRoger Fleury,
Director, CPiO
Top Ten Tips
381. Maximise the technologyyou already have
- Implement the modules / products youve
purchased - Review and use the latest functionality in
software upgrades
392. Help your people to gain full value, with
professional training
- Shorten the learning curve
- Maximise productivity
- Benefit from time-saving shortcuts
- Motivate and retain staff
403. Mould the technology to your business
- Review and automate business processes
- Time-consuming processes
- Processes caused by inaccurate data
- Respond to customer/partner requirements
414. Use your Sage system to improve control and
agility
- Use workflow to ensure consistent process control
- Set up alerts to exceptions and key events
- Remove paper-basedprocesses
- Prompt your team withto-do lists/reminders
425. Identify Islands of automation
- Integrate them into/with Sage
- Integrate with your customers and suppliers
- De-duplicate data entry between systems
436. Liberate and interrogate your data
- Past Reporting on customers, costs, stock
- Present Trend analysis stop problems
escalating - Future Create what if scenarios
Capture data where it matters if you cant
measure it you cant control it
447. Make CRM your secret weapon
- Equip admin staff to handle customers
- Release time of expensive field staff
- Retain (cheaper) existing customers
- Share your customer data
458. Use web technology
- eCommerce / customer self service
- Improve internal productivity
remote/mobile/home - Access technology e.g.
- On-demand CRM
- Virtualisation can increase hardware
utilisation to 85
469. Consider hosted managed services
- Benefit from the latest/optimal platform
- Increase business agility
- Eradicate the headache of infrastructure
management - Use people and scarce skills more productively
- Reduce your operational costs space and energy
4710. And finally
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49 final thoughts
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