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Mods, AddOns

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Additional dashboards and reports. Sage 1000 Update. V2.3 due for release. ... Reports and dashboards in. multi-currency mode. French & German language support. ... – PowerPoint PPT presentation

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Title: Mods, AddOns


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Mods, 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)

3
Mods, Add-Ons ExtrasAlan Cobbald Technical
Director CPiO
  • Overview of CPiO
  • Software Services
  • What we do
  • CPiO solutions
  • Ad Hoc solutions

4
Mods, Add-Ons ExtrasAlan Cobbald Technical
Director CPiO
  • What we do
  • Who are we (CPiO departmental structure)
  • Skills
  • Products

5
Mods, Add-Ons ExtrasAlan Cobbald Technical
Director CPiO
  • CPiO Solutions
  • QuickSearch
  • QuickImport
  • Sage200 APIs
  • Extended modules(Requisitions)

6
Mods, Add-Ons ExtrasAlan Cobbald Technical
Director CPiO
  • Ad Hoc Solutions
  • Data capture
  • Barcoding
  • Data Import
  • Integration
  • Analysis Reporting

7
Mods, 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

8
Mods, Add-Ons ExtrasAlan Cobbald Technical
Director CPiO
  • Real life example
  • Steve Thomas - Paintbox

9
Mods, Add-Ons ExtrasAlan Cobbald Technical
Director CPiO
  • Questions Answers

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Introduction
  • Carol Peaple, CPiO
  • Sage Line 500
  • New features
  • Amanda Turvill, Sage
  • The Roadmap and Sage 1000 v3

12
Sage 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

13
Sage 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

14
Sage 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.

15
CPIO Customer Day 19th May 2009
  • Amanda Turvill- Enterprise ERP Product Manager

16
Agenda
  • Roadmap 2009- 2012
  • Enterprise Strategy
  • Sage 1000 Suite
  • Customer benefits
  • Released In 2009

17
Sage 1000 Suite
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Reporting
  • Goals
  • Introduce an intuitive data model
  • Introduce data model documentation
  • Introduce an easy to use data model tool
  • Flexible modern reporting
  • Default reporting tool

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Reporting
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Integration
  • Goals
  • Introduce an intuitive integration model
  • Introduce an easy to use data model and
    integration management tool

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Integration
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
22
ERP UI
  • Goals
  • Introduce modern UI experience
  • Introduce flexible process flow
  • Introduce flexible enhancements
  • Allow incremental introduction of the above

23
Sales Order Entry Line 500
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Sales Order Entry Future
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Sales Order Entry Future
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Sales Order Entry Future
27
Sales Order Entry Future
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Before Exchange Difference Acc
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After Exchange Difference Acc
30
Benefits 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

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Benefits 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

32
Released 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

33
Released 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

34
Released 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

35
Thank you
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Driving Business EfficiencyRoger Fleury,
Director, CPiO
Top Ten Tips
38
1. Maximise the technologyyou already have
  • Implement the modules / products youve
    purchased
  • Review and use the latest functionality in
    software upgrades

39
2. 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

40
3. Mould the technology to your business
  • Review and automate business processes
  • Time-consuming processes
  • Processes caused by inaccurate data
  • Respond to customer/partner requirements

41
4. 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

42
5. Identify Islands of automation
  • Integrate them into/with Sage
  • Integrate with your customers and suppliers
  • De-duplicate data entry between systems

43
6. 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
44
7. 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

45
8. 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

46
9. 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

47
10. And finally
  • Talk to CPiO

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final thoughts
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(No Transcript)
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