The Checklist for Modern ERP: ERP Made Sexy
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Transcript of The Checklist for Modern ERP: ERP Made Sexy
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The Checklist for Modern ERPJanuary 14, 2014
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Agenda Today:•Introductions and Housekeeping•What is Modern ERP?•Comparing the categories•Q&A•Next Steps
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Introductions
•Alicia Anderson – Facilitator▫Marketing, Blytheco▫Atlanta-based
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Skip Hulme• Sage X3 Practice Manager• In Blytheco’s Laguna Hills, CA office• 25 years of professional experience in
application design and development, product management, and technology consulting
• Senior Product Manager for both Sage 500 and Sage ERP X3 at Sage North America
• Central role in developing the localized version of the X3 Standard Edition, including its Implementation Methodology and Kit.
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Charles Rogers• Sage Solution Architect• Blytheco's Laguna Hills, CA office. • Specializes in training and solution design for Sage
100 ERP, BusinessWorks, Distributing and Manufacturing, Crystal Reports and FRx.
• Over twenty years of Sage 100 ERP experience as an end user, consultant and Certified Trainer. He is a Certified Trainer for Sage 100 ERP, Sage Intelligence, BusinessWorks, Crystal Reports, FRx.
• Has received the ATC National Trainer of the Year award.
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Rick Cobb• NetSuite Solutions Architect• Sage Pro Consultant • In Blytheco's Denver, CO office• Over twenty-four years of business information
system implementation experience, plus certifications in Sage Pro ERP, Sage 100 Extended Enterprise Suite, and is a SalesLogix LAN Engineer.
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What is “Modern ERP”?
•Capabilities based on technology improvements that help improve business performance
•Available in newer solutions such as NetSuite and Sage ERP X3
•Also available as traditional ERP systems (such as Sage 100) evolve.
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Modern ERP Capabilities
•Workflows and Collaboration
•Reporting•Mobility•Deployment options
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Workflows and Collaboration
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Workflows: Legacy ERP
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Workflows – Legacy Transitioning to Modern ERP
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Workflows – Modern ERP
• Intuitive navigation through business processes
• On-screen guidance through procedures.
• One-click access to any functions of the system.
• Automated alerts to accelerate and control business processes
• Event driven, rule based workflow engine.
• Multi-level signature management.
• E-mail notifications and response.
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Workflows – Modern ERP
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Collaboration – Legacy ERP
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CEOCFO
Sales Rep/Manager
ShippingManager
Customers
Vendors Partners
ECOMMERCE
MANUFACTURING
ERP
CRM+SINGLE DATA
SOURCE
Production Manager
Ecommerce Manager
Collaboration – Modern ERP
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How does it help you?▫ Enforce business rules
consistently and automatically
▫ Nothing falls through the cracks
▫ Reduces time spent on tracking things down
▫ Increases visibility of workflow of team members Including
vendors/partners/customers
▫ Focuses attention on high-value activities
▫ Focuses attention on exceptions
Workflows and Collaboration
Custom approval processesDrip marketing campaignsData entry validation/enforcementNotifications
SupportCollectionsSales
Custom user interfaces (UI)Use your imagination!
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Reporting
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Reporting - Legacy ERP
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Reporting - Legacy ERP
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Reporting - Legacy transitioning to Modern ERP
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Reporting - Legacy transitioning to Modern ERP
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Reporting - Legacy transitioning to Modern ERP
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Reporting - Legacy transitioning to Modern ERP
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Reporting: Sage X3
•Screen shots needed here
Reporting - Modern ERP
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•Simple intelligence tools: no need for Excel programming, database synchronization or ERP data import/export.
•Stay ahead of trends and unveil opportunities with easy-to-use business analysis tools and reports
Reporting - Modern ERP
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Reporting: NetSuite
Reporting - Modern ERP
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Reporting: Modern ERP
– Easy for the end-user and intuitive– Real-time information for decision-
making– Personalized, easily configured– Out of the box
How does it help you?
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Mobility
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Mobility - Legacy ERP
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Mobility – Legacy transitioning to Modern ERP
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Mobility – Legacy ERP transitioning to Modern ERP
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MobilityComplete visibility and management from your mobile device
Self-ServiceSubmit web based time and expenses and requests via the webSelf-serve customers, vendors, partners
Visibility from AnywhereReal-time role based dashboards Self-service reporting and analyticsPersonalized
Mobility - Modern ERP
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▫Enables collaboration with partners and vendors
▫Keeps teams productive when they are on the road and in the field
▫Reduces IT workload
Mobility - Modern ERP
How does it help you?
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Deployment Options
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Deployment Options - Legacy ERP
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Deployment Options - Legacy transitioning to ERP
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Deployment Options – Modern ERP
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• User-centric collaborative workspace
• Secure access to functions and data via local and extended networks, including https mode
• Fully Web services compliant (XML, UDDI, WSDL, SOAP, REST)
Deployment Options – Modern ERP
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Deployment Options - Modern ERP
▫Scalability▫Greater processing capacity▫Data centers often do a better and cheaper
job than many companies can do on their own
▫Reduces IT workload▫Choice of server platforms (X3)▫Available anywhere, on any device, at any
time
How does it help you?
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To sum up…
•Modern capabilities help you take advantage of technology improvements to improve business performance.
•Available in new systems and as add-ons to traditional systems.
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Feel like your system needs a refresh?
•Bly:Optimize – Business Process Optimization
•Service exclusively for Blytheco customers
•Consultant evaluation and “tune up”•Understand what’s available, what would
improve performance•Clear, cost-effective recommendations
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Q&A
•Please type your question into the Questions pane on the GoToMeeting dashboard
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Next Steps?• More in the webinar series:
▫ February 11 - Taking Sage 100 to Sage X3: Comparing the Solutions and Finding the Best Fit for You
▫ March 11 - Netsuite and Sage ERP X3: Solution Shootout• Missing something in your system?
▫ blyOptimize to assess how to get you there• Perform your own Gap Analysis• More must-haves? Top 10 Checklist PDF• Attend a Sage Inspire Tour meeting in your city.• See a demo of Modern ERP
▫ 800.425.9843, extension 2501▫ [email protected]
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Thank you!