The TaiRox Roadmap for Sage 300 ERP Don Thomson, CEO.
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Transcript of The TaiRox Roadmap for Sage 300 ERP Don Thomson, CEO.
![Page 1: The TaiRox Roadmap for Sage 300 ERP Don Thomson, CEO.](https://reader036.fdocuments.us/reader036/viewer/2022062314/56649e4e5503460f94b44de4/html5/thumbnails/1.jpg)
The TaiRox Roadmapfor
Sage 300 ERP
Don Thomson, CEO
![Page 2: The TaiRox Roadmap for Sage 300 ERP Don Thomson, CEO.](https://reader036.fdocuments.us/reader036/viewer/2022062314/56649e4e5503460f94b44de4/html5/thumbnails/2.jpg)
Areas of Focus
• Multi-Company Support– “I want the same chart of accounts for 20 companies”– “I want the same user permissions in all companies”
• Companies That Ship Lots of Orders– “I want to ship & invoice 300 orders”– “I want to update prices for all outstanding orders”– “I don’t want day-end to take 45 minutes”
• Fast Tools for Resellers and Clients– Copy Company, Fast DBTools, Fast Data Integrity
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TaiRox 2015 (so far)• TaiRox Productivity Tools
– Menu Control, Availability by Module– Copy GL & IC Segment Codes and GL Account
Groups– Update Shipments and Orders for a price list– Accounting Status Respects Security– Override Credit Limit When Invoicing Shipments
• Custom Order Entry (XO prefix)– Install, Activation, Security, Menu Control, Versions
• SOX User Management– ADMIN User Proxies
![Page 4: The TaiRox Roadmap for Sage 300 ERP Don Thomson, CEO.](https://reader036.fdocuments.us/reader036/viewer/2022062314/56649e4e5503460f94b44de4/html5/thumbnails/4.jpg)
![Page 5: The TaiRox Roadmap for Sage 300 ERP Don Thomson, CEO.](https://reader036.fdocuments.us/reader036/viewer/2022062314/56649e4e5503460f94b44de4/html5/thumbnails/5.jpg)
Agenda
• TaiRox Products
• Selling TaiRox + Sage 300 ERP
• What’s Cooking in The Lab
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Themes
• It’s Just Plain Wrong!
• Continuous Improvement
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• It’s Just Plain Wrong!
Import/Export Evolves
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Copy Company Evolves
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Copy Company Evolves
• There are recipes in the user guide appendices
– Copy G/L Integration settings to a live company
– Change functional currency
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Extended G/L Accounts
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Audit Reports Evolve
• It’s Just Plain Wrong!
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SOX User Management Evolves
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Day End Evolves
• It’s Just Plain Wrong!
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Delete Quotes Evolves
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Ship Orders
For companies that ship dozens or hundreds of orders at once
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Invoice Shipments
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Update Orders
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Process Flows Evolve
• It’s Just Plain Wrong!
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Create PO Evolves
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Stock Reorder Evolves
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Item Finder Evolves
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Item Finder Evolves
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TaiRox Productivity Tools
• TPAC 2013: 8 tools, 10 features
• TPAC 2014: 30 tools, 50 features
• TPAC 2015: 38 tools, 100 features, translations
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TaiRox Productivity Tools
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Continuous Improvement
Why?How?
141, 59, 37
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#1 – The Upgrade Concept
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#2 – The Training Concept
• 2 Days Training Every 6 Months– $2,000
• Free Updates Included:– Sage PUP– TaiRox Updates
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#3 – The Bundle Concept
![Page 29: The TaiRox Roadmap for Sage 300 ERP Don Thomson, CEO.](https://reader036.fdocuments.us/reader036/viewer/2022062314/56649e4e5503460f94b44de4/html5/thumbnails/29.jpg)
#3 – The Bundle Concept
![Page 30: The TaiRox Roadmap for Sage 300 ERP Don Thomson, CEO.](https://reader036.fdocuments.us/reader036/viewer/2022062314/56649e4e5503460f94b44de4/html5/thumbnails/30.jpg)
Find Out More
• Ask Us About Selling Continuous Improvement
• See Products & Customizations at TaiRox booth
• http://www.tairox.com/products-overview.html
• http://www.tairox.com/
• Questions?
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Fast UOM Tools
• ICUCOD is right• ICUNIT might be• CI – make the same• CS – diagnose / fix
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Wide Order Entry
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Translations
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Integrity Testing Service
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Integrity Testing Service
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(Fast) Code Changers
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Web Self-Service Under $1,000
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Web Self-Service Under $1,000
![Page 40: The TaiRox Roadmap for Sage 300 ERP Don Thomson, CEO.](https://reader036.fdocuments.us/reader036/viewer/2022062314/56649e4e5503460f94b44de4/html5/thumbnails/40.jpg)
Web Self-Service Under $1,000
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SOX, HIPAA, Etc. Compliance
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SOX, HIPAA, Etc. Compliance
![Page 43: The TaiRox Roadmap for Sage 300 ERP Don Thomson, CEO.](https://reader036.fdocuments.us/reader036/viewer/2022062314/56649e4e5503460f94b44de4/html5/thumbnails/43.jpg)