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Sage Work Stream Focus Groups. Cherryl Holliday & Graham Hoyle June 2009. Agenda. Why we are here Our Thinking Our Mission Approach Internal v External Internal Work streams Focus Groups Format Progress. Why we are here.

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Sage work stream focus groups

Sage Work Stream Focus Groups

Cherryl Holliday & Graham Hoyle

June 2009


Agenda
Agenda

  • Why we are here

  • Our Thinking

    • Our Mission

    • Approach

    • Internal v External

    • Internal Work streams

  • Focus Groups Format

  • Progress


Why we are here
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


Our thinking
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”


Our approach
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.



Internal v external
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



Work streams1
Work Streams

  • Financials

  • Commercial

  • Manufacturing

  • CRM

  • Additional Modules

  • HR & Payroll




Work stream guidelines
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


Work stream progress
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


Internal v external1
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



Focus group format
Focus Group Format

Each meeting will have a theme

Ascertain whether modules/options are still relevant to you

How they’ll 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


Focus group
Focus Group

  • First Focus Groups

    • At The Binding Site Ltd onJune 25th

    • Financials 10:00 – 12:00

    • Commercials 13:00 - 15:00

    • If you are interesting in attending, Contact Nicole

  • Going Forward

    • Themes

    • Frequency

    • Continuity

      • Start of a journey



Approach ui and usability
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, andimprove the flow and composition


Forms style

Title bar using standard Sage style

Forms Style

Toolbar along top using standard Sage icons

Groupboxes in new Sage brand colour

Style for Legacy lists




Forms style3
Forms Style

Tooltip assistance to identify tab


Deep refresh approach
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









In closing
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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