Improving Business Efficiency and Geoff Skinner 16 th October 2012 Roger Overell

1. Improving Business Efficiency and Geoff Skinner 16th October 2012 Roger Overell

2. Sage 1000 / L500 – Business Efficiency • Reporting / BI • Spreadsheet optimisation • Line of business enhancements • Automation of repetitive tasks • Sage Projects and additional modules • CRM and Marketing • e-Reqs

3. Reporting / Business Intelligence • The more you understand your business data, the better decisions you’ll make • Understand your costs and margin • Understand revenues and profit • Identify key operational data • Empower users to prepare their own reports and take the stress away from the finance department • Automatically prepare board report packs saving time • Latest and greatest • Dashboards • Mapping

4. Spreadsheet Optimisation • There’s nothing wrong with spreadsheets. Spreadsheets are a great tool for understanding business data. • Beware if spreadsheets are becoming an essential line of business application

5. Line of Business Enhancements • Line of business application integration • Form Control Extensions allow you to add business logic to the Sage client • You can add processing to forms and fields, as well as have dedicated FCE buttons present on these forms • FCEs allow you to call specific line of business developments, depending on a user request, or specific values on forms, such as quantities and prices • FCEs can read values that users have entered and access internal or external data to perform calculations and ultimately populate form data • Examples :- • Rounding order quantities up or down based on a pre-populated carton quantity • Establishing prices based on CRM quotations • Provide complex information from Sage as well as external systems

6. Automation • Autoq allows automation of Sage 1000/L500 processes, but cannot implement any logic, or react to unexpected events • Sage automation can run Sage 1000/L500 processes through the Sage client, and can react to field values, the particular form that has been displayed and any popup dialogs • Automation can have an immediate ROI in terms of the manual time it can save • Automation examples :- • Batch posting • Inter company transactions • Printing

7. Sage Projects and Additional Modules • Projects • Currently 136 Projects currently available. • Credit Management • Account status code • Define an unlimited number of account status codes, which will be applied to Accounts Receivable customer accounts. • Customer credit information • For each customer account, record additional credit control information, including: • Account status. • Next call date. • Free text fields. • Additional contact information. • Promised cheque values and dates expected. • Diary management • Automatically generate ‘to do’ lists by credit controller based on outstanding balances and overdue days. • Process ‘to do’ lists • From one integrated option, carry out the following tasks: • Review the ‘to do’ list on screen. • Select a call and automatically display the full account details on-screen. • Review the original order. • Record details of the call, including free format text, next call date and promised cheques with dates, and update the customer status if required. • Print an instant statement to be sent to the customer. • Review reminder letter history for an item. • Print an instant reminder letter. • Print a report showing the current status of the account and the call history. • Review previous calls relating to an item. • Flag an item as disputed and record the reason for this. • Reporting • Promised cheques report. List all promised payments, presenting them as a simple cash flow.

8. CRM • CRM is not just a contact management system • Managing and understanding your sales pipeline will enable you to plan your costs, cash and operational resources • Effective service is essential today, with customers demanding SLAs to trade with us • CRM provides a vehicle for taking and managing inbound calls (including emails) and enforcing SLAs • Integration with ERP means sales people will be fully furnished with all information they need • What’s been bought and when • What is owed • What problems have occurred

9. Marketing • Social networking is a new and cost effective route to market • Our key business partners will have pages on Facebook, Twitter and YouTube • We need to understand how these work, how we should interact with them and how we should deploy our own pages • Our pages should link to those of our key suppliers and visa versa • The holy grail is to make your way to number in the Google rankings (a black art in itself !) • This is not to be underestimated – imagine having an advert on this man’s page !

10. Web Sites • All businesses have web sites these days • The key to climbing up the Google ladder is change, clicks and links • Regardless of Google, our web sites should be relevant to our customers • Customers expect an amount of self service • Order tracking • Case tracking • Blogs are all the rage • Clean and simple presentation is the order of the day http://www.k3fds.com

11. e-Reqs • e-Reqs is a web based purchase requisition solution which integrates with Sage Line 500 and Sage ERP 1000 • Provides a simple to use web interface to raise and authorise purchase order requisitions, through user configurable workflows • e-Reqs reaches out to an extended ERP community, empowering departments to serve themselves, automating the approval flow and reducing the dependency on the central finance function

12. Features - General • Simple to use web application • Single web interface to any number of Sage companies • Extensive configurability to turn features on and off • Interfaces to Standard G/L, Project Costing and Vi Contract Costing for budgeting • Role based security to control ability to create and authorise requisitions

13. Features – Workflow (1) • Requisitions are created as a particular requisition type • All requisitions must be approved via a workflow, which is configured against a requisition type and target company • A workflow can have any number of approval stages, with each stage having a monetary limit. The requisition must be approved at every stage in turn, until it reaches a stage where the limit exceeds the value of the requisition • Optionally, a mandatory final approval stage can be configured

14. Features – Workflow (2) • Can define a list of users who can approve particular requisition types within a company, at particular stages/monetary thresholds • Can define holiday delegates • Requisitions can be accepted to move to next stage of workflow or … • … rejected directly back to the requestor, or to an earlier stage • After final stage, purchase order is created in Sage company • Emails are sent to notify request for approval, rejection or purchase order creation • Web service available for linking external systems to approval/rejection process

15. Features – Requisitions (1) • System can be configured to accept one supplier and multiple delivery location, or one delivery location and multiple suppliers • Wizard like navigation makes it simple to use

16. Features – Requisitions (2) • Products (services only) are selected based on cost centres • Enter quantity, cost and date required (currency determined from supplier)

17. Features – Budgeting & Posting • System can be configured for no entry of project codes/cost centres … • … project codes and cost centres from project accounting … • … or contract codes and cost centres from VI contract costing

18. Features – Requisitions (3) • Special Instructions • Document attachments

19. Features – Budget Checking • Determines budget from G/L, Project Accounting or Contract Costing • Takes into account commitments, if commitment accounting is turned on

20. Features – Authorisation • User who has authorisation role has a list of authorisations • Authoriser can accept or reject the requisition

21. Features – Receipting • User who has purchase ordering role has a list of purchase orders • Can fully, part or short receipt by quantity or by value

22. Features – Coming Soon !

23. Business EfficiencyThank You Enjoy the Casino