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January 24, 2007

Certified Trainer Conference Call. January 24, 2007. Introductions. Host Julie Elm – Customer and Partner and Program Manager, Sage ACS Sage Staff Presenters & Attendees Leslie Burkes - Director Sage Learning Services, Sage Non-Profit Solutions

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January 24, 2007

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  1. Certified Trainer Conference Call January 24, 2007

  2. Introductions • Host • Julie Elm – Customer and Partner and Program Manager, Sage ACS • Sage Staff Presenters & Attendees • Leslie Burkes - Director Sage Learning Services, Sage Non-Profit Solutions • Susan DeLuca - Mgr. Sage Learning Services, Sage Abra HRMS • Janet Moore - Mgr. Sage Learning Services, Sage SalesLogix • Natalie Johnson - Mgr. Sage Learning Services, Sage ACS • Celina Oliver – Partner Programs Specialist, Sage ACS

  3. Today’s Agenda • 2007 Certified Trainer Renewals • Sage Software University and Certified Trainer Web Sites • Update By Product • Sage Abra HRMS • Sage MIP Fund Accounting • Sage SalesLogix • Sage MAS 90 and MAS 200 • Sage MAS 500 • Sage BusinessWorks • Sage PFW • New Layout for future Certified Trainer Calls • Program Reminders & Questions

  4. Certified Trainer Program Renewal Benefits • Certified Trainer Program is an annual program that expires on March 31st of each year • Program Renewal Benefits (by March 31, 2007) • Continue to promote your Certified Trainer status and services to provide classroom and onsite training to customer and business partners • The ability to purchase Sage Software certified student course curriculum for the courses titles for which you are a certified trainer • Automatic updates to certified trainer course curriculum • Continued use of the Certified Trainer Logo for use in marketing your services • Discounted renewal rate (20% savings) • Continued access to the Sage Certified Trainer web site, which includes classroom and trainer tools

  5. Certified Trainer Renewal Process • Initial notices will be sent 60 days in advance of the expiration (First Week of February 2007) – No action required • Renewal notices will be sent 30 days in advance of the expiration • Contains a detailed breakdown of each trainer’s certifications and renewal fees • Renewal rates are based upon the number of teaching days and purchase date of the original trainer curriculum • For example, MAS 90 Core Applications – 4 day class • Renewal rate is 80% of the original trainer curriculum purchase price or $320.00 • At time of renewal, Sage may require a class and/or product assessment

  6. Sage Software University • Sage Software University • One-stop shop for all Sage Software training needs • Through “My University” you can register for class, join your Realtime and Anytime Learning Sessions and launch assessments • View your contact information, past training and assessment history www.sagesoftwareuniversity.com/

  7. Sage Software University • The new Sage Software University available for: • Sage MIP Fund Accounting • Sage SalesLogix • Sage MAS 90 and MAS 200 • Sage MAS 500 • Sage BusinessWorks • Sage PFW • Sage ACCPAC • Sage Abra HRMS • Scheduled to replace existing system in 2007

  8. Sage Software University • Create your own unique Partner Profile • One profile per employee Click here to create your Partner Profile

  9. Sage Software University Partner Getting Started Guide* Learn how to set up your partner login and what Sage University has to offer! *Sage Non-Profit Solutions access coming soon!

  10. Where did the Certified Trainer Web Site go? • No longer accessible via Sage Education Web site link • To access, go to: http://www.sagesoftware.com/education/CT/default.cfm login: certified password: education • Also accessible via Sage Software University • CT website to move Sage University in near future Thru Sage Software University* *Sage Non-Profit Solutions access coming soon!

  11. Susan L. DeLuca, CPT Manager Sage Learning Services Sage Abra HRMS

  12. Sage Abra HRMS • May I introduce myself? • Where are we in the Abra Learning Services department? • Where are we going?

  13. Sage Abra HRMS

  14. Leslie Burkes Director Sage Learning Services Non-Profit Solutions

  15. Sage MIP Fund Accounting • Trainer Certification for version 8.1 • Only AFM certified trainers are required to attend certification training & take assessment • Classes begin January 31st • Attendance at certification class and passing assessment is required before ordering AFM curriculum • Draft AFM curriculum will be available for certification class and to use as a study guide for the AFM assessment • Multicurrency will not be included in the 8.1 curriculum/certification process

  16. Sage MIP Fund Accounting • Curriculum Update • Version 8.1 Core, Payroll and Year End books scheduled for release by February • Version 8.1 AFM and Tech books scheduled for release by March • Make sure you allow time for the new curriculum to arrive before scheduling your 8.1 classes • Adding version number to curriculum ordered through Sage Software Online

  17. Sage MIP Fund Accounting • MIPT Update • Version 8.1 MIP Training database scheduled for release by February • MIPT is now available on Sage Software University • Detailed database changes are discussed in certification class

  18. Janet Moore Manager Sage Learning Services CRM Solutions

  19. Sage SalesLogix • Name Changes – will see in future curriculum versions • Sage CRM SalesLogix  Sage SalesLogix • Sage CRM  SageCRM • Sage SalesLogix v7.2 – May 2007 release • New Web Client • Re-designed architecture (.Net, ASP.Net, XML, Web Services, etc.) • Imbedded Mobile development environment • Some Admin curriculum updates possible with v7.2 release • New Web Client v7.2 End User curriculum

  20. Natalie Johnson Manager, Sage Learning Services Accounting Solutions

  21. Accounting Solutions (ACS) • Sage MAS 90 and 200 • 4.2 Product Release March 2007 • Updated curriculum release April/May 2007 • Introduction • System Administrator • Setup and Processing Accounts Payable • Core, Distribution, Payroll Period/Year end Self-Study Guides • Save your 4.1 Core trainer kits • Will send only replacement modules Intro/SA/AP setup and processing • 4.1 version of these curriculums will still be available to order • 4.2 Customer Workshop curriculum available upon product release

  22. Accounting Solutions (ACS) • Sage MAS 90 and 200 • Sage MAS 90 and 200 4.2 Partner Workshops – Now available! • All Sage MAS and 200 Certified Trainer must attend in order to remain trainer certified.

  23. Accounting Solutions (ACS) • BusinessWorks version 7 • Released November 2006 • Still analyzing any update • PFW • Trainer Kits – end of January 2007 • Student Curriculum – Mid February • More communications as projects are more finalized • Student Resources for case downloads

  24. Reminders: New Communication Tools • Curriculum Issue Request Form Use this form to report curriculum issues or problems (including: error message, misspellings, page number inaccuracies, problems with data sets, etc.

  25. New Communication Tools • Curriculum Enhancement Request Form Use this form to report curriculum enhancement requests. Enhancements are suggestions as to how to better improve the current curriculum.

  26. New Communication Forms • Forms can be found on the Certified Trainer Web site • Send completed forms to ctprogram.na@sage.com

  27. General Information • Visit the Certified Trainer Web site for • Certified Trainer Conference Call Schedules • Certified Trainer Conference Presentations • Submit agenda topics

  28. Future Meetings • Continue to conduct a quarterly Certified Trainer Conference Call • Alternate quarterly between a “general call” and a “Business Unit” (product specific) call • Opportunity to explore product specific issues such as specific curriculum topics • Next quarter: Product Specific • Calls will be held in April • Meeting notices with agenda topics to go out the first week of March

  29. Certified Trainer Conference Call Schedule • Business Unit/Product Specific CT Conference Call Dates • ACS (Sage MAS 90, 200 and 500, Sage BusinessWorks and Sage PFW) – Tuesday, April 17th 10:00 AM PST, 11:00 AM MST, 12:00 PM CST, 1:00 PM EST • Sage Non-Profit Solutions - Wednesday, April 18th 10:00 AM PST, 11:00 AM MST, 12:00 PM CST, 1:00 PM EST • Sage SalesLogix - Wednesday, April 11, 2007 at 9:00 AM PST, 10:00 AM MST, 11:00 AM CST, 12:00 PM EST • Sage Abra HRSM – To be Announced

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