Strategic Roadmap 2020 R3 - Product Management October 2020 - SynergERP
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Strategic Roadmap 2020 R3 Product Management October 2020 © 2020 The Sage Group plc or its licensors. All rights reserved.
This a roadmap and as such this presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage © 2020 The Sage Group plc or its licensors. All rights reserved.
Sage X3 Sage X3 provides faster, more intuitive and tailored business management solutions than conventional ERP for product-centric businesses looking to thrive and stay competitive in the face of growing complexity. Sage X3 transforms the management of people, processes and operations allowing businesses to embrace change at speed. Current Release 2020 R3 (12.0.23) Next Release 2020 R4 (12.0.24), scheduled November 2020 Financial management: Budget and Accounting, Fixed assets, Financial reporting 7,000+ 80 Supply chain management: Standard Purchasing, Inventory, Sales, Customer service Integrated Production management: Functionality Technical data, Manufacturing schedule, Shop floor control, customers in countries globally Project management: Planning, Tracking, Billing, Financial tracking Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. 4 None of the information should be interpreted as a commitment on the part of Sage. 10/6/2020 © 2020 The Sage Group plc or its licensors. All rights reserved.
Delivering continuous value to customers Focus on product-centric Help customers Develop and enable businesses and the access the power of the cloud a powerful circular economy and deliver innovative partner technology solutions ecosystem Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. © 2020 The Sage Group plc or its licensors. All rights reserved.
for Product Centric Organisations Multi-country | Multi-currency | Multi-site | Multi-language | International cross border trade Grow * Buy Move Make Assemble Sell Distribute Service** Seed to Procure Receive Plan * Kits Contract Pick Provision Sale Farm to Rent Contract Put away Discrete Pack Deploy Fork Lease Project Laboratory Call-off Q&A Process * Ship Service * Manage MES * Transport * Refurbish * Supported through partner add-ons and extensions ** Adoption of the Circular Economy – Sage IDG Study – February 2020 Budgeting & Planning | Accounting | Fixed assets | Financial reporting | Business intelligence © 2020 The Sage Group plc or its licensors. All rights reserved. © 2020 The Sage Group plc or its licensors. All rights reserved.
Future Focus Delivery of targeted Targeted investment World-class User Innovation servicing industry specific in cloud capabilities eXperiences industry needs capabilities and partnerships Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. © 2020 The Sage Group plc or its licensors. All rights reserved.
Sage X3 strategic product investment On-going maintenance Industry focused capabilities Maintain the existing technology New innovative modules and add- stack and enhance where required ons to support Product-Centric businesses Cloud, release and quality Localization management management tooling Delivery of new localization Improved patching and upgrade frameworks and partner management capabilities supporting aggressive program to support controlled global release cadence expansion Targeted enhancements and Technology transformation quick wins Delivery of the next generation Deliver enhancements to existing X3 framework to accelerate functionality to support NCA and delivery of cloud native customer retention & satisfaction capabilities © 2020 The Sage Group plc or its licensors. All rights reserved. © 2020 The Sage Group plc or its licensors. All rights reserved.
Sage X3 | Development roadmap Role-based Adaptive user experiences and enablement Customers and Partners Eco-system, integration APIs and developer experiences Project and service Asset and contract Resource management management management Targeted Multi-company/ Digital transformation Manufacturing for capabilities Multi-site Management finance chemicals and F&B Legislative compliance, governance and service fabric Innovation frameworks IoT, Blockchain, AI, ML and RPA Collaboration: Office 365, Teams and SharePoint Cloud tooling and release management tooling Powerful Platforms Interoperability and integration tooling Technology evolution Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. © 2020 The Sage Group plc or its licensors. All rights reserved.
Sage X3 | Recent deliverables Current Release: 2020 R2 (12.0.22) Current Release: 2020 R3 (12.0.23) • Multi-company periods closing • VAT Framework • Revenue Recognition - Enhanced • Generic VAT return process posting (Revenue part) • Drill down from VAT box to details • Compliance • VAT entities at site level • SPA, TicketBai • Revenue recognition – Enhanced • UK, VAT return - Offline mode posting and accrual management • Project milestone billing • Compliance • Denmark, legislation code added • Project - Estimated progress on budget • Payroll COVID Tax Relief Measures © 2020 The Sage Group plc or its licensors. All rights reserved. © 2020 The Sage Group plc or its licensors. All rights reserved.
Sage X3 Functional Roadmap Overview 10/6/2020 © 2020 The Sage Group plc or its licensors. All rights reserved. 11
Sage X3 Release calendar 2020 2020 2021 2021 2021 Release 3 Release 4 Release 1 Release 2 Release 3 20 Aug. Nov. 20 Feb. May Aug 20 ‘20 ‘20 21 ‘21 ‘21 ‘21 Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. © 2020 The Sage Group plc or its licensors. All rights reserved.
Sage X3 | Technical components roadmap 2020 2020 2021 2021 2021 Release 3 Release 4 Release 1 Release 2 Release 3 August 2020 November 2020 February 2021 May 2021 August 2021 SQL server 2019 MongoDB 4.2.1 Node.js 12.0 X3 engine continuous improvement Node.js 14.0 (X3 runtime, supervisor) (Syracuse server) (Syracuse server) (X3 runtime, supervisor) (Syracuse server) Elastic Search 7 Enhancement of SQL server support Continuous optimization : database (Syracuse server) (X3 runtime, supervisor) connection, patching process (X3 runtime, supervisor) Flash deprecation – visual process editor Flash deprecation – visual process Runtime optimization phase 1 editor phase 2 (Syracuse server, supervisor) CRM calendar (Syracuse server, supervisor) Platform evolutions to support new Platform evolutions to support ADC new ADC Patch (application) tester Patch (application) finder Multi-runtime support Flash deprecation IE 11 browser deprecation Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 13 © 2020 The Sage Group plc or its licensors. All rights reserved.
Sage X3 Product Suite | Release roadmap 2020 2020 2021 2021 2021 Release 3 Release 4 Release 1 Release 2 Release 3 August 2020 November 2020 February 2021 May 2021 August 2021 • Revenue Recognition - • Generic Framework for EC Sales List • Bad debts & AR Write-offs • VAT Framework – Posting & Enhanced posting (Revenue) management • VAT Framework - Currency matching Finance • VAT Framework – Drill down, • Generic Withholding tax management • Down payments (advance invoice) Site management and generic management • Multi-company: Payments & process • Revenue Recognition – Misc. Journals • Sage Bank Feeds integration • Progress billing • NEW ADC for Distribution - 1/3 • NEW ADC for Distribution - 2/3 • NEW ADC for Distribution 3/3 Distribution • Complex distribution report for FRA & (Inquiries / Entries / Inventory / (Inventory / Transfers / Issues) (Inventory / Shipment / LPN POL Sales Invoice Shipment) Operations) • Complex distribution report for USA & UK Sales Invoice • Serial number linked to a stock object • Serial number on stock operation • Serial number in Quality control & Warehousing • Dashboard and KPIs with SEI traceability stock count • Simplified stock count - enhancement Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 14 © 2020 The Sage Group plc or its licensors. All rights reserved.
Sage X3 Product Suite | Release roadmap 2020 2020 2021 2021 2021 Release 3 Release 4 Release 1 Release 2 Release 3 August 2020 November 2020 February 2021 May 2021 August 2021 • NEW Produattributct Design / New • NEW Product Design / NPI – • NEW Product Design / NPI – • NEW ADC for Shop Floor Product Introduction (NPI) Compare revisions, manage manage approvals, release to Tracking Manufacturing prototypes production • NEW Web Scheduling - Product Campaigns and Product set-up • NEW Web Scheduling – Integrate • NEW Web Scheduling – Available to matrix BOM, WO Materials, Inventory & promise / Capable to promise Purchase Orders • Estimated progress on budgets • Progress billing for projects • Weekly time sheet • Recurring billing and contract Management • Project billing centre • Performance enhancements for management Project cost structure and task planning COVID 19 tax relief measures for • GL Journal Data Transfer Process • France year end update to finance South Africa, France, Portugal, • Equity Updates law, Technical Book 2021 and Botswana, Kenya and Namibia • Mid year update South Africa N4DS • Year end update Swaziland and HR & Payroll • Year End Updates Zambia, Ghana, • Portugal update Model 10, state Malawi • Year end update South Africa, Year end update Swaziland and Kenya & Botswana budget and RUAS • V12 Enhancements for France Namibia Malawi • V12 Integration – Loans • V12 Availability planned for France and Portugal and Portugal • V9 to V12 Migration tooling V12 Integration - Backpay Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 15 © 2020 The Sage Group plc or its licensors. All rights reserved.
Automated Data collection & shop-floor execution Domain: Distribution and Manufacturing • Redevelopment of the Sage X3 Data Collection modules • 20 distribution scenarios • 5 Manufacturing scenarios • 12 Shop Floor Tracking scenarios • Adaptive experiences • Workflow and management by exception • Adoption of native device capabilities e.g. geolocation • Native App wrapper technology Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. © 2020 The Sage Group plc or its licensors. All rights reserved.
Automated Data Collection (ADC) Domain: Distribution and Manufacturing / MT and ST Cloud Only 2020 R3 Challenges Benefits The transactions based on streamlined processes In a warehouse, operator's tasks (i.e guided steps, dynamic fields/settings, products on his device polluted by some 1 repetitive, illogical or complex recap before creation) reduce errors, make operator work more reliable which will benefit 2020 R4 Proof of concept actions the site efficiency Missing security within telnet Secured transactions in the cloud is provided Stock in 2 protocol, transmits data in clear text, source of attack vectors in through encrypted communication protocol (it will 2021 Move stock (1) Stock out (1) build up business, pull customers to the cloud) R1 the Cloud Stock inquiries A good User eXperience using ergonomic and Current interface for telnet intuitive web-based UI has a direct impact on the 3 protocol is outdated & not user financial results of a company and reduces the 2021 Move (2) Transfer friendly for a daily use R2 learning time Stock out (2) Transactions require real-time Integration between applications of the site 4 data & reliable exchange ecosystem 2021 Move (3) R3 Stock out (3) Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 17 © 2020 The Sage Group plc or its licensors. All rights reserved.
Automated Data Collection (ADC) Domain: Distribution Multi-site | Multi-unit | Multi-location | Batch management | Serial number management Stock in Move Transfer Stock out Inquiries Print Miscellaneous Miscellaneous Stock by site Stock change Intersite transfer PO worksheet entry issue and product Purchase Subcontract Shipment Stock by Location reorder Product Label receipt transfer preparation location Purchase Order Count Sales picking (PO) PO to receive Put away plan Directed Picking per product Directed Put away LPN Operations 2021 R1 2021 R2 2021 R3 Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 18 © 2020 The Sage Group plc or its licensors. All rights reserved.
Automated Data Collection - Shop Floor Tracking Domain: Manufacturing Multi-site | Multi-unit | Multi-location | Batch management | Serial No. management Clocking & Tracking Setup & Run Miscellaneous Breaks Material issue Clock in Setup stop Indirect stop Manufacturing Product Clock out Setup start Indirect start reporting Time tracking Break stop Run stop Elapsed labour Unexpected material issue Break start Run start Assumes development follows on from ADC detailed in the previous slide 2021 R1 2021 R2 2021 R3 2021 R4 Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 19 © 2020 The Sage Group plc or its licensors. All rights reserved.
Sage X3 Warehousing 2020 R3 Challenges Benefits Having performance measurement 2020 Dashboard and KPIs with SEI 1 tools to make decisions and improve productivity Dashboard and KPIs with SEI R4 Serial number (stock object) Ensure traceability of serial Serial number (stock operation With the enhancement of the serial number, the 2021 traceabilirty) 2 numbers within the warehouse to enable tracking throughout the follow-up of an article is possible from its R1 Simplified stock count conception to its distribution. enhancement supply chain 2021 Serial number (processes) R2 Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 20 © 2020 The Sage Group plc or its licensors. All rights reserved.
Sage X3 Warehousing : Serial number use case Serial numbering in the pharmaceutical sector Objective: To prevent the introduction of falsified medicinal products into the supply chain • European Directive • Ensuring traceability • Ensuring quality Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 21 © 2020 The Sage Group plc or its licensors. All rights reserved.
Automated billing process Domain: Distribution and Project Management Billable items Billing automation Invoices Distribution Individually generated Inventory orders Non-inventory orders Project management Manual billing Batch generated • Project deliveries • Scheduled invoicing • Project milestones • Project progress (%) Automatic billing • Recurring billing 2020 R4 2021 R1 2021 R2 Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 22 © 2020 The Sage Group plc or its licensors. All rights reserved.
Billing Domain: Distribution and Project Management 2020 R3 Challenges Benefits Limited number of billing Introduction of new billing methods delivering more 2020 Billing center 1 methods, especially in the context of billing projects flexibility to customers to invoice products and services R4 Progress billing New billing center to get better visibility about what 2021 Complex process to manage 2 project billing can be invoiced to customer and ease the make of R1 decision Recurring billing not linked to a Ability to include in the project financial situation 2021 Recurring billing and 3 project making difficult the revenue coming from service contracts following a R2 contract management calculation of a project P&L recurring billing process 2021 R3 Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 23 © 2020 The Sage Group plc or its licensors. All rights reserved.
Product design / New product introduction (NPI) Domain: Manufacturing >25% of total revenue and profits in industries comes from the launch of new products The introduction of new products for consumers and OEMs requires detailed information, time and dedicated resources from an organisation. Multi-unit | Revision management | Quality management | Release management Pre- Develop Cost Revise Approval Release Production Financials, Project Manufacturing, Management Real-time Manage Distribution Sandbox Changes Manage costing, prototypes environment, automatically multiple Release to updates as through create create new submissions Production BOM evaluation products and revisions. and approval changes are and testing materials cycle made process Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 24 © 2020 The Sage Group plc or its licensors. All rights reserved.
New Product Introduction (NPI) Domain: Manufacturing Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 25 © 2020 The Sage Group plc or its licensors. All rights reserved.
Product Design / NPI Domain: Manufacturing 2020 R3 Challenges Benefits 1 BOM creation is inflexible and requires significant data set up Sandbox environment allows rapid creation of new Design BOM. 2020 R4 New Design BOM Real-time costing Real-time costing enables optimization of design Unable to interactively change Revisions, and costs as you go through the build process. 2 product design and see impact on Easy comparison between multiple revisions as 2021 comparisons and costs R1 Pre-Production development progresses. management Addition of specific Prototype work orders allows Prototype production is not 3 managed limited production for 1st off sampling and 2021 Approvals approvals, separated from mainstream production. R2 Status tracking through the approval process and Lack of approval process to tracking. Compliance with Good Manufacturing 4 transition from prototype to Practice (GMP). Controlled released to 2021 Release to Production production R3 production. Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 26 © 2020 The Sage Group plc or its licensors. All rights reserved.
Product Design / New Product Introduction (NPI) Domain: Manufacturing Multi-unit | Revision management | Quality management | Release management Develop Cost Revise Pre-Production Approval Release Sandbox Changes Real-time costing, automatically Manage prototypes Manage multiple Release to environment, updates as BOM create new through evaluation submissions and Production create products changes are made revisions and testing process approval cycles and materials Pre-production Define approval Create New BOM in sandbox Real-time costing Track all changes WOs cycle Product records Cost recovery Compare Create Production Materials Add operations Track approval elements revisions BOM Material Interactive Create Production properties substitutions Route 2020 R4 2021 R1 2021 R2 Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 27 © 2020 The Sage Group plc or its licensors. All rights reserved.
Web Scheduling Domain: Manufacturing • Create feasible and optimized production plan updated in Sage X3 • Meet delivery dates while using manufacturing resources as efficiently and effectively as possible • Reduce queue times and identify bottlenecks • Fast reaction to disruptive events • Multi-constraint scheduler and create multiple simulations • Supports multiple planners each managing their product lines / sites • KPI reports and ‘what-if’ comparisons • Standard Overview Dashboards support analysis of the current scheduling simulation Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. 28 © 2020 The Sage Group plc or its licensors. All rights reserved.
Scheduling and Planning Domain: Manufacturing 2020 Web Scheduling Phase1 R3 released Challenges Benefits Product – product setup matrix is Sage X3 – Product to Product-to-product setup matrix added in Sage X3 2020 product matrix. missing. Cannot automatically 1 optimize production of like and integrated with Web Scheduling minimizes setup times between like products. R4 Finite Scheduler interface extended. products (campaigns). Single level parent-child, links BOM (WO components) integrated with Web requires multiple MRP / WS runs to Scheduling allowing easier management of multi- Map integration with Web 2 fully align all levels in multi-level level dependencies and removing the need for 2021 R1 Scheduling BOM products multiple MRP runs. Simple FDMA (first date of material Web Scheduling will manage dynamic material 3 availability) constraint only constraints based on Inventory, PO, WO and BOM 2021 WS default configuration updated. ATP/ CTP enabled supports basic optimization rules. to reduce further lead times. R2 ‘WS Advanced’ Available to promise (ATP) / Web Scheduling Inventory Trend showing projected Capable to promise (CTP) stock availability for ALL levels and components - 4 capability in Web Scheduling ATP. What-if orders can be directly inserted into 2021 cannot be used WS which can then return a CTP date. R3 Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 29 © 2020 The Sage Group plc or its licensors. All rights reserved.
Scheduling and Planning Domain: Manufacturing Campaigns | Multi-level schedules | ATP | CTP Extend Finite Integrate additional WS – Phase2 WS Advanced – Product setup matrix Scheduler interface data definition GTM Sage X3 – Product to Extended Finite Scheduler interface. Fully utilise WS Update Web Scheduling product matrix. Optimise Map integration with capabilities & extend default configuration ‘WS Product Release set-ups between like integration capabilities for 3rd Web Scheduling Advanced’ products parties (e.g. Lynq) Product setup matrix Product setup matrix Data mappings Define In/Out functions WS Advanced course Add product attributes Inventory Data set for testing Default configuration Update User Manual BOM QA Automation Demo systems Configurator & SOP WO materials systems Purchase orders 2020 R4 2021 R1 2021 R2 Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. © 2020 The Sage Group plc or its licensors. All rights reserved.
VAT Framework Summary Domain: Finance • Multi-legislation • User-definable: – Structures (VAT boxes and return) – Extraction rules – Entities (Multi-company/sites) • VAT on debit / Cash VAT • Extraction, Validation, Submission • Adjustment management • Drill down from box to transaction • Offline, batch, simulation mode Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 31 © 2020 The Sage Group plc or its licensors. All rights reserved.
VAT Framework Domain: Finance 2020 Drill down VAT returns at site level R3 Generic process (DK) Challenges Benefits Legislative change is accelerating. In multi-legislation context, building a framework Performance improvements 2020 FR – Rollout Driven by the fight against the supporting the VAT processes is much more 1 fraud we are seeing the efficient than developing and maintaining R4 AT, DE, UK - VAT changes digitalization of VAT processes processes designed per legislation. Multi-currency VAT process Former local VAT processes must 2021 User rights 2 be redesigned using the VAT Easier to use, maintain and improve the solution as features are shared across legislations R1 CH – Rollout ZA – Rollout framework New capabilities provided by VAT posting and matching The adoption of frameworks to manage delivery of technology innovation are 2021 AT – Rollout comprehensive capabilities allows Sage, our 3 allowing governments to collect partners and customers to create auditable outputs R2 DE - Rollout more information in an automated that meet ever changing needs fashion 2021 R3 Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 32 © 2020 The Sage Group plc or its licensors. All rights reserved.
VAT Framework Domain: Finance Site | Company | Multi-legislation | Multi-currency | Traceability & drill down | Digitalization VAT entity VAT Box VAT return VAT return VAT return management management Management Advanced controls Electronic submission Defines organization which Defines the VAT boxes and Defines VAT return. VAT declares VAT returns return is the result of For complex VAT returns, it the rules to calculate them Depending on the country calculation for a VAT entity, may be important to control VAT entities often form the G/L transactions, electronic submission may period and set of VAT strongly the consistency of companies, however can depending on the context be a requirement using API boxes. VAT returns may be the VAT return before be a set of companies, or a (Business partner, account, controlled, adjusted, submission. or files subset of companies VAT code, …). submitted and posted. VAT entity at site level Drill down Generic process Currency management Posting and matching 2020 R3 2020 R4 2020 R1 2021 R2 Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. © 2020 The Sage Group plc or its licensors. All rights reserved.
VAT Framework – Rollout Domain: Finance VAT Framework partially or fully in place Specific Country Basic process VAT Return and Submission process VAT Entity VAT Box Management Controls Submission Australia ✓ Candidate Candidate Candidate Candidate Austria ✓ 2021 R2 2021 R2 2021 R2 Candidate (File) Bahrain ✓ ✓ Candidate Belgium ✓ ✓ ✓ ✓ ✓ (File) Canada Under consideration Denmark 2020 R3 2020 R3 2020 R3 France ✓ ✓ 2021 R1 Candidate (File) Germany ✓ 2021 R2 2021 R2 2021 R2 Candidate (File) Ireland Under consideration Portugal ✓ Candidate Candidate Candidate Candidate (File) Saudi Arabia ✓ ✓ Candidate South Africa ✓ ✓ 2020 R2 Candidate (File) Spain ✓ VAT returns will be replaced by ticketBAI Switzerland ✓ 2021 R1 2021 R1 2021 R1 Candidate (File) United Arab Emirates ✓ ✓ Candidate Candidate (File) United Kingdom ✓ ✓ ✓ ✓ (API) Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. © 2020 The Sage Group plc or its licensors. All rights reserved.
European Sales List (ESL) Framework Domain: Finance 2020 R3 Challenges Benefits Common requirements in Europe: B2B EC sales invoices to be Deliver a framework that can be used by every 2020 ESL Framework 1 reported, aggregated by VAT Id and sorted by type countries through configuration R4 DK – Rollout Easier to use, maintain and improve the solution Different processes delivered by as features are shared across legislations country 2021 UK – Rollout R1 Former local ESL processes must 2 be redesigned using the ESL Easier to use, maintain and improve the solution as features are shared across legislations framework 2021 BE – Rollout R2 2021 AT – Rollout R3 DE – Rollout Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 35 © 2020 The Sage Group plc or its licensors. All rights reserved.
Bank Feeds - Summary Domain: Finance Inbound bank file processing • User-definable inbound bank file formats • Import process • Reconciliation with open items, payments • Automatic posting & matching • Bridge with classic bank reconciliation processes Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 36 © 2020 The Sage Group plc or its licensors. All rights reserved.
Bank Feeds Domain: Finance 2020 R3 Bank statement Improvement ZA – Inbound bank format Challenges Benefits Bank compliance is a complex Bank Reconciliation screen UX topic because specific to Frameworks help to develop and maintain bank 2020 Default bank at open item level Grouping rules in remittance countries, even to banks, in compliances. R4 1 addition moving forward very Integration with Sage Bank Feeds will provide PT – Inbound bank format ZA – Outbound bank format quickly bank communication capabilities, in addition will Sage X3 doesn’t provide bank ensure compliance with thousands of banks. Matching against remittance communication tools Bank Ids - Segregation of duty 2021 UK – Outbound bank format Huge gain of efficiency and ROI there. Instead of R1 SP – Inbound bank format Banks provide bank statements, it entering transactions manually, users just focus on ZA – Outbound bank format should be possible to automate a exceptions. E.g.: operation that requires human 2 large part of the matching process action. ZA – Cashbook menu entry automatically Efficiency of the reconciliation can take advantage 2021 from new Technology, RPA & AI Sage Bank Feeds integration R2 Various tools are currently With better integration, users gain in productivity. 3 available, including overlap and Local addons (Cashbook) could be removed poor integration progressively 2021 R3 Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 37 © 2020 The Sage Group plc or its licensors. All rights reserved.
Revenue recognition (Review) - Summary Domain: Finance • User-definable calculation rules for forecast at completion and actuals • Calculation engine, with 3 methods: – Free % – Cost-based % without estimated margin at completion – Cost-based % with estimated margin at completion • Automated postings Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 38 © 2020 The Sage Group plc or its licensors. All rights reserved.
Revenue recognition (Review) Domain: Finance 2019 R3 • First delivery putting in place the basis of the revenue recognition principles Challenges Benefits • Provide an easy and flexible solution to • Synchronization of revenue • Billing process doesn’t provide the recognition financial 1 right view of the progresses of a calculate amounts to recognize and generate the adjustments 2019 R4 snapshots with other Project project in a financial perspective related values • A requirement for project-based businesses • Traceability Objective • Adjust the P&L (Revenues / Costs) for a project in order to reflect the level of completion 2020 • Ability to calculate actuals R1 from an analytical dimension Key insights • Required by standards (IFRS 15) in project-based businesses • Revenue recognition is an accounting periodic process. Actuals are calculated from the • Generation +++ of journal G/L. Revenues and costs must be allocated to the projects. Forecasts are deduced from a entries, such as Sales financial snapshot of the project. 2020 accruals or Invoices to be • Projects are associated to a calculation method among: % Free, % without estimated R2 issued, and reversal margin at completion or % with estimated margin at completion. mechanism Benefits • Generation +++ of journal • Automation 2020 entries, such as cost R3 accruals or Invoices to receive, and reversal mechanism Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 39 © 2020 The Sage Group plc or its licensors. All rights reserved.
eInvoicing (Review) • EDI framework, with the Domain: Finance, Distribution V11 ability to generate XML files • Pivot format definition Challenges Benefits • SP – eInvoicing for B2G transactions (Facturae) • Complex and very technical topic, • EDI framework providing the tools to set-up driven by multiple regulations, formats and mappings 2018 • FR – eInvoicing for B2G multiple formats to manage and for • Future evaluation of the efforts and benefits to R9 transactions (UBL 2.1 submission, multiple portals and connect with the eInvoicing platform provided compliant Chorus Pro) APIs to deal with by the Sage Fabrik • Complexity of the EDI framework we • Delivering ready to use formats and processes have to deal with • PT – eInvoicing for B2G that can be used and adjusted 2020 transactions [Proof of R2 Concept] Objective • Ability to send electronic invoices (EDI) to customers Key insights 2020 • DE - Invoicing for B2G • Required by many states for B2G transactions (Driven for example in Europe by a EC R3 transactions (Xrechnung) regulation) • Multiple formats available, user definable through the EDI Framework. • For compagnies that want to automate the submission of eInvoices, need to deal with EDI providers. Evaluation (to be done) of the platform developed by the Sage Fabrik regarding eInvoicing with the limit that this platform is available in France only. 2021 • Proof of Concept Evaluation of R2 the integration with the Sage eInvoicing platform Benefits • Automation, Decrease the administrative costs, Compliance Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 40 © 2020 The Sage Group plc or its licensors. All rights reserved.
Compliance Domain: Finance, Distribution and Manufacturing 2020 R4: VAT Change (Covid) 2020 R4: VCS at open item level 2021 R1: VAT Framework rollout AT 2021 R2: VAT Framework rollout BE 2021 R2: EC Sales List rollout CH 2021 R2: Swico coding 2020 R3: eInvoicing for B2G 2020 R4: VAT Framework rollout 2021 R1: Bank formats (Out), 2020 R4: VAT Change (Covid) 2021 R1: Post-certification Cash VAT DE FR UK 2021 R2: VAT Framework rollout updates 2020 R4: 1099 changes for 2020 2021 R1: Compliance US 2020 R3: IRPF add-on in core, 2020 R3: Bank formats (In) 2020 R3: Adjustments (SVAT 2020 R4: SII add-on in core, 2020 R4: VAT Framework rollout, certification), ESD in XML format SP ZA PT TicketBAI #2 Bank formats (Out) 2020 R4: Bank formats (In) 2021 R1: Model 349, Bank 2021 R1: Bank formats (Out), 2021 R1: QR code in Sales docs, formats (In) Cashbook entry menu SAF-T encryption Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 41 © 2020 The Sage Group plc or its licensors. All rights reserved.
Compliance Domain: Finance, Distribution and Manufacturing New legislation packs in progress In progress 2020 R3: VAT Framework rollout DK 2020 R4: EC Sales List rollout Under evaluation 2021 R1: VAT Framework rollout IE 2021 R2: EC Sales List rollout 2021 R2: VAT Framework rollout CA Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 42
Covid-19 related activities Government measure Deliveries • How-to guide - Security best practices • How-to guide - Recommendation regarding VAT changes VAT rates lowered for 6 months + re- • Sage X3 Elster update + Declining balance introduction of declining balance deprecation method update DE deprecation method • How-to guide & Communication Reduced rate of VAT for hospitality, • How-to guide & Communication UK accommodation and attractions • VAT return update VAT rates lowered for 6 months AT • How-to guide & Communication Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 43 © 2020 The Sage Group plc or its licensors. All rights reserved.
Sage X3 Technology Roadmap Overview 10/6/2020 © 2020 The Sage Group plc or its licensors. All rights reserved. 44
Technology Updates Domain: technology Implement | Analyze | Test | Update | Support Flash Replacement Automated Test Impact Troubleshooting tools Cumulative Updating Platform Analysis Visual Process Editor Dependency Multi-runtime Internal Release Application Analyzer Phase 2 Management application cluster Early Adopter CRM Calendar Application Tester Program Customization Launch Analyzer Miscellaneous issue 2020 R4 2020 R1 2021 R2 Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 45 © 2020 The Sage Group plc or its licensors. All rights reserved.
Summary –Flash Replacement Domain: Technology Visual Process Editor • Improved user interface • Deprecating some seldom used features • Two steps for Version 12 – 2020 R3 for structural changes – 2020 R4 for additional capabilities • User Interface components • No impact on Calendar and Graphical Query Editor • Graphical query editor for Version 11, and Version 9 for HR is a backport of V12 Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 46
Flash Replacement Domain: Technology 2020 R3 Visual process editor first release Challenges Benefits Replace flash technology as it can Create and edit visual processes with a better and Visual process editor 2020 additional updates 1 no longer be used any browser from the end of 2020 simpler user interface no longer relying on Flash technology R4 CRM calendar replacement To avoid disruption and supply Existing visual processes still usable, and 2021 2 components replacing legacy streamlined easier updating R1 Flash user interface Easy transition with a new calendar component 2021 R2 2021 R3 Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 47 © 2020 The Sage Group plc or its licensors. All rights reserved.
Flash Replacement - Availability plan August 4 September October 15 27 November 9 13 Version 12 2020 R3 2020 R4 Visual process editor phase 1 Visual process editor phase 2 CRM calendar Version Version 11 11.0.18 Visual process editor CRM calendar Graphical Query designer Version 11 Version Warehousing 11.0.10 Visual process editor Calendar Graphical Query designer HR HR Version 9 Version U9.0.19 Visual process editor Calendar Graphical Query designer Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 48 © 2020 The Sage Group plc or its licensors. All rights reserved.
Cumulative Patching - Review 2019 2019 Single complete quarterly update R4 R5 • Updates Sage X3 to that release level 2019 2019 2020 R4 R5 R1 • From any base level starting 2019 R4 Benefits: 2019 2019 2020 2020 R4 R5 R1 R2 • Less downtime to apply updates • Simplicity: 2019 2020 R5 R1 • Single process, regardless of start point • Uses Easy patching 2019 2020 2020 R5 R1 R2 Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved.
Cumulative patching – Improving performance Domain: Technology WAS: every fix creates a unit in the patch package - Some entities patched very frequently: • Scripts associated to sales or purchase orders and invoices have been updated ~10 times during the life of Version 11, sometimes several times in a single patch list (several bug fixes or enhancements) • Screen updates also very frequent NOW: ✓ Update package contains an element only once and will apply it only once ✓ If cumulative was available V11, would have saved 9X the patching time on sales and purchase orders and invoices ✓ The benefit is even more obvious if changes have been made several times on a table ✓ Unique update on database structure - the time spent is proportional to the table size) ✓ Additional costly actions only applied once ✓ (code generation post-dictionary upgrades) Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved.
Application update tooling Domain: Technology 2020 R3 Challenges Benefits Streamline the application update decision and Update tooling - Takes too long, and is difficult to 2020 (Application Analyzer 1 identify potential conflicts when process with Update Analyzer tool (Patch Finder) to quickly identify potential issues caused by R4 & Update Tester) applying application updates customization. Cumulative patch tooling for partners Applying quarterly update Provide impact analysis with Application Tester tool 2021 (dependencies 2 releases have too many unknown (Patch Tester) to deliver increased confidence that R1 management to ease risks until patch is actually a quarterly update release can be delivered service pack applied without risking the application usability or stability creation) 2021 Additional R2 enhancements Lack of tooling to extract fixes Decrease the burden in maintenance and 3 from the cumulative patching production system increase the reactivity of support 2021 R3 Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 51 © 2020 The Sage Group plc or its licensors. All rights reserved.
Sage X3 Automated Test Platform Designed to simplify Sage X3 upgrades and configurations and minimize the need for manual testing. Supports real-world scenarios and is scalable and extensible to support ever changing requirements. Simplify Implementation, customization, upgrades and migrations • Intelligent automated testing platform • Maximise efficiency and effectiveness of testing and QA processes • Know that all customisations and modifications have gone through full, end to end regression testing • Quickly upgrade with confidence and complete accuracy Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. © 2020 The Sage Group plc or its licensors. All rights reserved.
Automated Test Platform (ATP) Domain: Technology 2020 R3 Challenges Features/Benefits Improved quality management – 2020 Early Adopter Manual testing of customizations and Automated Testing R4 Program configurations are: Full regression tests on: 1 • Time consuming • Core model configuration & deployment • Labor intensive • Patch updates • Error prone • Customizations (business flows and actions, 2021 fields, new functionality, processes) R1 Easier to comply with Quarterly Update Release cadence Difficult to keep up with the new • Facilitate easier adoption of new releases quarterly update release cadence 2 (partly due to the amount of time testing • Enable customers to consume quarterly updates 2021 R2 Release with more confidence takes) • Facilitate tests for new configurations 2021 R3 Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. 10/6/2020 © 2020 The Sage Group plc or its licensors. All rights reserved. 53 © 2020 The Sage Group plc or its licensors. All rights reserved.
Regional Add-Ons 10/6/2020 © 2020 The Sage Group plc or its licensors. All rights reserved. 54
South African (Legacy) Add-ons • Goods received not invoiced (GRNI) • Internal stock requisition (ISR) • Landed cost tracking (LCT) • Advanced request for quote (ADV RFQ) • Outbound logistics (OBL) • Budget commitments (BC) Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. 55
Sage X3 Cloud 10/6/2020 © 2020 The Sage Group plc or its licensors. All rights reserved. 56
Sage X3 Cloud Sage X3 Cloud Sage X3 Cloud-Hosted Single-Tenant SaaS Multi-Tenant SaaS Single-Tenant Hosted Native Cloud Native Cloud Hosted by partner / third party Subscription licensing Subscription licensing Subscription licensing Sage host and manages Sage host and manages Partner or customer host infrastructure infrastructure and manage infrastructure Sage manages application Sage manages application Partner or customer manage patching and upgrades patching and upgrades application patching and upgrades Customization and Tailoring and minor Customization and plugins allowed customization allowed plugins allowed ISV add-ons* Limited ISV add-ons ISV add-ons (TH) 2 x upgrades per annum 2 x upgrades per annum 1 release update per annum Sage responsible Sage responsible (minimum) Partner / hosting provider responsible Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. © 2020 The Sage Group plc or its licensors. All rights reserved. © 2020 The Sage Group plc or its licensors. All rights reserved.
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