1.
The Checklist for Modern ERP
January 14, 2014

2.
Agenda Today:
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Introductions and Housekeeping
What is Modern ERP?
Comparing the categories
Q&A
Next Steps

3.
Introductions
• Alicia Anderson – Facilitator
▫ Marketing, Blytheco
▫ Atlanta-based

4.
Skip Hulme
• Sage X3 Practice Manager
• In Blytheco’s Laguna Hills, CA office
• 25 years of professional experience in application design
and development, product management, and technology
consulting
• Senior Product Manager for both Sage 500 and Sage
ERP X3 at Sage North America
• Central role in developing the localized version of the X3
Standard Edition, including its Implementation
Methodology and Kit.

5.
Charles Rogers
• Sage Solution Architect
• Blytheco's Laguna Hills, CA office.
• Specializes in training and solution design for Sage 100
ERP, BusinessWorks, Distributing and Manufacturing,
Crystal Reports and FRx.
• Over twenty years of Sage 100 ERP experience as an end
user, consultant and Certified Trainer. He is a Certified
Trainer for Sage 100 ERP, Sage Intelligence,
BusinessWorks, Crystal Reports, FRx.
• Has received the ATC National Trainer of the Year
award.

6.
Rick Cobb
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•
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NetSuite Solutions Architect
Sage Pro Consultant
In Blytheco's Denver, CO office
Over twenty-four years of business information system
implementation experience, plus certifications in Sage
Pro ERP, Sage 100 Extended Enterprise Suite, and is a
SalesLogix LAN Engineer.

7.
7
What is “Modern ERP”?
• Capabilities based on technology improvements
that help improve business performance
• Available in newer solutions such as NetSuite
and Sage ERP X3
• Also available as traditional ERP systems (such
as Sage 100) evolve.

8.
Modern ERP Capabilities
•Workflows and Collaboration
•Reporting
•Mobility
•Deployment options

9.
Workflows and Collaboration

10.
Workflows: Legacy ERP

11.
11
Workflows – Legacy Transitioning to
Modern ERP

12.
12
Workflows – Modern ERP
• Intuitive navigation
through business
processes
• On-screen guidance
through procedures.
• One-click access to any
functions of the system.
• Automated alerts to
accelerate and control
business processes
• Event driven, rule based
workflow engine.
• Multi-level signature
management.
• E-mail notifications and
response.

13.
Workflows – Modern ERP

14.
Collaboration – Legacy ERP

15.
Collaboration – Modern ERP
Customers
CFO
CEO
MANUFACTURING
Shipping
Manager
Production
Manager
Vendors
ECOMMERCE
SINGLE DATA
SOURCE
ERP
CRM+
Sales Rep/
Manager
Ecommerce
Manager
Partners

16.
Workflows and Collaboration
How does it help you?
▫ Enforce business rules
consistently and
automatically
▫ Nothing falls through the
cracks
▫ Reduces time spent on
tracking things down
▫ Increases visibility of
workflow of team members
 Including
vendors/partners/customers
▫ Focuses attention on highvalue activities
▫ Focuses attention on
exceptions
Custom approval processes
Drip marketing campaigns
Data entry
validation/enforcement
Notifications
Support
Collections
Sales
Custom user interfaces (UI)
Use your imagination!

17.
Reporting

18.
Reporting - Legacy ERP

19.
Reporting - Legacy ERP

20.
20
Reporting - Legacy transitioning to
Modern ERP

21.
21
Reporting - Legacy transitioning to
Modern ERP

22.
22
Reporting - Legacy transitioning to
Modern ERP

23.
23
Reporting - Legacy transitioning to
Modern ERP

24.
Reporting - Modern ERP
Reporting: Sage X3
• Screen shots needed here

25.
25
Reporting - Modern ERP
• Simple intelligence
tools: no need for Excel
programming, database
synchronization or ERP
data import/export.
• Stay ahead of trends
and unveil
opportunities with
easy-to-use business
analysis tools and
reports

26.
Reporting - Modern ERP
Reporting: NetSuite

27.
Reporting: Modern ERP
How does it help you?
– Easy for the end-user and intuitive
– Real-time information for decision-making
– Personalized, easily configured
– Out of the box

28.
Mobility

29.
Mobility - Legacy ERP

30.
30
Mobility – Legacy transitioning to
Modern ERP

31.
31
Mobility – Legacy ERP transitioning to
Modern ERP

32.
Mobility - Modern ERP
Mobility
Complete visibility and management
from your mobile device
Self-Service
Submit web based time and expenses
and requests via the web
Self-serve customers, vendors, partners
Visibility from Anywhere
Real-time role based dashboards
Self-service reporting and analytics
Personalized

33.
Mobility - Modern ERP
How does it help you?
▫ Enables collaboration with partners and vendors
▫ Keeps teams productive when they are on the road
and in the field
▫ Reduces IT workload

34.
Deployment Options

35.
35
Deployment Options - Legacy ERP

36.
Deployment Options - Legacy
transitioning to ERP

37.
Deployment Options – Modern ERP

38.
Deployment Options – Modern ERP
• User-centric collaborative
workspace
• Secure access to functions and
data via local and extended
networks, including https mode
• Fully Web services compliant
(XML, UDDI, WSDL, SOAP, REST)

39.
Deployment Options - Modern ERP
How does it help you?
▫ Scalability
▫ Greater processing capacity
▫ Data centers often do a better and cheaper job
than many companies can do on their own
▫ Reduces IT workload
▫ Choice of server platforms (X3)
▫ Available anywhere, on any device, at any time

40.
40
To sum up…
• Modern capabilities help you take advantage of
technology improvements to improve business
performance.
• Available in new systems and as add-ons to
traditional systems.

41.
41
Feel like your system needs a refresh?
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Bly:Optimize – Business Process Optimization
Service exclusively for Blytheco customers
Consultant evaluation and “tune up”
Understand what’s available, what would
improve performance
• Clear, cost-effective recommendations

42.
Q&A
• Please type your question into the Questions
pane on the GoToMeeting dashboard

43.
Next Steps?
• More in the webinar series:
▫ February 11 - Taking Sage 100 to Sage X3: Comparing the
Solutions and Finding the Best Fit for You
▫ March 11 - Netsuite and Sage ERP X3: Solution Shootout
• Missing something in your system?
▫ blyOptimize to assess how to get you there
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Perform your own Gap Analysis
More must-haves? Top 10 Checklist PDF
Attend a Sage Inspire Tour meeting in your city.
See a demo of Modern ERP
▫ 800.425.9843, extension 2501
▫ solutions@blytheco.com

44.
Thank you!