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An Introduction to

Sage ERP X3
For Distribution, Multichannel
Retail & Direct Marketing

Mid-Size Businesses
Are Facing New Challenges

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Source: Aberdeen Group Business drivers impacting ERP strategies in mid-size companies - Aug. 2008

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What Are Your Priorities?

Source: Aberdeen Group Top strategic actions of mid-size companies Aug. 2008

Sage ERP X3
Helps Reach Your Goals
Singular functional integration
streamlines all business operations.
Functional depth fits the most
sophisticated processes with limited
need for customization.
Real-time statistics and BI tools
provide visibility across all
departments.
International / multi-audit design
helps managing global growth.
Collaborative / open architecture
accelerates information exchange
and guarantees interoperability.
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Sage: A Global Market Leader


Sage

3rd largest ERP software


vendor worldwide
6.1 million customers
$2,216m revenue
for year ended 9/30/2009

13,400 employees
Operations in over 150
countries

Oracle
Infor
Microsoft
SAP

Other

Source, Gartner June 2009. Worldwide total ERP software


revenue market share by vendor, 2008
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with a Local Focus

3.1 million customers in


North America
Over 4,100 employees
A broad range of solutions
designed for the NA market
Serving businesses from 1 to more
than 2,000 employees in all
industries

Providing Solutions for Growing


Businesses
Integrated
Functionality
global

Sage ERP X3
Sage MAS 500
Sage Accpac
Sage MAS 90/200
# Users
local
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Sage ERP X3: A Global Solution


EUROPE
France
Germany
Poland
Portugal
Spain
UK

2,500+ customers
in over 40 countries

Belgium
Italy
Netherlands
Switzerland
Austria

RUSSIA

CHINA

NORTH AMERICA
United States
Canada

SOUTH AMERICA
Argentina

AFRICA
South Africa
Algeria
Cameroon
Congo
Gabun
Madagascar

Morocco
Tunisia
Senegal

MIDDLE EAST
United Arab Emirates
Saudi Arabia
Barhein
Egypt
Jordan
Kuwait
Lebanon
Oman
Qatar

SOUTH EAST ASIA


Singapore
Thailand
Indonesia
Malaysia
AUSTRALIA
New Zealand

A Solution Designed to Meet Midsize


Companies Unique Requirements
Sage ERP X3 offers the best combined value for mid-to-large
distributors with:
Sophisticated business processes and comprehensive
management needs
Growing, changing operations
Strong regulatory & quality requirements
Global management needs
But
Short implementation timeframe
Limited IT staff and resources
Low user acceptance for complex applications
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A Fast Growing
ERP Platform

Version 6

2010
Version 5
40% of todays users

2007

Version 1.40

2004
Version 1.30

2002
Version 1.20

2000
Version 1.10

1999

Enhanced multi-legislation
accounting, REST architecture
New countries & legislations

New ergonomics, embedded BI


2nd generation workflow engine
Available in 35 countries

Advanced portal, Web-services


Product launch in China
Available in 18 countries

New product architecture:


First Web-native ERP suite for mid-size businesses
Multi-OS engine (Windows, Unix and Linux)

Fully-integrated ERP suite, including manufacturing


Product launch in North America
Available in 5 countries

Product launch in Europe:


finance and distribution suite on Unix
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Sound Technology Choices


Multi-tier, scalable system
architecture
No technology lock-in
SOA / Web Services
Multi-OS / Multi-DB

Web 2.0 Portal


Technology
Embedded BI
The Sage Application
Framework for the
Enterprise (SAFE X3)

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Giving You More, for Less


Inventory & warehousing
Multi-level warehousing and location
management
Movements and
transactions
RF data collection
Quality control
Costing
Physical counting
Replenishment
Advanced WMS
with Sage Geode

Finance
General ledger
Analytical accounting
Budgeting
Allocations
Fixed assets
Accounts receivable
Accounts payable

Purchasing
Purchase requests
Encumbrance
accounting
Requests for proposals
Purchase orders
Subcontracting
Multi-level approval
processing
Contracts

Sales
Pricing
Quotes and
contracts
Order entry
Item configurator
Inventory
allocations
Delivery scheduling
and shipping
Invoicing
Customer returns
Sales commissions

CRM
Marketing campaigns
Contact management
Sales force automation
Customer support, call center support
Warranty management, service orders
Knowledge base

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Sage ERP X3 Makes a Difference!


Increased business insight

Integrated business intelligence,


user-defined dashboards, real-time
analytics across all functions,
extensive traceability and audit
tools

Streamlined Operations
Comprehensive functional
integration, advanced workflow,
Sage Visual Processes,
MS Office integration, state-of-theart ergonomics

Reduced costs
Proven administrative, operational
and inventory cost reduction after
full implementation
Low acquisition, implementation,
training and administration costs

Extended flexibility
Multi-tier, scalable architecture
(up to 1,100 concurrent users),
extensive customization
capabilities, integrated
development environment,
multi-OS/DB

Enhanced collaboration
SOA/Web-native architecture, Web
Services, user portal, Outlook
integration, multi-company, multisite and legislations

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Improving your Business Performance

Source: Aberdeen Group, ERP in the Mid-Market, Aug. 2008


*Best-in-class: companies making the best use of their ERP system
(implementing more functionality and users, using a newer release, etc.)
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Meeting Your Industry Best Practices


Distribution, Multi-Channel Retail & Direct Marketing

Hierarchal business partner structure


Line-item level control
Fuzzy logic customer search
Multiple order fulfillment scenarios
per sales channel
Complex order line capabilities
(campaign/price, costing, freight)
Strong workflow collaborative tools
Supports B2B & B2C E-commerce
Promotional coupon and gift
certificates
Campaign management
Customer points program
Phone integration

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Scalable WMS & advanced


location management
functionality
User defined allocations
Automated RF Data collection
Flexible pricing & commission
calculation tools
Web-Service related business
partner communication
EDI
Logistic and Freight solutions
Import Management

Fitting Your Way of Doing Business


Sage Visual Processes

Users get a clear view


of their work procedure
with one-click access
to the underlying ERP
function

Select from
hundreds of
predefined
processes
available or
create your
own

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What are Customers Saying?

With Sage ERP X3, we gained more functionality than comparable


Tier 2 systems and could afford to license all potential users.
And it is so easy to manage that we were able to expand our system
without additional IT resources.
Michael Stern, Director of Systems and Procedures, Sconza Candy, Oakland (CA)

Aceto is better managing its inventory, tracking foreign exchange


costs and controlling credit and order approvals.
Terry Steinberg, CIO, Aceto Corporation, Lake Success (NY)

On-time shipments are now consistently above 90% as opposed to 70


to 85% without Sage ERP X3, and inventory turns increased by more
than 10%.
Don Lynch, Director of Operations, Golden Artist Colors (NY)

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Case Study
Empowering employees with real-time BI tools
Company
Distributor of heating and air-conditioning equipment and
supplies. Ships products from 10 warehouses
Based in Phoenix, AZ.

Challenges
Enhance information flow throughout all the branches, empower
employees with Automated Data Collection and Real Time BI
Tools.
Effective forecasting and multi-site inventory replenishment
control.
Out of the box sophisticated order fulfillment and inventory
sourcing

Reasons stated for choosing Sage ERP X3:


A solid distribution functional backbone with built-in value added
capabilities such as CRM, e-commerce, business intelligence
and integrated data collection.
Proven expertise in sophisticated distribution business
processes.
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170 ERP users.


Wholesale
distribution.

They Are Using Sage ERP X3

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Its All About You

20

Thank You!

Sage North America


2200 Georgetowne Drive
Sewickley, PA 15143
Tel: 724 933-1377
http://www.sageadonix.com

A Cost-Effective Solution
Ease of parameterization and fast
implementation methodology help reduce
project cost.
Ease of use fosters fast user
acceptance and reduces training.
Extensive functional coverage reduces
the need for complementary
applications and interfaces.
Compliance with open standards
prevents technology lock-in.
Easy system administration and
maintenance enables managing the
system with limited IT staff.
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Streamlining Operations

Singular functional integration embraces finance,


distribution, CRM and manufacturing.
State-of-the-art ergonomics and seamless
MS Office integration foster user productivity.
Sage Visual Processes improve simplicity for
users and help enforce quality procedures.
Advanced workflow helps automate and improve
control over processes.
Compliance with multiple legislations and
accounting practices enables managing global
businesses within one system.
Supports multiple manufacturing modes
including ATO, MTO, CTO, MTS process, mixed
mode.
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Increasing Business Insight


Integrated business intelligence
(powered by Business Objects) helps
make faster and better informed
decisions.
User-defined dashboards and key
indicators help improve control over
business and help focus on
exceptions.
Real-time analytics and customizable
reports speed up periodic reporting.
Extensive traceability and audit tools
help prevent and reduce risks.

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Fostering Collaboration
SOA/Web-native architecture and Web
Services (XML, UDDI, WSL, SOAP) foster
collaboration with partners, suppliers and
remote staff.
MS Outlook integration simplifies and
accelerates information exchange.
Multi-company, multi-site capabilities help
manage decentralized organizations.
Supports online sales management (with
optional e-commerce integration tool).
Supports multiple languages, including
English, French, Spanish, Chinese,
German, Portuguese and Italian.
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Growing with Your Business

Flexible multi-tier architecture scales up


to 1,100 concurrent users (benchmarks
up to 1,500 users).
Extensive customization capabilities
adapt to your business environment
and changes.
Integrated development environment
(Java-based) enables enterprisespecific developments by customers.
Multi-OS (Windows, Unix AIX, Linux Red
Hat) and multi-DB (Oracle, Microsoft SQL
Server) foster freedom of choice and
evolution.
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Case Study
A streamlined distribution process
Company
Manufacturer and distributor of natural-ingredient fragrances
and skin and hair care products. Sells thru high-end retail,
home shopping network, website and wholesalers. Ships to
61 countries.

Challenges
Support growing distribution channels, including tremendous
store growth in the U.S.
Apply new technologies to the distribution process without
disrupting service to stores
A primarily manual warehouse operation was becoming
cumbersome with the companys growing number of stores

Reasons stated for choosing Sage ERP X3:


Warehouse tracks millions of individual items and processes
900 units per hour double prior to implementation
15 percent more pieces per hour than their previous
average pick rate
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47 ERP users in
North America (NY)
$500m worldwide.
Personal products
distribution &
manufacturing

Sample of Customers
Distribution
Ramsey, NJ-based M. Rothman & Co., Inc. is a national distributor
of consumer electronics, representing 26 major lines. Annual sales
exceed $100 million, and the company processes over 400,000
individual drop ship orders per calendar year.
(75 Sage ERP X3 users)
http://www.mrothman.com
Located in Piqua, OH and employing over 120 people, A.M.
Leonard is a 123-year-old family-owned company that provides
professional grade-quality products to the Horticultural Industry. The
company is a leading multichannel direct marketer specializing in
horticultural tools and supplies for nursery workers, landscapers,
foresters, arborists, and contractors. The company also operates
Gardeners Edge, a consumer catalog geared toward the serious
home gardener.
(90 Sage ERP X3 users)
http://www.amleo.com

Fixtures Luxury Kitchen and Bath sells high-end appliances


and fixtures by manufacturers like Miele, Thermador, Bosch,
Hansgrohe and Dornbracht.
(20 Sage ERP X3 users)
http://www.fixtureskb.com
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Sample of Customers
Distribution
Hoya Vision Care of the Americas is a Lewisville, TX-based
manufacturer and distributor of high quality eye-care products and
services. The company supplies a complete range of lens designs,
coatings and materials to eye care professionals located within the
U.S., Canada and South American countries.
(20 Sage ERP X3 users)
http://www.hoyavision.com

Russell Sigler, Inc., headquartered in Phoenix, AZ, is a leader in


the HVAC industry, operating 10 locations in six cities throughout the
southwest U.S. With annual revenues in excess of $100 million, the
company provides air conditioning contractors with all the necessary
equipment, parts and supplies for installing and maintaining quality air
conditioning systems, including the Carrier and Bryant product lines.
(180 Sage ERP X3 users)
http://www.siglers.com

Pompaction specializes in the distribution, rental, maintenance and


repair of pumps and related equipment. The company is based in
Point-Claire, Quebec, Canada.
(40 Sage ERP X3 users)
http://www.pompaction.com
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Sample of Customers
Distribution
Headquartered in France, with U.S. operations based in New York City,
LOccitane En Provence is a supplier of cosmetics, skin care and
fragrance products for women, men and the home.
(50 Sage ERP X3 users)
http://www.loccitane.com

CRP Industries is an importer and high volume distributor of


automotive and industrial products located in Carteret, NJ. Their
extensive product line spans markets covering automotive
replacement parts, high-speed motors and industrial hoses. The
automotive replacement segment is a core business of CRP, servicing
customers such as BMW of North America and Volkswagen of
America.
(65 Sage ERP X3 users)
http://www.crpindustries.com

Huddle House, Inc., the Atlanta-based 410-unit nationwide family


restaurant franchise, offers a wide variety of cooked to order food.
Located in 16 states throughout the Southeast, Missouri and midAtlantic regions, the companys annual system-wide sales surpass
$230 million.
(30 Sage ERP X3 users)
http://www.huddlehouse.com
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Sample of Customers
Distribution
Acrodex Inc. is a full spectrum, enterprise-wide information
technology solutions provider with service offerings ranging from
Hardware Provisioning, Software Licensing, Managed Services and
Professional Services. The company has a staff base of over 500 IT
professionals with offices in Edmonton, Calgary, Toronto, Winnipeg,
Regina and Vancouver.
(80 Sage ERP X3 users)
http://www.acrodex.com
Located in Freeport, PA, Carson Industries is a wholesale
manufacturer and distributor of home accents to specialty retail stores
nationwide and is a leader in the gift, garden and home dcor markets.
http://www.carsonindustries.com
Based in Paris with U.S. operations in New York City, Alain Mikli
designs and distributes high-end handmade eyeglasses and
accessories featuring unique colors and shapes. The company
employs over 200 people with worldwide sales of nearly $52 million.
http://www.mikli.com

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Sample of Customers
Distribution
St. Laurent, Quebec-based HyperTec Group consists of several
vertically integrated companies offering a broad range of information
technology products and services, including HyperTec Systems, one of
Canadas largest suppliers of technology products and services to
industrial, commercial and financial corporations, and Ciara
Technologies, a world-class technologies provider that manufactures
and sells state-of-the-art servers, supercomputer clusters, storage
solutions and a variety of computer systems.
(75 Sage ERP X3 users)
http://www.hypertec-group.com

Lafont Company is a premier distributor of unique and stylish


eyeglass frames with U.S. headquarters in New York, NY. The
company is well known for producing frames in styles, shapes and
colors that stand out from its competitors.
(20 Sage ERP X3 users)
http://www.lafont.com

Kelco Supply Company distributes funeral supplies for the


deathcare profession. The company is located in Minneapolis, MN.
(20 Sage ERP X3 users)
http://www.kelcosupply.com
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Sample of Customers
Distribution
Sligh is a family owned furniture manufacturer located in Holland, MI.
Now under fourth-generation Sligh family management, the company
manufactures and markets high-quality home office, home
entertainment and home library furniture.
(20 Sage ERP X3 users)
http://www.sligh.com
Based in West Homestead, PA, Gipson Bearing supplies bearings
and other industrial replacement parts to metal, mining and power
generating companies primarily in Pennsylvania, Ohio, West Virginia,
and Maryland. In addition to the companys core products of bearings,
seals, sprockets, chain and v-belts, many new products have been
added over the years such as shock absorbers, valves, lubricants, and
industrial skin care products to serve its broad customer base.
http://www.gipsonbearing.com
Long Island, NY-based Austin Productions is a leading
manufacturer and importer specializing in sculpture and home
furnishing dcor featured in the finest retailers throughout the world.
The company has 350 employees in five locations around the world.
(40 Sage ERP X3 users)
http://www.austinpro.com
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