Transcript Example Presentation

Sage User Network
Product Feedback Workshop
Cherryl Holliday
Agenda
• Roadmap Themes
– Streamlining Operations
– Increasing Business Insight
• Actionable Lists
– Feedback Workshop
• Sage Report Designer (SRD)
– Feedback Workshop
• Sage BI (Business Intelligence)
– Feedback Workshop
2
Roadmap Themes
• Cost Effective Solutions
• Streamlining Operations
• Increasing Business Insight
• Fostering Collaboration
3
Roadmap Theme Focus
• Streamlining Operations
– Actionable list views
• Enhancing existing lists
• Adding more lists
• General feedback
• Increasing Business Insight
– Enhancement to current reporting solution
• Sage Report Designer
– Further adoption of BI across the system
• Sage BI
4
Streamlining Operations
• User Experience
– Intuitive user interaction
– Improve operational efficiency
– Easy navigation
– Direct access to data (fewer clicks)
– In v3.0 Actionable Lists were introduced
• Foundation to achieve Streamlining Operations
• Introduced underlying technology in key areas
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Streamlining Operations
• Actionable Lists
– Customers
– Suppliers
– Inventory
– Sales Orders
– Purchase Orders
– Works Orders
• Looking at later versions
– Additional Lists
– Enhancements to Existing
6
Feedback Workshop
• Actionable Lists
– Likes
– Dislikes
– Enhancements to Existing
– Additional Lists
– General Feedback
– Priorities
19
Roadmap Theme Focus
• Streamlining Operations
– Actionable list views
• Enhancing existing lists
• Adding more lists
• Increasing Business Insight
– Enhancement to current reporting solution
• Sage Report Designer
– Further adoption of BI across the system
• Sage BI
20
Increasing Business Insight
• Data Reporting
– Displaying Data
– Drill Down
– Filtering and Formatting
– Minimising Risk
– Understanding Trends
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Increasing Business Insight
• Two methods
– Sage Report Designer (SRD)
• Document Distribution
• Excel Integration
– Sage BI (Business Intelligence)
• Data Mining
• Conditional Formatting
• Extend to other Sage 1000 Areas
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Sage Report Designer (SRD)
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Sage Report Designer (SRD)
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Sage Report Designer (SRD)
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Feedback Workshop
• What does Increasing Business Insight mean to you
• Sage Report Designer (SRD)
– Likes
– Dislikes
– Limitations
• Document Distribution
• Bringing information into Excel in a Pivot Table format?
– General Feedback
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Sage BI – What we have now
• BI Cubes
– Financial (including Finance by Account Codes and Finance by Posting Codes)
– Budget (including Budget by Account Codes/Cost Centres and Budget by Posting
Codes)
– Sales (Sales Orders and History Analysed by time)
– Purchase
– Stock (Stock and Stock History)
– Aged Debtors/Creditors (Average Days to pay)
• Time Analysis
– By Period, Month and Week (month on month, 3,6,12 month)
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Sage BI – What we have now
• Drill Down to Transaction Detail
• Standard Reports & Dash Board Templates
– Finance
– Sales
– Purchase
– Stock
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Sage BI Growth In Sales
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Sage BI Profit & Loss by Cost Centre
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Sage BI Customer Dashboard
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Sage BI Sales Dashboard
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Feedback Workshop
• Sage BI
– Key Performance Indicators (KPI)
– What does your business require?
• Current KPI
– Sales Growth
– Average Debtor Days
– Customer Service
• Time to Despatch
– Supplier Analysis
• Time to Receipt
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Feedback Workshop - KPI
• By Role
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–
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Sales & Sales Director
Finance & Finance Director
Procurement
Inventory /Stock
• KPI Rules & Criteria
– How to we measure and display these
• Template KPI Packs
– What Business Areas
– Priority
• Should Sage BI be extended
– Other Business Information (CRM)
– Other Line of Business Systems
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Feedback Workshop
• What does your business require
36
Thank you