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Sage ERP X3

Standard Edition|Solution Overview

Solution Objectives and Configuration


Methodology and Project Quality Plan

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Sage ERP X3 Standard Edition

Designed to maximize efficiency in businesses with fewer than 50 users and


limited resources, looking for ERP best practices and a fast deployment.

Rich Functionality • Functional completeness out of the box, for finance,


sales, purchasing, inventory and manufacturing
management

Rapid Implementation • Preconfigured to meet common core mid-market


requirements out of the box, with reduced need for
adaptation and limited resources.
• Guided implementation methodology, tied to the
product configuration, including templates and a
project management toolkit to complete the
deployment with limited resources and time.
Enhanced Usability • Predefined Visual Process Flows (140) by Role (16)
• Predefined statistics and KPIs
• Predefined Inquiries and reports

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Typical Customers…

Are looking for ERP • Sage ERP X3 partners understand the business of our
expertise customers and are experts in ERP implementation.

Have complex business • Sage ERP X3 Standard Edition offers the full power of
processes the Sage ERP X3 solution: no core functionality has been
removed.
Are under time and • Sage ERP X3 Standard Edition is preconfigured for a rapid
resources pressure implementation, is easier to manage and simpler to use.

Have a limited budget • Sage ERP X3 Standard Edition reduces implementation costs
and can be managed with minimal IT resources.

Value the support of a • Sage ERP X3 partners are close to their customers and offer
dedicated partner, close a wide range of services and assistance when needed.
to their business

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Goals of the Standard Edition Solution

• 5 main goals characterize the approach to the


Standard Edition solution:

• Reduce implementation cost and timeframes


• Ease the learning curve through best practices
• Increase efficiency through ready-to-use deliverables
• Provide clear visibility to project status and progress
• Ensure that the commitments made at the beginning of
the project are met

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The Solution Components

• Sage ERP X3 Standard Edition, a product


– Developed on the basis of a product expertise (in Sage ERP X3)
– Comprising a broad set of features and capabilities
– Designed to adapt to the specific needs of the enterprise

• Sage ERP X3 Standard Edition, a preliminary configuration


– Created from a functional-role perspective
– Includes a library of process flows based on customer best practices
– Initialized with standardized reports, forms, KPIs, parameters and settings
– Adaptable to the specific business rules of the customer

• Sage ERP X3 Standard Edition, an implementation methodology


– Designed to reduce costs and shorten implementation time
– Structured to define, track and achieve enterprise goals
– Comprising tools and deliverables designed specifically for this edition
– Providing maximum visibility to status throughout the project

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The Standard Edition Product and Configuration:
Solution Description

• Functional completeness, out of the box


• Preconfigured to maximize efficiency in
businesses with fewer than 50 users,
looking for industry best practices.

Preset elements include:


– General parameters and data flows
– User roles (16)
– Visual process flows for users (140)
– Chart of account and categories
– Standard reports (440)
– Statistics and KPIs (50)
– Data import templates
– Configuration wizard tool

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The Standard Edition Product and Configuration:
One Single Platform to Support Growth

A Natural Evolution

Standard Edition Premium Edition


Preconfigured deployment Extended Parameterization
Predefined roles and process flows Options for advanced functionality,
Fast implementation methodology connectivity and volume processing

Single legislation | Optimized for Multi-legislation | Scalability up to


businesses with fewer than 50 users thousands of concurrent users

Sage ERP X3 Applications


Finance | Sales | CRM | Purchasing | Inventory | Manufacturing
Business Intelligence | Reporting | MS Office Integration

Sage ERP X3 Technology


SOA/Web-Native | Collaborative Workspace| Process-oriented
Customization Tools | Authentication & Security | Web Services
Multi-company & site | Multi-currency | Multi-language

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The Standard Edition Methodology:
Objectives

• Ensure
– Quality and success of the project
– Compliance with budgets and deadlines
– Communication of information
• Guide
– Definition of setup options
– User requests
• Enable
– Transfer of knowledge
– Command of the solution
– Disciplined implementation in well-defined stages
• Guarantee
– Results through a prescribed solution with practical flexibility

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The Standard Edition Methodology:
Project Quality Plan (PQP)

Scoping Implement Testing Training Support


M0 M1 M2 M3 M4 M5
6 weeks 3 weeks 9 weeks 4 weeks 3 weeks

10 - 14 days 6 - 8 days 13 - 19 days 2 days 4 - 7 days

35 – 50 consulting days* over 25 weeks

Project Milestones
• M0 – Project Launch
*Distribution Suite = 35 days • M1 – Description of Target Solution
Manufacturing Suite = 50 days • M2 – Installation of Target Solution
• M3 – Acceptance of Target Solution
• 22 weeks from Launch to Go-Live • M4 – Go-Live Approval
• 25 weeks to Final Production Sign-off • M5 – Final Production Sign-Off

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Project Quality Plan:
Tasks by phase

Scoping Implementation Testing Training Support

Launch Adaptation Project Team Target Description Procedure


Meeting of Target Solution Training Adjustment Development
Functional Overviews Data End-User Production
Migration Training Rollout
Scoping Acceptance Startup
Interviews Testing Assistance
Target Description
Elaboration
Target description Target solution Target Solution Go-Live Plan Live Production
Validation Installation Review Review Review

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Project Quality Plan:
Tools by phase

Scoping Implementation Testing Training Support

Sales Description of Target Target Target Adapted Start-up


Presentation Solution Solution solution Procedure
Project Preparation Setup Description of Final Description of Data Integration
Document Wizards Target Solution Target Solution Kit
Launch Meeting Data Integration Steering Committee Final Description of
Document Kit No. 3 Document Target Solution
Functional Overview Acceptance Testing Standard Start-up Steering Committee
Documents Reports Procedure No. 4 Document
Scoping Interview Steering Committee
Documents No. 2 Document
Data Integration
Kit
Description of
Standard Solution
Steering Committee
No. 1 Document

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Project Quality Plan:
Deliverables by Phase

Scoping Implementation Testing Training Support

Sales Presentation Target Solution Attendance Sheet Training Report Customer Start-up
Delivered Configuration Sign-Off Help Report
RACI Target Solution Customer Data Report SC03 Report SC04
Validation Installation Migration Help Sign-Off Sign-Off
Report
Launch Meeting Minutes No.2 Acceptance Testing Minutes No.4 Minutes No.5
Report Review and Sign-Off Report Review and Sign-Off Sign-Off
Sign-Off Sign-Off
Attendance Sheets Target Solution Start-up Procedure
Signed Installation Review Review and Sign-Off
and Sign-Off
Scoping Interview Customer Acceptance
Forms Review and Testing Help Report
Sign-Off
Report SC01 Report SC02
Sign-Off Sign-Off
Minutes No.1 Minutes No.3
Sign-Off Sign-Off

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A Quick Tour of the Standard Edition Tools for
PROJECT PLANNING AND MANAGEMENT

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Project Configurator
> 02 Steering\PI004

Preliminary workload estimation


calculated based on Customer
requirements

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Project Planning and Preparation
> 02 Steering\PI001

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Project Monitoring
> 02 Steering\PI002

Tracking
Planned vs. Actual

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Project Management
> 02 Steering\PI01#, PI02#

Review

Sign-Off
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A Quick Tour of the Standard Edition Tools for
SCOPING

M0 Scope M1 Implement M2 Test M3 Train M4 Support M5

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Functional Overviews
> 03 Product preparation support\FO-xxx

Presentation Templates for


• Financials
• Sales
• Purchasing
• Inventory
• Manufacturing
• Fixed Assets

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Scoping Interviews
> 04 Scoping presentation\EC###

50 Interview Templates to capture


and simplify set-up of Customer
configuration requirements

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A Quick Tour of the Standard Edition Tools for
IMPLEMENTATION

M0 Scope M1 Implement M2 Test M3 Train M4 Support M5

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Setup Guide

Guided drill down to specific


configuration and set up
functions within X3

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Data Migration Procedure and Templates
> 05 Procedures\PR001, PR007

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Installation Checklist
> 05 Procedures\PR005





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A Quick Tour of the Standard Edition Tools for
TESTING

M0 Scope M1 Implement M2 Test M3 Train M4 Support M5

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Acceptance Testing Tools
> 05 Procedures\PR003, PR006

Verify that business processes


match the stated requirements
reflected in the Target Solution
Description

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A Quick Tour of the Standard Edition Tools for
TRAINING

M0 Scope M1 Implement M2 Test M3 Train M4 Support M5

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User Guides
> 06 User guides\

A total of 38 templates, each including:


• General function information
• Common data and set-up requirements
• Step-by-step procedures for completing
“out-of-the-box” tasks
• Frequently Asked Questions

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A Quick Tour of the Standard Edition Tools for
SUPPORT

M0 Scope M1 Implement M2 Test M3 Train M4 Support M5

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Start-up Procedure
> 05 Procedures\PR005

Ensuring proper understanding of steps to


prepare and verify production readiness

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Scoping Implement Testing Training Support
M0 M1 M2 M3 M4 M5
6 weeks 3 weeks 9 weeks 4 weeks 3 weeks

Up and running in 22 weeks…

ON TIME, ON BUDGET

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