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.
Vision and Strategy 10/6/2020 © 2020 The Sage Group plc or its licensors. All rights reserved. 3
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. 42Covid-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. 44Technology 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. 46Flash 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. 55Sage 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.
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