You can dial the telephone numbers located on your webinar panel Or listen in using your headphones or computer speakers 5 Things Every Magento Agency Needs to Know About Integrating With Sage ERP ID: 811464
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Slide1
Webinar Audio
: You can dial the telephone numbers located on your webinar panel. Or listen in using your headphones or computer speakers.
5 Things Every Magento Agency Needs to Know About Integrating With Sage ERP
We will begin shortly.
Live Webinar:
Slide2Agenda
Net at Work BackgroundWhat is ERP?What is Sage?What are the different Sage products, and what are they used for 100300500X3IntacctWhat touchpoints are must haves/optional for integrations
What are ways that your customers can optimize their ERP for eCommerce?Q&A
Slide3Presenters
Adam Goldschmiedt Practice Director
Pixafy, A Net at Work Sister CompanyToday’s Presenters
Samantha Marshall
Sage X3 Practice Director
Net at Work
Slide4Presentation is roughly 1 hour
All phone lines are muted
If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panelWebinar DetailsWebinar Housekeeping & Details
Slide5+
Slide6Technology Pacesetter
250+
ExpertsFOUNDED1996
Net at Work At a Glance
Slide7250+
Business Technology Architects and Consultants
IT Road Mapping & Strategic PlanningBusiness Process ReviewEcosystem
BI, Analytics
& Reporting
Cloud & IT Managed Services
ERP/
Accounting
Web Development &
e-Commerce
Sister Company
CRM &
Marketing Automation
HRMS/
Employer Solutions
Document Management
Nonprofit
Solutions
Managed Print Services
Sister Company
Cloud / Hosting
Payment Processing
Sister Company
Slide8We
Unleash the potential of your business through the transformative power of technology.
Our Purpose
Slide9Our
one goal is to enable your strategic objectives by: Facilitating growth
Maximizing profitabilityImproving employee and customer experiences Our Impact
Slide10We combine deep technology & business expertise with industry fluency & consistent communications to build long-term,
trusted relationships with our clients.
How We Do It
Slide11erpCommerce (or ERP eCommerce)
[e-ar-pee-kom-ers]nounAn eCommerce solution that enables companies to launch a fully transactional - B2B AND B2C - and fully Sage ERP integrated website, leveraging Gartner Magic Quadrant leading ecommerce (Magento) and cloud based integration (Boomi) platforms....in 60 days or less!This enables companies to GO LIVE FAST and address your IMMEDIATE needs TODAY and scale, customize, and enhance for your business later.
Slide12WHAT IS ERP?
Slide13At its core, an ERP solution helps employees to do their jobs more efficiently by consolidating the use of disparate systems, removing isolated spreadsheets and breaking down barriers between departments or business units. More specifically, an ERP solution:
Gives a global, real-time view of data that can enable companies to make proactive decisions using that data to drive improvements and capitalize on opportunities Automates core business operations such as lead-to-cash, order-to-fulfilment, and procure-to-pay processes Improves financial compliance with regulatory standards and reduces risk Enhances customer service by providing one source for billing and relationship tracking With an ERP solution, employees have access to central, accurate information in one place that enables them to make better decisions faster. Not only that, but ERP software helps to eliminate redundant processes and systems, dramatically lowering the cost of doing business overall.What is ERP?
Slide14Sage for Product Centric Organizations
Grow *
Seed to Sale
Farm to
Fork
Laboratory
Buy
Procure
Contract
Call-off
Move
Receive
Put away
Q&A
Make
Plan *
Discrete
Process *
MES *
Assemble
Kits
Sell
Contract
Rent
Lease
Distribute
Pick
Pack
Ship
Transport *
Service**
Provision
Deploy
Service *
Refurbish
Project Manage
Budgeting & Planning | Accounting | Fixed assets | Financial reporting | Business intelligence
Multi-country | Multi-currency | Multi-site | Multi-language | International cross border trade
* Supported through partner add-ons and extensions
** Adoption of the Circular Economy – Sage IDG Study – February 2020
Slide15Who is sage?
Slide16MARKET
Recurring revenue now represents 86% of total revenue*55% of customers now on subscription
Total revenue of $2.25 billionPersonalized customer support saw over 7m phone calls and 100,000 web chats in the last year
Customers cut their close time by up to 70%
Market leader
in Canada, UK, Ireland, France, Spain and
South Africa
Strong presence
in the US
Presence in 23 countriesMarket cap of
c. $10 billion*
13,000
Global company with
colleagues
FINANCIALS
$2 million
Recurring revenue of
FY19*
CUSTOMERS
Over
2 million
Customers worldwide
*Data for FY19 financial results ending 30
th
September 2019
Sage in Numbers
Slide17Small businesses and nonprofits
Organizations looking to easily automate accounting and compliance, while managing costs and cashflow. Owner-run with professionals or small teams responsible for finances and human resources.Medium businesses and nonprofitsOrganizations that are scaling and transforming who need insights for growth. Functionally structured around specialist teams and departments.
Accountants and bookkeepersFinancial practices of any size, working with smalland medium businesses.
Who we Serve
Slide18Serving some of the world's most-loved brands
Slide19What are the different Sage products?
Slide20Cloud
Connected ProductsCloud ProductsSage BMSSage X3
Sage IntacctSage X3Services-centric IndustriesProduct-centric IndustriesHealth-careProfessional
Services ProcessManufacturing
Complex DistributionSaaS & Software
Non-profitsWholesale & Distribution
Construction & Real Estate
Financial Services
$
Discrete
Manufacturing
Medium Market Segmentation
Slide21Customer Profile
10 – 200 Employees$1M to $50 in annual turnoverIdeal for Distribution and Discrete ManufacturingCloud- ConnectedSage Contact mobile sales app, Shop Floor mobile app, Bank Feeds & Reconciliation, Automated tax-table updates, eInvoicing and online customer portal. Flexibly deployed either on premise or in the cloud.
Key FeaturesCustomizableSource available code base, business object framework, WebAPIs, and support for Microsoft 365 Power Platform. Automation tools ensure that the right information is delivered to the right people at the right time.Feature-RichMore than 30 years of product innovation in response to the needs of growing businesses, including market-leading capability in financials, inventory, and production management
Sage 100cloud
Slide22Sage 300 has controls in place that lets HQ look after the entire company while offering individual instances of the product to each subsidiary or franchise.
Our customers LOVE the controls we have in place which help them withstand the scrutiny of the auditing process.The average customer manages around 8 companies, although we see ranges as high as 800 companies under one account.The product’s UI is offered in 5 languages and offers built-in multicurrency capabilitiesSage 300cloud has a competitive advantage in serving multi-entity and international companies.Sage 300cloud
Customer Profile10 – 200 EmployeesHas sophisticated corporate structure such as multiple locations, multi-entity, franchises, or subsidiaries$1M to $50 in annual turnoverWants strong financial accounting tools without having to commit to a closed ERP platform such as Oracle or SAPIn business for 10+ yearsOutgrowing their SMB software and needs a more robust financial management tool
Slide23The only AICPA-endorsed Financial Management system, Sage Intacct provides cloud-based, multi-dimensional analysis and industry-specific capabilities to automate complex processes and improve company performance.
Customers
Sage Intacct
Slide24X3 provides
faster, more intuitive and tailored business management solutions for
product-centric organizations looking to thrive and stay competitive in the face of growing complexity.X3 transforms how organizations manage people, processes and operations allowing them to embrace change at speed.
Customers
Sage X3
Customer Profile
50 – 2000 Employees
Product focused
Project-centric
Multi-site or location
Multi-national / international trade
Highly customized or bespoke
Multi-discipline
Product Characteristics
Perishable / Non-perishable
Controlled / Non-controlled
Serialized and or batch/lot tracked
Hazardous / Non-hazardous
Any combination of the above
Configurable
High velocity
Requiring installation or implementation
Core Capabilities
FINANCIAL MANAGEMENT
Budgets and Accounting
Fixed Assets Management
Financial Reporting
Dashboards
SUPPLY CHAIN MANAGEMENT
Purchasing
Inventory Management
Sales Management
Customer Service
PRODUCTION MANAGEMENT
BOM Planning
Shop Floor Control
Quality Control
Non-Conformance
PROJECT MANAGEMENT
Project Definition
Project Execution
Time Sheet
Financial Tracking
Slide25Touchpoints
Slide262.0
DASHBOARD &
INTEGRATION ENGINE
Powered by
New Products/Product Updates
Product Inventory
Product Pricing
Companies/Customers
Order Details
Invoices
Shipping Tracking Fulfillments
Order Cancellations
RMA/Return
Quotes
Quote to Order
Order History
Authorized Users and Permission
Payments
Account Balances/Credits
New Products/Product Updates
Product Inventory
Product Pricing
Customers/Contacts
Sales Order
Invoices
Shipping Tracking Fulfilments
Order Cancellations
RMA/Return
Quotes
Quote to Order
Order History (includes offline orders)
Authorized Users and Permission
Payments
Account Balances/Credits
Integration Touchpoints Include:
Slide27Ways you can optimize your ERP for
ecommerce integrations
Slide28What inventory values are we using on the site?
Dedicated allocation specifically used for eCommerceMulti-warehouse; fulfill from anywhere you have stockWays you can optimize your ERP for ecommerce integrations
Slide29What product data is available in ERP?
What should be integrated with ERP vs. managed in Magento?Ways you can optimize your ERP for ecommerce integrations
Slide30How do we handle pricing, as it relates to ERP integration?
B2C – flexibility to handle in MagentoB2B - List Price (Generic) vs Price List (Customer Specific)Ways you can optimize your ERP for ecommerce integrations
Slide31Taxation & Payment Considerations
Payments can be taken up front, or on account (B2B)Where to calculate taxes? Depends where you are capturing payment!Tax calculations between Magento and ERP must be consistentWays you can optimize your ERP for ecommerce integrations
Slide32THANK YOU!
Any questions?
Slide33Connect with Net at Work
800-719-3307www.netatwork.comnetatwork.com/blogNet at Work YouTube Follow us on Twitter: @netatwork_corp
Follow Net at Work on LinkedInFollow Net at Work on FacebookContact Adam for any questions or concerns.Or you can reach out to us via the information below!
Adam Goldschmiedt
Pixafy, A Net at Work Sister Company
Practice DirectorPhone: 646.214.7142adam@pixafy.comThank You For Attending!
Connect with Pixafy
212-596-7404
www.pixafy.com
pixafy.com/blog
Pixafy YouTube
Follow us on Twitter: @
pixafy
Follow Pixafy on LinkedIn
Follow Pixafy on Facebook
Samantha Marshall
Net at Work
Sage X3 Practice Director
Phone: 801.407.5810
smarshall@netatwork.com