3. Solution Capabilities Flashcards
(34 cards)
Sage X3’s Solution Capabilities
In this lesson we will examine Sage X3’s Solution Capabilities.
Let’s take a look at Why Sage X3 is not your typical business management solution.
You probably know by now that Sage X3 is not a typical business solution.
But why?
What makes Sage X3 unique to other solutions?
Sage X3 - Changing how Companies grow.
Sage X3 is changing how product-centric businesses compete and thrive in the global economy by providing them with faster, more intuitive and tailored business management solutions.
Solution Capabilities in Sage X3 - Not your typical business management solution.
Sage X3 is:
1) FASTER to run the entire business end-to-end, immediately, anywhere.
2) INTUITIVE management of distributed operations, easier to access data and collaborate, simpler IT management.
3) TAILORED deployment options, flexible capacity, flexible configuration, customization and evolution.
How is Sage X3 faster, more intuitive and tailored?
The following slides show the Sage X3 Solution Capabilities and how these Capabilities make Sage X3 a faster, more intuitive and tailored experience.
Let’s explore some specific Sage X3 Capabilities and how these Capabilities deliver a FASTER, more INTUITIVE and TAILORED experience.
Click on the buttons to learn more:
1) Rich Integration and Simpler Management.
-Because the Software integrates all processes it is easier for a System Administrator to manage Setups and activities in a single place.
2) Intuitive Data
- The next example shows that graphical data can easily be accessed based on job roles from the Landing pages in the main interface of Sage X3. For example a Change Control Manager can quickly view change requests and impacts information at a glance.
3) Self-service Reporting tools
- Many Reports are also available in the Software for all modules. In this example you are pre-viewing customer records. You can preview and print any business document as well such as sales orders, invoices, etc directly from the function or from the reports menu from the main interface.
4) Role based processes, personalisation by user and HMTL5 web interface.
- The system is robust which means that users have got to navigate the software based on the visual presentation of the typical process or best practice for their role. In this example, the Sales Administrator can view and access the functions here for the job role.
5) Mobile Access to all functions.
- You can access any function of Sage X3 from a mobile device in a user friendly interface that can be personalized to the user’s preferences.
6) Access from a grid. Access from the right panel.
- Sage X3 allows for direct access to Microsoft Excel, Word and PowerPoint through data sources. Also many grids throughout the system allow you to export the data to excel by clicking the action icon in the grid. Many functions provide access to Excel and Word from the right panel. This allows the business to connect to any web platform data source for faster and secure access to their data.
7) 2-Way Microsoft Office Integration
- Where information is presented in a graph you can export the information to a PowerPoint slide. In this example you can export the graph to a PowerPoint slide.
9) How is Sage X3 FASTER, more INTUITIVE and TAILORED?
10) How is Sage X3 FASTER, more INTUITIVE and TAILORED?
Knowledge Check:
Which of the following Capabilities make Sage X3 a faster, more intuitive and tailored experience?
Select all that apply.
- Self service reporting tools.
- Role based processes, personalisation by user, so viewers can navigate the system based upon a visible presentation of the typical process or practice for their role.
- Graphical data can be easily accessed based upon job roles from the Landing pages in the main interface of Sage X3.
- Sage X3 integrates all processes making it easier for a system’s administer to manage all process in one place.
- Direct access to PowerPoint, Excel and Word through data sources.
- Mobile access to all functions that can be personalized based upon user’s preferences.
Knowledge Check
Sage X3 is changing how enterprises compete and thrive in the global economy by providing them with a ……….,more………….and …………..
Business management solutions.
Sage X3 is changing how enterprises compete and thrive in the global economy by providing them with a faster ,more intuitive and tailored
Business management solutions.
Knowledge Check.
What feature of Sage X3 allows a user to set up a step by step business process based upon their specific industry needs?
Business Process Flow.
Let’s take a look at the Sage X3 Capabilities and Supported Industries
Let’s take a deeper look at Sage X3’s core Capabilities and assess any examples of how Sage X3 how specific industries can leverage Sage X3 and our extended solution offerings.
Sage Business Cloud Sage X3 - Solution Overview:
FINANCIAL MANAGEMENT
FINANCIALMANAGEMENT:
- Budgets and Accounting.
–General Leger with multiple Chart of Accounts.
–Accounts Payable, Accounts Receivable
–Cashflow Management
–Bank Management
–Cost and Analytical Accounting
–Expenditures
–Budgets and Commitment
- Fixed Assets.
–Numerous Depreciation methods.
–Fixed Asset Lifecycle with traceability of Capital Expenditure.
–Interim Statements and closing.
–Fixed Asset stock count and financing.
–Franchised Asset management.
Financial reporting and Dashboards. - Financial Reporting.
–Real-time analytics, alerts and notifications.
-User-defined Dashboards based on trigger events.
–Configurable inquiries on any data.
–Search and filter data collections.
–Library of over400 reports supplied as standard, including legal reports. - Dashboards.
Sage Business Cloud Sage X3 - Solution Overview:
SUPPLY CHAIN MANAGEMENT
- Purchasing.
- Inventory and Warehousing
- Sales
- Customer Service.
PURCHASING
- Supplier and Product Category Management
- Pricing and Discounts
- Purchase Planning, Ordering and Requests
- Purchase Orders, Delivery and Scheduling
- Requests for Proposals (RFPs)
- Open Orders, Budget Accounting
- Multi-Level Signature
- Supplier Invoice Entry and Returns
INVENTORY
- Product Data and Multiple units of Measure
- Location Management
- Inventory Balances
- Quality Control and Sampling
- Replenishment, Inter Site transfers
- Order Release
- Stock Movements
- Import Tracking
- Mobile Apps
SALES MANAGEMENT
- Configurator, Pricing and Discounts.
- Quotes and Contracts
- Order Entry and Management
- Stock Inquiries and Allocation
- Packing, Delivery and Returns
- Invoicing, Export, Declarations and Credit Notes
- Sales Workflow
- Mobile Apps
CUSTOMER SERVICE
- Contact Management
- Sales Force Automation
- Customer Call Center Support
- Warranty and Service Order Management
- Solution Knowledge Base
- Marketing Campaigns
Sage Business Cloud Sage X3 - Solution Overview:
PRODUCTION MANAGEMENT:
- BOM and Production Planning
- Shop Floor Control
- Quality Control
- Non Conformance
BOM PLANNING
- Multi-Bill of Materials
(Commercial, Production, Sub-Contracting, etc)
- Current Bills of Material
- Mass Maintenance
- Manage Changes on a Product and Bill of Materials
- Version Number Management (Major and Minor Version)
SHOP FLOOR CONTROL
- Collection of Labour Time
- Direct / Indirect Labour
- Actual and Elapsed Time
- Muti-Tasking (Synchronized, or Unsynchronized)
- Automatic breaks
- Time and Attendance (Clock in/out)
- Indirect Time Entry (Clock in/out)
- Break Time Entry (Clock in/out)
- Team Entry
- Shop Flow Tracking Workbench
QUALITY CONTROL
- Batch & Sub Batch Number Management
- Serial Number Management
- Use-by & Expiry Date Management
- Stock & Stock-Sub Status Management
- Re-Inspection Date Management
- Quality Control Record Creation
- Quality Control Procedures with Analysis Request
- Up and Downstream Traceability Management
Sage Business Cloud Sage X3 - Solution Overview/ Functionality:
PROJECT MANAGEMENT
- Project Definition
- Project Execution
- Time Sheet
- Financial Tracking
PROJECT MANAGEMENT
- Increase on time Project Completion
- Improve Profitability and Customer Satisfaction
- Optimize use of valuable Personnel and Equipment
- Increase Visibility and Control over Project Costs
- Decrease Project Management Costs
- Improve Accuracy of Service-Based estimates and Quotes.
Sage Business Cloud Sage X3 - Solution Overview:
HUMAN RESOURCE MANAGEMENT
- Personnel Administration
- Time Management
- Payroll and Expense Management
Extended Solution Scope/Functionality:
FINANCIAL MANAGEMENT
- General Leger
- AP/AR
- Fixed Assets
- Budgeting
- Analytics
- Compliance Reporting
Extended Solution Scope/Functionality:
PURCHASING MANAGEMENT
- Purchasing Planning
- Purchase Request
- Purchase Order
- Sub-Contracting
- Receiving and Returns
- Invoicing
Extended Solution Scope/Functionality:
INVENTORY MANAGEMENT
- Warehouse and Location Management
- Stock Movements and Balances
- Costing (Multiple Methods)
- Replenishment and Transfers
- Import Tracking
- Quality Control & Sampling
Extended Solution Scope/Functionality:
SALES MANAGEMENT
- Configurator Pricing and Discounts
- Quotes and Contracts
- Order Entry
- Stock Inquiries and Allocations
- Packing, Delivery and Returns
- Invoicing, Export Declarations, Credit Notes
Extended Solution Scope/Functionality:
CUSTOMER SERVICE
- Contacts Management
- Customer Marketing
- SFA
- Warranty Management
- Service Orders Management
- Knowledge Base
Extended Solution Scope/Functionality:
PRODUCTION MANAGEMENT
- Configurator Options and Variants
- BOM Planning, Formulas and Recipes
- Routing & Scheduling
- Work and Cost Centres Management
- Traceability Quality Control & Analysis
- Order Release
Extended Solution Scope/Functionality:
PROJECT MANAGEMENT
- Project Planning
- Global Project Overview
- Financial Controls
- Budget Management
- Project Snapshot Management
- Reporting and Analytics
Extended Solution Scope/Functionality:
HR and PAYROLL MANAGEMENT
- Workforce Management
- Employee Self Service
- Time and Activity Management
- Training Management
- Benefit Management
- Payroll and Budget Forecasting
Benefits to Industries:
Now that we have learned about Sage X3’s Core Capabilities, let’s take a look at how Sage X3 addresses specific Industry needs.
Benefits to Industries:
Specific Industry needs:
DISTRIBUTION TRADE
Distribution-Warehousing and Logistics-Retail
ACCELERATE THE ENTIRE SUPPLY CHAIN:
Accelerate the entire supply chain from Procurement to Customer deliveries, and gain visibility at every step.
INCREASE SALES RESPONSIVENESS:
- Increase Sales responsiveness with mobile access to product information, accurate stock data, and customer credit details in real time.
REDUCE PURCHASING COSTS:
- Reduce purchasing costs and increase margins with better insight on supplier quality and performance.
ACCELERATE INVENTORY TURNS:
- Accelerate Inventory turns and Reduce Warehousing costs with increased insight into sales and optimized stock management.
DISTRIBUTION TRADE KEY CAPABILITIES:
- Single or Multi-Site Management
- Inter-Company Transactions Management.
- Supplier Quality and Performance Management
- Global Sourcing, Procurement and Logistics
- Multi-Warehouse Management
- Sales Channel Management
- international Order fulfillment process.
- Customer Service, Contracts and after-sales management.
RECOMMENDED COMPLEMENTARY APPLICATIONS:
- Enterprise Management E-commerce: Webstore Management (Customers, Articles, Pricing and Inventory)
- Enterprise Management Salesforce CRM Connector: Synchronize Customer records and orders with Sales Force CRM
- Sage Inventory Advisor: Graphical Inventory forecasting and KPIs.
Works Well in:
Demand Planning, Orders and Forecast.
Purchasing.
Inventory Management and Logistics.
Marketing and Sales.
Customer Sales.
That is:
Budgeting, Accounting, Fixed Assets, Financial Reporting and Business Intelligence.
