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The Evolution of Sage 300: What’s New & Why Should I Care?

Join Robert Lavery & Associates Inc. as they present the evolution of Sage 300, discussing its history, notable changes, and trends affecting the software. Learn about new features, customization options, integration capabilities, and more. Don't miss this informative session!

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The Evolution of Sage 300: What’s New & Why Should I Care?

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  1. The Evolution of Sage 300 – What’s New & Why Should I Care? Presented by Robert Lavery & Associates Inc.

  2. The Evolution of Sage 300 Presented by Robert Lavery, Robert Lavery and Associates

  3. The Evolution of Sage 300 • Where Have We Been? • 8 CEO’s • 12 Name Changes • 19 Versions (Not including Service Packs) Presented by Robert Lavery, Robert Lavery and Associates

  4. The Evolution of Sage 300 But Just 1 Ronald Black! Or was that Accpac Jack! Presented by Robert Lavery, Robert Lavery and Associates

  5. The Evolution of Sage 300 Family The Father of Ronald & Jack! Presented by Robert Lavery, Robert Lavery and Associates

  6. The Evolution of Sage 300 • Other notables: • Carl Z • Bob the Accountant • And Now ---- Pegg! • From Bits to Bytes to Bots Presented by Robert Lavery, Robert Lavery and Associates

  7. The Evolution of Sage 300 Presented by Robert Lavery, Robert Lavery and Associates

  8. The Evolution of Sage 300 • Trends Affecting Software • More sophisticated systems – Security, Approvals • More flexible and feature rich apps - Automation • Easy to use tools for customization – Data & UI • Shorter cycles between upgrades - Compatibility • Better communications infrastructure - Integration Presented by Robert Lavery, Robert Lavery and Associates

  9. The Evolution of Sage 300 Alerts &WF • Trends Affecting Software • A free collection of over 60 pre-configured alert scenarios – Sage 300 core & Third Party.  • Sage Alerts & Workflow seamlessly connects to Smart Hotel Software, Orchid Software, AutoSimply MFG and Technisoft’s Service Manager. Presented by Robert Lavery, Robert Lavery and Associates

  10. The REvolution of Sage 300 NEW Orchid Extender Module Helps: 1) Create Web Screens & Web Services 2) Avoid Security Issues plaguing VBA 3) Customize Business/View Logic in Sage 300 to enhance Security, add Approvals, embed Alerts & automate Business Processes 4) Create new SDK compliant modules 5) Extend Sage 300 Open Source capabilities 6) Blob type fields to be added to overcome large data string limitation. Presented by Robert Lavery, Robert Lavery and Associates

  11. Making Sage 300 More Customizable FREE Python Libraries Facilitate: 1) GIS leveraging Google Maps, Yahoo, etc 2) Google Style Indexing & Searching 3) Workflow 4) XML Processing 5) HTTP Requests 6) Game Development (Gamify Sage 300?) 7) Artificial Intelligence (AI) 8) Integration to Websites & Web Services Presented by Robert Lavery, Robert Lavery and Associates

  12. Other Sage 300 Development Options World Class Methodology Presented by Robert Lavery, Robert Lavery and Associates

  13. Making Sage 300 More Customizable Advantages of Using Python Libraries: 1) Widely taught in post secondary schools 2) Easy Syntax 3) Readability 4) Cross Platform 5) Widely Supported 6) Object Oriented or Procedural 7) Safe Code 8) Free – Capitalizes on movement to Open Source Presented by Robert Lavery, Robert Lavery and Associates

  14. Making Sage 300 More Portable Advantages of Xamarin (Microsoft): 1) AllowsTechnisoftto code once and deploy to multiple operating systems and devices with much less development work involved. Presented by Robert Lavery, Robert Lavery and Associates

  15. Making Sage 300 More Integrated IMan: 1) Configuration based integration and process automation platform. Extender: 1) Integration of non-SDK applications and data to Sage 300 Views. Presented by Robert Lavery, Robert Lavery and Associates

  16. Making Sage 300 More Modern Presented by Robert Lavery, Robert Lavery and Associates FREE Python Libraries Facilitate: 1) GIS leveraging Google Maps, Yahoo, etc 2) Google Style Indexing & Searching 3) Workflow 4) XML Processing 5) HTTP Requests 6) Game Development (Gamify Sage 300?) 7) Artificial Intelligence (AI) 8) Integration to Websites & Web Services

  17. The Evolution of Sage 300 Channel Presented by Robert Lavery, Robert Lavery and Associates

  18. The Evolution of Sage 300 Channel Presented by Robert Lavery, Robert Lavery and Associates

  19. The Evolution of Sage 300 Channel Presented by Robert Lavery, Robert Lavery and Associates

  20. The Evolution of Sage 300 Channel New Knowledge Required: Understanding of key technologies so you can Assess benefits, risks, threats and opportunities associated with the online world. Presented by Robert Lavery, Robert Lavery and Associates

  21. The Evolution of Sage 300 Channel Presented by Robert Lavery, Robert Lavery and Associates

  22. The Evolution of Sage 300 Channel Presented by Robert Lavery, Robert Lavery and Associates

  23. SYSTRONICS Offers Sage 300 Help New Global Help Desk Option for Global Clients with Multiple Sites • World Class Sage 300 expertise available for hire to support remote/global customers. • Custom Programming services in multiple languages with full integration to Sage 300. • Project Management skills for large or complex implementations. • Web Screens available in Revenue and Expense Deferrals Version 2018. Presented by Robert Lavery, Robert Lavery and Associates

  24. The Evolution of Sage 300 Customers • The Influence of GEN Y & Millenials • Sense of entitlement – “Want it now!” • Expect “FREE” access to info & products • Value the “Experience” • Boomers and GEN X Aspire to Acquire • GEN Y desire Access and Experience • Cars (AutoShare), Music (MP3BEE) • Ubiquitous use of mobile devices Presented by Robert Lavery, Robert Lavery and Associates

  25. The Evolution of Sage 300 Customers Presented by Robert Lavery, Robert Lavery and Associates

  26. The Evolution of Sage 300 Customers New Requirements: Understanding of key stakeholders who want access to information and processes without sacrificing security and reliability of data. Presented by Robert Lavery, Robert Lavery and Associates

  27. eCommerce for Sage 300 Users • North49 Webtelligence • Multi-tenanted architecture ensures 24/7 operation even if the host ERP system is not available. • Facilitates Self-Service for remote access. • A direct live connection to the internal ERP as well as any SQL/ODBC compliant data Presented by Robert Lavery, Robert Lavery and Associates

  28. Remote Access to Sage 300 • Multiple Options & Processes • Extend Sage 300 to non-accounting staff for entering, submitting, tracking and approving Expense Reports, Timesheets, Leave, OT, AP/PO Requisitions with attachments. Presented by Robert Lavery, Robert Lavery and Associates

  29. Remote Access for Sage 300 Users • Norming Resource Manager • Extend Sage 300 to non-accounting staff for entering, submitting, tracking and approving Expense Reports, Timesheets, Leave, OT, AP/PO Requisitions with attachments. • Custom Requisitions create a business process with approvals on any Sage 300 master file or transaction batch. • “Look Up Tables” provide access to all Sage 300 and ISV SDK Sage 300 Views. Presented by Robert Lavery, Robert Lavery and Associates

  30. Making Sage 300 More Mobile

  31. Making Sage 300 More Mobile NEW AutoSimply Barcode Modules Help: 1) Utilize Web Services to post Sage 300 Acctg & Mfg transactions via multiple devices. 2) Shift Sage 300 Users from Back Office Clerks to Frontline Users with handheld devices or windows tablets. 3) Facilitate adoption of industry standard barcode formats in Sage 300 IE NEW GS1 barcode module 4) Extend any Sage 300 features to a handheld. (Sales Anywhere) Presented by Robert Lavery, Robert Lavery and Associates

  32. Making Sage 300 More Mobile NEW Barcode Functionality: 1) Android devices supported mid 2018. 2) Stock Count with Lot/Serial via Orchid Bin Tracking included in Version 6.5 PU2 release. Presented by Robert Lavery, Robert Lavery and Associates

  33. More Sage 300 Solutions Coming NEW Capacity Planning Module: 1) Machine Loading and capacity planning – 4th Quarter 2018. Presented by Robert Lavery, Robert Lavery and Associates

  34. Making Sage 300 More Compliant NEW Quality Control Module: • Provide better documentation for regulatory requirements in certain industries. • Extend Sage 300 to include the Quality Control process/department • Full tracking of goods under inspection, accepted, rejected and scrapped quantities. • Record into QC testing results for analysis and certification. Presented by Robert Lavery, Robert Lavery and Associates

  35. The Influence of OCR in Sage 300 Pacific’s Payables Workflow Incorporates: • Third generation OCR Technology plus some AI extensions within Sage 300. Altec’s DocLink Workflow Incorporates: • OCR Technology to create enterprise document management outside of Sage 300. Presented by Robert Lavery, Robert Lavery and Associates

  36. Supply Chain Mgmt in Sage 300 EDI Integration Supports: • Multiple Trading Partner Templates • Industry Standard Transactions & Documents • Shipping Solutions – Pick, Pack & Ship • Integration to Warehouse Mgmt • Improve Supply Chain Process Presented by Robert Lavery, Robert Lavery and Associates

  37. Advanced Reporting & BI in Sage 300 Various Tools That Support: • Streamlined Report Creation & Distribution • Data Warehousing • Advanced Budgeting & Forecasting • Integration to OLAP Tools Presented by Robert Lavery, Robert Lavery and Associates

  38. Accountant’s Need OLAP

  39. Creating Vertical Solutions in Sage 300 Enabling Projects Simplifies T&B Smart Hotel for Hospitality Even Desert Pest Management! Presented by Robert Lavery, Robert Lavery and Associates

  40. Other Solutions For Sage 300 Computerized Maintenance Mgmt Systems InfoRETAIL by InfoCentral Credit Card Payments & More! Presented by Robert Lavery, Robert Lavery and Associates

  41. Creating Opportunities in Sage 300 TaiRox CRM Simplifies CRM • SIMPLE - 1 Server to setup; 1 database to maintain. • FAST – SQL Server Queries for search & sort. • SMART – Search like an Internet Search Engine. • MAPS – 1 click to see company location. • SOCIAL MEDIA – 1 click opens SKYPE. • EMAIL – 1 click opens Outlook. Presented by Robert Lavery, Robert Lavery and Associates

  42. Creating Opportunities in Sage 300 TaiRox CRM Simplifies CRM • Search & Sort on Optional Field data. • Each user can create their own group of Prospects/Opportunities and promote to Contacts/AR Customers if a sale is made. • Link to their Facebook, LinkedIn, Twitter or other social media pages. • Easy generation of Excel based reports. • Attach documents & URL’s to any Prospects. • OE Quotes/Orders linked to opportunities. Presented by Robert Lavery, Robert Lavery and Associates

  43. Opportunities or Threats? Presented by Robert Lavery, Robert Lavery and Associates

  44. Conclusion – There is Life in Sage 300 • Learn to leverage technology/relationships • Create Value in your business • Takes Time, Effort, Focus, Patience & Discipline • OR You Can Retire Presented by Robert Lavery, Robert Lavery and Associates

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