Sage Work Stream Focus Groups

1. Sage Work Stream Focus Groups Cherryl Holliday & Graham Hoyle June 2009

2. Agenda • Why we are here • Our Thinking • Our Mission • Approach • Internal v External • Internal Work streams • Focus Groups Format • Progress

3. Why we are here “Graham and Cherryl will explain the format and the thinking behind the new Line 500 / Sage 1000 Focus Groups, how they will work, commitment level required from customers and answer any questions you may have about being involved in these sessions” • Ensure that Development meets Business Requirements • Ratification

4. Our Thinking The Enterprise mission “To create a true mid market business by working together to deliver a series of compelling product and service propositions to the Enterprise market in order to drive financial performance and recommendation within our chosen areas of the mid market”

5. Our Approach • Usability and User Interface • Deliver a more contemporary user interface that will keep the product competitive and up to date aesthetically, whilst new usability and efficiency concepts will improve the general user experience and assist new and existing users in improving productivity. • Interoperability • Use open interoperability standards to allow more consistent and flexible integration between the core Sage 1000 ERP module and complementary productivity modules. • Reporting • Provide an integrated reporting solution to deliver the basic (management and legislative) reports normally associated with a strong business management offering.

6. Work Streams

7. Internal v External • Stage one • Gather information based on our own internal experience • Consultants & Professional Services • Support • Sales • Stage two • Ratify findings with external interested parties • Ascertain whether modules/options are still relevant • If no longer used, why? Not Fit for Purpose? Any other reason? • Stage three • Demonstrate changes • Via WebEx, • Conference Call, • Face to Face

8. Stage One: Internal Work Streams

9. Work Streams • Financials • Commercial • Manufacturing • CRM • Additional Modules • HR & Payroll

10. Work Stream – FinancialsCherryl Holliday

11. Work Stream – CommercialGraham Hoyle

12. Work Stream Guidelines • Within each work stream what are the areas that require improvement; • In terms of reporting • In terms of integration • In terms of UI and Usability • In each of these 3 themes think in terms of; • Areas for improvement • Priority

13. Work Stream Progress • Looked at the functional areas across the work streams • Are all modules within this work stream still relevant to the customer base • Which modules within this work stream could interact better with each other • Which modules may require interaction across work streams • What is being logged with Support • What are the functional “no-brainers” • Period end workflow • List views • Export to Excel

14. Internal v External • Stage one • Gather information based on our own internal experience • Stage two • Ascertain whether modules/options are still relevant • If no longer used, why? Not Fit for Purpose? Any other reason? • Ratify findings with external interested parties • Focus groups • Site Visit – business process • Explorer information gathered internally • Demonstrate progress • Focus groups • WebEx, Conference Call • Business Partner interaction

15. Stage Two: External Work Streams SUN Focus Groups Graham Hoyle

16. Focus Group Format Each meeting will have a theme Ascertain whether modules/options are still relevant to you How they’ll work Separate work stream (Financial/Commercial) Open and Interactive Introductions Who, company, role Ratify work in progress In preparation, think about; Areas of the software where modern business has moved on Niggles today (Quick Wins) Priorities

17. Focus Group • First Focus Groups • At The Binding Site Ltd onJune 25th • Financials 10:00 – 12:00 • Commercials 13:00 - 15:00 • If you are interesting in attending, Contact Nicole • njames@SageUserNetwork.com • Going Forward • Themes • Frequency • Continuity • Start of a journey

18. Work in progress

19. Approach - UI and Usability • Create a more modernised look & feel for the forms • Present the application as “Rich client” in a web browser rather than wholly web or Windows • Reflect the new Sage Brand • For Shallow Refresh forms, apply the new style but retain the original flow through the application • For Deep Refresh work, apply the style, andimprove the flow and composition

20. Title bar using standard Sage style Forms Style Toolbar along top using standard Sage icons Groupboxes in new Sage brand colour Style for Legacy lists

21. Forms Style

22. Forms Style

23. Forms Style Tooltip assistance to identify tab

24. Deep Refresh Approach • Change the flow to compose a single form using separate elements • Use tabs to enable access to different information groups • Key information remains on screen as the user works in different areas • Adopt a List based UI approach to enable users to perform different actions from a single point

25. Current Product 25

26. Current Product 26

27. Current Product 27

28. Current Product 28

29. Current Product 29

30. Future Product 30

31. Copy to Excel

32. In closing • Why we are here • Our Thinking • Our Mission • Approach • Internal v External • Internal Work streams • Focus Groups Format • Progress

33. Questions?