Sage Group plc · LSE:SGE
Sage — Investor Day (February 2011)
129 slides from Sage's investor day presentation, Feb 9, 2011
Slide 1: Slide 1
Slide 2: Agenda
Agenda 8:30 Introduction to Sage: Guy Berruyer, Sue Swenson 9:00 Sage North America Web Strategy: Himanshu Palsule 9:45 Break 10:00 Customer Experience: Dennis Frahmann 11:15 Partnering for the Success of our Customers: Tom Miller 11:40 Open Q&A 12:00 Lunch 1:00 ERP: Laurie Schultz Healthcare: Betty
Slide 3: Sage ERP North America
Sage ERP North America Laurie Schultz General Manager
Slide 4: Agenda
Agenda • Sage ERP portfolio • Extraordinary Customer Experience • Value through Connected Services • Diverse growth strategy • Choice
Slide 5: ERP—A Significant Ecosystem
Sage ERP—A Significant Ecosystem …>75K customers Sage ERP X3 …> 2000 Resellers • Global • Core to Upper Mid Market Increasing need for Global Approach …> 500 ISVs • Vertical depth: Hard Goods Manuf, Chemicals , Food & Bev, Life Sc, WHS Dist Sage ERP Accpac • Multi-country operations; local processes
Slide 6: ERP—A Significant Ecosystem
Sage ERP—A Significant Ecosystem …Lower thru Upper Sage ERP X3 Mid Market • Global • Core to Upper Mid Market Increasing need for Global Approach • Vertical depth: Hard Goods Manuf, Chemicals , Food & Bev, Life Sc, WHS Dist Sage ERP Accpac • Multi-country operations; local processes • Lower to Core
Slide 7: ERP—A Significant Ecosystem
Sage ERP—A Significant Ecosystem …And, both traditional and subscription pricing Software as low as $67/user/month Lowest TCO Product ownership, depth, customization $67/user month Sage ERP On Sage ERP SaaS Premise Accpac Online Software Services Hardware *7 year, 10 user example
Slide 8: North America Strategic Framework: Enrich Connect Grow
Sage North America - Strategic Framework Enrich Connect Grow Maximize New Growth through Performance Customer Connected of Existing Acquisition Services Assets Extraordinary Customer Experience
Slide 9: Enrich Connect Grow
Enrich Connect Grow Extraordinary Diverse Connected Customer Growth Services Experience Strategy Extraordinary Customer Experience
Slide 10: Extraordinary Customer Experience
Extraordinary Customer Experience “What was the single largest influence on your Purchase?” Accountant Reseller Reco Customer Used before Product Reco (31%) (25%) Reco (10%) 10% (24%) Word of Mouth Drives >50% of Sales! “On a Scale of 0-10, how likely are you to recommend? 10 9 8 7 6 5 4 3 2 1 0 EXT
Slide 11: Extraordinary Customer Experience
Extraordinary Customer Experience “On a Scale of 0-10, how likely are you to recommend? 10 9 8 7 6 5 4 3 2 1 0 EXTREMELY NOT AT ALL % EVANGELISTS LESS % DETRACTORS = NET PROMOTER Quality, Usability, TCO, Reporting, Functionality
Slide 12: Enrich Connect Grow
Enrich Connect Grow Extraordinary Diverse Connected Customer Growth Services Experience Strategy Extraordinary Customer Experience
Slide 13: New Value thru Connected Services
New Value thru Connected Services +240% Rev/Cust Virtual Terminal Merchant Services Sage Payment 300K CC Mobile Payments Services transactions/Day PCI Compliant Push Pay Credit Card Module Employer Common Employee Services Payroll Aatrix eFile 8M Benefits CompuPay Module Employees Payroll Direct upd
Slide 14: New Value thru Connected Services
New Value thru Connected Services 1. Add value to customers by bridging on premise with CLOUD based solutions 2. Grow Revenue/Customer or “Share of Wallet” 3. Change the business model
Slide 15: Enrich Connect Grow
Enrich Connect Grow Extraordinary Connected Diverse Customer Services Growth Experience Strategy Extraordinary Customer Experience
Slide 16: A Diverse Growth Strategy
A Diverse Growth Strategy Expand and exploit Sage ERP X3 unique differences • Global Lower Mid Market Increasing need for Global Approach • Core to Upper Mid Market • Vertical depth: Hard Goods Manuf, Chemicals , Food & Bev, Life Sc, WHS Dist Sage ERP Accpac • Multi-country operations; local process
Slide 17: ERP X3
Sage ERP X3
Slide 18: ERP X3 Evolution
Sage ERP X3 Evolution 2010 • Enhanced multi-legislation Version 5.0 REST architecture • Available in 50+ countries 2007 Major UI Revamp 2005 – Sage plc acquires the Adonix group Web 2.0 portal MS Office Integration Adonix X3 v.140 Embedded BI 2004 Sage Visual Processes Available in 35 countries User
Slide 19: ERP X3—Worldwide Presence
Sage ERP X3—Worldwide Presence EUROPE • 3,000 customers • France • Belgium • Germany • Italy • > 50 countries • Poland • Netherlands • Portugal • Russia • 1500 consultants • Spain • Switzerland • 200 partners • UK & Ireland NORTH AMERICA • United States • Canada Sage ERP X3 ASIA • China • Singapore
Slide 20: ERP X3—Global Approach
Sage ERP X3—Global Approach • Collaborative Governance Board • Global Marketing & Communication • Global Product Management and R&D • Global Sage ERP X3 Practice
Slide 21: ERP X3—Overview
Sage ERP X3—Overview • Global—ERP solution designed for international mid-market companies • Upper Mid Market—Open and scalable infrastructure; 1,500 concurrent users • Technology—Multi-tier, web oriented architecture ; Multiple-DB, Multiple-OS, and deployment models • Verticals—out of the box depth
Slide 22: ERP X3—NA Vertical Targets
Sage ERP X3—NA Vertical Targets 17.5% 19.5% 3 pre-configured offerings: Wholesale Food – Process Suite distribution & Beverage – Discrete Suite – Distribution Targeted at 5 verticals Hard Chemicals Goods Complementary Channel, Mfg 22% Influencer, ISV, and 30.9% Life Support strategy Sciences 9.3%
Slide 23: ERP Accpac
Sage ERP Accpac
Slide 24: ERP Accpac—Freedom of Choice
Sage ERP Accpac—Freedom of Choice 45K customers; 250 ISVs; 1000 Partners Freedom to Choose Deployment Neutral On Premise On Demand Build your solution your way and leverage the ability to quickly adapt as Modules your way becomes Financial Operations CRM BI tomorrow’s way! Three Tiered Architecture
Slide 25: ERP Accpac — 6.x Objectives
Sage ERP Accpac — 6.x Objectives Increase overall product competitiveness • How? New ―pure web" framework, browser-agnostic, mobility support, embedded BI tools, simplified user/role personalization, blurring CRM- ERP experience Compelling value for Installed Base • How? Respond to top pain points (
Slide 26: ERP Accpac—Web Deployable
Sage ERP Accpac—Web Deployable Classic Desktop Use Classic UI or new Mobile enabled Web UI Browser agnostic Embedded BI tools Portal Role-based customization Integrated SageCRM Solving top pain points: Reporting, TCO, Usability
Slide 27: Developed Utilizing SData and Google Web Toolkit
Developed Utilizing SData and Google WebTool kit
Slide 28: Collaboration and Mobility
Collaboration and Mobility RPAccpac/portel60a/portal him! Shy By ah Pager Safety Tacky Ov ‘welcome Administrator [This Sssion: 01/11/2020 Semple Company Inc. [Halp ¥ | Change Password] sian Out *| Fa __.. aR AIR of oi wn J payment coaes Distibution Codes patch Lise Jounal Enuy Sage AccpacInsligence
Slide 29: Front to Back Office Integration
Front to Back Office Integration
Slide 30: ERP Recap—Roadmaps
Sage ERP Recap—Roadmaps 2010 2011 Future Sage ERP V6.0 V6.2 V7.0 X3 Global launch, NA Dev, CRM, Industry Dist & Manuf Technology Editions Sage ERP V5.6 ECE V6.0 V6.1 Accpac Portal, Web UI, Sdata, Web deployability all core Google webtoolkit modules; Browser Agnostic Sage ERP MAS 90 V4.4 V4.45 V4.5 O
Slide 31: ERP Recap—Roadmaps
Sage ERP Recap—Roadmaps 1. Grow our share footprint by expanding and exploiting unique differences—lower through upper mid market, verticals, geographies 2. Gain economies of scale by leveraging common opportunities—Modules, Connected Services, Sage Advisor, Web deployability, Sage ERP Portal 3. Lev
Slide 32: ERP Choice
Sage ERP Choice Cloud based Global reach; services local touch Extraordinary Technology Customer Experience Channel TCO Portfolio Breadth
Slide 33: Healthcare Division Analyst Presentation
Sage Healthcare Division Analyst Presentation Betty Otter-Nickerson Tony Ryzinski
Slide 34: Agenda
Agenda • Sage Healthcare’s market • Physician-focused, Patient-centric • Evolving healthcare ecosystem • Client speak
Slide 35: Elevating the Brand
Elevating the Brand experience software that always puts patients first. Visit sagehealth.com/iheart experience healthcare that’s focused on patients, not paper.
Slide 36: We Serve...
We Serve... 80 ,000+ 400,000 + physicians 1 8 healthcare professionals 3 3 mi | io n labs i million e- prescriptions 1 50 claims
Slide 37: Market analysis
Market analysis Market specialties Market by size of practice Sage Focused Specialties Other 60% of practices are in specialties well aligned with Sage’s offerings.
Slide 38: Enrich Connect Grow
Enrich Connect Grow Leverage other Sage Help practices flourish Prepare customers for services and other & participate in an meaningful use healthcare expanded health communities ecosystem
Slide 39: Physician-focused, patient-centric
a & Ux X ' ww physician-focused .«<« — patient-centric) —_— - 2 .
Slide 40: Today's Market Reality
Today’s Market Reality Providers seeking EHR Patients of providers that use EHR Providers currently using EHR
Slide 41: Slide 41
Slide 42: Understand
Understand SPECIALTY
Slide 43: Maximize
MAXIMIZE my INvestment in technology
Slide 44: Proactive
PROACTIVE adviser and service provider
Slide 45: Guarantee
GUARANTEE}
Slide 46: A Healthcare Industry in Transition
A Healthcare Industry in Transition Providers Patients Technology
Slide 47: Connected Healthcare Community
Connected Healthcare Community CDC: Centers for Disease Control PBM: Pharmacy Benefit Manager IDN: Integrated Delivery Network
Slide 48: Patient portal website
J Madison vege 3 Contact Information | My Medical Summary | Online Patient Services SE DES Madison Medical Center P.A. About Us Contact Information My Medical Summary Welcome to the Madison Medical Center, we are an innovative family practice located in Madison, Online Patient Services California. A
Slide 49: Intergy demo
Intergy demo Placeholder – Practice management medical history
Slide 50: Placeholder – EHR intake encounter
Placeholder – EHR intake encounter
Slide 51: Intergy demo
Intergy demo Placeholder – EHR flow sheet
Slide 52: Intergy demo
Intergy demo Placeholder – PM billing
Slide 53: Connected Services
Sage Connected Services Pharmacies Laboratories _ Payers Medi / | Hospitals Sage ;. ledicare Whéyreena || GlabCorp | \KAetna sna pi 1 Payment Medicaid 1 cvs ) | a os UnitedHealthcare’ HIE / HIN Solutions Healthcare Practices Running Sage Solutions v4 ~ Sage Medical Manager Sage Intergy Sage Intergy
Slide 54: Intergy demo
Intergy demo Represents the practice’s percentage of women 40-69 who have had a mammogram – one of the clinical decision support guidelines. Placeholder – Practice portal CCD
Slide 55: Easily see a report on patients that require important preventative care
Easily see a report on patients that require important preventative care.
Slide 56: Patient portal healthcare document
Log out | Edit stcarlson’s Account MEDICAL CENTER WV), & az) oF Contact Information | My Medical Summary | Online Patient Services | Online Patient Forms | Healthcare Document Exchange About Us Home My Healthcare Document Your shareable healthcare document is shown below. This document contains the
Slide 57: Sage Is…
Sage Is… • Physician-focused, Patient-centric • A forerunner in providing clinical and financial technology solutions for the evolving ambulatory market • Leading the creation of a connected health care community • Well positioned to capture our share of the ambulatory practices considering meaningf
Slide 58: CRM Solutions Analyst Update
Sage CRM Solutions Analyst Update Joe Bergera & Larry Ritter February 9, 2011
Slide 59: Agenda
AGENDA • Sage CRM Solutions portfolio • Key market & customer trends • Sage CRM Solutions vision • Sage CRM Solutions roadmap • Summary ©2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks
Slide 60: CRM Solutions User Base
Sage CRM Solutions User Base Interaction Sage CRM Solution Businesses Users Buyer Influence Model 1:1 Small business owner, Sales, 56,000 2.8 Million Marketing and other professionals 1:Many Many:1 Primarily Finance and back office See below See below operations Many:Many Many:1 Primarily Sales & Ma
Slide 61: The Evolution of the Cloud
The Evolution of the Cloud Cloud 2.0 Early Integrated business Workflow-enabled Integration adoption solutions business transformation in the Cloud With our large market footprint, Sage is positioned to play a leadership role in the future waves of Cloud adoption
Slide 62: Key Trends in CRM
Key Trends in CRM • Rapid deployment • IT flexibility • Buying and ownership • Social media aware • Personalized • Intent driven • Role based workflow • Rich user experience • Turnkey • Device independence • Configurable • Task oriented • Predictive • Ad-hoc • Real-time
Slide 63: CRM Solutions Vision
Sage CRM Solutions Vision Key CRM Trends Strategic Focus • Proactive & collaborative • Adaptive • Mobile • Services enabled Marketplace trends continue to drive Sage’s Strategic Focus, as originally outlined in our CRM 2010 Strategy
Slide 64: North America Strategic Framework
Sage North America Strategic Framework Enrich Connect Grow • Best-in-Class user and • Connected Services • Mobile Web administrator usability (user-discoverable, • Fully integrated • Highest rate of end- adjacent services) analytics with pre- user adoption • Features-as-a-Service built, role-based •
Slide 65: Proactive and Collaborative
Proactive and Collaborative
Slide 66: Proactive
Sage CRM Solutions Vision Proactive • Personalized • Contextual • Alerts for high priority tasks and events • Aggregation • Publish and share Task relevant views drive user productivity and adoption
Slide 67: Proactive – Advanced Analytics
Sage CRM Solutions Vision Proactive – Advanced Analytics Win/Loss Ranking Regions • Trends • KPIs • Multiple dimensions • Root cause • Revenue/profitability • Characterize success • Personnel effectiveness • Support/service requests • User definable geography • Forecast accuracy • Team measures Visu
Slide 68: Collaborative – Expanded Search
Sage CRM Solutions Vision Collaborative – Expanded Search Local Files and network stores Internet services and sites Search is a common task. Speed, Simplicity and depth matches web experience
Slide 69: Collaborative – Social Media
Sage CRM Solutions Vision Collaborative – Social Media • Find/Import information • Assign actions and track • Social media plug-ins available today – Sage ACT!, Sage SalesLogix, Sage CRM Immediate awareness, action as needed
Slide 70: Adaptive
Adaptive
Slide 71: Adaptive – SData Framework
Sage CRM Solutions Vision Adaptive – SData Framework Forecast Accounts Provider SData Provider CRM SData SData ERP Consumer Contract Contract Consumer Invoices Prices Accounts . SData innovation for data/process integration. On-premise or Cloud, Sage and non-Sage Applications
Slide 72: Adaptive – CRM/ERP Integration
Sage CRM Solutions Vision Adaptive – CRM/ERP Integration • Real-time data availability Real-time feeds • Dynamic data (e.g. prices), managed by ERP business logic • Cross application workflow • Relevant user experience • Data consistency/control Detailed views of specific transactions Two-way sync (
Slide 73: Adaptive – Insight thru Integration
Sage CRM Solutions Vision Adaptive – Insight thru Integration • Visualize Back Office information • Manage credit • Credit reports • Invoice pipeline • Enabled by SData Integration includes processes and visibility across applications
Slide 74: Adaptive – SData Integration
Sage CRM Solutions Vision Adaptive – SData Integration Other application OtherProvider Application Consumer Composite applications Provider SData Provider CRM Contract ERP Consumer Consumer SData enables integration across a wide range of applications
Slide 75: Mobile
Mobile
Slide 76: Mobile
Sage CRM Solutions Vision Mobile Market trends Smartphones as percentage of handset corporate mobility • Smartphones standardization 100% Western • Browsers everywhere Europe • Webkit/HTML5 adoption North America Japan • Ease of use/access encourages Mobile CRM adoption 50% Asia/Pacific Eastern • Re
Slide 77: Mobile CRM – Browser Based
Sage CRM Solutions Vision Mobile CRM – Browser Based Web based applications are ideal for browser based mobile CRM
Slide 78: Mobile CRM – SData/HTML5 Client
Sage CRM Solutions Vision Mobile CRM – SData/HTML5 Client HTML5 Browser Sage SalesLogix SData HTML5 SData SData JavaScript Client //https HTML5 Offline • iPhone, Android cache • iPad • Safari/Firefox/Chrome • BB OS6 SData + HTML 5 deliver ease of use and device independence
Slide 79: Mobile CRM – SData Extended
SalesLogix CRM Vision Mobile CRM – SData Extended Sage SalesLogix SData Sage App #2 (ERP) SData Mash-up SData //https App #3 (In-House) SData Data mash-ups support task based work and simplify administration
Slide 80: Services Enabled
Services Enabled
Slide 81: Connected Services
Sage CRM Solutions Vision Connected Services Cloud delivery Cloud/On-Premise delivery Lists Search, Import Sales, Marketing, Support Sales, Marketing, Support Prospect Lead Opportunity Sales Ongoing relationship Connected Services significantly expand application footprint
Slide 82: Connected Services - Results
Sage CRM Solutions Vision Connected Services - Results 4000 3500 3000 2500 2000 1500 1000 500 0 Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec E-Marketing Mobile Business Info Innovative functionality and tight integration drive adoption
Slide 83: Connected Services – Remote Contacts
Sage CRM Solutions Vision Connected Services – Remote Contacts Sage ACT! Remote Data Services Hosts contact & calendar information User links data services account to Sage Connected Services other online sources Sage ACT! 2012 synchronizes • Contact (Including basic notes/history) • Calendar Access
Slide 84: Online Business Solutions
Sage CRM Solutions Vision Online Business Solutions Buy Subscribe Long-Term TCO Instant-On On-Site control Operating expense Regulation / Payment flexibility Compliance Existing IT Outsourced IT infrastructure Upgrade control / Data ownership / Integration / Security Sage SalesLogix Sage SalesLogix
Slide 85: Online Solutions – Sage SalesLogix Cloud
Sage CRM Solutions Vision Online Solutions – Sage SalesLogix Cloud Monitoring Provisioning Flexible Pricing User • Core CRM SalesLogix Cloud “N” • Analytics (1H2011) System Health • Remotes and Alerts Portal SalesLogix Cloud #5 Capacity Elastic Cloud • Customer PPortal Computing SalesLogix • Alerts
Slide 86: Roadmap
Roadmap
Slide 87: 2011 Roadmap
Sage CRM Solutions Vision 2011 Roadmap Sage ACT! Sage CRM Sage SalesLogix • Dashboards • Advanced analytics Proactive and • Advanced search • Social Media plug-ins • Forms/fields collaborative • Smart tasks II • Social Media plug-ins • ECE toolkit • SData enabled • Integration Contract Adaptive • SD
Slide 88: Summary
Sage CRM Solutions Vision Summary • Sage has one of the largest CRM customer footprints • Demonstrated strong, focused execution – Sage SalesLogix Cloud – Connected Services – Portfolio positioning and segmentation • Sage is delivering significant new competitive differentiators – SData Integration
Slide 89: Payment Solutions
Sage Payment Solutions Greg Hammermaster President Rob Bertke Senior Vice President
Slide 90: Agenda
AGENDA • Sage Payment Solutions Overview • Meeting Market Needs • Sage Exchange – Integrated Payments Platform • Recent Product Releases
Slide 91: Key Takeaways
Key Takeaways • Delivering enterprise-level payments best practices to the SME market. • Deploying an extensible payments platform connecting payments data, devices and apps to the ERP environment. • Specialty payment solutions: Sage Mobile Payments | Sage Patient Payments | Sage PushPay | E-Payable
Slide 92: Payment Solutions (SPS)
Sage Payment Solutions (SPS) • Offers a complete payment suite serving customers in the physical, Web, and mobile environments. • A full-service payment solution provider that bundles a merchant account with payment applications and services. – The merchant account drives a rich revenue annuity mode
Slide 93: SPS Market Focus & Evolution
SPS Market Focus & Evolution Left Side Quadrants / Retail Heavy: High Margins / Higher Attrition Moderate Margins / Lower Attrition • SPS’s heritage: a high-touch, customer- Middle centric provider of basic merchant Call Center Focus Software Channel Focus processing services. Mid-size retailer Mid-
Slide 94: Meeting Market Needs
Meeting Market Needs
Slide 95: Integrated Payments Spans All Three Pillars
Integrated Payments Spans All Three Pillars Enrich Connect Grow Extend the Web to Connected Sage Online the customer’s Services Business Solutions desktop
Slide 96: The Marketplace
The Marketplace Value of integrated payments • Of the companies surveyed, 81% perceive adopting an integrated receivables hub as adding value to their organization. (AITE Group, September 2010) • Only 27% of organizations are equipped to take advantage of “2/10 net-30” (2% discount if paid in 10-day
Slide 97: Exchange – Integrated Payments
Sage Exchange – Integrated Payments PCI Free Zone Enrich: • Reduce payment processing costs by as much as 15.9% * • Get paid faster by as much as 11.3 days * • Alleviate the PCI burden Connect: • Integration to the ERP environment: ‒ Settlement data ‒ Auto reconciliation • Connect third party applic
Slide 98: PCI Free Zone
PCI Free Zone • Sage Exchange’s PCI Free Zone is designed with the software vendor and customer in mind. • Payment Card Industry (PCI) and more specifically, PCI PA-DSS (payment application data security standard) are requirements with software vendors that interact with credit cards. • All end-user
Slide 99: Exchange – Security Tenets
Sage Exchange – Security Tenets • Tokenization: The replacement of sensitive information with a key that is, by itself, useless to someone who obtains it • End-to-end encryption: The encryption of sensitive information using complex algorithms to render the information unreadable • Scope Segmentatio
Slide 100: Exchange – Integrated Payments Technical Overview
Sage Exchange – Integrated Payments Technical Overview ACH / e-Check Check All Payment Acquirers/ Sage Gateway / TSYS Bank Wires Processors Fulfillment Processors Controlled access to non Sage merchant processors Virtual Processor Switch Web Apps PCI certified vault that stores Sage sensitive inform
Slide 101: Exchange – Summary Roadmap
Sage Exchange – Summary Roadmap Sage Exchange Development What the Customer Experiences Q2 2010 – Phase 1 • Payment Module (in the ERP) • Accept payments in the ERP and via the Web (integrated with participating Sage solutions*) • Virtual Payment Module (SaaS – for ERP) • Deploying a PCI certified e
Slide 102: Exchange – Summary Roadmap
Sage Exchange – Summary Roadmap Sage Exchange Development What the Customer Experiences Q2 2011 – Phase 3 • Web interface for customers to manage their payments environment. • Sage Enterprise Payments UI • Filling out our payments suite with check services and ACH • Check Services: e-check conversio
Slide 103: Recent Product Releases
Recent Product Releases
Slide 104: PushPay E-Payables Solution
Sage PushPay E-Payables Solution • A straight-through payment processing solution helping customers automate payments from their ERP solution. • The most advanced commercial card payables solution in the marketplace. Will also support EFT. • Supplier/vendor on-boarding and campaign management tool t
Slide 105: Patient Payments
Sage Patient Payments October 2010 Launch – In Market Now • A SaaS healthcare payment solution that: – Secures patient payment at the time of service. ‒ Improves the (physicians office) receivables. ‒ Decreases bad debt. ‒ Eliminates billing costs. • Calculate – an accurate estimate based on insuran
Slide 106: Mobile Payments
Sage Mobile Payments February 2011 launch • An end-to-end, encrypted mobile payment device, including an audio swipe reader, to accept payments. • Compatible with over 400 cell/smart phone models. • Payments data integration via Sage Exchange to software solutions; e.g., Sage products. • No incremen
Slide 107: Connected POS Terminals
Connected POS Terminals March 2011 launch • IP based, mini browser terminals (no dial-up or installed app). Always on, always connected to Sage Exchange. • Administer POS terminals online: view transaction activity, redeploy terminals to different locations, buy new terminals, etc. • Create & deploy
Slide 108: Revisit the Key Takeaways
Revisit the Key Takeaways • Delivering enterprise-level payments best practices to the SME market. • Deploying an extensible payments platform connecting payments data, devices and apps to the ERP environment. • Specialty payment solutions: Sage Mobile Payments | Sage Patient Payments | Sage PushPay
Slide 109: Small Business Solutions Review
Small Business Solutions Review Connie Certusi General Manager Small Business Accounting Solutions
Slide 110: Entry Level Strategic Framework
Sage Entry Level Strategic Framework Enrich Connect Grow Extend the Web to the customer’s Connected Sage Online desktop Services Business Solutions
Slide 111: Entry Level Market Position
Sage‖s Entry Level Market Position A trusted advisor to small businesses Creating memorable experiences by helping a small business realize success in his/her business • Trusted entry level brands • Strong accountant influencer channel • Easy to use, competitively advantaged solutions • Beyond accou
Slide 112: The Sage Peachtree Line-Up
The Sage Peachtree Line-Up • Easy to use • Real accounting with strong audits and controls • Robust inventory management and job costing • Exceptional business insight through customizable dashboards and business intelligence tools • Connected services streamline business processes such as credit ca
Slide 113: Bridging the Gap to ERP
Bridging the Gap to ERP On the surface – it’s Sage Peachtree • Easy to use • Familiar interface • Seamless data conversion At the core – it’s ERP Lite • Scalable – Higher Performance • Outperforms QBE by more than 2X • Advanced security & business intelligence • Customizable order process workflow •
Slide 114: The Sage Simply Line-Up
The Sage Simply Line-Up • Easy to use • Real accounting with strong audits and controls • Robust project and inventory management • Exceptional business insight through customizable dashboards and business intelligence tools • Connected services streamline business processes such as credit card proc
Slide 115: Hispanic Bilingual Businesses
Hispanic Bilingual Businesses New Market Opportunity New York California Texas Florida • US Hispanic-owned population estimated at ~3M • Growing 3X the rate of other US small businesses • ~70% of population found in 4 key states • Sage‖s strategy to address market is holistic – not limited to produc
Slide 116: Sage's Unique Advantage
Sage‖s Unique Advantage Sage Timberline Office Customers For Life…. Sage • Advanced Project Mgt Master • Advanced Job Costing • Advanced Document Mgt Builder Sage Peachtree Quantum Sage Peachtree Premium for • Job Costing Construction • Construction Payroll • Estimating • Faster and More Scalable Sa
Slide 117: Market Trends Shaping the Future
Market Trends Shaping the Future Social Mobility SaaS Networking Facebook users in US reach 23% of SMB employees 12% of SB are using a SaaS 150M in 2010 (~48% of are working offsite at solution but majority in population) least 1X per week* ―Hybrid‖ model* * SMB LogMeIn IT Pulse Survey Q3 0 * AMI SB
Slide 118: Traditional View of Business Management
Traditional View of Business Management TODAY.
Slide 119: Connecting to the Ecosystem
Connecting to the Ecosystem 3+ Government Jurisdictions 1 Accountant Our goal is to connect our 697 customers to their Customers ecosystem streamlining business processes within 353 and outside the walls of the Vendors business 38 Employees 1 Customer = 1000+ Ecosystem 1 Sage Customer
Slide 120: Connected Services Strategy
Connected Services Strategy Connect Direct Deposit Outsourced Payroll 401K Administration Payment Services E-Marketing Tax Filing Document Management Online Back-Up
Slide 121: Online Business Solutions
Sage Online Business Solutions Guiding Principles Grow Simple Integrated Collaborative Connected Services Available: Billing Boss Payment Boss Additional solutions to be launched 2011
Slide 122: Using Intelligence to Make it Personal
Using Intelligence to Make it Personal Enrich Collision Detection Systems
Slide 123: Enriching the Experience
Enriching the Experience Enrich Traditional State Product is a commodity Customers use <20% of features Today’s model is license focused; customers prefer service User experience is “out of the box” – not personalized & not always relevant Sage’s View Customer Intelligence can deliver relevant and p
Slide 124: Creating the Personal Connection
Creating the Personal Connection Sage Advisor Technology 1B+ current customer intelligence data points available on Sage customers Usage tracking Experience blue printing Company business statistics Error message and help topic frequency Environmental and version information Over 500 data points abo
Slide 125: The Sage Advisor
The Sage Advisor The Sage Advisor Customer Benefits Provides relevant advice on additional features I should be using Proactively warns me when something is wrong Seamlessly delivers updates and helps me discover new capabilities Helps me when he/she senses I need assistance Shows me how other busin
Slide 126: Product Demonstration
Product Demonstration
Slide 127: Peachtree Accounting demo
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Slide 128: Using Intelligence to Make it Personal
Using Intelligence to Make it Personal Enrich
Slide 129: In Summary
In Summary Enrich Connect Grow Extend the Web to the customer’s Connected Sage Online desktop Services Business Solutions