Sage X3 Roadmap Darell Vandover, Product Evangelist NA; Xavier Basto, Product Evangelist LATAM; Fabrice Alonso, Product Evangelist UKI; Dijana Kolar-Peric, Product Evangelist DACH & Poland; Deon van Graan, Product Evangelist SA 20 December 2017
Sage X3 RoadmapDarell Vandover, Product Evangelist NA; Xavier Basto, Product Evangelist LATAM; Fabrice Alonso, Product
Evangelist UKI; Dijana Kolar-Peric, Product Evangelist DACH & Poland; Deon van Graan, Product Evangelist SA
20 December 2017
Sage X3 – A world without limits
Sage X3 adapts to rapid changes in business allowing
customers to gain agility, be more competitive and
embrace the art of the possible.
With Sage X3, we believe that we deliver the most
versatile, simple and flexible business management
platform for companies to grow and compete on a
global scale.
Current Sage X3 V11
Next version Sage X3 V12 (Launch October 2018)
Standard Integrated Functionality Financial Management: Budget and Accounting, Fixed assets, Financial
reporting
Supply chain management: Purchasing, Inventory, Sales, Customer service
Production Management: BOM planning, Shop floor control, Quality control,
Project management, Production Scheduling
Numbers 6,000+ Customers
615,000 + ERP users
28 countries
Key industries Manufacturing (35%), Distribution (26%) and Services (24%)
Recent deliverables
2017 DecemberPrevious Releases
Cloud enablement, regional extension,
global product enhancements
Cloud enablement, global product
enhancements, user experience
• Pendo Integration
• Portugal, Germany & France
compliance updates
• Ability to record currency rates at
transaction level
• Global tree view of projects
• Point in time stock valuation reporting
• Portugal, Germany & France
compliance updates
• First Date Material Availability (FDMA)
• Performance Improvements in
purchasing
• Enhancements in Production
Scheduler
• Multi Project consolidation & Task
Planning for PJM
12 Month Product Roadmap – Sage X3
Q4 ’17 Q1 ’18 Q2 ’18 Q3 ‘18
Major releases
Monthly Cloud Updates
X3 People Cloud Launch
PT Public Cloud Launch
Monthly Cloud Updates
SDMA Cloud Launch
Salesforce Connector (Portugal)
Monthly Cloud Updates Monthly Cloud Updates
Cloud/PlatformContinued UI Enhancement
Pendo Integration
Integration Improvements
New ISV’s available in the Cloud
GDPR Compliance
Continued UI Enhancements
Salesforce Enhancements
Responsive Design
New ISV’s in the Cloud
Processing Speed Improvements for
Large Transaction Bases
(Slice 1)
Financials Legislative Compliance Enhancements
Sage Intelligence Enhancements
IFRS 16 Compliance (light feature)
Legislative Compliance Enhancements
Legislative Compliance Enhancements
A/R Bad Debt Write-Offs Legislative Compliance Enhancements
Manufacturing
Project: Tree View of projects
Link between Work Orders in PS
Versioning Revision Process
Project: Time Sheet Integration
MPM to PJM Migration Tooling
Project: Financial Snapshot
Non-Conformance
Weighing Scale Improvements
Project: Revenue Recognition
Project: Resources Scheduling
New Manufacturing KPIs
Production Scheduler Machine Set-up
Matrix
Distribution
Costing: Point In Time valuation
Product Site Valuation History
First Date Material Availability
Stock costing improvements
E- Invoices Processing Improvements
(France)
ADC improvements (Slice 1)
License Plate Management
New Tax Structure (Slice 1)
Available To Promise
Costing Enhancements
X3 People
Multi-legislation, Currency, Frequency
Payroll
Leave Engine and Self Service
UK Launch
Legislative Compliance Enhancements
GDPR
Net Enterprise Link
Auto Enrolment Enhancements
Sage People API
Additional Self Service Applications
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without
notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2016 Sage Software, Inc. All rights reserved
Upgrades to January 2018
Jan 13th EU Region
Jan 20th NA Region
© 2017 Sage Software, Inc. All rights reserved
Product Roadmap – 2018 January
BenefitEasy and safe SSO authentication within external solutions on the Cloud.
OutcomeAdditional authentication method to allow seamless integration of external hosted solution on the Cloud.
OpenID AuthenticationV2017.r7
PlatformOpenID Authentication
Integrations
Salesforce Connector for Portugal
SDMA version 7.5 On-Premises
Certify
Financial
Compliance
Fixed assets & Expense Capitalization
Manufacturing
Recalculation FDMA – Prod. Scheduler
Task Dependency - PJM
Distribution
Non-billable deliverables - PJM
Stock Valuation Report
Sage X3 PeopleCompliance
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without
notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2017 Sage Software, Inc. All rights reserved
Product Roadmap – 2018 January
BenefitSalesforce connector available in Portugal speaking markets.
OutcomeTranslation requirements for the Salesforce Connecter have been implemented.
Salesforce Connector for PortugalV2017.r7
PlatformOpenID Authentication
Integrations
Salesforce Connector for Portugal
SDMA version 7.5 On-Premises
Certify
Financial
Compliance
Fixed assets & Expense Capitalization
Manufacturing
Recalculation FDMA – Prod. Scheduler
Task Dependency - PJM
Distribution
Non-billable deliverables - PJM
Stock Valuation Report
Sage X3 PeopleCompliance
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without
notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2017 Sage Software, Inc. All rights reserved
Product Roadmap – 2018 January
BenefitCustomers benefitting from latest
features.
OutcomeCompleted testing of SDMA 7.5 for on-
premises.
SDMA Version 7.5 for On-PremisesV2017.r7
PlatformOpenID Authentication
Integrations
Salesforce Connector for Portugal
SDMA Version 7.5 On-Premises
Certify
Financial
Compliance
Fixed assets & Expense Capitalization
Manufacturing
Recalculation FDMA – Prod. Scheduler
Task Dependency - PJM
Distribution
Non-billable deliverables - PJM
Stock Valuation Report
Sage X3 PeopleCompliance
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without
notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2017 Sage Software, Inc. All rights reserved
Product Roadmap – 2018 January
BenefitWith Certify Employees and Accountants
benefit from time saving, a simplified and
fast travel booking and reduced costs.
OutcomeCustomer can use Certify in Sage X3
Public Cloud to automate their expenses.
Certify IntegrationV2017.r7
PlatformOpenID Authentication
Integrations
Salesforce Connector for Portugal
SDMA Version 7.5 On-Premises
Certify
Financial
Compliance
Fixed assets & Expense Capitalization
Manufacturing
Recalculation FDMA – Prod. Scheduler
Task Dependency - PJM
Distribution
Non-billable deliverables - PJM
Stock Valuation Report
Sage X3 PeopleCompliance
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without
notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2017 Sage Software, Inc. All rights reserved
Product Roadmap – 2018 January
BenefitMaintain global Sage X3 legislations to address all major legislative requirements and ensure compliance.
OutcomeUK: Payment Practices compliance reporting - New reporting to communicate to AuthoritiesCH: VAT changes / 2018DE: New German VAT forms / 2018PL: Cash register add-on in the CoreSA: W&T depreciation modeFR: FA - Macron Law n° 2016-191 - Article 99
Local Compliance ImprovementsV2017.r7
PlatformOpenID Authentication
Integrations
Salesforce Connector for Portugal
SDMA Version 7.5 On-Premises
Certify
Financial
Compliance
Fixed assets & Expense Capitalization
Manufacturing
Recalculation FDMA – Prod. Scheduler
Task Dependency - PJM
Distribution
Non-billable deliverables - PJM
Stock Valuation Report
Sage X3 PeopleCompliance
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without
notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2017 Sage Software, Inc. All rights reserved
Product Roadmap – 2018 January
BenefitImproves the performance of the financial processes.
Outcome• Ability to trigger automatic journal entries
when transferring assets from/to sites.• Performance on expense capitalization
from asset.
Fixed Assets & Expense CapitalizationV2017.r7
PlatformOpenID Authentication
Integrations
Salesforce Connector for Portugal
SDMA Version 7.5 On-Premises
Certify
Financial
Compliance
Fixed assets & Expense Capitalization
Manufacturing
Recalculation FDMA – Prod. Scheduler
Task Dependency - PJM
Distribution
Non-billable deliverables - PJM
Stock Valuation Report
Sage X3 PeopleCompliance
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without
notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2017 Sage Software, Inc. All rights reserved
Product Roadmap – 2018 January
BenefitAbility to process the optimization based on updated information of the material availability.
OutcomePossibility to refresh frequently and regularly the FDMA calculation also for Work Orders already transferred to Production Scheduler, so the updated information of the material availability can be taken into account by Production Scheduler in the next optimization.
FDMA Recalculation for Production Scheduler – on-premises from V11.0.6 only
V2017.r7
PlatformOpenID Authentication
Integrations
Salesforce Connector for Portugal
SDMA Version 7.5 On-Premises
Certify
Financial
Compliance
Fixed assets & Expense Capitalization
Manufacturing
FDMA Recalculation – Prod. Scheduler
Task Dependency - PJM
Distribution
Non-billable deliverables - PJM
Stock Valuation Report
Sage X3 PeopleCompliance
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without
notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2017 Sage Software, Inc. All rights reserved
Product Roadmap – 2018 January
BenefitFacilitate and prepare the Planning Project tool.
Outcome• Linking tasks allows the creation of date
constraints in the task planning and the definition of a task network.
• Linking operations allows the creation of date constraints in the planning of a task and the definition of an operation network
Task dependency for PJMV2017.r7
PlatformOpenID Authentication
Integrations
Salesforce Connector for Portugal
SDMA Version 7.5 On-Premises
Certify
Financial
Compliance
Fixed assets & Expense Capitalization
Manufacturing
FDMA Recalculation – Prod. Scheduler
Task Dependency - PJM
Distribution
Non-billable deliverables - PJM
Stock Valuation Report
Sage X3 PeopleCompliance
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without
notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2017 Sage Software, Inc. All rights reserved
Product Roadmap – 2018 January
BenefitIncrease Project Module efficiency and accurancy.
Outcome• Management of non-billable deliveries for project
management and for others kind of transfers.
• Management of non-billable returns from direct
deliveries without sales orders.
Non-billable deliverables for PJMV2017.r7
PlatformOpenID Authentication
Integrations
Salesforce Connector for Portugal
SDMA Version 7.5 On-Premises
Certify
Financial
Compliance
Fixed assets & Expense Capitalization
Manufacturing
FDMA Recalculation – Prod. Scheduler
Task Dependency - PJM
Distribution
Non-billable deliverables - PJM
Stock Valuation Report
Sage X3 PeopleCompliance
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without
notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2017 Sage Software, Inc. All rights reserved
Product Roadmap – 2018 January
BenefitIncrease efficiency and performance.
OutcomePerformance is improved, when using the
Accounting date option on the Stock valuation
report.
Stock Valuation Report PerformanceV2017.r7
PlatformOpenID Authentication
Integrations
Salesforce Connector for Portugal
SDMA Version 7.5 On-Premises
Certify
Financial
Compliance
Fixed assets & Expense Capitalization
Manufacturing
FDMA Recalculation – Prod. Scheduler
Task Dependency - PJM
Distribution
Non-billable deliverables - PJM
Stock Valuation Report Performance
Sage X3 PeopleCompliance
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without
notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2017 Sage Software, Inc. All rights reserved
Product Roadmap – 2018 January
BenefitMaintain global Sage X3 People countries to address all major legislative requirements and ensure compliance.
OutcomeAfrica & Middle East: • Generation of tax records for other African countries• Ghana Annual Reports and SSNIT ReportsEurope:• France DSN and N4DS support for employee reporting
and salary information
Local Compliance ImprovementsV2017.r7
PlatformOpenID Authentication
Integrations
Salesforce Connector for Portugal
SDMA Version 7.5 On-Premises
Certify
Financial
Compliance
Fixed assets & Expense Capitalization
Manufacturing
FDMA Recalculation – Prod. Scheduler
Task Dependency - PJM
Distribution
Non-billable deliverables - PJM
Stock Valuation Report Performance
Sage X3 PeopleCompliance
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without
notice. None of the information should be interpreted as a commitment on the part of Sage.
Future outlook
• Retail Vertical
• Construction
Vertical
• Automotive Vertical
• Partner Market
Place
Packaged Vertical
Solutions
• Industry 4.0
• Machine Learning
• Self-service
• Bot Technology
• Collaboration Tooling
User Experience
• New Integrations
• Partner Legislations
• New Fiscal Engine
• Customizations
• Isolation Layering
Public Cloud &
Platform Technology
• Depth of
functionality
• Close feature gaps
• Reimagined
reporting options
Business Process
Improvements
Evolution
Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are subject to change at any time without
notice. None of the information should be interpreted as a commitment on the part of Sage.
© 2017, The Sage Group plc or its licensors. Sage, Sage logos, Sage product and service names mentioned herein are the trademarks of The Sage Group plc or its
licensors. All other trademarks are the property of their respective owners.
Thank you
Sage Product Management