As a Sage PFW customer, you most likely have been bombarded with info on your transition options. With Sage’s rapidly approaching deadline for a full credit trade-in, you may be feeling the pressure. Don’t panic – it is a retirement, not a funeral! As one of the largest Sage PFW partners, Vertical Solutions has understood PFW systems. We are offering options. You can transition today. Or, you can stay supported on Sage past its retirement date, and make plans to transition later. This session covered: why it is important to have a plan for Sage PFW end of life, what to expect, what to consider and your options - including hosted Sage PFW and transition to Microsoft Dynamics GP.

1. Retirement Planning Session
September 12, 2013

2. •
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•
•
•
Agenda

3. Simply Put
Sage will end all
support and updates
after March 30, 2014
Sage has announced
that they plan to reduce
the number of
supported ERP products
from 12 to 3. The end
of life process is starting
with Sage Pro and PFW
Why Retirement Planning Matters

4. What to Expect
• Tax Updates, payroll Updates and 1099
Updates for 2013 only
• Sage will not release any 2014 updates
• Sage PFW will not be certified or supported
for any new platform
System functionality always available -
platform technology will continue to age

5. What to Expect
September
Final PU3
Program Fixes
Only
V5.9.3
December
1099 Updates
for 2013
March 31, 2014
End of all
product
updates for
Sage PFW
Remaining Product Updates
February
Final PU2
Program Fixes
Only
V5.9.2

6. Things to Consider: Transition
What are your data migration
needs?
Will new system replicate current
financial report functionality?
Do you have requirements for
integrations with other tools &
technologies?

7. Things to Consider: Deployment
Can your environment and staff
maintain an unsupported
application?
Is a hardware investment
required?
Have you budgeted for surprise
issues?
Considered benefits of moving to
the cloud?

8. Cloud computing is a
style of computing
in which dynamically
scalable and often
virtualized resources
are provided as a
service over the
Internet
Simply Put
Obtaining processing,
storage, and
applications– from
someplace outside
your own four walls,
and paying only for
what you use
What is Cloud Computing?

9. Why Move to the Cloud?

10. Types of Clouds: Public Cloud
Services are delivered
to the client via the
Internet from a third
party service provider.
Service providers own
and operate the
infrastructure.
10

11. Types of Clouds: Private Cloud
Operated solely for a
single
organization, whether
managed internally or
by a third-party and
hosted internally or
externally.
11
VCloudVertical Solutions

12. Types of Clouds: Cloud Apps
A software package
that can be accessed
through a web
browser, residing on a
central server rather
than installed on a
desktop
12

13. Cloud ERP: What to Expect
No additional
platform licenses
needed
No software
maintenance
Included
unlimited
support
Included
upgrades &
payroll services
Predictable
monthly fees
Included backup
& disaster
recovery
Redundant
security
No hardware
purchase
Included data
storage
24x7
performance
monitoring
Remote help
desk support
Fast network
recovery time

14. What are your Options?
Stay on your
SagePFW
w Care Plan
Move to
Hosted
SagePFW
Move to
Microsoft
Dynamics GP
Move to
Hosted
Dynamics GP

15. Stay on SagePFW
• Best effort plan
• Unlimited application support for SagePFW
solution
• Limited time - available for one year from
the official end of life date
On Premise SagePFW with a vCare Plan

16. Hosted Sage PFW
Hosted SagePFW with a Support Plan
• Predictable investment, minimal upfront costs
• Unlimited application support
• Proactive management of your IT
• Data backup and disaster recovery
• 24x7x365 monitoring & management
• Guaranteed system availability

17. Microsoft Dynamics GP
On Premise Dynamics GP
• Easy to learn, it works like and with the
Microsoft Office systems you already use
• Connects the full range of functionality
across your organization
• Utilizes your current data recovery and
backup processes
• Substantial investment by Microsoft
guarantees an enhanced and supported
system

18. Hosted Microsoft Dynamics GP
vCloud Dynamics GP
• Predictable investment with minimal upfront costs
• Limited disruption during transition to new system
• Unlimited application support
• Proactive management of patches and updates
• Data backup and disaster recovery
• 24x7x365 monitoring and management
• Guaranteed system availability
• Microsoft Office Standard included
• Microsoft guarantees an enhanced and supported system

19. Dynamics GP Functionality
Financial Management
Business Intelligence
Human Resources
Reporting
Supply Chain
Payroll
Formulation
Office Integration
Laboratory
Lot Traceability
Costing
Workspace Collaboration
Compliance
Quality Control
Productions Planning

20. Dynamics GP Business Intelligence

21. Things to Consider: Partner
Is the partner’s business stable?
Do they have business & industry experience?
Will they provide references?
Have they achieved certifications?
Do they consider the features you need?
Is the team technologically proficient?
Do they have a history of effective deployments?

22. Things to Consider: Partner
Effective Deployment
After the
successful launch
of your new
system, we
continue to
provide on-going
support . This is
delivered through
our help-desk,
updates, free
webinars and user
group sessions.
Ongoing Support
The final
production
system is now
completed, with
legacy data
migrated to the
new system. All of
the resources of
the team are on-
site and ready to
make the final
transition to the
new system.
Implement and
Go-Live
Building on the
pilot system and
utilizing data
migrated from
SagePFW, Step 3
begins the
process of
teaching new
system users the
best practices
and procedure.
Train, Test and
Accept
Using the review,
Vertical Solutions
proceeds to
construct a pilot
system, which will
be used to
validate the
business
processes and
system
functionality
specified in the
project plan.
Design, Develop
and Build
The first step
begins by
conducting a
thorough review
of the business
requirements and
processes, to
determine those
aspects of the
business that may
need
improvement and
refinement.
Analyze, Plan and
Understand

23. Takeaways
• Evaluate the option that makes
most sense for your business
and budget
• Schedule your planning session

24. QUESTIONS?

25. Contact Information
Bob Ellson
bellson@verticalsol.com
412.779.2430