Sage X3 for Food Processors

Walter Goodfield, VP of Sales

Chet Childers, Solution Architect

Aug 23, 2017

Focused. On you.

2

Chet ChildersRKL eSolutions, Presales Architect

Walter GoodfiedVP, RKL eSolutions

About the Presenters

Key Facts About RKL eSolutions, LLC

Competency

• Small and Medium-Sized Distributors and Manufacturers

• Focus on IT infrastructure, ERP Software & Custom Development projects

• Certified Sage Reseller and Sage Endorsed Solution Partner

Customers

• Support more than 690 Sage ERP customers

• Clients in 40 states with offices in Lancaster, Boston, Sacramento, San Francisco, Tampa, Phoenix, Cleveland, St. Louis, Syracuse

• Among Highest Customer Satisfaction scores of Sage NA Partners

Company

• In Business since 2002

• National presence with

consultants across the US

• Subsidiary of RKL, a large

regional CPA

• 81 employees of RKL

eSolutions and growing

Key Facts About Sage

Market

• Global company with 13,380 employees

• Over 6 million customers worldwide

• One of the market leaders in the U.K., North America, Europe, South Africa, Asia, and Brazil

Customers• Provide advice to

customers through 1.9M support contracts

•Manage around 38,000 customer calls each day

•Work with 26,500 reseller partners and 40,000* accountants worldwide

Finances

• Revenue of $2.3B USD for FY2016

• Market Cap of approximately $6B

• Publicly held and traded on the FTSE 100

• More than 40 acquisitions since 1991

Our F&B Clients

for Food & Beverage Manufacturing

Regulatory compliance FDA, USDA, HAACP, FSMA

Quality assurance

Forward & backward traceability for ingredients and end-items / recall protection

Batch/continuous flow processing

Powerful formula & recipe management engine

Allergen designation

Multiple packaging units per product

Shelf-life management

Product & process costing

Labeling and nutritional value

Strong order fulfillment

Sage X3 Meets Food & Beverage Best Practices

QUALITY

MANAGEMENT

FORMULA

AND RECIPE

MANAGEMENT

PLANNING

AND SCHEDULING

REGULATORY

COMPLIANCE AND

REPORTING

INVENTORY

MANAGEMENT

SINGLE AND

MULTI-SITE

MANAGEMENT

BATCH

PRODUCTION

Food & Beverage Highlights

LOT TRACKING AND

TRACEABILITY

Single and Multi-Site Management

Group

Legal Company

FinancialSite

FinancialSite

Legal Company

FinancialSite

FinancialSite

Business Unit

BusinessUnit

BusinessUnit

BusinessUnit

BusinessUnit

BusinessUnit

• Common frame of reference

and management rules

• Global compliance

Multi-company, multi-site, and multi-legislation structure

• Flexible reporting

• Cross-functional views

• Scalable operations

Common Data

Formula and Recipe ManagementAchieve greater product and process consistency

• Supports single and multi-level Bill of Material (BOM) to manage recipes and routings during production.

• Yield calculation and tracking(+/-) throughout production.

• Multiple units of measure conversion capabilities.

• Manages by-products of the production process, maintaining raw material potency and other key product attributes.

• Manage and rollup allergen designations at ingredient, intermediate and finished product levels.

Planning and SchedulingForecast, plan and deliver

• Analyze POs and scheduled and in-progress batches to assess demand against available inventory.

• Support for both finite and infinite capacity requirements planning.

• Forward and backward scheduling with drag-and-drop for manual viewing, simulation, and update of outstanding work orders and routing operations.

• Available integrations with Advanced Planning and Scheduling (APS) and Manufacturing Execution System (MES).

Batch Production

Continuous command of your production process

• Schedule production runs on user defined criteria: by hourly, shift or any other period of time that fits the production cycle.

• Update work orders during production, required changes are reported as they occur.

• Standard ingredient quantities are back-flushed or recorded as complete.

• Plan production and rescale up or down to reflect resource constraints or availability of ingredients.

Inventory Management

Seamless and secure processing of warehouse business transactions

• Extensive warehouse management capabilities with RF support and barcode printing.

• Supports directed operations such as directed put-away and pick planning and scheduling.

• Shelf life management to ensure that older lots are pushed out first to avoid expiration of inventory

• Lot traceability in real time.

• Searchable stock balances by site with further zooms to warehouse, location and lot levels.

Quality Management

Ensure quality from start to finish

• Conduct inspections throughout packaging and production, then automatically quarantine suspicious or substandard items for further inspection or disposal.

• QC testing and analysis covers raw materials, intermediates, and finished goods.

• All test results are recorded and maintained together with production history.

Improve visibility and reduce the risks of massive recalls

• Forward/backward traceability across the supply chain. This can be done by plant, batch or supplier, lots and sub-lots, for each ingredient and end-item with automated recall capabilities.

• Equipped to manage any recall situation rapidly in minutes – not hours or days.

Lot Tracking and Traceability

Producer

Supplier

Processor

Wholesaler

Subcontractor

Retailer

Production

Inventory

Purchasing

Sales

Shipping

Returns

Customer

Regulatory Compliance and Reporting

Ensure compliance and regulatory mandates

• Manage exceptional events with automated workflow and alerts.

• Forward and reverse traceability with automated recall capabilities.

• Security audit tracking, archives of historical transactions & electronic signature approvals.

• Maintain records with Electronic Document Management (EDM).

• 360° view of business operations with a personal dashboard.

Event

Processing

User notification

or alert

Rules

Implementation Methodology

1. Implementation Preparation

2. Key User Training/System Setup

3. Conference Room Pilot(s)

4. Production Dry Run

5. Cut-Over

6. Optimization

Project Phases

Thank you!

Contact RKL eSolutions for additional information about Sage X3 for Food Processors.

Sales Walter GoodfieldSales@rklesolutions.com WGoodfield@rklesolutions.com