Stephen Smith's Blog

All things Sage 300…

Our Sage R&D Leadership Conference at Newport Beach

with 6 comments


This past week I had the privilege of attending a Sage Leadership conference that was put on for about 40 of the key Sage North American R&D Leaders. It was held over two days at the Newport Beach Hyatt Hotel. Newport Beach is a beautiful spot with Balboa Island and Back Bay in easy walking distance along with a number of good restaurants. The intent of the conference was to give people a chance to get away from the daily grind of problem solving and routine management to really concentrate on leadership. This is very important at Sage right now as the company is going through a large number of changes to adapt to the fast changing technology/societal landscape that we are now living in.

We had an artist drawing visually what we were doing, so in this blog posting I’ve added a few of her drawings on the relevant topics. They are really quite good and much better than getting an e-mail of PowerPoint presentations.

Sage Vision

The conference got off to a rocky start when the group was asked to stand if you could recite the Sage Vision statement and only a couple of people on the executive committee stood. This then led into a discussion about the Sage brand and the Sage Vision.

Just to be clear, the Sage brand isn’t just the Sage logo and the Sage Vision isn’t just some feel good marketing text that we put under the logo on our brochures. These aren’t about marketing at all, they are about defining the company that we want to become. The Sage Vision statement is:

To be recognized as the most valuable supporter of small and medium sized companies by creating greater freedom for them to succeed.

We then spent time breaking apart and analyzing this statement and then ensuring that what we are working on today aligns with this vision. Some of the key parts of this statement are that we will be recognized, that we do provide value in everything we do, it defines our market segment and defines our goal. We want to give our customers freedom from dealing with accounting matters so that they can concentrate on their real business whatever that may be.



After fully drinking the vision cool-aide, we then went about discussing and talking about leadership. A lot of this revolved around being a confident leader. In our ability to inspire our co-workers and to get all the cats moving in the same direction.

We discussed leadership attributes that we at Sage do well, but more importantly we spent more time discussing the leadership attributes that we are lacking and how to develop these.

The diagram then gives a good representation of what was discussed:


Customer Connectedness

Rather than doing a Clint Eastwood and having the customer represented by an empty chair, we actually invited a couple of customers to kick off the second day. We started with a question and answer session to learn about their businesses, to learn about the problems that they are having, about what is working well. Not just for their ERP system but for their whole business in all its aspects.


We were asked to take notes and then when the Q&A was over, the second part was to have our own Shark Tank show. Each table became a team (about five people each) and had 45 minutes to come up with a product idea to pitch to the sharks which in this case were our two visiting customers. They then judged the ideas and awarded a bottle of monopoly money to the team that they wanted to invest in.

This exercise was a lot of fun and was a good exercise of the creative juices. The winning ideas are then going to be fed into our innovation process to see if other customers also think they are good ideas.

It was interesting to watch, since this was entirely developers, that they fell into the same traps that we usually blame Product Management for, namely answering “yes it can” to every question and under pressure on pricing to keep lowing it until it’s a free service.


A primary goal of the conference was to foster more innovation in everything we do. One fun exercise was to have all the tables go off into their own groups and put together a play or skit on a day in the life of someone using technology ten years into the future. I blogged on my vision of ERP in 2020 a couple of years ago here. Certainly my vision of ten years into the future was way more conservative than anything envisioned here. Center stage went to voice interaction and general direct input into the brain. In a way projected where technologies like Siri and Google Now along with Google Glasses will be in ten years.

The key theme is that no one will be keying in ERP transactions anymore. You will just do business by chatting and gesturing, sign contracts by shaking hands and all the debits and credits will happen magically (via technology) in the background.


The conference was a great deal of fun and highly successful. It was good to meet a number of people I’ve only dealt with via e-mail in person finally, as well as a number of people I didn’t know at all. It was good to ensure we are all aligned and working to the same vision and that we are all innovating together toward a common goal of really providing that freedom for our customers to succeed. But more importantly there are a number of things for me to start doing immediately on returning to the office.


Written by smist08

March 2, 2013 at 3:35 am

6 Responses

Subscribe to comments with RSS.

  1. Pascal and Himanshu look like brothers.

    Wayne Schulz

    March 2, 2013 at 1:52 pm

  2. “Creating greater freedom for them to succeed.” – Yes, I Iike this theme for SMBs.

    The internal messaging to Exact’s R&D leaders was SMBs are entrepreneurs requiring “freedom and control”. I think it also scales to larger companies, for example smaller subsidiary companies of Cisco or Medtronic who are nimble and choose SMB software to stay that way.

    boulton clive

    March 2, 2013 at 7:34 pm

  3. […] Introduction This past week I had the privilege of attending a Sage Leadership conference that was put on for about 40 of the key Sage North American R&D Leaders. It was held over two days at t…  […]

  4. Missed you at TPAC this year Stephen.


    March 7, 2013 at 12:08 am

  5. It is good experience and direction for all parties.


    March 7, 2013 at 2:09 am

  6. […] last week’s blog post, one of the topics covered was an exercise in predicting what things will be like in ten years. We […]

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: