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Posts Tagged ‘business intelligence

Sage Intelligence 7.4

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Introduction

With our upcoming Sage 300 ERP 2014 version we will be integrated with Sage Intelligence Reporting 7.4. Within our product this will also be labeled as version 2014. This is a fairly major upgrade to the Sage Intelligence package and definitely worth a look. There have been a great many feature, usability and performance enhancements throughout the product.

This product is integrated to many sister Sage ERP packages and this is where Sage is investing in improving Excel based reporting. For ERP a big usage of this is for Financial Reporting, but don’t forget this is a useful tools for many other applications like Sales Analysis.

Financial Reporting

Many of our Sage sister products used Microsoft FRX as their financial reporter. This product has now been discontinued by Microsoft. To provide a replacement we spent quite a bit of time adding features contained in FRX into Sage Intelligence. Sage 300 never used FRX, but we now benefit from all this work with better Financial Reporting from Sage Intelligence.

For Sage 300 ERP installed on-premise, it still includes the Financial Reporter bundled with General Ledger. This F/R is still there and supported. We just added support for Excel 2013 which was a major job due to the changes in Excel from a multiple document interface (MDI) to a single document interface (SDI) along with Excel now having data execution protection (DEP) turned on. We understand that people have invested a lot in developing many powerful reports with this technology and are quite happy with how it works.

For the Sage 300 Online product we have removed this Financial Reporter and are only hosting Sage Intelligence for Financial Reporting. With this cloud offering we are looking to the future. With version 1.0 of this product we are running the regular desktop version of Excel to work with Sage Intelligence. But this isn’t really what we wanted. As a cloud offering we wanted to integrate to the cloud version of Excel, namely the browser based Excel 365 version. However the API for this product isn’t sufficient yet to do sophisticated Financial Reporting. Once Excel 365 develops sufficient power, we will be integrating Sage Intelligence to this and allow cloud based use of Office 365. By using Sage Intelligence it means that when we switch from the local installation of Excel to using the cloud version, all your report will continue to work and won’t need to be re-written. For the Sage 300 built-in Financial Reporter it will only continue to work with the local installed version of Excel. As a result of this besides adding features needed for FRX users, we have also added functionality to Sage Intelligence to make it more comparable to the built in Financial Reporter.

Performance

We now load all the data into memory at the beginning and then do all reporting from this in-memory database. This way as you change reporting options and interact with the report, you get far better performance than before. No more re-reading things from the database as you go along.

Excel Support

Sage Intelligence 7.4 now supports running Excel 2013 both 32 and 64 bits. For Sage 300 ERP the built-in F/R supports Excel 2013 but only running in 32 bit. If you absolutely need 64 Bits then give this solution a look. However MS does install 32 bits by default now for Excel 2013 due to all the compatibility problems with the 64 bit version (it isn’t only us). Similarly Sage Intelligence also no uses .Net framework 4 which is better supported and avoids installing old versions of the .Net runtime.

Screenshots

Let’s look at a few of the new things in the product. First we’ve modernize the toolbar in the Report Manager to the Office ribbon style. We’ve also fixed up the wording and hints to make this a bit easier to use.

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As part of providing an out of the box Financial Reporting solution for Sage 300 ERP, we’ve added a number of sample reports that match the Financial Reports bundled with our built in F/R. Below is he home page for the Financial Ratio report:

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And then the actual report. Note that there are a few more ratios here than in the built-in report along with graphs and such.

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For the Balance Statement and Income Statement reports each three are incorporated into one Sage Intelligence report, each on a separate tab. One of the income statements is shown below.

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The new Report Designer boasts a fresh new User Interface to supplement a powerful generation engine utilizing the Report Designer In-Memory technology allowing for improved performance and usability. This tool makes it very easy to create new powerful Financial Reports without having to edit every Excel cell by hand. Automated layout generation for a single company:

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Plus screens to specify your account ranges and labels:

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Summary

Sage 300 ERP 2014 will be bundled with Sage Intelligence 2014 which is version Sage Alchemex Intelligence 7.4. This is a fairly major release which greatly increases the power of Sage Intelligence as a Financial Reporter. It adds many features to be comparable to both FRX and to the built-in F/R from General Ledger. This version supports Excel 2013, including the 64 bit version and this is the product that we will be adding cloud based Excel 365 support to.

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Sage 300 Online

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Introduction

At our Sage Summit conference we officially rolled out our new Sage 300 Online service. Sage 300 ERP has had an online hosted version for over ten years. The new Sage 300 Online service is meant to radically modernize our cloud version. It is now hosted in Microsoft Azure, sign on is via SageID, and the virtualization software is vastly improved.

We support all the standard Sage 300 ERP Modules, along with integrations to other Sage applications like Sage Exchange and host a number of third party ISV products. Financial Reporting and Business Intelligence is provided via Sage Intelligence (Sage Alchemex).

Using the cloud version of Sage 300 means that you don’t need to maintain your own servers or other hardware, you don’t need to be responsible for backing up your data and you aren’t responsible for data center support. Further you aren’t responsible for maintaining and upgrading the software. We install all necessary hotfixes and product updates. We even perform major version upgrades for you, which can be a major cost saving.

Modern businesses tend to be distributed over many geographic locations with many employees working from home or working while on road trips. Using a cloud based ERP allows all these people to access the central cloud based ERP from any place with Internet access. This is much easier than maintaining expensive and slow VPN type networks.

First we’ll run through how the service looks and then talk about some of the various aspects of it.

Usage

To access and run Sage 300 Online, you go to an URL in your browser that redirects you to SageID.

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You now enter your SageID credentials and are signed into the system. This leads to the following page which gives a list of programs that you are allowed to run.

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Clicking on “Sage 300 Online” will then launch the Sage 300 Online desktop. Below is a screenshot of the Desktop run from the landing web page and then running the Order Entry UI.

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Notice that it now looks exactly like you are running Sage 300 locally. You no longer run a terminal server client which presents a new Windows desktop inside your existing Windows desktop.

SageID

When you first sign up for the service, you provide an e-mail address which will become your SageID. This first user is the administrator for your company and can invite other users from a SageID administrative website to use the system. SageID will then be your login for our site.

Your SageID will be your login for all Sage Cloud services and is also connected to the back end billing systems, so we can provide one bill for all your services attached to your SageID. This includes the Sage Mobile applications unveiled at Sage Summit. This will make reporting and billing very simple for cloud users.

Microsoft Azure

Our Sage 300 Online service is hosted in Microsoft Azure. These are Microsoft’s cloud data centers with locations all over the world. We use Azure due to its reliability and redundancy. If something were to happen to one data center we could operate out of another. Also the Microsoft network that connects these data centers to the Internet is extremely fast and have very low latency leading to great performance.

Microsoft Azure supports both PaaS and IaaS infrastructures. We use PaaS infrastructure for the initial web pages and for the databases. We use IaaS infrastructure to run Sage 300 ERP in a virtualized environment.

Microsoft Azure allows us to offer our cloud solutions to all our customers no matter where in the world they are located from data centers that are in their region or close to their region. Currently Microsoft has Azure Data Centers in the US, Ireland, Hong Kong, Singapore and Amsterdam with locations opening soon in Sydney and Melbourne.

Microsoft Virtualization Framework

Within the Azure environment we run a standard Microsoft virtualization environment that Microsoft has created for any datacenter. This is run on a number of Windows Server 2012’s. The virtualization environment is accessed via RDP8 which supports our SageID integration, supports virtualizing just the applications (rather than a Windows Desktop login), supports expected functionality like copy/paste, supports printing to local printers and supports transferring files to and from the cloud environment.

Microsoft Azure SQL

We run the Sage 300 company and system databases on Azure SQL servers which are a PaaS implementation of SQL Server. This database provides reliability performing every write to three separate places. Further as Microsoft develops out their cloud roadmap, many new features and services are planned for Azure SQL to improve the general robustness of cloud solutions.

ISVs

With our initial offering, we don’t support all Sage 300 third party solutions, but we do provide a set of some of the most popular. Generally the third party solution has to be able to run in the cloud which usually means it must be written with the Sage 300 SDK (the exception to make the rule is PrintBoss).

The third party products we support are: Orchid EFT and RMA, Pacific Technologies Purchasing Workflow and Funds Availability Wellspring PrintBoss, Aatrix Payroll Reports and Avalara Sales Tax.

Customization

Since all companies using this cloud solution are running the same Sage 300 programs, you cannot customize the system by installing any EXEs or DLLs, since then these would be used by all companies subscribing to the system. Similarly security is a much bigger concern in the cloud and we have to carefully regulate what can get into the system.

Also since this is a multi-tenant environment we can’t allow any arbitrary third party solution to be installed. For any ISV that wants to participate in this offering, we need to verify that their solution will run in our Azure setup correctly and not cause any problems for other tenants.

Summary

We’ve started letting people use our Sage 300 Online offering with a Sage Summit Preview program. Then in a couple of months we’ll be making it officially generally available. The Microsoft Azure cloud gives us much more scalability and global reach than we previously had. Integrating with SageID and using newer virtualization technology greatly improves the usability and convenience of our product. We are very excited about this project and are looking forward to adding to it as we develop it forward.