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 [email protected] [email protected]
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