Sage X3 (formerly Sage ERP X3) is an advanced, enterprise-level solution to manage business operations. The browser-based, cloud-ready tool helps manage finance, accounting, stock purchasing, inventory, supply chain, and manufacturing needs.
Offered in a modular fashion, user subscriptions provide access to only the collection of capabilities required. Data is safeguarded when installed as an on-premises service or private or hybrid cloud facility.
For enterprises seeking a comprehensive solution to finance, sales, supply chain, inventory, and other requirements, Sage X3 streamlines operations, unearths new efficiencies and boosts business effectiveness.
Understanding Sage X3
Sage X3 delivers end-to-end financial data and reporting management, production and inventory control, sales optimisation, and more.
Standardised and customised landing pages allow users to access role-based dashboard views displaying key performance indicators (KPIs). Views are customisable based on the user access level. Therefore, a salesperson can view their sales statistics for a customer account, but the sales manager can see an overview of all sales by the salesperson.
Managers stay current with the latest information through advanced financial management, integrated production and supply chain management, and real-time data analytics.
Deployment is flexible. Installation is either on-premises, cloud, or hybrid cloud. Sage X3 can be accessed through a standard web browser via a PC, tablet, or mobile device.
Below is our guide to the many benefits of Sage X3 cloud solutions:
1. Increased Operational Efficiency
Streamlined efficiency is the order of the day with Sage X3. A single, integrated relational database stores business information from critical business data to product procurement and operational logistics.
By linking information across many departments and functions, business processes are simplified, and bottlenecks are removed. Co-departmental collaboration is facilitated through the open sharing of related information. This avoids the establishment of silos and private fiefdoms, which block information flow and effective business communications.
Sage X3 directly integrates visual workflows. These include pre-configured workflows for different industries and functions. They are adjustable to compare relative performance to established KPIs and other metrics. Furthermore, efficiencies are given a boost through the integration of third-party systems. These allow for the automation of time-consuming tasks and improve custom report functionality.
2. Real-Time Data Visibility
Gain valuable insights through data visibility. It is seamless and efficient when using X3. A centralised database is used instead of departments using different software, which leads to interoperability and data compatibility issues.
Whether deployed on-premises or a cloud-deployed solution, company data is stored centrally, which reduces data access issues. Sales teams view real-time information on monthly performance vs established targets to deliver visibility and insights.
Similarly, cross-departmental cooperation between supply chain management, warehousing, and other teams becomes more consistent.
3. Scalability and Flexibility
The full potential of using Sage X3 is often observed through its scalability and flexibility.
The Sage X3 cloud ERP solution allows for an expanding user base. Transactions can be made across multiple currencies, countries, and companies. Complex business operations are effortlessly supported to grow your business faster.
Deploying the solution is not overly complicated. However, some pre-thought is beneficial for choosing the right approach. For example, deployment is possible using existing IT architecture on-premises, as a hybrid deployment, or in a secure private cloud environment.
Customisation provides flexible, tailored options to include some X3 modules while excluding others. Different workflows for departmental overview and copious customisation features support unique requirements. Along with this, multiple companies at different locations are supported, too.
4. Enhanced Financial Management
Your critical business data is safe and well-managed. As an enterprise resource planning tool, Sage X3 adapts to changing business needs. This makes it possible to manage your bottom line.
Whether operating locally or globally, this advanced solution supports company ledgers and numerous currencies and ensures compliance with relevant legislation.
Budgeting, reporting, and tax management services are built to deliver visibility and insights and remain compliant with local regulations. Integration with other software provides customer relationship management (CRM), payroll, and HR support.
5. Improved Supply Chain and Inventory Management
Unlock the full potential of your advanced supply chain with Sage X3. Whether looking at stock procurement, in-house production, advanced quality control, or acquisition and subsequent distribution, this multi-faceted enterprise resource planning (ERP) tool adroitly handles it.
Advanced inventory management features allow accurate stock checks and monitoring. Inventory in real-time prevents the potential for accidental overstocking and subsequent discounting needed to clear shelves.
Planning and useful forecasting models set the stage for better purchasing and inventory management in the warehouse. This allows companies to bring new goods to market quickly and efficiently, ensuring supply chain and distribution logistics remain tightly controlled.
6. Compliance and Risk Management
Adherence to regulations – whether local or global – is managed within the software. The capabilities of Sage X3 include processes to account for tax and other financially related laws, ensuring proper compliance.
Compliance, including auditing and documentation, confirms adherence after the fact. This lessens and eliminates the risks associated with audits and pesky compliance requirements.
Built-in security protocols and user roles restrict access to confidential and sensitive information.
7. Cost Reduction and ROI
Automation is fully embraced with Sage X3. Wherever prudent, formerly manual tasks are automated to reduce the associated labour. This reduces existing processes’ complexity, freeing employees to focus on other tasks.
Overhead is reduced through the above efficiencies – leaving staff to work on more critical tasks.
A tighter grip on stock orders, inventory control, and distribution improves supply chain management. Overstocking is avoided, and instances of understocking are reduced. Also, X3 workflow integrations and better cross-departmental cooperation reduce communication delays and boost ROI.
8. Customisation and Integration Capabilities
Beyond the expansive capabilities already included, Sage X3 with integrations permits connecting to a wide range of other business platforms, software, and IT solutions. Integration with third-party applications is widely supported, whether using a business intelligence tool, a CRM, or an e-commerce package.
Date exchange within X3 includes using third-party application programming interfaces (APIs) to connect and extract relevant real-time data. This allows additional data to be added to dashboards, workflow planning, and custom reporting.
9. Global Business Management
Multi-nationals are fully supported when using Sage X3. The solution supports multiple languages and transactions in many currencies and adheres to relevant global legislation.
Compliance with regional financial reporting requirements, local tax regulations, and other relevant business regulations is accounted for.
Multiple warehouses in different countries and jurisdictions are supported. With complex global operations, consistency becomes paramount. All branches, offices, and warehouses access the same X3 centralised data store regardless of location.
10. Enhanced User Experience
Sage X3 is currently in its 12th version. Its user interface is highly intuitive, allowing for accelerated user adoption.
Dashboards reflect user roles. They permit users only to see what is relevant to them. As a result, new staff members get up to speed sooner.
Tablet and mobile access are supported, too. The interface adjusts based on the device used. Further interface customisation is also possible.
User permission controls secure sensitive areas. These prevent access to users with insufficient clearance.
Conclusion
Sage X3 is a complete ERP solution for businesses requiring affordable financial management, supply chain, and manufacturing capabilities.
Streamlined business operations are realised through a consistent interface, data interoperability between departments, and a centralised approach to data management. The built-in global compliance feature also minimises the time needed to manage international business requirements.
Talk with one of our Sage X3 experts at Microbyte. They can tailor business management solutions specifically for your needs.
