Choosing the best Sage X3 reseller involves looking beyond standard sales pitches to find a partner with genuine technical depth, a proven implementation methodology, and a steadfast commitment to post-go-live support.
A premier Sage X3 reseller acts as a crucial guide, helping you navigate the complexities of re-engineering your core business operations using this powerful ERP system. They don’t just sell you the software.
They possess the expertise to configure Sage X3 to function as the optimized engine for your specific business vehicle, understanding how it interacts with your unique processes and the essential technology ecosystem you rely on daily.
This requires a partner capable of understanding your specific operational challenges, mapping your critical workflows, and aligning with your vision for data architecture, ensuring they can seamlessly integrate data from various sources and devices that keep your business running.
Before engaging potential partners, it’s critical to undertake internal preparation, clearly defining your operational gaps and outlining your essential business processes.
This upfront work empowers you to evaluate resellers based on concrete needs rather than generic capabilities, putting you in the driver’s seat.
A truly capable partner demonstrates deep command of Sage X3’s core functional areas—finance, distribution, manufacturing, and more—tailored to your industry, proving their ability to configure the system to your specific requirements, handle necessary adaptations while preserving upgrade paths, and critically, proficiently integrate Sage X3 with your existing ecosystem of essential tools and hardware.
This includes ensuring seamless data flow from critical operational hardware like devices that capture data from the physical world or manage physical output, all supported by robust underlying infrastructure.
The technical prowess of a reseller is perhaps best assessed by their understanding and handling of the foundational infrastructure that supports Sage X3, whether hosted in the cloud, on-premise, or in a hybrid environment.
This encompasses crucial components like data storage strategies, potentially leveraging solutions for archiving documents or managing backups.
Ensuring robust network connectivity essential for system access and device communication.
And recognizing the importance of power stability for continuous operation.
Their expertise should extend to how data streams from various points within your business, such as inputs from operational devices on the shop floor or documents processed in the office, are reliably captured, transmitted, and integrated into the core ERP workflows.
A successful Sage X3 implementation is a complex project that demands a rigorous methodology from your chosen partner.
It starts with a meticulous discovery phase to blueprint the project scope and design, meticulously translating your business needs into system configurations.
Executing data migration accurately and with minimal disruption is a key technical hurdle that requires a proven process for extraction, cleansing, transformation, and validation.
Crucially, a world-class implementation prioritizes user adoption through comprehensive, tailored training and proactive change management, ensuring your team is proficient and comfortable using the new system.
Strong project management is the discipline that binds these elements together, keeping the initiative on schedule and within scope by managing risks and controlling changes effectively.
Reliable post-go-live support means having accessible experts available when critical issues arise, supported by efficient protocols for troubleshooting and deploying updates.
It also involves proactive system health monitoring to identify potential performance bottlenecks or technical issues before they impact operations.
This comprehensive support model must also consider the reliability of your essential infrastructure and connected hardware, recognizing that factors like stable network connections and sufficient data storage capacity are just as vital to system uptime as the software itself.
Problems originating from infrastructure components or critical peripherals can halt operations, highlighting the need for a partner who understands and helps ensure the stability of the entire Sage X3 environment, including its interaction with specialized hardware that facilitates key business processes.
Here’s a look at some key hardware categories crucial to a comprehensive Sage X3 ecosystem and their role:
Component Type | Primary Role in Sage X3 Ecosystem | Type of Data Handled | Connectivity/Integration with Sage X3 | Importance for Specific Operations | Infrastructure Dependency | Example Link |
---|---|---|---|---|---|---|
Industrial Barcode Scanner | Captures physical data items, locations, transactions for updates | Barcode data product, lot, serial, bin, quantity | Often real-time or batch via network wired/wireless | Warehouse, Manufacturing, Inventory, Shipping | Network Wired/Wireless | Example Industrial Scanner |
Professional Document Scanner | Converts physical documents into digital format for archiving/linking | Paper documents invoices, orders, contracts, forms | Files saved to network/storage, linked via DMS or X3 features | Office AP, AR, HR, Document Control | Network, Storage | Example Professional Scanner |
Network Attached Storage Device | Centralized storage for files, backups, or document archives | Database backups, scanned documents, reports, shared files | Accessed over network by servers/users/systems | IT Operations, Document Archiving, Data Management | Network, Power, Physical Security | Example NAS Device |
Managed Gigabit Switch | High-speed wired network backbone with control features | All data flowing through the wired network | Provides wired connections for servers, workstations, printers, NAS | Entire Network Infrastructure, Data Flow | Power, Cabling | Example Managed Switch |
Business-Grade Wireless Access Point | Provides reliable, secure wireless network connectivity | All data flowing through the wireless network | Provides wireless connections for mobile devices, wireless scanners | Warehouse, Shop Floor, Office, Remote Access | Network Wired Backbone, Power PoE | Example Business AP |
Uninterruptible Power Supply | Provides backup power and conditioning | Sustains power to critical equipment | Indirectly supports uptime. may signal automatic shutdowns | IT Operations, Server Room, Critical Equipment | Power Input/Output | Example UPS |
Thermal Transfer Label Printer | Prints durable labels with variable data | Text, barcodes, graphics for labels shipping, product | Often networked wired/wireless or directly connected to PC/server | Warehouse, Shipping, Manufacturing, Inventory | Network Wired/Wireless, Power | Example Thermal Printer |
By thoroughly vetting a Sage X3 reseller on these technical aspects, their implementation methodology, and their support capabilities—including how they factor in your vital operational hardware and infrastructure—you significantly increase the likelihood of a successful ERP project that delivers tangible value and supports your business growth long-term.
Read more about Best Sage X3 Resellers
Let’s break down what you need to look for in a Sage X3 reseller, cutting through the noise to focus on what actually matters for your business.
Choosing the wrong partner is like picking a questionable guide for a trek through complex terrain – you’re likely to get lost, exhausted, and possibly bankrupt.
A top-tier Sage X3 reseller isn’t just selling you software.
They’re partnering with you to re-engineer core aspects of your operations.
They need to understand your world, not just the software’s features.
Think of it this way: Sage X3 is a powerful engine, but its performance depends entirely on the expertise of the mechanics who install and tune it for your specific vehicle your business. You wouldn’t let just anyone rebuild the engine of your high-performance car, right? The same logic applies here. You need a partner with deep technical chops, proven methodology, and a track record of delivering tangible results, not just promising them. This involves understanding your unique needs, knowing the software inside out, and having a handle on the underlying infrastructure and peripheral devices that make your operation hum, whether that involves integrating data from an Industrial Barcode Scanner or ensuring reliable printing from a Thermal Transfer Label Printer.
Pinpointing Your Non-Negotiables Before Engaging Any Reseller
Alright, before you even start talking to potential Sage X3 partners, you need to do some serious internal homework. This isn’t just busywork.
It’s laying the foundation for a successful project.
Skip this step, and you’re essentially handing a complex, expensive project over to someone else without a clear map or destination.
You wouldn’t embark on a major construction project without detailed architectural plans and a list of must-have features, would you? Is Bondi mode a Scam
Getting crystal clear on your requirements upfront is the single biggest factor in avoiding scope creep, budget overruns, and project delays. It puts you in the driver’s seat during reseller evaluations, allowing you to assess their capabilities against your specific needs rather than just listening to generic sales pitches. This foundational work ensures that when you discuss your operational needs, like integrating data captured by an Industrial Barcode Scanner into inventory, or managing documents scanned by a Professional Document Scanner, the reseller understands the real-world context and can explain how Sage X3 handles it.
Getting crystal clear on your operational gaps.
Let’s be honest, you’re probably looking at Sage X3 because your current systems and processes have some cracks in them.
Maybe inventory accuracy is a nightmare, order fulfillment is too slow, or getting a clear financial picture takes days of wrestling with spreadsheets.
Identifying these specific pain points – your operational gaps – is the crucial first step.
Where are you losing time? Where are you losing money? Where is communication breaking down? These aren’t just annoyances. Is Allurium hair growth serum a Scam
They’re symptoms of underlying process or system failures that Sage X3 needs to solve.
Think about your daily operations.
Are you manually entering data that an Industrial Barcode Scanner could capture automatically? Are critical documents getting lost because your current system doesn’t handle digital archiving effectively, requiring a process that integrates input from a Professional Document Scanner? Are your reporting processes so clunky they require significant manual effort to pull data from disparate sources? Document these specifics. Quantify them if possible.
Knowing that manual order entry takes X hours per week and leads to Y errors gives you a concrete problem for a reseller to address.
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- Identify Bottlenecks: Where do processes slow down or halt? e.g., approval workflows, manual data entry points.
- Pinpoint Data Silos: Where does data reside in isolated systems, making it hard to get a unified view? e.g., CRM separate from accounting, production data separate from inventory. Accessing data from different sources might require a robust network setup potentially involving a Managed Gigabit Switch or accessing a central Network Attached Storage Device.
- Note Areas of High Error Rate: Where are manual processes leading to mistakes? e.g., shipping address errors, incorrect pricing, inaccurate inventory counts often linked to manual tracking without tools like an Industrial Barcode Scanner.
- Evaluate Reporting Challenges: What essential reports are difficult or impossible to generate accurately or in a timely manner? e.g., real-time profitability by product, accurate lead times.
Operational Area | Current Pain Point | Desired State with Sage X3 |
---|---|---|
Inventory Management | Manual tracking, frequent stockouts or overstock | Real-time visibility, optimized stock levels |
Order Processing | Slow manual entry, high error rate | Automated workflows, faster processing, fewer errors |
Financial Reporting | Takes days to close books, difficult to get granular data | Near real-time reporting, drill-down capabilities |
Production Planning | Disconnected from sales/inventory | Integrated scheduling, better resource utilization |
Document Handling | Paper-heavy, slow approval workflows e.g., invoices | Digital workflows, integrated document management using systems potentially tied to a Professional Document Scanner |
By documenting these specific gaps, you empower the reseller to demonstrate exactly how Sage X3, configured for your needs, can bridge them. You’re moving the conversation from theoretical capabilities to concrete solutions for your problems. This clarity is gold.
Mapping your critical business processes.
Beyond just listing gaps, you need to understand your core business processes end-to-end.
How does an order flow from initial quote to final payment? How does raw material become a finished product? How do you manage a service project from proposal to billing? Mapping these processes involves identifying the steps, the people involved, the systems used or not used, and the data that flows between them.
This isn’t about documenting every single tiny task, but focusing on the mission-critical workflows that define your operation.
This exercise often reveals inefficiencies you didn’t even realize existed. Best Synthetic Media Software
It highlights where data is duplicated, where approvals get stuck, and where there are handoffs that could be smoother.
When a reseller understands your processes, they can propose a Sage X3 configuration that aligns perfectly with your optimal flow, rather than forcing your square peg process into a round software hole.
They need to see how that Industrial Barcode Scanner fits into your receiving process, how the output of a Thermal Transfer Label Printer is used in shipping, or how documents from a Professional Document Scanner integrate into your AP workflow.
Consider using a simple framework:
- Identify Key Processes: Order-to-Cash, Procure-to-Pay, Manufacturing Cycle, Service Delivery, etc.
- Break Down Steps: List the major activities within each process.
- Identify Owners/Roles: Who is responsible for each step?
- Note Data Inputs/Outputs: What information is needed, and what is generated at each step?
- Highlight Decisions/Approvals: Where are critical decisions made, and by whom?
- Document Pain Points: Link back to the operational gaps identified earlier.
Let’s take a simplified Procure-to-Pay example: Is Wattfeir a Scam
Step | Description | Owner/Role | Data Inputs | Data Outputs | Potential Pain Point |
---|---|---|---|---|---|
1. Create Requisition | Need to purchase goods/services | Requester | Item/Service Details, Quantity | Requisition Document | Manual process, difficult tracking |
2. Approve Requisition | Review and authorize purchase | Manager/Approver | Requisition Document, Budget | Approved Requisition Status | Slow approval loop, paper-based |
3. Create Purchase Order | Formal order sent to supplier | Purchasing Agent | Approved Requisition, Supplier Info | Purchase Order PO | Data re-entry from requisition |
4. Receive Goods/Service | Verify delivery/completion | Receiving/Service Team | PO, Delivery documents | Receipt Notification, Inventory Update potentially via Industrial Barcode Scanner | Inaccurate receiving, delays matching POs |
5. Enter Supplier Invoice | Record invoice from supplier | AP Clerk | Invoice, PO, Receipt | Invoice Record | Manual data entry, matching errors, needing to scan invoices with a Professional Document Scanner |
6. Match Invoice to PO/Receipt | Verify invoice details against order/receipt | AP Clerk | Invoice, PO, Receipt | Matched Status | Time-consuming discrepancies, requires access to documents maybe stored on a Network Attached Storage Device |
7. Approve Payment | Authorize invoice for payment | Manager/Controller | Matched Invoice | Payment Approval | Bottlenecks in approval |
8. Make Payment | Issue payment to supplier | AP Clerk/Treasurer | Approved Invoice | Payment Transaction, Payment Record | Manual check runs, lack of integration with banking |
Mapping these flows provides the reseller with the context they need to configure Sage X3 to support your specific operational rhythm.
It shows them where systems like a Managed Gigabit Switch or Business-Grade Wireless Access Point are critical for connectivity or where a Network Attached Storage Device might be used for archiving historical data.
Determining your data architecture vision.
Your business runs on data. Sage X3 will become the central repository for a vast amount of it – financials, inventory, customer orders, production details, etc. But it won’t be the only place data lives. You likely have data in other systems CRM, e-commerce platforms, legacy databases, and you generate data from various sources, including potentially Industrial Barcode Scanners on the floor or documents captured by a Professional Document Scanner. Your data architecture vision defines how all this data will flow, where it will be stored, how it will be accessed, and how its quality will be maintained.
This vision impacts everything from the complexity of the implementation especially data migration to ongoing reporting and analytics.
Do you need real-time integration with an external system? How much historical data do you need to bring into Sage X3? What is your strategy for data backup and disaster recovery which might involve a Network Attached Storage Device? How will data from shop floor devices like an Industrial Barcode Scanner be captured and validated? How will you ensure data printed on labels by a Thermal Transfer Label Printer is accurate and consistent with the system? Is Magcubic hy300 pro a Scam
Key questions to ponder for your data vision:
- Data Sources: Where does your key business data currently originate?
- Data Volume: How much data do you have, and how fast is it growing? e.g., millions of transactions per year, gigabytes of documents scanned by a Professional Document Scanner.
- Data Quality: What is the current state of your data quality? Are there inconsistencies or inaccuracies? Data cleansing is often a major task.
- Historical Data: How many years of historical transaction data, inventory levels, or scanned documents potentially on a Network Attached Storage Device do you need accessible in Sage X3?
- Integration Needs: Which other systems absolutely must exchange data with Sage X3, and in what direction? e.g., E-commerce site, CRM, WMS, production control. These integrations often rely on robust network infrastructure like a Managed Gigabit Switch or Business-Grade Wireless Access Point.
- Reporting & Analytics: What key performance indicators KPIs do you need to track, and what kind of reporting operational, financial, analytical is essential? Where will the data for these reports primarily reside?
Data Consideration | Your Current State/Requirement | Impact on Sage X3 & Reseller Choice |
---|---|---|
Financial History | Need 7 years of GL data, 3 years of transactional data. | Requires significant data migration planning and potential data cleansing. |
Inventory Data | Data spread across spreadsheets and legacy system. requires clean-up. | Emphasizes partner’s data migration and cleansing methodology. Need strategy for data capture via Industrial Barcode Scanner. |
E-commerce Orders | Need real-time order sync from Shopify. | Partner must have strong integration experience, potentially with specific platforms. Relies on reliable network. |
Document Archiving | Scanning thousands of invoices/POs monthly. need them linked to transactions. | Partner needs expertise in Sage X3’s document management or integrating with external DMS. Needs process for Professional Document Scanner output. |
Production Metrics | Collecting data manually from shop floor. need automated capture. | Partner must show capability integrating with shop floor systems/devices, potentially via Business-Grade Wireless Access Point or Managed Gigabit Switch. |
Data Storage/Backup | Currently using on-premise server. need off-site backup strategy. | Discuss partner’s cloud hosting options or ability to advise on Network Attached Storage Device and backup solutions. |
Having a clear data architecture vision allows you to evaluate the reseller’s technical capabilities beyond just the core Sage X3 software.
Do they understand integration complexities? Can they advise on data governance? How do they approach data migration strategy? This level of detail ensures you select a partner capable of building a stable, reliable data foundation for your business.
Identifying a Sage X3 Partner With Real Technical Muscle and How They Handle Key Infrastructure
Forget the slick brochures and the charming sales reps for a moment. Free Analytics For Website
When you’re evaluating a Sage X3 reseller, you’re primarily assessing their technical bench strength.
Sage X3 is a deeply configurable and complex ERP system.
You need a partner whose consultants and technical staff aren’t just familiar with the software, but deeply understand its architecture, its capabilities, its limitations, and how it interacts with the technology ecosystem of a modern business.
This means understanding not just the cloud instance or the on-premise server, but also how data flows from devices like an Industrial Barcode Scanner or a Professional Document Scanner, where information might be archived on a Network Attached Storage Device, and how network reliability Managed Gigabit Switch, Business-Grade Wireless Access Point and power stability Uninterruptible Power Supply impact the system’s performance and availability.
A technically weak partner can derail your project faster than almost anything else. Is Billionaire brain wave complaints a Scam
They might misconfigure modules, struggle with integrations, provide inaccurate guidance on performance issues, or fail to adequately test crucial functionalities.
You need a team that can troubleshoot complex problems, optimize system performance, and adapt the software to your specific, sometimes quirky, business needs.
Their ability to handle the technical nuances, including how Sage X3 interacts with everything from print servers managing a Thermal Transfer Label Printer to network infrastructure like a Managed Gigabit Switch, is paramount.
Assessing their depth in Sage X3 configuration and adaptation.
Sage X3 is designed to be flexible, which means it can be configured in countless ways to support different business models manufacturing, distribution, services, etc.. A great partner has seen many configurations and understands the implications of different choices.
They know how to set up the chart of accounts for complex financial reporting, configure warehouses and inventory valuation methods, define production routings and costing methods, and tailor sales order processes. Small Seo Tools Plaigarism Report
They understand how configurations impact performance and reporting.
Furthermore, “adaptation” goes beyond standard configuration.
It involves potentially customizing screens, adding specific fields, creating tailored reports, or developing specific workflows using Sage X3’s built-in tools like the 4GL development environment or workflow engine. While aiming for standard configuration is usually best practice to simplify upgrades, some level of adaptation is often necessary to align the system with truly unique competitive advantages in your processes.
The partner needs to demonstrate experience doing this carefully, using best practices that minimize impact on future upgrades.
What to look for: Is Ootdmw a Scam
- Certified Consultants: How many of their consultants are certified in the specific Sage X3 modules relevant to your business Finance, Distribution, Manufacturing, Project Management, etc.?
- Industry Experience: Do they have experience implementing Sage X3 in your specific industry? This indicates they understand common configurations and adaptations needed for businesses like yours.
- Configuration Examples: Ask for specific examples of how they’ve configured Sage X3 for clients with similar needs or challenges.
- Adaptation Methodology: How do they approach necessary adaptations? Do they follow best practices to ensure upgrade compatibility? Can they show you examples of customizations they’ve built?
- Reporting Expertise: Can they build complex reports using Sage X3’s reporting tools e.g., Sage Intelligence, Crystal Reports or external reporting platforms?
Sage X3 Area | Partner Capability Check | Example of Depth |
---|---|---|
Financials | Deep understanding of multi-company, multi-currency, complex consolidations, cost accounting methods. | Configured Sage X3 for a holding company structure with intercompany transactions across five subsidiaries in three countries. |
Distribution | Expertise in advanced warehousing, inventory valuation FIFO, LIFO, Weighted Average, lot/serial tracking, complex pricing. | Implemented complex inventory allocation rules and integrated with an external WMS via API, handling data flows from Industrial Barcode Scanners. |
Manufacturing | Command of discrete, process, or project manufacturing. MRP/CRP, shop floor control, costing. | Successfully implemented complex multi-level BOMs and configured routings with backflushing for a client with make-to-order production. |
Workflow/Customization | Experience with Sage X3’s workflow engine, screen customization, and potentially 4GL development. | Created a custom approval workflow for high-value purchase orders that integrated with email notifications and required scanned documents via a Professional Document Scanner. |
A partner with this level of depth can configure Sage X3 not just to function, but to function optimally for your business, leveraging its powerful features while adapting gracefully where necessary.
Probing their experience integrating Sage X3 with your other essential tools.
No ERP exists in a vacuum.
Sage X3 will need to talk to other systems you rely on – CRM, e-commerce platforms, WMS if not using X3’s, shipping software, payroll, and potentially specialized industry-specific applications.
The reseller’s experience and approach to integration are non-negotiable technical requirements.
Can they leverage Sage X3’s APIs? Do they have experience with middleware solutions? How do they handle data mapping and transformation between systems? How do they ensure data consistency and error handling during integrations? What’s their experience connecting to systems that rely on infrastructure like a Managed Gigabit Switch or communicate wirelessly via a Business-Grade Wireless Access Point? Is Tenorex a Scam
Integrations are notoriously complex and are a common source of project delays and failures if not handled by experienced professionals.
You need a partner who has a proven methodology for integration, understands the technical nuances of various integration methods, and can provide examples of successful integrations they’ve completed.
They should also understand how data from devices like an Industrial Barcode Scanner or Professional Document Scanner needs to flow into Sage X3 or related systems, potentially being processed or archived on a Network Attached Storage Device along the way.
Key areas to investigate:
- Integration Methods: Are they proficient in using Sage X3’s standard integration tools e.g., Import/Export templates, Web Services/APIs? Do they have experience with middleware platforms like Dell Boomi, MuleSoft, or integration platforms as a service iPaaS?
- Specific System Integrations: Have they integrated Sage X3 with specific systems you use or plan to use e.g., Salesforce, HubSpot, Shopify, Magento, specific WMS platforms?
- Data Mapping & Transformation: How do they approach mapping data fields between systems and transforming data formats as needed?
- Error Handling & Monitoring: What mechanisms do they put in place to monitor integrations, handle errors, and ensure data integrity?
- Real-time vs. Batch: Do they understand the trade-offs between real-time and batch integrations and recommend the appropriate approach based on the business need? Integrating data streams from many Industrial Barcode Scanners might require a batch process unless your network supported by a Managed Gigabit Switch is robust enough for real-time updates.
Integration Scenario | Partner Capability Check | Example of Experience |
---|---|---|
E-commerce Integration | Can they sync orders, inventory, and customer data between Sage X3 and platforms like Shopify or Magento? | Built a custom API integration using Sage X3 Web Services to synchronize product data, orders, and shipping updates with a high-volume Shopify store. |
CRM Integration | Have they integrated Sage X3 financial or order data with popular CRM systems? | Integrated Sage X3 customer financial history and open order status with Salesforce, providing sales reps with a unified view. |
Warehouse/Shop Floor | Can they integrate data from WMS systems or directly from devices like Industrial Barcode Scanners or PLCs? | Implemented a wireless integration using Business-Grade Wireless Access Points to capture real-time production data from machines and Industrial Barcode Scanners directly into Sage X3 manufacturing module. |
Document Management | Can they integrate with document management systems or handle scanned documents linked to transactions? | Configured Sage X3 to link invoices scanned by a Professional Document Scanner via an external document management system, storing them on a central Network Attached Storage Device. |
Shipping Systems | Experience integrating with carriers or shipping software for rate shopping and label generation potentially a Thermal Transfer Label Printer? | Integrated Sage X3 shipping module with UPS WorldShip and FedEx Ship Manager for automated label generation and tracking updates. |
A reseller with strong integration experience can help you build a connected ecosystem around Sage X3, maximizing efficiency and data flow across your organization.
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They understand that devices like an Industrial Barcode Scanner or a Professional Document Scanner are points of data origin that need a reliable path into your core system.
Verifying their command of key Sage X3 functional areas.
Sage X3 is vast. No single person knows everything about every single feature. But the partner as a team needs to have deep expertise in the specific functional areas critical to your business. If you’re a manufacturer, you need a partner with rock-solid experience in manufacturing modules BOMs, routings, MRP, shop floor control. If you’re a distributor, their expertise in inventory, purchasing, sales, and warehousing including handling data from Industrial Barcode Scanners must be top-tier. If you’re a project-based service company, their command of project management and financial accounting is key.
Don’t accept general statements of capability.
Ask for specific consultant profiles and their experience in the modules you’ll rely on most heavily. Is Emoninail a Scam
Request case studies or client references where they’ve successfully implemented these specific functionalities in scenarios similar to yours.
They should be able to talk intelligently about best practices and potential pitfalls within these areas.
For example, if you rely heavily on precise labeling, they should have a clear understanding of how Sage X3 integrates with and manages output for a Thermal Transfer Label Printer.
Functional areas to probe based on your business:
- Financial Management: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Budgeting, Cost Accounting, Multi-currency, Multi-company.
- Sales & CRM: Sales Order Management, Pricing, Commissions, Sales Reporting, Basic CRM functions.
- Purchasing: Purchase Order Management, Receiving including data from Industrial Barcode Scanners, Supplier Management, Procurement Workflows.
- Inventory & Warehousing: Inventory Control, Stock Valuation, Lot/Serial Tracking, Physical Inventory, Picking/Packing/Shipping, Warehouse Management potentially integrated with devices like Industrial Barcode Scanners or managing labels printed by a Thermal Transfer Label Printer.
- Manufacturing: Bill of Materials BOMs, Routings, Production Scheduling, MRP Material Requirements Planning, CRP Capacity Requirements Planning, Shop Floor Control potentially integrating data from Industrial Barcode Scanners or machine interfaces.
- Project Management: Project Costing, Billing, Time & Expense Tracking.
- Reporting & Business Intelligence: Sage Intelligence, Seedmait, Crystal Reports, Data Cubes.
- Technical: System Administration, Performance Tuning, Database Management potentially on a Network Attached Storage Device, Integration Tools.
Functional Area | Specific Questions to Ask | Indicator of Strong Command |
---|---|---|
Inventory Control | How do you handle complex inventory valuation methods? Describe a challenging inventory implementation you’ve done. How do you integrate Industrial Barcode Scanners for receiving/picking? | Can clearly explain FIFO vs. Weighted Average in X3, provides a case study on implementing lot tracking for regulatory compliance, describes a successful integration project with Industrial Barcode Scanners. |
MRP | How do you typically configure MRP rules? What are common challenges in implementing MRP? How do you factor in lead times and safety stock? | Explains the difference between different MRP calculation methods in X3, identifies common data quality issues that derail MRP inaccurate BOMs, inventory, provides examples of optimizing MRP runs. |
Financial Reporting | How do you build consolidated financial reports across multiple companies? Can you create custom budget reports? | Demonstrates expertise in Sage X3’s reporting tools Sage Intelligence, shows examples of multi-company consolidation reports, explains how to leverage reporting dimensions. |
Document Management | How can we attach scanned documents like invoices from a Professional Document Scanner to transactions in Sage X3? How do you handle approvals for these? | Explains the workflow engine for routing documents, shows how to link documents to records, potentially discusses integrating with systems using a Network Attached Storage Device for storage. |
A partner with deep functional expertise can leverage the full power of Sage X3 to support your specific business model, anticipating potential issues and configuring the system for maximum efficiency within your operational context. Is I bought the elitevac here is my honest review of the elite vacuum cleaner a Scam
How they handle foundational infrastructure like Network Attached Storage Devices.
While Sage X3 is increasingly deployed in the cloud, many businesses still have on-premise components, hybrid setups, or require local infrastructure for backups, reporting environments, or integrating with local systems and devices.
Even in the cloud, understanding network requirements, data flow, and storage needs is crucial.
A technically competent partner needs to understand the foundational infrastructure that supports Sage X3 and your connected business processes.
This includes servers, databases, virtual environments, and data storage solutions.
Specifically, how do they address data storage strategy, especially concerning devices like a Network Attached Storage Device? While the primary Sage X3 database might be in the cloud or on a dedicated server, a Network Attached Storage Device is often used for: Is Diflucan for toenail fungus a Scam
- Backups: Storing local backups of the Sage X3 database if on-premise or key configuration files.
- Document Archiving: Storing large volumes of documents scanned by a Professional Document Scanner that are linked to Sage X3 records.
- Reporting Data: Housing data extracted from Sage X3 for offline reporting or business intelligence tools.
- File Sharing: Providing a central location for files needed by Sage X3 users or integrated systems.
- Integration Staging: Acting as a temporary holding area for data exchanged between Sage X3 and other systems before processing.
Their understanding of how to properly configure, secure, and manage data on a Network Attached Storage Device, and how Sage X3 or related systems interact with it, is a good indicator of their broader infrastructure literacy. It’s not just about installing software.
It’s about ensuring the entire technical environment is robust.
Questions to ask:
- What are your recommendations for data backup and disaster recovery strategies for Sage X3, particularly if we have on-premise components or significant local data?
- Do you provide guidance on server specifications, database configurations, or virtualization if we host Sage X3 internally?
- How would we integrate Sage X3 with a local data repository like a Network Attached Storage Device for archiving or reporting?
- What are the storage requirements for Sage X3, including database size growth estimates and space needed for associated documents or files?
- How do you ensure data security at the infrastructure level, including access controls to storage like a Network Attached Storage Device?
Infrastructure Component | Partner’s Role/Expertise Check | What Strong Capability Looks Like |
---|---|---|
Servers/Databases | Can they advise on optimal configurations, performance tuning, and maintenance? | Provides detailed recommendations for hardware/VM specs based on user count/transaction volume, explains database indexing strategies for performance. |
Data Storage | Do they understand different storage technologies SAN, NAS, cloud storage? Can they advise on capacity planning and performance? | Discusses the pros and cons of using a Network Attached Storage Device for specific use cases e.g., document archives vs. primary database, recommends appropriate RAID configurations. |
Backup & Recovery | Do they have proven strategies and tools for backing up Sage X3 data and ensuring rapid recovery? | Explains their backup schedule recommendations full, incremental, discusses testing restore processes, potentially offers managed backup services, including backups to a Network Attached Storage Device. |
Virtualization | Are they experienced with deploying and managing Sage X3 in virtualized environments VMware, Hyper-V? | Can advise on virtual machine sizing, resource allocation, and potential performance considerations specific to Sage X3 in a virtualized setup. |
Their competence in discussing and advising on infrastructure components like a Network Attached Storage Device demonstrates they understand the broader technical foundation required for a reliable Sage X3 deployment, regardless of whether it’s cloud, on-premise, or hybrid.
Their strategy for integrating critical operational hardware such as Industrial Barcode Scanners and Professional Document Scanners into the workflow.
Modern businesses rely heavily on physical hardware at the point of activity – whether it’s scanning items in a warehouse, capturing signatures on delivery, or processing incoming mail.
Sage X3 needs to interact with these devices seamlessly.
A technically proficient partner understands how to integrate data streams from equipment like Industrial Barcode Scanners used for inventory, receiving, or production tracking, or how documents captured by Professional Document Scanners in the office for AP invoices, customer contracts, etc. are best linked to transactions and records within Sage X3.
This isn’t always a direct plug-and-play.
It often involves middleware, scripting, or configuring specific Sage X3 functions to receive data from these sources.
The partner needs to understand the technical methods for capturing data from these devices and validating it before it hits the core ERP system.
They should also consider the network requirements reliable connectivity, potentially requiring a Business-Grade Wireless Access Point for mobile scanners or a Managed Gigabit Switch for wired ones and data storage considerations where scanned documents are stored, perhaps on a Network Attached Storage Device.
Key aspects of hardware integration:
- Data Capture Methods: How do they capture data from devices like Industrial Barcode Scanners e.g., direct input into a Sage X3 screen, batch upload, middleware?
- Validation Rules: How do they ensure the data captured from a device like a quantity scanned by an Industrial Barcode Scanner is accurate and valid within the context of the Sage X3 transaction e.g., does the scanned item exist on the PO?
- Workflow Integration: How is the data flow from the hardware integrated into your core business processes mapped earlier? e.g., scanning a barcode updates inventory and marks a line item on an order.
- Document Linking: How are documents captured by a Professional Document Scanner associated with specific Sage X3 records e.g., linking a scanned invoice to an AP bill? Where are these documents stored potentially on a Network Attached Storage Device?
- Device Management: Do they provide guidance on compatible hardware or basic troubleshooting for these devices? Do they understand the network connectivity needed for these devices to communicate effectively with Sage X3 requiring robust infrastructure like a Managed Gigabit Switch or Business-Grade Wireless Access Point?
Hardware Type | Integration Scenario | Partner’s Approach/Experience |
---|---|---|
Industrial Barcode Scanner | Receiving goods, picking orders, tracking production labor, cycle counting. Need real-time or near-real-time updates. | Configured Sage X3’s ADI Automated Data Interface or Web Services to accept data directly from wireless Industrial Barcode Scanners connected via a Business-Grade Wireless Access Point, ensuring data validation against purchase orders or sales orders. |
Professional Document Scanner | Scanning incoming AP invoices, customer contracts, signed delivery receipts. Need to attach to vendor, customer, or invoice records in X3. | Implemented a workflow where scanned documents from a Professional Document Scanner are saved to a folder on a Network Attached Storage Device, and Sage X3’s document linking feature or an external DMS integration is used to attach them to the relevant transaction. |
Thermal Transfer Label Printer | Printing shipping labels, product labels, bin labels, compliance labels. Needs accurate data from Sage X3. | Configured Sage X3 reports or specific printing functions to send formatted label data to a Thermal Transfer Label Printer, potentially managed via a print server accessible over the network Managed Gigabit Switch. |
A partner who clearly articulates their approach to integrating these essential pieces of operational hardware demonstrates a practical understanding of how businesses actually run on the ground, not just how the software works in isolation.
They recognize that the data journey often begins with a physical interaction captured by a device.
What a World-Class Sage X3 Implementation Looks Like
Selecting the right partner is only half the battle.
The other half, arguably the tougher half, is the implementation itself.
This is where theory meets reality, where business processes are translated into system configurations, and where the rubber meets the road in terms of project management, data handling, and user adoption.
A “world-class” implementation isn’t just one that finishes on time and on budget though those are good starts. it’s one that delivers the promised business outcomes, is adopted enthusiastically by your team, and sets you up for future success and scalability.
It’s about turning the blueprint created in the discovery phase into a functional, valuable system, handling complexities like integrating input from an Industrial Barcode Scanner or ensuring documents scanned by a Professional Document Scanner are properly archived on a Network Attached Storage Device.
This requires a rigorous methodology, strong project leadership, clear communication, and a partnership approach where both your team and the reseller’s team are fully engaged and accountable.
It’s a significant undertaking that impacts nearly every corner of your business, from how orders are processed to how financials are reported, and how physical operations rely on integrated data from devices facilitated by infrastructure like a Managed Gigabit Switch or Business-Grade Wireless Access Point.
The critical path: Discovery and detailed blueprinting.
Every successful Sage X3 implementation starts with a into your business – the Discovery phase. This isn’t just a quick walkthrough.
It’s a meticulous process where the reseller’s consultants work closely with your key stakeholders to understand your current state, validate the requirements identified during your initial homework, and define the future state processes within Sage X3. This phase is about confirming how Sage X3 will be configured to meet your specific needs, including how it will handle data from devices like an Industrial Barcode Scanner or documents from a Professional Document Scanner.
The output of this phase is typically a detailed Blueprint or Functional Design document. This document is the constitution of your project.
It outlines the agreed-upon scope, the specific Sage X3 configurations, any necessary adaptations, the data migration strategy, integration points, reporting requirements, and often, the updated business processes.
This document is critical because it ensures everyone is on the same page before significant configuration work begins.
Deviating from this document later in the project is a primary driver of scope creep and delays.
Key activities during Discovery & Blueprinting:
- In-depth Requirements Gathering: Sessions with key personnel from each department Finance, Sales, Purchasing, Inventory, Production, etc. to detail their processes and needs.
- Process Validation: Walking through your mapped processes to see how they align with Sage X3 capabilities and identifying areas for optimization. How will data flow from that Industrial Barcode Scanner in the warehouse into the inventory module? How will scanned documents from a Professional Document Scanner be indexed?
- Gap Analysis: Identifying any requirements that cannot be met by standard Sage X3 configuration and proposing solutions adaptations, workarounds, external tools.
- Solution Design: Defining the specific modules, configurations, and workflows within Sage X3.
- Integration Planning: Detailing how Sage X3 will connect with other systems, specifying data flow, transformation, and validation rules. This includes connections needed for devices reliant on Managed Gigabit Switches or Business-Grade Wireless Access Points.
- Data Migration Strategy: Defining which data will be migrated, from where, how it will be transformed and cleansed, and the cutover plan. Discussing any roles for a Network Attached Storage Device in this process.
- Blueprint Document Creation: Compiling all agreed-upon designs, configurations, and strategies into a formal document for review and sign-off.
Discovery Phase Milestone | Deliverable | Importance |
---|---|---|
Requirements Sign-off | Documented and agreed-upon list of functional and technical requirements. | Ensures all stakeholders agree on what the system must do. |
Future State Processes | Diagrams or descriptions of how key business processes will operate within Sage X3. | Provides a clear vision of the operational improvements. Shows where devices like an Industrial Barcode Scanner fit into new workflows. |
Integration Design | Detailed plan for each required integration point data mapping, frequency, error handling. | Reduces risks associated with getting systems to talk to each other. Addresses how data from a Professional Document Scanner enters the system. |
Data Migration Plan | Specification of data scope, source systems, transformation rules, and cutover steps including Network Attached Storage Device use. | Critical for a smooth transition and ensuring data accuracy in the new system. |
Project Blueprint | Comprehensive document outlining all design decisions, scope, and methodologies. | Acts as the single source of truth for the project, minimizes ambiguity and disputes later. |
Studies show that projects with thorough, signed-off blueprint documents are significantly less likely to experience major scope creep or budget overruns.
Investing time and resources upfront in Discovery and Blueprinting with your reseller pays dividends throughout the rest of the project.
It ensures that when you get to testing, the system behaves as expected based on your agreed-upon requirements, whether that’s processing data from an Industrial Barcode Scanner or generating output for a Thermal Transfer Label Printer.
Executing data migration without crippling your operations.
Data migration is often cited as one of the most challenging and riskiest parts of an ERP implementation.
Moving your historical financial transactions, inventory balances, customer records, and other critical data from legacy systems into Sage X3 is a complex technical and logistical exercise.
Doing it incorrectly can lead to inaccurate reporting, operational disruptions, and a lack of trust in the new system.
The goal is to execute the migration accurately, efficiently, and with minimal downtime for your business operations.
This process often involves using temporary storage locations like a Network Attached Storage Device.
A world-class partner has a proven, repeatable data migration methodology. They don’t just hand you a spreadsheet template. they help you identify the data that needs to be migrated, assist with data extraction from source systems, guide you through data cleansing and transformation fixing inconsistencies, standardizing formats, and have a clear plan for testing and validating the migrated data. They understand that data from various sources, including potentially from systems connected to an Industrial Barcode Scanner or archives from a Professional Document Scanner, needs careful handling.
Steps in a robust data migration process:
- Data Identification & Scope: Confirming exactly which data sets e.g., GL balances, open AR/AP, open sales orders, inventory levels, customer masters will be migrated and how much history.
- Data Extraction: Getting the data out of your old systems. This might involve using export tools, database queries, or reports.
- Data Cleansing & Transformation: Cleaning up inaccurate or inconsistent data e.g., correcting customer addresses, standardizing product names, removing duplicates. Transforming data into the format Sage X3 expects. This might involve staging data on a Network Attached Storage Device for processing.
- Data Loading: Importing the transformed data into Sage X3.
- Data Validation: Critically important! Verifying that the data in Sage X3 is accurate and complete compared to the source systems. This involves running reports in both systems and comparing balances e.g., trial balance, inventory valuation report.
- Mock Migrations: Performing practice runs of the data migration process before the final cutover. This helps identify issues, refine the process, and get accurate timing estimates for the final migration.
- Cutover Plan: A detailed schedule of steps leading up to going live, including when users stop using the old system, when final data is extracted, when migration occurs, and when users gain access to the new Sage X3 system. This plan must account for potential delays and contingencies, and rely on robust infrastructure like a Managed Gigabit Switch or a reliable Network Attached Storage Device.
Data Migration Phase | Key Activity | Potential Challenge & How a Good Partner Addresses It |
---|---|---|
Extraction | Getting data out of legacy systems. | Legacy systems may have poor export tools or data locked in proprietary formats. Partner uses expertise in various database technologies and export methods. might write custom scripts. |
Cleansing | Correcting inaccurate, incomplete, or inconsistent data. | Can be a massive manual effort. Partner provides tools or processes to help identify data quality issues and recommends strategies for cleansing, potentially staging data on a Network Attached Storage Device for processing. |
Transformation | Converting data format/structure for Sage X3. | Mapping complexities between old and new systems. Partner provides detailed mapping templates and uses ETL Extract, Transform, Load tools or scripting to automate the process. |
Validation | Ensuring data in Sage X3 matches source. | Laborious process, easy to miss errors. Partner provides specific validation reports and reconciliation procedures, often comparing key balances or counts e.g., comparing the total count of items scanned by an Industrial Barcode Scanner in the old system vs. the new. |
Cutover | The final switch-over. | Minimizing business downtime. Partner plans the cutover meticulously, performs multiple mock migrations to get timing right, and has a clear rollback plan if issues arise. Relies on stable infrastructure like a Managed Gigabit Switch and sufficient Network Attached Storage Device capacity. |
A partner with a strong data migration track record understands that this isn’t just a technical task.
It’s a business-critical process that requires careful planning, execution, and validation to ensure the integrity of your core business information in Sage X3. This includes planning for data from peripherals like a Professional Document Scanner or ensuring the output from a Thermal Transfer Label Printer is correct post-migration.
Ensuring your team actually knows how to use the system effectively.
You can implement Sage X3 perfectly from a technical standpoint, but if your employees don’t know how to use it correctly, the project will fail to deliver its intended value. User adoption is paramount.
A world-class implementation includes a comprehensive training and change management strategy designed to get your team comfortable and proficient with the new system and the new processes like using an Industrial Barcode Scanner within the new workflow or accessing documents scanned by a Professional Document Scanner.
Training shouldn’t be a last-minute rush before go-live. It needs to be planned and executed strategically.
The partner should work with you to identify different user roles and tailor training content to their specific responsibilities in Sage X3. They should provide hands-on exercises, realistic scenarios, and clear documentation.
Change management runs alongside training, addressing user resistance, communicating the benefits of the new system, and ensuring a smooth transition.
Key components of effective user training and adoption:
- User Role Definition: Identifying different groups of users and their specific needs and access levels in Sage X3.
- Tailored Training Content: Developing training materials user guides, videos, exercises that focus on the tasks each role will perform. How will the warehouse team use the new Industrial Barcode Scanner interface in Sage X3? How will the AP team access documents scanned by a Professional Document Scanner from the Network Attached Storage Device archive?
- Training Methods: Utilizing a mix of methods classroom training, remote sessions, train-the-trainer, e-learning based on your team’s needs and logistics.
- Hands-on Practice: Providing access to a test environment where users can practice tasks in Sage X3 using realistic data before going live.
- Documentation: Creating clear, accessible user guides and quick reference materials.
- Change Management Plan: Strategies to communicate the reasons for the change, address concerns, celebrate milestones, and reinforce new behaviors.
- Post Go-Live Support: Ensuring users have access to help and resources after the system is live. This is crucial for reinforcing training and resolving initial user issues, often relying on stable network access provided by a Managed Gigabit Switch or Business-Grade Wireless Access Point.
Training/Adoption Activity | Description | How a Strong Partner Supports It |
---|---|---|
Training Curriculum | Structured plan outlining topics covered for each user role. | Partner provides template curriculum, helps customize it to your specific processes/configurations, including using devices like Industrial Barcode Scanners. |
Training Environment | Dedicated instance of Sage X3 with relevant data for users to practice. | Partner sets up and manages the training environment, ensuring it’s stable and representative of the live system. |
Job Aids | Quick reference guides for common tasks. | Partner helps create specific job aids based on your configured processes, including steps for printing with a Thermal Transfer Label Printer. |
User Acceptance Testing UAT | Formal process where end-users test the system against defined scenarios before go-live. | Partner guides UAT process, provides test scripts based on the blueprint, tracks and helps resolve issues identified by users e.g., issues with data displayed from a Network Attached Storage Device. |
Super User Program | Identifying and training internal champions who can support their colleagues post go-live. | Partner helps identify candidates, provides specialized training, and mentors super users. |
Effective training and change management aren’t add-ons. they are integral parts of a successful implementation. They ensure that your investment in Sage X3 translates into actual productivity gains and user satisfaction. It’s not enough for the system to work. people need to know how to work with the system and its connected components, like understanding data flow from an Industrial Barcode Scanner or the function of a Thermal Transfer Label Printer.
Keeping the project on track and within scope.
Even with a solid blueprint, implementations are complex projects with many moving parts. A world-class implementation is managed rigorously.
This requires strong project management from both your internal team and the reseller’s team.
There needs to be a clear project plan, regular status meetings, a mechanism for identifying and mitigating risks, and a formal process for managing changes to the scope.
Unexpected technical challenges, like issues integrating a Managed Gigabit Switch or ensuring stable power with an Uninterruptible Power Supply, can impact timelines if not managed proactively.
Project management is the discipline that keeps the implementation moving forward, ensuring tasks are completed, dependencies are managed, and resources are aligned.
It’s about clear communication, accountability, and proactive problem-solving.
Key elements of effective project management:
- Detailed Project Plan: A timeline outlining all major phases, tasks, milestones, dependencies, and resource assignments.
- Dedicated Project Managers: Both your company and the reseller should assign experienced project managers who are responsible for overseeing the project day-to-day.
- Regular Status Meetings: Scheduled meetings e.g., weekly to review progress, discuss roadblocks, and plan next steps.
- Risk Management: Proactively identifying potential risks technical, resource, timeline, etc. and developing mitigation plans. This could include risks related to infrastructure like a Network Attached Storage Device or connectivity via a Business-Grade Wireless Access Point.
- Issue Tracking: A system for logging, prioritizing, assigning, and resolving project issues.
- Scope Change Control: A formal process for evaluating requests to change the project’s scope, assessing their impact on timeline and budget, and approving or rejecting them.
- Steering Committee: Regular meetings with executive sponsors from both companies to review high-level progress, make key decisions, and provide strategic direction.
Project Management Area | Activity/Tool | Why It’s Important |
---|---|---|
Planning | Detailed Work Breakdown Structure WBS and project schedule. | Provides clarity on what needs to be done and when, helps estimate resources. |
Monitoring & Control | Regular status reports, dashboards, key performance indicators KPIs for project health e.g., task completion rate, budget burn rate. | Allows visibility into progress and identifies potential problems early. Helps track integration progress with devices like an Industrial Barcode Scanner. |
Risk Management | Risk register documenting potential risks, their likelihood, impact, and mitigation plans. | Proactively addresses potential roadblocks before they derail the project. Considers infrastructure risks like power stability Uninterruptible Power Supply. |
Communication | Communication plan outlining who needs to be informed about what, when, and how. | Ensures all stakeholders are kept up-to-date and expectations are managed. Important for coordinating tasks like setting up connections for a Thermal Transfer Label Printer. |
Scope Management | Formal change request form and approval process. | Prevents uncontrolled expansion of the project, which is a major cause of budget/schedule overruns. Includes changes related to integrating new hardware like a Professional Document Scanner. |
A well-managed implementation project, guided by experienced project managers and a disciplined methodology, significantly increases the likelihood of a successful Sage X3 go-live that meets its objectives without unnecessary cost or delay. It’s about discipline and foresight.
Post Go-Live: The Support That Separates the Best from the Rest, Including Hardware Reliability
Go-live is a massive milestone, but it’s not the end of the journey.
In fact, the period immediately following go-live, and the ongoing support you receive, is often the true test of a Sage X3 partner’s commitment and capability.
This is when your users are fully utilizing the system in a live, production environment, and inevitably, questions, minor issues, and perhaps even critical problems will arise.
How quickly and effectively your partner responds can mean the difference between a smooth transition and ongoing frustration and business disruption.
This is also where the reliability of your underlying infrastructure and connected hardware comes into sharp focus – problems with a Managed Gigabit Switch, a faltering Business-Grade Wireless Access Point, or data corruption on a Network Attached Storage Device can cripple the system as surely as a software bug.
Top-tier support isn’t just about fixing bugs.
It’s about providing reliable access to expertise, having efficient processes for issue resolution and updates, proactively monitoring your system’s health, and ensuring the entire environment, including critical hardware like Industrial Barcode Scanners or Thermal Transfer Label Printers, is stable and performs as needed.
This ongoing partnership is essential for maximizing your long-term ROI from Sage X3.
Defining reliable access to expertise when you need it most.
When a user encounters an error, or a critical batch job fails, you need to know you can reach knowledgeable help quickly.
Reliable support means having defined channels for submitting issues phone, email, online portal, clear Service Level Agreements SLAs that specify response times based on issue severity, and access to support staff who understand Sage X3 and ideally, have some familiarity with your specific configuration and business processes.
You don’t want to explain your entire setup involving a Managed Gigabit Switch or a Network Attached Storage Device every time you call.
What constitutes reliable access:
- Multiple Support Channels: Phone number for urgent issues, email for less critical ones, and a web portal for submitting tickets and tracking status.
- Clear SLAs: Defined response times e.g., 1 hour for Severity 1 – system down, 4 hours for Severity 2 – major functionality impaired that the partner commits to meeting.
- Knowledgeable Staff: Support personnel who are proficient in Sage X3 troubleshooting and can quickly understand the nature of the problem.
- Access to Consultants: A path to escalate issues to consultants who were involved in your implementation and understand your unique setup.
- Support Hours: Do their support hours align with your business operations, including critical periods like month-end close or peak production shifts?
Support Element | Your Requirement/Question | Partner’s Response Indicator of Reliability |
---|---|---|
Response Time | What are your guaranteed response times for different issue severities? | Provides a clear, documented SLA with specific timeframes based on severity levels Critical, High, Medium, Low. |
Escalation Path | If the initial support person can’t help, how do issues get escalated? To whom? | Describes a clear escalation matrix, ensuring issues are quickly moved to more experienced technicians or consultants if needed. |
Communication | How will I be kept informed about the status of my ticket? | Uses a support portal or automated notifications to provide regular updates on ticket status, actions taken, and estimated resolution time. |
Access to Knowledge | Will the support team have access to documentation about our specific Sage X3 configuration and any customizations? | Maintains internal documentation about your implementation that support staff can access, reducing the need for you to re-explain your setup every time. This includes details on how your Industrial Barcode Scanners are configured or how your Thermal Transfer Label Printer is set up. |
Reliable support is your safety net after go-live.
It ensures that if things go wrong, you have expert help on standby to minimize disruption to your operations, whether the issue is software-related or involves connectivity provided by a Managed Gigabit Switch or data access from a Network Attached Storage Device.
Their protocol for resolving issues and deploying updates rapidly.
Beyond just access to support, you need to understand the partner’s process for resolving problems and implementing software updates hotfixes, patches, version upgrades. How do they diagnose issues? What is their process for testing potential fixes? How do they deploy approved changes to your live Sage X3 environment without causing new problems or significant downtime? This applies to issues affecting core Sage X3 functionality as well as problems related to integrated hardware like Industrial Barcode Scanners or the output from a Thermal Transfer Label Printer.
A strong partner has mature, documented procedures for issue management and change control.
They use testing environments to validate fixes and updates before moving them to production.
They have a plan for communicating upcoming updates and coordinating downtime if necessary.
Key aspects of issue resolution and update deployment:
- Issue Diagnosis: Their process for understanding the root cause of a reported problem.
- Testing Environment: Do they use separate environments development, testing, production to test fixes and updates?
- Change Management: Their internal process for documenting, approving, testing, and deploying changes to your Sage X3 system.
- Communication: How they communicate known issues, workarounds, and planned update schedules to you.
- Rollback Plan: Do they have a plan to revert changes if an update causes unexpected problems?
- Update Strategy: How do they advise you on staying current with Sage X3 versions and planning for major upgrades? This includes ensuring compatibility with connected systems and hardware like a Professional Document Scanner or a Network Attached Storage Device.
Activity | Partner’s Process Check | Indicator of Robust Protocol |
---|---|---|
Bug Fixing | How do they diagnose and resolve reported bugs? | Uses a structured troubleshooting methodology, can provide examples of complex bugs they’ve fixed and the process they followed. |
Hotfix/Patching | What is their process for applying small, urgent fixes or security patches? | Tests hotfixes in a separate environment before deploying to production, communicates deployment schedule clearly, has a rollback procedure. |
Version Upgrades | How do they plan and execute major Sage X3 version upgrades? | Provides a detailed project plan for upgrades including testing time, assesses impact on customizations and integrations like those with Industrial Barcode Scanners or a Network Attached Storage Device, coordinates with your team for testing. |
Quality Assurance | What steps do they take to ensure the quality of fixes and updates before releasing them? | Utilizes testing scripts and scenarios, performs regression testing to ensure new changes haven’t broken existing functionality. |
Communication | How do they inform you about upcoming updates, potential issues, or necessary maintenance periods potentially impacting network infrastructure using a Managed Gigabit Switch or Business-Grade Wireless Access Point? | Sends proactive notifications about planned maintenance, provides release notes for updates, keeps you informed about the status of reported issues. |
A partner with a well-defined protocol for issue resolution and update deployment minimizes downtime and ensures that your Sage X3 system remains stable, secure, and up-to-date over time, which is crucial for the performance of all connected systems and devices, from a Professional Document Scanner workflow to label printing with a Thermal Transfer Label Printer.
Strategies for proactive system health monitoring.
The best support isn’t just reactive fixing problems when they occur but also proactive identifying potential issues before they impact your users. A top Sage X3 partner will have strategies for monitoring the health and performance of your system environment.
This involves monitoring server performance, database health, batch job completion, and potentially key integration points.
Are transactions processing slowly? Is the database growing unexpectedly? Are critical scheduled tasks completing successfully? Is your Network Attached Storage Device nearing capacity? Are there network bottlenecks on your Managed Gigabit Switch?
Proactive monitoring allows the partner to identify performance bottlenecks, potential technical issues, or capacity constraints before they lead to system slowdowns or outages.
This is particularly important for ensuring smooth operation during peak business periods.
Examples of proactive monitoring:
- Performance Monitoring: Tracking key metrics like transaction response times, CPU and memory usage on servers hosting Sage X3, and database query performance.
- Database Monitoring: Monitoring database size, index health, and error logs.
- Batch Job Monitoring: Ensuring critical scheduled tasks e.g., MRP runs, financial postings, integration syncs with systems using a Business-Grade Wireless Access Point complete on time and without errors.
- Resource Monitoring: Tracking disk space especially relevant if using a Network Attached Storage Device for archives and other system resources.
- Integration Monitoring: Ensuring data flows between Sage X3 and other systems are completing successfully. This includes data from devices like Industrial Barcode Scanners or documents from a Professional Document Scanner.
- Network Monitoring: Basic checks on connectivity and latency, ensuring infrastructure like a Managed Gigabit Switch or Business-Grade Wireless Access Point isn’t causing performance issues.
Monitoring Aspect | What the Partner Monitors | Benefit to Your Business |
---|---|---|
System Performance | Transaction speed, report generation time, overall responsiveness. | Ensures Sage X3 runs quickly and efficiently, maximizing user productivity. Prevents slowdowns that might impact data capture from an Industrial Barcode Scanner. |
Database Health | Database size, error logs, index fragmentation. | Prevents database issues that can lead to system instability or data corruption. Important for data integrity on a Network Attached Storage Device. |
Batch Job Status | Completion status and run time of scheduled tasks. | Ensures critical background processes like MRP, integrations are functioning correctly, impacting operational data accuracy and timeliness. |
Disk Space | Available storage on servers and any connected Network Attached Storage Device used by Sage X3 or related systems. | Prevents system outages due to running out of disk space, especially critical for database files or document archives. |
Network Connectivity | Basic checks on latency and packet loss to Sage X3 servers. | Helps identify network issues impacting Sage X3 performance or the ability of devices like Industrial Barcode Scanners or Thermal Transfer Label Printers to communicate. Relies on Managed Gigabit Switch and Business-Grade Wireless Access Point reliability. |
By proactively monitoring your Sage X3 environment, a good partner can often identify and resolve potential issues before they negatively impact your operations, contributing significantly to system uptime and reliability.
Ensuring your system stays running and power stability using an Uninterruptible Power Supply strategy.
For on-premise or hybrid Sage X3 deployments, the physical infrastructure providing power and connectivity is just as critical as the software itself.
Unstable power can wreak havoc on servers, databases, and network equipment, leading to data corruption, hardware damage, and significant downtime.
A comprehensive support strategy includes addressing power stability, typically through the use of an Uninterruptible Power Supply UPS. While the Sage X3 partner may not be your primary IT infrastructure provider, they should understand the importance of power stability and potentially advise on or integrate with systems that rely on a UPS.
An Uninterruptible Power Supply provides a temporary power source during outages or fluctuations, allowing equipment to shut down gracefully or continue running for a short period.
This prevents sudden power loss that can corrupt data files or damage hardware components that support Sage X3, such as servers hosting the database, a Network Attached Storage Device storing backups, or critical network gear like a Managed Gigabit Switch.
Key considerations regarding power stability and UPS:
- Equipment Covered: Which critical components supporting Sage X3 servers, Network Attached Storage Device, Managed Gigabit Switch, firewall are protected by a UPS?
- Runtime: How long can the UPS keep the equipment running during a power outage? Is it enough time for an orderly shutdown or to ride out short flickers?
- Integration: Can the UPS communicate with servers to initiate automatic shutdowns if the power outage exceeds the battery runtime?
- Maintenance: How often is the UPS tested and maintained? Batteries degrade over time.
- Partner’s Role: While your internal IT or an MSP might manage the physical UPS, the Sage X3 partner should understand its importance and how power events could impact the system and its data potentially on a Network Attached Storage Device.
Power Stability Aspect | Importance for Sage X3 | Impact of Failure | Mitigation Involving Uninterruptible Power Supply |
---|---|---|---|
Clean Power | Sage X3 servers and network gear require stable, conditioned power. | Hardware damage, system crashes, data corruption. | Using a quality Uninterruptible Power Supply that provides surge protection and power conditioning. |
Outage Protection | Preventing sudden shutdowns during power failures. | Immediate system downtime, potential database corruption, loss of in-process transactions e.g., data from an Industrial Barcode Scanner not yet committed. | Sizing an Uninterruptible Power Supply appropriately for critical load, configuring automatic graceful shutdowns for servers and Network Attached Storage Devices. |
Data Integrity | Ensuring data isn’t corrupted during power events. | Corrupted database files requiring lengthy restores, loss of recent data. | Uninterruptible Power Supply allows database to flush transactions to disk safely before shutting down. Regular backups, potentially to a Network Attached Storage Device, are also key. |
System Availability | Minimizing unscheduled downtime. | Business operations halt, lost productivity and revenue. | An Uninterruptible Power Supply keeps critical systems running during short outages or facilitates a quick, clean restart after a longer one. |
Discussing power stability and the role of an Uninterruptible Power Supply might fall outside the core software discussion, but it’s a mark of a partner who understands the full picture of what it takes to keep an ERP system running reliably.
They know that the best software is useless if the lights go out or the network gear fails due to power fluctuations.
Maintaining robust network connectivity with solutions like Managed Gigabit Switches and Business-Grade Wireless Access Points.
Just like power, a stable and high-performance network is non-negotiable for Sage X3. Whether your system is in the cloud or on-premise, users need reliable connectivity to access it.
This is especially true for concurrent users, remote workers, and integrated devices that constantly exchange data.
Network infrastructure components like Managed Gigabit Switches and Business-Grade Wireless Access Points play a vital role in ensuring data flows smoothly and quickly.
- Managed Gigabit Switches: These switches are the backbone of your wired network. They provide high-speed connections for servers including those hosting Sage X3 or a Network Attached Storage Device, desktop computers, and wired peripherals like some types of Industrial Barcode Scanners or print servers managing a Thermal Transfer Label Printer. “Managed” means they offer configuration options for prioritizing traffic QoS, creating separate network segments VLANs, and monitoring network activity, which is crucial for ensuring Sage X3 traffic gets the bandwidth it needs.
- Business-Grade Wireless Access Points: Essential for providing reliable Wi-Fi coverage throughout your facility. Mobile users, laptops, and increasingly, devices like wireless Industrial Barcode Scanners or tablets used on the shop floor or warehouse rely on a robust wireless network to stay connected to Sage X3. Business-grade APs offer better coverage, handle more connected devices, provide stronger security features, and often include management tools not found in consumer-grade equipment.
While your network infrastructure is likely managed by your internal IT or an MSP, a good Sage X3 partner understands the network requirements of the software and can communicate these effectively.
They know that network latency or instability caused by inadequate infrastructure like using unmanaged switches or consumer-grade Wi-Fi can severely impact Sage X3 performance and the functioning of connected devices.
They should be able to provide guidelines on bandwidth, latency, and connectivity standards needed for optimal performance.
Questions to discuss regarding network:
- What are the minimum and recommended network specifications bandwidth, latency for users accessing Sage X3?
- How does network performance impact Sage X3 responsiveness, particularly for remote users or those using specific modules?
- Do you have experience troubleshooting Sage X3 performance issues related to the network?
- Can you provide guidance on network best practices for hosting or accessing Sage X3, including recommendations regarding Managed Gigabit Switches or Business-Grade Wireless Access Points?
- How do you ensure reliable connectivity for integrated devices like Industrial Barcode Scanners or Professional Document Scanners that send data over the network? What about connectivity to a Network Attached Storage Device?
Network Component | Sage X3 Relevance | Impact of Poor Quality | Importance for Integrated Systems |
---|---|---|---|
Managed Gigabit Switch | Provides high-speed wired backbone for servers, workstations, wired printers like a Thermal Transfer Label Printer, and Network Attached Storage Devices. Allows traffic prioritization. | Slow data transfer, network bottlenecks, poor application performance, unreliable connections for wired devices. | Essential for reliable data flow between Sage X3 servers, databases, and powerful workstations accessing the system or other resources like a Network Attached Storage Device. Critical for print servers for a Thermal Transfer Label Printer. |
Business-Grade Wireless Access Point | Provides reliable Wi-Fi for mobile users, laptops, wireless Industrial Barcode Scanners, tablets, etc. | Spotty coverage, dropped connections, slow wireless speeds, inability to use mobile devices effectively in the warehouse or on the shop floor. | Necessary for real-time data capture from mobile Industrial Barcode Scanners or accessing Sage X3 on tablets used for inventory counts or quality checks. Supports wireless printing to a Thermal Transfer Label Printer. |
Bandwidth/Latency | Speed and responsiveness of the connection between users/devices and the Sage X3 server/cloud instance. | Laggy interface, slow loading times, delays in processing transactions, issues with real-time data updates from devices. | Affects how quickly data from an Industrial Barcode Scanner or a Professional Document Scanner can be sent to Sage X3 and how quickly users see updates. Impacts printing speed to a Thermal Transfer Label Printer. |
Network Cabling | The physical wires connecting devices and switches. | Network errors, connection drops, limited speeds if not using appropriate cable types e.g., Cat 6 for Gigabit Ethernet. | Foundation for reliable wired connections to Managed Gigabit Switches. |
A partner who understands and can discuss the importance of robust network infrastructure like Managed Gigabit Switches and Business-Grade Wireless Access Points demonstrates an awareness of the real-world environment in which Sage X3 operates.
They know that software performance is inextricably linked to the quality of the underlying network.
Discussing their approach to managing essential peripherals like Thermal Transfer Label Printers.
Many businesses using Sage X3, particularly in manufacturing, distribution, or logistics, rely heavily on specific peripheral devices for daily operations.
Thermal Transfer Label Printers, used for printing shipping labels, product barcodes, inventory tags, or compliance labels, are a prime example.
While seemingly simple, ensuring these printers work correctly with Sage X3 involves specific configurations – printer drivers, label design software, print server setup, and ensuring Sage X3 generates the correct data format for the label.
A capable Sage X3 partner should understand how these essential peripherals fit into your business processes and be able to guide you on connecting and configuring them to work seamlessly with the ERP system. This includes:
- Driver Installation and Configuration: Ensuring the correct printer drivers are installed on the client workstations or print servers.
- Label Design: Providing guidance on or assisting with designing label formats using compatible software that can pull data from Sage X3.
- Print Server Setup: Configuring print queues and permissions if using a centralized print server which might connect via a Managed Gigabit Switch.
- Sage X3 Print Configuration: Setting up report destinations and print settings within Sage X3 to direct label printing to the correct Thermal Transfer Label Printer.
- Troubleshooting: Assisting with diagnosing and resolving common printing issues, such as incorrect label formats, data errors, or connectivity problems potentially related to the network infrastructure like a Business-Grade Wireless Access Point.
- Integration with Workflow: Ensuring that label printing is correctly triggered at the appropriate points in your Sage X3 workflows e.g., printing a shipping label when an order is confirmed, printing product labels after production is completed. This often relies on the data captured by other devices, like an Industrial Barcode Scanner used for inventory updates.
Peripheral Management Aspect | Partner’s Capability Check | Example of Expertise |
---|---|---|
Printer Compatibility | Do they have experience integrating common Thermal Transfer Label Printer brands Zebra, Honeywell, Intermec with Sage X3? | Can provide a list of compatible printer models and discuss specific configuration requirements for different brands. |
Label Integration | Can they help design labels or integrate label design software e.g., Loftware, BarTender with Sage X3 data? | Has experience using label design software to create templates that dynamically pull data product codes, lot numbers, quantities, addresses from Sage X3. |
Print Management | Do they understand print server configurations and network printing over a Managed Gigabit Switch or Business-Grade Wireless Access Point? | Can guide you on setting up dedicated print servers or configuring printers for network access to support high-volume label printing. |
Troubleshooting | Can they assist in diagnosing printing errors originating from Sage X3? | Provides troubleshooting steps for common issues like data not appearing correctly on labels or printers not responding, checking network connectivity to a Managed Gigabit Switch or Business-Grade Wireless Access Point. |
Workflow Integration | How is the print trigger configured within Sage X3 workflows? | Configures automatic label printing based on specific events in Sage X3 e.g., completing a shipment, receiving an item using an Industrial Barcode Scanner. |
A partner who pays attention to the details of integrating and supporting peripherals like Thermal Transfer Label Printers understands the full ecosystem required for your business to operate effectively using Sage X3. They recognize that getting the core ERP right is only part of the equation.
Ensuring all the connected pieces work harmoniously is key to operational success.
This also applies to managing the input side with devices like Industrial Barcode Scanners and Professional Document Scanners and where data might be stored on a Network Attached Storage Device.
Frequently Asked Questions
What exactly does a Sage X3 reseller do?
A Sage X3 reseller is your go-to partner for everything related to this ERP system.
Yes, they sell the software licenses, but that’s just the start.
They handle implementation, customization, training, and ongoing support.
Think of them as your pit crew for keeping your business engine running smoothly.
They’re there to make sure Sage X3 fits your unique needs and helps you crush your goals, potentially integrating data from an Industrial Barcode Scanner or ensuring smooth operation of a Thermal Transfer Label Printer.
Why can’t I just buy Sage X3 directly from Sage?
You technically can buy directly, but you’d be missing out on crucial services. Resellers bring industry-specific expertise and hands-on support that Sage doesn’t typically provide directly. They’re like specialized mechanics who know the ins and outs of your particular type of vehicle, ensuring Sage X3 performs optimally for your business. They also help with integrating essential hardware, like setting up an Industrial Barcode Scanner.
What makes one Sage X3 reseller “better” than another?
It boils down to expertise, experience, and fit. Look for a reseller with a deep bench of certified consultants, a proven track record in your industry, and a methodology that aligns with your business style. Do they really get your challenges, like integrating data from a Professional Document Scanner? Can they explain how to solve them in plain English? That’s a good sign.
How much does a Sage X3 implementation typically cost?
That’s like asking how much a house costs – it varies wildly.
The price depends on the complexity of your business, the scope of the implementation, the level of customization required, and the reseller’s rates. Be wary of lowball estimates.
A detailed assessment of your needs is crucial for an accurate quote.
How long does a Sage X3 implementation usually take?
Again, it depends.
A simple implementation might take a few months, while a complex, multi-site rollout can stretch to a year or more.
A good reseller will provide a realistic timeline based on your specific requirements and manage expectations accordingly.
What are the biggest risks in a Sage X3 implementation?
Scope creep, poor data migration, inadequate training, and choosing the wrong partner are major pitfalls.
Clear requirements, a solid blueprint, a disciplined project manager, and a partner with a proven methodology are your best defenses.
How important is industry experience when choosing a reseller?
Very important.
A reseller with experience in your industry will understand your unique challenges, speak your language, and be able to configure Sage X3 to meet your specific needs right out of the gate.
What questions should I ask potential Sage X3 resellers?
Dig deep! Ask about their implementation methodology, their team’s certifications, their experience with businesses like yours, their approach to data migration, and their post-go-live support.
Don’t be afraid to ask for references and case studies.
How do I know if a reseller truly understands my business needs?
They should ask a lot of questions about your operations, your pain points, and your goals. They should actively listen and demonstrate a genuine interest in understanding your unique challenges. If they’re just trying to sell you software without understanding your business, that’s a red flag.
What is “scope creep” and how do I avoid it?
Scope creep is when the project’s requirements expand beyond the original agreement, leading to delays and cost overruns.
To avoid it, define your requirements clearly upfront, stick to the blueprint, and have a formal change management process.
What is the best way to approach data migration to Sage X3?
Plan it meticulously. Cleanse your data before migrating it. Validate the migrated data thoroughly.
A good reseller will have a proven data migration methodology and the tools to help you succeed.
They might even advise on using a Network Attached Storage Device for staging the data.
How important is training for Sage X3 users?
Absolutely critical.
If your team doesn’t know how to use the system effectively, the implementation will fail to deliver its intended value.
Invest in comprehensive training tailored to different user roles.
What kind of ongoing support should I expect from a Sage X3 reseller?
Reliable access to expertise, timely issue resolution, regular updates, and proactive system health monitoring.
A good reseller will be there for you long after the implementation is complete.
What is a Service Level Agreement SLA and why is it important?
An SLA defines the level of service you can expect from the reseller, including response times for different types of issues.
It’s a guarantee of their commitment to providing timely support.
How can I measure the ROI Return on Investment of my Sage X3 implementation?
Identify key performance indicators KPIs before the implementation, and then track them after go-live.
Look for improvements in areas like order fulfillment time, inventory accuracy, and financial reporting efficiency.
What is the role of an Industrial Barcode Scanner in Sage X3?
An Industrial Barcode Scanner streamlines inventory management, receiving, shipping, and production tracking.
It automates data capture, reduces errors, and improves efficiency.
Make sure your reseller knows how to integrate scanners seamlessly with Sage X3.
How does a Professional Document Scanner integrate with Sage X3?
A Professional Document Scanner digitizes invoices, contracts, and other important documents, linking them to relevant transactions in Sage X3. This reduces paper clutter, improves document retrieval, and streamlines workflows.
What is a Thermal Transfer Label Printer used for in a Sage X3 environment?
A Thermal Transfer Label Printer generates barcode labels for products, shipments, and inventory.
Accurate labeling is essential for tracking items throughout your supply chain.
Your reseller should know how to configure Sage X3 to print labels correctly.
What is a Network Attached Storage Device and why might I need one with Sage X3?
A Network Attached Storage Device provides centralized storage for backups, documents, and other files related to your Sage X3 system.
It’s a good way to ensure data is safe and accessible.
What is a Managed Gigabit Switch and how does it improve Sage X3 performance?
A Managed Gigabit Switch is a high-speed network switch that allows you to prioritize network traffic, ensuring that Sage X3 and its connected devices have the bandwidth they need. This can improve performance and reduce latency.
What is a Business-Grade Wireless Access Point and why is it better than a regular router for Sage X3?
A Business-Grade Wireless Access Point provides more reliable and secure Wi-Fi coverage than a regular router, which is essential for mobile devices like Industrial Barcode Scanners and tablets used with Sage X3.
What is an Uninterruptible Power Supply UPS and why is it important for Sage X3?
An Uninterruptible Power Supply provides backup power in case of a power outage, preventing data loss and hardware damage.
It’s essential for keeping your Sage X3 system running smoothly.
How do I ensure data security in my Sage X3 implementation?
Implement strong passwords, restrict user access, encrypt sensitive data, and regularly back up your system.
Your reseller should be able to advise you on security best practices.
What is the best way to handle customizations in Sage X3?
Minimize customizations as much as possible. Stick to standard configurations whenever you can.
Customizations can make upgrades more difficult and expensive.
How often should I upgrade my Sage X3 system?
Stay current with the latest versions and patches.
Regular upgrades ensure you have the latest features, security updates, and performance improvements.
What is the cloud vs. on-premise deployment model for Sage X3?
Cloud deployment means Sage X3 is hosted on a remote server, while on-premise means it’s hosted on your own servers.
Cloud is generally more convenient and cost-effective, but on-premise gives you more control.
How do I choose the right deployment model for my business?
Consider your budget, technical expertise, security requirements, and data sovereignty needs.
A good reseller can help you weigh the pros and cons of each option.
What are the benefits of using Sage X3 over other ERP systems?
Sage X3 is known for its flexibility, scalability, and industry-specific functionality.
It’s a good choice for mid-sized to large businesses with complex operations.
How can I get a demo of Sage X3?
Contact a Sage X3 reseller.
They can provide a personalized demo that showcases the features relevant to your business.
What are some common mistakes to avoid during a Sage X3 implementation?
Underestimating the time and resources required, not involving key stakeholders, and failing to plan for change management are common pitfalls. A good reseller can help you avoid these mistakes.
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