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"Innovative Thinking" A Newsletter from Innovative IT Consulting In This Issue

November/December 2012

This is our holiday edition of Innovative Thinking. We wish all of our friends, associates and their families only the best for the season and the year to come. For those of you in the northeast, the legacy of Sandy is still with us as we all have been touched by this event.

Sage ERP X3 - Resolutions for success!

Get the New Year off on the right foot with these resolutions for best practices with X3 (and all ERP systems as a matter of fact!).

In the X3 eXpert's corner John Pellegrino gives you some safety tips on working with X3. Eliminate risk when working with X3. Don't miss John's column.

By Paul Sita, Principal, Innovative IT Consulting, LLC. Paul can be reached at 631-549-1685 or

As part of our holiday and year end message, we thought we would combine everyone's favorite pastime - with Sage Erp X3, or any ERP system for that matter. If you can get past January with one or more of these best practices you'll be ahead of the game!

Steady does it. when you ask users of ERP systems about their level of satisfaction, they invariably bring up a list of things they find frustrating, tedious or time consuming. I get it. It's all too easy to take for granted what the system does WELL. But when you probe into what they're doing about those areas of dissatisfaction, invariably the answer is - NOTHING. And in most cases, these features and functions could easily be improved - either by changing the business process or by a small change to the system. So, don't get frustrated and overreact. Keep a steady eye on what you need to improve your system.

Stay in touch. Another common cause of system inefficiencies is the gap between how management thinks the system is being used, and how the users are actually using it. Either the users have changed the business process to the way they think it should be, or they have adapted to how the system wants them to do things. The resolution here is to stay in touch with your users, have a regular review session, and you'll find system acceptance and efficiency will increase.

Keep Learning. The more you know about your ERP system, the more successful you can be with it. For Sage ERP X3 - make an effort to attend SAGE SUMMIT Attend the regular lunch and learn sessions, and of course join our Sage ERP X3 Worldwide Community on Linked In - The Largest On-Line Forum for X3 information in the world.

Take a Fresh Look. Although businesses only change systsems every 10 years or so, it's critical to take a fresh look each year - at enhancements and new add-ons and functionality that your system offers, as well as seeing what the competition is offering. This will help provide you with insight as to what is possible, where the software vendors are heading and what other customers are demanding.

Do something! The single biggest cause of dissatisfaction with ERP systems is the gap that is caused by business needs changing and the system remaining stagnant. So whatever your constraints, set a budget for system improvements each year and stick to it. It's like losing weight or running the marathon. After a period of time you'll look back and see how far you've come! Happy New Year!!!

ByJohn Pellegrino, Principal and Application Consultant, Innovative IT Consulting. John can be reached at 631-943-1469 or

Based on the title of this tip you might be thinking that this month's tip is about the Sage ERP X3 “Safe” Client, but that is not the case. I want to discuss making a choice in how you do something within X3. How you choose to do it can lead to a safer environment.

A World of Choices. We live in a world that is full of choices, which is a good thing, but you need to know the consequences of each so you can make an informed choice that is best for you. X3, in some cases, is no different. In the September, 2012 issue of our newsletter I wrote about changing an object so that you can personalize the left list. In X3, there are 2 functions that can be used to do this, GESAOC (under Parameters/Setup – General Parameters – Personalization on the “admin” menu) and GESAOB (under Development – Processes on the “admin” menu).

Limited, but Safe Choice. While using the GESAOC personalization function limits what you can do it is safer. Note that you can manipulate the data that shows in the left list and its order. You do not have to protect your changes with an activity code and your changes are not affected by any patch updates. Frankly, if you don’t know why this is safer then you probably shouldn’t have access to the other function, GESAOB. Or, if you do, you should let someone with development experience make the changes for you if there is something more sophisticated to be done. That’s why it is under the Development menu.

Safe Choice First. There are other things that can be personalized within the Personalization menu, such as screen layouts. Therefore, it is best to see if what you are trying to accomplish can be done within one of these functions. If so, do it there. If not, then make sure someone that has been trained in doing development does the changes for you – it’s safer that way.

"The best place to stay current with developments for Sage ERP X3. " (2 words)

G S E A   M T M S U I

_ _ _ _   _ _ _ _ _ _

Answer to last month's word scramble.

"A best practice followed by successful ERP Vendors and Customers alike." (PERSISTENCE)

Look for more X3 related content, including tips from new guest columnists. Plus, we're planning more interactive features and formats. If you have a specific topic you'd like us to cover, please let us know. Happy Holidays!! Enjoy!!! Please keep checking the INNOVATIVE WEB SITE for useful tips, and our newsletter archives.

Sage ERP X3- Resolutions for Success in 2013.

X3 eXpert's Corner. Making the Safe Choice.

Word scramble.


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