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Sage X3 Implementation

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How Mysoft approaches Sage X3 Implementation

With the benefits of a standardised delivery model in mind, Mysoft has adopted a two-stream delivery approach to ERP projects: Kickstart & Toolkit. Both of these follow a standardised process at their core, with Toolkit building on this standardised framework to deliver more sophisticated, and bespoke, solutions.

Our Sage X3 Implementation Methods

Implementing an ERP system is never the same twice, every business is different and needs an approach that respects that and works with the business – not against it.

Mysoft has two types of approaches to implementing Sage X3– a “standard” delivery and an “extended scope” delivery. Both approaches deliver amazing results but normally one is more suitable than the other. Depending on where you are coming from, what you want to bring with you, and how fast you want to go live will help dictate your choice.

Standard Delivery (Kickstart)

This is an “off the shelf” solution, pre-configured with industry best practice settings and ready to get going quickly. This approach works fantastically for businesses which may not have established formal business processes, are looking for a more efficient and streamlined approach to business, or simply a return to a more refined business management solution. 

Best for:

  • Rapidly growing businesses requiring quick implementation
  • Organisations without large IT teams
  • Looking to adopt industry best practice

Extended Scope Delivery (Toolkit)

This takes the “off the shelf” solution as a starting point and allows you to dive into the details in every area, allowing for more extensive configuration and a solution that more closely matches what your business looks like today. 

Most suited to:

  • Mature, process-driven businesses
  • Extensive line of business integrations
  • Bespoke software requirements

How long can a project take to deliver?

Every ERP implementation project is unique in its own merit as each client has a set different set of requirements, capabilities and data metrics. One can adopt, as a rough rule of thumb, a reasonable metric to estimate project timelines, however, it is noteworthy to mention that these are estimates without any prior knowledge of the project. For an accurate delivery time, please contact us.

Project management, which typically accounts for between 15% and 25% of a System Integrator’s time spent on an ERP project, is a concurrent activity.  It continues throughout the project and takes place alongside other services. 

Applications Consultancy (scoping, workshops, design, build, etc.) is typically delivered in a sequential fashion; with the component activities forming a ‘natural flow’ within a single subject (e.g. Finance, distribution, manufacturing, etc.) taking place from end to end.  This may run in an interspersed fashion with the other subjects, in order to ensure a holistic vision is appreciated of the operation, however typically each sub-phase will be completed before commencing the next (i.e. build is complete before testing can commence).  Therefore it is prudent to plan this as a sequential volume of days.  Applications consultancy makes up the bulk of any ERP project. 

Development typically takes place parallel to the project, running in its own stream; but will be contingent upon core system build for implementation to be completed. Therefore must be viewed as a “complexity factor”.  There is no metric for this, as is is based on a case-by-case requirement. 

Training typically takes place in waves throughout a project, and while other activities can theoretically take place at the same time it is traditional that training takes place at phases of the project which are lighter on other service provider activity (early days and pre-UAT) – therefore this is best planned sequentially. Training volumes range from project to project, but let’s estimate ~10% of a project is training.

Most businesses are trying to actually continue to run a business around an ERP project, not just engage in a systems deployment; and in many cases, the project team is not purely dedicated to the deployment of the project, but rather taking the project on alongside their core role.  As such, most businesses cannot absorb 20+ days of consultancy and training in any given month.  One may expect a load of around 10-12 days per month may be reasonable for a business to accommodate. 

Working on the basis that some data will need to be migrated over there will inevitably be a data cleansing exercise, which is always best performed by the business rather than the partner.  

If you have adequate resource to clean and format the data for migration in parallel to the build phase of the project then there is no reason for this to extend or delay the project.  However, high-quality data is required not only for go-live but also for UAT, therefore it is imperative that this is undertaken from as early a stage as possible in the project.  If large volumes are being migrated, inevitably longer activity times will be associated with this and therefore this has the risk of elongating the project. 

Standard Delivery Method

On the lower end of the scale using, a project can take 80 service days and delivery timelines of 6 months, to upper end of the scale of 140 service days and delivery timeline of 12 months.

Extended Scope Delivery Method

For extended scope delivery method, it is much more difficult to estimate the timeline, however as a rule of thumb, a project that requires minimal bespoke work, with fast UAT, and data migration can take from 9 Months, and will go up to 24 to 27 months.

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About The Sponsor

Avalara is a global tax compliance software provider helping businesses manage complex indirect tax requirements with greater accuracy and efficiency. Its solutions automate processes such as VAT, sales tax, and e-invoicing, reducing risk and administrative burden. With real-time data and regulatory updates, Avalara enables organisations to scale confidently while staying compliant.

Sessions

Thought Leadership Session

  • Scaling Internationally with Confidence: Navigating Tax and Compliance

Breakout Sessions

  • Managing Global Compliance in Practice: What’s Working for Sage Customers

Meet The Team

Oliver Howorth

Tax Technology Manager

Nick Cooper

Sales Executive

About The Sponsor

Sentis Managed Solutions is a UK-based IT services provider helping organisations maximise the value of their technology infrastructure. It delivers managed services, cybersecurity, cloud and hosting, and project management, ensuring systems remain secure, resilient, and high-performing. With a proactive, customer-focused approach, Sentis supports smooth operations and confident scalability.

Sessions

Thought Leadership Session

  • Data Governance & Cyber Resilience in an ever-changing world

Breakout Sessions

  • From Risk to Resilience: Four Tools to Fast-Track a Safer Business Environment

Meet The Team

Neil Homer

Owner & Co Founder

Amy Farrington

Business Development Manager

Ed Knox

Category Manager

About The Sponsor

Nectari is a global business intelligence and data management provider that delivers real-time insights for smarter decision-making. Its core solution, Sage Enterprise Intelligence (SEI), is fully integrated across the Sage ecosystem, branded as SEI for Sage X3 and Nectari for Sage Intacct, to enhance reporting, dashboards and analytics within each platform.

Sessions

Thought Leadership Session

  • From Dashboards to Decisions:
    How AI Copilots Are Rewiring Business Intelligence

Breakout Sessions

  • AI Copilot In Bi: What’s Working, What’s Not, and What’s Next?

Meet The Team

Christopher Nguyen

Business Development Manager

About The Sponsor

Sage is a global software company, supporting organisations worldwide through solutions such as Sage X3 and Sage Intacct, trusted by companies like yours. Mysoft has been a Sage business partner for over 20 years, providing implementation and ongoing support to customers, alongside specialist solutions that extend Sage platforms.

Sessions

Thought Leadership Session

  • Authentic AI In Sage Copilot

Breakout Sessions

  • Sage X3 Roadmap – Martin James – Cowdray Hall
    • Summary of R1 2026 and Sage X3 Roadmap
  • Sage Intacct Roadmap – Sarah Swift Room
    • Summary of R2 2026 and Sage Intacct Roadmap

Meet The Team

Martin James

Global Product Marketing

Rob Walker

Account Manager

Anna Lasko

Tech Partner Manager

About The Sponsor

X3CloudDocs, developed by Mysoft, is a cloud-based document automation suite for Sage X3. Its modules include Purchase Invoice Automation (PIA), Sales Order Automation (SOA), Electronic Document Management (EDM) & Email & Notification Automation (ENA), helping finance and operations teams reduce manual effort, improve accuracy, and gain better control over document-driven processes.

Sessions

General Talk

  • X3CloudDocs R1 Summary and Roadmap.

Breakout Sessions

  • Breakout One:
    • Smarter Alerts, Faster Action: Pre-Configured ENA Workflows
  • Breakout Two:
    • E-Invoicing Is Here: What It Means for X3 Users

Meet The Team

Brian Martin

R&D
Director

Paul Mincer

Product Manager

Archie Stevens

Software Engineer