The implementation of Sage X3 can lead to significant changes in processes, IT infrastructure, and current and future strategic goals. The methodology used is critical to how a company will adopt new technologies and how it will manage change across the enterprise.

SAGE X3 Implementations

With over 30 years' experience and more than 250 customers, we understand the importance of a well-orchestrated implementation. Our value-add lies with the knowledge and experience of our consultants who work closely with your team to develop and execute a comprehensive plan to deliver projects on time and on budget. Our professional services group (PSG) is not only responsible for implementing the Sage X3 solution but also providing Tangerine customers with optimization assistance on a regular basis. This includes training and reviewing business processes.

Our PSG team is well known for their “take ownership and accountability” attitude in everything they do and includes:

  • Account and Project Managers
  • Business Analysts
  • Application Specialists
  • Systems Analysts
  • Developers
  • EDI, Integration and Migration Specialists
  • Business Intelligence Specialists
  • Infrastructure / Hardware Experts

Tangerine Software’s Sage X3 implementation methodology is based on the following consulting services:

Project Management

Detailed planning and management of all activities are critical elements for a successful implementation. We work closely with your project manager to establish and execute an implementation plan that's best suited for your organization. Planning includes identifying key project team members, their roles and responsibilities, tasks to be performed, timelines, and critical milestones.

Infrastructure Review

Tangerine Software performs an in-depth analysis of your current IT infrastructure, where we review your hardware capacity, software, network, and its current configuration. As a result, Tangerine Software documents its findings, which might include a proposal for new or upgraded hardware and software.

In this step, the following systems must be carefully managed: the servers, WAN / LAN networks, connectivity, the procurement, installation, and maintenance of the hardware, system security for the prevention of outside intrusions, data backup procedures, and a disaster recovery plan.


Your core team project members will be introduced to Sage X3 through hands-on training sessions. The software will be configured to support the fundamental requirements of your business processes so that the training is meaningful to all users. It will be divided by functional areas of your organization, including finance, customer service, logistics, and manufacturing.

We believe strongly in a train-the-trainer approach, where the customer project team acquires sufficient knowledge to be able to then train end-users, with the support from Tangerine consultants, if required.

Business Process Review (BPR)

Tangerine Software and your project team will perform a systematic analysis of your company’s current business processes to determine if any changes are needed as well as what new processes may need to be implemented. A gap analysis is performed, where decisions are then made regarding the potential implementation of procedural workarounds or, if necessary, software customizations.


Most enterprise software implementations include integrations and interfaces to complementary business solutions. Tangerine’s team of system integrators has a breadth of expertise and a wealth of experience in bringing systems together. The integration process includes multiple testing scenarios to ensure a seamless and efficient implementation of the complete Sage X3 system and add-on solutions.

Conference Room Pilot (CRP)

This critical time of the implementation is when a day, week, and month-end in the life of your company's operations is exercised by your core project team, with assistance from Tangerine. It includes scripted testing of any new and revised business processes, software customizations and integrations, and reports and metrics needed for go-live. The CRP will confirm the overall functional fit of the Sage X3 solution, weeding out any discrepancies in your data or system. This first CRP is typically followed a week or two later by the execution of a second and final pilot. Final preparation for a successful go-live will then take place.

The main purpose of a CRP is to test the new system’s application function and the transactions generated as if they were being processed in your production environment. The validation of data is critical to the success of the CRP and the subsequent go-live. Important tasks to be completed include the following:

  • Simulated live run on all business processes before the cut-over
  • Validation of the integrity of all system transactions, software customizations, reports, and other crucial measures
  • Resolution of potential business process changes or issues before production cut-over
  • Conference Room Pilot sign-off by the customer and Tangerine

Go-Live Support

A Tangerine Software Sage X3 business analyst and a technical consultant will work closely with your team onsite and, or remotely during the first few weeks of go-live to ensure that the new system is fully operational and stable.

Post-Go-Live Optimization

Tangerine Software will continue to provide value-add consulting services beyond go-live to ensure that users are optimizing their use of Sage X3. Optimization sessions are typically held 3 to 6 months after go-live.


Our Sage X3 customer service team includes several highly trained and experienced technical and functional consultants. They provide timely, responsive support via Tangerine’s fully integrated and easy-to-use Web Support System, and phone. Our support classification system prioritizes issues by urgency, making sure that questions and problems are addressed and resolved quickly and effectively.