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Sage X3

Learn how implementing Sage X3 with Cherry Bekaert empowers middle-market businesses to streamline operations and scale more effectively using industry-specific enterprise resource planning solutions. 

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Unlock Efficiency and Growth With Sage X3 Enterprise Resource Planning

In today’s fast-moving business environment, companies need more than just software; they need technology solutions that enable performance, agility, efficiency and long-term growth. That’s where Sage X3 comes in.

Designed for industries like manufacturing, consumer goods, and food and beverage, Sage X3 is a powerful enterprise resource planning (ERP) platform that helps businesses streamline operations, reduce waste and scale with confidence.

Whether you are entering new markets, optimizing internal processes or enhancing customer experiences, Sage X3 delivers the flexibility and real-time insights needed to support your goals. With both cloud or on-premises deployment options, Sage X3 adapts to your business model and evolves as your needs change.

At Cherry Bekaert, we go beyond implementation. Our team works closely with your team to align Sage X3 with your operational and financial objectives, enabling decisions based on real-time analytics and a system built for the future. We lead with a people-focused approach. Our approach is grounded in the operational needs of your business, so that the systems and processes are designed for and sustained by the people who use them. 

Sage X3 ERP Guidance That Drives Results

Implementing an ERP system is a significant step. Cherry Bekaert provides end-to-end support, from strategic planning and system selection to utilization and ongoing optimization. Our approach is grounded in a deep understanding of business operations and a commitment to delivering measurable results. 

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Sage X3: Benefits That Drive Performance

  • Scalability & Flexibility

    Sage X3 supports multi-entity and multi-location operations and adapts to new markets, currencies and regulations, allowing your business to scale and evolve without the need for system disruption. 

  • Real-time Visibility

    Access up-to-date financial and operational data to improve forecasting, manage costs and make faster, more informed decisions.

  • Automation & Responsiveness

    Automate key processes like inventory valuation and adapt quickly to changing market conditions with intelligent workflows, reducing manual effort and improving accuracy.  

  • Compliance

    Track every step of your product lifecycle with full lot traceability, helping you manage recalls and meet safety and regulatory requirements. 

  • Usability

    A modern, web-based interface makes Sage X3 intuitive and customizable, enabling teams to work more efficiently from any device. 

  • Control

    Integrated workflows and centralized data ensure consistency, accelerate task completion and support confident decision-making. 

  • Mobility 

    With full ERP functionality available on mobile, you can manage operations and respond to customers and make decisions from anywhere. 

  • Profitability

    Improve cashflow and reinvestment potential by enhancing forecasting, inventory management and cost control.

Our Sage X3 Services 

Assessments

We  assess your ERP environment to uncover inefficiencies and deliver strategic recommendations that optimize performance and align with your business objectives.

Selection 

We help you choose the right ERP system tailored to your business needs, allowing for optimal performance and scalable growth.

Implementation 

We provide a smooth ERP selection and deployment process, minimizing disruptions and seamlessly integrating the new system with your operations.

Customizations 

We boost ERP performance through training, support and ongoing optimization, helping your system evolve with your business and drive sustained growth.

Connect With a Sage X3 Consultant

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A Proven Path to Success With Sage X3

Businesses need solutions that drive measurable outcomes. Sage X3 empowers growing businesses with the agility, insight and control needed to scale efficiently and compete effectively. 
Organizations that successfully implement Sage X3 often achieve:

  • 35% reduction in inventory costs
  • 60% faster production cycle times
  • 32% reduction in administrative time
  • Return on investment in just 16 months after go-live

At  Cherry Bekaert, we simplify the ERP journey with a structured, result-driven approach. Whether you’re upgrading from a legacy system or implementing an ERP for the first time, our six-step process ensures clarity, confidence and business impact from day one.

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Implementation Timeline: Tailored to Your Business

With decades of ERP experience, Cherry Bekaert delivers more than software; we deliver transformation. Our team offers two implementation tracks to meet your needs:

Enterprise timeframe (90 – 180 days): Ideal for multi-site operations and complex environments, this fully customized approach includes deep integration support and tailored configurations. Pricing is based on scope and complexity.

Fast Start timeframe (60 – 90 days): Perfect for standard deployments, this streamlined option uses pre-configured industry templates to accelerate time-to-value while maintaining best practices.

Sage X3 Implementation Journey

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    Discovery & Needs Assessment

    We begin with a strategic consultation to understand your business goals, operational challenges, and accounting workflows — aligning Sage X3 with your unique needs.

  • Scope & Solution Design

    Next, we deliver a tailored Statement of Work that outlines your ideal solution architecture, integration requirements, and a clear roadmap for implementation.

  • Investment Proposal

    We provide a transparent, detailed proposal and roadmap covering licensing, services, support and implementation — aligned with your priorities and designed to deliver measurable value.

  • Deployment, Go-live & Beyond

    Once approved, we finalize the plan and configure Sage X3 to fit your business. We guide your team through testing, training and go-live, then stay engaged post-launch with ongoing support and optimization to foster long-term success.

Sage X3 Competitors

When shopping for an ERP, it’s important to consider all your options so that you can find the right fit for your needs and budget. Sage X3 helps countless businesses with its innovative tools, but it does have some competition. To see how Sage sets itself apart from the other accounting software products, check out:

  • Sage X3 vs. NetSuite: This ERP software is best suited for SMBs, and it can be installed or used via cloud-based storage. It offers a decent range of benefits and features; however, it is more expensive to implement than Sage.
  • Sage X3 vs. Epicor: With make-to-order or engineer-to-order requirements, Epicor may better serve distributors and manufacturers. If you require a specific solution for process manufacturing, stick with Sage.
  • Sage X3 vs. Infor: When compared to Sage’s complete ERP solution, Infor is much more specific. It is designed for discrete manufacturers with plans of three years or more to provide industry packs for various micro-verticals.
  • Sage X3 vs. Dynamics AX: While this ERP competes with Sage on price, it can only be used with a Windows platform. If you need to use Unix or Linux, Sage is a better option.
  • Sage X3 vs. SAP Business One: SAP is another expensive product, but it offers exceptional tools. You should consider which ERP has the features your business needs to function.

Industry-led Sage X3 ERP Solutions

Manufacturing

Optimize production processes, reduce waste and improve efficiency with specialized tools for:

  • Production Planning
  • Shop Floor Control
  • Quality Management
  • Cost Tracking
  • Materials Management
Learn More

Distribution

Streamline operations and enhance customer service with:

  • Advanced Warehouse Management
  • Order Processing Automation
  • Inventory Optimization
  • Demand Forecasting
  • Multi-site Management

Professional Services

Improve project profitability and resource utilization with:

  • Project Management
  • Resource Scheduling
  • Time and Expense Tracking
  • Project Accounting
  • Business Intelligence
Learn More

Food and Beverage

Enhance product quality, maintain compliance and streamline operations with:

  • Recipe and Formula Management
  • Batch and Lot Tracing
  • Quality Control and Compliance
  • Shelf-life and Expiration Management 
  • Production and Packaging Scheduling 
Learn More

Manufacturing

Optimize production processes, reduce waste and improve efficiency with specialized tools for:

  • Production Planning
  • Shop Floor Control
  • Quality Management
  • Cost Tracking
  • Materials Management
Learn More

Distribution

Streamline operations and enhance customer service with:

  • Advanced Warehouse Management
  • Order Processing Automation
  • Inventory Optimization
  • Demand Forecasting
  • Multi-site Management

Professional Services

Improve project profitability and resource utilization with:

  • Project Management
  • Resource Scheduling
  • Time and Expense Tracking
  • Project Accounting
  • Business Intelligence
Learn More

Food and Beverage

Enhance product quality, maintain compliance and streamline operations with:

  • Recipe and Formula Management
  • Batch and Lot Tracing
  • Quality Control and Compliance
  • Shelf-life and Expiration Management 
  • Production and Packaging Scheduling 
Learn More
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Sage X3 Modules

Sage X3 offers a variety of modules to help you get the most out of your accounting software. Check out add-ons, such as:

Schedule a Complimentary Evaluation

 

 

Premier Sage X3 Consultants That Drive You Forward

Cherry  Bekaert prides itself on offering top-tier services by focusing on: 

  • Tailored Strategies

    Our Sage team focuses on creating unique solutions for each business’s specific financial, operational and strategic goals.

  • Collaborative Experience

    Your team will work closely with our consultants to help tackle complex challenges and drive success.

  • Industry-specific Knowledge

    Cherry Bekaert specializes in a wide range of industries, including financial services, manufacturing, real estate and construction.

  • Technology-driven Solutions

    Integrate technologies, such as artificial intelligence and cloud ERPs, to create real-time analytics and improved decision-making.

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Case Study

Top 6 Financial Processes to Automate Using Sage Solutions

Discover the top financial processes to automate — billing, forecasting, expense tracking — and boost efficiency in your growing business.

Read More

Our Professionals

Connect With Us

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Roy Nicholson

Business Optimization Leader

Partner, Cherry Bekaert Advisory LLC

Dave Kerr headshot

Dave Kerr

ERP Sage Implementations Leader

Partner, Cherry Bekaert Advisory LLC

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Koray Ozturk

Enterprise Resources Planning - Sage

Partner, Cherry Bekaert Advisory LLC

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Paul White

Client Success – Sage

Managing Director, Cherry Bekaert LLC

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Sage X3 Frequently Asked Questions (FAQs)

Sage X3 is a comprehensive enterprise resource planning (ERP) solution designed for mid-sized businesses seeking to optimize operations, drive growth and enhance profitability. With powerful capabilities across financial management, manufacturing and distribution, Sage X3 delivers the tools you need to compete effectively in today's dynamic business environment. 

Sage X3 best serves mid-sized companies. While it offers tools and features for various industries, manufacturers and distributors stand to benefit the most from the product.

To successfully implement ERP Sage X3, it's important to understand the system's technical and functional requirements. This includes hardware specifications, software prerequisites, and infrastructure considerations to ensure optimal performance and scalability. Below provides some specifications:

Specification Requirements

  • Processor: Intel Xeon or equivalent
  • Memory: 16GB minimum, 32GB recommended
  • Storage: 100GB minimum for application
  • Operating systems supported:
    • Windows Server 2019/2022
    • Red Hat Enterprise Linux 8+

Other Client Requirements

  • Modern web browser (Chrome, Firefox, Edge)
  • 8GB RAM minimum
  • 1920x1080 screen resolution minimum
  • High-speed internet connection

If you want to find the perfect balance between big business ERP functionality and simplicity/affordability, then Sage X3 is a great choice for your business. It offers all the functions you need to successfully manage your business in one place. You can take care of everything from sales and finance to inventory and purchasing.

The price largely depends on your specific business needs and service requirements. You can contact a Cherry Bekaert Sage X3 team member for a more accurate quote.

One of the most significant benefits of Sage X3 is its open architecture. You get all the freedom and flexibility you need to adjust the software to meet your specific needs. You can choose your preferred operating system because it works well on Windows, Unix or Linux. You can also customize the database and network environment.

You can have the software downloaded and installed as a traditional on-premises ERP. If you want to simplify things, you can always opt for the cloud version.

Yes. You can see Sage X3 in action by taking an online interactive product tour. You will be able to see exactly how it functions and all the ways you can customize the software.

Contact Our Sage X3 ERP Consultants