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CPA Magazine

2014 ERP Survey


Question

Tier

Ajera

Aplicor
Cloud Suite
7

Apprise

Adept
Business
Systems

Deltek

Aplicor

Apprise
Software

9.1A

7.1

7.4

Jean Gea

Andrew
Bates

Steve Clark

Brian
Siefkes

Suzanne
Kramer

David Krieg

425-2849088

604-7363741 119

503-6885773

561-3470300 1118

610-9913900

3rdwave
GCM

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

abas ERP

Blinco
Systems Inc.

abas
Software

Ability, LLC

3.1

2013

v2.2.0.5

4.1

Mike
Bostick

Donna
DeRosa

479-5217527

707-7747500 548

System information
Vendor name

Version no.

AccountMat
Softrak
e Software Acumatica
Systems Inc.
Corporation

Contact
Contact name

Contact phone no.

Contact email

Prepared by 180 Systems

Ned Blinick Alan Salton


416-5108800 234
eblinick@bli
nco.com

703-4442500

alansalton@
donnad@ac
steve.clark brian.siefkes
David.Krieg
jbostick@ab
jeang@acu abates@sof
skramer@a
abascountmate.c
@adept.co @axium.co
@apprise.co
ility585.com
matica.com trak.com
plicor.com
usa.com
om
m.au
m
m

CPA Magazine
2014 ERP Survey
Question

Website

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)
Ratio - average
implementation cost/licence
cost
Average implementation
cost ($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Ajera

Aplicor
Cloud Suite
7

Apprise

www.blinco. www.abas- www.ability www.accou www.acuma www.softra www.adept. www.axium. www.aplico www.appris
com
usa.com
585.com ntmate.com tica.com
k.com
com.au
com
r.com
e.com

NA
NA
NA

$2,900
25
$72,500

$100
9
$900

$3,150
20
$63,000

$400
60
$24,000

$3,000
3
$9,000

$4,400
40
$176,000

$450
40
$18,000

NA
NA
NA

NA
NA
NA

NA

0.25

0.25

0.5

NA

NA

NA

$72,500

$225

$15,750

$24,000

$4,500

$176,000

$18,000

NA

NA

NA

$145,000

$1,125

$78,750

$48,000

$13,500

$352,000

$36,000

NA

NA

Average annual fee / user ($)

$4,200

$1,440

NA

$3,600

$200

NA

NA

$393

NA

NA

Average no. of users


Average annual fees ($)

20
$84,000

25
$36,000

NA
NA

10
$36,000

60
$12,000

NA
NA

NA
NA

40
$15,720

NA
NA

NA
NA

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud Suite
7

Apprise

NA

NA

NA

NA

NA

$15,720

NA

NA

$63,382

NA

NA

$83,031

NA

NA

5,000

150

5,000

NA

2,200

NA

NA

19

3,500

150

5,000

NA

2,200

NA

NA

$92

NA

NA

NA

NA

NA

NA

NA

NA

NA

$92

NA

NA

NA

NA

NA

NA

NA

NA

Currentyearrevenue-all
systems - in Millions ($)

NA

$95

NA

NA

NA

NA

NA

NA

NA

NA

Currentyearrevenue-this
system - in Millions ($)

NA

$95

NA

NA

NA

NA

NA

NA

NA

NA

3rdwave
GCM

abas ERP

0.25

NA

0.25

NA

$21,000

$108,000

NA

$9,000

$12,000

$383,676

$258,718

NA

$164,433

19

3,300

19

3,300

Previousyearrevenue-all
systems - in Millions ($)

NA

Previousyearrevenue-this
system - in Millions ($)

Question

Average implementation
costs / average fees - year one
Average implementation
costs - year one ($)
NPV over 5 years (discount
rate of 5%) ($)
Vendor information
Customer information
No. of customers worldwide - all products
No. of customers worldwide - this product
Revenue ($US)

Company profile

Prepared by 180 Systems

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

CPA Magazine
2014 ERP Survey
Question

Budget for licence cost and


implementation services
> $300K
Between $50K and $300K
< $50K

Ajera

Aplicor
Cloud Suite
7

Apprise

Secondary
Primary
N/A

N/A
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

Secondary
Primary
N/A

N/A
N/A
N/A

Secondary

N/A

Secondary

N/A

Secondary

N/A

Primary

Primary

Primary

Primary

N/A

Secondary

N/A

Secondary

Secondary

Secondary

Secondary

N/A

N/A

Primary

N/A

None
None
None
None
None
None
None

Full
Full
None
None
None
None
None

Full
Partial
None
None
None
None
None

Partial
Partial
None
None
None
None
None

Partial
Full
Partial
Partial
Partial
None
Partial

None
None
None
None
None
None
None

None
None
None
None
None
None
None

None
Full
Full
Full
Full
Partial
Full

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Secondary
Primary
N/A

Primary
Primary
N/A

Secondary
Primary
Secondary

Secondary
Primary
Secondary

Secondary
Primary
N/A

N/A
Secondary
Primary

Primary
Secondary
N/A

Primary
Secondary
N/A

N/A
N/A
N/A

Secondary
Primary
Secondary

Primary
Secondary
N/A

Primary

Primary

Secondary

Secondary

Primary

Primary

Primary

Secondary

Primary

None
None
None
None
None
None
None

Partial
Full
Full
Full
Partial
Full
Full

Annual budget for software as


a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway

Prepared by 180 Systems

3rdwave
GCM

abas ERP

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Partial
Partial
Full
Full
None
Full
Full
Full
Full
Partial
None
Full
Partial
None
Full
Partial
None
None
Full
Full
Full
Full
Partial
None

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Partial
None
None
None
None
None
None
None
None
Partial
None
None
Full
None
None
None
Partial
None
Partial
Full
None
None
Full
None
Full
None
Full
None

Full
Partial
None
None
Full
None
Full
None
None
None
Partial
None
None
Full
None
None
None
Partial
None
None
Partial
None
None
None
None
Full
Full
None
Full

Full
None
None
None
None
None
None
None
None
None
Full
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Full
Full
Partial
Partial
Partial
Full
Partial
Full
None
Partial
Partial
Full
Partial
Partial
Partial
Full
Partial

Ajera

Aplicor
Cloud Suite
7

Apprise

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
None
Full
Partial
Full
Full
Full
Full
None
Full
Full
Full

CPA Magazine
2014 ERP Survey
Question

Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil

Prepared by 180 Systems

3rdwave
GCM

abas ERP

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
Full
Partial
Full
Full
Full
Full
Full
Full
None
Partial
Full
None
Full
Full
None
Full
Full
Full
Partial
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

Full
None
None
None
None
None
Full
None
None
Full
None
None
None
None
None
Partial
None
None
None
None
Full
None

Full
None
None
None
Full
None
Full
None
None
Full
Full
None
Full
None
None
None
Partial
None
None
Full
Full
Full

None
None
None
None
None
None
Full
None
None
Full
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None

None
Full
Full
Full
Full
Full

None
None
None
None
None
None

Full
Full
None
None
None
None

Full
Partial
None
None
None
None

None
None
None
None
None
None

Ajera

Aplicor
Cloud Suite
7

Apprise

Full
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Full
Partial
Partial
Partial
Partial
Partial

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

Full
Full
Full
Full
None
Full
Full
Full
Full
None
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Partial
Full
Partial
Partial
Partial
None

None
None
None
None
None
None

None
None
None
None
None
None

None
Full
None
None
None
None

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

CPA Magazine
2014 ERP Survey
Question

Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand

Prepared by 180 Systems

3rdwave
GCM

abas ERP

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
None
None
Full
Full
None
Full
Full
Full
None
None
Full
Full
None
None
None
Partial
None
None
Full
None
None
Full
Full

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
Partial
None
None
None
None
None
None
None
None
Partial
None
None
Full
None
None
None
Full
None
None
Full
None
None
Full
None
Full
None
Full

None
Full
Partial
None
None
None
None
Full
Full
Partial
None
Full
None
None
Full
None
None
None
Partial
None
None
None
None
None
None
None
Full
Full
None

None
Full
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Full
Full
Partial
Partial
Partial
Full
Partial
Full
None
Partial
Partial
Full
Partial
Partial
Partial
Full

Ajera

Aplicor
Cloud Suite
7

Apprise

None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
Full
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Language
Language support
Arabic
Chinese
Dutch

Prepared by 180 Systems

3rdwave
GCM

abas ERP

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
Full
None
Full
Full
None
Full
Full
Full
None
None
Full
None
Full
Full
None
None
Full
Full
None
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
Full
None
None
None
None
None
Full
None
None
Full
None
None
None
None
None
Partial
None
None
None
None
Full
None

Full
Full
None
None
None
Full
None
Full
None
None
Full
None
None
Full
None
None
None
None
None
None
Full
Full
Partial

None
None
None
None
None
None
None
Full
None
None
Full
None
None
None
None
None
None
None
None
None
None
Full
None

None
Full
None

Full
Full
Full

None
None
None

Full
Full
None

Full
Partial
Partial

None
None
None

Ajera

Aplicor
Cloud Suite
7

Apprise

Partial
Full
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Full
Full
Partial
Partial
Partial
Partial
Partial

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None

None
None
None

Partial
Partial
Partial

None
Full
None

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

CPA Magazine
2014 ERP Survey
Question

English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish

Apprise

Full
None
None
None
None
None
None
None
None
None

Full
None
None
None
None
None
None
None
None
None

Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial

Full
Full
Full
None
None
None
None
None
None
Full

Some

Minimal

N/A

N/A

N/A

Minimal
Some
Minimal
Primary
Primary
Secondary

Some
Minimal
Secondary
Some
Primary
Some

Secondary
Secondary
Some
Secondary
Primary
Some

N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
Minimal
Primary
Primary

N/A
N/A
N/A
Secondary
Primary
N/A

Primary

Some

Some

Primary

N/A

N/A

Primary

N/A
N/A

Primary
Primary

Primary
Secondary

Secondary
Secondary

Secondary
Some

N/A
N/A

N/A
N/A

N/A
N/A

N/A

N/A

Secondary

Minimal

Some

Primary

N/A

N/A

N/A

Minimal

Some

Secondary

Primary

Primary

Minimal

Primary

Secondary

N/A

abas ERP

Full
Full
None
None
None
None
None
None
Full
Partial

Full
Full
Full
None
Full
None
None
Full
Full
Full

Full
None
None
None
None
None
None
None
None
None

Full
Full
None
None
None
Full
None
None
None
Full

Full
Full
None
None
None
Partial
None
None
Partial
Full

Full
Partial
None
None
None
None
None
None
None
None

Minimal

N/A

Primary

Minimal

Some
Minimal
Secondary
Primary
Primary
Some

N/A
N/A
N/A
Primary
N/A
N/A

Primary
Primary
Primary
Primary
Primary
Primary

Some

N/A

N/A
N/A

Industry
Industry focus (NAICS)
11 Agriculture, forestry,
N/A
fishing and hunting
21 Mining
N/A
22 Utilities
N/A
23 Construction
N/A
31-33 Manufacturing
Primary
42 Wholesale trade
Primary
44-45 Retail trade
Primary
48-49 Transportation and
Secondary
warehousing
51 Information
N/A
52 Finance and insurance
N/A
53 Real estate and rental and
N/A
leasing
54 Professional, scientific,
N/A
and technical services

Prepared by 180 Systems

Ajera

Aplicor
Cloud Suite
7

3rdwave
GCM

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

CPA Magazine
2014 ERP Survey
Question

55 Management of
companies and enterprises
56 Administrative and
support and waste
management and remediation
services
61 Education services
62 Health care and social
assistance
71 Arts, entertainment and
recreation
72 Accommodation and food
services
81 Other services (except
public administration)
92 Public administration
Technology
Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL

Prepared by 180 Systems

Ajera

Aplicor
Cloud Suite
7

Apprise

Some

N/A

N/A

N/A

Some

Minimal

N/A

N/A

N/A

Some

Minimal

Minimal

N/A

N/A

N/A

Primary

Some

Secondary

Minimal

N/A

N/A

N/A

N/A

Primary

Some

Secondary

Primary

N/A

N/A

N/A

N/A

N/A

Primary

Some

Secondary

Primary

N/A

N/A

N/A

N/A

N/A

Some

Primary

Minimal

Primary

Primary

N/A

N/A

N/A

N/A

N/A

N/A

Primary

Minimal

Secondary

Some

N/A

N/A

N/A

Primary
Primary
N/A
N/A
N/A
Secondary
N/A
N/A
N/A
Primary

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

N/A

Minimal

Secondary

Primary

Secondary

Primary

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows
Mac OS (without Web
browser)
Software delivery
On premises (software is
installed and run on
customer's hardware)
On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Prepared by 180 Systems

Ajera

Aplicor
Cloud Suite
7

Apprise

Primary
-

N/A
N/A

N/A
-

Primary
-

Primary
Secondary
N/A
N/A
Secondary
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
Secondary
Primary

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Primary
Primary
Primary
Secondary
N/A
N/A
Secondary
Secondary

Primary

N/A

Secondary

Primary

Primary

Secondary

Primary

N/A

Primary

Primary

Primary

N/A

Primary

N/A

N/A

N/A

N/A

N/A

Secondary

N/A

Secondary

Primary

Primary

Primary

Primary

Primary

Primary

Primary

N/A

Primary

Primary

N/A

Primary

Primary

N/A

N/A

Primary

Primary

Primary

3rdwave
GCM

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

abas ERP

N/A
-

N/A
Secondary

N/A
-

N/A
N/A

N/A
-

N/A
N/A

Primary
Secondary
Secondary
Secondary
N/A
N/A
N/A
N/A
Primary

Primary
Primary
Primary
N/A
N/A
N/A
N/A
Primary
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary

Primary

N/A

N/A

Primary

Primary

Primary

N/A

Secondary

Primary

Secondary

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud Suite
7

Apprise

Secondary

Primary

Secondary

Primary

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Hosted (software is accessed


on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

Primary

Primary

Secondary

Primary

Primary

Secondary

General ledger

In current
release

In current
release

In current
release

In current
release

In current
release

Financial reporting

In current
release

In current
release

In current
release

In current
release

Accounts receivable

In current
release

In current
release

In current
release

In current
release

Applications
Financial

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Accounts payable

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

In current
release

In current
release

In current
release

Fixed assets

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Multicurrency

In current
release

In current
release

N/A

In current
release

Budgeting and forecasting

Distribution

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

In current
release

In current
release

Next Year

Workaroun
d

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

Workaroun
d

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Order processing

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Inventory

In current
release

In current
release

In current
release

In current
release

In current
release

Purchase order

In current
release

In current
release

In current
release

In current
release

Question

Warehouse management

Manufacturing

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Discrete

N/A

In current
release

In current
release

Process

N/A

Workaroun
d

In current
release

Make to stock

N/A

In current
release

In current
release

Make to order

N/A

In current
release

In current
release

Other

Prepared by 180 Systems

Ajera

Aplicor
Cloud Suite
7

Apprise

Workaroun
d

N/A

N/A

In current
release

Workaroun
d

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

Workaroun
d

N/A

N/A

In current
release

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting
3rd party
3rd party
using same
using
In current
tools and
different
release
database as tools than
primary
primary
system
system
3rd party
3rd party
using same
using
tools and
different
N/A
database as
tools than
primary
primary
system
system
3rd party
3rd party
using same
using
In current
tools and
different
release
database as tools than
primary
primary
system
system
3rd party
3rd party
using same
using
In current
tools and
different
release
database as tools than
primary
primary
system
system

CPA Magazine
2014 ERP Survey
Question

Service management

Professional services
automation

3rdwave
GCM

N/A

N/A

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

3rd party
using same
Workaroun tools and
d
database as
primary
system

In current
release

Workaroun
d

Project costing

N/A

In current
release

In current
release

Time billing

N/A

In current
release

In current
release

Prepared by 180 Systems

In current
release

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Minor
Modificatio
n

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

Canadian payroll

N/A

US payroll

N/A

HR

N/A

Contact management

N/A

Prepared by 180 Systems

abas ERP

3rd party
3rd party
3rd party
using same
using same using same
tools and
tools and
tools and
N/A
database as
database as database as
primary
primary
primary
system
system
system
3rd party
3rd party
3rd party
using same
using
using
tools and
different
In current
different
database as tools than
release
tools than
primary
primary
primary
system
system
system
3rd party
3rd party
3rd party
using same
using
using same
tools and
different
tools and
N/A
database as tools than database as
primary
primary
primary
system
system
system

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

In current
release

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Ajera

Aplicor
Cloud Suite
7

Apprise

Customer relationship
management

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Business intelligence

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Corporate performance
management

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

N/A

N/A

N/A

N/A

Construction

Prepared by 180 Systems

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
3rdwave
GCM

abas ERP

N/A

N/A

Retail

Workaroun
d

3rd party
using
different
tools than
primary
system

Document management

3rd party
using same
tools and
database as
primary
system

Question

Not-for-profit

Generic features
Ease of use
Consistent user interface
throughout the application
Shortcuts to specific
programs
Type ahead/autofill

Prepared by 180 Systems

In current
release
In current
release
In current
release

N/A

N/A

In current
release

In current
release

In current
release
In current
release

In current
release
In current
release
In current
release

N/A

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

N/A

N/A

N/A

Workaroun
d

N/A

N/A

Workaroun
d

N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

In current
release

In current
release

3rd party
3rd party
using same
using
tools and
different
database as tools than
primary
primary
system
system
3rd party
using same
tools and
In current
database as
release
primary
system

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release
In current
release
In current
release

In current
release
In current
release
Workaroun
d

In current
release
In current
release
N/A

In current
release
N/A
In current
release

In current
release
In current
release
In current
release

N/A
N/A
N/A

In current
release
In current
release
N/A

CPA Magazine
2014 ERP Survey
Question

User defined help

Only need a browser

Multiple criteria to find a


record
Global search
Screens on dual monitors
open at same time without
additional license
Customization

Add user-defined fields to


screen

Prepared by 180 Systems

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

3rd party
using same
tools and
database as
primary
system

In current
release

Minor
Modificatio
n

In current
release

In current
release

Next Year

N/A

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

3rd party
using
different
tools than
primary
system
In current
release
In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

Minor
Modificatio
n

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release
Workaroun
d

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Used in report selection and


ordering

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Without changing source


code

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

Platformforbusiness
partners to extend solution

N/A

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

Next Year

In current
release

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Multiple companies

Automatic balancing of
intercompany transactions

Prepared by 180 Systems

In current
release

In current
release

Minor
Modificatio
n

In current
release

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

CPA Magazine
2014 ERP Survey
3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Purchaseorderautomatically In current
becomes sales order
release

In current
release

In current
release

Question

In current
release

In current
release

Shareinventoryacross
separate companies

Minor
Modificatio
n

In current
release

Minor
Minor
Modificatio Modificatio
n
n

In current
release

Sharevendorsacross
separate companies

Minor
Modificatio
n

In current
release

Minor
Minor
Modificatio Modificatio
n
n

In current
release

In current
release

In current
release

Multiplecompaniesinsame
database and each company
can have a different home
currency
Multicurrency

Calculaterealizedgainsand
losses

Prepared by 180 Systems

Minor
Modificatio
n

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Major
Modificatio
n

3rd party
using same
Major
tools and
Modificatio
database as
n
primary
system
3rd party
using same
Major
tools and
Modificatio
database as
n
primary
system
N/A

In current
release

In current
release

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

Next Year

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

Next Year

3rd party
using same
tools and
database as
primary
system

In current
release

CPA Magazine
2014 ERP Survey
Question

Calculateunrealizedgains
and losses

Invoiceandpaymentin
different currencies

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Ajera

Minor
Modificatio
n

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Aplicor
Cloud Suite
7
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Apprise

In current
release

In current
release

Password security
By company
By menu

By function ( view, add,


change, delete)

By field

Prepared by 180 Systems

In current
release
In current
release

In current
release
In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A
N/A

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Question

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

By account code segment


(e.g., department)

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

By employee or by role

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

Workflow

Online review and approval


of transactions

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Alerts on pending and late


activities

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

Visual view of business


process

Next Year

In current
release

In current
release

Major
Modificatio
n

N/A

N/A

Next Year

In current
release

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

N/A

N/A

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Configurable without being a


programmer

Next Year

In current
release

In current
release

In current
release

In current
release

3rd party
using same
Minor
tools and
Modificatio
database as
n
primary
system

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

Next Year

In current
release

N/A

In current
release

N/A

Next Year

In current
release

N/A

N/A

Minor
Modificatio
n

In current
release

In current
release

Optimized UI for some


functions on iPhone

Next Year

In current
release

Next Year

In current
release

Next Year

N/A

In current
release

In current
release

N/A

In current
release

Optimized UI for some


functions on Android

Next Year

Next Year

Next Year

In current
release

Next Year

N/A

N/A

In current
release

N/A

In current
release

Generate emails with link


back to system for approval

Mobile Application

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

3rdwave
GCM

abas ERP

Optimized UI for some


functions on Blackberry

N/A

N/A

N/A

In current
release

Next Year

N/A

Optimized UI for some


functions on Microsoft
Windows Phone

N/A

Next Year

N/A

In current
release

Next Year

Question

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Cloud ready
Multitenant architecture

Next Year

N/A

N/A

SaaS delivery model

In current
release

In current
release

N/A

Hosted option

In current
release

In current
release

N/A

Browser support

Prepared by 180 Systems

Minor
Modificatio
n
In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Firefox

In current
release

In current
release

In current
release

Chrome

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Safari

Internet Explorer

Business intelligence
Report Writer

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Question

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Ad hoc - don't need a


programmer

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Uses same password security In current


as application
release

In current
release

In current
release

In current
release

In current
release

Dashboards

Includes metrics

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

N/A

In current
release

Includes graphs

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

N/A

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

In current
release

N/A

In current
release

In current
release

Next Year

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Includes to-do items

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Configurable without a
programmer

In current
release

In current
release

In current
release

In current
release

In current
release

Create OLAP cubes

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Built-in OLAP cubes

In current
release

In current
release

In current
release

In current
release

Question

OLAP

Financial
Analysis codes / reporting
structure

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Attach analysis codes to


general ledger account
segments. For example, attach
a region code to an account
segment for office

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Reporting structures that


allow rollups to any
dimension. For example, could
define a rollup from office to
province or state and then to
country
Analysis codes or reporting
structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction
Allocations

Based on percentage

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Based on actuals

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

In current
release

In current
release

In current
release

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

Next Year

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

Commitment accounting

Compare (actuals +
commitments) to budgets

In current
release

Minor
Prevent exceeding budget on
Modificatio
purchase order
n

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
In current
database as
release
primary
system
3rd party
using same
Minor
tools and
Modificatio
database as
n
primary
system

Consolidation

Create new entity and post


j/e's to it

Prepared by 180 Systems

Minor
Modificatio
n

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Minor
Modificatio
n

In current
release

N/A

In current
release

In current
release

In current
release

Minor
Source acct. can be different
Modificatio
than target acct.
n

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Across entities with different
Modificatio
fiscal year ends
n

In current
release

Minor
Modificatio
n

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Foreign currency translation

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Financial Reporting

Rows and columns can be


defined

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Multiple hierarchies

Drill-down to transaction
details

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Multiple budgets

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

Export actuals to Excel

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Format any part of report

Budgeting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Import budget from Excel

Compute budget using


formula

Exported data is formatted


and includes formulas

3rdwave
GCM

N/A

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Minor
Workaroun
Modificatio
d
n

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

N/A

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

Project accounting

Project can be updated by


any financial transaction

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

CPA Magazine
2014 ERP Survey
Question

Compare budget to actual

Span fiscal years

Project subledger (not


tracked in general ledger)

3rdwave
GCM

N/A

abas ERP

In current
release

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Ajera

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Aplicor
Cloud Suite
7
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Apprise

In current
release

In current
release

In current
release

Revenue recognition

Based on % complete

Prepared by 180 Systems

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Based on milestone
complete

3rdwave
GCM

N/A

abas ERP

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Budgeting and forecasting


Budget approval process

Multiple levels of approval

In current
release

In current
release

In current
release

Escalation rules

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Calculations

Excel-like formulas

Prepared by 180 Systems

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Wages and benefits


calculated based on rates in
payroll

Driver-based budgeting

Based on trends

Based on regression
smoothing techniques

Prepared by 180 Systems

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see


the results automatically

3rdwave
GCM
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

N/A

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Audit trail

Track changes/versions

In current
release

In current
release

In current
release

In current
release

In current
release

Summary of changes form


preceding forecast

Minor
Modificatio
n

In current
release

In current
release

Minor
Modificatio
n

N/A

Fixed assets
Setup

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Multiple books

3rdwave
GCM

In current
release

abas ERP

In current
release

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

N/A

N/A

Depreciation

Straight line

In current
release

In current
release

In current
release

Declining balance

In current
release

In current
release

In current
release

Half-year convention

3rd party
using
different
tools than
primary
system

In current
release

In current
release

Disposals

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Gain/loss calculation

In current
release

In current
release

Partial disposals

In current
release

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting
3rd party
using same
Workaroun tools and
d
database as
primary
system
3rd party
using same
Workaroun tools and
d
database as
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Integration
Fixed assets linked with
accounts payable - only need
to enter asset once

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

Preventive maintenance

Schedule maintenance based


on usage

Prepared by 180 Systems

N/A

In current
release

3rd party
using same
Minor
tools and
Modificatio
database as
n
primary
system

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Track all work done on asset

N/A

In current
release

Schedule maintenance

N/A

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting
3rd party
using same
In current
tools and
release
database as
primary
system
3rd party
using same
Minor
tools and
Modificatio
database as
n
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Distribution
Back orders

Back order preference by


customer

Back order fulfillment based


on customer priority

Prepared by 180 Systems

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

3rd party
using same
tools and
In current
database as
release
primary
system
3rd party
using same
Minor
tools and
Modificatio
database as
n
primary
system

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Back order fulfillment based


on order date

In current
release

In current
release

In current
release

Back order fulfillment based


on requested ship date

Back order fulfillment based


on a set of rules that include
customer preference, order
date and requested ship date

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

3rd party
using same
Minor
tools and
Workaroun
Modificatio
database as
d
n
primary
system

Available To promise

Date-sensitive view of
inventory demand and supply

Data collection

Prepared by 180 Systems

In current
release

In current
release

Workaroun
d

CPA Magazine
2014 ERP Survey
Question

Bar coding

3rdwave
GCM

abas ERP

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

N/A

N/A

In current
release

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting
3rd party
3rd party
using same
using
tools and
different
database as tools than
primary
primary
system
system

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Landed cost

Basedonstd.percentages

Based on actuals

Allocate actual invoice for a


landed cost component such
as freight to 1 PO or receipt

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Allocate actual invoice for a


landed cost component such
as freight to multiple PO's or
receipts

In current
release

In current
release

In current
release

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

In current
release

In current
release

N/A

N/A

In current
release

3rd party
3rd party
using same
using
Minor
tools and
different
Modificatio
database as tools than
n
primary
primary
system
system

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

EDI supported

Orderplacementand
acknowledgement

In current
release

In current
release

Picking

Wavepicking

Pallet, case and unit picking

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system
3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

System directs pickers to


location in warehouse

3rdwave
GCM

In current
release

abas ERP

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Put away

Pallet,caseandunitput
away

Systemselectsthebest
location

In current
release

In current
release

In current
release

Minor
Workaroun Workaroun
Modificatio
d
d
n

3rd party
using same
tools and Workaroun
database as
d
primary
system

In current
release

Workaroun
d

Minor
Modificatio
n

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Requisitions
Convert requisition into a
purchase order

In current
release

Minor
Consolidate requisitions into
Modificatio
purchase orders
n

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

CPA Magazine
2014 ERP Survey
Question

Approval process

3rdwave
GCM

In current
release

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

Next Year

In current
release

N/A

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

N/A

N/A

RMA tracking

Reasoncodes

In current
release

Serial no. and lot tracking

Trackhistoryofall
movements

In current
release

In current
release

In current
release

In current
release

Manufacturing
Type supported

Process (EG food)

Prepared by 180 Systems

N/A

Minor
Modificatio
n

In current
release

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

CPA Magazine
2014 ERP Survey
Question

Repetitive (EG consumer


electronics)

3rdwave
GCM

N/A

abas ERP

In current
release

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

In current
release

Make to stock (EG consumer


household goods)

N/A

In current
release

In current
release

In current
release

Assemble to order (EG


personal computers)

N/A

In current
release

In current
release

In current
release

Make to order (EG complex


custom products)

N/A

In current
release

In current
release

In current
release

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Engineer to order (e.g., ship


building)

3rdwave
GCM

N/A

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

3rd party
3rd party
using same
using
tools and
different
database as tools than
primary
primary
system
system

N/A

N/A

N/A

In current
release

MRP
Based on bill of materials,
Minor
inventory availability,
Modificatio
seasonality, trends and orders
n

Generate suggested PO

In current
release

In current
release

In current
release

3rd party
using same
In current
tools and Workaroun
release
database as
d
primary
system
3rd party
3rd party
using same using same
Workaroun tools and
tools and
d
database as database as
primary
primary
system
system

Scheduling

Generate production orders

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Based on resource capacity


of labour and equipment

N/A

In current
release

In current
release

In current
release

Based on grouping jobs to


minimize setup

N/A

In current
release

Workaroun
d

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and Workaroun
database as
d
primary
system

Graphical view - drag and


drop production orders

N/A

In current
release

N/A

Ajera

Aplicor
Cloud Suite
7

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Apprise

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Shop floor data collection

Data collection by bar codes


for labour and materials

Prepared by 180 Systems

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

Minor
Modificatio
n

CPA Magazine
2014 ERP Survey
Question

Record any downtime with


reason code

Based on PLC
(programmable logic
controller)

3rdwave
GCM

abas ERP

N/A

In current
release

N/A

In current
release

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting
3rd party
using same
In current
tools and
release
database as
primary
system
3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system

N/A

N/A

N/A

N/A

Ajera

N/A

Aplicor
Cloud Suite
7

Apprise

N/A

Minor
Modificatio
n

N/A

N/A

N/A

N/A

Minor
Modificatio
n

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

Quality control

Track nonconformance

Graph results by month over


year

Misc

Prepared by 180 Systems

N/A

In current
release

N/A

In current
release

3rd party
using same
In current
tools and Workaroun
release
database as
d
primary
system
3rd party
using same
Workaroun tools and Workaroun
d
database as
d
primary
system

CPA Magazine
2014 ERP Survey
Question

Reverse bill of materials for


disassembly

Colour size matrix for


apparel manufacturing

Engineering change
management

Multisite production - plan


across locations

Prepared by 180 Systems

3rdwave
GCM

abas ERP

Next Year

In current
release

Next Year

Workaroun
d

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

In current
release

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

Minor
Minor
Modificatio Modificatio
n
n

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

Next Year

In current
release

In current
release

3rd party
using same
Minor
tools and
Modificatio
database as
n
primary
system
3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

CPA Magazine
2014 ERP Survey
Question

Configurator

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting
3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Professional services
Flexible invoicing

Can add any text to invoice

Time and material

Fixed fee

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Percentage complete

Cost plus

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Minor
Modificatio
n

In current
release

In current
release

Minor
Minor
Modificatio Modificatio
n
n

In current
release

In current
release

In current
release

In current
release

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

In current
release

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

Scheduling

Based on availability

Match skills

Match employee
preferences

Timesheets

Prepared by 180 Systems

N/A

In current
release

In current
release

N/A

In current
release

Workaroun
d

N/A

In current
release

Workaroun
d

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

N/A

N/A

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

1 week at a time

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Note field for each


project/day

N/A

In current
release

In current
release

In current
release

In current
release

Identify overtime

N/A

In current
release

In current
release

In current
release

Workaroun
d

3rd party
using
different
tools than
primary
system

Question

Web-based data entry

Prepared by 180 Systems

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

PDA-enabled

Can enter off-line and


synchronize

3rdwave
GCM

N/A

In current
release

Workaroun
d

N/A

In current
release

Major
Modificatio
n

Can prepopulate timesheet


based on project assignments

N/A

Could enter time for a


project, phase and task

N/A

Prepared by 180 Systems

abas ERP

Minor
Minor
Modificatio Modificatio
n
n

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

3rd party
3rd party
using
using
different
In current
different
tools than
release
tools than
primary
primary
system
system
3rd party
using
Minor
different
In current
Modificatio
tools than
release
n
primary
system
3rd party
3rd party
using
using same
different
tools and
In current
tools than database as
release
primary
primary
system
system
3rd party
3rd party
using
using same
different
tools and
In current
tools than database as
release
primary
primary
system
system

CPA Magazine
2014 ERP Survey
Question

Different (lower) cost/user


for timesheet and expense
module

3rdwave
GCM

abas ERP

N/A

3rd party
using same
tools and
database as
primary
system

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

N/A

3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

N/A

N/A

N/A

N/A

Minor
Modificatio
n

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Expense Reporting

Calculations such as km's *


rate

Maximums per day

N/A

In current
release

N/A

Minor
Modificatio
n

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

WIP

Maintain WIP history

Prepared by 180 Systems

Next Year

In current
release

CPA Magazine
2014 ERP Survey
Question

Generate bill from WIP

Write-downs or write-ups

3rdwave
GCM

Next Year

N/A

abas ERP

In current
release

In current
release

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Revenue Recognition

Based on hours booked *


rate

Based on % complete

Prepared by 180 Systems

N/A

In current
release

In current
release

N/A

In current
release

Workaroun
d

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Subscription revenue is
deferred and recognized
monthly

Based on milestone
complete

3rdwave
GCM

N/A

N/A

abas ERP

In current
release

In current
release

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Major
Modificatio
n

Workaroun
d

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

Minor
Workaroun
Modificatio
d
n

In current
release

N/A

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

Workflow
Electronic approval of
timesheets and expense
reports

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

Prepared by 180 Systems

N/A

In current
release

In current
release

N/A

Minor
Modificatio
n

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Alert if timesheet not


completed on time

3rdwave
GCM

N/A

abas ERP

Minor
Modificatio
n

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

3rd party
using
different
tools than
primary
system

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

In current
release

N/A

In current
release

N/A

N/A

Minor
Modificatio
n

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Misc
Revenue and costs
transferred between divisions
automatically when an
employee in one division
works for another division

N/A

In current
release

In current
release

2-way integration with


Microsoft Project

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

Minor
Modificatio
n

Pass through charges from


A/P to client

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Charge customer for


equipment usage

Change orders

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

N/A

In current
release

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

Next Year

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Construction
Estimating
Estimates based on building
statistics such as no. of suites
and historical rates

N/A

Detailed estimates based on


take-offs that Include floor
area, drywall and appliances

N/A

Budgeting

Prepared by 180 Systems

3rd party
using same
Minor
In current
tools and
Modificatio
release
database as
n
primary
system
3rd party
using same
Minor
Workaroun tools and
Modificatio
d
database as
n
primary
system

CPA Magazine
2014 ERP Survey
Question

Maintain budget that


includes change orders and
commitments

3rdwave
GCM

N/A

abas ERP

In current
release

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

3rd party
using same
tools and
database as
primary
system

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Collaboration With Trades

Bids online

N/A

Minor
Modificatio
n

N/A

Bids via spreadsheet

N/A

In current
release

N/A

N/A

Minor
Modificatio
n

N/A

Track status of activities to


be completed by trades

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Alerts if late

3rdwave
GCM

N/A

abas ERP

Minor
Modificatio
n

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

3rd party
using same
tools and
database as
primary
system

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

Scheduling
Generate schedule based on
start date, lag time between
activities and dependencies

N/A

In current
release

In current
release

Update schedule as work


gets completed

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Billing

By % complete

Prepared by 180 Systems

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

By milestone

3rdwave
GCM

N/A

abas ERP

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Service management
Service calls

N/A

In current
release

Escalations if work not done


on time

N/A

Minor
Modificatio
n

Track service history by serial


no.

N/A

In current
release

Date and time stamping

Prepared by 180 Systems

3rd party
3rd party
using
using same
different
tools and
In current
tools than database as
release
primary
primary
system
system
3rd party
3rd party
using
using same
Minor
different
tools and
Modificatio
tools than database as
n
primary
primary
system
system
3rd party
using same
Minor
In current
tools and
Modificatio
release
database as
n
primary
system

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Generate quote for


customer

Generate work order

Generate invoice for work


done and inventory used

3rdwave
GCM

abas ERP

N/A

In current
release

N/A

In current
release

N/A

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting
3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system
3rd party
using same
In current
tools and
release
database as
primary
system
3rd party
using same
In current
tools and
release
database as
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Scheduling / Dispatching

Manually assign resources

Prepared by 180 Systems

N/A

In current
release

In current
release

3rd party
using same
tools and Workaroun
database as
d
primary
system

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Automatically assign
resources based on skills and
availability

3rdwave
GCM

N/A

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

3rd party
using same
Workaroun tools and
d
database as
primary
system

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
using same
Minor
tools and
In current
Modificatio
database as
release
n
primary
system
3rd party
using same
Minor
tools and
In current
Modificatio
database as
release
n
primary
system
3rd party
using same
Minor
Minor
tools and
Modificatio
Modificatio
database as
n
n
primary
system

N/A

N/A

N/A

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Self service by client

Check status

N/A

Log problem

N/A

Access to information to
resolve problem

Human Resources
Recruitment

Prepared by 180 Systems

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Web based

Automated screening based


on keywords or qualifications

3rdwave
GCM

N/A

N/A

abas ERP

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

N/A

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

Employee administration
Pictures attached to
employee and available for
view by employees that have
access

Self serve over the Internet

Prepared by 180 Systems

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

Minor
Modificatio
n

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Generate work flow approval


on change of certain
information

Skills and degrees

3rdwave
GCM

abas ERP

N/A

3rd party
using
different
tools than
primary
system

N/A

Maintain history of
compensation and ratings

N/A

Record company assets


including keys, Blackberries,
laptops given out to
employees

N/A

Leave of absence
administration

Prepared by 180 Systems

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

Minor
Modificatio
n

N/A

N/A

N/A

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

Workaroun
d

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

Minor
Modificatio
n

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

CPA Magazine
2014 ERP Survey
Question

Able to view the various


absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

Absence approval process

3rdwave
GCM

N/A

N/A

abas ERP

In current
release

In current
release

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting
3rd party
using same
Minor
tools and
Modificatio
database as
n
primary
system
3rd party
using same
Minor
tools and
Modificatio
database as
n
primary
system

Ajera

Aplicor
Cloud Suite
7

Apprise

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

Performance Management

Maintain Job Descriptions


and attached to employees

N/A

Workaroun
d

In current
release

Track performance review


process - dates, ratings

N/A

Workaroun
d

In current
release

Benefit Administration

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

Benefit plans and deductions


- family vs. single, LTD, Life
Insurance, etc.

N/A

Eligibility dates for benefits

N/A

abas ERP

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

N/A

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

Training Administration

Employee update courses


online

N/A

Workaroun
d

N/A

Registration for internal


courses by employees

N/A

Workaroun
d

N/A

Document management
Integration

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Attach multiple documents


to any transactions in the
system

In current
release

In current
release

In current
release

In current
release

In current
release

Attach multiple documents


to any master files (such as
customer or supplier) in the
system

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Change Control

Optionally check in and out

Email alerts if changed

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Versioning

3rdwave
GCM

In current
release

abas ERP

In current
release

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Approvals

Approval process

Based on same tools as


approving transactions

Show status of document

Search

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Search on file names

Search for embedded text

Search for key words

3rdwave
GCM
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

abas ERP

Ajera

Aplicor
Cloud Suite
7

Apprise

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CRM
Applications

Contact Management

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Sales force automation

Marketing automation

Service management

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

N/A

In current
release

Minor
Modificatio
n

In current
release

In current
release

N/A

N/A

N/A

In current
release

Minor
Modificatio
n

In current
release

N/A

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

Minor
Modificatio
n

In current
release

Major
Modificatio
n

3rd party
using
different
tools than
primary
system

Ajera

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Aplicor
Cloud Suite
7

N/A

N/A

Apprise

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

In current
release

eCommerce
Customer portal

Customers can place order


online

Prepared by 180 Systems

Next Year

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Order confirmation includes


a link to secure customer
portal

Customer can check order


status online

Link to carrier's website and


view status of shipment based
on tracking no.

3rdwave
GCM

abas ERP

Ajera

Aplicor
Cloud Suite
7

Apprise

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

Next Year

In current
release

Major
Modificatio
n

Next Year

In current
release

Major
Modificatio
n

Next Year

In current
release

Major
Modificatio
n

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

In current
release

In current
release

Minor
Modificatio
n

3rd party
using
different
tools than
primary
system

Minor
Modificatio
n

N/A

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

3rdwave
GCM

abas ERP

AccountMat Acumatica
Adagio
Ability 585
Adept ERP
e for SQL Cloud ERP Accounting

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Ajera

Aplicor
Cloud Suite
7

Apprise

Minor
Modificatio
n

N/A

N/A

N/A

N/A

In current
release

Minor
Modificatio
n

N/A

N/A

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Tier

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Connected
BST
Accounting
Enterprise
& ERP
2

Control

Corecon
Constructio
n Software

CTRL

Accountek
Solutions
Inc.

Cincom

7.1

2010

System information
Vendor name

Version no.

Blue Link
Aquilon
Aria
BizAutomati
Bluebee
Associates
BST Global
Software Inc Systems Inc. on.com
Software Inc
Limited

3.5

4 XP

Philip
Patton

Omar
Ramadan

604-3174339

212-7141334

Q3-2014

13

4b.09

8.4

Corecon
Technologie Pierre Aubin
s Inc

8.36

Contact
Contact name

Contact phone no.

Contact email

Prepared by 180 Systems

Carl Zaldivar Mark Canes


310-9878618

905-6600599 223

Denys
Eden ScottDevin Prater
tony matic
Normandin
Reid
514-3515555 224

813-8863300

888-6785856 227

905-2814225

Ian
Pierre Aubin
Broadfoot
800-6308813

888-4632875

phil.patton marketing@ carl@bizaut


dnormandin
mark@bluel
dprater@bs eden@acco tmatic@cinc ian@meridi sales@ctrl.c
@aquilon.bi ariasystems. omation.co
@bluebeeso
ink.ca
tglobal.com untek.com
om.com ancms.com
om
z
biz
m
ftware.com

CPA Magazine
2014 ERP Survey
Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

Aquilon ERP

Website

www.aquilo
http://www
www.blueb
www.ariasy
www.blueli
www.bstglo www.accou www.cinco www.corec www.ctrl.co
nsoftware.c
.bizautomati
eesoftware.
stems.biz
nkerp.com
bal.com
ntek.com
m.com
on.com
m
om
on.com
com

Average annual fee / user ($)


Average no. of users
Average annual fees ($)

Prepared by 180 Systems

Control

Corecon
Constructio
n Software

Question

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)
Ratio - average
implementation cost/licence
cost
Average implementation
cost ($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)

bluebee

Connected
BST
Accounting
Enterprise
& ERP

CTRL

$2,000
8
$16,000

$3,000
10
$30,000

NA
NA
NA

$1,250
15
$18,750

$3,000
25
$75,000

NA
NA
NA

$600
10
$6,000

$1,700
75
$127,500

NA
NA
NA

$1,350
12
$16,200

1.25

0.5

NA

1.25

0.75

NA

0.25

NA

0.25

$20,000

$15,000

NA

$23,438

$56,250

NA

$1,500

$127,500

NA

$4,050

$36,000

$45,000

NA

$42,188

$131,250

NA

$7,500

$255,000

NA

$20,250

$800

$600

$850

$1,000

$1,200

NA

NA

NA

$720

NA

8
$6,400

5
$3,000

15
$12,750

10
$10,000

25
$30,000

NA
NA

NA
NA

NA
NA

3
$2,160

NA
NA

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

NA

NA

0.75

NA

NA

NA

NA

$1,620

NA

$172,741

NA

NA

NA

$10,895

NA

580

65

NA

950

2,000

NA

990

2,000

555

50

NA

950

100

NA

220

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA

Currentyearrevenue-all
systems - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA

Currentyearrevenue-this
system - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

0.25

0.25

1.5

1.5

NA

$19,200

$750

$3,188

$15,000

$45,000

$45,994

$13,703

$58,237

$57,580

106

NA

2,000

106

NA

Previousyearrevenue-all
systems - in Millions ($)

NA

Previousyearrevenue-this
system - in Millions ($)

Question

Average implementation
costs / average fees - year one
Average implementation
costs - year one ($)
NPV over 5 years (discount
rate of 5%) ($)
Vendor information
Customer information
No. of customers worldwide - all products
No. of customers worldwide - this product
Revenue ($US)

Company profile

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Budget for licence cost and


implementation services
> $300K
Between $50K and $300K
< $50K

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A
N/A
Primary

Primary
Secondary
N/A

N/A
N/A
N/A

N/A
Secondary
Primary

N/A
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

N/A
Secondary
Primary

Secondary
Primary
N/A

Secondary

N/A

N/A

Primary

N/A

N/A

Secondary

Primary

N/A

N/A

Secondary

Secondary

Primary

Primary

Primary

Secondary

N/A

Primary

N/A

Primary

Secondary

None
Full
None
None
None
None
None

None
Partial
None
None
None
None
None

None
None
None
None
None
None
None

Partial
Full
None
None
None
None
None

None
None
None
None
None
None
None

Partial
Full
Full
Partial
Partial
None
None

None
Partial
None
None
None
None
None

None
None
None
None
None
None
None

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Secondary
Primary
Primary

Secondary
Primary
Primary

N/A
N/A
N/A

N/A
Secondary
Primary

Secondary
Primary
N/A

N/A
N/A
N/A

Secondary
Primary
Secondary

Secondary
Primary
Primary

Secondary
Primary
Primary

N/A
Primary
Secondary

Primary
Secondary
N/A

Secondary

Secondary

Secondary

N/A

Primary

Primary

Primary

Primary

Primary

None
None
None
None
None
None
None

Partial
None
Partial
Partial
Partial
None
Partial

Annual budget for software as


a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway

Prepared by 180 Systems

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
None
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
Partial
None
Partial
Full
Partial
Partial
None

Full
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
None
None
None
None
None
None
Partial
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None

Connected
BST
Accounting
Enterprise
& ERP
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Control

Corecon
Constructio
n Software

CTRL

Full
None
Partial
None
None
None
None
Full
Full
None
Partial
None
Full
None
None
None
None
None
None
None
Partial
None
None
None
None
None
Full
None
None

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil

Prepared by 180 Systems

Connected
BST
Accounting
Enterprise
& ERP

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
Partial
Partial
Partial
Partial
Partial
None
Partial
Partial
None
None
Partial
Partial
Partial
Partial
None
None
Partial
None
Full
Full
None

None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

Full
None
None
None
None
None

None
None
Partial
Partial
Partial
None

None
Full
None
None
None
None

None
Full
None
None
None
None

None
None
None
None
None
None

None
None
None
None
None
None

Control

Corecon
Constructio
n Software

CTRL

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None

None
None
None
None
None
None

None
Full
Partial
Partial
Partial
Partial

None
Full
None
None
None
None

None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand

Prepared by 180 Systems

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Partial
Full
None
None
Partial
Partial
Partial
Partial
Partial
Partial
Partial
None
Partial
None
None
Partial
None
Partial
None
None
None
None
Partial
Partial
None
Partial
Full
Partial
None

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Connected
BST
Accounting
Enterprise
& ERP
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Control

Corecon
Constructio
n Software

CTRL

Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Language
Language support
Arabic
Chinese
Dutch

Prepared by 180 Systems

Connected
BST
Accounting
Enterprise
& ERP

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
Partial
None
None
Partial
None
Partial
Partial
None
None
Partial
Partial
Partial
Partial
None
None
Partial
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None

Full
None
None

None
None
None

None
None
None

Partial
None
None

None
None
None

Control

Corecon
Constructio
n Software

CTRL

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Full
Partial

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None

None
None
None

Partial
Partial
Partial

None
None
None

None
None
None

CPA Magazine
2014 ERP Survey
Question

English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish

Control

Corecon
Constructio
n Software

CTRL

Full
None
None
None
None
None
None
None
None
None

Full
Full
Partial
None
Partial
Partial
Partial
Partial
Partial
Partial

Full
None
None
None
None
None
None
None
None
None

Full
Full
None
None
None
None
None
None
None
None

N/A

N/A

N/A

N/A

Some

Some
N/A
N/A
Primary
Primary
Some

N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
Primary
Primary
Primary
N/A

N/A
N/A
Some
Primary
N/A
N/A

N/A
N/A
Primary
N/A
N/A
N/A

N/A
Primary
Primary
Secondary
Secondary
Secondary

N/A

Minimal

N/A

Some

N/A

N/A

Secondary

Primary
Primary

N/A
N/A

Minimal
N/A

N/A
N/A

N/A
Primary

N/A
N/A

Some
N/A

Primary
Primary

N/A

Primary

N/A

N/A

N/A

Some

N/A

N/A

Some

N/A

Primary

Some

N/A

Primary

Primary

Some

Secondary

Primary

Aquilon ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Full
None
None
None
None
None
None
None
None
None

Full
None
None
None
None
None
None
None
None
None

Full
None
None
None
None
None
None
None
None
None

Full
Partial
None
None
None
None
None
None
None
Partial

Full
Full
None
None
Partial
None
None
None
None
None

Full
None
None
None
None
None
None
None
None
None

N/A

Some

N/A

Some

N/A
N/A
N/A
Primary
Primary
Secondary

Minimal
Some
Secondary
Primary
Primary
Primary

N/A
N/A
Minimal
Minimal
Primary
Secondary

Primary

Primary

N/A
N/A

Industry
Industry focus (NAICS)
11 Agriculture, forestry,
Primary
fishing and hunting
21 Mining
Primary
22 Utilities
Minimal
23 Construction
Some
31-33 Manufacturing
Primary
42 Wholesale trade
Primary
44-45 Retail trade
Secondary
48-49 Transportation and
Secondary
warehousing
51 Information
Some
52 Finance and insurance
Some
53 Real estate and rental and
Minimal
leasing
54 Professional, scientific,
Secondary
and technical services

Prepared by 180 Systems

Connected
BST
Accounting
Enterprise
& ERP

Aria 4 XP
ERP

CPA Magazine
2014 ERP Survey
Question

Aquilon ERP

55 Management of
Secondary
companies and enterprises
56 Administrative and
support and waste
Some
management and remediation
services
61 Education services
N/A
62 Health care and social
N/A
assistance
71 Arts, entertainment and
N/A
recreation
72 Accommodation and food
N/A
services
81 Other services (except
Some
public administration)
92 Public administration
N/A
Technology
Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL

Prepared by 180 Systems

Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

Primary

N/A

N/A

Primary

N/A

N/A

N/A

N/A

Secondary

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Primary

Primary

N/A

N/A

N/A

N/A

N/A

N/A

Secondary

N/A

Secondary

N/A

Secondary

N/A

N/A

N/A

N/A

N/A

N/A

Primary

Some

Secondary

N/A

N/A

N/A

N/A

N/A

N/A

Secondary

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Secondary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
Primary
N/A
N/A
N/A
N/A
N/A

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

N/A

Primary

N/A

N/A

N/A

N/A

Primary

N/A

N/A

N/A

Primary

N/A

N/A

Primary

N/A

CPA Magazine
2014 ERP Survey
Question

Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows
Mac OS (without Web
browser)
Software delivery
On premises (software is
installed and run on
customer's hardware)
On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Prepared by 180 Systems

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A
N/A

N/A
-

N/A
N/A

N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
Primary
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary

Primary

N/A

Primary

Primary

N/A

Primary

Secondary

N/A

Primary

Primary

N/A

Primary

N/A

N/A

N/A

N/A

Primary

N/A

N/A

Secondary

Primary

N/A

Primary

Primary

Primary

Primary

Primary

N/A

Primary

Primary

Primary

N/A

Primary

N/A

N/A

N/A

Primary

Secondary

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

N/A
N/A

N/A
-

N/A
N/A

N/A
N/A

Primary
-

N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
Secondary
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Primary
Primary
Primary
Primary
N/A
N/A
N/A
N/A
Primary

N/A

Primary

Primary

N/A

Primary

Primary

N/A

N/A

Primary

Primary

Primary

CPA Magazine
2014 ERP Survey
Question

Hosted (software is accessed


on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Primary

Primary

N/A

Primary

Primary

Connected
BST
Accounting
Enterprise
& ERP

N/A

N/A

Control

Corecon
Constructio
n Software

CTRL

N/A

N/A

N/A

Applications
Financial

General ledger

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Financial reporting

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts receivable

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Accounts payable

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Fixed assets

In current
release

N/A

In current
release

In current
release

In current
release

Workaroun
d

N/A

In current
release

Multicurrency

Budgeting and forecasting

Distribution

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

Corecon
Constructio
n Software
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CTRL

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CTRL

Order processing

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Inventory

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Purchase order

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

3rd party
using
different
tools than
primary
system

In current
release

Warehouse management

Manufacturing

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Discrete

Aquilon ERP

In current
release

Aria 4 XP
ERP

In current
release

BizAutomat
ion.com

In current
release

Blue Link
Elite

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Process

In current
release

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

Make to stock

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Make to order

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Other

Prepared by 180 Systems

Corecon
Constructio
n Software
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CTRL

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Service management

Professional services
automation

Project costing

Time billing

Prepared by 180 Systems

Aquilon ERP

Workaroun
d

N/A

Workaroun
d

Workaroun
d

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

In current
release

N/A

In current
release

In current
release

Minor
Modificatio
n

N/A

In current
release

Workaroun
d

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

Workaroun
d

In current
release

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Canadian payroll

US payroll

HR

Contact management

Prepared by 180 Systems

Aquilon ERP

In current
release

Aria 4 XP
ERP

N/A

BizAutomat
ion.com

N/A

Next Year

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Blue Link
Elite
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

bluebee

N/A

Connected
BST
Accounting
Enterprise
& ERP

Workaroun
d

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Control

Workaroun
d

N/A

Workaroun
d

Workaroun
d

N/A

Workaroun
d

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Corecon
Constructio
n Software

CTRL

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Customer relationship
management

Business intelligence

Corporate performance
management

Construction

Prepared by 180 Systems

Connected
BST
Accounting
Enterprise
& ERP

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

Control

Corecon
Constructio
n Software

CTRL

N/A

Workaroun
d

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

Workaroun
d

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Not-for-profit

Retail

Document management

Generic features
Ease of use
Consistent user interface
throughout the application
Shortcuts to specific
programs
Type ahead/autofill

Prepared by 180 Systems

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release
In current
release

N/A

N/A

N/A

In current
release
In current
release
In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Workaroun
d

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release
In current
release
In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release
In current
release

In current
release
In current
release
In current
release

In current
release
In current
release
In current
release

In current
release
In current
release
In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

User defined help

Only need a browser

Multiple criteria to find a


record
Global search
Screens on dual monitors
open at same time without
additional license
Customization

Add user-defined fields to


screen

Prepared by 180 Systems

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

Workaroun
d

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release
In current
release

In current
release
In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

In current
release

In current
release

N/A

Workaroun
d

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release
In current
release

In current
release
In current
release

In current
release

In current
release

In current
release
N/A
In current
release

In current
release

In current
release
In current
release
In current
release

In current
release

N/A
In current
release
N/A

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Used in report selection and


ordering

Aquilon ERP

In current
release

Aria 4 XP
ERP

In current
release

BizAutomat
ion.com

Blue Link
Elite

In current
release

3rd party
using same
tools and
database as
primary
system

bluebee

In current
release

Connected
BST
Accounting
Enterprise
& ERP

In current
release

Control

Corecon
Constructio
n Software

CTRL

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Minor
Modificatio
n

In current
release

Without changing source


code

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Platformforbusiness
partners to extend solution

Next Year

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

Major
Modificatio
n

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Multiple companies

Automatic balancing of
intercompany transactions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

In current
release

Purchaseorderautomatically In current
becomes sales order
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

Shareinventoryacross
separate companies

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

Sharevendorsacross
separate companies

In current
release

In current
release

In current
release

Workaroun
d

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

Major
Modificatio
n

N/A

In current
release

N/A

N/A

N/A

N/A

Workaroun
d

In current
release

3rd party
using
different
tools than
primary
system

In current
release

Multiplecompaniesinsame
database and each company
can have a different home
currency
Multicurrency

Calculaterealizedgainsand
losses

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Calculateunrealizedgains
and losses

Invoiceandpaymentin
different currencies

Aquilon ERP

In current
release

Aria 4 XP
ERP

In current
release

BizAutomat
ion.com

In current
release

Blue Link
Elite

In current
release

bluebee

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release

In current
release

In current
release

Workaroun
d

In current
release

N/A

In current
release

Connected
BST
Accounting
Enterprise
& ERP

In current
release

In current
release

In current
release

Control

Corecon
Constructio
n Software

CTRL

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release
In current
release

In current
release

N/A

In current
release

In current
release

In current
release
In current
release
3rd party
using same
tools and
database as
primary
system

N/A

N/A

In current
release

Password security
By company
By menu

By function ( view, add,


change, delete)

By field

Prepared by 180 Systems

N/A

Major
Workaroun
Modificatio
d
n

N/A
In current
release

N/A

N/A

In current
release
In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

By account code segment


(e.g., department)

N/A

N/A

In current
release

N/A

N/A

In current
release

By employee or by role

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Question

Workflow

Online review and approval


of transactions

Alerts on pending and late


activities

Visual view of business


process

Prepared by 180 Systems

In current
release

In current
release

In current
release

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Configurable without being a


programmer

Generate emails with link


back to system for approval

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Workaroun
d

In current
release

Major
Modificatio
n

In current
release

In current
release

In current
release

In current
release

Mobile Application

Optimized UI for some


functions on iPhone

In current
release

N/A

Optimized UI for some


functions on Android

In current
release

N/A

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

Blue Link
Elite

bluebee

N/A

In current
release

N/A

In current
release

In current
release

Optimized UI for some


functions on Blackberry

In current
release

N/A

Optimized UI for some


functions on Microsoft
Windows Phone

In current
release

N/A

Multitenant architecture

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

Workaroun
d

SaaS delivery model

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

Workaroun
d

Hosted option

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

Workaroun
d

Cloud ready

Browser support

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
bluebee

Control

CTRL

Aquilon ERP

Firefox

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

Chrome

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

Safari

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

Internet Explorer

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

Prepared by 180 Systems

Blue Link
Elite

Corecon
Constructio
n Software

Question

Business intelligence
Report Writer

BizAutomat
ion.com

Connected
BST
Accounting
Enterprise
& ERP

Aria 4 XP
ERP

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Uses same password security In current


as application
release

In current
release

In current
release

In current
release

In current
release

Question

Ad hoc - don't need a


programmer

Dashboards

Includes metrics

Workaroun
d

N/A

In current
release

Includes graphs

In current
release

In current
release

In current
release

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Includes to-do items

N/A

N/A

In current
release

Configurable without a
programmer

In current
release

N/A

In current
release

Blue Link
Elite
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

OLAP

Create OLAP cubes

In current
release

N/A

In current
release

Built-in OLAP cubes

In current
release

N/A

In current
release

Financial
Analysis codes / reporting
structure

Prepared by 180 Systems

3rd party
3rd party
using same
using
tools and
different
database as tools than
primary
primary
system
system
3rd party
using
different
N/A
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Attach analysis codes to


general ledger account
segments. For example, attach
a region code to an account
segment for office
Reporting structures that
allow rollups to any
dimension. For example, could
define a rollup from office to
province or state and then to
country
Analysis codes or reporting
structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction
Allocations

Based on percentage

Prepared by 180 Systems

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

Workaroun
d

3rd party
using
different
tools than
primary
system

N/A

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Based on actuals

Connected
BST
Accounting
Enterprise
& ERP

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Workaroun
d

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Control

Corecon
Constructio
n Software

CTRL

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

In current
release

Commitment accounting

Compare (actuals +
commitments) to budgets

Prevent exceeding budget on


purchase order

N/A

N/A

Workaroun
d

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Consolidation

Create new entity and post


j/e's to it

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

3rd party
using same
Workaroun tools and
d
database as
primary
system

Foreign currency translation

Workaroun
d

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Source acct. can be different


than target acct.

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Across entities with different Workaroun


fiscal year ends
d

Financial Reporting

Rows and columns can be


defined

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

Multiple hierarchies

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

In current
release

Workaroun
d

In current
release

In current
release

N/A

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Drill-down to transaction
details

In current
release

N/A

In current
release

Format any part of report

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Budgeting

Multiple budgets

In current
release

In current
release

N/A

Export actuals to Excel

In current
release

In current
release

N/A

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
In current
release

CPA Magazine
2014 ERP Survey
Question

Import budget from Excel

Aquilon ERP

N/A

Aria 4 XP
ERP

N/A

BizAutomat
ion.com

Blue Link
Elite

bluebee

N/A

In current
release

Minor
Modificatio
n

Connected
BST
Accounting
Enterprise
& ERP

N/A

N/A

Compute budget using


formula

In current
release

N/A

N/A

In current
release

In current
release

Workaroun
d

In current
release

Exported data is formatted


and includes formulas

In current
release

In current
release

N/A

In current
release

In current
release

Workaroun
d

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Control

Corecon
Constructio
n Software

CTRL

N/A

Next Year

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Project accounting

Project can be updated by


any financial transaction

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Compare budget to actual

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Span fiscal years

In current
release

In current
release

In current
release

In current
release

Next Year

N/A

In current
release

In current
release

In current
release

Minor
Modificatio
n

Question

Project subledger (not


tracked in general ledger)

Revenue recognition

Based on % complete

Prepared by 180 Systems

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Based on milestone
complete

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Connected
BST
Accounting
Enterprise
& ERP

Blue Link
Elite

bluebee

In current
release

N/A

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

N/A

In current
release

Control

Corecon
Constructio
n Software

CTRL

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Budgeting and forecasting


Budget approval process

Multiple levels of approval

Escalation rules

Workaroun
d

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Calculations

Excel-like formulas

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system

Workaroun
d

CPA Magazine
2014 ERP Survey
Question

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Wages and benefits


calculated based on rates in
payroll

In current
release

N/A

N/A

Driver-based budgeting

In current
release

N/A

N/A

Based on trends

Based on regression
smoothing techniques

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Workaroun
d

N/A

N/A

N/A

Blue Link
Elite
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see


the results automatically

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

In current
release

N/A

N/A

In current
release

N/A

N/A

Blue Link
Elite
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

Next Year

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

Audit trail

Track changes/versions

In current
release

Summary of changes form


preceding forecast

3rd party
using
different
tools than
primary
system

Fixed assets
Setup

Prepared by 180 Systems

In current
release

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Straight line

In current
release

Workaroun
d

N/A

In current
release

In current
release

Declining balance

In current
release

Workaroun
d

N/A

In current
release

Half-year convention

Next Year

Workaroun
d

N/A

In current
release

Question

Multiple books

Depreciation

Disposals

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

Minor
Modificatio
n

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Gain/loss calculation

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Partial disposals

In current
release

N/A

N/A

In current
release

In current
release

Next Year

N/A

In current
release

In current
release

In current
release

In current
release

Workaroun
d

Question

Integration
Fixed assets linked with
accounts payable - only need
to enter asset once
Preventive maintenance

Schedule maintenance based Workaroun


on usage
d

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Track all work done on asset

Schedule maintenance

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Workaroun
d

N/A

N/A

N/A

N/A

N/A

Workaroun
d

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

In current
release

Distribution
Back orders

Back order preference by


customer

Back order fulfillment based


on customer priority

Prepared by 180 Systems

In current
release

In current
release

N/A

In current
release

In current
release

N/A

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Minor
Modificatio
n

N/A

N/A

N/A

N/A

In current
release

Workaroun
d

N/A

N/A

N/A

N/A

In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Back order fulfillment based


on order date

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Back order fulfillment based


on requested ship date

In current
release

In current
release

N/A

In current
release

In current
release

Back order fulfillment based


on a set of rules that include
customer preference, order
date and requested ship date

Workaroun
d

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Question

Available To promise

Date-sensitive view of
inventory demand and supply

Data collection

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bar coding

Connected
BST
Accounting
Enterprise
& ERP

Corecon
Constructio
n Software

CTRL

N/A

In current
release

In current
release

N/A

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

N/A

N/A

N/A

In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Workaroun
d

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Workaroun
d

N/A

Control

Minor
Workaroun
Modificatio
d
n

Landed cost

Basedonstd.percentages

Based on actuals

Allocate actual invoice for a


landed cost component such
as freight to 1 PO or receipt

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Allocate actual invoice for a


landed cost component such
as freight to multiple PO's or
receipts

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

In current
release

In current
release

N/A

In current
release

Workaroun
d

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

EDI supported

Orderplacementand
acknowledgement

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

Picking

Wavepicking

Pallet, case and unit picking

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

System directs pickers to


location in warehouse

Connected
BST
Accounting
Enterprise
& ERP

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

Control

Corecon
Constructio
n Software

CTRL

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

Put away

Pallet,caseandunitput
away

Workaroun
d

In current
release

N/A

In current
release

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

Convert requisition into a


purchase order

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

N/A

In current
release

N/A

N/A

In current
release

Consolidate requisitions into


purchase orders

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Systemselectsthebest
location

Requisitions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Approval process

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

In current
release

In current
release

N/A

In current
release

N/A

Minor
Modificatio
n

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

N/A

In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

RMA tracking

Reasoncodes

Serial no. and lot tracking

Trackhistoryofall
movements

Manufacturing
Type supported

Process (EG food)

Prepared by 180 Systems

In current
release

N/A

Minor
Modificatio
n

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Repetitive (EG consumer


electronics)

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Make to stock (EG consumer


household goods)

In current
release

In current
release

In current
release

In current
release

In current
release

Assemble to order (EG


personal computers)

In current
release

In current
release

In current
release

In current
release

Make to order (EG complex


custom products)

In current
release

In current
release

Minor
Modificatio
n

N/A

Question

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Engineer to order (e.g., ship


building)

BizAutomat
ion.com

Connected
BST
Accounting
Enterprise
& ERP

Blue Link
Elite

bluebee

N/A

Control

Corecon
Constructio
n Software

CTRL

N/A

In current
release

N/A

N/A

Aquilon ERP

Aria 4 XP
ERP

In current
release

In current
release

N/A

N/A

Major
Modificatio
n

In current
release

Workaroun
d

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Workaroun
d

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

MRP
3rd party
using same
Based on bill of materials,
tools and
inventory availability,
database as
seasonality, trends and orders
primary
system
3rd party
using same
tools and
Generate suggested PO
database as
primary
system
Scheduling
3rd party
using same
tools and
Generate production orders
database as
primary
system

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Based on resource capacity


of labour and equipment

Based on grouping jobs to


minimize setup

Graphical view - drag and


drop production orders

Aquilon ERP

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Aria 4 XP
ERP

In current
release

In current
release

In current
release

BizAutomat
ion.com

N/A

N/A

N/A

Connected
BST
Accounting
Enterprise
& ERP

Blue Link
Elite

bluebee

N/A

Minor
Modificatio
n

N/A

N/A

Minor
Modificatio
n

N/A

N/A

N/A

N/A

In current
release

N/A

Control

Corecon
Constructio
n Software

CTRL

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

Minor
Modificatio
n

N/A

In current
release

Shop floor data collection


3rd party
using same
Data collection by bar codes tools and
for labour and materials
database as
primary
system

Prepared by 180 Systems

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Record any downtime with


reason code

Based on PLC
(programmable logic
controller)

Aquilon ERP

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Aria 4 XP
ERP

In current
release

N/A

BizAutomat
ion.com

N/A

N/A

Blue Link
Elite

N/A

N/A

bluebee

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

Minor
Modificatio
n

N/A

N/A

N/A

N/A

Minor
Modificatio
n

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

Quality control

Track nonconformance

Graph results by month over


year

Misc

Prepared by 180 Systems

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
CTRL

Reverse bill of materials for


disassembly

Workaroun
d

N/A

N/A

N/A

Workaroun
d

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

Next Year

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

Multisite production - plan


across locations

Prepared by 180 Systems

Workaroun Workaroun
d
d

In current
release

In current
release

bluebee

Control

Aquilon ERP

Engineering change
management

Blue Link
Elite

Corecon
Constructio
n Software

Question

Colour size matrix for


apparel manufacturing

BizAutomat
ion.com

Connected
BST
Accounting
Enterprise
& ERP

Aria 4 XP
ERP

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Can add any text to invoice

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

Time and material

In current
release

N/A

In current
release

In current
release

Fixed fee

In current
release

N/A

In current
release

In current
release

Question

Configurator

Professional services
Flexible invoicing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Aquilon ERP

Percentage complete

In current
release

Cost plus

In current
release

Connected
BST
Accounting
Enterprise
& ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

Control

Corecon
Constructio
n Software

CTRL

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Scheduling

Based on availability

Match skills

Match employee
preferences

Timesheets

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

Workaroun
d

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Workaroun
d

In current
release

In current
release

In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

1 week at a time

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Note field for each


project/day

In current
release

N/A

In current
release

In current
release

N/A

Identify overtime

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

Question

Web-based data entry

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

Workaroun
d

Can enter off-line and


synchronize

N/A

N/A

N/A

N/A

N/A

Can prepopulate timesheet


based on project assignments

N/A

N/A

N/A

In current
release

Could enter time for a


project, phase and task

N/A

N/A

In current
release

In current
release

Question

PDA-enabled

Prepared by 180 Systems

Aquilon ERP

CPA Magazine
2014 ERP Survey
Question

Different (lower) cost/user


for timesheet and expense
module

Connected
BST
Accounting
Enterprise
& ERP

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

Minor
Modificatio
n

N/A

In current
release

Control

Corecon
Constructio
n Software

CTRL

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Expense Reporting

Calculations such as km's *


rate

Maximums per day

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

WIP

Maintain WIP history

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

Aquilon ERP

Aria 4 XP
ERP

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

BizAutomat
ion.com

Blue Link
Elite

bluebee

N/A

Minor
Modificatio
n

N/A

In current
release

N/A

Generate bill from WIP

In current
release

Write-downs or write-ups

In current
release

N/A

N/A

Minor
Modificatio
n

Workaroun
d

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Revenue Recognition

Based on hours booked *


rate

Based on % complete

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

Subscription revenue is
deferred and recognized
monthly

Based on milestone
complete

Aquilon ERP

N/A

N/A

Aria 4 XP
ERP

N/A

N/A

BizAutomat
ion.com

Blue Link
Elite

N/A

In current
release

N/A

Minor
Modificatio
n

bluebee

N/A

N/A

Connected
BST
Accounting
Enterprise
& ERP

In current
release

In current
release

N/A

N/A

Control

Corecon
Constructio
n Software

CTRL

N/A

Minor
Modificatio
n

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

Workflow
Electronic approval of
timesheets and expense
reports

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

Prepared by 180 Systems

N/A

N/A

N/A

Minor
Modificatio
n

In current
release

N/A

In current
release

Minor
Modificatio
n

N/A

Minor
Modificatio
n

N/A

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Alert if timesheet not


completed on time

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

Minor
Workaroun
Modificatio
d
n

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

Minor
Modificatio
n

In current
release

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

Workaroun
d

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

2-way integration with


Microsoft Project

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

Pass through charges from


A/P to client

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Misc
Revenue and costs
transferred between divisions
automatically when an
employee in one division
works for another division

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

Workaroun
d

N/A

N/A

N/A

N/A

In current
release

N/A

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

Estimates based on building


statistics such as no. of suites
and historical rates

N/A

N/A

N/A

N/A

Detailed estimates based on


take-offs that Include floor
area, drywall and appliances

N/A

N/A

N/A

N/A

Question

Charge customer for


equipment usage

Change orders

Construction
Estimating

Budgeting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

Minor
Modificatio
n

In current
release

In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

N/A

N/A

N/A

N/A

N/A

N/A

Bids online

N/A

N/A

N/A

N/A

N/A

Bids via spreadsheet

N/A

N/A

N/A

N/A

N/A

Question

Maintain budget that


includes change orders and
commitments
Collaboration With Trades

Track status of activities to


be completed by trades

Prepared by 180 Systems

N/A

N/A

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

N/A

In current
release

Next Year

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

N/A

N/A

N/A

N/A

N/A

N/A

Generate schedule based on


start date, lag time between
activities and dependencies

N/A

N/A

N/A

N/A

N/A

Update schedule as work


gets completed

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

Question

Alerts if late

Scheduling

Billing

By % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

By milestone

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Next Year

In current
release

Next Year

N/A

N/A

In current
release

Next Year

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

Next Year

In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

Next Year

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

Service management
Service calls

Date and time stamping

Escalations if work not done


on time

Track service history by serial


no.

Prepared by 180 Systems

N/A

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Generate quote for


customer

Generate work order

Generate invoice for work


done and inventory used

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

bluebee

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

Scheduling / Dispatching

Manually assign resources

Prepared by 180 Systems

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Connected
BST
Accounting
Enterprise
& ERP

Blue Link
Elite

bluebee

N/A

Control

Corecon
Constructio
n Software

CTRL

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

N/A

N/A

Workaroun
d

3rd party
using
different
tools than
primary
system

Check status

N/A

N/A

In current
release

N/A

Next Year

N/A

N/A

N/A

Next Year

N/A

Log problem

N/A

N/A

In current
release

N/A

Next Year

N/A

N/A

N/A

Next Year

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Automatically assign
resources based on skills and
availability
Self service by client

Access to information to
resolve problem

Human Resources
Recruitment

Prepared by 180 Systems

N/A

N/A

N/A

N/A

Next Year

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Web based

Automated screening based


on keywords or qualifications

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

N/A

N/A

N/A

Workaroun
d

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

Minor
Modificatio
n

In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

N/A

N/A

In current
release

N/A

N/A

Workaroun
d

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

Employee administration
Pictures attached to
employee and available for
view by employees that have
access

Self serve over the Internet

Prepared by 180 Systems

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Aria 4 XP
ERP

BizAutomat
ion.com

N/A

N/A

In current
release

N/A

In current
release

N/A

Maintain history of
compensation and ratings

N/A

N/A

Record company assets


including keys, Blackberries,
laptops given out to
employees

N/A

N/A

Question

Generate work flow approval


on change of certain
information

Skills and degrees

Leave of absence
administration

Prepared by 180 Systems

Aquilon ERP

Blue Link
Elite

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

Minor
Modificatio
n

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

Minor
Modificatio
n

N/A

N/A

N/A

Workaroun
d

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

Workaroun
d

N/A

In current
release

N/A

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

N/A

N/A

In current
release

Workaroun
d

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

Workaroun
d

N/A

N/A

N/A

In current
release

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Able to view the various


absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

N/A

N/A

N/A

N/A

N/A

Workaroun
d

Absence approval process

N/A

N/A

In current
release

N/A

N/A

Maintain Job Descriptions


and attached to employees

N/A

N/A

N/A

N/A

Track performance review


process - dates, ratings

N/A

N/A

N/A

N/A

Question

Performance Management

Benefit Administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

N/A

N/A

In current
release

Workaroun
d

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Benefit plans and deductions


- family vs. single, LTD, Life
Insurance, etc.

N/A

N/A

N/A

N/A

N/A

Workaroun
d

Eligibility dates for benefits

N/A

N/A

N/A

N/A

N/A

Employee update courses


online

N/A

N/A

N/A

N/A

Registration for internal


courses by employees

N/A

N/A

N/A

N/A

Question

Training Administration

Document management
Integration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Attach multiple documents


to any transactions in the
system

In current
release

In current
release

In current
release

Attach multiple documents


to any master files (such as
customer or supplier) in the
system

In current
release

In current
release

In current
release

Blue Link
Elite
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Workaroun
d

N/A

N/A

N/A

In current
release

In current
release

N/A

Change Control

Optionally check in and out

Email alerts if changed

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
3rd party
using same
using
tools and
different
database as tools than
primary
primary
system
system
3rd party
using same
Minor
tools and
Modificatio
database as
n
primary
system

CPA Magazine
2014 ERP Survey
Question

Versioning

Aquilon ERP

N/A

Aria 4 XP
ERP

Workaroun
d

BizAutomat
ion.com

Blue Link
Elite

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

3rd party
3rd party
using same
using
tools and
different
database as tools than
primary
primary
system
system

N/A

N/A

In current
release

Workaroun
d

In current
release

3rd party
using same
tools and Workaroun
database as
d
primary
system

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Workaroun
d

In current
release

Approvals

Approval process

Based on same tools as


approving transactions

Show status of document

Search

Prepared by 180 Systems

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

3rd party
using same
tools and Workaroun
database as
d
primary
system

CPA Magazine
2014 ERP Survey
Question

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Search on file names

In current
release

Next Year

In current
release

Search for embedded text

In current
release

Next Year

N/A

Search for key words

In current
release

Next Year

In current
release

Blue Link
Elite
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

In current
release

In current
release

CRM
Applications

Contact Management

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Sales force automation

Marketing automation

Service management

Aquilon ERP

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Aria 4 XP
ERP

BizAutomat
ion.com

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Blue Link
Elite

bluebee

3rd party
using
In current
different
release
tools than
primary
system
3rd party
3rd party
using same
using
tools and
different
database as tools than
primary
primary
system
system
3rd party
using
In current
different
release
tools than
primary
system

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructio
n Software

CTRL

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

Next Year

In current
release

N/A

N/A

N/A

Next Year

Minor
Modificatio
n

eCommerce
Customer portal

Customers can place order


online

Prepared by 180 Systems

In current
release

In current
release

Minor
Modificatio
n

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

Order confirmation includes


a link to secure customer
portal

In current
release

In current
release

In current
release

In current
release

In current
release

Customer can check order


status online

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Minor
Modificatio
n

N/A

N/A

N/A

In current
release

In current
release

N/A

Minor
Modificatio
n

N/A

N/A

Question

Link to carrier's website and


view status of shipment based
on tracking no.

N/A

N/A

N/A

N/A

Corecon
Constructio
n Software

CTRL

N/A

N/A

Minor
Modificatio
n

N/A

In current
release

Minor
Modificatio
n

N/A

N/A

Minor
Modificatio
n

N/A

In current
release

In current
release

Control

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

Connected
BST
Accounting
Enterprise
& ERP

Aquilon ERP

Aria 4 XP
ERP

BizAutomat
ion.com

Blue Link
Elite

bluebee

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

Next Year

N/A

Control

Corecon
Constructio
n Software

CTRL

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Tier

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Oracle

TECSYS Inc.

WSG
Systems
Corp

Technology
Group
Internationa
l

IQMS

Epicor
Software
Corporation

12.1

Version 8

2010

10

Robert
Nehme

Steve
Macquade

Alex Smith

Daniele
Fresca

Lisa Preuss

514-8665800 4482

212-3810434

800-8370028

805-2271122

949-5854000

System information
Vendor name

Version no.

Deacom,
Inc.

Deltek

14

7.3

DRAXware Dynacom
Solutions Technologie
Inc.
s

11.3

Contact
Contact name

Stephanie
Brian LaMee
Seaves

Scott
Cuthbert

Sebastien
Kaley O'Neill
Boyer

Contact phone no.

610-9712278 15

780-2216737

450-9632400 236

Contact email

Prepared by 180 Systems

703-8859332

416-4320666

BrianLamee scuthbert@
kaley.oneill robert.neh
seaves@dea
sboyer@dy
stevem@ws alex.smith@ dfresca@iq lpreuss@epi
@deltek.co digitaltimec
@oracle.co me@tecsys.
com.com
nacom.com
g.com
tgiltd.com
ms.com
cor.com
m
apture.com
m
com

CPA Magazine
2014 ERP Survey
Question

Website

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)
Ratio - average
implementation cost/licence
cost
Average implementation
cost ($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

www.draxw
www.deaco www.deltek
www.dynac www.oracle www.tecsys www.empir www.tgiltd. www.iqms.c www.epicor
aresolutions
m.com
.com
om.com
.com
.com
esuite.com
com
om
.com
.com

$7,000
20
$140,000

$450
100
$45,000

$1,500
20
$30,000

$1,000
10
$10,000

$2,500
25
$62,500

$300
10
$3,000

$2,300
20
$46,000

$3,000
30
$90,000

$2,900
50
$145,000

$2,136
37
$79,032

0.5

0.25

1.5

0.25

0.75

0.5

0.75

$140,000

$45,000

$15,000

$2,500

$93,750

$750

$34,500

$90,000

$72,500

$59,274

$280,000

$90,000

$45,000

$12,500

$156,250

$3,750

$80,500

$180,000

$217,500

$138,306

Average annual fee / user ($)

NA

$375

$1,200

$1,420

$1,200

$300

$144

NA

NA

$645

Average no. of users


Average annual fees ($)

NA
NA

20
$7,500

20
$24,000

10
$14,200

25
$30,000

10
$3,000

20
$2,880

NA
NA

NA
NA

12
$7,740

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

0.5

0.25

0.75

0.5

NA

NA

0.25

NA

$7,500

$12,000

$3,550

$30,000

$2,250

$1,440

NA

NA

$1,935

NA

$39,614

$115,336

$64,860

$158,456

$15,131

$13,840

NA

NA

$35,353

115

16,000

NA

250,000

380,000

600

100

NA

600

20,000

115

3,600

NA

5,000

14,000

10

100

NA

600

4,202

Previousyearrevenue-all
systems - in Millions ($)

NA

NA

NA

NA

NA

$41

NA

NA

NA

$357

Previousyearrevenue-this
system - in Millions ($)

NA

NA

NA

NA

NA

$10

NA

NA

NA

NA

Currentyearrevenue-all
systems - in Millions ($)

NA

NA

NA

NA

NA

$0

NA

NA

NA

$408

Currentyearrevenue-this
system - in Millions ($)

NA

NA

NA

NA

NA

$0

NA

NA

NA

NA

Question

Average implementation
costs / average fees - year one
Average implementation
costs - year one ($)
NPV over 5 years (discount
rate of 5%) ($)
Vendor information
Customer information
No. of customers worldwide - all products
No. of customers worldwide - this product
Revenue ($US)

Company profile

Prepared by 180 Systems

DEACOM
ERP
Software

Deltek
Vision

NA

CPA Magazine
2014 ERP Survey
Question

Budget for licence cost and


implementation services
> $300K
Between $50K and $300K
< $50K

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Primary
Primary
N/A

Primary
Primary
Secondary

Secondary
Primary
N/A

Secondary
Primary
Primary

Primary
Primary
N/A

Primary
Secondary
N/A

Primary
Secondary
N/A

Secondary
Primary
Primary

Primary
Primary
Secondary

Secondary
Primary
Secondary

Primary
N/A
N/A

Primary
Primary
N/A

Secondary
Primary
N/A

Secondary
Primary
Primary

Primary
Secondary
N/A

Primary
Secondary
N/A

Secondary
Primary
N/A

N/A
N/A
N/A

Primary
Primary
N/A

Secondary
Primary
Secondary

Primary

Primary

Primary

N/A

Primary

Primary

Secondary

Secondary

Primary

Primary

Primary

Primary

Secondary

Secondary

Primary

Primary

Primary

Primary

Primary

Primary

N/A

Secondary

N/A

Primary

Secondary

Secondary

N/A

Primary

Secondary

Primary

None
None
None
None
None
None
None

None
Full
Partial
Partial
None
None
None

None
Partial
None
None
None
None
None

None
Partial
None
None
None
None
None

Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None

None
None
None
None
None
None
None

None
None
None
None
None
None
None

None
Partial
Partial
Partial
None
Partial
None

Partial
Full
Partial
Partial
Partial
Partial
Partial

Annual budget for software as


a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway

Prepared by 180 Systems

DEACOM
ERP
Software

Deltek
Vision

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
None
None
None
Full
None
Partial
Partial
Full
None
None
None
None
None
Full
None
None
None
None
None
Partial
None
None
None
None
None
Full
None
None

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Full
Partial
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
None
None
None
None
None
None
Partial
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
None
None
Partial
None
None
Partial
Full
None
Full
None
Partial
None
Full
None
Partial
None
None
None
Partial
None
None
None
None
None
Full
Full
Full

Full
Full
Partial
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Partial
Partial
Full
Partial
Full
Full
Partial
Full
Partial
Partial
Partial
Full
Full
Full
Full
Full
Full

CPA Magazine
2014 ERP Survey
Question

Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil

Prepared by 180 Systems

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

Full
None
None
None
None
None
None
None
None
Full
Full
Partial
Full
Partial
Partial
None
None
None
None
Full
Full
None

None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
Partial
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
Partial
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
Partial
None
None
None
None
Full
Full
Partial
Full
Full
None
None
None
Full
Full
None

Partial
Full
Partial
Full
Full
Partial
Full
Partial
Partial
Full
Partial
Partial
Full
Partial
Partial
Full
Full
Partial
Partial
Full
Full
Full

Full
Full
Full
Full
Full
Full

Full
Full
Full
Full
Full
Full

None
Full
None
None
None
None

Full
Full
Full
Full
Full
Full

Full
Full
Full
Full
Full
Full

None
Partial
None
None
None
Partial

Full
Full
Full
Full
Full
Full

None
None
None
None
None
None

None
Partial
None
None
None
None

Partial
Full
Partial
Partial
Partial
Partial

CPA Magazine
2014 ERP Survey
Question

Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand

Prepared by 180 Systems

DEACOM
ERP
Software

Deltek
Vision

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

None
Full
Full
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
Full
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
Full
None
None
None
None
None
None
Partial
Partial
None
None
None
None
None
None
None
Partial
None
None
None
Partial
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
Partial
None
None
None
None
None
Partial
Full
None
None
None
None
None
Partial
None
Partial
None
None
None
None
None
None
None
None
None
Full
Partial

Partial
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Partial
Partial
Full
Partial
Partial
Full
Partial
Full
Partial
Partial
Partial
Full
Partial
Partial
Full
Full

CPA Magazine
2014 ERP Survey
Question

Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Language
Language support
Arabic
Chinese
Dutch

Prepared by 180 Systems

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
Partial
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
Partial
Full
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
Partial
Partial
Partial
Partial
None
None
None
None
Full
Full
None

Full
Partial
Full
Partial
Full
Full
Partial
Full
Partial
Partial
Full
Full
Partial
Full
Partial
Partial
Full
Full
Partial
Partial
Full
Full
Full

Full
Full
Full

None
None
Full

None
Full
None

None
None
Partial

Full
Full
Full

None
None
None

None
None
None

None
None
None

None
Full
Full

Partial
Full
Full

CPA Magazine
2014 ERP Survey
Question

English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish

DEACOM
ERP
Software

Deltek
Vision

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Industry
Industry focus (NAICS)
11 Agriculture, forestry,
N/A
fishing and hunting
21 Mining
N/A
22 Utilities
N/A
23 Construction
Secondary
31-33 Manufacturing
Primary
42 Wholesale trade
N/A
44-45 Retail trade
N/A
48-49 Transportation and
Secondary
warehousing
51 Information
N/A
52 Finance and insurance
N/A
53 Real estate and rental and
N/A
leasing
54 Professional, scientific,
N/A
and technical services

Prepared by 180 Systems

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Full
Full
None
None
None
None
None
None
None
Full

Full
Partial
None
None
None
None
None
None
None
Partial

Full
Full
Full
None
Full
None
Partial
Full
None
Full

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
Full
None
None
None
None
None
Full
None
Full

Full
Partial
Partial
None
None
None
None
None
None
Partial

Full
None
None
None
None
None
None
None
None
Full

Full
Full
Full
None
None
None
None
None
None
Full

Full
Full
Full
None
Full
Full
Full
Partial
Full
Full

N/A

N/A

Some

Primary

N/A

N/A

N/A

N/A

Some

Minimal
N/A
Secondary
N/A
N/A
N/A

Primary
Primary
Primary
N/A
N/A
N/A

Some
Some
Primary
Secondary
Secondary
Primary

Primary
Primary
Primary
Primary
Primary
Primary

N/A
N/A
Minimal
Secondary
Primary
Primary

N/A
N/A
Minimal
N/A
N/A
N/A

N/A
N/A
N/A
Primary
Primary
N/A

N/A
N/A
N/A
Primary
N/A
N/A

Primary
Primary
Primary
Primary
Primary
Some

N/A

N/A

Secondary

Primary

Primary

N/A

N/A

N/A

Primary

N/A
N/A

N/A
N/A

Primary
Secondary

Primary
Primary

Minimal
Secondary

Primary
Primary

N/A
N/A

N/A
N/A

Primary
Primary

N/A

N/A

Primary

Primary

N/A

Minimal

N/A

N/A

Secondary

Primary

N/A

Primary

Primary

N/A

Primary

N/A

N/A

Secondary

CPA Magazine
2014 ERP Survey
Question

55 Management of
companies and enterprises
56 Administrative and
support and waste
management and remediation
services
61 Education services
62 Health care and social
assistance
71 Arts, entertainment and
recreation
72 Accommodation and food
services
81 Other services (except
public administration)
92 Public administration
Technology
Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL

Prepared by 180 Systems

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A

N/A

N/A

Primary

Primary

N/A

Primary

N/A

N/A

Primary

N/A

N/A

N/A

Secondary

Primary

N/A

Minimal

N/A

N/A

Secondary

N/A

N/A

N/A

Some

Primary

N/A

N/A

N/A

N/A

Minimal

N/A

Secondary

N/A

Some

Primary

Primary

Some

N/A

N/A

Secondary

N/A

N/A

N/A

Secondary

Primary

N/A

Some

N/A

N/A

Secondary

N/A

N/A

N/A

Some

Primary

Secondary

N/A

N/A

N/A

Secondary

N/A

Primary

N/A

Primary

Primary

N/A

N/A

N/A

N/A

Secondary

N/A

N/A

Secondary

Some

Primary

N/A

Some

N/A

N/A

Minimal

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
N/A
Secondary
N/A
N/A
Secondary
N/A
N/A
Secondary

Primary
N/A
N/A
N/A
N/A
N/A
Secondary
N/A
N/A
N/A

N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
Secondary
Secondary
N/A
Primary
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
Primary
Primary
Primary
Primary
N/A
N/A
N/A
Primary

N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Progress
N/A
PostgreSQL
Networks supported
Microsoft
Primary
Linux
N/A
Unix
N/A
AIX
N/A
Novell Netware
N/A
IBM AS/400 (OS/400)
N/A
IBM S/390
N/A
Mac OS
Primary
Web browser
Primary
Clients supported
Web based (don't need Citrix
Secondary
or Terminal Services)
Windows
Primary
Mac OS (without Web
Secondary
browser)
Software delivery
On premises (software is
installed and run on
Primary
customer's hardware)
On demand or SaaS
(customer accesses a single
instance of the software over
Secondary
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Prepared by 180 Systems

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A
N/A

N/A
-

N/A
-

N/A
-

N/A
N/A

N/A
N/A

Secondary
-

N/A
-

N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Secondary
Secondary
N/A
N/A
N/A
N/A
Primary
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Primary
Primary
Primary
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Primary
Primary
Primary
Secondary
Primary
N/A
N/A
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Secondary
Secondary
Secondary
Secondary
Secondary
Secondary
N/A
Secondary

Primary
Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Secondary
Secondary
N/A
N/A
N/A
N/A
N/A
Primary

Primary

Primary

Secondary

Primary

Primary

Primary

Secondary

N/A

Primary

Primary

Primary

Primary

N/A

Primary

Primary

Primary

Primary

Primary

N/A

Primary

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Primary

Primary

Primary

Primary

Primary

Primary

Primary

Primary

Primary

Primary

Secondary

Secondary

Primary

N/A

Primary

N/A

N/A

Primary

Deltek
Vision

CPA Magazine
2014 ERP Survey
Question

Hosted (software is accessed


on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

DEACOM
ERP
Software

Deltek
Vision

Primary

Secondary

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Primary

N/A

Primary

Primary

Primary

Secondary

Secondary

Primary

In current
release

In current
release

In current
release

Applications
Financial

General ledger

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Financial reporting

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts receivable

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Fixed assets

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

Multicurrency

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

Minor
Modificatio
n

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Budgeting and forecasting

Distribution

Prepared by 180 Systems

N/A

In current
release

EliteSeries

In current
release

Accounts payable

In current
release

E-Business
Suite

CPA Magazine
2014 ERP Survey
DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Order processing

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Inventory

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Purchase order

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Warehouse management

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Question

Manufacturing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

Discrete

In current
release

N/A

Process

In current
release

N/A

Make to stock

In current
release

Make to order

In current
release

Other

Prepared by 180 Systems

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

Minor
Modificatio
n

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Service management

In current
release

In current
release

N/A

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Professional services
automation

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

Next Year

Project costing

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Time billing

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Question

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Canadian payroll

3rd party
using
different
tools than
primary
system

US payroll

In current
release

HR

3rd party
using
different
tools than
primary
system

Contact management

In current
release

Prepared by 180 Systems

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

3rd party
using same
Workaroun tools and
In current
d
database as
release
primary
system
3rd party
using same
In current
tools and Workaroun
release
database as
d
primary
system
3rd party
using same
Workaroun tools and Workaroun
d
database as
d
primary
system
3rd party
using same
In current
tools and
In current
release
database as
release
primary
system

E-Business
Suite

EliteSeries

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

Empire
Suite

Enterprise
21 ERP

3rd party
using
different
N/A
tools than
primary
system
3rd party
using
different
N/A
tools than
primary
system
3rd party
3rd party
using same
using
tools and
different
database as tools than
primary
primary
system
system

In current
release

In current
release

EnterpriseI
Q

Epicor

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

Customer relationship
management

In current
release

Business intelligence

Corporate performance
management

Construction

Prepared by 180 Systems

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
DEACOM
ERP
Software

Deltek
Vision

N/A

Retail

Document management

Question

Not-for-profit

Generic features
Ease of use
Consistent user interface
throughout the application
Shortcuts to specific
programs
Type ahead/autofill

Prepared by 180 Systems

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

Workaroun
d

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release
In current
release
In current
release

In current
release
In current
release
In current
release

In current
release
In current
release
In current
release

In current
release
In current
release
In current
release

In current
release
In current
release
Workaroun
d

In current
release
In current
release
In current
release

In current
release
N/A
In current
release

In current
release
In current
release
N/A

N/A
N/A
N/A

N/A
N/A
N/A

CPA Magazine
2014 ERP Survey
DEACOM
ERP
Software

Deltek
Vision

User defined help

In current
release

Only need a browser

Question

Multiple criteria to find a


record
Global search
Screens on dual monitors
open at same time without
additional license
Customization

Add user-defined fields to


screen

Prepared by 180 Systems

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

In current
release

In current
release

Major
Modificatio
n

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Next Year

N/A

N/A

In current
release
In current
release

In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

N/A

N/A
N/A

N/A
N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Used in report selection and


ordering

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Without changing source


code

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Platformforbusiness
partners to extend solution

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Workaroun
d

N/A

In current
release

In current
release

Minor
Modificatio
n

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Multiple companies

Automatic balancing of
intercompany transactions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Purchaseorderautomatically In current
becomes sales order
release

In current
release

Minor
Minor
Modificatio Modificatio
n
n

In current
release

In current
release

N/A

In current
release

Workaroun
d

In current
release

Shareinventoryacross
separate companies

In current
release

In current
release

N/A

Minor
Modificatio
n

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Sharevendorsacross
separate companies

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Multiplecompaniesinsame
database and each company
can have a different home
currency
Multicurrency

Calculaterealizedgainsand
losses

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

In current
release

In current
release

In current
release

Calculateunrealizedgains
and losses

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Invoiceandpaymentin
different currencies

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release

In current
release
In current
release

In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

Password security
By company
By menu

By function ( view, add,


change, delete)

By field

Prepared by 180 Systems

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

By account code segment


(e.g., department)

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

By employee or by role

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Online review and approval


of transactions

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Alerts on pending and late


activities

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Visual view of business


process

In current
release

N/A

In current
release

N/A

In current
release

N/A

Next Year

Workflow

Prepared by 180 Systems

Major
Workaroun
Modificatio
d
n

N/A

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Configurable without being a


programmer

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Optimized UI for some


functions on iPhone

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

Optimized UI for some


functions on Android

Next Year

Next Year

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

Generate emails with link


back to system for approval

Mobile Application

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Optimized UI for some


functions on Blackberry

Next Year

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

Optimized UI for some


functions on Microsoft
Windows Phone

Next Year

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

Multitenant architecture

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

SaaS delivery model

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

Hosted option

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Cloud ready

Browser support

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Firefox

Next Year

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

Chrome

Next Year

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

Safari

Next Year

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

Internet Explorer

Next Year

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

Business intelligence
Report Writer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Ad hoc - don't need a


programmer

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Uses same password security In current


as application
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Dashboards

Includes metrics

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Includes graphs

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Includes to-do items

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Configurable without a
programmer

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Create OLAP cubes

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

Built-in OLAP cubes

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

Question

OLAP

Financial
Analysis codes / reporting
structure

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

Attach analysis codes to


general ledger account
segments. For example, attach
a region code to an account
segment for office

In current
release

In current
release

Reporting structures that


allow rollups to any
dimension. For example, could
define a rollup from office to
province or state and then to
country
Analysis codes or reporting
structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction
Allocations

Based on percentage

Prepared by 180 Systems

In current
release

In current
release

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
Minor
tools and
Modificatio
database as
n
primary
system

CPA Magazine
2014 ERP Survey
Question

Based on actuals

DEACOM
ERP
Software

In current
release

Deltek
Vision

DXi

3rd party
using same
Minor
tools and
Modificatio
database as
n
primary
system

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

Commitment accounting

Compare (actuals +
commitments) to budgets

In current
release

Prevent exceeding budget on In current


purchase order
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Consolidation

Create new entity and post


j/e's to it

Prepared by 180 Systems

In current
release

In current
release

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Foreign currency translation

Source acct. can be different


than target acct.

Across entities with different


fiscal year ends

DEACOM
ERP
Software

Deltek
Vision

In current
release

In current
release

In current
release

N/A

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Financial Reporting

Rows and columns can be


defined

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Drill-down to transaction
details

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Format any part of report

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Multiple budgets

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Export actuals to Excel

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Multiple hierarchies

Budgeting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
DEACOM
ERP
Software

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Deltek
Vision

N/A

Compute budget using


formula

Exported data is formatted


and includes formulas

Question

Import budget from Excel

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Minor
Workaroun
Modificatio
d
n

Epicor

In current
release

Project accounting

Project can be updated by


any financial transaction

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
DEACOM
ERP
Software

Deltek
Vision

Compare budget to actual

In current
release

Span fiscal years

Question

Project subledger (not


tracked in general ledger)

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Revenue recognition

Based on % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

Based on milestone
complete

In current
release

In current
release

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Next Year

In current
release

Minor
Modificatio
n

In current
release

In current
release

N/A

In current
release

N/A

Next Year

In current
release

Minor
Modificatio
n

In current
release

N/A

In current
release

N/A

In current
release

Minor
Minor
Modificatio Modificatio
n
n

In current
release

Budgeting and forecasting


Budget approval process

Multiple levels of approval

In current
release

Escalation rules

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Calculations

Excel-like formulas

Prepared by 180 Systems

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

3rd party
using same
Minor
tools and
Modificatio
database as
n
primary
system

In current
release

In current
release

Wages and benefits


calculated based on rates in
payroll

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Driver-based budgeting

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Based on trends

Based on regression
smoothing techniques

Prepared by 180 Systems

In current
release

N/A

In current
release

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
DEACOM
ERP
Software

Dynacom
Enterprise
ERP

E-Business
Suite

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

Deltek
Vision

DXi

N/A

In current
release

In current
release

Track changes/versions

Summary of changes form


preceding forecast

Question

What-if analysis

Change assumption and see


the results automatically

In current
release

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A

In current
release

In current
release

Minor
Modificatio
n

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Audit trail

Fixed assets
Setup

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Multiple books

DEACOM
ERP
Software

Deltek
Vision

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

Depreciation

Straight line

Declining balance

Half-year convention

Disposals

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Gain/loss calculation

Partial disposals

DEACOM
ERP
Software

Deltek
Vision

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

DXi

N/A

N/A

Dynacom
Enterprise
ERP

In current
release

In current
release

E-Business
Suite

In current
release

EliteSeries

N/A

Empire
Suite

N/A

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

Integration
Fixed assets linked with
accounts payable - only need
to enter asset once
Preventive maintenance

Schedule maintenance based In current


on usage
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Track all work done on asset

In current
release

Schedule maintenance

In current
release

Deltek
Vision
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Distribution
Back orders

Back order preference by


customer

In current
release

N/A

N/A

Back order fulfillment based


on customer priority

In current
release

N/A

N/A

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

DXi

Back order fulfillment based


on order date

In current
release

N/A

N/A

Back order fulfillment based


on requested ship date

In current
release

N/A

N/A

Back order fulfillment based


on a set of rules that include
customer preference, order
date and requested ship date

In current
release

N/A

N/A

In current
release

N/A

N/A

Dynacom
Enterprise
ERP
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Minor
Modificatio
n

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

Available To promise

Date-sensitive view of
inventory demand and supply

Data collection

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bar coding

DEACOM
ERP
Software

Deltek
Vision

In current
release

N/A

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Landed cost

Basedonstd.percentages

Based on actuals

Allocate actual invoice for a


landed cost component such
as freight to 1 PO or receipt

Prepared by 180 Systems

In current
release

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Allocate actual invoice for a


landed cost component such
as freight to multiple PO's or
receipts

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Minor
Modificatio
n

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Minor
Modificatio
n

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

EDI supported

Orderplacementand
acknowledgement

Picking

Wavepicking

Pallet, case and unit picking

Prepared by 180 Systems

In current
release

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

System directs pickers to


location in warehouse

In current
release

N/A

N/A

Minor
Modificatio
n

Pallet,caseandunitput
away

In current
release

N/A

N/A

Minor
Modificatio
n

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Systemselectsthebest
location

In current
release

N/A

N/A

Minor
Modificatio
n

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Put away

Requisitions
Convert requisition into a
purchase order

Consolidate requisitions into


purchase orders

Prepared by 180 Systems

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Approval process

DEACOM
ERP
Software

In current
release

Deltek
Vision

N/A

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

RMA tracking

Reasoncodes

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

Next Year

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Next Year

In current
release

N/A

N/A

In current
release

In current
release

N/A

Serial no. and lot tracking

Trackhistoryofall
movements

Manufacturing
Type supported

Process (EG food)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Repetitive (EG consumer


electronics)

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Make to stock (EG consumer


household goods)

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Assemble to order (EG


personal computers)

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Make to order (EG complex


custom products)

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Engineer to order (e.g., ship


building)

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A

N/A

Major
Modificatio
n

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

EliteSeries

MRP
Based on bill of materials,
inventory availability,
seasonality, trends and orders

Generate suggested PO

Scheduling

Generate production orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Based on resource capacity


of labour and equipment

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Based on grouping jobs to


minimize setup

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Graphical view - drag and


drop production orders

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

Minor
Modificatio
n

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Shop floor data collection

Data collection by bar codes


for labour and materials

Prepared by 180 Systems

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Record any downtime with


reason code

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Based on PLC
(programmable logic
controller)

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

Workaroun
d

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Quality control

Track nonconformance

Graph results by month over


year

Misc

Prepared by 180 Systems

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Reverse bill of materials for


disassembly

Colour size matrix for


apparel manufacturing

DEACOM
ERP
Software

In current
release

N/A

Deltek
Vision

N/A

N/A

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

Minor
Modificatio
n

DXi

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A

In current
release

In current
release

Minor
Modificatio
n

N/A

N/A

Minor
Modificatio
n

N/A

Next Year

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Engineering change
management

In current
release

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

Multisite production - plan


across locations

In current
release

N/A

N/A

N/A

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Configurator

DEACOM
ERP
Software

Deltek
Vision

In current
release

N/A

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Professional services
Flexible invoicing

N/A

In current
release

Minor
Modificatio
n

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Can add any text to invoice

In current
release

In current
release

In current
release

In current
release

In current
release

Time and material

In current
release

In current
release

In current
release

In current
release

Fixed fee

In current
release

In current
release

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

Percentage complete

In current
release

In current
release

In current
release

In current
release

Cost plus

In current
release

In current
release

In current
release

Based on availability

In current
release

In current
release

Match skills

Next Year

Next Year

Question

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

In current
release

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

Next Year

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

Next Year

Scheduling

Match employee
preferences

Timesheets

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

1 week at a time

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Note field for each


project/day

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Identify overtime

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Web-based data entry

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

N/A

In current
release

N/A

N/A

In current
release

Question

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

PDA-enabled

DEACOM
ERP
Software

Deltek
Vision

In current
release

In current
release

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

Can enter off-line and


synchronize

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system

Can prepopulate timesheet


based on project assignments

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

Could enter time for a


project, phase and task

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Different (lower) cost/user


for timesheet and expense
module

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Expense Reporting

Calculations such as km's *


rate

Maximums per day

In current
release

Minor
Modificatio
n

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

N/A

WIP

Maintain WIP history

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Generate bill from WIP

Write-downs or write-ups

DEACOM
ERP
Software

Deltek
Vision

DXi

In current
release

In current
release

In current
release

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A

Major
Modificatio
n

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Minor
Modificatio
n

N/A

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

Revenue Recognition

Based on hours booked *


rate

Based on % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Subscription revenue is
deferred and recognized
monthly

3rd party
using
different
tools than
primary
system

In current
release

Minor
Modificatio
n

Based on milestone
complete

In current
release

In current
release

Electronic approval of
timesheets and expense
reports

In current
release

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

In current
release

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

In current
release

Minor
Modificatio
n

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Minor
Modificatio
n

In current
release

N/A

Next Year

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workflow

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Alert if timesheet not


completed on time

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Revenue and costs


transferred between divisions
automatically when an
employee in one division
works for another division

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

Next Year

3rd party
using
different
tools than
primary
system

2-way integration with


Microsoft Project

In current
release

In current
release

Minor
Modificatio
n

In current
release

N/A

In current
release

Major
Modificatio
n

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

Misc

Pass through charges from


A/P to client

Prepared by 180 Systems

In current
release

In current
release

Minor
Minor
Modificatio Modificatio
n
n

In current
release

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

Charge customer for


equipment usage

In current
release

In current
release

Change orders

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

In current
release

In current
release

Minor
Modificatio
n

In current
release

N/A

In current
release

In current
release

N/A

Next Year

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

Next Year

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Construction
Estimating
Estimates based on building
statistics such as no. of suites
and historical rates

N/A

N/A

Detailed estimates based on


take-offs that Include floor
area, drywall and appliances

In current
release

N/A

Budgeting

Prepared by 180 Systems

3rd party
using same
tools and Workaroun
database as
d
primary
system
3rd party
using same
tools and Workaroun
database as
d
primary
system

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Maintain budget that


includes change orders and
commitments

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

Bids online

Next Year

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

Bids via spreadsheet

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

Collaboration With Trades

Track status of activities to


be completed by trades

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Alerts if late

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

Workaroun
d

N/A

N/A

Workaroun
d

N/A

N/A

In current
release

Scheduling
Generate schedule based on
start date, lag time between
activities and dependencies

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Update schedule as work


gets completed

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Billing

By % complete

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

By milestone

DEACOM
ERP
Software

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A

In current
release

Minor
Modificatio
n

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

Deltek
Vision

In current
release

In current
release

Service management
Service calls

Date and time stamping

3rd party
using
Escalations if work not done
different
on time
tools than
primary
system
3rd party
using
Track service history by serial different
no.
tools than
primary
system

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

Generate quote for


customer

In current
release

Generate work order

Generate invoice for work


done and inventory used

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A

N/A

In current
release

In current
release

N/A

Next Year

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Scheduling / Dispatching

Manually assign resources

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Automatically assign
resources based on skills and
availability

3rd party
using
different
tools than
primary
system

N/A

N/A

Next Year

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Check status

In current
release

N/A

N/A

Next Year

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Log problem

In current
release

N/A

N/A

Next Year

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

Next Year

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Self service by client

Access to information to
resolve problem

Human Resources
Recruitment

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Web based

Automated screening based


on keywords or qualifications

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system
3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
3rd party
3rd party
using
using same
using
different
tools and
different
tools than database as tools than
primary
primary
primary
system
system
system
3rd party
3rd party
using
using same
different
tools and
N/A
tools than database as
primary
primary
system
system

E-Business
Suite

EliteSeries

Empire
Suite

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

Enterprise
21 ERP
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

EnterpriseI
Q

Epicor

Workaroun
d

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Employee administration
Pictures attached to
employee and available for
view by employees that have
access

Self serve over the Internet

Prepared by 180 Systems

In current
release

N/A

In current
release

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

3rd party
using
Generate work flow approval
different
on change of certain
tools than
information
primary
system
3rd party
using
different
Skills and degrees
tools than
primary
system
3rd party
using
Maintain history of
different
compensation and ratings
tools than
primary
system
3rd party
Record company assets
using
including keys, Blackberries,
different
laptops given out to
tools than
employees
primary
system
Leave of absence
administration

Prepared by 180 Systems

Deltek
Vision
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

DXi

Dynacom
Enterprise
ERP

3rd party
3rd party
using same
using
tools and
different
database as tools than
primary
primary
system
system
3rd party
3rd party
using same
using
tools and
different
database as tools than
primary
primary
system
system
3rd party
using same
tools and
In current
database as
release
primary
system
3rd party
3rd party
using same
using
tools and
different
database as tools than
primary
primary
system
system

E-Business
Suite

EliteSeries

Empire
Suite

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

Enterprise
21 ERP
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

EnterpriseI
Q

Epicor

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

3rd party
Able to view the various
using
absence plans of each
different
employee - vacation, personal,
tools than
days, sick days, bereavement,
primary
unpaid leave, etc.
system
3rd party
using
different
Absence approval process
tools than
primary
system
Performance Management
3rd party
using
Maintain Job Descriptions
different
and attached to employees
tools than
primary
system
3rd party
using
Track performance review
different
process - dates, ratings
tools than
primary
system
Benefit Administration

Prepared by 180 Systems

Deltek
Vision

DXi

3rd party
using same
In current
tools and
release
database as
primary
system
3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system
3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system
3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

Enterprise
21 ERP
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

EnterpriseI
Q

Epicor

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

3rd party
using
Benefit plans and deductions
different
- family vs. single, LTD, Life
tools than
Insurance, etc.
primary
system
3rd party
using
different
Eligibility dates for benefits
tools than
primary
system
Training Administration
3rd party
using
Employee update courses
different
online
tools than
primary
system
3rd party
using
Registration for internal
different
courses by employees
tools than
primary
system
Document management
Integration

Prepared by 180 Systems

Deltek
Vision

DXi

3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system
3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system
3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system
3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

Enterprise
21 ERP
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

EnterpriseI
Q

Epicor

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

In current
release

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

Attach multiple documents


to any transactions in the
system

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Attach multiple documents


to any master files (such as
customer or supplier) in the
system

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Optionally check in and out

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

Workaroun
d

Email alerts if changed

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Change Control

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Versioning

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

Workaroun
d

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Approvals

Approval process

Based on same tools as


approving transactions

Show status of document

Search

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
DEACOM
ERP
Software

Deltek
Vision

Search on file names

In current
release

Search for embedded text

In current
release

Search for key words

In current
release

Question

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Minor
Modificatio
n

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

Minor
Modificatio
n

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

In current
release

Workaroun
d

N/A

N/A

CRM
Applications

Contact Management

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
DEACOM
ERP
Software

Deltek
Vision

Sales force automation

In current
release

Marketing automation

In current
release

Question

Service management

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Next Year

N/A

N/A

Minor
Modificatio
n

eCommerce
Customer portal

Customers can place order


online

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

DEACOM
ERP
Software

Order confirmation includes


a link to secure customer
portal

In current
release

Customer can check order


status online

In current
release

Link to carrier's website and


view status of shipment based
on tracking no.

In current
release

Deltek
Vision

N/A

N/A

N/A

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

N/A

Minor
Modificatio
n

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

Minor
Modificatio
n

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

Minor
Modificatio
n

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

Minor
Modificatio
n

In current
release

N/A

N/A

In current
release

In current
release

N/A

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

DEACOM
ERP
Software

Deltek
Vision

DXi

Dynacom
Enterprise
ERP

E-Business
Suite

EliteSeries

Empire
Suite

Enterprise
21 ERP

EnterpriseI
Q

Epicor

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

Minor
Modificatio
n

In current
release

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Tier

eSilentPartn
er

Fidelio

FinancialFor Foundation
ce SRP
3000
2

fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Genius
Solutions

Glovia

IBS AB

IFS North
America

IndustriOS
Software,
Inc.

NG

G2

3.3

John Rioux

James
Gorham

Murray
Morgan

Elaine
Wimberly

Linda
Schleihauf

416-9876005 2413

310-5637000 7035

905-5097252

888-4374968

905-8292525 212

System information
Vendor name

Version no.

InfoPower
The Medi
FinancialFor Softrend
Fabien Sellin
Internationa
Group, Ltd
ce.com Systems Inc.
l Inc.

3.4

4.1

1.7

10

Contact
Contact name

Raquel De
Fabien Sellin
Los Reyes

Brian
Jennings

Contact phone no.

610-6661955 x101

208-8710797

Contact email

Prepared by 180 Systems

514-9374519 202

Sandy Milne Prabir Dutt


604-9833389

905-3328899

raquel@me fabien.sellin bjennings@f


murray.mor
sandy@soft prabir.dutt jrioux@geni marketing@
request@ifs lindas@indu
digroupltd.c @commsoft inancialforc
gan@ibsca.c
rend.com @gmail.com userp.com glovia.com
world.com strios.com
om
.ca
e.com
om

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Question

Website

www.esilent www.comm www.financi www.softre www.info- www.genius www.glovia. www.ibsca.c www.ifswor www.indust
partner.com
soft.ca
alforce.com
nd.com
power.com erp.com
com
om
ld.com
rios.com

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)
Ratio - average
implementation cost/licence
cost
Average implementation
cost ($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)

Fidelio

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

eSilentPartn
er

fxDBO

NA
NA
NA

NA
NA
NA

NA
NA
NA

$3,500
7
$24,500

$1,000
30
$30,000

$2,000
5
$10,000

$2,000
50
$100,000

$2,500
15
$37,500

NA
NA
NA

NA
NA
NA

NA

NA

NA

0.75

0.5

0.75

NA

NA

NA

NA

NA

$18,375

$15,000

$10,000

$75,000

$37,500

NA

NA

NA

NA

NA

$42,875

$45,000

$20,000

$175,000

$75,000

NA

NA

Average annual fee / user ($)

NA

NA

NA

NA

$100

NA

$2,500

$1,800

NA

NA

Average no. of users


Average annual fees ($)

NA
NA

NA
NA

NA
NA

NA
NA

30
$3,000

NA
NA

5
$12,500

15
$27,000

NA
NA

NA
NA

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Fidelio

NA

NA

NA

NA

0.25

NA

0.5

NA

NA

NA

NA

NA

NA

$750

NA

$6,250

$27,000

NA

NA

NA

NA

NA

NA

$13,703

NA

$60,071

$142,610

NA

NA

150

250

NA

85

80

250

1,200

4,000

2,500

NA

150

250

NA

85

80

250

1,200

4,000

2,500

NA

Previousyearrevenue-all
systems - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

$260

$376

NA

Previousyearrevenue-this
system - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

$260

$376

NA

Currentyearrevenue-all
systems - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

$250

$396

NA

Currentyearrevenue-this
system - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

$250

$396

NA

Question

Average implementation
costs / average fees - year one
Average implementation
costs - year one ($)
NPV over 5 years (discount
rate of 5%) ($)
Vendor information
Customer information
No. of customers worldwide - all products
No. of customers worldwide - this product
Revenue ($US)

Company profile

Prepared by 180 Systems

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

eSilentPartn
er

fxDBO

CPA Magazine
2014 ERP Survey
Question

Budget for licence cost and


implementation services
> $300K
Between $50K and $300K
< $50K

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

eSilentPartn
er

Fidelio

N/A
N/A
N/A

Secondary
Primary
N/A

N/A
Primary
Secondary

Secondary
Primary
Primary

Primary
Primary
Secondary

Secondary
Primary
Primary

Secondary
Primary
N/A

Secondary
Primary
Secondary

Primary
N/A
N/A

N/A
Primary
N/A

N/A
N/A
N/A

Secondary
Primary
N/A

Secondary
Primary
N/A

N/A
N/A
N/A

Primary
Secondary
N/A

N/A
N/A
N/A

Secondary
Primary
N/A

Primary
Secondary
N/A

N/A
N/A
N/A

N/A
N/A
N/A

N/A

Secondary

Secondary

Secondary

Primary

N/A

Primary

Secondary

Primary

N/A

N/A

Primary

Primary

Primary

Secondary

Primary

Primary

Primary

Primary

Primary

N/A

Secondary

N/A

Primary

Secondary

Primary

N/A

Secondary

N/A

Secondary

None
None
None
None
None
None
None

None
None
None
None
None
None
None

None
None
None
None
None
None
None

None
None
None
None
None
None
None

None
Partial
None
Partial
None
None
None

None
None
None
None
None
None
None

Partial
Partial
Full
Full
Full
Full
Partial

Partial
Full
Full
Full
Partial
Full
Partial

Partial
Full
Full
Full
Partial
Full
Partial

None
None
None
None
None
None
None

fxDBO

Annual budget for software as


a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway

Prepared by 180 Systems

eSilentPartn
er

Fidelio

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None

Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

FinancialFor Foundation
ce SRP
3000
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

fxDBO

Full
Partial
None
None
Partial
None
None
Partial
Partial
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None
None

Genius
Manufactur Glovia G2
ing
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Partial
Full
Partial
Partial
Full
Partial
Partial
Full
Full
Partial
Full
Partial
Full
Full
Full
Full
Full
Full
None
Full
Full
None
None
Full
Partial
Full
Full
Partial
Partial

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s
Full
Full
Partial
Full
Full
Partial
Full
Full
Full
Partial
Full
Full
Full
Partial
Full
Partial
Full
Full
Partial
Full
Full
Partial
Partial
Full
Partial
Partial
Full
Full
Full

Full
Full
Partial
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Partial
Full
Full
Partial
Partial
Full
Partial
Full
Full
Full
Full

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil

Prepared by 180 Systems

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

eSilentPartn
er

Fidelio

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

Full
Partial
Partial
Partial
Partial
None
Full
None
None
Partial
Full
Full
Partial
Full
Full
Full
Full
Partial
None
Full
Full
Partial

Partial
Full
Full
Partial
Partial
Partial
Full
Partial
Partial
Full
Partial
Full
Full
Full
Full
Partial
Partial
Partial
Partial
Full
Full
Partial

Full
Full
Full
Partial
Full
Partial
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None

None
None
None
None
None
None

None
None
None
None
None
None

None
None
None
None
None
None

None
Partial
None
Partial
None
None

None
None
None
None
None
None

Partial
Full
Partial
Full
None
Full

Full
Full
Full
Full
Full
Full

Full
Full
Full
Full
Full
Full

None
None
None
None
None
None

fxDBO

CPA Magazine
2014 ERP Survey
Question

Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand

Prepared by 180 Systems

eSilentPartn
er

Fidelio

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

FinancialFor Foundation
ce SRP
3000
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

fxDBO

None
Full
Partial
None
None
Partial
None
None
Partial
Partial
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None

Genius
Manufactur Glovia G2
ing
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
Full
None
None
None
None
None
Full
Full
None
Full
None
Partial
Partial
Full
Full
Partial
Full
None
Partial
Full
None
None
Full
Partial
Full
Full
Full

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Language
Language support
Arabic
Chinese
Dutch

Prepared by 180 Systems

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

eSilentPartn
er

Fidelio

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
Partial
Partial
Partial
Partial
Partial
None
Full
None
None
Partial
Full
Partial
Partial
Partial
Partial
Full
Full
Partial
None
Full
Full
Partial

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None

None
None
None

None
None
None

None
Partial
None

None
Partial
None

None
None
None

None
Full
Full

None
Full
Full

Full
Full
Full

None
None
None

fxDBO

CPA Magazine
2014 ERP Survey
Question

English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish
Industry
Industry focus (NAICS)
11 Agriculture, forestry,
fishing and hunting
21 Mining
22 Utilities
23 Construction
31-33 Manufacturing
42 Wholesale trade
44-45 Retail trade
48-49 Transportation and
warehousing
51 Information
52 Finance and insurance
53 Real estate and rental and
leasing
54 Professional, scientific,
and technical services

Prepared by 180 Systems

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

eSilentPartn
er

Fidelio

Full
Full
None
None
None
None
None
None
None
Full

Full
Full
None
None
None
None
None
None
None
None

Full
None
None
None
None
None
None
None
None
None

Full
Partial
None
None
None
None
None
None
None
None

Full
Partial
Partial
None
None
None
None
None
None
None

Full
Full
None
None
None
None
None
None
None
None

Full
Full
Full
None
None
Full
None
Full
None
Full

Full
Full
Full
None
Full
Full
Full
Full
None
Full

Full
Full
Full
None
Full
Full
Full
Full
Full
Full

Full
None
None
None
None
None
None
None
None
None

N/A

Primary

N/A

N/A

Some

N/A

N/A

Secondary

N/A

N/A

N/A
N/A
N/A
N/A
N/A
N/A

N/A
Primary
N/A
Primary
Primary
Primary

N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
Minimal
Secondary
Primary
N/A

Some
Some
Primary
Primary
Secondary
Some

N/A
N/A
N/A
Primary
Secondary
N/A

N/A
N/A
Some
Primary
Secondary
N/A

Primary
Some
Secondary
Primary
Primary
Secondary

Primary
Primary
Primary
Primary
N/A
N/A

N/A
N/A
N/A
Primary
N/A
N/A

N/A

Secondary

N/A

Minimal

Primary

N/A

Secondary

Primary

Secondary

N/A

N/A
N/A

N/A
N/A

N/A
N/A

N/A
N/A

Primary
Secondary

N/A
N/A

N/A
N/A

Secondary
Secondary

N/A
N/A

N/A
N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Secondary

N/A

N/A

Primary

N/A

Primary

N/A

Primary

N/A

N/A

Primary

Primary

N/A

fxDBO

CPA Magazine
2014 ERP Survey
Question

55 Management of
companies and enterprises
56 Administrative and
support and waste
management and remediation
services
61 Education services
62 Health care and social
assistance
71 Arts, entertainment and
recreation
72 Accommodation and food
services
81 Other services (except
public administration)
92 Public administration
Technology
Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL

Prepared by 180 Systems

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

eSilentPartn
er

Fidelio

N/A

N/A

N/A

N/A

Some

N/A

N/A

Secondary

Primary

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Secondary

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Secondary

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Minimal

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Some

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

Minimal

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

Primary

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

Minimal

N/A

N/A

N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
Primary
N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Secondary
Secondary
Secondary
Primary
Secondary
Secondary
N/A
N/A
N/A
Secondary

N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A

fxDBO

CPA Magazine
2014 ERP Survey
Question

Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows
Mac OS (without Web
browser)
Software delivery
On premises (software is
installed and run on
customer's hardware)
On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Prepared by 180 Systems

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

eSilentPartn
er

Fidelio

N/A
-

N/A
-

N/A
-

N/A
-

N/A
-

N/A
-

N/A
-

Secondary
-

N/A
N/A

N/A
-

Primary
Primary
N/A
N/A
N/A
N/A
N/A
Primary
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Primary
Primary
Primary
Primary
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
Primary
Primary
Primary
N/A
N/A
N/A
Primary

Primary
Primary
Primary
Primary
Secondary
Primary
Secondary
N/A
Primary

Primary
Primary
Primary
Primary
Primary
N/A
N/A
Primary
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary

Primary

Primary

Secondary

Primary

N/A

Primary

Primary

Primary

N/A

Primary

Primary

N/A

Primary

Primary

Primary

Primary

Primary

Primary

Primary

N/A

N/A

N/A

N/A

Secondary

N/A

Secondary

Secondary

Primary

N/A

Primary

Primary

N/A

Primary

Primary

Primary

Primary

Primary

Primary

Primary

Primary

Primary

Primary

N/A

Primary

N/A

Primary

Primary

N/A

N/A

fxDBO

CPA Magazine
2014 ERP Survey
Question

Hosted (software is accessed


on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

eSilentPartn
er

Fidelio

N/A

Secondary

FinancialFor Foundation
ce SRP
3000

N/A

N/A

fxDBO

Secondary

Genius
Manufactur Glovia G2
ing

N/A

Primary

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Primary

Primary

N/A

Applications
Financial

General ledger

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

Financial reporting

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

Accounts receivable

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

eSilentPartn
er

Fidelio

FinancialFor Foundation
ce SRP
3000

fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

Multicurrency

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

Budgeting and forecasting

In current
release

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

Accounts payable

Fixed assets

Distribution

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Order processing

eSilentPartn
er

Fidelio

N/A

In current
release

Inventory

In current
release

In current
release

Purchase order

In current
release

In current
release

N/A

In current
release

Warehouse management

Manufacturing

Prepared by 180 Systems

FinancialFor Foundation
ce SRP
3000

In current
release

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

eSilentPartn
er

Fidelio

N/A

In current
release

Process

N/A

In current
release

Make to stock

N/A

In current
release

Make to order

N/A

In current
release

Discrete

Other

Prepared by 180 Systems

FinancialFor Foundation
ce SRP
3000
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

fxDBO

In current
release

In current
release

In current
release

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Minor
Modificatio
n

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

eSilentPartn
er

Fidelio

Service management

In current
release

In current
release

In current
release

In current
release

Professional services
automation

In current
release

N/A

In current
release

Project costing

In current
release

In current
release

Time billing

In current
release

In current
release

Question

Prepared by 180 Systems

FinancialFor Foundation
ce SRP
3000

fxDBO

CPA Magazine
2014 ERP Survey
Question

eSilentPartn
er

Fidelio

FinancialFor Foundation
ce SRP
3000

fxDBO

Genius
Manufactur Glovia G2
ing

3rd party
using same
tools and Workaroun
database as
d
primary
system
3rd party
using same
tools and
N/A
database as
primary
system

Canadian payroll

N/A

In current
release

N/A

In current
release

US payroll

N/A

N/A

N/A

N/A

HR

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

Contact management

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Workaroun
d

Workaroun
d

3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system
3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system

Workaroun
d

In current
release

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Customer relationship
management

eSilentPartn
er

In current
release

Fidelio

In current
release

Business intelligence

In current
release

Corporate performance
management

In current
release

N/A

N/A

N/A

Construction

Prepared by 180 Systems

In current
release

FinancialFor Foundation
ce SRP
3000
3rd party
using same
tools and
database as
primary
system

In current
release

fxDBO

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Workaroun
d

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

Minor
Workaroun
Modificatio
d
n

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

eSilentPartn
er

Fidelio

FinancialFor Foundation
ce SRP
3000

Not-for-profit

N/A

N/A

In current
release

N/A

Retail

N/A

In current
release

N/A

N/A

Document management

In current
release

Generic features
Ease of use
Consistent user interface
throughout the application
Shortcuts to specific
programs

N/A

Type ahead/autofill

Prepared by 180 Systems

N/A
N/A

In current
release

In current
release

In current
release

In current
release
In current
release
In current
release

In current
release
In current
release
In current
release

In current
release
In current
release
In current
release

fxDBO

3rd party
using same
tools and
database as
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release
In current
release
In current
release

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

N/A

Workaroun
d

In current
release

N/A

N/A

N/A

N/A

Workaroun
d

N/A

N/A

In current
release

N/A

In current
release

N/A
N/A
N/A

3rd party
using same
tools and Workaroun
database as
d
primary
system

In current
release
In current
release
In current
release

N/A
N/A
N/A

In current
release
In current
release

In current
release

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Fidelio

User defined help

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

Only need a browser

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release
In current
release

In current
release
In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Question

Multiple criteria to find a


record
Global search
Screens on dual monitors
open at same time without
additional license
Customization

Add user-defined fields to


screen

Prepared by 180 Systems

N/A
N/A

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

eSilentPartn
er

N/A
N/A

fxDBO

In current
release
In current
release

N/A
N/A

In current
release
Workaroun
d

In current
release
In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A
N/A

N/A

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Fidelio

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Without changing source


code

N/A

In current
release

In current
release

Minor
Modificatio
n

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Platformforbusiness
partners to extend solution

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

Next Year

In current
release

N/A

Minor
Modificatio
n

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Question

Used in report selection and


ordering

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

eSilentPartn
er

fxDBO

Multiple companies

Automatic balancing of
intercompany transactions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Purchaseorderautomatically
becomes sales order

Shareinventoryacross
separate companies

Sharevendorsacross
separate companies

Multiplecompaniesinsame
database and each company
can have a different home
currency
Multicurrency

Calculaterealizedgainsand
losses

Prepared by 180 Systems

eSilentPartn
er

Fidelio

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

FinancialFor Foundation
ce SRP
3000

fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Minor
Modificatio
n

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Minor
Modificatio
n

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

eSilentPartn
er

Fidelio

FinancialFor Foundation
ce SRP
3000

fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Calculateunrealizedgains
and losses

In current
release

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

Invoiceandpaymentin
different currencies

In current
release

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Password security
By company
By menu

By function ( view, add,


change, delete)

By field

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

eSilentPartn
er

Fidelio

FinancialFor Foundation
ce SRP
3000

fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

By account code segment


(e.g., department)

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Workaroun
d

By employee or by role

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
In current
release

Online review and approval


of transactions

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Alerts on pending and late


activities

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Workaroun
d

N/A

In current
release

N/A

Workflow

Visual view of business


process

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Fidelio

Configurable without being a


programmer

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

Generate emails with link


back to system for approval

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

Next Year

N/A

Minor
Modificatio
n

N/A

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

Minor
Modificatio
n

N/A

In current
release

N/A

Question

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

eSilentPartn
er

fxDBO

Mobile Application

Optimized UI for some


functions on iPhone

Optimized UI for some


functions on Android

Prepared by 180 Systems

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Optimized UI for some


functions on Blackberry

eSilentPartn
er

Fidelio

FinancialFor Foundation
ce SRP
3000

fxDBO

3rd party
using
different
tools than
primary
system

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

N/A

Minor
Modificatio
n

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

Next Year

N/A

Minor
Modificatio
n

Multitenant architecture

N/A

N/A

In current
release

N/A

Next Year

N/A

In current
release

N/A

N/A

N/A

SaaS delivery model

N/A

In current
release

In current
release

N/A

Next Year

N/A

In current
release

N/A

N/A

N/A

Hosted option

N/A

In current
release

N/A

Minor
Modificatio
n

Next Year

N/A

In current
release

N/A

In current
release

N/A

Optimized UI for some


functions on Microsoft
Windows Phone

N/A

N/A

Cloud ready

Browser support

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Question

Fidelio

Firefox

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

Chrome

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

Safari

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Internet Explorer

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Business intelligence
Report Writer

Prepared by 180 Systems

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

eSilentPartn
er

fxDBO

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Fidelio

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Uses same password security In current


as application
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Question

Ad hoc - don't need a


programmer

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

eSilentPartn
er

fxDBO

Dashboards

Includes metrics

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

Includes graphs

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Includes to-do items

Configurable without a
programmer

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

eSilentPartn
er

Fidelio

N/A

In current
release

In current
release

Minor
Modificatio
n

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

Minor
Modificatio
n

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

fxDBO

OLAP

Create OLAP cubes

N/A

N/A

N/A

N/A

In current
release

N/A

Built-in OLAP cubes

N/A

N/A

N/A

N/A

In current
release

N/A

Financial
Analysis codes / reporting
structure

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Attach analysis codes to


general ledger account
segments. For example, attach
a region code to an account
segment for office
Reporting structures that
allow rollups to any
dimension. For example, could
define a rollup from office to
province or state and then to
country
Analysis codes or reporting
structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction
Allocations

Based on percentage

Prepared by 180 Systems

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

eSilentPartn
er

FinancialFor Foundation
ce SRP
3000

Fidelio

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

fxDBO

CPA Magazine
2014 ERP Survey
Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

Minor
Modificatio
n

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

N/A

Minor
Modificatio
n

In current
release

Minor
Workaroun Workaroun
Modificatio
d
d
n

In current
release

N/A

N/A

In current
release

In current
release

Workaroun
d

In current
release

N/A

eSilentPartn
er

Fidelio

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

Prevent exceeding budget on In current


purchase order
release

N/A

N/A

Question

Based on actuals

FinancialFor Foundation
ce SRP
3000

fxDBO

Commitment accounting

Compare (actuals +
commitments) to budgets

Consolidation

Create new entity and post


j/e's to it

Prepared by 180 Systems

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

eSilentPartn
er

Fidelio

Foreign currency translation

In current
release

N/A

N/A

In current
release

Source acct. can be different


than target acct.

N/A

N/A

N/A

Across entities with different


fiscal year ends

N/A

N/A

In current
release

N/A

Question

FinancialFor Foundation
ce SRP
3000

fxDBO

Financial Reporting

Rows and columns can be


defined

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Multiple hierarchies

Drill-down to transaction
details

eSilentPartn
er

FinancialFor Foundation
ce SRP
3000

Fidelio

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

3rd party
using same
tools and Workaroun
database as
d
primary
system

In current
release

In current
release

In current
release

N/A

fxDBO

N/A

N/A

N/A

In current
release

Multiple budgets

In current
release

N/A

N/A

N/A

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

Export actuals to Excel

In current
release

N/A

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

Format any part of report

Budgeting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Fidelio

N/A

N/A

N/A

N/A

In current
release

N/A

Workaroun
d

N/A

In current
release

N/A

Compute budget using


formula

In current
release

N/A

N/A

N/A

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

Exported data is formatted


and includes formulas

In current
release

N/A

N/A

N/A

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

N/A

Minor
Modificatio
n

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

Question

Import budget from Excel

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

eSilentPartn
er

fxDBO

Project accounting

Project can be updated by


any financial transaction

Prepared by 180 Systems

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

eSilentPartn
er

fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

N/A

In current
release

Minor
Modificatio
n

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

Workaroun
d

N/A

In current
release

In current
release

In current
release

N/A

Minor
Modificatio
n

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

Compare budget to actual

In current
release

Span fiscal years

Project subledger (not


tracked in general ledger)

Fidelio

FinancialFor Foundation
ce SRP
3000

Revenue recognition

Based on % complete

Prepared by 180 Systems

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Based on milestone
complete

eSilentPartn
er

In current
release

Fidelio

N/A

FinancialFor Foundation
ce SRP
3000

N/A

Minor
Modificatio
n

fxDBO

In current
release

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Workaroun
d

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

Budgeting and forecasting


Budget approval process

Multiple levels of approval

Escalation rules

N/A

In current
release

In current
release

N/A

In current
release

Minor
Modificatio
n

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

3rd party
using same
Workaroun tools and
In current
d
database as
release
primary
system
3rd party
using same
Minor
Workaroun tools and
Modificatio
d
database as
n
primary
system

Calculations

Excel-like formulas

Prepared by 180 Systems

N/A

Workaroun
d

In current
release

Minor
Modificatio
n

CPA Magazine
2014 ERP Survey
Question

Wages and benefits


calculated based on rates in
payroll

Driver-based budgeting

Based on trends

Based on regression
smoothing techniques

Prepared by 180 Systems

eSilentPartn
er

N/A

N/A

Fidelio

N/A

N/A

FinancialFor Foundation
ce SRP
3000

N/A

N/A

fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

N/A

Minor
Modificatio
n

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Workaroun
d

N/A

In current
release

Workaroun
d

N/A

Minor
Modificatio
n

3rd party
using same
tools and Workaroun
database as
d
primary
system

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

Workaroun
d

CPA Magazine
2014 ERP Survey
fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

N/A

In current
release

Workaroun Workaroun
d
d

In current
release

In current
release

N/A

N/A

N/A

In current
release

Workaroun Workaroun
d
d

In current
release

In current
release

N/A

In current
release

In current
release

Minor
Modificatio
n

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

eSilentPartn
er

Fidelio

N/A

N/A

N/A

N/A

N/A

Track changes/versions

In current
release

Summary of changes form


preceding forecast

In current
release

Question

What-if analysis

Change assumption and see


the results automatically

FinancialFor Foundation
ce SRP
3000

Audit trail

Fixed assets
Setup

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Workaroun Workaroun
d
d

In current
release

In current
release

N/A

eSilentPartn
er

Fidelio

In current
release

In current
release

N/A

N/A

Straight line

Workaroun
d

In current
release

N/A

Declining balance

Workaroun
d

In current
release

Half-year convention

Workaroun
d

In current
release

Question

Multiple books

FinancialFor Foundation
ce SRP
3000

fxDBO

Depreciation

Disposals

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Gain/loss calculation

Partial disposals

fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

N/A

Minor
Modificatio
n

In current
release

Workaroun Workaroun
d
d

In current
release

In current
release

N/A

N/A

N/A

Minor
Modificatio
n

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

Workaroun
d

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

eSilentPartn
er

In current
release

N/A

Fidelio

N/A

FinancialFor Foundation
ce SRP
3000

Integration
Fixed assets linked with
accounts payable - only need
to enter asset once
Preventive maintenance

Schedule maintenance based


on usage

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Major
Modificatio
n

In current
release

In current
release

Workaroun
d

In current
release

In current
release

Workaroun
d

eSilentPartn
er

Fidelio

Track all work done on asset

Workaroun
d

N/A

N/A

In current
release

Schedule maintenance

Workaroun
d

In current
release

N/A

Back order preference by


customer

N/A

In current
release

Back order fulfillment based


on customer priority

N/A

Workaroun
d

Question

FinancialFor Foundation
ce SRP
3000

fxDBO

Distribution
Back orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Back order fulfillment based


on order date

eSilentPartn
er

Fidelio

N/A

In current
release

FinancialFor Foundation
ce SRP
3000

fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

N/A

In current
release

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Back order fulfillment based


on requested ship date

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

Back order fulfillment based


on a set of rules that include
customer preference, order
date and requested ship date

N/A

N/A

N/A

N/A

In current
release

N/A

Workaroun
d

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Available To promise

Date-sensitive view of
inventory demand and supply

Data collection

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bar coding

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

eSilentPartn
er

Fidelio

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

Workaroun
d

N/A

In current
release

N/A

fxDBO

Landed cost

Basedonstd.percentages

Based on actuals

Allocate actual invoice for a


landed cost component such
as freight to 1 PO or receipt

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Allocate actual invoice for a


landed cost component such
as freight to multiple PO's or
receipts

eSilentPartn
er

Fidelio

N/A

In current
release

N/A

FinancialFor Foundation
ce SRP
3000

fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

N/A

Minor
Modificatio
n

In current
release

N/A

Workaroun
d

N/A

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

EDI supported

Orderplacementand
acknowledgement

Picking

Wavepicking

Pallet, case and unit picking

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Fidelio

N/A

In current
release

N/A

In current
release

In current
release

Pallet,caseandunitput
away

N/A

In current
release

N/A

In current
release

In current
release

Systemselectsthebest
location

N/A

In current
release

N/A

N/A

In current
release

Convert requisition into a


purchase order

N/A

In current
release

N/A

N/A

In current
release

N/A

Consolidate requisitions into


purchase orders

N/A

In current
release

N/A

N/A

In current
release

In current
release

Question

System directs pickers to


location in warehouse

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

eSilentPartn
er

fxDBO

In current
release

In current
release

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

In current
release

In current
release

Workaroun Workaroun
d
d

In current
release

In current
release

N/A

Workaroun Workaroun
d
d

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Put away

Requisitions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Approval process

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

eSilentPartn
er

Fidelio

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

fxDBO

RMA tracking

Reasoncodes

Serial no. and lot tracking

Trackhistoryofall
movements

Manufacturing
Type supported

Process (EG food)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Fidelio

Repetitive (EG consumer


electronics)

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Make to stock (EG consumer


household goods)

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Assemble to order (EG


personal computers)

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Make to order (EG complex


custom products)

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Prepared by 180 Systems

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

eSilentPartn
er

fxDBO

CPA Magazine
2014 ERP Survey
Question

Engineer to order (e.g., ship


building)

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

eSilentPartn
er

Fidelio

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

fxDBO

MRP
Based on bill of materials,
inventory availability,
seasonality, trends and orders

Generate suggested PO

Scheduling

Generate production orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Based on resource capacity


of labour and equipment

Based on grouping jobs to


minimize setup

Graphical view - drag and


drop production orders

eSilentPartn
er

Fidelio

N/A

In current
release

N/A

In current
release

FinancialFor Foundation
ce SRP
3000

fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Minor
Modificatio
n

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and Workaroun
database as
d
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

Shop floor data collection

Data collection by bar codes


for labour and materials

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Record any downtime with


reason code

Based on PLC
(programmable logic
controller)

eSilentPartn
er

Fidelio

N/A

In current
release

N/A

N/A

FinancialFor Foundation
ce SRP
3000

N/A

N/A

N/A

N/A

fxDBO

In current
release

In current
release

Genius
Manufactur Glovia G2
ing

In current
release

In current
release

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

3rd party
using same
Minor
Workaroun tools and
Modificatio
d
database as
n
primary
system

In current
release

In current
release

In current
release

Workaroun
d

Quality control

Track nonconformance

Graph results by month over


year

Misc

Prepared by 180 Systems

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

In current
release

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Fidelio

Reverse bill of materials for


disassembly

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Colour size matrix for


apparel manufacturing

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

Engineering change
management

N/A

In current
release

N/A

N/A

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

Multisite production - plan


across locations

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Question

Prepared by 180 Systems

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

eSilentPartn
er

fxDBO

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Fidelio

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Can add any text to invoice

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Time and material

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Fixed fee

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Question

Configurator

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

eSilentPartn
er

fxDBO

Professional services
Flexible invoicing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Fidelio

Percentage complete

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Workaroun
d

In current
release

In current
release

N/A

Cost plus

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Workaroun
d

In current
release

In current
release

N/A

Based on availability

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Match skills

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Workaroun
d

In current
release

N/A

N/A

Question

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

eSilentPartn
er

fxDBO

Scheduling

Match employee
preferences

Timesheets

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

1 week at a time

eSilentPartn
er

Fidelio

In current
release

In current
release

FinancialFor Foundation
ce SRP
3000

fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

Note field for each


project/day

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

Identify overtime

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

Web-based data entry

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

PDA-enabled

Can enter off-line and


synchronize

eSilentPartn
er
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Fidelio

FinancialFor Foundation
ce SRP
3000

fxDBO

3rd party
using same
Minor
tools and
Modificatio
database as
n
primary
system

In current
release

In current
release

In current
release

N/A

In current
release

Genius
Manufactur Glovia G2
ing

N/A

N/A

In current
release

N/A

N/A

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

N/A

Can prepopulate timesheet


based on project assignments

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Workaroun
d

In current
release

In current
release

N/A

Could enter time for a


project, phase and task

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Different (lower) cost/user


for timesheet and expense
module

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

eSilentPartn
er

Fidelio

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Workaroun
d

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

Workaroun
d

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

Workaroun
d

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

fxDBO

Expense Reporting

Calculations such as km's *


rate

Maximums per day

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

WIP

Maintain WIP history

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Fidelio

Generate bill from WIP

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Write-downs or write-ups

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

Workaroun
d

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Question

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

eSilentPartn
er

fxDBO

Revenue Recognition

Based on hours booked *


rate

Based on % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Subscription revenue is
deferred and recognized
monthly

Based on milestone
complete

eSilentPartn
er

FinancialFor Foundation
ce SRP
3000

Fidelio

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

N/A

Minor
Modificatio
n

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

Workflow
Electronic approval of
timesheets and expense
reports

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

Prepared by 180 Systems

In current
release

In current
release

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Fidelio

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Workaroun
d

In current
release

In current
release

N/A

3rd party
Revenue and costs
using same
transferred between divisions
tools and
automatically when an
database as
employee in one division
primary
works for another division
system

N/A

N/A

N/A

In current
release

N/A

Workaroun
d

In current
release

N/A

N/A

2-way integration with


Microsoft Project

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

Minor
Modificatio
n

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Workaroun
d

In current
release

In current
release

N/A

Question

Alert if timesheet not


completed on time

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

eSilentPartn
er

fxDBO

Misc

Pass through charges from


A/P to client

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Charge customer for


equipment usage

Change orders

eSilentPartn
er

Fidelio

FinancialFor Foundation
ce SRP
3000

fxDBO

Genius
Manufactur Glovia G2
ing

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

N/A

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

In current
release

N/A

In current
release

In current
release

N/A

Minor
Modificatio
n

N/A

N/A

Minor
Modificatio
n

In current
release

N/A

Construction
Estimating
Estimates based on building
statistics such as no. of suites
and historical rates

N/A

N/A

N/A

N/A

In current
release

N/A

Detailed estimates based on


take-offs that Include floor
area, drywall and appliances

N/A

N/A

N/A

N/A

In current
release

N/A

Budgeting

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Fidelio

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Bids online

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

Bids via spreadsheet

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

Question

Maintain budget that


includes change orders and
commitments

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

eSilentPartn
er

fxDBO

Collaboration With Trades

Track status of activities to


be completed by trades

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Fidelio

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

Generate schedule based on


start date, lag time between
activities and dependencies

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Update schedule as work


gets completed

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Question

Alerts if late

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

eSilentPartn
er

fxDBO

Scheduling

Billing

By % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

eSilentPartn
er

Fidelio

N/A

In current
release

FinancialFor Foundation
ce SRP
3000

fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

Minor
Modificatio
n

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Escalations if work not done


on time

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Track service history by serial


no.

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

By milestone

Service management
Service calls

Date and time stamping

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Generate quote for


customer

Generate work order

Generate invoice for work


done and inventory used

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

eSilentPartn
er

Fidelio

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

fxDBO

Scheduling / Dispatching

Manually assign resources

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Fidelio

N/A

In current
release

N/A

In current
release

In current
release

N/A

Workaroun
d

In current
release

In current
release

N/A

Check status

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Log problem

N/A

In current
release

N/A

N/A

In current
release

N/A

Workaroun
d

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Question

Automatically assign
resources based on skills and
availability

FinancialFor Foundation
ce SRP
3000

Genius
Manufactur Glovia G2
ing

eSilentPartn
er

fxDBO

Self service by client

Access to information to
resolve problem

Human Resources
Recruitment

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

Workaroun
d

N/A

Workaroun
d

In current
release

N/A

N/A

In current
release

Workaroun
d

N/A

Workaroun
d

In current
release

N/A

In current
release

N/A

In current
release

Workaroun
d

N/A

Workaroun
d

In current
release

N/A

In current
release

N/A

In current
release

Workaroun
d

N/A

Workaroun
d

In current
release

N/A

eSilentPartn
er

Fidelio

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Pictures attached to
employee and available for
view by employees that have
access

N/A

In current
release

Self serve over the Internet

N/A

In current
release

Question

Web based

Automated screening based


on keywords or qualifications

FinancialFor Foundation
ce SRP
3000

fxDBO

Employee administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

Workaroun
d

N/A

Workaroun
d

In current
release

N/A

In current
release

In current
release

Workaroun
d

N/A

Workaroun
d

In current
release

N/A

N/A

N/A

In current
release

Workaroun
d

N/A

Workaroun
d

In current
release

N/A

N/A

N/A

In current
release

Workaroun
d

N/A

Workaroun
d

In current
release

N/A

eSilentPartn
er

Fidelio

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Maintain history of
compensation and ratings

N/A

In current
release

Record company assets


including keys, Blackberries,
laptops given out to
employees

N/A

In current
release

Question

Generate work flow approval


on change of certain
information

Skills and degrees

Leave of absence
administration

Prepared by 180 Systems

FinancialFor Foundation
ce SRP
3000

fxDBO

CPA Magazine
2014 ERP Survey
Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

Workaroun
d

N/A

Workaroun
d

In current
release

N/A

N/A

In current
release

Workaroun
d

N/A

Workaroun
d

In current
release

N/A

N/A

N/A

In current
release

Workaroun
d

N/A

Workaroun
d

In current
release

N/A

N/A

N/A

In current
release

Workaroun
d

N/A

Workaroun
d

In current
release

N/A

eSilentPartn
er

Fidelio

Able to view the various


absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

N/A

In current
release

N/A

N/A

Absence approval process

N/A

In current
release

N/A

Maintain Job Descriptions


and attached to employees

N/A

In current
release

Track performance review


process - dates, ratings

N/A

In current
release

Question

FinancialFor Foundation
ce SRP
3000

fxDBO

Performance Management

Benefit Administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

Workaroun
d

N/A

Workaroun
d

In current
release

N/A

N/A

In current
release

Workaroun
d

N/A

Workaroun
d

In current
release

N/A

N/A

N/A

In current
release

Workaroun
d

N/A

Workaroun
d

In current
release

N/A

N/A

N/A

In current
release

Workaroun
d

N/A

Workaroun
d

In current
release

N/A

eSilentPartn
er

Fidelio

Benefit plans and deductions


- family vs. single, LTD, Life
Insurance, etc.

N/A

In current
release

N/A

N/A

Eligibility dates for benefits

N/A

In current
release

N/A

Employee update courses


online

N/A

In current
release

Registration for internal


courses by employees

N/A

In current
release

Question

FinancialFor Foundation
ce SRP
3000

fxDBO

Training Administration

Document management
Integration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

eSilentPartn
er

Fidelio

FinancialFor Foundation
ce SRP
3000

Attach multiple documents


to any transactions in the
system

In current
release

In current
release

In current
release

In current
release

Attach multiple documents


to any master files (such as
customer or supplier) in the
system

In current
release

In current
release

In current
release

In current
release

fxDBO

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

N/A

In current
release

N/A

In current
release

N/A

Change Control

Optionally check in and out

In current
release

In current
release

N/A

Email alerts if changed

In current
release

In current
release

In current
release

Prepared by 180 Systems

N/A

In current
release

3rd party
using same
Minor
tools and Workaroun
Modificatio
database as
d
n
primary
system

N/A

In current
release

Minor
Modificatio
n

In current
release

Workaroun
d

CPA Magazine
2014 ERP Survey
Question

Versioning

eSilentPartn
er

FinancialFor Foundation
ce SRP
3000

Fidelio

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

N/A

In current
release

Minor
Minor
Workaroun
Modificatio Modificatio
d
n
n

In current
release

N/A

In current
release

N/A

In current
release

Minor
Modificatio
n

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Minor
Modificatio
n

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Minor
Workaroun Workaroun
Modificatio
d
d
n

In current
release

N/A

Approvals

Approval process

Based on same tools as


approving transactions

Show status of document

Search

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Search on file names

Search for embedded text

Search for key words

eSilentPartn
er
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Fidelio

FinancialFor Foundation
ce SRP
3000

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

fxDBO

Genius
Manufactur Glovia G2
ing

3rd party
using same
Minor
tools and
Modificatio
database as
n
primary
system
3rd party
using same
tools and
N/A
database as
primary
system
3rd party
using same
tools and
N/A
database as
primary
system

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

Workaroun
d

In current
release

N/A

In current
release

Workaroun
d

In current
release

N/A

In current
release

Workaroun
d

In current
release

N/A

In current
release

N/A

In current
release

In current
release

CRM
Applications

Contact Management

Prepared by 180 Systems

N/A

In current
release

N/A

CPA Magazine
2014 ERP Survey
eSilentPartn
er

Fidelio

N/A

In current
release

Marketing automation

Service management

Question

Sales force automation

FinancialFor Foundation
ce SRP
3000

fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

Minor
Modificatio
n

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

eCommerce
Customer portal

Customers can place order


online

Prepared by 180 Systems

N/A

In current
release

N/A

In current
release

Next Year

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

eSilentPartn
er

Fidelio

FinancialFor Foundation
ce SRP
3000

fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Order confirmation includes


a link to secure customer
portal

N/A

In current
release

N/A

In current
release

Next Year

N/A

In current
release

N/A

Customer can check order


status online

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

Minor
Modificatio
n

Next Year

N/A

In current
release

N/A

N/A

In current
release

N/A

Minor
Modificatio
n

N/A

In current
release

N/A

Link to carrier's website and


view status of shipment based
on tracking no.

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

N/A

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

eSilentPartn
er

Fidelio

N/A

In current
release

N/A

In current
release

FinancialFor Foundation
ce SRP
3000

N/A

N/A

fxDBO

Genius
Manufactur Glovia G2
ing

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

Minor
Modificatio
n

N/A

In current
release

N/A

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Tier

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules
3
1

Infor

Infor

Infor

Infor

Intacct

IOA
Software

Aptean

FP8

7.1.0

10

Saas
Solution

8.5

2015

2013

9.1

Contact name

Nigel
Whitmore

Nigel
Whitmore

Nigel
Whitmore

Nigel
Whitmore

Sharon
Carnicelli

James
Hollohan

Dmitry
Kirshner

Michel
Boisvert

Michel
Boisvert

Kaley O'Neill

Contact phone no.

999-9999999

999-9999999

999-9999999

678-3198000

650-8232100

866-2564156 n/a

204-2874747

450-4246847 101

450-4246847 101

416-4320666

System information
Vendor name

Version no.

Ipso
Ipso
Technologie Technologie
s
s

Oracle

Contact

Contact email

Prepared by 180 Systems

Nigel.Whitm Nigel.Whitm Nigel.Whitm Nigel.Whitm


jhollohan@i dmitry.kirsh
kaley.oneill
scarnicelli@i
michel.boisv michel.boisv
ore@infor.c ore@infor.c ore@Infor.c ore@Infor.c
oasoftware. ner@aptean
@oracle.co
ntacct.com
ert@ipso.ca ert@ipso.ca
om
om
om
om
com
.com
m

CPA Magazine
2014 ERP Survey
Question

Website

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)
Ratio - average
implementation cost/licence
cost
Average implementation
cost ($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

www.infor.c www.infor.c www.infor.c www.infor.c www.intacc www.ioasof www.aptea www.ipsobi www.ipso.c www.oracle
om
om
om
om
t.com
tware.com
n.com
z.ca
a
.com

NA
NA
NA

NA
NA
NA

NA
NA
NA

NA
NA
NA

NA
NA
NA

$1,499
10
$14,990

$3,500
20
$70,000

$1,500
6
$9,000

$2,500
15
$37,500

NA
NA
NA

NA

NA

NA

NA

NA

0.25

0.5

0.5

NA

NA

NA

NA

NA

NA

$14,990

$17,500

$4,500

$18,750

NA

NA

NA

NA

NA

NA

$29,980

$87,500

$13,500

$56,250

NA

Average annual fee / user ($)

NA

NA

NA

NA

$2,400

$349

NA

NA

NA

NA

Average no. of users


Average annual fees ($)

NA
NA

NA
NA

NA
NA

NA
NA

8
$19,200

10
$3,490

NA
NA

NA
NA

NA
NA

NA
NA

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Average implementation
costs / average fees - year one

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA

$19,200

$3,490

NA

NA

NA

NA

NA

NA

NA

NA

$101,412

$18,434

NA

NA

NA

NA

NA

NA

NA

NA

7,300

5,000

9,000

NA

NA

NA

NA

NA

NA

NA

7,300

300

1,000

NA

NA

NA

Previousyearrevenue-all
systems - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA

Previousyearrevenue-this
system - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA

Currentyearrevenue-all
systems - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA

Currentyearrevenue-this
system - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

NA

NA

NA

Average implementation
costs - year one ($)
NPV over 5 years (discount
rate of 5%) ($)
Vendor information
Customer information
No. of customers worldwide - all products
No. of customers worldwide - this product
Revenue ($US)

Company profile

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Budget for licence cost and


implementation services
> $300K
Between $50K and $300K
< $50K

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Primary
Primary
Secondary

Primary
Primary
Secondary

Secondary
Primary
Primary

Primary
Primary
Primary

Secondary
Primary
Secondary

N/A
Secondary
Primary

Secondary
Primary
Secondary

N/A
N/A
N/A

N/A
N/A
N/A

Primary
Primary
N/A

Primary
Primary
N/A

N/A
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

Primary
Secondary
N/A

N/A
Secondary
Primary

N/A
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

Primary
Secondary
N/A

Primary

Primary

Secondary

Primary

Secondary

N/A

Secondary

N/A

N/A

Primary

Primary

Primary

Primary

Primary

Primary

Secondary

Primary

N/A

N/A

Primary

Secondary

Secondary

Primary

N/A

Secondary

Primary

Secondary

N/A

N/A

N/A

Full
Full
Full
Full
Partial
Full
Full

Full
Full
Full
Full
Partial
Full
Full

Full
Full
Full
Full
Partial
Full
Partial

None
None
None
None
None
None
None

Partial
Partial
Partial
Partial
Partial
Partial
Partial

None
None
None
None
None
None
Full

None
Full
None
None
None
None
None

None
None
None
None
None
None
None

None
None
None
None
None
None
None

Full
Full
Full
Full
Partial
Full
Partial

Annual budget for software as


a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway

Prepared by 180 Systems

Infor ERP
SyteLine
Full
Full
Partial
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Partial
Partial
Full
Partial
Full
Full
Full
Full

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)
Full
None
Partial
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Partial
Partial
Full
Partial
Full
Full
Full
Full

Full
Full
Partial
Partial
Full
Partial
Full
Full
Full
Partial
Full
Partial
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Partial
Partial
Full
Partial
Full
Full
Full
Full

Infor10 ERP
Process
Business
(Adage
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules
Full
Full
None
Full
None
Partial
None
Full
None
Full
None
Partial
None
Full
None
Full
None
Full
None
Partial
None
Full
None
Full
None
Full
None
Partial
None
Full
None
Partial
None
Full
None
Full
None
Partial
None
Partial
None
Partial
None
Partial
None
Partial
None
Partial
None
Partial
None
Full
None
Full
None
Partial
None
Partial

CPA Magazine
2014 ERP Survey
Question

Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil

Prepared by 180 Systems

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

Full
Full
Full
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
Full
Full
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
Partial
Full
Partial
Partial
Partial
Full
Partial
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Full
Partial

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Full
Full
Partial
Full

Full
Full
Full
Full
Partial
Full

Full
Full
Full
Full
Partial
Full

None
None
None
None
None
None

None
Partial
Partial
Partial
None
None

None
None
None
None
None
None

None
Full
None
None
None
None

None
None
None
None
None
None

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules
None
Partial
None
Partial
None
Partial
Partial
Partial
None
Full
None
Partial
None
Partial
None
Partial
None
Partial
None
Full
None
Partial
None
Full
None
Full
None
Full
None
Full
None
Partial
None
Partial
None
Partial
None
Partial
None
Full
Partial
Full
None
Partial
None
None
None
None
None
None

Partial
Full
Full
Full
Partial
Full

CPA Magazine
2014 ERP Survey
Question

Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand

Prepared by 180 Systems

Infor ERP
SyteLine
Full
Full
Full
Partial
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Partial
Partial
Full
Full
Full
Full
Full

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)
Full
Full
Full
Partial
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Partial
Partial
Full
Partial
Full
Full
Full

Partial
Full
Full
Partial
Partial
Full
Partial
Full
Full
Full
Partial
Full
Partial
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Partial
Partial
Full
Partial
Full
Full
Full

Infor10 ERP
Process
Business
(Adage
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

None
Partial
None
None
None
Partial
None
Partial
Partial
Partial
Partial
Partial
Partial
Partial
None
Partial
Partial
Partial
None
None
None
None
None
None
None
None
None
Partial
Partial

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules
None
Partial
Full
Full
None
Full
None
Partial
None
Full
None
Full
None
Partial
None
Full
None
Full
None
Full
None
Partial
None
Full
None
Full
None
Full
None
Partial
None
Full
None
Partial
None
Full
None
Full
None
Partial
None
Partial
None
Partial
None
Partial
None
Partial
None
Partial
None
Partial
None
Partial
None
Full
None
Full

CPA Magazine
2014 ERP Survey
Question

Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Language
Language support
Arabic
Chinese
Dutch

Prepared by 180 Systems

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

Full
Full
Full
Full
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
Full
Full
Full
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
Full
Partial
Full
Partial
Partial
Partial
Full
Partial
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Partial
None
Partial
Partial
None
None
None
None
None
None
None
None
Partial
Partial
Partial
Partial
None
None
None
None
Partial
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Full

Full
Full
Full

Full
Full
None

None
Partial
None

Partial
Partial
Partial

None
None
None

None
Full
None

None
None
None

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules
None
Full
None
Full
None
Full
None
Full
Partial
Partial
None
Full
None
Partial
None
Full
None
Partial
None
Partial
None
Partial
None
Partial
None
Full
None
Full
None
Full
None
Full
None
Full
None
Full
None
Partial
None
Partial
None
Full
Partial
Full
None
Partial

None
None
None

Full
Full
Full

CPA Magazine
2014 ERP Survey
Question

English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish
Industry
Industry focus (NAICS)
11 Agriculture, forestry,
fishing and hunting
21 Mining
22 Utilities
23 Construction
31-33 Manufacturing
42 Wholesale trade
44-45 Retail trade
48-49 Transportation and
warehousing
51 Information
52 Finance and insurance
53 Real estate and rental and
leasing
54 Professional, scientific,
and technical services

Prepared by 180 Systems

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules
Full
Full
Full
Full
None
Full
None
None
None
Full
None
Full
None
Full
None
Full
None
Full
Partial
Full

Full
Full
Full
None
Full
Full
None
Full
Full
Full

Full
Full
Full
Full
Full
Full
None
Full
Full
Full

Full
Full
Full
None
Full
Full
None
Full
Full
Full

Partial
Partial
Partial
None
None
None
None
None
None
Partial

Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial

Full
Partial
None
None
None
None
None
None
None
None

Full
Full
None
None
None
None
None
None
None
Full

Full
Full
None
None
None
None
None
None
None
None

Some

N/A

Primary

N/A

Minimal

Some

N/A

N/A

N/A

Primary

N/A
N/A
N/A
Primary
Some
N/A

Some
Some
Primary
Primary
Some
N/A

Secondary
Minimal
Secondary
Primary
Primary
Minimal

N/A
N/A
N/A
Primary
N/A
N/A

Minimal
Some
Some
Some
Minimal
Some

Some
Some
Some
Some
Secondary
Minimal

N/A
N/A
N/A
Primary
N/A
N/A

N/A
N/A
Secondary
Primary
Primary
Secondary

N/A
N/A
N/A
Primary
N/A
N/A

Primary
Primary
Primary
Primary
Primary
Primary

Primary

Some

Some

N/A

Some

Minimal

N/A

N/A

N/A

Primary

N/A
N/A

N/A
N/A

Some
Minimal

N/A
N/A

Primary
Secondary

Minimal
Minimal

N/A
N/A

N/A
N/A

N/A
N/A

Primary
Some

N/A

N/A

N/A

N/A

Primary

Some

N/A

Primary

N/A

Primary

N/A

Some

Minimal

N/A

Primary

Some

N/A

Primary

N/A

Primary

CPA Magazine
2014 ERP Survey
Question

55 Management of
companies and enterprises
56 Administrative and
support and waste
management and remediation
services
61 Education services
62 Health care and social
assistance
71 Arts, entertainment and
recreation
72 Accommodation and food
services
81 Other services (except
public administration)
92 Public administration
Technology
Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL

Prepared by 180 Systems

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Primary

Primary

Minimal

N/A

Primary

Some

N/A

Primary

Secondary

Primary

N/A

N/A

N/A

N/A

Secondary

Minimal

N/A

Secondary

N/A

Primary

N/A

N/A

N/A

N/A

Primary

Minimal

N/A

Secondary

N/A

Primary

N/A

N/A

N/A

N/A

Primary

Some

N/A

N/A

N/A

Some

N/A

N/A

N/A

N/A

Secondary

Minimal

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

Primary

Secondary

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

Primary

Some

N/A

N/A

N/A

Primary

N/A

Secondary

N/A

N/A

Minimal

Minimal

N/A

N/A

N/A

Primary

Primary
N/A
N/A
N/A
N/A
N/A
Secondary
N/A
N/A
N/A

Primary
Primary
N/A
Primary
Primary
Primary
N/A
N/A
N/A
Primary

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
Primary
N/A
N/A
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Secondary
N/A
Secondary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Progress
Secondary
PostgreSQL
Networks supported
Microsoft
Primary
Linux
N/A
Unix
N/A
AIX
N/A
Novell Netware
N/A
IBM AS/400 (OS/400)
N/A
IBM S/390
N/A
Mac OS
N/A
Web browser
Primary
Clients supported
Web based (don't need Citrix
Primary
or Terminal Services)
Windows
Primary
Mac OS (without Web
N/A
browser)
Software delivery
On premises (software is
installed and run on
Primary
customer's hardware)
On demand or SaaS
(customer accesses a single
instance of the software over
Primary
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Prepared by 180 Systems

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules
N/A
N/A
N/A
-

N/A
-

N/A
-

N/A
-

N/A
N/A

N/A
-

N/A
-

N/A
N/A

Primary
Primary
Primary
Primary
N/A
N/A
N/A
N/A
Primary

Primary
Secondary
Secondary
N/A
Secondary
N/A
N/A
N/A
Primary

Primary
N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
N/A
N/A
N/A
Secondary
Secondary
Secondary
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
N/A
N/A
Primary
N/A
N/A
N/A
Primary

Primary
Primary
Primary
N/A
Secondary
N/A
N/A
N/A
N/A

Primary
Primary
Primary
Primary
Primary
Primary
N/A
Primary
Primary

Primary

N/A

N/A

Primary

Secondary

N/A

N/A

N/A

Primary

Primary

Primary

Primary

N/A

Primary

Primary

Primary

Primary

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Primary

Primary

Primary

N/A

N/A

Primary

Primary

Primary

Primary

N/A

N/A

N/A

Primary

N/A

Secondary

Secondary

N/A

Primary

CPA Magazine
2014 ERP Survey
Question

Hosted (software is accessed


on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

Infor ERP
SyteLine

Primary

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Primary

Primary

Infor10 ERP
Process
Business
(Adage

Secondary

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

N/A

N/A

Secondary

N/A

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

N/A

Primary

Applications
Financial

General ledger

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Financial reporting

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts receivable

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Accounts payable

Infor ERP
SyteLine

In current
release

Infor10 ERP
Process
Business
(Adage

In current
release

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

In current
release

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

Next Year

Workaroun
d

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

3rd party
using same
tools and
database as
primary
system

In current
release

Fixed assets

In current
release

In current
release

In current
release

3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system

Multicurrency

In current
release

In current
release

In current
release

In current
release

Budgeting and forecasting

Distribution

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Order processing

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Inventory

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Purchase order

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Warehouse management

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

In current
release

Manufacturing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Discrete

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

In current
release

In current
release

N/A

Process

3rd party
using
different
tools than
primary
system

N/A

Minor
Modificatio
n

In current
release

Make to stock

In current
release

In current
release

In current
release

In current
release

Make to order

In current
release

In current
release

In current
release

In current
release

Other

Prepared by 180 Systems

Intacct

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Service management

Professional services
automation

Project costing

Time billing

Prepared by 180 Systems

Infor ERP
SyteLine

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

In current
release

In current
release

Infor10 ERP
Process
Business
(Adage

N/A

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

N/A

N/A

Minor
Modificatio
n

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Canadian payroll

US payroll

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

In current
release

Workaroun
d

In current
release

Workaroun
d

In current
release

In current
release

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

N/A

N/A

In current
release

In current
release

Next Year

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

Next Year

In current
release

Next Year

N/A

In current
release

In current
release

In current
release

Infor10 ERP
Process
Business
(Adage

HR

In current
release

Workaroun
d

In current
release

N/A

Contact management

In current
release

In current
release

In current
release

N/A

Prepared by 180 Systems

N/A

Major
Modificatio
n

In current
release

Next Year

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Customer relationship
management

In current
release

In current
release

In current
release

In current
release

Business intelligence

In current
release

In current
release

In current
release

In current
release

Corporate performance
management

Construction

Prepared by 180 Systems

In current
release

In current
release

Workaroun Workaroun
d
d

In current
release

In current
release

In current
release

N/A

Intacct

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

Next Year

N/A

CPA Magazine
2014 ERP Survey
Question

Not-for-profit

Retail

Document management

Generic features
Ease of use
Consistent user interface
throughout the application
Shortcuts to specific
programs
Type ahead/autofill

Prepared by 180 Systems

Infor ERP
SyteLine

N/A

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

N/A

N/A

Infor10 ERP
Process
Business
(Adage

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release
In current
release
In current
release

In current
release
In current
release

In current
release
In current
release
In current
release

N/A

In current
release
In current
release
N/A

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release
In current
release
In current
release

In current
release
In current
release
In current
release

In current
release
In current
release
In current
release

3rd party
3rd party
using
using same
different
tools and
N/A
tools than database as
primary
primary
system
system
3rd party
3rd party
using
using same
different
tools and
N/A
tools than
database as
primary
primary
system
system

In current
release
In current
release
In current
release

N/A
N/A
N/A

In current
release
In current
release
N/A

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

User defined help

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Only need a browser

In current
release

In current
release

Next Year

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release
In current
release

In current
release

In current
release
In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

Multiple criteria to find a


record
Global search
Screens on dual monitors
open at same time without
additional license
Customization

Add user-defined fields to


screen

Prepared by 180 Systems

N/A

N/A

In current
release
In current
release

Workaroun
d

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Infor10 ERP Infor10 ERP
Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Question

Infor ERP
SyteLine

Used in report selection and


ordering

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Without changing source


code

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Platformforbusiness
partners to extend solution

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

Next Year

N/A

N/A

Multiple companies

Automatic balancing of
intercompany transactions

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules
3rd party
using
different
In current
tools than
release
primary
system
3rd party
using
different
In current
tools than
release
primary
system
3rd party
using
different
In current
tools than
release
primary
system

Purchaseorderautomatically In current
becomes sales order
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Shareinventoryacross
separate companies

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

N/A

Sharevendorsacross
separate companies

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

N/A

Next Year

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Multiplecompaniesinsame
database and each company
can have a different home
currency
Multicurrency

Calculaterealizedgainsand
losses

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor10 ERP Infor10 ERP
Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Question

Infor ERP
SyteLine

Calculateunrealizedgains
and losses

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

Invoiceandpaymentin
different currencies

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Password security
By company
By menu

By function ( view, add,


change, delete)

By field

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

By account code segment


(e.g., department)

In current
release

N/A

By employee or by role

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system
In current
release

Infor10 ERP
Process
Business
(Adage

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

Workflow

Online review and approval


of transactions

In current
release

In current
release

In current
release

Alerts on pending and late


activities

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Visual view of business


process

In current
release

In current
release

In current
release

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor10 ERP Infor10 ERP
Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Question

Infor ERP
SyteLine

Configurable without being a


programmer

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

Generate emails with link


back to system for approval

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Mobile Application

Optimized UI for some


functions on iPhone

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Optimized UI for some


functions on Android

In current
release

Next Year

Next Year

N/A

In current
release

N/A

Prepared by 180 Systems

3rd party
using same
Workaroun tools and Workaroun
d
database as
d
primary
system
3rd party
using same
Workaroun tools and Workaroun
d
database as
d
primary
system

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

3rd party
using same
Workaroun tools and Workaroun
d
database as
d
primary
system
3rd party
using same
Workaroun tools and Workaroun
d
database as
d
primary
system

Optimized UI for some


functions on Blackberry

In current
release

Next Year

N/A

N/A

In current
release

N/A

In current
release

Optimized UI for some


functions on Microsoft
Windows Phone

In current
release

N/A

Next Year

N/A

In current
release

N/A

Multitenant architecture

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

SaaS delivery model

In current
release

N/A

Next Year

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

Hosted option

In current
release

In current
release

Minor
Modificatio
n

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

Cloud ready

Browser support

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor10 ERP Infor10 ERP
Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Question

Infor ERP
SyteLine

Firefox

In current
release

In current
release

Next Year

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

Chrome

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

Workaroun
d

Safari

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

Internet Explorer

In current
release

In current
release

Next Year

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

Business intelligence
Report Writer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor10 ERP Infor10 ERP
Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Question

Infor ERP
SyteLine

Ad hoc - don't need a


programmer

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Uses same password security In current


as application
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Dashboards

Includes metrics

In current
release

In current
release

Includes graphs

In current
release

In current
release

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Includes to-do items

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Configurable without a
programmer

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

OLAP

Create OLAP cubes

Built-in OLAP cubes

Financial
Analysis codes / reporting
structure

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

Next Year

In current
release

In current
release

Next Year

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Attach analysis codes to


general ledger account
segments. For example, attach
a region code to an account
segment for office
Reporting structures that
allow rollups to any
dimension. For example, could
define a rollup from office to
province or state and then to
country
Analysis codes or reporting
structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction
Allocations

Based on percentage

Prepared by 180 Systems

Infor10 ERP
Process
Business
(Adage

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Intacct

Integrated
Office
Accounting
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Intuitive
ERP

IPSO-Biz

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Next Year

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

Next Year

N/A

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

Next Year

N/A

In current
release

Prevent exceeding budget on In current


purchase order
release

In current
release

Minor
Modificatio
n

N/A

Workaroun
d

In current
release

Minor
Modificatio
n

Next Year

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Based on actuals

Commitment accounting

Compare (actuals +
commitments) to budgets

Consolidation

Create new entity and post


j/e's to it

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

Foreign currency translation

Source acct. can be different


than target acct.

Across entities with different


fiscal year ends

Infor ERP
SyteLine

In current
release

In current
release

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Infor10 ERP
Process
Business
(Adage

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Financial Reporting

Rows and columns can be


defined

Prepared by 180 Systems

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Infor10 ERP
Process
Business
(Adage

Infor ERP
SyteLine

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Drill-down to transaction
details

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Format any part of report

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Multiple budgets

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

N/A

In current
release

Export actuals to Excel

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

N/A

In current
release

Question

Multiple hierarchies

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Budgeting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Import budget from Excel

Infor ERP
SyteLine

Minor
Modificatio
n

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

In current
release

3rd party
using
different
tools than
primary
system

Infor10 ERP
Process
Business
(Adage

In current
release

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

N/A

In current
release

In current
release

Next Year

N/A

In current
release

In current
release

Next Year

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Compute budget using


formula

In current
release

In current
release

In current
release

In current
release

In current
release

Exported data is formatted


and includes formulas

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Project accounting

Project can be updated by


any financial transaction

Prepared by 180 Systems

In current
release

In current
release

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Compare budget to actual

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Span fiscal years

In current
release

In current
release

In current
release

N/A

In current
release

Next Year

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Next Year

In current
release

N/A

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

Project subledger (not


tracked in general ledger)

Revenue recognition

Based on % complete

Prepared by 180 Systems

In current
release

In current
release

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Based on milestone
complete

Infor ERP
SyteLine

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

In current
release

In current
release

Infor10 ERP
Process
Business
(Adage

N/A

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

In current
release

3rd party
using
different
tools than
primary
system

Minor
Modificatio
n

In current
release

N/A

In current
release

N/A

Workaroun
d

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Budgeting and forecasting


Budget approval process

Multiple levels of approval

In current
release

In current
release

Workaroun
d

In current
release

Escalation rules

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

Workaroun
d

In current
release

3rd party
using same
tools and
database as
primary
system
3rd party
using
different
tools than
primary
system

Calculations

Excel-like formulas

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Wages and benefits


calculated based on rates in
payroll

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

In current
release

Workaroun
d

Infor10 ERP
Process
Business
(Adage

N/A

Driver-based budgeting

In current
release

In current
release

Workaroun
d

In current
release

Based on trends

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

Workaroun
d

N/A

Based on regression
smoothing techniques

Prepared by 180 Systems

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

N/A

In current
release

Workaroun
d

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

Next Year

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see


the results automatically

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

Workaroun
d

In current
release

Intacct

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

N/A

In current
release

Next Year

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

Minor
Modificatio
n

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

Audit trail

Track changes/versions

In current
release

In current
release

Workaroun
d

Summary of changes form


preceding forecast

In current
release

In current
release

Workaroun
d

Fixed assets
Setup

Prepared by 180 Systems

In current
release

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Minor
Workaroun
Modificatio
d
n

CPA Magazine
2014 ERP Survey
Question

Multiple books

Infor ERP
SyteLine

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

In current
release

Workaroun
d

Infor10 ERP
Process
Business
(Adage

Intacct

3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

N/A

Workaroun
d

N/A

N/A

In current
release

Next Year

N/A

In current
release

Next Year

N/A

In current
release

Next Year

N/A

In current
release

Depreciation

Straight line

In current
release

In current
release

Declining balance

In current
release

In current
release

Half-year convention

In current
release

In current
release

Disposals

Prepared by 180 Systems

Workaroun
d

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system
3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system
3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Gain/loss calculation

In current
release

In current
release

Partial disposals

In current
release

In current
release

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system
3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system

3rd party
using
different
tools than
primary
system

3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

Intuitive
ERP
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Next Year

N/A

In current
release

Next Year

N/A

In current
release

Workaroun
d

Next Year

N/A

In current
release

In current
release

Next Year

In current
release

In current
release

Integration
Fixed assets linked with
accounts payable - only need
to enter asset once

In current
release

In current
release

Preventive maintenance

Schedule maintenance based In current


on usage
release

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Track all work done on asset

In current
release

In current
release

In current
release

In current
release

Schedule maintenance

In current
release

In current
release

In current
release

In current
release

Intacct

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

N/A

In current
release

Next Year

In current
release

In current
release

N/A

In current
release

Next Year

In current
release

In current
release

Distribution
Back orders

Back order preference by


customer

In current
release

In current
release

Workaroun
d

N/A

Back order fulfillment based


on customer priority

In current
release

In current
release

In current
release

N/A

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Back order fulfillment based


on order date

In current
release

In current
release

In current
release

N/A

Back order fulfillment based


on requested ship date

In current
release

In current
release

In current
release

N/A

Back order fulfillment based


on a set of rules that include
customer preference, order
date and requested ship date

In current
release

In current
release

In current
release

N/A

Intacct

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Minor
Modificatio
n

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Available To promise

Date-sensitive view of
inventory demand and supply

Data collection

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Bar coding

Infor ERP
SyteLine

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

In current
release

In current
release

Infor10 ERP
Process
Business
(Adage

In current
release

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules
3rd party
using same
In current
tools and
release
database as
primary
system

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

N/A

Workaroun
d

In current
release

In current
release

In current
release

Landed cost

Basedonstd.percentages

Based on actuals

Allocate actual invoice for a


landed cost component such
as freight to 1 PO or receipt

Prepared by 180 Systems

In current
release

In current
release

Minor
Modificatio
n

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Allocate actual invoice for a


landed cost component such
as freight to multiple PO's or
receipts

Infor ERP
SyteLine

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

In current
release

In current
release

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

In current
release

3rd party
using
different
tools than
primary
system

N/A

Workaroun
d

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

EDI supported

Orderplacementand
acknowledgement

In current
release

In current
release

In current
release

Picking

Wavepicking

Pallet, case and unit picking

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system

N/A

Workaroun
d

N/A

In current
release

In current
release

Workaroun
d

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

System directs pickers to


location in warehouse

Infor ERP
SyteLine

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

In current
release

Workaroun
d

Infor10 ERP
Process
Business
(Adage

In current
release

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Put away

Pallet,caseandunitput
away

In current
release

In current
release

Workaroun
d

In current
release

Systemselectsthebest
location

In current
release

In current
release

Workaroun
d

N/A

Convert requisition into a


purchase order

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Consolidate requisitions into


purchase orders

In current
release

In current
release

In current
release

In current
release

In current
release

Major
Modificatio
n

In current
release

N/A

In current
release

In current
release

Requisitions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Approval process

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

In current
release

In current
release

In current
release

In current
release

In current
release

Major
Modificatio
n

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

In current
release

In current
release

RMA tracking

Reasoncodes

Serial no. and lot tracking

Trackhistoryofall
movements

Manufacturing
Type supported

Process (EG food)

Prepared by 180 Systems

Minor
Modificatio
n

N/A

Major
Modificatio
n

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Repetitive (EG consumer


electronics)

In current
release

In current
release

Minor
Modificatio
n

N/A

Make to stock (EG consumer


household goods)

In current
release

In current
release

In current
release

In current
release

Assemble to order (EG


personal computers)

In current
release

In current
release

In current
release

N/A

Make to order (EG complex


custom products)

In current
release

In current
release

In current
release

In current
release

Prepared by 180 Systems

Intacct

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Engineer to order (e.g., ship


building)

Infor ERP
SyteLine

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

In current
release

In current
release

Infor10 ERP
Process
Business
(Adage

N/A

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

MRP
Based on bill of materials,
inventory availability,
seasonality, trends and orders

Generate suggested PO

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Scheduling

Generate production orders

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Based on resource capacity


of labour and equipment

Infor ERP
SyteLine

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

In current
release

In current
release

In current
release

In current
release

Based on grouping jobs to


minimize setup

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Graphical view - drag and


drop production orders

In current
release

In current
release

In current
release

In current
release

Intacct

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

In current
release

Major
Modificatio
n

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

Shop floor data collection

Data collection by bar codes


for labour and materials

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Record any downtime with


reason code

In current
release

In current
release

In current
release

Based on PLC
(programmable logic
controller)

3rd party
3rd party
3rd party
using
using same
using
different
tools and
different
tools than database as tools than
primary
primary
primary
system
system
system

Infor10 ERP
Process
Business
(Adage

In current
release

In current
release

Intacct

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

3rd party
using
different
tools than
primary
system

In current
release

N/A

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

In current
release

In current
release

Major
Modificatio
n

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

In current
release

Next Year

In current
release

In current
release

Next Year

3rd party
using
different
tools than
primary
system

In current
release

Quality control

Track nonconformance

Graph results by month over


year

Misc

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Major
Modificatio
n

In current
release

CPA Magazine
2014 ERP Survey
Question

Reverse bill of materials for


disassembly

Infor ERP
SyteLine

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

In current
release

Major
Modificatio
n

Colour size matrix for


apparel manufacturing

In current
release

N/A

Major
Modificatio
n

Engineering change
management

In current
release

In current
release

In current
release

Multisite production - plan


across locations

Prepared by 180 Systems

In current
release

In current
release

In current
release

Infor10 ERP
Process
Business
(Adage

In current
release

N/A

N/A

In current
release

Intacct

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

Major
Modificatio
n

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

Major
Modificatio
n

In current
release

CPA Magazine
2014 ERP Survey
Question

Configurator

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

Major
Modificatio
n

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

In current
release

In current
release

Professional services
Flexible invoicing

Can add any text to invoice

Time and material

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Fixed fee

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Percentage complete

Cost plus

Infor ERP
SyteLine

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

N/A

Workaroun
d

Infor10 ERP
Process
Business
(Adage
N/A

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Workaroun
d

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

Workaroun
d

In current
release

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

Workaroun
d

In current
release

N/A

In current
release

Scheduling

Based on availability

Match skills

Match employee
preferences

Timesheets

Prepared by 180 Systems

In current
release

3rd party
using
different
tools than
primary
system

N/A

Workaroun
d

In current
release

In current
release

N/A

Workaroun
d

In current
release

Minor
Modificatio
n

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

1 week at a time

In current
release

N/A

In current
release

N/A

In current
release

Note field for each


project/day

In current
release

N/A

Workaroun
d

N/A

In current
release

Identify overtime

In current
release

N/A

In current
release

N/A

In current
release

Web-based data entry

Prepared by 180 Systems

In current
release

N/A

Workaroun
d

N/A

In current
release

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

N/A

In current
release

Major
Modificatio
n

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

Integrated
Office
Accounting

CPA Magazine
2014 ERP Survey
Question

PDA-enabled

Can enter off-line and


synchronize

Infor ERP
SyteLine

In current
release

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

N/A

N/A

N/A

N/A

Infor10 ERP
Process
Business
(Adage

N/A

N/A

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

In current
release

Major
Modificatio
n

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Can prepopulate timesheet


based on project assignments

In current
release

N/A

N/A

N/A

In current
release

Next Year

3rd party
using
different
tools than
primary
system

Could enter time for a


project, phase and task

In current
release

N/A

N/A

N/A

In current
release

Next Year

In current
release

Prepared by 180 Systems

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Different (lower) cost/user


for timesheet and expense
module

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

N/A

N/A

Infor10 ERP
Process
Business
(Adage

N/A

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

In current
release

Next Year

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

Expense Reporting

Calculations such as km's *


rate

Maximums per day

In current
release

In current
release

N/A

N/A

Workaroun
d

Workaroun
d

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

WIP

Maintain WIP history

Prepared by 180 Systems

In current
release

N/A

In current
release

N/A

Next Year

In current
release

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Generate bill from WIP

Write-downs or write-ups

Infor ERP
SyteLine

In current
release

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

N/A

N/A

In current
release

In current
release

Infor10 ERP
Process
Business
(Adage

N/A

N/A

Intacct

Integrated
Office
Accounting

In current
release

In current
release

Next Year

3rd party
using
different
tools than
primary
system

Intuitive
ERP
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

Revenue Recognition

Based on hours booked *


rate

Based on % complete

Prepared by 180 Systems

In current
release

In current
release

N/A

N/A

Workaroun
d

Workaroun
d

N/A

N/A

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Subscription revenue is
deferred and recognized
monthly

In current
release

N/A

N/A

N/A

In current
release

Based on milestone
complete

In current
release

N/A

N/A

N/A

In current
release

Integrated
Office
Accounting

Intuitive
ERP

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

IPSO-Biz

N/A

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules
3rd party
using
different
In current
tools than
release
primary
system

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Workflow
Electronic approval of
timesheets and expense
reports

In current
release

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

In current
release

Prepared by 180 Systems

N/A

Workaroun
d

N/A

Workaroun
d

N/A

In current
release

Major
Modificatio
n

N/A

In current
release

Major
Modificatio
n

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Alert if timesheet not


completed on time

Infor ERP
SyteLine

In current
release

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

Major
Modificatio
n

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

Major
Modificatio
n

N/A

N/A

N/A

Minor
Modificatio
n

N/A

N/A

Minor
Modificatio
n

N/A

Minor
Modificatio
n

N/A

Workaroun
d

N/A

In current
release

N/A

Workaroun
d

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

Major
Modificatio
n

N/A

In current
release

Major
Modificatio
n

Misc
Revenue and costs
transferred between divisions
automatically when an
employee in one division
works for another division

2-way integration with


Microsoft Project

In current
release

Pass through charges from


A/P to client

In current
release

Prepared by 180 Systems

N/A

Workaroun
d

N/A

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Charge customer for


equipment usage

In current
release

Change orders

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

N/A

N/A

Workaroun
d

Workaroun
d

Infor10 ERP
Process
Business
(Adage

N/A

N/A

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Next Year

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

Major
Modificatio
n

N/A

N/A

N/A

N/A

Major
Modificatio
n

N/A

N/A

N/A

N/A

Construction
Estimating
Estimates based on building
statistics such as no. of suites
and historical rates

N/A

N/A

Major
Modificatio
n

N/A

Detailed estimates based on


take-offs that Include floor
area, drywall and appliances

N/A

N/A

Major
Modificatio
n

N/A

Budgeting

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Maintain budget that


includes change orders and
commitments

Infor ERP
SyteLine

N/A

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

In current
release

In current
release

Infor10 ERP
Process
Business
(Adage

N/A

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

Next Year

N/A

In current
release

Major
Modificatio
n

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

In current
release

Major
Modificatio
n

N/A

N/A

N/A

In current
release

Collaboration With Trades

Bids online

Bids via spreadsheet

Track status of activities to


be completed by trades

Prepared by 180 Systems

N/A

N/A

N/A

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

Major
Modificatio
n

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Alerts if late

Infor ERP
SyteLine

N/A

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

N/A

In current
release

In current
release

N/A

N/A

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

3rd party
using
different
tools than
primary
system

Major
Modificatio
n

N/A

N/A

N/A

In current
release

Next Year

N/A

In current
release

In current
release

In current
release

Next Year

N/A

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

Next Year

In current
release

In current
release

Scheduling
Generate schedule based on
start date, lag time between
activities and dependencies

N/A

In current
release

3rd party
using
different
tools than
primary
system

Update schedule as work


gets completed

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Billing

By % complete

Prepared by 180 Systems

N/A

In current
release

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

By milestone

Infor ERP
SyteLine

N/A

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

In current
release

In current
release

Infor10 ERP
Process
Business
(Adage

N/A

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

In current
release

3rd party
using
different
tools than
primary
system

N/A

Next Year

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Service management
Service calls

Date and time stamping

Escalations if work not done


on time

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

Track service history by serial In current


no.
release

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Generate quote for


customer

Generate work order

Generate invoice for work


done and inventory used

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

Intacct

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

In current
release

Scheduling / Dispatching

Manually assign resources

Prepared by 180 Systems

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Automatically assign
resources based on skills and
availability

Infor ERP
SyteLine

In current
release

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

In current
release

Major
Modificatio
n

Infor10 ERP
Process
Business
(Adage

Intacct

N/A

3rd party
using
different
tools than
primary
system

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Next Year

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

Next Year

Minor
Modificatio
n

N/A

In current
release

In current
release

Next Year

Minor
Modificatio
n

N/A

N/A

In current
release

Next Year

Minor
Modificatio
n

N/A

N/A

In current
release

Self service by client

Check status

Log problem

Access to information to
resolve problem

Human Resources
Recruitment

Prepared by 180 Systems

In current
release

Major
Modificatio
n

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

Major
Modificatio
n

In current
release

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Infor10 ERP
Process
Business
(Adage

Minor
Major
Workaroun
Modificatio
Modificatio
d
n
n

In current
release

Pictures attached to
employee and available for
view by employees that have
access

Self serve over the Internet

Question

Web based

Automated screening based


on keywords or qualifications

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

N/A

N/A

Next Year

Workaroun
d

N/A

N/A

In current
release

Major
Workaroun
Modificatio
d
n

N/A

N/A

Next Year

Workaroun
d

N/A

N/A

In current
release

In current
release

Workaroun
d

N/A

N/A

N/A

Workaroun
d

In current
release

In current
release

In current
release

In current
release

Major
Workaroun
Modificatio
d
n

N/A

N/A

N/A

Workaroun
d

N/A

N/A

In current
release

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Employee administration

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

N/A

N/A

N/A

Workaroun
d

N/A

N/A

In current
release

Generate work flow approval


In current
on change of certain
release
information

Workaroun
d

3rd party
using
different
tools than
primary
system

In current
release

Workaroun
d

In current
release

N/A

N/A

N/A

Workaroun
d

N/A

N/A

In current
release

Maintain history of
compensation and ratings

In current
release

Workaroun
d

In current
release

N/A

N/A

N/A

Workaroun
d

N/A

N/A

In current
release

Record company assets


including keys, Blackberries,
laptops given out to
employees

In current
release

Workaroun
d

In current
release

N/A

N/A

N/A

Workaroun
d

N/A

N/A

In current
release

Skills and degrees

Leave of absence
administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Able to view the various


absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

In current
release

Workaroun
d

In current
release

N/A

N/A

N/A

Workaroun
d

N/A

In current
release

In current
release

Absence approval process

In current
release

Workaroun
d

In current
release

N/A

N/A

N/A

Workaroun
d

N/A

In current
release

In current
release

Performance Management

Maintain Job Descriptions


and attached to employees

In current
release

Workaroun
d

In current
release

N/A

N/A

N/A

Workaroun
d

N/A

Track performance review


process - dates, ratings

In current
release

Workaroun
d

In current
release

N/A

N/A

N/A

Workaroun
d

N/A

Benefit Administration

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Benefit plans and deductions


- family vs. single, LTD, Life
Insurance, etc.

In current
release

Workaroun
d

In current
release

N/A

N/A

N/A

Workaroun
d

N/A

N/A

In current
release

Eligibility dates for benefits

In current
release

Workaroun
d

In current
release

N/A

N/A

N/A

Workaroun
d

N/A

N/A

In current
release

In current
release

Workaroun
d

In current
release

N/A

N/A

N/A

Workaroun
d

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Training Administration

Employee update courses


online

Registration for internal


courses by employees

Document management
Integration

Prepared by 180 Systems

In current
release

Workaroun
d

In current
release

N/A

N/A

N/A

Workaroun
d

N/A

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Attach multiple documents


to any transactions in the
system

In current
release

In current
release

In current
release

N/A

Attach multiple documents


to any master files (such as
customer or supplier) in the
system

In current
release

In current
release

In current
release

N/A

Intacct

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

N/A

In current
release

N/A

N/A

In current
release

N/A

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules
3rd party
using same
tools and
In current
database as
release
primary
system

In current
release

In current
release

Change Control

Optionally check in and out

Workaroun
d

In current
release

Minor
Modificatio
n

N/A

N/A

N/A

In current
release

N/A

Email alerts if changed

Workaroun
d

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Versioning

Infor ERP
SyteLine

Workaroun
d

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

In current
release

In current
release

Infor10 ERP
Process
Business
(Adage

N/A

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

N/A

N/A

In current
release

N/A

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules
3rd party
using same
tools and
In current
database as
release
primary
system

Approvals

Approval process

Based on same tools as


approving transactions

Show status of document

Search

Prepared by 180 Systems

Workaroun
d

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

Workaroun
d

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

Workaroun
d

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Search on file names

Workaroun
d

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

Search for embedded text

Workaroun
d

In current
release

Major
Modificatio
n

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

Search for key words

Workaroun
d

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

CRM
Applications

Contact Management

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

Sales force automation

In current
release

In current
release

In current
release

In current
release

Marketing automation

In current
release

In current
release

In current
release

In current
release

Service management

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Intacct

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

eCommerce
Customer portal

Customers can place order


online

Prepared by 180 Systems

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Order confirmation includes


a link to secure customer
portal

Customer can check order


status online

Link to carrier's website and


view status of shipment based
on tracking no.

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Minor
Modificatio
n

In current
release

In current
release

In current
release

Next Year

In current
release

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Infor10 ERP
Process
Business
(Adage

N/A

N/A

N/A

Intacct

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using
different
tools than
primary
system

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Minor
Modificatio
n

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

Infor ERP
SyteLine

Infor10 ERP Infor10 ERP


Enterprise
Express
(LN)
(Visual)

Infor10 ERP
Process
Business
(Adage

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Intacct

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

JD Edwards
E1 &
IPSO-PME Supporting
Oracle
Modules

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Tier

Jonas
Software

LeanEra

Made2Man
MasterWor
Maconomy
MANITOU
age
ks
2

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

Microsoft

Minotaur
Software

System information
Vendor name

Version no.

Jonas
Software

Profit
Solutions
Deltek |
Internationa Maconomy
l

Aptean

MOMENTU
M
Beckard
TECHNOLO Associates
GIES

Multiview
Momentis
Incorporate
Systems Inc.
d

12.1

X1

2.6

11.8.4

N/A

12.2

Slava
Pastukhov

Winnie
Chen

Katie
Pasciucco

Andy
McNutt

Armand
Hudon

Dave Savard

Henrik
Gtle

Wendy
Pineo

Karen
Meehan

John Leslie

Contact phone no.

905-886-5324
2459

905-8750575 102

617-2267600

317-2491480

418-6816363 2224

416-3230322 25

905-3630955

905-4587575 103

514-9392306 2030

613-2255050 4125

Contact email

slava.pastukho
katie.pasciu andy.mcnut armand.hud dave.savard
wendy@mi kmeehan@ john.leslie@
wchen@psi
henrikg@mi
v@jonassoftw
cco@macon t@aptean.c on@momen @beckard.c
notaursoftw momentis.c multiviewco
erp.com
crosoft.com
are.com
omy.com
om
tum-tech.ca
om
are.com
om
rp.com

Contact
Contact name

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Website

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)
Ratio - average
implementation cost/licence
cost
Average implementation
cost ($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)

Jonas
Software

LeanEra

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

www.jonaswww.micros www.minot
www.multiv
www.psierp www.maco www.aptea www.manit www.beckar
www.mome
construction.c
oft.ca/dyna aursoftware
iewcorp.co
.com
nomy.com n.com/m2m ou-psa.com
d.com
ntis.com
om
mics
.com
m

$2,500
10
$25,000

$2,500
25
$62,500

$1,000
150
$150,000

$3,500
20
$70,000

NA
NA
NA

$1,200
40
$48,000

NA
NA
NA

$2,000
20
$40,000

NA
NA
NA

$3,500
6
$21,000

0.5

1.5

0.25

NA

0.75

NA

0.75

NA

0.75

$12,500

$93,750

$150,000

$17,500

NA

$36,000

NA

$30,000

NA

$15,750

$37,500

$156,250

$300,000

$87,500

NA

$84,000

NA

$70,000

NA

$36,750

Average annual fee / user ($)

NA

$1,680

NA

NA

NA

$600

NA

NA

NA

NA

Average no. of users


Average annual fees ($)

NA
NA

20
$33,600

NA
NA

NA
NA

NA
NA

25
$15,000

NA
NA

NA
NA

NA
NA

NA
NA

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NA

NA

NA

NA

NA

$15,000

NA

NA

NA

NA

NA

NA

$79,228

NA

NA

NA

NA

13,000

9,000

NA

65

NA

360

150

850

300

1,000

3,000

NA

65

NA

155

150

750

18

NA

NA

NA

NA

NA

NA

NA

NA

NA

Previousyearrevenue-this
system - in Millions ($)

18

NA

NA

NA

NA

NA

NA

NA

NA

NA

Currentyearrevenue-all
systems - in Millions ($)

11

NA

NA

NA

NA

NA

NA

NA

NA

NA

Currentyearrevenue-this
system - in Millions ($)

11

NA

NA

NA

NA

NA

NA

NA

NA

NA

Jonas
Software

LeanEra

NA

NA

NA

NA

NA

$33,600

NA

NA

NA

$177,470

NA

1,200

450

1,000

Previousyearrevenue-all
systems - in Millions ($)

Question

Average implementation
costs / average fees - year one
Average implementation
costs - year one ($)
NPV over 5 years (discount
rate of 5%) ($)
Vendor information
Customer information
No. of customers worldwide - all products
No. of customers worldwide - this product
Revenue ($US)

Company profile

Prepared by 180 Systems

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

CPA Magazine
2014 ERP Survey
Question

Budget for licence cost and


implementation services
> $300K
Between $50K and $300K
< $50K

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

Secondary
Primary
Secondary

Primary
Primary
Primary

N/A
Primary
Secondary

N/A
N/A
N/A

Secondary
Primary
Secondary

N/A
Primary
Secondary

Secondary
Primary
Secondary

Secondary
Primary
Secondary

N/A
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

Secondary

N/A

N/A

Primary

N/A

N/A

Primary

Primary

Primary

Primary

Primary

Primary

Primary

N/A

Secondary

Secondary

N/A

Primary

Secondary

Primary

Secondary

Secondary

N/A

Secondary

None
None
None
None
None
None
None

None
None
None
None
None
None
Full

None
None
None
None
None
None
None

None
None
None
None
None
None
None

None
None
None
None
None
None
None

Partial
Full
Full
Full
Partial
Full
Full

None
None
None
None
None
None
None

None
Partial
None
None
None
None
None

None
None
None
None
None
None
None

Jonas
Software

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

LeanEra

N/A
N/A
Primary

Secondary
Primary
N/A

Secondary
Primary
N/A

N/A
Primary
N/A

N/A
Secondary
Primary

N/A
N/A
N/A

Secondary
Primary
N/A

N/A
N/A
N/A

N/A
N/A
N/A

Primary

Secondary

Secondary

Primary

Primary

Primary

None
None
None
None
None
None
None

Annual budget for software as


a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway

Prepared by 180 Systems

Jonas
Software

LeanEra

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Made2Man
MasterWor
Maconomy
MANITOU
age
ks
Full
None
None
Full
Full
None
None
None
Full
None
None
Full
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
Full

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Partial
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Partial
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil

Prepared by 180 Systems

Jonas
Software

LeanEra

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None

None
Full
None
None
Full
None
None
None
None
Full
None
None
Full
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None

None
None
None
None
None
None

Full
Full
Full
Full
None
Full

None
None
None
None
None
None

None
None
None
None
None
None

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None

Full
Full
Full
Full
Full
Partial
Full
Full
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None

Partial
Full
Full
Full
None
Full

None
None
None
None
None
None

None
None
None
None
None
None

None
None
None
None
None
None

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

CPA Magazine
2014 ERP Survey
Question

Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand

Prepared by 180 Systems

Jonas
Software

LeanEra

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Made2Man
MasterWor
Maconomy
MANITOU
age
ks
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

Partial
Full
Partial
None
Partial
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Partial
Full
Full
Full
Full
Partial
Partial
Full
Full
Full
Full
Partial
Full
Full
Full

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Language
Language support
Arabic
Chinese
Dutch

Prepared by 180 Systems

Jonas
Software

LeanEra

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None

Full
Full
Full
Full
Full
Full
None
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None

None
None
None

None
Partial
Full

None
None
None

None
None
None

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

Full
Partial
Full
Full
Partial
Full
Partial
Full
Partial
Partial
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Partial

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None

Full
Full
Full

None
None
None

None
Partial
None

None
None
None

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

CPA Magazine
2014 ERP Survey
Question

English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish
Industry
Industry focus (NAICS)
11 Agriculture, forestry,
fishing and hunting
21 Mining
22 Utilities
23 Construction
31-33 Manufacturing
42 Wholesale trade
44-45 Retail trade
48-49 Transportation and
warehousing
51 Information
52 Finance and insurance
53 Real estate and rental and
leasing
54 Professional, scientific,
and technical services

Prepared by 180 Systems

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

Full
Partial
None
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
Partial
None
None
None
None
None
None
None
None

Full
Partial
None
None
None
None
None
None
None
Partial

Full
None
None
None
None
None
None
None
None
None

N/A

N/A

Primary

Secondary

N/A

Some

N/A
N/A
N/A
Primary
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
Primary
Primary
Primary

Primary
Primary
Primary
Primary
Primary
Primary

Some
N/A
N/A
Primary
Primary
Some

N/A
N/A
N/A
Secondary
Primary
Secondary

Some
Some
Some
Some
Some
Some

N/A

N/A

N/A

Primary

Primary

Some

N/A

Some

N/A
N/A

N/A
N/A

N/A
N/A

N/A
N/A

N/A
N/A

Primary
Primary

N/A
N/A

N/A
N/A

Some
Primary

Secondary

N/A

N/A

N/A

N/A

N/A

Primary

N/A

N/A

Some

N/A

Primary

Primary

N/A

Primary

N/A

Primary

N/A

Minimal

Secondary

Jonas
Software

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

LeanEra

Full
None
None
None
None
None
None
None
None
None

Full
Full
None
None
None
None
None
None
None
None

Full
Full
Full
None
Partial
Partial
Full
Partial
Partial
Full

Full
None
None
None
None
None
None
None
None
None

Full
Full
None
None
None
None
None
None
None
None

Secondary

N/A

N/A

N/A

Secondary
Primary
N/A
N/A
N/A
N/A

N/A
N/A
Secondary
Primary
Secondary
N/A

N/A
N/A
N/A
N/A
N/A
N/A

N/A

Secondary

N/A
Secondary

CPA Magazine
2014 ERP Survey
Question

55 Management of
companies and enterprises
56 Administrative and
support and waste
management and remediation
services
61 Education services
62 Health care and social
assistance
71 Arts, entertainment and
recreation
72 Accommodation and food
services
81 Other services (except
public administration)
92 Public administration
Technology
Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL

Prepared by 180 Systems

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

Primary

N/A

N/A

Some

N/A

N/A

Primary

N/A

N/A

Some

N/A

Some

N/A

Primary

N/A

N/A

Some

N/A

N/A

N/A

N/A

Primary

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

Primary

N/A

N/A

Secondary

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

N/A

Some

N/A

Primary

Primary

N/A

N/A

N/A

Primary

N/A

N/A

Some

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

N/A

Some

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Secondary
N/A
N/A
N/A
Primary
N/A
N/A
N/A
N/A
N/A

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Jonas
Software

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

LeanEra

N/A

Some

Primary

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows
Mac OS (without Web
browser)
Software delivery
On premises (software is
installed and run on
customer's hardware)
On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Prepared by 180 Systems

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A
N/A

N/A
N/A

N/A
N/A

N/A
N/A

N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Primary
Primary
Secondary
N/A
N/A
N/A
N/A
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
Secondary
N/A
N/A
N/A
N/A
Secondary
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

N/A

Primary

Secondary

Secondary

N/A

Primary

N/A

Primary

Primary

N/A

Primary

Primary

Primary

Secondary

Primary

Secondary

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Secondary

Primary

Primary

N/A

Primary

Secondary

Primary

Primary

Primary

Primary

Primary

Secondary

N/A

N/A

N/A

Primary

Primary

Secondary

N/A

Secondary

N/A

Jonas
Software

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

LeanEra

N/A
-

N/A
N/A

N/A
-

N/A
-

N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Primary
Primary
Primary
Primary
Secondary
N/A
N/A
Primary
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary

Secondary

Primary

Primary

Primary

N/A

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

Primary

Secondary

Secondary

Secondary

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Jonas
Software

LeanEra

N/A

Primary

N/A

Secondary

N/A

General ledger

Major
Modification

In current
release

In current
release

In current
release

Financial reporting

Major
Modification

In current
release

In current
release

Accounts receivable

Major
Modification

In current
release

In current
release

Question

Hosted (software is accessed


on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Applications
Financial

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Accounts payable

Jonas
Software

LeanEra

Major
Modification

In current
release

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Workaroun
d

In current
release

Fixed assets

Major
Modification

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Multicurrency

Major
Modification

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

In current
release

In current
release

Budgeting and forecasting

Major
Modification

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

Workaroun
d

In current
release

Distribution

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Jonas
Software

LeanEra

Order processing

Major
Modification

In current
release

In current
release

In current
release

N/A

Inventory

Major
Modification

In current
release

In current
release

In current
release

Purchase order

Major
Modification

In current
release

In current
release

N/A

In current
release

Workaroun
d

Question

Warehouse management

Manufacturing

Prepared by 180 Systems

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

CPA Magazine
2014 ERP Survey
Question

Jonas
Software

LeanEra

N/A

In current
release

Process

Made2Man
MasterWor
Maconomy
MANITOU
age
ks
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

Minor
Modificatio
n

N/A

Make to stock

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Make to order

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Discrete

Other

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

In current
release

N/A

Workaroun
d

N/A

In current
release

N/A

N/A

Workaroun
d

In current
release

N/A

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Jonas
Software

LeanEra

Major
Modification

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Minor
Modificatio
n

In current
release

Project costing

Major
Modification

In current
release

In current
release

In current
release

Time billing

Major
Modification

In current
release

In current
release

In current
release

Question

Service management

Professional services
automation

Prepared by 180 Systems

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

CPA Magazine
2014 ERP Survey
Question

Canadian payroll

US payroll

Jonas
Software

Major
Modification

Major
Modification

LeanEra

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Workaroun Workaroun
d
d

Workaroun Workaroun
d
d

In current
release

In current
release

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

In current
release

Workaroun
d

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

HR

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

Contact management

N/A

In current
release

In current
release

In current
release

Prepared by 180 Systems

N/A

Microsoft
Dynamics
ERP

3rd party
using same
Workaroun tools and
d
database as
primary
system
3rd party
using same
tools and
N/A
database as
primary
system

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Customer relationship
management

Jonas
Software

LeanEra

N/A

In current
release

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

In current
release

In current
release

In current
release

In current
release

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

In current
release

Minor
Modificatio
n

N/A

In current
release

Business intelligence

N/A

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Corporate performance
management

N/A

In current
release

In current
release

In current
release

N/A

N/A

Workaroun
d

In current
release

N/A

In current
release

Major
Modification

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

Construction

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Jonas
Software

LeanEra

Not-for-profit

N/A

N/A

N/A

N/A

N/A

Retail

N/A

In current
release

N/A

N/A

Major
Modification

In current
release

N/A

Workaroun
d

Major
Modification
Major
Modification
Major
Modification

In current
release
In current
release

Question

Document management

Generic features
Ease of use
Consistent user interface
throughout the application
Shortcuts to specific
programs
Type ahead/autofill

Prepared by 180 Systems

N/A

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

N/A
N/A
N/A

In current
release
In current
release
In current
release

In current
release
N/A
N/A

In current
release
In current
release
In current
release

N/A
N/A
N/A

In current
release
In current
release
In current
release

Workaroun Workaroun
d
d

N/A

In current
release
In current
release
N/A

In current
release

In current
release
In current
release
In current
release

CPA Magazine
2014 ERP Survey
Question

User defined help

Only need a browser

Multiple criteria to find a


record
Global search
Screens on dual monitors
open at same time without
additional license
Customization

Add user-defined fields to


screen

Prepared by 180 Systems

Jonas
Software

LeanEra

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

N/A

N/A

N/A

N/A

Minor
Modificatio
n

In current
release

In current
release

N/A

N/A

In current
release

Workaroun
d

In current
release
In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release
In current
release

In current
release
In current
release

N/A

N/A

N/A

In current
release

Major
Modification

N/A

N/A

N/A

Major
Modification

In current
release

N/A

N/A

N/A

N/A

Major
Modification

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Major
Modification

In current
release

In current
release

In current
release

Next Year

N/A

In current
release

In current
release

In current
release

In current
release

N/A

CPA Magazine
2014 ERP Survey
Jonas
Software

LeanEra

Used in report selection and


ordering

Major
Modification

In current
release

In current
release

In current
release

N/A

Without changing source


code

Major
Modification

In current
release

In current
release

In current
release

N/A

Question

Platformforbusiness
partners to extend solution

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Workaroun
d

In current
release

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Major
Modification

N/A

N/A

In current
release

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

Major
Modification

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Multiple companies

Automatic balancing of
intercompany transactions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Jonas
Software

LeanEra

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

Purchaseorderautomatically
Major
becomes sales order
Modification

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Shareinventoryacross
separate companies

Major
Modification

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Sharevendorsacross
separate companies

Major
Modification

In current
release

In current
release

Minor
Modificatio
n

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Major
Modification

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

Workaroun
d

In current
release

Major
Modification

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Workaroun
d

In current
release

Multiplecompaniesinsame
database and each company
can have a different home
currency
Multicurrency

Calculaterealizedgainsand
losses

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

In current
release

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

Jonas
Software

LeanEra

Calculateunrealizedgains
and losses

Major
Modification

In current
release

In current
release

In current
release

N/A

Invoiceandpaymentin
different currencies

Major
Modification

In current
release

In current
release

In current
release

Major
Modification
Major
Modification

In current
release
In current
release

In current
release
In current
release

Major
Modification

In current
release

Major
Modification

In current
release

Question

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Password security
By company
By menu

By function ( view, add,


change, delete)

By field

Prepared by 180 Systems

Minor
Minor
Modificatio Modificatio
n
n

In current
release

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

Jonas
Software

LeanEra

By account code segment


(e.g., department)

Major
Modification

In current
release

In current
release

In current
release

In current
release

By employee or by role

Major
Modification

In current
release

In current
release

In current
release

Online review and approval


of transactions

Major
Modification

In current
release

In current
release

Alerts on pending and late


activities

Major
Modification

In current
release

Visual view of business


process

Major
Modification

N/A

Question

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Workflow

Prepared by 180 Systems

Minor
Workaroun
Modificatio
d
n

In current
release

CPA Magazine
2014 ERP Survey
Question

Jonas
Software

Configurable without being a


Major
programmer
Modification

LeanEra

In current
release

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

N/A

N/A

In current
release

N/A

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

N/A

Workaroun
d

In current
release

In current
release

In current
release

Major
Modification

N/A

N/A

N/A

Next Year

N/A

N/A

Minor
Modificatio
n

Optimized UI for some


functions on iPhone

Major
Modification

In current
release

N/A

N/A

Next Year

In current
release

N/A

N/A

Minor
Modificatio
n

Next Year

Optimized UI for some


functions on Android

Major
Modification

In current
release

Next Year

In current
release

N/A

Minor
Modificatio
n

Next Year

Generate emails with link


back to system for approval

Mobile Application

Prepared by 180 Systems

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Jonas
Software

LeanEra

Optimized UI for some


functions on Blackberry

Major
Modification

In current
release

Optimized UI for some


functions on Microsoft
Windows Phone

Major
Modification

N/A

Multitenant architecture

Major
Modification

SaaS delivery model

Hosted option

Question

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

N/A

N/A

Next Year

Next Year

N/A

Minor
Modificatio
n

In current
release

N/A

N/A

Minor
Modificatio
n

In current
release

N/A

N/A

Minor
Modificatio
n

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

Workaroun
d

N/A

Major
Modification

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

Workaroun
d

N/A

Major
Modification

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

Workaroun
d

N/A

N/A

Cloud ready

Browser support

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Question

Jonas
Software

LeanEra

Firefox

Major
Modification

N/A

N/A

N/A

In current
release

Chrome

Major
Modification

N/A

N/A

N/A

Safari

Major
Modification

N/A

N/A

Internet Explorer

Major
Modification

N/A

N/A

Business intelligence
Report Writer

Prepared by 180 Systems

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

N/A

In current
release

In current
release

Next Year

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Next Year

In current
release

N/A

In current
release

N/A

In current
release

Jonas
Software

LeanEra

Major
Modification

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Includes metrics

N/A

Next Year

N/A

Includes graphs

N/A

In current
release

N/A

Question

Ad hoc - don't need a


programmer

Uses same password security


as application

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Dashboards

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Includes to-do items

Configurable without a
programmer

Jonas
Software

LeanEra

N/A

In current
release

N/A

Next Year

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

N/A

In current
release

N/A

In current
release

In current
release

N/A

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

N/A

In current
release

N/A

In current
release

Next Year

N/A

N/A

Major
Modificatio
n

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

OLAP

Create OLAP cubes

N/A

N/A

N/A

Built-in OLAP cubes

N/A

N/A

N/A

Financial
Analysis codes / reporting
structure

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Jonas
Software

Attach analysis codes to


general ledger account
Major
segments. For example, attach
Modification
a region code to an account
segment for office
Reporting structures that
allow rollups to any
dimension. For example, could
Major
define a rollup from office to
Modification
province or state and then to
country
Analysis codes or reporting
structures can be used to
generate financial reports for
Major
attributes/dimensions such as
Modification
country without embedding a
country code in a financial
transaction
Allocations

Based on percentage

Prepared by 180 Systems

N/A

LeanEra

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Major
Modificatio
n

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Based on actuals

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

In current
release

Major
Modificatio
n

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Jonas
Software

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

LeanEra

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Commitment accounting

Compare (actuals +
commitments) to budgets

Prevent exceeding budget on


purchase order

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Minor
Modification

In current
release

In current
release

In current
release

Consolidation

Create new entity and post


j/e's to it

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Workaroun
d

In current
release

Jonas
Software

LeanEra

Foreign currency translation

Minor
Modification

In current
release

In current
release

In current
release

N/A

Source acct. can be different


than target acct.

Minor
Modification

In current
release

In current
release

N/A

In current
release

In current
release

Question

Minor
Across entities with different
Minor
Modificatio
fiscal year ends
Modification
n

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Financial Reporting

Rows and columns can be


defined

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

In current
release

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

In current
release

Workaroun
d

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Jonas
Software

LeanEra

In current
release

In current
release

In current
release

In current
release

N/A

Drill-down to transaction
details

In current
release

In current
release

In current
release

In current
release

Format any part of report

In current
release

In current
release

In current
release

Multiple budgets

In current
release

In current
release

Export actuals to Excel

In current
release

In current
release

Question

Multiple hierarchies

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Budgeting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Jonas
Software

LeanEra

In current
release

N/A

N/A

N/A

N/A

Compute budget using


formula

In current
release

In current
release

In current
release

In current
release

N/A

Exported data is formatted


and includes formulas

In current
release

Question

Import budget from Excel

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

In current
release

N/A

In current
release

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Minor
Minor
Modificatio Modificatio
n
n

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

Project accounting

Project can be updated by


any financial transaction

Prepared by 180 Systems

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Jonas
Software

LeanEra

Compare budget to actual

In current
release

In current
release

In current
release

In current
release

N/A

Span fiscal years

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Project subledger (not


tracked in general ledger)

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Revenue recognition

Based on % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Jonas
Software

LeanEra

Based on milestone
complete

In current
release

In current
release

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

In current
release

N/A

In current
release

N/A

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

In current
release

N/A

In current
release

Budgeting and forecasting


Budget approval process

Multiple levels of approval

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

Escalation rules

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Calculations

Excel-like formulas

Prepared by 180 Systems

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Jonas
Software

LeanEra

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Wages and benefits


calculated based on rates in
payroll

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

Driver-based budgeting

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Based on trends

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

Based on regression
smoothing techniques

Prepared by 180 Systems

Multiview
Financials
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see


the results automatically

Jonas
Software

LeanEra

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

Multiview
Financials
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Audit trail

Track changes/versions

In current
release

In current
release

N/A

Summary of changes form


preceding forecast

In current
release

Next Year

N/A

Fixed assets
Setup

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Major
Modificatio
n

N/A

In current
release

Jonas
Software

LeanEra

In current
release

N/A

N/A

N/A

N/A

Straight line

In current
release

N/A

N/A

N/A

Declining balance

In current
release

N/A

N/A

N/A

Half-year convention

In current
release

Question

Multiple books

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Depreciation

Disposals

Prepared by 180 Systems

N/A

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

Minor
Modificatio
n

Jonas
Software

LeanEra

Gain/loss calculation

In current
release

N/A

N/A

N/A

N/A

Partial disposals

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

Question

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Integration
Fixed assets linked with
accounts payable - only need
to enter asset once
Preventive maintenance

Schedule maintenance based


on usage

Prepared by 180 Systems

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

N/A

In current
release

Workaroun
d

N/A

N/A

In current
release

In current
release

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

Jonas
Software

LeanEra

Track all work done on asset

In current
release

In current
release

Schedule maintenance

In current
release

In current
release

N/A

N/A

Back order preference by


customer

In current
release

In current
release

In current
release

Back order fulfillment based


on customer priority

In current
release

In current
release

In current
release

Question

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

N/A

N/A

N/A

Momentis
Fashion
System

Multiview
Financials

N/A

Minor
Modificatio
n

In current
release

N/A

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

Distribution
Back orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

Major
Modificatio
n

In current
release

Minor
Modificatio
n

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

Question

Jonas
Software

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

LeanEra

Back order fulfillment based


on order date

In current
release

In current
release

In current
release

In current
release

N/A

Back order fulfillment based


on requested ship date

In current
release

In current
release

In current
release

In current
release

Back order fulfillment based


on a set of rules that include
customer preference, order
date and requested ship date

In current
release

N/A

N/A

In current
release

N/A

N/A

Available To promise

Date-sensitive view of
inventory demand and supply

Data collection

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bar coding

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

N/A

In current
release

N/A

In current
release

In current
release

Minor
Modificatio
n

Jonas
Software

LeanEra

In current
release

Landed cost

Basedonstd.percentages

Based on actuals

Allocate actual invoice for a


landed cost component such
as freight to 1 PO or receipt

Prepared by 180 Systems

In current
release

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

In current
release

Major
Modificatio
n

In current
release

In current
release

In current
release

Question

Allocate actual invoice for a


landed cost component such
as freight to multiple PO's or
receipts

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

LeanEra

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Jonas
Software

EDI supported

Orderplacementand
acknowledgement

Picking

Wavepicking

Pallet, case and unit picking

Prepared by 180 Systems

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Minor
Major
Modificatio Modificatio
n
n

In current
release

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Jonas
Software

LeanEra

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Pallet,caseandunitput
away

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Systemselectsthebest
location

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Convert requisition into a


purchase order

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

Workaroun
d

N/A

Consolidate requisitions into


purchase orders

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

System directs pickers to


location in warehouse

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Major
Modificatio
n

N/A

Major
Major
Modificatio Modificatio
n
n

N/A

Put away

Requisitions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Approval process

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

Jonas
Software

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

LeanEra

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

RMA tracking

Reasoncodes

Serial no. and lot tracking

Trackhistoryofall
movements

Manufacturing
Type supported

Process (EG food)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Jonas
Software

LeanEra

Repetitive (EG consumer


electronics)

N/A

In current
release

N/A

In current
release

N/A

Make to stock (EG consumer


household goods)

N/A

In current
release

In current
release

In current
release

Assemble to order (EG


personal computers)

N/A

In current
release

In current
release

Make to order (EG complex


custom products)

N/A

In current
release

N/A

Question

Prepared by 180 Systems

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

CPA Magazine
2014 ERP Survey
Question

Engineer to order (e.g., ship


building)

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

Jonas
Software

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

LeanEra

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

MRP
Based on bill of materials,
inventory availability,
seasonality, trends and orders

Generate suggested PO

Scheduling

Generate production orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Based on resource capacity


of labour and equipment

Based on grouping jobs to


minimize setup

Graphical view - drag and


drop production orders

Jonas
Software

LeanEra

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

Major
Modificatio
n

N/A

N/A

N/A

In current
release

Minor
Modificatio
n

N/A

N/A

N/A

N/A

In current
release

Major
Modificatio
n

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

N/A

N/A

Shop floor data collection

Data collection by bar codes


for labour and materials

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Jonas
Software

LeanEra

Record any downtime with


reason code

N/A

In current
release

Based on PLC
(programmable logic
controller)

N/A

Question

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

Minor
Modificatio
n

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

Next Year

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

Workaroun
d

Next Year

N/A

Quality control

Track nonconformance

Graph results by month over


year

Misc

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Reverse bill of materials for


disassembly

Jonas
Software

In current
release

LeanEra

In current
release

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

Workaroun
d

N/A

In current
release

N/A

Colour size matrix for


apparel manufacturing

N/A

N/A

N/A

Major
Modificatio
n

Engineering change
management

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

Multisite production - plan


across locations

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Jonas
Software

LeanEra

N/A

In current
release

N/A

In current
release

N/A

Can add any text to invoice

In current
release

In current
release

In current
release

In current
release

Time and material

In current
release

In current
release

In current
release

Fixed fee

In current
release

In current
release

In current
release

Question

Configurator

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Professional services
Flexible invoicing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

In current
release

Minor
Modificatio
n

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

Jonas
Software

LeanEra

Percentage complete

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

Cost plus

In current
release

In current
release

In current
release

In current
release

Based on availability

In current
release

Next Year

In current
release

Match skills

In current
release

Next Year

In current
release

Next Year

Question

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Scheduling

Match employee
preferences

Timesheets

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

Workaroun
d

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Minor
Modificatio
n

N/A

Minor
Modificatio
n

Jonas
Software

LeanEra

1 week at a time

In current
release

In current
release

In current
release

In current
release

In current
release

Note field for each


project/day

N/A

In current
release

In current
release

In current
release

Identify overtime

N/A

In current
release

In current
release

In current
release

Next Year

In current
release

Question

Web-based data entry

Prepared by 180 Systems

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

CPA Magazine
2014 ERP Survey
Question

PDA-enabled

Can enter off-line and


synchronize

Can prepopulate timesheet


based on project assignments

Could enter time for a


project, phase and task

Prepared by 180 Systems

Jonas
Software

LeanEra

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Next Year

In current
release

N/A

N/A

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Microsoft
Dynamics
ERP

Minotaur
Software

N/A

Minor
Modificatio
n

N/A

In current
release

N/A

N/A

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

N/A

Next Year

N/A

N/A

Momentis
Fashion
System

Multiview
Financials

N/A

Major
Modificatio
n

N/A

Major
Modificatio
n

N/A

Major
Modificatio
n

N/A

Major
Modificatio
n

In current
release

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Jonas
Software

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

LeanEra

Different (lower) cost/user


for timesheet and expense
module

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

N/A

N/A

Minor
Modificatio
n

In current
release

N/A

In current
release

N/A

N/A

Minor
Modificatio
n

N/A

N/A

N/A

In current
release

N/A

N/A

Minor
Modificatio
n

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

Expense Reporting

Calculations such as km's *


rate

Maximums per day

WIP

Maintain WIP history

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

Major
Modificatio
n

N/A

In current
release

N/A

In current
release

In current
release

N/A

Minor
Modificatio
n

Jonas
Software

LeanEra

Generate bill from WIP

N/A

In current
release

In current
release

In current
release

N/A

Write-downs or write-ups

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Question

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Revenue Recognition

Based on hours booked *


rate

Based on % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

Jonas
Software

LeanEra

Subscription revenue is
deferred and recognized
monthly

N/A

In current
release

In current
release

In current
release

In current
release

Based on milestone
complete

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Question

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Workflow
Electronic approval of
timesheets and expense
reports

In current
release

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

In current
release

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Alert if timesheet not


completed on time

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

Minor
Modificatio
n

N/A

N/A

In current
release

Major
Modificatio
n

N/A

Minor
Modificatio
n

N/A

3rd party
using
different
tools than
primary
system

N/A

Minor
Modificatio
n

Jonas
Software

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

LeanEra

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

In current
release

N/A

Next Year

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Misc
Revenue and costs
transferred between divisions
automatically when an
employee in one division
works for another division

2-way integration with


Microsoft Project

Pass through charges from


A/P to client

Prepared by 180 Systems

In current
release

Minor
Modificatio
n

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Charge customer for


equipment usage

Change orders

Jonas
Software

LeanEra

Microsoft
Dynamics
ERP

Minotaur
Software

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Momentis
Fashion
System

Multiview
Financials

N/A

Minor
Modificatio
n

In current
release

N/A

Minor
Modificatio
n

Workaroun
d

N/A

N/A

Major
Modificatio
n

Workaroun
d

N/A

N/A

Major
Modificatio
n

Construction
Estimating
Estimates based on building
statistics such as no. of suites
and historical rates

In current
release

N/A

N/A

Detailed estimates based on


take-offs that Include floor
area, drywall and appliances

N/A

N/A

N/A

Budgeting

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Jonas
Software

LeanEra

Maintain budget that


includes change orders and
commitments

In current
release

In current
release

In current
release

N/A

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

Workaroun
d

N/A

N/A

Major
Modificatio
n

N/A

N/A

Workaroun
d

N/A

N/A

Major
Modificatio
n

N/A

N/A

Workaroun
d

N/A

N/A

Major
Modificatio
n

N/A

Workaroun
d

N/A

Major
Modificatio
n

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Collaboration With Trades

Bids online

Bids via spreadsheet

Track status of activities to


be completed by trades

Prepared by 180 Systems

In current
release

N/A

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Alerts if late

Jonas
Software

LeanEra

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

N/A

Major
Modificatio
n

N/A

N/A

N/A

N/A

N/A

N/A

Workaroun
d

N/A

In current
release

N/A

In current
release

N/A

N/A

Workaroun
d

N/A

N/A

Major
Modificatio
n

In current
release

N/A

N/A

In current
release

N/A

N/A

Workaroun
d

N/A

N/A

Major
Modificatio
n

N/A

In current
release

N/A

Workaroun
d

N/A

Major
Modificatio
n

Scheduling
Generate schedule based on
start date, lag time between
activities and dependencies

Update schedule as work


gets completed

Billing

By % complete

Prepared by 180 Systems

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Jonas
Software

LeanEra

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Escalations if work not done


on time

In current
release

N/A

In current
release

Track service history by serial


no.

In current
release

Next Year

In current
release

Question

By milestone

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

Workaroun
d

N/A

N/A

Major
Modificatio
n

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

Service management
Service calls

Date and time stamping

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

Question

Jonas
Software

LeanEra

Generate quote for


customer

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Generate work order

Generate invoice for work


done and inventory used

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Scheduling / Dispatching

Manually assign resources

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Automatically assign
resources based on skills and
availability

Jonas
Software

In current
release

LeanEra

N/A

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

Workaroun
d

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

Workaroun
d

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

Workaroun
d

N/A

N/A

N/A

Self service by client

Check status

In current
release

Log problem

In current
release

Access to information to
resolve problem

Human Resources
Recruitment

Prepared by 180 Systems

In current
release

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Web based

Automated screening based


on keywords or qualifications

Jonas
Software

LeanEra

In current
release

N/A

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

In current
release

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

Workaroun
d

In current
release

N/A

In current
release

N/A

N/A

N/A

3rd party
using same
tools and Workaroun
database as
d
primary
system

In current
release

N/A

Workaroun
d

N/A

N/A

N/A

In current
release

N/A

Pictures attached to
employee and available for
view by employees that have
access

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Minor
Modificatio
n

N/A

N/A

Self serve over the Internet

In current
release

N/A

In current
release

Workaroun
d

In current
release

N/A

In current
release

N/A

N/A

N/A

Employee administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

Workaroun
d

In current
release

N/A

In current
release

In current
release

N/A

N/A

Workaroun
d

In current
release

N/A

In current
release

In current
release

N/A

N/A

Question

Jonas
Software

LeanEra

Generate work flow approval


on change of certain
information

In current
release

N/A

In current
release

Workaroun
d

In current
release

In current
release

N/A

In current
release

Workaroun
d

In current
release

N/A

In current
release

N/A

N/A

In current
release

Skills and degrees

Maintain history of
compensation and ratings

Record company assets


including keys, Blackberries,
laptops given out to
employees
Leave of absence
administration

Prepared by 180 Systems

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

CPA Magazine
2014 ERP Survey
Question

Jonas
Software

Able to view the various


absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

In current
release

Absence approval process

LeanEra

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

Major
Modificatio
n

N/A

N/A

N/A

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Workaroun
d

In current
release

N/A

In current
release

N/A

N/A

N/A

Maintain Job Descriptions


and attached to employees

In current
release

N/A

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

N/A

N/A

Track performance review


process - dates, ratings

In current
release

N/A

In current
release

Workaroun
d

In current
release

N/A

Workaroun
d

In current
release

N/A

N/A

Performance Management

Benefit Administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Jonas
Software

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

Minor
Workaroun Workaroun
Modificatio
d
d
n

N/A

Workaroun
d

In current
release

N/A

Workaroun
d

Minor
Workaroun Workaroun
Modificatio
d
d
n

N/A

Minor
Workaroun
Modificatio
d
n

N/A

Workaroun
d

LeanEra

Benefit plans and deductions


- family vs. single, LTD, Life
Insurance, etc.

N/A

Eligibility dates for benefits

In current
release

N/A

Employee update courses


online

In current
release

N/A

In current
release

Workaroun
d

N/A

N/A

Workaroun
d

N/A

N/A

N/A

Registration for internal


courses by employees

In current
release

N/A

In current
release

Workaroun
d

N/A

N/A

Workaroun
d

N/A

N/A

N/A

Training Administration

Document management
Integration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Jonas
Software

LeanEra

Attach multiple documents


to any transactions in the
system

In current
release

In current
release

Attach multiple documents


to any master files (such as
customer or supplier) in the
system

In current
release

In current
release

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

Minor
Modificatio
n

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Change Control

Optionally check in and out

In current
release

Email alerts if changed

In current
release

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

N/A

Workaroun
d

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Versioning

Jonas
Software

LeanEra

In current
release

3rd party
using same
tools and
database as
primary
system

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

Workaroun
d

N/A

N/A

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

Workaroun
d

N/A

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

N/A

Workaroun
d

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Approvals

Approval process

Based on same tools as


approving transactions

Show status of document

Search

Prepared by 180 Systems

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

N/A

Workaroun
d

N/A

N/A

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Jonas
Software

LeanEra

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

N/A

Minor
Workaroun
Modificatio
d
n

N/A

In current
release

N/A

N/A

In current
release

N/A

Workaroun
d

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

Workaroun
d

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Workaroun
d

Search on file names

In current
release

In current
release

Search for embedded text

In current
release

Search for key words

Multiview
Financials
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CRM
Applications

Contact Management

Prepared by 180 Systems

N/A

CPA Magazine
2014 ERP Survey
Question

Jonas
Software

LeanEra

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Sales force automation

N/A

N/A

N/A

Marketing automation

N/A

N/A

N/A

In current
release

N/A

N/A

Service management

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

eCommerce
Customer portal

Customers can place order


online

Prepared by 180 Systems

N/A

N/A

N/A

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Jonas
Software

LeanEra

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

Microsoft
Dynamics
ERP

Order confirmation includes


a link to secure customer
portal

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

Customer can check order


status online

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

Link to carrier's website and


view status of shipment based
on tracking no.

N/A

N/A

N/A

Minor
Modificatio
n

N/A

N/A

N/A

In current
release

Minotaur
Software
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Momentis
Fashion
System

Multiview
Financials

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

N/A

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

Jonas
Software

LeanEra

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

Made2Man
MasterWor
Maconomy
MANITOU
age
ks

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
2
2
2
2
2

NetSuite

Office
Master
System

NetSuite
Inc.

Master
System

OHM
SYSTEMS
INC

Office
Master
System, Inc.

Oracle

Plex
Systems

ProcessPro

Maxwell
Systems

2014.2

11.2

11.1.3

n/a

10.4

2.8

7.6.6

7.7.1

Contact name

Deivis
Mercado

Robert
Greenberg

Catherine
Anbil

Chance
Berry

Kaley O'Neill

Robert
Berzanski

Karly Peters

Nancy
Petrimoulx

Jason
Rourke

Jason
Rourke

Contact phone no.

650-6271136

626-8210882 113

513-7710008

626-8210882

416-4320666

856-2168228

320-2520234

800-6888226

Question

Tier

OHM-WARE OMS ERP

Oracle
Fusion

System information
Vendor name

Version no.

ProfitKey
ProfitKey
Internationa Internationa
l
l

Contact

Contact email

Prepared by 180 Systems

603-898888-7549800 x2258 4240 2258

dmercado@ bobg@mast
chanceb@m kaley.oneill
kjp@proces marketing@
snaca@ohm
rberzanskI@
jrourke@pr jrourke@pr
netsuite.co ersystem.co
astersystem @oracle.co
sproerp.co maxwellsyst
world.com
plex.com
ofitkey.com ofitkey.com
m
m
.com
m
m
ems.com

CPA Magazine
2014 ERP Survey
Question

Website

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)
Ratio - average
implementation cost/licence
cost
Average implementation
cost ($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)

NetSuite

Office
Master
System

OHM-WARE OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

http://www
.netsuite.co
www.maste
www.maste
www.Proces www.maxw
m/portal/pr
www.ohmw
www.oracle www.plex.c
www.profitk www.profitk
rsystem.co
rsystem.co
sProERP.co ellsystems.c
oducts/nets
orld.com
.com
om
ey.com
ey.com
m
m
m
om
uite/erp.sht
ml

NA
NA
NA

$1,900
17
$32,300

$5,500
60
$330,000

$2,250
22
$49,500

NA
NA
NA

NA
NA
NA

$6,700
30
$201,000

$2,000
10
$20,000

NA
NA
NA

$2,500
20
$50,000

NA

0.5

0.75

0.25

NA

NA

0.5

NA

0.5

NA

$16,150

$247,500

$12,375

NA

NA

$100,500

$20,000

NA

$25,000

NA

$48,450

$577,500

$61,875

NA

NA

$301,500

$40,000

NA

$75,000

Average annual fee / user ($)

$1,188

$1,900

$690

$1,020

NA

$1,440

$3,000

NA

NA

NA

Average no. of users


Average annual fees ($)

50
$59,400

17
$32,300

60
$41,400

12
$12,240

NA
NA

100
$144,000

10
$30,000

NA
NA

NA
NA

NA
NA

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

0.5

0.25

0.25

NA

1.5

0.75

NA

NA

NA

$59,400

$16,150

$10,350

$3,060

NA

$216,000

$22,500

NA

NA

NA

$313,742

$155,223

$189,097

$55,907

NA

$829,159

$151,313

NA

NA

NA

20,000

9,000

233

5,962

NA

620

350

10,000

1,200

NA

20,000

9,000

189

5,962

NA

620

200

3,000

1,200

NA

Previousyearrevenue-all
systems - in Millions ($)

$309

NA

NA

NA

NA

NA

NA

NA

NA

Previousyearrevenue-this
system - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

NA

NA

Currentyearrevenue-all
systems - in Millions ($)

$415

5.5

NA

NA

NA

NA

NA

NA

NA

NA

Currentyearrevenue-this
system - in Millions ($)

NA

6.25

NA

NA

NA

NA

NA

NA

NA

NA

Question

Average implementation
costs / average fees - year one
Average implementation
costs - year one ($)
NPV over 5 years (discount
rate of 5%) ($)
Vendor information
Customer information
No. of customers worldwide - all products
No. of customers worldwide - this product
Revenue ($US)

Company profile

Prepared by 180 Systems

OHM-WARE OMS ERP

Oracle
Fusion

CPA Magazine
2014 ERP Survey
Question

Budget for licence cost and


implementation services
> $300K
Between $50K and $300K
< $50K

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

N/A
N/A
N/A

N/A
N/A
Primary

Secondary
Primary
N/A

Primary
Primary
Primary

Primary
Primary
Secondary

N/A
N/A
N/A

Primary
Primary
N/A

Secondary
Primary
Secondary

Secondary
Primary
Secondary

Secondary
Primary
Secondary

Primary
N/A
N/A

N/A
Primary
N/A

N/A
N/A
N/A

Primary
Primary
Primary

Primary
Primary
N/A

Primary
Secondary
N/A

Primary
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

Secondary

N/A

N/A

N/A

Primary

Secondary

Secondary

Secondary

N/A

Secondary

Primary

Primary

N/A

Primary

Primary

Primary

Primary

Primary

Primary

Primary

Secondary

N/A

N/A

Primary

Secondary

N/A

N/A

Primary

Secondary

Secondary

None
Full
None
None
None
None
None

None
Partial
None
None
None
None
None

Partial
Full
None
None
None
None
None

None
Full
None
None
None
None
None

Partial
Full
Partial
Partial
Partial
Full
Partial

None
None
None
None
None
Partial
None

None
None
None
None
None
None
None

None
Partial
None
None
None
None
None

None
None
None
None
None
None
None

None
None
None
None
None
None
None

OHM-WARE OMS ERP

Oracle
Fusion

Annual budget for software as


a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway

Prepared by 180 Systems

NetSuite

Office
Master
System

Full
Partial
None
None
None
None
Partial
Partial
Partial
None
Full
None
Partial
None
Full
None
None
Full
None
None
Full
None
None
None
None
Full
None
Full
None

None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

OHM-WARE OMS ERP

None
Partial
None
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None

Full
Full
None
None
None
None
None
None
None
None
Full
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Oracle
Fusion
Full
Partial
Partial
Partial
Partial
Partial
Partial
Full
Full
Partial
Partial
Partial
Full
Partial
Partial
Partial
Full
Full
Partial
Full
Partial
Partial
Partial
Partial
Partial
Full
Full
Partial
Partial

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
Full
None
Partial
Full
Full
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil

Prepared by 180 Systems

NetSuite

Office
Master
System

Full
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
Partial

Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Full
Full
Full
Full
Full
Partial
Partial
Partial
Partial
Full
Full
Partial

None
Full
None
None
None
None

None
Full
None
None
None
None

Full
Full
Full
Full
Full
Full

None
None
None
None
None
None

Full
Full
Full
Full
Full
Full

OHM-WARE OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
Full
Partial
Full
Full
None
Full
Full
None
None
Full
None
None
None
None
None
None
None
None

Partial
Partial
Partial
Partial
Partial
Partial

None
Partial
None
None
None
None

None
None
None
None
None
None

None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand

Prepared by 180 Systems

NetSuite

Office
Master
System

None
Full
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
Full
None
None
None
None
None
None
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

OHM-WARE OMS ERP

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
Full
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Oracle
Fusion
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
None
Partial
None
None
None
None
Full
Full
Full
Full
Partial
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
Full
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
Partial
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
Partial
Partial
None
None
None

CPA Magazine
2014 ERP Survey
Question

Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Language
Language support
Arabic
Chinese
Dutch

Prepared by 180 Systems

NetSuite

Office
Master
System

None
Full
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

Full
Full
Full
Full
Full
Full
None
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
Full
None

None
Full
None

None
Partial
Full

None
Full
None

Full
Full
Full

OHM-WARE OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
Partial
Partial
None
Full
None
Full
Full
Full
Full
Full
None
Partial
None
None
None

None
Full
None

Partial
Partial
Partial

None
None
None

None
None
None

None
None
None

CPA Magazine
2014 ERP Survey
Question

English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish
Industry
Industry focus (NAICS)
11 Agriculture, forestry,
fishing and hunting
21 Mining
22 Utilities
23 Construction
31-33 Manufacturing
42 Wholesale trade
44-45 Retail trade
48-49 Transportation and
warehousing
51 Information
52 Finance and insurance
53 Real estate and rental and
leasing
54 Professional, scientific,
and technical services

Prepared by 180 Systems

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
Full
Full
Full
Full
Full
Full
Partial
None
Full
Partial
Full
Partial
None
None
None
None
Partial
None
None
None
Full
Partial
None
None
None
Full
Partial
None
None
None
Partial
Partial
None
None
None
Full
Partial
None
None
None
Partial
Partial
None
None
None
Full
Partial
None
Full
Partial

NetSuite

Office
Master
System

Full
Full
None
None
None
Full
None
None
None
Full

Full
None
None
None
None
None
None
None
None
None

Full
Full
Full
None
Full
None
None
None
None
Full

Full
None
Full
None
None
None
None
None
None
None

Full
Full
Full
None
Full
Full
Full
Full
None
Full

Minimal

N/A

Minimal

N/A

Primary

N/A

N/A

N/A

N/A

N/A

Minimal
Some
Minimal
Primary
Primary
Primary

N/A
N/A
N/A
N/A
Primary
Primary

Some
Some
Some
Primary
Secondary
Secondary

N/A
N/A
N/A
Secondary
Primary
Secondary

Primary
Primary
Primary
Primary
Primary
Primary

N/A
N/A
N/A
Primary
Secondary
N/A

N/A
N/A
N/A
Primary
N/A
N/A

N/A
N/A
Primary
N/A
N/A
N/A

N/A
N/A
Some
Primary
N/A
N/A

N/A
N/A
N/A
Primary
N/A
N/A

Primary

Primary

Some

Secondary

Primary

Secondary

Secondary

N/A

N/A

N/A

Primary
Some

N/A
N/A

Secondary
Secondary

N/A
N/A

Primary
Primary

N/A
N/A

N/A
N/A

N/A
N/A

N/A
N/A

N/A
N/A

Minimal

N/A

Some

N/A

Primary

N/A

N/A

N/A

N/A

N/A

Primary

N/A

Some

N/A

Primary

N/A

N/A

N/A

N/A

N/A

OHM-WARE OMS ERP

Oracle
Fusion

CPA Magazine
2014 ERP Survey
Question

NetSuite

55 Management of
Primary
companies and enterprises
56 Administrative and
support and waste
Minimal
management and remediation
services
61 Education services
Secondary
62 Health care and social
Secondary
assistance
71 Arts, entertainment and
Minimal
recreation
72 Accommodation and food
Minimal
services
81 Other services (except
Minimal
public administration)
92 Public administration
Minimal
Technology
Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL

Prepared by 180 Systems

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Office
Master
System

OHM-WARE OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

N/A

Some

N/A

Primary

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

N/A

Secondary

N/A

N/A

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

Primary

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

Primary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

CPA Magazine
2014 ERP Survey
Question

Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows
Mac OS (without Web
browser)
Software delivery
On premises (software is
installed and run on
customer's hardware)
On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Prepared by 180 Systems

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
N/A
N/A
N/A
N/A
N/A
N/A
N/A

NetSuite

Office
Master
System

N/A
N/A

N/A
N/A

N/A
-

N/A
-

N/A
-

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
Primary
Primary
Primary
N/A
N/A
N/A
N/A
Primary

Primary
Secondary
Secondary
Secondary
Secondary
Secondary
Secondary
Secondary
Secondary

N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Primary
Primary
Primary
Primary
Primary
Primary
Primary
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
N/A
Primary
N/A
N/A
N/A
N/A
N/A

Primary

Secondary

Primary

N/A

Primary

Primary

N/A

N/A

N/A

N/A

N/A

Primary

Primary

Primary

N/A

N/A

Primary

Primary

Primary

Primary

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Primary

Primary

Primary

Primary

N/A

Primary

Primary

Primary

Primary

Primary

Primary

Secondary

Secondary

Primary

Primary

Primary

N/A

N/A

N/A

OHM-WARE OMS ERP

Oracle
Fusion

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

N/A

Primary

Secondary

Primary

Primary

N/A

Primary

Secondary

N/A

N/A

General ledger

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Financial reporting

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts receivable

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Hosted (software is accessed


on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

OHM-WARE OMS ERP

Oracle
Fusion

Applications
Financial

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

Accounts payable

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Fixed assets

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Multicurrency

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Question

Budgeting and forecasting

Distribution

Prepared by 180 Systems

In current
release

In current
release

OHM-WARE OMS ERP

N/A

In current
release

Oracle
Fusion

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

Order processing

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Inventory

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Purchase order

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

N/A

Question

Warehouse management

Manufacturing

Prepared by 180 Systems

In current
release

In current
release

OHM-WARE OMS ERP

In current
release

Oracle
Fusion

CPA Magazine
2014 ERP Survey
Question

NetSuite

Office
Master
System

OHM-WARE OMS ERP

Discrete

In current
release

In current
release

In current
release

In current
release

Process

In current
release

In current
release

In current
release

In current
release

Make to stock

In current
release

In current
release

In current
release

In current
release

Make to order

In current
release

In current
release

In current
release

In current
release

Other

Prepared by 180 Systems

Oracle
Fusion
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
NetSuite

Office
Master
System

Service management

In current
release

N/A

Professional services
automation

In current
release

N/A

In current
release

N/A

Question

Project costing

Time billing

Prepared by 180 Systems

In current
release

N/A

ProfitKey
Rapid
Oracle
ProcessPro ProContract
OHM-WARE OMS ERP
Plex Online
Response
Fusion
Premier
orMX
Manufactur
ing (RRM)
3rd party
3rd party
using same
using same
Major
tools and
In current
tools and
N/A
Modificatio
N/A
Next Year
database as
release
database as
n
primary
primary
system
system

ProfitKey
RRM (Rapid
Response
Manufactur
ing)
3rd party
using
different
tools than
primary
system

N/A

Major
Modificatio
n

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

3rd party
using same
Major
tools and
Modificatio
database as
n
primary
system

CPA Magazine
2014 ERP Survey
Question

NetSuite

Office
Master
System

Plex Online

ProcessPro
Premier

3rd party
using same
Workaroun tools and
d
database as
primary
system

N/A

N/A

Workaroun
d

N/A

In current
release

OHM-WARE OMS ERP

Oracle
Fusion

Canadian payroll

3rd party
using
different
tools than
primary
system

N/A

N/A

US payroll

In current
release

N/A

In current
release

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

HR

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Contact management

In current
release

N/A

In current
release

Prepared by 180 Systems

In current
release

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProContract
Response Response
orMX
Manufactur Manufactur
ing (RRM)
ing)
3rd party
using
In current In current
different
release
release
tools than
primary
system
3rd party
using
In current In current
different
release
release
tools than
primary
system
3rd party
3rd party
using same
using
In current
tools and
different
release
database as tools than
primary
primary
system
system
3rd party
using same
In current
tools and
N/A
release
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

NetSuite

Office
Master
System

Customer relationship
management

In current
release

In current
release

Business intelligence

In current
release

Corporate performance
management

In current
release

Construction

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

OHM-WARE OMS ERP

In current
release

In current
release

Oracle
Fusion

In current
release

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Workaroun
d

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

Minor
Modificatio
n

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

In current
release

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Not-for-profit

NetSuite

Office
Master
System

In current
release

N/A

Retail

In current
release

Document management

3rd party
using
different
tools than
primary
system

In current
release

In current
release
In current
release
In current
release

In current
release
In current
release
In current
release

Generic features
Ease of use
Consistent user interface
throughout the application
Shortcuts to specific
programs
Type ahead/autofill

Prepared by 180 Systems

In current
release

OHM-WARE OMS ERP

N/A

In current
release

N/A

N/A

Oracle
Fusion

In current
release

3rd party
using same
In current
tools and
release
database as
primary
system
3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system

N/A

N/A

N/A

N/A

N/A

N/A

In current
release
In current
release
In current
release

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

N/A
N/A
N/A

In current
release
In current
release
In current
release

In current
release
In current
release
Next Year

N/A
N/A
N/A

In current
release
In current
release
N/A

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

User defined help

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

Workaroun
d

Only need a browser

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release
In current
release

In current
release
In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release
In current
release

Next Year

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Question

Multiple criteria to find a


record
Global search
Screens on dual monitors
open at same time without
additional license
Customization

Add user-defined fields to


screen

Prepared by 180 Systems

OHM-WARE OMS ERP

Oracle
Fusion

In current
release
In current
release

N/A
N/A

In current
release
In current
release

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

Used in report selection and


ordering

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Without changing source


code

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Platformforbusiness
partners to extend solution

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

Workaroun
d

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Question

OHM-WARE OMS ERP

Oracle
Fusion

Multiple companies

Automatic balancing of
intercompany transactions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

NetSuite

Office
Master
System

OHM-WARE OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

Purchaseorderautomatically In current
becomes sales order
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

Shareinventoryacross
separate companies

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Sharevendorsacross
separate companies

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

Workaroun
d

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Multiplecompaniesinsame
database and each company
can have a different home
currency
Multicurrency

Calculaterealizedgainsand
losses

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

Question

NetSuite

Office
Master
System

Calculateunrealizedgains
and losses

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Invoiceandpaymentin
different currencies

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

OHM-WARE OMS ERP

Oracle
Fusion

Password security
By company
By menu

By function ( view, add,


change, delete)

By field

Prepared by 180 Systems

N/A

N/A
N/A

In current
release
In current
release

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

By account code segment


(e.g., department)

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

By employee or by role

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

Question

OHM-WARE OMS ERP

Oracle
Fusion

Workflow

Online review and approval


of transactions

In current
release

In current
release

Alerts on pending and late


activities

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Visual view of business


process

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

Optimized UI for some


functions on iPhone

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

Next Year

N/A

N/A

Optimized UI for some


functions on Android

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

Next Year

N/A

N/A

Question

Configurable without being a


programmer

Generate emails with link


back to system for approval

OHM-WARE OMS ERP

Oracle
Fusion

Mobile Application

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

Optimized UI for some


functions on Blackberry

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

Optimized UI for some


functions on Microsoft
Windows Phone

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Multitenant architecture

In current
release

In current
release

N/A

N/A

In current
release

N/A

Next Year

N/A

N/A

N/A

SaaS delivery model

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

Question

OHM-WARE OMS ERP

Oracle
Fusion

Cloud ready

Hosted option

Browser support

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

Question

NetSuite

Office
Master
System

Firefox

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

Chrome

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

Safari

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

Internet Explorer

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

Business intelligence
Report Writer

Prepared by 180 Systems

OHM-WARE OMS ERP

Oracle
Fusion

CPA Magazine
2014 ERP Survey
Question

Ad hoc - don't need a


programmer

NetSuite

In current
release

Uses same password security In current


as application
release

Office
Master
System
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

OHM-WARE OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Dashboards

Includes metrics

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

Includes graphs

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
NetSuite

Office
Master
System

Includes to-do items

In current
release

In current
release

N/A

N/A

In current
release

Configurable without a
programmer

In current
release

In current
release

N/A

N/A

In current
release

Question

OHM-WARE OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
3rd party
3rd party
using same
using
In current
tools and
different
N/A
N/A
release
database as
tools than
primary
primary
system
system
3rd party
3rd party
using same
using
In current
tools and
different
N/A
N/A
release
database as
tools than
primary
primary
system
system

OLAP

Create OLAP cubes

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

Built-in OLAP cubes

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

Financial
Analysis codes / reporting
structure

Prepared by 180 Systems

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Attach analysis codes to


general ledger account
segments. For example, attach
a region code to an account
segment for office
Reporting structures that
allow rollups to any
dimension. For example, could
define a rollup from office to
province or state and then to
country
Analysis codes or reporting
structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction
Allocations

Based on percentage

Prepared by 180 Systems

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

N/A

In current
release

OHM-WARE OMS ERP

Oracle
Fusion

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

N/A

Workaroun
d

Prevent exceeding budget on In current


purchase order
release

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Question

Based on actuals

OHM-WARE OMS ERP

Oracle
Fusion

Commitment accounting

Compare (actuals +
commitments) to budgets

Consolidation

Create new entity and post


j/e's to it

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

Foreign currency translation

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Source acct. can be different


than target acct.

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Across entities with different


fiscal year ends

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Question

OHM-WARE OMS ERP

Oracle
Fusion

Financial Reporting

Rows and columns can be


defined

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Multiple hierarchies

Drill-down to transaction
details

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

OHM-WARE OMS ERP

Oracle
Fusion

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Multiple budgets

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Workaroun
d

Export actuals to Excel

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Format any part of report

Budgeting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

Workaroun
d

N/A

In current
release

N/A

N/A

N/A

Compute budget using


formula

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Workaroun
d

Exported data is formatted


and includes formulas

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

N/A

N/A

Workaroun
d

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Question

Import budget from Excel

OHM-WARE OMS ERP

Oracle
Fusion

Project accounting

Project can be updated by


any financial transaction

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

Compare budget to actual

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Span fiscal years

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

Minor
Modificatio
n

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

Question

Project subledger (not


tracked in general ledger)

OHM-WARE OMS ERP

Oracle
Fusion

Revenue recognition

Based on % complete

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

NetSuite

Office
Master
System

Based on milestone
complete

In current
release

In current
release

OHM-WARE OMS ERP

In current
release

In current
release

Oracle
Fusion

In current
release

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
3rd party
using same
Minor
tools and
In current
In current
Modificatio
N/A
database as
release
release
n
primary
system

Budgeting and forecasting


Budget approval process

Multiple levels of approval

In current
release

In current
release

N/A

In current
release

Escalation rules

In current
release

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Next Year

N/A

Workaroun
d

Next Year

N/A

Workaroun
d

N/A

N/A

N/A

Calculations

Excel-like formulas

Prepared by 180 Systems

N/A

In current
release

N/A

In current
release

3rd party
using same
tools and Workaroun
database as
d
primary
system

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

NetSuite

Office
Master
System

OHM-WARE OMS ERP

Wages and benefits


calculated based on rates in
payroll

In current
release

N/A

N/A

N/A

Driver-based budgeting

In current
release

N/A

N/A

N/A

Based on trends

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

Based on regression
smoothing techniques

Prepared by 180 Systems

Oracle
Fusion
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
3rd party
using
Workaroun different
In current
N/A
N/A
d
tools than
release
primary
system
3rd party
using
Workaroun different
Workaroun
N/A
N/A
d
tools than
d
primary
system
3rd party
using
Workaroun different
N/A
N/A
N/A
d
tools than
primary
system
3rd party
using
Workaroun different
N/A
N/A
N/A
d
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see


the results automatically

NetSuite

Office
Master
System

OHM-WARE OMS ERP

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

Oracle
Fusion
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
3rd party
using
Workaroun different
Workaroun
N/A
N/A
d
tools than
d
primary
system
3rd party
using
In current
different
Workaroun
N/A
N/A
release
tools than
d
primary
system

Audit trail

Track changes/versions

N/A

In current
release

N/A

In current
release

Summary of changes form


preceding forecast

N/A

N/A

N/A

In current
release

Fixed assets
Setup

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

N/A

Workaroun
d

CPA Magazine
2014 ERP Survey
Question

Multiple books

NetSuite

Office
Master
System

Next Year

In current
release

OHM-WARE OMS ERP

N/A

In current
release

Oracle
Fusion

In current
release

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
3rd party
using same
In current
tools and
N/A
N/A
N/A
release
database as
primary
system

Depreciation

Straight line

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Declining balance

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Half-year convention

In current
release

N/A

N/A

In current
release

In current
release

N/A

Disposals

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
NetSuite

Office
Master
System

Gain/loss calculation

In current
release

N/A

N/A

In current
release

In current
release

Partial disposals

In current
release

N/A

N/A

In current
release

In current
release

Question

OHM-WARE OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
3rd party
using same
In current
tools and
N/A
N/A
N/A
release
database as
primary
system
3rd party
using same
In current
tools and
N/A
N/A
N/A
release
database as
primary
system

Integration
Fixed assets linked with
accounts payable - only need
to enter asset once

In current
release

N/A

N/A

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

Preventive maintenance

Schedule maintenance based


on usage

Prepared by 180 Systems

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

NetSuite

Office
Master
System

OHM-WARE OMS ERP

Oracle
Fusion
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Track all work done on asset

N/A

N/A

N/A

N/A

Schedule maintenance

N/A

N/A

N/A

N/A

Back order preference by


customer

In current
release

In current
release

In current
release

In current
release

In current
release

Back order fulfillment based


on customer priority

In current
release

In current
release

In current
release

In current
release

In current
release

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
3rd party
using same
In current
tools and
Next Year
N/A
N/A
release
database as
primary
system
3rd party
using same
In current
tools and
Next Year
N/A
N/A
release
database as
primary
system

Distribution
Back orders

Prepared by 180 Systems

Minor
Minor
Modificatio Modificatio
n
n

N/A

N/A

N/A

Minor
Modificatio
n

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

Question

NetSuite

Office
Master
System

Back order fulfillment based


on order date

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

Back order fulfillment based


on requested ship date

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

Back order fulfillment based


on a set of rules that include
customer preference, order
date and requested ship date

In current
release

In current
release

N/A

N/A

In current
release

N/A

Minor
Modificatio
n

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

OHM-WARE OMS ERP

Oracle
Fusion

Available To promise

Date-sensitive view of
inventory demand and supply

Data collection

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bar coding

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Major
Modificatio
n

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

Next Year

N/A

In current
release

In current
release

N/A

N/A

OHM-WARE OMS ERP

Oracle
Fusion

Landed cost

Basedonstd.percentages

Based on actuals

Allocate actual invoice for a


landed cost component such
as freight to 1 PO or receipt

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

Question

NetSuite

Office
Master
System

Allocate actual invoice for a


landed cost component such
as freight to multiple PO's or
receipts

In current
release

In current
release

N/A

N/A

Next Year

N/A

In current
release

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

OHM-WARE OMS ERP

Oracle
Fusion

EDI supported

Orderplacementand
acknowledgement

Picking

Wavepicking

Pallet, case and unit picking

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Minor
Minor
Modificatio Modificatio
n
n

In current
release

In current
release

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

Question

NetSuite

Office
Master
System

System directs pickers to


location in warehouse

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

Convert requisition into a


purchase order

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

Consolidate requisitions into


purchase orders

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

OHM-WARE OMS ERP

Oracle
Fusion

Put away

Pallet,caseandunitput
away

Systemselectsthebest
location

Requisitions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Approval process

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

N/A

OHM-WARE OMS ERP

Oracle
Fusion

RMA tracking

Reasoncodes

Serial no. and lot tracking

Trackhistoryofall
movements

Manufacturing
Type supported

Process (EG food)

Prepared by 180 Systems

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

NetSuite

Office
Master
System

OHM-WARE OMS ERP

Repetitive (EG consumer


electronics)

In current
release

In current
release

In current
release

In current
release

Make to stock (EG consumer


household goods)

In current
release

In current
release

In current
release

In current
release

Assemble to order (EG


personal computers)

In current
release

In current
release

In current
release

In current
release

Make to order (EG complex


custom products)

In current
release

In current
release

In current
release

In current
release

Prepared by 180 Systems

Oracle
Fusion
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Engineer to order (e.g., ship


building)

NetSuite

In current
release

Office
Master
System

N/A

OHM-WARE OMS ERP

In current
release

N/A

Oracle
Fusion
3rd party
using same
tools and
database as
primary
system

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

MRP
Based on bill of materials,
inventory availability,
seasonality, trends and orders

Generate suggested PO

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Scheduling

Generate production orders

Prepared by 180 Systems

In current
release

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

NetSuite

Office
Master
System

OHM-WARE OMS ERP

Based on resource capacity


of labour and equipment

In current
release

In current
release

In current
release

N/A

Based on grouping jobs to


minimize setup

Workaroun
d

In current
release

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

Graphical view - drag and


drop production orders

In current
release

Oracle
Fusion

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

3rd party
using same
tools and
In current In current
database as
release
release
primary
system
3rd party
using same
Minor
tools and Workaroun
Modificatio
database as
d
n
primary
system
3rd party
using same
tools and
In current In current
database as
release
release
primary
system

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

Shop floor data collection

Data collection by bar codes


for labour and materials

Prepared by 180 Systems

Workaroun
d

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

NetSuite

Record any downtime with


reason code

Workaroun
d

Based on PLC
(programmable logic
controller)

Workaroun
d

Office
Master
System

OHM-WARE OMS ERP

In current
release

In current
release

N/A

In current
release

In current
release

N/A

Oracle
Fusion
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Minor
Modificatio
n

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Quality control

Workaroun
d

N/A

Graph results by month over Workaroun


year
d

N/A

Track nonconformance

Misc

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

NetSuite

Office
Master
System

OHM-WARE OMS ERP

Reverse bill of materials for


disassembly

In current
release

In current
release

In current
release

In current
release

Colour size matrix for


apparel manufacturing

In current
release

In current
release

In current
release

In current
release

Workaroun
d

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Engineering change
management

Multisite production - plan


across locations

Prepared by 180 Systems

Oracle
Fusion

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

3rd party
using same
Minor
tools and
In current
Modificatio
database as
release
n
primary
system
3rd party
using same
Minor
tools and
Modificatio
N/A
database as
n
primary
system
3rd party
using same
tools and
In current In current
database as
release
release
primary
system
3rd party
using same
tools and
In current In current
database as
release
release
primary
system

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

NetSuite

Office
Master
System

OHM-WARE OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

Workaroun
d

N/A

In current
release

Next Year

3rd party
using same
tools and
database as
primary
system

Can add any text to invoice

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Time and material

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Fixed fee

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Configurator

In current
release

N/A

N/A

N/A

In current
release

Professional services
Flexible invoicing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

Percentage complete

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Cost plus

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

Question

OHM-WARE OMS ERP

Oracle
Fusion

Scheduling

Based on availability

In current
release

In current
release

In current
release

N/A

Match skills

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

Match employee
preferences

Timesheets

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

NetSuite

Office
Master
System

OHM-WARE OMS ERP

1 week at a time

In current
release

N/A

In current
release

N/A

Note field for each


project/day

In current
release

N/A

In current
release

N/A

Identify overtime

In current
release

N/A

In current
release

N/A

Web-based data entry

In current
release

N/A

In current
release

N/A

Prepared by 180 Systems

Oracle
Fusion
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

In current
release

Workaroun
d

In current
release

N/A

N/A

In current
release

Workaroun
d

In current
release

N/A

N/A

In current
release

Workaroun
d

In current
release

N/A

N/A

In current
release

Workaroun
d

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

NetSuite

Office
Master
System

OHM-WARE OMS ERP

In current
release

N/A

In current
release

N/A

Can enter off-line and


synchronize

In current
release

N/A

In current
release

N/A

Can prepopulate timesheet


based on project assignments

In current
release

N/A

In current
release

N/A

Could enter time for a


project, phase and task

In current
release

N/A

In current
release

N/A

PDA-enabled

Prepared by 180 Systems

Oracle
Fusion

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

3rd party
using same
tools and
In current
database as
release
primary
system
3rd party
3rd party
using same
using
tools and
different
database as tools than
primary
primary
system
system
3rd party
using same
tools and
In current
database as
release
primary
system
3rd party
using same
tools and
In current
database as
release
primary
system

Workaroun
d

In current
release

N/A

N/A

Workaroun
d

In current
release

N/A

N/A

Workaroun
d

In current
release

N/A

N/A

Workaroun
d

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Different (lower) cost/user


for timesheet and expense
module

NetSuite

Office
Master
System

OHM-WARE OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

In current
release

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

Next Year

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

Next Year

N/A

N/A

Workaroun
d

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

N/A

N/A

Expense Reporting

Calculations such as km's *


rate

Maximums per day

WIP

Maintain WIP history

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Generate bill from WIP

Write-downs or write-ups

NetSuite

Office
Master
System

Workaroun
d

In current
release

OHM-WARE OMS ERP

In current
release

N/A

Oracle
Fusion

In current
release

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Workaroun
d

In current
release

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

Revenue Recognition

Based on hours booked *


rate

Based on % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

NetSuite

Office
Master
System

Subscription revenue is
deferred and recognized
monthly

In current
release

In current
release

In current
release

Based on milestone
complete

In current
release

In current
release

In current
release

OHM-WARE OMS ERP

N/A

N/A

Oracle
Fusion

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

Minor
Minor
Modificatio Modificatio
n
n

N/A

Next Year

N/A

N/A

Minor
Modificatio
n

N/A

In current
release

N/A

N/A

In current
release

N/A

Next Year

N/A

N/A

In current
release

N/A

Next Year

N/A

N/A

In current
release

Workflow
Electronic approval of
timesheets and expense
reports

In current
release

N/A

In current
release

N/A

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

In current
release

N/A

In current
release

N/A

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
Oracle
ProcessPro ProContract
Plex Online
Response Response
Fusion
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
3rd party
3rd party
using same
using same
tools and
In current
tools and
N/A
N/A
N/A
database as
release
database as
primary
primary
system
system

Question

NetSuite

Office
Master
System

Alert if timesheet not


completed on time

In current
release

N/A

In current
release

N/A

Revenue and costs


transferred between divisions
automatically when an
employee in one division
works for another division

Workaroun
d

N/A

In current
release

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

N/A

N/A

2-way integration with


Microsoft Project

Workaroun
d

N/A

In current
release

N/A

In current
release

In current
release

N/A

Next Year

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

OHM-WARE OMS ERP

Misc

Pass through charges from


A/P to client

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Charge customer for


equipment usage

Change orders

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

NetSuite

Office
Master
System

Workaroun
d

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Workaroun
d

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

OHM-WARE OMS ERP

Oracle
Fusion

Construction
Estimating
Estimates based on building
statistics such as no. of suites
and historical rates

Detailed estimates based on


take-offs that Include floor
area, drywall and appliances
Budgeting

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

Question

NetSuite

Office
Master
System

Maintain budget that


includes change orders and
commitments

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

Next Year

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

OHM-WARE OMS ERP

Oracle
Fusion

Collaboration With Trades

Bids online

Bids via spreadsheet

Track status of activities to


be completed by trades

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Alerts if late

NetSuite

Office
Master
System

3rd party
using
different
tools than
primary
system

N/A

OHM-WARE OMS ERP

N/A

N/A

Oracle
Fusion

In current
release

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

Next Year

N/A

N/A

N/A

N/A

Next Year

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

Scheduling
Generate schedule based on
start date, lag time between
activities and dependencies

Update schedule as work


gets completed

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Billing

By % complete

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system

In current
release

CPA Magazine
2014 ERP Survey
Question

By milestone

NetSuite

3rd party
using
different
tools than
primary
system

Office
Master
System

N/A

OHM-WARE OMS ERP

N/A

N/A

Oracle
Fusion

In current
release

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
Minor
Modificatio
n

N/A

In current
release

N/A

N/A

In current
release

N/A

Next Year

N/A

N/A

In current
release

N/A

Next Year

N/A

N/A

In current
release

N/A

Next Year

N/A

N/A

Service management
Service calls

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

Track service history by serial In current


no.
release

N/A

In current
release

N/A

Date and time stamping

Escalations if work not done


on time

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Generate quote for


customer

Generate work order

Generate invoice for work


done and inventory used

NetSuite

Office
Master
System

OHM-WARE OMS ERP

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

Oracle
Fusion
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

In current
release

N/A

Next Year

N/A

N/A

In current
release

N/A

Next Year

N/A

N/A

In current
release

N/A

Next Year

N/A

N/A

In current
release

N/A

Next Year

N/A

N/A

Scheduling / Dispatching

Manually assign resources

Prepared by 180 Systems

In current
release

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Automatically assign
resources based on skills and
availability

NetSuite

In current
release

Office
Master
System

N/A

OHM-WARE OMS ERP

In current
release

N/A

Oracle
Fusion
3rd party
using same
tools and
database as
primary
system

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)

N/A

N/A

Next Year

N/A

N/A

In current
release

N/A

Next Year

N/A

N/A

In current
release

N/A

Next Year

N/A

N/A

In current
release

N/A

Next Year

N/A

N/A

Self service by client

Check status

In current
release

In current
release

In current
release

N/A

Log problem

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

Access to information to
resolve problem

Human Resources
Recruitment

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Web based

Automated screening based


on keywords or qualifications

NetSuite

Office
Master
System

OHM-WARE OMS ERP

In current
release

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

Oracle
Fusion
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
3rd party
using
In current
different
Next Year
N/A
N/A
release
tools than
primary
system
3rd party
using
In current
different
Next Year
N/A
N/A
release
tools than
primary
system

Employee administration
Pictures attached to
employee and available for
view by employees that have
access

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Self serve over the Internet

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

Next Year

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

NetSuite

Office
Master
System

OHM-WARE OMS ERP

Oracle
Fusion

Generate work flow approval


In current
on change of certain
release
information

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Maintain history of
compensation and ratings

In current
release

N/A

In current
release

N/A

In current
release

Record company assets


including keys, Blackberries,
laptops given out to
employees

In current
release

N/A

In current
release

N/A

In current
release

Skills and degrees

Leave of absence
administration

Prepared by 180 Systems

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
3rd party
using
In current
different
Next Year
N/A
N/A
release
tools than
primary
system
3rd party
using
In current
different
In current
N/A
N/A
release
tools than
release
primary
system
3rd party
using
In current
different
In current
N/A
N/A
release
tools than
release
primary
system
3rd party
using
In current
different
In current
N/A
N/A
release
tools than
release
primary
system

CPA Magazine
2014 ERP Survey
Question

NetSuite

Office
Master
System

Able to view the various


absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

In current
release

N/A

In current
release

N/A

In current
release

Absence approval process

In current
release

N/A

In current
release

N/A

In current
release

OHM-WARE OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
3rd party
using
In current
different
In current
N/A
N/A
release
tools than
release
primary
system
3rd party
using
In current
different Workaroun
N/A
N/A
release
tools than
d
primary
system

Performance Management

Maintain Job Descriptions


and attached to employees

In current
release

N/A

Workaroun
d

N/A

In current
release

In current
release

Track performance review


process - dates, ratings

In current
release

N/A

Workaroun
d

N/A

In current
release

In current
release

Benefit Administration

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

NetSuite

3rd party
using
Benefit plans and deductions
different
- family vs. single, LTD, Life
tools than
Insurance, etc.
primary
system
3rd party
using
different
Eligibility dates for benefits
tools than
primary
system
Training Administration

Office
Master
System

OHM-WARE OMS ERP

N/A

Workaroun
d

N/A

In current
release

N/A

In current
release

N/A

In current
release

Employee update courses


online

In current
release

N/A

Workaroun
d

N/A

Registration for internal


courses by employees

In current
release

N/A

Workaroun
d

N/A

Document management
Integration

Prepared by 180 Systems

Oracle
Fusion

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
3rd party
using
In current
different
In current
N/A
N/A
release
tools than
release
primary
system
3rd party
using
In current
different
In current
N/A
N/A
release
tools than
release
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

NetSuite

Office
Master
System

Attach multiple documents


to any transactions in the
system

In current
release

In current
release

N/A

In current
release

In current
release

Attach multiple documents


to any master files (such as
customer or supplier) in the
system

In current
release

In current
release

N/A

In current
release

In current
release

OHM-WARE OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
3rd party
using
In current
different
In current
Next Year
N/A
release
tools than
release
primary
system
3rd party
using
In current
different
In current
In current
N/A
release
tools than
release
release
primary
system

Change Control

Optionally check in and out

In current
release

N/A

N/A

In current
release

Email alerts if changed

In current
release

N/A

N/A

In current
release

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Next Year

N/A

N/A

Next Year

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Versioning

NetSuite

Office
Master
System

In current
release

N/A

OHM-WARE OMS ERP

N/A

In current
release

ProfitKey
ProfitKey
Rapid
RRM (Rapid
Oracle
ProcessPro ProContract
Plex Online
Response Response
Fusion
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
3rd party
3rd party
using same
using
tools and
In current
different
In current
N/A
N/A
database as
release
tools than
release
primary
primary
system
system

Approvals

Approval process

Based on same tools as


approving transactions

Show status of document

Search

Prepared by 180 Systems

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Next Year

N/A

N/A

Next Year

N/A

N/A

Next Year

N/A

In current
release

CPA Magazine
2014 ERP Survey
NetSuite

Office
Master
System

Search on file names

In current
release

In current
release

N/A

In current
release

In current
release

Search for embedded text

In current
release

In current
release

N/A

N/A

In current
release

Search for key words

In current
release

In current
release

N/A

In current
release

In current
release

Question

OHM-WARE OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
3rd party
using
In current
different
Next Year
N/A
N/A
release
tools than
primary
system
3rd party
using
In current
different
Next Year
N/A
N/A
release
tools than
primary
system
3rd party
using
In current
different
Next Year
N/A
N/A
release
tools than
primary
system

CRM
Applications

Contact Management

Prepared by 180 Systems

In current
release

N/A

N/A

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
NetSuite

Office
Master
System

Sales force automation

In current
release

In current
release

N/A

N/A

Marketing automation

In current
release

In current
release

N/A

N/A

Service management

In current
release

In current
release

N/A

N/A

Question

OHM-WARE OMS ERP

ProfitKey
ProfitKey
Rapid
RRM (Rapid
Oracle
ProcessPro ProContract
Plex Online
Response Response
Fusion
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
3rd party
using
In current
different
N/A
N/A
N/A
N/A
release
tools than
primary
system
3rd party
using
In current
different
N/A
N/A
N/A
N/A
release
tools than
primary
system
3rd party
3rd party
using same
using
tools and
different
N/A
Next Year
N/A
N/A
database as
tools than
primary
primary
system
system

eCommerce
Customer portal

Customers can place order


online

Prepared by 180 Systems

In current
release

In current
release

N/A

N/A

Next Year

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

NetSuite

Office
Master
System

Order confirmation includes


a link to secure customer
portal

In current
release

In current
release

N/A

N/A

Next Year

Customer can check order


status online

In current
release

In current
release

N/A

N/A

Next Year

Link to carrier's website and


view status of shipment based
on tracking no.

In current
release

In current
release

N/A

N/A

Next Year

OHM-WARE OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
3rd party
using
different
N/A
N/A
N/A
N/A
tools than
primary
system
3rd party
using
different
N/A
N/A
N/A
N/A
tools than
primary
system
3rd party
using
different
N/A
N/A
N/A
N/A
tools than
primary
system

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

In current
release

In current
release

N/A

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

NetSuite

Office
Master
System

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

OHM-WARE OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
Rapid
RRM (Rapid
ProcessPro ProContract
Plex Online
Response Response
Premier
orMX
Manufactur Manufactur
ing (RRM)
ing)
3rd party
using
different
N/A
N/A
N/A
N/A
tools than
primary
system
3rd party
using
different
N/A
N/A
N/A
N/A
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Tier

Projector

Pronto Xi

Q360

Quantus
ERP

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App
2
3

Projector
PSA, Inc.

Pronto
Software

Solutions36
0 Inc.

Quantus
Software

Intuit
Rootstock
Canada ULC Software

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
2
2
3
1

System information
Vendor name

Version no.

4.4

700.3

Sage

2014
Summer
available
2013 / 1.66 October 1,
2013

Sage

Sage

SAP AG

6.5

2011

8.01

8.6

2011

John
Graham

Larry Archer

Geoffrey
Morgan

Laura
Horvath

Erik Kaas

Danielle
Holt

Taryn
Wagman

Tom Acorn

800-4507748 230

204-4781308

905-3669449

925.785.269
6

866-5307243

866-5307243

604-2073385

416-2282828

Contact
Contact name

Contact phone no.

Contact email

Prepared by 180 Systems

Steve Chong Terry Leister


617-4314114

309-8246158

steve@proj terry.leister jgraham@s larcher@qu geoffrey_m lhorvath@r sageerpsolu sageerpsolu taryn.wagm


tom.acorn@
ectorpsa.co @pronto.ne olutions360. antussoftwa organ@intui ootstocksoft tions@sage. tions@sage. an@sage.co
sap.com
m
t
com
re.com
t.com
ware.com
com
com
m

CPA Magazine
2014 ERP Survey
Question

Website

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)
Ratio - average
implementation cost/licence
cost
Average implementation
cost ($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)
Average annual fee / user ($)
Average no. of users
Average annual fees ($)

Prepared by 180 Systems

Projector

Pronto Xi

Q360

Quantus
ERP

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

www.quant
www.na.sag http://na.sa www.simply
www.Projec www.pront www.soluti
www.quickb www.rootst
ussoftware.
e.com/sage- ge.com/sag accounting.c www.sap.ca
torPSA.com
o.net
ons360.com
ooks.ca
ock.com
com
300-erp
e-erp-x3/
om

NA
NA
NA

$2,850
60
$171,000

$3,575
40
$143,000

$3,000
15
$45,000

NA
NA
NA

NA
NA
NA

$75
8
$600

$2,610
24
$62,640

$600
5
$3,000

NA
NA
NA

NA

0.75

NA

NA

1.5

1.25

NA

NA

$171,000

$107,250

$45,000

NA

NA

$900

$78,300

$3,000

NA

NA

$342,000

$250,250

$90,000

NA

NA

$1,500

$140,940

$6,000

NA

$300

$5,200

$1,872

NA

NA

$1,800

$2,100

NA

NA

NA

75
$22,500

20
$104,000

25
$46,800

NA
NA

NA
NA

20
$36,000

4
$8,400

NA
NA

NA
NA

NA
NA

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

0.75

NA

NA

0.5

NA

NA

NA

$16,875

$104,000

$93,600

NA

NA

$36,000

$4,200

NA

NA

NA

$113,485

$549,313

$291,762

NA

NA

$190,147

$40,368

NA

NA

NA

180

1,600

5,250

125

NA

41

6,000,000

6,000,000

500,000

97,000

180

1,600

350

125

NA

13

45,000

4,000

5,000

17,000

Previousyearrevenue-all
systems - in Millions ($)

NA

$60

NA

$4

NA

Private - not
disclosed

NA

NA

NA

NA

Previousyearrevenue-this
system - in Millions ($)

NA

$60

NA

$4

NA

Private - not
disclosed

NA

NA

NA

NA

Currentyearrevenue-all
systems - in Millions ($)

NA

$68

NA

$5

NA

Private - not
disclosed

NA

NA

NA

NA

Currentyearrevenue-this
system - in Millions ($)

NA

$68

NA

$5

NA

Private - not
disclosed

NA

NA

NA

NA

Question

Average implementation
costs / average fees - year one
Average implementation
costs - year one ($)
NPV over 5 years (discount
rate of 5%) ($)
Vendor information
Customer information
No. of customers worldwide - all products
No. of customers worldwide - this product
Revenue ($US)

Company profile

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Budget for licence cost and


implementation services
> $300K
Between $50K and $300K
< $50K

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

N/A
N/A
N/A

Primary
Primary
N/A

Secondary
Primary
Secondary

Primary
N/A
Primary

N/A
N/A
N/A

N/A
Primary
Secondary

Secondary
Primary
Secondary

Primary
Primary
Secondary

N/A
N/A
Primary

N/A
N/A
N/A

Secondary
Primary
Secondary

Primary
Secondary
N/A

Primary
Secondary
N/A

N/A
N/A
N/A

N/A
N/A
N/A

Secondary
Primary
N/A

Secondary
Primary
Secondary

N/A
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

Secondary

Primary

Primary

N/A

N/A

Secondary

Secondary

Primary

N/A

Primary

Primary

Primary

Primary

Primary

N/A

Primary

Primary

Primary

Secondary

Secondary

Secondary

Secondary

Secondary

Primary

Primary

N/A

Secondary

Secondary

Primary

N/A

None
Full
Partial
Partial
None
None
None

Partial
Full
None
None
None
None
None

None
None
None
None
None
None
None

None
None
None
None
None
None
None

None
None
None
None
None
None
None

Partial
Partial
Partial
Partial
None
None
None

Full
Full
Partial
Partial
Partial
Partial
Partial

Full
Full
Full
Full
None
Full
Full

None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
Full

Annual budget for software as


a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway

Prepared by 180 Systems

Projector

Pronto Xi

Q360

Quantus
ERP

Full
None
None
None
None
None
None
Partial
Partial
None
None
None
None
None
Full
Full
None
None
None
None
None
None
None
None
None
None
None
Full
None

Full
None
None
None
None
None
None
None
None
None
Partial
None
Partial
Full
None
None
None
None
None
None
None
None
None
Full
None
None
None
Full
None

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
None
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App
Partial
Partial
None
None
None
Partial
None
Partial
None
Partial
None
Partial
None
Partial
None
None
None
Partial
None
None
None
Partial
None
Partial
None
Full
None
None
None
Partial
None
Partial
None
Partial
None
None
None
None
None
None
None
Partial
None
None
None
None
None
Partial
None
None
None
None
None
Partial
None
Partial
None
Partial

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
Full
Full
Full
Full
Full
Full
None
Full
Partial
None
None
Full
Partial
None
None
Full
Partial
None
None
Full
Partial
None
None
Full
Partial
None
None
Full
Partial
Full
None
Full
Partial
Full
None
Full
Partial
None
None
Full
Full
None
None
Full
Partial
Full
None
Full
Full
None
None
Full
Full
Full
None
Full
Partial
Full
None
Full
Partial
None
None
Full
Partial
Full
None
Full
Partial
None
None
Full
Partial
None
None
Full
Partial
None
None
Full
Partial
None
None
Full
None
None
None
Full
Partial
None
None
Full
Partial
Full
None
Full
Partial
Full
None
Full
Full
None
None
Full
Partial
Full
None
Full
Full
Full
None
Full
Partial
None
None
Full

CPA Magazine
2014 ERP Survey
Question

Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil

Prepared by 180 Systems

Projector

Pronto Xi

Q360

Quantus
ERP

None
None
None
None
None
None
Partial
None
None
None
None
Partial
Partial
Partial
Partial
None
None
None
None
Full
Full
None

Partial
None
None
None
None
None
Full
None
None
Partial
Partial
None
None
None
None
None
None
None
None
Partial
Full
Partial

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None

None
None
None
None
None
None

Partial
Full
None
None
None
None

None
None
None
None
None
None

None
None
None
None
None
None

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App
None
Partial
None
Partial
None
Partial
None
Partial
None
None
None
None
None
Partial
None
None
None
None
None
Partial
None
Partial
None
Partial
None
Partial
None
None
None
Partial
None
Partial
None
None
None
None
None
None
None
Full
None
Full
None
None
None
None
None
None
None
None

Full
Full
Full
Full
None
None

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
Partial
Full
None
Full
Partial
Full
None
Full
Partial
Full
None
Full
Partial
Full
None
Full
Partial
Full
None
Full
Partial
None
None
Full
Full
Full
None
Full
Partial
Full
None
Full
Partial
None
None
Full
Full
Full
None
Full
Full
None
None
Full
Partial
Full
None
Full
Partial
None
None
Full
Partial
Full
None
Full
Partial
Full
None
Full
Partial
Full
None
Full
Partial
Full
None
Full
Partial
None
None
Full
Partial
None
None
Full
Full
Full
None
Full
Full
Full
Full
Full
Partial
None
None
Full
Full
Full
Full
Full
Full
Full

Full
Full
Full
Full
None
Full

None
None
None
None
None
None

Full
Full
Full
Full
Full
Full

CPA Magazine
2014 ERP Survey
Question

Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand

Prepared by 180 Systems

Projector

Pronto Xi

Q360

Quantus
ERP

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
None
None
None
None
None
None
None
None
None
Partial
None
Partial
Partial
None
None
None
None
None
None
None
None
None
Full
None
None
None
Full

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App
None
None
Full
Full
None
None
None
Full
None
Full
None
Full
None
None
None
Full
None
None
None
Full
None
None
None
Full
None
Full
None
Full
None
None
None
Full
None
Full
None
Full
None
None
None
None
None
None
None
Partial
None
None
None
None
None
Full
None
None
None
Partial
None
Full
None
Full

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
Full
None
None
Full
Full
Full
Full
Full
Full
Full
None
Full
Full
None
None
Full
Full
None
None
Full
Full
None
None
Full
Full
None
None
Full
Full
None
None
Full
Full
Full
None
Full
Full
Full
None
Full
Full
None
None
Full
Full
None
None
Full
Full
Full
None
Full
Full
None
None
Full
Full
None
None
Full
Full
None
None
Full
Full
None
None
Full
Full
Full
None
Full
Full
None
None
Full
Full
None
None
Full
Full
None
None
Full
Full
None
None
Full
Full
None
None
Full
Full
None
None
Full
Full
None
None
Full
Full
None
None
Full
Full
None
None
Full
Full
None
None
Full
Full
Full
None
Full

CPA Magazine
2014 ERP Survey
Question

Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Language
Language support
Arabic
Chinese
Dutch

Prepared by 180 Systems

Projector

Pronto Xi

Q360

Quantus
ERP

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
Partial
None
None
None
None
None
Full
None
None
Partial
Partial
None
None
None
None
None
None
None
None
Full
Full
Partial

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None

None
None
None

None
None
None

None
None
None

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App
None
Full
None
Full
None
Full
None
Full
None
Full
None
None
None
None
None
Full
None
Partial
None
Partial
None
Full
None
Partial
None
Full
None
Full
None
Full
None
Full
None
Partial
None
None
None
None
None
None
None
Full
None
Full
None
None

None
None
None

None
None
Partial

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
Full
None
None
Full
Full
None
None
Full
Full
Full
None
Full
Full
Full
None
Full
Full
Full
None
Full
Full
None
None
Full
Full
None
None
Full
Full
None
None
Full
Full
None
None
Full
Full
None
None
Full
Full
Full
None
Full
Full
None
None
Full
Full
Full
None
Full
Full
None
None
Full
Full
Full
None
Full
Full
Full
None
Full
Full
None
None
Full
Full
None
None
Full
Full
None
None
Full
Full
None
None
Full
Full
Full
None
Full
Full
Full
Full
Full
Full
None
None
Full

None
Full
None

None
Full
Full

None
None
None

Full
Full
Full

CPA Magazine
2014 ERP Survey
Question

English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
Full
Full
Full
Full
Full
Full
Full
Full
None
Full
None
Full
None
None
None
Full
None
Full
None
Full
None
None
None
Full
None
None
None
Full
None
Full
None
Full
None
Full
None
Full
Full
Full
Full
Full

Projector

Pronto Xi

Q360

Quantus
ERP

Full
None
None
None
None
None
None
None
None
None

Full
Full
None
None
None
None
None
None
None
Partial

Full
Partial
None
None
None
None
None
None
None
None

Full
Partial
None
None
None
None
None
None
None
None

Primary

N/A

N/A

N/A

N/A

Primary

N/A

Minimal

Primary

Primary
Minimal
Secondary
Primary
Primary
Primary

N/A
N/A
Primary
N/A
N/A
N/A

N/A
N/A
N/A
Primary
Some
N/A

N/A
N/A
N/A
N/A
N/A
N/A

Some
N/A
Some
Primary
Primary
Some

Primary
Some
Secondary
Secondary
Secondary
Primary

Secondary
N/A
N/A
Primary
Primary
Primary

Minimal
Minimal
Some
Some
Minimal
Secondary

Primary
Primary
Primary
Primary
Primary
Primary

Secondary

N/A

N/A

N/A

Secondary

Some

Primary

Some

Primary

Some
Minimal

Primary
N/A

N/A
N/A

N/A
N/A

N/A
N/A

Primary
Primary

N/A
N/A

Some
Some

Primary
Primary

N/A

N/A

N/A

N/A

N/A

Primary

N/A

Some

Primary

Minimal

Primary

N/A

N/A

N/A

Primary

N/A

Some

Primary

Industry
Industry focus (NAICS)
11 Agriculture, forestry,
N/A
fishing and hunting
21 Mining
N/A
22 Utilities
N/A
23 Construction
N/A
31-33 Manufacturing
N/A
42 Wholesale trade
N/A
44-45 Retail trade
N/A
48-49 Transportation and
N/A
warehousing
51 Information
Secondary
52 Finance and insurance
N/A
53 Real estate and rental and
N/A
leasing
54 Professional, scientific,
Primary
and technical services

Prepared by 180 Systems

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App
Full
Full
None
None
None
Partial
None
None
None
Partial
None
None
None
None
None
Partial
None
None
None
Partial

CPA Magazine
2014 ERP Survey
Question

55 Management of
companies and enterprises
56 Administrative and
support and waste
management and remediation
services
61 Education services
62 Health care and social
assistance
71 Arts, entertainment and
recreation
72 Accommodation and food
services
81 Other services (except
public administration)
92 Public administration
Technology
Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL

Prepared by 180 Systems

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

Primary

N/A

N/A

N/A

N/A

Primary

Primary

Secondary

Primary

N/A

Some

N/A

N/A

N/A

N/A

Secondary

N/A

Some

Primary

N/A

Minimal

N/A

N/A

N/A

N/A

Primary

N/A

Some

Primary

N/A

Minimal

N/A

N/A

N/A

N/A

Primary

N/A

Some

Primary

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

Some

Primary

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

Secondary

Primary

N/A

Minimal

Primary

N/A

N/A

N/A

Primary

N/A

Some

Primary

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

Some

Primary

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
N/A
N/A
N/A
Primary
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
Primary
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Secondary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A

CPA Magazine
2014 ERP Survey
Question

Projector

Progress
N/A
PostgreSQL
Networks supported
Microsoft
N/A
Linux
N/A
Unix
N/A
AIX
N/A
Novell Netware
N/A
IBM AS/400 (OS/400)
N/A
IBM S/390
N/A
Mac OS
N/A
Web browser
Primary
Clients supported
Web based (don't need Citrix
Primary
or Terminal Services)
Windows
Primary
Mac OS (without Web
Secondary
browser)
Software delivery
On premises (software is
installed and run on
Secondary
customer's hardware)
On demand or SaaS
(customer accesses a single
instance of the software over
Primary
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Prepared by 180 Systems

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App
N/A
N/A
N/A

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
N/A
N/A
N/A
N/A
N/A
N/A
-

Pronto Xi

Q360

Quantus
ERP

N/A
-

N/A
N/A

N/A
N/A

Primary
Primary
Primary
Primary
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Primary
Primary
Primary
Primary
N/A
N/A
N/A
N/A
Primary

Primary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A

N/A

Secondary

Secondary

N/A

Primary

Secondary

Primary

N/A

N/A

Primary

Primary

Primary

Primary

N/A

Primary

Primary

Primary

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Primary

Primary

Primary

Primary

N/A

Primary

Primary

Primary

Primary

Primary

N/A

N/A

N/A

Primary

Primary

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

Primary

Primary

Primary

N/A

N/A

Secondary

Secondary

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Financial reporting

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts receivable

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Hosted (software is accessed


on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)
Applications
Financial

General ledger

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Accounts payable

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

In current
release

In current
release

In current
release

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Multicurrency

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Budgeting and forecasting

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Fixed assets

Distribution

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

Order processing

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Inventory

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Purchase order

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

Workaroun
d

In current
release

Question

Warehouse management

Manufacturing

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

Workaroun
d

CPA Magazine
2014 ERP Survey
Projector

Pronto Xi

Q360

Quantus
ERP

Discrete

N/A

In current
release

N/A

In current
release

Process

N/A

In current
release

N/A

In current
release

Make to stock

N/A

In current
release

N/A

In current
release

Make to order

N/A

In current
release

N/A

In current
release

Question

Other

Prepared by 180 Systems

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
ERP
(formerly Sage ERP X3
Sage ERP
Accpac)
3rd party
using same
Workaroun In current
tools and
In current
d
release
database as
release
primary
system
3rd party
using same
Workaroun Workaroun tools and
In current
d
d
database as
release
primary
system
3rd party
using same
In current In current
tools and
In current
release
release
database as
release
primary
system
3rd party
using same
In current In current
tools and
In current
release
release
database as
release
primary
system

SAP
Sage Simply
Business AllAccounting
in-One

Workaroun
d

In current
release

Workaroun
d

In current
release

Workaroun
d

In current
release

Workaroun
d

In current
release

CPA Magazine
2014 ERP Survey
Question

Service management

Professional services
automation

Project costing

Time billing

Prepared by 180 Systems

Projector

Pronto Xi

Q360

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Rootstock
QuickBooks Manufactur
Quantus
Pro and
ing &
ERP
Premier
Supply
Chain App
3rd party
using same
In current In current
tools and
release
release
database as
primary
system
3rd party
using same
In current
tools and
Next Year
release
database as
primary
system

In current
release

In current
release

Sage 300
ERP
(formerly Sage ERP X3
Sage ERP
Accpac)
3rd party
using same
tools and
In current
database as
release
primary
system
3rd party
using same
tools and
N/A
database as
primary
system

SAP
Sage Simply
Business AllAccounting
in-One

Workaroun
d

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Projector

Canadian payroll

N/A

US payroll

N/A

HR

N/A

Contact management

N/A

Prepared by 180 Systems

Pronto Xi

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

In current
release

Q360

Quantus
ERP

3rd party
3rd party
using same
using
tools and
different
database as tools than
primary
primary
system
system
3rd party
3rd party
using same
using
tools and
different
database as tools than
primary
primary
system
system
3rd party
using
In current
different
release
tools than
primary
system

In current
release

In current
release

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App
3rd party
using
In current
different
release
tools than
primary
system
3rd party
using
different
N/A
tools than
primary
system
3rd party
using
different
N/A
tools than
primary
system
3rd party
using same
In current
tools and
release
database as
primary
system

Sage 300
ERP
(formerly Sage ERP X3
Sage ERP
Accpac)
3rd party
using
In current
different
release
tools than
primary
system
3rd party
using
In current
different
release
tools than
primary
system
3rd party
using
In current
different
release
tools than
primary
system

In current
release

In current
release

SAP
Sage Simply
Business AllAccounting
in-One

In current
release

In current
release

In current
release

In current
release

Workaroun
d

In current
release

Workaroun
d

In current
release

CPA Magazine
2014 ERP Survey
Question

Projector

Pronto Xi

Q360

Customer relationship
management

N/A

In current
release

In current
release

Business intelligence

In current
release

In current
release

In current
release

Corporate performance
management

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Construction

Prepared by 180 Systems

Rootstock Sage 300


QuickBooks Manufactur
ERP
Quantus
Pro and
ing &
(formerly Sage ERP X3
ERP
Premier
Supply
Sage ERP
Chain App
Accpac)
3rd party
using same
In current In current
tools and
In current In current
release
release
database as
release
release
primary
system
3rd party
using same
In current Workaroun tools and
In current In current
release
d
database as
release
release
primary
system
3rd party
3rd party
3rd party
using same
using
using
In current In current
tools and
different
different
release
release
database as tools than tools than
primary
primary
primary
system
system
system

In current
release

In current
release

Workaroun
d

N/A

N/A

SAP
Sage Simply
Business AllAccounting
in-One

Workaroun
d

In current
release

In current
release

In current
release

N/A

In current
release

Workaroun
d

In current
release

CPA Magazine
2014 ERP Survey
Question

Not-for-profit

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

In current
release

N/A

N/A

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

In current
release

N/A

In current
release

N/A

N/A

In current
release

Document management

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

Generic features
Ease of use
Consistent user interface
throughout the application
Shortcuts to specific
programs

In current
release

In current
release
In current
release

In current
release
In current
release

N/A

Next Year

Retail

Type ahead/autofill

Prepared by 180 Systems

N/A
N/A

In current
release
In current
release
In current
release

N/A
N/A
N/A

N/A

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

In current
release

3rd party
using
Workaroun different
d
tools than
primary
system
3rd party
3rd party
using same
using
tools and
different
database as tools than
primary
primary
system
system

In current
release
In current
release
In current
release

In current
release

Workaroun
d

In current
release

N/A

Workaroun
d

In current
release

In current
release

Workaroun
d

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release
In current
release

In current
release
In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

User defined help

Only need a browser

Multiple criteria to find a


record
Global search
Screens on dual monitors
open at same time without
additional license
Customization

Add user-defined fields to


screen

Prepared by 180 Systems

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release
In current
release

In current
release

N/A

In current
release
In current
release

N/A

N/A

In current
release
In current
release

N/A

Next Year

In current
release
In current
release

N/A

N/A

N/A

In current
release
N/A

3rd party
using same
tools and
database as
primary
system
In current
release
In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Question

Projector

Pronto Xi

Q360

Quantus
ERP

Used in report selection and


ordering

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Without changing source


code

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Platformforbusiness
partners to extend solution

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Workaroun
d

Next Year

In current
release

N/A

N/A

In current
release

Multiple companies

Automatic balancing of
intercompany transactions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Purchaseorderautomatically
becomes sales order

Shareinventoryacross
separate companies

Sharevendorsacross
separate companies

Multiplecompaniesinsame
database and each company
can have a different home
currency
Multicurrency

Calculaterealizedgainsand
losses

Prepared by 180 Systems

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

In current
release

In current
release

In current
release

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

In current
release

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

In current
release

In current
release

In current
release

Workaroun
d

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Workaroun
d

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

N/A

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Question

Projector

Pronto Xi

Q360

Quantus
ERP

Calculateunrealizedgains
and losses

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

Invoiceandpaymentin
different currencies

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Password security
By company
By menu

By function ( view, add,


change, delete)

By field

Prepared by 180 Systems

In current
release
In current
release

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Question

Projector

Pronto Xi

Q360

Quantus
ERP

By account code segment


(e.g., department)

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

By employee or by role

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Workflow

Online review and approval


of transactions

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

Alerts on pending and late


activities

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

Next Year

N/A

In current
release

In current
release

In current
release

N/A

N/A

Visual view of business


process

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Projector

Pronto Xi

Q360

Quantus
ERP

Configurable without being a


programmer

In current
release

In current
release

In current
release

In current
release

Generate emails with link


back to system for approval

In current
release

In current
release

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

N/A

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

Next Year

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

In current
release

In current
release

Next Year

N/A

N/A

In current
release

In current
release

N/A

In current
release

Next Year

Next Year

N/A

N/A

Mobile Application

Optimized UI for some


functions on iPhone

In current
release

Optimized UI for some


functions on Android

In current
release

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Projector

Optimized UI for some


functions on Blackberry

In current
release

Optimized UI for some


functions on Microsoft
Windows Phone

In current
release

Pronto Xi

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Q360

Quantus
ERP

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

Cloud ready
Multitenant architecture

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

SaaS delivery model

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Next Year

N/A

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

Hosted option

Browser support

Prepared by 180 Systems

In current
release

In current
release

In current
release

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Projector

Firefox

In current
release

Chrome

In current
release

Safari

In current
release

Internet Explorer

In current
release

Business intelligence
Report Writer

Prepared by 180 Systems

Pronto Xi

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Q360

Quantus
ERP

In current
release

N/A

N/A

In current
release

In current
release

Next Year

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

Next Year

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

Next Year

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Question

Projector

Pronto Xi

Q360

Quantus
ERP

Ad hoc - don't need a


programmer

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

N/A

Uses same password security In current


as application
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

N/A

Dashboards

Includes metrics

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Includes graphs

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

Includes to-do items

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

Configurable without a
programmer

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

Question

OLAP

Create OLAP cubes

N/A

In current
release

In current
release

In current
release

N/A

Built-in OLAP cubes

In current
release

In current
release

In current
release

In current
release

N/A

Financial
Analysis codes / reporting
structure

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Projector

Attach analysis codes to


general ledger account
Minor
segments. For example, attach Modificatio
a region code to an account
n
segment for office
Reporting structures that
allow rollups to any
Minor
dimension. For example, could
Modificatio
define a rollup from office to
n
province or state and then to
country
Analysis codes or reporting
structures can be used to
generate financial reports for
Minor
attributes/dimensions such as Modificatio
country without embedding a
n
country code in a financial
transaction
Allocations

Based on percentage

Prepared by 180 Systems

N/A

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Pronto Xi

Q360

Quantus
ERP

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Based on actuals

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

In current
release

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Minor
Modificatio
n

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Commitment accounting

Compare (actuals +
commitments) to budgets

Prevent exceeding budget on In current


purchase order
release

In current
release

In current
release

In current
release

N/A

Next Year

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Consolidation

Create new entity and post


j/e's to it

Prepared by 180 Systems

N/A

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

Foreign currency translation

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Source acct. can be different


than target acct.

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

Across entities with different


fiscal year ends

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

In current
release

Question

Financial Reporting

Rows and columns can be


defined

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Multiple budgets

In current
release

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

In current
release

N/A

In current
release

Export actuals to Excel

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Multiple hierarchies

Drill-down to transaction
details

Format any part of report

Budgeting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Import budget from Excel

Compute budget using


formula

Exported data is formatted


and includes formulas

Q360

Quantus
ERP

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

In current
release

N/A

In current
release

N/A

Major
Modificatio
n

In current
release

In current
release

N/A

N/A

Minor
Modificatio
n

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Projector

Pronto Xi

Minor
Modificatio
n

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Project accounting

Project can be updated by


any financial transaction

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

Compare budget to actual

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Span fiscal years

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

Workaroun
d

N/A

In current
release

Question

Project subledger (not


tracked in general ledger)

Revenue recognition

Based on % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Question

Projector

Pronto Xi

Q360

Quantus
ERP

Based on milestone
complete

In current
release

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

Workaroun
d

N/A

In current
release

Multiple levels of approval

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

Next Year

In current
release

In current
release

N/A

N/A

Escalation rules

N/A

In current
release

In current
release

N/A

N/A

Next Year

In current
release

In current
release

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

N/A

Budgeting and forecasting


Budget approval process

Calculations

Excel-like formulas

Prepared by 180 Systems

N/A

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Projector

Pronto Xi

Q360

Quantus
ERP

Wages and benefits


calculated based on rates in
payroll

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

Driver-based budgeting

N/A

Next Year

In current
release

N/A

Based on trends

N/A

Next Year

In current
release

N/A

N/A

Next Year

Minor
Modificatio
n

N/A

Question

Based on regression
smoothing techniques

Prepared by 180 Systems

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App
3rd party
using
different
N/A
tools than
primary
system
3rd party
using
different
N/A
tools than
primary
system
3rd party
using
different
N/A
tools than
primary
system
3rd party
using
different
N/A
tools than
primary
system

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
3rd party
using
In current
different
N/A
N/A
release
tools than
primary
system

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see


the results automatically

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

In current
release

Minor
Modificatio
n

N/A

N/A

In current
release

Minor
Modificatio
n

N/A

Rootstock Sage 300


QuickBooks Manufactur
SAP
ERP
Sage Simply
Pro and
Business Alling &
(formerly Sage ERP X3
Accounting
Premier
in-One
Supply
Sage ERP
Chain App
Accpac)
3rd party
3rd party
using
using
different
In current
different
N/A
N/A
N/A
tools than
release
tools than
primary
primary
system
system
3rd party
3rd party
using
using
different
In current
different
N/A
N/A
N/A
tools than
release
tools than
primary
primary
system
system

Audit trail

Track changes/versions

N/A

In current
release

In current
release

In current
release

N/A

Summary of changes form


preceding forecast

N/A

In current
release

In current
release

In current
release

N/A

Fixed assets
Setup

Prepared by 180 Systems

3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system
3rd party
using
different
In current
tools than
release
primary
system

In current
release

N/A

N/A

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Multiple books

Projector

Pronto Xi

Q360

N/A

In current
release

In current
release

Rootstock Sage 300


QuickBooks Manufactur
SAP
ERP
Quantus
Sage Simply
Pro and
Business Alling &
(formerly Sage ERP X3
ERP
Accounting
Premier
in-One
Supply
Sage ERP
Chain App
Accpac)
3rd party
using
In current
different
In current In current Workaroun
N/A
N/A
release
tools than
release
release
d
primary
system

Depreciation

Straight line

N/A

In current
release

In current
release

In current
release

N/A

Declining balance

N/A

In current
release

In current
release

In current
release

N/A

Half-year convention

N/A

Workaroun
d

In current
release

In current
release

N/A

Disposals

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Workaroun
d

N/A

Workaroun
d

N/A

Workaroun
d

N/A

CPA Magazine
2014 ERP Survey
Question

Projector

Pronto Xi

Q360

Gain/loss calculation

N/A

In current
release

In current
release

Partial disposals

N/A

In current
release

In current
release

Rootstock Sage 300


QuickBooks Manufactur
ERP
Quantus
Pro and
ing &
(formerly Sage ERP X3
ERP
Premier
Supply
Sage ERP
Chain App
Accpac)
3rd party
using
In current
different
In current In current
N/A
release
tools than
release
release
primary
system
3rd party
using
In current
different
In current In current
N/A
release
tools than
release
release
primary
system

SAP
Sage Simply
Business AllAccounting
in-One

Workaroun
d

N/A

Workaroun
d

N/A

Integration
Fixed assets linked with
accounts payable - only need
to enter asset once

N/A

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

N/A

Preventive maintenance

Schedule maintenance based


on usage

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Projector

Pronto Xi

Q360

Track all work done on asset

N/A

In current
release

In current
release

Schedule maintenance

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Rootstock Sage 300


QuickBooks Manufactur
SAP
ERP
Quantus
Sage Simply
Pro and
Business Alling &
(formerly Sage ERP X3
ERP
Accounting
Premier
in-One
Supply
Sage ERP
Chain App
Accpac)
3rd party
using
In current
different
In current In current
N/A
N/A
N/A
release
tools than
release
release
primary
system
3rd party
using
In current
different
In current In current
N/A
N/A
N/A
release
tools than
release
release
primary
system

Distribution
Back orders

Back order preference by


customer

Back order fulfillment based


on customer priority

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Next Year

In current
release

In current
release

N/A

In current
release

Next Year

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
3rd party
using
different
In current
In current
N/A
tools than
release
release
primary
system
3rd party
using
different
In current
In current
N/A
tools than
release
release
primary
system

Projector

Pronto Xi

Q360

Quantus
ERP

Back order fulfillment based


on order date

N/A

In current
release

In current
release

In current
release

N/A

Next Year

Back order fulfillment based


on requested ship date

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Back order fulfillment based


on a set of rules that include
customer preference, order
date and requested ship date

N/A

In current
release

In current
release

In current
release

N/A

Next Year

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

Question

Available To promise

Date-sensitive view of
inventory demand and supply

Data collection

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bar coding

Projector

Pronto Xi

Q360

Quantus
ERP

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
3rd party
using
different
In current
In current
N/A
tools than
release
release
primary
system

N/A

In current
release

In current
release

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

Workaroun
d

Next Year

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Next Year

N/A

In current
release

N/A

N/A

Landed cost

Basedonstd.percentages

Based on actuals

Allocate actual invoice for a


landed cost component such
as freight to 1 PO or receipt

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Allocate actual invoice for a


landed cost component such
as freight to multiple PO's or
receipts

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

In current
release

In current
release

In current
release

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

N/A

Next Year

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

N/A

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

Workaroun
d

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

In current
release

EDI supported

Orderplacementand
acknowledgement

N/A

In current
release

In current
release

In current
release

N/A

Minor
Modificatio
n

Picking

Wavepicking

Pallet, case and unit picking

Prepared by 180 Systems

N/A

In current
release

Minor
Modificatio
n

Next Year

Workaroun
d

In current
release

N/A

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

System directs pickers to


location in warehouse

Projector

Pronto Xi

Q360

Quantus
ERP

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

N/A

In current
release

In current
release

In current
release

Workaroun
d

In current
release

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
3rd party
using
different
In current
In current
N/A
tools than
release
release
primary
system

Put away
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

N/A

In current
release

Pallet,caseandunitput
away

N/A

In current
release

In current
release

In current
release

Workaroun
d

In current
release

Systemselectsthebest
location

N/A

In current
release

Minor
Modificatio
n

In current
release

Workaroun
d

N/A

Convert requisition into a


purchase order

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

Consolidate requisitions into


purchase orders

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Requisitions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Approval process

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
3rd party
using same
tools and
In current
In current
N/A
database as
release
release
primary
system

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

RMA tracking

Reasoncodes

Serial no. and lot tracking

Trackhistoryofall
movements

Manufacturing
Type supported

Process (EG food)

Prepared by 180 Systems

N/A

In current
release

N/A

In current
release

N/A

3rd party
using same
Major
tools and
Modificatio
database as
n
primary
system

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Projector

Pronto Xi

Q360

Quantus
ERP

Repetitive (EG consumer


electronics)

N/A

In current
release

N/A

In current
release

N/A

In current
release

Make to stock (EG consumer


household goods)

N/A

In current
release

N/A

In current
release

N/A

In current
release

Assemble to order (EG


personal computers)

N/A

In current
release

N/A

In current
release

N/A

In current
release

Make to order (EG complex


custom products)

N/A

In current
release

N/A

In current
release

N/A

In current
release

Question

Prepared by 180 Systems

Sage 300
ERP
(formerly Sage ERP X3
Sage ERP
Accpac)
3rd party
using same
tools and
In current
database as
release
primary
system
3rd party
using same
tools and
In current
database as
release
primary
system
3rd party
using same
tools and
In current
database as
release
primary
system
3rd party
using same
tools and
In current
database as
release
primary
system

SAP
Sage Simply
Business AllAccounting
in-One

Workaroun
d

In current
release

Workaroun
d

In current
release

Workaroun
d

In current
release

Workaroun
d

In current
release

CPA Magazine
2014 ERP Survey
Question

Engineer to order (e.g., ship


building)

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

In current
release

N/A

In current
release

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

N/A

In current
release

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
3rd party
using same
Major
tools and
Workaroun In current
Modificatio
database as
d
release
n
primary
system

MRP
Based on bill of materials,
inventory availability,
seasonality, trends and orders

Generate suggested PO

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

In current
release

Workaroun
d

In current
release

In current
release

Workaroun
d

In current
release

In current
release

Workaroun
d

In current
release

Scheduling

Generate production orders

Prepared by 180 Systems

N/A

In current
release

N/A

In current
release

Workaroun
d

In current
release

3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Projector

Pronto Xi

Q360

Quantus
ERP

Based on resource capacity


of labour and equipment

In current
release

In current
release

N/A

In current
release

Based on grouping jobs to


minimize setup

N/A

In current
release

N/A

In current
release

Graphical view - drag and


drop production orders

N/A

In current
release

N/A

In current
release

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
ERP
(formerly Sage ERP X3
Sage ERP
Accpac)
3rd party
using same
Workaroun In current
tools and
In current
d
release
database as
release
primary
system
3rd party
using same
Minor
Workaroun
tools and
In current
Modificatio
d
database as
release
n
primary
system
3rd party
using same
Workaroun In current
tools and
In current
d
release
database as
release
primary
system

SAP
Sage Simply
Business AllAccounting
in-One

Workaroun
d

In current
release

Workaroun
d

In current
release

Workaroun
d

In current
release

N/A

In current
release

Shop floor data collection

Data collection by bar codes


for labour and materials

Prepared by 180 Systems

N/A

In current
release

N/A

In current
release

Workaroun
d

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

CPA Magazine
2014 ERP Survey
Projector

Pronto Xi

Q360

Quantus
ERP

Record any downtime with


reason code

N/A

In current
release

N/A

In current
release

Based on PLC
(programmable logic
controller)

N/A

In current
release

N/A

In current
release

Question

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
3rd party
using same
Minor
Workaroun
tools and
In current
In current
Modificatio
N/A
d
database as
release
release
n
primary
system
3rd party
using same
Major
Workaroun
tools and
In current
N/A
Modificatio
N/A
d
database as
release
n
primary
system

Quality control

Track nonconformance

Graph results by month over


year

Misc

Prepared by 180 Systems

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

3rd party
using same
In current
tools and
release
database as
primary
system
3rd party
using same
Minor
tools and
Modificatio
database as
n
primary
system

In current
release

N/A

In current
release

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Reverse bill of materials for


disassembly

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

In current
release

N/A

In current
release

Colour size matrix for


apparel manufacturing

N/A

In current
release

N/A

In current
release

Engineering change
management

N/A

In current
release

N/A

In current
release

Multisite production - plan


across locations

N/A

Workaroun
d

N/A

In current
release

Prepared by 180 Systems

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

N/A

In current
release

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

In current
release

3rd party
using same
Workaroun Workaroun tools and
d
d
database as
primary
system
3rd party
using same
In current In current
tools and
release
release
database as
primary
system
3rd party
using same
tools and
N/A
Next Year
database as
primary
system

In current
release

Workaroun
d

In current
release

N/A

Workaroun
d

In current
release

N/A

N/A

In current
release

In current
release

Workaroun
d

In current
release

CPA Magazine
2014 ERP Survey
Question

Rootstock Sage 300


QuickBooks Manufactur
SAP
ERP
Quantus
Sage Simply
Pro and
Business Alling &
(formerly Sage ERP X3
ERP
Accounting
Premier
in-One
Supply
Sage ERP
Chain App
Accpac)
3rd party
3rd party
using same using same
In current
tools and
tools and
In current Workaroun In current
N/A
release
database as database as
release
d
release
primary
primary
system
system

Projector

Pronto Xi

Q360

N/A

In current
release

N/A

Can add any text to invoice

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Next Year

In current
release

In current
release

Time and material

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Next Year

Workaroun
d

In current
release

Fixed fee

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Next Year

In current
release

In current
release

Configurator

Professional services
Flexible invoicing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

Percentage complete

Minor
Modificatio
n

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Next Year

Workaroun
d

In current
release

Cost plus

Minor
Modificatio
n

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Next Year

Workaroun
d

In current
release

Next Year

Workaroun
d

In current
release

Next Year

Workaroun
d

In current
release

Next Year

N/A

In current
release

Question

Scheduling

Based on availability

In current
release

In current
release

In current
release

N/A

Workaroun
d

N/A

Match skills

In current
release

In current
release

In current
release

N/A

Workaroun
d

N/A

In current
release

In current
release

In current
release

N/A

Workaroun
d

N/A

Match employee
preferences

Timesheets

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Projector

Pronto Xi

Q360

Quantus
ERP

1 week at a time

In current
release

In current
release

In current
release

N/A

Workaroun
d

N/A

Note field for each


project/day

In current
release

In current
release

In current
release

N/A

Workaroun
d

N/A

Identify overtime

In current
release

Workaroun
d

In current
release

N/A

In current
release

N/A

Web-based data entry

In current
release

In current
release

In current
release

N/A

Workaroun
d

N/A

Question

Prepared by 180 Systems

Sage 300
ERP
(formerly Sage ERP X3
Sage ERP
Accpac)
3rd party
using same
tools and
Next Year
database as
primary
system
3rd party
using same
tools and
Next Year
database as
primary
system
3rd party
using same
tools and
Next Year
database as
primary
system
3rd party
using same
tools and
Next Year
database as
primary
system

SAP
Sage Simply
Business AllAccounting
in-One

Workaroun
d

In current
release

Workaroun
d

In current
release

N/A

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Projector

Pronto Xi

Q360

Quantus
ERP

In current
release

In current
release

In current
release

N/A

Workaroun
d

N/A

N/A

In current
release

In current
release

N/A

Workaroun
d

N/A

Can prepopulate timesheet


based on project assignments

In current
release

In current
release

In current
release

N/A

Workaroun
d

N/A

Could enter time for a


project, phase and task

In current
release

In current
release

In current
release

N/A

Workaroun
d

N/A

Question

PDA-enabled

Can enter off-line and


synchronize

Prepared by 180 Systems

Sage 300
ERP
(formerly Sage ERP X3
Sage ERP
Accpac)
3rd party
using same
tools and
Next Year
database as
primary
system
3rd party
using same
tools and
Next Year
database as
primary
system
3rd party
using same
tools and
Next Year
database as
primary
system
3rd party
using same
tools and
Next Year
database as
primary
system

SAP
Sage Simply
Business AllAccounting
in-One

N/A

Workaroun
d

Workaroun
d

In current
release

N/A

In current
release

Workaroun
d

In current
release

CPA Magazine
2014 ERP Survey
Question

Projector

Pronto Xi

Q360

Quantus
ERP

Different (lower) cost/user


for timesheet and expense
module

In current
release

In current
release

In current
release

N/A

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Workaroun
d

N/A

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
3rd party
using same
tools and
In current
Next Year
N/A
database as
release
primary
system

Expense Reporting

Calculations such as km's *


rate

Maximums per day

In current
release

Minor
Modificatio
n

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Minor
Modificatio
n

N/A

N/A

N/A

Minor
Modificatio
n

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Next Year

Workaroun
d

In current
release

Next Year

N/A

In current
release

Next Year

Workaroun
d

In current
release

WIP

Maintain WIP history

Prepared by 180 Systems

In current
release

In current
release

In current
release

N/A

Workaroun
d

N/A

3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
ERP
(formerly Sage ERP X3
Sage ERP
Accpac)
3rd party
using same
tools and
Next Year
database as
primary
system
3rd party
using same
tools and
Next Year
database as
primary
system

Projector

Pronto Xi

Q360

Quantus
ERP

Generate bill from WIP

In current
release

In current
release

In current
release

N/A

Workaroun
d

N/A

Write-downs or write-ups

In current
release

In current
release

In current
release

N/A

Workaroun
d

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

Question

SAP
Sage Simply
Business AllAccounting
in-One

Workaroun
d

In current
release

Workaroun
d

In current
release

Next Year

N/A

In current
release

Next Year

N/A

In current
release

Revenue Recognition

Based on hours booked *


rate

Based on % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Question

Projector

Pronto Xi

Q360

Quantus
ERP

Subscription revenue is
deferred and recognized
monthly

In current
release

In current
release

In current
release

N/A

N/A

N/A

Based on milestone
complete

In current
release

In current
release

In current
release

N/A

N/A

N/A

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
3rd party
using same
tools and
In current
Next Year
N/A
database as
release
primary
system

In current
release

Next Year

N/A

In current
release

N/A

Workaroun
d

In current
release

Next Year

Workaroun
d

In current
release

Workflow
Electronic approval of
timesheets and expense
reports

In current
release

In current
release

In current
release

N/A

N/A

N/A

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

In current
release

In current
release

In current
release

N/A

N/A

N/A

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Question

Projector

Pronto Xi

Q360

Quantus
ERP

Alert if timesheet not


completed on time

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
3rd party
using same
tools and
In current
Next Year
N/A
database as
release
primary
system

Misc
Revenue and costs
transferred between divisions
automatically when an
employee in one division
works for another division

2-way integration with


Microsoft Project

In current
release

In current
release

In current
release

N/A

N/A

N/A

Pass through charges from


A/P to client

In current
release

In current
release

In current
release

N/A

N/A

N/A

Prepared by 180 Systems

In current
release

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Next Year

N/A

In current
release

Next Year

Workaroun
d

In current
release

Next Year

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Projector

Pronto Xi

Q360

Quantus
ERP

Charge customer for


equipment usage

In current
release

In current
release

In current
release

N/A

Change orders

Minor
Modificatio
n

In current
release

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

N/A

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

N/A

In current
release

Next Year

N/A

In current
release

Next Year

N/A

In current
release

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

Minor
Modificatio
n

In current
release

Workaroun
d

N/A

N/A

N/A

Workaroun
d

In current
release

3rd party
using
different
tools than
primary
system

In current
release

Workaroun
d

N/A

N/A

N/A

Workaroun
d

In current
release

Construction
Estimating
Estimates based on building
statistics such as no. of suites
and historical rates

Detailed estimates based on


take-offs that Include floor
area, drywall and appliances
Budgeting

Prepared by 180 Systems

N/A

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Maintain budget that


includes change orders and
commitments

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

Workaroun
d

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

Collaboration With Trades

Bids online

N/A

In current
release

3rd party
using
different
tools than
primary
system

Bids via spreadsheet

N/A

In current
release

Minor
Modificatio
n

In current
release

Workaroun
d

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

Workaroun
d

N/A

N/A

N/A

N/A

In current
release

Track status of activities to


be completed by trades

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Alerts if late

Projector

Pronto Xi

Q360

Quantus
ERP

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

N/A

In current
release

In current
release

In current
release

Workaroun
d

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

Workaroun
d

In current
release

Scheduling
Generate schedule based on
start date, lag time between
activities and dependencies

N/A

Update schedule as work


gets completed

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Billing

By % complete

Prepared by 180 Systems

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

By milestone

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

In current
release

In current
release

In current
release

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

N/A

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

N/A

N/A

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

N/A

Workaroun
d

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

Service management
Service calls

N/A

In current
release

In current
release

In current
release

In current
release

Escalations if work not done


on time

N/A

In current
release

In current
release

In current
release

In current
release

Track service history by serial


no.

N/A

In current
release

In current
release

In current
release

In current
release

Date and time stamping

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Generate quote for


customer

Generate work order

Generate invoice for work


done and inventory used

Projector

Pronto Xi

Q360

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Rootstock
QuickBooks Manufactur
Quantus
Pro and
ing &
ERP
Premier
Supply
Chain App
3rd party
using same
In current In current
tools and
release
release
database as
primary
system
3rd party
using same
In current In current
tools and
release
release
database as
primary
system
3rd party
using same
In current
tools and
N/A
release
database as
primary
system

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)

N/A

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

N/A

Workaroun
d

In current
release

In current
release

Workaroun
d

In current
release

In current
release

Workaroun
d

In current
release

In current
release

Workaroun
d

In current
release

Scheduling / Dispatching

Manually assign resources

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

N/A

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

CPA Magazine
2014 ERP Survey
Question

Automatically assign
resources based on skills and
availability

Projector

Pronto Xi

Q360

N/A

In current
release

In current
release

Rootstock Sage 300


QuickBooks Manufactur
SAP
ERP
Quantus
Sage Simply
Pro and
Business Alling &
(formerly Sage ERP X3
ERP
Accounting
Premier
in-One
Supply
Sage ERP
Chain App
Accpac)
3rd party
3rd party
using same using same
In current
tools and
tools and
In current
In current
N/A
N/A
release
database as database as
release
release
primary
primary
system
system

Self service by client

Check status

N/A

In current
release

In current
release

In current
release

Log problem

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Access to information to
resolve problem

Human Resources
Recruitment

Prepared by 180 Systems

3rd party
using same
Workaroun tools and
d
database as
primary
system
3rd party
using same
Workaroun tools and
d
database as
primary
system
3rd party
using same
Workaroun tools and
d
database as
primary
system

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Web based

Automated screening based


on keywords or qualifications

Projector

N/A

N/A

Pronto Xi

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Q360

Next Year

In current
release

Rootstock Sage 300


QuickBooks Manufactur
SAP
ERP
Quantus
Sage Simply
Pro and
Business Alling &
(formerly Sage ERP X3
ERP
Accounting
Premier
in-One
Supply
Sage ERP
Chain App
Accpac)
3rd party
3rd party
3rd party
using
using
using
different Workaroun different
In current
different
In current
N/A
tools than
d
tools than
release
tools than
release
primary
primary
primary
system
system
system
3rd party
3rd party
3rd party
using
using
using
different Workaroun different
In current
different
In current
N/A
tools than
d
tools than
release
tools than
release
primary
primary
primary
system
system
system

Employee administration
Pictures attached to
employee and available for
view by employees that have
access

N/A

Self serve over the Internet

N/A

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

Next Year

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Workaroun
d

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Generate work flow approval


on change of certain
information

Skills and degrees

Projector

N/A

In current
release

Maintain history of
compensation and ratings

N/A

Record company assets


including keys, Blackberries,
laptops given out to
employees

N/A

Leave of absence
administration

Prepared by 180 Systems

Pronto Xi

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Q360

In current
release

In current
release

In current
release

In current
release

Quantus
ERP
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App
3rd party
using
different
N/A
tools than
primary
system
3rd party
using
In current
different
release
tools than
primary
system
3rd party
using
In current
different
release
tools than
primary
system
3rd party
using
In current
different
release
tools than
primary
system

Sage 300
ERP
(formerly Sage ERP X3
Sage ERP
Accpac)
3rd party
using
In current
different
release
tools than
primary
system
3rd party
using
In current
different
release
tools than
primary
system
3rd party
using
In current
different
release
tools than
primary
system
3rd party
using
In current
different
release
tools than
primary
system

SAP
Sage Simply
Business AllAccounting
in-One

N/A

In current
release

Workaroun
d

In current
release

Workaroun
d

In current
release

Workaroun
d

In current
release

CPA Magazine
2014 ERP Survey
Question

Projector

Able to view the various


absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

In current
release

Absence approval process

N/A

Pronto Xi

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Q360

In current
release

In current
release

Rootstock Sage 300


QuickBooks Manufactur
SAP
ERP
Quantus
Sage Simply
Pro and
Business Alling &
(formerly Sage ERP X3
ERP
Accounting
Premier
in-One
Supply
Sage ERP
Chain App
Accpac)
3rd party
3rd party
3rd party
using
using
using
different
In current
different
In current
different Workaroun In current
tools than
release
tools than
release
tools than
d
release
primary
primary
primary
system
system
system
3rd party
3rd party
3rd party
using
using
using
different Workaroun different
In current
different
In current
N/A
tools than
d
tools than
release
tools than
release
primary
primary
primary
system
system
system

Performance Management

Maintain Job Descriptions


and attached to employees

N/A

Track performance review


process - dates, ratings

N/A

Benefit Administration

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Workaroun
d

Workaroun
d

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Workaroun
d

In current
release

Workaroun
d

In current
release

CPA Magazine
2014 ERP Survey
Question

Projector

Benefit plans and deductions


- family vs. single, LTD, Life
Insurance, etc.

N/A

Eligibility dates for benefits

N/A

Pronto Xi

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Q360

In current
release

In current
release

Rootstock Sage 300


QuickBooks Manufactur
ERP
Quantus
Pro and
ing &
(formerly Sage ERP X3
ERP
Premier
Supply
Sage ERP
Chain App
Accpac)
3rd party
3rd party
3rd party
using
using
using
different
In current
different
In current
different
tools than
release
tools than
release
tools than
primary
primary
primary
system
system
system
3rd party
3rd party
3rd party
using
using
using
different
In current
different
In current
different
tools than
release
tools than
release
tools than
primary
primary
primary
system
system
system

SAP
Sage Simply
Business AllAccounting
in-One

Workaroun
d

In current
release

Workaroun
d

In current
release

N/A

In current
release

N/A

In current
release

Training Administration

Employee update courses


online

N/A

Registration for internal


courses by employees

N/A

Document management
Integration

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Minor
Modificatio
n

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

Projector

Pronto Xi

Q360

Quantus
ERP

Attach multiple documents


to any transactions in the
system

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Attach multiple documents


to any master files (such as
customer or supplier) in the
system

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Question

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
3rd party
using
different
In current
N/A
N/A
tools than
release
primary
system
3rd party
using
different
In current
N/A
N/A
tools than
release
primary
system

Change Control

Optionally check in and out

Email alerts if changed

Prepared by 180 Systems

In current
release

In current
release

Minor
Modificatio
n

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Versioning

Projector

Pronto Xi

Q360

In current
release

In current
release

In current
release

Rootstock Sage 300


QuickBooks Manufactur
SAP
ERP
Quantus
Sage Simply
Pro and
Business Alling &
(formerly Sage ERP X3
ERP
Accounting
Premier
in-One
Supply
Sage ERP
Chain App
Accpac)
3rd party
3rd party
using
using
In current
different
different
N/A
N/A
N/A
N/A
release
tools than tools than
primary
primary
system
system

Approvals

Approval process

Based on same tools as


approving transactions

Show status of document

Search

Prepared by 180 Systems

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Minor
Modificatio
n

In current
release

N/A

Minor
Modificatio
n

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Projector

Search on file names

In current
release

Search for embedded text

In current
release

Search for key words

In current
release

Pronto Xi

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Q360

In current
release

N/A

In current
release

Rootstock Sage 300


QuickBooks Manufactur
SAP
ERP
Quantus
Sage Simply
Pro and
Business Alling &
(formerly Sage ERP X3
ERP
Accounting
Premier
in-One
Supply
Sage ERP
Chain App
Accpac)
3rd party
3rd party
using
using
In current
different
different
N/A
N/A
N/A
N/A
release
tools than tools than
primary
primary
system
system
3rd party
3rd party
using
using
In current
different
different
N/A
N/A
N/A
N/A
release
tools than tools than
primary
primary
system
system
3rd party
3rd party
using
using
In current
different
different
In current
N/A
N/A
N/A
release
tools than tools than
release
primary
primary
system
system

CRM
Applications

Contact Management

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Projector

Pronto Xi

Q360

Sales force automation

N/A

In current
release

In current
release

Marketing automation

N/A

In current
release

In current
release

Service management

N/A

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Rootstock Sage 300


QuickBooks Manufactur
SAP
ERP
Quantus
Sage Simply
Pro and
Business Alling &
(formerly Sage ERP X3
ERP
Accounting
Premier
in-One
Supply
Sage ERP
Chain App
Accpac)
3rd party
using same
Minor
tools and
In current In current
Modificatio
N/A
N/A
N/A
database as
release
release
n
primary
system
3rd party
using same
In current
tools and
In current In current
N/A
N/A
N/A
release
database as
release
release
primary
system
3rd party
using same
In current
tools and
In current In current
N/A
N/A
N/A
release
database as
release
release
primary
system

eCommerce
Customer portal

Customers can place order


online

Prepared by 180 Systems

N/A

3rd party
using
different
tools than
primary
system

N/A

Minor
Modificatio
n

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Order confirmation includes


a link to secure customer
portal

Projector

Pronto Xi

N/A

In current
release

Customer can check order


status online

N/A

In current
release

Link to carrier's website and


view status of shipment based
on tracking no.

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

Q360

Quantus
ERP

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

N/A

Minor
Modificatio
n

N/A

Minor
Modificatio
n

N/A

In current
release

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
3rd party
3rd party
using
using
different
different
N/A
N/A
tools than tools than
primary
primary
system
system
3rd party
3rd party
using
using
different
different
N/A
N/A
tools than tools than
primary
primary
system
system
3rd party
3rd party
using
using
different
different
N/A
N/A
tools than tools than
primary
primary
system
system

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

In current
release

In current
release

N/A

Minor
Modificatio
n

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

Projector

N/A

N/A

Pronto Xi

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Q360

Quantus
ERP

In current
release

In current
release

Minor
Modificatio
n

In current
release

Rootstock
QuickBooks Manufactur
Pro and
ing &
Premier
Supply
Chain App

N/A

In current
release

N/A

Minor
Modificatio
n

Sage 300
SAP
ERP
Sage Simply
Business All(formerly Sage ERP X3
Accounting
in-One
Sage ERP
Accpac)
3rd party
3rd party
using
using
different
different
N/A
N/A
tools than tools than
primary
primary
system
system
3rd party
3rd party
using
using
different
different
N/A
N/A
tools than tools than
primary
primary
system
system

CPA Magazine
2014 ERP Survey
Question

Tier

SAP
Business
One
2

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
2
3

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

UNIT4
Business
Software

VersAccoun
ts Limited

Virtuo
Solutions

System information
Vendor name

Version no.

SAP AG

Serenic
Software

High 5
Software

SYSPRO

Open
Systems,
Inc.

Epicor
Unanet
Software Technologie
Corporation
s

8.8

2013

11

9.5

Milestone 4

n/a

Tom Acorn

Linda
Nicholson

Mark Stair

Odete
Passingham

Carla
Alarcon

Neil Gohil

Richard
Hayden

Matthew
Meekes

Jim Welch

Lizanne
Simard

416-2282828

303-9806007 105

360-2933000 101

604-4518889 5228

952-4035700 5737

905-224888-2477036899581
2222 296
3776 4503

855-4452281 Ext.
703

450-9738077 8208

Contact
Contact name

Contact phone no.

Contact email

Prepared by 180 Systems

marks@high odete.passi
neil.gohil@s
info@unit4s jim.welch@ lizanne.sima
tom.acorn@ marketing@
carlaa@osas
rhayden@u
5software.c ngham@ca.
olarsoft.co
oftware.co versaccount rd@virtuoso
sap.com serenic.com
.com
nanet.com
om
syspro.com
m
m
s.com
lutions.com

CPA Magazine
2014 ERP Survey
Question

Website

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)
Ratio - average
implementation cost/licence
cost
Average implementation
cost ($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

www.sap.co
www.epicor
m/sme/solu
.com/Produ
tions/busine
www.high5s
cts/Pages/P
www.unit4s
www.virtuo
www.sereni
www.syspro www.osas.c
www.unane
www.versac
ssmanagem
oftware.co
rocessoftware.co
solutions.co
c.com
.com
om
t.com
counts.com
ent/busines
m
Manufacturi
m
m
sone/index.
ngepx
System.aspx

NA
NA
NA

$5,000
12
$60,000

$995
10
$9,950

$4,000
12
$48,000

$2,500
12
$30,000

$3,300
20
$66,000

$287
100
$28,700

NA
NA
NA

NA
NA
NA

$2,000
10
$20,000

NA

0.25

0.5

NA

NA

NA

$60,000

$2,488

$48,000

$30,000

$66,000

$14,350

NA

NA

$20,000

NA

$120,000

$12,438

$96,000

$60,000

$132,000

$43,050

NA

NA

$40,000

Average annual fee / user ($)

NA

$1,800

$240

$600

$975

$3,300

$233

NA

$1,200

$5,500

Average no. of users


Average annual fees ($)

NA
NA

5
$9,000

10
$2,400

12
$7,200

10
$9,750

20
$66,000

100
$23,300

NA
NA

10
$12,000

5
$27,500

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Average implementation
costs / average fees - year one

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

NA

0.25

0.5

0.5

NA

NA

$27,000

$600

$3,600

$9,750

$66,000

$11,650

NA

$12,000

$27,500

NA

$64,680

$10,962

$34,601

$51,498

$348,603

$111,972

NA

$63,382

$145,251

97,000

1,400

2,400

15,000

50,000

2,000

900

6,000

NA

550

23,000

440

600

15,000

20,000

200

900

N/A

NA

200

Previousyearrevenue-all
systems - in Millions ($)

$790

NA

NA

$65

NA

NA

$9

$700

NA

$17

Previousyearrevenue-this
system - in Millions ($)

$0

NA

NA

$65

NA

NA

$8

n/a

NA

$7

Currentyearrevenue-all
systems - in Millions ($)

$0

NA

NA

$66

NA

NA

$9

n/a

NA

$0

Currentyearrevenue-this
system - in Millions ($)

$0

NA

NA

$66

NA

NA

$8

n/a

NA

$0

Average implementation
costs - year one ($)
NPV over 5 years (discount
rate of 5%) ($)
Vendor information
Customer information
No. of customers worldwide - all products
No. of customers worldwide - this product
Revenue ($US)

Company profile

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Budget for licence cost and


implementation services
> $300K
Between $50K and $300K
< $50K

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A
N/A
N/A

Secondary
Primary
Secondary

Secondary
Primary
Primary

Secondary
Primary
N/A

Secondary
Primary
Secondary

Secondary
Primary
N/A

Secondary
Secondary
Primary

Primary
N/A
N/A

N/A
N/A
Primary

Secondary
Primary
N/A

N/A
N/A
N/A

Secondary
Primary
N/A

Secondary
Primary
Primary

Secondary
Primary
N/A

Secondary
Primary
N/A

Primary
Secondary
N/A

Secondary
Primary
Secondary

Primary
Primary
N/A

N/A
Primary
Secondary

Secondary
Primary
N/A

N/A

Secondary

Secondary

Secondary

Secondary

Secondary

Secondary

Primary

N/A

N/A

Primary

Primary

Primary

Primary

Primary

Primary

Primary

Secondary

Primary

Primary

Secondary

Secondary

Primary

Secondary

Secondary

Secondary

Secondary

N/A

Secondary

N/A

Full
Full
Full
Full
Full
Full
Full

Partial
None
None
None
None
None
None

None
Partial
None
None
None
None
None

Full
Full
Partial
Partial
Partial
Partial
Partial

Partial
Full
None
None
None
Partial
None

None
None
None
None
None
None
None

None
Partial
None
None
None
None
None

Partial
Full
Full
Full
None
None
None

None
None
None
None
None
None
None

None
None
None
None
None
None
None

Annual budget for software as


a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway

Prepared by 180 Systems

SAP
Business
One
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
Full
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
Partial
None
None

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
None
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Full
Partial

Full
Partial
None
None
None
None
None
None
None
None
None
None
Full
Partial
None
None
None
None
None
None
Full
None
None
Partial
None
Partial
None
Full
None

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
None
None
Full
Full
None
Full
Full
Full
None
None
Full
None
Full
Full
None
Full
None
None
None
Full
None
None
Full
None
None
Full
Full
Full

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil

Prepared by 180 Systems

SAP
Business
One
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Partial
None
None
None
None
None
None
Full
None
Full
None
None
None
None
None
None
None
None
None
Full
Partial
Full
Full
None
None
None
None
None
None
None
None

None
None
None
None
None
None

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Full
Partial

Partial
None
None
None
None
None
Partial
None
None
Partial
None
None
None
None
None
None
None
None
None
Partial
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
Full
None

None
Full
Full
None
None
None
Full
None
None
Partial
Full
Full
Full
Full
Full
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Partial
Partial
Partial
Partial

Partial
Full
None
None
None
Full

None
None
None
None
None
None

None
None
None
None
None
None

Full
Full
Full
Full
None
None

Full
Full
Full
Full
Full
Full

None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand

Prepared by 180 Systems

SAP
Business
One
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full

None
Full
None
None
None
None
None
None
None
None
None
None
None
Full
None
Partial
None
None
None
None
None
Full
None
None
None
None
Partial
None
Full

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
None
None
Full
Full
None
Full
Full
Full
None
None
Full
None
Full
Full
None
Full
None
None
None
Full
None
None
None
None
None
Full
Full

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Language
Language support
Arabic
Chinese
Dutch

Prepared by 180 Systems

SAP
Business
One
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
Full
Full

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None

None
None
None

None
None
None

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Full
Full
Partial
None
Partial
Partial
Partial
Partial
Partial
Partial
Full
Full
Partial

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

Full
None
Full
Full
None
None
None
Full
None
None
Full
Full
Full
Full
Full
Full
None
None
None
None
Full
Full
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
Partial
None

None
Full
None

None
None
None

None
None
None

None
None
Full

None
None
None

None
None
None

CPA Magazine
2014 ERP Survey
Question

English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish
Industry
Industry focus (NAICS)
11 Agriculture, forestry,
fishing and hunting
21 Mining
22 Utilities
23 Construction
31-33 Manufacturing
42 Wholesale trade
44-45 Retail trade
48-49 Transportation and
warehousing
51 Information
52 Finance and insurance
53 Real estate and rental and
leasing
54 Professional, scientific,
and technical services

Prepared by 180 Systems

SAP
Business
One
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
Full
Full
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
None
Full
None

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Full
Full
Partial
None
None
None
None
Partial
Partial
Full

Full
Partial
None
None
None
None
None
None
None
Full

Full
Full
Full
None
None
None
None
None
None
None

Full
None
None
None
None
None
None
None
None
None

Full
Full
Full
None
Full
None
Full
Full
None
Full

Full
None
None
None
None
None
None
None
None
None

Full
Full
None
None
None
None
None
None
None
None

Primary

N/A

N/A

Secondary

Secondary

N/A

Minimal

Minimal

Secondary

N/A

Primary
Primary
Primary
Primary
Primary
Primary

N/A
N/A
N/A
N/A
N/A
N/A

N/A
Some
Primary
Some
N/A
N/A

Secondary
N/A
Secondary
Primary
Primary
Secondary

Some
Secondary
Secondary
Primary
Primary
Primary

N/A
N/A
N/A
Primary
N/A
N/A

Minimal
Minimal
Some
Secondary
Some
N/A

Minimal
Some
Minimal
Minimal
Some
Minimal

N/A
N/A
Some
Secondary
Primary
N/A

N/A
N/A
N/A
N/A
N/A
N/A

Primary

N/A

Some

Secondary

Primary

N/A

Minimal

Some

N/A

Some

Primary
Primary

N/A
N/A

Primary
N/A

N/A
N/A

Secondary
Some

N/A
N/A

Primary
Secondary

Some
Primary

Primary
N/A

N/A
Secondary

Primary

N/A

Secondary

N/A

Some

N/A

Some

Some

Primary

N/A

Primary

N/A

Primary

N/A

Some

N/A

Primary

Primary

Primary

N/A

CPA Magazine
2014 ERP Survey
Question

55 Management of
companies and enterprises
56 Administrative and
support and waste
management and remediation
services
61 Education services
62 Health care and social
assistance
71 Arts, entertainment and
recreation
72 Accommodation and food
services
81 Other services (except
public administration)
92 Public administration
Technology
Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL

Prepared by 180 Systems

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Primary

N/A

N/A

N/A

Some

N/A

Secondary

Primary

Primary

N/A

Primary

N/A

Minimal

N/A

Some

N/A

Minimal

Primary

N/A

N/A

Primary

Secondary

Minimal

N/A

Some

N/A

Some

Primary

Secondary

Minimal

Primary

Primary

N/A

N/A

Primary

N/A

Some

Primary

N/A

Primary

Primary

Primary

N/A

N/A

Some

N/A

Minimal

Minimal

Primary

Primary

Primary

N/A

Minimal

N/A

Primary

N/A

Minimal

Minimal

Secondary

N/A

Primary

N/A

Some

N/A

Primary

N/A

Some

Some

Primary

Secondary

Primary

Secondary

Minimal

N/A

Some

N/A

Some

Primary

N/A

Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
Secondary
N/A
N/A
Secondary
Secondary
N/A
N/A
Secondary

Primary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

CPA Magazine
2014 ERP Survey
Question

Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows
Mac OS (without Web
browser)
Software delivery
On premises (software is
installed and run on
customer's hardware)
On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Prepared by 180 Systems

SAP
Business
One
N/A
-

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
N/A
N/A
N/A
N/A

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A
N/A

N/A
N/A

N/A
-

N/A
-

N/A
N/A

N/A
Primary

N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Primary
Secondary
Secondary
Secondary
N/A
N/A
N/A
N/A
N/A

Primary
Primary
Primary
Primary
Secondary
Secondary
N/A
Primary
Primary

Primary
Secondary
Secondary
N/A
N/A
N/A
N/A
N/A
Secondary

Primary
Primary
Primary
Primary
N/A
N/A
N/A
Primary
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
N/A
Secondary
N/A
N/A
N/A
N/A
N/A
N/A

N/A

Primary

Secondary

Secondary

Primary

N/A

Primary

Primary

Primary

Secondary

N/A

Primary

Primary

Primary

Primary

Primary

N/A

Primary

N/A

Primary

N/A

Secondary

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

Primary

Primary

Primary

Primary

Primary

Primary

Primary

Primary

N/A

Primary

N/A

Primary

Secondary

N/A

Primary

Secondary

Primary

Primary

Primary

Secondary

CPA Magazine
2014 ERP Survey
Question

Hosted (software is accessed


on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

SAP
Business
One

N/A

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Primary

Secondary

Secondary

Primary

Secondary

Secondary

Primary

N/A

N/A

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

Applications
Financial

General ledger

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Financial reporting

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

Accounts receivable

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Accounts payable

SAP
Business
One

In current
release

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
3rd party
using
In current
different
release
tools than
primary
system

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Fixed assets

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Multicurrency

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

Budgeting and forecasting

Distribution

Prepared by 180 Systems

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Order processing

Workaroun
d

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Inventory

Workaroun
d

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Purchase order

Workaroun
d

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Warehouse management

3rd party
using same
Workaroun tools and
d
database as
primary
system

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Manufacturing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

SAP
Business
One

Discrete

In current
release

N/A

Process

In current
release

Make to stock

Make to order

Other

Prepared by 180 Systems

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Service management

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

Professional services
automation

In current
release

N/A

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

N/A

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Project costing

Time billing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Canadian payroll

Workaroun
d

In current
release

In current
release

US payroll

Workaroun
d

In current
release

In current
release

HR

In current
release

In current
release

In current
release

Contact management

In current
release

N/A

In current
release

Prepared by 180 Systems

SYSPRO

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

TRAVERSE

Tropos

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Unanet

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

UNIT4
Agresso

In current
release

In current
release

VersAccoun
ts
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Virtuo

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Customer relationship
management

Business intelligence

Corporate performance
management

Construction

Prepared by 180 Systems

SAP
Business
One

In current
release

In current
release

In current
release

Workaroun
d

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

In current
release

In current
release

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system
3rd party
using same
tools and
N/A
database as
primary
system

N/A

In current
release

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

Workaroun
d

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Not-for-profit

Workaroun
d

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Retail

Workaroun
d

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

Document management

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

Generic features
Ease of use
Consistent user interface
throughout the application
Shortcuts to specific
programs

N/A

In current
release
In current
release
In current
release

In current
release
In current
release
In current
release

In current
release
In current
release
In current
release

In current
release
In current
release
In current
release

In current
release
In current
release
In current
release

In current
release
In current
release
In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

Type ahead/autofill

Prepared by 180 Systems

N/A
N/A

N/A

In current
release
In current
release
N/A

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

User defined help

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

Only need a browser

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release

In current
release
In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Multiple criteria to find a


record
Global search
Screens on dual monitors
open at same time without
additional license
Customization

Add user-defined fields to


screen

Prepared by 180 Systems

N/A
N/A

N/A

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Used in report selection and


ordering

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Without changing source


code

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Platformforbusiness
partners to extend solution

N/A

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

Minor
Modificatio
n

In current
release

In current
release

Major
Modificatio
n

Multiple companies

Automatic balancing of
intercompany transactions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

Purchaseorderautomatically Workaroun
becomes sales order
d

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

In current
release

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

In current
release

In current
release

In current
release

In current
release

Major
Modificatio
n

In current
release

N/A

Major
Modificatio
n

In current
release

In current
release

Major
Modificatio
n

N/A

In current
release

N/A

Shareinventoryacross
separate companies

Workaroun
d

N/A

N/A

In current
release

Sharevendorsacross
separate companies

Workaroun
d

N/A

N/A

N/A

In current
release

In current
release

Next Year

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

Major
Modificatio
n

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Multiplecompaniesinsame
database and each company
can have a different home
currency
Multicurrency

Calculaterealizedgainsand
losses

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Calculateunrealizedgains
and losses

In current
release

In current
release

Invoiceandpaymentin
different currencies

In current
release

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

N/A

N/A

In current
release

N/A

In current
release

Password security
By company
By menu

By function ( view, add,


change, delete)

By field

Prepared by 180 Systems

N/A

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

By account code segment


(e.g., department)

In current
release

In current
release

By employee or by role

In current
release

Online review and approval


of transactions

Alerts on pending and late


activities

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

Workflow

Visual view of business


process

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Configurable without being a


programmer

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Generate emails with link


back to system for approval

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Optimized UI for some


functions on iPhone

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

Optimized UI for some


functions on Android

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

Mobile Application

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Optimized UI for some


functions on Blackberry

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

Optimized UI for some


functions on Microsoft
Windows Phone

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

Multitenant architecture

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

SaaS delivery model

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Hosted option

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Cloud ready

Browser support

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

SAP
Business
One

Firefox

N/A

In current
release

Chrome

N/A

Safari

Internet Explorer

Business intelligence
Report Writer

Prepared by 180 Systems

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Ad hoc - don't need a


programmer

SAP
Business
One

Workaroun
d

Uses same password security In current


as application
release

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Dashboards

Includes metrics

N/A

In current
release

Includes graphs

N/A

In current
release

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

Includes to-do items

N/A

Configurable without a
programmer

N/A

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
3rd party
using same
In current
tools and
release
database as
primary
system
3rd party
using same
In current
tools and
release
database as
primary
system

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

OLAP

Create OLAP cubes

N/A

Built-in OLAP cubes

N/A

Financial
Analysis codes / reporting
structure

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Attach analysis codes to


general ledger account
segments. For example, attach
a region code to an account
segment for office

In current
release

In current
release

Reporting structures that


allow rollups to any
dimension. For example, could
define a rollup from office to
province or state and then to
country
Analysis codes or reporting
structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction
Allocations

Based on percentage

Prepared by 180 Systems

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

Next Year

In current
release

N/A

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

Next Year

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

In current
release

In current
release

Minor
Modificatio
n

Minor
Prevent exceeding budget on
Modificatio
purchase order
n

Question

Based on actuals

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

Next Year

In current
release

N/A

In current
release

Commitment accounting

Compare (actuals +
commitments) to budgets

Consolidation

Create new entity and post


j/e's to it

Prepared by 180 Systems

Workaroun
d

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

In current
release

In current
release

Major
Modificatio
n

In current
release

N/A

In current
release

N/A

Next Year

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Workaroun
d

In current
release

N/A

In current
release

Source acct. can be different Workaroun


than target acct.
d

In current
release

N/A

In current
release

In current
release

Across entities with different Workaroun


fiscal year ends
d

In current
release

N/A

In current
release

In current
release

N/A

Major
Modificatio
n

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

Foreign currency translation

Financial Reporting

Rows and columns can be


defined

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

Multiple hierarchies

Drill-down to transaction
details

Format any part of report

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

In current
release

In current
release

In current
release

In current
release

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Budgeting

Multiple budgets

In current
release

In current
release

Export actuals to Excel

In current
release

In current
release

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
In current
release

CPA Magazine
2014 ERP Survey
Question

Import budget from Excel

Compute budget using


formula

Exported data is formatted


and includes formulas

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
Minor
tools and
Modificatio
database as
n
primary
system

Project accounting

Project can be updated by


any financial transaction

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Compare budget to actual

In current
release

In current
release

Span fiscal years

In current
release

Question

Project subledger (not


tracked in general ledger)

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaroun
d

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

Major
Modificatio
n

Revenue recognition

Based on % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Based on milestone
complete

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Tropos

Unanet

UNIT4
Agresso

In current
release

N/A

In current
release

In current
release

In current
release

SYSPRO

TRAVERSE

In current
release

In current
release

VersAccoun
ts

Virtuo

In current
release

N/A

Major
Modificatio
n

N/A

In current
release

N/A

In current
release

Workaroun
d

In current
release

Multiple levels of approval

N/A

In current
release

N/A

Minor
Modificatio
n

Escalation rules

N/A

In current
release

N/A

Minor
Modificatio
n

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

Budgeting and forecasting


Budget approval process

Calculations

Excel-like formulas

Prepared by 180 Systems

N/A

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Wages and benefits


calculated based on rates in
payroll

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

Driver-based budgeting

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Based on trends

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

Workaroun
d

N/A

N/A

Based on regression
smoothing techniques

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

Track changes/versions

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

Summary of changes form


preceding forecast

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

What-if analysis

Change assumption and see


the results automatically

Audit trail

Fixed assets
Setup

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

Straight line

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

Declining balance

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Half-year convention

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

Multiple books

Depreciation

Disposals

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Gain/loss calculation

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Partial disposals

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

N/A

In current
release

N/A

N/A

Integration
Fixed assets linked with
accounts payable - only need
to enter asset once
Preventive maintenance

Schedule maintenance based


on usage

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Track all work done on asset

N/A

In current
release

In current
release

Workaroun
d

In current
release

N/A

N/A

In current
release

N/A

N/A

Schedule maintenance

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

N/A

In current
release

N/A

N/A

Back order preference by


customer

In current
release

Minor
Modificatio
n

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Back order fulfillment based


on customer priority

In current
release

Minor
Modificatio
n

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Distribution
Back orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Back order fulfillment based


on order date

In current
release

Minor
Modificatio
n

Back order fulfillment based


on requested ship date

In current
release

Minor
Modificatio
n

Back order fulfillment based


on a set of rules that include
customer preference, order
date and requested ship date

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

Minor
Modificatio
n

N/A

Minor
Modificatio
n

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

Available To promise

Date-sensitive view of
inventory demand and supply

Data collection

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bar coding

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
3rd party
using same
Workaroun tools and
In current
d
database as
release
primary
system
SAP
Business
One

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

N/A

N/A

N/A

Major
Modificatio
n

Landed cost

Basedonstd.percentages

Based on actuals

Allocate actual invoice for a


landed cost component such
as freight to 1 PO or receipt

Prepared by 180 Systems

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Allocate actual invoice for a


landed cost component such
as freight to multiple PO's or
receipts

SAP
Business
One

N/A

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
Minor
Modificatio
n

In current
release

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

EDI supported

Orderplacementand
acknowledgement

3rd party
using same
Minor
Workaroun
tools and
Modificatio
d
database as
n
primary
system

Picking

Wavepicking

Pallet, case and unit picking

Prepared by 180 Systems

In current
release

Minor
Modificatio
n

In current
release

Minor
Modificatio
n

3rd party
3rd party
using
using same
different
tools and
tools than database as
primary
primary
system
system
3rd party
using same
In current
tools and
release
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

System directs pickers to


location in warehouse

In current
release

SME:
Serenic
Service
Navigator Manageme SYSPRO
TRAVERSE
Enterprise
nt
Enterprise
3rd party
3rd party
using
using same
Minor
different
tools and
In current
Modificatio
tools than database as
release
n
primary
primary
system
system

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

Major
Modificatio
n

Put away

Pallet,caseandunitput
away

Systemselectsthebest
location

3rd party
using same
Minor
Workaroun
tools and
Modificatio
d
database as
n
primary
system
3rd party
using same
Minor
Workaroun
tools and
Modificatio
d
database as
n
primary
system

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Requisitions
Convert requisition into a
purchase order

Consolidate requisitions into


purchase orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Approval process

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

In current
release

In current
release

In current
release

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

RMA tracking

Reasoncodes

Serial no. and lot tracking

Trackhistoryofall
movements

Manufacturing
Type supported

Process (EG food)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

SAP
Business
One

Repetitive (EG consumer


electronics)

In current
release

N/A

Make to stock (EG consumer


household goods)

In current
release

Assemble to order (EG


personal computers)

Make to order (EG complex


custom products)

Prepared by 180 Systems

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

Minor
Modificatio
n

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

SAP
Business
One

Engineer to order (e.g., ship


building)

In current
release

N/A

In current
release

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

Minor
Modificatio
n

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

Minor
Modificatio
n

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

MRP
Based on bill of materials,
inventory availability,
seasonality, trends and orders

Generate suggested PO

Scheduling

Generate production orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Based on resource capacity


of labour and equipment

In current
release

Minor
Modificatio
n

N/A

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

In current
release

Workaroun
d

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

Based on grouping jobs to


minimize setup

In current
release

Minor
Modificatio
n

N/A

In current
release

Graphical view - drag and


drop production orders

In current
release

N/A

N/A

In current
release

In current
release

Minor
Modificatio
n

N/A

In current
release

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Shop floor data collection

Data collection by bar codes


for labour and materials

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Record any downtime with


reason code

In current
release

Minor
Modificatio
n

Based on PLC
(programmable logic
controller)

In current
release

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

Workaroun
d

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

Next Year

N/A

Graph results by month over Workaroun


year
d

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

Next Year

N/A

Quality control

Track nonconformance

Misc

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Reverse bill of materials for


disassembly

SAP
Business
One

N/A

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

N/A

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

Minor
Modificatio
n

In current
release

In current
release

N/A

N/A

In current
release

N/A

3rd party
using same
Major
tools and
Modificatio
database as
n
primary
system

N/A

N/A

N/A

N/A

N/A

Colour size matrix for


apparel manufacturing

In current
release

N/A

N/A

Engineering change
management

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

Multisite production - plan


across locations

In current
release

Minor
Modificatio
n

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

Can add any text to invoice

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Time and material

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Fixed fee

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Configurator

Professional services
Flexible invoicing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

Percentage complete

In current
release

Cost plus

In current
release

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
Minor
In current
Modificatio
release
n

Tropos

Unanet

UNIT4
Agresso

In current
release

N/A

In current
release

SYSPRO

TRAVERSE

In current
release

VersAccoun
ts

Virtuo

In current
release

N/A

Major
Modificatio
n

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Minor
Workaroun
Modificatio
d
n

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Scheduling

Based on availability

Match skills

Match employee
preferences

Timesheets

Prepared by 180 Systems

Minor
Workaroun
Modificatio
d
n

In current
release

N/A

Workaroun
d

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

1 week at a time

Note field for each


project/day

Identify overtime

Web-based data entry

Prepared by 180 Systems

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

In current
release

In current
release

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Minor
Workaroun
Modificatio
d
n

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Workaroun
d

In current
release

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Workaroun
d

In current
release

In current
release

Workaroun
d

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

Workaroun
d

N/A

N/A

N/A

In current
release

N/A

In current
release

Can prepopulate timesheet


based on project assignments

Minor
Workaroun
Modificatio
d
n

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

In current
release

Major
Modificatio
n

Could enter time for a


project, phase and task

Minor
Workaroun
Modificatio
d
n

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

PDA-enabled

Can enter off-line and


synchronize

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Different (lower) cost/user


for timesheet and expense
module

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Workaroun
d

In current
release

In current
release

Workaroun
d

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

Minor
Modificatio
n

N/A

Workaroun
d

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Expense Reporting

Calculations such as km's *


rate

Maximums per day

WIP

Maintain WIP history

Prepared by 180 Systems

Minor
Workaroun
Modificatio
d
n

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Generate bill from WIP

Minor
Workaroun
Modificatio
d
n

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Write-downs or write-ups

Minor
Workaroun
Modificatio
d
n

N/A

Workaroun
d

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Revenue Recognition

Based on hours booked *


rate

Based on % complete

Prepared by 180 Systems

Workaroun
d

In current
release

In current
release

Workaroun
d

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Workaroun
d

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Subscription revenue is
deferred and recognized
monthly

Workaroun
d

In current
release

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

N/A

N/A

Based on milestone
complete

Workaroun
d

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

Electronic approval of
timesheets and expense
reports

In current
release

In current
release

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

In current
release

In current
release

In current
release

Workaroun
d

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Workflow

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Alert if timesheet not


completed on time

In current
release

Minor
Minor
Modificatio Modificatio
n
n

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

Major
Modificatio
n

N/A

Major
Modificatio
n

Misc
Revenue and costs
transferred between divisions
automatically when an
employee in one division
works for another division

2-way integration with


Microsoft Project

Pass through charges from


A/P to client

Prepared by 180 Systems

Workaroun
d

In current
release

N/A

Workaroun Workaroun
d
d

In current
release

N/A

N/A

Workaroun
d

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Workaroun
Modificatio
d
n

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Charge customer for


equipment usage

In current
release

Minor
Modificatio
n

In current
release

Change orders

Tropos

Unanet

UNIT4
Agresso

In current
release

N/A

In current
release

In current
release

In current
release

SYSPRO

TRAVERSE

Workaroun
d

Minor
Minor
Workaroun
Modificatio Modificatio
d
n
n

In current
release

VersAccoun
ts

Virtuo

In current
release

N/A

Major
Modificatio
n

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Construction
Estimating
Estimates based on building
statistics such as no. of suites
and historical rates

Workaroun
d

N/A

N/A

N/A

Detailed estimates based on


Workaroun
take-offs that Include floor
d
area, drywall and appliances

N/A

N/A

N/A

Budgeting

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Maintain budget that


includes change orders and
commitments

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Minor
Workaroun
Modificatio
d
n

N/A

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Collaboration With Trades

Bids online

Minor
Workaroun
Modificatio
d
n

N/A

N/A

Bids via spreadsheet

Minor
Workaroun
Modificatio
d
n

In current
release

N/A

Minor
Workaroun
Modificatio
d
n

N/A

N/A

Track status of activities to


be completed by trades

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Alerts if late

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Minor
Workaroun
Modificatio
d
n

N/A

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

Scheduling
Generate schedule based on
Minor
Workaroun
start date, lag time between
Modificatio
d
activities and dependencies
n

In current
release

N/A

Minor
Workaroun
Modificatio
d
n

In current
release

N/A

Minor
Workaroun
Modificatio
d
n

In current
release

Workaroun
d

Update schedule as work


gets completed

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Billing

By % complete

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Minor
Workaroun
Modificatio
d
n

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

Track service history by serial In current


no.
release

Minor
Modificatio
n

In current
release

Workaroun
d

In current
release

N/A

N/A

In current
release

N/A

N/A

By milestone

Service management
Service calls

Date and time stamping

Escalations if work not done


on time

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Generate quote for


customer

In current
release

Minor
Modificatio
n

In current
release

Generate work order

Generate invoice for work


done and inventory used

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

Minor
Modificatio
n

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

Minor
Modificatio
n

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

Scheduling / Dispatching

Manually assign resources

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

Automatically assign
resources based on skills and
availability

In current
release

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
3rd party
using same
Minor
tools and
Modificatio
database as
n
primary
system

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

In current
release

N/A

N/A

Next Year

N/A

N/A

Self service by client

Check status

In current
release

Minor
Modificatio
n

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

Log problem

In current
release

Minor
Modificatio
n

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

Minor
Modificatio
n

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

Access to information to
resolve problem

Human Resources
Recruitment

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Web based

Automated screening based


on keywords or qualifications

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Workaroun
d

In current
release

N/A

N/A

Workaroun
d

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

TRAVERSE

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Tropos

Unanet

UNIT4
Agresso
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

VersAccoun
ts

Virtuo

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

N/A

In current
release

Employee administration
Pictures attached to
employee and available for
view by employees that have
access

Self serve over the Internet

Prepared by 180 Systems

In current
release

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Generate work flow approval


In current
on change of certain
release
information

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Workaroun
d

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

In current
release

N/A

In current
release

Skills and degrees

Maintain history of
compensation and ratings

Record company assets


including keys, Blackberries,
laptops given out to
employees
Leave of absence
administration

Prepared by 180 Systems

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Able to view the various


absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

In current
release

In current
release

N/A

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system

Maintain Job Descriptions


and attached to employees

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

Track performance review


process - dates, ratings

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

Absence approval process

Performance Management

Benefit Administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

N/A

In current
release

N/A

In current
release

Benefit plans and deductions


Workaroun
- family vs. single, LTD, Life
d
Insurance, etc.

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system

Workaroun
d

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

Major
Modificatio
n

N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

N/A

Major
Modificatio
n

Eligibility dates for benefits

Training Administration

Employee update courses


online

Registration for internal


courses by employees

Document management
Integration

Prepared by 180 Systems

Workaroun
d

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

Attach multiple documents


to any transactions in the
system

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Attach multiple documents


to any master files (such as
customer or supplier) in the
system

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

Change Control

Optionally check in and out

N/A

Email alerts if changed

N/A

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Versioning

SAP
Business
One

N/A

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
3rd party
using same
tools and
N/A
database as
primary
system

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

Approvals

Approval process

Based on same tools as


approving transactions

Show status of document

Search

Prepared by 180 Systems

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

Search on file names

N/A

Search for embedded text

N/A

Search for key words

N/A

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
3rd party
using same
tools and
In current
database as
release
primary
system
3rd party
using same
tools and
In current
database as
release
primary
system
3rd party
using same
tools and
In current
database as
release
primary
system

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

CRM
Applications

Contact Management

Prepared by 180 Systems

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

Sales force automation

N/A

Marketing automation

N/A

Service management

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
3rd party
using same
tools and
In current
database as
release
primary
system
3rd party
using
In current
different
release
tools than
primary
system

SYSPRO

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

Minor
Modificatio
n

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

eCommerce
Customer portal

Customers can place order


online

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

SAP
Business
One

Order confirmation includes


a link to secure customer
portal

N/A

Customer can check order


status online

N/A

Link to carrier's website and


view status of shipment based
on tracking no.

N/A

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
3rd party
using same
tools and
In current
database as
release
primary
system
3rd party
using same
tools and
In current
database as
release
primary
system
3rd party
using same
tools and
N/A
database as
primary
system

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccoun
ts

Virtuo

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Tier

WinMan
ERP
Software

Xledger

xTuple ERP

SSL

Xledger

xTuple

N/A

4.5

Steve
Whitehouse

JO Sutton

Ned Lilly

System information
Vendor name

Version no.

Contact
Contact name

Contact phone no.

Contact email

Prepared by 180 Systems

757-4613022 101
swhitehous
jo.sutton@x ned@xtuple
e@winman.
ledger.com
.com
com

CPA Magazine
2014 ERP Survey
Question

Website

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)
Ratio - average
implementation cost/licence
cost
Average implementation
cost ($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)

WinMan
ERP
Software

Xledger

xTuple ERP

www.winm www.xledge www.xtuple


an.com
r.co.uk
.com

$3,500
35
$122,500

NA
NA
NA

$2,500
15
$37,500

0.5

NA

$61,250

NA

$37,500

$183,750

NA

$75,000

Average annual fee / user ($)

NA

$600

$1,000

Average no. of users


Average annual fees ($)

NA
NA

50
$30,000

10
$10,000

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

NA

0.25

1.5

NA

$7,500

$15,000

NA

$137,027

$57,580

180

5,000

400

180

5,000

400

Previousyearrevenue-all
systems - in Millions ($)

NA

$4

NA

Previousyearrevenue-this
system - in Millions ($)

NA

$4

NA

Currentyearrevenue-all
systems - in Millions ($)

NA

$5

NA

Currentyearrevenue-this
system - in Millions ($)

NA

$5

NA

Question

Average implementation
costs / average fees - year one
Average implementation
costs - year one ($)
NPV over 5 years (discount
rate of 5%) ($)
Vendor information
Customer information
No. of customers worldwide - all products
No. of customers worldwide - this product
Revenue ($US)

Company profile

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Budget for licence cost and


implementation services
> $300K
Between $50K and $300K
< $50K

WinMan
ERP
Software

Xledger

xTuple ERP

Primary
Primary
Secondary

N/A
N/A
N/A

Secondary
Primary
Primary

N/A
N/A
N/A

N/A
N/A
N/A

Secondary
Primary
Primary

Secondary

Secondary

Secondary

Primary

Primary

Primary

Primary

Secondary

Secondary

None
None
None
None
None
None
None

None
None
None
None
None
None
None

Partial
Full
None
Partial
None
Partial
None

Annual budget for software as


a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway

Prepared by 180 Systems

WinMan
ERP
Software

Xledger

xTuple ERP

None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full

Full
Partial
None
None
None
None
None
Partial
Partial
Partial
Partial
None
Partial
Partial
Partial
None
Partial
Partial
None
None
Full
None
None
None
None
None
Partial
Full
None

CPA Magazine
2014 ERP Survey
Question

Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority
Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil

Prepared by 180 Systems

WinMan
ERP
Software

Xledger

xTuple ERP

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
Full
Full
None

Full
None
None
None
None
None
Partial
None
None
None
Partial
Partial
None
Partial
Partial
Partial
Partial
None
None
Full
Full
None

Partial
Partial
Partial
Partial
Partial
Partial

None
None
None
None
None
None

Partial
Full
Partial
Partial
Partial
Partial

CPA Magazine
2014 ERP Survey
Question

Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand

Prepared by 180 Systems

WinMan
ERP
Software

Xledger

xTuple ERP

Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Full

CPA Magazine
2014 ERP Survey
Question

Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Language
Language support
Arabic
Chinese
Dutch

Prepared by 180 Systems

WinMan
ERP
Software

Xledger

xTuple ERP

Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Full
Partial

Full
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
Full
Full
None

Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Full
Partial

Partial
Partial
Partial

None
Partial
None

Partial
Partial
Partial

CPA Magazine
2014 ERP Survey
Question

English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish

WinMan
ERP
Software

Xledger

xTuple ERP

Full
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial

Full
None
None
None
None
None
Full
None
None
Partial

Full
Full
Partial
None
Partial
Partial
Partial
Partial
Partial
Full

N/A

Minimal

N/A
N/A
N/A
N/A
N/A
N/A

Minimal
Minimal
Some
Primary
Primary
Secondary

N/A

Secondary

N/A
N/A

Some
Minimal

N/A

Minimal

Primary

Some

Industry
Industry focus (NAICS)
11 Agriculture, forestry,
N/A
fishing and hunting
21 Mining
N/A
22 Utilities
N/A
23 Construction
N/A
31-33 Manufacturing
Primary
42 Wholesale trade
Primary
44-45 Retail trade
Secondary
48-49 Transportation and
N/A
warehousing
51 Information
N/A
52 Finance and insurance
N/A
53 Real estate and rental and
N/A
leasing
54 Professional, scientific,
N/A
and technical services

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

55 Management of
companies and enterprises
56 Administrative and
support and waste
management and remediation
services
61 Education services
62 Health care and social
assistance
71 Arts, entertainment and
recreation
72 Accommodation and food
services
81 Other services (except
public administration)
92 Public administration
Technology
Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL

Prepared by 180 Systems

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

Minimal

N/A

N/A

Minimal

N/A

N/A

Minimal

N/A

N/A

Minimal

N/A

N/A

Minimal

N/A

N/A

Minimal

N/A

N/A

Minimal

N/A

N/A

Minimal

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

CPA Magazine
2014 ERP Survey
Question

WinMan
ERP
Software

Progress
N/A
PostgreSQL
Networks supported
Microsoft
Primary
Linux
N/A
Unix
N/A
AIX
N/A
Novell Netware
N/A
IBM AS/400 (OS/400)
N/A
IBM S/390
N/A
Mac OS
N/A
Web browser
Secondary
Clients supported
Web based (don't need Citrix
Secondary
or Terminal Services)
Windows
Primary
Mac OS (without Web
N/A
browser)
Software delivery
On premises (software is
installed and run on
Primary
customer's hardware)
On demand or SaaS
(customer accesses a single
instance of the software over
Secondary
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Prepared by 180 Systems

Xledger

xTuple ERP

N/A
N/A

N/A
Primary

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
N/A
N/A
N/A
N/A
N/A
Primary
Primary

Primary

Primary

N/A

Primary

N/A

Primary

N/A

Primary

Primary

Secondary

CPA Magazine
2014 ERP Survey
Question

WinMan
ERP
Software

Hosted (software is accessed


on demand, but lacks a
multitenant architecture and
Secondary
requires separate servers and
installs for each customer)

Xledger

xTuple ERP

N/A

Primary

Applications
Financial

General ledger

In current
release

In current
release

In current
release

Financial reporting

In current
release

In current
release

In current
release

Accounts receivable

In current
release

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

Accounts payable

In current
release

In current
release

In current
release

Fixed assets

In current
release

In current
release

In current
release

Multicurrency

In current
release

In current
release

In current
release

Budgeting and forecasting

In current
release

In current
release

In current
release

Question

Distribution

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

Order processing

In current
release

In current
release

In current
release

Inventory

In current
release

In current
release

In current
release

Purchase order

In current
release

In current
release

In current
release

Warehouse management

In current
release

In current
release

In current
release

Question

Manufacturing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

WinMan
ERP
Software

Xledger

xTuple ERP

Discrete

In current
release

N/A

In current
release

Process

In current
release

N/A

In current
release

Make to stock

In current
release

N/A

In current
release

Make to order

In current
release

N/A

In current
release

Other

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

Service management

In current
release

N/A

In current
release

Professional services
automation

In current
release

In current
release

Workaroun
d

Project costing

In current
release

In current
release

In current
release

Time billing

In current
release

In current
release

In current
release

Question

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Canadian payroll

US payroll

HR

Contact management

Prepared by 180 Systems

WinMan
ERP
Software

Xledger

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

N/A

In current
release

xTuple ERP

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using
different
tools than
primary
system

In current
release

CPA Magazine
2014 ERP Survey
Question

WinMan
ERP
Software

Xledger

xTuple ERP

Customer relationship
management

In current
release

In current
release

In current
release

Business intelligence

In current
release

In current
release

In current
release

Corporate performance
management

In current
release

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

Construction

Prepared by 180 Systems

N/A

CPA Magazine
2014 ERP Survey
Question

Not-for-profit

Retail

Document management

Generic features
Ease of use
Consistent user interface
throughout the application
Shortcuts to specific
programs
Type ahead/autofill

Prepared by 180 Systems

WinMan
ERP
Software

Xledger

xTuple ERP

In current
release

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

In current
release

In current
release

In current
release
In current
release
In current
release

In current
release
In current
release
In current
release

In current
release
In current
release
In current
release

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

User defined help

In current
release

N/A

N/A

Only need a browser

In current
release

In current
release

In current
release

In current
release
In current
release

In current
release
In current
release

In current
release
In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Question

Multiple criteria to find a


record
Global search
Screens on dual monitors
open at same time without
additional license
Customization

Add user-defined fields to


screen

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

WinMan
ERP
Software

Xledger

xTuple ERP

Used in report selection and


ordering

In current
release

In current
release

In current
release

Without changing source


code

In current
release

In current
release

In current
release

Platformforbusiness
partners to extend solution

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Multiple companies

Automatic balancing of
intercompany transactions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

WinMan
ERP
Software

Xledger

xTuple ERP

Purchaseorderautomatically In current
becomes sales order
release

N/A

In current
release

Shareinventoryacross
separate companies

In current
release

N/A

In current
release

Sharevendorsacross
separate companies

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modificatio
n

In current
release

In current
release

In current
release

Multiplecompaniesinsame
database and each company
can have a different home
currency
Multicurrency

Calculaterealizedgainsand
losses

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

WinMan
ERP
Software

Xledger

xTuple ERP

Calculateunrealizedgains
and losses

In current
release

N/A

In current
release

N/A

In current
release

In current
release

By company

N/A

N/A

By menu

N/A

N/A

N/A

N/A

In current
release

N/A

Minor
Modificatio
n

Invoiceandpaymentin
different currencies

Password security

By function ( view, add,


change, delete)

By field

Prepared by 180 Systems

N/A

In current
release
In current
release

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

By account code segment


(e.g., department)

N/A

N/A

In current
release

By employee or by role

N/A

In current
release

In current
release

Online review and approval


of transactions

N/A

In current
release

In current
release

Alerts on pending and late


activities

N/A

In current
release

In current
release

Visual view of business


process

N/A

In current
release

In current
release

Question

Workflow

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2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

Configurable without being a


programmer

N/A

In current
release

In current
release

Generate emails with link


back to system for approval

N/A

N/A

In current
release

Optimized UI for some


functions on iPhone

N/A

N/A

In current
release

Optimized UI for some


functions on Android

N/A

N/A

In current
release

Question

Mobile Application

Prepared by 180 Systems

CPA Magazine
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WinMan
ERP
Software

Xledger

xTuple ERP

Optimized UI for some


functions on Blackberry

N/A

N/A

In current
release

Optimized UI for some


functions on Microsoft
Windows Phone

N/A

N/A

In current
release

Multitenant architecture

N/A

In current
release

Workaroun
d

SaaS delivery model

N/A

In current
release

In current
release

Hosted option

N/A

N/A

In current
release

Question

Cloud ready

Browser support

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

WinMan
ERP
Software

Xledger

xTuple ERP

Firefox

N/A

In current
release

In current
release

Chrome

N/A

In current
release

In current
release

Safari

N/A

In current
release

In current
release

Internet Explorer

N/A

In current
release

In current
release

Business intelligence
Report Writer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

Ad hoc - don't need a


programmer

N/A

In current
release

In current
release

Uses same password security


as application

N/A

In current
release

In current
release

Includes metrics

N/A

In current
release

In current
release

Includes graphs

N/A

In current
release

In current
release

Question

Dashboards

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

Includes to-do items

N/A

In current
release

In current
release

Configurable without a
programmer

N/A

In current
release

In current
release

Create OLAP cubes

N/A

N/A

In current
release

Built-in OLAP cubes

N/A

N/A

In current
release

Question

OLAP

Financial
Analysis codes / reporting
structure

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Attach analysis codes to


general ledger account
segments. For example, attach
a region code to an account
segment for office
Reporting structures that
allow rollups to any
dimension. For example, could
define a rollup from office to
province or state and then to
country
Analysis codes or reporting
structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction
Allocations

Based on percentage

Prepared by 180 Systems

WinMan
ERP
Software

Xledger

N/A

In current
release

N/A

In current
release

N/A

N/A

xTuple ERP

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Based on actuals

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

Commitment accounting

Compare (actuals +
commitments) to budgets

Prevent exceeding budget on


purchase order

Consolidation

Create new entity and post


j/e's to it

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Foreign currency translation

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

In current
release

In current
release

Source acct. can be different


than target acct.

N/A

In current
release

Across entities with different


fiscal year ends

N/A

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Financial Reporting

Rows and columns can be


defined

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

In current
release

Drill-down to transaction
details

N/A

In current
release

In current
release

Format any part of report

N/A

N/A

In current
release

Multiple budgets

N/A

In current
release

In current
release

Export actuals to Excel

N/A

In current
release

In current
release

Question

Multiple hierarchies

Budgeting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Import budget from Excel

Compute budget using


formula

Exported data is formatted


and includes formulas

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

Project accounting

Project can be updated by


any financial transaction

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Compare budget to actual

Span fiscal years

Project subledger (not


tracked in general ledger)

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

In current
release

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

N/A

N/A

In current
release

Revenue recognition

Based on % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Based on milestone
complete

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

In current
release

Budgeting and forecasting


Budget approval process

Multiple levels of approval

N/A

N/A

Escalation rules

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Calculations

Excel-like formulas

Prepared by 180 Systems

N/A

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

Wages and benefits


calculated based on rates in
payroll

N/A

N/A

N/A

Driver-based budgeting

N/A

N/A

N/A

Based on trends

N/A

N/A

N/A

N/A

N/A

N/A

Question

Based on regression
smoothing techniques

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

N/A

N/A

N/A

N/A

Track changes/versions

N/A

In current
release

In current
release

Summary of changes form


preceding forecast

N/A

N/A

N/A

Question

What-if analysis

Change assumption and see


the results automatically

Audit trail

Fixed assets
Setup

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

In current
release

Straight line

N/A

In current
release

In current
release

Declining balance

N/A

In current
release

Minor
Modificatio
n

N/A

Minor
Modificatio
n

Question

Multiple books

Depreciation

Half-year convention

Disposals

Prepared by 180 Systems

N/A

CPA Magazine
2014 ERP Survey
Question

Gain/loss calculation

Partial disposals

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

Minor
Modificatio
n

N/A

N/A

Minor
Modificatio
n

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

Integration
Fixed assets linked with
accounts payable - only need
to enter asset once
Preventive maintenance

Schedule maintenance based


on usage

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

Track all work done on asset

N/A

N/A

In current
release

Schedule maintenance

N/A

N/A

In current
release

Back order preference by


customer

N/A

N/A

In current
release

Back order fulfillment based


on customer priority

N/A

N/A

In current
release

Question

Distribution
Back orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

Back order fulfillment based


on order date

N/A

N/A

In current
release

Back order fulfillment based


on requested ship date

N/A

N/A

In current
release

Back order fulfillment based


on a set of rules that include
customer preference, order
date and requested ship date

N/A

N/A

In current
release

N/A

N/A

In current
release

Question

Available To promise

Date-sensitive view of
inventory demand and supply

Data collection

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bar coding

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

In current
release

In current
release

Landed cost

Basedonstd.percentages

Based on actuals

Allocate actual invoice for a


landed cost component such
as freight to 1 PO or receipt

Prepared by 180 Systems

N/A

N/A

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system
3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Allocate actual invoice for a


landed cost component such
as freight to multiple PO's or
receipts

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

In current
release

N/A

N/A

Minor
Modificatio
n

N/A

In current
release

In current
release

EDI supported

Orderplacementand
acknowledgement

Picking

Wavepicking

Pallet, case and unit picking

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

Minor
Modificatio
n

N/A

N/A

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

Convert requisition into a


purchase order

N/A

N/A

In current
release

Consolidate requisitions into


purchase orders

N/A

N/A

In current
release

System directs pickers to


location in warehouse

Put away

Pallet,caseandunitput
away

Systemselectsthebest
location

Requisitions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Approval process

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

RMA tracking

Reasoncodes

Serial no. and lot tracking

Trackhistoryofall
movements

Manufacturing
Type supported

Process (EG food)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

Repetitive (EG consumer


electronics)

N/A

N/A

In current
release

Make to stock (EG consumer


household goods)

N/A

N/A

In current
release

Assemble to order (EG


personal computers)

N/A

N/A

In current
release

Make to order (EG complex


custom products)

N/A

N/A

In current
release

Question

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Engineer to order (e.g., ship


building)

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

MRP
Based on bill of materials,
inventory availability,
seasonality, trends and orders

Generate suggested PO

Scheduling

Generate production orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Based on resource capacity


of labour and equipment

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

In current
release

Based on grouping jobs to


minimize setup

N/A

N/A

Graphical view - drag and


drop production orders

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Shop floor data collection

Data collection by bar codes


for labour and materials

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

Record any downtime with


reason code

N/A

N/A

In current
release

Based on PLC
(programmable logic
controller)

N/A

N/A

Workaroun
d

N/A

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

Question

Quality control

Track nonconformance

Graph results by month over


year

Misc

Prepared by 180 Systems

N/A

CPA Magazine
2014 ERP Survey
Question

Reverse bill of materials for


disassembly

Colour size matrix for


apparel manufacturing

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

In current
release

N/A

Minor
Modificatio
n

N/A

Engineering change
management

N/A

N/A

Minor
Modificatio
n

Multisite production - plan


across locations

N/A

N/A

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

In current
release

Can add any text to invoice

N/A

In current
release

In current
release

Time and material

N/A

In current
release

In current
release

Fixed fee

N/A

In current
release

In current
release

Question

Configurator

Professional services
Flexible invoicing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Percentage complete

Cost plus

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

In current
release

N/A

Minor
Modificatio
n

N/A

Scheduling

Based on availability

N/A

N/A

Match skills

N/A

N/A

N/A

N/A

Match employee
preferences

Timesheets

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

1 week at a time

N/A

In current
release

In current
release

Note field for each


project/day

N/A

In current
release

In current
release

Question

Identify overtime

N/A

In current
release

3rd party
using
different
tools than
primary
system

Web-based data entry

N/A

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

PDA-enabled

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

In current
release

Can enter off-line and


synchronize

N/A

N/A

3rd party
using
different
tools than
primary
system

Can prepopulate timesheet


based on project assignments

N/A

N/A

In current
release

Could enter time for a


project, phase and task

N/A

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Different (lower) cost/user


for timesheet and expense
module

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

Expense Reporting

Calculations such as km's *


rate

Maximums per day

WIP

Maintain WIP history

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Generate bill from WIP

Write-downs or write-ups

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

Minor
Modificatio
n

N/A

N/A

Minor
Modificatio
n

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

Revenue Recognition

Based on hours booked *


rate

Based on % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

Subscription revenue is
deferred and recognized
monthly

N/A

N/A

In current
release

Based on milestone
complete

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

Minor
Modificatio
n

Question

Workflow
Electronic approval of
timesheets and expense
reports

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

Prepared by 180 Systems

N/A

CPA Magazine
2014 ERP Survey
Question

Alert if timesheet not


completed on time

WinMan
ERP
Software

N/A

Xledger

xTuple ERP

N/A

Minor
Modificatio
n

Misc
Revenue and costs
transferred between divisions
automatically when an
employee in one division
works for another division

N/A

N/A

3rd party
using
different
tools than
primary
system

2-way integration with


Microsoft Project

N/A

N/A

Workaroun
d

Pass through charges from


A/P to client

N/A

N/A

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

In current
release

N/A

N/A

In current
release

Estimates based on building


statistics such as no. of suites
and historical rates

N/A

N/A

Major
Modificatio
n

Detailed estimates based on


take-offs that Include floor
area, drywall and appliances

N/A

N/A

Major
Modificatio
n

Question

Charge customer for


equipment usage

Change orders

Construction
Estimating

Budgeting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

3rd party
using
different
tools than
primary
system

Bids online

N/A

N/A

Minor
Modificatio
n

Bids via spreadsheet

N/A

N/A

Minor
Modificatio
n

N/A

Minor
Modificatio
n

Maintain budget that


includes change orders and
commitments
Collaboration With Trades

Track status of activities to


be completed by trades

Prepared by 180 Systems

N/A

CPA Magazine
2014 ERP Survey
Question

Alerts if late

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

In current
release

Scheduling
Generate schedule based on
start date, lag time between
activities and dependencies

N/A

N/A

Update schedule as work


gets completed

N/A

N/A

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Billing

By % complete

Prepared by 180 Systems

N/A

N/A

Minor
Modificatio
n

CPA Magazine
2014 ERP Survey
Question

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

Minor
Modificatio
n

N/A

N/A

In current
release

Escalations if work not done


on time

N/A

N/A

In current
release

Track service history by serial


no.

N/A

N/A

In current
release

By milestone

Service management
Service calls

Date and time stamping

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Generate quote for


customer

Generate work order

Generate invoice for work


done and inventory used

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

Scheduling / Dispatching

Manually assign resources

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

Major
Modificatio
n

Check status

N/A

N/A

In current
release

Log problem

N/A

N/A

In current
release

N/A

N/A

In current
release

Automatically assign
resources based on skills and
availability
Self service by client

Access to information to
resolve problem

Human Resources
Recruitment

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Web based

Automated screening based


on keywords or qualifications

WinMan
ERP
Software

Xledger

xTuple ERP

N/A

N/A

Workaroun
d

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

Employee administration
Pictures attached to
employee and available for
view by employees that have
access

Self serve over the Internet

Prepared by 180 Systems

N/A

CPA Magazine
2014 ERP Survey
Question

Generate work flow approval


on change of certain
information

WinMan
ERP
Software

Xledger

N/A

N/A

N/A

N/A

Maintain history of
compensation and ratings

N/A

N/A

Record company assets


including keys, Blackberries,
laptops given out to
employees

N/A

In current
release

Skills and degrees

Leave of absence
administration

Prepared by 180 Systems

xTuple ERP

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

WinMan
ERP
Software

Xledger

Able to view the various


absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

N/A

N/A

Absence approval process

N/A

N/A

xTuple ERP

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

Performance Management

Maintain Job Descriptions


and attached to employees

N/A

N/A

Track performance review


process - dates, ratings

N/A

N/A

Benefit Administration

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

WinMan
ERP
Software

Xledger

xTuple ERP

Benefit plans and deductions


- family vs. single, LTD, Life
Insurance, etc.

N/A

N/A

Major
Modificatio
n

Eligibility dates for benefits

N/A

N/A

In current
release

Training Administration

Employee update courses


online

N/A

N/A

Registration for internal


courses by employees

N/A

N/A

Document management
Integration

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

Attach multiple documents


to any transactions in the
system

N/A

In current
release

In current
release

Attach multiple documents


to any master files (such as
customer or supplier) in the
system

N/A

In current
release

In current
release

Question

Change Control

Optionally check in and out

N/A

N/A

Email alerts if changed

N/A

N/A

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Versioning

WinMan
ERP
Software

N/A

Xledger

xTuple ERP

N/A

3rd party
using
different
tools than
primary
system

Approvals

Approval process

Based on same tools as


approving transactions

Show status of document

Search

Prepared by 180 Systems

N/A

In current
release

N/A

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system
3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

Search on file names

N/A

In current
release

N/A

Search for embedded text

N/A

N/A

N/A

Search for key words

N/A

N/A

N/A

N/A

In current
release

In current
release

Question

CRM
Applications

Contact Management

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

Sales force automation

N/A

In current
release

In current
release

Marketing automation

N/A

N/A

In current
release

Service management

N/A

N/A

In current
release

N/A

N/A

In current
release

Question

eCommerce
Customer portal

Customers can place order


online

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
WinMan
ERP
Software

Xledger

xTuple ERP

Order confirmation includes


a link to secure customer
portal

N/A

N/A

In current
release

Customer can check order


status online

N/A

N/A

In current
release

Link to carrier's website and


view status of shipment based
on tracking no.

N/A

N/A

In current
release

N/A

Minor
Modificatio
n

Question

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

N/A

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

WinMan
ERP
Software

N/A

N/A

Xledger

xTuple ERP

N/A

Minor
Modificatio
n

N/A

Minor
Modificatio
n

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