Bonterra Case Management vs. WinMan ERP Software

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Bonterra Case Management
Score 8.2 out of 10
N/A
Case Management by Bonterra is a cloud-based solution for nonprofits of all sizes. It's designed to bring data to the forefront in order to bolster a nonprofit organization’s impact. Bonterra Case Management helps organizations to save time and resources because the tool makes managing data more efficient, so that users increase the time spent delivering the mission. Bonterra Case Management offers configurable forms and fields so organizations can customize their experience to their…N/A
WinMan ERP Software
Score 10.0 out of 10
N/A
WinMan ERP Software is an all-in-one solution aimed specifically at the manufacturing, distribution and retail sectors. Based on lean methodology, it is designed to help organisations achieve optimal business processes by supporting all aspects of Manufacturing, Distribution, CRM, Financials and associated functions. According to the vendor, it is a leading and scalable ERP solution built from the ground up with a low cost of ownership as it is built on 100% .Net and SQL Server system -…N/A
Pricing
Bonterra Case ManagementWinMan ERP Software
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Bonterra Case ManagementWinMan ERP Software
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeRequiredRequired
Additional DetailsPricing for Bonterra Case Management is driven by individual usage and needs of the nonprofit. Organizations aren't one-size fits all, so neither is Bonterra's pricing.
More Pricing Information
Community Pulse
Bonterra Case ManagementWinMan ERP Software
Top Pros
Top Cons

No answers on this topic

Features
Bonterra Case ManagementWinMan ERP Software
Security
Comparison of Security features of Product A and Product B
Bonterra Case Management
-
Ratings
WinMan ERP Software
10.0
1 Ratings
21% above category average
Single sign-on capability00 Ratings10.01 Ratings
Role-based user permissions00 Ratings10.01 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Bonterra Case Management
-
Ratings
WinMan ERP Software
9.0
1 Ratings
26% above category average
Dashboards00 Ratings8.01 Ratings
Custom reports00 Ratings10.01 Ratings
General Ledger and Configurable Accounting
Comparison of General Ledger and Configurable Accounting features of Product A and Product B
Bonterra Case Management
-
Ratings
WinMan ERP Software
10.0
1 Ratings
27% above category average
Accounts payable00 Ratings10.01 Ratings
Accounts receivable00 Ratings10.01 Ratings
Inventory Management
Comparison of Inventory Management features of Product A and Product B
Bonterra Case Management
-
Ratings
WinMan ERP Software
10.0
1 Ratings
24% above category average
Inventory tracking00 Ratings10.01 Ratings
Automatic reordering00 Ratings10.01 Ratings
Location management00 Ratings10.01 Ratings
Order Management
Comparison of Order Management features of Product A and Product B
Bonterra Case Management
-
Ratings
WinMan ERP Software
10.0
1 Ratings
25% above category average
Pricing00 Ratings10.01 Ratings
Order entry00 Ratings10.01 Ratings
Cost of goods sold00 Ratings10.01 Ratings
Best Alternatives
Bonterra Case ManagementWinMan ERP Software
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Score 6.6 out of 10
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Score 8.7 out of 10
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TIBCO® BPM Enterprise
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Infor VISUAL
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Score 7.3 out of 10
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User Ratings
Bonterra Case ManagementWinMan ERP Software
Likelihood to Recommend
8.1
(163 ratings)
10.0
(1 ratings)
Likelihood to Renew
8.9
(9 ratings)
-
(0 ratings)
Usability
8.6
(6 ratings)
-
(0 ratings)
Availability
8.6
(2 ratings)
-
(0 ratings)
Performance
7.0
(2 ratings)
-
(0 ratings)
Support Rating
8.8
(10 ratings)
10.0
(1 ratings)
In-Person Training
10.0
(1 ratings)
-
(0 ratings)
Online Training
5.4
(2 ratings)
-
(0 ratings)
Implementation Rating
4.5
(4 ratings)
10.0
(1 ratings)
Configurability
2.4
(2 ratings)
-
(0 ratings)
Ease of integration
1.0
(2 ratings)
-
(0 ratings)
Product Scalability
4.6
(2 ratings)
-
(0 ratings)
Vendor post-sale
7.5
(2 ratings)
-
(0 ratings)
Vendor pre-sale
8.0
(1 ratings)
-
(0 ratings)
User Testimonials
Bonterra Case ManagementWinMan ERP Software
Likelihood to Recommend
Bonterra
Apricot by Social Solutions is a great program for organizations wanting a user-friendly option to help organize the personal data of individuals served, volunteers, and even donors. It's a program that is built off of an individual page, where you house all the personal information for a single person, and has a virtual "document folder" to house attendance information, enrollments, donations, trainings, and other kinds of pertinent information. Apricot by Social Solutions is not a great solution for organizations wanting to save money on a CRM program (it is quite expensive, in my opinion), and can pose some struggles/limitations for organizations providing family-based programming or wanting to track donors and donations in the most efficient way.
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WinMan
Winman ERP is well suited to our business and we have not felt the need to look further. The great strength for us is the MRP facility but each business is unique and must make it's own assessment. The accounting side just works - nothing to add here.
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Pros
Bonterra
  • Updates built in reports to match the requirements for HUD reporting.
  • Innovative ways to batch and group clients data collections.
  • Offer ongoing training when new features are added.
  • Constantly making it user friendly with updates that support standardized data entry
  • Sharing data about clients with partner agencies
  • Having controls where data is only shared with users who should have access to it
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WinMan
  • MRP - our inventory forecasting is done within Winman using the MRP facility. This allows us to place timely orders with our suppliers.
  • Inventory transfers and value uplifts (to reflect actual landed cost) are simply catered for and fully integrated into the accounting system.
  • Integration with our website ensures that accurate data flows throughout the whole process.
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Cons
Bonterra
  • Almost every year I get a new customer care support person, and it can be hard to reorient each new person to my unique business case and use of Apricot by Social Solutions
  • In the past, I have had issues with communication from different departments in Apricot by Social Solutions about what I was getting as part of my contract. In my experience, when I had my initial meeting to kick off upgrading our Apricot by Social Solutions instance, the majority of the information the project consultant had was incorrect. I had to send an email to someone else to rectify the situation.
  • If Apricot by Social Solutions was compatible with phones that would be really helpful.
  • I wish the font size and formatting were more customizable when building out forms in Apricot by Social Solutions (e.g., more similar to how customizable Surveymonkey is with different surveys).
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WinMan
  • Having used Winman ERP for a long time now it fully suits our needs.
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Likelihood to Renew
Bonterra
I went to the Summit a few weeks ago to learn about the future expansion and vision of Social Solutions. I already been with Apricot for 5 years and researched other products I still come back to Apricot and where it can grow with us.
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WinMan
No answers on this topic
Usability
Bonterra
Without any formal IT education, I was able to utilize their articles and videos to teach myself how to configure and customize the software to our organization (although I do recommend their Apricot Admin training to polish your skills). The majority of users are able to adapt immediately with minimal training.Staff that have challenges with technology in general do adapt to using the system once you can create buy in and engagement (although it does take time and training)
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WinMan
No answers on this topic
Reliability and Availability
Bonterra
It is usually available when I need to use it
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WinMan
No answers on this topic
Performance
Bonterra
The system does tend to run slowly when pulling more complex reports
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WinMan
No answers on this topic
Support Rating
Bonterra
This is a difficult question to answer because when I hear the word "support" I think of this in multiple levels. The customer service on the front end, with my account manager is pretty good. There was a time for about a year and a half where I didn't even want to get to know this persons name because they wouldn't be there there long enough for me to get to know them. For the past 8-9 months we've had the same account manager, and this is helpful as a way to grow our trust in Apricot social solutions as well as the account manager understanding the needs of our organization. The technical support is also fine. The issues we most have problems with is how the technical support is calculated and the lack of roll-over of technical support time. If our account has 1 hour of technical support per month, but we don't need any technical support for 4 months, it would be great to have the ability to use those 4 hours (as time allows per the IT calendar) when we need them, even if it falls within one month. We've also had instances of working with IT persons who didn't seem to care at all about our issues, and seemed eager to put our call behind them and get onto the next without much thought as to why we were calling them in the first place. We've also had instances where the IT person didn't seem to really be listening to what it is we needed, and was heck bent on what they THOUGHT we needed rather than listening to what we actually did need. While we also have had experiences of working with IT persons who were absolutely great at working through issues. They were patient and understanding and would explain why a solution (c)would or (c)would not work. We even worked through those options in real time if they were unsure whether a data solution would work or not. That was great because we felt heard.
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WinMan
My few queries are answered promptly.
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In-Person Training
Bonterra
Online training only
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WinMan
No answers on this topic
Online Training
Bonterra
There are good training guides.
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WinMan
No answers on this topic
Implementation Rating
Bonterra
There need to be specialists who know how to best work with an organization developing a new program, not just transferring existing forms to a digital format.
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WinMan
As with any business project, a clear plan with clearly defined outcomes is key.
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Alternatives Considered
Bonterra
The ability to customize Apricot and the simple interface is incredibly appealing. Salesforce CMS may be more well known, and cheaper for nonprofits, but it's also seen as the "Cadillac" version and is overwhelming for many small to mid sized organizations. The build out can be expensive as well, although there is a more general knowledge about the product and integration options.
Read full review
WinMan
Having used Winman ERP for many years through various iterations we have not felt the need to look elsewhere
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Scalability
Bonterra
This software doesn't work well for our organization
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WinMan
No answers on this topic
Return on Investment
Bonterra
  • Our data reporting capability. We're able to do the most robust reporting we've ever done.
  • Was able to handle our rapid expansion (doubling program in 1 fiscal year).
  • We did have a loss of data near the beginning of our use of the system and never got a clear answer why it happened. Data was never recovered.
  • The cost to add additional users is really high, and there aren't many options to bundle or review user licenses to ensure we're getting the best deal.
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WinMan
  • The key thing is to be able to do more with less people, removing as much repetitive work as possible.
  • More automation allows us to grow the business whilst being able to concentrate on core competencies that cannot be automated such as product development, branding and marketing.
  • Inventory planning is simplified through the use of MRP. Top level skus are readily converted into POs for timely component procurement which means we have the best opportunity to fill sales orders.
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ScreenShots

Bonterra Case Management Screenshots

Screenshot of a display of a participant's profile to see important information about that individual at-a-glance.Screenshot of The "My Workspace" area of Bonterra Case Management allows users to see upcoming cases, appointments, events, and other notifications in one place.Screenshot of Dashboards provide at-a-glance insights, while Census data integrations allows users to view demographics of the communities served.Screenshot of the streamlined intake process that helps serve more individuals and ensure they are aligned with the correct services to help them succeed.Screenshot of information, kept secure by assigning users specific roles and permissions to specify access levels.Screenshot of Communication with participants to keep them engaged.