Blue Yonder Luminate Planning vs. Canopy

JDA WMS is a tier 1 solution for warehousing environments. Due to its price, it may not be suitable for smaller operations. Since the system allows for multiple clients, and since my company is a 3PL, JDA WMS works well for 3PL providers.

Incentivized

If you want to have an all in one solution for managing you clients (from sales lead to loyal client) this is the answer. We rarely have to use other systems to take a client from a lead to completing their taxes or representation case. It's also given us the freedom to switch our business model to focus on value added pricing and shift to be an advisory focused firm. If you want to pump out hundreds of returns and don't care about managing your clients on a long term basis because you're a quantity over quality shop, you may not find value in the software.

Incentivized

• Great customer facing implementation team.
• Predictable and communicated improvement processes.
• Constant roll out of new features with a strong SIG committee.

Incentivized

• As TheCPATaxProblemSolver, Canopy is a great timesaver in helping me complete IRS Offer In Compromises. An Offer in Compromise (OIC) is an IRS program that allows taxpayers to settle their liabilities for less than the full amount owed.
• I use analytics contained in the state-of-the-art Canopy tax resolution software to calculate smart recommendations based on each unique case to arrive at the best solution and prepare successful cases.
• Canopy tax has an all in one practice management software. It features Customer Relationship Management (CRM), Document Management, Workflow Management, as well as Billing and Invoicing

Incentivized

• Efficiency - At times the response time to retrieve the data from DB could be improved.
• Cheaper pricing - can provide some concession with the pricing.
• Training - JDA could offer more free training programs.

Incentivized

• Connectivity with Outlook for email tracking - the connection is sometimes lost and there is no notification. You just look for your email trail and there is nothing.
• Electronic signatures for multiple contacts on one document with some fields being optional would be a great help.
• Being able to see contact transcripts in the client record view versus just the transcript screen would be more efficient.

Incentivized

It's still an older system which could use some updating.

Incentivized

We had to contact the company many times because of the problems we were encountering. They were not helpful in any way

Incentivized

JDA WMS was a large step up from our legacy Infor solution. It filled many gaps that we couldn't fill with Infor's system. Rather than continuing to build solutions in-house to account for customer requirements, we decided to implement JDA WMS and use all of that system's capabilities to handled what we needed in our warehouses. Granted, Infor's solutions have probably improved since 2007 when we changed, but those were my experiences back when we changed WMS providers.

Incentivized

Canopy works efficiently for all the companies, more so the CPA firms and other programs have no such advancement. The existence of an individualized client portal from Canopy is a remarkable step. Canopy records the due dates for a project and checks them when they are near or notifies the user.

Incentivized

• Alignment with customer service programs.
• Visibility for optimization and transportation cost savings.
• Vendor performance overviews.

Incentivized

• We have eliminated our admin position as our tasks are more streamlined.
• We can support a year-round client demand breaking the season-to-season cash cycle.
• We're looking to become 100% remote/virtual helping clients all over the country/world within the next 12 months due to this cloud solution.

Incentivized