CaseWare vs. SAP NetWeaver BPM

CaseWare Cloud has made it much easier to manage our practice. We use CaseWare Working Papers and the SmartSync Server for all our GIFI and Compilation engagements, and it has provided many efficiencies when working on these engagements. It has also proved to be very useful when tracking time and billing our personal tax clients. We are able to keep relevant info for all our clients under the entities section, which has allowed us to maintain a high level of client service. I would recommend CaseWare Cloud and Time to anyone looking for tools to help manage their practice.

Incentivized

It is well suited when we need to integrate business processes with SAP ERP and SAP CRM - the solution can be integrated with business rules/procedures defined in SAP ERP/CRM and NetWeaver can be used to monitor the rules and flag off exceptions. When there are multiple workflows running, it tends to slow down running of these processes. Also, it entirely depends on SAP portal for it to run efficiently.

Incentivized

• Invoicing is very simple and highly customizable.
• CaseWare Time is easy to use and it is convenient to have the ability to set billing rates for individual staff and time codes.
• The memo section for entities allows us to include detailed notes and relevant info for clients in a space that is convenient to access.

Incentivized

• Virtual paper trail. Iterations of process and current documentation are all stored as "artifacts", leaving a great trail.
• Configuration of users. BPM somewhat magically determines which users will be impacted and automates rules.
• A pro (that is also a con) is the design interface. If you know what you are doing, it is incredibly powerful and malleable.

• Under the list of entities, it is not possible to show or search phone numbers. In order to do this, we had to manually move all of our client phone numbers from each entity to their corresponding contact. It would be much more convenient if there was a way to export phone numbers from entities to contacts, or if you could simply search phone numbers from the entities screen.

Incentivized

• Live readings would be nice.
• Easier to maneuver
• Work with all systems with the press of one keystroke

Incentivized

As a big fan of SAP in general, the BPM solution fits right in with all the other things SAP does well, and does it with incredible efficiency

We have our own tech support for systems, I would say they probably could use more training on it, I don't really think it's anything regarding the SAP system, but more the knowledge they have on the system itself. It seems to take longer for them to fix any issues we may come across.

Incentivized

We researched similar products from Wolters Kluwer before making our purchase. We felt the features in CaseWare Cloud were better suited to our needs. Our previous experience with CaseWare and our desire to continue using CaseWare Working Papers is the main reason we made the decision to choose CaseWare Cloud.

Incentivized

I found the initial setup of NetWeaver is much simpler than other products especially in an SAP environment where we have SAP ERP/HRM/CRM as it can be well integrated with other SAP products. The only drawback is the need/dependency on SAP Portal. It is better suited in an environment where SAP ERP is running.

Incentivized

• Increased accuracy of billing
• Better time management
• Secure storage of CaseWare Working Papers files
• Effective client management

Incentivized

• Helped us harness integrated benefit from having SAP ERP/CRM by leveraging NetWeaver to define business processes/rules and monitor exceptions
• Did not have any negative experience except for the fact that at times when multiple rules run, it can be somewhat slow

Incentivized