Certinia ERP Cloud automates financial management on the Salesforce platform. The customer-centric ERP software includes a general ledger, automated billing processes, and financial intelligence.
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Epicor Eclipse
Score 8.9 out of 10
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Epicor Eclipse is an end-to-end business system for wholesale distributors, as well as electrical, HVAC, plumbing and PVF businesses.
For accounting systems, users and/or evaluators often want to see some type of matrix or "heads up" comparisons of specific features and functionality of a system in key areas such as: 1) General Ledger 2) Order to Cash cycle 3) Purchase to Pay cycle 4) Cash management 5) Inventory and/or Cost Accounting (Projects/Jobs, etc) 6) Revenue Recognition 7) Fixed Assets management 8) Budgets 9) Tax 10) Reports and Analysis It would be great if this kind of matrix existed to be filled in by reviewers so that others could benefit from their perspectives about the applications and how they address or handle the specific features/functionality. With respect to FinancialForce, the company has found that nearly all the key features it needed were available from the application.
Eclipse is well suited for quick order entry where the source is a formal purchase order document or a phone call with a known customer. In these scenarios the order entry process is quick, and order processing is smooth even if the customer has a lot of "special" requests like shipping part today and holding the rest or shipping some of the order to other addresses. Eclipse also works well if you have a good database of products, especially in searching for products where only partial information is known or finding existing orders where all you know for sure is the customer. It is not particularly well suited for Point of Sale where a walk-in customer who doesn't have an account wants products for which part numbers are not known, due to the requirements to release an order for a customer with no credit.
Sales Order tracking, even returns are strengths of Epicor Eclipse. It can be set up to match returns to previous orders so that the correct credits are applied. It is capable of setting up contract pricing as well as matrix level pricing according to sales velocity or individual customer buyer programs.
Purchasing can be set up to work by full line buys or short buys while still maintaining a balanced inventory level of vendor line product.
Vendor Invoices and purchase orders are easily matched up for payment and the diverse reporting features are able to provide multi-faceted views of Product Sales, Items with No Sales, or Sales or Purchasing trends, just to name a few.
It is also tracking warehouse operation in both RF and non-RF environments, or a combination of the two.
Since SalesForce was not made with accounting in mind, building FinancialForce as a module on top of SalesForce gives problems because the overarching architect of SalesForce cannot facilitate all the accounting requirements.
The FinancialForce integration team was not very good, and did not help us set up our FinancialForce very well. Their customer support is also lacking and takes a long time to respond and troubleshoot our problems.
FinancialForce doesn't actually build financial statement reports. We were only able to run a trial balance, and we had to build the statements ourselves in Excel.
The company has now converted its legacy, "home grown" operations system and built it on the force.com platform, and the integration between it and FinancialForce is deeply entrenched. No other application would be able to replicate this functionality, and the company will be able to scale and leverage the force.com platform as it grows.
I use it every day and can't see a reason why I would stop unless I started a new job. If I were to leave my present position, the new job would be much more attractive if they were Eclipse users.
Change management is always an issue, but the evidence of the application's usability is that both long-time employees (used to the legacy systems for many years) and newer employees have been able to learn the system and improve their business processes.
This is very easy to use for someone that hasn't ever used the system before. Despite any preconceived notions about how a system should function they can learn this and become efficient with really not a lot of effort. I have used many systems and this is probably one of the easiest I have ever had to learn to navigate and use.
Unless the internet is completely unavailable - which has not happened yet - the application is always accessible. Since FinancialForce is built on the force.com platform, it's uptime is tied to Salesforce security and system performance standards
I haven't experienced any outages in the two years I have been using the system. It is always available as long as the computer is up. The only time I have seen it not be available was on occasions where we lost internet, or power and then we lost access to everything, not just Epicor Eclipse.
Everything in this system moves fairly quickly, that may be in part because we are a small company with only 21 users on the system at a time, or it may just be a the way the Epicor Eclipse works for any size company with any number of users. I can only speak for what I know and say that it is fast for our purposes.
The response time for FinancialForce is exemplary. Immediate acknowledgement of the support request by automatically logging a case/ticket on the provider side, then less than 24-hour follow up by a support team member with specific questions, information or resolution for the issue.
The tier 1 support is trying, and sometimes they are successful. Sometimes they aren't. This topic isn't as black and white as the questions might suggest. Currently their Tier 1 support team is over seas, all items automatically go to Tier 1 and then when they can't help they either escalate it or tell me they need to check with someone else and they will get back to me. If they escalate me to Tier 2, then the issue comes back to the States and the support is usually at a higher knowledge/experience level and it can get resolved fairly quickly. If they don't escalate, then it might take weeks and multiple follow ups on my part before I either get a satisfactory resolution or finally get escalated.
The training classes that I have attended have been top notch. The presenters are extremely knowledgeable on their subject matter, including real-world application of the system. They aren't just software techs training end users, they seem to be end users that have become experts in the over functionality and capabilities of the system.
Through its Xtra login website available to its customers, FinancialForce offers a complete set of online, video tutorials, training and documentation. Each tutorial is "bite-sized", meaning it imparts instructional, step-by-step information in 2-3 minute narrated videos. For a particular cycle or process, like invoices to payments for example, each tutorial builds on the last so that the user can get a complete picture of the steps and process in less than 10 minutes.
The on-line training is very good, and it is taught by the same people that do the live in-person training sessions. The difficult part of it is, asking questions about your specific company's nuances or special circumstances. I don't remember if you can access the on-line training sessions after you have taken them for reminders purposes, but if so that is a great asset.
The company decided to run parallel for three months in order to soften the impact of the change from the legacy "system" - which users had been interfacing with for over a decade - to FinancialForce. While not recommended, this did provide time for the in-house "super user" team of 2 people to become completely familiar with the application, and thus provide hands-on training and be a resource for the users who would be processing the daily accounting transactions.
I don't really know about the implementation, it was back in 1998 and I didn't start here until 2016. By the time I started here they had been running it for a number of years and most of the people that were here when it was implemented are no longer here, and the ones that are don't really have much to say about how the implementation went either bad or good.
FinancialForce Subscription & Usage Billing has more features, more useability, and manages higher numbers of customers. The systems I have used in the past are easier to navigate but couldn't handle this number of customers.
Most of my experience has been with Epicor's Prophet 21. For most distribution verticals, Prophet 21 is the only way to go. The comparison I've drawn is this: Prophet 21 is like a ferrari. Epicor Eclipse is like a reliable donkey. Both get you from point A to point B but Prophet 21 is going to get you there much quicker and with the kind of insight into your business that will help you thrive.
I don't really know about the scalability. It's the same as it was when I started, I do know that you can buy more user licenses, but I think they come in packs of 5, which can be a problem if you only need 1 and will never use the other 4. But, again I'm not sure on that.
One of the main positive ROI impacts has been the constant upgrading and adding of new features to keep the software user friendly, relative, and robust.
Our credit manager has said it has made their job easier with daily reports to catch pricing discrepancies and straighten out before they go to invoice makes us look better.
With the addition of sale analytics it has given our sales force tools and new approaches to our customer base which has raised profitability.
