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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Global Shop Solutions ERP Software
Score 5.5 out of 10
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Global Shop Solutions ERP software provides applications used to deliver quality parts on time, from quote to cash and everything in between including shop management, scheduling, inventory, accounting, quality control, and CRM. Available in the cloud or on premise, the solution aims to give its manufacturing customers real-time inventory accuracy, improved on-time delivery, lower administrative costs, increased sales and improved customer service. Headquarters in The Woodlands, Texas includes…
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.
We need an all-in-one ERP system, and it suits basic needs. If you are looking to utilize reporting or utilize the CRM you will have to learn to format the information you are able to pull to make it manageable and easier to read. This ERP uses a Crystal Reports system that needs to be converted into Excel or another software program to sort and identify anything. There are a lot of advantages and I am sure the issues we are having are because of how our staff is using this system or has set up this system for our needs.
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 layout is dated and hard to navigate at times. You need to go into different sections to access functions of the system, which can be confusing - this is one of the largest frustrations we face because we need to search for sections that are not commonly used.
Updates seem to cause issues with the overall system and it takes several attempts with customer service to get issues resolved. We are behind in our updates because of this. Each update push causes us to shut down because sections then don't work correctly due to patches needing support to completely update them. We were unable to access customer transactions for a good part of the day because of the last update.
Errors happen more often than not. We have random errors pop up that cause us to have to close out the system in its entirety, losing any work we have done. We need to restart the system and hope other errors don't populate before we can move forward. Calling customer support is not helpful with this, we are told that these errors happen sometimes. There is not a fix.
Part/Router numbers randomly disappear. The Router/Part number will need to be rebuilt before we can move forward. It's frustrating. Again, customer support can not tell us the root cause of the issue.
Help section of Global Shop Solutions is not helpful - it has a lot of technical jargon and at times is not easily understood. There are many sections that look to be more IT-based than user-based. Also, there are out of date sections so you might not be able to find what you are looking for. Training modules available for an extra cost.
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.
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.
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
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.
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 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.
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.
We have used the CRM for the last 9 months to support our sales team. Now we can see interactions, followup practices, opportunities and adjustments in one section. This has allowed us to better service our customers and make sure that followup is done.
