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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JobBOSS²
Score 7.5 out of 10
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JobBOSS² is the evolution of E2 Shop with the addition of features of the JobBOSS manufacturing software, since the acquisition of E2 Shop's developer Shoptech Industrial Software by ECI Software Solutions in 2020.
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.
Jobboss2 helps with creating routings, tracking hours towards those, and tracking inventory for discrete orders. It does not work well for blanket orders, consignment, or long-term agreements-type contracts with customers. Raw material tracking is completely ineffective with Jobboss2. Costing is quite ineffective with Joboss2. Production/lot planning & scheduling is ineffective and is a huge limiting factor. All of these items require manual tracking in spreadsheets. Jobboss2 has helped us get away from tracking routings with pen and paper and timesheets with pen and paper... but we're still having to use Excel to track consignment, blanket orders, job planning/when to launch new travelers, and costing/quoting. Going from pen and paper routings to digital has been a huge help overall, but the other limitations are incredibly concerning, which has led us to research & possibly switch ERP platforms.
Estimating is great once you learn how to use it, and it makes repeat estimates easier than ever.
Time tracking is amazing for us. It has taken some time to figure out exactly how we want to use the tracking parts, but it's only because it has multiple ways to do the same thing and finding out what works best for us took some time.
Billing and Purchasing are a breeze. The full package is worth the money to fully integrate the entire business into JobBOSS² since it can handle it all.
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.
The staff enjoy the use of JobBOSS2. We don't have many complaints or issues with the software that are not solved. Support for the product has been improving and that is important for long term success. The cloud application is continually being developed and updated. New abilities are being added to assist with the customers that have strict requirements things like governance items
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.
It is extremely easy to learn and use E2 Shop System. It provides everything a manufacturing company might be looking for, starting from entering a new PO to shipping parts. Routers that get created from E2 Shop System also help track parts on the shop floor and is accessible from every where. E2 Shop System also now has an app, which is great when it comes to scanning router steps directly from your phone.
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.
The initial training leaves a little to be desired because it's done by people who know the generalities of the system. However, once you get into one-on-one trainings and tech support calls, they do a tremendous job in these aspects. They go above and beyond to make sure you get what you need.
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.
I assumed there would be more assistance from JobBoss for implementation of the software. I felt it was very independent on my part and I felt unsure a lot of the time
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.
JobBoss was chosen over the competitors for the ease of use, the support that is available, and the price point. The flow of JobBoss's sofftware is easily followed. The support that is available when needed- we took full advantage of the one-on-one consulting time that was available. The Software is very economical for the value that is provides.
