Dashpivot - By Sitemate vs. Microsoft Dynamics SL

-Great replacement to filling manual forms. Helps digitise the entire process and save loads of time - Can be easily customised to your needs - Very simple and effective user interface - Great team behind Dashpivot. Always available to solve your needs. - Can easily analyse information in the filled forms. Though the analytics can be further improved

For a small to mid-size business, MS Dynamics SL is effective. We are capable of managing our finances with a very low risk of error. We have worked with MS Dynamics for almost 15 years and have more than doubled the size of our business in that time with very few issues from the program. We have exponentially increased our revenue and reporting demands and have found SL to be very dependable and stable. The program does have the occasional glitch and those are sometimes outside of the realm of expertise of our IT department. SL support is excellent, but their timeliness is not as urgent as ours.

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• Soooooooo easy to set up and use! So user friendly a monkey could do it.
• Customer support is phenomenal. Phone, email, online chat. Easy to follow instructional videos. No call centre in Thailand.
• I love that you can use pre-filled data. Type up lists once and NEVER have to hand type them again! Just click!
• Tagging! Being able to categorise photos to particular categories for enhanced search functions. Brilliant!
• Fully flexible customisation. All the templates we have created we have had full creative capabilities with. I haven't found anything yet that I wanted to do that couldn't be done. I was even able to add three pages of terms and conditions to a purchase order template.

• Provides flexibility for complex project based cost accounting
• Strong and flexible allocation processer for cost allocations, markups, and pricing
• A "Flexible Billing" module under the project controller series that allows for multiple billing formats ranging from fixed price schedule of values, T&M or Cost Plus, and scheduled billing.
• Flexible reporting with options using Crystal Reports, SSRS, a Quick Query tool, and ability to tie into MS Office tools such as MS Access and MS Excel
• Tight integration with Financials, but also the ability to integrate with modules such as Sales Order, Inventory, and Field Service
• Customization abilities ranging from a VBA (visual basic for application) foundation to allow customizing existing forms to the ability to use the SDK (Software Development Kit) to build more complex customizations that integrate with Dynamics SL.

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• To send the induction template to every sub contractor to fill out and send back to us before entering site. Once we have the basic information we then can do the induction and sign off after completing the induction. Each induction could generate a number and it could form a list of names to a number on a register.
• Site safety audit. If we could carry over a problem to create a list that has to get signed off ones done. That would be very handy.
• Every one of our files generated is to be able to be re detected back on our own business server.

• Reporting in the Project module is lacking functionality. I understand that most companies have specific needs when it comes to tracking project information but the standard reports are not good.
• I would recommend a product like Management Reporter that is for Projects only. Project Reporter should allow users to pull in all Project related data into reports.
• Fixing suspended batches. Obviously all of us users have experienced this mess. SL knows what needs to be corrected and there could be some step by step fixes in a separate repair module to do the steps we do in Query Analyzer.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I could NEVER go back to life before Dashpivot.

Unfortunately, Dynamics' lack of ability to smoothly integrate with our CRM system is causing us to look at other solutions. The efficiencies that we gain by using Dynamics for our day to day accounting are lost in the constant headaches of getting sales quotes to import properly into the system for invoicing. Another major issue for us has been budgeting and reporting. We currently do all of our budgeting and board reporting in Excel, which is too time consuming and inefficient, especially when a system as robust as Dynamics should easily be able to handle this relatively simple task.

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It is so simple. I put off getting an online system for sooooo long because I dreaded the thought of getting a new system, having to set it all up and having to teach everyone how to use it. I also envisaged me being the port of call every time it stopped working or people didn't know what they were doing. I now wish I had done it a long time ago. The set up was so basic. I had 45 minutes of training over the phone in front of my PC and I was set to go! By the end of the day, I had already gone from "I'm just going to start off with Site Diaries and implement everything else gradually" to "this is bloody amazing, everything is now on Dashpivot and everyone is using it!" We converted our entire site and internal systems over to Dahpivot by Site Mate in the space of a day! True story.

I rate it a 10 because we have removed the fields we don't need so users can really crank the data into the system. The software was designed for the professional services firm in mind but does a tremendous job for construction firms and "blended" companies that are both distribution firms but project centric as well. Perhaps they drop ship inventory to a project where their employees or subs need to work on a project for example.

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We have had only one unplanned outage for 2 hours in the last 30 months. We shut down for 30 min to 1 hour once a month, but that is for Microsoft OS updates to the servers. Being a 24/7 world wide operation, the reliability is really important. We do get an 8 hour window on the weekend that we can be down for a short period to install Microsoft Dynamics SL updates, but we do not have many of those. On our last version upgrade, we shut the users out at 9:30 am and were fully operational in less than 6 hours. The upgrade was New SQL server, New SL server and 2 new Citrix servers.

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At the beginning of my use of the phone application, it did not support the Arabic language I contacted customer service and my request was taken seriously, and within a short period of time, a phone application was updatet to support the Arabic language

Support is only used when needed, so unfortunately ,they get all the odd issues. It's a difficult business, but Microsoft and our firm do a great job of meeting customer needs. We get routine feedback that our support services are very good.

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Implementation was super easy and dare I say fun! I thoroughly enjoyed the implementation process. We all got excited coming up with suggestions and ideas for what we could implement next.

Just to let it take its course. The implementation for me once I became a part of my former organization was pretty seamless. Just get to know the basics and call the support team to ask questions if you need help on an issue, should they arise. They are ready, willing, and able to help!

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Some onsite audit tools are hard to use, they do not transfer well to a mobile platform. Dashpivot is easy to read and use on any mobile device. Additionally other platforms make the document build cumbersome, DashPivot is simple and easy to develop or copy new tools.

Of the comparable mid-range ERP systems, Dynamics SL competes at the lower end based on price, but also above the high-end based on flexibility, data, and reporting. Being able to stay with the same core accounting from a $100 million dollar company to a $3 billion dollar company shows the range of capabilities.

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Independently Invited by TrustRadius

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Since the backbone of the database is MS SQLServer, the database can be easily scaled.

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• Dashpivot helps keep track of the resources and finances being used in a project making it easy for us to make well-informed decisions.
• It usually would take a day to get the report to the Project Engineer, but with the Dashpivot the reports are almost instant with a good internet connection.

• More time is spent on manipulating reports which can and should be automated.
• Lack of electronic invoicing process and other green technology features creates more cost on printing and storage costs.
• The lack of a user friendly interface requires more training and a bigger learning curve for staff.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info