Epicor Prophet 21 is an ERP for distributors, allowing companies to manage their supply chain with one ERP, with industry-specific functionality, cloud-based applications to modernize operations, connected ecosystems to ensure visibility across the organization and AI-infused solutions to drive efficiencies.
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Sage Intacct
Score 8.6 out of 10
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Sage Intacct is a cloud ERP system targeted at high-growth small and medium-sized businesses. Intacct includes applications for core financials and accounting, purchasing, order management, and financial reporting and business intelligence. It also integrates with 3rd party software like Salesforce.
Epicor seems to handle order management very well. The process flows from start to finish smoothly and is easy to learn. Regarding service orders and related jobs, the process is not intuitive and is very clunky. Locating all the details of a service order is difficult and definitely requires training from someone experienced with the system to learn how to navigate it. Ensuring everything is entered for billing and/or follow-up needs for service orders isn't always easy, from what I have seen. I don't work much with the service orders side of our operations, but what I have seen has given me the solid impression that there are areas for improvement.
Sage Intacct is well suited for below areas 1) Integrations with third party applications 2) Contracts module for billing based on milestones and Direct Invoicing 3) Customer communications for Pending Invoices/ Dunning 4) End to End Procure to Pay module for vendor payments 5) Bank reconciliations by integrating with Bank Portals Sage Intacct is less suited for 1) Prospective MEA Allocations 2) MEA allocations during Partial cancellation of contracts 3) Past due reminders for customers 4) Exchange rate history is not available in Intacct.
Excellent roll-up reporting of various categories of expenses across multiple depts. Data is not siloed when we want to find all revenue sources across business entities, for example, or even down to details such as what is spent on "discretionary" expense elements.
Coding nomenclature is flexible and makes sense across business areas. Again, this allows for both more effective capture of data and with reporting slices and iterations.
Sage Intacct's open architecture (availability of APIs and already existing hooks) has made integration with other system tool-sets easier than we would ever have thought.
Some background technologies are still a bit behind the current development technologies in the market.
Only started offering a Web-based front end to Prophet 21 in the past year, and it still has a number of limitations not present in the client-based program
When new iterations/version are released, there are often significant bugs that require opening Support Requests
Epicor (P21) Support is still not the most responsive or efficient
I've used Epicor Prophet 21 for about 12 years (in various iterations). It started out as CommerceCenter by Prophet 21 then became Prophet 21 by Activant and then Prophet 21 by Epicor. So frequently, when a software company is acquired, it stops being great. That has not been the case with Epicor Prophet 21. Over the years they've been under Epicor, the product has just gotten better and better, with major extensibility enhancements and new mobile components coming online.
Sage Intacct is continuously evolving and increasing it's functionalities. I am excited to attend conferences to learn what is in the roadmap for future releases. Additionally, using Sage Intacct allows me grow as a professional, I am really enjoy the knowledge that I have within the product to be able to share my experiences.
Too many tabs and hard for users to understand where to click - took a year to get comfortable entering sales orders, and I'm pretty good with technology - I can't imagine for others who aren't as comfortable. Not clear who to go to for help - limited help files, especially for process transactions.
The ease of use as a seasoned user is wonderful; however, new users struggle to adapt to the program efficiently. Better training videos--all in one location--would be beneficial. The use of a "sandbox" environment is a great tool for new employees or for the fiscal department to test certain journal entries or other transactions to verify accuracy of data.
When hosted locally, you don't have to worry about outages unless the power goes out and the battery backups fail. It can also be hosted in the cloud which is as reliable as your internet connection. There's really no concern for outages in the software by itself. Outages are controlled by external factors.
There has only been one occurrence where Sage Intacct was not available to me, however I had already been working a number of hours trying to get a project completed. It honestly allowed me to step back and take a much needed break.
I do feel like there are some screens and reports that could be streamlined. Prophet 21 likes to load features all at once when going into a program but a quicker load time into order entry, for example, is worth having a little latency while a non-essential tab that doesn't get used very often is opened.
As fas as integration is concerned I don't feel this slows Sage Intacct down at all. However, sometimes I do feel it takes some larger reports more time to load due to all the detail. As well as, I "move very fast" in my motions so sometimes I double click on fuctions too quickly and the system seems to think that I have a duplicate request.
Many times, I am asked the same questions I already put in the case. Or am given a KB to look at that I've already tried. Or other times I do not understand what the technician is asking me to do so I will ask for help repeatedly going back and forth. Contacting us and setting up a call is easiest but sometimes the scheduling takes time and the case just sits there stagnant. They have usually solved most of my cases though
Only a few times have we had to reach out to support, and every time we did, we received a relatively quick response and a solution was found fairly quickly. Only once was there an issue that took longer than a week to resolve, but it still did eventually get solved.
The on-site training was great. I give it a 9 because the trainer was a chain smoker who had to excuse herself a lot to smoke. Kind of unprofessional. She was a very good trainer though.
I have taken in person training classes at several of the annual Sage Intacct user conferences. It is very interactive and the trainers are very easy to follow and understand. They are great at getting everyone in the class involved. They also make sure everyone has learned to task before moving to a new one.
I had a great time with the online training. Most of the online trainings were live which meant you had opportunity to interact with instructors. I liked trying to derail them by posting funny comments to the chat window. The only complaint I had about these is they weren't recorded for later use. Well, another complaint is that they were sometimes too short.
The free training is very minimal. For what we pay for the service, I would like more training. We end up training new users in-house because the provided free training is not nearly comprehensive enough. That being said, the training provided, for the material covered, was adequate and relevant for the given topics.
The overall implementation is smooth. Prophet 21 sends someone on-site for as many days as you need them to step through the initial implementation. Data conversion is the biggest trick. Make sure you get help with that portion of implementation. Also, be sure to offer plenty of training incentives to keep people coming back for more training. A little money spent up front will save you tons of headaches later.
I would not use a thrid party administrator to implement your system, especially if you are going to be modifying the system at all. Use Intacct implementors as they will be able to better support you on any issues that come up after you go live.
I have not looked at them in detail, but have received a lot of positive comments through out the industry, we're on the fence in regards to viability of cloud based solutions, but from the information we have received it seems like NetSuite has developed a good solution for the industry.
We evaluated Sage Intacct alongside many other options, but Blackbaud and NetSuite were the frontrunners. They all were cloud-based and capable systems, but for our team, Sage Intacct was the clearer choice for a few reasons. First, usability. Our team has varying levels of accounting experience, and Sage felt more intuitive across those different levels. The others could be powerful, but it also felt like it required more technical depth to navigate day-to-day, which was a concern for a small team. Second, functionality out of the box. Sage Intacct had more of what we needed built in without requiring a significant number of add-ons, which kept the solution simpler and the pricing more predictable. Third, nonprofit fit. Sage Intacct is purpose-built for organizations like ours, and that showed in the functionality available and the system's overall design. And finally, our implementation partner, RSM, was well-versed in Sage Intacct and gave us confidence that we would have the right support behind us. That partnership was part of the overall value of choosing Sage.
Prophet 21 is very reliable. The database is robust and well designed. The application is also hard to break. If there's one feature I don't like, it's that they haven't accounted for the dreaded single quote. That's kind of the bane of Microsoft SQL's existence. They need to escape that character in every field that will accept it in the system. Otherwise, the system throws all kinds of errors and many times will crash.
Positive - It runs better than our old software when we all work together, rather than having to sign off on each other and deal with syncing issues.
Negative - It's not as easy to go back to fix an amount, a date, etc. Sometimes, a very small mistake needs to be corrected by voiding and redoing the entire transaction.
We can successfully sync other software we use with Intacct! It reduces workload when things are automated.
