JAGGAER is a procure-to-pay provider in the higher education and government sectors. JAGGAER eProcurement and strategic sourcing customers gain access to suppliers on a scalable, customizable platform. The JAGGAER SaaS-based, source-to-settle solution provides unparalleled visibility, insights and recommendations to procurement leaders and suppliers. The result is a fluid supply chain driven by spend analysis, contract management, and an accounts payable solutions.
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Microsoft Dynamics 365
Score 7.6 out of 10
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Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.
As a purchasing app, it is excellent. I cannot speak to its usefulness in the AP area. it may be less useful in a different environment, such as manufacturing. For research and healthcare use, it is excellent. Also, we use Banner as our ERP. SciQuest is well versed with integrating with Banner. Users with a different ERP may experience less pleasant results.
1. Lead Management - Microsoft Dynamics 365 is well suited for lead management. It provides a streamlined process for capturing, tracking, and managing leads. It allows users to capture leads from a variety of sources, such as web forms, emails, and social media. It also provides a centralized view of all of the lead data, allowing users to quickly identify hot leads and take action.
2. Automating Sales Processes - Microsoft Dynamics 365 is also well suited for automating sales processes. It allows users to create custom workflows and assign tasks to team members. This helps increase efficiency and streamline sales processes. It also allows users to track and analyze customer data, allowing sales teams to better understand their customer's needs and provide tailored solutions.
3. Customer Service and Support - Microsoft Dynamics 365 is also well suited for customer service and support. It provides a central platform for tracking customer inquiries and requests. It also allows users to create custom dashboards and reports, helping to easily identify customer trends and issues. This helps customer service teams to quickly address customer needs and provide a better level of service.
Source to settle: Although we did not purchase all the new applications in the suite SciQuest made, what we did use, worked and worked nicely. With SciQuest you can get a turn-key system.
I love the way SciQuest rolls out changes, measuring customer feedback, and rolling out major changes 3 times a year. Like clockwork you know what to expect ahead of time, deciding whether or not you need a particular enhancement (if optional), having plenty of time to make adjustments in business processes if needed, and/or user-base announcements.
I was always astonished to see both clients and potential clients come to the conferences. SciQuest would allow the "mixing" of clients and potential clients, apparently unafraid of any negative commentaries the potential clients might get. That has always been impressive to me as a techie myself.
Some useful out-of-the-box features, like mass uploads of Leads from trade shows or when qualifying a Lead, CRM automatically creates the Opportunity, Contact, and Account for you, etc.
Really powerful customizations through the user interface to improve user experience. Things like Business Rules, for example, if Field A = 1, then Field B = 2 and Field C = 2, if Field A = 2, then Field B and Field C don't apply, so automatically hide them.
Or other functionality that improves user experience, like Business Process Flows. These walk users step by step through our business process, helping them know when certain actions should take place, and at what point other data is now required. We've used this extensively with our Lead to Opportunity to Quote to Order process, helping users understand the business process each step of the way.
Customizations built on top of the platform now called model-driven PowerApps. You can have connections to "typical" data, like Accounts, Contacts, or Opportunities, for example, but then connect that data to custom entities, records that only apply to your specific business. This is all done through the user interface and allows you to customize and automate specific line-of-business applications for your specific needs.
Behind the scenes, D365 CE is built on SQL. So the data conforms to industry standards and makes it much easier to interact with. Your developers and IT team will thank you.
Their existing pricing model for the number of Suppliers onboarded or removed has been a little disappointing as there are times when suppliers do have to be switched out.
They have greatly helped in making UNSPSC updating easier, but I would like to be able to get an extract with a delta that would make it easier for us to update our ERP as this information needs to be stored on both sides.
Microsoft Dynamics 365 storage & license cost can prohibit some large deployments or even cost-sensitive small projects from using the platform (although I'm certain most deployments would realize a positive ROI if implemented correctly with process automation).
The cost and licensing document for Dynamics 365 is 61 pages and will take a rocket scientist to understand it. It's better to just have your Microsoft help estimate the cost if they are willing to help you that.
The documentation on how to first fully understand the Out of the Box default solution and settings is lacking or even non-existing. This has the potential to derail Dynamic 365 launches and implementations from the gitgo. Want to use an out of the box entity?.. well it's probably related to 5 other entities that require configuration and full understanding of it to successful implement. And you ask where is the laymen guide or instructions?... User groups and forums. In Summary, Microsoft can up its game in deployment training and supporting documentation.
Microsoft needs to incentivize more external platforms to build app connectors for easy integration, such as ZenDesk, Slack, Tableau, etc. Even the current connector apps such as Salesforce, MailChimp, Docusign are useless or don't work at all.
Several limitations inhibit successful Dynamics 365 deployments such as: limited number of Rollup field calculations (summarizing fields on child/related records), limited number rows that can exported to Excel via advanced find, Dynamics 365 files, log and database storage size limit is extremely small and will always require purchasing additional storage (for Online deployments).
New user buy-in or acceptance or system platform changes can be difficult if a solid change management plan isn't enacted.
Don't expect much help from Microsoft on implementation or solutions unless it's a technical flaw with the platform. Microsoft relies on their MVP partner network to consult for implementations at a hefty cost. Hiring a knowledgeable and savvy Dynamics 365 System Administrator can reduce the need for consultant support; of course, this is dependant upon many many variables.
Simplified and user friendly system that has been implemented across our entire institute and with all of our vendors. We really like this program and it works well for us. Changing to another program would be a significant time investment and hassle
CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place. We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade. We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.
There is a 3 month learning curve and then the features are easy to use. My AP team processes 400 invoices daily through the system. The things to watch for are vendor billing mistakes (no/incorrect PO number, information discrepancies) and buyer purchase request inconsistencies. Those are part of AP anyway so maybe it is what it is. The Sciquest AP software performs as designed some improvements needed. In our system I have documented a list of 60 improvements that could increase throughput up to 50%. Those improvements include making the AP records GUI format more customized for AP purposes, and improving the QC tolerance functionality, which can be laborious to sync (Match).
My review can help others to choose the correct CRM like Microsoft Dynamics 365 CRM. I see lots of great things in Microsoft Dynamics 365 that make your business easy and smooth also MS allows users to customize the software according to their needs. So Thought I should share my experience with others.
They have had only a couple of very quick occasions where they were down for 1-2 minutes. One time they had a problem adding attachments. Very Reliable!
Having used SciQuest for over five years and having their competitors, SciQuest offers the best user experience and integration between vendors and ERP.
They usually respond to medium-to-low priority issues very quickly, and high priority issues almost instantly. Their support team is knowledgeable and responsive. Their Supplier Enablement team is very good and is a feature that most of their competitors don't have. The company makes a serious effort to maintain good relationships with their customers.
Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
We had an internal project manager who was well versed in PMI methodologies. I think the implementation would have gone far less successfully, or may even have failed entirely, without her. She was able to do all the things a project manager is supposed to do, and in an ordered and organized manner.
We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.
Again, our SciQuest system integrates with Banner. Banner does have a way to create, approve and report on POs. However, the SciQuest product is so much more user friendly, so the learning curve is very steep. Also, SciQuest gives us a lot more detail in our reporting and PO history, which is helpful when trying to remember what happened 6 month ago
Microsoft Dynamics was part of a system overhaul for a local school, and we looked at many products. If we had used it for a company with low turnover, then it might have been more feasible. They needed something a new person could learn quickly, someone who might also be learning marketing terms at the same time - especially if there is nobody to train the individual now expected to know the system. Similar issues occurred with all of these programs (we called it being too big for their britches), and one of the bigger things we liked was that it is more compatible with MS Office products in both technical and visual appeal. If you have a steady employees who use a CRM consistently, low turnover, and those who are very familiar with Office products, Dynamics would be the smartest option for you. Unfortunately, this was just not true for the school environment
On our purchase, I'd been interrogated about our usage. Our needs are met by Microsoft Dynamics 365, which is simple to use. With so much data and information available, we must ensure that it is presented correctly to managers. Due to a lack of use, we don't have to spend as much money on Salesforce.
Highly reliable remotely hosted PTP solution that interfaces with our remote OCR vendor and with university sited operational servers. Twice a year over the last 3 years a SciQuest/OCR system file handling or network problem occurs that gets fixed within a day.
My company's preferred program right now is Microsoft Dynamics 365. We use it to keep track of customers and important sales metrics in a streamlined manner. Anyone familiar with CRMs will find the tool extremely useful. Considering that we have a good turnover, this product will be used for its basic segments. As a result, there are few chances of error with Microsoft dynamics because it is so easy to use. Many options for recording data on these leads are available. It meets our needs and pays off.
Customers seem to be fine with selecting requisition items and having them pushed back via carts to a legacy system.
Converting one's legacy ERP system to a SaaS solution may prove to be too much of an overhaul in regards to converting to a new set of rules which do not fit exactly with current business processes. The inability to enhance in great detail is also a drawback for customers coming from a highly modifiable system.
For those without a centralized, all in one solution for major HR, Finance and other departments, Microsoft Dynamics 365 has vastly improved employee time utilization and profit.
Migrating clients from on-premise to the cloud has reaped benefits including better security, no unscheduled downtime and frequent updates to functionality.
Those transferring from cheaper solutions have lost money in the aim to be better integrated with other Microsoft products and AI they don't really utilize.
