JobBOSS² vs. Microsoft Dynamics SL

I would recommend JobBoss to any colleague in small—to medium-sized manufacturing firms. Although I am not convinced that it will be able to handle advanced data from larger firms, it should be able to handle everything small—to medium-sized businesses require. JobBoss is great.

Incentivized

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.

Incentivized

• 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.

Incentivized

• 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.

Incentivized

• quoting - limited functionality currently
• costing of jobs and parts - there is very limited information on how their calculations work and limited customization of costing. Most of the job costing or margin reports are inaccurate. Costing is a black box with Jobboss2 that doesn't allow you to better understand how they are calculating nor the ability to tweak the variables of those calculations to align their reports and models with the way your organization costs and prices jobs.
• Raw material inventory and resource tracking for jobs - we don't even use the raw material function because it's inflexible. When you quote raw material, oftentimes you ask for one size diameter of raw material...but the vendor may not have it and often the next best size instead. When/if this happens, you'd have to delete or re-add the raw material to jobboss2 and re-assign that size to every part that's used. You'd, in theory, have to have every possible size of raw material and every spec of raw material that you use in Jobboss2, and you'd still have to re-assign it all of the time to different parts when you couldn't find the ideal size of material. This is a huge gap.
• Automatically logs you out while using the platform, even with only one tab open. We'll be actively using jobboss2, and even within a minute of login, you click on a module of jobboss2, and it will ask you to log in again. Very frustrating.
• Inability to open multiple tabs in Jobboss2. We need to crossreference information all of the time, comparing inventory, last jobs routings & dates, and costs which we try to pull up multiple tabs in jobboss2, but it does not effectively allow you to do this. It's slightly possible, but oftentimes will log you out of your session as soon as you open a new tab.
• Blanket orders and consignment - Jobboss2 is ineffective at allowing efficient tracking of blanket orders or parts on consignment. There's no functionality for consignment tracking of parts as you try to track replenishment buckets.
• Customizable reports with more field and table selections - reports can be customized but only with the fields that Jobboss2 provides for that specific report. We need to link other tables from the database to be able to see the information that we need, and jobboss2 does not easily allow you to link a new table into reports to add additional fields that you want or need to see. For example, in Salesforce...you can pick specific tables that you want to link together and pull any field that you need. Jobboss2 only allows you to see the specific tables that they pre-built for reports. If you need another field that's missing on the report, you'd have to know SQL in order to add it vs. a user-friendly report builder that anyone non-technical would be able to use, which is standard in most other software platforms for ERP or CRM.
• material/inventory forecasting to plan when you need the next job - this is incredibly limited. We typically look out for 2-12 months to plan when we'll need the next lot for a particular part. Jobboss2 material forecast will only let you look at the next 4 months as 4 columns and then it groups any months beyond that into one 5th column. You should be able to set a specific time horizon (i.e. from today to 12 months out and see the stock level and orders needed for each of those next 12 months. As a result, we still have to use manual spreadsheets to plan our production and scheduling jobs.
• jobboss2 upcharges for most new features or modules that you want to add. For example, they've built reports that would be incredibly useful for the majority of their customers, but they charge to add one simple report because it's considered a customization.

Incentivized

• 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.

Incentivized

Jobboss tends to have a very steep learning curve and isnt always useable for a lot of manufacturing staff. Buy-in to utilize the software was and continues to be a challenge as staff needs to track & input components so that info on Jobboss is up to date and reliable

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.

Incentivized

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.

Incentivized

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.

Incentivized

Have had no issues with availability

Incentivized

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.

Incentivized

Have only had minimal issues with slow processing

Incentivized

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.

Incentivized

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.

Incentivized

Our trainer was very knowledgeable and helpful.

Incentivized

The videos and live seminars were helpful but not all were as in-depth as needed.

Incentivized

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

Incentivized

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!

Incentivized

We really didn't compare too many other ERP systems. Unfortunately, I was not involved in the decision at the time it was made. We used to have E2 but we were kind of forced into upgrading because E2 would no longer do software updates. Very fluent transition from E2 to JobBOSS².

Incentivized

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.

Incentivized

Ability to add individual data collection seats instead of purchasing in bundles

Incentivized

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

Incentivized

• We have seen improved visibility of our jobs and on how we quote our products to our customers.
• It is nice to be able to see what is running on each station, who is running it and what part of the process the job is currently at.
• I also like the Data Collection module as I can see in real time what all the employees are currently doing.

Incentivized

• 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