Microsoft Dynamics SL vs. PlanSwift, by ConstructConnect

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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I use PlanSwift for all my projects - it has just cut my time by a major percentage when it comes to quantifying a blueprint. At times there are funky areas, which are just hard to calculate on paper. It also has a great tool for scaling according to the dimensions, so if a drawing is missing a scale, you can always allot a scale by giving directions and then marking the points. I use this tool to check the scale as well - sometimes the drawings say something but the scale if off and you are left with an incorrect take-off. The dimension tool is a good way to check that. We don't use it much for pricing purposes though, we have found other software which are more robust when it comes to estimation, but we can see using PlanSwift for pricing sometime in the future.

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• 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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• Easy to use and intuitive.
• Accurate data to use for projects, allowing for a central hub for all teams to work from.
• It's a central stop from take off and plan review all the way to plugging numbers into our estimating.
• The ability to link through SharePoint, which always access from any user and location.

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• 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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• Submittals are not user friendly in PlanGrid. In fact, this is the one feature we would like to see improved.
• Billing is based on how many users you have. It would be very nice if they would do it based on revenue or other factors such as other programs do.

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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's become the go to program for our takeoffs. We have tried others but this is the simplest.

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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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Plan Swift is a user friendly program that makes takeoffs easy to perform. Not a whole lot of knowledge or skill is required.

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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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Never had an issue

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Plan Swift is only as fast as your computer system and internet

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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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I have called once needing support. I was asking about the "compare" tool to compare different versions. They told be about their desktop app and I downloaded. They answered quickly, you could understand them, and they took care of my question

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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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just know what use you want to get out of it. In our case it was just to do area take offs.

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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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Bluebeam is amazing and can accomplish any take-off needs, but you will spend much more time creating your conditions and take off items. It is not as user-friendly as PlanSwift. OST (On screen takeoff). This product is by far better than PlanSwift, as it is amazingly easy to use. However, it is much more expensive. Cloud-based takeoff software -- this kind of software is difficult for me to use because of how slow the pages load and navigate. It's hard to beat that from PlanSwift or OST.

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

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Several of our departments can use the take off feature to assist them in their job responsibilities.

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• 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.

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• The estimators' productivity is greatly increased, I do takeoffs in less than half the time with more accuracy and detail captured.
• Easy sharing of what was taken off, I'm able to ensure everything is captured.

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