Likelihood to Recommend Do you plan on going public at some point? If so, this may not be the best solution for you
Read full review It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Read full review Pros I like the ease of use and the implementation methodology. With SAP Business ByDesign you can integrate other systems with Web Services, and data technology to get information easy and fast. SAP Business ByDesign includes an Analytics Module to create new reports in regards to your needs. Read full review Sales process management from enquiry to delivery of product This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes The FD loved it The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over Read full review Cons Time off request could be better. Right now, there is no option for sick time It crashes often Customization could be better Read full review There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc. While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet. I am sure that would increase productivity even further (if it's of the same standard as the main environment). Read full review Likelihood to Renew SAP BYD work centers are consistent and easy to navigate once you understand one work center. The document flow tab that is in each window allows one to see all related transactions. Document flow is important because one is able to see the flow of transactions and can therefore reverse transactions by following the document flow in reverse. It is possible to group items in each overview screen to see what items are open. The system is working as hoped.
Read full review the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Read full review Usability Because SAP Business ByDesign allows us to improve our work, reduce the operational steps, implement audit controls, allows us found standard reports or it allows us to create new ones if you need more than the exists are enough for your work or your needs. Overall, SAP Business ByDesign allows us to standardize our operations, enhance our work, improve our skills, work over a web environment or mobile interface.
Read full review Reliability and Availability Workbooks CRM never let me down.
Read full review Support Rating The Business ByDesign support is stablished since you contract the service with SAP. SAP resolves according to the service level agreement. Currently, we continue with the service and we are using the support channels available. We are receiving the support. The SAP support gets an incident and after that, they contact us to resolve the incident, if necessary, they set the meeting to understand it or we explain the incident
Read full review Online Training Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Read full review Implementation Rating I recommend implementing all workshops during the ERP selection that you need to know very well about the ERP software. It allows us to gather information to accurate the plan of the project implementation. Additionally, we must reach the high-level commitment to achieve the main goals, to define the RACI matrix and communicate to all project stakeholders.
Read full review Alternatives Considered ByDesign stacks up well against the competition. Companies that do multiple things are usually the best fit (manufacturing, distribution, and service). The more 'modules' used, the fewer competitors will be able to meet the company's needs. It is not inexpensive, but if the needs of the company have the complexity from either a global perspective and need localizations and foreign currency, or a volume perspective and need resources greater than what can be easily housed on-premise, ByDesign should be a top consideration.
Read full review We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
Read full review Return on Investment Positive - Access to the real-time reporting allowing for faster decision making especially when fixed price projects are heading into an over budget position. Positive - Complex KPI can now be tracked and as a consequence intensive plans can be made to capitalise on this level of reporting. Staff also have clear visibility over their own performance. Negative - We are a bit on the small side at 30 employees for a ByD solution so it was relatively expensive for us. It would be a much better value preposition above 50 employees. Read full review Allows us easy management of leads and clear visibility of opportunities for the sales team User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations Read full review ScreenShots SAP Business ByDesign Screenshots