WinMan ERP Software vs. Workbooks

Winman ERP is well suited to our business and we have not felt the need to look further. The great strength for us is the MRP facility but each business is unique and must make it's own assessment. The accounting side just works - nothing to add here.

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.

• MRP - our inventory forecasting is done within Winman using the MRP facility. This allows us to place timely orders with our suppliers.
• Inventory transfers and value uplifts (to reflect actual landed cost) are simply catered for and fully integrated into the accounting system.
• Integration with our website ensures that accurate data flows throughout the whole process.

• 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

• Having used Winman ERP for a long time now it fully suits our needs.

• 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).

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.

Workbooks CRM never let me down.

My few queries are answered promptly.

Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..

As with any business project, a clear plan with clearly defined outcomes is key.

Having used Winman ERP for many years through various iterations we have not felt the need to look elsewhere

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.

Incentivized

Independently Invited by TrustRadius

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• The key thing is to be able to do more with less people, removing as much repetitive work as possible.
• More automation allows us to grow the business whilst being able to concentrate on core competencies that cannot be automated such as product development, branding and marketing.
• Inventory planning is simplified through the use of MRP. Top level skus are readily converted into POs for timely component procurement which means we have the best opportunity to fill sales orders.

• 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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info