SAP Business ByDesign vs. Workbooks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
SAP Business ByDesign
Score 7.5 out of 10
Mid-Size Companies (51-1,000 employees)
SAP Business ByDesign is SAP's cloud ERP suite offering, launched in 2007, designed for the SMB market. The product includes a broad range of capabilities including financials, human resources, sales, procurement, customer service, and supply chain. Business ByDesign is a new platform, delivered entirely through a SaaS model, with functionality that overlaps somewhat with BusinessOne, which is also an SMB product, although not a true SaaS product.N/A
Workbooks
Score 4.6 out of 10
N/A
Workbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.
$30
per user/per month
Pricing
SAP Business ByDesignWorkbooks
Editions & Modules
No answers on this topic
Workbooks CRM Edition
$30
per user/per month
Workbooks Business Edition
$65
per user/per month
Offerings
Pricing Offerings
SAP Business ByDesignWorkbooks
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeOptionalOptional
Additional DetailsSAP Business ByDesign is available for a monthly software-as-a-service (SaaS) subscription, based on a base package, user types, and number of users.
More Pricing Information
Features
SAP Business ByDesignWorkbooks
Payroll Management
Comparison of Payroll Management features of Product A and Product B
SAP Business ByDesign
8.4
2 Ratings
15% above category average
Workbooks
-
Ratings
Benefit plan administration4.51 Ratings00 Ratings
Direct deposit files9.11 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
SAP Business ByDesign
9.2
5 Ratings
24% above category average
Workbooks
7.7
8 Ratings
2% above category average
API for custom integration9.24 Ratings7.57 Ratings
Plug-ins9.25 Ratings00 Ratings
Custom fields00 Ratings8.48 Ratings
Custom objects00 Ratings7.67 Ratings
Scripting environment00 Ratings7.56 Ratings
Security
Comparison of Security features of Product A and Product B
SAP Business ByDesign
9.3
5 Ratings
13% above category average
Workbooks
7.5
8 Ratings
10% below category average
Single sign-on capability9.04 Ratings7.05 Ratings
Role-based user permissions9.65 Ratings8.07 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
SAP Business ByDesign
9.2
5 Ratings
28% above category average
Workbooks
-
Ratings
Dashboards8.85 Ratings00 Ratings
Standard reports9.25 Ratings00 Ratings
Custom reports9.65 Ratings00 Ratings
General Ledger and Configurable Accounting
Comparison of General Ledger and Configurable Accounting features of Product A and Product B
SAP Business ByDesign
8.7
5 Ratings
13% above category average
Workbooks
-
Ratings
Accounts payable9.24 Ratings00 Ratings
Accounts receivable9.24 Ratings00 Ratings
Global Financial Support9.22 Ratings00 Ratings
Primary and Secondary Ledgers9.22 Ratings00 Ratings
Journals and Reconciliations8.82 Ratings00 Ratings
Configurable Accounting9.22 Ratings00 Ratings
Standardized Processes8.01 Ratings00 Ratings
Inventory Management
Comparison of Inventory Management features of Product A and Product B
SAP Business ByDesign
9.1
4 Ratings
15% above category average
Workbooks
-
Ratings
Inventory tracking9.24 Ratings00 Ratings
Automatic reordering10.03 Ratings00 Ratings
Location management8.03 Ratings00 Ratings
Order Management
Comparison of Order Management features of Product A and Product B
SAP Business ByDesign
8.5
4 Ratings
9% above category average
Workbooks
-
Ratings
Pricing9.24 Ratings00 Ratings
Order entry9.24 Ratings00 Ratings
Credit card processing4.51 Ratings00 Ratings
Cost of goods sold9.24 Ratings00 Ratings
Order Orchestration9.22 Ratings00 Ratings
Subledger and Financial Process
Comparison of Subledger and Financial Process features of Product A and Product B
SAP Business ByDesign
9.2
3 Ratings
22% above category average
Workbooks
-
Ratings
Billing Management8.83 Ratings00 Ratings
Cash and Asset Management9.22 Ratings00 Ratings
Travel & Expense Management10.02 Ratings00 Ratings
Budgetary Control & Encumbrance Accounting10.01 Ratings00 Ratings
Period Close9.22 Ratings00 Ratings
Project Financial Management
Comparison of Project Financial Management features of Product A and Product B
SAP Business ByDesign
9.2
2 Ratings
19% above category average
Workbooks
-
Ratings
Budgeting and Forecasting10.01 Ratings00 Ratings
Project Costing9.22 Ratings00 Ratings
Cost Capture9.22 Ratings00 Ratings
Capital Project Management9.22 Ratings00 Ratings
Customer Contract Compliance8.01 Ratings00 Ratings
Project Revenue Recognition9.22 Ratings00 Ratings
Project Execution Management
Comparison of Project Execution Management features of Product A and Product B
SAP Business ByDesign
8.3
3 Ratings
19% above category average
Workbooks
-
Ratings
Project Planning and Scheduling9.23 Ratings00 Ratings
Task Insight for Project Managers8.02 Ratings00 Ratings
Project Mobile Functionality8.02 Ratings00 Ratings
Grants Management
Comparison of Grants Management features of Product A and Product B
SAP Business ByDesign
10.0
1 Ratings
28% above category average
Workbooks
-
Ratings
Award Lifecycle Management10.01 Ratings00 Ratings
Procurement
Comparison of Procurement features of Product A and Product B
SAP Business ByDesign
8.0
1 Ratings
14% above category average
Workbooks
-
Ratings
Bids Analyzed and Compared8.01 Ratings00 Ratings
Requisitions-to-Purchase Orders Integrated8.01 Ratings00 Ratings
Supplier Management8.01 Ratings00 Ratings
Logistics
Comparison of Logistics features of Product A and Product B
SAP Business ByDesign
9.2
3 Ratings
29% above category average
Workbooks
-
Ratings
Warehouse Workforce Management9.22 Ratings00 Ratings
Manufacturing
Comparison of Manufacturing features of Product A and Product B
SAP Business ByDesign
9.0
3 Ratings
18% above category average
Workbooks
-
Ratings
Production Process Design9.23 Ratings00 Ratings
Production Management9.23 Ratings00 Ratings
Configuration Management8.02 Ratings00 Ratings
Work Execution8.02 Ratings00 Ratings
Manufacturing Costs9.23 Ratings00 Ratings
Supply Chain
Comparison of Supply Chain features of Product A and Product B
SAP Business ByDesign
8.6
3 Ratings
17% above category average
Workbooks
-
Ratings
Forecasting9.23 Ratings00 Ratings
Inventory Planning9.23 Ratings00 Ratings
Performance Monitoring8.02 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
SAP Business ByDesign
-
Ratings
Workbooks
7.7
9 Ratings
0% above category average
Customer data management / contact management00 Ratings8.59 Ratings
Workflow management00 Ratings8.27 Ratings
Territory management00 Ratings7.79 Ratings
Opportunity management00 Ratings8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings6.49 Ratings
Contract management00 Ratings7.29 Ratings
Quote & order management00 Ratings7.68 Ratings
Interaction tracking00 Ratings6.48 Ratings
Channel / partner relationship management00 Ratings8.48 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
SAP Business ByDesign
-
Ratings
Workbooks
6.3
8 Ratings
17% below category average
Case management00 Ratings6.28 Ratings
Call center management00 Ratings6.82 Ratings
Help desk management00 Ratings5.88 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
SAP Business ByDesign
-
Ratings
Workbooks
7.3
7 Ratings
3% below category average
Lead management00 Ratings8.07 Ratings
Email marketing00 Ratings6.67 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
SAP Business ByDesign
-
Ratings
Workbooks
7.5
9 Ratings
1% below category average
Task management00 Ratings7.77 Ratings
Billing and invoicing management00 Ratings6.88 Ratings
Reporting00 Ratings7.87 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
SAP Business ByDesign
-
Ratings
Workbooks
8.6
8 Ratings
12% above category average
Forecasting00 Ratings8.28 Ratings
Pipeline visualization00 Ratings8.88 Ratings
Customizable reports00 Ratings8.88 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
SAP Business ByDesign
-
Ratings
Workbooks
6.6
3 Ratings
9% below category average
Social data00 Ratings6.03 Ratings
Social engagement00 Ratings7.31 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
SAP Business ByDesign
-
Ratings
Workbooks
6.9
6 Ratings
3% below category average
Marketing automation00 Ratings6.76 Ratings
Compensation management00 Ratings7.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
SAP Business ByDesign
-
Ratings
Workbooks
4.2
7 Ratings
56% below category average
Mobile access00 Ratings4.27 Ratings
Best Alternatives
SAP Business ByDesignWorkbooks
Small Businesses
Acumatica
Acumatica
Score 8.7 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Infor VISUAL
Infor VISUAL
Score 7.4 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Oracle Fusion Cloud ERP
Oracle Fusion Cloud ERP
Score 8.2 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
SAP Business ByDesignWorkbooks
Likelihood to Recommend
9.6
(7 ratings)
7.0
(18 ratings)
Likelihood to Renew
9.0
(3 ratings)
8.5
(7 ratings)
Usability
8.0
(1 ratings)
7.3
(1 ratings)
Availability
-
(0 ratings)
9.1
(2 ratings)
Support Rating
9.0
(1 ratings)
8.2
(1 ratings)
Online Training
-
(0 ratings)
6.4
(1 ratings)
Implementation Rating
8.0
(1 ratings)
-
(0 ratings)
User Testimonials
SAP Business ByDesignWorkbooks
Likelihood to Recommend
SAP
Do you plan on going public at some point? If so, this may not be the best solution for you
Read full review
Workbooks Online
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
SAP
  • 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
Workbooks Online
  • 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
SAP
  • 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
Workbooks Online
  • 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
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
Workbooks Online
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
SAP
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
Workbooks Online
No answers on this topic
Reliability and Availability
SAP
No answers on this topic
Workbooks Online
Workbooks CRM never let me down.
Read full review
Support Rating
SAP
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
Workbooks Online
No answers on this topic
Online Training
SAP
No answers on this topic
Workbooks Online
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
SAP
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
Workbooks Online
No answers on this topic
Alternatives Considered
SAP
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
Workbooks Online
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
SAP
  • 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
Workbooks Online
  • 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

Screenshot of With the embedded analytics of SAP Business ByDesign this is easily possible for key users or end users to define dashboards that contain tailored reports and KPIs for their roleScreenshot of Screenshot of SAP Business ByDesign comes with many reports pre-delivered by SAP. Customers can easily create additional reports or KPIsScreenshot of For each business document in ByDesign you can open the document flow, which shows you in a graphical the predecessor and successor business docuemnts as well as any associated accounting documents. This shows at what point you are in the entire business process.Screenshot of SAP Business ByDesign includes a Project Management module that is integrated with CRM to sell and bill projects, with HR to staff projects, and with SCM and SRM for procurement.Screenshot of The Financial Closing business scenario helps you to perform financial period-end closing activities to ensure correct financial statements, such as Balance Sheet, Income Statement, and Cash Flow Statement. The Closing Cockpit helps to minimize the risk of missing important steps or incorrect timing.

Workbooks Screenshots

Screenshot of Activity ManagementScreenshot of Dashboard for Customer ServiceScreenshot of Dashboard for SalesScreenshot of Marketing CampaignsScreenshot of Organisation RecordScreenshot of Person Record