Prophix worked very well with our old accounting system. Data integrated with ease. Now that we changed accounting systems and have Workday, we have found it very difficult and manual to integrate data between the two systems. It takes a lot more time now than ever before. I have to do uploads instead of just having an easy integration with a click of a button.
Import data is easy, however if we have an item not in Prophix it will reject it. We need to add rejected items manually before import is successful 100%.
The Prophix team did a nice job during the implementation process helping us set up data connections to pull the necessary data from Sage. They are also available when needed to answer our questions about setting up additional data connections or answering questions about flat file importing into Prophix.
We have a data feed from Sage every hour for our revenue, expenses, depreciation, etc. We have it set up so if there is a problem with the data feed that it alerts us with an e-mail. This allows us to address that error if and when it occurs.
Highly powerful product capable of reporting on data from multiple sources. Implementation is complex; for best results invest in one of their customer success packages.
Prophix consultant set-up the import process from GP during implementation as well as the nightly process to import and update tables. We recently updated our GP version, and Prophix was available and helped ensure things were set-up correctly and we were able to continue business as usual. Since we do our payroll in house, I run the payroll reports and upload as a flat file...easy and accurate.
Prophix set up Vista to automatically import the data we needed. We can even set this up on a schedule to update nightly or as often as we want as well as manually. Since Vista is SQL backed, it was pretty easy to find the tables and data we needed and pointed Prophix in the right direction which made integration much smoother.
Importing data from systems that are not directly integrated is very easy. The user is able to select the data fields they wish to import and then align them to data fields in Prophix. We do this for payroll data as the cost for direct integration was too high. We have not integrated with any systems other than our ERP. Data is not imported from the ERP; it is only a viewpoint.
This is not something I use primarily with Prophix as I’m just a user and not an admin. But its functionality with Excel is very good and we use it daily.
We had some initial difficulty in setting up automated data imports. But once we got the queries working, the import routine runs quite well. We set it up to run 3x a day (once overnight and twice during business hours). There is also a way to "import now". So during the month-end close, we can refresh the data on demand as many times as necessary (it usually takes 5-10 minutes to refresh).
Over my 13 years of using Prophix at 3 different organizations, I've been able to pull data in from many disparate systems including, AS400 based systems, Windows applications, SAP, JD Edwards, Infinium GL, flat files, and many other sources. All data has been able to be easily integrated within Prophix.
95% of our data is imported from our ERP on a nightly basis. It seems to work quite seamlessly and is relatively easy to maintain. We also import from Excel sources. We do not import from other external sources at this time.
Importing data has come very easy, and has greatly reduced the concern for missing data. Our company imports data via Excel for annual budgets, and imports data directly on a daily bases from Great Plains. Our processes have been created and need very little updating. The process that has been created for bringing actuals over from Great Plains is set up to run automatically daily as well as on-demand.
We have uploaded data via Excel flat files for building account and cost center hierarchies. Our company set up staging tables to combine expense and capital transaction detail that Prophix then pulls daily. A process was set up to run this import automatically. It also sends us an email to let us know if the process was successful. Importing data has been fairly easy.
It was very challenging to set up the data integration for our budgeting system because we have a 12-month fiscal year cycle for our operating budget and ongoing budget changes for our capital funds, not restricted to a start and end month. Prophix seems to be limited in staff resources to help with integration.
Prophix’s Corporate Performance Management (CPM) software promises to help users achieve goals more successfully.
Key capabilities and benefits include:
Improve profitability and minimize risk
when you automate repetitive tasks and focus on what matters.
Budget, plan,
consolidate and report automatically.
Whether in the cloud or on-premise, Prophix
promises to support the user's future with a platform that flexes to suit strategic
realities, today and tomorrow. For more information, visit www.prophix.com.
Prophix develops Corporate Performance Management (CPM) software that integrates financial budgeting, planning, reporting, forecasting, consolidation, analytics, scorecards and dashboards in a single, unified application budgeting software tool.
Move beyond spreadsheets for budgeting with Prophix. Watch this short 1.5 minute overview about how Prophix will make your annual budget process more efficient.
In less than 2 minutes see how Prophix gives you the ability to tailor your financial statements and management reports so that information is delivered in a way that’s both insightful and meaningful. Prophix provides structure reports around business requirements in an error-free, dynamic, and intuitive environment, resulting in better decisions, made faster.
See a short 1.5 minute overview about how Prophix gives you a clear picture of all your operational costs and connects them with key factors that are driving your revenues. That increased line-of-sight is made possible because Prophix tracks and monitors all day-to-day operational planning activities. Improving operational outcomes for the short-term and providing insights into your future operations.
Prophix Integrations
Direct links to 3rd-party data sources, Any ERP including Microsoft Dynamics, Sage, Epicor, Maccola
