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ERP for Services Competitor Rating Analysis for Dynamics SL (7.0) by Microsoft, E-Business Suite (12) by Oracle, SAP Business All-in-One (ERP 6.0 EHP5) by SAP
The graphs below were developed as a high-level competitive rating analysis of Dynamics SL (7.0) by Microsoft, E-Business Suite (12) by Oracle, SAP Business All-in-One (ERP 6.0 EHP5) by SAP. They display the standard scores of the vendor's solution, as determined through TEC's default ERP for Services model. The graphs reflect 3916 functional, technical, and business criteria. This comparison is based on average weights and priorities. For a detailed comparison based on your specific requirements click the "Detailed Analysis" button above.
ERP for Services
Portfolio and Project Management Resource Planning and Scheduling Opportunity, Contact, and Contract Management Time and Expense Management Financial Management, Budgeting, Costing, and Billing Knowledge Management, Collaboration, and Analysis Third Party Integration Back-Office Functionality
Overall Performance
Product Technology
ERP for Services Main Modules
Dynamics SL by Microsoft Total Criteria PORTFOLIO AND PROJECT MANAGEMENT Includes:Portfolio Management; Project Management; Demand Management; Process Management; Workflow Management; Risk Management; and others RESOURCE PLANNING AND SCHEDULING Includes:Resource Allocation; Multiple User Management; E-mail Notification; Message Board; Chat Room and Discussion Forum; Contacts; and others OPPORTUNITY, CONTACT, AND CONTRACT MANAGEMENT Includes:Customer Service and Support; Marketing Automation; Sales Management; Contract Management and Creation; Partner Management; Account and Contact Management; and others TIME AND EXPENSE MANAGEMENT Includes:Time Management; Expense Management; FINANCIAL MANAGEMENT, BUDGETING, COSTING, AND BILLING Includes:Budgeting and Transactions; Project Billing; Invoice Generation; Project Costing; Capital Assets; Resource Sharing; and others KNOWLEDGE MANAGEMENT, COLLABORATION, AND ANALYSIS Includes:Business Intelligence and Reporting; Sarbanes-Oxley Compliance; Document and Records Management; THIRD PARTY INTEGRATION Includes:Project Management Application; ERP, Accounting, and Payroll; BACK-OFFICE FUNCTIONALITY Includes:Financials; Human Resources; Procurement Management; PRODUCT TECHNOLOGY Includes:Synchronization and Replication; Implementation and Training; Technical Fit; Cross-module Features; Module Rating E-Business Suite by Oracle Module Rating SAP Business All-in-One by SAP Module Rating
ERP for Services Main Modules
Module
426
58
96.53
95.42
77
50.52
95.58
96.88
303
40
96.67
97.69
122
54.75
96.15
99.75
78
85.64
100
100
441
45.65
96.64
96.98
43
55.35
75.81
100
1677
82.21
98.06
99.38
426
60.16
76.1
92.16
Portfolio and Project Management
Project portfolio management organizes a series of projects into a single portfolio consisting of reports that capture project objectives, costs, timelines, accomplishments, resources, risks, and other critical factors. Executives can regularly review entire portfolios, spread resources
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appropriately, and adjust projects to produce the highest departmental returns. As its name implies, project portfolio management groups projects so that they can be managed, the same way an investor would manage stocks, bonds, and mutual funds.
Portfolio and Project Management Modules Ratings
ERP for Services Main Modules
Dynamics SL by Microsoft Total Criteria PORTFOLIO MANAGEMENT Includes:General; Project Analysis; Business Intelligence; Analytics; PROJECT MANAGEMENT Includes:Project Management Type; Project Planning; Project Execution and Management; Project Tracking and Control; Project Tools and Templates; Project Closure; and others DEMAND MANAGEMENT Includes:Holistic view for IT executives of all demand points, including project work, service work, and incident-driven requests; Complete insight into how staff time is spent on both project and service-oriented work; Capture of all demands on the IT organization, such as project requests, service requests, incidents, ideas for new products, and services; Enterprise-wide solution to capture, catalog, evaluate, and approve product or technology ideas, project requests, and early-stage initiatives; Automatic calculation of the cost of the work performed on incidents and other requests, based on the resources assigned; Tracking of incremental change requests from internal or external customers; and others PROCESS MANAGEMENT Includes:Generation of estimates and schedules for all required tasks from customized project templates; Production of meeting minutes from chat with just a mouse click; Processing of step alert when time limit has passed; Development of specifications, RFQs, and issues purchase orders for photography, printing, or any external vendor; Ability for clients to review, comment on, and approve estimates, schedules, graphics, copy, and comps from anywhere at anytime; Ability for employees and contractors to keep the system up to date with status information; and others WORKFLOW MANAGEMENT Includes:Creation of workflows in order to automate business processes; Automation of entire project life cycles in order to track projects; Workflow notifications that include events such as approvals and rejections; Presentation of "to do" lists, such as new assignments and action items; Display of notes to fully explain follow-up actions; Display of time submission and approval; and others RISK MANAGEMENT Includes:Central register for the management of risks; Quick creation of custom risk factors that identify the question, rational, and scale; Assessment of risk factors for each project; Qualitative risk analysis; Risk planning based on categories, types, thresholds, and custom fields; Tracking of risk based on ownership, strategy, score card, and opportunities; and others EARNED VALUE MANAGEMENT Includes:Real time access to EVM data; Ability for team members to create EVM reports; Creation of roll-up task and job completion estimates; Comparison of actual versus planned progress; Generation of subjective percent complete reports; Tracking of level of effort; and others IDEA MANAGEMENT Includes:Access to an idea form that can be easily configured by managers; Ability to browse and classify ideas; Attachment of files and sending of e-mails within the idea management interface; Automated e-mails to track the idea development of team members; Ability to save ideas as drafts to be worked on at a later date; Presentation in a single view (with easy access for top management) of ideas that are created in response to a challenge; and others 49 Module Rating 91.63 E-Business Suite by Oracle Module Rating 95.92 SAP Business All-in-One by SAP Module Rating 93.47
ERP for Services Main Modules
Module
278
70
95.94
95.18
66.67
100
95
27
0.37
95.56
92.59
16
20.62
100
96.25
17
1.18
98.24
100
20
100
100
13
100
100
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Resource Planning and Scheduling
Resource planning and scheduling is the efficient and effective deployment of an organization's resources when they are needed. Such resources may include financial resources, inventory, human skills, production resources, or information technology.
Resource Planning and Scheduling Modules Ratings
ERP for Services Main Modules
Dynamics SL by Microsoft Total Criteria RESOURCE ALLOCATION Includes:Management of task assignments, resource availability, roles, and rates; Resource profiles that include skill levels, certifications, training, education, and travel in order to find the right person for the job; Resource planning across both internal and external users; Skill-based and availability-based resource location; CV and resume storage; Resource skill searching; and others MULTIPLE USER MANAGEMENT Includes:Assignment of several projects to each user, giving different access rights based on the project; Adaptation to each user's experience or style through extensive preferences and e-mail notification options; Assignment of each task within a project to a specific user or member of the project; Ability for users to simultaneously and effortlessly consult and make changes to tasks in their project; Web-based timesheets and timesheet management; Organization trees with unlimited levels; and others E-MAIL NOTIFICATION Includes:E-mail notification when a member is assigned to a new task; E-mail notification when a member's tasks are modified; Ability to cancel e-mail notification when the changes do not require an e-mail to be sent; Notice in the message center when a new message is sent to another user; E-mail notification when timesheet approval is requested; E-mail notification when timesheets have been processed; and others MESSAGE BOARD Includes:A bulletin board to share and discuss any project-related matter publicly; A message board that can send a message to one user, multiple users, or all members of a project team; Choice of whether to notify the recipients by e-mail; Easy filtering options; HTML-support in the message body; Message board that indicates when messages are read and deleted by the recipient; and others CHAT ROOM AND DISCUSSION FORUM Includes:On-line chat to enable real time communication between with people in different locations; Automatic production of meeting minutes from chat; Creation of multiple topics for each project; HTML-support in message body; Text search capabilities to find messages; CONTACTS Includes:Management of an unlimited list of contacts; Contacts that are linked to one or more projects; Contact notes that can be shared among team members; USERS PREFERENCES Includes:Passwords; E-mail address parameter to access the project; Telephone number parameter to access the project; Definition of the number of tasks per page; Definition of the number of projects per page; Definition of the default project to open upon login; and others Module Rating E-Business Suite by Oracle Module Rating SAP Business All-in-One by SAP Module Rating
ERP for Services Main Modules
Module
35
56.57
96
100
10
77
100
94
90
100
100
100
100
76
100
100
100
100
12
25
93.33
85
Opportunity, Contact, and Contract Management
Opportunity management systems (OMS) store sales opportunities and related information. Each sales lead can be tracked with information such as source, type, worth, status, likelihood of closure, etc. An OMS can also perform other related tasks, such as prioritizing sales calls and generating analyses that assist the fine-tuning of marketing strategies. Contract management systems provides tools to create and edit contracts, as well as to monitor and mange the provision of service in line with the agreed-upon terms and conditions. Contact management systems enable organizations to easily store and find contact information, such as names, addresses, and telephone numbers. Sophisticated contact managers provide reporting functions and allow several people in a workgroup to access the same database of contacts. Some also provide calendar functions, which blurs the line between contact managers and personal information managers (PIM).
Opportunity, Contact, and Contract Management Modules Ratings
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ERP for Services Main Modules
Dynamics SL by Microsoft Total Criteria CUSTOMER SERVICE AND SUPPORT Includes:Creating New Cases (Service Requests); Assigning Cases; Escalating Unresolved Cases; Solving and Closing Cases; Creating and Maintaining a Solutions Knowledge Base; Customer Self-service Web; and others MARKETING AUTOMATION Includes:Campaign Planning; Campaign Execution; SALES MANAGEMENT Includes:Bid and Proposal Management; Opportunity Management; Calendar and Activity Management; Lead Management; CONTRACT MANAGEMENT AND CREATION Includes:Contract Creation; Contract Administration; Contract Financials; Contract Delivery; PARTNER MANAGEMENT Includes:Preconfigured partners home page and data records; Preconfigured partner list views; Partner record subsets based on user-definable filter variables; Multiple partner data record layouts that can be defined to handle partners with different processes and data needs; Workflow engine that is available to help implement best practice partner management activities; Association (hyperlinking) of account data records with partner records; and others ACCOUNT AND CONTACT MANAGEMENT Includes:Account (Company and Organizations) Management; Contact (People) Management; Module Rating E-Business Suite by Oracle Module Rating SAP Business All-in-One by SAP Module Rating
ERP for Services Main Modules
Module
57
40
97.02
98.25
30
40
94.67
100
138
40
96.52
95.65
19
40
100
100
14
40
100
100
45
40
95.56
100
Time and Expense Management
Time management refers to the development of processes and tools that increase efficiency and productivity. Time management tools include electronic timesheets that capture both work and non-work related activities, thus allowing organizations to capture and track data for payroll and project-related activities. Expense management refers to tools that streamline and automate the submission and approval of multiple expenses and expense types, such as travel, lodging, car rentals, meals, etc. In accounting, an expense is a general term for an outgoing payment made by a business or individual.
Time and Expense Management Modules Ratings
ERP for Services Main Modules
Dynamics SL by Microsoft Total Criteria TIME MANAGEMENT Includes:Timesheet Data Capture; Approval and Monitoring; EXPENSE MANAGEMENT Includes:Expense Data Capture; Reimbursement and Payment; Workflows and Approvals; Expense Reporting and Compliance; 58 Module Rating 65 E-Business Suite by Oracle Module Rating 97.07 SAP Business All-in-One by SAP Module Rating 99.48
ERP for Services Main Modules
Module
64
45.47
95.31
100
Financial Management, Budgeting, Costing, and Billing
Financial management systems in a professional services automation (PSA) solution automate the tracking and submission of project budgets, costs, and assets. In addition, it provides the capability to track multiple billable details and generate customized invoices.
Financial Management, Budgeting, Costing, and Billing Modules Ratings
ERP for Services Main Modules
Dynamics SL by Microsoft E-Business Suite by Oracle SAP Business All-in-One by SAP
ERP for Services Main Modules
Module
Total Criteria
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Module Rating BUDGETING AND TRANSACTIONS Includes:Association of project budgets to multiple clients or departments; Tracking and support of multiple currencies; Flexible transaction controls for expenditures and resources; Summary and detailed budget capabilities; Budgetary controls that verify available project funds; Ability to enforce hard or soft controls; and others PROJECT BILLING Includes:Multiclient billing and invoicing; Creation of project billable rates; Lock down of projects and tasks as billable and non-billable; Ability to set individual billable hourly targets; Setup of billing details, including customer information and billing cycles; Definition of billing methods types for different projects; and others INVOICE GENERATION Includes:Generation of invoices based on milestones; Flexible invoice formats that include a summary of line items and tasks; Review and adjustment of invoices; Invoice detail drill down feature; Generation of interproject invoices to share costs and revenue; PROJECT COSTING Includes:Expenditures; Allocations and Burdening; Project Costing Adjustments; CAPITAL ASSETS Includes:Creation of capital assets; Placement of assets in service and capitalization of CIP assets costs; Calculation of capital interest; Processing of proceeds from sale; RESOURCE SHARING Includes:Definition of multiple resource sharing types; Configuration of resource sharing methods; Setup of resource sharing controls; Creation of multiple resource costs and rates across projects and time;
Module Rating
Module Rating
16
92.5
100
100
22
94.55
100
100
78
100
100
27
92.22
100
100
40
100
100
20
100
100
Knowledge Management, Collaboration, and Analysis
The major focus of knowledge management is to identify and gather content from documents, reports and other sources and to be able to search that content for meaningful relationships. In PPM, knowledge management also includes robust business intelligence capabilities from the extracted repository of information in the system.
Knowledge Management, Collaboration, and Analysis Modules Ratings
ERP for Services Main Modules
Dynamics SL by Microsoft Total Criteria BUSINESS INTELLIGENCE AND REPORTING Includes:Reporting; Dashboards and Analytics; Views; Charts; Gantt Chart Reports; Portals; and others SARBANES-OXLEY COMPLIANCE Includes:Reports (Section 302 Financial Reports); Internal Controls (Section 404 Internal Controls); DOCUMENT AND RECORDS MANAGEMENT Includes:Capture of Electronic Documents and Records; Thesaurus or Classification Scheme; Records Disposal; Document Destruction; Record Types; File Importing and Exporting; and others Module Rating E-Business Suite by Oracle Module Rating SAP Business All-in-One by SAP Module Rating
ERP for Services Main Modules
Module
153
72.29
98.43
97.39
13
28.46
100
100
275
31.64
95.49
96.62
Third Party Integration
Numerous best-of-breed professional services automation (PSA)and project portfolio management (PPM) vendors' solutions integrate with third party project management systems, customer relationship management (CRM), and back-office systems to provide their clients with complete PSA functionality for organizations.
Third Party Integration Modules Ratings
ERP for Services Main Modules
ERP for Services Main Modules
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Module Total Criteria PROJECT MANAGEMENT APPLICATION Includes:Integration with Microsoft Project 98, 2000, and 2003; Updating of either approved or all task hours in Microsoft Project; Updating of task hours within a date range or the project's start and end dates in Microsoft Project; Updating of project or task information in Microsoft Project; Updating of project resource task assignments in Microsoft Project; Updating of project resources in Microsoft Project when creating new users in time sheet if users do not exist; and others ERP, ACCOUNTING, AND PAYROLL Includes:Features; Vendors;
Dynamics SL by Microsoft Module Rating
E-Business Suite by Oracle Module Rating
SAP Business All-in-One by SAP Module Rating
12
72.5
100
100
31
48.71
66.45
100
Back-Office Functionality
Back-Office Functionality Modules Ratings
ERP for Services Main Modules
Dynamics SL by Microsoft Total Criteria FINANCIALS Includes:General Ledger; Accounts Payable (A/P); Fixed Assets; Cost Accounting; Cash Management; Budgeting; and others HUMAN RESOURCES Includes:Personnel Management; Benefits; Payroll; Employee Self-Service; Employee Metrics; Health and Safety; and others PROCUREMENT MANAGEMENT Includes:Profile of Suppliers; Rating of Suppliers; Requisitions and Quotations; Purchase Orders (POs); Pricing; Vendor Contracts and Agreements; and others Module Rating E-Business Suite by Oracle Module Rating SAP Business All-in-One by SAP Module Rating
ERP for Services Main Modules
Module
962
90.11
98.88
99.9
447
65.82
97.2
98.7
268
81.19
96.57
98.66
Product Technology
This group of criteria defines the technical architecture of the product as well as the technological environment in which the product can run successfully. Criteria include product and application architecture, software usability and administration, platform and database support, application standards support, communications and protocol support and integration capabilities. Relative to the other evaluation criteria, best practice selections place a lower relative importance on the product technology criterion. This apparently lower importance is deceptive because the product technology usually houses the majority of the selecting organization's mandatory criteria, which generally include server, client, protocol and database support, application scalability, and other architectural capabilities. The definition of mandatory criteria within this set often allows the client to quickly narrow the long list of potential vendors to a short list of applicable solutions that pass muster relative to the most basic mandatory selection criteria.
Product Technology Modules Ratings
ERP for Services Main Modules
Dynamics SL by Microsoft Total Criteria SYNCHRONIZATION AND REPLICATION Includes:Synchronization Characteristics; Replication Methodology; IMPLEMENTATION AND TRAINING Includes:Training Services; Vendor Implementation Services; Transaction Process Packages; TECHNICAL FIT Includes:Application Servers; Technical Architecture; Integration and Interfaces; Security; Server Administration; 15 Module Rating 89.33 E-Business Suite by Oracle Module Rating 56 SAP Business All-in-One by SAP Module Rating 99.33
ERP for Services Main Modules
Module
20
65
70
92
366
56.89
76.94
91.56
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CROSS-MODULE FEATURES Includes:Saves reports as templates for reuse; Shares template reports with other users; Reports on custom data; Configures look-up tables; Event viewer; Configurable interface and login page; and others
25
86.8
80.8
96.8
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