Nonprofit & Government

We are independent ERP consultants providing expertise in system selection, best practice and business process improvement for the not for profit and public sector organizations.

Distribution ERP Software Selection - Interviews

Nonprofit Requirements

Unique nonprofit industry requirements include:

  • Commitment accounting
  • Budget approval process
  • RFQ Process
  • PO approval process includes multiple levels and depends on organization structure
  • Reporting structures
  • Project accounting
  • Forecasting by account and project

Systems

  • Tier 1
  • Tier 2
  • Tier 3
  Epicor Propello Tyler Technologies
Product Information    
System Epicor Propello Tyler Technologies
Vendor Epicor Software Corporation Tyler Technologies
Description Epicor Propello, the unique comprehensive retail management platform with a pure web application 100% designed and built for the cloud, simplifies retail workflows to increase operational efficiency and improve profitability. High-value contextual information delivered at the point-of-sale helps empower employees to create exceptional customer experiences. And Propello’s modern, intuitive interface speeds learning, improves employee productivity, and reduces errors. Epicor is the essential partner for businesses that make, move and sell the things that keep the world running. With a history of 50 years in ERP software, we have evolved to provide end-to-end productivity solutions for five core industries: Epicor for Manufacturing, Epicor for Distribution, Epicor for Retail, Epicor for Building Supply, and Epicor for Automotive. Within each of these industries, we offer a portfolio of platforms and modules, secure in the cloud, curated to provide you with a complete solution set for your business.  We’re cloud first with the flexibility to offer choice to those who are on the journey to cloud, so you have exactly what you need to run your business today and tomorrow. We go beyond enterprise resource planning and provide innovative and highly focused industry productivity solutions that are essential to our customers’ businesses. We enable them to track and streamline their processes, connect their employees, make better decisions, and accelerate their ambitions – whether that’s growing business, expanding capabilities, increasing productivity, or improving efficiency. With our continuous technical innovation and deep vertical knowledge, we’re able to curate and flex our solutions to anticipate the complex and changing needs of our customers’ businesses.
Website https://www.epicor.com/en-us/products/retail-management-systems-rms/propello/
Primary Tier 2 2
Industries    
Apparel No No
Construction No No
Field Services No No
Financial Services No No
Food & Beverage No No
Hospitality No No
Manufacturing No No
Nonprofit Yes Yes
Professional Services No No
Retail & ECommerce Yes No
Transportation & Logistics No No
Wholesale Distribution No No
Applications    
Accounting (General Ledger, Financial Reporting, Accounts Receivable, Accounts Payable, Budgeting and Cash Management) Yes Yes
Asset Management No Yes
CPQ (Configure Price Quote) No No
CRM Yes No
Distribution (Order Processing, Purchasing and Inventory) Yes No
E-commerce Yes No
Field Services - Dispatching & Scheduling No No
Field Services - Mobile Field Management No No
Human Resource Management No No
Manufacturing - Quality Control No No
Manufacturing - Scheduling No Yes
Manufacturing - Shop Floor Control No Yes
MRP No No
Payroll No No
Point of Sale Yes No
Product Lifecycle Management Yes No
Professional Services - Scheduling No No
Professional Services - Timesheets No No
Professional Services – WIP Management No No
Project Management No No
Transportation Management No No
Warehouse Management No No
Developer Information    
Number of customers - all products 23,000
Number of customers - this product
Technology    
% of application that is web based (just need a browser on workstation) 100%
On premise, cloud or hybrid Cloud On Premise
Private or Public Cloud Public Private
Tenant Architecture Multi-Tenant Multi-Tenant
Generic Requirements    
Customization/Configuration    
Without changing source code In Current Release In Current Release
User-defined fields
  • Can define values/dropdowns for fields
  • Used in report selection and ordering
  • Used in workflow
Available Next Year In Current Release
User defined screens
  • Change fields to required, optional or invisible for standard and user-defined field
Not Available In Current Release
Multiple Companies    
Share inventory across companies In Current Release In Current Release
Share customers and suppliers across companies In Current Release In Current Release
Automate balancing of transactions across legal entities Not Available In Current Release
PO of 1 company automatically generates the sales order in another company Not Available In Current Release
Multiple Currencies    
Maintain source and home currency amount for each transaction Not Available In Current Release
Date effective currency exchange rates Not Available In Current Release
Work Flow    
Can apply an approval process to any transaction such as a journal entry or any master file such as a supplier or inventory item Not Available In Current Release
Can generate alerts/escalation if something expected is late or reminders Available Next Year In Current Release
Configurable approvals or alerts without needing programming In Current Release In Current Release
Mobility    
Optimized for Android and iPhone In Current Release In Current Release
Offline mode and synch when internet connected In Current Release In Current Release
Sales tax compliance    
Canadian sales tax compliance Not Available In Current Release
US sales tax compliance In Current Release In Current Release
Reporting/Business Intelligence    
Reporting    
Industry standard reporting tool and can change existing reports or add new ones In Current Release In Current Release
Ad-hoc reporting (don’t need a programmer) with filtering, sorting and summarizing options Available Next Year In Current Release
Dashboards    
Based on real time updates from all transactions In Current Release In Current Release
Role specific In Current Release In Current Release
Configurable dashboards - don't need to be a programmer to create or change dashboard In Current Release In Current Release
Analytics    
Drag and drop dimensions Available Next Year In Current Release
Visualization/graphic representation of data In Current Release In Current Release

Testimonials

They were great and I would highly recommend them. I think their organizational skill and their expertise in the market of the software and dealing with vendors are strong points. They provided great support in the selection process. They have a really good system in place to evaluate the vendors’ systems against our key requirements. This helps shorten the cycle, and we quickly get clear on our requirements and ranking those requirements by importance. They were also great during the implementation in helping us move the project forward.
Svitlana Levit, Director of Finance and AdministrationCanada Media Fund
180 Systems was very helpful.  They did a really good job defining system requirements for the RFP. They managed to identify an exhaustive list of requirements and were able to rank and prioritize them well. The documentation was thorough and very helpful in going through the RFP process.
Allan Chen, ControllerBC Pension Corporation
180 Systems are very knowledgeable, know what they are talking about and able to bring their expertise to marry all the information in a format that everyone could understand. Besides technical knowledge and experience, they also understand the business flows and business issues which generated many conversations on both the technical and business sides which we appreciated the value that they had brought to our business challenges. They were also able to effectively communicate and bring everyone onside.
Wayne Yee, Sr. IT ManagerWaterfront Toronto
We were very satisfied with 180 Systems who are very thorough and knowledgeable. We couldn't have done it without them. I would recommend 180 Systems for small and medium companies trying to select new systems, anyone trying to make same kind of informed choice in a thorough and logical manner.
David Dutka, Director, Finance and AdministrationKenora Association for Community Living
180 Systems is outstanding - very knowledgeable, very thorough, very good at keeping us on point during discovery meetings. They helped us make sure we spent time as efficiently as possible, not wandering, and not taking hours to do something when it should take a short time. Feedback from everyone was positive. The management team was thoroughly impressed with their work, flexibility and results. They provided outstanding value for money. It could not have gone any better. If anybody is looking for help in deciding on a platform I would recommend 180 Systems in a heartbeat.
Will Coros, I.T. ManagerCanadian Bible Society
180 Systems knows what they are doing and understands the needs and requirements of their clients. They did a thorough assessment to get an understanding of our business, I like that part. They came up with options and solutions, and based on all the pros and cons let us decide what course of action is to be taken. I would say they are thorough, diligent and understands the needs of our organization.
Rohit Deengar, Controller & Manager, FinanceOntario College of Trades
Michael had very good insights on our process and provided management with an independent voice and organizational help on meeting deadlines and that was very helpful. I also think his reports were done very well. They were very thorough, even though it was a difficult time with Hurricane Irma. Conditions made it really hard but he still did a great job. It was very valuable that he and I were able to talk on the side, as I was mulling over ideas of delaying some of the implementation at the time and he agreed with my take. I was afraid that it would be too much for the team to manage, and having Michael there on the side really helped. It turned out to be a good decision.
Ginger Pedersen, VP and Executive SponsorPalm Beach State College
Michael helped in our System Selection. He was excellent. Michael provided a high level of expertise in the various software systems, and helped us sort out our requirements. He was very personable, and his billing rates were reasonable and appropriate, compared to the big consulting firms.
Armand De Kemp, ControllerOntario Pension Board
Michael helped us to do a Gap Analysis and a Process Review with review of some System alternatives. He is an extremely strong professional to work with, I only have good things to say. Michael is extremely knowledgeable, especially in ERP systems, and really knows about Business Process as well.
Prem Rooplal, Manager of AccountingOntario Clean Water Agency
Michael was excellent. He kept us focussed, analyzed our situation and guided us through the process. He attended all the demonstrations and took notes so we could stay focussed on the demonstrations. He summarized the notes and sent them back to us quickly. When called with a question he was very responsive and would always get back to us in a timely manner.
Janice Darnley, Manager, Financial Systems ProjectsToronto and Region Conservation Authority
Michael set up the process for determining our requirements with templates he had developed, and he would look over our shoulder and make sure we didn't get into trouble. That was his main role, and that's exactly what we wanted. All of these templates were an added bonus. We're happy with the process that went on and with our decision. Perhaps Michael could still play a role during the implementation, as a high level advisor to the project management team, maybe check in every week to ensure they are not forgetting something, or getting off track. We're in good shape having chosen our vendor and we would certainly consider using Michael again.
Rocco Sgambelluri, ControllerToronto and Region Conservation Authority
180 Systems is very professional, and they have provided excellent advice. We would not have been able to select the systems effectively without their help. We had a lot more confidence because of the process they went through with us. It made us rethink the approach to selecting software, and this was far better than what we had originally thought.
Glen Jarbeau, Finance ManagerCity of Spruce Grove