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.
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
|
Available Next Year | In Current Release |
User defined screens
|
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 |
Implementers
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.