Adaptive Planning vs Epicor Kinetic

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Our analysts compared Adaptive Planning vs Epicor Kinetic based on data from our 400+ point analysis of ERP Software, user reviews and our own crowdsourced data from our free software selection platform.

Adaptive Planning Software Tool
Epicor Kinetic Software Tool

Product Basics

Adaptive Planning expedites planning, modeling, budgeting and prediction for enhanced decision making. It's suitable for all industries and available on the cloud. Establish benchmarks and initiate balanced boundaries.

Top modules include balance sheet cash flow, revenue, expense management, workforce modeling and capital management. It can improve precise budgeting and planning operations and assess numerous data set situations. It also facilitates company housekeeping and leaders to maximize a healthy working atmosphere.
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Kinetic (formerly Epicor ERP) is a cloud-based ERP that supports on-premise and hybrid deployment. It connects diverse production workflows and departments into one focused hub for medium and enterprise-level companies. Top modules include project management, project contracts, data analytics, accounts management, core financials and IoT.

Its flexibility and connectivity reduce communication issues and human mistakes while automating processes. The cloud-based deployment option allows employees to leverage its capabilities regardless of physical location. It contains advanced reporting and analysis tools that enable users to develop actionable insights to improve day-to-day operations with real-time information.

Positive user feedback highlights its manufacturing-focused configuration and functionality, with support for financial accounting. There are some negative reviews about poor tech support and limited learning materials, however, overall user sentiment is positive.

In terms of pricing, Kinetic offers a flexible subscription model based on the modules and features required by each business. Specific pricing details may vary depending on customization and implementation needs.

To explore other popular solutions that Epicor offers, visit our Epicor company page.
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Boyer Machine and Tool Company

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Product Insights

  • Implement In-Depth Analyses: Grab real-time, detailed information for better adaptation and push solid strategies instead of numbers. 
  • Expand Model Testing: Draft and evaluate models with complete analytical tools to pinpoint ideal growth trends and shift priorities when plans deviate. 
  • Execute Numerous Plan Types: Construct daily, monthly, quarterly or long-term budgets and predictions to better align with lengthy fiscal goals in one place. 
  • Conduct Effective Collaboration Methods: Initiate one centralized area to access and share information, workflows, security and more for better collaboration and keep everyone on the same page for estimates and budgets. 
  • Leverage High-Powered Adaptability: Leverage the machine learning in-memory engine to monitor and conform to plan adjustments. 
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  • Chronicle Cash Flow: Save project fees and allocate on-time invoices to manage costs and ensure clients receive their bills. Boost cash flow forecasting via effective financial management.
  • Access In-Depth Business Analytics: Make wiser business decisions based on company-specific profit margins, sales information and workflow performance data. Access dashboards and custom reports that analyze real-time data and present actionable insights.
  • Simplify Demand and Order Management: Capture customer orders, manage product configurations and automate order fulfillment with a tightly integrated CPQ and eCommerce platform.
  • Use Simple MES Data Exchanges: Reduce double-data entries, leverage accurate data between interfaces consistently, and import and export information for advanced MES practices for easier data collecting and transfers.
  • Deliver Centralized Client Management: Govern contacts, leads, patrons and more from any mobile device, making it easy to maintain and manage relationships and data anywhere. Supervise region, team and proposal insights in one centralized location instead of traveling to all worksites.
  • Exhibit Supply Chain Visibility: Use advanced electronic data interchange (EDI), material requirements planning (MRP), and advanced planning and scheduling (APS) to review inventory levels, manage demand fluctuations and ensure on-time deliveries.
  • Access Resources From Anywhere: Review operations, dashboards and vendors on the go with mobile access. Monitor processes on your preferred iOS or Android device via the CRM mobile app.
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  • Balance Sheet Cash Flow: Use flexible and straightforward self-service variance reports for business-wide utilization. Automate and streamline financial protocols to keep an eye on strategies and expansions. 
  • Expense Management: Remove information silos with driver-based expense forecasting and in-depth, incremental budgeting. Integrate this module with other back-end platforms to create a single information hub. 
  • Revenue Management: Perform drilled-down assessments to ensure strategies align with company objectives. 
  • Workforce Modeling: Execute company-wide planning and joint operations. Manage current headcount plans and associate fees to ensure plans fit budget parameters. 
  • Capital Management: Conduct expense distributions via an equipped rules engine. Plot fees efficiently. 
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  • Project Management
    • Planning and Analysis: Leverage user-established cost analytics throughout work breakdown structures (WBS), defining all project components and creating WBS templates for quick reference. Record all general ledger and project transactions in one centralized ledger for base reconciliations and reporting.
    • Contract Management: Meet contractual obligations while protecting profitability. Rely on the system to define source cost rates across levels, monitor resource ceilings, link planning contracts with projects and seamlessly develop claims for any or all contract lines on one screen.
    • Billing Types: Obtain several billing types, such as progress, fixed price, milestone and quantity. Use bill plans, recurring payment, subscriptions, time and expenses, part price lists, and markups.
  • Manufacturing
    • Lean Manufacturing: Optimize production processes, reduce waste and manage manufacturing operations by incorporating lean principles. Apply Kanban systems, enable manufacturing without work orders and automatically process material flow.
    • Job Management: Access detailed job tracking and reduce overproduction with drag-and-drop planning and material availability checks. Ensure quality and production with job manager assistance and production planners.
    • Manufacturing Execution System (MES): Monitor production activities and automatic data collection from equipment via touchscreen interfaces. Support operators in making smart decisions regarding productivity, waste reduction and risk mitigation.
    • Quality Assurance: Enhances quality control by providing tools for managing quality processes, inspections, supplier returns and automated debit processing within the manufacturing environment.
  • Analytics and Reporting
    • Sales and CRM: Uncover more detailed business patterns and obtain deeper awareness of accounts, regions, orders and more. Review net sales, shipped and ordered quantities, material costs, fixed and variable burdens and labor fees.
    • Materials Management: Optimize purchase spending and evaluate vendor performances. Track shipment progress and review costs, on-hand amounts, in-transit, bill of lading information and shipped on time, amongst others.
    • Financials: Govern cash flows for more trends with a holistic filter for payables, receivables, customer payment cycles and vendor payment conditions. Drill down into organized accounts and payments on income statements and balance sheets.
    • Production: Verify high-quality, manufactured products for the ideal client at the right time. Monitor tool quantities, good values, actual setup hours, defined labor rates, production run standards and more.
    • Preventive Maintenance: Employ the EDA equipment maintenance data and dashboard to inspect maintenance data for suppliers, tasks, plants and open and closed requests. Boost preventive maintenance services and average response times for obstacles so managers can catch production bottlenecks.
    • Field Service: Use EDA data to oversee consumers, parts, service call types and warranty eligibility linked with service requests. Summarize totals, call counts for each service representative and other relevant indications.
  • Data Exchange
    • Integrations: Import and export data quickly to avoid manual data entry mistakes while maintaining data integrity. Manage specific information, data amounts and file formats for easy storage and sharing. Allocate data expeditiously and handle detailed tasks for IT teams and administrators.
    • In and Outbound Data: Import master information from ERP systems and send production details between MRP and ERP solutions. Regulate where data goes and how to handle it with ease.
  • Financials Core
    • General Ledger: Process and post all purchases made across this and other solutions. Manage manual entries, meet economic compliances, boost productivity and push enterprise efficiency.
    • Accounts Payable: Implement petty cash to manage in and outbound cash activities, employee fees and advances, vendor expenditures and customer receipts. Track promissory notes, post-dated checks and other credit tools.
    • Accounts Receivable: Establish coherent tools to monitor invoicing, credit, cash and client requirements. Create automatic invoices via order releases to reduce more work and typos.
    • Business Architecture: Use the data discovery function to access pre-made financial management, accounts receivable and payable content. The human capital management link transfers information to payroll providers, benefit vendors and more.
    • Global Engines: Support financial management across locations, vendors and global boundaries with country-specific implementation packs. Support multi-currency transactions, automate conversions and accurate financial reporting.
  • Epicor Automation Studio: Let users connect data and automate workflows across various apps with Epicor Automation Studio, a built-in low-code iPaaS solution. Access an integration marketplace, pre-built workflow automation templates and other native tools.
  • Virtual Agents: Rely on chatbots to pinpoint supply chain disruptions and recommend sourcing options based on predictive events.
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Product Ranking

#94

among all
ERP Software

#11

among all
ERP Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Epicor Kinetic
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Analytics And Reporting Asset Management Customer Relationship Management Finance And Accounting Human Resource Management Inventory Management Manufacturing Order Management Procurement Project Management Service Management Supply Chain Management Warehouse Management 99 80 71 91 30 91 81 92 96 100 87 60 76 0 25 50 75 100
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User Sentiment Summary

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Good User Sentiment 935 reviews
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78%
of users recommend this product

Epicor Kinetic has a 'good' User Satisfaction Rating of 78% when considering 935 user reviews from 5 recognized software review sites.

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Synopsis of User Ratings and Reviews

Ease of Use: Adaptive Planning receives consistent praise for its user-friendly interface and intuitive design. Users with varying levels of technical expertise find it easy to navigate and operate, reducing the learning curve typically associated with complex ERP software. The drag-and-drop functionality and clear data visualizations contribute to a smooth and efficient user experience.
Cloud-Based Flexibility: As a cloud-based solution, Adaptive Planning offers the advantage of accessibility from anywhere with an internet connection. This eliminates the need for on-premises hardware and software installations, providing businesses with greater flexibility and scalability. Users appreciate the ability to access critical financial data and collaborate with team members remotely, enhancing productivity and responsiveness.
Robust Reporting and Analytics: Adaptive Planning's reporting and analytics capabilities empower users to gain valuable insights from their financial data. The software offers a wide range of pre-built reports and dashboards, along with the ability to create custom reports tailored to specific business needs. Users can easily analyze trends, identify patterns, and make data-driven decisions to optimize financial performance.
Integration Capabilities: Adaptive Planning integrates seamlessly with various other business systems, such as CRM, HR, and payroll applications. This integration eliminates data silos and ensures data consistency across different departments. Users value the ability to connect their financial data with other operational data, providing a holistic view of the business and facilitating more informed decision-making.
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Modern Interface: Approximately 52% of users say this solution has a flexible, user-friendly UI.
Flexibility and Customization: Approximately 87% of the users said Kinetic is easy to configure and has great customization options for multi-mode manufacturers.
Modules: Of the users who discussed features, 60% said this system offers a wide range of practical tools (i.e., KPI dashboards, accounting and financial management, part tracking and more).
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Limited Functionality: Adaptive Insights, while proficient in financial planning, may lack the comprehensive features required for all-encompassing enterprise resource planning (ERP) needs. For instance, it may not offer robust functionalities for managing human resources, supply chains, or customer relationships, potentially necessitating additional software solutions.
Customization Challenges: Adaptive Insights' customization options can be somewhat rigid, making it difficult for users to tailor the software to their specific workflows and unique business requirements. This inflexibility can lead to inefficiencies and frustration for users accustomed to more adaptable ERP systems.
Integration Complexities: Integrating Adaptive Insights with existing software infrastructure can pose challenges due to compatibility issues or intricate data mapping processes. These integration hurdles can impede seamless data flow and hinder the efficiency of business operations.
Cost Considerations: The subscription-based pricing model of Adaptive Insights can be a significant financial commitment for some organizations, particularly smaller businesses with limited budgets. The cost factor, coupled with potential additional expenses for implementation and support, may deter cost-conscious users.
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Overall Performance: Roughly 40% of users indicated that the system is buggy, cumbersome and has a clunky UI.
Customer Support: About 55% of users agree that the support team is ineffective and has poor quality.
Training: Approximately 77% of users mentioned a steep learning curve and limited training resources.
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Adaptive Planning has garnered a reputation for its user-friendly interface and robust reporting capabilities. Users frequently praise its intuitive design, making it easy for finance teams to navigate and generate reports without extensive training. The drag-and-drop functionality and customizable dashboards are particularly popular, allowing users to tailor the system to their specific needs. Compared to other ERP software options, Adaptive Planning excels in its ability to handle complex financial modeling and forecasting. Its scenario planning tools enable users to create multiple "what-if" scenarios and analyze the potential impact of different business decisions. This feature is especially valuable for organizations operating in dynamic markets or facing uncertain economic conditions. However, some users have noted that Adaptive Planning's implementation process can be time-consuming and require significant IT resources. Additionally, while the software offers a wide range of features, some users find that certain functionalities, such as expense management, are not as comprehensive as those offered by competing products like Oracle NetSuite or SAP. These limitations may necessitate the use of additional software solutions, potentially increasing overall costs and complexity. Despite these drawbacks, Adaptive Planning's strengths in financial planning and analysis make it a compelling choice for mid-sized to large businesses with complex financial needs. Its ease of use and powerful reporting capabilities empower finance teams to gain deeper insights into their data and make more informed decisions, ultimately driving business growth and profitability.

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Kinetic offers a comprehensive ERP solution designed for multimodal manufacturers. It offers a robust combination of core financials, extensive integrations and country-specific implementation support. The advanced overlaid manufacturing module addresses future scalability needs. Its modern interface supports various business models through manufacturing processes.The user-based subscription model lets businesses adjust costs based on their specific needs. The solution is available in both perpetual and subscription licensing models, providing businesses with the flexibility to choose the most suitable option.Features like MES data exchange and Kanban systems manage production processes and reduce waste. Additionally, in-depth business analytics provide valuable insights into sales, profit margins and workflow performance for informed decision-making.Users praise this vendor’s configurable options and range of functions that cater to their unique business needs. Positive feedback also includes mentions of a unified platform for customer interactions. Despite its robust customization and integration options, many users report a steep learning curve and limited training resources.Overall, Kinetic is a comprehensive ERP solution that offers significant benefits to manufacturers looking to improve their operational efficiency, decision-making and profitability.

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