Rootstock vs WorkWise

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Our analysts compared Rootstock vs WorkWise based on data from our 400+ point analysis of Manufacturing Software, user reviews and our own crowdsourced data from our free software selection platform.

Rootstock Software Tool
WorkWise Software Tool

Product Basics

Rootstock Manufacturing ERP is a cloud-based platform that combines finances, supply chain, distribution, production and customer relationship management into one centralized platform built on Salesforce. Through this connectivity, it can automate tasks, improve productivity and reduce human error. It’s highly configurable and allows users to gain insights based on unique business requirements.

Notable features include capabilities for engineer-to-order (ETO), configure-to-order (CTO) and project-based manufacturing to manage complex projects and outsourced production. The 360-degree customer data view improves collaboration between sales and operations teams for a smoother quote-to-cash process.

It’s mobile-friendly and available for deployment in the cloud, making it highly accessible to a range of users. It’s suitable for businesses of varying sizes and industries.

To learn more about Rootstock, visit their company profile.

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WorkWise ERP is a role-based software for discrete manufacturers that use engineering to produce their merchandise. It assists from conception and design to manufacturing and delivery. It automates the tedious manufacturing tasks and allows manufacturers to focus on optimizing the production, marketing and the financial sides of their businesses. For example, it ensures that employees are always aware of inventory locations and levels, so they’re able to focus on more complex manufacturing tasks.

It can deploy in the cloud or on-premises. Comprehensive implementation and support services are available. It’s built specifically for make-to-order, configure-to-order, engineer-to-order, build-to-stock and mixed-mode manufacturers.

Pros
  • Intuitive interface
  • Improves inventory visibility
  • Streamlines production scheduling
  • Solid customer support
  • Flexible customization options
Cons
  • Steeper learning curve
  • Limited reporting features
  • Occasional bugs and glitches
  • Can be costly for smaller businesses
  • Mobile app could be more robust
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$200/User, Monthly
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$2,000 Monthly
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Tailored to your specific needs
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Cloud
On-Premise
Mobile
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Mobile
Architectural Fabrication
BACA SYSTEMS
DEMOUNTABLECONCEPTS
Fike
GIRTZ
Handsfee Group
PRO-TECH
SPR Therapeutics
Star Milling Co
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Product Assistance

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Knowledge Base
24/7 Live Support
Email
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24/7 Live Support

Product Insights

  • Adjust and Scale: Configure the system as business needs change or grow. Add new modules, alter dashboards to show relevant insights and define elements such as warranties to meet company goals.
  • Connect Business Workflows: Connect various business workflows in a centralized location. Improve forecasting accuracy, order processing and inventory levels across networks with connected workflows and integrated supply chain apps.
  • Access Data From Anywhere: Monitor workflows and dashboards from any location and device with cloud access.
  • Work Smarter and Faster: Use advanced analytics and artificial intelligence to uncover patterns, bottlenecks and business trends. Get best practices and courses of action recommendations.
  • Improve Operational Agility: Streamline workflows and automate management tools to improve operational agility and adapt to dynamic customer needs and business challenges. Uncover new opportunities and markets and deliver products faster.
  • Stay Connected: Strengthen supplier relationships, minimize stockouts and ensure consistent materials flow with access to centralized databases. Enable uninterrupted production by letting users stay connected with people across departments.
  • Gain a 360-Degree View: Gain complete visibility of end-to-end business processes and customer interactions. Empower informed decisions with access to customer, inventory, production and financial data in a single platform. Ensure transparent communication between vendors’ suppliers, manufacturers, distributors and customers. View real-time inventory metrics based on location, serial number and lot number.
  • Focus on Manufacturers: Use features specifically designed for unique manufacturing needs. Simplify complex workflows, from engineer-to-order processes to supply chains and inventory levels.
  • Customize Dashboards: Create personalized dashboards for any role within the organization, from CEO to salesperson. Let users identify trends, opportunities and potential threats at a glance. Drill down and analyze specific KPIs with a single click to make more effective decisions.
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  • Improve Customer Service: The WorkWise CRM module provides users with the necessary tools for quickly delivering solutions to customers and increasing employee productivity. This can encourage employees to flourish in their roles and provide their best customer service. 
  • Optimize Supply Chain Management: Accurate, real-time data enables users to make decisions that shorten cycle times. For example, forecasting capabilities help users anticipate inventory demand, preventing disruptions in the supply chain.  
  • Cut Costs: Improved manufacturing efficiencies and financial analysis capabilities provide ample opportunity to cut costs. Additionally, improved employee productivity — which comes as a result of automating tedious tasks such as schedule building — reduces labor costs.  
  • Go Paperless: WorkWise ERP can assist in going paperless with electronic data capture and other document management features. With the implementation of WorkWise ERP, all business processes become completely digital, and any remaining paper legacy documents can be uploaded with the electronic data capture feature. 
  • Stay Informed: From the availability of real-time data to instant messaging and notifications, the system provides visibility and streamlines communication so you’re always informed.  
  • Ensure Compliance: Data journaling can help users maintain an audit trail and stay compliant with Sarbanes-Oxley reports. In addition, quality management capabilities that include a partnership with uniPoint Software can make it easier to ensure ISO compliance. 
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  • Core Financials: Control all financial operations with fully supported out-of-the-box features like bank account reconciliation, general ledger management, invoicing, budget creation, project accounting and financial audit management.
  • Procurement Management: Rely on a vendor master record for quick access to vendor details and track billing with three-way matching. Create and submit purchase requests and RFQs, and track them with filters like user requests, due dates, status and more. View discrepancies and choose to override, write off and process approvals using standard approval flows.
  • Manufacturing: Manage vital functions like creating and revising single and multi-level bills of materials (BOM). Create and route jobs manually or automatically with the required information. Create, store and retrieve dispatch lists detailing each job, priority, location, order number and job status.
  • Inventory Management: Access a master inventory list for all inventory-related settings. Review and adjust transactions to either increase or decrease the existing inventory of an item in a specific stock location ID/number. Manage stock reservation and replenishment with ease. Build and disassemble kits for sale and work orders.
  • Warehouse Management: Enable multi-warehouse, multi-location planning and fulfillment with the distribution requirements planning (DRP) module. Receive advanced shipping notices (ASN) for outbound EDI 856 transactions. Enable labor planning and scheduling based on labor standards, work center resources and calendars. Determine resource availability and identify overload conditions.
  • Order Management: Create purchase orders for dropshipping by including and adjusting the ship-to addresses. Get automatic estimates and convert quotes from Salesforce into the system to create orders for stock items, kits, configured products and non-physical items. Access sales order history and allow users to split order invoices into two batches.
  • Project Management: Define various projects with the project workbench tool. Capture active projects as revenues or costs, and get real-time snapshots of project data. Use project charge codes to label various ad hoc activities and job codes for pre-defined actions.
  • Analytics and Reporting: Leverage the Salesforce Data Loader to export data into CSV files. Create standard reports on account payables and receivables, cycle counts and more with multiple reporting formats. Access dashboards to review financial and operational metrics.
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  • Customer Relationship Management: The CRM manages marketing, sales and customer service responsibilities. It’s designed to provide exceptional customer service with several features, such as quoting and estimating, order management and returns and warranties. It also comes with an electronic data interchange feature and an e-commerce gateway for managing customer-facing applications. 
  • Engineering Application: The engineering application helps users maintain data and work with their CAD application. The system can integrate almost any CAD application. The bills of material application can work with every style of BOM and coordinate with all supply chain functions, from customer order processing to production costing. The routings application handles scheduling, work loading and cost planning. 
  • Planning Suite: The planning suite manages capacity requirements planning, material requirements planning and master production scheduling. The advanced forecasting feature can help with balancing supply and demand. 
  • Materials Suite: The materials suite provides users control over their materials-related tasks, such as purchasing and requisitions, mobile data collection and shipping. The mobile inventory control application is included in the solution and can deploy barcode enabled handheld mobile devices. The system integrates with major shipping carriers and can manage shipments with multiple carriers. 
  • Production Suite: The production suite streamlines ERP manufacturing processes to help users manage quality, schedule maintenance operations, manage shop floor changes and more. The suite comes with a visual scheduling feature as well as a Kanban visual communication system. Other features include shop floor control, production dispatch & reporting, equipment maintenance and quality management. 
  • Finance Suite: The finance suite monitors financial health with standard accounting features as well as more advanced capabilities. The system’s accounting features include a general ledger, accounts payable and receivable, fixed assets management and payroll management. Several features within the suite leverage financial data to create reports or conduct analyses, such as planned vs. actual cost. It also automates sales tax management. 
  • Documents Suite: The document suite provides paperless document management with the business process repository (BPR), barcode generator and a document linking application. It allows the user to capture information electronically and manage and archive data. Label management can create any type of barcode label and the BPR retains business process information for accessibility across all departments. 
  • Analytics Suite: The analytics suite provides access to graphs and data. It can enable desktop notifications and mobile alerts. The Workwise Event Manager allows users to communicate through instant messaging. The Data Journaling application can help with the collection and management of data for audit trails. 
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Product Ranking

#42

among all
Manufacturing Software

#85

among all
Manufacturing Software

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User Sentiment Summary

Great User Sentiment 63 reviews
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81%
of users recommend this product

Rootstock has a 'great' User Satisfaction Rating of 81% when considering 63 user reviews from 3 recognized software review sites.

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3.8 (43)
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4.6 (11)
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4.6 (9)
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Synopsis of User Ratings and Reviews

Adaptable to Specific Needs: Rootstock Manufacturing ERP provides a high degree of configurability, allowing users to tailor the system to their specific manufacturing processes and requirements. This adaptability ensures a close fit with existing workflows and reduces the need for extensive customizations.
Real-Time Visibility: Rootstock Manufacturing ERP offers real-time visibility into inventory levels, production schedules and shop floor activities. This real-time data empowers informed decision-making, optimized production processes and quick responses to changing conditions.
Salesforce Integration: Rootstock's seamless Salesforce integration provides a unified platform for managing front and back-office operations. This integration streamlines data flow, enhances department collaboration, and provides a comprehensive view of customer interactions and manufacturing processes.
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Improved Inventory Management: Real-time visibility and control over stock levels, reducing waste and optimizing production.
Streamlined Production Scheduling: Efficiently plan and track production processes, minimizing downtime and maximizing output.
Enhanced Quality Control: Integrated quality checks and traceability features ensure consistent product quality.
Data-Driven Decision Making: Gain actionable insights from production data to optimize operations and improve efficiency.
Scalable and Flexible: Adapts to your growing business needs and integrates seamlessly with existing systems.
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Limited Functionality: Rootstock's capabilities may not be sufficient for complex manufacturing processes, especially those involving engineer-to-order or configure-to-order scenarios. The platform may require additional customization or integration with other software to meet specific needs.
Usability Challenges: The user interface can be complex and difficult to navigate, particularly for users unfamiliar with Salesforce or ERP systems. This can lead to a steep learning curve and require additional training for effective use.
Implementation Complexity: Implementing Rootstock can be a time-consuming and resource-intensive process, often requiring significant IT support and expertise. The complexity of integration with existing systems and data migration can further extend implementation timelines.
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Steeper Learning Curve: Requires significant investment in training and onboarding due to feature complexity.
Limited Reporting Customization: Predefined reports may not fully meet specific data analysis needs.
Occasional Bugs and Glitches: Users report occasional software bugs and glitches that disrupt workflows.
Costly for Smaller Businesses: Subscription fees and implementation costs can be high for smaller manufacturers.
Mobile App Limitations: Mobile app lacks full functionality and offline capabilities compared to the desktop version.
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Rootstock Manufacturing ERP garnered a mixed bag of user reviews over the past year. Its strengths lie in its robust functionality and seamless integration with Salesforce, making it a top choice for existing Salesforce users.Users particularly appreciate the platform's flexibility and customizability, allowing them to tailor the software to their needs and workflows. However, Rootstock's complexity can also be a double-edged sword, as some users find the interface overwhelming and the learning curve steep. Additionally, implementation can be time-consuming and require significant resources, especially for larger organizations with complex processes.Compared to similar ERP solutions like SAP and Oracle NetSuite, Rootstock Manufacturing ERP stands out with its native Salesforce integration and industry-specific focus on manufacturing. This tight integration streamlines data flow, improves visibility and eliminates the need for costly and complex middleware. While SAP and Oracle NetSuite offer broader functions, Rootstock's manufacturing-specific features are ideal for businesses in this sector.In conclusion, Rootstock Manufacturing ERP is suitable for mid-sized to large manufacturing companies already in the Salesforce ecosystem. However, businesses must prepare to invest time and resources into implementation and training to make the best of this robust platform. Smaller companies or those without Salesforce may find other ERP systems easier to use and implement.

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WorkWise user reviews offer a nuanced perspective on its strengths and drawbacks. For some, it's a game-changer: "Switching from Acumatica to WorkWise felt like upgrading from dial-up to fiber optic internet. Everything is so much faster and more efficient." The real-time inventory visibility and streamlined production scheduling are often praised, with users noting, "We used to spend hours manually tracking inventory with Epicor, now WorkWise does it all, giving us valuable time back." However, the complexity can be intimidating. New users often face an uphill battle: "It's incredibly powerful, but it took our team months to feel comfortable using it all compared to Acumatica's more user-friendly interface. The learning curve is definitely steeper than Epicor's." This complexity extends to the customization options, a double-edged sword: "You can tailor WorkWise to your exact needs, but if you're not careful, it can become a tangled mess like Epicor's overly-customized systems." Reporting leaves mixed reviews. While some appreciate the data-driven insights, others crave more flexibility: "The pre-built reports are useful, but I need to dig deeper into specific data points like Epicor allows, and WorkWise doesn't quite offer that granularity." Ultimately, WorkWise excels for manufacturers seeking robust control over inventory and production. Users who value ease of use and out-of-the-box reporting might need to look elsewhere. As one user aptly concluded, "WorkWise is like a Swiss Army knife – incredibly versatile, but requires some effort to master, unlike Acumatica's straightforward approach."

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