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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 sfa services


NetSuite Is TEC Certified for ERP for Services Evaluation
NetSuite ERP is now TEC certified in the enterprise resource planning (ERP) for services software space. TEC's Ted Rohm gives you the benefits of NetSuite ERP

sfa services  from sales force automation (SFA) including popular/unpopular bundles and project types and full details of customer commitments; moving the organization from reactive to proactive by providing a real-time view of project profitability and advance notice of project status; and offering streamlined billing which will reduce days sales outstanding (DSO). NetSuite ERP’s UI has been significantly redesigned in Version 2014, release 2, which was rolled out to customers starting in July 2014. The redesign is

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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

Sales Force Automation (SFA) Software Evaluation Report

Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining contact data. Systems often include various levels of analytic and reporting capabilities. 

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EBSuite CRM


The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules.  

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Entellium


Located in Seattle, Washington (US), Entellium has a research and development center in Malaysia and global consulting services worldwide. It has provided CRM solutions to global brands such as Pan Pacific Hotels, Standard Chartered Bank, MCIS Zurich Insurance, and TELUS. Entellium is one of the fastest growing CRM companies today. Furthermore, Entellium delivers the best post-sales support in the CRM industry with free training, world-wide 24x7 help desk access and a dedicated account manager to ensure a quick deployment.

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CRM for Financial and Insurance Markets RFI/RFP Template


Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology

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SpringCM and SteelBrick Partner to Accelerate Sales Cycles


At the Salesforce1 World Tour event in Chicago, SpringCM, a content cloud services provider, and SteelBrick, a provider of easy-to-use configure, price, quote (CPQ) apps for salesforce.com customers, announced the delivery of an integrated application that aims to accelerate quote-to-cash sales cycles.

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Basic Energy Services: Getting Paychecks out The Door with SAP ERP


With thousands of employees providing a range of well-site services, US–based Basic Energy Services Inc. is “basic” to the operation of oil and gas wells spread across 13 states. Faced with high turnover rates among field employees, Basic Energy realized its existing human resources (HR) software was limiting its ability to conduct business efficiently. Learn how an integrated human capital management solution helped.

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SAP Extends Maximum Attention to More of its Services and Support Customers


SAP is known for its enterprise software solutions, but the company's focus on professional services as of late is allowing SAP to offer more of what customers need from a single source. TEC Principal Analyst P.J. Jakovljevic details SAP Services' broad range of offerings and levels of services, including the latest developments with SAP MaxAttention, SAP's RDS, BTS, and SAP Custom Development.

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Configuration Data Services, Inc


Founded in 1970, Configuration Data Services, Inc. (CDS) is a privately owned corporation headquartered in Irvine, California (US). CDS provides expertise in product data management software development, integration, installation and implementation of database software, software maintenance, and database conversion.

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RP Software Review: IFS Application version 8.0 for ERP for Services


This enterprise resource planning (ERP) solution software review report examines the ERP software by IFS and its support for business management processes against known benchmarks. It assesses IFS Application (v. 80) for ERP functionality and reviews the product’s support capacity with a focus on:

  • Portfolio and Project Management
  • Resource Planning and Scheduling
  • Opportunity, Contact, and Contract Management
  • Time and Expense Management
  • Budgeting, Costing, and Billing
  • Knowledge Management, Collaboration, and Analysis
  • Third-party Integration
  • Back-Office Functionality

The report also contains an independent analyst’s review of the ERP software based on a demonstration provided by IFS. The review identifies the features of IFS Applications that distinguishes it from other business process management solutions, including its compatibility with multiple sites and companies, its integrated document management feature, and its support for mobile operations across various devices. In this review, the analyst outlines the software provider’s implementation process, support model, and target user base.

IFS Applications achieved TEC certification status for its ERP software solution by completing TEC’s certification program, which includes a demonstration of the ERP software’s support for specific real-world business process and a detailed functional benchmarking analysis.

Based on a demonstration of IFS Applications, a TEC analyst has assessed the ERP software’s features, evaluating the software against known industry benchmarks, to determine that IFS Applications by IFS is a strong services support ERP system.

Download this software review report for product analysis and comparison, an in-depth analyst commentary, and to learn more about how IFS Applications can help businesses achieve their ERP objectives.

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Software Selection Services Overview


TEC’s Software Selection Services team can equip your company with everything you need to manage your own selection project, or get directly involved to guide you through important project milestones. In either case, you'll benefit from our best-practice selection methodology as you build the foundation for implementation success.

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TEC 2012 ERP for Services Buyer's Guide


ERP for services solutions are changing the way professional services companies do business by combining powerful project- and resource-management tools with essential back-office functionality. Learn all about these solutions in TEC's 2012 ERP for Services Buyer's Guide. Plus get detailed product comparisons, a comprehensive vendor directory, customer success stories, and thought leadership from industry experts.

The scope of this guide makes it practically impossible to describe all the software requirements and offer existing solutions for services organizations of all types and sizes in an extremely diversified and highly specialized market. But the good news is that there are some commonalities among services-oriented companies, and the software solutions that address their needs can be suitable for a broad range of services-based organizations. The majority of services-based businesses, regardless of their market niche, will find their typical business processes covered in this guide. We will discuss the business challenges and pain points that services organizations face in fulfilling their objectives and the need for a specialized enterprise resource planning (ERP) software system to help them address these challenges and enable better decision making.

The primary audience for this buyer’s guide is services organization managers, business subject matter professionals at all levels, IT managers and experts, and consultants in the software selection market space who are directly or indirectly involved in corporate software selection processes, or, at least, influence those who make such decisions. This guide addresses the software needs of services-based companies that fall under the following example categories:

  • Managerial and/or specific consulting services companies
  • Financial services and auditing firms
  • Research organizations
  • Law firms
  • Advertising, public relations, and marketing agencies
  • Customer-specific software development companies
  • Recruitment and staffing companies



Table of Contents


Preface

2012 ERP for Services Buyer’s Guide

Definition of a Services Company

Business Challenges of Services-Oriented Companies

The Need for ERP for Services Software

Conclusion

Product Comparison

TEC Resources

Casebook

Counter-economy Factors Driving North American Steel Fabricator: While Landscape of Energy, Abundance and Employee Competition Defies Prevailing Market Trends, Waiward Steel Taps UNIT4 ERP/Business Change Support to Add $700k (5%) New Annual Profits

IFS Customer Success Story Todd Pacific Shipyards Chart a Course for Success with IFS Applications

Project Insight Customer Success Story NFI Industries

Epicor Customer Success Story Portenntum de Mexico Uses Epicor to Help Streamline Business Process

Thought Leadership by Epicor Increase Enterprise Visibility to Provide a Competitive Edge in Professional Services

KeyedIn Solutions Customer Success Story Pharmaceutical and Health Care Leader Solves Project Control and Health Problems at Division and Country Level


Vendor Directory


Download the full copy of the TEC 2012 ERP Buyer’s Guide for services.



Report Preview


Business Challenges of Services-oriented Companies


The services provided by services-based organizations as described above are commonly referred to as professional services. Consequently, the software market segment that caters to such businesses and provides specific application products is known as professional services automation (PSA). Another cluster of software packages is very similar in design—project portfolio management for professional services automation (PPM for PSA). This type of software is intended to support business activities similar to those addressed by PSA; it usually originates from a simpler project portfolio management (PPM) system that is expanded with the addition of billing, time tracking, and other PSAspecific activities. Usually PPM for PSA systems lack or do not offer extensive support for back-office processes—financial management of the entire organization, human resources management, purchasing, and so on—as these systems are more focused on project delivery to clients. ERP for Services software, on the other hand, is a broader type of solution that includes support for both project delivery business procedures and backoffice processes that are not visible to clients but are still essential for running a company.

Because of the project-based and people-oriented nature of services organizations, this business segment requires software applications that are capable of supporting servicesoriented business processes and adequately handling multiple internal challenges that are intrinsic to this industry.



Download the full copy of the TEC 2012 ERP Buyer’s Guide for services.

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