Role-Based ERP Review - why 4.6 stars?

Shlomi Lavi / updated: Nov 12, 2022

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What is Role-Based ERP?

Role-based ERP is an enterprise resource planning and management solution for your business. The software was designed by WorkWise LLC, headquartered in Wisconsin, United States. Like major ERP solutions, it follows the modular architecture and also offers inventory and CRM solutions.

Who is it best for?

The software is an ideal solution for small and medium businesses, although it has also been used in several large enterprises. This is because of the flexible structure and modular architecture of the software which makes it suitable for varying business sizes.

If you want to reduce your manufacturing costs and save capital and resources by efficiently managing time, Role-Based ERP can do just that for you. Manufacturing businesses from any industry can use the software and it has been deployed in businesses from a variety of industrial backgrounds.

Some major customers that have found the use of the software helpful include ASI Doors, Nercon Eng., Racine Metal Fab, Ltd., Douglas Dynamics, and Marine Travelift, Inc. etc.

Main features and functionalities

The software offers separate modules for ERP, inventory management, CRM and other aspects of the business. The wide range of features on the software allows you to define and build specific roles to be deployed at individual or group level. Important ERP features include scheduling, accounts payable and receivable, and customer survey, customer lookup, customer orders, procurement, and shipping etc.

The role based tools provided by the software aim at decreasing the manufacturing costs and increasing productivity. From the perspective of the users, queries can be saved for later use and can also be exported directly into Microsoft Excel. You also have the freedom of customizing the browser and navigation preferences.

Along with the manufacturing and CRM applications, the software also offers call center support during and after the implementation phase. For quick and efficient progress of the project, the software provides built-in management checkpoints.

What is the actual cost?

The cost of license starts at $40 per user/month. ITQlick pricing score is 3.2 out of 10 (10 is most expensive). Access ITQlick pricing guide for Role-Based ERP. You can also find here pricing information from Role-Based ERP's website.

Pros

• Different applications of the software allow you to define specific roles for individuals and groups.
• You have the option of purchasing separate modules and not the complete solution.
• Users can save present queries to be used in future work without any need to manually do that.
• Other than customization in reporting, the software also allows customization in browser and navigation preferences.
• The software offers built-in management checkpoints to make sure that you remain abreast of project progress.

Cons

• The software exclusively offers on premise deployment with no option for online deployment.
• There is no facility for quoting and estimating services on Role-Based ERP.
• The software does not offer the important features of job costing and job scheduling.
• There are no integration capabilities with popular applications such as QuickBooks and Primavera.
• You do not have the facility of generating shipping labels and printing packing slips.

How it stacks up?

Access a head to head analysis of Role-Based ERP vs alternative software solutions.

Frequently Asked Questions (FAQs)