Workato vs Epicor Kinetic

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Our analysts compared Workato 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.

Epicor Kinetic Software Tool

Product Basics

Workato is a cloud-based automation and integration platform that automates tasks. It doesn’t require any coding and uses machine learning and patent technology to create and implement automation. Integrate apps and automate business workflow without compromising on security and governance. The secure services manage complex business logic, multi-step tasks and conditional actions, which users can do without creating scripts. Businesses perform enterprise-level integration and process automation with AI. From sales, support to marketing, it offers integration for numerous applications. It’s designed to scale and minimize operating costs and expenses significantly.
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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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$17,500 Annually
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Boyer Machine and Tool Company

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Product Insights

  • Ensure Data Security: Meet the highly-regarded data security and governance requirements like SOC2, HIPAA and GDPR. Prevent security issues with role-based access control. 
  • More Customer-Centric Engagement: Forecast spending, decide the budget and know how much to pay over time with a subscription model 
  • Keep Invaluable Technology: Integrate instead of replacing the on-premise technology or legacy system with the technology in the cloud. Gain access to and utilize data in new ways. 
  • Save Time: Keep the team in sync by providing data across different systems and apps. Save time by eliminating silos and free employees from having to switch between apps or manually entering info. 
  • Enhance Decision Making: Provide analysts with a high value of accurate data collected from numerous applications and synced with BI and analytics tools to help make better decisions. 
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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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  • Next-Gen iPaaS: Create visually intuitive integrations quickly and easily. Sync data from a single transaction to multiple rows in varied volumes and speed — real-time, scheduled or batch. Eliminate the challenges associated with infrastructure provisioning and capacity planning with cloud platforms. 
  • Modern RPA: Access dark data with screen scraping technology and use APIs for reliable interaction with modern systems. Provide the right tool for the right purpose with the correct mix of AI- and UI-based automation. Create support and maintenance automation and optimize resources.  
  • Enterprise Flow Automation: Go from integration to business automation by adding events and system actions. Ensure communication between multiple enterprise applications with various functions. 
  • Smart Data Pipeline: Minimize the complexities of APIs, capacity planning and infrastructure maintenance by importing data into warehouses like Snowflake or RedShift. Ensure dynamic throughput optimization and quickly adapt to source schema modifications  
  • Low Code API Management: Handle the complete life cycle of APIs with internal and external partners. Empower re-usability and decouple systems by creating microservices. Make sure the data is not compromised by selectively exposing data using APIs. 
  • Enterprise Chatbots: Create custom bots and provide a personalized experience to the customers with a low-code workbot platform. Build apps to enhance communication and directly complete tasks like assigning and escalating tickets and reviewing and approving the proposals. Make sure only authorized users take sensitive actions by authenticating them. 
  • Recipe IQ: Create integration and automation with the assistance of Machine learning algorithms. Transform the business for intelligent custom services and journeys.  
  • Digital Native Architecture: Enhance collaboration between businesses by creating and operating intelligent automation. Build integration recipes and automate tasks using recoverable transactions and auto-scaling. 
  • Audit Log: Enable users to keep track of significant events in chronological order. Keep a log of recipe jobs and every single step involved. Get complete transparency over the recent versions of the recipe. Go back to the older version to fix any problem or update to a new version without losing any data 
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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

#48

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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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

Excellent User Sentiment 33 reviews
Good User Sentiment 935 reviews
94%
of users recommend this product

Workato has a 'excellent' User Satisfaction Rating of 94% when considering 33 user reviews from 1 recognized software review sites.

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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4.3 (11)
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3.7 (409)
4.7 (33)
3.9 (175)
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4.2 (229)
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3.9 (111)

Awards

Workato stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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Synopsis of User Ratings and Reviews

Extensive Pre-Built Connectors: Workato offers a wide range of pre-built connectors for popular applications, including those commonly used in ERP systems such as Salesforce, NetSuite, and SAP. This can save time and effort during integration projects.
Low-Code/No-Code Platform: The platform's visual interface and drag-and-drop functionality make it accessible to users with varying technical skill levels. This can empower business users to participate in integration projects and reduce reliance on IT departments.
Community & Support: Workato has an active user community and provides various support options, including documentation, tutorials, and a support portal. This can be helpful for users who need assistance with the platform.
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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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Steep Learning Curve: Workato's interface can be overwhelming for new users due to its extensive features and functionalities. Effectively using the platform often requires significant time investment to learn its intricacies, which can be a barrier for teams seeking a quick and easy integration solution.
Pricing Structure: Workato's pricing model is based on the number of connectors and recipes used, which can lead to escalating costs as integration needs grow. This pricing structure may not be suitable for organizations with extensive integration requirements or those with unpredictable usage patterns.
Limited Error Handling: Workato's error handling capabilities have been a point of contention for some users. Troubleshooting errors can be challenging, and the platform's logging and debugging tools may not provide sufficient detail to effectively identify and resolve issues. This can lead to frustration and delays in integration processes.
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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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Workato has been making waves in the business world, but is it all it's cracked up to be? User reviews from the past year paint a picture of a powerful tool with some quirks. Workato shines with its ease of use; its drag-and-drop interface makes building workflows a breeze, even for non-techies. It also boasts impressive flexibility, connecting to a vast array of apps like Salesforce, Slack, and Workday, allowing businesses to automate tasks across their entire tech stack. However, some users find the initial setup a bit complex, and navigating the sea of available integrations can feel overwhelming. Compared to similar platforms like Zapier or Microsoft Power Automate, Workato stands out with its ability to handle more complex workflows and its focus on enterprise-level solutions. This makes it ideal for larger businesses with intricate processes and a need for robust automation capabilities. If you're a small business with simple automation needs, Workato might be overkill, but for larger organizations looking to streamline operations and boost efficiency, it's definitely worth considering.

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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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