Rootstock, in combination with their integration with FinancialForce.com, provides us a complete ERP package that allows us to grow and customize changes as we need. Although it was built primarily as an MRP application, we have been able to tweak it with Rootstock to make it suitable for our job-shop environment.
The project environment, once understood, is a powerful way to manage the business.
We now have a streamlined process where we can convert a won Salesforce Opportunity to Sales Order and Work Order without double entry. Then we buy and issue material to the job, build/print the shop router, and track all labor/direct/indirect costs.
Locked user interfaces:
Rootstock developed their pages almost entirely in Visualforce. This makes for some neat functionality, but the downside within the managed package environment is that this reduces the end-user's ability to customize pages. There is a lot of "clutter" -- fields that don't pertain to our business -- and we are not able to remove or rearrange the coded Visualforce pages. There are some objects that can be overridden, but it is a large effort and often clunky (unexpected errors that need to be sorted out with Rootstock Support) implementing.
Rootstock has put a lot more resources into customer satisfaction over the last few years. It is definitely helping. I give them credit for listening to customer needs and making positive changes.
-PO Requisitions for service items is not currently available, despite being on the roadmap. No target date provided.
-Their new app RootScan is designed to transact Rootstock on mobile. This comes at a hefty premium price. I do not think they should be charging a premium for RootScan.
-Integration between Rootstock and FinancialForce could use improvement:
COGS is tracked in Rootstock properly broken out as we like among Material, Labor, and Other Costs. However, Rootstock sends only one bundled COGS amount to FinancialForce which means our Financial statements cannot be broken out the way we are used to seeing it.
UPDATE: Rootstock now has a great distribution feature that solved for this problem (which we paid for).
Hardened objects is a real problem for salesforce customization. It limits our ability to do standard workflow automation, list view in-line edits, and much more. This is all to do with the complexity of Rootstock pages and their code.
We could do more with Rootstock if all objects that our end-users use were hardened.
Are you already a Salesforce customer? It's going to be a lot to take on if not. You might consider learning Salesforce first then making the leap to Rootstock.
If you are currently using Salesforce, JOIN THE ROOTSTOCK USERS GROUP!!!!
Rootstock is definitely heading in the right direction and you should expect that it will continue to grow based on its customers needs.
Transacting and tracking the core objects: sales orders, purchase orders, work orders, and inventory all on the SFDC platform is powerful. We really just needed Rootstock to give us the objects and fields, and then be flexible enough to allow us develop our own reports, automation, and other customizations.