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1 Info-Tech Research Group Vendor Landscape: Mid-Market ERP

2 Info-Tech Research Group Vendor Landscape: Mid-Market ERP

3 Info-Tech Research Group Vendor Landscape: Mid-Market ERP

4 Info-Tech Research Group Vendor Landscape: Mid-Market ERP

5 Info-Tech Research Group Vendor Landscape: Mid-Market ERP

6 Info-Tech Research Group Vendor Landscape: Mid-Market ERP

7 Info-Tech Research Group Vendor Landscape: Mid-Market ERP

8 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
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Vendor Landscape: Mid-Market ERP
Cloud ERP dominates this market.
9 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
The mid-market is filled with innovative and vertical-focused ERP solutions.
Introduction
Enterprises seeking to select a solution for
financial management and efficient planning
of operations.
Their ERP use case may include:
• Geographically distributed organizations
with complex resourcing.
• Organizations that need to quickly gain
control of their resourcing.
• Organizations with volatile resources (i.e.
perishable, difficult to move).
This Research Is Designed For: This Research Will Help You:
Understand what‟s new in the ERP market.
Evaluate ERP vendors and products for your
enterprise needs.
Determine which products are most appropriate
for particular use cases and scenarios.
10 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Executive summary
Info-Tech evaluated ten products in the ERP market,
including the following notable performers:
Champions:
• Sage 300. Sage provides top-notch support on a product that‟s
intuitive and well designed.
• NetSuite has a wide variety of additional tools for sharing and
analyzing data.
• Sage 500 provides small IT shops with process controls that
include an updated and clean UI.
• Infor. The ION and Infor Ming.le front-end add-ons provide
unparalleled long-term flexibility and ease of use.
• Epicor offers a very good core offering that is highly extensible.
Value Award:
• Epicor. The feature set and additional tools are above average for
the price point.
Trend Setter Award:
• Infor. The strategy to target micro-verticals with discrete products
gives Infor the best user experience and focused resource planning
suite.
1. Focus on data management tools:
ERP as a whole has stayed static in the mid-
market. The real differentiator is how data
can be analyzed and protected.

2. Long-term value will be in the analytics:
ERP is moving beyond traditional recording
of transactional data to include analytics and
workflow automation.

3. Ease of use is becoming important:
Role-based configuration is the fastest, most
cost effective way to see real benefits from a
new ERP system. Vendors are finally
providing the tools to configure user views
rather than customize processes.
Info-Tech Insight
11 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
How to use this Vendor Landscape
*Guided Implementations are included in most
advisory membership seats.
There are multiple ways you can use this Info-Tech Vendor Landscape in
your organization. Choose the option that best fits your needs:
Vendor
Landscape
Free Guided
Implementation
Do-It-Yourself
Use this Vendor Landscape to help
you complete your purchasing
decision. The slides in this Vendor
Landscape will walk you through our
recommended evaluated vendors in
this market space with supporting
tools and deliverables ready for you
to make your decision.
We recommend that you supplement
the Vendor Landscape with a
Guided Implementation.
At no additional cost to you*, our
expert analysts will provide
telephone assistance to you and
your team at key milestones in the
decision to review your materials,
answer your questions, and explain
our methodologies.
12 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Book a free guided implementation today!
Info-Tech is just a phone call away and can assist you with your
project. Our expert Analysts can guide you to successful project
completion. For most members, this service is available at no
additional cost.*
Here‟s how it works:
1. Enroll in a Guided Implementation for your project
Send an email to GuidedImplementations@InfoTech.com or call 1-888-670-8889
and ask for the Guided Implementation Coordinator.
2. Book your analyst meetings
Once you are enrolled in a Guided Implementation, our analysts will reach out to
book a series of milestone-related telephone meetings with you and your team.
3. Get advice from a subject matter expert
At each Guided Implementation point, our Consulting Analyst will review your
completed deliverables with you, answer any of your questions, and work with you
to plan out your next phase.
*Guided Implementations
are included in most
advisory membership seats.
This symbol signifies
when you‟ve reached a
Guided Implementation
point in your project.
13 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Book a Guided Implementation Today: Info-Tech is just a phone call away and can assist you with your
evaluation. Our expert Analysts can guide you to successful technology selection.
Here are the suggested Guided Implementation points for the Mid-Market ERP Vendor Landscape:
Guided Implementation points in the Mid-Market ERP
Vendor Landscape
Section 1: Shortlist Assistance and Requirements
Get off to a productive start: Discuss the market space and how vendors are evaluated.
Decide on which deployment option suits you best and narrow down the options based on
customized requirements.
Section 2: RFP and Budget Review
Interpret and act on RFP results: Review vendors‟ RFPs and ensure the solution is meeting
your needs. Discuss average pricing of solutions and what can fit into your budget.
Section 3: Negotiation and Contract Review
Purchase optimization: Review contracts and discuss best practices in negotiation tactics to
get the best price for your solution.
This symbol signifies
when you‟ve reached a
Guided Implementation
point in your project.
To enroll, send an email to GuidedImplementations@InfoTech.com or call 1-888-670-8889 and ask for the
Guided Implementation Coordinator.
14 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Market overview
• ERP started in the sixties as mainframe tools to
automate repetitive manufacturing schedules.

• The standardization of databases by Oracle and
Microsoft allowed for greater integration of enterprise
modules, such as CRM and industry-specific
functionality. The key to success became the
capabilities of the channel partners.

• Enterprises were presented with the challenge of
managing and effectively using an ever-increasing
volume of data.

• The advent of web-based software offerings (SaaS)
decreased the initial cost of deploying an ERP system,
furthering SME market adoption. Integration and
industry specialization remain a challenge.
• ERP has become the latest enterprise application to be
available as a cloud SaaS. SaaS has eased the
adoption of ERP and the extensibility of existing
deployments.

• ERP is moving from merely a record of transactions to
the main data repository for the organization. The
incorporation of analytics and workflow management is
becoming increasingly important.

• Large vendors are easing customization challenges with
UI improvements and different deployment options.
Their approach potentially diminishes the need for ISVs
and VARs for large segments of the market.
How it got here Where it’s going
As the market evolves, capabilities that were once cutting edge become default and new functionality
becomes differentiating. The ability to support multiple sites has become a Table Stakes capability and should
no longer be used to differentiate solutions. Instead focus on usability and data visualization to get the best fit
for your requirements.
15 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
ERP vendor selection / knock-out criteria: market share, mind
share, and platform coverage
• Sage. Provides two products for this space: 500 (formerly MAS 500) for the mid to large-sized segment, and 300 ERP
(formerly ERP Accpac) for the small to mid-sized segment.
• SAP. The gold standard in ERP, particularly for large enterprises. Business One is SAP‟s mid-market offering.
• Oracle. Provides the database architecture for many of these vendors. JD Edwards EnterpriseOne is the elder
statesman of the mid-market ERP market.
• Microsoft. The Dynamics line contains solutions that cover the whole of the mid-market space. Info-Tech reviewed GP
and NAV for this Vendor Landscape.
• NetSuite. The most established SaaS offering has seen tremendous growth in the last five years.
• Epicor. An established vendor that primarily serves the manufacturing, distribution, and retail markets.
• UNIT4. An emerging vendor that is known for its post-implementation agility (i.e. the ability to respond to business
change scenarios in an efficient way).
• Infor. Focuses on line-of-business applications with a product portfolio focused on micro-verticals.
Included in this Vendor Landscape:
• The regulatory complexity and need to increase margins in a wide set of industries has fueled a renewed interest in ERP
applications. The increased functionality and ease-of-deployment for SaaS products have made ERP a realistic option
for the whole mid-market.
• For this Vendor Landscape, Info-Tech focused on those vendors that offer broad capabilities across multiple platforms
and that have a strong market presence and/or reputational presence among mid and large-sized enterprises.
16 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Criteria Weighting
ERP criteria & weighting factors
50%
5%
15%
30%
40%
60%
Vendor is committed to the space and has a
future product and portfolio roadmap.
Strategy
Vendor offers global coverage and is able to sell
and provide post-sales support.
Reach
Vendor is profitable, knowledgeable, and will be
around for the long term.
Viability
Vendor channel strategy is appropriate and the
channels themselves are strong.
Channel
Implementing and operating the solution is
affordable given the technology.
Affordability
Multiple deployment options and extensive
integration capabilities are available.
Architecture
The end-user and administrative interfaces are
intuitive and offer streamlined workflow.
Usability
The solution provides basic and advanced
feature/functionality.
Features
40%
20%
30%
10%
Features
Usability
Architecture
Affordability
Product
Vendor
Viability
Strategy
Channel
Reach
Product Evaluation Criteria
Vendor Evaluation Criteria
17 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
The Info-Tech ERP Vendor Landscape
The Info-Tech ERP Vendor Landscape
Champions receive high scores for most evaluation
criteria and offer excellent value. They have a strong
market presence and are usually the trend setters
for the industry.
Market Pillars are established players with very
strong vendor credentials, but with more average
product scores.
Innovators have demonstrated innovative product
strengths that act as their competitive advantage in
appealing to niche segments of the market.
Emerging Players are comparatively newer
vendors who are starting to gain a foothold in the
marketplace. They balance product and vendor
attributes, though score lower relative to market
Champions.
For an explanation of how the Info-Tech Vendor Landscape is created, see Information Presentation – Vendor Landscape in the Appendix.
The zones of the Landscape
Epicor
Infor
Microsoft
GP
Microsoft
NAV
NetSuite
Oracle
Sage 300
Sage 500
SAP
UNIT4
18 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
=Exemplary =Good =Adequate =Inadequate =Poor
Balance individual strengths to find the best fit for your
enterprise
Oracle*
Microsoft (GP)
Infor*
Microsoft
(NAV)
NetSuite
Epicor
Sage (300)
SAP*
Sage (500)
UNIT4*
Legend
For an explanation of how the Info-Tech Harvey Balls are calculated, see Information Presentation – Criteria Scores (Harvey Balls) in the Appendix.
Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel
Product Vendor
*The vendor declined to provide pricing and publicly available pricing could not be found.
1234
19 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
What is a Value Score?
The Info-Tech ERP Value Index
40
50
60
70
80
90
30
20
10
The Value Score indexes each
vendor‟s product offering and
business strength relative to its
price point. It does not indicate
vendor ranking.
Vendors that score high offer more
bang-for-the-buck (e.g. features,
usability, stability, etc.) than the
average vendor, while the inverse is
true for those that score lower.
Price-conscious enterprises may
wish to give the Value Score more
consideration than those who are
more focused on specific
vendor/product attributes.
On a relative basis, Epicor maintained
the highest Info-Tech Value Score
TM
of
the vendor group. Vendors were indexed
against Epicor‟s performance to provide
a complete, relative view of their product
offerings.
Champion
For an explanation of how the Info-Tech Value Index is calculated, see Information Presentation – Value Index in the Appendix.
For an explanation of how Price is determined, see Information Presentation – Price Evaluation in the Appendix.
*The vendor declined to provide pricing and
publicly available pricing could not be found.
100
74
69
62
56
10 0 0 0 0
Average Score: 61.8
20 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Table Stakes represent the minimum standard; without these,
a product doesn’t even get reviewed
If Table Stakes are all you need from your ERP solution, the only true differentiator for the organization is
price. Otherwise, extend your search to find the best price and value for your needs.
The products assessed in this Vendor
Landscape
TM
meet, at the very least, the
requirements outlined as Table Stakes.

Many of the vendors go above and beyond
the outlined Table Stakes, some even do so
in multiple categories. This section aims to
highlight the products‟ capabilities in excess
of the criteria listed here.
The Table Stakes
Feature Description

Reconcile-to-Report
Financial management (general ledger,
PO reconciliation, tax rationalization).

Order-to-Cash Basic CRM and order management.

Procure-to-Pay
Basic asset management and accounts
payable.

Hire-to-Retire (HR)
Basic human resources information and
management.

Technical Architecture
A technical architecture that supports
add-ons and integration with common
reporting tools.
What Does This Mean?
21 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Advanced Features are the capabilities that allow for granular
market differentiation
Advanced Features
Info-Tech scored each vendor‟s features
offering as a summation of its individual scores
across the listed advanced features. Vendors
were given one point for each feature the
product inherently provided. Some categories
were scored on a more granular scale with
vendors receiving half points.
Scoring Methodology
Rationalization of the financial statements and
budgeting needs across multiple locations.
Connectors to support productivity in a regulated
manner within the corporate environment.
Mobile-specific application that is functional on a
tablet or HTML5/responsive design browser.
In-application statistics and data visualization for
reporting to internal and external stakeholders.
The mechanisms for managing exceptions to
normal processes.
What we looked for: Feature
For an explanation of how Advanced Features are determined, see Information Presentation – Feature Ranks (Stoplights) in the Appendix.
Multi-site ERP
functionality
Integration with
end-user tools
Mobile
applications
Analytics and
reporting
Exception
management
22 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Advanced Features are the capabilities that allow for granular
market differentiation
Advanced Features
Info-Tech scored each vendor‟s features
offering as a summation of its individual scores
across the listed advanced features. Vendors
were given one point for each feature the
product inherently provided. Some categories
were scored on a more granular scale with
vendors receiving half points.
Scoring Methodology
What we looked for: Feature
For an explanation of how Advanced Features are determined, see Information Presentation – Feature Ranks (Stoplights) in the Appendix.
The number of industries out of these ten large
categories: pharmaceuticals, insurance,
healthcare, manufacturing, retail, distribution,
communication, real estate, government, higher
education, that have specific modules across all
ERP uses.
Industry-
specific
modules
Support for typical ERP centric activities such as
accounts payable, HR, supplier management,
customer orders (SKUs, POS, etc.), and partner
payments.
Horizontal
support
Support for more expansive business processes
that require additional application or information
sources other than only the ERP system.
BPM support
Documents related to a ERP process are stored,
accessed, and integrated into processes.
Document
management
Platform for customizing branding and business
critical unique processes.
Application Dev.
Platform
23 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Each vendor offers a different feature set; concentrate on what
your organization needs
Analytics
and
reporting
Mobile
applications
Multi-site
ERP
functionality
Integration
with end-
user tools
Exception
mgmt.
Industry
specific
modules
Horizontal
support
BPM
support
Doc. mgmt.
App. Dev.
platform
Evaluated Features
=Feature absent =Feature partially present/pending =Feature fully present Legend
For an explanation of how Advanced Features are determined, see Information Presentation – Feature Ranks (Stoplights) in the Appendix.
Oracle
Microsoft (GP)
Infor
Microsoft
(NAV)
NetSuite
Epicor
Sage (300)
SAP
Sage (500)
UNIT4
24 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Arrange a call now: email GuidedImplementations@InfoTech.com or call
1-888-670-8889 and ask for the Guided Implementation Coordinator.

Shortlist Assistance & Requirements
Prior to the Guided
Implementation
During the Guided
Implementation
Value & Outcome
1. Have reasoning as to why a new
solution is being discussed.
2. Compile list of incompetencies and
gaps.
An Info-Tech Consulting Analyst will
discuss with you:
• Reviewing the market and
understanding the rationale behind
the evaluation.
• Deciding on a deployment method.
• Feature analysis.
At the conclusion of the Guided
Implementation call, you will have:
• An understanding of the market
situation.
• A narrowed list of vendors with the
customized evaluation tool.
• An RFP template to distribute to
vendors.
25 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
All vendors can manage financial consolidation; organizations centrally
managing resourcing need deeper tools.

Mid-sized organizations with multiple locations still require
visibility into the processes and financials of each site
Why Scenarios?
In reviewing the products included
in each Vendor Landscape
TM
,
certain use cases come to the
forefront. Whether those use cases
are defined by applicability in
certain locations, relevance for
certain industries, or as strengths in
delivering a specific capability, Info-
Tech recognizes those use cases
as Scenarios, and calls attention to
them where they exist.
3
2
Distributed resourcing
1
Best suited for professional services
Best suited for distributors
For an explanation of how Scenarios are determined, see Information Presentation – Scenarios in the Appendix.
300
500 ERP
Best suited for manufacturers
NAV
GP
26 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Move away from Excel for managing the long-term growth and planning
exercises with an ERP system that provides clear data visualization tools.

Enterprise-wide budgeting and revenue forecasting requires
clear analytics and information presentation
Why Scenarios?
In reviewing the products included
in each Vendor Landscape
TM
,
certain use cases come to the
forefront. Whether those use cases
are defined by applicability in
certain locations, relevance for
certain industries, or as strengths in
delivering a specific capability, Info-
Tech recognizes those use cases
as Scenarios, and calls attention to
them where they exist.
3
1
Budgeting and
forecasting
2
Best suited for professional services
Best suited for volatile industries
Best suited for HCM-focused organizations
For an explanation of how Scenarios are determined, see Information Presentation – Scenarios in the Appendix.
300
NAV
27 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
All products in this landscape can handle the financial and general
resourcing planning. The differentiator will be in the add-on modules.

Large enterprise players in niche verticals need systems that
understand their needs
Why Scenarios?
In reviewing the products included
in each Vendor Landscape
TM
,
certain use cases come to the
forefront. Whether those use cases
are defined by applicability in
certain locations, relevance for
certain industries, or as strengths in
delivering a specific capability, Info-
Tech recognizes those use cases
as Scenarios, and calls attention to
them where they exist.
2
1
Complex niche markets
3
Best suited for higher education
Best suited for pharmaceutical
Best suited for mining, oil, and gas
For an explanation of how Scenarios are determined, see Information Presentation – Scenarios in the Appendix.
300
28 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Arrange a call now: email GuidedImplementations@InfoTech.com or call
1-888-670-8889 and ask for the Guided Implementation Coordinator.

RFP & Budget Review
Prior to the Guided
Implementation
During the Guided
Implementation
Value & Outcome
1. Collect RFPs from vendors based on
the template provided.
An Info-Tech Consulting Analyst will
discuss with you:
• Reviewing price benchmarking.
• Reviewing returned RFPs.
At the conclusion of the Guided
Implementation call, you will have:
• A narrow list of vendors.
• A clear understanding of the
capabilities of the solutions on the
shortlist.
• A demo script to use during
presentations with the final list of
vendors.
29 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Infor provides a strong platform built for long-
term growth
Product:
Employees:
Headquarters:
Website:
Founded:
Presence:
Infor M3
12,700
New York, NY
Infor.com
2002
Privately held
Champion
• Infor M3 is a comprehensive, centralized ERP solution with a
focus on specific industries and has industry-specific suites for
Food & Beverage, Fashion, Chemicals, Equipment Dealers &
Service, and Distribution.
Overview
• The Infor Ming.le UI is very visually appealing. It can also provide
a consolidated UI for managers taking advantage of the micro-
vertical strategy that Infor is using for the ERP systems.
• Infor ION provides a workflow engine that can be used across
Infor products.
• Infor‟s policy of yearly contract re-evaluation is a key aspect of
ensuring that organizations only license software they are using.
• Innovation within Infor M3 includes Infor M3 Fresh Food Planner,
Infor M3 Counter Sales for Distribution, and Infor CloudSuite.

Strengths
• The narrow marketing of each of Infor‟s product lines can be
confusing for organizations that do not fit within the target
verticals.
• Infor ION more than replaces any deficits in the Infor M3 workflow.
• The latest innovations from Infor are some of the best pieces of
the ERP: Infor ION, Infor HCM, Infor Ming.le, and Infor Fashion
PLM. Unfortunately they require additional modules with the
purchase of Infor M3.
Challenges
The vendor declined to provide pricing, and
publicly available pricing could not be found
$1 $1M+
30 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Vendor Landscape
The value of Infor M3 is based on your alignment with the
micro-verticals that it is designed to serve
Info-Tech Recommends:
Evaluate Infor separately from M3. Most mid-sized organizations can find value in Infor‟s family of
offerings, but very few will fit Infor M3‟s narrow set of verticals.
N/A
Value Index
The vendor declined to provide pricing,
and publicly available pricing
could not be found.
Analytics and
Reporting
Mobile
Applications
Multi-site ERP
functionality
Integration with
end-user tools
Exception mgmt.
Industry specific
modules
Horizontal
support
BPM support Doc. mgmt.
App. Dev.
platform
Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel
Product Vendor
Features
Usability
End user

Social tools (process
follow, integrated
messaging)

User-configurable view

Intuitive workflow-
building GUI
Administration

Ease of administration

Role-based controls

Process management

Ease of update
X
X
X
Public
Private
Vendor
Better than average
Not a defining feature
Not a strength
31 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Extensible, single interface for supporting worker
needs that extend beyond just ERP
Product:
Employees:
Headquarters:
Website:
Founded:
Presence:
Epicor ERP version 10
4,800
Austin, TX
Epicor.com
1972
Privately held
Champion
• Epicor is a comprehensive upper mid-market ERP platform,
primarily for manufacturing, distribution, and retail.
• Epicor is innovative in its adoption of social tools for real business
scenarios.
Overview
• Flexible Service-Oriented Architecture (SOA) allows enterprises
to model business rules and minimize customization.
• Strong and consistent UI for non-IT users.
• Excellent integration for linking a wide range of content into the
data warehouse.
• Embedded functionality reduces integration costs.
Strengths
• Early adopters reported some challenges with core modules.
Request references for your specific industry use.
• Epicor‟s channel of consultants and implementers is smaller than
that of competitors.
• Epicor has limited industry modules, but many industry-specific
customizations can be handled through the BPM and social
modules.
Challenges
5 year TCO for this solution falls into pricing
tier 6, between $50,000 and $100,000
$1 $1M+
Pricing provided by vendor
32 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Vendor Landscape
Epicor provides a strong mobile platform for sales-focused
organizations
Info-Tech Recommends:
Distributed organizations looking for a single platform for sales, manufacturing, and business processes
will find great value in Epicor.
Analytics and
Reporting
Mobile
Applications
Multi-site ERP
functionality
Integration with
end-user tools
Exception mgmt.
Industry specific
modules
Horizontal
support
BPM support Doc. mgmt.
App. Dev.
platform
Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel
Product Vendor
Features
Testing Capabilities
Usability
End user

Social tools (process
follow, integrated
messaging)

User-configurable view

Intuitive workflow-
building GUI
Administration

Ease of administration

Role-based controls

Process management

Ease of update
X
X
Public
Private
Vendor
Better than average
Not a defining feature
Not a strength
100
1
st
out of 10
Value Index
33 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Sage maintains strong partner relationships across all of
its products
Champion
• Sage 300 ERP is widely deployed across geographies and
industries.
Overview
• Sage has focused on providing partners with better data to ensure
that customers are maximizing their Sage investment. This
initiative will also provide Sage with a one-of-a-kind best practices
and KPI network to empower clients and partners.
• The UI of both the desktop and web client are intuitive and flexible
enough for all potential users from C-suite to front-line users.

Strengths
• Sage has introduced dashboarding and analytics capabilities more
slowly than many competitors in this space. Expect a robust
experience in the next round of updates.
• Many social and extended features are only available through
Sage CRM and Microsoft.
Challenges
Product:
Employees:
Headquarters:
Website:
Founded:
Presence:
Sage 300
13,600
Newcastle, UK
Sage.com
1981
LSE: SGE

$1 $1M+
Pricing provided by vendor
5 year TCO for this solution falls into pricing
tier 7, between $100,000 and $250,000
34 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Vendor Landscape
Sage 300 will require strong relationships with the
implementer to assure long-term value
Info-Tech Recommends:
Sage 300 provides a robust, customizable product for the mid-market.
Analytics and
Reporting
Mobile
Applications
Multi-site ERP
functionality
Integration with
end-user tools
Exception mgmt.
Industry specific
modules
Horizontal
support
BPM support Doc. mgmt.
App. Dev.
platform
Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel
Product Vendor
Features
Testing Capabilities
Usability
End user

Social tools (process
follow, integrated
messaging)

User-configurable view

Intuitive workflow-
building GUI
Administration

Ease of administration

Role-based controls

Process management

Ease of update
X
X
Public
Private
Vendor
Better than average
Not a defining feature
Not a strength
62
4
th
out of 10
Value Index
35 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Product:
Employees:
Headquarters:
Website:
Founded:
Presence:
NetSuite ERP
2,400
San Mateo, CA
NetSuite.com
1998
NYSE: N
NetSuite provides a data-driven platform to manage
business decisions
Champion
• NetSuite is the pioneer of SaaS and cloud ERP software
applications.
• Grew out of NetLedger with the financial backing of Larry Ellison
to fill the ERP need of small and mid-sized businesses.
Overview
• Has highly configurable views. There is simple navigation through
any ERP defined item or the global search function.
• Has clear simple data visualizations and reporting elements that
can be expanded as use case and role demands change.
• Is the only vendor in this space to provide an expandable KPI
library across all processes and data points.
Strengths
• Although the data visualizations are clear, the linkage to the
custom KPIs and analytics can require many steps to set up.
• Excellent product for small to mid-market, but limited to service
and retail verticals for high growth mid-market organizations.
• While NetSuite has a mobile app, the lack of support for non-iOS
platforms is disappointing given the cloud and web-based
platform.
Challenges
$1 $1M+
Pricing solicited from public sources
5 year TCO for this solution falls into pricing
tier 7, between $100,000 and $250,000
36 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Vendor Landscape
NetSuite has the largest library of KPIs to ensure clear
reporting
Info-Tech Recommends:
Customer service and distributors will find top value in NetSuite‟s platform.
Analytics and
Reporting
Mobile
Applications
Multi-site ERP
functionality
Integration with
end-user tools
Exception mgmt.
Industry specific
modules
Horizontal
support
BPM support Doc. mgmt.
App. Dev.
platform
Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel
Product Vendor
Features
Testing Capabilities
Usability
End user

Social tools (process
follow, integrated
messaging)

User-configurable view

Intuitive workflow-
building GUI
Administration

Ease of administration

Role-based controls

Process management

Ease of update
X
Public
Private
Vendor
Better than average
Not a defining feature
Not a strength
10
6
th
out of 10
Value Index
37 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Strong solution for organizations that need to automate
complex processes
Champion
• Sage 500 ERP is an open platform focused on the mid-large
market for the service and manufacturing verticals.
Overview
• The visual process UI is easy, clear, and directive. Organizations
with high turnover in front-line process workers will find significant
value in Sage 500 ERP.
• Very intelligent mobile app can be directly linked into mapping
functions for iOS (Android is coming) allowing for both routing
information and sales analytics for mid-market organizations.
• The use of hover text and logical icons provide a very easy user
experience for both administrators and end users.
Strengths
• Very step heavy. Most processes will require a high level of user
intervention. The Office connector will ease some of the process
issues.
• The speed at which Sage has updated 500 is slow compared to
many of its competitors when it comes to mobile and cloud.

Challenges
Product:
Employees:
Headquarters:
Website:
Founded:
Presence:
500 ERP
13,600
Newcastle, UK
Sage.com
1981
LSE: SGE

$1 $1M+
Pricing provided by vendor
5 year TCO for this solution falls into pricing
tier 7, between $100,000 and $250,000
38 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Vendor Landscape
Easy, straightforward process mapping will ease Sage 500
implementation and maintence
Info-Tech Recommends:
Service and manufacturing organizations should look at Sage 500 as a key ERP system.
Analytics and
Reporting
Mobile
Applications
Multi-site ERP
functionality
Integration with
end-user tools
Exception mgmt.
Industry specific
modules
Horizontal
support
BPM support Doc. mgmt.
App. Dev.
platform
Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel
Product Vendor
Features
Testing Capabilities
Usability
End user

Social tools (process
follow, integrated
messaging)

User-configurable view

Intuitive workflow-
building GUI
Administration

Ease of administration

Role-based controls

Process management

Ease of update
X
X
Public
Private
Vendor
Better than average
Not a defining feature
Not a strength
69
3
rd
out of 10
Value Index
39 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Product:
Employees:
Headquarters:
Website:
Founded:
Presence:
UNIT4 Agresso
4,230
Sliedrecht, Netherlands
UNIT4.com
1980
NYSE Euronext Amst: U4AGR
UNIT4 Agresso provides strong reporting and analytics for
planning activities
Market Pillar
• UNIT4 Agresso was designed for dynamic, service-centric
organizations.
• UNIT4 Business Software merged with Agresso in 2000 to build
an integrated ERP platform.
Overview
• Changes to reporting and analytics, as well as workflow, can be
enabled by business users without IT assistance.
• The role-based features provide a simplified and highly
customizable view to users while maintaining audit ability.
• Excellent control for budget monitoring and portioning across
departments and physical units of the enterprise.
Strengths
• There is a limited number of VARs and ISVs in many regions of
North America and Asia.
• UNIT4 Business Software Intelligence is relatively new in North
America. Support is limited outside of the EU.
Challenges
The vendor declined to provide pricing, and
publicly available pricing could not be found
$1 $1M+
40 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Vendor Landscape
UNIT4 provides an analytical platform for organizations to
standardize their resourcing processes
Info-Tech Recommends:
UNIT4 Agresso is a strong platform for higher education and service-orientated organizations.
N/A
Value Index
The vendor declined to provide pricing,
and publicly available pricing
could not be found.
Analytics and
Reporting
Mobile
Applications
Multi-site ERP
functionality
Integration with
end-user tools
Exception mgmt.
Industry specific
modules
Horizontal
support
BPM support Doc. mgmt.
App. Dev.
platform
Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel
Product Vendor
Features
Testing Capabilities
Usability
End user

Social tools (process
follow, integrated
messaging)

User-configurable view

Intuitive workflow-
building GUI
Administration

Ease of administration

Role-based controls

Process management

Ease of update
X
Public
Private
Vendor
Better than average
Not a defining feature
Not a strength
41 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Business One is primarily a second tier solution for multi-site
organizations
Product:
Employees:
Headquarters:
Website:
Founded:
Presence:
SAP Business One
66,000
Walldorf, DEU
SAP.com
1972
NYSE: SAP
Market Pillar
• Business One was developed out of SAP‟s TopManage
acquisition, and is a distinct product from SAP‟s enterprise
offerings.
Overview
• Business One offers strong mobile support with an iPhone app
that helps sales teams stay connected and informed.
• Supports global operations with multi-language and multi-
currency capabilities, country-specific allocation, and reporting
requirements.
• Business One‟s highly capable CRM is integral to its solution.

Strengths
• Business One is built on client/server architecture and is not
browser-based, limiting the extensibility of the solution for fast
growing enterprises.
• Business One relies on add-on modules to manage and
consolidate financial data, limiting its use for mid-market multi-
nationals.
Challenges
The vendor declined to provide pricing, and
publicly available pricing could not be found
$1 $1M+
42 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Vendor Landscape
Take advantage of Business One on HANA to get full value of
the platform
Info-Tech Recommends:
Strong platform for mid-sized businesses that are partnered with SAP shops or need the HANA analytics
platform.
N/A
Value Index
The vendor declined to provide pricing,
and publicly available pricing
could not be found.
Analytics and
Reporting
Mobile
Applications
Multi-site ERP
functionality
Integration with
end-user tools
Exception mgmt.
Industry specific
modules
Horizontal
support
BPM support Doc. mgmt.
App. Dev.
platform
Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel
Product Vendor
Features
Testing Capabilities
Usability
End user

Social tools (process
follow, integrated
messaging)

User-configurable view

Intuitive workflow-
building GUI
Administration

Ease of administration

Role-based controls

Process management

Ease of update
X
X
Public
Private
Vendor
Better than average
Not a defining feature
Not a strength
43 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Highly customizable system with a huge share of several small
niches
Product:
Employees:
Headquarters:
Website:
Founded:
Presence:
Dynamics NAV
89,000
Redmond, WA
Microsoft.com
1975
NASDAQ: MSFT
Emerging Player
• Dynamics NAV (formerly Navision) serves more than 82,000 mid-
sized enterprises in 150 countries, and is available in a licensed
or hosted deployment.
Overview
• Dynamics NAV has high flexibility to serve a broad array of
enterprises. It is very popular with VARs that serve niche markets
such as food distribution or fisheries.
• Dynamics NAV provides an Office-like environment and allows for
integration with other parts of the Microsoft stack.
• The licensing model provides customers with a very price
conscious ERP system.
Strengths
• Dynamics NAV customization and development is difficult without
highly skilled ISVs. This customization makes NAV painful to
maintain and upgrade.
• The value of the NAV platform comes from the VAR and SI
community not the product itself.
Challenges
5 year TCO for this solution falls into pricing
tier 6, between $50,000 and $100,000
$1 $1M+
Pricing solicited from public sources
44 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Vendor Landscape
NAV requires a strong industry partner to implement the
system
Info-Tech Recommends:
Choose NAV based on the implementer skill in your industry, not for overall features.
Analytics and
Reporting
Mobile
Applications
Multi-site ERP
functionality
Integration with
end-user tools
Exception mgmt.
Industry specific
modules
Horizontal
support
BPM support Doc. mgmt.
App. Dev.
platform
Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel
Product Vendor
Features
Testing Capabilities
Usability
End user

Social tools (process
follow, integrated
messaging)

User-configurable view

Intuitive workflow-
building GUI
Administration

Ease of administration

Role-based controls

Process management

Ease of update
X
Public
Private
Vendor
Better than average
Not a defining feature
Not a strength
74
2
nd
out of 10
Value Index
45 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Product:
Employees:
Headquarters:
Website:
Founded:
Presence:
JDE EnterpriseOne
108,000
Redwood Shores, CA
Oracle.com
1977
NASDAQ: ORCL
Solid, flexible ERP system for any industry
Emerging Player
• JDE came into Oracle‟s possession in 2005 as a part of the
PeopleSoft acquisition.
• JDE EnterpriseOne is a solution best fit for upper mid-market
enterprises.
Overview
• JDE EnterpriseOne has the depth to serve the needs of even the
most complex mid-market enterprises.
• JDE EnterpriseOne has configurations – including the choice of
database, operating system, and hardware – to provide extensive
flexibility and scalability.

Strengths
• The UI and reporting features are lagging behind competitors,
leading to end-user uncertainty.
• JDE EnterpriseOne is a mature product and has not seen its
advanced features upgraded to compete with other vendors.
Challenges
The vendor declined to provide pricing, and
publicly available pricing could not be found
$1 $1M+
46 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Vendor Landscape
JD Edwards still has few rivals at the core ERP processes
Info-Tech Recommends:
The slow move of Oracle to clarify the marketing surrounding the ERP products and the cloud roadmap
is an ongoing concern for those choosing JD Edwards.
N/A
Value Index
The vendor declined to provide pricing,
and publicly available pricing
could not be found.
Analytics and
Reporting
Mobile
Applications
Multi-site ERP
functionality
Integration with
end-user tools
Exception mgmt.
Industry specific
modules
Horizontal
support
BPM support Doc. mgmt.
App. Dev.
platform
Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel
Product Vendor
Features
Testing Capabilities
Usability
End user

Social tools (process
follow, integrated
messaging)

User-configurable view

Intuitive workflow-
building GUI
Administration

Ease of administration

Role-based controls

Process management

Ease of update
X
X
Public
Private
Vendor
Better than average
Not a defining feature
Not a strength
47 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Basic product that provides financials at a low cost
Product:
Employees:
Headquarters:
Website:
Founded:
Presence:
Dynamics GP
89,000
Redmond, WA
Microsoft.com
1975
NASDAQ: MSFT
Emerging Player
• Dynamics GP (formerly Great Plains) is widely used as the
financial add-on for many specialty products.
• Dynamics GP came from Microsoft‟s 2001 acquisition of Great
Plains Software.
Overview
• The core ERP financial modules provide excellent functionality
for the small to mid-market enterprises.
• Dynamics GP provides an Office-like UI and integrates with
Microsoft Office to enhance the efficiency of users.
• Microsoft has greatly enhanced the product in 2013 with a
cleaner UI and better use of CSS to customize the UI.
Strengths
• Dynamics GP lacks many features available in competitive
offerings.
• Microsoft‟s overall message on the Dynamics platform has lead
to confusion on GP‟s long-term future. Currently the roadmap
notes GP „14 will be delivered in 2015-16. However, there is no
indication if Microsoft will directly offer GP as a cloud
subscription.
Challenges
Pricing solicited from public sources
$1 $1M+
5 year TCO for this solution falls into pricing
tier 6, between $50,000 and $100,000
$1
48 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Vendor Landscape
Mature product that provides basic process and financial
control for Microsoft shops
Info-Tech Recommends:
Non-profits and small enterprises should look at GP as a good starting point for ERP.
Analytics and
Reporting
Mobile
Applications
Multi-site ERP
functionality
Integration with
end-user tools
Exception mgmt.
Industry specific
modules
Horizontal
support
BPM support Doc. mgmt.
App. Dev.
platform
Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel
Product Vendor
Features
Testing Capabilities
Usability
End user

Social tools (process
follow, integrated
messaging)

User-configurable view

Intuitive workflow-
building GUI
Administration

Ease of administration

Role-based controls

Process management

Ease of update
X
Public
Private
Vendor
Better than average
Not a defining feature
Not a strength
56
5
th
out of 10
Value Index
49 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Arrange a call now: email GuidedImplementations@InfoTech.com or call
1-888-670-8889 and ask for the Guided Implementation Coordinator.

Contract Review and Negotiation Tactics
Prior to the Guided
Implementation
During the Guided
Implementation
Value & Outcome
1. Bring final contracts received from
vendors on shortlist.
An Info-Tech Consulting Analyst will
discuss with you:
• Reviewing your contracts to ensure
the contract is fair and in line with
industry standards.
• The best negotiation tactics to get
the best value for your purchase.
At the conclusion of the Guided
Implementation call, you will have:
• Tactics on how to get a better price
on your solution.
• Confidence in the solution you are
purchasing.
50 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
The Info-Tech Mid-Market ERP Vendor Shortlist & Detailed Feature Analysis
Tool is designed to generate a customized shortlist of vendors based on your
key priorities.
Identify leading candidates with the Mid-Market ERP Vendor
Shortlist & Detailed Feature Analysis Tool

Overall Vendor vs. Product Weightings

• Individual product criteria weightings:
Features
Usability
Affordability
Architecture

• Individual vendor criteria weightings:
Viability
Strategy
Reach
Channel
This tool offers the ability to modify:
51 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Issue an RFP to ensure that the vendor fits your needs,
not the other way around
Use Info-Tech’s ERP Solution Specification Template to conduct this critical
step in your vendor selection process.
• Prioritization Grid
• Relevant Assessment Approach
• Project Concerns
• Operating Unit Specific Requirements
• Horizontal Requirements
• Operating Characteristics
• Desired Metrics
• Technical Environment
Info-Tech’s ERP Solution Specification
Template is populated with critical elements
including:
52 Info-Tech Research Group Vendor Landscape: Mid-Market ERP

• Provide vendors with a consistent set of
instructions for key scenarios from the
perspective of IT and departmental
managers.
• Outline solution capabilities and processes
around your organizational needs.
• Establish common rules of engagement for
conducting vendor demonstrations.
Take charge of vendor finalist demos with a Vendor
Demonstration Script
The ERP Vendor Demonstration
Script will:
A product demo, using Info-Tech’s ERP Vendor Demonstration Script, helps
enterprise decision makers better understand the capabilities and
constraints of various solutions.
53 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Appendix
1. Description of Usability Graphic
2. Vendor Landscape Methodology: Overview
3. Vendor Landscape Methodology: Product Selection & Information Gathering
4. Vendor Landscape Methodology: Scoring
5. Vendor Landscape Methodology: Information Presentation
6. Vendor Landscape Methodology: Fact Check & Publication
7. Product Pricing Scenario
54 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Testing Capabilities
Usability
End user

Social tools (process follow,
integrated messaging)

User-configurable view

Intuitive workflow-building GUI
Administration

Ease of administration

Role-based controls

Process management

Ease of update
Public
Private
Vendor
Description of Usability Graphic
The ease with which the system can
be administered is key to the long-
term value of an ERP system to the
enterprise.
ERP administration is not just
updates and patches, but is also
putting the right information at end
users‟ fingertips when they need it.
The rapid expansion of cloud
infrastructure and mobile
workers has increased the
need for cloud deployment
options.
Public refers to the
customer‟s ability to
provision their on-cloud
services.
Private refers to the closed
systems, including data
centers and virtualized
infrastructure.
Vendor refers to the ability to
provision ERP from the
vendor as a cloud SaaS.
Usability of the system is a key criteria
in the decision of purchase a ERP.
The features described below are the
basis for the Usability Harvey Ball.
The consumerization of IT has
set user expectations for what
tools and functionality should
be available in their work life.
The greater the ability to push
configuration to end users, the
more usable the system will be
for end users.
Better than average
Not a defining feature
Not a strength
55 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Vendor Landscape Methodology:
Overview
Info-Tech‟s Vendor Landscapes are research materials that review a particular IT market space, evaluating the strengths and abilities of both
the products available in that space, as well as the vendors of those products. These materials are created by a team of dedicated analysts
operating under the direction of a senior subject matter expert over a period of six weeks.
Evaluations weigh selected vendors and their products (collectively “solutions”) on the following eight criteria to determine overall standing:
• Features: The presence of advanced and market-differentiating capabilities.
• Usability: The intuitiveness, power, and integrated nature of administrative consoles and client software components.
• Affordability: The three-year total cost of ownership of the solution.
• Architecture: The degree of integration with the vendor‟s other tools, flexibility of deployment, and breadth of platform applicability.
• Viability: The stability of the company as measured by its history in the market, the size of its client base, and its financial performance.
• Strategy: The commitment to both the market-space, as well as to the various sized clients (small, mid-sized, and enterprise clients).
• Reach: The ability of the vendor to support its products on a global scale.
• Channel: The measure of the size of the vendor‟s channel partner program, as well as any channel strengthening strategies.
Evaluated solutions are plotted on a standard two by two matrix:
• Champions: Both the product and the vendor receive scores that are above the average score for the evaluated group.
• Innovators: The product receives a score that is above the average score for the evaluated group, but the vendor receives a score that is
below the average score for the evaluated group.
• Market Pillars: The product receives a score that is below the average score for the evaluated group, but the vendor receives a score that
is above the average score for the evaluated group.
• Emerging Players: Both the product and the vendor receive scores that are below the average score for the evaluated group.
Info-Tech‟s Vendor Landscapes are researched and produced according to a strictly adhered to process that includes the following steps:
• Vendor/product selection
• Information gathering
• Vendor/product scoring
• Information presentation
• Fact checking
• Publication
This document outlines how each of these steps is conducted.
56 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Vendor Landscape Methodology:
Vendor/Product Selection & Information Gathering
Info-Tech works closely with its client base to solicit guidance in terms of understanding the vendors with whom clients wish to work and the
products that they wish evaluated; this demand pool forms the basis of the vendor selection process for Vendor Landscapes. Balancing this
demand, Info-Tech also relies upon the deep subject matter expertise and market awareness of its Senior, Lead, and Principle Research
Analysts to ensure that appropriate solutions are included in the evaluation. As an aspect of that expertise and awareness, Info-Tech‟s
analysts may, at their discretion, determine the specific capabilities that are required of the products under evaluation, and include in the
Vendor Landscape only those solutions that meet all specified requirements.
Information on vendors and products is gathered in a number of ways via a number of channels.
Initially, a request package is submitted to vendors to solicit information on a broad range of topics. The request package includes:
• A detailed survey.
• A pricing scenario (see Vendor Landscape Methodology: Price Evaluation and Pricing Scenario, below).
• A request for reference clients.
• A request for a briefing and, where applicable, guided product demonstration.
These request packages are distributed approximately twelve weeks prior to the initiation of the actual research project to allow vendors ample
time to consolidate the required information and schedule appropriate resources.
During the course of the research project, briefings and demonstrations are scheduled (generally for one hour each session, though more time
is scheduled as required) to allow the analyst team to discuss the information provided in the survey, validate vendor claims, and gain direct
exposure to the evaluated products. Additionally, an end-user survey is circulated to Info-Tech‟s client base and vendor-supplied reference
accounts are interviewed to solicit their feedback on their experiences with the evaluated solutions and with the vendors of those solutions.
These materials are supplemented by a thorough review of all product briefs, technical manuals, and publicly available marketing materials
about the product, as well as about the vendor itself.
Refusal by a vendor to supply completed surveys or submit to participation in briefings and demonstrations does not eliminate a vendor from
inclusion in the evaluation. Where analyst and client input has determined that a vendor belongs in a particular evaluation, it will be evaluated
as best as possible based on publicly available materials only. As these materials are not as comprehensive as a survey, briefing, and
demonstration, the possibility exists that the evaluation may not be as thorough or accurate. Since Info-Tech includes vendors regardless of
vendor participation, it is always in the vendor‟s best interest to participate fully.
All information is recorded and catalogued, as required, to facilitate scoring and for future reference.
57 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Vendor Landscape Methodology:
Scoring
Once all information has been gathered and evaluated for all vendors and products, the analyst team moves to scoring. All scoring is
performed at the same time so as to ensure as much consistency as possible. Each criterion is scored on a ten point scale, though the manner
of scoring for criteria differs slightly:
• Features is scored via Cumulative Scoring
• Affordability is scored via Scalar Scoring
• All other criteria are scored via Base5 Scoring
In Cumulative Scoring, a single point is assigned to each evaluated feature that is regarded as being fully present, partial points to each
feature that is partially present, and zero points to features that are deemed to be absent or unsatisfactory. The assigned points are summed
and normalized to a value out of ten. For example, if a particular Vendor Landscape evaluates eight specific features in the Feature Criteria,
the summed score out of eight for each evaluated product would be multiplied by 1.25 to yield a value out of ten.
In Scalar Scoring, a score of ten is assigned to the lowest cost solution, and a score of one is assigned to the highest cost solution. All other
solutions are assigned a mathematically determined score based on their proximity to / distance from these two endpoints. For example, in an
evaluation of three solutions, where the middle cost solution is closer to the low end of the pricing scale it will receive a higher score, and
where it is closer to the high end of the pricing scale it will receive a lower score; depending on proximity to the high or low price it is entirely
possible that it could receive either ten points (if it is very close to the lowest price) or one point (if it is very close to the highest price). Where
pricing cannot be determined (vendor does not supply price and public sources do not exist), a score of 0 is automatically assigned.
In Base5 scoring a number of sub-criteria are specified for each criterion (for example, Longevity, Market Presence, and Financials are sub-
criteria of the Viability criterion), and each one is scored on the following scale:
5 - The product/vendor is exemplary in this area (nothing could be done to improve the status).
4 - The product/vendor is good in this area (small changes could be made that would move things to the next level).
3 - The product/vendor is adequate in this area (small changes would make it good, more significant changes required to be exemplary).
2 - The product/vendor is poor in this area (this is a notable weakness and significant work is required).
1 - The product/vendor is terrible/fails in this area (this is a glaring oversight and a serious impediment to adoption).
The assigned points are summed and normalized to a value out of ten as explained in Cumulative Scoring above.
Scores out of ten, known as Raw scores, are transposed as-is into Info-Tech‟s Vendor Landscape Shortlist Tool, which automatically
determines Vendor Landscape positioning (see Vendor Landscape Methodology: Information Presentation - Vendor Landscape, below),
Criteria Score (see Vendor Landscape Methodology: Information Presentation - Criteria Score, below), and Value Index (see Vendor
Landscape Methodology: Information Presentation - Value Index, below).
58 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Vendor Landscape Methodology:
Information Presentation – Vendor Landscape
Info-Tech‟s Vendor Landscape is a two-by-two matrix that plots solutions based on the
combination of Product score and Vendor score. Placement is not determined by
absolute score, but instead by relative score. Relative scores are used to ensure a
consistent view of information and to minimize dispersion in nascent markets, while
enhancing dispersion in commodity markets to allow for quick visual analysis by clients.
Relative scores are calculated as follows:
1. Raw scores are transposed into the Info-Tech Vendor Landscape Shortlist Tool
(for information on how Raw scores are determined, see Vendor Landscape
Methodology: Scoring, above).
2. Each individual criterion Raw score is multiplied by the pre-assigned weighting
factor for the Vendor Landscape in question. Weighting factors are determined
prior to the evaluation process to eliminate any possibility of bias. Weighting
factors are expressed as a percentage such that the sum of the weighting factors
for the Vendor criteria (Viability, Strategy, Reach, Channel) is 100% and the sum
of the Product criteria (Features, Usability, Affordability, Architecture) is 100%.
3. A sum-product of the weighted Vendor criteria scores and of the weighted Product
criteria scores is calculated to yield an overall Vendor score and an overall Product
score.
4. Overall Vendor scores are then normalized to a 20-point scale by calculating the
arithmetic mean and standard deviation of the pool of Vendor scores. Vendors for
whom their overall Vendor score is higher than the arithmetic mean will receive a
normalized Vendor score of 11-20 (exact value determined by how much higher
than the arithmetic mean their overall Vendor score is), while vendors for whom
their overall Vendor score is lower than the arithmetic mean will receive a
normalized Vendor score of between one and ten (exact value determined by how
much lower than the arithmetic mean their overall Vendor score is).
5. Overall Product score is normalized to a 20-point scale according to the same
process.
6. Normalized scores are plotted on the matrix, with Vendor score being used as the
x-axis, and Product score being used as the y-axis.
Vendor Landscape
Champions:
solutions with above
average Vendor
scores and above
average Product
scores.
Innovators:
solutions with below
average Vendor
scores and above
average Product
scores.
Market Pillars:
solutions with above
average Vendor
scores and below
average Product
scores.
Emerging Players:
solutions with below
average Vendor
scores and below
average Product
scores.
59 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Harvey Balls
Vendor Landscape Methodology:
Information Presentation – Criteria Scores (Harvey Balls)
Info-Tech‟s criteria scores are visual representations of the absolute score assigned to each individual criterion, as well as of the calculated
overall vendor and product scores. The visual representation used is Harvey Balls.
Harvey Balls are calculated as follows:
1. Raw scores are transposed into the Info-Tech Vendor Landscape Shortlist Tool (for information on how raw scores are determined, see
Vendor Landscape Methodology: Scoring, above).
2. Each individual criterion raw score is multiplied by a pre-assigned weighting factor for the Vendor Landscape in question. Weighting
factors are determined prior to the evaluation process, based on the expertise of the Senior or Lead Research Analyst, to eliminate any
possibility of bias. Weighting factors are expressed as a percentage, such that the sum of the weighting factors for the vendor criteria
(Viability, Strategy, Reach, Channel) is 100%, and the sum of the product criteria (Features, Usability, Affordability, Architecture) is 100%.
3. A sum-product of the weighted vendor criteria scores and of the weighted product criteria scores is calculated to yield an overall vendor
score and an overall product score.
4. Both overall vendor score / overall product score, as well as individual criterion raw scores are converted from a scale of one to ten to
Harvey Ball scores on a scale of zero to four, where exceptional performance results in a score of four and poor performance results in a
score of zero.
5. Harvey Ball scores are converted to Harvey Balls as follows:
• A score of four becomes a full Harvey Ball.
• A score of three becomes a three-quarter full Harvey Ball.
• A score of two becomes a half-full Harvey Ball.
• A score of one becomes a one-quarter full Harvey Ball.
• A score of zero becomes an empty Harvey Ball.
6. Harvey Balls are plotted by solution in a chart where rows represent individual solutions and columns represent overall vendor / overall
product, as well as individual criteria. Solutions are ordered in the chart alphabetically by vendor name.
Overall Harvey
Balls represent
weighted
aggregates.
Criteria Harvey
Balls represent
individual raw
scores.
Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel
Product Vendor
60 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Stoplights
Vendor Landscape Methodology:
Information Presentation – Feature Ranks (Stoplights)
Info-Tech‟s Feature Ranks are visual representations of the presence/availability of individual features that collectively comprise the Features‟
criteria. The visual representation used is stoplights.
Stoplights are determined as follows:
1. A single point is assigned to each evaluated feature that is regarded as being fully present, partial points to each feature that is partially
present, and zero points to features that are deemed to be fully absent or unsatisfactory.
• Fully present means all aspects and capabilities of the feature as described are in evidence.
• Fully absent means all aspects and capabilities of the feature as described are missing or lacking.
• Partially present means some, but not all, aspects and capabilities of the feature as described are in evidence, OR all aspects and
capabilities of the feature as described are in evidence, but only for some models in a line.
2. Feature scores are converted to stoplights as follows:
• Full points become a green light.
• Partial points become a yellow light.
• Zero points become a red light.
3. Stoplights are plotted by solution in a chart where rows represent individual solutions and columns represent individual features.
Solutions are ordered in the chart alphabetically by vendor name.
For example, a set of applications is being reviewed and a feature of “Integration with Mobile Devices” that is defined as “availability of
dedicated mobile device applications for iOS, Android, and BlackBerry devices” is specified. Solution A provides such apps for all listed
platforms and scores “green,” solution B provides apps for iOS and Android only and scores “yellow,” while solution C provides mobile device
functionality through browser extensions, has no dedicated apps, and so scores “red.”
Feature 1 Feature 2 Feature 4 Feature 5 Feature 3
Features
Feature 6 Feature 7 Feature 8
Yellow shows
partial availability
(such as in some
models in a line).
Green means a
feature is fully
present; red,
fully absent.
61 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Value Index
Vendor Landscape Methodology:
Information Presentation – Value Index
Info-Tech‟s Value Index is an indexed ranking of solution value per dollar as determined
by the raw scores assigned to each criteria (for information on how raw scores are
determined, see Vendor Landscape Methodology: Scoring, above).
Value scores are calculated as follows:
1. The Affordability criterion is removed from the overall product score and the
remaining product score criteria (Features, Usability, Architecture) are reweighted
so as to retain the same weightings relative to one another, while still summing to
100%. For example, if all four product criteria were assigned base weightings of
25%, for the determination of the Value Score, Features, Usability, and
Architecture would be reweighted to 33.3% each to retain the same relative
weightings while still summing to 100%.
2. A sum-product of the weighted vendor criteria scores and of the reweighted
product criteria scores is calculated to yield an overall vendor score and a
reweighted overall Product score.
3. The overall vendor score and the reweighted overall product score are then
summed, and this sum is multiplied by the Affordability raw score to yield an
interim Value Score for each solution.
4. All interim Value Scores are then indexed to the highest performing solution by
dividing each interim Value Score by the highest interim Value Score. This results
in a Value Score of 100 for the top solution and an indexed Value Score relative to
the 100 for each alternate solution.
5. Solutions are plotted according to Value Score, with the highest score plotted first,
and all remaining scores plotted in descending numerical order.
Where pricing is not provided by the vendor and public sources of information cannot be
found, an Affordability raw score of zero is assigned. Since multiplication by zero results
in a product of zero, those solutions for which pricing cannot be determined receive a
Value Score of zero. Since Info-Tech assigns a score of zero where pricing is not
available, it is always in the vendor‟s best interest to provide accurate and up to date
pricing. In the event that insufficient pricing is available to accurately calculate a Value
Index, Info-Tech will omit it from the Vendor Landscape.
Those solutions that are ranked as
Champions are differentiated for point of
reference.
E
10
D
30
C
40
B
80
A
100
Average Score: 52
Vendors are arranged in order of Value Score.
The Value Score each solution achieved is
displayed, and so is the average score.
62 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Vendor Landscape Methodology:
Information Presentation – Price Evaluation: Mid-Market
Info-Tech‟s Price Evaluation is a tiered representation of the three-year Total Cost of
Ownership (TCO) of a proposed solution. Info-Tech uses this method of communicating
pricing information to provide high-level budgetary guidance to its end-user clients while
respecting the privacy of the vendors with whom it works. The solution TCO is calculated
and then represented as belonging to one of ten pricing tiers.
Pricing tiers are as follows:
1. Between $1 and $2,500
2. Between $2,500 and $10,000
3. Between $10,000 and $25,000
4. Between $25,000 and $50,000
5. Between $50,000 and $100,000
6. Between $100,000 and $250,000
7. Between $250,000 and $500,000
8. Between $500,000 and $1,000,000
9. Between $1,000,000 and $2,500,000
10. Greater than $2,500,000
Where pricing is not provided, Info-Tech makes use of publicly available sources of
information to determine a price. As these sources are not official price lists, the
possibility exists that they may be inaccurate or outdated, and so the source of the
pricing information is provided. Since Info-Tech publishes pricing information regardless
of vendor participation, it is always in the vendor‟s best interest to supply accurate and
up to date information.
Info-Tech‟s Price Evaluations are based on pre-defined pricing scenarios (see Product
Pricing Scenario, below) to ensure a comparison that is as close as possible between
evaluated solutions. Pricing scenarios describe a sample business and solicit guidance
as to the appropriate product/service mix required to deliver the specified functionality,
the list price for those tools/services, as well as three full years of maintenance and
support.
Price Evaluation
Call-out bubble indicates within which price
tier the three-year TCO for the solution falls,
provides the brackets of that price tier, and
links to the graphical representation.
Scale along the bottom indicates that the
graphic as a whole represents a price scale
with a range of $1 to $2.5M+, while the notation
indicates whether the pricing was supplied by
the vendor or derived from public sources.
3 year TCO for this solution falls into pricing
tier 6, between $100,000 and $250,000
$1 $2.5M+
Pricing solicited from public sources
63 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Vendor Landscape Methodology:
Information Presentation – Scenarios
Info-Tech‟s Scenarios highlight specific use cases for the evaluated solution to provide as complete (when taken in conjunction with the
individual written review, Vendor Landscape, Criteria Scores, Feature Ranks, and Value Index) a basis for comparison by end-user clients as
possible.
Scenarios are designed to reflect tiered capability in a particular set of circumstances. Determination of the Scenarios in question is at the
discretion of the analyst team assigned to the research project. Where possible, Scenarios are designed to be mutually exclusive and
collectively exhaustive, or at the very least, hierarchical such that the tiers within the Scenario represent a progressively greater or broader
capability.
Scenario ranking is determined as follows:
1. The analyst team determines an appropriate use case.
For example:
• Clients that have multinational presence and require vendors to provide four-hour onsite support.
2. The analyst team establishes the various tiers of capability.
For example:
• Presence in Americas
• Presence in EMEA
• Presence in APAC
3. The analyst team reviews all evaluated solutions and determines which ones meet which tiers of capability.
For example:
• Presence in Americas – Vendor A, Vendor C, Vendor E
• Presence in EMEA – Vendor A, Vendor B, Vendor C
• Presence in APAC – Vendor B, Vendor D, Vendor E
4. Solutions are plotted on a grid alphabetically by vendor by tier. Where one vendor is deemed to be stronger in a tier than other vendors in
the same tier, they may be plotted non-alphabetically.
For example:
• Vendor C is able to provide four-hour onsite support to 12 countries in EMEA while Vendors A and B are only able to provide four-hour
onsite support to eight countries in EMEA; Vendor C would be plotted first, followed by Vendor A, then Vendor B.

Analysts may also elect to list only the most Exemplary Performers for a given use case. One to three vendors will appear for each of these
purchasing scenarios with a brief explanation as to why we selected them as top-of-class.
64 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Vendor Landscape Methodology:
Information Presentation – Vendor Awards
At the conclusion of all analyses, Info-Tech presents awards to exceptional solutions in
three distinct categories. Award presentation is discretionary; not all awards are
extended subsequent to each Vendor Landscape and it is entirely possible, though
unlikely, that no awards may be presented.
Awards categories are as follows:
• Champion Awards are presented to those solutions, and only those solutions, that
land in the Champion zone of the Info-Tech Vendor Landscape (see Vendor
Landscape Methodology: Information Presentation - Vendor Landscape, above). If
no solutions land in the Champion zone, no Champion Awards are presented.
Similarly, if multiple solutions land in the Champion zone, multiple Champion Awards
are presented.
• Trend Setter Awards are presented to those solutions, and only those solutions,
that are deemed to include the most original/inventive product/service, or the most
original/inventive feature/capability of a product/service. If no solution is deemed to
be markedly or sufficiently original/inventive, either as a product/service on the
whole or by feature/capability specifically, no Trend Setter Award is presented. Only
one Trend Setter Award is available for each Vendor Landscape.
• Best Overall Value Awards are presented to those solutions, and only those
solutions, that are ranked highest on the Info-Tech Value Index (see Vendor
Landscape Methodology: Information Presentation – Value Index, above). If
insufficient pricing information is made available for the evaluated solutions, such
that a Value Index cannot be calculated, no Best Overall Value Award will be
presented. Only one Best Overall Value Award is available for each Vendor
Landscape.

Vendor Awards
Info-Tech‟s Champion
Award is presented to
solutions in the Champion
zone of the Vendor
Landscape.
Info-Tech‟s Trend Setter
Award is presented to the
most original/inventive
solution evaluated.
Info-Tech‟s Best Overall
Value Award is
presented to the solution
with the highest Value
Index score.
65 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Vendor Landscape Methodology:
Fact Check & Publication
Info-Tech takes the factual accuracy of its Vendor Landscapes, and indeed of all of its published content, very seriously. To ensure the utmost
accuracy in its Vendor Landscapes, we invite all vendors of evaluated solutions (whether the vendor elected to provide a survey and/or
participate in a briefing or not) to participate in a process of fact check.
Once the research project is complete and the materials are deemed to be in a publication ready state, excerpts of the material specific to each
vendor‟s solution are provided to the vendor. Info-Tech only provides material specific to the individual vendor‟s solution for review
encompassing the following:
• All written review materials of the vendor and the vendor‟s product that comprise the evaluated solution.
• Info-Tech‟s Criteria Scores / Harvey Balls detailing the individual and overall vendor / product scores assigned.
• Info-Tech‟s Feature Rank / stoplights detailing the individual feature scores of the evaluated product.
• Info-Tech‟s Raw Pricing for the vendor either as received from the vendor or as collected from publicly available sources.
• Info-Tech‟s Scenario ranking for all considered scenarios for the evaluated solution.
Info-Tech does not provide the following:
• Info-Tech‟s Vendor Landscape placement of the evaluated solution.
• Info-Tech‟s Value Score for the evaluated solution.
• End-user feedback gathered during the research project.
• Info-Tech‟s overall recommendation in regard to the evaluated solution.
Info-Tech provides a one-week window for each vendor to provide written feedback. Feedback must be corroborated (be provided with
supporting evidence), and where it does, feedback that addresses factual errors or omissions is adopted fully, while feedback that addresses
opinions is taken under consideration. The assigned analyst team makes all appropriate edits and supplies an edited copy of the materials to
the vendor within one week for final review.
Should a vendor still have concerns or objections at that time, they are invited to a conversation, initially via email, but as required and deemed
appropriate by Info-Tech, subsequently via telephone, to ensure common understanding of the concerns. Where concerns relate to ongoing
factual errors or omissions, they are corrected under the supervision of Info-Tech‟s Vendor Relations personnel. Where concerns relate to
ongoing differences of opinion, they are again taken under consideration with neither explicit not implicit indication of adoption.
Publication of materials is scheduled to occur within the six weeks immediately following the completion of the research project, but does not
occur until the fact check process has come to conclusion, and under no circumstances are “pre-publication” copies of any materials made
available to any client.
66 Info-Tech Research Group Vendor Landscape: Mid-Market ERP
Product Pricing Scenario
• Info-Tech Research Group is providing each vendor with a common pricing scenario to enable normalized scoring of
Affordability, calculation of Value Index rankings, and identification of the appropriate solution pricing tier as displayed on
each vendor scorecard.
• Vendors are asked to provide list costs for ERP licensing and support to address the needs of a reference organization
described in the pricing scenario. Please price out the lowest possible five-year Total Cost of Ownership (TCO) including
list prices for software, licensing fees, and maintenance terms to meet the requirements of the following scenario.
• Three-year total acquisition costs will be normalized to produce the Affordability raw scores and calculate Value Index
ratings for each solution.

The pricing scenario:
• An organization is looking to implement a new ERP system. The organization would like to have only the basic financial
management module. The organization has 350 employees with $90 million in revenue. It is a manufacturer of precision
industrial equipment. The organization operates in North America with four manufacturing facilities in the mid-west of the
United States. The organization also has one sales office located in Dover, Delaware.
The expected solution capabilities are as follows:
• The system must provide best business process practices:
◦ Record-to-report (AP, AR, GL, Report Generation)
• Please note that this is a net new procurement scenario for ERP.