Rootstock vs Poka

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Our analysts compared Rootstock vs Poka based on data from our 400+ point analysis of Manufacturing Software, user reviews and our own crowdsourced data from our free software selection platform.

Rootstock Software Tool

Product Basics

Rootstock Manufacturing ERP is a cloud-based platform that combines finances, supply chain, distribution, production and customer relationship management into one centralized platform built on Salesforce. Through this connectivity, it can automate tasks, improve productivity and reduce human error. It’s highly configurable and allows users to gain insights based on unique business requirements.

Notable features include capabilities for engineer-to-order (ETO), configure-to-order (CTO) and project-based manufacturing to manage complex projects and outsourced production. The 360-degree customer data view improves collaboration between sales and operations teams for a smoother quote-to-cash process.

It’s mobile-friendly and available for deployment in the cloud, making it highly accessible to a range of users. It’s suitable for businesses of varying sizes and industries.

To learn more about Rootstock, visit their company profile.

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Poka offers production floor problem-solving, knowledge-sharing and consistent learning. It reflects protocols from start to finish to boost performance times and dwindle expenses. It pushes performance and quality to the forefront and decreases production issues.

It performs skill coverages and compliances effortlessly. Knowledge management, communication, forms and checklists and communication are its top accessories. It offers factory feed tools to monitor shopfloor practices in real time.
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Cloud
On-Premise
Mobile
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Mobile
Architectural Fabrication
BACA SYSTEMS
DEMOUNTABLECONCEPTS
Fike
GIRTZ
Handsfee Group
PRO-TECH
SPR Therapeutics
Star Milling Co
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Knowledge Base
24/7 Live Support
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Product Insights

  • Adjust and Scale: Configure the system as business needs change or grow. Add new modules, alter dashboards to show relevant insights and define elements such as warranties to meet company goals.
  • Connect Business Workflows: Connect various business workflows in a centralized location. Improve forecasting accuracy, order processing and inventory levels across networks with connected workflows and integrated supply chain apps.
  • Access Data From Anywhere: Monitor workflows and dashboards from any location and device with cloud access.
  • Work Smarter and Faster: Use advanced analytics and artificial intelligence to uncover patterns, bottlenecks and business trends. Get best practices and courses of action recommendations.
  • Improve Operational Agility: Streamline workflows and automate management tools to improve operational agility and adapt to dynamic customer needs and business challenges. Uncover new opportunities and markets and deliver products faster.
  • Stay Connected: Strengthen supplier relationships, minimize stockouts and ensure consistent materials flow with access to centralized databases. Enable uninterrupted production by letting users stay connected with people across departments.
  • Gain a 360-Degree View: Gain complete visibility of end-to-end business processes and customer interactions. Empower informed decisions with access to customer, inventory, production and financial data in a single platform. Ensure transparent communication between vendors’ suppliers, manufacturers, distributors and customers. View real-time inventory metrics based on location, serial number and lot number.
  • Focus on Manufacturers: Use features specifically designed for unique manufacturing needs. Simplify complex workflows, from engineer-to-order processes to supply chains and inventory levels.
  • Customize Dashboards: Create personalized dashboards for any role within the organization, from CEO to salesperson. Let users identify trends, opportunities and potential threats at a glance. Drill down and analyze specific KPIs with a single click to make more effective decisions.
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  • Accessible Knowledge: Access a centralized library with work instructions, videos, troubleshooting tips and tricks, etc., for better organization and centralization. 
  • Straightforward Training: Initiate multi-step training programs to benchmark employee skills growth and set realistic expectations. 
  • Document Worker Updates: Record production alerts in a digital employee and management logbook for a unified information hub. 
  • Correct Form Errors: Flag mistakes and efficiently delegate responsibilities to the ideal employees or managers, avoiding confusion. 
  • Regular Compliance: Standardize ISO and other regulations routinely to avoid fines or immediate business shutdowns. 
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  • Core Financials: Control all financial operations with fully supported out-of-the-box features like bank account reconciliation, general ledger management, invoicing, budget creation, project accounting and financial audit management.
  • Procurement Management: Rely on a vendor master record for quick access to vendor details and track billing with three-way matching. Create and submit purchase requests and RFQs, and track them with filters like user requests, due dates, status and more. View discrepancies and choose to override, write off and process approvals using standard approval flows.
  • Manufacturing: Manage vital functions like creating and revising single and multi-level bills of materials (BOM). Create and route jobs manually or automatically with the required information. Create, store and retrieve dispatch lists detailing each job, priority, location, order number and job status.
  • Inventory Management: Access a master inventory list for all inventory-related settings. Review and adjust transactions to either increase or decrease the existing inventory of an item in a specific stock location ID/number. Manage stock reservation and replenishment with ease. Build and disassemble kits for sale and work orders.
  • Warehouse Management: Enable multi-warehouse, multi-location planning and fulfillment with the distribution requirements planning (DRP) module. Receive advanced shipping notices (ASN) for outbound EDI 856 transactions. Enable labor planning and scheduling based on labor standards, work center resources and calendars. Determine resource availability and identify overload conditions.
  • Order Management: Create purchase orders for dropshipping by including and adjusting the ship-to addresses. Get automatic estimates and convert quotes from Salesforce into the system to create orders for stock items, kits, configured products and non-physical items. Access sales order history and allow users to split order invoices into two batches.
  • Project Management: Define various projects with the project workbench tool. Capture active projects as revenues or costs, and get real-time snapshots of project data. Use project charge codes to label various ad hoc activities and job codes for pre-defined actions.
  • Analytics and Reporting: Leverage the Salesforce Data Loader to export data into CSV files. Create standard reports on account payables and receivables, cycle counts and more with multiple reporting formats. Access dashboards to review financial and operational metrics.
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  • Knowledge Management: Scan QR codes for immediate access. Manage image, video, text, document or link support. Revise standard asset protocols throughout several global operations with one click. Implement multi-language support and govern approved workflows. 
  • Skills Management: Obtain the skills matrix to have an easy-to-read skills coverage view. Draft customizable exams to confirm training comprehension. Track and record required certification and licensing training. 
  • Communication: Exhibit smooth collaboration and urgency effectively, monitor what employees post on designated channels and assort posts for quick searching and analyses. 
  • Forms and Checklists: Craft new forms with drag-and-drop tools and complete them for multiple shifts and positions. Add field types, including checkboxes, picklists, numbers, dates, times, etc. 
  • Integrations: Link this solution with other applications for a connected feel. Integratable systems include QMS, CMMS, MES, LMS and ERP. 
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Product Ranking

#42

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Manufacturing Software

#73

among all
Manufacturing Software

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User Sentiment Summary

Great User Sentiment 63 reviews
Excellent User Sentiment 16 reviews
81%
of users recommend this product

Rootstock has a 'great' User Satisfaction Rating of 81% when considering 63 user reviews from 3 recognized software review sites.

94%
of users recommend this product

Poka has a 'excellent' User Satisfaction Rating of 94% when considering 16 user reviews from 1 recognized software review sites.

3.8 (43)
n/a
4.6 (11)
4.69 (16)
4.6 (9)
n/a

Awards

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

User Favorite Award

Synopsis of User Ratings and Reviews

Adaptable to Specific Needs: Rootstock Manufacturing ERP provides a high degree of configurability, allowing users to tailor the system to their specific manufacturing processes and requirements. This adaptability ensures a close fit with existing workflows and reduces the need for extensive customizations.
Real-Time Visibility: Rootstock Manufacturing ERP offers real-time visibility into inventory levels, production schedules and shop floor activities. This real-time data empowers informed decision-making, optimized production processes and quick responses to changing conditions.
Salesforce Integration: Rootstock's seamless Salesforce integration provides a unified platform for managing front and back-office operations. This integration streamlines data flow, enhances department collaboration, and provides a comprehensive view of customer interactions and manufacturing processes.
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Improved Communication and Collaboration: Workers can easily share knowledge, ask questions, and provide feedback in real-time, fostering a more collaborative work environment.
Streamlined Training and Onboarding: The platform provides a centralized repository for training materials, making it easy for workers to access information and learn new skills. This can be especially helpful for onboarding new employees or introducing updated standard operating procedures.
Increased Efficiency and Productivity: Workers can quickly access the information they need to perform their jobs effectively, reducing downtime and boosting productivity. For example, digital work instructions can be accessed on demand, eliminating the need to consult outdated paper manuals.
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Limited Functionality: Rootstock's capabilities may not be sufficient for complex manufacturing processes, especially those involving engineer-to-order or configure-to-order scenarios. The platform may require additional customization or integration with other software to meet specific needs.
Usability Challenges: The user interface can be complex and difficult to navigate, particularly for users unfamiliar with Salesforce or ERP systems. This can lead to a steep learning curve and require additional training for effective use.
Implementation Complexity: Implementing Rootstock can be a time-consuming and resource-intensive process, often requiring significant IT support and expertise. The complexity of integration with existing systems and data migration can further extend implementation timelines.
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Limited Customization: Poka's fixed structure for work instructions and forms can be restrictive for companies with unique or complex processes. The platform may not offer enough flexibility to tailor content to specific needs, leading to workarounds or compromises.
Mobile App Limitations: The mobile app's functionality is reportedly limited compared to the web version. Users have mentioned difficulties with features like document editing and offline access, hindering productivity and convenience for frontline workers.
Integrations and Scalability: While Poka offers some integrations, it may not seamlessly connect with all the systems used in a manufacturing environment. This can lead to data silos and inefficiencies, especially for larger organizations with complex IT landscapes.
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Rootstock Manufacturing ERP garnered a mixed bag of user reviews over the past year. Its strengths lie in its robust functionality and seamless integration with Salesforce, making it a top choice for existing Salesforce users.Users particularly appreciate the platform's flexibility and customizability, allowing them to tailor the software to their needs and workflows. However, Rootstock's complexity can also be a double-edged sword, as some users find the interface overwhelming and the learning curve steep. Additionally, implementation can be time-consuming and require significant resources, especially for larger organizations with complex processes.Compared to similar ERP solutions like SAP and Oracle NetSuite, Rootstock Manufacturing ERP stands out with its native Salesforce integration and industry-specific focus on manufacturing. This tight integration streamlines data flow, improves visibility and eliminates the need for costly and complex middleware. While SAP and Oracle NetSuite offer broader functions, Rootstock's manufacturing-specific features are ideal for businesses in this sector.In conclusion, Rootstock Manufacturing ERP is suitable for mid-sized to large manufacturing companies already in the Salesforce ecosystem. However, businesses must prepare to invest time and resources into implementation and training to make the best of this robust platform. Smaller companies or those without Salesforce may find other ERP systems easier to use and implement.

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Poka is a software platform designed to streamline manufacturing operations, but user reviews from the past year have been mixed. Some users rave about its ease of use, particularly for shop floor workers who can quickly access work instructions and report issues. Others appreciate the real-time data insights, allowing them to identify bottlenecks and improve efficiency. However, some users find the platform lacking in features compared to competitors like Tulip and Parsable. They point to limited customization options and a less intuitive interface for building complex workflows. Overall, Poka seems best suited for organizations with a large frontline workforce that need a simple, visual way to manage tasks and communication. However, companies looking for a highly customizable solution with advanced analytics capabilities might find Poka falling short.

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