Genius ERP Review

Genius Solutions
Genius ERP
Genius Solutions
Deployment Model:
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Genius ERP At A Glance

Good: Smart Scheduling Drum-Buffer-Rope (DBR) tool, modular structure that integrates shop-floor processes with back-office tasks, hands-on implementation services.
Bad: Outdated look, more robust reporting tools needed.
Bottom Line: End-to-end ERP software solution specifically designed for small to mid-sized custom-to-order, made-to-order and engineer-to-order manufacturers.

Product Overview

Genius ERP is an enterprise resource planning (ERP) system that helps small to medium-sized custom-to-order manufacturers streamline their processes. It has a modular structure with pieces that integrate with each other, so organizations won’t need to purchase additional software.

Genius ERP automates time-consuming tasks, which reduces bottlenecks on the shop floor and empowers companies to improve their productivity and revenue.

The software has numerous benefits, such as:

  • Drum-Buffer-Rope (DBR) scheduling functionality (only ERP solution on the market with this feature)
  • Customizable features
  • Implementation and support staff with many years of experience in manufacturing and engineering
  • Integration with third-party systems via Genius REST application program interface (API)


All of Genius ERP’s modules have robust features. Here are some key features of each one:

Product engineering – The Genius CAD2BOM product engineering module allows manufacturers to streamline their Engineer to Order (ETO) process. It integrates with two CAD software solutions, SolidWorks and Inventor, so users can create a bill of materials (BOM) with a single click. Some additional features of the module include routing functions, fully configurable mapping, progressive BOM release and the ability to compare and merge BOMs.

Inventory management – The inventory management module helps eliminate any production delays because the software automatically alerts users if inventory needs to be replenished. Users can track their stock on their mobile devices, including when moving items from one stockroom to another. Additional features include material consumption, physical inventory, physical identification and labeling, and warehouse and logistics operations management.

Production scheduling – Manufacturers can stay on track with their production schedules or change schedules at the last minute to accommodate a customer’s requests. They’ll get a real-time overview of their shop floor and access to historical resource data, which helps them prioritize employees’ workloads. In addition, users can monitor timesheets, work order statuses and expenses. Other features are Gantt charts and advanced planning.

Smart Scheduling – The Smart Scheduling Drum-Buffer-Rope (DBR) tool is an alternative for manufacturers that don’t want a traditional scheduling module. Genius ERP boasts that it’s the only ERP software on the market with DBR scheduling capability, which relies on the principle that the Drum represents scarce resources that control overall output in the shop.

Smart Scheduling identifies that Drum and then automatically sets up a schedule that maximizes the Drum’s capacity. The Buffers and Ropes are additional mechanisms that help the Drum operate at maximum capacity. Additional features of the Smart Scheduling module are the ability to define throughput, a DBR calendar, labor scheduling, task scheduling and priority management.

Quality management – Users can manage quality control measures across the product lifecycle, such as setting quality standards and assigning corrective actions.

Sales CRM – With this module, the sales team can access historical data on their prospects and customers, manage their pipelines and organize their tasks. Additional features are lead capture/scoring, email tracking, calendar management, reports, multilanguage support and integration with Google Maps.

Sales orders and quotes – Sales teams can process requests for quotes and track their sales orders. The software automatically generates a quote based on the customer’s buying history, and it integrates with Excel for calculating quote estimates.

Accounting – Accounting teams can manage all of their financial processes (e.g., general ledger, A/P, A/R) with this solution. It has many features, such as multicurrency, multicompany and multilocation support; charts of accounts structures with up to five segments; budget management; unlimited data history; sales tax; and revenue recognition. Users can run reports and dashboards, and they can drill down into the transaction source for further information.

Employee management – Manufacturers can track their employees’ time and process payroll. With the Time Cards feature, employees can clock in and out using a barcode, mobile device or touchscreen. In addition, they can capture expenses while out in the field.

Business intelligence – Genius ERP’s business intelligence lets users track key performance indicators (KPIs) on metrics like late jobs or quote conversions via a graphical dashboard. And they can receive alerts and notifications, too.

Project management – With this module, manufacturers get visibility into their projects with real-time visual progression, milestone tracking and other features. The Preliminary Purchase List feature allows users to see materials and estimates for products they’ll need to buy prior to completing a BOM. Once a BOM is completed, the Preliminary Purchase List can be merged into a multi-level BOM.

Vendor management – Users can place bids and receive estimates from vendors on various products and services. They can send pricing requests to multiple suppliers simultaneously with the automated RFQs feature. In addition, the Smart Ordering tool identifies potential stock shortages using real-time inventory data and defines a deadline for the item to be purchased.

Target Market

Genius ERP is a complete ERP software solution specifically designed for small to mid-sized custom-to-order, made-to-order and engineer-to-order manufacturers.

Some of the industries that use the software include custom machinery and equipment manufacturers, industrial machinery manufacturers, transportation equipment manufacturers, and metal fabrication and jobshop.

We’ve listed several of Genius ERP’s clients below:

  • Hinds-Bock Corporation
  • REELEX Packaging Solutions Inc.
  • Fil-Trek Industrial Filtration
  • Motrec International Inc.
  • Elemoose
  • Tremcar
  • Eddyfi Technologies
  • Raglan Industries Inc.
  • Glider Guard Tool & Die Inc.
  • Kennedy Tank & Manufacturing Company

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Genius Solutions says it has one of the best implementation processes in the ERP market. It’s tailored specifically to each manufacturer to achieve the desired results, and the vendor says the process shouldn’t take longer than three to four months.

While it’s specifically tailored to the client, the implementation plan typically has four main stages. Those stages are:

1.) Knowledge Gathering – In this stage, the Genius Solutions implementation team meets with the client and its staff at the client’s site, where they’ll interview key end users about their processes and software requirements. They’ll also define the scope of the implementation, including any risks involved and key milestones, as well as complete a server audit and develop an in-depth prototype of the software.

2.) Knowledge Transfer – The team presents the prototype of the software to the client, including showing how they designed the client’s processes within Genius ERP. They’ll also provide customized on-site training to the client’s administrators and end users on the software’s modules. In addition, users can access the Genius Academy learning management system for on-demand training courses and Q&A sessions.

3.) Knowledge Application – During this stage, Genius ERP goes live, and the implementation team provides on-site support during the first month of the launch, such as troubleshooting any software issues and advising the client on how to use off-site support.

4.) Customer Success – The implementation specialists transitions the client to the Customer Success team, where the new Client Success Manager will provide the client with tech support information, process documentation and best practices on using the software.

Customer Service & Support

Users can browse the knowledge base, access on-demand courses through Genius Academy and contact support by phone or email.


Genius Solutions doesn’t publicly display its pricing information. Contact the vendor directly for a quote.


Genius ERP is built on the Microsoft platform, resulting in an outdated interface, so it’s working on a browser-based platform. Additionally, it plans to upgrade the solution’s reporting functionality as those features aren’t robust and the software currently uses Microsoft Power BI for data visualization.

Also, Genius Solutions recently launched a Field Service and Warranty Management solution to address users’ requests for in-the-field resources.


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Genius Solutions debuted in 1989 as an industrial engineering company, and Genius ERP was launched in 1995 to fulfill a need for a solution that’s directly targeted toward manufacturers. Its mission is to give manufacturers the tools they need to improve their processes and reach their goals.

Genius Solutions is widely known across North America for its in-depth manufacturing knowledge, industry-specific expertise and excellent customer service. It credits its implementation success rate to the fact it handles the process in house rather than outsourcing to another company.

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