WorkWise ERP Review

WorkWise LLC
WorkWise ERP
WorkWise LLC
Menomonee Falls, WI
Deployment Model:
Free Trial:
30,000+ users
Cloud, On-Premise
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WorkWise ERP At A Glance

Good: Built exclusively for discrete manufacturers.
Bad: High volume logistics planning requires an interface to a highly regarded third-party app.
Bottom Line: A robust ERP that can be deployed in the cloud or on-premise with over 45 applications designed to improve productivity and decrease costs.

Product Overview

WorkWise ERP is a full-featured, customizable enterprise resource planning (ERP) software that includes eight suites and over 45 applications designed particularly for make-to-order, engineer-to-order, configure-to-order, build-to-stock and mixed-mode manufacturers.

It’s eight suites are:

  • Engineering
  • Planning
  • Materials
  • Production
  • Marketing, sales and customer service
  • Documents
  • Finance
  • Analytics

WorkWise ERP gives customers the tools to plan everything from the shop floor to delivery so they can streamline operations and grow their businesses. The solution focuses on discrete manufacturers, and it was designed to meet this industry’s various challenges and complexities.

WorkWise allows users to make informed, data-driven decisions that can shorten cycle times, optimize supply chain management, streamline planning and execution, and improve communication. It’s excellent for lean manufacturing environments.


Because WorkWise is an all-encompassing ERP solution, it has a wide range of features in various categories. Here’s a brief summary of each of the software’s core features:

  • Marketing, sales and customer service – WorkWise offers a robust customer relationship management (CRM) system that streamlines quoting and estimating, order management, returns and warranties. The system also includes an e-commerce gateway, Electronic Data Interchange (EDI), Return Merchandise Authorization (RMA) and more.
  • Engineering –The Engineering Suite helps users maintain data and stay in sync with their CAD database through bidirectional integration.  It supports a direct interface with SOLIDWORKS CAD 3D and PDM. It also offers integration with other CAD solutions like AutoCAD, AutoDesk Inventor and Solid Edge. The module includes a product configurator, a routings application that promotes accurate and flexible scheduling, and a supply-chain integrated Bills of Material (BOM) application.
  • Planning – WorkWise can help clients with multiple planning activities, including planning capacity with real-time adjustments to resolve production conflicts and material requirements for product scheduling and forecasting, managing production schedules to better predict material requirements, and generating accurate statistical forecasts through a Sales and Operations Planning process (S&OP).
  • Materials – The Materials suite allows users to control all materials’ distribution functions, including shipping, purchasing and requisitions, inventory, mobile data collection, shipper integration (UPS/FedEx) and more.
  • Production – The Production suite has tools that streamline users’ manufacturing processes so they can fully understand shop floor changes, manage quality and schedule maintenance operations. It includes a real-time shop-floor activity database, production dispatch and data collection system, maintenance tracker and Kanban visualization communication system.
  • Finance – Manage all of a company’s financials, including job cost, standard cost, accounts receivable, accounts payable, general ledger, fixed assets, payroll, human resources and more with this tool.
  • Documents – The Documents suite allows users to access and link documents, generate barcode labels, retain and transfer knowledge though the Business Process Repository (BPR), capture data electronically and maintain a library of business processes.
  • Analytics – With the Analytics suite, users can view graphs and data, and receive desktop notifications and mobile alerts. It includes business metrics, an event manager and data journaling.

Target Market

WorkWise caters primarily to discrete manufacturers. Some of the key manufacturing industries it serves are:

  • Agricultural equipment
  • Electronic manufacturing
  • Metal fabrication
  • Food and beverage equipment
  • Industrial equipment
  • Medical equipment
  • Industrial vehicles
  • Rubber and plastic

Here are a few of WorkWise’s clients:

  • American Metal Fab
  • Racine Metal Fab
  • Hampel Corporation
  • Nercon
  • Strongwell
  • ACR Electronics
  • Quick Cable
  • Cleveland Steel Tool
  • Vestcom
  • Rayonier Advanced Materials

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WorkWise ERP can be deployed in the cloud or on-premise. Its consultants guide new clients through a three-step implementation process.

Step 1 is the Discovery Phase that includes:

  • Project planning
  • ERP installation
  • Operational review
  • Training
  • Prototype building
  • Initial data conversion

Step 2 is the Implementation Phase, which includes:

  • Special training workshops
  • Prototype updates
  • Initial modeling
  • Report development
  • Training/resolution
  • Modeling
  • User setup

Step 3 is the Results Phase that includes:

  • End-user training
  • Final model
  • Readiness assessment
  • Final data conversion
  • Cutover
  • Go-live
  • Month-end close

After implementation, WorkWise offers software support, ongoing education, and additional user training and improvement initiatives.

Customer Service & Support

WorkWise has an online customer center with training videos, customer discussions, and product enhancements and documentation that’s only available to customers enrolled in an annual WorkWise ERP maintenance plan.

WorkWise also offers a second support plan that includes:

  • Unlimited, toll-free calls to its call center from 7:00 a.m. to 6:00 p.m. Central Time, during normal business days
  • Research of problems in the application software
  • Access to source code to correct application software errors
  • A 24-hour hotline for disaster recovery assistance
  • Special discounts on services
  • Unlimited internet access, 24 hours a day, to post a question or check the status of support questions
  • A knowledge database with over 5,000 proven solutions
  • Free software refresh/update kits for customer’s current version
  • Unlimited access to the latest version of the software


WorkWise offers competitive, flexible pricing based upon a customer’s deployment and purchasing preference. Contact WorkWise directly for a quote that’s tailored to your business.


WorkWise ERP is highly regarded in the market because of its comprehensive functionality. However, if a customer has multiple distribution locations and requires High Volume Logistics Planning, an interface with a premier third-party application will be needed

Additionally, if users do not participate in WorkWise’s full implementation process, features may be overlooked and full benefits may not be achieved.


WorkWise LLC Screenshot 1
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WorkWise is exclusively focused on developing ERP and CRM software solutions complemented by comprehensive implementation and support services.

WorkWise is headquartered in Menomonee Falls, WI, and it’s been recognized as a Top Workplace for nine consecutive years.

According to its CEO and president, WorkWise’s purpose since its founding in 2001 has been to inspire customers to grow their businesses by managing information through its software solutions.

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