CRM Consultants & Implementation Partners in Menomonee Falls, WI

Overview

WorkWise is a software developer and service provider based in Menomonee Falls, Wisconsin, founded in 2001. It is known for two product lines: an enterprise resource planning system for manufacturers and the OnContact CRM application, which it took over when it bought OnContact Software. In mid-2020 the global enterprise software company Aptean acquired WorkWise.

Its manufacturing ERP is now sold as Aptean Industrial Manufacturing ERP WorkWise Edition. Buyers should note that WorkWise builds and supports its own software. It does not work as an independent consultant across many CRM brands.

Third-party listings describe OnContact CRM as a customizable, web-based suite for mid-sized organizations. It covers sales force automation, marketing automation, customer service and contact center work, and it comes with a mobile app. Customers can run it hosted or on their own servers. Listings also point out that OnContact connects directly to the WorkWise ERP system. That lets sales, marketing and service teams share data with operations and finance without switching between separate programs.

The ERP side is built for discrete manufacturers, especially companies that use engineering to design and build their products. It supports build-to-stock, make-to-order, configure-to-order, engineer-to-order and mixed-mode production. The system is organized into eight suites with more than 45 applications. Key capabilities include:

• Role-based dashboards with configurable summary badges, workflow approvals and exception alerts
• Drag-and-drop shop scheduling that accounts for limits on tooling, materials and worker skills
• SOLIDWORKS CAD integration that pushes design changes into item records and bills of material
• A product configurator that creates custom single-level or multi-level bills and routings
• Mobile data collection and live production dispatch reporting with touch screen and barcode input
• Financials, inventory and supply chain tools in the same system

How they work with clients

WorkWise develops, implements and supports its software itself, so clients deal with one vendor for the whole project. Customers can choose a subscription cloud deployment or an on-premise installation. With the cloud option, WorkWise runs the hosting environment, including patching, security, backups and SQL database upkeep. Prospects can request an individual demonstration before buying.

Client testimonials on its site say staff take time to learn each manufacturer's processes and help with lean and process-improvement work. Several customers describe long relationships, one of them about twenty years. Business listings also mention consulting, training, and technical and integration services, plus a reseller network that sells the products more widely.

Background and recognition

Since 2001, WorkWise has focused mainly on manufacturing businesses. A workplace-award profile puts its staff at about 80 employees in the United States. The Milwaukee Journal Sentinel named it a Top Workplace each year from 2011 through 2015, and in those same years The Business Journal listed it among the area's Healthiest Employers. Its headquarters is still in Menomonee Falls.

That makes it a nearby choice for regional manufacturers that want CRM and production ERP from one supplier, as long as they accept its own product line rather than a multi-vendor CRM consultancy.