MUFI Rating & Risk – Rootstock

MUFI Rating & Risk – Rootstock

MUFI: Maintainability, Usability, Functionality, Implement ability Vendor: Rootstock (Select For Vendor Profile)


Rootstock is an extremely young company, started up in only 2008. Considering the size of Rootstock, its application accomplishments are quite impressive – and indicate high developer productivity. Rootstock has one of the greatest potentials to grow of any ERP software vendor that we cover.

Application Detail

Rootstock is part of the platform, and this means that it inherits all of the platform’s capabilities, including functionalities such as chatter. This is a way for internal parties to stay up to date on objects, as well as allowing external parties such as suppliers to comment. Rootstock can also very easily connect to other applications, with the ability of a company to bring up Rootstock, FinancialForce (the two combined make up one complete ERP system) as well as other applications such as a FexEx shipping application. This is shown in the screenshot below.

Fedex Punchout

This ease of setup and quality functionality is why Rootstock is our recommended ERP system for mid-sized companies and down – that do not work in process industry manufacturing. Rootstock presents a similar question to companies as Process Pro in that it is one of the few ERP systems to have a competent production planning and scheduling system. As with Rootstock, for companies with more simple production planning and scheduling problems, Rootstock’s functionality could be used instead of purchasing a separate advanced planning product. Rootstock is a good option for buyers that are serious about manufacturing efficiency. This is because many ERP vendors say that they can perform production scheduling when in truth they provide functionality just good enough to impress executives during the sales process, but not good enough to use. In fact, of all of the ERP systems that we cover, only Process Pro and Rootstock meet our standard in terms of having basic functionality for production planning and scheduling. Most of the ERP applications work off of simple MRP for production planning and scheduling combined with a simplified scheduling screen which is underpowered to perform the type of planning and scheduling that manufacturing companies need. However, MRP is only designed to create the initial production plan, and at the very least production planning and scheduling software should have heuristics. (for instance, Rootstock has a scheduling algorithm). This is described in the quotation from Roostock below:

“The first step in the scheduling algorithm is to establish the first work order’s operation’s schedule start date. If the work order has as not yet been started and the Work Order Production Release Dates is later than today’s date, the first operation’s scheduled start date is the Work Order Production Release Date. If the Work Order Production Release Date is less than (or equal to) today’s date, then the first work order’s operation schedule start date is set to today’s date. If the work order has been started, then the first work order operation’s scheduled start date, not as yet completed, will be set to today’s date.”

Financial Force Punchout

We will now check the invoice for this shipment, which again will be “within” Rootstock, but which will punch out to FinancialForce.

With the SalesForce platform, each application has to be configured to work as desired, but the customer does not need to spend time, money and effort to integrate the applications. Just this basic connection to the FedEx application would be, in the on-premises ERP world, a big accomplishment. First, the ERP vendor would try to convince their customer to use their dated shipping application (sometimes this functionality is part of the ERP system, but sometimes it is part of another non-ERP product that the ERP vendor is selling). Then the vendor would grudgingly allow the external shipping application provider to connect to their system. Several months later the systems would be integrated—all on the ERP software vendor’s terms of course.

The SalesForce platform is not like that at all; it offers a far more efficient model. The platform provides pre-integration without anyone application ruling the roost and declaring itself the center of the universe. In the future, these integrations will be prebuilt by the software vendors and companies will be able to pick and choose (mix and match) the functionalities that they like. In this environment, it will be difficult for ERP vendors to lock their customers into mediocre functionality. This is the entire business model of the Tier 1 ERP vendors. Rootstock has a very positive upside for companies looking for good value, a fast implementation timeline, and integration to some best of breed applications on the platform.

MUFI Scores

All scores out of a possible 10.

Vendor and Application Risk

Rootstock is one of the simpler ERP systems to implement. First off, the application is not only SaaS-based but is part of the Salesforce platform, which means it can be co-implemented along with other applications that are truly pre-integrated to one another. All that is necessary is to make the configurations of the other applications selected on Salesforce compatible with one another – there is no actual integration as long as the other application is native to the Salesforce platform. Aside from this feature, Rootstock scores very well in implementability, as well as implementation speed.

Likelihood of Implementation Success

This accounts for both the application and vendor-specific risk. In our formula, the total implementation risk is application + vendor + buyer risk. The buyer specific risk could increase or decrease this overall likelihood and adjust the values that you see below.

Risk Definition

See this link for more on our categorizations of risk. We also offer a Buyer Specific Risk Estimation as a service for those that want a comprehensive analysis.

Risk Management Approach

There are no special preparations that are required for a Rootstock implementation regarding risk management.

Finished With Your Analysis?

To go back to the Software Selection Package page for the Small and Medium ERP software category. Or go to this link to see other analytical products for Rootstock.


Brightwork MRP & S&OP Explorer for Tuning

Tuning ERP and External Planning Systems with Brightwork Explorer

MRP and supply planning systems require tuning in order to get the most out of them. Brightwork MRP & S&OP Explorer provides this tuning, which is free to use in the beginning until is sees “serious usage,” and is free for students and academics. See by clicking the image below:

Software Selection Book


Enterprise Software Selection: How to Pinpoint the Perfect Software Solution Using Multiple Sources of Information

What the Book Covers

Essential reading for success in your next software selection and implementation.

Software selection is the most important task in a software implementation project, as it is your best (if not only) opportunity to make sure that the right software—the software that matches the business requirements—is being implemented. Choosing the software that is the best fit clears the way for a successful implementation, yet software selection is often fraught with issues and many companies do not end up with the best software for their needs. However, the process can be greatly simplified by addressing the information sources that influence software selection. This book can be used for any enterprise software selection, including ERP software selection.

This book is a how-to guide for improving the software selection process and is formulated around the idea that—much like purchasing decisions for consumer products—the end user and those with the domain expertise must be included. In addition to providing hints for refining the software selection process, this book delves into the often-overlooked topic of how consulting and IT analyst firms influence the purchasing decision, and gives the reader an insider’s understanding of the enterprise software market.

This book is connected to several other SCM Focus Press books including Enterprise Software TCO and The Real Story Behind ERP.

By reading this book you will:

  • Learn how to apply a scientific approach to the software selection process.
  • Interpret vendor-supplied information to your best advantage. This is generally left out of books on software selection. However, consulting companies and IT analysts like Gartner have very specific biases. Gartner is paid directly by software vendors — a fact they make every attempt not to disclose while consulting companies only recommend software for vendors that give them the consulting business. Consulting companies all have an enormous financial bias that prevents them from offering honest advice — and this is part of their business model.
  • Understand what motivates a software vendor.
  • Learn how the institutional structure and biases of consulting firms affect the advice they give you, and understand how to properly interpret information from consulting companies.
  • Make vendor demos work to your benefit.
  • Know the right questions to ask on topics such as integration with existing software, cloud versus on-premise vendors, and client references.
  • Differentiate what is important to know about software for improved “implement-ability” versus what the vendor thinks is important for improved “sell-ability.”
  • Better manage your software selection projects to ensure smoother implementations.

Buy Now


  • Chapter 1: Introduction to Software Selection
  • Chapter 2: Understanding the Enterprise Software Market
  • Chapter 3: Software Sell-ability versus Implement-ability
  • Chapter 4: How to Use Consulting Advice on Software Selection
  • Chapter 5: How to Use the Reports of Analyst Firms Like Gartner
  • Chapter 6: How to Use Information Provided by Vendors
  • Chapter 7: How to Manage the Software Selection Process

Enterprise Software TCO Calculator – Rootstock

How it Works

Fill out the form below for a your customized TCO calculation, as well as each of the supporting cost components that make up the TCO. The form does not have a “beginning or end.” The form is constantly calculating, so feel free to make constant changes and the application will auto-adjust.


  • Vendor Name: Rootstock (See for Vendor Rating)
  • Software Category: Small to Medium ERP
  • Company Headquarters: 2680 Bishop Drive Suite 200, San Ramon, CA 94583
  • Site:
  • Contact number 888.524.0123
  • Delivery Mechanism: SaaS

Finished With Your Analysis?

Once complete, goto this link to see other analytical products for Rootstock.

Project Planning Package – Rootstock

How it Works

Fill out the form below for a your project planning estimate. The form does not have a “beginning or end.” The form is constantly calculating, so feel free to make constant changes and the application will auto-adjust.


  • Vendor Name: Rootstock (See for Vendor Rating)
  • Software Category: Small to Medium ERP
  • Company Headquarters: 2680 Bishop Drive Suite 200, San Ramon, CA 94583
  • Site:
  • Contact number 888.524.0123
  • Delivery Mechanism: SaaS

Finished With Your Analysis?

Once complete, goto this link to see other analytical products for Rootstock.

Honest Vendor Ratings – Rootstock


As the company is so new, it is challenging to take a full accounting of Rootstock’s ability to implement and support their application. However, they have made the right strategic decisions in terms of building their infrastructure and connecting with genuinely value-added partners, which bodes very well for their present and future capabilities.

Quality of Information Provided

The information provided by Rootstock is generally accurate.

Consulting and Support

Rootstock has a low cost of implementation and is generally not implemented by anyone but Rootstock consultants. This means no major software consulting company would need to be involved that would drive up the cost and the implementation timeline. Rootstock will often implement partially by showing up on-site and somewhat be providing remote implementation support, which is far less expensive than full time consulting.

Internal Efficiency

Rootstock did not begin as part of the AppExchange ecosystem. Instead, it started as a partner with NetSuite, from which it severed the partnership, and very quickly became one of the most critical applications on the platform. This transition was exceedingly smooth and says very good things about the capabilities of Rootstock’s management. This is an experienced group that knows how to position their product and leverage partners in a what that is truly strategic – rather than to get a marketing bump by including a variety of partner images on one’s website. Rootstock is increasing as its value proposition has become apparent, and its manufacturing prospects are now more quickly understanding and gravitating towards SaaS. The main challenge for maintaining high internal efficiency will be managing the growth.


Rootstock has a relatively high Current Innovation Level.

Vendor Scores

Part of the Following Software Categories

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Software Selection Package for Small to Medium ERP

The Necessity of Fact Checking

We ask a question that anyone working in enterprise software should ask.

Should decisions be made based on sales information from 100% financially biased parties like consulting firms, IT analysts, and vendors to companies that do not specialize in fact-checking?

If the answer is “No,” then perhaps there should be a change to the present approach to IT decision making.

In a market where inaccurate information is commonplace, our conclusion from our research is that software project problems and failures correlate to a lack of fact checking of the claims made by vendors and consulting firms. If you are worried that you don’t have the real story from your current sources, we offer the solution.