Conga Grid vs. Kantata PS Cloud vs. Microsoft BI (MSBI)

If a user has to perform a specific update over many records, don't use a List view... use Grid. It allows users to quickly track their work, set additional formatting preferences and avoid constantly tracking work outside of Salesforce which leads data discrepencies and errors.

Incentivized

It is appropriate and even exceeds expectations 90% of the time. It makes project tracking very easy and visually accessible for most cases. The only occasion where Mavenlink came slightly short was for a special project that required more interaction options among project members. I am certain there are ways to work around that issue, but we did not find them.

Incentivized

Microsoft BI has a lot of features and is a very powerful tool, especially if you have folks on your team that know how to utilize all of its capabilities. To truly unlock all that it can do, it does require people to have a deep understanding of its capabilities. That's where the software really shines. If you are looking for a simpler, more basic reporting tool, there are other programs available that do not require such a steep learning curve.

Incentivized

• A specific strength of Conga is the ability to easily produce cross-object displays where you can take information like open Opportunities and layer on information such as Activities, Orders, Opportunity Products with all related information being accessible when individual lines are selected. The reading pane functionality is a huge timesaver for reps working lists of records.
• Another strength is Conga's ability to allow mass edit/update - for example, you can have a list of leads assigned to you, check the ones you met at a conference, and update a field on their record or assign a task or do an email send right from the list. At the same time, you can select other records, and do the mass update or mass create of tasks that are relevant for them.

Incentivized

• With Mavenlink when starting to assign tasks to people, set deadlines and milestones, and add files to our projects we can look at it all from a variety of perspectives, including a task tracker view and a Gantt chart view
• Through Mavenlink each project also includes an activity stream where we can view all project details as they come up, as well as an activity feed for all the projects it is linked to.

Incentivized

• Comparatively easy to use compared to other data analytics solutions, collaborating with other colleagues on data work is simple.
• Using Visual Studio for database, ETL, reporting, and analytics development save time and money.
• Transfer of data from one application to another via Excel and comparison of data attributes between applications
• Dashboard functionality, as well as Python support, are available, allowing you to add additional charts and graphs.

Incentivized

• Sometimes Conga goes slower when using it at a high volume
• Being able to pull more data through LinkedIn and Indeed
• Job match function

Incentivized

• The Gantt chart does not allow for baselines to be stored
• There is no means to upload an excel task tracker and build a plan using an upload
• The schedule does not allow for planning of holidays
• The status report functionality needs to be improved

Incentivized

• MSBI designs can work on increasing data processing capabilities enough to handle the huge datasets etc.
• It would be a lot better if it is a little low on cost.
• it needs to create opportunities little more than they do regarding customization of some very unique visualization effects

Although the company I currently work for does not use the product I have recommended that we do switch to Mavenlink. We will be opening some new sites internationally this year and I can see that Mavenlink would be a great product for us to use

Microsoft BI is fundamental to our suite of BI applications. That being said, Northcraft Analytics is focused on delighting our customers, so if the underlying factors of our decision change, we would choose to re-write our BI applications on a different stack. Luckily, mathematics are the fundamental IP of our technology... and is portable across all BI platforms for the foreseeable future.

It could be easier to create views or there could be additional training with step by step examples in conga community

Incentivized

I think Kantata is one of the most robust and best project management tools out there for an organization like ours. However, some of our staff feel like it isn't as user-friendly as it could be. From a Director point of view or a Project Manager point of view, Kantata is exceptional. From the point of view of a task-doer, it could be more visually appealing. Also, the mobile version isn't great.

Incentivized

The Microsoft BI tools have great usability for both developers and end users alike. For developers familiar with Visual Studio, there is little learning curve. For those not, the single Visual Studio IDE means not having to learn separate tools for each component. For end-users, the web interface for SSRS is simple to navigate with intuitive controls. For ad-hoc analysis, Excel can connect directly to SSAS and provide a pivot table like experience which is familiar to many users. For database development, there is beginning to be some confusion, as there are now three tool choices (VS, SSMS, Azure Data Studio) for developers. I would like to see Azure Data Studio become the superset of SSMS and eventually supplant it.

Incentivized

Mavenlink gives advance notice for system upgrades, and they're not during our business day. Mavenlink has always been available when we needed it.

The product has been reliable.

Very good integration with Google apps. Some complexity is called however in the synchronization between Google Tasks and Maven links tasks. This can sometimes lead to duplicate records in Google Tasks. It has been dissolvable that becomes cumbersome if not properly curated.

SQL Server Reporting Services (SSRS) can drag at times. We created two report servers and placed them under an F5 load balancer. This configuration has worked well. We have seen sluggish performance at times due to the Windows Firewall.

In general, Conga is a strong company with a depth of talent in its support team. However, when new releases occur, the changes can be somewhat jarring to users as the interface does not offer the ability to hide or show messages related to the changes - all users get the same messaging from Conga around changes to their tool.

Incentivized

Kantata support is fantastic! Any issues that arise are always handled quickly and efficiently. Granted, we haven't had many issues to report. Typically, my team tends to only reach out to support if they need assistance remembering how to do something or asking about an improvement. We had Kantata build an integration when we first started using the software, and the support team worked hard to listen and improve the integration.

Incentivized

MSBI natively has a site that allows you to vote on user enhancements and bug fixes. This allows the largest nagging issues to float to the top and the development team can prioritize accordingly. As mentioned earlier, the large community base of MSBI developers assist technical resources in handling technical questions.

Incentivized

We prepared questions in advance, and our trainer was an expert in what Mavenlink was and wasn't able to do. We were able to have multiple people trained at once.

This training was more directed toward what the product was capable of rather than actual programming.

The training was very well-organized. We were able to send questions in advance so the instructor knew what to cover, and the brought up related topics to maximize the usefulness of what they were teaching us.

I have used on-line training from Microsoft and from Pragmatic Works. I would recommend Pragmatic Works as the best way to get up to speed quickly, and then use the Microsoft on-line training to deep dive into specific features that you need to get depth with.

Dedicate as much internal time to the implementation effort as possible, even if you're using a 3rd party or Mavenlink services. Your team knows your processes the best

We are a consulting firm and as such our best resources are always billing on client projects. Our internal implementation has weaknesses, but that's true for any company like ours. My rating is based on the product's ease of implementation.

I've only used Salesforce before and am now using Conga ActionGrid. Although Salesforce is great, it is only used to log candidate information and then log actions that have been performed. With Conga ActionGrid, we are able to log more specific details about candidates, activities and follow up items. Conga ActionGrid provides more tools that would benefit many departments

Incentivized

We have since switched over to JIRA and let me tell you, it was probably the best decision we have made as a company. We chose Mavenlink based on promises from the sales team about future roadmap work that really never happened. We thought Mavenlink would easily integrate with our billing software but we couldn't have been more wrong. We ended up never utilizing Mavenlink invoices as they don't even allow you to fully customize your invoices that go out to clients!

Incentivized

We have used the built in ConnectWise Manager reports and custom reports. The reports provide static data. PowerBI shows us live data we can drill down into and easily adjust parameters. It's much more useful than a static PDF report.

Incentivized

It's very easy to add users and contractors into Mavenlink. There's also an option that let's you manage access for teams in multiple locations.

• It has benefited us positively, as I stated earlier- it allows us to filter down results of 65,000+ candidates to a search of 1-100 candidates.

Incentivized

• Manvenlink is perfect for showing expenses and income over time and across people.
• Manvenlink is adaptable for the integration and automation of the processes of each of our projects in order to optimize resources and improve operational performance.
• Mavenlink allows us to determine if our projects are profitable or not, as well as save significant time by automating components such as recurring tasks and having templates, among other things.
• Manvenlink is advantageous for our operations due to its simple portfolio management of our projects: manage several projects at once and receive a complete perspective of the development of each one at a glance.
• Manvenlink kindly provides us with robust discussion threads, access restrictions, and built-in document management, allowing us to contextualize communications.

Incentivized

• As a SaaS provider we see being able to provide self-service BI to our client users as a competitive advantage. In fact the MSSQL enabled BI is a contributing factor to many winning RFPs we have done for prospective client organisations.
• However MSSQL BI requires extensive knowledge and skills to design and develop data warehouses & data models as a foundation to support business analysts and users to interrogate data effectively and efficiently. Often times we find having strong in-house MSSQL expertise is a bless.

Incentivized