ConnectWise PSA vs. Tableau Desktop

BrightGauge lets us know when we have critical issues that need solving. A massive influx of tickets all at the same time triggers an investigation. Usually, it is tied to a server going down, which we can address. It would not be helpful for a small MSP or IT department with just a few daily tickets. The stats are better used to track a large amount of clients.

Incentivized

The best scenario is definitely to collect data from several sources and create dedicated dashboards for specific recipients. However, I miss the possibility of explaining these reports in more detail. Sometimes, we order a report, and after half a year, we don't remember the meaning of some data (I know it's our fault as an organization, but the tool could force better practices).

Incentivized

• Tickets- Customers can email and a ticket is generated and falls under their profile for historical records. You can save documents and select if they are customer facing or only internal facing. The option as well to have communication in tickets whether its internal facing or customer facing is nice to have when you're trying to keep a record or important details for just internal means and the customer doesn't have to see all the jargon.
• Procurement - It's great to have this integrate with Quosal Sell. Quotes being processed into opportunities and then into a sales order which connects to a ticket or project is pretty easy to use. It does have a learning curve but once you get the hang of it, it's straightforward. Everything is pretty connected, whether keeping track of products customers have purchased historically through us, to knowing what ticket is associated to an RMA.

• An excellent tool for data visualization, it presents information in an appealing visual format—an exceptional platform for storing and analyzing data in any size organization.
• Through interactive parameters, it enables real-time interaction with the user and is easy to learn and get support from the community.

Incentivized

• Annual or more than annualized data is desperately needed for MSPs to show trends, current limitation is previous 240 days for ConnectWise tickets
• Alerts when datasets do not sync properly, I have to rely on my team to notice vs get an automated alert from BrightGauge
• Small thing, but it would be nice to have more options on the report scheduler to enable a start date. If you wish to do it quarterly, you have to start the schedule exactly 3 months from the next run.

Incentivized

• Pricing should be more user-friendly and usage-driven
• Making edits to the production reports is fairly tough and has a vast scope of additional capabilities
• Tableau Desktop should be able to differentiate itself from the Tableau server else there is no major meaning of two different products being offered

ConnectWise has uniquely positioned themselves with the Modern Office Suite to have direct integration with a nearly full suite of tools for MSPs. Although each tool may not necessarily be the absolute best tool on the market, the efficiencies leveraged through direct integration make the entire suite an obvious choice for most companies.

Incentivized

Our use of Tableau Desktop is still fairly low, and will continue over time. The only real concern is around cost of the licenses, and I have mentioned this to Tableau and fully expect the development of more sensible models for our industry. This will remove any impediment to expansion of our use.

Incentivized

I have been using ConnectWise since 2004 and I am impressed with the progress they have made. However, there are still bugs that don't work quite like they should. If I were to run reports and get consistent answers along with a couple other annoyances, then I would score CW as a 10

Incentivized

Tableau Desktop has proven to be a lifesaver in many situations. Once we've completed the initial setup, it's simple to use. It has all of the features we need to quickly and efficiently synthesize our data. Tableau Desktop has advanced capabilities to improve our company's data structure and enable self-service for our employees.

We use the cloud version of ConnectWise and in the last 5 years it has never been down for us during business hours. I can only recall 1 time when it was not available during off hours when we wanted to use it.

Incentivized

When used as a stand-alone tool, Tableau Desktop has unlimited uptime, which is always nice. When used in conjunction with Tableau Server, this tool has as much uptime as your server admins are willing to give it. All in all, I've never had an issue with Tableau's availability.

Some tab for certain areas load speeds could be better. Dashboards can load slowly when they reference multiple reports. Some reports can load slowly based on the tables and views they are accessing. At times the SQL queries being performed in the background can actually timeout and a tab or screen will fail to load.

Incentivized

Tableau Desktop's performance is solid. You can really dig into a large dataset in the form of a spreadsheet, and it exhibits similarly good performance when accessing a moderately sized Oracle database. I noticed that with Tableau Desktop 9.3, the performance using a spreadsheet started to slow around 75K rows by about 60 columns. This was easily remedied by creating an extract and pushing it to Tableau Server, where performance went to lightning fast

Incentivized

The front line support techs are wildly inconsistent when it comes to the level of support. Sometimes you get someone who just wants to throw links to University documentation at you, sometimes you get someone who truly tries to understand your issue and confers with peers and managers to find an answer, and sometimes you get someone who just wants to create a ticket and escalate immediately. If you ask three different techs the same question you will probably get three different answers, one of them being, "That's not possible."

Incentivized

Tableau support has been extremely responsive and willing to help with all of our requests. They have assisted with creating advanced analysis and many different types of custom icons, data formatting, formulas, and actions embedded into graphs. Tableau offers a weekly presentation of features and assists with internal company projects.

Incentivized

It is admittedly hard to train a group of people with disparate levels of ability coming in, but the software is so easy to use that this is not a huge problem; anyone who can follow simple instructions can catch up pretty quickly.

We are a telecoms company. Whilst CW were very happy to sell us their product and tell us how good it is for telecoms. All the training material is geared towards IT MSP's. The on-line training material was virtually useless. We found the implementation a bit of a joke. They tried telling us 12 hours of implementation time would be sufficient to launch the product. We erred on the side of caution and paid for 24 hours. This was quickly eaten away and we were nowhere near ready to go-live. I find the on-line chat facility is of much more use for us.

Incentivized

I think the training was good overall, but it was maybe stating the obvious things that a tech savvy young engineer would be able to pick up themselves too. However, the example work books were good and Tableau web community has helped me with many problems

Incentivized

Rather than letting them sell you a block of time for implementation, create a list of things that must be completed do declare the implementation complete. The implementer will have the discretion on what they set up and in what order. They will be trying to end their services in as little time as possible and may not get things set up right. You are best advised to hire a third-party wizard that has done many of these setups. Record the audio and video of all of your implementation sessions.

Incentivized

Again, training is the key and the company provides a lot of example videos that will help users discover use cases that will greatly assist their creation of original visualizations. As with any new software tool, productivity will decline for a period. In the case of Tableau, the decline period is short and the later gains are well worth it.

Incentivized

Everyone but dynamics had holes in it. Dynamics is good, but it requires more development time. I spoke with some people that have CW and liked it. But when I inquired after our frustrations, I discovered they had a full time scheduling & logistics CW manager and the field people were using it purely like any other more simplistic ticket system. They said it would be impossible otherwise. The one big difference is the transparency of the sales effort. The other sales people were honest on the limitations or potential challenges and worked with us. They also worked with our agenda. At CW they don't have that option. The consulting time is eaten through a pre-formatted agenda which they communicate too you, not with you.

I have used Power BI as well, the pricing is better, and also training costs or certifications are not that high. Since there is python integration in Power BI where I can use data cleaning and visualizing libraries and also some machine learning models. I can import my python scripts and create a visualization on processed data.

Incentivized

ConnectWise seems to have a good understanding of the IT service industry. During the required onboarding training, they even preach configuring only features that you need right now, as you can always scale up later. The feature set for the most part takes into considerations all aspects of an IT business, whether small or enterprise, or growing from one to the next.

Incentivized

Tableau Desktop's scaleability is really limited to the scale of your back-end data systems. If you want to pull down an extract and work quickly in-memory, in my application it scaled to a few tens of millions of rows using the in-memory engine. But it's really only limited by your back-end data store if you have or are willing to invest in an optimized SQL store or purpose-built query engine like Veritca or Netezza or something similar.

• The positive impact is no one has to return to the office to look at notes - they can look up the support ticket on their laptop, tablet, or phone.
• The positive impact on ROI is keeping all of your support tickets organized in one spot and multiple techs can update them.
• The positive impact on ROI is that you have happier customers as you can update the support tickets no matter where you are at

Incentivized

• Tableau was acquired years ago, and has provided good value with the content created.
• Ongoing maintenance costs for the platform, both to maintain desktop and server licensing has made the continuing value questionable when compared to other offerings in the marketplace.
• Users have largely been satisfied with the content, but not with the overall performance. This is due to a combination of factors including the performance of the Tableau engines as well as development deficiencies.

Incentivized