Dynamo Software is a purpose-built investment management platform that can support the entire private market investment lifecycle. It offers modules for CRM, deal management, investor relations, investor portal, portfolio monitoring, fund accounting, research management, portfolio management, and ESG reporting.
N/A
Jive-x (Discontinued)
Score4 out of 10
N/A
Jive-x (formerly Jive Engage) is Jive's external facing community platform for prospects and customers. It is a leading product in the space and most often competes with Lithium Community and Telligent Community.
I think to organise and view information Dynamo has shown it's capability. However, it's still not a workflow or project management tool. It's a great hub for inhaling and presenting information of magnitude, and it does so well. But there are limitations to how Dynamo can be used to allow interpersonal and teamed type collabs to happen. We know it's not an Asana and not built for that, so it's not a negative feedback, just not the appropriate platform if full fledged proj management and logistics, comms need to be housed somewhere along with the data, It's not within Dynamo for now.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Jive-x is great for external communities for support deflection or customer communication and document sharing/editing. If you spend the money on the available add-ons and integrations, you could use it for customer education/learning. It's less appropriate for use as a revenue -generating tool or a lead-generating platform.
I write these from the perspective of the Community Manager - You can choose your level of moderation on Jive to match the policies of your organisation. From full on content pre-moderation to to completely reactive moderation, you can take your pick. We chose the latter end of the spectrum, trust your colleagues to be professional and you will be rewarded with professional content.
The ability for users to set up their own groups very easily with out the need to revert to developers is great as this allows individuality. This allows for organic growth with out impact on the budgets of departments and teams to get their work done on Jive. The option is always there to get 'someone in to fancy it up a bit' however you will find that your own people will develop those skills themselves. Your users will also learn from each other and you should actively encourage stealing of best practice from across your organisation.
The knowledge repository or Question and Answer features are the most value-adding for me. Having searchable history that allows your to get answers quickly so the next question can be asked is the reason why you should have a collaboration platform in the first place, Jive makes that easy.
Single Sign On has been a excellent addition for us, if Jive does not make your colleagues lives easier then they won't use it.
You can customize and brand Jive to reflect your company identity.
Some functionality is clunky: Mailing Campaigns, Passthrough Integration, Dynamo Accounting Complex Transactions. At times it seems functionality is rolled out too soon.
Onboarding of new clients for us seems a bit haphazard. We just added a new tenant with CRM, Dynamo Accounting and the Investor Portal and we weren't exactly sure what the state of the new tenant should be based on what was copied over from a prior tenant or how much Dynamo Software time or support we would have to customize the new tenant.
At times it seems Dynamo Software's terminology with relationships either isn't intuitive or is repetitive creating additional time/confusion when modifying workspaces, portal set-up, etc.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
For a large company the cost can quickly escalate so this must taken into account when renewing. For me, the decision to review will be taken with upgrading to the cloud version in mind as well. My power users love Jive for it versatility but it is important to note that you must be prepared to constantly train and coach the non-power users
I find it easy to use and very intuitive once you get into the weeds. We also prepared an entire policies and procedures for utilizing it efficiently and not making many human errors. This guide has helped our employees understand how to use it. In addition, the help guides on the Dynamo website are really useful
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It works wonders. My only gripe would be that there are some customizations you can't make without hiring a vendor with coding experience to implement them.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The support has been fantastic when we have been trying to code our own apps. Jive have went above and beyond what was required to help us out. Bugs fixes are generally very good and they are upfront when they are unable to help or a 'problem' is actually in need of Professional Services
Main arguments were: pricing as well as the usability. Setting up Dynamo is not difficult. Especially if you don't know what you really want. Dynamo offers out of the box views. Adjusting these is simple. Other competitiors like eFront are very customisable but need to be set up from scratch. Dynamo offered some type of canvas.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
For the money, it just happens to fit best with our original use case. Now that it's been sold to Aurea, which essentially halted any support or dev for the product before selling it off to Lithium, we will have to eventually move off of it (this assumes Lithium won't hire devs for code they didn't build, and that's not a bad assumption). So, while I recommend it, it's with the caveat that it's been sold and will be evolving in the near future.
Hard to quantify the results...but I also left the company before we had built a mature instance of Jive in-house so the final results/impact were yet to be fully realized and measured.
The use of Jive brought together multiple-departments for the first time in our 50+ year old company to truly build an "end-to-end" approach to our marketing/sales/fulfillment/customer service engine. It was truly phenomenal to watch how the internal life-cycle of a prospect-turned-customer literally transformed and unified our inter-departmental teams through the use of Jive Engage.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
