Entrinsik Informer is a web-based reporting and business intelligence application popular in the higher education vertical market. It helps organizations transform real-time data into actionable information by delivering ad-hoc reporting, data analysis, and interactive dashboards.
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Tableau CRM
Score 8.3 out of 10
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Tableau CRM (formerly Einstein Analytics) from Salesforce is a cloud-based business intelligence solutions and analytics software. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.
It makes creating queries very easy for end users so not only research or technicians can do it. The availability for creating Live reports that are accessible via Excel on the network has given many of our users the ability to get the information they need in a format they can use without needing someone to translate the raw data
If the person/ department does not have any knowledge in open source tools such as R, and Python. [Salesforce Einstein Analytics (formerly Wave Analytics)] could be a good option with no coding background required. However, if they have such human resource or can acquire these people, I would recommend open source tech and suggest not to use this tool.
Simple user-interface: Informer is relatively easy to learn and end users can begin running reports and creating new reports quickly.
Email "burst" functionality: This feature allows emails to be sent out based on data in the report. So for example, a report could be scheduled that would email all student employment managers listing out the specific employees that report to them that haven't submitted their time sheets. Each manager would only see the rows that correspond to their email address.
Analytics and grouping: Users can quickly drag columns to group and sub-total, and can use the analytics tab to get deeper insights into the data.
There are a lot of reports that we have in Informer that say they have never been run, even though I know they have been run. So that makes it really difficult to determine which reports can be deleted to keep a tidy report list.
The only other complaint I have about Informer is that there doesn't seem to be a properly detailed error code/message when the student information system can't be accessed. For example, I am currently trying to move Informer to its own standalone server and I get an error message saying that our license isn't valid. Informer Support sent a new license, which prompted the same message, and the only explanation they have given me is that Informer can't reach the student information system. I would think that if that were the case, the error message would say that instead of an invalid license.
Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.
Informer has been handily meeting most of our reporting needs, and we've created a library of hundreds of reports that are used every day. They have a terrific support service to help when you have questions, and I've found them to be great at listening to what customers would like and adding new features. They are a small company that really listens and really cares, and I've been very pleased over the past few years getting to know them.
From the perspective of the new user and a seasoned user I would say eight would represent both parties. It presents a 'familiar' interface and easy to navigate display. Tagging is quite nice and allows for organization of reports based on those tags. These have to be monitored like anything else to keep them consistent but provides a better than average means of organizing reports.
Overall usability is absolutely worth the price. It help me to save tons of time working on raw data in Excel file. It also minimize the discrepancy in data format when there are multiple user inputting the data. Every data inputted in Salesforce is standardized, therefore it is very easy to keep track / generating performance report even though you are having more than 20 projects recorded in Salesforce Einstein Analytics.
I would have given 10 but no one and no system is perfect. The only issue with support is not the staff nor the response but the support Wiki and support pages in general run very slow at times. I believe this has been addressed by the company but the technical speed of the pages have been an issue.
I have not come across any bad experiences with the support provided. Also, I observed regular updates have been implemented without breaking the tool. But in my opinion, Now Tableau CRM has huge market challenges with tools like Power BI and its spread
We bought the product on a Thursday morning, and we were writing reports on Friday afternoon. We did take about a month to manage the Mapping, Linking and Security to allow us to open it up across campus. We are now mapping from as many third-party vendors as we can to enable the creation of more ad-hoc reporting.
An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes
I have experience with Advizor AnalystX, and it was just awful. It is advertised as an interactive reporting tool, in which you can use your mouse to select and segment constituents by where they live (by clicking on a map), how much they've given to your institution, when they last gave, etc. In practice, their map feature was unusable; it's a static map image (imagine a paper map hung on your wall), rather than draggable and zoomable Google Maps, and it required hours of work to configure one map region. As far as computing constituents' giving statistics, it required way too much back-end work to build simple giving totals.
Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.
We have definitely improved customer service due to better reporting using Informer. All departments are better empowered to help our students in a more timely and accurate manner.
Using Informer has given us the ability to eliminate functionality within our ERP system and offload reporting to a data store instead of the transactional system. This has resulted in successfully upgrading our core systems and improved response times.
