Sapling by Kallidus vs. Microsoft BI (MSBI) vs. Middesk

It's a good space to have a high level overview of the organization (especially Org view). Places for improvement include extra levels of complexity when you need to click on the person and you are navigated to the pop-up that is hard to use and only one pop up can be used at a time. I wish there wasn't so much of clicking in and clicking out.

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

Middesk majorly provides us with real-time access to the data and documents which are required for automating KYB and CIP regulatory compliance, mitigating front and backend risk. In addition, it is the easiest way for financial services companies to verify and monitor their business customers. It for us very much makes the process of onboarding customers very easy.

Incentivized

• Very customizable. Very easy to create new workflows and tasks to meet the unique needs of your organization.
• The system is easy to navigate, so minimal training is needed for users.

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

• Gathering information needed for registration.
• Making the registration process efficient.
• Guiding us through the process when we hit snags.

Incentivized

• Deeper data management/review - dashboard experience could be better and deeper
• Ability to drill into reports within the tool- right now it takes you out to a sheet to view
• Org planning/org chart sharing

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

• Better navigation.
• More marketing and make it very reachable to customers.
• Login is difficult.

Incentivized

It is hard to rip out and replace systems and Sapling is doing what we need

Incentivized

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.

To use this system you need to buy several add-ons. If add-ons do not fit your business model you will have to access platforms from different companies. The system is not easy to use for onboarding. Candidates cannot change and update settings. To use the system a person must click in the correct spots. If not it leads you someplace else. Then you have to start clicking all over again.

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

UI is not as intuitive as other systems we use. For states that require income tax withholding, some of them require registration with multiple agencies - the UI doesn't easily tell you which login credentials are tied to which agency.

Incentivized

The product has been reliable.

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.

Sapling HR helps my HR team keep track of our personal information like contact information or t-shirt sizes (who doesn't like free shirts), as well as helping new hires onboard. I think it's super simple to use and keeps everything pretty nicely organized.

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

The user experience of this tool must be rearchitected. I am able to observe a lot of lag in the process when initiated. There are sometimes when the tool's navigation becomes difficult. The time taken at times is large to process a request and this can also be highly improved in the future.

Incentivized

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

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.

If you have someone internally that can run it that definitely helps!

Incentivized

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.

Sapling [HR] was our first and only HR automation platform. We ran a trial campaign with them and did not compare them to other vendors.

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

ADP Workforce Now offers a module to handle payroll tax registrations. The interface is confusing and the information is hard to find. The service and support are awful - nobody ever knows who can answer tax account questions, they escalate to a different department and promise a callback but they never call back.

Incentivized

• We were able to get the system implemented very quickly, which was of great importance to us as we were undergoing rapid growth.
• The system has helped us keep and stay organized and allowed team members to work collaboratively to get tasks done. Many of these tasks were previously managed with various spreadsheets and other trackers that were quickly becoming unmanageable.
• Sapling has greatly decreased the time we needed to onboard and employee and has prevented many errors.

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

• Better speed.
• Better quality for optimal cost.
• Saves a lot of time.

Incentivized