Karbon is presented as a collaborative practice management solution for accounting firms. It includes communication and workflow tools to streamline practice operations, with task automation for common processes, and scheduling data collection. Its features encompass: Client Management - tracking the relationship with all the firm's customers. Knowledge Centralization - A single source of truth for job tracking. Business Analytics - Insights to guide firm…
$59
per month per user
Webtrends Analytics
Score3 out of 10
N/A
WebTrends provides an enterprise web analytics platform and, according to Forrester, has a strong focus on support for mobile and social channels and a very open platform. Webtrends competes directly with Adobe Site Catalyst, IBM Coremetrics. and comScore DigitalAnalytix.
Having a tool where all of our task management and communication internally and externally is connect is a big pro for Karbon. When we made the switch we were able to eliminate multiple 3rd party tools we were using that didn't talk to each other. They are always updating and rolling out new features so you can stay up to date with what comes next to help your business. Being able to see all of the work agreed to for a client, all of the time budgets vs actual time, and then the specific tasks with specific notes, along with attaching all of the documentation (bills, emails, cc expenses ect) to the work items and having it all in one place so that the client work can be done by multiple people in our office has been a game changer for us for capacity and just not having one person hold all of the knowledge.
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
Scenarios 1. If you want to use web server log files as input to your web analytics, then Webtrends will provides a good product, with great ease of implementation. Don't even think about being cheap on hardware, and make sure Webtrends runs on real servers, not in a VM environment. 2. If you want to use Data Tagging, similar to Google Analytics or Site Catalyst, Webtrends has a powerful product, just be prepared to pay. 3. If you are new to Web Analytics, but it is the strategic direction, start with Webtrends on Premises. Questions to Ask 1. What are you trying to accomplish? 2. Can you place a dollar value on the benefit that you expect/need from Webtrends? 3.Can you live with Webtrends running SaaS?
Resource management: Ability to view workloads of team members and reallocate easily in the event a team member is on leave.
Workflow management: Repeating workflows allows consistency of work and visibility of where work is up to.
Communication: As a remote team, communication is vital. We use tagging and assigning to ensure relevant team members are across the information they need to be. The client portal is handy for keeping sensitive information off email.
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
Control privacy, data sharing and competitive industrial knowledge using Webtrends on premises
Great control over custom reports, custom dimensions and metrics
Flexible tool which allows multiple methods of data capture. To my knowledge it was the first tool with a Tag Builder / Tag Management function built in via a supporting website.
Time integration with XPM: We use fixed fee billing through Ignition, with invoices flowing through to XPM where we manage WIP against time. At the moment, time recorded in Karbon needs to be manually entered into XPM. A direct integration that automatically pushes Karbon time into XPM would remove this duplication and improve accuracy. Alternatively, if Karbon could pull the relevant Ignition billing information through in a way that supported WIP management, that could remove the need to maintain time separately in XPM.
Intelligence and reporting: I find the Intelligence area quite clunky for the management reporting we need. It can be slow to load, includes former team members who are difficult to exclude, and it is not easy to quickly produce a clean report with the key information required to manage the business.
I would like simpler, faster reporting around measures such as team productivity, revenue compared to payroll costs, utilisation and other operational performance metrics. Ideally, these reports would be included in the current subscription model, easy to filter and export for use for management decisions. The current experience has not provided enough value for us, and as a result I cancelled the Intelligence section of our subscription this year.
Bulk workflow updates: Making changes across a large number of recurring client workflows can be time consuming because many updates need to be made individually. While Karbon allows bulk updates using standard work templates, applying these can overwrite or remove client specific customisation, so it is not always practical for established workflows. It would be useful to be able to add a new task section to existing recurring workflows in bulk, while leaving all existing client specific tasks, settings and customisations intact. This would make it easier to roll out process improvements across the client base without having to manually update every workflow.
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 big downside, the elephant in the room, is that it does not (as of right now) have on-demand segmenting, drilldowns, etc. You have to think of what you want in advance and create those reports then analyze some data. This is huge. You can, of course, re-analyze old data after creating new reports but you still have to wait. (This deficiency may become obsolete with the release of Webtrends Explore later this month (May 2014).)
It has fewer mature integrations with other products and databases than competitors do, although I'm told it works with SharePoint better than anything else does.
Its attribution modeling capability is behind Google Analytics'. In my humble opinion, this could be changed quickly if Webtrends would make some tweaks to its standard visitor history files (i.e. preserve the order in which past visits were sourced beyond the single most recent one, rather than storing all those past sources as a randomized list).
It doesn't incorporate statistical tests, confidence intervals, or statistical associations. However, this same criticism can be applied to its competitors (other than A/B Testing products). It's a tabulation program, as they all are. In this respect, web analytics tools as a group are relatively primitive. Sorry to bring this up as a criticism of Webtrends but it's my pet peeve about the whole industry and I just have to say it. (p.s. take advantage of the heavy-duty Webtrends Scheduled Export functionality to get really granular data that you can feed to a stats program to get significances.)
Although the documentation, help screens, phone support and the knowledge base have improved tremendously in recent years, there is still a pretty steep learning curve because it is different from the tools that entry-level users may have already been exposed to. This can be a shock and many users are alienated at first because they just don't get some of the fundamentals at first. I'd like to see much better help screens that are thoroughly interlinked with the KB and documentation. Having superb online support would make a world of difference with the adoption of this basically powerful tool.
I would be willing to try Webtrends again AFTER some research from other users. I would need to see that users mention better and faster customer support on questions and issues that arise while using the software. The software is capable of vast and incredible things, but if it isnt properly set up and supported during use, it is just a big hassel and waste of everyones time and money.
As mentioned previously, it is a great tool to increase overall productivity and transparency. The work appears in my-week making things hard to slip under the radar.
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
If I could give it a 0, I would. Not having an intuitive user interface made it impossible to convince non-analytic business users to use the tool on their own. Even as a seasoned analyst, frequent calls were needed to get what should be simple tasks done. Account managers don't understand the tool either, and have to refer you to technical support
The v9 admin interface and v10 reporting interface work as well as expected, but have a tendency to be pokey, especially for bulky reports and whenever you're connected to wifi. I much prefer using the REST API for all reporting for this reason, which simply dumps out the data and doesn't bother with the user interface.
I once went on to Twitter to ask for help from my network of analytics people, and Webtrends themselves responded. They have been an excellent partner in making sure that their product is being used to the best of it's ability and I greatly appreciate that. Both Omniture and Google Analytics, do not have that level of support over social media
The in-person training was comprehensive enough to get you started, but I strongly recommend having a more experienced person when beginning with the tool.
Webtrends provides several free webinars over the course of the year, many of which I would expect to pay for. The people providing the webinars seem to have a good feel for real-world application of the product.
Careful planning and patience. Use a non-public test site to fine tune tags and reporting. Despite best laid plans, there will be surprises when you collect the data, run the analysis and begin generating reports using the tool. Perform a tag audit to ensure tags fire as desired.
I used CCH Prosystems for many years and in different variations and versions. I found that the training provided was lacking and the program was not user friendly. My former firm paid a great deal of money and we didn't use half of the functions it claimed to have due to the unfriendly nature of the platform.
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
Webtrends has its work cut out for itself considering you have the behemoth Google Analytics and Google Analytics Premium having a strong offering and brand recognition for the price of free. After reviewing the paid service I'd suggest you start off with GA as a cheaper alternative that is just as robust, if not much more flexible in regards to the reporting and goal tracking needs for our company.
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
Webtrends has had a positive impact on site visitation because it allowed us to understand the sources by domain for site traffic and find out ways to increase visits from those domains.
Webtrends has also allowed us to understand areas of optimization on the site, which has had a positive impact on the overall user journey on the site, likely leading to longer site duration and engagement.