Klipfolio vs. OpenText Magellan BI & Reporting

Using Klipfolio is one of the finest ways we can expand our business because it is so simple to use and always has new features that make it better. We also appreciate the excellent customer service they offer. There are several benefits to making this investment in your company's efficiency and profitability. We think it's worth the money.

Incentivized

iHub is a decent enough environment that it serves our needs. We can have unlimited users and it can tie into AD although we do not use that feature currently. It is a decent place to store all of the reports in one location, even though for us it is not visually appealing to the end users. iHub is not a place where you want to create robust/interactive dashboards for end users to drill through and follow a "story".

Incentivized

• All my reporting requirements have been met.
• Salesforce, HubSpot, Mailchimp, Google Drive, and other business applications are quite easy to integrate with.
• The information you need is at your fingertips in a matter of seconds.
• Whenever I have a question, the customer service is always there to answer it.

Incentivized

• It is fairly easy to set the sharing rules for a report/dashboard.
• They have a decent amount of time frame options for setting a schedule to generate a report.
• The support is mostly helpful and timely if you have an issue.

Incentivized

• While Klipfolio covers so many of the bases, one area where I would like to see expansion would be offering additional design and graphics themes for even more customization.
• Klipfolio has an extensive offering but might be even better if there were a way that we could integrate with some small to mid-sized CRM solutions for audience list segmentation and marketing integrations.
• It would be interesting if Klipfolio could enable us to overlay the data learnings for cross-referencing of multiple client campaigns for comparative insights.

Incentivized

• Setting up a "dashboard" is extremely lacking in functionality. The different chart widgets you place on the page do not interact with each other. When you select an item from one do not expect it to highlight or filter another.
• The speed and stability are not great, but maybe that is just our environment not being up to snuff...even though we are above the "recommended" settings.
• The main GUI for a user is TERRIBLE. You log into a File Tree format where you have to navigate folders to reach the correct dashboard. There are ways around this, but it would either require an expensive payment to the Professional Services team to revamp to UI or another option they gave us was to create the "Default Dashboard" and provide that link to users and in that Dashboard, you use a new tab to include the navigation back to the main screen so that at least on the initial load the user is taken to a friendly looking dashboard instead of a file tree.

Incentivized

My initial impressions of the software have been extremely positive. There are YouTube tutorials that explain how to make klips. The intuitive design of the UI It appears that everything in this software has been thoroughly tested to create all the visualizations that can be imagined as well as the user input controls that allow users to have exactly the data they want to be displayed in seconds, considering the various functions and formulas available in the Excel integrations and the extensive list of other services that can be integrated.

Incentivized

It provides all the necessary information to be able to carry out the analysis of any type of business, to know how money is managed virtually, what to do to have greater visibility, in addition to being a platform that is always accessible and allows continuous and efficient work.

Incentivized

None at all; just be sure of what information you will need for working.

These and many other BI tools are the most direct competitors. I only have experience with Klipfolio and Tableau. Tableau is definitely more capable, but much more difficult to learn and use. Klipfolio is simple and really packs a punch for its simplicity. I have yet to run into a major problem with it lacking a needed functionality.

Incentivized

Our instance of iHub does not stack up against the other larger BI tools out today. It is a good place to store reports in a central location that allows users to run very specific reports on demand, but it is not a place I would want to store all of my "dashboards". As far as holding individual reports that are specific to an individual need, it is a great tool. If you want to create a report that will be used as a Template for a Form or a Label, iHub is a good choice to store and schedule the report or call it via API to generate it and return it to your calling app.

Incentivized

• It made reporting a breeze as we didn't have to spend time creating the reports
• The reporting forum really helped give our team more metrics to add to reporting
• Always ready to view Dashboard meant stakeholders could view reports at any given time