TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Microsoft BI (MSBI)

    Score8.5 out of 10
    N/AMicrosoft BI is a business intelligence product used for data analysis and generating reports on server-based data. It features unlimited data analysis capacity with its reporting engine, SQL Server Reporting Services alongside ETL, master data management, and data cleansing.

    $14

    per month per user

    Upland PSA

    Score5.8 out of 10
    N/AUpland PSA helps professional services teams grow their business.

    $15

    per month

    Pricing
    Microsoft BI (MSBI)Upland PSA
    Editions & Modules
    Power BI Pro
    $14
    per month per user
    Power BI Premium
    $24
    per month per user
    No answers on this topic
    Offerings
    Pricing Offerings
    Microsoft BI (MSBI)Upland PSA
    Free Trial
    NoYes
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    Microsoft BI (MSBI)Upland PSA
    Considered Both Products
    Microsoft
    No answer on this topic
    Upland Software
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    15 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    15 Answers
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    15 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    13 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    11 Answers
    No answers on this topic
    Features
    Microsoft BI (MSBI)Upland PSA
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Microsoft BI (MSBI) and Upland PSA
    Feature
    Microsoft BI (MSBI)
    9.0
    53 Ratings
    10% above category average
    Upland PSA
    -
    Ratings
    Pixel Perfect reports8.546 Ratings00 Ratings
    Customizable dashboards9.653 Ratings00 Ratings
    Report Formatting Templates8.951 Ratings00 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Microsoft BI (MSBI) and Upland PSA
    Feature
    Microsoft BI (MSBI)
    8.5
    53 Ratings
    6% above category average
    Upland PSA
    -
    Ratings
    Drill-down analysis8.548 Ratings00 Ratings
    Formatting capabilities8.253 Ratings00 Ratings
    Integration with R or other statistical packages8.342 Ratings00 Ratings
    Report sharing and collaboration8.953 Ratings00 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Microsoft BI (MSBI) and Upland PSA
    Feature
    Microsoft BI (MSBI)
    8.5
    52 Ratings
    3% above category average
    Upland PSA
    -
    Ratings
    Publish to Web9.348 Ratings00 Ratings
    Publish to PDF9.148 Ratings00 Ratings
    Report Versioning7.444 Ratings00 Ratings
    Report Delivery Scheduling8.547 Ratings00 Ratings
    Delivery to Remote Servers8.426 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Microsoft BI (MSBI) and Upland PSA
    Feature
    Microsoft BI (MSBI)
    8.7
    52 Ratings
    9% above category average
    Upland PSA
    -
    Ratings
    Pre-built visualization formats (heatmaps, scatter plots etc.)9.651 Ratings00 Ratings
    Location Analytics / Geographic Visualization8.748 Ratings00 Ratings
    Predictive Analytics7.745 Ratings00 Ratings
    Pattern Recognition and Data Mining8.76 Ratings00 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Microsoft BI (MSBI) and Upland PSA
    Feature
    Microsoft BI (MSBI)
    9.3
    53 Ratings
    9% above category average
    Upland PSA
    -
    Ratings
    Multi-User Support (named login)9.449 Ratings00 Ratings
    Role-Based Security Model9.347 Ratings00 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.949 Ratings00 Ratings
    Report-Level Access Control9.36 Ratings00 Ratings
    Single Sign-On (SSO)9.431 Ratings00 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Microsoft BI (MSBI) and Upland PSA
    Feature
    Microsoft BI (MSBI)
    8.0
    42 Ratings
    3% above category average
    Upland PSA
    -
    Ratings
    Responsive Design for Web Access8.239 Ratings00 Ratings
    Mobile Application8.030 Ratings00 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile7.839 Ratings00 Ratings
    Application Program Interfaces (APIs) / Embedding
    Comparison of Application Program Interfaces (APIs) / Embedding features of Microsoft BI (MSBI) and Upland PSA
    Feature
    Microsoft BI (MSBI)
    8.5
    24 Ratings
    9% above category average
    Upland PSA
    -
    Ratings
    REST API9.221 Ratings00 Ratings
    Javascript API8.821 Ratings00 Ratings
    iFrames8.820 Ratings00 Ratings
    Java API8.718 Ratings00 Ratings
    Themeable User Interface (UI)8.021 Ratings00 Ratings
    Customizable Platform (Open Source)7.319 Ratings00 Ratings
    Best Alternatives
    Microsoft BI (MSBI)Upland PSA
    Small Businesses
    Cyfe
    Score4 out of 10
    Autotask PSA
    Score7.6 out of 10
    Medium-sized Companies
    Qlik Cloud Analytics (Qlik Sense)
    Score8.1 out of 10
    Workday Professional Services Automation
    Score8.2 out of 10
    Enterprises
    Sisense
    Score6.9 out of 10
    Planview AdaptiveWork
    Score8.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Microsoft BI (MSBI)Upland PSA
    Likelihood to Recommend
    8.9
    (77 ratings)
    6.0
    (11 ratings)
    Likelihood to Renew
    8.0
    (25 ratings)
    7.0
    (6 ratings)
    Usability
    8.9
    (19 ratings)
    8.0
    (1 ratings)
    Availability
    9.5
    (2 ratings)
    -
    (0 ratings)
    Performance
    7.0
    (2 ratings)
    -
    (0 ratings)
    Support Rating
    8.9
    (15 ratings)
    9.0
    (1 ratings)
    In-Person Training
    6.9
    (3 ratings)
    -
    (0 ratings)
    Online Training
    8.5
    (2 ratings)
    -
    (0 ratings)
    Implementation Rating
    9.6
    (7 ratings)
    9.0
    (1 ratings)
    Configurability
    10.0
    (2 ratings)
    -
    (0 ratings)
    Data Sharing and Collaboration
    8.5
    (42 ratings)
    -
    (0 ratings)
    Data Sources
    8.4
    (41 ratings)
    -
    (0 ratings)
    User Testimonials
    Microsoft BI (MSBI)Upland PSA
    Likelihood to Recommend
    Microsoft
    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
    Read full review
    Upland Software
    We have discovered over the last few years using Tenrox that we could adapt our needs or processes to fit in the Tenrox box rather than adapting Tenrox to fit in ours completely. I feel like Tenrox would be better suited for a company that has fewer clients and projects over the course of a year, as well as fewer users. We have approximately 350 clients, 21,077 projects in Tenrox at this exact moment (we close projects as we can), 188 active users currently, and 415,635 tasks (some of course assigned to now closed projects).
    With this much information hosted through the Tenrox cloud server, we experience increased lag time frequently. This causes a lot of unwanted rejection towards Tenrox in our company.
    Incentivized
    Read full review
    Pros
    Microsoft
    • 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
    Read full review
    Upland Software
    • We love that our timesheets are pre-populated with all our employee's assigned contracts and we get to control what is on their timesheet as far as funder and contract codes.
    • Tenrox did very well with our integration and getting a timesheet that exports well with our payroll provider.
    • Tenrox has a great email reminder system for when people need to submit or approve timesheets.
    Incentivized
    Read full review
    Cons
    Microsoft
    • 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
    Read full review
    Upland Software
    • Tax calculation per state tax rules. Tenrox's current capabilities relative to tax codes is extremely limited and we have to do several time-consuming work-arounds in order to apply the tax as needed for our business. What is particularly frustrating about this aspect is that our need is based on tax laws and codes set by states and I feel a financial system should be able to sufficiently structure for legally-defined tax codes.
    • Tenrox Project Planning add-on module. This portion of the system has never worked as seamlessly as you would assume given they were designed to work together. We've run in to many bugs and just oddities over the years. It's very finicky in my experience. We only use TPP for a small portion of our projects - those being our smaller or need to have huge task lists per client naming requirements.
    • (The bad that became the good!) In the past, we have had significant customer-service challenges with Tenrox and then Upland, however over the past several months we have noticed a marked change in this. If we had not previously experienced issues with the customer service, I would not have any issue with the level of service that we are currently receiving. Given the history, I am cautiously optimistic that our current level of customer service will continue. I think our service concerns finally reached the 'right' people and I am reasonably confident the positive changes are here to stay!
    Incentivized
    Read full review
    Likelihood to Renew
    Microsoft
    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.
    Read full review
    Upland Software
    I am not in charge of renewing the Tenrox contract. However, if it was up to me, I would renew in a heartbeat. Tenrox is an asset to our organization and it keeps us focused. I am not aware of other products similar to Tenrox that provide the depth that they do.
    Read full review
    Usability
    Microsoft
    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
    Read full review
    Upland Software
    I feel like if the user interface could combine time and expense for users to be entered on one screen rather than two completely separate locations it would greatly improve usability. If the expense entry process could be improved completely, it would greatly improve the usability as well. Everything else within Tenrox, makes everything very user friendly.
    Incentivized
    Read full review
    Reliability and Availability
    Microsoft
    The product has been reliable.
    Read full review
    Upland Software
    No answers on this topic
    Performance
    Microsoft
    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.
    Read full review
    Upland Software
    No answers on this topic
    Support Rating
    Microsoft
    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
    Read full review
    Upland Software
    The support team is always very helpful and strives to ensure they have met your needs and corrected your issues in a timely manner. If they need more information or cannot recreate the issue themselves, then they will follow-up to gather the necessary data themselves. They are constantly striving to meet the needs of all users and understand so many different industries and types of environments out there, it is very impressive.
    Incentivized
    Read full review
    In-Person Training
    Microsoft
    This training was more directed toward what the product was capable of rather than actual programming.
    Read full review
    Upland Software
    No answers on this topic
    Online Training
    Microsoft
    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.
    Read full review
    Upland Software
    No answers on this topic
    Implementation Rating
    Microsoft
    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.
    Read full review
    Upland Software
    The main thing with implementation is to make sure you have taken full advantage of the "sandbox testing" site that Tenrox provides to you during development. Try out every scenario you can think of, have other people enter information if needed, so that you can make sure you have not missed any big items. If you have the opportunity, roll out implementation to small groups of users. Depending on how your company is set up, I would choose groups that are not all in the same department so that you can address questions across all areas before adding in more users in the next wave of implementation.
    Incentivized
    Read full review
    Alternatives Considered
    Microsoft
    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
    Read full review
    Upland Software
    The Tenrox software looks and feels older and is not as user friendly! Harvest, for example, is an upgraded version that is easier to track and compile. This is what I'm comparing it to and it's not even close! We only selected Tenrox because it was cheaper and we had a connection in the company with someone at Tenrox to use that platform. We are currently looking for a change.
    Incentivized
    Read full review
    Return on Investment
    Microsoft
    • 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
    Read full review
    Upland Software
    • Tracking, tracking, tracking. It keeps the data we need and gives us the ability to look at it in countless different ways with just a few clicks, which is a big time saver. Without Tenrox, we would definitely have to increase our headcount in order to accomplish billing and payroll.
    • We recently were able to automate a huge portion of business that was still (yes, still in 2014!) being managed out of an Excel spreadsheet. We experienced a great deal of resistance to the change with our own employees, however now that we have it going we have cleaned up our invoicing and impressed the highest-financial officer for two consecutive months - our first/only two months billing directly from Tenrox for that group.
    • A newer development for our team - Some client managers in the other divisions our company have begun to look at what we are able to do with Tenrox and our other primary system and get some of their work moved over to our group. This is great and is giving us new opportunities - we will likely need to increase the headcount of our admin. team, but for a good reason (too much work coming our way!).
    Incentivized
    Read full review
    ScreenShots