Paychex vs. Tableau Desktop vs. Tableau Public

Overall we have had a good experience. The unfortunate part of being with them for over 10 years is the change-over in support specialists and sometimes the lack of transparency when that occurs or the lack of personalized communication. However, the ease of use and streamlined services for reporting and recording payroll and onboarding employees is definitely a benefit to the service. Being able to pull reports and review past employees information can be invaluable at times. Knowing I have peace of mind when it comes to tax documentation because someone else is ensuring it is handled and handled correctly is very important

Incentivized

The best scenario is definitely to collect data from several sources and create dedicated dashboards for specific recipients. However, I miss the possibility of explaining these reports in more detail. Sometimes, we order a report, and after half a year, we don't remember the meaning of some data (I know it's our fault as an organization, but the tool could force better practices).

Incentivized

Tableau Public is great, especially if you're new to the platform or considering implementing it within an organization. The Public version has most of the capabilities of the full version, with extensive community documentation to troubleshoot issues you may run into. Additionally, there are many resources to check out Public workbooks from other users and communities: a GREAT learning resource to figure out new, innovative ways to visualize and present data. It is perfect for evaluating public datasets, for doing exploratory data analysis, or contributing to cross-organizational or extracurricular projects that may benefit from more sophisticated data analysis and exploration. Tableau Public, because it stores to the cloud and has limitations on connectivity (ie, cannot connect to SQL servers) is not suited for confidential, financial, PII, etc., data, and care should be taken to avoid including sensitive data in any of the Tableau Public workbooks used by an individual or organization.

Incentivized

• It provides a well account of Retirement Plan Account Information.
• Alerts are sent to email when there is new information to access.
• Employee access both online and thru app.
• Paperless options.
• Easy and quick access to paystubs and tax forms.
• Easy employee retirement management.

Incentivized

• The Visualizations graphics are really good and the color options help in designing attractive charts. They help to convey more information and can be made interactive.
• You can add filters with offer you to plug and play with values and understand different outcomes.
• You can drag and drop options while creating charts and dashboards. also it is a very fluid layout.

Incentivized

• Tableau Public can work with data that are differently formatted, such as MS Excel, .txt file, Google Sheets, not sure about MS Access.
• GUI interface of Tableau Public is not that hard to start working on; Also, it can generate codes for the operations and so it is relatively easy to visualize and correct mistakes.
• Lots of Tableau Public users upload their work to the online community, users can easily find very good figures/graphs that are similar to their problems and so they can use these figures/graphs as templates to modify and make their own ones.

Incentivized

• When it comes to audit reports, Paychex Flex could improve on helping clients locate the correct reports for audit purposes more easily
• When a client receives a discount, it would be helpful if the discount were automatically provided each year, or if the Paychex rep proactively reached out to the client first, versus the client having to call and request that the discount continue.
• It would be helpful if the invoice was emailed to the client versus the client logging in to access invoices.

Incentivized

• Formatting the data to work correctly in graphical presentations can be time consuming
• Daily data extracts can run slowly depending on how much data is required and the source of the data
• The desktop version is required for advanced functionality, editing on [the] Tableau server allows only limited features

Incentivized

• The biggest drawback to the Public version of Tableau is that any data used in the program is 'public' and therefore not secure: workbooks are saved to the cloud, rather than locally
• Tableau Public limits data ingestion to 10 million rows per source
• Limited connections - can't connect to SQL databases to ingest data (must be through CSV, Access, TDE, or text files)

Incentivized

there are a lot of competitors on the market such as BambooHR and Insperity. Paychex need to make significant improvement on their offline customer service in order to compete with the other guys. Everything is online now and timely response to customer's questions is vital. Customers won't enjoy being put on hold for 45 mins every time they have a question regarding their HSA problems

Incentivized

Because right now its the best option out there (disclosure: I haven't used Qlikview or some of the other direct competitors of Tableau). The big investment is in Tableau Server not desktop. For the cost of the license of Tableau desktop, its a pretty good deal. You can hook it up to pretty much any data source easily. You can easily share the visualizations with your team/colleagues easily. Tableau Desktop is generally easy to use for business users. But the more advanced stuff is better suited for a analyst or someone with a IT/CS background.

It's free, right? I'll keep using the free version. So the real question to ask is this? Will I pay $999 for the Personal version or $1,999 for the Professional? Yikes! That is a big stretch. I'm not sure about that. The product comparison chart is at: http://www.tableausoftware.com/public/comparison

Employee usability is very good and user-friendly. For the most part, the employer usability is good, but for complicated rules and policies, it requires technical assistance, which in our case, was clunky and slow in implementation. Once is place, everything works as it should

Incentivized

Tableau Desktop has proven to be a lifesaver in many situations. Once we've completed the initial setup, it's simple to use. It has all of the features we need to quickly and efficiently synthesize our data. Tableau Desktop has advanced capabilities to improve our company's data structure and enable self-service for our employees.

Tableau public is a great training tool to understand the basics of Tableau before buying it. A great tool to extend Excel's visualization and to publish data for others. Not useful for anything you need secure. No ability to access databases. Static information only.

We have not experienced any difficulties with unplanned outages. Notifications are always made for outages, and they do not effect normal business operations.

Incentivized

When used as a stand-alone tool, Tableau Desktop has unlimited uptime, which is always nice. When used in conjunction with Tableau Server, this tool has as much uptime as your server admins are willing to give it. All in all, I've never had an issue with Tableau's availability.

Unless there is lag time within the internet, the Paychex Flex website loads exceptional fast, pages load quickly and reports that I need to print or download load quickly. If I need to create a specialized report, once I complete it I receive an e-mail telling me my report is ready to be downloaded. Changing between web pages is fast as well.

Incentivized

Tableau Desktop's performance is solid. You can really dig into a large dataset in the form of a spreadsheet, and it exhibits similarly good performance when accessing a moderately sized Oracle database. I noticed that with Tableau Desktop 9.3, the performance using a spreadsheet started to slow around 75K rows by about 60 columns. This was easily remedied by creating an extract and pushing it to Tableau Server, where performance went to lightning fast

Incentivized

Chat has been helpful but the person I chat with isn't always able to help me with my questions. Phone support is ok, depending on your payroll specialist. We have a great one currently, but the few before that were never available and did not return calls.

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The Tableau Desktop's support team has been very helpful and tend to response very quickly. After all you have paid very premium price for the product and it goes to the services. This makes using the tool much easier for these who doesn't have such experience to get help quickly.

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I have not yet required to contact support as the documentation and help i found online has always worked so far

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We did online training only

Incentivized

It is admittedly hard to train a group of people with disparate levels of ability coming in, but the software is so easy to use that this is not a huge problem; anyone who can follow simple instructions can catch up pretty quickly.

It was easy to understand and follow along. I do like the informational videos that we can utilize before we opt to call in for customer service support. It has made a difference since sometimes that resolves the issue I may have had and saved myself a phone call to Paychex support.

Incentivized

I think the training was good overall, but it was maybe stating the obvious things that a tech savvy young engineer would be able to pick up themselves too. However, the example work books were good and Tableau web community has helped me with many problems

Incentivized

I found it sufficient, and fast. I could easily "kick the tires" with Tableau on my data so I got up and running fast.

Implementation was very smooth. The most cumbersome task was entering the current employees into the system during initial set up, but Paychex staff handled most of that and verified against prior system reports as well as internal reports provided to ensure 100% accuracy.

Incentivized

Time needs to be spent ahead of implementation to make sure data sources are set up and ready. Consultants need to understand the data sources and the goals before setting foot on-site. Installation is easy, learning to use it takes time. The training resources available are great.

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Start at the end and work backward. Identify the business case / issue and questions the end users have, then identify the data needed, and where to get it.

Incentivized

Paychex is much more user friendly than ADP Run or ADP Total Source. However, I do like that ADP has an option to upload documents related to payroll such as notices from the state (DOR, UI, etc) and creates a case where notes from their rep are added and a case # is provided. This helps create a good way to track a notice and be sure it is resolved. I have sent requests to close different states when a company no longer has an employee there or have been told an item has been filed/completed, only to receive a notice later from Paychex notification or the the state claiming the issue is unresolved. When you have as many clients as we do, this can feel messy.

Incentivized

Tableau Desktop is clearly one of the best in the business. It has incredible capabilities, and many features are extremely useful. The intuitiveness of the dashboards and the graphical nature of the visualizations are widely used features and super helpful. One of the other benefits is that both programmers and non-programmers can equally explore and create their own opportunities, and seamless integration is possible.

Tableau public is Free and no subscription is required whereas Tableau Desktop is a paid subscription. if there is no private or confidential data it's easy to Tableau public and share reports with people. Tableau public has same features and options same as desktop. its easy for students or beginners to signup and start learning/build reports.

Employees can log in at home and get up to date information on their FSA balance and any medical bill reimbursements they may have uploaded. At renewal time they have the ability to make changes to their FSA or for new employees star the enrollment.

Incentivized

Tableau Desktop's scaleability is really limited to the scale of your back-end data systems. If you want to pull down an extract and work quickly in-memory, in my application it scaled to a few tens of millions of rows using the in-memory engine. But it's really only limited by your back-end data store if you have or are willing to invest in an optimized SQL store or purpose-built query engine like Veritca or Netezza or something similar.

• This software has provided visibility to shift managers and department leads that they never had before in managing their subordinates. They now have an easy-to-use go-to source for seeing who has PTO, how much they have available, and what the work calendar looks like, allowing them to make better-informed decisions.
• With this software to manage open enrollment, we can now get through that process with a tool we use regularly, rather than jumping into enrollment management software only once a year and having to relearn it each year.
• Literally thousands of steps are saved each week by not needing to traverse the entire shop floor or track people down to clear up questions with time cards. With everything digital, so much can be observed and addressed in real-time through the app.

Incentivized

• Easy to share and manage viewer access on a different level to help identify fraud.
• Faster report generation, increased revenue, better decision-making, and data storytelling.
• One-click access to business health and the ability to build/maintain more effective and efficient reports.
• It's easy to share and even manage access to viewers on a different level, and reports are done in a more visual and storytelling manner.

Incentivized

• We have saved costs on Dashboarding tools thanks to the free tools within Tableau Public
• Streamlined reporting
• Time saved with easier data preparation features
• Professional looking dashboards and visualisations

Incentivized