Roambi: Good for quick, visual dashboards intended for management
May 10, 2014

Roambi: Good for quick, visual dashboards intended for management

Sean Chou | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Roambi

Roambi was chosen at my organization for use in the Financial Planning & Analysis department. Because the organization was a major pharmaceutical company (it got acquired) with hundreds of sales representatives nationwide, we dealt with a lot of numbers - both pharmaceutical data and financial data. Roambi was implemented to help our Finance department better understand our current and projected sales trends, expenses, and organization headcounts.
  • Very easy to set up data and visualize it through the iPad
  • Powerful visualizations and ability to customize the way information is interacted with and displayed
  • Made it easy for non-developers to understand data trends
  • Not enough customization (compared to QlikView)
  • The application needs a more flexible user interface
  • Data layers to drill down through limited to six
  • Increased visibility for headcount and expenses management
  • Saves time for management
  • Decreased mean time to action
I have also used Spotfire and QlikView. Of all three, Roambi is the easiest to use and quickest to deploy. Roambi is also one of the easiest to start turning your data into beautiful charts and dashboards. Spotfire is easy to use but requires more time to get used to - but allows for more flexibility and customized design of dashboards. QlikView is perhaps the hardest to use and longest to deploy but enables the richest, fully customizable dashboards.
I would definitely use Roambi again because of its ease-of-use, but its lack of customization ability makes it difficult to recommend to businesses as business needs are always changing. People are picky, and on the Roambi project, we were not able to fully live up to the customer's expectations, limited by Roambi's preset limitations.
I would recommend Roambi for its ease-of-use and quick deployment. It is very visually rich and eye-catching, and I believe it is best suited for presenting business & finance dashboard to C-level management and sales representatives in the field. Because it can be accessed on the iPhone or iPad, it is very mobile and the Apple touch interfaces are nearly flawless. If an organization needs to really dig deep into their data, I would look elsewhere, as Roambi has certain limitations.

Using Roambi

VERY easy to use. Only limited by how the graphs and data is initially set up.
Relatively simple
Easy to use
Well integrated
Quick to learn
Feel confident using
Requires technical support
  • Navigating the different types of visualizations
  • Setting up data in Excel
  • iPad App gestures and interface
  • Designing graphs granularly
  • Test-viewing visualizations involved a lot of back and forth
Yes - Because the user interface (UI) is on iPad and iPhone, Apple's movement gestures play wonderfully for Roambi's interface. Roambi's bright colors helps ease the contrast and makes it easier for the end user to navigate data.