Board Review

Flexible, versatile, efficient functionality with a small footprint in the file servers

What is our primary use case?

Budgeting. It's performing very well.

How has it helped my organization?

The ease of designing. The ease of making it happen on a daily basis. What I mean by that is catching up daily. You just schedule the report and off it goes.

What is most valuable?

It has a lot of valuable features. Primary is its flexibility and versatility and, obviously, functionality goes along with that. Plus, it does that at a small footprint in the file servers, and does it very efficiently.

For how long have I used the solution?

Three to five years.

What do I think about the stability of the solution?

It's outstanding, because I don't know of any issues that we've had.

What do I think about the scalability of the solution?

It will scale to whatever you need. You just need to find somebody to build the SQL statement and you're all set.

How are customer service and technical support?

We have used technical support but not in the last couple or three years. We've had them come in and do training. The training group is very knowledgeable, and we're very happy with them. As far as the phone call support, like I said, we haven't used them in a few years, but it was very effective, as I recall.

Which solution did I use previously and why did I switch?

It gets real difficult to use a lot of Excel spreadsheets, especially when you have 10 or 15 or more people using different spreadsheets, trying to get them all together. Not only that, but are their formulas correct? Don't get me wrong, Excel is a wonderful product, but this eliminates all that. 

Once you have somebody look at it and test the product, you only have to do it once, and then, you don't have to worry about a spreadsheet coming in from someplace else that isn't right.

When selecting or working with a vendor the most important criteria are

  • performance
  • functionality
  • price goes along with that too.

How was the initial setup?

The concept of how it works was a little bit hard for me to take, because I'm an old IT-er. Once I got past that, the complexity disappeared. Configuring the functionality of a report, for instance, you can get very simple or you can get very complicated. The point is, it can be whatever you need it to be.

There is a learning curve as there is with any product, no matter what the vendor tells you. But I would not say it's anything out of the ordinary, especially if you have newer folks working on it. What I mean by that is people that are new to the industry, younger folks. Like I said, us older folks have a difficult time grabbing onto that concept. But once that happened, it was easy.

Which other solutions did I evaluate?

There were several. There were a couple that were in the cloud, and we didn't like the cloud aspect of them. That was four or five years ago.

What other advice do I have?

My purpose is telling them what they need and writing the initial SQL and building the capsule. Once I do that, I'm done, and then they just go off. I'm not a day-to-day user.

In terms of advice to a colleague who is looking at a similar solution, I don't know what their actual needs are, but my advice would be to go forward with this product. Don't be afraid to get some initial training, because they didn't want to supply that for us initially. My advice would be to get the initial training.

**Disclosure: I am a real user, and this review is based on my own experience and opinions.
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