Klipfolio Klips vs. Logi Symphony

It's
a piece of software that's capable of almost anything. Dynamic variables can be
changed in real-time via the interface's UI/UX and UI/UX customizations. As a
result, it can always keep its database up-to-date and obtain the most current
information from a variety of sources. The Klip customer service team is
extremely friendly and helpful. Every time a problem with the Klip setup
arises, they're there to help. As a result of their activities, they try to
work with the group's experience.

Incentivized

Considering it's price point in the market, Dundas BI offers a lot of functionality. They are constantly adding features and bug fixes which is great, but also means there are always updates to take if you want everything to work as expected. The standard user interface is pretty easy to understand, but it takes a while for developers and power users to become independent of documentation.

Incentivized

• Dashboard design. Super simple and easy to set up, move and size components, and display.
• Klip creation. This is report/chart creation. Klipfolio straddles the line well between ease-of-use and robust capability for data crunching and visualization.
• Data sync. I have had very few data sync issues. The sync just works and it is very light-weight on API calls.
• Multiple data source formats. You can make data sources in JSON, Summarized View, and Detailed View.
• Modeled data sources. You can create modeled versions of any data source, which allows you to lock in data formats, add columns (including formula columns), and more.
• Team permissions. I have been able to set team permission sets and use that to display the given dashboards around the office. With this, I can control who has access to which data.
• Chart options. There is a great selection of chart types to choose from.
• Great support. Their support staff has always been very responsive—almost always immediate. I have always been able to resolve my issues with them.

Incentivized

• Project organization from Development to Production, you get a production and development license but I think the best way to do it is with DEV and Prod project in the Production box. Use the development box for testing updates and really crazy things. With the Dev and Prod projects on the same box, you just publish from Dev to Prod and you are done. Users only have access to the Prod projects so no one can mess up what you are working on.
• Security - If you have a hierarchy (subsidiaries, divisions, department, teams) and you want each group to see only their data, then Security hierarchies are for you!
• Dependent filters! What's this you ask? Here is an example of how it can be used, in your company you have departments and who works for what department is in your database. You make a dashboard that has a department filter (only show these departments), a managers filter, and employee filter. Not every manager or employee is in multiple departments usually only one. With dependent filters you can say that the manager and employee filter are dependent on what is selected in the departments filter so when you go to filter them they only show the managers or employees that are part of that department, and you can even it do so employees are not only dependent on department but on manager as well. Then it gets even better as it can be done in reverse as well so when you select a manager then go to the department it only shows the departments he works for (there are better situations where this is more useful).
• It is scriptable! From calculate columns, null replacements, button actions, load actions, hover over events there a way to do what you want.
• They are constantly improving and listens to your suggestions.

Incentivized

• Onboarding. The process of setting up a new client for a dashboard can be a little tedious.
• File size upload and third-party integrations. I have been limited to the size of the .csv file we were uploading but we were able to find a workaround.

• Not too many cons for how we use the application. It really is easy and powerful. Very powerful.
• Licensing is one thing that could be looked into. It is simple, but a little confusing. For example, if I get a license today, but a new release comes out tomorrow, it seems that the license doesn't work with the new release. Maybe that is by design, but it would be nice to clearly understand.

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

We are still in the implementation phase, but so far we are finding it to be easy to use and learn. The eLearning courses that they have made available for free, as well as User Forums and other training videos have made even difficult concepts easier to understand.

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

We have bi-weekly calls with our Success Manager, as well as access to support as needed. Any question that I have had, multiple people have been willing and able to jump on a call to talk me through it, or send an email with the solution

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

Providing that you have the client's needs well known, creating BI content using Dundas BI is a walk in the park!

It was clear that Klipfolio had the edge in terms of the number of third-party connectors and templates available, allowing us to quickly be up and running with various API integrations and visually stunning designs in only an hour. It was a no-brainer for us, and we're glad we went with them instead of the other options.

Incentivized

We have tested Tableau prior to Dundas BI and though Tableau is a great package in itself, Dundas BI is much more cost-effective for our needs and requirements and hence zeroed in on Dundas BI. We have also tried microstrategy but it has a very dated UI and doesn't suit our needs in today's more modern world

Incentivized

• Klipfolio not only delivers great-looking dashboards, but it makes our agency look awesome to our clients!
• Klipfolio is one of the few platforms that we have implemented where the minimal investment has consistently provided maximum results in the return on our investment.
• Not only had Klipfolio proven to be a fiscally smart - money-saving - move, but has also proven to be a great time saver as well.
• Thanks to Klipfolio we spend less time having to pull data and have more time to analyze and strategize for our reporting and recommendations to our clients.

Incentivized

• Coming from an SQL based standard delivery model, Dundas BI has provided a fantastic rate of ROI.
• The preparation and delivery time has reduced from weeks to just a few hours.

Incentivized