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DataSelf Analytics Battlecard

DataSelf Analytics Essentials

Target Market
  • Mid-sized companies using Acumatica, NetSuite, Sage 100, Sage 300, Sage X3, Sage Intacct, Salesforce, HubSpot and other systems.

  • Reporting areas: Core Financials (with some limitations), Distribution, Project Accounting, CRM.

Strengths
  • Low cost (starts as low as $399/month).

  • Easy sales experience.

  • Simple deployment (requires 15 to 60 minutes to deploy).

  • User interface: Tableau or Power BI.

  • Comprehensive list of pre-mapped tables from source systems.

  • Comes with a valuable library of reports and dashboards.

  • Allows customization of complex reports and dashboards.

Cautions
  • Cloud-only option (on-premises available with Pro and Enterprise Editions).

  • Provides limited user access to the cloud data warehouse for data preparation and manipulation.

Competition
  • Build-it-yourself solutions leverage Tableau or Power BI. The license cost might be lower than DataSelf’s, but the cost and time to build and maintain the solution are usually dramatically higher. It can be challenging for BI teams to have the expertise and depth to tackle many reporting needs in a timely fashion. BI team turnover is a major friction point for these projects' long-term success.

DataSelf Analytics Pro and Enterprise

Target Market
  • Mid-sized companies using Acumatica, Google Analytics, HubSpot, Infor CRM, MS Dynamics 365 / CRM / NAV / GP, NetSuite, Sage 100, Sage 300, Sage 500, Sage CRM, Sage Pro, Sage X3, Shopify, Salesforce, ConnectWise, Keep Truckin, Fleetio, Quickbooks.

  • Reporting areas: Extensive library of reports and extensive customization capabilities.

Strengths
  • Starts as low as $999/month.

  • User interface: Tableau/Excel/Power BI. Easy to export reports to Excel, CSV, PDF and PPT.

  • Comprehensive out-of-the-box solution for Acumatica, Google Analytics, HubSpot, Infor CRM, MS Dynamics 365 / CRM / NAV / GP, NetSuite, Sage 100, Sage 300, Sage 500, Sage CRM, Sage Pro, Sage X3, Shopify, Salesforce, ConnectWise, Keep Truckin, Fleetio, Quickbooks.

  • Comes with extensive library of 8,000+ report and dashboard templates. Consult us for templates available for Excel and Power BI.

  • A full-fledged MS SQL Server data warehouse allows integration of any data source (including multi-company and/or multi-currency consolidation) and addresses a wide range of reporting needs.

  • DataSelf ETL+ (extraction, transformation, loading) dramatically simplifies the deployment and maintenance of MS SQL data warehousing.

  • Deployment options: Cloud, on-premises, or hybrid.

Cautions
  • Deployment takes days to weeks on average.

  • System maintenance requires BI expertise.

Competition
Built-in / Bundled Enterprise BI Solutions with ERP and CRM systems
  • The license costs vary compared to DataSelf.

  • The time to build and maintain the solution varies compared to DataSelf.

  • Some competing products have not been designed to integrate other data sources efficiently.

  • Many of the competing products rely on proprietary technology. DataSelf leverages Gartner-endorsed technology from Microsoft data warehousing and Tableau and Power BI for analytics, which is widely adopted and supported, with extensive online resources and forums.

  • Most competing products require a heavy initial service investment for report customizations. DataSelf’s extensive library of reports usually lowers service investment.

  • BI teams usually have expertise in the main ERP or CRM system but might lack the breadth and depth of expertise to efficiently consolidate other data sources.

  • BI team turnover is a major friction point for these projects' long-term success.

Build-It-Yourself solutions leveraging Tableau or Power BI and data warehousing
  • The license cost might be lower than that of DataSelf.

  • The cost and time to build and maintain the solution are usually dramatically higher than DataSelf.

  • It can be challenging for BI teams to have the expertise breadth and depth to tackle many data integration and reporting needs promptly.

  • BI team turnover is a major friction point for these projects' long-term success.

  • Upgrades to source systems usually require major investment from BI team and can delay the upgrade process.

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