Collectiv Reviews & Product Details

Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Collectiv implemented a Power BI-based financial planning solution. This involved creating a write-back solution, semantic data model, and workflow for approval.

The write-back solution involved two main planning areas: projects and operating expenses. The solution provided is flexible to data entry and various forecasting methodologies. For example, we can build bottom up and we can also take a top-down approach. The write-back planning solution also contains commentary functionality, with the possibility of annotating every available data intersection.

The semantic data model brings together data from the aforementioned areas, projects and operating expenses, and fact data from other areas. For example, Collectiv integrated our CRM data so that we are able to analyze it for financial planning purposes.

The reporting and governance opportunity from this project is robust and only limited by the imagination of the developer. Review collected by and hosted on G2.com.

What do you like best?

Collectiv has harnessed the Microsoft data platform to create a highly flexible financial planning solution. In my experience with other products, there have been limitations that include an inflexible data architecture structure (i.e. we have to fit our data to the product), high price tag, and proprietary reporting mechanisms with limitations for distribution. Collectiv took the time to understand our business, which was evident throughout the implementation. Review collected by and hosted on G2.com.

What do you dislike?

Overall our experience with Collectiv has been very positive. The devil is often in the details, so there were some aspects of the implementation that could have potentially been better, but I don't think these were out of the ordinary for any implementation. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

I personally believe in the power of the Microsoft data platform for ETL/data storage, analysis, and reporting. Collectiv comprehensively brought these elements together with some of the best in the business. Get ready to work with a group that's just as much invested in your success as you are. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We created a global financial planning and analysis mechanism, which didn't exist prior to the implementation with Acterys. We have been operating on an outdated planning system for years. That system had parsed data for specific purposes and was therefore NOT a global, enterprise-wide system. For example, some newer business unit didn't have their own data models to plan against and remained on Excel worksheets. The fundamental goal behind the project with Collectiv was to create data models where all data from across the entire company could be planned against and that's what they did.

The benefits of this are potentially immeasurable. It should prove to be a huge savings in time manipulating and aggregating Excel spreadsheets, as well as accuracy and timeliness of reporting. Review collected by and hosted on G2.com.

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Collectiv Overview

What is Collectiv?

We are Microsoft data platform and Power BI experts who empower C-Suite executives by radically improving data analytics, planning, and AI processes across the enterprise. With passion and experience, Collectiv delivers world-class measurable outcomes via strategy, consulting, advising, and programs. Empower your enterprise with Collectiv.

Collectiv Details
Website
Languages Supported
English
Product Description

Utilizing our deep expertise with the Microsoft data platform ecosystem, we transform finance, marketing, operations & sales by bringing disparate data together, enabling interactive insights & foresight, thus empowering your C-suite to make informed decisions faster


Seller Details
Seller
Collectiv
Company Website
Year Founded
2016
HQ Location
Chicago, Illinois
LinkedIn® Page
www.linkedin.com
34 employees on LinkedIn®

Overview Provided by:
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Collectiv Reviews

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Senior Financial Systems Developer & Database Architect
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Project: Ensure the team of developers were all on the same wave length in understanding what Power BI and SQL Server Reporting Services could do. Identify best practices, solutions that allowed for dynamic BI ad-hoc reporting, and scaled to the needs of a 2400 person company. Review collected by and hosted on G2.com.

What do you like best?

Ted Stathakis presented the material and information clearly and succinctly so that the team understood how to mesh the needs to the business with the abilities of the two programs. This really allowed the team to stretch their understanding of the product, see how certain functionality and features met the business needs while minimizing development time. Review collected by and hosted on G2.com.

What do you dislike?

There were no dislikes with regard to Ted and Collectiv. Project scope and delivery were as described. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Great company to engage. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Collectiv provided a consistent and structured training platform that ensured the entire team was on the same page for the project development. This training raised the effectiveness of the team and shortened the overall project timeline. Review collected by and hosted on G2.com.

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Data and Software Development Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Collectiv has worked with us on a number of projects. First, we took their Dashboard in a Day class. This really got us kicked off on our PowerBI Journey.

After that, we had an onsite engagement where they queried our staff and discovered our needs to help us align on data strategy. The end result was a fast start document which had best practices recommendations and a roadmap for success.

Our next engagement was to have them help us with some development efforts and further training. They are experts in Financial Reporting and were able to create a Finance Dashboard to suite the needs of our CEO and our Board.

At present time, we continue to work with them on building a Predictive Model for Loan Attrition based on ongoing factors. They continue to be easy to work with and their results are top notch. Review collected by and hosted on G2.com.

What do you like best?

The thing we like best about Collectiv is that they are easy to work with. Review collected by and hosted on G2.com.

What do you dislike?

There isn't anything I dislike about Collectiv. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

I recommend jumping right in. They have staff available to help out immediately and take minimal effort to get started understanding your data needs. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We have solved Financial Reporting and are currently building a Predictive Model. We are getting much faster speed to market and a higher quality of product. Review collected by and hosted on G2.com.

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Director of IT
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

They helped us build a BI Interface that gave multiple departments the ability to look at what they needed all using the same data. We've struggled with reporting out of our ERP with different department heads getting different results and numbers because they were using different reports or reporting measures. Collectiv is very knowledgeable in what they do and understand the finance side as well, it isn't often a tech savvy team also understands the financial needs as well. I look forward to a long partnership with them! Review collected by and hosted on G2.com.

What do you like best?

Patience and knowledge, but also industry best practices and standards is very helpful to a small organization like ours Review collected by and hosted on G2.com.

What do you dislike?

Nothing yet, we are early into this journey Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Single source of truth and bringing in data from multiple sources. Has saved immense time on Excel manual work Review collected by and hosted on G2.com.

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Operations and IT Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Collectiv helped our business collect and organize all of our data sources into one easy-to-navigate platform. With that, we were able to view real-time data in custom reports we needed! Greatly helped us with our decision making moving forward. Review collected by and hosted on G2.com.

What do you like best?

Their expertise allows you to create super custom reporting that is specifically important to you and your business. Review collected by and hosted on G2.com.

What do you dislike?

I believe their services are becoming more and more sought after so they definitely are going through growing pains of making sure all their current customers are supported while also attaining new customers. A good problem to have though! Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Contact them! They are very personable and easy to work with. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We are solving the problem of making good decisions with the information available to us. Its tough to make decisions when all the important information is located in different Excel sheets and applications. They have enabled us to collect all those different data sources and compile them into 1 easy-to-navigate dashboard. Review collected by and hosted on G2.com.

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EF
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Strong recommendation for any team looking for help with reporting tools and data insight - the team was able to quickly and effectively pull valuable data from our systems and help us organize the information in a way that enabled rapid decision making and meaningful business shifts on the fly. In addition to the valuable insights the services were far more cost effective than other consulting firms. Excellent team to have in your back pocket. Review collected by and hosted on G2.com.

What do you like best?

The team! Hands on personal consulting - we didn’t feel like “just another client” Review collected by and hosted on G2.com.

What do you dislike?

No complaints at all - would use again in a heartbeat Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Financial reporting issues - first and foremost. The team helped us get true clarity. Review collected by and hosted on G2.com.

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Fuel Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Set up our Power BI reports and also maintains our Office 365 accounts Review collected by and hosted on G2.com.

What do you like best?

The service is fantastic. Anytime I have a question they are great to answer it Review collected by and hosted on G2.com.

What do you dislike?

I can't think of any points I would make to describe the downside of using collectiv Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

None Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We are analyzing sales trends to determine operational best practices Review collected by and hosted on G2.com.

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PI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

They assisted our firm with Power BI reporting needs. They truly helped with an organized approach to the project and provided great examples from previous projects. Review collected by and hosted on G2.com.

What do you like best?

3 key things:

1. The consultants experience

2. What was promised, was delivered

3. We stayed on budget for our Power BI project. Review collected by and hosted on G2.com.

What do you dislike?

We did not have any issues during our project. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

If you are looking for a strong consulting group that focuses on Power BI solutions, Collectiv should be considered for their expertise and reliability. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We were struggling with our Financial reporting across the company. Collectiv helped lay out a plan that helped us to build the right reporting solution for our company. Review collected by and hosted on G2.com.

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Vice President of Operations
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

I've worked on several Power BI projects with Greg. Review collected by and hosted on G2.com.

What do you like best?

Greg's personality and style was just a match for our company culture immediately. He is easy going, bright and has a great service mindset that allowed us to work well to deliver what our clients needed. Review collected by and hosted on G2.com.

What do you dislike?

I can't think of anything I didn't like about working with Greg. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Collective helped us develop Power BI reporting for our clients. Review collected by and hosted on G2.com.

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PF
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Collectiv helped build interactive PowerBI dashboards, leveraging machine learning for predictive analytics. Review collected by and hosted on G2.com.

What do you like best?

Collectiv is extremely proactive about meeting client needs, helping to understand the technology, and looking for win-win solutions. They are solutions-focused and very helpful. Review collected by and hosted on G2.com.

What do you dislike?

They are most able to help with the Microsoft ecosystem and not so much with others. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Implementing PowerBI and data science for business purposes. Collectiv has helped in leveraging technology to create data infrastructure, to provide insights, and to empower management with key analytics. Review collected by and hosted on G2.com.

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Embedded Software Sr Engineer
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Learn how to use PowerBI. Review collected by and hosted on G2.com.

What do you like best?

The ease of working with them. Communication was superb! Review collected by and hosted on G2.com.

What do you dislike?

That they are not part of my team. They are very driven! Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

How to analyze data more efficiently and effectively using PowerBI and the tools Collective provides. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Analyzing daily, weekly, monthly, quarterly, and annual trends and statistics. Review collected by and hosted on G2.com.

What do you like best?

Cloud Based. Flexible architecture. Great to work with. Review collected by and hosted on G2.com.

What do you dislike?

There isn't anything we dislike about this solution. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Rapid Insight into our business. Review collected by and hosted on G2.com.

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PM
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

The guys at Collectiv helped us develop a reporting system using Microsoft BI. Review collected by and hosted on G2.com.

What do you like best?

They were very good to work with. They took the time to understand what we needed, developed the project scope to match our requirements, communicated often, and executed efficiently. Review collected by and hosted on G2.com.

What do you dislike?

Collectiv was on-point with about every aspect of the project. Really no complaints. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

They are great to work with. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

The software has allowed us generate reports with ease and, more importantly, with about 90% less time than it had taken previously. Review collected by and hosted on G2.com.

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PC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Collectiv helped advance our major technology initiatives through developing transformative PowerBI apps. This has allowed us to view our data in ways we couldn’t before. Review collected by and hosted on G2.com.

What do you like best?

Collectiv has always been very accessible and responsive. Review collected by and hosted on G2.com.

What do you dislike?

I have not run into any notable dislikes so far. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

I would recommend working with Collectiv. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Our company is able to widely view and compare data sets in a much more direct way. Review collected by and hosted on G2.com.

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GC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Collectiv was extremely helpful with tailoring their product to fit our needs. Their guidance was very beneficial as it allowed us to identify some operational aspects that we had yet to take advantage. Review collected by and hosted on G2.com.

What do you like best?

You could tell that their team was very knowledgeable and experienced when working with small and large clients. Review collected by and hosted on G2.com.

What do you dislike?

They were nothing but helpful. I wouldn't have changed anything about our experience with Collectiv. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

. Review collected by and hosted on G2.com.

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EH
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

data collection, storage and display Review collected by and hosted on G2.com.

What do you like best?

Ted has a great work ethic and brings great solutions to the table Review collected by and hosted on G2.com.

What do you dislike?

i really do not have anything of note to say poorly about them Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Hear them out Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Single data repository, speed of service Review collected by and hosted on G2.com.

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