Collectiv Reviews & Provider Details

Collectiv helped us automate our reporting functionality and gave it a level of interactivity that deepens our analytical capabilities. Review collected by and hosted on G2.com.

Collectiv's efficiency is what I liked best. Review collected by and hosted on G2.com.

Requirements. Delivery. Budgeting and Planning in PowerBI Review collected by and hosted on G2.com.

Range of experts that are available and on hand Review collected by and hosted on G2.com.

Data warehouse datasets Review collected by and hosted on G2.com.

Informative discussion and knowledge of Power BI Review collected by and hosted on G2.com.

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.

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.

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.

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.

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 suit 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.

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

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.

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.

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.

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.

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.

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

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

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