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DF

Diane F.

Small-Business (50 or fewer emp.)

2/17/2023

"The class was quite engaging and hands-on."

5/5

What do you like best about Collectiv?

I like the detail and problem-solving that is conducted during the training. Review collected by and hosted on G2.com.

What do you dislike about Collectiv?

I would have preferred a 2-day class or 2 and 1/2 day class (if necessary) with a one hour lunch and 2 breaks per day. Review collected by and hosted on G2.com.

Response from Simmi Girn of Collectiv

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Thank you for your feedback, Diane! We appreciate you taking the time to share your thoughts and helping us improve.

BF

Brad F.

Enterprise (> 1000 emp.)

2/16/2023

"Great Instructor!"

5/5

What do you like best about Collectiv?

The instructor was very knowledgable about the subject. Review collected by and hosted on G2.com.

What do you dislike about Collectiv?

There wasn't anything that I "disliked" about the training Review collected by and hosted on G2.com.

Response from Simmi Girn of Collectiv

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Brad, thank you so much for taking the time to review us! We love hearing that you're happy with our training and instructor!

KZ

Kristin Z.

Demand Center Director

Mid-Market (51-1000 emp.)

3/15/2022

"Great partners!"

4.5/5

Describe the project or task Collectiv helped with:

We worked with Collectiv to build marketing dashboards in Power BI in order to make our data and performance more transparent. Review collected by and hosted on G2.com.

What do you like best about Collectiv?

Collectiv has worked with us to create dashboards in an efficient way, rather than spinning our wheels on constant iterations. They've helped us understand how to adhere to best practices and drive user adoption. Review collected by and hosted on G2.com.

What do you dislike about Collectiv?

It would be great if the team worked here at ZS and understood our data for each channel immediately at kick-off. However, they get up to speed quickly and help us make the most with our data and display it in an easy to use fashion. Review collected by and hosted on G2.com.

What problems is Collectiv solving and how is that benefiting you?

With Collectiv, we've been able to get our reports out into the market faster. We've also been able to drive user adoption and scale up much more quickly than we would have without outside experts. Our internal IT team and marketing have all really learned from this experience and working with Collectiv. Review collected by and hosted on G2.com.

Response from Greg Gillespie of Collectiv

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Kristin, thank you for this thoughtful review. We're happy to see how far ZS has come with efficiency and adoption. Our team is excited to see even more great results happen as we continue our partnership together.

DR

David R.

IT manager

Small-Business (50 or fewer emp.)

3/14/2022

"Excellent customer service. Excellent programmers."

5/5

Describe the project or task Collectiv helped with:

COLLECTIV helped us migrate from a complex Access program over to Power BI. Our sales staff is very happy with the results. Review collected by and hosted on G2.com.

What do you like best about Collectiv?

Very detail oriented. Quick to assist. Professional. Polite. And smart! Review collected by and hosted on G2.com.

What do you dislike about Collectiv?

As long as they understand your needs and you explain what you want, in detail, I have no complaints. Review collected by and hosted on G2.com.

What problems is Collectiv solving and how is that benefiting you?

I am only the technical liason to get the projectbstartwd, managed, and completed, and it has been completed, the end users are happy, and we are lining up more work for COLLECTIV! Review collected by and hosted on G2.com.

Response from Greg Gillespie of Collectiv

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David, we appreciate this wonderful review. Happy to hear that everything went so well with your Power BI migration and that your sales team got the results they needed. The Collectiv team is excited to make more great things happen together!

MS

Mark S.

P

Small-Business (50 or fewer emp.)

3/14/2022

"Great partner"

5/5

Describe the project or task Collectiv helped with:

We worked with Collectiv staff on a project developing an advanced, near real-time PowerBI Sales and Inventory Reporting Dashboard as part of a larger PowerPlatform Sales Enablement project. Greg's team really delivered on their part of the work. Review collected by and hosted on G2.com.

What do you like best about Collectiv?

Great and talented people. Flexible and fair delivery and and pricing. Review collected by and hosted on G2.com.

Response from Greg Gillespie of Collectiv

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Mark, we appreciate this great review! Thank you for being a valued customer. Our team is here to help any time you need support with Power BI and Power Platform.

JF

Jamie f.

IT BA

Mid-Market (51-1000 emp.)

3/14/2022

"IT BA"

3.5/5

Describe the project or task Collectiv helped with:

Helped us with creating Dashboards in Power BI for Upper Mangement. Review collected by and hosted on G2.com.

What do you like best about Collectiv?

They helped us learn the system not just do the enhancement we requested. Review collected by and hosted on G2.com.

Response from Greg Gillespie of Collectiv

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Jamie, thanks for leaving your feedback. Glad we were able to help your team understand new opportunities with Power BI.

AJ

Alec J.

CEO

Small-Business (50 or fewer emp.)

5/25/2021

"PowerBI/Data Crisis Resolution"

5/5

Describe the project or task Collectiv helped with:

My company is contracted with our state government to build a data and collaboration portal for clinics participating in a public health grant that our state was awarded by the CDC. We had over a year's worth of powerbi workspaces and reports that were deleted and couldn't be recovered. We contracted with Collectiv to resolve this crisis and we could not be more satisfied with their work and professionalism. Not only are they resolving our crisis, but the knowledge and experience they have has brought us to contract with them for other projects. The world of consultants can be overwhelming, and it is refreshing to do such incredible work with this company. Review collected by and hosted on G2.com.

What do you like best about Collectiv?

Collectiv doesn't waste time. They start and execute the work with no delay and ensure that everyone has a clear understanding of what needs to be done. Review collected by and hosted on G2.com.

What do you dislike about Collectiv?

They are expensive... but worth it. You get what you pay for, and in the world of data, perfection is priceless. Review collected by and hosted on G2.com.

Recommendations to others considering Collectiv:

These guys are experts and won't waste your time. Hire them. Review collected by and hosted on G2.com.

What problems is Collectiv solving and how is that benefiting you?

Collectiv is helping save my company's reputation by solving problems on a project that is beyond our scope of knowledge. Review collected by and hosted on G2.com.

Response from Greg Gillespie of Collectiv

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Alec, thank you so much for taking the time to review us! We love hearing that you're happy with the work that we've done. A top goal of ours is to address any and all of your goals that may arise, so it's always a pleasure to know we are doing just that!

JS

Jonnie S.

Enterprise Project Management Office and Business Intelligence

Mid-Market (51-1000 emp.)

6/7/2021

"Flexible and Deep Technical Knowledge"

5/5

Describe the project or task Collectiv helped with:

Implement new Financial and Inventory Planning tools and Processes Review collected by and hosted on G2.com.

What do you like best about Collectiv?

Deep technical knowledge and flexibility Review collected by and hosted on G2.com.

What do you dislike about Collectiv?

Delays at specific stages and individuals Review collected by and hosted on G2.com.

Recommendations to others considering Collectiv:

Consider the full range of time and cost estimates between low to high Review collected by and hosted on G2.com.

What problems is Collectiv solving and how is that benefiting you?

Integrated Financial and Inventory Planning tools and processes Review collected by and hosted on G2.com.

Response from Greg Gillespie of Collectiv

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Jonnie, thank you for reviewing us! We appreciate you taking the time to do so and your feedback helps us identify areas where we can adjust. I'm glad you had a good experience with our experts who are well-versed in their areas of expertise.

CM

Chris M.

President

Small-Business (50 or fewer emp.)

6/8/2021

"Flow Automation"

4.5/5

Describe the project or task Collectiv helped with:

Worked on getting us set up for using Flow/PowerAutomate to for emailing and texting sales and staff reminders. Review collected by and hosted on G2.com.

What do you like best about Collectiv?

The end result. I liked the fact that we could actually implement something across various product needs and scope objectives. Review collected by and hosted on G2.com.

What do you dislike about Collectiv?

I would have liked more hands-on assistance. We had a struggle and received suggestions that never resolved the problem, finally, rewriting the USP to handle the date/time values differently was the only way to resolve the problem. Review collected by and hosted on G2.com.

Recommendations to others considering Collectiv:

Make sure you scope out your desires first. I found that even though we stated we do nothing with Sharepoint they kept coming back to Sharepoint as examples. When I said we do everything with Azure SQL I expected them to be ready with Azure SQL demonstrations. Review collected by and hosted on G2.com.

What problems is Collectiv solving and how is that benefiting you?

Replacing tedious human tasks with automated tasks. Review collected by and hosted on G2.com.

Response from Greg Gillespie of Collectiv

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Chris, thank you for taking the time to review us! We appreciate it so much and are happy that we could automate and implement processes to better run your organization. And, equally, thank you for pointing out areas where we can improve.

CC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

5/25/2021

"World Class Power BI Experts for FP&A"

5/5

Describe the project or task Collectiv helped with:

Collectiv worked on a number of budgeting and forecasting projects for my finance clients Review collected by and hosted on G2.com.

What do you like best about Collectiv?

They have deep expertise with Power BI / Microsoft and also their people have experience working in various FP&A/Finance roles, which is very hard to find with other consulting companies. Review collected by and hosted on G2.com.

What do you dislike about Collectiv?

There is nothing I have found I dislike in my 2 years dealing with them Review collected by and hosted on G2.com.

Recommendations to others considering Collectiv:

They one of only a handful of world-class expert firms in the Power BI arena.

If you want it done right and also supported well, they are the choice for you! Review collected by and hosted on G2.com.

What problems is Collectiv solving and how is that benefiting you?

Creating, collaborating, and iterating our forecasting and planning cycles. Increasing accuracy and timeliness of both financial and operational reporting. Reducing the unnecessary workload on key members of management to produce reporting vs analyzing insights Review collected by and hosted on G2.com.

Response from Greg Gillespie of Collectiv

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Thank you for taking the time to review us! We appreciate it so much and are so pleased that you have enjoyed your time working with us over these past two years. We take pride in our Collectiv finance thought leaders, it's awesome that you have found them especially helpful!