Any recommendations on Business Intelligence tools post-acquisition?

November 19, 2024

by a professional from University of Southern California - Marshall School of Business in Irvine, CA, USA

Hey everyone,

I’m curious—what Business Intelligence tools have you found useful for managing and growing your business?

I’d love to hear:

What tool(s) are you using?
Was it easy to get set up and integrate into your business?
How’s the usability—easy for you and your team?
Is it affordable for an SMB budget?
Would you recommend it to someone in a similar position?
And most importantly, are there any features you wish it had that it doesn’t?

Looking forward to your thoughts!

Cheers!

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Reply by a searcher
from University of Michigan in Bay City, MI, USA

The key for making any BI platform work is having good data in the first place. Having the best analytics software doesn't matter at all if there aren't well-kept financials, CRM data, fulfillment information, etc. Most small businesses don't even have that in place, so that's step zero / pre-work.

My stack is the Zoho One suite. Not the "standard" by any stretch, but it's a great value and is intrinsically tied together. We use Books, Inventory, Desk, People, Flow, and Creator as our core apps, starting to use CRM a bit more (we're e-com mostly, so CRM has not historically been important for us). From the BI standpoint, Zoho Analytics has access to the core database tables for all of the associated software (CRM, Books, etc.).

Zoho isn't perfect, but it's an unbelievable deal from a software cost standpoint. If you're the type who would rather spend a bit on custom coding / implementation up-front to save big on ongoing SaaS costs, Zoho might be a good option.

Good luck with your journey!

Reply by an admin
from Massachusetts Institute of Technology in Portland, OR, USA

^redacted‌ might be in the best position to help with this one. Thanks in advance for helping when you can! :-)

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