WhiteLake Group
  • Home
  • Blog
  • About
  • Contact
  • Home
  • Blog
  • About
  • Contact
Search

Playing Around With Roambi

5/27/2015

0 Comments

 
Picture
Tools by Tech Start-ups Review - Roambi – Business Data Visualisation
There are host of new management tools for businesses of all sizes currently coming on-stream.  Tools linked to CRM, ERP, Project Management, Team communication which were once only used by large companies being offered to them by even larger companies such as SAP and Oracle are now available to SME via the cloud. One of the areas a lot of new tools are available is around Data Visualisation. We are fans of “Dashboards” for managing businesses and hence are now trialling several of these tools to see which is genuinely useful.

Roambi http://roambi.com/

What does it do?

Business data visualisation – especially used for sales over multiple products over multiple months  - budgets versus actuals, product categories, visualisation etc. At its core, it takes excel data you have collated and with guidance, creates charts. It is smart enough not to need to know what the columns ACTUALLY mean but guides you through a process so that you give it enough information to create comparisons between budgets and actual data, averages, best monthly sales etc. The beauty of this product is that it displays well on mobile and tablets having being designed from the bottom up for these smaller displays. In a rush for sales meeting and have nothing prepared? Perfect for these purposes.

Cost per user?
$10 per user per month for the basic plan. Cheaper plans for more users.

Ease of use? Plus across devices?
You have to dedicate some time to making sure you have the correct excel data in the first place – this is the real work. This tool will NOT DO DATA ORIGINATION or tell you what you need to look at. It is dumb until you instruct it. However the guidance as you step through the uploaded file is fairly good and leads to a good result. The charts are clean and well spaced and you have multiples choices from bar to line to pie to….

Bottom Line – whatever…:
This tool essentially replaces an analyst who can use pivot tables and do basic excel charting and link the charts to a nice document with headlines. For $10 per month – this is not expensive. The thing is – if you have your excel file set up properly in the first place with output charts– then it will more or less update itself as time goes on and you add more data and update the charts.
SO – if there is no one in your office who can use an excel charting tool or pivot tables – this is perfect. If you have some staff who have basic excel - then use them. Most of the trouble is in collecting the right data in the first place and knowing what you should be looking at.

Score: 6/10 - docking marks because it essentially just automates chart making, which excel has pretty much automated already.

By John Rowland, Managing Partner


0 Comments



Leave a Reply.

    CONTRIBUTORS


    JOHN ROWLAND, Managing Partner, Whitelake Group

    SIERRA CHOI,
    Adviser, Whitelake Group


    ASHOK PAREKH,
    Director of Investment Services,

    Whitelake Group


    Archives

    June 2022
    March 2022
    December 2021
    October 2021
    September 2021
    May 2021
    April 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    April 2020
    March 2020
    December 2019
    November 2019
    October 2019
    September 2019
    August 2019
    July 2019
    May 2019
    April 2019
    March 2019
    February 2019
    December 2018
    November 2018
    October 2018
    September 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    February 2018
    January 2018
    December 2017
    November 2017
    October 2017
    September 2017
    August 2017
    July 2017
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017
    December 2016
    November 2016
    October 2016
    September 2016
    August 2016
    July 2016
    June 2016
    May 2016
    April 2016
    March 2016
    February 2016
    January 2016
    December 2015
    November 2015
    October 2015
    September 2015
    August 2015
    July 2015
    June 2015
    May 2015
    April 2015

    Categories

    All

    RSS Feed

Proudly powered by Weebly
  • Home
  • Blog
  • About
  • Contact