The most frequently asked question by our prospects when evaluating our software is why we are priced “Client based”. For our current partners, many times they say some “data is missing” because they haven’t imported that specific company into BrightGauge.
There are two main reasons we currently ask our partners to choose clients to import.
By breaking up the Data Ingestion by Client, it limits the amount data transferred “over the wire” since we send client at a time.
Since BrightGauge started as a Client Facing Reporting tool back in late 2011 many customers use our tool to create reports for key clients of theirs. Thus only working with those client’s data makes sense for that use case (a legacy use case).
For both prospects and current customers, this process causes confusion and we are working to make this easier. For our ConnectWise partners, this has been an extra source of confusion because we added a filter on which clients were available to import. And that filter was based on what type of Active Agreements clients were associated with. As more people used our dashboard functionality they not only wanted to import “agreement based” clients but prospects, project and break/fix clients as well.
Today we are happy to share that we removed this agreement filter and instead ask that our Connectwise partners filter which clients/companies are available to import based on COMPANY TYPE!!
We’re ultra aware of our customers experience in using BrightGauge and when there is a source of confusion, we attack it. Today was just a stepping stone in making the Data Ingestion model less client focused and more data source focused. The good news is that as part of our BrightGauge 4.0 release, due out later this year, this data importing will be completely overhauled and transparent to our customers.
In the mean time, if you have any questions or concerns related to the client import process, don’t hesitate to reach out to our support team.
