Compare BI Book vs. Smart Report Maker (SRM)

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

Planview Enterprise One™, which integrates business and technology planning, optimizes all resources, and delivers breakthrough products, services and customer experiences, enables strategic execution to be accelerated. Manage and deliver across all types and technology of work and application portfolios. Transform business requirements into standards that meet strategic objectives. This will reduce cost and mitigate risk. A complete approach to all types of work, including agile, iterative, traditional, and collaborative. Keep teams productive by balancing work and resources. Maximize your use of resources. A scalable user experience ensures that everyone is focused on the right priorities in order to achieve the desired outcomes. Ensure on-time, on-budget project delivery. Projects and people can stay on track with milestones and schedules. Dashboards provide performance insight.

Bridgit is the leading AI workforce planning software built exclusively for construction. Trusted by over 40% of the ENR 400, Bridgit gives general contractors and specialty contractors a single source of truth to align business development and operations, forecast labor demand, and build high-performing project teams with confidence. Construction workforce planning is too complex for spreadsheets and disconnected tools. Bridgit replaces scattered emails, whiteboards, and siloed systems with one clear, real-time view of your people, projects, and pipeline — so operations leaders can plan ahead, staff smarter, and protect margins. Bridgit AI delivers intelligent staffing recommendations, experience-based matching, and 5-year scenario forecasting powered by your own data. Track skills, certifications, project history, and utilization across your entire workforce — from long-term project admins to craft workers in the field. Bridgit connects seamlessly with the tools contractors already use, including Procore, Autodesk Construction Cloud, Salesforce, BambooHR, Unanet, and more — eliminating double data entry and keeping every team aligned. Recently expanded to serve specialty contractors with purpose-built Labor Forecasting and Crew Management capabilities, Bridgit is now the definitive workforce planning platform for the full construction workforce.

Onro is a courier management system designed for companies that operate and manage delivery services. For most courier companies evaluating software, the key question is whether it can manage the full delivery lifecycle. Onro supports this by covering order intake, dispatching, driver assignment, route execution, real-time tracking, and proof of delivery. Orders can be created manually, through APIs, or via integrations with external systems. Onro provides real-time status updates across deliveries, drivers, and warehouses that allow teams to monitor what is happening in the field and respond to exceptions during execution. Courier companies need structured dispatching. Onro supports both manual and rule-based assignment. Drivers receive tasks through mobile applications and update delivery statuses as they complete each step. Warehouse and hub management is another core requirement for many logistics businesses. Onro includes multi-warehouse support where shipments can move between locations using defined statuses such as arrival, readiness for transfer, in transit, and destination confirmation. Barcode scanning is used in warehouse environments to process high volumes of parcels with reduced manual input. The platform provides notification workflows and tracking visibility so customers can follow delivery progress and receive updates throughout the process. Onro is designed to support both small courier operations and larger enterprise logistics businesses that operate across multiple locations and delivery models. Different teams such as dispatchers, drivers, warehouse staff, and administrators operate within the same system. AI features are included to support repetitive operational tasks and reduce manual coordination across delivery workflows.

Blue Sky's "Portfolio Manager" Lease Management Software is an easy to learn and use SaaS solution for centralized management of lease contracts. By managing your lease contracts and associated maintenance contracts throughout the entire lifecycle you can strengthen the audit process, reduce costs, increase cash flows and mitigate risk with centralized visibility that drives enterprise value. Portfolio Manager provides complete status management for running leasing RFP's, tracking status, notes, documents and next steps for every open project. Flat file data imports allow for efficient data entry. Fully customizable with robust reporting capabilities. The report writer allows every data field to be exported to excel. Pre-built templates are available to feed most ASC842 lease accounting software templates. End of lease term management is automated with custom parameters and automatic notifications to ensure you never miss an end of lease term notification. Custom Programming available.

Kitecyber: Data & Gen AI Security, Built on the Endpoint Your most sensitive data leaves through browsers, Gen AI prompts, SaaS uploads, and clipboards — faster than any network tool can catch it. Kitecyber stops that at the source, with a single lightweight agent that runs directly on the endpoint and acts the instant data is touched, not after it's already gone. Because it lives on the device, Kitecyber has full context — device, OS, process, data, user, and network activity together, in real time. That's the vantage point network- and cloud-only tools simply don't have. Data security that keeps up with your data. Kitecyber classifies sensitive information with LLM-powered, context-aware intelligence across 80+ categories — PII, PHI, PCI, source code, IP — at over 90% accuracy, not brittle keyword matching. It tracks data lineage through screenshots, encoding, and file conversion that defeat traditional scanners, and blocks policy violations inline, before data ever leaves the endpoint. Gen AI security for the age of AI agents. Kitecyber tracks sensitive data pasted or uploaded into tools like ChatGPT, Claude, and Gemini and stops it in real time. It discovers shadow AI reaching your devices and extends visibility to the AI agents now acting on your users' behalf — the blind spot identity- and network-based tools were never built to see. Trusted and proven. Kitecyber secures fast-growing fintech, BFSI, and SMB organizations in highly regulated environments, partnering with GRC leaders like Scrut Automation to unify security and compliance. It's SOC 2 Type II compliant, deploys in about a day, and delivers enterprise-grade protection without enterprise complexity. See what full-context data and Gen AI security looks like. Learn more at kitecyber.com.

Yoffix is a versatile and secure hybrid workplace management platform tailored for organizations operating within the Microsoft 365 ecosystem. Specifically designed to integrate seamlessly with Microsoft Teams and Outlook, Yoffix empowers companies to oversee all aspects of their workplaces, from managing desk and room bookings to enforcing hybrid policies, handling visitors, and ensuring resource compliance. Beyond merely functioning as booking software, Yoffix fosters genuine collaboration among teams, enabling them to coordinate office attendance, minimize no-shows and double bookings, and enhance onsite teamwork, ultimately transforming the office into a hub of productivity. For IT, HR, and workplace management teams, Yoffix provides comprehensive control through customizable roles, permission-based governance, and sophisticated analytics on space utilization, attendance patterns, and team presence. The platform features single sign-on capabilities via Entra ID, two-way calendar synchronization, and extensive integrations with Microsoft to support swift onboarding without the need for additional tools. Moreover, Yoffix is fully compliant with GDPR regulations, ISO 27001 certified, and offers a flexible modular pricing structure, making it an ideal choice for organizations looking to optimize their hybrid work environments. Additionally, its user-friendly interface ensures that employees can easily navigate the system, enhancing overall workplace satisfaction and efficiency.

Propel is a modern, AI-powered cloud platform built for how manufacturers work today. It unifies Product Lifecycle Management (PLM), Quality Management System (QMS), and Product Information Management (PIM) into one intelligent system, giving teams a connected, always-accurate view of their products. With AI embedded across the platform through Propel One, manufacturers can automate routine work, surface insights faster, and make better decisions with confidence. AI continuously learns from product data to proactively flag risks, highlight trends, and guide next best actions across teams. Instead of relying on spreadsheets, siloed tools, and manual handoffs, teams manage product data, changes, and quality processes in a single governed environment with full traceability. Propel creates a true digital product record that spans design, development, manufacturing, commercialization, and continuous improvement. Built-in workflows standardize change management, streamline quality events, and support compliance without slowing teams down. Trusted by medical device, high tech, and industrial manufacturers, Propel helps organizations reduce errors, shorten cycle times, and improve collaboration across engineering, quality, operations, supply chain, and product teams. The result is faster launches, higher product quality, and a more resilient foundation for growth as products and processes become more complex. Propel has been recognized by Deloitte as a fast-growing technology company and named to the Inc. 5000 list of fastest-growing private companies, reflecting strong customer adoption and momentum helping manufacturers modernize how they build, manage, and deliver products. Designed to scale with growing products, teams, and regulatory demands.

Martus Solutions delivers a powerful budgeting, reporting, and forecasting platform tailored for nonprofits and small to mid-sized businesses (SMBs). Eliminate the hassle of spreadsheets and simplify your financial processes with Martus. Our intuitive tools offer collaborative budgeting and comprehensive personnel planning, enabling your organization to make data-driven decisions with confidence. Martus empowers teams to work smarter, with real-time data access, customizable reporting, and automated workflows designed to streamline your budgeting and forecasting efforts. Gain critical insights into your organization’s financial health, allowing for strategic growth and mission alignment. With rapid implementation, seamless ERP integration, and an approachable user interface, Martus delivers both efficiency and value. Hundreds of organizations have already discovered how Martus transforms financial management—bringing transparency, accountability, and accuracy to your financial operations, all at an affordable cost.

Planview AdaptiveWork, previously known as Clarizen, empowers PMOs and professional services teams of various sizes to achieve instant visibility across their operations, streamline workflows, proactively address potential risks, and enhance overall business outcomes. By aligning with the company’s strategic objectives, organizations can maximize workforce effectiveness, ensuring that teams concentrate on delivering the most critical tasks timely. It facilitates the tracking, management, and prioritization of work requests, guaranteeing that each request automatically encompasses all necessary information for execution. With bi-directional integration with your CRM and custom triggers in place, opportunity details can be effortlessly captured to aid in planning client projects. The platform automates and governs the various phases of the request lifecycle, including submission, scoring, prioritization, routing, and approval, thereby streamlining the pathway for converting requests into actionable projects, tasks, or work items. This comprehensive approach not only boosts efficiency but also fosters a culture of accountability and transparency within the organization.