TechValidate Research on insightsoftware

These pages present data that TechValidate has sourced via direct research with verified customers and users of insightsoftware. TechValidate stands behind the authenticity of all published data. Learn more »

2,833 Customers Surveyed

22,664 Data Points Collected

444 Published TechFacts

108 Published Charts

215 Published Case Studies

Selected Research Highlights

InsightSoftware Customer Statistic

Education Industry

23% of surveyed customers automate funds/grants/awards reports in addition to financials/GL in Spreadsheet Server.


insightsoftware Case Study



This case study of PHE is based on a September 2016 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Reduced the cost of clerical staff to create and complete data entry on spreadsheets.”


The business challenges that led the profiled company to evaluate and ultimately select insightsoftware’s Spreadsheet Server:

  • Rekeying data from the ERP system into spreadsheets
  • Lacking access to real-time information
  • Creating reports in a timely manner

Use Case

  • Evaluated the following reporting tools before choosing Spreadsheet Server:
    • A reporting tool packaged with ERP
    • FRx & Essbase
  • Selected Spreadsheet Server over the competition because of the following:
    • Capability to drill down to sub-ledger details


The surveyed company achieved the following results with insightsoftware’s Spreadsheet Server:

  • Faster, streamlined report creation
  • Improved data accuracy
  • Ease of ad hoc reporting
  • Reporting processes streamlined with Spreadsheet Server:
    • Data extraction from an ERP or relational database
    • Automated distribution of reports to management/other departments
    • Auditing and tax schedules
  • Actions or business insights gained using Spreadsheet Server:
    • Identified incorrectly allocated funds and/or duplicate invoices due to reporting errors
    • Validated data

insightsoftware Case Study

Non-Profit Organization in Healthcare


This case study of a non-profit is based on a December 2016 survey of insightsoftware customers by TechValidate, a 3rd-party research service. The profiled organization asked to have their name blinded to protect their confidentiality.

“With Spreadsheet Server you have extremely quick reporting abilities.”

Use Case

Spreadsheet Server helped automate the following industry reports:

  • Patient-level data reports
  • Buildings and/or projects reports
  • Annual audits

Uses JDE in addition to their ERP/General Ledger.


The surveyed organization achieved the following results with insightsoftware’s Spreadsheet Server:

  • Increased employee workload capacity by 75% with Spreadsheet Server.
  • Automated 10-50 reports with Spreadsheet Server.

InsightSoftware Customer Statistic

Property management industry

48% of surveyed customers use Spreadsheet Server to help automate annual / quarterly budget and forecast reports.


InsightSoftware Customer Research

Technology and Telecommunications Industry

Why did you select Spreadsheet Server over others?

Excel-based Interface
Drill down capability to sub-ledger details
Global Software’s employees and support
Flexibility to connect to multiple systems and outside General Ledger
Quick implementation time

InsightSoftware Customer Research

Banking and Finances

Which of the following supplemental reporting tools do you use with Spreadsheet Server?

ERP packaged reporting tool
Other Excel-based tool
Business Intelligence (BI)
Data warehouse solution

More to Explore

About insightsoftware

insightsoftware turns financial and operational data into better business outcomes that drive growth and ROI. Through turnkey reporting and performance management solutions, insightsoftware provides real-time access to data-driven insights in an efficient, cost-effective, and secure manner via integration with 130+ ERP systems and Microsoft Excel.

insightsoftware Website   insightsoftware Website