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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 »



2,830 Customers Surveyed

22,643 Data Points Collected

422 Published TechFacts

104 Published Charts

212 Published Case Studies



Selected Research Highlights


InsightSoftware Customer Research

Hospitality, Food, and Beverage Industry

Do you use Spreadsheet Server for reporting beyond Financials / General Ledger? If so, which modules?

I do not use Spreadsheet Server beyond the financials
74%
Inventory
19%
Procurement
15%
Sales
15%
Manufacturing
7%
Job Costing
4%

insightsoftware Customer Satisfaction Rating

Tiffany Smiley, an Accounting Director at Hospice Compassus, would be very likely to recommend Spreadsheet Server for this reason:

This is a great tool to build financial statements and conduct ad-hoc analysis. I use Spreadsheet Server daily at our organization and find it very easy to learn.

insightsoftware Case Study

Community Blood Center Of Kansas City

Introduction

This case study of Community Blood Center of KC is based on a December 2016 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Spreadsheet Server is easy to use and is a very powerful reporting tool.”

Challenges

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

  • A manual, multi-step reporting process
  • A lack of access to real-time information
  • Heavy reliance on IT to create or edit reports
  • A lack of data accuracy and/or validity
  • Having to combine / consolidate / transfer GL and non-GL data from multiple ERP & relational database sources (consolidating hospitals, moving trial balance over to new system when changing ERP systems, etc.)
  • Using different accounts for surveys, benchmarking, surveys on statistics, tax returns and/or cost reports

Required 50% of their IT support / ERP resources prior to implementing Spreadsheet Server.

Use Case

Spreadsheet Server helped automate the following industry reports:

  • Vendor reports
  • Cost reports
  • Annual audits
  • Surveys

Results

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

  • Increased employee workload capacity by 100% with Spreadsheet Server.
  • Automated 10-50 reports with Spreadsheet Server.

insightsoftware Case Study

Legal Shield

Introduction

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

“With the ability to do more in less time, we can now accomplish more with fewer people. Spreadsheet Server also allows us to perform reporting that we could not do, in a timely manner, before the software installation.”

Challenges

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
  • Manual, multi-step reporting processes
  • Creating reports in a timely manner
  • Lack of ability to quickly analyze account activity

Use Case

  • Evaluated the following reporting tools before choosing Spreadsheet Server:
    • None….fell in love with this product as soon as I saw it.
  • Selected Spreadsheet Server over the competition because of the following:
    • Capability to drill down to sub-ledger details
    • Excel-based Interface
    • Pricing
    • Quick implementation time
  • Uses Spreadsheet Server for Financial / General Ledger reporting and the following module:
  • Fixed Asset Subledger

Results

  • Benefits received from Spreadsheet Server:
    • The removal of disparate static Excel sheets
    • Faster, streamlined report creation
    • Improved data accuracy
    • Faster access to live data to make strategic decisions
    • Empowering users to create their own reports with less dependence on IT
    • Greater visibility into the overall business strategy
  • Reporting processes streamlined with Spreadsheet Server:
    • Data extraction from an ERP or relational database
    • Automated distribution of reports to management/other departments
    • Month-end close and management/board reporting packages
    • Auditing and tax schedules
    • Budgeting/forecasting processes
  • Actions or business insights gained using Spreadsheet Server:
    • Centralized reporting practices
    • Validated data
    • Increased their ability to complete tactical and complex analysis
  • Saved over 300 hours in one year with Spreadsheet Server.

InsightSoftware Customer Research

Manufacturing Industry

Do you use Spreadsheet Server for reporting beyond Financials / General Ledger? If so, which modules?

I do not use Spreadsheet Server beyond the financials
70%
Sales
18%
Inventory
15%
Job Costing
8%
Manufacturing
8%
Procurement
8%

InsightSoftware Customer Satisfaction Rating

Alex Balogun, a Financial Controller at LASCO Distributors Limited, would be very likely to recommend InsightSoftware’s Spreadsheet Server for this reason:

InsightSoftware has done an excellent job of automating key month-end activities and reporting and has had no bugs since inception.



More to Explore



About insightsoftware

InsightSoftware is the leading provider of Microsoft Excel-based automation & reporting solutions to enhance the world’s foremost Business Intelligence (BI), Enterprise Resource Planning (ERP) including: SAP®, Oracle®, Microsoft ®, Infor®, Viewpoint® and other operational platforms. Global’s tools enable spreadsheet users to gain live access to ERP data within Excel for secure financial and operational reporting, budgeting, automated report delivery.

insightsoftware Website   insightsoftware Website