TechValidate Research on Global Software, Inc.

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

939 Customers Surveyed

6,909 Data Points Collected

364 Published TechFacts

96 Published Charts

168 Published Case Studies

Selected Research Highlights

Global Software, Inc. Customer Testimonial

Atlas allows multiple formats of income statements to be generated and dispensed to managers for review & alignment for forecasting & budgeting.

Ron Waggener, Controller, Lantm

Global Software, Inc. Case Study

Bayou Steel Corporation


This case study of Bayou Steel Corporation is based on an August 2017 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

“I get fewer calls from the sales department reporting issues. Once Spreadsheet Server was installed, it’s been a breeze.”


Spreadsheet Server addressed the following reporting challenges:

  • Accessing applicable data
  • Rekeying data form the ERP system into spreadsheets
  • Manual, multi-step reporting processes

Use Case

Purchased Spreadsheet Server over:

  • BI solutions
  • Excel4apps
  • Other Excel-based reporting software

Uses Spreadsheet Server QueryDesigner for the following additional reporting:

  • Procurement
  • Sales
  • Inventory
  • Payables / receivables
  • Cost management

Uses the following supplemental reporting tool with Spreadsheet Server:

  • Business Intelligence (BI)


The surveyed company achieved the following results with Global Software, Inc.:

  • IT support freed up 50%+ since using Spreadsheet Server to create reports.
  • Freed up 60%+ of their reporting process timing after using Spreadsheet Server.

Global Software, Inc. Customer Fact

Methven China used Atlas for reporting in reports for top management, sales / marketing, job costing, and customer service.

Global Software, Inc. Case Study

Anderson Development


This case study of Anderson Development is based on a September 2016 survey of Global Software customers by TechValidate, a 3rd-party research service.

“We were paying $150 an hour for consultants to create reports for us. With Spreadsheet Server, we can now create our own and have much more analytical reports than we had before.”


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

  • Rekeying data from the ERP system into spreadsheets
  • Manual, multi-step reporting processes
  • Lacked access to real-time information
  • A heavy reliance on IT to create or edit reports
  • Difficulty creating reports in a timely manner
  • Difficulty combining / consolidating General Ledger (GL) and non-GL data from multiple ERP & relational database sources

Use Case

  • Evaluated the following reporting tools before choosing Spreadsheet Server:
    • A Business Intelligence (BI) solution
    • A reporting tool packaged with ERP
  • Supplemental reporting tool used with Global Software’s Spreadsheet Server:
    • ERP packaged reporting tool
  • Selected Spreadsheet Server over the competition because of the following:
    • Flexibility to connect to multiple systems and outside General Ledger
    • Drill down capability to sub-ledger details
    • Employees and support
    • Excel-based Interface
  • Uses Spreadsheet Server for Financial / General Ledger reporting and the following modules:
    • Manufacturing
    • Sales
    • Inventory
    • Job Costing
    • Procurement


The surveyed company achieved the following results with Global Software, Inc.’s Spreadsheet Server:

  • The removal of disparate static Excel sheets
  • Faster, streamlined report creation
  • Faster access to live data to make strategic decisions
  • Empowered users to create their own reports with less dependence on IT
  • Greater visibility into the overall business strategy
  • Running reports in JD Edwards backed everyone up. Spreadsheet Server Excel reports do NOT hold up other JD Edwards users such as Customer Service, Shipping Receiving, Maintenance
  • Reporting processes streamlined with Spreadsheet Server:
    • Data extraction from ERP or relational databases
    • Automated distribution of reports to management/other departments
    • Month-end close and management/board reporting packages
    • Reporting outside the general ledger, such as inventory, manufacturing, sales, purchasing, projects, etc.
  • Actions or business insights gained using Spreadsheet Server:
    • Directed initiatives based on findings in reports
    • Increased ability to complete tactical and complex analysis
  • Saved 50-100 hours in one year with Spreadsheet Server.

Global Software, Inc. Customer Research

Health Care and Pharmaceutical Industry

What actions or business insights have you gained with Spreadsheet Server?

Increased ability to complete tactical, complex analysis
Centralized reporting practices
Data validation
Directed initiatives based on findings in reports
Identified incorrectly allocated funds and/or duplicate invoices due to reporting errors

Global Software, Inc. Customer Research

Construction and Environmental Services Industry

What reporting processes were streamlined using Spreadsheet Server?

Extracting data from ERP or relational database
Month-end close & Management / Board Reporting Package
Automated distribution of reports to management, other departments
Budgeting / Forecasting processes
Reporting outside the General Ledger, Inventory, Manufacturing, Sales, Purchasing, Projects, etc.
Audit and Tax schedules

More to Explore

About Global Software, Inc.

Global Software, Inc. 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.

  Global Software, Inc. Website