TechValidate Research on insightsoftware

218 Case Studies – Page 1 of 8


insightsoftware Case Study

Womble Company

Introduction

This case study of Womble Company is based on a March 2019 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Our insightsoftware solution was up and running quickly enough to provide measurable benefits by the next reporting cycle.”

“We were able to eliminate one FTE position that was focused strictly on customer inventory reports.”

Challenges

The business challenges that led the profiled company to evaluate and ultimately select insightsoftware:

  • Lack of access to real-time information
  • Heavy reliance on IT to create or edit reports
  • Difficulty creating reports in a timely manner

Use Case

The key features and functionalities of insightsoftware that the surveyed company uses:

  • Hubble Reporting
  • Hubble Visual Analytics

Results

The surveyed company achieved the following results with insightsoftware:

  • Saved > 20 reporting hours in one month after implementing their insightsoftware solution.
  • Reports that it took 3 hours or more to install their new insightsoftware solution.
  • Began to see benefits from using their insightsoftware solution in 1-2 weeks.
  • Reports that 20-50% of their organization’s IT support has been freed up now that they have this insightsoftware solution to create reports.
  • Trimmed up to 30% from their previous reporting process after implementing their insightsoftware solution.

insightsoftware Case Study

Equity Industrial Partners Corp

Introduction

This case study of Equity Industrial Partners Corp is based on a February 2017 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Overcoming a very cumbersome report writer embedded within the ERP system has allowed us to write meaningful reports”

Challenges

The business challenges that led the profiled company to evaluate and ultimately select insightsoftware:

  • Struggled with the following reporting tasks before implementing Spreadsheet Server:
    • Accessing applicable data
    • Rekeying data from the ERP system into spreadsheets
    • Manual, multi-step reporting processes
    • Difficulty creating specific property management reports in a timely manner
  • Organization required 25% of their IT support and/or ERP resources.

Use Case

The key features and functionalities of insightsoftware that the surveyed company uses:

  • In addition to Financials/GL, the organization uses Spreadsheet Server for reporting:
    • Commercial management data
    • Tenant analysis data
    • Property management data
    • Construction management data
  • Uses Spreadsheet Server to help automate the following reports:
    • Rent roll reports
    • Lease expiration/renewal reports
    • Job cost analysis reports
  • Uses Yardi for their ERP.

Results

The surveyed company achieved the following results with insightsoftware:

  • Saved >300 reporting hours per year after implementing Spreadsheet Server.
  • Automated 10-50 reports with SpreadSheet Server.

insightsoftware Case Study

Wolverine Trading, Lp

Introduction

This case study of Wolverine Trading, LP is based on a March 2019 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“My insightsoftware solution was up and running quickly enough to provide measurable benefits by the next reporting cycle.”

“We were using BI Publisher and Discoverer (Oracle). Those two products were extremely time-consuming to run, create reports, and to troubleshoot. These have all been eliminated since we implemented Spreadsheet Server. Since we have only one developer, the time savings have allowed her to focus on all other projects.”

“Training helped introduce all of our users to the product, allowing them to create some reports of their own.”

Challenges

The business challenges that led the profiled company to evaluate and ultimately select insightsoftware:

  • Reporting challenges that implementing this solution allowed them to address:
    • Accessing applicable data
    • Manual, multi-step reporting processes
    • Heavy reliance on IT to create or edit reports
    • Difficulty creating reports in a timely manner

Use Case

The key features and functionalities of insightsoftware that the surveyed company uses:

  • Currently using the following insightsoftware solutions:
    • Spreadsheet Server

Results

The surveyed company achieved the following results with insightsoftware:

  • Confirmed that after implementing this insightsoftware solution, approximately 10-20 hours of reporting were saved in one month throughout their organization.
  • It took under 1 hour to install their new insightsoftware solution.
  • Began to see benefits from using their insightsoftware solution within 1 week.
  • Approximately 75% or more of their organization’s IT support has been freed up now that they have insightsoftware to create reports.
  • When asked how much time their insightsoftware solution has enabled them to trim from their previous reporting process, they said 60-90%.

insightsoftware Case Study

Clayton County Water Authority

Introduction

This case study of Clayton County Water Authority is based on a March 2019 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“[I am] able to provide historic data and current data for annual budget board approval. This data was collected and entered manually. All CAFR reports now are in Hubble so you can spend your time analyzing instead of collecting the data.”

Challenges

The business challenges that led the profiled organization to evaluate and ultimately select insightsoftware:

  • Lack of access to real-time information

Use Case

Currently using the following insightsoftware solutions:

  • Hubble Reporting

Results

  • Confirmed that after implementing this insightsoftware solution, approximately more than 20 hours of reporting were saved in one month throughout their organization.
  • It took under 1 hour to install their new insightsoftware solution.
  • Began to see benefits from using their insightsoftware solution in 2-4 weeks.
  • Approximately up to 25% of their organization’s IT support has been freed up now that they have insightsoftware to create reports.
  • When asked how much time their insightsoftware solution has enabled them to trim from their previous reporting process, they said 90% or more.

insightsoftware Case Study

Moore & Associates

Introduction

This case study of Moore & Associates is based on a September 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“[Spreadsheet Server] has saved time on monthly reporting, as well as produced consistent quality reports for presentation packages. In addition, our budget reporting has been streamlined and is much easier to update and produce quality-looking reports.”

Challenges

Spreadsheet Server helped to address the following challenges:

  • Relaying data from the ERP system into spreadsheets
  • Manual, multi-step reporting processes
  • Difficulty creating reports in a timely manner
  • Lack of data accuracy and/or validity

Use Case

  • Realized benefits from using Spreadsheet Server within 2-4 weeks.

Results

  • After implementing Spreadsheet Server, they saved 5 – 10 hours reporting hours per month throughout the organization.
  • Automated 25 – 50 reports since using Spreadsheet Server.
  • Now that they have Spreadsheet Server to create reports, up to 25% of their organization’s IT support is freed up.
  • Spreadsheet Server enabled them to trim more than 60% of time spent with their previous reporting process.

insightsoftware Case Study

High Industries, Inc.

Introduction

This case study of High Industries, Inc. is based on a September 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“[Spreadsheet Server] has reduced hours of completely unproductive time. Additionally, I have been able to build quick and efficient ad-hoc reporting, which is invaluable to our organization. I spend so much less time regurgitating in information from our reporting system and use that time to make more educated decisions about our business.”

Challenges

Spreadsheet Server helped to address the following challenges:

  • Relaying data from the ERP system into spreadsheets
  • Manual, multi-step reporting processes
  • Heavy reliance on IT to create or edit reports
  • Difficulty creating reports in a timely manner
  • Lack of data accuracy and/or validity

Use Case

  • Realized benefits from using Spreadsheet Server within 1 week

Results

  • After implementing Spreadsheet Server, they saved 10 – 20 hours reporting hours per month throughout the organization
  • Automated 10 – 25 reports since using Spreadsheet Server
  • Now that they have Spreadsheet Server to create reports, up to 25% of their organization’s IT support is freed up
  • Spreadsheet Server enabled them to trim more than 30% of time spent with their previous reporting process

insightsoftware Case Study

Midwest Property Management

Introduction

This case study of Midwest Property Management is based on a September 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Spreadsheet Server has allowed both myself and our accounting department to save hours of time on reporting that happens month over month. We answer to several organizational levels and everyone wants their reports in different formats. We’ve been able to provide that with a quick spreadsheet server template that simply gets refreshed every month as the information is updated.”

Challenges

Spreadsheet Server helped to address the following challenges:

  • Accessing applicable data
  • Relaying data from the ERP system into spreadsheets
  • Manual, multi-step reporting processes
  • Difficulty creating reports in a timely manner
  • Lack of data accuracy and/or validity

Use Case

  • Realized benefits from using Spreadsheet Server within 1 week.

Results

  • After implementing Spreadsheet Server, they saved 10 – 20 hours reporting hours per month throughout the organization.
  • Automated 10 – 25 reports since using Spreadsheet Server.
  • Now that they have Spreadsheet Server to create reports, up to 25% of their organization’s IT support is freed up.
  • Spreadsheet Server enabled them to trim at least 60% of time spent with their previous reporting process.

insightsoftware Case Study

The Electric Motor Repair Co.

Introduction

This case study of The Electric Motor Repair Co. is based on an April 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“The tools that I have created in Spreadsheet Server for the two other licensed users have improved their operational efficiency.”

Challenges

Faced the following challenges before implementing Spreadsheet Server:

  • Accessing applicable data
  • The lack of data accuracy and/or validity

Use Case

  • Purchased Spreadsheet Server over the following reporting tools:
    • Qlik
  • Uses Spreadsheet Server QueryDesigner for the following:
    • Project Management
    • Human Resources
    • Sales
    • Payables/Receivables
    • Cost Management

Results

  • Uses the following tools to supplement with Spreadsheet Server:
    • A Business Intelligence tool
  • Has freed up to 25% of IT support using Spreadsheet Server to create reports.
  • Saved 60% of their time using Spreadsheet Server.

insightsoftware Case Study

ELITE Comfort Solutions

Introduction

This case study of ELITE Comfort Solutions is based on a February 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“With Atlas, we were able to build reports in-house that would have cost us thousands of dollars in consulting. Even when our partner told us they could not create the report in D365, we were still able to build it with Atlas. Additionally, we are now able to provide reporting to our finance team direct from D365 in real time instead of having to wade through Power BI to get the information.”

Challenges

Addressed the following reporting challenges after implementing Atlas address for their organization:

  • Accessing applicable data
  • Rekeying data from Dynamics into spreadsheets
  • Manual, multi-step reporting processes
  • A heavy reliance on IT to create or edit reports
  • Creating reports in a timely manner
  • Combining/consolidating GL and non-GL data from core systems and other database sources

Evaluated the following reporting tools before selecting Atlas:

  • A BI solution (Targit, JetReports, Zap, BI365)
  • Management Reporter
  • An Excel Add-in
  • Other Excel-based reporting software

Use Case

  • Has used Atlas as a replacement for Management Reporter.
  • Uses the following supplemental reporting tools with Atlas:
    • Power BI tools
    • A data warehouse solution
  • Uses the Atlas query functionality for reporting beyond Financials/GL for the following types of reports beyond Financials/GL:
    • Manufacturing
    • Procurement
    • Sales
    • Inventory

Results

  • Freed up to 25% of their organization’s IT support now that they have Atlas to create reports.
  • Trimmed more than 30% from their previous reporting process after using Atlas.

insightsoftware Case Study

Springfield Land Corporation

Introduction

This case study of Springfield Land Corporation is based on a March 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Atlas has been instrumental in improving efficiency, timeliness, and value of our reporting and control processes. Our reports contain more meaningful data than ever before, they’re produced in less time and are more robust and prone to error. The insightsoftware team has been so helpful with troubleshooting and install. Don’t know how we managed without it!”

Challenges

Addressed the following reporting challenges after implementing Atlas for their organization:

  • Accessing applicable data
  • Relaying data from Dynamics into spreadsheets
  • Manual, multi-step reporting processes
  • A lack of access to real-time information
  • A heavy reliance on IT to create or edit reports
  • Creating reports in a timely manner
  • A lack of data accuracy and/or validity
  • Combining/consolidating GL and non-GL data from core systems and other database sources
  • Limitations of Management Reporter or other Excel add-ins

Evaluated the following reporting tools before selecting Atlas:

  • Management Reporter

Use Case

  • Has used Atlas as a replacement for Management Reporter.
  • Uses the Atlas query functionality for reporting beyond Financials/GL for the following types of reports beyond Financials/GL:
    • Project Management
    • Human Resources
    • Payables/Receivables
    • Cost Management

Results

  • Freed up to 25% of their organization’s IT support now that they have Atlas to create reports.
  • Trimmed more than 30% from their previous reporting process after using Atlas.

insightsoftware Case Study

Strike Group

Introduction

This case study of Strike Group is based on a March 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Getting real-time data from ERP was always a pain. The closest BI solutions were relying on cubes, which takes hours to synchronize the data to the reporting database. Users are pretty happy on account of the fact that accurate data is available at their fingertips on a real-time basis. This has helped streamline operations in the field thereby improving overall delivery efficiency.”

Challenges

Addressed the following reporting challenges after implementing Atlas address for their organization:

  • Accessing applicable data
  • A lack of access to real-time information
  • Combining/consolidating GL and non-GL data from core systems and other database sources
  • Limitations of Management Reporter or other Excel add-ins

Evaluated the following reporting tools before selecting Atlas:

  • A BI solution (Targit, JetReports, Zap, BI365)
  • Management Reporter
  • An Excel Add-in

Use Case

  • Has used Atlas as a replacement for Management Reporter.
  • Uses the following supplemental reporting tools with Atlas:
    • An Excel add-in
    • Power BI tools
  • Uses the Atlas query functionality for reporting beyond Financials/GL for the following types of reports beyond Financials/GL:
    • Project Management
    • Payables/Receivables

Results

  • Freed up to 25% of their organization’s IT support now that they have Atlas to create reports.
  • Trimmed up to 30% from their previous reporting process after using Atlas.

insightsoftware Case Study

Snack Foods Australia Pty Ltd

Introduction

This case study of Snack Foods Australia Pty Ltd is based on a February 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“We currently run a few product dimensions to categorize what we do here at SnackBrands, in total 6 dimensions. Dimensions define what a product is. Atlas has simplified this process by the ease of use and flexibility of just having so many dimensions against different SKUs, making our access to real-time reports so quick.”

Challenges

Addressed the following reporting challenges after implementing Atlas address for their organization:

  • Accessing applicable data
  • Manual, multi-step reporting processes
  • A lack of access to real-time information
  • A heavy reliance on IT to create or edit reports
  • A lack of data accuracy and/or validity
  • Combining/consolidating GL and non-GL data from core systems and other database sources

Evaluated the following reporting tools before selecting Atlas:

  • Direct SQL access using IT to generate data-driven reports or extracts

Use Case

  • Has used Atlas as a replacement for Management Reporter.
  • Uses the following supplemental reporting tools with Atlas:
    • Power BI tools
    • A data warehouse solution
  • Uses the Atlas query functionality for reporting beyond Financials/GL for the following types of reports beyond Financials/GL:
    • Procurement
    • Sales
    • Inventory
    • Commodity ( Added module to AX Dynamics)

Results

  • Freed up 75% of their organization’s IT support now that they have Atlas to create reports.
  • Trimmed more than 60% from their previous reporting process after using Atlas.

insightsoftware Case Study

Micro Channel

Introduction

This case study of MicroChannel is based on a March 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Any time that management needs a report, it is immediately available using Atlas. We get data precision and accuracy, not to mention timing.”

Challenges

Addressed the following reporting challenges after implementing Atlas address for their organization:

  • Accessing applicable data
  • Rekeying data from Dynamics into spreadsheets
  • Manual, multi-step reporting processes
  • A lack of access to real-time information
  • A heavy reliance on IT to create or edit reports
  • Creating reports in a timely manner
  • A lack of data accuracy and/or validity
  • Combining/consolidating GL and non-GL data from core systems and other database sources
  • Limitations of Management Reporter or other Excel add-ins

Evaluated the following reporting tools before selecting Atlas:

  • A BI solution (Targit, JetReports, Zap, BI365)
  • Management Reporter

Use Case

  • Has used Atlas as a replacement for Management Reporter.
  • Uses the following supplemental reporting tools with Atlas:
    • Business Intelligence (BI) tools
    • Power BI tools
    • Qlik Sense
  • Uses the Atlas query functionality for reporting beyond Financials/GL for the following types of reports beyond Financials/GL:
    • Project Management
    • Sales
    • Payables/Receivables
    • Cost Management

Results

  • Freed up more than 50% of their organization’s IT support now that they have Atlas to create reports.
  • Trimmed more than 60% from their previous reporting process after using Atlas.

insightsoftware Case Study

AGI

Introduction

This case study of AGI is based on a March 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Based on any reporting needs and the ability to extract/report data from AX, Atlas gives any user (with some training) the ability to quickly create ad-hoc reports for their needs. The scheduling refresh function that was introduced has been a huge improvement and allows many users to consume up-to-date information for analysis and decision making. In addition, the support and response from the folks at Atlas have been tremendous, facilitating emergency needs to fielding basics along with more in-depth needs.”

Challenges

Addressed the following reporting challenges after implementing Atlas address for their organization:

  • Accessing applicable data
  • Rekeying data from Dynamics into spreadsheets
  • A lack of access to real-time information
  • A heavy reliance on IT to create or edit reports
  • Creating reports in a timely manner
  • Combining/consolidating GL and non-GL data from core systems and other database sources
  • Limitations of Management Reporter or other Excel add-ins

Evaluated the following reporting tools before selecting Atlas:

  • Management Reporter
  • An Excel Add-in

Use Case

  • Has used Atlas as a replacement for Management Reporter.
  • Uses the following supplemental reporting tools with Atlas:
    • Power BI tools
    • A data warehouse solution
  • Uses the Atlas query functionality for reporting beyond Financials/GL for the following types of reports beyond Financials/GL:
    • Manufacturing
    • Procurement
    • Human Resources
    • Sales
    • Inventory
    • Payables/Receivables
    • Cost Management

Results

  • Freed more than 50% of their organization’s IT support now that they have Atlas to create reports.
  • Trimmed more than 60% from their previous reporting process after using Atlas.

insightsoftware Case Study

Infigen Energy

Introduction

This case study of Infigen Energy is based on a February 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Real-time project reporting in Atlas helped our business in making timely decisions. We also designed customized Finance reports according to business needs with relatively less effort. It would have taken a significant amount of time and money to have these reports externally designed or created using internal IT.”

Challenges

Addressed the following reporting challenges after implementing Atlas address for their organization:

  • Accessing applicable data
  • Rekeying data from Dynamics into spreadsheets
  • Manual, multi-step reporting processes
  • A lack of access to real-time information
  • A heavy reliance on IT to create or edit reports
  • Creating reports in a timely manner
  • A lack of data accuracy and/or validity
  • Combining/consolidating GL and non-GL data from core systems and other database sources
  • Limitations of Management Reporter or other Excel add-ins

Evaluated the following reporting tools before selecting Atlas:

  • A BI solution (Targit, JetReports, Zap, BI365)
  • An Excel Add-in

Use Case

  • Has used Atlas as a replacement for Management Reporter.
  • Uses the following supplemental reporting tools with Atlas:
    • Business Intelligence (BI) tools
    • Power BI tools
  • Uses the Atlas query functionality for reporting beyond Financials/GL for the following types of reports beyond Financials/GL:
    • Project Management
    • Procurement
    • Sales
    • Payables/Receivables

Results

  • Freed 75% or more of their organization’s IT support now that they have Atlas to create reports.
  • Trimmed more than 60% from their previous reporting process after using Atlas.

insightsoftware Case Study

Depomed, Inc.

Introduction

This case study of Depomed, Inc. is based on a February 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Using Atlas has allowed the Finance and IT teams to gather data from multiple tables in AX with ease and accuracy. It has also replaced customized key control reports in purchasing and accounts payable areas, providing quick and accurate data to management and auditors. IT has been able to create workflow reporting to augment change management and audit processes.”

Challenges

Addressed the following reporting challenges after implementing Atlas address for their organization:

  • Accessing applicable data
  • Manual, multi-step reporting processes
  • A heavy reliance on IT to create or edit reports
  • Creating reports in a timely manner
  • Limitations of Management Reporter or other Excel add-ins

Evaluated the following reporting tools before selecting Atlas:

  • Management Reporter
  • An Excel Add-in

Use Case

  • Has used Atlas as a replacement for Management Reporter.
  • Uses the Atlas query functionality for reporting beyond Financials/GL for the following types of reports beyond Financials/GL:
    • Procurement
    • Inventory
    • Payables/Receivables
    • Workflow, Fixed Assets, production, Audit

Results

  • Freed up to 25% of their organization’s IT support now that they have Atlas to create reports.
  • Trimmed more than 60% from their previous reporting process after using Atlas.

insightsoftware Case Study

Xtra Lease LLC

Introduction

This case study of Xtra Lease LLC is based on a March 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Atlas has provided real-time reporting needs which come in handy when performing the month-end closing tasks. It also has help free up the IT staff so development doesn’t have to perform all the reporting needs required to retrieve the data from Dynamics AX.”

Challenges

Addressed the following reporting challenges after implementing Atlas address for their organization:

  • Accessing applicable data
  • Rekeying data from Dynamics into spreadsheets
  • A lack of access to real-time information
  • A heavy reliance on IT to create or edit reports
  • Creating reports in a timely manner
  • Limitations of Management Reporter or other Excel add-ins

Evaluated the following reporting tools before selecting Atlas:

  • Management Reporter
  • An Excel Add-in

Use Case

  • Has used Atlas as a replacement for Management Reporter.
  • Uses the Atlas query functionality for reporting beyond Financials/GL for the following types of reports beyond Financials/GL:
    • Payables/Receivables

Results

  • Freed up 75% of their organization’s IT support now that they have Atlas to create reports.
  • Trimmed more than 60% from their previous reporting process after using Atlas.

insightsoftware Case Study

Dail Rade Koks Sia

Introduction

This case study of DailRade Koks SIA is based on a March 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Thanks to Atlas, we can monitor material usage and production output immediately when they are reported to AX. In case of correction/adjustment of date in numerous entries, we are saving a lot of time. We can skip ordering special AX reports as we can generate them with Atlas.”

Challenges

Addressed the following reporting challenges after implementing Atlas Address for their organization:

  • Accessing applicable data
  • Rekeying data from Dynamics into spreadsheets
  • Manual, multi-step reporting processes
  • A lack of access to real-time information
  • Unable to create reports in a timely manner
  • A lack of data accuracy and/or validity
  • Combining/consolidating GL and non-GL data from core systems and other database sources
  • Limitations of Management Reporter or other Excel add-ins

Evaluated the following reporting tools before selecting Atlas:

  • An Excel Add-in

Use Case

  • Uses the following supplemental reporting tools with Atlas:
    • An Excel add-in
  • Uses the Atlas query functionality for reporting for the following types of reports beyond Financials/GL:
    • Manufacturing
    • Procurement
    • Sales
    • Inventory
    • Payables/Receivables

Results

  • Freed 75% of their organization’s IT support now that they have Atlas to create reports
  • Trimmed more than 60% from their previous reporting process after using Atlas

insightsoftware Case Study

Kaba Ilco Corp

Introduction

This case study of Kaba Ilco Corp is based on a February 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“I love being able to put a strong, easy to use reporting tool in the hands of our users, making them more self-sufficient in their reporting needs. Atlas has also greatly reduced the time it takes us to upload our biannual physical inventory counts.”

Challenges

Addressed the following reporting challenges after implementing Atlas address for their organization:

  • Relaying data from Dynamics into spreadsheets
  • Manual, multi-step reporting processes
  • A lack of access to real-time information
  • A heavy reliance on IT to create or edit reports
  • Creating reports in a timely manner

Evaluated the following reporting tools before selecting Atlas:

  • A BI solution (Targit, JetReports, Zap, BI365)
  • Management Reporter

Use Case

  • Uses the Atlas query functionality for reporting the following types of reports beyond Financials/GL:
    • Manufacturing
    • Procurement
    • Sales
    • Inventory
    • Payables/Receivables
    • Cost Management

Results

  • Freed up more than 50% of their organization’s IT support now that they have Atlas to create reports.
  • Trimmed more than 30% from their previous reporting process after using Atlas.

insightsoftware Case Study

Albi Imports

Introduction

This case study of Albi Imports is based on a February 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Atlas enables us to access our Dynamics database in both directions. We use it a lot for data improvement/uploading as well as reporting. Atlas has worked virtually flawlessly since we installed it.”

Challenges

Addressed the following reporting challenges after implementing Atlas address for their organization:

  • Accessing applicable data
  • Rekeying data from Dynamics into spreadsheets
  • A lack of access to real-time information
  • A heavy reliance on IT to create or edit reports
  • Limitations of Management Reporter or other Excel add-ins

Evaluated the following reporting tools before selecting Atlas:

  • A Microsoft Partner reporting solution
  • Other Excel-based reporting software

Use Case

  • Has used Atlas as a replacement for Management Reporter.
  • Uses the following supplemental reporting tools with Atlas:
    • Other Excel-based reporting software
    • Phocas
  • Uses the Atlas query functionality for reporting beyond Financials/GL for the following types of reports beyond Financials/GL:
    • Sales
    • Inventory
    • Payables/Receivables

Results

  • Freed more than 25% of their organization’s IT support now that they have Atlas to create reports.
  • Trimmed up to 30% from their previous reporting process after using Atlas.

insightsoftware Case Study

Interservefm

Introduction

This case study of Interservefm is based on a February 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Some of the time saving for uploading mass data with Atlas can be measured in months due to our constant changing hierarchy. We have a process to create a project that involved 9 separate stages that we had in a batch. With Atlas, it is now less than 30 seconds, compared to 30 minutes manually.”

Challenges

Addressed the following reporting challenges after implementing Atlas address for their organization:

  • Accessing applicable data
  • Rekeying data from Dynamics into spreadsheets
  • Manual, multi-step reporting processes
  • A lack of access to real-time information
  • A heavy reliance on IT to create or edit reports
  • Creating reports in a timely manner
  • A lack of data accuracy and/or validity
  • Combining/consolidating GL and non-GL data from core systems and other database sources
  • Limitations of Management Reporter or other Excel add-ins

Evaluated the following reporting tools before selecting Atlas:

  • Management Reporter
  • SQL data warehouse

Use Case

  • Has used Atlas as a replacement for Management Reporter.
  • Uses the following supplemental reporting tools with Atlas:
    • Power BI tools
    • A data warehouse solution
  • Uses the Atlas query functionality for reporting beyond Financials/GL for the following types of reports beyond Financials/GL:
    • Procurement
    • Human Resources
    • Sales
    • Payables/Receivables

Results

  • Freed up to 25% of their organization’s IT support now that they have Atlas to create reports.
  • Trimmed 90% or more from their previous reporting process after using Atlas.

insightsoftware Case Study

Yusen Logistics

Introduction

This case study of Yusen Logistics is based on a February 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“We couldn’t live without Atlas, so it is not a matter of time or cost saved, but existence. I can really make the statement that AX was implemented parallel with Atlas, so we can not imagine our ERP without it.”

Challenges

Addressed the following reporting challenges after implementing Atlas address for their organization:

  • Accessing applicable data
  • Manual, multi-step reporting processes
  • A heavy reliance on IT to create or edit reports
  • Manual, time-wasting book-keeping.

Evaluated the following reporting tools before selecting Atlas:

  • A BI solution (Targit, JetReports, Zap, BI365)
  • An Excel Add-in

Use Case

  • Has not used Atlas as a replacement for Management Reporter.
  • Uses the following supplemental reporting tools with Atlas:
    • QlikView
  • Uses the Atlas query functionality for reporting beyond Financials/GL for the following types of reports beyond Financials/GL:
    • Inventory
    • Payables/Receivables

Results

  • Freed more than 50% of their organization’s IT support now that they have Atlas to create reports.
  • Trimmed more than 60% from their previous reporting process after using Atlas.

insightsoftware Case Study

Pre-Paid Legal Services

Introduction

This case study of Pre-Paid Legal Services is based on a February 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“With Spreadsheet Server, manual input was totally eliminated and unlimited reporting ability was implemented. The tool gave accounting power to report all types of information to department managers.”

Challenges

Addressed the following reporting challenges after implementing Spreadsheet Server address for their organization:

  • Accessing applicable data
  • Rekeying data from the ERP system into spreadsheets
  • Manual, multi-step reporting processes
  • Creating reports in a timely manner
  • A lack of data accuracy and/or validity

Use Case

  • Evaluated the following reporting tools before selecting Spreadsheet Server:
    • Other Excel-based reporting software
  • Is using JD Edwards World.
  • Uses Spreadsheet Server QueryDesigner functionality for the following types of reports beyond Financials/GL:
    • Procurement
    • Fixed Assets

Results

  • Freed up to 25% of their organization’s IT support now that they have Spreadsheet Server to create reports.
  • Trimmed more than 60% from their previous reporting process after using Spreadsheet Server.

insightsoftware Case Study

Mountaire Corporation

Introduction

This case study of Mountaire Corporation is based on a February 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“With Spreadsheet Server, the information comes out much faster than running reports in Oracle. We used to have several spreadsheets that were fed from a data export of our trial balances into Excel. All the spreadsheets were linked and it was very complex. We have reduced that to 4 spreadsheets that are all independent of each other because they each pull information directly from Oracle. Our month end close is much more efficient, which means we get to leave earlier on close night.”

Challenges

Addressed the following reporting challenges after implementing Spreadsheet Server:

  • Accessing applicable data
  • Rekeying data from the ERP system into spreadsheets
  • Manual, multi-step reporting processes
  • A lack of access to real-time information
  • A heavy reliance on IT to create or edit reports
  • Creating reports in a timely manner
  • A lack of data accuracy and/or validity
  • Combining/consolidating GL and non-GL data from core systems and other database sources

Evaluated a reporting tool packaged with ERP before selecting Spreadsheet Server.

Use Case

  • Has used Spreadsheet Server as a replacement for Oracle Discoverer.
  • Uses the following supplemental reporting tools with Spreadsheet Server:
    • Business Intelligence (BI) tools
  • Uses Spreadsheet Server QueryDesigner’s functionality for the following types of reports beyond Financials/GL:
    • Fixed Assets

Results

  • Freed up to 25% of their organization’s IT support now that they have Spreadsheet Server to create reports.
  • Trimmed more than 30% from their previous reporting process after using Spreadsheet Server.

insightsoftware Case Study

Baxter International Inc.

Introduction

This case study of Baxter International Inc. is based on a January 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Spreadsheet Server has allowed our finance department quick access to many financial reports that did not previously exist.”

Challenges

Addressed the following reporting challenges after implementing Spreadsheet Server address for their organization:

  • A heavy reliance on IT to create or edit reports

Use Case

  • Evaluated the following reporting tools before selecting Spreadsheet Server:
    • A reporting tool packaged with ERP
  • Is using JD Edwards EnterpriseOne.
  • Uses Spreadsheet Server QueryDesigner functionality for Financials/GL.

Results

  • Freed up to 25% of their organization’s IT support now that they have Spreadsheet Server to create reports.
  • Trimmed up to 30% from their previous reporting process after using Spreadsheet Server.

insightsoftware Case Study

Diversitech Corporation

Introduction

This case study of Diversitech Corporation is based on a February 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Spreadsheet Server reduced trial balance, month-end close, and financial consolidations between different ERP systems by two weeks.”

Challenges

Addressed the following reporting challenges after implementing Spreadsheet Server address for their organization:

  • Accessing applicable data
  • Combining/consolidating GL and non-GL data from core systems and other database sources

Use Case

  • Evaluated the following reporting tools before selecting Spreadsheet Server:
    • Hubble
    • Tableau
  • Is using JD Edwards EnterpriseOne.
  • Uses Spreadsheet Server QueryDesigner functionality for the following types of reports beyond Financials/GL:
    • Sales

Results

  • Freed up to 25% of their organization’s IT support now that they have Spreadsheet Server to create reports.
  • Trimmed up to 30% from their previous reporting process after using Spreadsheet Server.

insightsoftware Case Study

Lancaster County, Nebraska

Introduction

This case study of Lancaster County, NE is based on a February 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Combined with expansion of Excel usage, Spreadsheet Server has allowed us to eliminate/reallocate numerous clerical and accounting positions, and gives us greatly enhanced data availability and analysis. Now we are preparing our own financial statements for four entities.”

Challenges

Addressed the following reporting challenges after implementing Spreadsheet Server address for their organization:

  • Accessing applicable data
  • Rekeying data from the ERP system into spreadsheets
  • Manual, multi-step reporting processes
  • A lack of access to real-time information
  • A heavy reliance on IT to create or edit reports
  • Creating reports in a timely manner
  • Combining/consolidating GL and non-GL data from core systems and other database sources

Use Case

  • Is using JD Edwards EnterpriseOne.
  • Uses Spreadsheet Server QueryDesigner functionality for Financials/GL.

Results

  • Freed up to 25% of their organization’s IT support now that they have Spreadsheet Server to create reports.
  • Trimmed more than 60% from their previous reporting process after using Spreadsheet Server.

insightsoftware Case Study

Heritage Gas

Introduction

This case study of HeritageGas is based on a January 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Spreadsheet Server has enabled us to easily access data, which in the past would have taken significantly longer from JDE World. The process has allowed us to speed up our month-end close and reporting.”

Challenges

Addressed the reporting challenge of accessing applicable data after implementing Spreadsheet Server address for their organization.

Use Case

  • Evaluated other Excel-based reporting software programs before selecting Spreadsheet Server:
  • Is using JD Edwards World.
  • Uses Spreadsheet Server QueryDesigner functionality for Financials/GL.

Results

  • Freed up to 25% of their organization’s IT support now that they have Spreadsheet Server to create reports.
  • Trimmed up to 30% from their previous reporting process after using Spreadsheet Server.

insightsoftware Case Study

Hines

Introduction

This case study of Hines is based on a January 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“I believe this software is very powerful for traditional Excel users who do not want to deal with the complexity of an ERP system such as JD Edwards. Reporting is so much easier now.”

Challenges

Addressed the following reporting challenges after implementing Spreadsheet Server for their organization:

  • Accessing applicable data
  • A heavy reliance on IT to create or edit reports

Use Case

  • Evaluated other reporting tools with ERP before selecting Spreadsheet Server.
  • Is using JD Edwards EnterpriseOne.
  • Uses Spreadsheet Server QueryDesigner functionality for Financials/GL.

Results

  • Freed up to 25% of their organization’s IT support now that they have Spreadsheet Server to create reports.
  • Trimmed up to 30% from their previous reporting process after using Spreadsheet Server.

insightsoftware Case Study

Snyder Paper Corporation

Introduction

This case study of Snyder Paper Corporation is based on a January 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Spreadsheet Server is a great product, very useful and powerful.”

Challenges

Addressed the following reporting challenges after implementing Spreadsheet Server for their organization:

  • Accessing applicable data
  • Relaying data from the ERP system into spreadsheets
  • Manual, multi-step reporting processes
  • Obtaining access to real-time information
  • A heavy reliance on IT to create or edit reports
  • Creating reports in a timely manner
  • Data accuracy and/or validity
  • Combining/consolidating GL and non-GL data from core systems and other database sources

Use Case

  • Is using JD Edwards World.
  • Uses Spreadsheet Server QueryDesigner functionality for the following types of reports beyond Financials/GL:
    • Procurement
    • Sales
    • Inventory

Results

  • Freed up to 25% of their organization’s IT support now that they have Spreadsheet Server to create reports.
  • Trimmed up to 30% from their previous reporting process after using Spreadsheet Server.



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