TechValidate Research on insightsoftware

insightsoftware Case Study

Legal Shield


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.”


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


  • 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.

About This Data

This data was sourced directly from verified users of insightsoftware by TechValidate.

TechValidate verifies the identity and organizational affiliation of all participants that contribute to published research data. When research participants so desire, we also guarantee their anonymity so that they may share information honestly and freely.

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