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
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.
Source: TechValidate. TVID: 9DE-DD9-7AC 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 had 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 and relational database sources
The company evaluated and compared reporting tools to reach an ultimate decision.
  • Evaluated the following reporting tools before choosing Spreadsheet Server:
    • A Business Intelligenece (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
    • Microsoft® 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 process 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
    • Increaed ability to complete tactical and complex analysis
  • Saved 50-100 hours in one year with Spreadsheet Server
Spreadsheet Server with JD Edwards The company achieved results with Global Software, Inc's Spreadsheet Server with JD Edwards.
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Case Study Link: Anderson Development
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