This case study of AOC is based on a September 2016 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service. "If there were reduced costs, it was because we chose this tool over something like Oracle’s Financial Reporting Hub. The business savings have honestly been more intangible thus far — in that we have time savings from manual data entry that have allowed us to focus more on analysis."

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

  • Rekeying data from the ERP system 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 General Ledger (GL) and non-GL data from multiple ERP & relational database sources
  • Evaluated the following reporting tool before choosing Spreadsheet Server:
    • Excel4apps
  • Supplemental reporting tool used with Global Software’s Spreadsheet Server:
    • Discoverer
  • Selected Spreadsheet Server over the competition because of the following:
    • Flexibility to connect to multiple systems and outside General Ledger
    • Capability to drill down to sub-ledger details
    • Employees and support
    • Excel-based Interface
    • Data security
    • Pricing
    • Quick implementation time
    • Kevin Gibson was terrific during demo of the product and providing us with face-to-face Q&A time when we were considering the software. He was personable, knowledgeable, and straightforward and authentic, and getting to hear his insight as a previous user of the product was instrumental in our decision process.

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
  • Improved data accuracy
  • Faster access to live data to make strategic decisions
  • Empowering users to create their own reports with less dependence on IT
  • 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:
    • Directed initiatives based on findings in reports
    • Centralized reporting practices
    • Validated data
    • Increased their ability to complete tactical and complex analysis
  • Saved 200-300 hours in one year with Spreadsheet Server.
Source: Annetta Story, Accounting Manager & Director of Financial Reporting, AOC Published: Oct. 21, 2016 TVID: FD5-B5A-AD3
Download Link: pdf
Case Study Link: AOC