This case study of Fruit Growers Supply is based on a September 2016 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service. "We have had problems with Business Objects not working during critical month end close periods and having to create reports manually. We are thrilled to have a real-time reporting tool, reliable, ease of report writing , and the ability to quickly add new GL accounts to actual, budget, forecast. The drill down capability is great for quick research. Very excited about having this tool! I see it assisting busy managers that aren’t system savvy."

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
  • A manual, multi-step reporting process
  • Lacking access to real-time information
  • Creating reports in a timely manner
  • Lacking data accuracy and/or validity
  • 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 tools used with Global Software Spreadsheet Server:
    • Business Intelligence (BI)
    • An ERP packaged reporting tool
  • 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
  • Uses Spreadsheet Server for Financial / General Ledger reporting and the following module:
  • Sales
  • 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
  • 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
    • Reporting outside the general ledger, such as inventory, manufacturing, sales, purchasing, projects, etc.
  • Actions or business insights gained using Spreadsheet Server:
    • Centralized reporting practices
    • Validated data
Source: Heidi Love, Controller, Fruit Growers Supply Published: Oct. 31, 2016 TVID: FEE-FD7-B26
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