This case study of Infigen Energy is based on a February 2018 survey of Global Software, Inc. 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.” 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
  • 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
  • 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.
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Case Study Link: Infigen Energy
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