This case study of Kokosing Construction Company is based on a September 2016 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service. “Spreadsheet Server has drastically reduced our time to create our month-end financial reporting packages for all of our operating entities, especially with our group consolidation reports.” 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
  • Lacked access to real-time information
  • Difficulty creating reports in a timely manner
  • Evaluated the following reporting tools before choosing Spreadsheet Server:
    • A Business Intelligence (BI) solution
    • A reporting tool packaged with ERP
  • 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
    • Data security
    • Pricing
    • Quick implementation time
  • Uses Spreadsheet Server for Financial / General Ledger reporting and the following modules:
    • Job Costing
The surveyed company achieved the following results with Global Software, Inc.’s Spreadsheet Server:
  • 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
  • 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
    • Auditing and tax schedules
    • Budgeting/forecasting processes
  • Actions or business insights gained using Spreadsheet Server:
    • Centralized reporting practices
    • Validated data
  • Saved 100-200 hours in one year with Spreadsheet Server.
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Case Study Link: Kokosing Construction Company