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Introduction

TechValidate Introduction: 

This case study of Albi Imports is based on a February 2018 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

TechValidate Quote: 

“Atlas enables us to access our Dynamics database in both directions. We use it a lot for data improvement/uploading as well as reporting. Atlas has worked virtually flawlessly since we installed it.”

Challenges

TechValidate Challenges: 

Addressed the following reporting challenges after implementing Atlas address for their organization:

  • Accessing applicable data
  • Rekeying data from Dynamics into spreadsheets
  • A lack of access to real-time information
  • A heavy reliance on IT to create or edit reports
  • Limitations of Management Reporter or other Excel add-ins

Evaluated the following reporting tools before selecting Atlas:

  • A Microsoft Partner reporting solution
  • Other Excel-based reporting software

Use Case

TechValidate Use Case: 
  • Has used Atlas as a replacement for Management Reporter.
  • Uses the following supplemental reporting tools with Atlas:
    • Other Excel-based reporting software
    • Phocas
  • Uses the Atlas query functionality for reporting beyond Financials/GL for the following types of reports beyond Financials/GL:
    • Sales
    • Inventory
    • Payables/Receivables

Results

TechValidate Results: 
  • Freed more than 25% of their organization’s IT support now that they have Atlas to create reports.
  • Trimmed up to 30% from their previous reporting process after using Atlas.

Company Profile

Company Snapshot: 

Company:
Albi Imports

Company Size:
Medium Enterprise

Industry:
Wholesale Distribution

ERP:
Microsoft Dynamics

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