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Case Studies


TechValidate Introduction: 

This case study of AOC is based on a September 2016 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

TechValidate Quote: 

"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."


TechValidate Challenges: 

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

Use Case

TechValidate Use Case: 
  • 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.


TechValidate Results: 

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.
TechValidate Citation: 

Source: Annetta Story, Accounting Manager & Director of Financial Reporting, AOC

Published: Oct. 21, 2016 TVID: FD5-B5A-AD3

Company Profile

Company Snapshot: 


Company Size:
Medium Enterprise


ERP Platform:

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