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Case Studies

Introduction

TechValidate Introduction: 

This case study of Elizabeth City State University is based on a January 2018 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

TechValidate Quote: 

"Spreadsheet Server improved reporting efficiency by allowing us to fully automate financial reports for year-end. It allows us the ability to automatically distribute routine reports to end users in Excel format. Power users in the Finance Division now have access to run queries in Excel."

Challenges

TechValidate Challenges: 

Addressed the following reporting challenges after implementing Spreadsheet Server:

  • Accessing applicable data
  • Rekeying data from the ERP system into spreadsheets
  • Manual, multi-step reporting processes
  • A lack of access to real-time information
  • 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
  • External reporting (different reporting entities, GASB compliance)
  • Standardizing reports

Evaluated the following reporting tools before selecting Spreadsheet Server:

  • Argos Reporting
  • ODS/EDW-Cognos

Use Case

TechValidate Use Case: 
  • Uses Monarch (Datawatch) for extracting data from pdf and text files not in our system with Spreadsheet Server.
  • Uses Spreadsheet Server QueryDesigner functionality for reporting:
    • Funds, grants, awards
    • GASB reporting
    • Budgets and forecasts
    • Annual audits
    • Board reporting

Results

TechValidate Results: 
  • Freed up to 25% of their IT support since using Spreadsheet Server to create reports.
  • Saved more than 60% of time from their previous reporting process using Spreadsheet Server.
TechValidate Citation: 

Published: Jan. 12, 2018 TVID: 500-C89-7B9

Company Profile

Company Snapshot: 

Elizabeth City State University

Industry:
Educational Institution

ERP: 
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