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Introduction

TechValidate Introduction: 

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

TechValidate Quote: 

“One of the best features of Spreadsheet Server is the speed we are able to complete tasks that would have taken weeks in the past. Also, every time we figure out how to use it on something new, it shows us how we can use it differently somewhere else.”

Challenges

TechValidate Challenges: 

The business pain points that led the profiled company to evaluate and ultimately select Global Software’s Spreadsheet Server:

  • Rekeying data from the ERP system into spreadsheets
  • Lacked access to real-time information
  • A heavy reliance on IT to create or edit reports
  • Difficulty creating reports in a timely manner
  • Difficulty combining / consolidating General Ledger (GL) and non-GL data from multiple ERP & relational database sources

Use Case

TechValidate Use Case: 

The key features and functionalities of Global Software’s Spreadsheet Server that the surveyed company uses:

  • Excel-based Interface
  • Quick implementation time
  • Uses Spreadsheet Server for Financial / General Ledger reporting and the following modules:
    • Sales
    • Job Costing

Results

TechValidate Results: 

The surveyed company achieved the following results with Global Software’s Spreadsheet Server:

  • Faster, streamlined report creation
  • Faster access to live data to make strategic decisions
  • Greater visibility into the overall business strategy
  • Reporting processes streamlined with Spreadsheet Server:
    • Data extraction from ERP or relational databases
    • Month-end close and management / board reporting packages
  • Actions or business insights gained using Spreadsheet Server:
    • Directed initiatives based on findings in reports
    • Centralized reporting practices
    • Increased their ability to complete tactical and complex analysis
  • Saved 100-200 hours in one year with Spreadsheet Server.

Company Profile

Company Snapshot: 

Company:
Embree Construction Group

Company Size:
Medium Enterprise

Industry:
Construction

ERP Platform:
Viewpoint

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