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TechValidate Introduction: 

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

TechValidate Quote: 

“Some of the time saving for uploading mass data with Atlas can be measured in months due to our constant changing hierarchy. We have a process to create a project that involved 9 separate stages that we had in a batch. With Atlas, it is now less than 30 seconds, compared to 30 minutes manually.”


TechValidate Challenges: 

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

  • Accessing applicable data
  • Rekeying data from Dynamics into spreadsheets
  • Manual, multi-step reporting processes
  • A lack of access to real-time information
  • A 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
  • Limitations of Management Reporter or other Excel add-ins

Evaluated the following reporting tools before selecting Atlas:

  • Management Reporter
  • SQL data warehouse

Use Case

TechValidate Use Case: 
  • Has used Atlas as a replacement for Management Reporter.
  • Uses the following supplemental reporting tools with Atlas:
    • Power BI tools
    • A data warehouse solution
  • Uses the Atlas query functionality for reporting beyond Financials/GL for the following types of reports beyond Financials/GL:
    • Procurement
    • Human Resources
    • Sales
    • Payables/Receivables


TechValidate Results: 
  • Freed up to 25% of their organization’s IT support now that they have Atlas to create reports.
  • Trimmed 90% or more from their previous reporting process after using Atlas.

Company Profile

Company Snapshot: 


Company Size:
Large Enterprise

Professional Services

Microsoft Dynamics

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