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Case Studies


TechValidate Introduction: 

This case study of a medium enterprise energy & utilities company is based on an April 2017 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service. The profiled company asked to have their name blinded to protect their confidentiality.

TechValidate Quote: 

“With Atlas, we can prepare our own reports for Audit. This saves us audit fees and we spend less time researching. Atlas helps us to save time and money.”


TechValidate Challenges: 

Experienced the following reporting pain points prior to implementing Atlas:

  • Lack of access to real-time information
  • Creating reports in a timely manner
  • Lack of data accuracy and/or validity

Use Case

TechValidate Use Case: 

Used Atlas for reporting beyond Financials / GL in the following areas:

  • Reports for top management
  • Audit Preparation


TechValidate Results: 

Experienced the following benefits as a result of Atlas:

  • The removal of disparate static excel sheets
  • Streamlined report creation
  • Improved data accuracy
  • Improved access to live data to make strategic decisions

Streamlined the following processes by using Atlas:

  • Sharing of reports / dashboards with the team or management
  • Month-end close & Management / Board Reporting Package
  • Preparing Audit and Tax schedules

Gained the ability to do the following by using Atlas:

  • Gain Data Validation capability
  • Increase time savings

Freed up over 300 hours in one year throughout their organization by using Atlas for reporting.

TechValidate Citation: 

Source: TechValidate survey of a Medium Enterprise Energy & Utilities Company
Published: Apr. 26, 2017 TVID: D33-B61-FC0

Company Profile

Company Snapshot: 

The company featured in this case study asked to have its name publicly blinded because publicly endorsing vendors is against their policies. TechValidate stands behind the authenticity of this data.

Energy & Utilities

ERP Platform:
Microsoft Dynamics AX

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