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Introduction

TechValidate Introduction: 

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

TechValidate Quote: 

"With Spreadsheet Server, manual input was totally eliminated and unlimited reporting ability was implemented. The tool gave accounting power to report all types of information to department managers."

Challenges

TechValidate Challenges: 

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

  • Accessing applicable data
  • Rekeying data from the ERP system into spreadsheets
  • Manual, multi-step reporting processes
  • Creating reports in a timely manner
  • A lack of data accuracy and/or validity

Use Case

TechValidate Use Case: 
  • Evaluated the following reporting tools before selecting Spreadsheet Server:
    • Other Excel-based reporting software
  • Is using JD Edwards World.
  • Uses Spreadsheet Server QueryDesigner functionality for the following types of reports beyond Financials/GL:
    • Procurement
    • Fixed Assets

Results

TechValidate Results: 
  • Freed up to 25% of their organization’s IT support now that they have Spreadsheet Server to create reports.
  • Trimmed more than 60% from their previous reporting process after using Spreadsheet Server.
TechValidate Citation: 

Published: Feb. 7, 2018 TVID: 264-881-DE3

Company Profile

Company Snapshot: 

Company:
Pre-Paid Legal Services

Company Size:
Medium Enterprise

Industry:
Insurance

ERP:
JD Edwards

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