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Introduction

TechValidate Introduction: 

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

TechValidate Quote: 

“Atlas has provided real-time reporting needs which come in handy when performing the month-end closing tasks. It also has help free up the IT staff so development doesn’t have to perform all the reporting needs required to retrieve the data from Dynamics AX.”

Challenges

TechValidate Challenges: 

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

  • Accessing applicable data
  • Rekeying data from Dynamics into spreadsheets
  • A lack of access to real-time information
  • A heavy reliance on IT to create or edit reports
  • Creating reports in a timely manner
  • Limitations of Management Reporter or other Excel add-ins

Evaluated the following reporting tools before selecting Atlas:

  • Management Reporter
  • An Excel Add-in

Use Case

TechValidate Use Case: 
  • Has used Atlas as a replacement for Management Reporter.
  • Uses the Atlas query functionality for reporting beyond Financials/GL for the following types of reports beyond Financials/GL:
    • Payables/Receivables

Results

TechValidate Results: 
  • Freed up 75% of their organization’s IT support now that they have Atlas to create reports.
  • Trimmed more than 60% from their previous reporting process after using Atlas.

Company Profile

Company Snapshot: 

Company:
Xtra Lease LLC

Company Size:
Medium Enterprise

Industry:
Transportation Services

ERP:
Microsoft Dynamics

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