The Traverse ERP Software, by Open Systems Inc., is a versatile business management solution. Spreadsheet Server complements Traverse by providing dynamic access to ERP data within Microsoft Excel.
Greatly enhance your Traverse ERP reporting structure in areas such as accounting, distribution, manufacturing, point of sale, and more, with Spreadsheet Server.
Spreadsheet Server does not require a data warehouse, data cube, server or a staging area. Access to your Traverse data is direct and streamlined.
Spreadsheet Server uses company level security from your Open Systems Traverse ERP.
With the QueryDesigner tool, users can employ pre-built queries, or generate their own, for use within Excel. The designer works within any relational database to bring live data into Excel.
If you are already using a BI tool, that’s alright with us. Spreadsheet Server works seamlessly side-by-side with any other application, such as Traverse Analytics.
For all ERPs based in cloud or off-premise environments, a VPN connection/tunnel to the database or a nightly, directly accessible backup of data is required to use Spreadsheet Server.
No, there is no additional hardware required to implement Spreadsheet Server.
No, there is no data warehouse or additional hardware required.
Yes, if users are familiar with Excel, they will need minimal training to use Spreadsheet Server. No programming or query knowledge is necessary. Users simply utilize the standard Excel spreadsheet capabilities supplemented with simple cell formulas to gain access to their dynamic financial information.
Yes, please inquire about our ad hoc capabilities and other components in our Excel Automation Roadmap (i.e. Enterprise Budgeting, etc).
Spreadsheet Server is a multi-faceted application it serves many causes and can address multiple reporting challenges both tactical in nature as well enterprise wide. If you already have a BI strategy in place then Spreadsheet Server provides that tactical compliment to the leading BI tools (i.e. Cognos, Business Objects, Hyperion, etc). In fact, over 83% of Global Software Inc.'s 5,000+ clients in 50 countries use Spreadsheet Server harmoniously with their existing BI solution. If your organization doesn’t have a conventional proprietary BI offering and doesn’t have the resource to purchase, implement, maintain a data warehouse/cubes, non-Excel-based solution, etc. or doesn’t see that as partof your grand reporting strategy then Spreadsheet Server can provide an economical quick time to deployment, intuitive interface (Excel-based) all while leveraging its Dynamic Spreadsheet Methodology (DSM) without staging areas and data warehousing across your organization’s enterprise.
We support most worldwide ERP systems, but you may contact us directly regarding your specific needs.
Every reporting environment is different, however most prospective users we encounter are either using a data warehouse that reflects yesterday's data, manually rekeying data or have an IT maintain the current reporting environment exclusively. With our application(s) users are empowered to be self-sufficient while accessing 'live' data in a secure environment.
No, Spreadsheet Server is compatible with any Excel reports already developed.
Absolutely. Spreadsheet Server completely automates the process of CAFR Generation.
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View a listing of Technical Requirements for Spreadsheet Server for use with Open System's Traverse ERP.
View Frequently Asked Questions for Spreadsheet Server for use with Open System's Traverse ERP.