Spreadsheet Server Case Studies46 Customer Stories & Results

Challenge

Accessing applicable data Relaying data from the ERP system into spreadsheets Manual, multi-step reporting processes Obtaining access to real-time information A heavy reliance on IT to create or edit reports Creating reports in a timely manner Data accuracy and/or validity Combining/consolidating GL and non-GL data from core systems and other database sources

Challenge

Manual reporting tasks with data access and rekeying; multi-step manual processes; difficulty creating property management reports in timely manner; IT support consuming 25% of resources

Results

Saved 300+ reporting hours per year; automated 10-50 reports including rent roll, lease expiration/renewal, and job cost analysis

Challenge

Addressed the following reporting challenges after implementing Spreadsheet Server: Accessing applicable data Rekeying data from the ERP system into spreadsheets A lack of access to real-time information Creating reports in a timely manner

Challenge

Addressed the following reporting challenges after implementing Spreadsheet Server for their organization: Accessing applicable data A heavy reliance on IT to create or edit reports

Challenge

Warfel Construction's reporting process was very manual. Each month, the accounting team spent at least 20 hours manually extracting reports from Viewpoint ERP and keying data into spreadsheet templates. The Viewpoint system couldn't do what they needed out of the box.

Results

Monthly reporting time cut by 75%. Accounting department employees no longer need to spend time reformatting and preparing reports. Data integrity is more accurate with direct ERP connectivity. Distribution Manager feature ensures reports reach the right people securely.

Challenge

CFO Kent Bascome needed a reporting solution that provided real-time information. The previous BI Analyzer tool was not real-time, making it impossible to get up-to-the-minute information when needed.

Results

Monthly reporting time reduced from 2-3 days to a couple of hours. Reports pull real-time data directly from the MRI system, ensuring accuracy. WEDCO has complete confidence in its reporting integrity.

Challenge

Manual point-in-time reporting with no interactivity; reports managed by IT; time-consuming variance analysis; year-end manual copy-paste process taking 4 hours daily

Results

Year-end reporting process reduced from 4 hours daily to instantaneous; budget templates created for 41 different campus areas; improved data trust and accuracy

Challenge

FRx reporting required manual processes and printing, information not linked across reports, distribution took 2 days each month, FRx support ending

Results

Process that took hours now takes 5 minutes, executive presentations update automatically when data changes, financial reporting more agile

Challenge

Previous reporting tool (Excelerator) lacked drill-down capability and wasn't intuitive; manual Excel process was laborious

Results

80% reduction in reporting time; automated financial reporting process; immediate and dramatic process improvements