Interservefm

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

“Some of the time saving for uploading mass data with Atlas can be measured in months due to our constant changing hierarchy. We have a process to create a project that involved 9 separate stages that we had in a batch. With Atlas, it is now less than 30 seconds, compared to 30 minutes manually.”

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

• Accessing applicable data
• Rekeying data from Microsoft Dynamics into spreadsheets
• Manual, multi-step reporting processes
• A lack of access to real-time information
• A heavy reliance on IT to create or edit reports
• Creating reports in a timely manner
• A lack of data accuracy and/or validity
• Combining/consolidating GL and non-GL data from core systems and other database sources
• Limitations of Management Reporter or other Excel add-ins

Evaluated the following reporting tools before selecting Atlas:

• Management Reporter
• SQL data warehouse

• Has used Atlas as a replacement for Management Reporter.
• Uses the following supplemental reporting tools with Atlas:
  • Power BI tools
  • A data warehouse solution
• Uses the Atlas query functionality for reporting beyond Financials/GL for the following types of reports beyond Financials/GL:
  • Procurement
  • Human Resources
  • Sales
  • Payables/Receivables

• Freed up to 25% of their organization’s IT support now that they have Atlas to create reports.
• Trimmed 90% or more from their previous reporting process after using Atlas.

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