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University Saves 60% of Time from Previous Reporting Process with Spreadsheet Server

Elizabeth City State University improve reporting efficiency by Spreadsheet Server allowing fully automated financial reports for year-end.

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“Spreadsheet Server improved reporting efficiency by allowing us to fully automate financial reports for year-end.”

initial-block-Elizabeth-City-State-University Patty Stoddard Business Systems Analyst
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Fully Automated Reporting

Allows the ability to automatically distribute routine reports to end users in Excel format

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Less Reliance on IT Department

Freed up to 25% of IT department support since using Spreadsheet Server to create reports

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High Functionality

Reporting on: Funds, grants, awards, GASB reporting, budgets, forecasts, audits and board reporting

Challenge

The following reporting challenges needed to be addresses:

  • Accessing applicable data
  • Rekeying data from the ERP system into spreadsheets
  • Manual, multi-step reporting processes
  • A lack of access to real-time information
  • 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
  • External reporting (different reporting entities, GASB compliance)
  • Standardizing reports

Solution

  • Uses Monarch (Datawatch) for extracting data from pdf and text files not in our system with Spreadsheet Server.
  • Uses Spreadsheet Server QueryDesigner functionality for reporting:
    • Funds, grants, awards
    • GASB reporting
    • Budgets and forecasts
    • Annual audits
    • Board reporting
  • Freed up to 25% of their IT support since using Spreadsheet Server to create reports.
  • Saved more than 60% of time from their previous reporting process using Spreadsheet Server.

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Company: Elizabeth City State University Job Title: Business Systems Analyst Role: Information Technology
ERP/EPM System: Banner