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Legal Company Cuts Unnecessary Time Spent on Reports with Use of Spreadsheet Server

Legal Shield saves over 300 hours, throughout the organization, in one year with Spreadsheet Server.

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“With Spreadsheet Server we now have the ability to do more in less time, we can now accomplish more with fewer resources.”

initial-block-Legal-Shield Twila Shelton Controller
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Saved Over 300 Hours

Saved over 300 hours in one year with Spreadsheet Server

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Fast Access to Live Data

Faster access to live data to make strategic decisions

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Enhanced Operational Visibility

Automated distribution of reports to management/other departments

Challenge

The business challenges that led the Legal Shield to evaluate and ultimately select Global Software, Inc.’s Spreadsheet Server:

  • Rekeying data from the ERP system into spreadsheets
  • Manual, multi-step reporting processes
  • Creating reports in a timely manner
  • Lack of ability to quickly analyze account activity

Selected Spreadsheet Server over the competition because of the following:

    • Capability to drill down to sub-ledger details
    • Excel-based Interface
    • Pricing
    • Quick implementation time

Uses Spreadsheet Server for Financial / General Ledger reporting and the following module:

  • Fixed Asset Subledger

Solution

Benefits received from Spreadsheet Server:

    • The removal of disparate static Excel sheets
    • Faster, streamlined report creation
    • Improved data accuracy
    • Faster access to live data to make strategic decisions
    • Empowering users to create their own reports with less dependence on IT
    • Greater visibility into the overall business strategy

Reporting processes streamlined with Spreadsheet Server:

    • Data extraction from an ERP or relational database
    • Automated distribution of reports to management/other departments
    • Month-end close and management/board reporting packages
    • Auditing and tax schedules
    • Budgeting/forecasting processes

Actions or business insights gained using Spreadsheet Server:

    • Centralized reporting practices
    • Validated data
    • Increased their ability to complete tactical and complex analysis

Saved over 300 hours in one year with Spreadsheet Server.

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Company: Legal Shield Job Title: Controller Role: Finance
ERP System: Excel