Case Study: LegalShield achieves 300+ hours saved and streamlined reporting with Global Software, Inc.'s Spreadsheet Server

LegalShield - Customer Case Study

LegalShield, a medium-sized insurance company running JD Edwards, faced time-consuming, manual reporting processes that required rekeying ERP data into spreadsheets, multi-step report creation, and limited ability to quickly analyze account activity.

By adopting Global Software’s Spreadsheet Server—an Excel-based, quick-to-implement tool with drill-down to sub-ledger details—LegalShield centralized and validated reporting, automated report distribution, improved data accuracy, and empowered users to build their own reports. The solution streamlined month-end and management reporting, enhanced strategic visibility, and saved the company more than 300 hours in one year.

LegalShield

Twila Shelton

Controller