Case Study: Global Internet Provider cuts reporting time by 3 days and scales to 16,000 participants with insightsoftware Certent Equity Management

Compliant Reporting Solution Supports 15,000 Participants Worldwide

Global Internet Provider faced a sprawling global stock plan and relied on an administration platform plus complex spreadsheets to produce ASC 718 reports for NQSOs and RSUs for about 15,000 employees. Reporting required raw data dumps and massive recalculations across millions of tranches that took seven to eight days each quarter, was error-prone, hard to audit, and not scalable — so the company engaged insightsoftware and its Certent Equity Management product.

insightsoftware implemented Certent Equity Management to provide ASC 718‑compliant, batchable reporting with grouping, filtering and custom reports, replacing the error‑prone spreadsheets with a standard output and full audit trail. As a result, the Global Internet Provider scaled from ~11,000 to 16,000 participants in the first year, cut quarterly calculation and reporting time by three days, reduced manual errors and the need for deep FAS expertise, automated tranche/forfeiture calculations, sped audits, and gained faster EPS dilutive reporting via the common stock equivalent report.