Case Study: Senior Partners streamlines dashboard reporting with Spreadsheet Server

Senior Partners - Customer Case Study

Senior Partners, a firm providing investment and tax planning services, faced challenges with cumbersome and time-consuming spreadsheet reporting to monitor their financial transactions and commissions. They sought a better way to gain visibility into their business data and had found other solutions like QlikView to be cost-prohibitive and inflexible. They turned to the vendor Antivia and implemented their product, DecisionPoint™ for Excel.

The solution from Antivia empowered the team at Senior Partners to build and update interactive dashboards themselves without needing programmers. This provided a single, visual overview of company-wide money flow, which could be accessed on mobile devices. The results were significant time savings, with one employee reporting that a task that was a full-time job now takes 30 minutes, and gave decision-makers immediate access to critical business information for the first time.

Senior Partners

Emily Toothman

Associate Director of Operations