Case Study: ConGlobal streamlines financial reporting with Solution 7 by Zone & Co

How ConGlobal automates presentation-quality ERP reports for multiple entities with Excel and Solution 7 by Zone

ConGlobal, a leading North American intermodal terminal operator, faced significant challenges in their financial reporting. Their finance team struggled with manually exporting data from NetSuite and populating complex Excel reports for stakeholders, a process that was time-consuming, error-prone, and unable to scale with their international operations across 22 legal entities. Seeking to automate this workflow and improve accuracy, they turned to Zone & Co for a solution using Solution 7.

By implementing Solution 7 by Zone & Co, ConGlobal seamlessly integrated Excel with their NetSuite ERP. This provided real-time, two-way data synchronization, allowing the finance team to automatically generate polished, presentation-ready reports with charts and graphs. The solution eliminated manual errors, drastically sped up the month-end close, and empowered the team to produce a higher volume of reports with deeper insights, enabling better data-driven decision-making across the entire organization.

ConGlobal

Joe Brunetti

Former Chief Financial Officer