How Customers Use SecureSheet

Need a powerful centralized database program? Or a more versatile sales spreadsheet? Hundreds of companies have customized our spreadsheet to suit their exact needs.

Our customers use SecureSheet™ in very different ways: they manage centralized databases, share sales spreadsheets with dozens of users, track employee performance, and more. But they all have one thing in common. They turned their existing Excel spreadsheets into secure, multi-user, web based, business applications.

Featured Customer SecureSheet™ Applications
Functional Area	Industry	Project	Details	Key Requirements
Accounting	Federal Govt CPG Industrial	Budget Management And Collection	Budgets are created and collected by region and rolled-up	Secured views by region and department Linked SecureSheets Charts
Accounting	Medical/Healthcare	Patient Tracking And Billing	Multiple doctors manage multiple patients across hospital networks	Secured views by doctor and location Pre-defined sorting by doctor Add row capability Cell level audit/history
Accounting	Medical/Healthcare	Patient Tracking And Billing	Multiple doctors manage multiple patients across hospital networks	Secured views by doctor and location Pre-defined sorting by doctor Add row capability Cell level audit/history
Corporate Management	Retail CPG	Customer Complaint Tracking	Log and resolve customer complaints	Secured views by rep Pre-defined sorting by priority Database capabilities (add and delete rows) Summary totals
Corporate Management	Consulting	Help Desk Issue Tracking	Issues are added and tracked through conclusion	Secured views by operator Summary reporting
Corporate Management	Payment Serviece	Key Factor Reporting	Tracking of key operational success factors	Secured views by manager/location
Corporate Management	Industry Groups	Organization Surveys	Surveys comparing last year results to this year results are captured on a net change basis	Secured views by organization Data validation Conditional formatting
Corporate Management	Consulting	Professional Training Schedules	Classes are scheduled and test results monitored by student	Secured views by teacher Summary totals
Corporate Management	Hotel/Hospitality	Retail Operations planning and monitoring	Track budgets/actuals by hotel property.	Secured budgets by hotel property
Corporate Management	Hotel/Hospitality	Retail Operations planning and monitoring	Track budgets/actuals by hotel property.	Secured budgets by hotel property
Corporate Management	CPG Industrial Pharmaceutical	Sarbanes-Oxley Compliance	Multiple projects putting controls around spreadsheet enabled processes	Secured views Audit by user Audit by sheet and cell Restriction of all functions based on role
Corporate Management	Financial Services	Trainer Scheduling	Online calendar to schedule training session	Secured views by trainer Conditional formatting
Customer Service	Human Resources Telemarketing	Call Log Tracking	Multiple callers track initial visits and follow-up activities	Secured views by caller Database capabilities (add/delete rows)
Finance	SMB	Budget Tracking For Small Business	Individual businesses share common budget model with different data and security	Secured views by user Secured export of only values (no formulas)
Finance	Consulting	Expense Reporting	Decentralized expense reporting	Secured views by employee Summary totals
Finance	Financial Services	Financial Rollup Management	Collection of financial information from multiple locations	Secured views by manager 10 MB Sheet
Finance	Medical/Healthcare	Multi-Hospital Key Indicator Reporting	Multiple facilities capture daily key indicators that are rolled up by month, quarter, year to manage cash flow	Secured views by user/role Conditional formatting
Finance	Real Estate	Property Management	Track rental units and lease payments by tenants	Secured views by property Summary totals
Finance	Stock Trading	Trading Model	Individual trading models with orders and history	Formula security (no one can see formulas)
Human Resources	All	Ad-hoc data collection tool	Multiple projects to gather data corporate wide	Secured views Database capabilities Data validation Import/Export
Human Resources	Insurance	Contractor Management	Manage deployment of contract adjusters to catastrophy sites	Secured views by office
Human Resources	Property Management	Employee database	Maintain employee master data for personnel distributed throughout the U.S. and Europe	Secured views by geographic location --- US, UK, Germany and France
Human Resources	CPG Industrial	Employee Goal Tracking	Keep track of goals and monitor	Secured views by employee Database capabilities (add rows) User defined forms
Human Resources	Insurance	Employee Incident Management	Enter and track employee incidents	Database add/update capability
Human Resources	Transportation	Employee Passport/Visa status	Employees are tracked by travel department to ensure up-to-date Passport/Visa paperwork	Secured views by employees and travel agents
Human Resources	Pharmaceutical	H1N1 Tracking	Employee Self-Registration process for tracking leaves of absence due to H1N1 flu virus	Secured self-registration process FORM database capabilities
Human Resources	Technology	Pay And Performance Merit	Managers rate direct reports quarterly and annually	Secured views with row security by manager Summary calculations by manager Data validation and conditional formatting Import/Export to/from enterprise systems
Human Resources	Insurance	Performance and Succession Mgmt	Track management performance and peer-to-peer evaluations	Secured view by manager
Human Resources	Recruiting	Project Staffing	Track prospective job candidates for specific projects	Secured views by recruiter
Human Resources	Staffing	Staff Recruiting	Management of potential employees	Database capabilities (add and delete rows)
Human Resources	Staffing	Staff Scheduling	Creation of staffing plans	Secured views by project Database capabilities (add and delete rows)
Human Resources	Marine	Track shipping crew status	Plan and deploy ship crews to multiple port destinations	Secured by travel agent
Information Technology	Transportation	Disaster Recovery Management	Multiple IT departments worldwide update shared disaster recovery over predefined hourly intervals	Secured sheet views by department Multisheet rollup Time based conditional formatting
Inventory Management	Oil & Gas	Tank level tracking	Take measurement on tank levels at various leased well sites	Remote access to sheets
Legal	Apparel	Contract Management	Add and track contracts by customer	Secured views by customer Database capabilities (add and delete rows) User defined forms
Logistics	Seasonal Sales	Christmas Tree Sales Management	Trees are slotted for different locations daily	Secured views by sales Database capabilities (add and delete rows) Dynamic filters
Logistics	CPG	Inbound Logistics	Tracks purchases and inbound shipments from China	Secured views by shippers, customs and receiving locations
Logistics	CPG	Inbound Logistics	Tracks purchases and inbound shipments from China	Secured views for Multi-point tracking from purchasing to overseas shipper to customs to receiving locations
Logistics	Transportation	Load Management	Creation of loads for LTL shipments with updates by drivers, receiving and finance	Secured views by driver Add and delete row capability
Logistics	Retail	Load tracking	Load and Track shipments daily	Multi-sheet capability by day Secured views by location
Logistics	Manufacturing	Multi-Party Freight Tracking	Container shipments tracked from far east through North America with multiple parties updating status	Secured views by row and column Add row capability
Logistics	CPG	Outsourced shipping/container mgmt	Freight consolidation for container shipments to overseas manufacturing	Secured views by shipping and receiving locations
Logistics	Medical/Healthcare	Patient Dialysis Scheduling	Scheduling of patients at dialysis centers	Secured views by patient and location Multi-sheet
Logistics	Shipping	Shipping/Receiving Management	Outsourced management of shipments to DHL for major CPG manufacturer	Secured view by warehouse
Manufacturing	CPG/Food	Forecasting	Collaborative forecasting for major food manufacturer	Secured view by product planner
Manufacturing	Retail	Screen Print Order Management	Enter and track customer orders	Pre-Defined views Database capabilities (add and delete rows)
Marketing	Real Estate	Advertisement placement tracking	Advertisement placement management by real estate office	Secured views by real estate broker to manage ad placement
Marketing	Advertising	Advertising Campaign Management	Capture and track metrics of online campaigns	Secured views by campaign Database capabilities (add and delete rows)
Marketing	Pharmaceutical	Brand Advertising Cost Mgmt	Collaborative budget/cost management between brand managers and advertising agencies	Secured views by brand manager Secured by advertising agency Summarized totals across sheets
Marketing	Telemarketing	Call Tracking	Telesales reps log calls	Secured views by rep Database capabilities (add and delete rows) Data validation
Marketing	Marketing Services	Lead Management	Outsourced Lead management firm assigning and managing call lists to distributed personnel	Secured call lists for different contract telemarketers
Payroll	Financial Services	Company Payroll Tracking	Manage payroll information across multiple divisions	Secured views by user Data validation Multiple linked SecureSheets Import/Export csv files
Payroll	Property Management	Labor time/materials collection	Collect time/materials from contractors sent out to various properties	Secured views by employee
Payroll	CPG	Time Tracking	Collect overtime information and import into enterprise system	Secured views by manager Integration with ERP system
Project Management	Consulting	Client Tracking	Create and manage detailed client specific information and generate cross-client summary reports	Secured views by client Data validation and conditional formatting Summarized cross-SecureSheet reports
Project Management	Software	Project Tracking	Project management among users at multiple sites and time zones	Secured views by task and user Charts and graphs
Purchasing	Retail	Group Purchasing Order Management	Multiple retail chains create combined orders by product to reduce spend and create leverage	Secured views by buyer and store Copy templates and archiving
Purchasing	Construction	Home Builder Rebate Tracking	Regional offices report rebates against build schedule to generate supplier invoices	Secured views by sheet Linked SecureSheets Import/Export to/from enterprise systems
Purchasing	CPG	Pricing RFQ	Generate competitive price bids for multiple products with security by supplier	Secured views by category and sku
Purchasing	Commodities	Real Time Bidding	Bidding sheets for suppliers to update prices for commodities that are subject to volatile market changes	Secured views by supplier
Receiving	Online Retail	Return Management	Customer returns are entered and tracked	Database capabilities (add and delete rows) Data validation
Reporting	Construction	Construction Opportunity Reporting	Publish multi-dimensional opportunity reports secured by region	Dynamic user filters Summary totals based on filters
Sales	Investing	Call List Management	Keep track of potential prospects	Secured views by planner
Sales	Automotive	Car Sales Tracking	Vehicle sales are entered and tracked with profitability metrics across multiple dealerships	Secured views by manager and dealership Summary totals
Sales	Automotive	Car Sales Tracking	Vehicle sales are entered and tracked with profitability metrics across multiple dealerships	Secured view by location/personnel
Sales	Insurance	Customer Renewal tracking	Track policy renewals for customers	Dynamic sorting/filtering capabilities
Sales	Franchises Retail Stores Hospitality/Restaurants	Daily Flash Reporting	Sales metrics are entered daily across multiple locations and summarized for daily profit/loss	Secured views by location and rep Conditional formatting Charts and graphs
Sales	Fitness	Daily Membership Tracking	Multiple locations track members and payments	Secured views by location Linked SecureSheets Summary totals
Sales	Marketing	De-Centralized Direct Mailing	Multiple offices generate individualized mailing labels from requests by manufacturing	Secured views by locations User defined forms
Sales	Fund Raising	Fund Raising Event Management	Track event participants for various fund raising events	Database capabilities (add and delete rows)
Sales	Equipment	International Sales Pipeline Tracking	Sales reps across Europe update sales opportunities with security by sales reps and sales managers	Secured views by region
Sales	Communications	Lead Management Tracking	Sharing leads and status across locations	Secured views by location Multi-sheets
Sales	HVAC	Lead Tracking	Customer leads for service	Secured views by rep Multi-sheet
Sales	Distribution	Online Quotation System	Sales representatives capture daily quotations for over 10000 products and 2500 customers	Secured views by rep Data validation Monthly SecureSheets from pre-defined template Add and delete rows
Sales	Medical/Healthcare	Patient Tracking And Billing	Multiple doctors manage multiple patients across hospital networks	Secured views by doctor and location Pre-defined sorting by doctor Add row capability Cell level audit/history
Sales	Transportation	Pipeline Management	Sales leads for transportation are entered and summarized by region	Secured views by sales rep Database capabilities (add and delete rows) Summary totals
Sales	Industrial Signs	Quotation Management	Pricing Estimating tool for salesreps	Multi-user access to a standard Form template with preset and locked down formulas
Sales	Chemical CPG Industrial Products Technology	Sales Forecasting	International sales forecasting with quantity and amount	Secured views by reps and managers Dynamic summary calculations Data validation and conditional formatting Database capabilities (add and delete rows)
Sales	Education	Sales Pipeline management	Pipeline tracking of sales opportunities for educational products	Secured view by rep/territory
Sales	Computer Hardware	Sales Pipeline management	Sales tracking by rep	Secured view by sales rep
Sales	Mortgage	Self-registration for Morgtage Requests	Integrated link to their web-site to collect mortgage application requests	Self-registration FORM data collection Database tracking
Sales	Retail	Track customer sales orders	Track customer orders received over Internet sales	Database add/delete capabilities
Sales	Retail	Track customer sales orders	Track customer orders for furniture received over Internet sales	Database add/delete capabilities
Shipping	Freight Forwarding	Container Tracking	Container tracking for customers	Security by customer
Supply Chain	CPG	Collaborative Planning	Keep track of supplier managed inventory	Secured views by supplier and location
Supply Chain	Travel	Crew Scheduling	Scheduling shifts on vessels	Secured views by crew member and vessel Data validation and conditional formatting
Supply Chain	Energy	Load Tracking Of Shipments And Containers	Loads are updated by multiple parties including purchasing, accounts payable, carriers and receiving	Secured views by department and supplier Database capabilities (add and delete rows)
Supply Chain	CPG Agriculture	Order Management And Distribution	Orders are entered and converted to loads for consolidated shipments to regional distribution centers of large retailers	Secured views by location, dc and load Database capabilities (add and delete rows) User defined forms
Supply Chain	Wireless	Project Tracking	Carrier projects and status are updated by mulitiple 3rd parties	Secured views by role

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What makes our formula different »
How customers use SecureSheet »
Case Study - Quantifiable Benefits »

Compare to other spreadsheets.

If you're accustomed to Excel - imagine features like user-defined data security and the ability to accommodate thousands of users, you'll be hard-pressed to find a better web-based spreadsheet for your business.

Check out our news and recent events.

February 18, 2013
CARSTAR Manages Scheduling Demand during Catastrophes with SecureSheet

October 4, 2012
Rockwater Energy Solutions Consolidates Regional KPIs with SecureSheet

July 24, 2012
EXIT First Realty Agents Get Instant Property Visibility with SecureSheet

May 24, 2012
Holger Kisker, Forrester Research Principal Analyst, identifies SecureSheet as leading provider of Cloud based (SAAS) transactional data collaboration.”

March 20, 2012
20/20 Image Eye Centers Focus on Customer Service with SecureSheet

December 1, 2011
CIO Blogger Mark Gibbs, "SecureSheet: Turning Boring Spreadsheets into Hot Business Apps"

November 8, 2011
Kirby-Smith Delivers Up-To-The-Minute Inventory on Smart Phones with SecureSheet

October 24, 2011
Network World IT Best Practices Alert: “SecureSheet is a handy tool to turn that spreadsheet into a Web-based multi-user application with field-level access security.”

May 17, 2011
SecureSheet Aids Central Valley Hospitalists Collect Patient Status And Billing Data

December 14, 2010
SecureSheet Helps CN Manage Technology Disaster Readiness Planning

See more news articles »

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Performance and merit business process using SecureSheet.

Learn how the Scotts Miracle-Gro company utilized SecureSheet business spreadsheets and improved ROI.