| 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 |