Customer Success Stories

See how leading companies streamlined budgeting or cut financial consolidation, reporting and distribution from days to minutes. 

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I rave about it to anyone who will listen—Vivid is that good!
Colin Tirschmann
VP Finance, CWB National Leasing

Real Teams. Real Wins. No Giant Rollout.

Getting exceptional results does not need to be a massive project.
Vivid makes our reporting process simple. What took hours now takes minutes.
Joe Prusko
CFO, Nelson Connects

Big Finance Wins, Small Implementation Lift

See how teams used Vivid to streamline reporting, sharpen budgeting, and reduce time-to-close by over 80% — quickly and pragmatically.

Click the logos below to explore how these teams achieved success with Vivid.

I have over 20 years experience in GP - as a controller, a GP consultant, and a GP admin. I have not seen a better, easier and more flexible reporting tool.
BC Forward
Finance Leader

Great Results — Powered by Standout Service

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DSS Protection:
How quarterly reporting was cut from 60 days to 5

Bloedorn Lumber:
Reducing the reporting and budgeting time by 80%

Damuth Co.:
Simplifying multi-entity reporting

Banyan Software:
>100 entities set-up in under 2 weeks

Case Study: CWB National Leasing

Industry: Asset-backed Finance

"I rave about it to anyone who will listen, Vivid is that good! It’s reasonably priced, and the implementation process is easy for complex reports."

Customer Snapshot

Main Challenges

  • FRx® was no longer being supported by Microsoft®
  • Accounting department was relying on IT and wanted more independence
  • Seeking more flexible software that could create more types of reports more quickly
  • Finding a high-quality, robust software for an affordable price

Objectives

  • Wanted an affordable reporting software that was simple to use
  • Needed to upgrade to a current reporting software
  • Looking to save time with an embedded software instead of switching from one product to another during the reporting process

Implementation Highlights

  • Implemented both Vivid CPM and Vivid Flex
  • Knowledgeable, supportive staff helped through the entire process
  • Fast, smooth, and did not require cause any other projects to be put on hold
  • Wealth of Microsoft GP® experience made integration seamless

The Vivid Difference

  • Vivid is able to manage Analytical Reporting a lot better than previous system
  • Vivid’s interface is very user friendly
  • Ability to combine Vivid reports with other Excel® reports
  • Fast end-user training and prompt support during and after the implementation process
  • The finance team can now create reports that can be formatted according to their needs while being able to provide managers with highly accurate information at the click of a button

A Vivid Result: Robust reporting for a reasonable price that’s easy to use

Case Study: HEB Manitoba

Industry: Employee and Healthcare Benefits

“Every place I have worked, I have installed Vivid Reports. I’ve looked at other solutions and Vivid has a huge advantage over any other reporting software I’ve looked at.“

Customer Snapshot

Main Challenges

  • The reporting process was very slow and manual
  • Finance team needed more independence when creating reports each month
  • Ad hoc reports were being done manually in Excel® every month
  • Managers wanted more visibility into their financial results

Objectives

  • Have a faster month-end close with more timely and accurate information
  • Gave the financial team more independence and control
  • Improve insights into financial performance

Implementation Highlights

  • Full product implementation was completed in under 15 hours including the training
  • The user adoption rate at HEB Manitoba was very high due to integration with Excel®
  • Able to integrate with organization’s Dynamics GP® information immediately

The Vivid Difference

  • Eliminated dependency on the finance team for information inquiries by providing managers easy access to data, Dynamics® reports, and drill-down
  • Excellent customer service that always responds quickly
  • Ad hoc reports can be built in only a few minutes
  • Ability to drill-down to the invoice images is a significant time saver
Vivid Result: Empowered Managers and Better Insights

Case Study: Bloedorn Lumber

Industry: Home Improvement and Building Supplies

“Vivid allows us to blend financial data with our operational data all in one place with ease.”

Customer Snapshot

  • HQ: Torrington, Wyoming, USA
  • Locations: 27 locations across four states
  • Employees: 320+
  • Current ERP System: Microsoft Dynamics GP®
  • Current Reporting Software: Management Reporter
  • Current Budgeting Software: Manual use of Microsoft Excel®
  • Current Operational System: BisTrack
  • Website: bloedornlumber.com

Main Challenges

  • Branch managers need to open multiple applications in order to view and compare various financial or operational information
  • The budget consolidation process takes approximately two weeks to complete
  • Takes over six hours a week to manually compile data exports from various applications
  • Current financial software is unable to report off operational data
  • Cross visibility and consolidations of working budgets are virtually impossible
  • Viewing historical trends requires researching through prior periods spreadsheets

Objectives

  • Use one solution that allows managers across all locations to view combined financial and operational data across multiple periods
  • Implement consistent and centralized budgeting processes with proper controls and consolidation with historical tracking
  • Find a software that is easy to maintain and accommodates growth

Implementation Highlights

  • Full product implementation was done under 15 hours over the course of two months
  • Remote training access eliminated travel costs
  • Internal staff were able to train 24 branch managers in one hour
  • Solutions were easily integrated due to end user familiarity with Excel®

The Vivid Difference

  • Six to eight hours of manual work a week reduced to minutes of one-click updates
  • Over 80% reduction in reporting and budgeting prep times
  • Eliminated dependency on head offices for information inquiries by providing managers easy access to data, dynamic reports, and drill down options
  • Increased reporting accuracy through consistent formats and real-time data availability
  • Bloedorn staff are able to seamlessly create, update and maintain reports and budgets across all locations 

A Vivid Result: Reporting that stays fast and accurate across multiple locations

Case Study:
Sigma Systems, part of Hansen Group

Industry: Information Technology/Software

“We’re now using Vivid in ways we could not even contemplate before.”

Customer Snapshot

  • HQ: Melbourne, Australia
  • Locations: 31
  • Employees: 1200+
  • Current ERP System: Epicor
  • Website: hansencx.com

Main Challenges

  • Current system was cumbersome to use, had forced formats, and was unsuitable to the needs of their business
  • Without drill down, unnecessary time was spent producing reports for non-finance managers
  • As their business grew, so did their need for a reporting software that is capable of efficiently running many reports simultaneously
  • Current software is no longer supported by Microsoft®
  • Had to export to Excel® and manually format

Objectives

  • Move to a flexible solution and away from outdated technology
  • Implement a software that is intuitive for staff and easy to use
  • Find a software that promotes clarity and builds on existing features such Microsoft Excel®

Implementation Highlights

  • Excellent training and customer service
  • Fast and simple integration with Epicor data
  • Microsoft Excel® interface minimized the learning curve

The Vivid Difference

  • Sigma Systems, part of the Hansen Group, saved two days a month of time for multiple staff members
  • Excellent training and support throughout the implementation for end users
  • Real-time updates for multiple reports and simple one-click drill-down
  • Vivid’s ease of use is a hit with senior staff who are now able to run reports independently
A Vivid Result: An Easy to Use yet Powerful Solution

Case Study: Avinger

Industry: Manufacturing/Medical Devices

“Implementing Vivid has allowed the FP&A team at Avinger to deliver accurate financial reporting in a timely manner to our senior leadership.”

Customer Snapshot

  • Commercial-stage medical device company
  • Headquartered in Redwood City, California
  • 75 employees
  • Manufactures and sells devices for cardiologists, vascular surgeons, and radiologists
  • Uses SAP Business One as their ERP
  • Caters to multiple customer segments in the medical supply industry
  • avinger.com

Main Challenges

  • All reporting was being done manually in Microsoft Excel®
  • Reports were outdated as soon as general ledger transactions were posted
  • Budgeting was a manual process that took over two days a month to complete

Solution

  • Selected Vivid Reports CPM & Flex
  • Using one solution for both financial and operational reporting

The New Reality

  • Went from taking two days to compile financial report to a few minutes
  • Accuracy of reports is reliable since the data is pulling directly from SAP B1
  • Managers are provided prompt and accurate reports with little work involved
  • Able to report off operational real time data in to Excel® from SAP B1
Vivid Result: Automated Reporting and Budgeting that is easy to Update, Refresh, Share, and quickly Analyze

Case Study: Ridley, Inc.

Industry: Manufacturing/Animal Feed

“Vivid Reports is simply the most powerful, flexible, and ultimately usable financial reporting tool I have encountered. I recommend it enthusiastically!”

Customer Snapshot

  • Ridley, Inc., based in Mankato, Minnesota
  • Publicly-traded manufacturer of animal nutrition products
  • Operation includes 40 feed plants, and three divisions made up of multiple companies
  • Employs about 1,000 people; total revenues of $600 million
  • ridleyinc.com

Main Challenges

  • Animal nutrition is a highly competitive industry. Decision-makers need razor-sharp data quickly to react to margin trends
  • Ridley was already using an earlier version of Vivid Reports to produce departmental financial reports, and then decided to move to Microsoft Dynamics AX® in 2008 to streamline their systems
  • A tool was needed to support the ERP migration

The Solution

  • Ridley became an early adopter of Vivid Reports shortly after Microsoft Dynamics AX® was installed
  • Soon after, Ridley added budgeting functionality to their Vivid Reports package
  • Staff required only two days of training

The New Reality

  • Ridley’s senior managers now get current snapshots of key performance indicators in moments, without input from IT or finance staff
  • Vivid Reports has helped Ridley be nimble. Managers are using the reports to make daily decisions to respond to events, instead of waiting until month-end when it might be too late
  • Month-end closing is now one and a half days faster than before
  • Ridley has reduced manual keying by as much as 90%, thereby saving time and reducing the risk of human error
  • Ridley is using Vivid Reports to perform detailed margin analysis. By the end of the first week of the month, executives can predict what margins will look like that month and make appropriate adjustments
  • Management can now collaborate on budgets and planning more efficiently, and with proper analysis and documentation of assumptions
  • Budgets are consolidated on the server in real time

A Vivid Result: Quick access to data for quick decision-making

Case Study: Brett-Young Seeds

Industry: Agriculture/Seed Production

“I can make just about any report I want, and make it look the way I want. Vivid Reports makes my job that much easier.”

Customer Snapshot

  • 75-year-old family owned Global Agribusiness
  • Numerous facilities across Western Canada
  • 200 employees
  • Exports a diverse mix of canola, forage, soybean, and turf seed to 40 countries around the world
  • Also provides a wide range of products and services to the professional turf and reclamation industry
  • Moved from Microsoft Dynamics GP® to MS Dynamics NAV®
  • Invests in new technologies and innovative solutions to stay ahead of the competition
  • brettyoung.ca

Main Challenges

  • Needed a more robust financial reporting solution to help streamline their processes
  • Needed to design several reports that would link together within a single workbook
  • Wanted the ability to format and produce graphs within Microsoft Excel® without having to import the information

The Solution

  • Selected Vivid Reports for Microsoft Dynamics NAV®
  • Initially purchased basic and report builder licenses but have since added budget input functionality

The New Reality

  • Management can now easily monitor the organization’s financial performance
  • Finance team at Brett Young Seeds can utilize their Microsoft Excel® skills to create powerful reports with graphs and the formatting they desire
  • Users can access their reports from a central network folder
  • Users can login to Vivid Reports within Microsoft Excel® to analyze the details

A Vivid Result: Easy Access to Accurate Information

Case Study: Prairie South Schools

Industry: Education

“I don’t get as many questions because anybody that is looking for information can basically find it themselves, rather than all of the accounting information having to come from my office.”

Customer Snapshot

  • Prairie South School Division, Moose Jaw, Saskatchewan, Canada
  • Established in 2006
  • Comprising 38 schools and about 7,000 students
  • Annual budget of $84 million
  • In response to a provincial government initiative, PSSD adopted MS Dynamics NAV®
  • www.prairiesouth.ca

Main Challenges

  • PSSD was using out-of-the-box Dynamics NAV® reporting tools along with Jet Reports® and Microsoft Excel®
  • Building financial reports was difficult: it required learning a new report language and knowing what tables and fields in NAV to access
  • PSSD staff had to copy, paste, and manipulate data to produce budgets and reports. The system was cumbersome and time-consuming, with too much risk of error

The Solution

  • In 2009, PSSD installed Vivid Reports for Dynamics NAV®
  • Accounting staff received two days of training

The Vivid Difference

  • PSSD credits Vivid Reports with allowing them to stay with NAV®. Vivid Reports integrates seamlessly and provides automatic, accurate updates and version control
  • Creating and distributing reports is now easy
  • Users can easily control which information they see
  • Users can still view their information in the familiar Excel® environment
  • Drilling into greater detail is easy and intuitive; calls for assistance to the accounting department have been dramatically reduced, saving the school division time and money
  • The entire process is faster. Some tasks that used to take days, now take hours

A Vivid Result: Budgeting and Forecasting – Speeding up the Process

Case Study: BC Forward

Industry: Global Staffing in IT Consulting and Workforce Fulfillment

"I have over 20 years experience in GP – as a controller, a GP consultant, and a GP admin and I have not seen a better, easier, more flexible reporting tool."

Customer Snapshot

  • Location: Indianapolis, Indiana
  • Employees: >2,000
  •  BC Forward is a global delivery organization with offices in the United States, India, Canada, Puerto Rico, South America, and Europe.
  • Website: bcforward.com

Main Challenges

We purchased Vivid Reports because we needed a solution that allowed for over 400 columns for our job cost reports.

Implementation Highlights

I have to admit it was daunting when I started using it because it does so much, but WOW! It was not difficult to learn. Their training is fantastic and recorded for your future use. We created a small report during training, using our data. Then, when I needed to create my big report I opened the training video and followed it step by step.

Adding the 400+ columns in the report I created literally took less than 2 minutes. In Management Reporter, it would have taken hours. Vivid is in Excel®, so adding columns, rows, formatting, etc. were things I already knew how to do.

My company also includes prior period data in each column of the job cost reports and Vivid handles that easily too – yes, you can have data from more than one period in the same column. We are in the process of implementing GP document attachment and Vivid will allow us to drill down on those documents from within the financial reports. 

The Vivid Difference

Our contact and their support team always responds quickly, which has not been the case with other third party reporting software tools I have used.

Our finance team loves Vivid Reports and we moved everything into it. I would highly recommend that you look into this software. I have over 20 years experience in GP – as a controller, a GP consultant, and a GP admin and I have not seen a better, easier, more flexible reporting tool.