Automated Reporting Solution Enables CFO to Save 300+ Hours over Previous Processes
Challenges
The business challenges that led the profiled company to evaluate and ultimately select insightsoftware:
- Struggled with the following reporting tasks before implementing Spreadsheet Server:
- Accessing applicable data
- Rekeying data from the ERP system into spreadsheets
- Manual, multi-step reporting processes
- Difficulty creating specific property management reports in a timely manner
- Organization required 25% of their IT support and/or ERP resources
Use Case
The key features and functionalities of insightsoftware that the surveyed company uses:
- In addition to Financials/GL, the organization uses Spreadsheet Server for reporting:
- Commercial management data
- Tenant analysis data
- Property management data
- Construction management data
- Uses Spreadsheet Server to help automate the following reports:
- Rent roll reports
- Lease expiration/renewal reports
- Job cost analysis reports
- Uses Yardi for their ERP
Results
The surveyed company achieved the following results with insightsoftware:
- Saved >300 reporting hours per year after implementing Spreadsheet Server
- Automated 10-50 reports with SpreadSheet Server
"Overcoming a very cumbersome report writer embedded within the ERP system has allowed us to write meaningful reports."
