Automated Reporting Solution Enables CFO to Save 300+ Hours over Previous Processes

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

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

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