Case Study: Baptist Health Maintains Reporting Continuity with Spreadsheet Server from insightsoftware

Baptist Health Maintains Continuity During Infor FSM Migration With Spreadsheet Server

Baptist Health, a healthcare system with 13 hospitals and more than 200 clinics, needed to migrate from Lawson to Infor FSM without disrupting finance reporting or month-end close processes. The challenge was maintaining continuity during an ERP transition while still giving its accounting team access to current data and flexible reporting in Excel. The vendor, insightsoftware, provided Spreadsheet Server to support that need.

With insightsoftware’s Spreadsheet Server, Baptist Health was able to connect to both Lawson and Infor FSM at the same time, keeping reporting running throughout the migration. The solution delivered near-real-time data updates in a one- to three-hour window, eliminated manual data reformatting, and allowed reusable Excel-based reports to roll forward each period. According to Baptist Health, the migration “didn’t slow us down at all,” and month-end close timelines were maintained without delays.

Baptist Health

Darla Cruz

Accounting Manager