Case Study: Royal Oaks achieves simplified financial reporting and 10x productivity with insightsoftware (Jet Reports)

CFO Simplifies Financial Reporting by Replacing Management Reporter with Jet Reports

Royal Oaks Retirement Community, led by CFO Carter Smitherman, was struggling with slow, error-prone financial reporting after a decade on Microsoft Dynamics GP and Management Reporter. With nearly 10 data sources, creating accurate consolidated reports required countless repetitive steps for each department. To simplify reporting, Royal Oaks turned to insightsoftware and implemented Jet Reports, a reporting solution built directly inside Excel.

insightsoftware’s Jet Reports gave departmental heads a flexible, self-service way to access real-time financial and operational data, allowing teams from food services to HR to build their own reports. The change made Royal Oaks far more responsive, increased productivity tenfold, improved operational visibility, and enabled better strategic planning and process efficiencies across the retirement community.

Royal Oaks

Carter Smitherman

CFO