Case Study: Sage Group plc achieves a streamlined monthly close and single source of truth with insightsoftware's CXO Software

CXO Software Helps Finance Team Tackle Reporting More Effectively

Sage Group plc, a global technology company, struggled with a disjointed month-end close and inconsistent management reporting: teams across time zones ran Excel-based reports in different currencies and formats, leading to different numbers and a 12-business-day close despite using Oracle Hyperion Financial Management (HFM). To standardize reporting and tell a more compelling financial story, Sage implemented CXO Software from insightsoftware.

insightsoftware deployed CXO Software quickly (a specialist on site for a week) to rebuild reports, standardize commentary and drive executive-led adoption; usage rose from about 40–50% to roughly 90%. Measured impacts include cutting a 31-hour HFM consolidation/re-sync to 4 hours via the HFM adaptor, sub-second real-time report refreshes, a reliable single source of truth, region monthly calls moved to working day 6, and a streamlined close and review process across the business.

Sage Group plc

Andrew Murphy

Financial Systems Manager