Case Study: National Heritage Academies cuts reporting time from 1 hour to 5 minutes per school with insightsoftware's Spreadsheet Server

Education Management Experts Reduce Reporting Process from Hours to Minutes with Spreadsheet Server

National Heritage Academies, an education services organization, relied on Infor Lawson and Lawson Business Intelligence for reporting and depended on IT to build queries and reports. Seeking to free the accounting team from IT dependence, speed up report generation, and eliminate repetitive drilling in Lawson, they turned to insightsoftware’s Spreadsheet Server to give users direct access to data and streamline reporting.

insightsoftware implemented Spreadsheet Server integrated with Lawson to build and automate monthly reports, distribute them to each school, simplify ACH vendor payments, and let finance connect tables for deeper detail from the General Ledger through AP invoice descriptions. The solution cut reporting time from about one hour per report to roughly 5 minutes per school, automated report delivery, and significantly reduced the IT reporting burden.

National Heritage Academies

Laura McDowell

Accounting Systems Analyst