Case Study: BSK Associates saves hours and gains trusted automated reporting with insightsoftware Spreadsheet Server

Engineering Consultancy Saves Hours After Implementing Spreadsheet Server

BSK Associates, a California engineering consultancy operating across seven West Coast locations, struggled to produce timely, trusted financial reports after splitting between Deltek Vision (cloud) and an on‑premise SQL Server ERP. Relying on Crystal Reports and SSRS meant costly external consultants, long delays, and manual Excel data dumps that introduced errors and heavy IT involvement. To address this, BSK implemented insightsoftware’s Spreadsheet Server.

insightsoftware’s Spreadsheet Server brought live connections to multiple data sources inside Excel, letting Accounting build, refresh, and automate reports without coding or constant IT support. The change immediately saved hours: a report that used to take 20 minutes to rekey for five cost centers now refreshes instantly, a weekly Laboratory Supplies Report is fully automated, and IT time spent on reporting has been significantly reduced while stakeholders gain one trusted source of truth.

BSK Associates

Kris Morton

Chief Information Officer