Case Study: Davis & Shirtliff reduces monthly reporting from 5-6 days to under an hour with insightsoftware's Jet Analytics

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Preview of the Davis & Shirtliff Case Study

Finance Director Cuts Days from Monthly Reporting Process with Jet Analytics Business Intelligence

Davis & Shirtliff, the leading supplier of water-related equipment in East Africa, faced slow, disconnected reporting tied to their Dynamics NAV system: teams relied on manual spreadsheets not linked to NAV, and only developers could produce complex reports. Finance Director George Mbugua reported that preparing monthly management accounts took five to six days. To address this, the company engaged insightsoftware and implemented Jet Analytics.

insightsoftware’s Jet Analytics — chosen for its ease of deployment and NAV compatibility — gave Excel-savvy users direct access to sales, orders, stock, AR/AP, and financial data, eliminating developer bottlenecks and automating scheduled report delivery. The solution freed resources and sped decision-making: monthly management accounts that once took five to six days now generate in under an hour, with executives receiving timely, actionable business intelligence.


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Davis & Shirtliff

George Mbugua

Finance Director


insightsoftware

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