Case Study: City of Farmington achieves real-time Excel financial reporting and cuts report creation from weeks to hours with insightsoftware Spreadsheet Server

Financial Analyst was able to save time on report creation, enabling her to spend more time on learning and providing insights to senior management

The City Of Farmington, New Mexico — whose Electric Utility System covers 1,718 square miles and serves about 45,000 customers — struggled with time‑consuming manual reporting: finance staff used EZ‑Pickins to pull AS/400 data into Excel, then spent days cleaning and reconciling ~900‑page reports with VLOOKUPs. Financial Analyst Olena Erickson needed a self‑service solution she could use without heavy SQL coding, so the team selected insightsoftware’s Spreadsheet Server.

insightsoftware implemented Spreadsheet Server to deliver live, direct ERP data in Excel with out‑of‑the‑box and customizable reports, enabling rapid drill‑downs and automated distribution. Within days the team built over 200 reports, engineers began self‑serving their data, and 42 reports that once took two weeks to assemble now take two hours — freeing Olena to focus on analysis, learn SQL/VBA, and provide timely insights to executives.

City Of Farmington

Olena Erickson

Financial Analyst