Case Study: Healix Infusion Therapy achieves faster, more flexible consolidated reporting with insightsoftware Spreadsheet Server

Infusion Management Services Company Benefits from the Accessibility of Spreadsheet Server

Healix Infusion Therapy faced an outdated reporting process that relied on Microsoft FRx and extensive Excel manipulation, which limited report design flexibility and tied the team to slow, analyst-dependent workflows. Looking for a more flexible, centralized reporting solution, Healix evaluated options and adopted insightsoftware’s Spreadsheet Server to bring reporting directly into Excel.

Using insightsoftware’s Spreadsheet Server, the Healix finance team created flexible, Excel-based reports and expanded their KPI package from five pages to 20 pages while cutting production time to about two days. The solution reduced dependence on business analysts, enabled rapid ad hoc and executive reporting, and produced the company’s first consolidated operating and volume metrics report, improving speed and reporting quality.

Healix

Wayne Nguyen

Director of Financial Planning and Analysis