Case Study: Optimus Business Transformation achieves record revenue growth and streamlined reporting with insightsoftware Jet

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Preview of the Optimus Business Transformation Case Study

insightsoftware Partner Grows Business and Provides Added Value to Customers Through Offering Jet Products

Optimus Business Transformation, a Microsoft ERP consulting firm, needed a way to reassure customers migrating to Dynamics 365 Business Central who feared losing historical data and were frustrated with inflexible Management Reporter and manual spreadsheet-based budgeting. To fill those gaps, Optimus partnered with insightsoftware and added Jet Reports and Jet Analytics to its offerings.

Using insightsoftware’s Jet Analytics to bring legacy data into pre-built cubes and Jet Reports for flexible financial reporting and budgeting, Optimus enabled seamless reporting across historical and 365BC data, self-service finance reporting, and automated budgeting — cutting budget build configuration from two months to two weeks and compressing the full budget cycle to three weeks. The partnership drove measurable business impact: record revenues (last quarter exceeded Q3 2019), 90% of new RFPs include Jet, a new 10-person BI practice, and faster implementations (typically one week to three months).


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Optimus Business Transformation

Hector Negron

Managing Director


insightsoftware

402 Case Studies