insightsoftware
402 Case Studies
A insightsoftware Case Study
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).
Hector Negron
Managing Director