Case Study: Perkins Builders simplifies financial reporting with insightsoftware Spreadsheet Server

insightsoftware Training and Support Help Perkins Builders Maximize Its Spreadsheet Server Investment

Perkins Builders, a large Western Australia–based commercial construction company, needed to streamline financial reporting as Group Finance Manager Octavia Woodfield adapted to a new ERP and unfamiliar processes. The team used Viewpoint Vista for ERP and insightsoftware’s Spreadsheet Server for reporting, but its existing reports were difficult to use and required too much manual effort.

Using insightsoftware’s Spreadsheet Server, along with product training and support, Perkins Builders built pre-formatted and custom Excel-based reports that pulled real-time data directly from Vista. The result was a much faster reporting process—tasks that once took hours can now be completed in minutes—and Octavia was able to expand from financial reporting into payroll reporting and begin planning improved project reporting as well.

Perkins Builders

Octavia Woodfield

Group Finance Manager