Case Study: Worldwide Facilities achieves faster, self-service financial reporting and rapid GL-to-subledger drill-downs with insightsoftware

Insurance Broker Finds insightsoftware the Ideal Self-Service Financial Reporting Solution for Oracle ERP Cloud

Worldwide Facilities, an independent national wholesale insurance broker operating from over 35 offices, struggled with Oracle ERP Cloud’s out‑of‑the‑box reporting (Financial Reporting Studio and Essbase) after going live in 2020. The finance team found those tools lacked flexibility and reliable drill‑through detail, so they selected insightsoftware as a self‑service financial reporting solution to give finance more functionality and an intuitive Excel interface.

insightsoftware delivered an Excel‑based reporting solution with built‑in drilldowns to subledger transactions and near‑real‑time data, making ad hoc variance analysis and reconciliations much faster. Worldwide Facilities reported measurable improvements—account detail retrieval in under 30 seconds versus several minutes with native tools—easier pivot‑ready data, dynamic account hierarchies, and clear productivity gains; the team is now building repeatable roll‑forward reports to drive further time savings.

Worldwide Facilities

Gavin Humason

Assistant Controller