Case Study: McCorkle Nurseries cuts budgeting and cashflow planning from months to hours with insightsoftware (Bizview)

Leading Plant Nursery Saves Months of Budgeting and Planning by Enhancing Jet Reports with Bizview

McCorkle Nurseries, a full-service grower serving retail, wholesale and landscape customers, struggled with a fragmented, spreadsheet-driven budgeting and planning process tied to legacy templates and heavy manual intervention after moving to Dynamics 365 Business Central. Already using insightsoftware’s Jet Reports for Excel-based reporting, the finance team — led by Accounting Manager Tara Pounds — needed a solution to eliminate manual data entry, reduce errors, and speed up cashflow and forecast planning.

insightsoftware implemented Bizview integrated with Jet Reports and Dynamics BC, consolidating inputs, live actuals and planning forms into a single, real-time platform. The change cut cashflow and forecast planning from about three weeks to a couple of hours, saved roughly three days of budgeting work per month, reduced the annual budget cycle from months to about two weeks, and enabled 90% faster scenario modeling and immediate variance analysis — eliminating manual data dumps and improving accuracy and collaboration across the organization.

McCorkle Nurseries

Tara Pounds

Accounting Manager