Case Study: Planes Companies achieves simplified, faster reporting and improved management visibility with insightsoftware's Spreadsheet Server

Midwest Moving and Storage Company Chooses Simplified Reporting with Spreadsheet Server

Planes Companies, a Midwest moving and storage company, faced cumbersome FRx-based reporting that required printing, manual reconciliation, and two full days to distribute monthly reports. When FRx support ended, Controller Mark Geis and IT searched for a better option and chose Spreadsheet Server from insightsoftware to simplify and modernize their reporting process.

insightsoftware’s Spreadsheet Server linked live data into Excel so Geis’ team can refresh multi-year reports with a click, update 20-slide financial presentations automatically, and handle ad hoc requests instantly. The change turned processes that once took hours into about five minutes, eliminated manual retyping, improved management visibility, and dramatically reduced monthly reporting time.

Planes Companies

Mark Geis

Controller