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402 Case Studies
A insightsoftware Case Study
Caymas Boats, a custom fiberglass fishing boat manufacturer, needed to modernize reporting and reduce manual work and costly reliance on third‑party consultants. The team had been using Epicor ERP and Epicor XL Connect but found report changes required external technical expertise, so they chose Spreadsheet Server from insightsoftware to get a more user‑friendly, self‑service reporting solution.
insightsoftware implemented Spreadsheet Server (as an early cloud adopter) and after one training session Caymas converted all reports and began seeing value in days. The change cut average monthly reporting time by about one hour and can save up to 15 hours when adding a new GL account, eliminated consultant dependency, improved drill‑downs and GL visibility, and sped distribution of management reports.
Tyler Smith
Senior Accountant