Case Study: Renaissance Learning achieves smooth, accurate NetSuite migration and faster reporting with insightsoftware Spreadsheet Server

SaaS Company Employed Reporting Tool for Smooth Migration to NetSuite ERP

Renaissance Learning, a Wisconsin-based SaaS company known for Accelerated Reader and STAR assessments, faced the challenge of replacing legacy FRx reporting during an ERP migration from Epicor to NetSuite. VP Global Controller Ted Wolf selected insightsoftware’s Spreadsheet Server—an Excel-based reporting tool—to maintain reporting continuity, preserve historical data integrity, and avoid manual rekeying during the move.

insightsoftware implemented Spreadsheet Server’s Epicor and new NetSuite connections so the team could run, compare and validate year‑long transaction histories, replicate segment lists and category codes, and automate reports in Excel. The migration preserved millions of records with consistent reporting, cut four to six hours of processing time monthly, shortened the close cycle by a full day, and saved about 1.5 reporting days per month, while enabling real‑time updates and more value‑added finance work.

Renaissance Learning

Ted Wolf

VP Global Controller