Case Study: Stoltz Management achieves a 75% reduction in report compilation time with insightsoftware's Spreadsheet Server

Stoltz Management leveraged Spreadsheet Server with Yardi ERP to create new and unique reports in house

Stoltz Management, a real estate and property‑management company overseeing 65 properties, relied on Yardi for data but struggled to get the reports they needed—custom changes were slow and expensive. In 2017 they adopted Spreadsheet Server from insightsoftware to give finance direct control over reporting and reduce dependence on vendor-built reports.

Using insightsoftware’s Spreadsheet Server (with tools like Query Designer and Distribution Manager) Stoltz rebuilt monthly asset‑management and budget packages, automated report compilation and distribution, and created new operational reports (e.g., vehicle lookups, resident birthdays). The change cut asset‑management report compilation from 20 hours to 5 hours (a 75% reduction), eliminated manual copy‑and‑paste work, and freed senior accountants for higher‑value tasks.

Stoltz Management

Erin Smurkowski

Assistant Controller