Case Study: Thermal Engineering LLC achieves faster project reporting and greater visibility with insightsoftware Spreadsheet Server

Thermal Engineering Increases Project Visibility with Spreadsheet Server

Thermal Engineering LLC, a Salt Lake City-based engineering firm specializing in radiant heating, snowmelt, HVAC, and plumbing systems, needed a better way to track projects and manage financial reporting. Before working with insightsoftware, the team relied on time-consuming manual reporting in QuickBooks, which made it difficult to quickly analyze budget vs. actual performance and gain clear visibility into project status.

insightsoftware’s Spreadsheet Server, integrated with Viewpoint Vista, automated Thermal Engineering’s reporting and brought project and financial data directly into Excel. The result was a 90% reduction in report creation time, with custom reports now taking less than 10 minutes instead of four to six hours, plus improved collaboration, refreshable reports, and more confident data-driven decision-making.

Thermal Engineering LLC

Aron Frailey

Senior Engineer