Case Study: University of North Carolina at Chapel Hill achieves instantaneous financial reporting and streamlined budgeting with insightsoftware's Spreadsheet Server

University's 4-Hour Reporting Process Becomes Instantaneous with Spreadsheet Server

The University of North Carolina at Chapel Hill faced slow, inflexible financial reporting from its Oracle PeopleSoft system: nVision produced static, point-in-time outputs managed by IT, forcing finance staff to run multiple queries and manually reconcile Excel files, eroding trust and costing hours each day. To regain ownership and agility, UNC turned to insightsoftware and its Spreadsheet Server product.

insightsoftware implemented Spreadsheet Server (connected directly to UNC’s PeopleSoft production environment) and the finance team immediately rebuilt income statements, balance sheets and supporting schedules. The change eliminated a four-hour daily report-prep cycle—reports are now available instantly in Excel with drillback for variance validation—and expanded into budgeting where Spreadsheet Server generated 41 files with a single click, streamlining data collection and improving auditability.

University of North Carolina at Chapel Hill

Sheri Olson

Senior Financial Reporting Business Analyst