Case Study: National Heritage Academies reduces reporting time from hours to minutes with Spreadsheet Server

Education Management Experts Reduce Reporting Process from Hours to Minutes with Spreadsheet Server

National Heritage Academies, an education management organization, needed a faster and more independent way to handle reporting. Before using Spreadsheet Server from insightsoftware, its accounting team depended heavily on IT to build reports and queries in Infor Lawson, and generating a single report could take about an hour.

With Spreadsheet Server, National Heritage Academies was able to create monthly reports directly in spreadsheets, automate distribution to schools, and connect data from the general ledger through AP invoice details without repeatedly drilling into Lawson. The result was a dramatic improvement in efficiency: Spreadsheet Server reduced reporting time by 91%, cutting the process from about one hour per report to roughly 5 minutes per school.

National Heritage Academies

Laura McDowell

Accounting Systems Analyst