Case Study: Healix Infusion Therapy streamlines reporting with Spreadsheet Server

Infusion Management Services Company Benefits from the Accessibility of Spreadsheet Server

Healix Infusion Therapy, an infusion management services company, was struggling with an outdated reporting process. The finance team relied on Microsoft FRx to pull data from Microsoft Dynamics SL and then spent significant time manipulating it in Excel. Wayne Nguyen, Director of Financial Planning and Analysis, wanted a more flexible, Excel-based reporting tool and a central repository for both financial and operational data.

Healix implemented Spreadsheet Server from insightsoftware, which lived directly in Excel and gave the team much greater flexibility and accessibility. With Spreadsheet Server, the KPI report grew from 5 pages to 20 pages, and Nguyen said he could now produce it in just two days of work. The solution also reduced reliance on business analysts and enabled faster creation and refreshing of ad hoc reports and executive reporting packages.

Healix Infusion Therapy

Wayne Nguyen

Director of Financial Planning and Analysis