Case Study: The University of North Carolina at Chapel Hill streamlines financial reporting with Spreadsheet Server

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

The University of North Carolina at Chapel Hill’s finance team needed a better way to manage complex PeopleSoft reporting across many university segments. Using Spreadsheet Server, they were stuck with static nVision reports, manual Excel adjustments, and slow IT-dependent updates that made variance analysis and year-end reporting time-consuming and hard to trust.

Spreadsheet Server from insightsoftware connected directly to UNC’s production PeopleSoft environment, giving finance self-service access to real-time data in Excel. The team cut a four-hour daily year-end reporting process down to an instantaneous workflow, improved audit confidence, and streamlined budgeting by generating 41 budget files with a single click.

The University of North Carolina at Chapel Hill

Sheri Olson

Senior Financial Reporting Business Analyst