green hero

insightsoftware: financial reporting, bi, budgeting & epm software

Financial reporting software development by Milies outsourcing house
locationNorth Carolina, USA
duration2020 – 2022
tech stackc#, wpf, wcf, .net core, windows authentication, sql, azure
industryfintech

about insightsoftware

Insightsoftware provides financial reporting, analytics, and enterprise performance management (EPM) solutions. It is designed to help organizations streamline financial planning and analytics (FP&A), enhance business intelligence (BI), and improve overall performance management through EPM software.

Insightsoftware solutions integrate with various financial systems, enabling users to access and analyze their financial data more efficiently, boosting productivity, visibility, accuracy, and compliance.

As a reputable Microsoft partner, Insightsoftware created an Excel ribbon tool that enables users to create formulas and queries, which are translated and executed across different data sources such as Power BI and SQL.

the need

Insightsoftware faced the challenge of enhancing a large and complex legacy finance software system that had evolved over the span of two decades. Understanding the complexity of the project, they decided to engage the expertise of seasoned back-end developers and architects.

This strategic move not only aimed to navigate the intricacies of the existing software but also to efficiently expand their development capabilities in a cost-effective manner.

The goal was to scale up the project while tapping into the extensive experience that the skilled software developers from Milies could bring to the table.

Business intelligence software development for Insightsoftware
Budgeting software development by Milies software development company
EPM software development by Milies software outsourcing team

the solution

Milies provided a team of back-end software developers and architects, whose swift comprehension of the project's essence allowed them to seamlessly immerse themselves in the task and deliver outstanding results.

Our experts customized the authentication processes of the solution, skillfully incorporating query builders for a diverse range of Excel commands and formulas, as well as integrating them with numerous data providers.

The team Milies also added Windows authentication and impersonation, as well as designed a framework for external authentication and authorization for the providers to have scalable and smooth system.

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