Baptist Health used Spreadsheet Server to maintain access to critical financial and operational information during a complex enterprise resource planning (ERP) migration.

One of Arkansas’s leading healthcare providers, Baptist Health operates 13 hospitals and more than 200 clinics. The organisation needed to move from its legacy Lawson ERP system to Infor Financials and Supply Management (FSM) without disrupting essential reporting processes.

How Did Baptist Health Maintain Reporting During Its ERP Migration?

ERP migrations can create significant reporting challenges. Data may need to be reformatted, existing reports rebuilt and employees trained to use unfamiliar systems. These changes can delay reporting and place additional pressure on finance and operational teams.

Spreadsheet Server helped Baptist Health manage this transition by integrating with both its legacy Lawson system and the new Infor FSM platform. This connectivity gave teams continued access to near-real-time financial and operational data throughout the migration.

Because employees could continue working within the familiar Microsoft Excel environment, Baptist Health reduced the need for extensive retraining. Existing reports could also be adapted for the new ERP system, limiting the time and resources required to recreate them.

What Reporting Improvements Did Spreadsheet Server Provide?

Spreadsheet Server’s automated roll-forward functionality allowed reports to be updated for each new reporting period without being rebuilt manually. This helped streamline recurring reporting activities and reduced the administrative burden on finance teams.

During critical reporting periods, reports could be refreshed within a one- to three-hour window. Without Spreadsheet Server, updates would only have been available once per day. More frequent access to current information was particularly valuable during month-end closing, when finance teams needed to investigate results and respond to questions quickly.

Spreadsheet Server also enabled Baptist Health to analyse data across its healthcare network. Teams could examine information at different organisational levels, from the performance of an individual clinic to consolidated results across the wider organisation.

Key benefits included:

  • Continued access to data during the ERP migration
  • Integration with both the legacy and new ERP systems
  • Less need to rebuild existing financial reports
  • Reduced employee retraining requirements
  • Faster report updates during critical reporting periods
  • Automated roll-forward for recurring reports
  • Flexible analysis across hospitals, clinics and the organisation as a whole

What Can Organisations Learn From Baptist Health’s ERP Migration?

Baptist Health Accounting Manager Darla Cruz highlights Spreadsheet Server’s usability and the support provided throughout the transition. The platform has become an important tool for maintaining data accuracy, reporting efficiency and access to current information.

The Baptist Health case study demonstrates how connecting a familiar reporting environment to both legacy and replacement ERP platforms can reduce disruption during migration. Download the case study to learn how Spreadsheet Server supported reporting continuity and more timely, data-informed decision-making throughout the transition.