Case studies
Real implementations. Measurable results.
A sample of the work we have done for mid-market companies across manufacturing, professional services, distribution, and financial services.
Multi-entity ERP consolidation cuts close cycle from 18 days to 5
A $120M contract manufacturer operating across four subsidiaries was running a patchwork of legacy systems and spreadsheets. We led a full NetSuite multi-entity implementation with intercompany eliminations, consolidated reporting, and a custom WIP module — delivering a single source of truth across the organization.
Project-based billing overhaul drives 98% invoice accuracy for consulting firm
A 200-person management consulting firm was losing revenue to billing errors and delayed invoices tied to a disconnected time-tracking and ERP setup. We implemented Sage Intacct with full project accounting, automated revenue recognition, and a direct integration to their PSA platform.
Sales Cloud rollout increases pipeline visibility and cuts deal cycle by 30%
A regional industrial distributor with 80 outside reps had no CRM — deals lived in email and individual spreadsheets. We implemented Salesforce Sales Cloud with a custom quoting workflow, territory management, and a real-time dashboard for sales leadership.
Dynamics 365 Finance replaces legacy system for $300M RIA in under 8 months
A registered investment advisor managing $300M AUM needed to replace an end-of-life accounting system without disrupting operations. We delivered a full Dynamics 365 Finance implementation with custom fee billing, regulatory reporting, and a phased data migration from the legacy platform.
SuiteCommerce integration eliminates manual order entry for DTC brand
A fast-growing direct-to-consumer brand was manually re-keying hundreds of daily orders from their Shopify storefront into a disconnected ERP. We built a real-time NetSuite-Shopify integration with automated order flow, inventory sync, and 3PL fulfillment triggers.
Fund accounting implementation restores audit confidence for $40M nonprofit
A $40M human services nonprofit was managing 60+ restricted grants across three programs in a general-ledger system not built for fund accounting. We implemented Sage Intacct with dimensional reporting, grant tracking, and automated allocations — giving the CFO real-time visibility into every fund.
Client names are withheld to protect confidentiality. Results are representative of actual engagements and may vary based on company size, complexity, and scope.
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