Who we work with

We work with business owners and managers, who believe their businesses are primed for success. Individuals who believe in themselves, their colleagues and that with the NetSuite or SalesForce.com solution they will create the results they desire. We work with private corporations, family run businesses, and even a few enterprising non-profits. Our focus is on the whole organization, we are not just implementing an accounting package! Our systems are enterprise wide. Your results will be spectacular!

Ask yourself a few questions

• Your business doesn't always achieve its financial strategic goals. There is so much work going on that the customer is forgotten. Processes are haphazard and more time is spent updating spreadsheets than doing business. More people don't seem to be making things any better. Who is keeping score? Of what? And with what?
• Your company has multiple IT applications operating, accounting, inventory, project managemnt, a web-store, data is passed around on spreadsheets or paper. Not all the functional or business experts in the business agree on the data and a path forward. Individual departments have created their own solutions, mostly on Excel.
• Your IT department's budget exceeds all understanding and keeps growing year in and year out. More people, more applications, more consultants, more services.
• Your company has just merged with a competitor and your team is now made up of people from both companies. No one knows where the data comes from? How to combine IT systems? How does everyone work together from a single set of real time data? Can they?
• Your company is bleeding red ink and you need a new strategy and execution to turn the situation around. Every member of the management team needs to be on board to ensure the turnaround is successful. Everyone needs to have instant access to the KPI's to drive success. Do they have them?
• You are a small business owner with a small staff to support you. It is important that everyone in your company operates as one. Do you all have access to the latest data and information? Can you act on it from anywhere, at any time?

Our Ideal Client

Generally, we have found that companies that use our services are in sound financial position, realize there is room for improvement and appreciate that there are no quick fix solutions. They have a true desire to achieve their strategic goals and a passion for what they do. They are motivated but realize they need help to achieve their objectives in the desired time frame.

Clients

Click here to see a list of Netsuite customers

Click here to see a list of QPR customers

Click here to see a list of Best Year Yet clients

Click here to see a partial list of One Page Business Plan clients

Case Studies

Financial Services Sales Team
Problem: Technical support team and billing department on different platforms. Charges were being missed, paperwork overflowing.
Results: The result: With both departments on the same platform NetSuite has ensured that billable work doesn’t get lost in paperwork, and actually gets charged. A 25 percent boost in professional services revenues, “at least a couple hundred thousand dollars,” according to the Chief Financial Officer.

Division of a global textile company
Problem: IT Systems were too complex, too expensive and not delivering results.
Results: Implemented NetSuite on demand ERP system, ensured $1,000,000 in annual savings and have all the relevant information available anytime via the web.

Financial Services/Real Estate Services Company
Problem: Extended billing cycle causing cash-flow stress!
Results: With NetSuite, the Company has been able to reduce its billing cycle from four days to six hours. "We now get invoices out on the 2nd or 3rd of the month, instead of the 15th, which has had a major positive effect on our cash flow," says VP Technology & Process Management. The billing cycle is now so efficient, they are able to send out a second batch of invoices each month, for past-due accounts. This helped reduce receivables by 22 percent, in just two months.

Wholesale/Distribution, eCommerce Business
Problem: Transaction charges on Yahoo! Store and eBay were reducing margins significantly, IT fees were out of control, shipping was a nightmare!
Results: A cost-effective Web site wasn't simply a luxury for Utility Safeguard; it was a necessity. With NetSuite, it is also a reality. The company saves between $50,000 and $100,000 a year just in transaction fees on its Web-based sales — fees it would have had to pay if it had opted to run its site through Yahoo! Store or eBay. By enabling easy site modifications and updates, Utility Safeguard saves another $100,000 in site maintenance costs. Add to that another $70,000 a year in IT costs eliminated by NetSuite, not to mention a 50 percent increase in productivity by having NetSuite integrated with FedEx Shipping.

A multi-branch franchise
Problem: With branches all over the country it was difficult for the owner to keep track and for the branch managers to know what the other branch managers were doing.
Results: Each branch manager developed their own Plans and outlined their objectives for the year. The entire team was aligned and focused on definite KPI's. NetSuite was implemented by the owner to track all results online. With this combination their future has never looked brighter!