A specialized economic consulting firm with 75+ employees and 20+ practice groups had outgrown their systems. They were running on a bespoke setup with QuickBooks and custom APIs that required constant break-fix work. Month-end close took 4 weeks. Practice group leaders couldn’t see utilization, WIP, or billing lag. The finance team spent most of their time chasing data instead of analyzing it
Assessed the current environment and mapped the path to a governed ERP model
Implemented Sage Intacct across 75+ users
Built dashboards for 20+ practice groups, AP, Admin, HR, and Executive teams
Created ~35 custom reports tied to operational metrics (utilization, WIP/unbilled, billing lag, AR/AP, margin)
Designed permissions, controls, and close workflows that the team could own
| Metric | Before | After |
|---|---|---|
| Month-end close | 4 weeks | 2 weeks |
| Dashboards shipped | 0 | 30+ across all teams |
| Custom reports | Manual/scattered | ~35 standardized |
| IT/Ops capacity redeployed | – | ~$650K/yr shifted to revenue-linked work |
