A consulting firm in the life sciences sector specializing in clinical development, regulatory compliance, and quality assurance, operated as a moderately profitable firm using QuickBooks for financials and NetSuite’s OpenAir for project management.
The problem: disconnected systems created a fractured view of their business. They could see budget vs. actual project data OR company-wide financial margin information—but never together.
Replaced QuickBooks and NetSuite OpenAir with Sage Intacct
Integrated Salesforce CRM and Nexonia
Designed blended-rate consultant billing model
Built real-time dashboards replacing 20-tab Excel files
Automated AP and invoicing across 120+ monthly invoices
| Metric | Before | After |
|---|---|---|
| Monthly close | 20 days | 10 days |
| DSO | 120 days | 68 days |
| Utilization | ~50% | 68% |
| Project margins | Baseline | +12% |
| New profit | – | $4M |
| Monthly cash flow | – | $1M |
| Write-offs | 3% | ~0% |
