Client Case Study: Financial Systems in Direct Primary Care
Client Case Study: Financial Systems in Direct Primary Care Direct Primary Care is one of the fastest-growing models in American healthcare.Members pay a flat monthly fee and get direct, unlimited access to a primary care physician. “Good for patients, but honestly and genuinely complex to operate at scale.” A few years ago, a multi-state Direct…
- March 7, 2026
CLIENT CASE STUDY: ALLOCATION AND AMORTIZATION CUSTOMIZATION FOR NETSUITE
CLIENT CASE STUDY: ALLOCATION AND AMORTIZATION CUSTOMIZATION FOR NETSUITE This particular Wealth Management and Advisory Firm needed a clean way to reclass and allocate transaction impacts across departments and partner teams inside NetSuite, without turning month-end into a spreadsheet endurance test. They wanted a workflow where finance could filter the right lines, select what to…
- January 20, 2026
Operationalizing a Sales Process in NetSuite
Operationalizing a Sales Process in NetSuite Most companies already have a sales “process.” It lives in a slide deck. Or a Notion page. Or the collective memory of three senior people who are always on a plane. Our client in this story was different (name redacted for privacy purposes!). They are a #B2B hardware and…
- November 24, 2025
Thinking about NetSuite FSM?
Thinking about NetSuite FSM? There are two ways to run Field Service: Just hope that the “first available”tech sticks the landing. Ooooor design a flow where the right certified person shows up with the right parts, proves the work on mobile, and finance invoices without drama. We like the second path a little bit more….
- October 25, 2025
Case Study – Accessories Retail Company
(The names, dates and entities have been changed/redacted to protect the privacy of the parties involved) Imagine implementing a powerful new accounting system …to modernize your business operations, only to find yourself facing unexpected challenges just months later. This was the reality for Retail Company, a leading name in the accessories and apparel industry, when…
- November 14, 2024