Insight | October 28, 2026
Why Client and Project Delivery Data Belongs in the Same System as Your Financials
EPM consulting helps organizations improve the planning, forecasting, reporting, and data processes that support FP&A.
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Insight | October 23, 2026
Questions to Ask Before Selecting an ERP System
Taking time to answer a few foundational questions first makes the selection process much clearer and improves the odds of choosing a system that supports your organization for years to come.
Team Member
Jake Waters
Jake is a Senior Manager of Solution Engineering specializing in the financial services industry, including banking, credit unions, real estate, …
Insight | October 22, 2026
Do You Need an ERP? 5 Signs You’ve Outgrown Your Current Software
A company can run successfully on the same software for years before cracks begin to show.
Insight | October 21, 2026
NetSuite vs. Restaurant365: Choosing the Right Platform for a Growing Restaurant Group
Before choosing a platform, document the operational workflows your teams depend on and the reporting requirements leadership expects the system to support.
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Our Team
Insight | October 16, 2026
NetSuite Integration Capabilities
Learn how NetSuite’s integration capabilities help your teams spend less time moving data between systems and more time using it.
Insight | October 13, 2026
Is Your Technology Losing You Donors? What Outdated Systems Really Cost Nonprofits
As your nonprofit grows, keeping track of donor information becomes harder when the systems supporting fundraising, reporting, and day-to-day operations do not work together.
Insight | October 9, 2026
When Is the Right Time to Start Thinking About and Deploying an FP&A Solution?
An FP&A solution can help when budgeting, forecasting, reporting, and scenario planning require too much manual effort for your team to keep supporting them the same way.
Insight | October 8, 2026
How to Manage Contract Cost and Contract Status Reporting in NetSuite
Understanding whether a contract is performing as expected requires visibility into labor costs, indirect expenses, billings, funding, and project activity throughout the life of the contract.
Insight | October 5, 2026
What Is the Difference Between a Business System Assessment and a Technology Audit?
If you’re evaluating a major technology decision, you may hear terms like Business System Assessment and Technology Audit used in the same conversations.
Webinar | October 1, 2026
AI Without Patient Data: Practical Healthcare Finance Use Cases in NetSuite
Healthcare finance teams don’t need patient or clinical data to start using AI, the financial and operational data already in NetSuite is enough to uncover real insights.
Insight | October 1, 2026
Why AI Readiness Should Be Part of Every Technology Implementation Scoping Conversation
When AI readiness isn’t part of implementation scoping, teams can miss opportunities to build a stronger foundation for what comes next.
Insight | September 30, 2026
How Does NetSuite Handle Job Costing for Construction Firms?
NetSuite helps construction firms manage job costs alongside project budgets, billing activity, and financial reporting, making it easier to evaluate project performance as work progresses.