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Professional services2023NetSuite

Partners opened the system because the path was shorter than the workaround.

A 400-person firm stopped discovering project margin after the work was over.

Scholarly office with oak shelves and a walnut table
9 pts
lift in projects reviewed before month end
4
commercial models, configured not improvised
30
days to a roadmap the partners signed

The situation

Strategy & adoption
Lark & Pine

Lark & Pine billed time, fixed fees, and retainers. Margin was assembled by a controller after partners had already moved on. Timesheets were late because the tool was slower than email. A replacement ERP had been proposed twice and rejected as 'a finance project.'

Orient was deliberately short. In thirty days we showed project margin on twelve live engagements, using the data they already had, and asked the partners which number they were willing to manage weekly.

The roadmap refused a big-bang replacement. NetSuite was already licensed and underused. The work was commercial models, revenue rules, and a timesheet path a partner could finish between meetings.

Adoption was designed with the practice leads. Managers got a Monday ritual: four projects, one page, a decision. Training was that ritual, repeated, not a course catalog.

Projects reviewed before month end rose by nine points of the portfolio. Revenue recognition stopped being a reconstruction. The partners still argue about staffing. They no longer argue about which spreadsheet is the margin.

“It did not feel like a system project. It felt like someone had finally respected how the work actually gets sold.”

Helen Park, Managing Partner, Lark & Pine

Further work

Consultation

Bring us the number that is wrong.

A partner will spend forty-five minutes on it. If we are not the right firm, we will say so before anyone writes a proposal.

Schedule a Consultation