Fast-Growing Digital Intelligence Consultancy Dramatically Improves Business Visibility and Execution with NetSuite SRP

Cardinal Path


Cardinal Path


Phoenix, Ariz.



Applications Replaced

QuickBooks,, Affinity Live, Basecamp, Harvest

"The biggest benefit of NetSuite is visibility. We needed a solution that could grow with us and found that with NetSuite." Cardinal Path

Customer Success

  • Cardinal Path has greatly improved business visibility and execution with NetSuite for financials and services project management, supporting year-over-year growth of up to 100%.
  • Combination of NetSuite ERP and NetSuite OpenAir Professional Services Automation (PSA) provides a complete services resource planning (SRP) solution for fast-growing consultancy, classified as "analytic ninjas" by Forrester Research.
  • NetSuite OpenAir PSA enables Cardinal Path to better plan, manage and staff services engagements for digital intelligence solutions.
  • OpenAir PSA supports real-time tracking of budget vs. actuals and resource optimisation to optimise project delivery, margin and client satisfaction.
  • NetSuite supplies a scalable cloud platform to grow the business across Cardinal Path's name-brand clients.
  • Cardinal Path has replaced an "amorphous bucket" of business development information with NetSuite for real-time, transparent and actionable information that drives business success.
  • Easily customised billing and invoicing rules eliminates manual work while accelerating cash flow and providing deep visibility into line-item detail.
  • NetSuite Revenue Recognition has automated what was a manual, labour-intensive process for managing a diverse revenue stream, including fixed-fee engagements and time and materials
  • NetSuite OneWorld global business management solution supports growing international business with multi-currency conversion and local tax compliance for operations in Asia and Australia.
  • Anywhere, anytime NetSuite access heightens collaboration and execution across four offices in Phoenix, Chicago, Vancouver and Ottawa.


  • Previous collection of five disparate systems introduced high risk of data errors and burdensome manual work to ensure data accuracy.
  • Cardinal Path lacked visibility and control needed for growth and to optimise project delivery and resource utilisation.
  • Time-consuming manual data reconciliation diverted resources and energy from focusing on client satisfaction and high-caliber solutions.


  • Cardinal Path selected NetSuite over competing solutions for superior project resource planning and management capabilities, integrated with financials and CRM.
  • Single, integrated cloud solution ideal went live in January 2013 to streamline operations after Cardinal Path was created in May 2011 through the merger of PublicInsite, VKI Studios and Webshare.
  • Cloud connectivity solution from NetSuite partner Celigo enables simple integration between NetSuite and Google Apps.

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