NetSuite ERP + SRP

Streamlined Operations for a Professional Services Firm

Industry: Professional Services
Service: NetSuite ERP Implementation|NetSuite SRP (Services Resource Planning)|Built-in CRM & PSA Configuration|End-to-End Lifecycle Automation

Overview

Professional services firms need the tools and technology to scale with company growth. Sphere frequently sees requests to reduce administrative time so that a company’s resources can spend more time with clients. In an increasingly competitive market, professional-services companies seek a real-time view of customers, resources, and financials — the view that lets them deliver projects which maximize profitability.

Why the Current Stack Stops Scaling

Outdated Technology

Many professional-services firms run on outdated technology that can’t keep up with the volume or complexity of modern engagements.

No ERP/PSA Integration

On-prem ERP and PSA tools live in silos — resources spend time on workarounds, manual inputs, and paper-based processes that drain billable hours.

Pressure From Growth

High company growth requires automated processes that accommodate more projects and transactions — and a system built for that scale rather than retrofit to it.

How We Solved It

By implementing a combination of NetSuite ERP and SRP, the professional-services firm gained a fully integrated end-to-end Services Resource Planning (SRP) solution that supports every department of the business. Built-in CRM and PSA, plus finance/accounting/ERP, support the complete lifecycle on one platform.

1. NetSuite ERP as the Backbone
Replaced disconnected accounting/finance tooling with NetSuite ERP — one system handling the books, multi-entity reporting, and consolidations as the firm grows.
2. NetSuite SRP for Services Delivery
Services Resource Planning ties matter delivery to financials so utilization, project profitability, and resource availability are first-class data — not after-the-fact spreadsheets.
3. CRM + PSA Built In
NetSuite’s built-in CRM and Professional Services Automation cover the lifecycle from sales pursuit through delivery to invoicing — eliminating the seams where data used to leak.

Key Outcomes

Full Project Profitability Visibility

Leadership can see project profitability across the firm in real time — not at month-end, not in a spreadsheet.

Improved Operational Efficiency

Automated processes replaced manual inputs and paper-based handoffs, freeing resources for billable work.

Built for Scale

NetSuite ERP/SRP handles increased projects and transactions as the firm grows — without re-platforming.

One Platform, Whole Lifecycle

Built-in CRM, PSA, and ERP cover the entire client and project lifecycle on one stack.

The Results

After implementing NetSuite ERP and SRP, this professional-services company benefits from full visibility into project profitability, the operational efficiency to deliver more with the same headcount, and the scalability needed to grow the firm without rebuilding the systems underneath it.

Organizations around the world trust us

Hear from

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Hear from our clients

Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors

Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).

Ben Crawford

Senior Product Manager at Enova Financial

I would expect to be delighted. It's been a really positive experience, working with Sphere, and I would expect you to have the same.

Mark Friedgan

CEO at CreditNinja

Sphere consistently prioritizes the needs of their clients, demonstrating both agility and teamwork. As an offshore team, they have been an integral part of our organization and we plan to continue growing with them.

René Pfitzner

Co-Founder at Experify

Sphere provided excellent full-stack development manpower to augment our team and help push our product forward. They are easy to work with, tech-savvy and proactive.

Bruce Burdick

Chief Information Officer at Integra Credit

We've been working with Sphere and its excellent consultants since our founding. I've found that they are true partners in the success of our business.

Jemal Swoboda

CEO at Dabble

The resources and developers that Sphere Software provides are skilled and have the required technical expertise, but more importantly, they have helped us build a culture of excellence within our team.

Arthur Tretyak

Founder and CEO at IntegraCredit

With Sphere, we were able to migrate in half the time it would take to train an additional FTE… and for a fraction of the cost. Our experience with Sphere has been exceptional.

Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors