Case Study: Cardinal Path achieves improved business visibility and execution with Oracle NetSuite

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

Cardinal Path is a fast-growing digital intelligence consultancy based in Phoenix (dubbed “analytics ninjas” by Forrester) that supports name-brand clients across four offices. After forming in 2011 from a merger, the company struggled with five disparate systems (QuickBooks, Salesforce, Basecamp, Affinity Live, Harvest) that created data errors, time‑consuming manual reconciliation and a lack of visibility and control needed to optimize project delivery and resource utilization.

Cardinal Path implemented NetSuite (ERP, CRM, OneWorld) paired with NetSuite OpenAir PSA to create a single services resource planning (SRP) solution, with Celigo integration to Google Apps. The move delivered real‑time visibility into budgets vs. actuals, automated billing and revenue recognition, improved staffing and margin optimization, faster cash flow and scalable global operations—supporting year‑over‑year growth up to 100% and better collaboration across offices.

Cardinal Path