Case Study: Next Phase Solutions and Services achieves seamless project-to-accounting workflows and improved revenue predictability with Quickbase

IT Services CompaBridgesny the Gaps Between Project Management and Accounting with QuickBase

Next Phase Solutions and Services, a Baltimore–Washington technology firm serving healthcare and life‑sciences clients, struggled with “gaps” between its PSA system and accounting (QuickBooks). The company needed a device‑agnostic program management solution that didn’t require IT development, because Google Drive was unstructured and hard to search and SharePoint would be too costly to build and maintain.

Using Quick Base, Next Phase built a PMO app in days without programming; it added automated workflows, alerts, dashboards, and an integrated document repository with version control. Within nine months 100% of projects used the app, reducing document‑management time, improving client responsiveness and revenue predictability, surfacing data missing from PSA/accounting, and enabling the company to rapidly create additional apps (CRM, HRIS, asset management) for continued growth.

Next Phase Solutions and Services

Mike Uveges

COO