April 6, 2021

Halloran is accelerating their rapid growth with its adoption of Sage Intacct in a best-in-class environment, realizing huge gains in project profitability, billable utilization, and other key metrics. The 85-person firm has eliminated problems of disjointed information across multiple systems — financial data in QuickBooks, sales data in Salesforce CRM, and project data in NetSuite OpenAir professional services automation (PSA). With that fragmentation, Halloran didn’t have a unified view across its project-based business. That meant limited insights, and a great deal of manual work for the small finance team to close the books in 20-tab Excel spreadsheets and generate basic reports. To aggravate matters, integration between QuickBooks and OpenAir failed regularly, and Halloran had similar difficulties connecting Salesforce and OpenAir. Dealing with a massive QuickBooks data file that was prone to failure and data corruption, Halloran knew it was time to upgrade systems.

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