Three systems, 100,000 customers, nobody in the middle
Engine’s finance team ran accounting in NetSuite, sales in Salesforce, and planning in Adaptive, with someone exporting and importing between each pair by hand. We rebuilt invoicing on Tray.ai, moved collections to a dedicated platform, connected budget-to-actuals through Adaptive’s NetSuite connector, and replaced manual reporting with a daily dashboard. The time went into analysis and customer relationships.
7 days → 1
to send invoices
60 → 25 days
DSO
~3,000 hours
returned per year
01
The situation
02
What we did
03
The results
Practical resources
Use the playbooks we use to plan better technology
For Series A teams
IT Playbook for Startups
What to prioritize, what to defer, and how to build a foundation that holds through the next stage of growth.
For expanding footprints
IT Design/Build: Wired for Growth
Network standards, hardware, procurement, rollout sequencing, and operations across locations.
For project teams
New Location Cheat Sheet
Straight to the point mega page for everything you need to think about when opening a new location.