Professional Services Case Study
Elderbrook Advisors
A finance-focused ERP setup that cut month-end close time significantly.
-28%Approval Time
The Challenge
Where things stood before
Elderbrook Advisors's biggest obstacle was a patchwork of tools that never gave a clear, current picture of the business — something their team had tried to patch more than once without lasting success.
Their team suspected the root cause but hadn't had the bandwidth to actually address it properly.
The Solution
What we built
Our approach focused on the root cause rather than the most visible symptom.
The result was straightforward: a finance-focused ERP setup that cut month-end close time significantly, built specifically around what Elderbrook Advisors needed.
- Built using Odoo and NetSuite for a stable, maintainable foundation
- Structured so Elderbrook Advisors's own team could maintain it going forward
- Benchmarked against clear, agreed-upon success metrics from day one
- Tested thoroughly before launch to avoid post-launch surprises
Results
The impact, by the numbers
-28%
Approval Time
+21%
Reporting Accuracy
91.4%
Team Adoption
+24%
Time Saved Weekly
Tech Stack
Built with
OdooNetSuitePostgreSQLREST API
Brightmoor Industries
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