W. Capra Customer Success Story

From Single-Client Consultants to Multiple Lines of Business, W. Capra Consulting Group Scales its Services Company

Founded in the wake of the merger between two major petroleum brands by employees who saw a new opportunity in providing consulting services within the petroleum industry, W. Capra has since grown to become a leading consulting firm with practices in payments, retail technology and data security. It now has three offices in North America providing clients with everything from strategy and roadmapping to implementation and delivery.

COMPANY

W. Capra Consulting Group

LOCATION

Chicago, Ill.

INDUSTRY

Services

EMPLOYEES

160

SYSTEMS REPLACED

QuickBooks, Zoho, TriNet Expense Cloud, Paychex, Float, Harvest

NUMBER OF USERS

OpenAir: 160
NetSuite: 10

NETSUITE PRODUCTS IMPLEMENTED

NetSuite
OpenAir

IMPLEMENTATION PARTNER

NetSuite Professional Services

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“OpenAir and NetSuite provide the tools that are needed to make the cutover from five to 10 systems to one true system of record and data management. It’s definitely a solution that works for companies like us.” Tim Radway, Director of Finance and Operations, W. Capra Consulting Group

Commitment to Expansion, Repeat Business Pays Off

Petroleum and beyond: From humble beginnings providing consulting services back to their old organisation, W. Capra has grown significantly by expanding its services offerings to capitalise on new opportunities and maximising client retention. Over the previous decade, W. Capra has expanded exponentially to better serve its clients—serving a wide spectrum ranging from large petroleum brands to large merchants and Fortune 100 businesses.

Frankenstein systems wreak havoc: As the firm grew, it added disparate solutions to address immediate areas of need. The finance and operations staff was using QuickBooks for accounting and invocing, Paychex for payroll, Zoho for CRM, Float for resource scheduling, TriNet Expense Cloud for expense reporting and Harvest for timekeeping.

NetSuite over Sage, Intacct, Salesforce.com: Management realised that to grow and properly serve clients, they would need to replace their myriad solutions, completely disintegrated workflow and “what seemed like millions of spreadsheets.” They selected NetSuite and OpenAir over Intacct and a Sage-Salesforce system to run CRM, financials and professional services automation and implemented in 100 days.

Efficiency fuels further growth: Scheduling resources, which was once an activity driven by views scrawled on whiteboards and post it notes, is now both easier and more efficient, manual invoicing processes are gone, and the firm has one unified system for operations. Management plans to leverage the NetSuite capabilities to enable growth into new lines of business and expand workforce and client base without additional overhead investment required.