Client Outcomes

Success Stories

Real outcomes from real engagements. Here’s how we’ve helped firms turn operational complexity into competitive advantage.

DR
Datarails Healthcare Systems
Connected Financial Planning Across Multi-Entity Healthcare Systems
The Challenge

A multi-entity healthcare provider struggled with financial, workforce, and clinical data trapped in disconnected spreadsheets. Finance spent up to 80% of their time aggregating data, leaving leadership with delayed reporting and opaque labor cost drivers across clinics.

Our Approach

PDR Consulting deployed Datarails as an integrated financial layer over their ERP and HRIS stack. We automated multi-entity consolidation, built driver-based labor models linking staffing directly to patient demand, and delivered interactive board-level dashboards.

70% Reduction in data prep time
Real-Time Multi-entity consolidation
Driver-Based Labor & volume forecasting

“PDR helped us connect clinical operations directly to our financial models. We eliminated weeks of spreadsheet assembly and got true visibility to make operational decisions.”

— VP of Finance, Healthcare Organization
N
NetSuite Professional Services
Automated Revenue Recognition for a $50M Firm — Cutting Close Time by 65%
The Challenge

A 200-person professional services firm was closing the books manually every month — exporting data from three disconnected systems, reconciling in Excel, and spending 10+ days on month-end close. Revenue recognition was a compliance risk.

Our Approach

PDR Consulting implemented a fully customised NetSuite ERP with automated revenue recognition (ASC 606 compliant), project-level P&L visibility, and integrated billing workflows. We built custom scripts to eliminate the manual export/import cycle entirely.

65% Faster month-end close
100% ASC 606 compliance
3 systems Consolidated into one

“PDR had us live in 90 days, fully compliant, and the team actually understood our business — not just the software.”

— CFO, Professional Services Client
OA
OpenAir Technology Services
Resource Utilization Up 22% After OpenAir Optimization Engagement
The Challenge

A 150-person tech consultancy had deployed OpenAir two years prior but was using less than 40% of its capabilities. Project managers were still maintaining shadow spreadsheets. Utilization tracking was unreliable and project profitability was opaque.

Our Approach

PDR conducted a full OpenAir assessment, redesigned resource management and project billing configurations, implemented skills-based matching, and trained the PMO team on advanced reporting with custom dashboards.

22% Increase in billable utilization
40% → 90% Platform adoption rate
$1.2M+ Recovered billable hours (Year 1)

“We paid for the engagement in the first quarter. PDR didn’t just configure software — they changed how we run the business.”

— COO, Technology Consultancy

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