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",{"attributes":295,"content":12,"tag":286},{"property":296,"content":293},"og:description",{"attributes":298,"content":12,"tag":286},{"name":299,"content":293},"twitter:description",{"attributes":301,"content":12,"tag":286},{"property":302,"content":303},"og:image","https://www.datocms-assets.com/160976/1756748670-cs-primary-2x.jpg?auto=format&fit=max&w=1200",{"attributes":305,"content":12,"tag":286},{"property":306,"content":307},"og:image:width","1118",{"attributes":309,"content":12,"tag":286},{"property":310,"content":311},"og:image:height","711",{"attributes":313,"content":12,"tag":286},{"name":314,"content":303},"twitter:image",{"attributes":316,"content":12,"tag":286},{"property":317,"content":318},"og:locale","en",{"attributes":320,"content":12,"tag":286},{"property":321,"content":322},"og:type","article",{"attributes":324,"content":12,"tag":286},{"property":325,"content":28},"og:site_name",{"attributes":327,"content":12,"tag":286},{"property":328,"content":329},"article:modified_time","2026-02-16T17:40:06Z",{"attributes":331,"content":12,"tag":286},{"property":332,"content":37},"article:publisher",{"attributes":334,"content":12,"tag":286},{"name":335,"content":336},"twitter:card","summary_large_image","How Primary Health cut 80% of manual work by replacing NetSuite with Everest",{"url":339,"width":340,"height":341,"alt":12,"title":12,"responsiveImage":342},"https://www.datocms-assets.com/160976/1756748670-cs-primary-2x.jpg",1118,711,{"srcSet":343,"webpSrcSet":344,"sizes":345,"src":339,"width":340,"height":341,"aspectRatio":346,"alt":12,"title":12,"base64":347},"https://www.datocms-assets.com/160976/1756748670-cs-primary-2x.jpg?dpr=0.25 279w,https://www.datocms-assets.com/160976/1756748670-cs-primary-2x.jpg?dpr=0.5 559w,https://www.datocms-assets.com/160976/1756748670-cs-primary-2x.jpg?dpr=0.75 838w,https://www.datocms-assets.com/160976/1756748670-cs-primary-2x.jpg 1118w","https://www.datocms-assets.com/160976/1756748670-cs-primary-2x.jpg?dpr=0.25&fm=webp 279w,https://www.datocms-assets.com/160976/1756748670-cs-primary-2x.jpg?dpr=0.5&fm=webp 559w,https://www.datocms-assets.com/160976/1756748670-cs-primary-2x.jpg?dpr=0.75&fm=webp 838w,https://www.datocms-assets.com/160976/1756748670-cs-primary-2x.jpg?fm=webp 1118w","(max-width: 1118px) 100vw, 1118px",1.5724331926863573,"data:image/jpeg;base64,/9j/4AAQSkZJRgABAQAAAQABAAD/2wCEAAoHBwgHBgoICAgLDQoLDhgUFRUPGhUSFhUYFxYZGBYVFiEmHysjGh0oHRUWJDUlKC0vMjIyGSI4PTcwPCsxMi8BCgsLDg0OHBAOEi8oFhwvLy8vLy8vLzUvLy8vLy8vLy8vLy8vLy8vLy8vLy8vLy8vLy8vLy8vLy8vLy8vLy8vL//AABEIABAAGAMBIgACEQEDEQH/xAAYAAACAwAAAAAAAAAAAAAAAAAABQIDBv/EAB4QAAEEAgMBAAAAAAAAAAAAAAEAAgMFBCERFEES/8QAFgEBAQEAAAAAAAAAAAAAAAAAAwEA/8QAFxEAAwEAAAAAAAAAAAAAAAAAAAISAf/aAAwDAQACEQMRAD8Ak7Gl6R0kc2BI+B44WgddRdJ2kjN5H8vHC2KSxJUV8kWc4keoV8FzG3JJAQkkPXP/2Q==",[349,352,355],{"label":350,"text":351},"Industry","SaaS",{"label":353,"text":354},"Size","210 employees",{"label":356,"text":357},"Location","Palo Alto, CA",{"casestudyModules":359},[360,370,377,382,387,391,396,401],{"__typename":361,"intro":362,"slides":363},"ResultsSliderRecord","Since deploying Everest, Primary Health has:",[364,366,368],{"text":365},"Eliminated more than 80% of spreadsheet-based processes",{"text":367},"Reduced close timeframes by more than 60%",{"text":369},"Automated revenue recognition, deferred revenue, and SSP allocation",{"__typename":371,"headline":372,"contentBlocks":373},"CasestudyBasicRecord","Their $200k NetSuite implementation didn’t work",[374],{"__typename":375,"content":376},"TextBlockRecord","\u003Cp>Primary Health launched in 2020 as a fast-moving, volunteer-driven response to the greatest public health crisis of our time. Within weeks, they’d developed a technology platform to manage COVID-19 testing and vaccinations. Over the next two years, they expanded rapidly—and so did the complexity of the business. They entered into contracts with state governments, labs, pharmaceutical companies, and insurance providers—which led them to new billing models, compliance requirements, and reporting challenges.\u003C/p>\n\u003Cp>Like many SaaS companies, Primary Health initially turned to the mainstream ERP platform NetSuite, whose team promised to automate their processes. But after investing over $200,000 in an implementation, they calculated that more than 80% of their financial workflows still ran through spreadsheets. And they were constantly building new workarounds. Revenue was complex. Reporting was painful. They eventually realized they needed to switch to a platform that could actually support their business.\u003C/p>",{"__typename":371,"headline":378,"contentBlocks":379},"They loved that Everest was a complete replacement",[380],{"__typename":375,"content":381},"\u003Cp>\u003Cspan style=\"font-weight: 400;\">After a lengthy evaluation, Primary Health chose Everest’s ERP because it was built by finance professionals with a deep understanding of SaaS. That combination meant Everest came ready-made with the capabilities Primary Health had been missing: automated deferred revenue, unbilled revenue management, and standalone selling price (SSP) analysis. The Everest team was able to show them feature after feature that either replaced spreadsheet workarounds or gave them new capabilities they’d always wanted, but wouldn’t have had time to do. \u003C/span>\u003C/p>",{"__typename":371,"headline":383,"contentBlocks":384},"Everest became the tech stack",[385],{"__typename":375,"content":386},"\u003Cp>\u003Cspan style=\"font-weight: 400;\">The transition was easier than one might expect because Primary Health had already been operating outside of NetSuite, in spreadsheets. And because of that acute pain, they’d essentially already documented their key workflows. In moving to a newer ERP, they eliminated all that manual effort workflow. Everest required a much smaller upfront services contract, because less needed to be custom. Much of the functionality they needed came out of the box. That meant the time to value was quicker than expected. \u003C/span>\u003C/p>\n\u003Cp>\u003Cspan style=\"font-weight: 400;\">Primary Health began conversations with Everest in the fall and was fully up and running by January. While there were some bumps along the way, Everest worked quickly and collaboratively with Primary Health to resolve them—including 24-hour turnarounds on hotfixes. This too was also a vast departure from what they’d experienced with NetSuite.\u003C/span>\u003C/p>\n\u003Cp>\u003Cspan style=\"font-weight: 400;\">Vanessa Lombardi, Primary Health’s Controller, said the implementation process felt more like a partnership than a traditional vendor engagement. Everest’s team brought deep SaaS and finance expertise, and Vanessa felt she’d traded the prior vendor’s generalists for people who deeply understood the software business model. There was far less for her team to explain.\u003C/span>\u003C/p>\n\u003Cp>\u003Cspan style=\"font-weight: 400;\">The Everest implementation transformed the way Primary Healths’ business operations work. The team uses Everest’s live sandbox to de-risk changes and work faster. Anyone on the team can simulate changes and run “what if” analyses on contract modifications and see how they’d interact with live production data, safely. Now, company executives, including the CEO, log into the system to review scenarios modeled in live sandboxes. \u003C/span>\u003C/p>\n\u003Cp>\u003Cspan style=\"font-weight: 400;\">With Everest, Primary Health now has:\u003C/span>\u003C/p>\n\u003Cul>\n\u003Cli style=\"font-weight: 400;\" aria-level=\"1\">\u003Cspan style=\"font-weight: 400;\">Revenue recognition aligned with ASC 606\u003C/span>\u003C/li>\n\u003Cli style=\"font-weight: 400;\" aria-level=\"1\">\u003Cspan style=\"font-weight: 400;\">Fixed asset depreciation and prepaid amortization\u003C/span>\u003C/li>\n\u003Cli style=\"font-weight: 400;\" aria-level=\"1\">\u003Cspan style=\"font-weight: 400;\">Multi-entity intercompany journal entries\u003C/span>\u003C/li>\n\u003Cli style=\"font-weight: 400;\" aria-level=\"1\">\u003Cspan style=\"font-weight: 400;\">Real-time dashboards for executives\u003C/span>\u003C/li>\n\u003Cli style=\"font-weight: 400;\" aria-level=\"1\">\u003Cspan style=\"font-weight: 400;\">Cloud cost allocation integrated with AWS usage\u003C/span>\u003C/li>\n\u003C/ul>",{"__typename":388,"text":389,"byline":390},"ClientQuoteRecord","Implementing Everest felt easy because we weren’t educating consultants; we were working with like-minded finance people to find the solution for our company.","Vanessa Lombardi, Controller, Primary Health",{"__typename":371,"headline":392,"contentBlocks":393},"Primary eliminated 80% of their spreadsheet processes",[394],{"__typename":375,"content":395},"\u003Cp>\u003Cspan style=\"font-weight: 400;\">Since moving to Everest, Primary Health has:\u003C/span>\u003C/p>\n\u003Cul>\n\u003Cli style=\"font-weight: 400;\" aria-level=\"1\">\u003Cspan style=\"font-weight: 400;\">Eliminated more than 80% of spreadsheet-based processes\u003C/span>\u003C/li>\n\u003Cli style=\"font-weight: 400;\" aria-level=\"1\">\u003Cspan style=\"font-weight: 400;\">Reduced close timeframes by more than 60%\u003C/span>\u003C/li>\n\u003Cli style=\"font-weight: 400;\" aria-level=\"1\">\u003Cspan style=\"font-weight: 400;\">Automated revenue recognition, deferred revenue, and SSP allocation\u003C/span>\u003C/li>\n\u003Cli style=\"font-weight: 400;\" aria-level=\"1\">\u003Cspan style=\"font-weight: 400;\">Gained real-time visibility into ARR, unbilled revenue, and financial performance\u003C/span>\u003C/li>\n\u003Cli style=\"font-weight: 400;\" aria-level=\"1\">\u003Cspan style=\"font-weight: 400;\">Reduced system complexity and total cost of ownership compared to NetSuite\u003C/span>\u003C/li>\n\u003Cli style=\"font-weight: 400;\" aria-level=\"1\">\u003Cspan style=\"font-weight: 400;\">Empowered business users and executives with self-serve financial tools\u003C/span>\u003C/li>\n\u003C/ul>",{"__typename":371,"headline":397,"contentBlocks":398},"Want to eliminate your own team’s spreadsheet debt?",[399],{"__typename":375,"content":400},"\u003Cp>\u003Cspan style=\"font-weight: 400;\">Primary Health’s move to Everest marked a turning point in how their finance team operates. It eliminated hours of manual work and gave them real-time insights that helped them be better partners to every area of the business. If you could use that too, contact our team and see how Everest can help.\u003C/span>\u003C/p>",{"__typename":361,"intro":402,"slides":403},"Primary Health's business is now set to grow",[404,406,408],{"text":405},"Gained real-time visibility into ARR, unbilled revenue, and financial performance",{"text":407},"Reduced system complexity and total cost of ownership compared to NetSuite",{"text":409},"Empowered business users and executives with self-serve financial tools",{"headline":411,"intro":412,"cta":12},"Order-to-cash automation","with native product catalog and invoicing ",{"headline":37,"intro":37,"cta":12},{"allCaseStudies":415},[416,426,435,440],{"title":417,"slug":418,"headline":419,"image":420},"Spectora","spectora","How Spectora unified its finance stack and scaled with 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