Sphere Partners

Sphere Partners was hired by a global engineering company to customize and integrate the NetSuite ERP platform. The project aimed to streamline business processes and improve data flow, providing critical information for strategic decision making. Sphere Partners was chosen for their extensive NetSuite knowledge and transparent communication. The team included a client partner, project manager, and three implementation consultants. Their industry experience and commitment to the company's success were highly valued. They provided advice on achieving immediate and long-term goals, demonstrating a clear investment in the company's success beyond system implementation.

A rapidly growing SaaS company engaged Sphere Partners to develop an Odoo Marketing and CRM Portal. The project aimed to minimize the need for third-party integrations by creating a CRM system that could scale with the company's customer base. Sphere Partners was chosen for their ability to guide the company through the selection process and implement the chosen solution. They recommended Odoo CRM as the best fit for the company's needs and budget. The implementation process included regular check-in meetings and training for the company's trainers, ensuring a smooth transition to the new system. The project was led by a Sphere Odoo/CRM consultant.

A family law firm hired Sphere Partners to standardize their case management system. The project involved syncing data between Clio and Monday.com to automate task creation and visualize workloads. Sphere Partners was recommended by Monday.com, which was a key deciding factor. They used Integromat to connect Clio Manage to Monday.com, creating a system where new matters in Clio Manage were automatically added to a master board on Monday.com. Changes in responsibilities and roles in Clio Manage were also synced to Monday.com, allowing for high-level case views and detailed task boards for each paralegal. The project team included two business development managers and two developers from Sphere Partners.