How Primary Health Replaced NetSuite and Excel with Everest

Primary Health launched in 2020 as a rapid-response platform for COVID-19 testing and vaccinations—and scaled quickly. But as the organization grew, so did the complexity of its finance operations. Contracts with governments, labs, insurers, and pharma partners introduced new compliance requirements and billing models that NetSuite and Excel simply couldn’t keep up with.

Discover how Primary Health replaced NetSuite and manual spreadsheet work with Everest's ERP, transforming its finance operations into a streamlined, SaaS-optimized engine for growth.

What You’ll Learn:
• Why a $200K NetSuite implementation failed to reduce manual effort
• How Everest automated deferred revenue, SSP allocation, and multi-entity reporting
• Why Everest’s Live Sandbox™ and real-time dashboards became game-changers for strategic decision-making
• How Everest enabled fast implementation, deep SaaS alignment, and lower total cost of ownership

Results:
• Eliminated 80%+ of spreadsheet-based workflows
• Reduced close timelines by over 60%
• Automated key revenue workflows and real-time SaaS metrics
• Empowered both the finance team and executives with self-serve reporting tools
• Simplified the tech stack while cutting system costs

Instead of workarounds and complexity, Primary Health now operates with agility, visibility, and confidence. If you’re buried in spreadsheets or hitting the limits of your current ERP, Everest can help you simplify, automate, and scale.

Видео How Primary Health Replaced NetSuite and Excel with Everest канала Everest Systems