Energy Infrastructure Leader Scales Finance to Support AI Growth

Data center under construction.

Business Challenges

  • Outgrew legacy financial systems as the company expanded its AI infrastructure and data center operations.
  • Struggled with project-based revenue recognition as customer deposits, vendor prepayments, and long-term contracts complicated financial reporting.
  • Faced a stalled NetSuite implementation that left key integration and revenue recognition issues unresolved.

Key Outcomes

  • Completed and stabilized NetSuite, creating an integrated, scalable ERP environment.
  • Improved revenue and expense recognition by aligning financial processes with inventory ownership transfers and project milestones.
  • Created a more scalable finance foundation by improving data quality, automating processes, and reducing reliance on disconnected tools.

Project Overview

An energy infrastructure company supporting the growing demand for AI and data center infrastructure was expanding its operations across the U.S. The company designs, manufactures, and operates infrastructure used in energy and data center projects. As the business grew, its financial systems and processes struggled to keep pace with the complexity of its operations.

The company relied on QuickBooks and a collection of disconnected tools, creating data silos and making it difficult to maintain consistent financial information. Revenue and expense recognition was particularly challenging for long-term, contract-based sales, where customer deposits, vendor prepayments, and inventory transfers needed to align with financial activity.

The company had also attempted to implement NetSuite independently, but the implementation stalled and key issues remained unresolved. To move the project forward, the client turned to Bridgepoint Consulting to take over the implementation and build a more integrated, scalable financial environment.

Business Challenge

The company’s existing systems could no longer support the scale or complexity of its growing operations. QuickBooks and standalone tools created gaps between financial and operational data, while manual processes made it difficult to maintain accurate and timely reporting.

Project-based revenue and expense recognition presented another significant challenge. Long-term contracts involved customer deposits and vendor prepayments, making it important to align financial activity with the point at which inventory transferred to the customer. Existing processes did not provide a consistent way to make that connection.

The company’s initial NetSuite implementation also failed to address these underlying issues. The effort stalled before key integration and revenue recognition challenges could be resolved. Minor system upgrades had not provided the level of integration or control the business needed.

Without a more complete solution, the company faced continued manual work, inconsistent reporting, and greater difficulty scaling its finance operations as the business expanded.

The Approach

Bridgepoint assumed full ownership of the NetSuite implementation and brought together functional and technical consultants to address both the system and the financial processes behind it.

Our team first developed a clear understanding of the company’s contract-based business model and financial requirements. We then designed the NetSuite environment around those needs, integrating Netgain’s NetAssets and RAMP and creating custom workflows to connect financial activity with operational milestones.

The solution also focused on improving data quality, reporting, and automation. Throughout the implementation, our team worked closely with the client’s finance organization through regular check-ins, collaborative workshops, testing, training, and the final data migration.

The Results

  • Replaced fragmented financial systems with an integrated NetSuite environment that provides a stronger foundation for continued growth.
  • Established more consistent revenue and COGS recognition by connecting financial treatment to inventory ownership transfers.
  • Connected financial and operational processes through custom workflows designed around the company’s contract-based business model.
  • Reduced manual effort by automating processes that previously depended on disconnected systems and manual intervention.
  • Improved financial visibility through stronger data quality and more reliable reporting structures.
  • Strengthened planning and decision-making by giving the organization better support for forecasting and budgeting.
  • Improved finance team adoption through training, workshops, and collaboration throughout the implementation.
  • Created a more flexible finance infrastructure that can support the company’s continued growth in the AI and data center infrastructure market.