If any of these sound familiar, this Sprint is for you
-
“We can’t get the reporting we need (by customer/job/project/service line).”
-
“Close takes too long - and the numbers keep changing.”
-
“We don’t trust the data or reconciliations.”
-
“NetSuite / our system is live… but not working for reporting.”
-
“Everything lives in spreadsheets outside the system.”
-
“We need margin visibility and trend analysis - but can’t get it reliably.”
​These are usually symptoms, not root causes. This Sprint identifies what’s actually broken (configuration, COA, process, data flow) and fixes the highest-impact issues first.
What you're buying
​A defined, structured engagement designed to quickly identify and fix what’s breaking your close and reporting:
-
Fixed fee
-
2-4 week timeline
-
Remote delivery
-
Diagnosis + quick wins + prioritized roadmap
Outcomes
By the end of the Sprint, you will have:
-
A clear diagnosis of what’s driving slow close and unreliable reporting
-
A repeatable close workflow with ownership (fewer delays, fewer surprises)
-
Reporting aligned to how your business actually runs (segments + KPIs)
-
Quick wins implemented across process, configuration, and reporting
-
A practical 30/60/90-day plan to stabilize and scale reporting
How it works
Step 1
Kickoff & clarity
(Days 1–2)
Define what “good reporting” means for your business (segments, KPIs, cadence) and confirm access/data needs.
Step 2
Diagnose the real blockers
(Week 1)
Identify where close and reporting break across configuration, COA/segments, process, tools, staffing, and data flow.
Step 3
Quick wins
(Weeks 2–3)
Implement targeted improvements that unlock speed, clarity, and reliability — without destabilizing operations.
Step 4
Stabilize the path forward
(End)
Deliver the full package and a clear 30/60/90-day plan. Optional execution support is available if desired.
What we review
A systematic review across five domains:
-
Process
Close workflow, handoffs, bottlenecks, repeatability, documentation.
-
People & org structure
Role clarity, capacity constraints, skill gaps, where work gets stuck.
-
Systems & configuration
ERP/accounting configuration (NetSuite, QuickBooks, Sage, etc.), workflows, approvals, reporting capabilities, and integrations.
-
Data & reporting pipeline
Source systems → integrations → GL structure → reporting outputs (and where truth gets lost).
-
Controls & reliability
Reconciliations, access controls, separation of duties, audit readiness.
Who is this for
This Sprint is a strong fit for organizations that:
-
Have ~20–150 employees (growth-stage)
-
Use NetSuite, QuickBooks, Sage, or similar systems
-
Need reporting by customer/job/project/service line/program
-
Want a faster close and more reliable financials
-
Have recently implemented or outgrown their current system
-
Are experiencing growth, complexity, or team bandwidth constraints
Industries commonly supported:
Life Sciences / BioTech • Software • Healthcare • Construction & Real Estate • Non-profit
Most clients are experiencing post-growth or post-ERP challenges and choose the Growth Sprint.
Fixed-fee tiers - Growth Sprint
​​Tier 1 — Foundation Sprint (2 weeks)
$6,500
Designed for simpler environments (single entity, limited segmentation, single primary system).
Tier 2 — Growth Sprint (3 weeks)
$14,900
Designed for most growth-stage companies that need reporting granularity and close acceleration across systems, configuration, and process.
Tier 3 — Complex Sprint (4 weeks)
$27,500
Designed for multi-entity environments, complex segmentation, or integration-heavy reporting stacks.
​
Optional Add-On — Implementation Week
Additional implementation support for build/config/testing when quick wins require deeper execution.
Why RoadmapMetrics
Most firms either place talent or deliver recommendations. RoadmapMetrics delivers operator-led diagnosis + hands-on execution.
​
-
Senior finance + systems expertise (not just one or the other)
-
Structured framework with tangible deliverables
-
Quick wins implemented during the engagement
-
Clear roadmap with optional execution support
RoadmapMetrics, Inc. is a finance operations and systems services firm led by Justin Dovidio (MBA) with extensive experience across finance, accounting, operations, and technology including reporting automation and ERP environments (NetSuite, QuickBooks Enterprise, Sage, Oracle, SAP), with a focus on turning systems into decision-ready reporting.
Fully insured. Professional services delivery through an incorporated entity.
TESTIMONIALS
“JUSTIN'S INSIGHT'S WERE INVALUABLE IN OUR EARLY STAGES. HIS ABILITY TO SIMPLIFY COMPLEX CHALLENGES AND PROVIDE ACTIONABLE STRATEGIES WAS A GAME-CHANGER FOR US."
ALESSANDRO AGNELLO / CEO / TRUE DATA OPS
"JUSTIN AND HIS TEAM WERE INSTRUMENTAL IN UNCOVERING THE TRUE ROOT CAUSES OF OUR OPERATIONAL CHALLENGES, HELPING US DISTINGUISH BETWEEN PROBLEMS AND SYMPTOMS. WHEN WE PIVOTED, JUSTIN CONDUCTED THOROUGH RESEARCH AND DEVELOPED A 3-YEAR FORECAST MODEL THAT VALIDATED OUR NEW DIRECTION, ENABLING US TO MOVE FORWARD WITH CONFIDENCE."
MARCEL SCHUAB / FOUNDER / MAPLEWOOD EVENT SERVICES
A History of Success
Engage RoadmapMetrics Like Any Professional Services Vendor
- ERP Implementation Lead / Program Owner (NetSuite Focus)
- Vendor-Compliant Consulting Firm (S-Corp, insured, invoicing)
- Integrations + Data Migration Oversight
- Finance + Operations + IT Alignment (no translation loss)