Case Study: nGen Works

nGen works provides web design, web development and internet marketing consulting services to clients around the world.

Tell us about yourself and your business.

I’m Carl Smith, a founding member of nGen Works, a digital creative firm that provides web design, web development and internet marketing consulting services to clients in the U.S. and abroad. We are an unwavering proponent of user experience and putting people before technology. We're the creators of Happy Webbies, and we like to drink beer and play video games.

Why did you start using Pulse?

I started using Pulse to kill that sick feeling in my stomach when I didn't know if we would make payroll. In an industry full of 50/50 payment projects, or getting paid in thirds, it can be super confusing to know when money will come in. Receivables don't tell half of the story sometimes. So, I went looking for a solution and, lo and behold, I found Pulse.

I speak quite a bit about establishing trust with users, and I use Pulse as an example. Pulse has me as a customer because they listened.

Describe how you use Pulse and how it fits within your accounting workflow.

I use Pulse separately from our accounting system. As the business owner, it's really my toy and my baby. I manually update Pulse when it looks like cash will come in, or when there will be variations in payables.

Sometimes, I look at how cash flow from a project will impact us and decide if we really want to take the project, or, if a client starts acting up what the impact will be if we walk away. Thanks to Pulse, I know right now we're solid, so we can take two weeks off as a company at the end of the year. Without Pulse, I might not be as confident in that decision. Pulse also helps when I’m considering employee bonuses and planning for conferences. It helps me see potential outcomes as I play with "what if" scenarios.

What do you like most about Pulse?

The flexibility. It's so easy to add or remove a project or adjust an income or expense item. It's also easy on the eyes, which is a plus for us. It's funny, but I've shown it to colleagues and clients because I think it helps position us as a smart business. Hopefully, I've turned a lot of people onto Pulse.

It's so easy to add or remove a project or adjust an income or expense item. It's also easy on the eyes.

How has Pulse helped your business?

Pulse makes nGen Works smarter. We make better decisions because we can see further. You could say it's lowered our stress level by removing the fear of the unknown.

Is there anything else you'd like to add?

I speak quite a bit about establishing trust with users, and I use Pulse as an example. I asked them to provide the ability to zero out more than a year ago, and you ended up adding that feature. Pulse had me as a customer at that point because they listened.

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